Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 27, 2015

Total Value ($000): $217,216 (100.0% shares, 0.0% debt)

Holdings (307)

SEAGATE TECHNOLOGY PLC 3.8%
Value ($000) $8,202 Shares 123,333 Est. Cost $57.38 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 3.4%
Value ($000) $7,423 Shares 24,469 Est. Cost $177.26 Unrealized
XEROX CORP 3.1%
Value ($000) $6,641 Shares 479,171 Est. Cost $9.14 Unrealized
IUSG ISHARES RUSSELL 3000 GROWTH 3.1%
Value ($000) $6,639 Shares 84,747 Est. Cost $60.38 Unrealized
CSCO CISCO SYSTEMS INC 3.0%
Value ($000) $6,479 Shares 232,936 Est. Cost $15.35 Unrealized +19.2%
VOT VANGUARD MID-CAP GROWTH ETF 3.0%
Value ($000) $6,473 Shares 63,706 Est. Cost $79.19 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $6,357 Shares 136,845 Est. Cost $26.88 Unrealized +48.3%
BA BOEING CO 2.9%
Value ($000) $6,224 Shares 47,883 Est. Cost $81.37 Unrealized +36.0%
SCHW SCHWAB CHARLES CORP NEW 2.8%
Value ($000) $6,182 Shares 204,761 Est. Cost $16.36 Unrealized +51.9%
VTR VENTAS INC 2.8%
Value ($000) $6,078 Shares 84,771 Est. Cost $46.33 Unrealized +4.2%
PFE PFIZER INC 2.8%
Value ($000) $5,985 Shares 192,108 Est. Cost $16.54 Unrealized +8.7%
GLW CORNING INC 2.7%
Value ($000) $5,956 Shares 259,771 Est. Cost $10.70 Unrealized +42.0%
GENERAL ELECTRIC CO 2.7%
Value ($000) $5,945 Shares 235,284 Est. Cost $23.33 Unrealized
WY WEYERHAEUSER CO 2.7%
Value ($000) $5,782 Shares 161,116 Est. Cost $18.79 Unrealized +18.7%
STAPLES INC 2.5%
Value ($000) $5,457 Shares 301,195 Est. Cost $15.27 Unrealized
ROYAL DUTCH SHELL PLC 2.3%
Value ($000) $5,092 Shares 76,065 Est. Cost $65.72 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.3%
Value ($000) $4,901 Shares 128,527 Est. Cost $19.95 Unrealized +30.2%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $4,656 Shares 99,525 Est. Cost $27.04 Unrealized +2.3%
VLO VALERO ENERGY CORP NEW 2.1%
Value ($000) $4,464 Shares 90,191 Est. Cost $24.43 Unrealized +28.9%
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $4,445 Shares 71,991 Est. Cost $40.74 Unrealized +13.9%
RDY DR REDDYS LABORATORIES LTD 2.0%
Value ($000) $4,326 Shares 85,732 Est. Cost $38.22 Unrealized
VERIFONE HOLDINGS INC 2.0%
Value ($000) $4,279 Shares 115,024 Est. Cost $19.22 Unrealized
COST COSTCO WHOLESALE CORP NEW 2.0%
Value ($000) $4,261 Shares 30,062 Est. Cost $87.21 Unrealized +25.5%
TSM TAIWAN SEMICONDUCTOR 1.9%
Value ($000) $4,083 Shares 182,473 Est. Cost $18.49 Unrealized
POTASH CORP OF SASK INC 1.9%
Value ($000) $4,073 Shares 115,333 Est. Cost $36.25 Unrealized
DUK DUKE ENERGY CORP 1.8%
Value ($000) $3,986 Shares 47,711 Est. Cost $41.86 Unrealized +21.7%
GLAXOSMITHKLINE PLC 1.8%
Value ($000) $3,964 Shares 92,753 Est. Cost $49.83 Unrealized
TEX TEREX CORP NEW 1.8%
Value ($000) $3,824 Shares 137,151 Est. Cost $31.24 Unrealized -8.5%
KO COCA COLA CO 1.7%
Value ($000) $3,671 Shares 86,950 Est. Cost $27.92 Unrealized +7.6%
MONSANTO CO 1.7%
Value ($000) $3,651 Shares 30,555 Est. Cost $100.13 Unrealized
EWBC EAST WEST BANCORP INC 1.7%
Value ($000) $3,585 Shares 92,621 Est. Cost $19.59 Unrealized +43.6%
ASTE ASTEC INDUSTRIES INC 1.6%
Value ($000) $3,420 Shares 87,004 Est. Cost $30.04 Unrealized +11.9%
DVN DEVON ENERGY CORP NEW 1.4%
Value ($000) $3,100 Shares 50,643 Est. Cost $37.48 Unrealized +9.7%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $3,083 Shares 36,093 Est. Cost $53.96 Unrealized +24.8%
GUESS? INC 1.3%
Value ($000) $2,807 Shares 133,144 Est. Cost $24.39 Unrealized
INTC INTEL CORP 1.1%
Value ($000) $2,467 Shares 67,969 Est. Cost $17.34 Unrealized +53.5%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,291 Shares 21,902 Est. Cost $59.66 Unrealized +29.6%
ENSCO PLC 1.0%
Value ($000) $2,195 Shares 73,265 Est. Cost $29.96 Unrealized
HRL GEO. A. HORMEL & CO. 1.0%
Value ($000) $2,146 Shares 41,190 Est. Cost $15.25 Unrealized +33.1%
LNT ALLIANT ENERGY CORP 0.9%
Value ($000) $2,042 Shares 30,732 Est. Cost $20.07 Unrealized +8.3%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,855 Shares 20,072 Est. Cost $53.77 Unrealized +7.9%
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $1,742 Shares 33,624 Est. Cost $33.14 Unrealized +10.0%
THOMSON REUTERS CORP 0.8%
Value ($000) $1,697 Shares 42,056 Est. Cost $33.08 Unrealized
KRAFT FOODS GROUP INC 0.8%
Value ($000) $1,654 Shares 26,395 Est. Cost $55.84 Unrealized
TOTAL S A 0.6%
Value ($000) $1,403 Shares 27,396 Est. Cost $49.26 Unrealized
NVRI HARSCO CORP 0.6%
Value ($000) $1,304 Shares 69,030 Est. Cost $22.87 Unrealized -14.9%
DGS WISDOMTREE EMERGING MKTS 0.6%
Value ($000) $1,262 Shares 29,229 Est. Cost $47.60 Unrealized
HYS PIMCO 0-5 YEAR HIGH YLD CORP BD 0.5%
Value ($000) $997 Shares 9,885 Est. Cost $104.44 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.5%
Value ($000) $985 Shares 9,366 Est. Cost $105.03 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $771 Shares 8,469 Est. Cost $55.21 Unrealized +17.0%
T AT&T INC 0.3%
Value ($000) $699 Shares 20,795 Est. Cost $11.40 Unrealized +3.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $565 Shares 5,036 Est. Cost $71.75 Unrealized -1.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $480 Shares 6,939 Est. Cost $41.65 Unrealized +17.3%
AVON PRODUCTS INC 0.2%
Value ($000) $454 Shares 48,395 Est. Cost $13.95 Unrealized
KEURIG GREEN MTN INC 0.2%
Value ($000) $419 Shares 3,167 Est. Cost $105.51 Unrealized
DEVRY EDUCATION GROUP, INC 0.2%
Value ($000) $395 Shares 8,335 Est. Cost $31.01 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $384 Shares 1,850 Est. Cost $101.90 Unrealized +83.4%
PRAXAIR INC 0.2%
Value ($000) $350 Shares 2,704 Est. Cost $115.01 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $347 Shares 7,717 Est. Cost $27.73 Unrealized +24.4%
TRV THE TRAVELERS COMPANIES INC 0.2%
Value ($000) $340 Shares 3,210 Est. Cost $64.36 Unrealized +22.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $330 Shares 2,055 Est. Cost $117.73 Unrealized -14.7%
SPY SPDR S&P 500 (MKT) 0.2%
Value ($000) $329 Shares 1,603 Est. Cost $196.39 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $307 Shares 4,190 Est. Cost $30.38 Unrealized +6.3%
EFA ISHARES MSCI EAFE (MKT) 0.1%
Value ($000) $307 Shares 5,052 Est. Cost $57.22 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $300 Shares 4,058 Est. Cost $67.35 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $290 Shares 3,068 Est. Cost $56.42 Unrealized +21.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $269 Shares 2,540 Est. Cost $83.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $269 Shares 4,560 Est. Cost $35.93 Unrealized +8.3%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $265 Shares 2,303 Est. Cost $116.64 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $264 Shares 3,279 Est. Cost $62.42 Unrealized -5.0%
POWERSHARES QQQ (MKT) 0.1%
Value ($000) $256 Shares 2,475 Est. Cost $94.37 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $243 Shares 2,598 Est. Cost $71.80 Unrealized -1.7%
POWERSHARES BUILD AMERICA BOND 0.1%
Value ($000) $231 Shares 7,600 Est. Cost $28.68 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDRR 0.1%
Value ($000) $224 Shares 3,271 Est. Cost $58.54 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $216 Shares 2,500 Est. Cost $39.45 Unrealized +21.1%
PSX PHILLIPS 66 0.1%
Value ($000) $201 Shares 2,800 Est. Cost $49.82 Unrealized -1.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $191 Shares 5,268 Est. Cost $26.50 Unrealized +7.2%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value ($000) $174 Shares 1,668 Est. Cost $92.93 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $153 Shares 962 Est. Cost $94.52 Unrealized +19.9%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $152 Shares 1,667 Est. Cost $56.79 Unrealized +8.0%
DUFF & PHELPS GLB UTL INC 0.1%
Value ($000) $150 Shares 6,939 Est. Cost $19.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $146 Shares 975 Est. Cost $116.85 Unrealized +23.5%
AAPL APPLE INC 0.1%
Value ($000) $144 Shares 1,308 Est. Cost $18.27 Unrealized +31.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $141 Shares 2,000 Est. Cost $46.95 Unrealized +10.1%
ABBV ABBVIE INC 0.1%
Value ($000) $139 Shares 2,122 Est. Cost $31.87 Unrealized +26.3%
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $134 Shares 2,495 Est. Cost $37.15 Unrealized +9.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $134 Shares 1,220 Est. Cost $72.55 Unrealized +18.3%
BP BP PLC 0.1%
Value ($000) $132 Shares 3,460 Est. Cost $47.79 Unrealized
VECTREN CORP 0.1%
Value ($000) $128 Shares 2,764 Est. Cost $39.44 Unrealized
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $122 Shares 360 Est. Cost $317.43 Unrealized +1.9%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $116 Shares 4,897 Est. Cost $23.38 Unrealized +3.1%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $116 Shares 2,700 Est. Cost $42.22 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI 0.1%
Value ($000) $112 Shares 1,019 Est. Cost $109.91 Unrealized
ISHARES MSCI TAIWAN (MKT) 0.1%
Value ($000) $111 Shares 7,350 Est. Cost $13.31 Unrealized
POWERSHARES FINANCIAL PREFERRED 0.1%
Value ($000) $110 Shares 6,000 Est. Cost $17.83 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $104 Shares 982 Est. Cost $105.91 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $104 Shares 5,825 Est. Cost $16.96 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $100 Shares 2,225 Est. Cost $31.13 Unrealized +13.4%
PANERA BREAD CO 0.0%
Value ($000) $90 Shares 515 Est. Cost $162.37 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $89 Shares 1,421 Est. Cost $40.50 Unrealized +10.4%
CMCSA COMCAST CORP 0.0%
Value ($000) $89 Shares 1,526 Est. Cost $20.60 Unrealized +3.2%
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $87 Shares 620 Est. Cost $59.46 Unrealized +24.3%
TIDEWATER INC 0.0%
Value ($000) $87 Shares 2,671 Est. Cost $56.83 Unrealized
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $84 Shares 1,200 Est. Cost $81.67 Unrealized
PEOPLE'S UNITED FINANCIAL INC 0.0%
Value ($000) $83 Shares 5,478 Est. Cost $14.99 Unrealized
PUTNAM MASTER INTERMEDIATE 0.0%
Value ($000) $82 Shares 17,000 Est. Cost $5.18 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $81 Shares 3,464 Est. Cost $15.62 Unrealized +3.9%
MET METLIFE INC 0.0%
Value ($000) $81 Shares 1,490 Est. Cost $32.62 Unrealized +0.5%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $80 Shares 2,124 Est. Cost $37.66 Unrealized
SPDR NUVEEN BARCLAYS CAPITAL 0.0%
Value ($000) $78 Shares 3,210 Est. Cost $24.30 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $77 Shares 1,413 Est. Cost $33.77 Unrealized +14.8%
NVO NOVO NORDISK A S 0.0%
Value ($000) $76 Shares 1,800 Est. Cost $45.56 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $72 Shares 1,425 Est. Cost $42.08 Unrealized
SIERRA WIRELESS INC 0.0%
Value ($000) $71 Shares 1,500 Est. Cost $22.00 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $70 Shares 4,525 Est. Cost $8.37 Unrealized -2.5%
MEDTRONIC INC 0.0%
Value ($000) $70 Shares 970 Est. Cost $61.63 Unrealized
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $68 Shares 1,097 Est. Cost $49.47 Unrealized +5.2%
POWERSHARES BUYBACK ACHIEVERS 0.0%
Value ($000) $61 Shares 1,267 Est. Cost $48.15 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $61 Shares 1,526 Est. Cost $26.11 Unrealized +10.5%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $60 Shares 670 Est. Cost $55.50 Unrealized +13.2%
NI NISOURCE INC 0.0%
Value ($000) $60 Shares 1,408 Est. Cost $9.34 Unrealized +22.9%
NATIONAL GRID PLC 0.0%
Value ($000) $59 Shares 834 Est. Cost $68.35 Unrealized
SPIB SPDR BARCLAYS INTERM TERM 0.0%
Value ($000) $57 Shares 1,680 Est. Cost $33.93 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $57 Shares 600 Est. Cost $69.03 Unrealized +12.8%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $55 Shares 1,620 Est. Cost $35.42 Unrealized
RETAIL PPTYS AMER INC 0.0%
Value ($000) $55 Shares 3,296 Est. Cost $13.65 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $54 Shares 3,040 Est. Cost $13.25 Unrealized +2.2%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $54 Shares 3,400 Est. Cost $12.97 Unrealized 0.0%
THG HANOVER INSURANCE GROUP INC 0.0%
Value ($000) $53 Shares 739 Est. Cost $42.06 Unrealized +17.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $53 Shares 575 Est. Cost $69.98 Unrealized +4.8%
DE DEERE & CO 0.0%
Value ($000) $49 Shares 559 Est. Cost $70.94 Unrealized -0.5%
SPDR NUVEEN BARCLAYS CAPITAL S/T 0.0%
Value ($000) $48 Shares 1,978 Est. Cost $24.27 Unrealized
ITRI ITRON INC 0.0%
Value ($000) $48 Shares 1,145 Est. Cost $37.94 Unrealized +5.2%
WISCONSIN ENERGY CORP 0.0%
Value ($000) $47 Shares 900 Est. Cost $46.67 Unrealized
WEIGHT WATCHERS INTERNATIONAL 0.0%
Value ($000) $47 Shares 1,900 Est. Cost $20.07 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $46 Shares 250 Est. Cost $102.35 Unrealized +14.6%
SPIRIT AIRLS INC 0.0%
Value ($000) $46 Shares 615 Est. Cost $74.80 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $45 Shares 171 Est. Cost $251.46 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $44 Shares 535 Est. Cost $28.87 Unrealized +8.3%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $44 Shares 898 Est. Cost $49.05 Unrealized -19.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $43 Shares 454 Est. Cost $71.07 Unrealized +14.4%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.0%
Value ($000) $42 Shares 293 Est. Cost $143.34 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $42 Shares 737 Est. Cost $56.99 Unrealized
NEUBERGER BERMAN 0.0%
Value ($000) $41 Shares 2,600 Est. Cost $14.62 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $41 Shares 1,400 Est. Cost $20.85 Unrealized -15.7%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $41 Shares 480 Est. Cost $52.71 Unrealized +1.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $22.69 Unrealized +20.0%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $41 Shares 1,160 Est. Cost $35.05 Unrealized -7.5%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $39 Shares 392 Est. Cost $66.46 Unrealized +2.7%
WESTERN ASSET 0.0%
Value ($000) $39 Shares 3,950 Est. Cost $9.62 Unrealized
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $39 Shares 489 Est. Cost $77.61 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value ($000) $38 Shares 940 Est. Cost $40.88 Unrealized
EMC CORP 0.0%
Value ($000) $37 Shares 1,242 Est. Cost $25.11 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $37 Shares 361 Est. Cost $62.70 Unrealized +19.3%
FXI ISHARES CHINA LARGE-CAP (MKT) 0.0%
Value ($000) $37 Shares 900 Est. Cost $35.56 Unrealized
ITB ISHARES US HOME CONSTRUCTION 0.0%
Value ($000) $36 Shares 1,394 Est. Cost $25.82 Unrealized
VLY VALLEY NATIONAL 0.0%
Value ($000) $35 Shares 3,645 Est. Cost $10.02 Unrealized -3.3%
EXC EXELON CORP 0.0%
Value ($000) $34 Shares 930 Est. Cost $13.80 Unrealized +25.3%
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $34 Shares 1,300 Est. Cost $26.15 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $36.82 Unrealized -11.4%
MFC NUVEEN SELECTTAX FREE INC FD 0.0%
Value ($000) $34 Shares 2,400 Est. Cost $13.75 Unrealized
CIGNA CORP 0.0%
Value ($000) $33 Shares 319 Est. Cost $90.31 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $33 Shares 662 Est. Cost $28.65 Unrealized -3.1%
M MACY'S INC 0.0%
Value ($000) $33 Shares 496 Est. Cost $55.60 Unrealized +8.8%
NFG NATIONAL FUEL GAS CO NJ 0.0%
Value ($000) $33 Shares 480 Est. Cost $73.18 Unrealized -5.7%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $33 Shares 266 Est. Cost $112.78 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $33 Shares 389 Est. Cost $20.16 Unrealized +8.3%
RITE AID CORP 0.0%
Value ($000) $33 Shares 4,350 Est. Cost $4.83 Unrealized
MMM 3M CO 0.0%
Value ($000) $33 Shares 200 Est. Cost $76.26 Unrealized +17.6%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $32 Shares 377 Est. Cost $57.64 Unrealized +10.2%
IGIB ISHARES INTERMEDIATE CREDIT BD 0.0%
Value ($000) $32 Shares 290 Est. Cost $110.34 Unrealized
MERCHANTS BANCSHARES INC 0.0%
Value ($000) $31 Shares 1,012 Est. Cost $32.61 Unrealized
VNQ VANGUARD REIT INDEX ETF (MKT) 0.0%
Value ($000) $30 Shares 365 Est. Cost $82.19 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $29 Shares 166 Est. Cost $121.01 Unrealized +18.9%
MARKET VECTORS HIGH-YIELD 0.0%
Value ($000) $29 Shares 938 Est. Cost $30.92 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $28 Shares 778 Est. Cost $19.89 Unrealized +18.5%
TELFY TELEFONICA S A 0.0%
Value ($000) $27 Shares 1,915 Est. Cost $15.53 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $27 Shares 189 Est. Cost $94.71 Unrealized +32.0%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $25 Shares 640 Est. Cost $40.63 Unrealized
KRISPY KREME DOUGHNUTS INC 0.0%
Value ($000) $24 Shares 1,220 Est. Cost $15.57 Unrealized
ULTRA PETROLEUM CORP 0.0%
Value ($000) $24 Shares 1,800 Est. Cost $29.50 Unrealized
FIREEYE INC 0.0%
Value ($000) $23 Shares 725 Est. Cost $31.72 Unrealized
INGERSOLL RAND PLC 0.0%
Value ($000) $22 Shares 350 Est. Cost $57.14 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 0.0%
Value ($000) $22 Shares 189 Est. Cost $116.40 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $22 Shares 175 Est. Cost $105.54 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $21 Shares 435 Est. Cost $43.68 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $21 Shares 385 Est. Cost $31.94 Unrealized +16.9%
SOURCE CAPITAL INC 0.0%
Value ($000) $21 Shares 300 Est. Cost $70.00 Unrealized
D DOMINION RESOURCES INC VA NEW 0.0%
Value ($000) $21 Shares 278 Est. Cost $42.34 Unrealized +6.5%
BABSON CAP GLB SHT DURHGH YLD 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $24.00 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $20 Shares 466 Est. Cost $45.08 Unrealized -5.0%
INTEGRYS ENERGY GROUP INC 0.0%
Value ($000) $20 Shares 260 Est. Cost $61.54 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $19 Shares 394 Est. Cost $48.24 Unrealized 0.0%
SWISS HELVETIA FUND 0.0%
Value ($000) $18 Shares 1,640 Est. Cost $14.63 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX 0.0%
Value ($000) $18 Shares 301 Est. Cost $49.83 Unrealized
QCLN FIRST TRUST NASDAQ CLN EDG GREEN 0.0%
Value ($000) $18 Shares 1,056 Est. Cost $19.89 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.0%
Value ($000) $18 Shares 220 Est. Cost $79.01 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $18 Shares 310 Est. Cost $37.03 Unrealized +6.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $17 Shares 247 Est. Cost $51.23 Unrealized +1.9%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $17 Shares 150 Est. Cost $64.17 Unrealized +10.5%
JOHN HANCOCK 0.0%
Value ($000) $16 Shares 800 Est. Cost $20.00 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $16 Shares 230 Est. Cost $44.56 Unrealized +25.5%
SPECTRA ENERGY CORP 0.0%
Value ($000) $15 Shares 425 Est. Cost $35.71 Unrealized
POWERSHARES SENIOR LOAN PORT 0.0%
Value ($000) $15 Shares 625 Est. Cost $24.00 Unrealized
SJNK SPDR BARCLAYS SHORT TERM 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
BCE BCE INC 0.0%
Value ($000) $14 Shares 308 Est. Cost $22.18 Unrealized +6.1%
NUVEEN MUNICIPAL VALUE FUND INC 0.0%
Value ($000) $13 Shares 1,398 Est. Cost $9.30 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $34.98 Unrealized +19.6%
CMI CUMMINS INC 0.0%
Value ($000) $13 Shares 87 Est. Cost $104.58 Unrealized 0.0%
PACWEST BANCORP DEL 0.0%
Value ($000) $13 Shares 283 Est. Cost $42.40 Unrealized
GAS NATURAL INC. 0.0%
Value ($000) $13 Shares 1,175 Est. Cost $10.21 Unrealized
STERICYCLE INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $110.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $12 Shares 116 Est. Cost $103.45 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $12 Shares 67 Est. Cost $102.84 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $12 Shares 200 Est. Cost $36.59 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $12 Shares 257 Est. Cost $27.50 Unrealized +9.8%
WESTERN ASSET EMERG MKTS 0.0%
Value ($000) $12 Shares 750 Est. Cost $16.00 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $12 Shares 85 Est. Cost $91.42 Unrealized +18.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $12 Shares 110 Est. Cost $71.18 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $12 Shares 131 Est. Cost $53.15 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $12 Shares 145 Est. Cost $62.60 Unrealized +11.0%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $48.18 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $11 Shares 195 Est. Cost $39.54 Unrealized 0.0%
MARKET VECTORS GLB ALTERNATVE 0.0%
Value ($000) $10 Shares 176 Est. Cost $62.50 Unrealized
NUVEEN INSURED MUNICIPAL 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.29 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $10 Shares 86 Est. Cost $116.28 Unrealized
ZD J2 GLOBAL INC 0.0%
Value ($000) $10 Shares 160 Est. Cost $41.75 Unrealized +15.8%
WESTPAC BANKING CORP 0.0%
Value ($000) $9 Shares 320 Est. Cost $28.13 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $9 Shares 150 Est. Cost $52.46 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $33.09 Unrealized +5.1%
UDR UDR INC 0.0%
Value ($000) $9 Shares 280 Est. Cost $16.46 Unrealized +23.2%
DIRECTV 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $9 Shares 125 Est. Cost $56.79 Unrealized -10.5%
GIS GENERAL MILLS INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $35.24 Unrealized 0.0%
TRANSCANADA CORP 0.0%
Value ($000) $8 Shares 170 Est. Cost $47.06 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $8 Shares 39 Est. Cost $137.24 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $8 Shares 83 Est. Cost $64.44 Unrealized 0.0%
COHEN & STEERS SELECT UTILITY 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $18.89 Unrealized 0.0%
LINKEDIN CORP COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $200.00 Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $7 Shares 1,311 Est. Cost $5.34 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $7 Shares 165 Est. Cost $34.23 Unrealized +13.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $7 Shares 53 Est. Cost $117.50 Unrealized 0.0%
KSS KOHLS CORP 0.0%
Value ($000) $7 Shares 120 Est. Cost $57.80 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $7 Shares 101 Est. Cost $28.21 Unrealized 0.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $7 Shares 113 Est. Cost $44.31 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $27.43 Unrealized -10.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $53.34 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $97.48 Unrealized +4.6%
V VISA INC 0.0%
Value ($000) $6 Shares 21 Est. Cost $55.69 Unrealized 0.0%
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $6 Shares 370 Est. Cost $16.22 Unrealized
NIMBLE STORAGE INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
MEXICO FUND INC 0.0%
Value ($000) $6 Shares 276 Est. Cost $25.36 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES 0.0%
Value ($000) $6 Shares 62 Est. Cost $56.46 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $59.78 Unrealized +7.2%
ST JUDE MEDICAL INC 0.0%
Value ($000) $6 Shares 94 Est. Cost $63.83 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $6 Shares 69 Est. Cost $76.41 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $6 Shares 94 Est. Cost $38.58 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDRR 0.0%
Value ($000) $6 Shares 140 Est. Cost $42.86 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $6 Shares 55 Est. Cost $76.09 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $22.70 Unrealized 0.0%
ALLE ALLEGION PUB LTD 0.0%
Value ($000) $6 Shares 116 Est. Cost $44.33 Unrealized +3.8%
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $6 Shares 56 Est. Cost $107.14 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $6 Shares 225 Est. Cost $26.67 Unrealized
HEWLETT PACKARD CO 0.0%
Value ($000) $6 Shares 142 Est. Cost $42.25 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.57 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $5 Shares 79 Est. Cost $55.19 Unrealized 0.0%
HESS CORP 0.0%
Value ($000) $5 Shares 73 Est. Cost $68.49 Unrealized
EATON VANCE 0.0%
Value ($000) $5 Shares 450 Est. Cost $11.11 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.22 Unrealized +12.9%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
PPL PPL CORP 0.0%
Value ($000) $5 Shares 146 Est. Cost $19.85 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.27 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $5 Shares 73 Est. Cost $68.49 Unrealized
PROSHARES ULTRA BLOOMBERG CRUDE 0.0%
Value ($000) $5 Shares 506 Est. Cost $9.88 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $58.13 Unrealized 0.0%
NUVEEN CA SELECT TAX FREE PRTF 0.0%
Value ($000) $5 Shares 336 Est. Cost $14.88 Unrealized
NKE NIKE INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $40.75 Unrealized 0.0%
NUVEEN 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.00 Unrealized
NUVEEN GLOBAL HIGH INCOME 0.0%
Value ($000) $4 Shares 226 Est. Cost $17.70 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.71 Unrealized 0.0%
ACE LIMITED 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.03 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $72.53 Unrealized +3.6%
EVERBANK FINL CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
GENESEE & WYOMING INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.00 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $4 Shares 160 Est. Cost $25.00 Unrealized
MARKET VECTORS GOLD MINERS ETF 0.0%
Value ($000) $3 Shares 175 Est. Cost $22.86 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $3 Shares 30 Est. Cost $68.74 Unrealized +6.1%
INDIA FUND INC 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.89 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $23.76 Unrealized 0.0%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $16.50 Unrealized -5.3%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $2 Shares 47 Est. Cost $32.76 Unrealized +19.2%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $49.22 Unrealized 0.0%
BB BLACKBERRY LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.38 Unrealized +9.2%
CHICOS FAS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
WASHINGTON PRIME GROUP INC 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 96 Est. Cost Unrealized
AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $0 Shares 166 Est. Cost $4.79 Unrealized -41.5%
SANOFI 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized