Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 1, 2015

Total Value ($000): $212,938 (100.0% shares, 0.0% debt)

Holdings (336)

IBB ISHARES NASDAQ BIOTECHNOLOGY 4.1%
Value ($000) $8,648 Shares 25,182 Est. Cost $181.96 Unrealized
BA BOEING CO 3.5%
Value ($000) $7,371 Shares 49,113 Est. Cost $82.54 Unrealized +54.8%
IUSG ISHARES RUSSELL 3000 GROWTH 3.4%
Value ($000) $7,137 Shares 87,837 Est. Cost $61.11 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 3.4%
Value ($000) $7,135 Shares 66,054 Est. Cost $80.21 Unrealized
PFE PFIZER INC 3.2%
Value ($000) $6,789 Shares 195,122 Est. Cost $16.59 Unrealized +21.2%
CSCO CISCO SYSTEMS INC 3.0%
Value ($000) $6,446 Shares 234,196 Est. Cost $15.35 Unrealized +30.9%
SCHW SCHWAB CHARLES CORP NEW 3.0%
Value ($000) $6,397 Shares 210,171 Est. Cost $16.59 Unrealized +53.1%
VTR VENTAS INC 3.0%
Value ($000) $6,285 Shares 86,067 Est. Cost $46.44 Unrealized +15.1%
XEROX CORP 3.0%
Value ($000) $6,282 Shares 488,891 Est. Cost $9.21 Unrealized
GENERAL ELECTRIC CO 2.8%
Value ($000) $5,946 Shares 239,641 Est. Cost $23.36 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $5,631 Shares 138,518 Est. Cost $27.01 Unrealized +37.9%
GLW CORNING INC 2.6%
Value ($000) $5,580 Shares 246,056 Est. Cost $10.70 Unrealized +66.6%
WY WEYERHAEUSER CO 2.5%
Value ($000) $5,408 Shares 163,126 Est. Cost $18.84 Unrealized +21.4%
RDY DR REDDYS LABORATORIES LTD 2.4%
Value ($000) $5,018 Shares 87,880 Est. Cost $38.68 Unrealized
STAPLES INC 2.3%
Value ($000) $4,908 Shares 301,375 Est. Cost $15.27 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $4,899 Shares 100,734 Est. Cost $27.05 Unrealized +2.1%
ROYAL DUTCH SHELL PLC 2.2%
Value ($000) $4,662 Shares 78,150 Est. Cost $65.56 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.2%
Value ($000) $4,659 Shares 131,657 Est. Cost $20.08 Unrealized +25.6%
COST COSTCO WHOLESALE CORP NEW 2.2%
Value ($000) $4,631 Shares 30,565 Est. Cost $87.77 Unrealized +37.8%
VLO VALERO ENERGY CORP NEW 2.2%
Value ($000) $4,601 Shares 72,331 Est. Cost $24.43 Unrealized +49.7%
TSM TAIWAN SEMICONDUCTOR 2.1%
Value ($000) $4,498 Shares 191,543 Est. Cost $18.73 Unrealized
GLAXOSMITHKLINE PLC 2.1%
Value ($000) $4,468 Shares 96,828 Est. Cost $49.68 Unrealized
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $4,169 Shares 73,626 Est. Cost $40.80 Unrealized +6.4%
VERIFONE HOLDINGS INC 1.9%
Value ($000) $4,084 Shares 117,059 Est. Cost $19.49 Unrealized
ASTE ASTEC INDUSTRIES INC 1.8%
Value ($000) $3,938 Shares 91,819 Est. Cost $30.31 Unrealized +16.1%
POTASH CORP OF SASK INC 1.8%
Value ($000) $3,866 Shares 119,893 Est. Cost $36.10 Unrealized
EWBC EAST WEST BANCORP INC 1.8%
Value ($000) $3,850 Shares 95,161 Est. Cost $19.88 Unrealized +53.6%
TEX TEREX CORP NEW 1.8%
Value ($000) $3,782 Shares 142,231 Est. Cost $31.03 Unrealized -18.6%
DUK DUKE ENERGY CORP 1.7%
Value ($000) $3,594 Shares 46,814 Est. Cost $41.86 Unrealized +23.7%
MONSANTO CO 1.7%
Value ($000) $3,543 Shares 31,479 Est. Cost $100.49 Unrealized
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $3,243 Shares 38,871 Est. Cost $54.49 Unrealized +12.6%
GUESS? INC 1.5%
Value ($000) $3,130 Shares 168,369 Est. Cost $23.17 Unrealized
DVN DEVON ENERGY CORP NEW 1.5%
Value ($000) $3,115 Shares 51,648 Est. Cost $37.56 Unrealized +10.6%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $2,363 Shares 14,724 Est. Cost $99.44 Unrealized -3.0%
HRL GEO. A. HORMEL & CO. 1.1%
Value ($000) $2,342 Shares 41,190 Est. Cost $15.25 Unrealized +38.8%
HMC HONDA MOTOR LTD 1.1%
Value ($000) $2,338 Shares 71,375 Est. Cost $32.76 Unrealized
KRAFT FOODS GROUP INC 1.1%
Value ($000) $2,300 Shares 26,399 Est. Cost $55.84 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,173 Shares 21,596 Est. Cost $59.66 Unrealized +25.9%
INTC INTEL CORP 0.9%
Value ($000) $2,014 Shares 64,417 Est. Cost $17.34 Unrealized +49.9%
LNT ALLIANT ENERGY CORP 0.9%
Value ($000) $1,892 Shares 30,022 Est. Cost $20.07 Unrealized +14.8%
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $1,772 Shares 33,274 Est. Cost $33.14 Unrealized +16.2%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,757 Shares 20,665 Est. Cost $53.83 Unrealized +3.2%
THOMSON REUTERS CORP 0.8%
Value ($000) $1,680 Shares 41,402 Est. Cost $33.08 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $1,615 Shares 39,809 Est. Cost $27.92 Unrealized +6.1%
TOTAL S A 0.7%
Value ($000) $1,518 Shares 30,576 Est. Cost $49.30 Unrealized
DGS WISDOMTREE EMERGING MKTS 0.6%
Value ($000) $1,320 Shares 29,844 Est. Cost $47.53 Unrealized
NVRI HARSCO CORP 0.6%
Value ($000) $1,277 Shares 73,960 Est. Cost $22.44 Unrealized -26.5%
ENSCO PLC 0.5%
Value ($000) $1,123 Shares 53,325 Est. Cost $29.96 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.4%
Value ($000) $913 Shares 8,651 Est. Cost $105.03 Unrealized
HYS PIMCO 0-5 YEAR HIGH YLD CORP BD 0.4%
Value ($000) $903 Shares 8,898 Est. Cost $104.44 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $690 Shares 8,417 Est. Cost $55.21 Unrealized +15.2%
T AT&T INC 0.3%
Value ($000) $649 Shares 19,872 Est. Cost $11.40 Unrealized +3.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $531 Shares 5,060 Est. Cost $71.75 Unrealized -6.8%
RY ROYAL BANK CANADA MONTREAL 0.2%
Value ($000) $483 Shares 8,000 Est. Cost $61.49 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $414 Shares 6,653 Est. Cost $41.65 Unrealized +9.4%
SPY SPDR S&P 500 (MKT) 0.2%
Value ($000) $362 Shares 1,753 Est. Cost $197.25 Unrealized
KEURIG GREEN MTN INC 0.2%
Value ($000) $354 Shares 3,167 Est. Cost $105.51 Unrealized
PRAXAIR INC 0.2%
Value ($000) $328 Shares 2,713 Est. Cost $115.01 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.2%
Value ($000) $324 Shares 5,052 Est. Cost $57.22 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $297 Shares 6,874 Est. Cost $27.73 Unrealized +32.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $294 Shares 4,560 Est. Cost $35.93 Unrealized +21.0%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $294 Shares 2,718 Est. Cost $64.36 Unrealized +30.5%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $290 Shares 4,229 Est. Cost $30.38 Unrealized +4.2%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $281 Shares 3,933 Est. Cost $67.35 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $277 Shares 2,364 Est. Cost $116.65 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $277 Shares 2,540 Est. Cost $83.46 Unrealized
DEVRY EDUCATION GROUP, INC 0.1%
Value ($000) $269 Shares 8,060 Est. Cost $31.01 Unrealized
POWERSHARES QQQ (MKT) 0.1%
Value ($000) $261 Shares 2,475 Est. Cost $94.37 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $244 Shares 3,337 Est. Cost $62.30 Unrealized -10.5%
PSX PHILLIPS 66 0.1%
Value ($000) $222 Shares 2,814 Est. Cost $49.82 Unrealized -1.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $198 Shares 5,480 Est. Cost $26.57 Unrealized +6.6%
PEP PEPSICO INC 0.1%
Value ($000) $192 Shares 2,012 Est. Cost $56.42 Unrealized +23.5%
DTE DTE ENERGY CO 0.1%
Value ($000) $188 Shares 2,335 Est. Cost $39.45 Unrealized +26.3%
MCK MCKESSON CORP 0.1%
Value ($000) $177 Shares 781 Est. Cost $101.90 Unrealized +100.5%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value ($000) $175 Shares 1,668 Est. Cost $92.93 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDRR 0.1%
Value ($000) $165 Shares 2,271 Est. Cost $58.54 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $155 Shares 1,667 Est. Cost $56.79 Unrealized +13.2%
AMGN AMGEN INC 0.1%
Value ($000) $154 Shares 962 Est. Cost $94.52 Unrealized +21.7%
BIIB BIOGEN INC 0.1%
Value ($000) $152 Shares 360 Est. Cost $317.43 Unrealized +24.2%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $141 Shares 975 Est. Cost $116.85 Unrealized +25.9%
DUFF & PHELPS GLB UTL INC 0.1%
Value ($000) $137 Shares 6,939 Est. Cost $19.74 Unrealized
BP BP PLC 0.1%
Value ($000) $135 Shares 3,460 Est. Cost $47.79 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $127 Shares 1,232 Est. Cost $72.55 Unrealized +16.0%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $124 Shares 4,897 Est. Cost $23.38 Unrealized +6.5%
VECTREN CORP 0.1%
Value ($000) $122 Shares 2,764 Est. Cost $39.44 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $120 Shares 2,000 Est. Cost $39.90 Unrealized 0.0%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $117 Shares 2,700 Est. Cost $42.22 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $117 Shares 939 Est. Cost $18.27 Unrealized +46.9%
POWERSHARES BUILD AMERICA BOND 0.1%
Value ($000) $109 Shares 3,600 Est. Cost $28.68 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $107 Shares 1,500 Est. Cost $46.95 Unrealized +18.6%
WU WESTERN UNION CO 0.0%
Value ($000) $106 Shares 5,070 Est. Cost $16.96 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $105 Shares 982 Est. Cost $105.91 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $97 Shares 1,727 Est. Cost $20.81 Unrealized +7.6%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $96 Shares 346 Est. Cost $264.61 Unrealized
NVO NOVO NORDISK A S 0.0%
Value ($000) $96 Shares 1,800 Est. Cost $45.56 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $94 Shares 620 Est. Cost $59.46 Unrealized +47.1%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $93 Shares 2,000 Est. Cost $31.13 Unrealized +20.2%
CM CDN IMPERIAL BK 0.0%
Value ($000) $92 Shares 1,275 Est. Cost $22.39 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $89 Shares 1,636 Est. Cost $34.60 Unrealized +15.2%
ISHARES MSCI TAIWAN (MKT) 0.0%
Value ($000) $84 Shares 5,345 Est. Cost $13.31 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $79 Shares 1,525 Est. Cost $42.72 Unrealized
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $77 Shares 1,097 Est. Cost $49.47 Unrealized +15.8%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $76 Shares 670 Est. Cost $55.50 Unrealized +33.2%
PEOPLE'S UNITED FINANCIAL INC 0.0%
Value ($000) $74 Shares 4,878 Est. Cost $14.99 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $73 Shares 4,525 Est. Cost $8.37 Unrealized +5.5%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $71 Shares 1,647 Est. Cost $43.11 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $70 Shares 1,161 Est. Cost $40.50 Unrealized +9.3%
MET METLIFE INC 0.0%
Value ($000) $70 Shares 1,378 Est. Cost $32.62 Unrealized -4.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $69 Shares 886 Est. Cost $58.10 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $66 Shares 1,122 Est. Cost $31.87 Unrealized +21.9%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $66 Shares 1,250 Est. Cost $37.15 Unrealized +29.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $66 Shares 675 Est. Cost $71.80 Unrealized +0.5%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $65 Shares 3,400 Est. Cost $12.97 Unrealized +31.3%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $63 Shares 600 Est. Cost $68.72 Unrealized +6.2%
NI NISOURCE INC 0.0%
Value ($000) $62 Shares 1,408 Est. Cost $9.34 Unrealized +28.7%
POWERSHARES BUYBACK ACHIEVERS 0.0%
Value ($000) $62 Shares 1,267 Est. Cost $48.15 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $61 Shares 2,969 Est. Cost $15.62 Unrealized -3.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $59 Shares 740 Est. Cost $68.45 Unrealized -7.8%
SYY SYSCO CORP 0.0%
Value ($000) $59 Shares 1,552 Est. Cost $26.16 Unrealized +12.9%
SPIB SPDR BARCLAYS INTERM TERM 0.0%
Value ($000) $58 Shares 1,680 Est. Cost $33.93 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $58 Shares 725 Est. Cost $71.21 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $55 Shares 600 Est. Cost $69.03 Unrealized +18.8%
HD HOME DEPOT INC 0.0%
Value ($000) $54 Shares 474 Est. Cost $68.09 Unrealized +25.3%
NATIONAL GRID PLC 0.0%
Value ($000) $54 Shares 834 Est. Cost $68.35 Unrealized
THG HANOVER INSURANCE GROUP INC 0.0%
Value ($000) $54 Shares 739 Est. Cost $42.06 Unrealized +23.9%
RETAIL PPTYS AMER INC 0.0%
Value ($000) $53 Shares 3,296 Est. Cost $13.65 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $53 Shares 1,160 Est. Cost $35.05 Unrealized +11.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $51 Shares 535 Est. Cost $28.87 Unrealized +25.1%
TIDEWATER INC 0.0%
Value ($000) $49 Shares 2,571 Est. Cost $56.83 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $49 Shares 250 Est. Cost $102.35 Unrealized +26.4%
SPDR NUVEEN BARCLAYS CAPITAL S/T 0.0%
Value ($000) $48 Shares 1,978 Est. Cost $24.27 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $48 Shares 615 Est. Cost $74.80 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $47 Shares 554 Est. Cost $60.91 Unrealized +11.4%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $47 Shares 3,040 Est. Cost $13.25 Unrealized -3.8%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.0%
Value ($000) $45 Shares 293 Est. Cost $143.34 Unrealized
WISCONSIN ENERGY CORP 0.0%
Value ($000) $45 Shares 910 Est. Cost $46.70 Unrealized
VNQ VANGUARD REIT INDEX ETF (MKT) 0.0%
Value ($000) $45 Shares 534 Est. Cost $82.85 Unrealized
JDS UNIPHASE CORP 0.0%
Value ($000) $44 Shares 3,375 Est. Cost $13.04 Unrealized
PANERA BREAD CO 0.0%
Value ($000) $42 Shares 265 Est. Cost $162.37 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $22.69 Unrealized +25.7%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $41 Shares 737 Est. Cost $56.99 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $20.80 Unrealized +10.7%
CIGNA CORP 0.0%
Value ($000) $41 Shares 319 Est. Cost $90.31 Unrealized
NEUBERGER BERMAN 0.0%
Value ($000) $40 Shares 2,600 Est. Cost $14.62 Unrealized
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $40 Shares 1,300 Est. Cost $26.15 Unrealized
FXI ISHARES CHINA LARGE-CAP (MKT) 0.0%
Value ($000) $40 Shares 900 Est. Cost $35.56 Unrealized
WESTERN ASSET 0.0%
Value ($000) $40 Shares 3,950 Est. Cost $9.62 Unrealized
ITB ISHARES US HOME CONSTRUCTION 0.0%
Value ($000) $39 Shares 1,394 Est. Cost $25.82 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $36.82 Unrealized -0.7%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $39 Shares 480 Est. Cost $52.71 Unrealized +3.5%
RITE AID CORP 0.0%
Value ($000) $38 Shares 4,350 Est. Cost $4.83 Unrealized
DE DEERE & CO 0.0%
Value ($000) $37 Shares 424 Est. Cost $70.94 Unrealized +2.9%
FDX FEDEX CORP 0.0%
Value ($000) $37 Shares 222 Est. Cost $127.78 Unrealized +15.7%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $37 Shares 1,123 Est. Cost $35.42 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $36 Shares 735 Est. Cost $45.84 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $35 Shares 898 Est. Cost $49.05 Unrealized -32.1%
MFC NUVEEN SELECTTAX FREE INC FD 0.0%
Value ($000) $35 Shares 2,400 Est. Cost $13.75 Unrealized
MMM 3M CO 0.0%
Value ($000) $34 Shares 208 Est. Cost $77.05 Unrealized +25.7%
VLY VALLEY NATIONAL 0.0%
Value ($000) $34 Shares 3,645 Est. Cost $10.02 Unrealized -5.6%
DIS DISNEY WALT CO 0.0%
Value ($000) $33 Shares 317 Est. Cost $71.07 Unrealized +29.3%
M MACY'S INC 0.0%
Value ($000) $32 Shares 496 Est. Cost $55.60 Unrealized +15.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $32 Shares 662 Est. Cost $28.65 Unrealized -18.7%
EXC EXELON CORP 0.0%
Value ($000) $31 Shares 930 Est. Cost $13.80 Unrealized +22.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $31 Shares 405 Est. Cost $47.23 Unrealized -0.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $31 Shares 313 Est. Cost $70.55 Unrealized 0.0%
MERCHANTS BANCSHARES INC 0.0%
Value ($000) $30 Shares 1,012 Est. Cost $32.61 Unrealized
ITRI ITRON INC 0.0%
Value ($000) $30 Shares 825 Est. Cost $37.94 Unrealized -1.8%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $29 Shares 155 Est. Cost $13.69 Unrealized -1.4%
NFG NATIONAL FUEL GAS CO NJ 0.0%
Value ($000) $29 Shares 480 Est. Cost $73.18 Unrealized -12.2%
FIREEYE INC 0.0%
Value ($000) $28 Shares 725 Est. Cost $31.72 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $28 Shares 846 Est. Cost $33.10 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $28 Shares 225 Est. Cost $122.47 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $27 Shares 1,915 Est. Cost $15.53 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $27 Shares 778 Est. Cost $19.89 Unrealized +27.4%
VYX NCR CORP NEW 0.0%
Value ($000) $27 Shares 920 Est. Cost $20.85 Unrealized -16.6%
ELV ANTHEM INC COM 0.0%
Value ($000) $27 Shares 175 Est. Cost $105.54 Unrealized +15.6%
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $21.67 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $26 Shares 640 Est. Cost $40.63 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $26 Shares 134 Est. Cost $107.99 Unrealized +4.8%
D DOMINION RESOURCES INC VA NEW 0.0%
Value ($000) $25 Shares 356 Est. Cost $43.27 Unrealized +7.7%
EMC CORP 0.0%
Value ($000) $24 Shares 942 Est. Cost $25.11 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) $23 Shares 1,470 Est. Cost $29.50 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $23 Shares 400 Est. Cost $37.77 Unrealized +6.7%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $23 Shares 222 Est. Cost $70.60 Unrealized +5.2%
SOURCE CAPITAL INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $70.00 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $22 Shares 385 Est. Cost $31.94 Unrealized +30.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $21 Shares 158 Est. Cost $122.30 Unrealized +2.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $21 Shares 220 Est. Cost $70.79 Unrealized -0.5%
BABSON CAP GLB SHT DURHGH YLD 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $24.00 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX 0.0%
Value ($000) $20 Shares 301 Est. Cost $49.83 Unrealized
QCLN FIRST TRUST NASDAQ CLN EDG GREEN 0.0%
Value ($000) $20 Shares 1,056 Est. Cost $19.89 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $19 Shares 173 Est. Cost $113.03 Unrealized
SWISS HELVETIA FUND 0.0%
Value ($000) $19 Shares 1,640 Est. Cost $14.63 Unrealized
INTEGRYS ENERGY GROUP INC 0.0%
Value ($000) $19 Shares 260 Est. Cost $61.54 Unrealized
WESTPAC BANKING CORP 0.0%
Value ($000) $19 Shares 640 Est. Cost $28.91 Unrealized
AVON PRODUCTS INC 0.0%
Value ($000) $18 Shares 2,195 Est. Cost $13.95 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.0%
Value ($000) $18 Shares 220 Est. Cost $79.01 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $18 Shares 263 Est. Cost $51.38 Unrealized +4.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $17 Shares 155 Est. Cost $76.24 Unrealized +0.1%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $17 Shares 394 Est. Cost $48.24 Unrealized -10.9%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $17 Shares 311 Est. Cost $43.16 Unrealized +1.7%
JOHN HANCOCK 0.0%
Value ($000) $17 Shares 800 Est. Cost $20.00 Unrealized
V VISA INC 0.0%
Value ($000) $17 Shares 264 Est. Cost $60.84 Unrealized +0.7%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $16 Shares 200 Est. Cost $77.61 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $15 Shares 425 Est. Cost $35.71 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $15 Shares 230 Est. Cost $44.56 Unrealized +25.2%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $15 Shares 150 Est. Cost $64.17 Unrealized +8.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $15 Shares 200 Est. Cost $26.63 Unrealized 0.0%
HEALTHCARE TR AMER INC 0.0%
Value ($000) $15 Shares 537 Est. Cost $27.93 Unrealized
POWERSHARES DWA INDUSTRIALS 0.0%
Value ($000) $15 Shares 316 Est. Cost $47.47 Unrealized
STERICYCLE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.00 Unrealized
NUVEEN MUNICIPAL VALUE FUND INC 0.0%
Value ($000) $14 Shares 1,398 Est. Cost $9.30 Unrealized
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $14 Shares 200 Est. Cost $81.67 Unrealized
PACWEST BANCORP DEL 0.0%
Value ($000) $13 Shares 283 Est. Cost $42.40 Unrealized
BCE BCE INC 0.0%
Value ($000) $13 Shares 308 Est. Cost $22.18 Unrealized +6.6%
EFX EQUIFAX INC 0.0%
Value ($000) $13 Shares 145 Est. Cost $62.60 Unrealized +27.7%
FDL FIRST TRUST MORNINGSTAR DIV 0.0%
Value ($000) $13 Shares 575 Est. Cost $22.61 Unrealized
GAS NATURAL INC. 0.0%
Value ($000) $12 Shares 1,175 Est. Cost $10.21 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES 0.0%
Value ($000) $12 Shares 124 Est. Cost $61.05 Unrealized +7.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $34.98 Unrealized +25.0%
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $12 Shares 100 Est. Cost $112.80 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $12 Shares 138 Est. Cost $61.01 Unrealized +4.3%
LLY ELI LILLY & CO 0.0%
Value ($000) $12 Shares 162 Est. Cost $56.96 Unrealized +3.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $11 Shares 131 Est. Cost $53.15 Unrealized -5.0%
HESS CORP 0.0%
Value ($000) $11 Shares 159 Est. Cost $68.87 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $11 Shares 257 Est. Cost $27.50 Unrealized +13.5%
C CITIGROUP INC 0.0%
Value ($000) $11 Shares 216 Est. Cost $39.38 Unrealized -3.7%
BLACKROCK INC 0.0%
Value ($000) $11 Shares 29 Est. Cost $379.31 Unrealized
MARKET VECTORS GLB ALTERNATVE 0.0%
Value ($000) $10 Shares 176 Est. Cost $62.50 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.09 Unrealized +16.4%
NUVEEN INSURED MUNICIPAL 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.29 Unrealized
UDR UDR INC 0.0%
Value ($000) $10 Shares 280 Est. Cost $16.46 Unrealized +36.3%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $10 Shares 75 Est. Cost $112.78 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $10 Shares 106 Est. Cost $73.74 Unrealized +1.2%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 116 Est. Cost $103.45 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $10 Shares 74 Est. Cost $104.58 Unrealized +0.2%
HEWLETT PACKARD CO 0.0%
Value ($000) $9 Shares 291 Est. Cost $36.45 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $9 Shares 147 Est. Cost $64.83 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $9 Shares 125 Est. Cost $56.79 Unrealized -16.4%
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $9 Shares 150 Est. Cost $52.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $8 Shares 39 Est. Cost $137.24 Unrealized +7.2%
WEIGHT WATCHERS INTERNATIONAL 0.0%
Value ($000) $8 Shares 1,090 Est. Cost $20.07 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $8 Shares 77 Est. Cost $19.05 Unrealized +4.3%
NKE NIKE INC 0.0%
Value ($000) $8 Shares 84 Est. Cost $41.23 Unrealized +1.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $27.43 Unrealized +2.6%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $7 Shares 113 Est. Cost $44.31 Unrealized +4.0%
DST SYSTEMS INC DE 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $7 Shares 84 Est. Cost $59.78 Unrealized +14.6%
TRANSCANADA CORP 0.0%
Value ($000) $7 Shares 170 Est. Cost $47.06 Unrealized
LINKEDIN CORP COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $200.00 Unrealized
ALLE ALLEGION PUB LTD 0.0%
Value ($000) $7 Shares 116 Est. Cost $44.33 Unrealized +14.4%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $7 Shares 392 Est. Cost $17.21 Unrealized 0.0%
OGS ONE GAS INC 0.0%
Value ($000) $7 Shares 165 Est. Cost $34.23 Unrealized +24.9%
MEXICO FUND INC 0.0%
Value ($000) $6 Shares 276 Est. Cost $25.36 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $6 Shares 94 Est. Cost $63.83 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $6 Shares 98 Est. Cost $52.28 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $6 Shares 101 Est. Cost $28.21 Unrealized -0.0%
DVA DAVITA HEALTHCARE PARTNERS INC 0.0%
Value ($000) $6 Shares 76 Est. Cost $76.74 Unrealized 0.0%
BB&T CORP 0.0%
Value ($000) $6 Shares 145 Est. Cost $41.38 Unrealized
GOOGLE INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $600.00 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $6 Shares 52 Est. Cost $91.85 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $97.48 Unrealized +3.9%
XLK TECHNOLOGY SELECT SECTOR SPDRR 0.0%
Value ($000) $6 Shares 140 Est. Cost $42.86 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $6 Shares 28 Est. Cost $203.10 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $71.41 Unrealized +11.2%
TU TELUS CORP 0.0%
Value ($000) $5 Shares 142 Est. Cost $17.29 Unrealized 0.0%
ZD J2 GLOBAL INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $41.75 Unrealized +33.3%
SBNY SIGNATURE BANK 0.0%
Value ($000) $5 Shares 35 Est. Cost $142.86 Unrealized
NUVEEN CA SELECT TAX FREE PRTF 0.0%
Value ($000) $5 Shares 336 Est. Cost $14.88 Unrealized
CBS CORP NEW 0.0%
Value ($000) $5 Shares 89 Est. Cost $56.18 Unrealized
PPL PPL CORP 0.0%
Value ($000) $5 Shares 146 Est. Cost $19.85 Unrealized -0.6%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $5 Shares 94 Est. Cost $38.58 Unrealized +4.6%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.22 Unrealized +17.3%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
GENESEE & WYOMING INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $5 Shares 71 Est. Cost $51.07 Unrealized 0.0%
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $86.21 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $97.19 Unrealized 0.0%
PBI PITNEY BOWES INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.28 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $5 Shares 69 Est. Cost $76.41 Unrealized -7.1%
GRUMA SAB DE CV SPON 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
VANGUARD NATURAL RESOURCES 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $23.76 Unrealized +10.2%
EVERBANK FINL CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
PRECISION CASTPARTS CORP 0.0%
Value ($000) $4 Shares 21 Est. Cost $190.48 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $4 Shares 52 Est. Cost $52.54 Unrealized 0.0%
INDIA FUND INC 0.0%
Value ($000) $4 Shares 131 Est. Cost $22.89 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $45.00 Unrealized
KEY KEYCORP 0.0%
Value ($000) $4 Shares 260 Est. Cost $8.95 Unrealized 0.0%
NIMBLE STORAGE INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $30.00 Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $4 Shares 488 Est. Cost $5.34 Unrealized
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
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
PROSHARES ULTRA BLOOMBERG CRUDE 0.0%
Value ($000) $3 Shares 506 Est. Cost $9.88 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.21 Unrealized 0.0%
ACTAVIS PLC SHS 0.0%
Value ($000) $3 Shares 9 Est. Cost $333.33 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $3 Shares 47 Est. Cost $32.76 Unrealized +31.2%
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
SIGMA ALDRICH CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $58.94 Unrealized 0.0%
BB BLACKBERRY LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.38 Unrealized +8.3%
DHI D R HORTON INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $23.12 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.22 Unrealized 0.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.24 Unrealized +4.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $108.35 Unrealized 0.0%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $133.83 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1 Shares 22 Est. Cost $36.21 Unrealized 0.0%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $105.81 Unrealized 0.0%
PII POLARIS INDUSTRIES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $147.36 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $34.95 Unrealized 0.0%
GWW GRAINGER WW INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $199.99 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $22.70 Unrealized +4.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $45.43 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $74.54 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.00 Unrealized 0.0%
WP GLIMCHER INC 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $91.42 Unrealized +29.7%
CLX CLOROX CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $79.95 Unrealized 0.0%
NORDSTROM INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
CHUBB CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
SANOFI 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SCANA CORP NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 18 Est. Cost $29.94 Unrealized 0.0%
KELLOGG CO 0.0%
Value ($000) $0 Shares 15 Est. Cost $41.73 Unrealized 0.0%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $0 Shares 166 Est. Cost $4.79 Unrealized -39.3%
AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
ARCC ARES CAP CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $5.89 Unrealized 0.0%
HARRIS CORP DE 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
EATON VANCE CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $53.34 Unrealized -3.2%