Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 23, 2015

Total Value ($000): $209,890 (100.0% shares, 0.0% debt)

Holdings (293)

IBB ISHARES NASDAQ BIOTECHNOLOGY 4.6%
Value ($000) $9,553 Shares 25,889 Est. Cost $187.07 Unrealized
IUSG ISHARES RUSSELL 3000 GROWTH 3.5%
Value ($000) $7,412 Shares 91,150 Est. Cost $61.84 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 3.4%
Value ($000) $7,177 Shares 67,348 Est. Cost $80.72 Unrealized
SCHW SCHWAB CHARLES CORP NEW 3.3%
Value ($000) $7,016 Shares 214,876 Est. Cost $16.84 Unrealized +64.8%
BA BOEING CO 3.3%
Value ($000) $6,824 Shares 49,193 Est. Cost $82.54 Unrealized +56.1%
PFE PFIZER INC 3.1%
Value ($000) $6,611 Shares 197,162 Est. Cost $16.64 Unrealized +24.9%
CSCO CISCO SYSTEMS INC 3.1%
Value ($000) $6,441 Shares 234,569 Est. Cost $15.35 Unrealized +34.4%
GENERAL ELECTRIC CO 3.0%
Value ($000) $6,358 Shares 239,291 Est. Cost $23.36 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $6,085 Shares 137,815 Est. Cost $27.01 Unrealized +45.5%
VTR VENTAS INC 2.6%
Value ($000) $5,429 Shares 87,442 Est. Cost $46.48 Unrealized +5.3%
XEROX CORP 2.5%
Value ($000) $5,271 Shares 495,423 Est. Cost $9.23 Unrealized
WY WEYERHAEUSER CO 2.5%
Value ($000) $5,192 Shares 164,831 Est. Cost $18.86 Unrealized +12.2%
CBU COMMUNITY BANK SYSTEM INC 2.4%
Value ($000) $5,041 Shares 133,453 Est. Cost $20.16 Unrealized +29.3%
RDY DR REDDYS LABORATORIES LTD 2.4%
Value ($000) $4,959 Shares 89,644 Est. Cost $39.01 Unrealized
GLW CORNING INC 2.3%
Value ($000) $4,880 Shares 247,301 Est. Cost $10.70 Unrealized +50.6%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $4,711 Shares 101,061 Est. Cost $27.05 Unrealized +4.7%
STAPLES INC 2.2%
Value ($000) $4,544 Shares 296,760 Est. Cost $15.27 Unrealized
ROYAL DUTCH SHELL PLC 2.2%
Value ($000) $4,544 Shares 79,711 Est. Cost $65.39 Unrealized
TSM TAIWAN SEMICONDUCTOR 2.1%
Value ($000) $4,420 Shares 194,606 Est. Cost $18.79 Unrealized
VLO VALERO ENERGY CORP NEW 2.1%
Value ($000) $4,401 Shares 70,305 Est. Cost $24.43 Unrealized +59.4%
EWBC EAST WEST BANCORP INC 2.1%
Value ($000) $4,375 Shares 97,611 Est. Cost $20.23 Unrealized +66.2%
COST COSTCO WHOLESALE CORP NEW 2.0%
Value ($000) $4,241 Shares 31,403 Est. Cost $88.64 Unrealized +35.6%
GLAXOSMITHKLINE PLC 2.0%
Value ($000) $4,170 Shares 100,130 Est. Cost $49.41 Unrealized
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $4,124 Shares 74,403 Est. Cost $40.83 Unrealized +8.3%
VERIFONE HOLDINGS INC 1.9%
Value ($000) $4,073 Shares 119,939 Est. Cost $19.84 Unrealized
ASTE ASTEC INDUSTRIES INC 1.9%
Value ($000) $3,922 Shares 93,787 Est. Cost $30.46 Unrealized +23.8%
POTASH CORP OF SASK INC 1.8%
Value ($000) $3,818 Shares 123,278 Est. Cost $35.96 Unrealized
TEX TEREX CORP NEW 1.6%
Value ($000) $3,436 Shares 147,756 Est. Cost $30.86 Unrealized -14.5%
MONSANTO CO 1.6%
Value ($000) $3,421 Shares 32,096 Est. Cost $100.61 Unrealized
SLB SCHLUMBERGER LTD 1.6%
Value ($000) $3,391 Shares 39,343 Est. Cost $54.64 Unrealized +22.2%
GUESS? INC 1.6%
Value ($000) $3,373 Shares 175,977 Est. Cost $23.00 Unrealized
DUK DUKE ENERGY CORP 1.6%
Value ($000) $3,327 Shares 47,111 Est. Cost $41.86 Unrealized +16.3%
HMC HONDA MOTOR LTD 1.5%
Value ($000) $3,161 Shares 97,555 Est. Cost $32.66 Unrealized
DVN DEVON ENERGY CORP NEW 1.5%
Value ($000) $3,107 Shares 52,228 Est. Cost $37.64 Unrealized +17.5%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $2,869 Shares 17,636 Est. Cost $100.03 Unrealized +3.0%
HRL GEO. A. HORMEL & CO. 1.1%
Value ($000) $2,322 Shares 41,190 Est. Cost $15.25 Unrealized +44.2%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,046 Shares 20,989 Est. Cost $59.66 Unrealized +24.9%
KO COCA COLA CO 0.9%
Value ($000) $1,944 Shares 49,575 Est. Cost $28.14 Unrealized +3.2%
INTC INTEL CORP 0.9%
Value ($000) $1,896 Shares 62,364 Est. Cost $17.34 Unrealized +44.7%
LNT ALLIANT ENERGY CORP 0.8%
Value ($000) $1,709 Shares 29,602 Est. Cost $20.07 Unrealized +7.8%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,702 Shares 20,454 Est. Cost $53.83 Unrealized +0.9%
KRAFT FOODS GROUP INC 0.8%
Value ($000) $1,689 Shares 19,842 Est. Cost $55.84 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $1,642 Shares 32,739 Est. Cost $33.14 Unrealized +15.4%
THOMSON REUTERS CORP 0.7%
Value ($000) $1,539 Shares 40,442 Est. Cost $33.08 Unrealized
TOTAL S A 0.7%
Value ($000) $1,501 Shares 30,526 Est. Cost $49.30 Unrealized
DGS WISDOMTREE EMERGING MKTS 0.6%
Value ($000) $1,315 Shares 30,294 Est. Cost $47.46 Unrealized
NVRI HARSCO CORP 0.6%
Value ($000) $1,242 Shares 75,290 Est. Cost $22.34 Unrealized -26.0%
HYS PIMCO 0-5 YEAR HIGH YLD CORP BD 0.4%
Value ($000) $921 Shares 9,228 Est. Cost $104.27 Unrealized
T AT&T INC 0.4%
Value ($000) $737 Shares 20,744 Est. Cost $11.43 Unrealized +6.8%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $660 Shares 8,444 Est. Cost $55.21 Unrealized +8.6%
GOOGLE INC 0.3%
Value ($000) $597 Shares 1,146 Est. Cost $520.94 Unrealized
RY ROYAL BANK CANADA MONTREAL 0.2%
Value ($000) $489 Shares 8,000 Est. Cost $61.49 Unrealized +4.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $487 Shares 5,049 Est. Cost $71.75 Unrealized -7.4%
ENSCO PLC 0.2%
Value ($000) $440 Shares 19,750 Est. Cost $29.96 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $398 Shares 6,481 Est. Cost $41.65 Unrealized +11.4%
SPY SPDR S&P 500 (MKT) 0.2%
Value ($000) $361 Shares 1,753 Est. Cost $197.25 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $330 Shares 4,960 Est. Cost $36.74 Unrealized +25.2%
EFA ISHARES MSCI EAFE (MKT) 0.2%
Value ($000) $321 Shares 5,052 Est. Cost $57.22 Unrealized
PRAXAIR INC 0.1%
Value ($000) $306 Shares 2,561 Est. Cost $115.01 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.1%
Value ($000) $304 Shares 2,886 Est. Cost $105.03 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $304 Shares 4,350 Est. Cost $30.41 Unrealized +3.5%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $283 Shares 2,928 Est. Cost $65.55 Unrealized +23.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $274 Shares 2,540 Est. Cost $83.46 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $270 Shares 6,692 Est. Cost $27.73 Unrealized +33.4%
POWERSHARES QQQ (MKT) 0.1%
Value ($000) $265 Shares 2,475 Est. Cost $94.37 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $255 Shares 3,279 Est. Cost $62.30 Unrealized -8.7%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $255 Shares 2,303 Est. Cost $116.65 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $252 Shares 3,933 Est. Cost $67.35 Unrealized
KEURIG GREEN MTN INC 0.1%
Value ($000) $235 Shares 3,065 Est. Cost $105.51 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $225 Shares 2,800 Est. Cost $49.82 Unrealized +7.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $203 Shares 4,928 Est. Cost $26.57 Unrealized +16.1%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value ($000) $179 Shares 1,668 Est. Cost $92.93 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $175 Shares 2,906 Est. Cost $21.69 Unrealized +5.9%
DTE DTE ENERGY CO 0.1%
Value ($000) $174 Shares 2,335 Est. Cost $39.45 Unrealized +18.7%
PEP PEPSICO INC 0.1%
Value ($000) $173 Shares 1,856 Est. Cost $56.42 Unrealized +22.8%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.1%
Value ($000) $169 Shares 2,271 Est. Cost $58.54 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $160 Shares 710 Est. Cost $101.90 Unrealized +109.2%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $159 Shares 1,667 Est. Cost $56.79 Unrealized +19.2%
AMGN AMGEN INC 0.1%
Value ($000) $148 Shares 962 Est. Cost $94.52 Unrealized +24.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $146 Shares 2,161 Est. Cost $44.50 Unrealized +10.4%
BIIB BIOGEN INC 0.1%
Value ($000) $145 Shares 360 Est. Cost $317.43 Unrealized +26.4%
BP BP PLC 0.1%
Value ($000) $138 Shares 3,460 Est. Cost $47.79 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $133 Shares 975 Est. Cost $116.85 Unrealized +22.1%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $128 Shares 4,897 Est. Cost $23.38 Unrealized +12.3%
DUFF & PHELPS GLB UTL INC 0.1%
Value ($000) $123 Shares 6,939 Est. Cost $19.74 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $119 Shares 2,000 Est. Cost $39.90 Unrealized +2.2%
DEVRY EDUCATION GROUP, INC 0.1%
Value ($000) $117 Shares 3,910 Est. Cost $31.01 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $110 Shares 2,700 Est. Cost $42.22 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $107 Shares 1,220 Est. Cost $72.55 Unrealized +6.7%
VECTREN CORP 0.1%
Value ($000) $106 Shares 2,764 Est. Cost $39.44 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $105 Shares 982 Est. Cost $105.91 Unrealized
POWERSHARES BUILD AMERICA BOND 0.0%
Value ($000) $104 Shares 3,600 Est. Cost $28.68 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $102 Shares 1,522 Est. Cost $34.62 Unrealized +22.3%
WU WESTERN UNION CO 0.0%
Value ($000) $101 Shares 4,960 Est. Cost $16.96 Unrealized
NVO NOVO NORDISK A S 0.0%
Value ($000) $99 Shares 1,800 Est. Cost $45.56 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $98 Shares 2,000 Est. Cost $31.13 Unrealized +26.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $97 Shares 1,500 Est. Cost $46.95 Unrealized +15.7%
MET METLIFE INC 0.0%
Value ($000) $97 Shares 1,728 Est. Cost $32.72 Unrealized +1.2%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $95 Shares 346 Est. Cost $264.61 Unrealized
CM CDN IMPERIAL BK 0.0%
Value ($000) $94 Shares 1,275 Est. Cost $22.39 Unrealized +4.1%
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $93 Shares 620 Est. Cost $59.46 Unrealized +49.3%
ISHARES MSCI TAIWAN (MKT) 0.0%
Value ($000) $83 Shares 5,230 Est. Cost $13.31 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $80 Shares 7,140 Est. Cost $11.20 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $79 Shares 1,413 Est. Cost $34.60 Unrealized +19.6%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $75 Shares 690 Est. Cost $108.70 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $72 Shares 573 Est. Cost $18.27 Unrealized +56.2%
POWERSHARES 1-30 LADDERED 0.0%
Value ($000) $72 Shares 2,250 Est. Cost $32.00 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $71 Shares 3,400 Est. Cost $12.97 Unrealized +56.2%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $71 Shares 1,097 Est. Cost $49.47 Unrealized +17.9%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $71 Shares 670 Est. Cost $55.50 Unrealized +49.6%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $70 Shares 1,647 Est. Cost $43.11 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $68 Shares 4,525 Est. Cost $8.37 Unrealized +4.6%
PEOPLE'S UNITED FINANCIAL INC 0.0%
Value ($000) $65 Shares 4,000 Est. Cost $14.99 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $64 Shares 1,408 Est. Cost $9.34 Unrealized +36.0%
TIDEWATER INC 0.0%
Value ($000) $63 Shares 2,786 Est. Cost $54.19 Unrealized
POWERSHARES BUYBACK ACHIEVERS 0.0%
Value ($000) $62 Shares 1,267 Est. Cost $48.15 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $60 Shares 1,525 Est. Cost $42.72 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $59 Shares 3,094 Est. Cost $15.55 Unrealized -9.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $58 Shares 611 Est. Cost $71.80 Unrealized +3.3%
QRVO QORVO INC 0.0%
Value ($000) $58 Shares 725 Est. Cost $71.21 Unrealized +8.9%
SPIB SPDR BARCLAYS INTERM TERM 0.0%
Value ($000) $57 Shares 1,680 Est. Cost $33.93 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $57 Shares 1,070 Est. Cost $34.90 Unrealized +17.3%
THG HANOVER INSURANCE GROUP INC 0.0%
Value ($000) $55 Shares 739 Est. Cost $42.06 Unrealized +26.5%
SYY SYSCO CORP 0.0%
Value ($000) $55 Shares 1,526 Est. Cost $26.16 Unrealized +8.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $54 Shares 1,193 Est. Cost $33.96 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $54 Shares 732 Est. Cost $58.10 Unrealized +1.2%
NATIONAL GRID PLC 0.0%
Value ($000) $54 Shares 834 Est. Cost $68.35 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $53 Shares 520 Est. Cost $68.72 Unrealized +8.8%
CIGNA CORP 0.0%
Value ($000) $52 Shares 319 Est. Cost $90.31 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $52 Shares 3,040 Est. Cost $13.25 Unrealized -0.9%
NUVEEN PERFORMANCE PLUS 0.0%
Value ($000) $52 Shares 3,719 Est. Cost $13.98 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $49 Shares 575 Est. Cost $68.45 Unrealized -3.8%
SPDR NUVEEN BARCLAYS CAPITAL S/T 0.0%
Value ($000) $48 Shares 1,978 Est. Cost $24.27 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $48 Shares 178 Est. Cost $13.97 Unrealized +13.2%
SYK STRYKER CORP 0.0%
Value ($000) $47 Shares 495 Est. Cost $69.03 Unrealized +21.4%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $46 Shares 577 Est. Cost $61.18 Unrealized +10.5%
PANERA BREAD CO 0.0%
Value ($000) $46 Shares 265 Est. Cost $162.37 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $46 Shares 250 Est. Cost $102.35 Unrealized +23.3%
RETAIL PPTYS AMER INC 0.0%
Value ($000) $46 Shares 3,296 Est. Cost $13.65 Unrealized
NUVEEN QUALITY INCOME 0.0%
Value ($000) $44 Shares 3,300 Est. Cost $13.33 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 0.0%
Value ($000) $44 Shares 293 Est. Cost $143.34 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $42 Shares 1,143 Est. Cost $35.44 Unrealized
FXI ISHARES CHINA LARGE-CAP (MKT) 0.0%
Value ($000) $41 Shares 900 Est. Cost $35.56 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $41 Shares 1,160 Est. Cost $35.05 Unrealized +10.4%
HD HOME DEPOT INC 0.0%
Value ($000) $40 Shares 361 Est. Cost $68.09 Unrealized +27.9%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $40 Shares 737 Est. Cost $56.99 Unrealized
NEUBERGER BERMAN 0.0%
Value ($000) $39 Shares 2,600 Est. Cost $14.62 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $22.69 Unrealized +26.0%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $38 Shares 358 Est. Cost $72.37 Unrealized +4.0%
VLY VALLEY NATIONAL 0.0%
Value ($000) $38 Shares 3,645 Est. Cost $10.02 Unrealized -2.8%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $36.82 Unrealized +1.7%
WESTERN ASSET 0.0%
Value ($000) $38 Shares 3,950 Est. Cost $9.62 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $38 Shares 615 Est. Cost $74.80 Unrealized
ITB ISHARES US HOME CONSTRUCTION 0.0%
Value ($000) $38 Shares 1,394 Est. Cost $25.82 Unrealized
RITE AID CORP 0.0%
Value ($000) $36 Shares 4,350 Est. Cost $4.83 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $35 Shares 898 Est. Cost $49.05 Unrealized -29.6%
FIREEYE INC 0.0%
Value ($000) $35 Shares 725 Est. Cost $31.72 Unrealized
MERCHANTS BANCSHARES INC 0.0%
Value ($000) $33 Shares 1,012 Est. Cost $32.61 Unrealized
M MACY'S INC 0.0%
Value ($000) $33 Shares 496 Est. Cost $55.60 Unrealized +21.6%
MFC NUVEEN SELECTTAX FREE INC FD 0.0%
Value ($000) $33 Shares 2,400 Est. Cost $13.75 Unrealized
DE DEERE & CO 0.0%
Value ($000) $32 Shares 329 Est. Cost $70.94 Unrealized +6.2%
MMM 3M CO 0.0%
Value ($000) $31 Shares 200 Est. Cost $77.05 Unrealized +23.1%
WMT WAL-MART STORES INC 0.0%
Value ($000) $31 Shares 441 Est. Cost $20.80 Unrealized +0.4%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $30 Shares 175 Est. Cost $190.28 Unrealized -1.3%
EXC EXELON CORP 0.0%
Value ($000) $29 Shares 930 Est. Cost $13.80 Unrealized +19.1%
ELV ANTHEM INC COM 0.0%
Value ($000) $29 Shares 175 Est. Cost $105.54 Unrealized +30.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $29 Shares 254 Est. Cost $71.07 Unrealized +40.7%
ITRI ITRON INC 0.0%
Value ($000) $29 Shares 850 Est. Cost $37.89 Unrealized -4.2%
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $29 Shares 985 Est. Cost $26.15 Unrealized
NFG NATIONAL FUEL GAS CO NJ 0.0%
Value ($000) $28 Shares 480 Est. Cost $73.18 Unrealized -13.7%
FDX FEDEX CORP 0.0%
Value ($000) $28 Shares 166 Est. Cost $127.78 Unrealized +16.1%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $28 Shares 225 Est. Cost $122.47 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $28 Shares 920 Est. Cost $20.85 Unrealized -11.3%
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $21.67 Unrealized
VNQ VANGUARD REIT INDEX ETF (MKT) 0.0%
Value ($000) $27 Shares 365 Est. Cost $82.85 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $27 Shares 1,915 Est. Cost $15.53 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $26 Shares 662 Est. Cost $28.65 Unrealized -20.1%
DST SYSTEMS INC DE 0.0%
Value ($000) $25 Shares 200 Est. Cost $122.50 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $25 Shares 778 Est. Cost $19.89 Unrealized +20.9%
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $22.27 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $23 Shares 134 Est. Cost $107.99 Unrealized +0.1%
KRISPY KREME DOUGHNUTS INC 0.0%
Value ($000) $23 Shares 1,220 Est. Cost $15.57 Unrealized
SOURCE CAPITAL INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $70.00 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $21 Shares 435 Est. Cost $45.84 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX 0.0%
Value ($000) $21 Shares 301 Est. Cost $49.83 Unrealized
ULTRA PETROLEUM CORP 0.0%
Value ($000) $21 Shares 1,675 Est. Cost $27.42 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $21 Shares 220 Est. Cost $84.32 Unrealized -2.8%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $20 Shares 385 Est. Cost $31.94 Unrealized +29.2%
DEO DIAGEO PLC 0.0%
Value ($000) $20 Shares 173 Est. Cost $113.03 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $20 Shares 220 Est. Cost $70.79 Unrealized -4.3%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $20 Shares 495 Est. Cost $40.63 Unrealized
JDS UNIPHASE CORP 0.0%
Value ($000) $20 Shares 1,695 Est. Cost $13.04 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $20 Shares 357 Est. Cost $37.77 Unrealized +6.5%
BABSON CAP GLB SHT DURHGH YLD 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $24.00 Unrealized
QCLN FIRST TRUST NASDAQ CLN EDG GREEN 0.0%
Value ($000) $19 Shares 1,056 Est. Cost $19.89 Unrealized
CBS CORP NEW 0.0%
Value ($000) $19 Shares 350 Est. Cost $54.77 Unrealized
SWISS HELVETIA FUND 0.0%
Value ($000) $19 Shares 1,640 Est. Cost $14.63 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.0%
Value ($000) $18 Shares 220 Est. Cost $79.01 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $17 Shares 394 Est. Cost $48.24 Unrealized -7.2%
ETN EATON CORP PLC 0.0%
Value ($000) $17 Shares 250 Est. Cost $54.60 Unrealized +1.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $16 Shares 247 Est. Cost $51.38 Unrealized +3.1%
WESTPAC BANKING CORP 0.0%
Value ($000) $16 Shares 640 Est. Cost $28.91 Unrealized
ALLETE INC 0.0%
Value ($000) $16 Shares 352 Est. Cost $45.45 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $15 Shares 150 Est. Cost $64.17 Unrealized +5.5%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $15 Shares 200 Est. Cost $77.61 Unrealized
JOHN HANCOCK 0.0%
Value ($000) $15 Shares 800 Est. Cost $20.00 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $14 Shares 200 Est. Cost $26.63 Unrealized -7.5%
SPECTRA ENERGY CORP 0.0%
Value ($000) $14 Shares 425 Est. Cost $35.71 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
EOG EOG RESOURCES INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $67.51 Unrealized +0.5%
STERICYCLE INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $110.00 Unrealized
BCE BCE INC 0.0%
Value ($000) $13 Shares 308 Est. Cost $22.18 Unrealized +6.4%
DOW CHEMICAL CO 0.0%
Value ($000) $13 Shares 260 Est. Cost $50.00 Unrealized
HEALTHCARE TR AMER INC 0.0%
Value ($000) $13 Shares 537 Est. Cost $27.93 Unrealized
NUVEEN MUNICIPAL VALUE FUND INC 0.0%
Value ($000) $13 Shares 1,398 Est. Cost $9.30 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $13 Shares 230 Est. Cost $44.56 Unrealized +15.7%
GAS NATURAL INC. 0.0%
Value ($000) $12 Shares 1,175 Est. Cost $10.21 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $34.98 Unrealized +17.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $11 Shares 131 Est. Cost $53.15 Unrealized +0.2%
MARKET VECTORS GLB ALTERNATVE 0.0%
Value ($000) $11 Shares 176 Est. Cost $62.50 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES 0.0%
Value ($000) $11 Shares 124 Est. Cost $61.05 Unrealized +4.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 116 Est. Cost $103.45 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $10 Shares 257 Est. Cost $27.50 Unrealized +5.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.09 Unrealized +22.7%
EFX EQUIFAX INC 0.0%
Value ($000) $10 Shares 105 Est. Cost $62.60 Unrealized +40.8%
NUVEEN INSURED MUNICIPAL 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.29 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $10 Shares 75 Est. Cost $112.78 Unrealized
UDR UDR INC 0.0%
Value ($000) $9 Shares 280 Est. Cost $16.46 Unrealized +37.3%
DOV DOVER CORP 0.0%
Value ($000) $9 Shares 125 Est. Cost $56.79 Unrealized -13.1%
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $9 Shares 150 Est. Cost $52.46 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $8 Shares 113 Est. Cost $44.31 Unrealized +1.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $8 Shares 147 Est. Cost $64.83 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $27.43 Unrealized +1.5%
LLY ELI LILLY & CO 0.0%
Value ($000) $7 Shares 79 Est. Cost $56.96 Unrealized +10.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $7 Shares 39 Est. Cost $137.24 Unrealized +5.3%
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $7 Shares 56 Est. Cost $112.80 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $7 Shares 53 Est. Cost $122.30 Unrealized +3.2%
OGS ONE GAS INC 0.0%
Value ($000) $7 Shares 165 Est. Cost $34.23 Unrealized +24.7%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $7 Shares 84 Est. Cost $59.78 Unrealized +26.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $7 Shares 392 Est. Cost $17.21 Unrealized +8.0%
ST JUDE MEDICAL INC 0.0%
Value ($000) $7 Shares 94 Est. Cost $63.83 Unrealized
TRANSCANADA CORP 0.0%
Value ($000) $7 Shares 170 Est. Cost $47.06 Unrealized
AVON PRODUCTS INC 0.0%
Value ($000) $6 Shares 1,015 Est. Cost $13.95 Unrealized
NIMBLE STORAGE INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $6 Shares 66 Est. Cost $61.01 Unrealized +7.4%
V VISA INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $60.84 Unrealized +3.4%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $97.48 Unrealized +4.1%
LINKEDIN CORP COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $200.00 Unrealized
MEXICO FUND INC 0.0%
Value ($000) $6 Shares 276 Est. Cost $25.36 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $6 Shares 64 Est. Cost $19.05 Unrealized +1.2%
PCAR PACCAR INC 0.0%
Value ($000) $6 Shares 101 Est. Cost $28.21 Unrealized +1.9%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $6 Shares 55 Est. Cost $76.24 Unrealized -0.5%
XLK TECHNOLOGY SELECT SECTOR SPDRR 0.0%
Value ($000) $6 Shares 140 Est. Cost $42.86 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 95 Est. Cost $39.38 Unrealized +3.0%
NUVEEN CA SELECT TAX FREE PRTF 0.0%
Value ($000) $5 Shares 336 Est. Cost $14.88 Unrealized
GRUMA SAB DE CV SPON 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.16 Unrealized -0.9%
PROSHARES ULTRA BLOOMBERG 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.50 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $52.71 Unrealized +4.6%
ZD J2 GLOBAL INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $41.75 Unrealized +41.7%
D DOMINION RESOURCES INC VA NEW 0.0%
Value ($000) $5 Shares 68 Est. Cost $43.27 Unrealized +3.0%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.22 Unrealized +19.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $5 Shares 69 Est. Cost $76.41 Unrealized -10.9%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $5 Shares 94 Est. Cost $38.58 Unrealized -1.5%
NUVEEN GLOBAL HIGH INCOME 0.0%
Value ($000) $4 Shares 226 Est. Cost $17.70 Unrealized
PPL PPL CORP 0.0%
Value ($000) $4 Shares 146 Est. Cost $19.85 Unrealized -2.2%
CDK GLOBAL INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $45.45 Unrealized
HEWLETT PACKARD CO 0.0%
Value ($000) $4 Shares 142 Est. Cost $36.45 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $4 Shares 187 Est. Cost $21.39 Unrealized
GENESEE & WYOMING INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $104.58 Unrealized -1.7%
EVERBANK FINL CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
NKE NIKE INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $41.23 Unrealized +8.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $73.74 Unrealized -1.0%
CALIFORNIA RES CORP 0.0%
Value ($000) $3 Shares 488 Est. Cost $5.34 Unrealized
NUVEEN 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
INDIA FUND INC 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.89 Unrealized
MARKET VECTORS GOLD MINERS ETF 0.0%
Value ($000) $3 Shares 175 Est. Cost $22.86 Unrealized
WEIGHT WATCHERS INTERNATIONAL 0.0%
Value ($000) $3 Shares 715 Est. Cost $20.07 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $3 Shares 30 Est. Cost $71.41 Unrealized +18.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $23.76 Unrealized +6.3%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $2 Shares 47 Est. Cost $32.76 Unrealized +24.9%
BB BLACKBERRY LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.38 Unrealized +3.3%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.23 Unrealized +2.3%
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
TALEN ENERGY CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
EMC CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.11 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $0 Shares 166 Est. Cost $4.79 Unrealized -50.3%
CENTURYLINK INC 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WP GLIMCHER INC 0.0%
Value ($000) $0 Shares 66 Est. Cost $15.15 Unrealized
SANOFI 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized