Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 26, 2015

Total Value ($000): $201,395 (100.0% shares, 0.0% debt)

Holdings (282)

IBB ISHARES NASDAQ BIOTECHNOLOGY 4.0%
Value ($000) $8,100 Shares 26,704 Est. Cost $190.62 Unrealized
IUSG ISHARES RUSSELL 3000 GROWTH 3.6%
Value ($000) $7,202 Shares 94,830 Est. Cost $62.39 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 3.3%
Value ($000) $6,720 Shares 69,088 Est. Cost $81.13 Unrealized
BA BOEING CO 3.3%
Value ($000) $6,648 Shares 50,763 Est. Cost $83.80 Unrealized +47.2%
CSCO CISCO SYSTEMS INC 3.1%
Value ($000) $6,335 Shares 241,332 Est. Cost $15.47 Unrealized +26.5%
SCHW SCHWAB CHARLES CORP NEW 3.1%
Value ($000) $6,288 Shares 220,196 Est. Cost $17.11 Unrealized +65.0%
PFE PFIZER INC 3.1%
Value ($000) $6,268 Shares 199,547 Est. Cost $16.68 Unrealized +23.5%
MSFT MICROSOFT CORP 3.1%
Value ($000) $6,189 Shares 139,836 Est. Cost $27.18 Unrealized +43.2%
GENERAL ELECTRIC CO 3.0%
Value ($000) $6,136 Shares 243,328 Est. Cost $23.39 Unrealized
RDY DR REDDYS LABORATORIES LTD 2.9%
Value ($000) $5,868 Shares 91,821 Est. Cost $39.60 Unrealized
SEAGATE TECHNOLOGY PLC 2.9%
Value ($000) $5,811 Shares 129,702 Est. Cost $44.80 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.5%
Value ($000) $5,099 Shares 137,163 Est. Cost $20.35 Unrealized +34.0%
VTR VENTAS INC 2.5%
Value ($000) $5,047 Shares 90,034 Est. Cost $46.33 Unrealized -10.3%
XEROX CORP 2.4%
Value ($000) $4,900 Shares 503,558 Est. Cost $9.24 Unrealized
COST COSTCO WHOLESALE CORP NEW 2.3%
Value ($000) $4,699 Shares 32,504 Est. Cost $89.68 Unrealized +33.4%
WY WEYERHAEUSER CO 2.3%
Value ($000) $4,676 Shares 171,016 Est. Cost $18.89 Unrealized +3.7%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $4,430 Shares 101,816 Est. Cost $27.05 Unrealized -0.1%
GLW CORNING INC 2.2%
Value ($000) $4,372 Shares 255,416 Est. Cost $10.79 Unrealized +26.3%
VLO VALERO ENERGY CORP NEW 2.1%
Value ($000) $4,192 Shares 69,750 Est. Cost $24.43 Unrealized +72.7%
TSM TAIWAN SEMICONDUCTOR 2.1%
Value ($000) $4,134 Shares 199,221 Est. Cost $18.84 Unrealized
GLAXOSMITHKLINE PLC 2.0%
Value ($000) $3,980 Shares 103,518 Est. Cost $49.05 Unrealized
GUESS? INC 2.0%
Value ($000) $3,939 Shares 184,427 Est. Cost $22.92 Unrealized
ROYAL DUTCH SHELL PLC 1.9%
Value ($000) $3,893 Shares 82,153 Est. Cost $64.86 Unrealized
EWBC EAST WEST BANCORP INC 1.9%
Value ($000) $3,870 Shares 100,751 Est. Cost $20.63 Unrealized +61.4%
HMC HONDA MOTOR LTD 1.7%
Value ($000) $3,520 Shares 117,735 Est. Cost $32.19 Unrealized
DUK DUKE ENERGY CORP 1.7%
Value ($000) $3,457 Shares 48,057 Est. Cost $41.97 Unrealized +12.4%
VERIFONE HOLDINGS INC 1.7%
Value ($000) $3,417 Shares 123,229 Est. Cost $20.05 Unrealized
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $3,416 Shares 77,345 Est. Cost $40.70 Unrealized -8.3%
ASTE ASTEC INDUSTRIES INC 1.6%
Value ($000) $3,258 Shares 97,202 Est. Cost $30.59 Unrealized +11.2%
ITC HOLDINGS CORP 1.5%
Value ($000) $2,926 Shares 87,768 Est. Cost $33.34 Unrealized
MONSANTO CO 1.4%
Value ($000) $2,860 Shares 33,519 Est. Cost $99.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $2,837 Shares 19,566 Est. Cost $99.56 Unrealized -4.2%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $2,801 Shares 40,613 Est. Cost $54.77 Unrealized +7.6%
TEX TEREX CORP NEW 1.4%
Value ($000) $2,778 Shares 154,876 Est. Cost $30.44 Unrealized -28.4%
POTASH CORP OF SASK INC 1.3%
Value ($000) $2,714 Shares 132,033 Est. Cost $34.93 Unrealized
HRL GEO. A. HORMEL & CO. 1.3%
Value ($000) $2,608 Shares 41,190 Est. Cost $15.25 Unrealized +53.4%
DVN DEVON ENERGY CORP NEW 1.0%
Value ($000) $2,047 Shares 55,203 Est. Cost $37.31 Unrealized -15.5%
KO COCA COLA CO 1.0%
Value ($000) $1,959 Shares 48,826 Est. Cost $28.14 Unrealized +2.4%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,958 Shares 20,974 Est. Cost $59.66 Unrealized +21.5%
INTC INTEL CORP 1.0%
Value ($000) $1,916 Shares 63,586 Est. Cost $17.44 Unrealized +29.7%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $1,735 Shares 32,249 Est. Cost $33.14 Unrealized +21.3%
LNT ALLIANT ENERGY CORP 0.9%
Value ($000) $1,714 Shares 29,297 Est. Cost $20.07 Unrealized +5.6%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $1,692 Shares 23,521 Est. Cost $55.93 Unrealized +0.7%
THOMSON REUTERS CORP 0.8%
Value ($000) $1,598 Shares 39,716 Est. Cost $33.08 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,497 Shares 20,134 Est. Cost $53.83 Unrealized -8.8%
KHC KRAFT HEINZ CO 0.7%
Value ($000) $1,392 Shares 19,729 Est. Cost $47.82 Unrealized 0.0%
TOTAL S A 0.7%
Value ($000) $1,375 Shares 30,756 Est. Cost $49.30 Unrealized
DGS WISDOMTREE EMERGING MKTS 0.5%
Value ($000) $1,095 Shares 30,749 Est. Cost $47.29 Unrealized
GOOGLE INC 0.5%
Value ($000) $1,092 Shares 1,796 Est. Cost $552.46 Unrealized
CARE CAP PPTYS INC 0.4%
Value ($000) $776 Shares 23,570 Est. Cost $32.92 Unrealized
NVRI HARSCO CORP 0.4%
Value ($000) $768 Shares 84,675 Est. Cost $21.26 Unrealized -40.7%
HYS PIMCO 0-5 YEAR HIGH YLD CORP BD 0.4%
Value ($000) $726 Shares 7,673 Est. Cost $104.27 Unrealized
T AT&T INC 0.3%
Value ($000) $675 Shares 20,719 Est. Cost $11.43 Unrealized +7.3%
RY ROYAL BANK CANADA MONTREAL 0.2%
Value ($000) $442 Shares 8,000 Est. Cost $61.49 Unrealized -7.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $338 Shares 4,284 Est. Cost $71.75 Unrealized -25.0%
SPY SPDR S&P 500 (MKT) 0.2%
Value ($000) $336 Shares 1,753 Est. Cost $197.25 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.1%
Value ($000) $290 Shares 5,052 Est. Cost $57.22 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $275 Shares 4,650 Est. Cost $36.74 Unrealized +21.2%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $271 Shares 2,718 Est. Cost $65.55 Unrealized +24.1%
PRAXAIR INC 0.1%
Value ($000) $261 Shares 2,561 Est. Cost $115.01 Unrealized
POWERSHARES QQQ (MKT) 0.1%
Value ($000) $252 Shares 2,475 Est. Cost $94.37 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $246 Shares 2,540 Est. Cost $83.46 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $224 Shares 4,661 Est. Cost $41.65 Unrealized -11.6%
PSX PHILLIPS 66 0.1%
Value ($000) $215 Shares 2,800 Est. Cost $49.82 Unrealized +8.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $206 Shares 4,928 Est. Cost $26.57 Unrealized +28.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $205 Shares 2,303 Est. Cost $116.65 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $203 Shares 5,627 Est. Cost $27.73 Unrealized +18.7%
DTE DTE ENERGY CO 0.1%
Value ($000) $188 Shares 2,335 Est. Cost $39.45 Unrealized +19.7%
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.1%
Value ($000) $183 Shares 1,743 Est. Cost $105.03 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $169 Shares 2,559 Est. Cost $62.30 Unrealized -17.6%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value ($000) $167 Shares 1,668 Est. Cost $92.93 Unrealized
KEURIG GREEN MTN INC 0.1%
Value ($000) $166 Shares 3,175 Est. Cost $103.66 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $165 Shares 2,906 Est. Cost $21.69 Unrealized +7.6%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $165 Shares 3,433 Est. Cost $67.35 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $155 Shares 1,635 Est. Cost $56.42 Unrealized +23.2%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $153 Shares 4,650 Est. Cost $30.52 Unrealized +5.0%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $149 Shares 1,667 Est. Cost $56.79 Unrealized +19.2%
AMGN AMGEN INC 0.1%
Value ($000) $133 Shares 962 Est. Cost $94.52 Unrealized +23.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $132 Shares 2,161 Est. Cost $44.50 Unrealized +11.5%
MCK MCKESSON CORP 0.1%
Value ($000) $131 Shares 710 Est. Cost $101.90 Unrealized +92.0%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $130 Shares 4,897 Est. Cost $23.38 Unrealized +12.3%
BAXALTA INC 0.1%
Value ($000) $128 Shares 4,050 Est. Cost $31.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $127 Shares 975 Est. Cost $116.85 Unrealized +17.2%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.1%
Value ($000) $125 Shares 1,881 Est. Cost $58.54 Unrealized
VECTREN CORP 0.1%
Value ($000) $116 Shares 2,764 Est. Cost $39.44 Unrealized
DEVRY EDUCATION GROUP, INC 0.1%
Value ($000) $115 Shares 4,212 Est. Cost $30.74 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $109 Shares 2,000 Est. Cost $39.90 Unrealized -9.6%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $107 Shares 2,700 Est. Cost $42.22 Unrealized
BP BP PLC 0.1%
Value ($000) $106 Shares 3,460 Est. Cost $47.79 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $105 Shares 360 Est. Cost $317.43 Unrealized +4.0%
POWERSHARES BUILD AMERICA BOND 0.1%
Value ($000) $105 Shares 3,600 Est. Cost $28.68 Unrealized
NVO NOVO NORDISK A S 0.0%
Value ($000) $98 Shares 1,800 Est. Cost $45.56 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $97 Shares 982 Est. Cost $105.91 Unrealized
DUFF & PHELPS GLB UTL INC 0.0%
Value ($000) $93 Shares 6,123 Est. Cost $19.74 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $91 Shares 4,960 Est. Cost $16.96 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $88 Shares 3,400 Est. Cost $12.97 Unrealized +81.7%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $87 Shares 346 Est. Cost $264.61 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $87 Shares 1,500 Est. Cost $46.95 Unrealized +6.0%
MET METLIFE INC 0.0%
Value ($000) $84 Shares 1,787 Est. Cost $32.73 Unrealized +0.5%
ABBV ABBVIE INC 0.0%
Value ($000) $83 Shares 1,522 Est. Cost $34.62 Unrealized +22.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $31.13 Unrealized +24.6%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $76 Shares 1,097 Est. Cost $49.47 Unrealized +22.6%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $73 Shares 1,423 Est. Cost $34.60 Unrealized +18.7%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $72 Shares 4,017 Est. Cost $15.00 Unrealized -12.3%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $70 Shares 920 Est. Cost $72.55 Unrealized -10.2%
ISHARES MSCI TAIWAN (MKT) 0.0%
Value ($000) $69 Shares 5,230 Est. Cost $13.31 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $67 Shares 608 Est. Cost $18.74 Unrealized +40.3%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $64 Shares 670 Est. Cost $55.50 Unrealized +39.6%
PEOPLE'S UNITED FINANCIAL INC 0.0%
Value ($000) $63 Shares 4,000 Est. Cost $14.99 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $62 Shares 1,193 Est. Cost $33.96 Unrealized +2.5%
F FORD MOTOR COMPANY 0.0%
Value ($000) $62 Shares 4,525 Est. Cost $8.37 Unrealized -2.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $61 Shares 1,070 Est. Cost $34.90 Unrealized +29.9%
NATIONAL GRID PLC 0.0%
Value ($000) $58 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
THG HANOVER INSURANCE GROUP INC 0.0%
Value ($000) $57 Shares 739 Est. Cost $42.06 Unrealized +40.3%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $56 Shares 1,647 Est. Cost $43.11 Unrealized
POWERSHARES BUYBACK ACHIEVERS 0.0%
Value ($000) $55 Shares 1,267 Est. Cost $48.15 Unrealized
CM CDN IMPERIAL BK 0.0%
Value ($000) $54 Shares 750 Est. Cost $22.39 Unrealized -3.5%
PSA PUBLIC STORAGE 0.0%
Value ($000) $53 Shares 250 Est. Cost $102.35 Unrealized +32.2%
NUVEEN PERFORMANCE PLUS 0.0%
Value ($000) $53 Shares 3,719 Est. Cost $13.98 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $52 Shares 7,140 Est. Cost $11.20 Unrealized
PANERA BREAD CO 0.0%
Value ($000) $51 Shares 265 Est. Cost $162.37 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $49 Shares 520 Est. Cost $68.72 Unrealized +6.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $49 Shares 732 Est. Cost $58.10 Unrealized -1.9%
SPDR NUVEEN BARCLAYS CAPITAL S/T 0.0%
Value ($000) $48 Shares 1,978 Est. Cost $24.27 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $47 Shares 495 Est. Cost $69.03 Unrealized +27.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $47 Shares 3,040 Est. Cost $13.25 Unrealized +1.4%
RETAIL PPTYS AMER INC 0.0%
Value ($000) $46 Shares 3,296 Est. Cost $13.65 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $45 Shares 1,425 Est. Cost $42.72 Unrealized
NUVEEN QUALITY INCOME 0.0%
Value ($000) $45 Shares 3,300 Est. Cost $13.33 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $44 Shares 178 Est. Cost $13.97 Unrealized +21.7%
CIGNA CORP 0.0%
Value ($000) $43 Shares 319 Est. Cost $90.31 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $22.69 Unrealized +25.2%
TIDEWATER INC 0.0%
Value ($000) $42 Shares 3,186 Est. Cost $49.04 Unrealized
NEUBERGER BERMAN 0.0%
Value ($000) $40 Shares 2,600 Est. Cost $14.62 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 0.0%
Value ($000) $40 Shares 293 Est. Cost $143.34 Unrealized
WESTERN ASSET 0.0%
Value ($000) $39 Shares 3,950 Est. Cost $9.62 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $37 Shares 737 Est. Cost $56.99 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) $36 Shares 3,645 Est. Cost $10.02 Unrealized -1.9%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $36 Shares 1,143 Est. Cost $35.44 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $36 Shares 316 Est. Cost $68.09 Unrealized +32.8%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $35 Shares 358 Est. Cost $72.37 Unrealized +7.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $34 Shares 350 Est. Cost $71.80 Unrealized +4.9%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $36.82 Unrealized +2.8%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $34 Shares 1,160 Est. Cost $35.05 Unrealized -8.3%
MFC NUVEEN SELECTTAX FREE INC FD 0.0%
Value ($000) $33 Shares 2,400 Est. Cost $13.75 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $33 Shares 725 Est. Cost $71.21 Unrealized -15.3%
ITRI ITRON INC 0.0%
Value ($000) $32 Shares 990 Est. Cost $36.95 Unrealized -15.5%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $32 Shares 400 Est. Cost $61.18 Unrealized +4.4%
MERCHANTS BANCSHARES INC 0.0%
Value ($000) $30 Shares 1,012 Est. Cost $32.61 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $29 Shares 200 Est. Cost $59.46 Unrealized +60.5%
SPIRIT AIRLS INC 0.0%
Value ($000) $29 Shares 615 Est. Cost $74.80 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $29 Shares 441 Est. Cost $20.80 Unrealized -9.1%
MMM 3M CO 0.0%
Value ($000) $28 Shares 200 Est. Cost $77.05 Unrealized +13.6%
VNQ VANGUARD REIT INDEX ETF (MKT) 0.0%
Value ($000) $28 Shares 365 Est. Cost $82.85 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $28 Shares 930 Est. Cost $13.80 Unrealized +12.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $28 Shares 778 Est. Cost $19.89 Unrealized +23.5%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $27 Shares 898 Est. Cost $49.05 Unrealized -38.4%
RITE AID CORP 0.0%
Value ($000) $26 Shares 4,350 Est. Cost $4.83 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $26 Shares 175 Est. Cost $190.28 Unrealized -11.1%
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $26 Shares 985 Est. Cost $26.15 Unrealized
COLUMBIA PIPELINE GROUP INC COM 0.0%
Value ($000) $26 Shares 1,408 Est. Cost $18.47 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $22.27 Unrealized -0.8%
NI NISOURCE INC 0.0%
Value ($000) $26 Shares 1,408 Est. Cost $9.34 Unrealized +31.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $26 Shares 254 Est. Cost $71.07 Unrealized +40.3%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $25 Shares 134 Est. Cost $107.99 Unrealized +0.7%
M MACY'S INC 0.0%
Value ($000) $25 Shares 496 Est. Cost $55.60 Unrealized +12.8%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $25 Shares 225 Est. Cost $122.47 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $25 Shares 175 Est. Cost $105.54 Unrealized +23.0%
FDX FEDEX CORP 0.0%
Value ($000) $24 Shares 166 Est. Cost $127.78 Unrealized +6.7%
ULTRA PETROLEUM CORP 0.0%
Value ($000) $24 Shares 3,750 Est. Cost $15.79 Unrealized
NFG NATIONAL FUEL GAS CO NJ 0.0%
Value ($000) $24 Shares 480 Est. Cost $73.18 Unrealized -26.2%
TELFY TELEFONICA S A 0.0%
Value ($000) $23 Shares 1,915 Est. Cost $15.53 Unrealized
FIREEYE INC 0.0%
Value ($000) $23 Shares 725 Est. Cost $31.72 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $21 Shares 920 Est. Cost $20.85 Unrealized -20.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $21 Shares 662 Est. Cost $28.65 Unrealized -33.3%
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $21 Shares 1,200 Est. Cost $21.67 Unrealized
DST SYSTEMS INC DE 0.0%
Value ($000) $21 Shares 200 Est. Cost $122.50 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $21 Shares 435 Est. Cost $45.84 Unrealized
FLEX FLEXTRONICS INTERNATIONAL LTD 0.0%
Value ($000) $20 Shares 1,890 Est. Cost $8.12 Unrealized 0.0%
SOURCE CAPITAL INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $70.00 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $19 Shares 173 Est. Cost $113.03 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $19 Shares 385 Est. Cost $31.94 Unrealized +15.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $19 Shares 220 Est. Cost $84.32 Unrealized -14.4%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.0%
Value ($000) $18 Shares 220 Est. Cost $79.01 Unrealized
SWISS HELVETIA FUND 0.0%
Value ($000) $18 Shares 1,640 Est. Cost $14.63 Unrealized
INGERSOLL RAND PLC 0.0%
Value ($000) $18 Shares 350 Est. Cost $51.43 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $18 Shares 357 Est. Cost $37.77 Unrealized +1.7%
KRISPY KREME DOUGHNUTS INC 0.0%
Value ($000) $18 Shares 1,220 Est. Cost $15.57 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $18 Shares 220 Est. Cost $70.79 Unrealized -9.9%
FXH FIRST TRUST HEALTH CARE ALPHADEX 0.0%
Value ($000) $18 Shares 301 Est. Cost $49.83 Unrealized
BABSON CAP GLB SHT DURHGH YLD 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $24.00 Unrealized
ENSCO PLC 0.0%
Value ($000) $16 Shares 1,130 Est. Cost $29.96 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $16 Shares 495 Est. Cost $40.63 Unrealized
STAPLES INC 0.0%
Value ($000) $15 Shares 1,240 Est. Cost $15.27 Unrealized
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $15 Shares 200 Est. Cost $77.61 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $15 Shares 150 Est. Cost $64.17 Unrealized +5.6%
JOHN HANCOCK 0.0%
Value ($000) $15 Shares 800 Est. Cost $20.00 Unrealized
QCLN FIRST TRUST NASDAQ CLN EDG GREEN 0.0%
Value ($000) $15 Shares 1,056 Est. Cost $19.89 Unrealized
STERICYCLE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.00 Unrealized
CBS CORP NEW 0.0%
Value ($000) $14 Shares 350 Est. Cost $54.77 Unrealized
NUVEEN MUNICIPAL VALUE FUND INC 0.0%
Value ($000) $14 Shares 1,398 Est. Cost $9.30 Unrealized
WESTPAC BANKING CORP 0.0%
Value ($000) $13 Shares 640 Est. Cost $28.91 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $13 Shares 200 Est. Cost $26.63 Unrealized -15.4%
HEALTHCARE TR AMER INC 0.0%
Value ($000) $13 Shares 537 Est. Cost $27.93 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $13 Shares 230 Est. Cost $44.56 Unrealized +8.0%
ETN EATON CORP PLC 0.0%
Value ($000) $13 Shares 250 Est. Cost $54.60 Unrealized -14.8%
BCE BCE INC 0.0%
Value ($000) $13 Shares 308 Est. Cost $22.18 Unrealized +0.6%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $12 Shares 300 Est. Cost $48.24 Unrealized -17.5%
PACWEST BANCORP DEL 0.0%
Value ($000) $12 Shares 283 Est. Cost $42.40 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $11 Shares 257 Est. Cost $27.50 Unrealized +7.3%
ARE ALEXANDRIA REAL ESTATE EQUITIES 0.0%
Value ($000) $11 Shares 124 Est. Cost $61.05 Unrealized +1.9%
EOG EOG RESOURCES INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $67.51 Unrealized -15.3%
GAS NATURAL INC. 0.0%
Value ($000) $11 Shares 1,175 Est. Cost $10.21 Unrealized
UDR UDR INC 0.0%
Value ($000) $10 Shares 280 Est. Cost $16.46 Unrealized +40.6%
NUVEEN INSURED MUNICIPAL 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.29 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $10 Shares 131 Est. Cost $53.15 Unrealized -0.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.09 Unrealized +33.1%
MARKET VECTORS GLB ALTERNATVE 0.0%
Value ($000) $9 Shares 176 Est. Cost $62.50 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $9 Shares 75 Est. Cost $112.78 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $8 Shares 150 Est. Cost $52.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $8 Shares 39 Est. Cost $137.24 Unrealized +12.1%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $7 Shares 147 Est. Cost $64.83 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $7 Shares 250 Est. Cost $35.71 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $7 Shares 84 Est. Cost $59.78 Unrealized +22.7%
LLY ELI LILLY & CO 0.0%
Value ($000) $7 Shares 79 Est. Cost $56.96 Unrealized +23.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $7 Shares 116 Est. Cost $103.45 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $7 Shares 113 Est. Cost $44.31 Unrealized +1.5%
DOV DOVER CORP 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.79 Unrealized -25.7%
OGS ONE GAS INC 0.0%
Value ($000) $7 Shares 165 Est. Cost $34.23 Unrealized +28.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $122.30 Unrealized +3.3%
V VISA INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $60.84 Unrealized +9.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $6 Shares 64 Est. Cost $19.05 Unrealized +2.0%
XLK TECHNOLOGY SELECT SECTOR SPDRR 0.0%
Value ($000) $6 Shares 140 Est. Cost $42.86 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.16 Unrealized -1.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $6 Shares 392 Est. Cost $17.21 Unrealized -2.5%
LINKEDIN CORP COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $200.00 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $6 Shares 55 Est. Cost $76.24 Unrealized +1.5%
GM GENERAL MTRS CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $27.43 Unrealized -11.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $5 Shares 35 Est. Cost $115.47 Unrealized 0.0%
D DOMINION RESOURCES INC VA NEW 0.0%
Value ($000) $5 Shares 68 Est. Cost $43.27 Unrealized +3.8%
EFX EQUIFAX INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $62.60 Unrealized +43.8%
MEXICO FUND INC 0.0%
Value ($000) $5 Shares 276 Est. Cost $25.36 Unrealized
NUVEEN CA SELECT TAX FREE PRTF 0.0%
Value ($000) $5 Shares 336 Est. Cost $14.88 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $5 Shares 101 Est. Cost $28.21 Unrealized -4.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $5 Shares 50 Est. Cost $97.48 Unrealized -6.0%
NIMBLE STORAGE INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
NKE NIKE INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $41.23 Unrealized +20.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $61.01 Unrealized +2.1%
CC CHEMOURS CO 0.0%
Value ($000) $5 Shares 738 Est. Cost $7.40 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $5 Shares 94 Est. Cost $38.58 Unrealized -0.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $5 Shares 69 Est. Cost $76.41 Unrealized -13.3%
ZD J2 GLOBAL INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $41.75 Unrealized +45.0%
DE DEERE & CO 0.0%
Value ($000) $5 Shares 68 Est. Cost $70.94 Unrealized +3.4%
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 95 Est. Cost $39.38 Unrealized +3.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $23.76 Unrealized +13.7%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.22 Unrealized +10.5%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $73.74 Unrealized -1.0%
HEWLETT PACKARD CO 0.0%
Value ($000) $4 Shares 142 Est. Cost $36.45 Unrealized
EVERBANK FINL CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
NUVEEN 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.00 Unrealized
NUVEEN GLOBAL HIGH INCOME 0.0%
Value ($000) $3 Shares 226 Est. Cost $17.70 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $3 Shares 187 Est. Cost $21.39 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 $71.41 Unrealized +14.4%
INDIA FUND INC 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.89 Unrealized
GENESEE & WYOMING INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $100.00 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $2 Shares 47 Est. Cost $32.76 Unrealized +24.7%
PROSHARES ULTRA BLOOMBERG 0.0%
Value ($000) $2 Shares 101 Est. Cost $49.50 Unrealized
MARKET VECTORS GOLD MINERS ETF 0.0%
Value ($000) $2 Shares 175 Est. Cost $22.86 Unrealized
SWIFT TRANSN CO 0.0%
Value ($000) $2 Shares 140 Est. Cost $14.29 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 200 Est. Cost $9.38 Unrealized -20.4%
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $6.67 Unrealized
SANOFI 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
CENTURYLINK INC 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $0 Shares 166 Est. Cost $4.79 Unrealized -61.9%
AVON PRODUCTS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.95 Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $0 Shares 368 Est. Cost $5.34 Unrealized
AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WP GLIMCHER INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $15.15 Unrealized
EMC CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $25.11 Unrealized