Aviance Capital Partners, LLC Diversified Active

CIK: 0001542383 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 6, 2014

Total Value ($000): $264,499 (100.0% shares, 0.0% debt)

Holdings (233)

ACTAVIS PLC 11.1%
Value ($000) $29,482 Shares 122,190 Est. Cost $241.02 Unrealized
AAPL APPLE INC 4.4%
Value ($000) $11,718 Shares 116,312 Est. Cost $17.88 Unrealized +20.9%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $5,535 Shares 58,852 Est. Cost $54.42 Unrealized +13.0%
BA BOEING CO 1.8%
Value ($000) $4,854 Shares 38,105 Est. Cost $82.17 Unrealized +33.0%
AMGN AMGEN INC 1.5%
Value ($000) $3,934 Shares 28,010 Est. Cost $73.68 Unrealized +28.3%
JAZZ JAZZ PHARMACEUTICALS PLC 1.5%
Value ($000) $3,909 Shares 24,345 Est. Cost $153.75 Unrealized 0.0%
IBM INTL BUSINESS MACHINES CORP 1.4%
Value ($000) $3,711 Shares 19,547 Est. Cost $116.79 Unrealized -2.1%
AAP ADVANCE AUTO PARTS INC 1.4%
Value ($000) $3,648 Shares 28,000 Est. Cost $78.04 Unrealized +46.8%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $3,486 Shares 218,050 Est. Cost $138.91 Unrealized +1.2%
BLACKROCK INC 1.2%
Value ($000) $3,057 Shares 9,312 Est. Cost $64874.86 Unrealized
QCOM QUALCOMM INC 1.1%
Value ($000) $2,955 Shares 39,522 Est. Cost $45.06 Unrealized +23.0%
PFE PFIZER INC 1.1%
Value ($000) $2,868 Shares 96,995 Est. Cost $16.49 Unrealized +5.8%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,846 Shares 26,699 Est. Cost $61.32 Unrealized +23.2%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.1%
Value ($000) $2,836 Shares 20,531 Est. Cost $110.46 Unrealized +20.6%
SANDISK CORP 1.0%
Value ($000) $2,584 Shares 26,380 Est. Cost $18184.48 Unrealized
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $2,522 Shares 23,690 Est. Cost $58.58 Unrealized +16.1%
CVS CVS CAREMARK CORP 0.9%
Value ($000) $2,492 Shares 31,305 Est. Cost $42.49 Unrealized +35.2%
AFL AFLAC INC 0.9%
Value ($000) $2,416 Shares 51,296 Est. Cost $20.79 Unrealized +11.8%
DNP SELECT INCOME FUND 0.9%
Value ($000) $2,407 Shares 238,075 Est. Cost $1207.98 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $2,404 Shares 28,713 Est. Cost $56.04 Unrealized +6.6%
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $2,397 Shares 39,783 Est. Cost $37.27 Unrealized +15.7%
T AT&T INC 0.9%
Value ($000) $2,378 Shares 67,484 Est. Cost $11.37 Unrealized +4.7%
REYNOLDS AMERICAN INC 0.9%
Value ($000) $2,283 Shares 38,695 Est. Cost $49.01 Unrealized
CLOUGH GLOBAL EQUITY FUND 0.8%
Value ($000) $2,231 Shares 155,675 Est. Cost $1321.08 Unrealized
EATON VANCE RISK-MANAGED DIVERS EQUITY INCOME 0.8%
Value ($000) $2,218 Shares 189,718 Est. Cost $946.48 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.8%
Value ($000) $2,156 Shares 53,500 Est. Cost $51.22 Unrealized
CBOE CBOE HOLDINGS INC 0.8%
Value ($000) $2,141 Shares 40,000 Est. Cost $44.08 Unrealized 0.0%
CIGNA CORP 0.7%
Value ($000) $1,968 Shares 21,700 Est. Cost $3756.59 Unrealized
UBS ETRACS 2X LONG ALERIAN MLP INFR 0.7%
Value ($000) $1,945 Shares 26,540 Est. Cost $58.62 Unrealized
GOOGLE INC 0.7%
Value ($000) $1,930 Shares 3,316 Est. Cost $134679.88 Unrealized
DOW 30 ENHANCED PREMIUM & INCOME FUND INC 0.7%
Value ($000) $1,898 Shares 142,300 Est. Cost $2148.63 Unrealized
1/100 BERKSHIRE HATHAWAY CL A 100=1 BRKA 0.7%
Value ($000) $1,862 Shares 900 Est. Cost $1704.44 Unrealized
CMCSA COMCAST CORP 0.7%
Value ($000) $1,853 Shares 44,250 Est. Cost $17.90 Unrealized +18.3%
ADM ARCHER DANIELS MIDLAND CO 0.6%
Value ($000) $1,684 Shares 32,961 Est. Cost $27.06 Unrealized +30.3%
ALL ALLSTATE CORP 0.6%
Value ($000) $1,681 Shares 27,394 Est. Cost $37.52 Unrealized +25.1%
PIMCO DYNAMIC CREDIT INCOME FUND 0.6%
Value ($000) $1,657 Shares 73,750 Est. Cost $22.85 Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $1,615 Shares 42,195 Est. Cost $27.58 Unrealized +24.0%
URI UNITED RENTALS INC 0.6%
Value ($000) $1,600 Shares 14,400 Est. Cost $108.94 Unrealized 0.0%
PII POLARIS INDUSTRIES INC 0.6%
Value ($000) $1,597 Shares 10,663 Est. Cost $129.80 Unrealized +11.3%
VOYA ASIA PACIFIC HIGH DIV EQUITY INCOME FUND 0.6%
Value ($000) $1,548 Shares 122,475 Est. Cost $13.31 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value ($000) $1,532 Shares 18,775 Est. Cost $48.38 Unrealized +37.7%
MEDTRONIC INC 0.6%
Value ($000) $1,512 Shares 24,400 Est. Cost $55.69 Unrealized
AMERICAN CAPITAL LTD 0.6%
Value ($000) $1,508 Shares 106,496 Est. Cost $2139.27 Unrealized
NUVEEN EQUITY PREMIUM & GROWTH 0.6%
Value ($000) $1,497 Shares 106,500 Est. Cost $13.83 Unrealized
MMM 3M CO 0.6%
Value ($000) $1,459 Shares 10,295 Est. Cost $62.00 Unrealized +34.7%
BLACKROCK GLOBAL OPPORTUNITIES EQUITY TRUST 0.5%
Value ($000) $1,447 Shares 102,551 Est. Cost $1795.42 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,410 Shares 27,556 Est. Cost $28.84 Unrealized +18.6%
VOYA INFRASTUCTURE INDUSTRIALS & MATERIALS FUND 0.5%
Value ($000) $1,402 Shares 81,800 Est. Cost $18.58 Unrealized
BEN FRANKLIN RESOURCES INC 0.5%
Value ($000) $1,400 Shares 25,635 Est. Cost $29.18 Unrealized +15.1%
TATA MOTORS LTD 0.5%
Value ($000) $1,388 Shares 31,745 Est. Cost $32.46 Unrealized
ROYTL PACIFIC COAST OIL TRUST 0.5%
Value ($000) $1,375 Shares 134,100 Est. Cost $9115.64 Unrealized
VFC VF CORP 0.5%
Value ($000) $1,287 Shares 19,492 Est. Cost $50.67 Unrealized +18.0%
ATLAS ENERGY LP 0.5%
Value ($000) $1,282 Shares 29,125 Est. Cost $44.02 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,276 Shares 27,516 Est. Cost $30.81 Unrealized +22.2%
SPY SPDR S&P 500 0.5%
Value ($000) $1,269 Shares 6,439 Est. Cost $10988.92 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,218 Shares 13,910 Est. Cost $59.80 Unrealized +27.9%
HIG HARTFORD FINANCIAL SERVICES GROUP INC 0.5%
Value ($000) $1,209 Shares 32,448 Est. Cost $22.20 Unrealized +28.2%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,193 Shares 6,529 Est. Cost $85.42 Unrealized +46.2%
HAL HALLIBURTON CO 0.4%
Value ($000) $1,150 Shares 17,825 Est. Cost $44.15 Unrealized +25.0%
FDP FRESH DEL MONTE PRODUCE INC 0.4%
Value ($000) $1,142 Shares 35,811 Est. Cost $21.89 Unrealized +15.6%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $1,092 Shares 12,530 Est. Cost $69.05 Unrealized +7.8%
REGN REGENERON PHARMACEUTICALS INC 0.4%
Value ($000) $1,082 Shares 3,000 Est. Cost $231.58 Unrealized +43.9%
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC 0.4%
Value ($000) $1,075 Shares 79,050 Est. Cost $14.84 Unrealized
HCC INSURANCE HOLDINGS INC 0.4%
Value ($000) $1,074 Shares 22,227 Est. Cost $6228.31 Unrealized
RGA REINSURANCE GROUP OF AMERICA INC 0.4%
Value ($000) $1,065 Shares 13,287 Est. Cost $69.10 Unrealized +17.8%
UBS ETRACS 2X LEVERAGED LONG WELLS FARGO BUS DEV 0.4%
Value ($000) $1,058 Shares 43,800 Est. Cost $3314.17 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,025 Shares 11,011 Est. Cost $56.00 Unrealized +15.9%
PBR PETROLEO BRASILEIRO SA PETROBRAS 0.4%
Value ($000) $1,021 Shares 71,984 Est. Cost $5546.54 Unrealized
DISCOVER FINANCIAL SERVICES 0.4%
Value ($000) $1,015 Shares 15,765 Est. Cost $18242.82 Unrealized
JOHNSON CONTROLS INC 0.4%
Value ($000) $989 Shares 22,472 Est. Cost $24963.99 Unrealized
SEADRILL LTD 0.4%
Value ($000) $988 Shares 36,925 Est. Cost $39.69 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $986 Shares 38,477 Est. Cost $23.52 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND 0.4%
Value ($000) $973 Shares 18,225 Est. Cost $13650.01 Unrealized
ITT CORP 0.4%
Value ($000) $959 Shares 21,340 Est. Cost $20862.04 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $943 Shares 15,908 Est. Cost $30.07 Unrealized +31.0%
CASH AMERICA INTERNATIONAL INC 0.4%
Value ($000) $940 Shares 21,459 Est. Cost $17154.95 Unrealized
AIZ ASSURANT INC 0.3%
Value ($000) $922 Shares 14,340 Est. Cost $42.60 Unrealized +22.7%
POWERSHARES FINANCIAL PREFERRED 0.3%
Value ($000) $919 Shares 51,050 Est. Cost $17.85 Unrealized
ARW ARROW ELECTRONICS INC 0.3%
Value ($000) $917 Shares 16,561 Est. Cost $57.94 Unrealized +4.1%
EXC EXELON CORP 0.3%
Value ($000) $916 Shares 26,863 Est. Cost $13.64 Unrealized +14.6%
CALUMET SPECIALTY PRODUCTS PARTNERS LP 0.3%
Value ($000) $915 Shares 33,350 Est. Cost $36.21 Unrealized
BDX BECTON DICKINSON AND CO 0.3%
Value ($000) $901 Shares 7,921 Est. Cost $78.11 Unrealized +22.5%
CVX CHEVRON CORP 0.3%
Value ($000) $896 Shares 7,506 Est. Cost $72.23 Unrealized +8.7%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $891 Shares 19,260 Est. Cost $26.00 Unrealized +25.5%
MOS MOSAIC CO 0.3%
Value ($000) $886 Shares 19,951 Est. Cost $37.66 Unrealized -0.7%
CANADIAN PACIFIC RAILWAY LTD 0.3%
Value ($000) $882 Shares 4,250 Est. Cost $183.21 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $869 Shares 11,412 Est. Cost $76.15 Unrealized
OPY OPPENHEIMER HOLDINGS INC 0.3%
Value ($000) $867 Shares 42,800 Est. Cost $20.40 Unrealized +13.3%
STATE AUTO FINANCIAL CORP 0.3%
Value ($000) $859 Shares 41,872 Est. Cost $3093.59 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PREFERRED & INCOME 0.3%
Value ($000) $857 Shares 37,935 Est. Cost $23.16 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $852 Shares 9,150 Est. Cost $59.28 Unrealized +13.2%
NATIONAL WESTERN LIFE INSURANCE CO 0.3%
Value ($000) $849 Shares 3,436 Est. Cost $211871.80 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $845 Shares 14,625 Est. Cost $26.59 Unrealized +32.3%
PPC PILGRIMS PRIDE CORP 0.3%
Value ($000) $843 Shares 27,600 Est. Cost $24.39 Unrealized +23.8%
BP BP PLC 0.3%
Value ($000) $842 Shares 19,157 Est. Cost $46.16 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $834 Shares 19,114 Est. Cost $26.36 Unrealized +2.8%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $833 Shares 9,660 Est. Cost $66.12 Unrealized +6.4%
NORTHSTAR REALTY FINANCE CORP 0.3%
Value ($000) $827 Shares 46,803 Est. Cost $3728.21 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.3%
Value ($000) $825 Shares 9,802 Est. Cost $71.12 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $821 Shares 7,774 Est. Cost $4413.06 Unrealized
UBS ETRACS MONTHLY PAY 2X LEVERAGED MORTGAGE REIT 0.3%
Value ($000) $820 Shares 40,900 Est. Cost $12039.48 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $816 Shares 32,415 Est. Cost $17.70 Unrealized 0.0%
IVV ISHARES CORE S&P 500 INDEX 0.3%
Value ($000) $815 Shares 4,110 Est. Cost $125492.79 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 0.3%
Value ($000) $810 Shares 17,119 Est. Cost $33.39 Unrealized +1.6%
AMERICAN NATIONAL INSURANCE CO 0.3%
Value ($000) $806 Shares 7,167 Est. Cost $15766.44 Unrealized
THG HANOVER INSURANCE GROUP INC 0.3%
Value ($000) $801 Shares 13,046 Est. Cost $37.63 Unrealized +20.1%
DMLP DORCHESTER MINERALS LP 0.3%
Value ($000) $798 Shares 27,000 Est. Cost $24.68 Unrealized
POWERSHARES QQQ 0.3%
Value ($000) $796 Shares 8,054 Est. Cost $9841.13 Unrealized
TBT PROSHARES ULTRASHORT 20+ YEAR TREASURY 0.3%
Value ($000) $786 Shares 13,950 Est. Cost $56.34 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.3%
Value ($000) $776 Shares 16,500 Est. Cost $35.55 Unrealized -2.9%
AMG AFFILIATED MANAGERS GROUP INC 0.3%
Value ($000) $766 Shares 3,825 Est. Cost $192.96 Unrealized +2.4%
AGRIUM INC 0.3%
Value ($000) $757 Shares 8,505 Est. Cost $12944.25 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $747 Shares 3,837 Est. Cost $101.46 Unrealized +74.3%
ANNALY CAPITAL MANAGEMENT INC 0.3%
Value ($000) $746 Shares 69,820 Est. Cost $4863.46 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $740 Shares 6,000 Est. Cost $59.57 Unrealized +62.1%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.3%
Value ($000) $736 Shares 12,500 Est. Cost $56.02 Unrealized
E I DU PONT DE NEMOURS AND CO 0.3%
Value ($000) $733 Shares 10,221 Est. Cost $59.61 Unrealized
ROCK-TENN CO CL A 0.3%
Value ($000) $730 Shares 15,332 Est. Cost $20820.15 Unrealized
KINDER MORGAN ENERGY PARTNERS LP 0.3%
Value ($000) $728 Shares 7,800 Est. Cost $85.36 Unrealized
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $726 Shares 37,707 Est. Cost $16.85 Unrealized -7.9%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $725 Shares 8,690 Est. Cost $49.46 Unrealized -3.2%
CELGENE CORP 0.3%
Value ($000) $708 Shares 7,475 Est. Cost $101.76 Unrealized
TECK TECK RESOURCES LTD 0.3%
Value ($000) $703 Shares 37,222 Est. Cost $24.24 Unrealized -6.3%
ASPEN INSURANCE HOLDINGS LTD 0.3%
Value ($000) $703 Shares 16,445 Est. Cost $45.41 Unrealized
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $697 Shares 6,104 Est. Cost $75.97 Unrealized +28.3%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $693 Shares 8,100 Est. Cost $47.34 Unrealized +26.4%
RAYTHEON CO 0.3%
Value ($000) $689 Shares 6,775 Est. Cost $92.32 Unrealized
SKYW SKYWEST INC 0.3%
Value ($000) $682 Shares 87,679 Est. Cost $13.57 Unrealized -25.3%
PRECISION CASTPARTS CORP 0.3%
Value ($000) $681 Shares 2,875 Est. Cost $8547.54 Unrealized
BMO BANK OF MONTREAL 0.3%
Value ($000) $681 Shares 9,250 Est. Cost $36.25 Unrealized +30.9%
KELLOGG CO 0.3%
Value ($000) $676 Shares 10,975 Est. Cost $40.52 Unrealized 0.0%
AVAGO TECHNOLOGIES LTD 0.3%
Value ($000) $672 Shares 7,725 Est. Cost $64410.06 Unrealized
TRIPLE-S MANAGEMENT CORP 0.3%
Value ($000) $670 Shares 33,662 Est. Cost $18.04 Unrealized
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.3%
Value ($000) $663 Shares 16,769 Est. Cost $39.31 Unrealized
CBS CORP 0.3%
Value ($000) $663 Shares 12,400 Est. Cost $55.18 Unrealized
KSS KOHL'S CORP 0.2%
Value ($000) $656 Shares 10,746 Est. Cost $51.47 Unrealized +9.9%
AMERICA MOVIL SAB DE CV 0.2%
Value ($000) $653 Shares 25,900 Est. Cost $25.21 Unrealized
BLACK BOX CORP 0.2%
Value ($000) $650 Shares 27,852 Est. Cost $23.34 Unrealized
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $632 Shares 9,688 Est. Cost $45.12 Unrealized +12.3%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $615 Shares 7,400 Est. Cost $45.09 Unrealized +24.8%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $593 Shares 5,515 Est. Cost $70.85 Unrealized 0.0%
VALE VALE SA 0.2%
Value ($000) $590 Shares 53,596 Est. Cost $2109.33 Unrealized
VANGUARD NATURAL RESOURCES LLC 0.2%
Value ($000) $586 Shares 21,350 Est. Cost $27.91 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.2%
Value ($000) $583 Shares 6,185 Est. Cost $3504.71 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $582 Shares 4,410 Est. Cost $100.88 Unrealized +5.1%
COVIDIEN PLC 0.2%
Value ($000) $580 Shares 6,700 Est. Cost $86.57 Unrealized
LINNCO LLC 0.2%
Value ($000) $579 Shares 20,000 Est. Cost $1397.79 Unrealized
TESORO CORP 0.2%
Value ($000) $576 Shares 9,445 Est. Cost $51.06 Unrealized
EATON VANCE LIMITED DURATION INCOME FUND 0.2%
Value ($000) $541 Shares 37,075 Est. Cost $15.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $528 Shares 4,335 Est. Cost $91.40 Unrealized +28.4%
CLIFFS NATURAL RESOURCES INC 0.2%
Value ($000) $521 Shares 50,230 Est. Cost $6648.12 Unrealized
MTD METTLER-TOLEDO INTL INC 0.2%
Value ($000) $512 Shares 2,000 Est. Cost $225.43 Unrealized +16.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $510 Shares 5,432 Est. Cost $15.67 Unrealized +14.4%
AEP AMERICAN ELECTRIC POWER CO INC 0.2%
Value ($000) $508 Shares 9,735 Est. Cost $31.57 Unrealized +11.9%
HUM HUMANA INC 0.2%
Value ($000) $508 Shares 3,900 Est. Cost $71.14 Unrealized +63.2%
PSEC PROSPECT CAPITAL CORP 0.2%
Value ($000) $503 Shares 50,725 Est. Cost $2.38 Unrealized +9.0%
KO THE COCA-COLA CO 0.2%
Value ($000) $496 Shares 11,627 Est. Cost $27.85 Unrealized +3.6%
MAGELLAN HEALTH SERVICES INC 0.2%
Value ($000) $494 Shares 9,020 Est. Cost $54.77 Unrealized
MALLINCKRODT PLC 0.2%
Value ($000) $485 Shares 5,382 Est. Cost $90.12 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $480 Shares 6,500 Est. Cost $70.83 Unrealized +0.4%
FCX FREEPORT-MCMORAN COPPER & GOLD INC 0.2%
Value ($000) $479 Shares 14,676 Est. Cost $30.79 Unrealized +2.7%
ETN EATON CORP PLC 0.2%
Value ($000) $475 Shares 7,500 Est. Cost $54.13 Unrealized 0.0%
EMC CORP 0.2%
Value ($000) $471 Shares 16,110 Est. Cost $23.62 Unrealized
SM SM ENERGY CO 0.2%
Value ($000) $462 Shares 5,925 Est. Cost $72.53 Unrealized 0.0%
NORTHSTAR ASSET MANAGEMENT GROUP INC 0.2%
Value ($000) $461 Shares 25,053 Est. Cost $18.40 Unrealized
BBY BEST BUY CO INC 0.2%
Value ($000) $458 Shares 13,639 Est. Cost $17.64 Unrealized +18.0%
PIMCO HIGH INCOME FUND 0.2%
Value ($000) $456 Shares 39,150 Est. Cost $589.32 Unrealized
TROW T ROWE PRICE GROUP INC 0.2%
Value ($000) $455 Shares 5,800 Est. Cost $47.69 Unrealized +10.3%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $453 Shares 6,054 Est. Cost $45.64 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $434 Shares 4,000 Est. Cost $65.92 Unrealized +21.8%
SPDR NUVEEN BARCLAYS CAP SHORT TERM MUNI 0.2%
Value ($000) $423 Shares 17,331 Est. Cost $19255.73 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $423 Shares 5,575 Est. Cost $75.87 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $406 Shares 34,736 Est. Cost $11.79 Unrealized
KWR QUAKER CHEMICAL CORP 0.2%
Value ($000) $400 Shares 5,575 Est. Cost $64.13 Unrealized +16.8%
CHKR CHESAPEAKE GRANITE WASH TRUST 0.2%
Value ($000) $397 Shares 37,425 Est. Cost $293.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $384 Shares 7,675 Est. Cost $26.93 Unrealized +3.2%
NAVIGATORS GROUP INC 0.1%
Value ($000) $382 Shares 6,204 Est. Cost $49825.11 Unrealized
WINDSTREAM CORP 0.1%
Value ($000) $375 Shares 34,775 Est. Cost $10.78 Unrealized
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $374 Shares 2,850 Est. Cost $117.42 Unrealized
TRANSOCEAN PARTNERS LLC 0.1%
Value ($000) $371 Shares 14,175 Est. Cost $26.17 Unrealized
AVT AVNET INC 0.1%
Value ($000) $370 Shares 8,927 Est. Cost $33.34 Unrealized +2.0%
TEKLA HEALTHCARE OPPORTUNITIES FUND 0.1%
Value ($000) $362 Shares 19,200 Est. Cost $18.85 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $350 Shares 3,446 Est. Cost $53.45 Unrealized +48.7%
KMG CHEMICALS INC 0.1%
Value ($000) $349 Shares 21,459 Est. Cost $16.26 Unrealized
AGG ISHARES CORE TOTAL US BOND MARKET 0.1%
Value ($000) $345 Shares 3,165 Est. Cost $107.37 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $344 Shares 3,867 Est. Cost $56.20 Unrealized +41.1%
DE DEERE & CO 0.1%
Value ($000) $344 Shares 4,200 Est. Cost $66.28 Unrealized +4.7%
GNW GENWORTH FINANCIAL INC 0.1%
Value ($000) $344 Shares 26,254 Est. Cost $16.14 Unrealized -10.4%
MCD MCDONALD'S CORP 0.1%
Value ($000) $341 Shares 3,600 Est. Cost $71.80 Unrealized -0.8%
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $336 Shares 5,250 Est. Cost $54.54 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $331 Shares 4,360 Est. Cost $25.24 Unrealized +23.5%
IJR ISHARES S&P SMALLCAP 600 INDEX 0.1%
Value ($000) $331 Shares 3,175 Est. Cost $104.25 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $330 Shares 7,178 Est. Cost $16.28 Unrealized +27.0%
MUB ISHARES S&P NATIONAL AMT-FREE MUNI BOND FUND 0.1%
Value ($000) $327 Shares 2,985 Est. Cost $79148.68 Unrealized
APACHE CORP 0.1%
Value ($000) $325 Shares 3,461 Est. Cost $83.82 Unrealized
INGR INGREDION INC 0.1%
Value ($000) $320 Shares 4,225 Est. Cost $69.09 Unrealized +12.5%
BREITBURN ENERGY PARTNERS LP 0.1%
Value ($000) $315 Shares 15,524 Est. Cost $18.53 Unrealized
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $314 Shares 3,100 Est. Cost $86.95 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.1%
Value ($000) $308 Shares 5,000 Est. Cost $61.60 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.1%
Value ($000) $308 Shares 9,400 Est. Cost $29.89 Unrealized
TIFFANY & CO 0.1%
Value ($000) $299 Shares 3,100 Est. Cost $73.14 Unrealized
ENSCO PLC 0.1%
Value ($000) $294 Shares 7,109 Est. Cost $41.36 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $294 Shares 5,192 Est. Cost $35.72 Unrealized +4.9%
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $294 Shares 2,527 Est. Cost $119.04 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $287 Shares 6,900 Est. Cost $30.43 Unrealized +12.1%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $286 Shares 3,980 Est. Cost $30.42 Unrealized +9.9%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $284 Shares 3,350 Est. Cost $27.33 Unrealized +10.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $282 Shares 5,440 Est. Cost $28.30 Unrealized +32.2%
VOYA INTL HIGH DIV EQUITY INCOME FUND 0.1%
Value ($000) $280 Shares 30,100 Est. Cost $9.93 Unrealized
ST JUDE MEDICAL INC 0.1%
Value ($000) $277 Shares 4,610 Est. Cost $6580.36 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $268 Shares 2,785 Est. Cost $63.34 Unrealized +7.4%
SUN HYDRAULICS CORP 0.1%
Value ($000) $266 Shares 7,087 Est. Cost $40.78 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $263 Shares 3,000 Est. Cost $54.12 Unrealized +15.7%
KRAFT FOODS GROUP INC 0.1%
Value ($000) $261 Shares 4,625 Est. Cost $56.43 Unrealized
LAZARD GLOBAL TOTAL RETURN AND INCOME FUND 0.1%
Value ($000) $249 Shares 14,350 Est. Cost $16.88 Unrealized
INVESCO MORTGAGE CAPITAL INC 0.1%
Value ($000) $245 Shares 15,600 Est. Cost $15.71 Unrealized
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $243 Shares 2,100 Est. Cost $64.00 Unrealized +16.0%
DOX AMDOCS LTD 0.1%
Value ($000) $229 Shares 5,000 Est. Cost $35.35 Unrealized +7.8%
ACWX ISHARES MSCI ACWI EX US 0.1%
Value ($000) $226 Shares 4,975 Est. Cost $45.43 Unrealized
POWERSHARES CEF INCOME COMPOSITE 0.1%
Value ($000) $223 Shares 9,150 Est. Cost $24.37 Unrealized
EATON VANCE ENHANCED EQUITY INCOME FUND 0.1%
Value ($000) $220 Shares 16,000 Est. Cost $12.72 Unrealized
SUB ISHARES S&P SHORT TERM NATIONAL MUNI BOND FUND 0.1%
Value ($000) $212 Shares 2,000 Est. Cost $106.15 Unrealized
LORILLARD INC 0.1%
Value ($000) $201 Shares 3,350 Est. Cost $60.98 Unrealized
BSB BANCORP INC 0.1%
Value ($000) $184 Shares 10,000 Est. Cost $13.20 Unrealized
BLACKROCK RESOURCES & COMMODITIES STRAT TRUST 0.1%
Value ($000) $157 Shares 14,000 Est. Cost $11.55 Unrealized
VOYA NATURAL RESOURCES EQUITY INCOME FUND 0.1%
Value ($000) $137 Shares 13,200 Est. Cost $11.52 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $136 Shares 1,775 Est. Cost $53.35 Unrealized +6.2%
MFS INTERMARKET INCOME TRUST I 0.0%
Value ($000) $126 Shares 15,033 Est. Cost $8.19 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $117 Shares 100,932 Est. Cost $12.57 Unrealized 0.0%
BLACKROCK INCOME OPPORTUNITY FUND 0.0%
Value ($000) $114 Shares 10,978 Est. Cost $10.38 Unrealized
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $78 Shares 14,165 Est. Cost $5.40 Unrealized
VIRTUS TOTAL RETURN FUND 0.0%
Value ($000) $60 Shares 13,002 Est. Cost $4.80 Unrealized
LIBERTY ALL STAR EQUITY FUND 0.0%
Value ($000) $59 Shares 10,197 Est. Cost $5.79 Unrealized