Aviance Capital Partners, LLC Diversified Active

CIK: 0001542383 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 28, 2015

Total Value ($000): $267,851 (100.0% shares, 0.0% debt)

Holdings (235)

ACTAVIS PLC 11.9%
Value ($000) $31,862 Shares 123,780 Est. Cost $241.23 Unrealized
AAPL APPLE INC. 4.7%
Value ($000) $12,561 Shares 113,801 Est. Cost $17.88 Unrealized +34.7%
XOM EXXON MOBIL CORP. 2.1%
Value ($000) $5,491 Shares 59,396 Est. Cost $54.42 Unrealized +6.6%
BA BOEING CO. 1.9%
Value ($000) $4,964 Shares 38,189 Est. Cost $82.17 Unrealized +34.7%
AMGN AMGEN INC. 1.7%
Value ($000) $4,510 Shares 28,314 Est. Cost $74.10 Unrealized +52.9%
AAP ADVANCE AUTO PARTS INC. 1.7%
Value ($000) $4,452 Shares 27,951 Est. Cost $78.04 Unrealized +64.5%
JAZZ JAZZ PHARMACEUTICALS PLC 1.4%
Value ($000) $3,790 Shares 23,150 Est. Cost $153.75 Unrealized +8.0%
PFE PFIZER INC. 1.3%
Value ($000) $3,574 Shares 114,745 Est. Cost $16.72 Unrealized +7.5%
QCOM QUALCOMM INC. 1.3%
Value ($000) $3,364 Shares 45,251 Est. Cost $46.10 Unrealized +15.7%
BLACKROCK INC. 1.2%
Value ($000) $3,318 Shares 9,279 Est. Cost $64874.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CL B 1.2%
Value ($000) $3,115 Shares 20,746 Est. Cost $110.81 Unrealized +30.3%
CVS CVS CAREMARK CORP. 1.1%
Value ($000) $3,079 Shares 31,974 Est. Cost $42.95 Unrealized +50.0%
GS GOLDMAN SACHS GROUP INC. 1.1%
Value ($000) $2,996 Shares 214,546 Est. Cost $138.91 Unrealized +8.6%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,805 Shares 26,824 Est. Cost $61.32 Unrealized +26.1%
IBM INTL BUSINESS MACHINES CORP. 1.0%
Value ($000) $2,802 Shares 17,467 Est. Cost $116.79 Unrealized -14.0%
ALL ALLSTATE CORP. 1.0%
Value ($000) $2,705 Shares 38,505 Est. Cost $41.61 Unrealized +24.2%
GILD GILEAD SCIENCES INC. 1.0%
Value ($000) $2,698 Shares 28,619 Est. Cost $60.87 Unrealized +18.1%
SANDISK CORP. 1.0%
Value ($000) $2,694 Shares 27,499 Est. Cost $17448.50 Unrealized
HEWLETT-PACKARD CO. 1.0%
Value ($000) $2,621 Shares 65,309 Est. Cost $40.13 Unrealized
PG PROCTER & GAMBLE CO. 1.0%
Value ($000) $2,616 Shares 28,721 Est. Cost $56.04 Unrealized +15.3%
CBOE CBOE HOLDINGS INC. 0.9%
Value ($000) $2,537 Shares 40,000 Est. Cost $44.08 Unrealized +17.2%
ORCL ORACLE CORP. 0.9%
Value ($000) $2,471 Shares 54,954 Est. Cost $29.19 Unrealized +18.2%
DNP SELECT INCOME FUND 0.9%
Value ($000) $2,470 Shares 233,750 Est. Cost $1207.98 Unrealized
JPM JP MORGAN CHASE & CO. 0.9%
Value ($000) $2,409 Shares 38,491 Est. Cost $37.27 Unrealized +19.9%
REYNOLDS AMERICAN INC. 0.9%
Value ($000) $2,369 Shares 36,846 Est. Cost $49.01 Unrealized
AVAGO TECHNOLOGIES LTD. 0.9%
Value ($000) $2,326 Shares 23,125 Est. Cost $21583.42 Unrealized
CIGNA CORP. 0.8%
Value ($000) $2,267 Shares 22,033 Est. Cost $3701.37 Unrealized
T AT&T INC. 0.8%
Value ($000) $2,231 Shares 66,428 Est. Cost $11.37 Unrealized +3.8%
CLOUGH GLOBAL EQUITY FUND 0.8%
Value ($000) $2,220 Shares 153,286 Est. Cost $1321.08 Unrealized
CMCSA COMCAST CORP. 0.8%
Value ($000) $2,066 Shares 45,414 Est. Cost $17.99 Unrealized +18.2%
1/100 BERKSHIRE HATHAWAY CL A 100=1 BRK.A 0.8%
Value ($000) $2,034 Shares 900 Est. Cost $1704.44 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.7%
Value ($000) $1,950 Shares 53,978 Est. Cost $51.22 Unrealized
EATON VANCE RISK-MANAGED DIVERS EQUITY INCOME 0.7%
Value ($000) $1,913 Shares 179,481 Est. Cost $946.48 Unrealized
AFL AFLAC INC. 0.7%
Value ($000) $1,872 Shares 40,474 Est. Cost $20.79 Unrealized +9.2%
NUVEEN DOW 30 DYNAMIC OVERWRITE FUND 0.7%
Value ($000) $1,770 Shares 114,787 Est. Cost $15.42 Unrealized
PII POLARIS INDUSTRIES INC. 0.7%
Value ($000) $1,752 Shares 11,582 Est. Cost $131.40 Unrealized +14.2%
MMM 3M CO. 0.6%
Value ($000) $1,726 Shares 10,505 Est. Cost $62.56 Unrealized +43.4%
MEDTRONIC INC. 0.6%
Value ($000) $1,726 Shares 23,900 Est. Cost $55.69 Unrealized
JOHNSON CONTROLS INC. 0.6%
Value ($000) $1,619 Shares 33,494 Est. Cost $16764.90 Unrealized
BMY BRISTOL-MYERS SQUIBB CO. 0.6%
Value ($000) $1,609 Shares 27,256 Est. Cost $28.84 Unrealized +34.9%
AMERICAN CAPITAL LTD. 0.6%
Value ($000) $1,582 Shares 108,302 Est. Cost $2103.84 Unrealized
URI UNITED RENTALS INC. 0.6%
Value ($000) $1,579 Shares 15,476 Est. Cost $108.58 Unrealized -4.4%
COF CAPITAL ONE FINANCIAL CORP. 0.6%
Value ($000) $1,526 Shares 18,484 Est. Cost $48.38 Unrealized +37.5%
ADM ARCHER DANIELS MIDLAND CO. 0.5%
Value ($000) $1,457 Shares 28,023 Est. Cost $27.06 Unrealized +33.1%
TATA MOTORS LTD. 0.5%
Value ($000) $1,440 Shares 34,057 Est. Cost $33.13 Unrealized
NUVEEN S&P 500 DYNAMIC OVERWRITE FUND 0.5%
Value ($000) $1,411 Shares 98,693 Est. Cost $13.83 Unrealized
BEN FRANKLIN RESOURCES INC. 0.5%
Value ($000) $1,407 Shares 25,408 Est. Cost $29.18 Unrealized +13.9%
PIMCO DYNAMIC CREDIT INCOME FUND 0.5%
Value ($000) $1,399 Shares 67,719 Est. Cost $22.85 Unrealized
STZ CONSTELLATION BRANDS INC. 0.5%
Value ($000) $1,348 Shares 13,730 Est. Cost $69.87 Unrealized +12.2%
MSFT MICROSOFT CORP. 0.5%
Value ($000) $1,321 Shares 28,441 Est. Cost $31.11 Unrealized +28.2%
UBS ETRACS 2X LONG ALERIAN MLP INFR 0.5%
Value ($000) $1,295 Shares 22,510 Est. Cost $58.62 Unrealized
AXP AMERICAN EXPRESS CO. 0.5%
Value ($000) $1,294 Shares 13,910 Est. Cost $59.80 Unrealized +27.8%
LMT LOCKHEED MARTIN CORP. 0.5%
Value ($000) $1,252 Shares 6,504 Est. Cost $85.42 Unrealized +60.7%
FDP FRESH DEL MONTE PRODUCE INC. 0.5%
Value ($000) $1,249 Shares 37,230 Est. Cost $22.07 Unrealized +20.0%
SPY SPDR S&P 500 0.5%
Value ($000) $1,242 Shares 6,043 Est. Cost $10988.92 Unrealized
HCC INSURANCE HOLDINGS INC. 0.5%
Value ($000) $1,241 Shares 23,188 Est. Cost $5972.41 Unrealized
VOYA INFRASTUCTURE, INDUSTRIALS & MATERIALS FUND 0.5%
Value ($000) $1,232 Shares 78,686 Est. Cost $18.58 Unrealized
REGN REGENERON PHARMACEUTICALS INC. 0.5%
Value ($000) $1,231 Shares 3,000 Est. Cost $231.58 Unrealized +68.9%
BLACKROCK GLOBAL OPPORTUNITIES EQUITY TRUST 0.4%
Value ($000) $1,201 Shares 91,441 Est. Cost $1795.42 Unrealized
RGA REINSURANCE GROUP OF AMERICA INC. 0.4%
Value ($000) $1,198 Shares 13,675 Est. Cost $69.51 Unrealized +20.2%
CMI CUMMINS INC. 0.4%
Value ($000) $1,187 Shares 8,233 Est. Cost $102.59 Unrealized +1.9%
GOOGLE INC. 0.4%
Value ($000) $1,147 Shares 2,168 Est. Cost $134679.88 Unrealized
MOS MOSAIC CO. 0.4%
Value ($000) $1,094 Shares 23,970 Est. Cost $37.29 Unrealized -4.9%
VOYA ASIA PACIFIC HIGH DIV EQUITY INCOME FD 0.4%
Value ($000) $1,065 Shares 93,195 Est. Cost $13.31 Unrealized
PPC PILGRIMS PRIDE CORP. 0.4%
Value ($000) $1,059 Shares 32,305 Est. Cost $25.45 Unrealized +24.3%
DISCOVER FINANCIAL SERVICES 0.4%
Value ($000) $1,048 Shares 16,000 Est. Cost $17975.84 Unrealized
AIZ ASSURANT INC. 0.4%
Value ($000) $1,047 Shares 15,296 Est. Cost $43.27 Unrealized +23.4%
PEP PEPSICO INC. 0.4%
Value ($000) $1,041 Shares 11,011 Est. Cost $56.00 Unrealized +22.5%
UNH UNITEDHEALTH GROUP INC. 0.4%
Value ($000) $1,038 Shares 10,271 Est. Cost $66.91 Unrealized +18.4%
ROCK-TENN CO. 0.4%
Value ($000) $1,002 Shares 16,424 Est. Cost $19439.91 Unrealized
VLO VALERO ENERGY CORP. 0.4%
Value ($000) $1,001 Shares 20,229 Est. Cost $26.26 Unrealized +19.9%
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC. 0.4%
Value ($000) $973 Shares 78,318 Est. Cost $14.84 Unrealized
ARW ARROW ELECTRONICS INC. 0.4%
Value ($000) $972 Shares 16,782 Est. Cost $57.91 Unrealized -4.0%
NATIONAL WESTERN LIFE INSURANCE CO. 0.4%
Value ($000) $964 Shares 3,581 Est. Cost $203303.69 Unrealized
THG HANOVER INSURANCE GROUP INC. 0.4%
Value ($000) $960 Shares 13,467 Est. Cost $38.00 Unrealized +30.2%
STATE AUTO FINANCIAL CORP. 0.4%
Value ($000) $960 Shares 43,201 Est. Cost $2999.10 Unrealized
CSCO CISCO SYSTEMS INC. 0.4%
Value ($000) $952 Shares 34,201 Est. Cost $17.73 Unrealized +3.2%
ABBV ABBVIE INC. 0.4%
Value ($000) $944 Shares 14,425 Est. Cost $26.59 Unrealized +51.4%
UNITED TECHNOLOGIES CORP. 0.4%
Value ($000) $942 Shares 8,188 Est. Cost $4195.75 Unrealized
POWERSHARES FINANCIAL PREFERRED 0.4%
Value ($000) $941 Shares 51,560 Est. Cost $17.85 Unrealized
SO SOUTHERN CO. 0.4%
Value ($000) $939 Shares 19,114 Est. Cost $26.36 Unrealized +11.9%
IVV ISHARES CORE S&P 500 INDEX 0.3%
Value ($000) $932 Shares 4,505 Est. Cost $114507.68 Unrealized
EIG EMPLOYERS HOLDINGS INC. 0.3%
Value ($000) $919 Shares 39,103 Est. Cost $16.81 Unrealized -7.4%
HON HONEYWELL INTERNATIONAL INC. 0.3%
Value ($000) $916 Shares 9,166 Est. Cost $59.28 Unrealized +15.2%
AXS AXIS CAPITAL HOLDINGS LTD. 0.3%
Value ($000) $909 Shares 17,781 Est. Cost $33.49 Unrealized +7.8%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND 0.3%
Value ($000) $903 Shares 16,822 Est. Cost $13650.01 Unrealized
MRK MERCK & CO. INC. 0.3%
Value ($000) $886 Shares 15,610 Est. Cost $30.07 Unrealized +30.9%
CELGENE CORP. 0.3%
Value ($000) $875 Shares 7,820 Est. Cost $102.21 Unrealized
CINF CINCINNATI FINANCIAL CORP. 0.3%
Value ($000) $855 Shares 16,500 Est. Cost $35.55 Unrealized +2.5%
RAYTHEON CO. 0.3%
Value ($000) $853 Shares 7,884 Est. Cost $94.55 Unrealized
GENERAL ELECTRIC CO. 0.3%
Value ($000) $849 Shares 33,577 Est. Cost $23.52 Unrealized
AGRIUM INC. 0.3%
Value ($000) $845 Shares 8,923 Est. Cost $12342.31 Unrealized
CVX CHEVRON CORP. 0.3%
Value ($000) $842 Shares 7,506 Est. Cost $72.23 Unrealized -2.4%
FLAHERTY & CRUMRINE DYNAMIC PREFERRED & INCOME 0.3%
Value ($000) $840 Shares 37,775 Est. Cost $23.16 Unrealized
POWERSHARES QQQ 0.3%
Value ($000) $834 Shares 8,079 Est. Cost $9841.13 Unrealized
TRIPLE-S MANAGEMENT CORP. 0.3%
Value ($000) $832 Shares 34,781 Est. Cost $18.23 Unrealized
CANADIAN PACIFIC RAILWAY LTD. 0.3%
Value ($000) $828 Shares 4,299 Est. Cost $183.32 Unrealized
OMEGA PROTEIN CORP. 0.3%
Value ($000) $823 Shares 77,904 Est. Cost $10.56 Unrealized
HIG HARTFORD FINANCIAL SERVICES GROUP INC. 0.3%
Value ($000) $821 Shares 19,694 Est. Cost $22.20 Unrealized +40.8%
MAGELLAN MIDSTREAM PARTNERS LP 0.3%
Value ($000) $813 Shares 9,840 Est. Cost $71.12 Unrealized
AMERICAN NATIONAL INSURANCE CO. 0.3%
Value ($000) $813 Shares 7,114 Est. Cost $15766.44 Unrealized
VFC V.F. CORP. 0.3%
Value ($000) $809 Shares 10,800 Est. Cost $50.67 Unrealized +30.5%
NORTHSTAR REALTY FINANCE CORP. 0.3%
Value ($000) $796 Shares 45,293 Est. Cost $3728.21 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.3%
Value ($000) $794 Shares 6,000 Est. Cost $59.57 Unrealized +67.9%
AMG AFFILIATED MANAGERS GROUP INC. 0.3%
Value ($000) $780 Shares 3,675 Est. Cost $192.96 Unrealized -0.3%
UBS ETRACS MONTHLY PAY 2X LEVERAGED MORTGAGE REIT 0.3%
Value ($000) $758 Shares 36,035 Est. Cost $12039.48 Unrealized
E. I. DU PONT DE NEMOURS AND CO. 0.3%
Value ($000) $756 Shares 10,221 Est. Cost $59.61 Unrealized
MCK MCKESSON CORP. 0.3%
Value ($000) $755 Shares 3,637 Est. Cost $101.46 Unrealized +84.2%
INTC INTEL CORP. 0.3%
Value ($000) $752 Shares 20,708 Est. Cost $26.63 Unrealized 0.0%
UBS ETRACS 2X LEVERAGED LONG WELLS FARGO BUS DEV 0.3%
Value ($000) $746 Shares 34,790 Est. Cost $3314.17 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC. 0.3%
Value ($000) $739 Shares 8,100 Est. Cost $47.34 Unrealized +29.6%
KMI KINDER MORGAN INC. 0.3%
Value ($000) $726 Shares 17,155 Est. Cost $22.45 Unrealized 0.0%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.3%
Value ($000) $715 Shares 13,937 Est. Cost $55.53 Unrealized
CALUMET SPECIALTY PRODUCTS PARTNERS LP 0.3%
Value ($000) $703 Shares 31,350 Est. Cost $36.21 Unrealized
TESORO CORP. 0.3%
Value ($000) $699 Shares 9,405 Est. Cost $51.06 Unrealized
ANNALY CAPITAL MANAGEMENT INC. 0.3%
Value ($000) $696 Shares 64,360 Est. Cost $4863.46 Unrealized
ASPEN INSURANCE HOLDINGS LTD. 0.3%
Value ($000) $696 Shares 15,896 Est. Cost $45.41 Unrealized
DDM PROSHARES ULTRA DOW 30 0.3%
Value ($000) $695 Shares 5,165 Est. Cost $134.56 Unrealized
BLACK BOX CORP. 0.3%
Value ($000) $688 Shares 28,769 Est. Cost $23.36 Unrealized
KSS KOHL'S CORP. 0.3%
Value ($000) $688 Shares 11,270 Est. Cost $51.77 Unrealized +11.7%
PH PARKER HANNIFIN CORP. 0.3%
Value ($000) $684 Shares 5,304 Est. Cost $75.97 Unrealized +34.3%
BIB PROSHARES ULTRA NASDAQ BIOTECHNOLOGY 0.3%
Value ($000) $682 Shares 5,435 Est. Cost $125.48 Unrealized
QLD PROSHARES ULTRA QQQ 0.3%
Value ($000) $679 Shares 4,965 Est. Cost $136.76 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK INDEX FUND 0.3%
Value ($000) $671 Shares 17,012 Est. Cost $39.31 Unrealized
CL COLGATE-PALMOLIVE CO. 0.3%
Value ($000) $670 Shares 9,688 Est. Cost $45.12 Unrealized +15.7%
SSO PROSHARES ULTRA S&P 500 0.2%
Value ($000) $663 Shares 5,170 Est. Cost $128.24 Unrealized
ITT CORP. 0.2%
Value ($000) $654 Shares 16,160 Est. Cost $20862.04 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $641 Shares 25,125 Est. Cost $24.68 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $633 Shares 7,995 Est. Cost $79.17 Unrealized
ADP AUTOMATIC DATA PROCESSING INC. 0.2%
Value ($000) $617 Shares 7,400 Est. Cost $45.09 Unrealized +40.9%
PRECISION CASTPARTS CORP. 0.2%
Value ($000) $601 Shares 2,495 Est. Cost $8547.54 Unrealized
CBS CORP. 0.2%
Value ($000) $598 Shares 10,800 Est. Cost $55.18 Unrealized
COVIDIEN PLC 0.2%
Value ($000) $585 Shares 5,718 Est. Cost $86.57 Unrealized
NEE NEXTERA ENERGY INC. 0.2%
Value ($000) $577 Shares 5,432 Est. Cost $15.67 Unrealized +20.6%
AMERICA MOVIL SAB DE CV 0.2%
Value ($000) $574 Shares 25,900 Est. Cost $25.21 Unrealized
AEP AMERICAN ELECTRIC POWER CO. INC. 0.2%
Value ($000) $570 Shares 9,385 Est. Cost $31.57 Unrealized +22.2%
MA MASTERCARD INC. 0.2%
Value ($000) $560 Shares 6,500 Est. Cost $70.83 Unrealized +7.7%
MAGELLAN HEALTH SERVICES INC. 0.2%
Value ($000) $560 Shares 9,329 Est. Cost $54.94 Unrealized
TMO THERMO FISHER SCIENTIFIC INC. 0.2%
Value ($000) $545 Shares 4,350 Est. Cost $91.40 Unrealized +28.6%
MALLINCKRODT PLC 0.2%
Value ($000) $533 Shares 5,382 Est. Cost $90.12 Unrealized
HUM HUMANA INC. 0.2%
Value ($000) $531 Shares 3,700 Est. Cost $71.14 Unrealized +75.8%
PM PHILIP MORRIS INTL INC. 0.2%
Value ($000) $521 Shares 6,390 Est. Cost $49.46 Unrealized -0.5%
BBY BEST BUY CO. INC. 0.2%
Value ($000) $518 Shares 13,293 Est. Cost $17.64 Unrealized +32.9%
KWR QUAKER CHEMICAL CORP. 0.2%
Value ($000) $513 Shares 5,575 Est. Cost $64.13 Unrealized +25.6%
TROW T. ROWE PRICE GROUP INC. 0.2%
Value ($000) $498 Shares 5,800 Est. Cost $47.69 Unrealized +12.6%
KO THE COCA-COLA CO. 0.2%
Value ($000) $495 Shares 11,727 Est. Cost $27.85 Unrealized +7.9%
TBT PROSHARES ULTRASHORT 20+ YEAR TREASURY 0.2%
Value ($000) $489 Shares 10,540 Est. Cost $56.34 Unrealized
EXC EXELON CORP. 0.2%
Value ($000) $488 Shares 13,152 Est. Cost $13.64 Unrealized +26.7%
DUK DUKE ENERGY CORP. 0.2%
Value ($000) $481 Shares 5,754 Est. Cost $45.64 Unrealized +11.7%
DIREXION DAILY SMALL CAP BEAR 3X SHARES 0.2%
Value ($000) $480 Shares 40,000 Est. Cost $12.00 Unrealized
UNP UNION PACIFIC CORP. 0.2%
Value ($000) $477 Shares 4,000 Est. Cost $65.92 Unrealized +35.7%
EATON VANCE LIMITED DURATION INCOME FUND 0.2%
Value ($000) $474 Shares 33,575 Est. Cost $15.72 Unrealized
NPK NATIONAL PRESTO INDUSTRIES INC. 0.2%
Value ($000) $473 Shares 8,155 Est. Cost $59.42 Unrealized 0.0%
NAVIGATORS GROUP INC. 0.2%
Value ($000) $465 Shares 6,347 Est. Cost $48704.19 Unrealized
CASH AMERICA INTERNATIONAL INC. 0.2%
Value ($000) $456 Shares 20,137 Est. Cost $17154.95 Unrealized
BMO BANK OF MONTREAL 0.2%
Value ($000) $456 Shares 6,450 Est. Cost $36.25 Unrealized +25.7%
GUGGENHEIM S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $447 Shares 5,586 Est. Cost $75.87 Unrealized
ENVA ENOVA INTERNATIONAL INC. 0.2%
Value ($000) $440 Shares 19,769 Est. Cost $22.72 Unrealized 0.0%
EMC CORP. 0.2%
Value ($000) $434 Shares 14,600 Est. Cost $23.62 Unrealized
ROYTL PACIFIC COAST OIL TRUST 0.2%
Value ($000) $430 Shares 83,860 Est. Cost $9115.64 Unrealized
PIMCO HIGH INCOME FUND 0.2%
Value ($000) $420 Shares 37,300 Est. Cost $589.32 Unrealized
MO ALTRIA GROUP INC. 0.2%
Value ($000) $419 Shares 8,502 Est. Cost $17.44 Unrealized +36.2%
STEINER LEISURE LTD. 0.2%
Value ($000) $410 Shares 8,866 Est. Cost $46.24 Unrealized
SPDR NUVEEN BARCLAYS CAP SHORT TERM MUNI 0.1%
Value ($000) $398 Shares 16,366 Est. Cost $19255.73 Unrealized
VALEANT PHARMACEUTICALS INTL. INC. 0.1%
Value ($000) $397 Shares 2,775 Est. Cost $117.42 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $397 Shares 34,736 Est. Cost $11.79 Unrealized
HAL HALLIBURTON CO. 0.1%
Value ($000) $390 Shares 9,925 Est. Cost $44.15 Unrealized -11.0%
AVT AVNET INC. 0.1%
Value ($000) $382 Shares 8,869 Est. Cost $33.34 Unrealized -0.4%
DE DEERE & CO. 0.1%
Value ($000) $372 Shares 4,200 Est. Cost $66.28 Unrealized +6.6%
DHR DANAHER CORP. 0.1%
Value ($000) $372 Shares 4,335 Est. Cost $25.24 Unrealized +30.5%
IJR ISHARES S&P SMALLCAP 600 INDEX 0.1%
Value ($000) $372 Shares 3,261 Est. Cost $104.51 Unrealized
DIS WALT DISNEY CO. 0.1%
Value ($000) $365 Shares 3,867 Est. Cost $56.20 Unrealized +44.6%
INGR INGREDION INC. 0.1%
Value ($000) $358 Shares 4,225 Est. Cost $69.09 Unrealized +15.1%
AGG ISHARES CORE TOTAL U.S. BOND MARKET 0.1%
Value ($000) $358 Shares 3,247 Est. Cost $107.45 Unrealized
ATLAS ENERGY LP 0.1%
Value ($000) $346 Shares 11,100 Est. Cost $44.02 Unrealized
VZ VERIZON COMMUNICATIONS INC. 0.1%
Value ($000) $343 Shares 7,342 Est. Cost $26.93 Unrealized +2.7%
FCX FREEPORT-MCMORAN COPPER & GOLD INC. 0.1%
Value ($000) $343 Shares 14,682 Est. Cost $30.79 Unrealized -21.2%
PUBLIX SUPER MARKETS INC. 0.1%
Value ($000) $341 Shares 10,075 Est. Cost $33.85 Unrealized
MCD MCDONALD'S CORP. 0.1%
Value ($000) $337 Shares 3,600 Est. Cost $71.80 Unrealized -1.7%
KELLOGG CO. 0.1%
Value ($000) $337 Shares 5,150 Est. Cost $40.52 Unrealized +0.4%
PSEC PROSPECT CAPITAL CORP. 0.1%
Value ($000) $335 Shares 40,575 Est. Cost $2.38 Unrealized -1.5%
TECK TECK RESOURCES LTD. 0.1%
Value ($000) $335 Shares 24,541 Est. Cost $24.24 Unrealized -37.1%
BP PRUDHOE BAY ROYALTY TRUST 0.1%
Value ($000) $334 Shares 4,935 Est. Cost $3504.71 Unrealized
TIFFANY & CO. 0.1%
Value ($000) $331 Shares 3,100 Est. Cost $73.14 Unrealized
MPC MARATHON PETROLEUM CORP. 0.1%
Value ($000) $327 Shares 3,625 Est. Cost $27.63 Unrealized +13.4%
ED CONSOLIDATED EDISON INC. 0.1%
Value ($000) $326 Shares 4,942 Est. Cost $35.72 Unrealized +17.1%
VANGUARD NATURAL RESOURCES LLC 0.1%
Value ($000) $324 Shares 21,500 Est. Cost $27.91 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $320 Shares 3,000 Est. Cost $54.12 Unrealized +31.5%
NORTHSTAR ASSET MANAGEMENT GROUP INC. 0.1%
Value ($000) $317 Shares 14,028 Est. Cost $18.40 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $311 Shares 6,900 Est. Cost $30.43 Unrealized +16.0%
ST. JUDE MEDICAL INC. 0.1%
Value ($000) $309 Shares 4,750 Est. Cost $6388.33 Unrealized
MUB ISHARES S&P NATIONAL AMT-FREE MUNI BOND FUND 0.1%
Value ($000) $302 Shares 2,740 Est. Cost $79148.68 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $296 Shares 4,550 Est. Cost $54.54 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.1%
Value ($000) $292 Shares 3,980 Est. Cost $30.42 Unrealized +6.2%
KRAFT FOODS GROUP INC. 0.1%
Value ($000) $290 Shares 4,625 Est. Cost $56.43 Unrealized
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $287 Shares 2,527 Est. Cost $119.04 Unrealized
SUN HYDRAULICS CORP. 0.1%
Value ($000) $279 Shares 7,087 Est. Cost $40.78 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES FUND 0.1%
Value ($000) $274 Shares 13,650 Est. Cost $18.85 Unrealized
BXP BOSTON PROPERTIES INC. 0.1%
Value ($000) $270 Shares 2,100 Est. Cost $64.00 Unrealized +23.8%
ET ENERGY TRANSFER EQUITY LP 0.1%
Value ($000) $250 Shares 4,355 Est. Cost $61.60 Unrealized
VOYA INTL HIGH DIV EQUITY INCOME 0.1%
Value ($000) $243 Shares 30,100 Est. Cost $9.93 Unrealized
KMB KIMBERLY-CLARK CORP. 0.1%
Value ($000) $239 Shares 2,065 Est. Cost $70.85 Unrealized +7.4%
ALKERMES PLC 0.1%
Value ($000) $234 Shares 4,000 Est. Cost $58.50 Unrealized
LAZARD GLOBAL TOTAL RETURN AND INCOME FUND 0.1%
Value ($000) $230 Shares 14,560 Est. Cost $16.87 Unrealized
ANADARKO PETROLEUM CORP. 0.1%
Value ($000) $223 Shares 2,700 Est. Cost $86.95 Unrealized
WFC WELLS FARGO & CO. 0.1%
Value ($000) $222 Shares 4,042 Est. Cost $28.30 Unrealized +37.0%
WDC WESTERN DIGITAL CORP. 0.1%
Value ($000) $221 Shares 2,000 Est. Cost $62.96 Unrealized 0.0%
VTR VENTAS INC. 0.1%
Value ($000) $221 Shares 3,083 Est. Cost $48.29 Unrealized 0.0%
EATON VANCE ENHANCED EQUITY INCOME FUND 0.1%
Value ($000) $221 Shares 16,000 Est. Cost $12.72 Unrealized
WINDSTREAM CORP. 0.1%
Value ($000) $220 Shares 26,700 Est. Cost $10.78 Unrealized
VALE VALE SA 0.1%
Value ($000) $219 Shares 26,749 Est. Cost $2109.33 Unrealized
GNW GENWORTH FINANCIAL INC. 0.1%
Value ($000) $219 Shares 25,784 Est. Cost $16.14 Unrealized -34.9%
SWKS SKYWORKS SOLUTIONS INC. 0.1%
Value ($000) $218 Shares 3,000 Est. Cost $49.85 Unrealized 0.0%
POWERSHARES CEF INCOME COMPOSITE 0.1%
Value ($000) $217 Shares 9,175 Est. Cost $24.37 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. 0.1%
Value ($000) $214 Shares 4,975 Est. Cost $45.43 Unrealized
SYK STRYKER CORP. 0.1%
Value ($000) $213 Shares 2,263 Est. Cost $77.85 Unrealized 0.0%
SUB ISHARES S&P SHORT TERM NATIONAL MUNI BOND FUND 0.1%
Value ($000) $212 Shares 2,000 Est. Cost $106.15 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.1%
Value ($000) $208 Shares 2,585 Est. Cost $63.34 Unrealized -6.4%
MONSANTO CO. 0.1%
Value ($000) $207 Shares 1,732 Est. Cost $119.52 Unrealized
LORILLARD INC. 0.1%
Value ($000) $186 Shares 2,950 Est. Cost $60.98 Unrealized
BSB BANCORP INC. 0.1%
Value ($000) $186 Shares 10,000 Est. Cost $13.20 Unrealized
INVESCO MORTGAGE CAPITAL INC. 0.1%
Value ($000) $170 Shares 10,970 Est. Cost $15.71 Unrealized
BLACKROCK CORE BOND TRUST 0.1%
Value ($000) $140 Shares 10,606 Est. Cost $13.20 Unrealized
CALAMOS STRATEGIC TOTAL RETURN 0.1%
Value ($000) $135 Shares 11,760 Est. Cost $11.48 Unrealized
BLACKROCK RESOURCES & COMMODITIES STRAT TRUST 0.1%
Value ($000) $135 Shares 13,900 Est. Cost $11.55 Unrealized
MFS INTERMARKET INCOME TRUST I 0.0%
Value ($000) $127 Shares 15,190 Est. Cost $8.20 Unrealized
BAC BANK OF AMERICA CORP. 0.0%
Value ($000) $118 Shares 100,932 Est. Cost $12.57 Unrealized +7.8%
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $75 Shares 14,362 Est. Cost $5.40 Unrealized
CHKR CHESAPEAKE GRANITE WASH TRUST 0.0%
Value ($000) $70 Shares 13,000 Est. Cost $293.85 Unrealized
LIBERTY ALL STAR EQUITY FUND 0.0%
Value ($000) $63 Shares 10,532 Est. Cost $5.79 Unrealized
VIRTUS TOTAL RETURN FUND 0.0%
Value ($000) $59 Shares 13,133 Est. Cost $4.79 Unrealized
HXGCF HEXAGON COMPOSITES ASA 0.0%
Value ($000) $32 Shares 11,000 Est. Cost $3.49 Unrealized 0.0%
PERSHING GOLD CORP. 0.0%
Value ($000) $4 Shares 14,000 Est. Cost $0.29 Unrealized
CALIBRE MINING CORP. 0.0%
Value ($000) $4 Shares 30,000 Est. Cost $0.13 Unrealized
WILDCAT SILVER CORP. 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized