Aviance Capital Partners, LLC Diversified Active

CIK: 0001542383 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 5, 2015

Total Value ($000): $272,888 (100.0% shares, 0.0% debt)

Holdings (217)

ACTAVIS PLC 13.5%
Value ($000) $36,836 Shares 123,770 Est. Cost $241.23 Unrealized
AAPL APPLE INC. 5.2%
Value ($000) $14,304 Shares 114,957 Est. Cost $17.97 Unrealized +49.4%
BA BOEING CO. 2.1%
Value ($000) $5,659 Shares 37,710 Est. Cost $82.17 Unrealized +55.5%
XOM EXXON MOBIL CORP. 1.7%
Value ($000) $4,719 Shares 55,522 Est. Cost $54.42 Unrealized +2.1%
AMGN AMGEN INC. 1.7%
Value ($000) $4,570 Shares 28,591 Est. Cost $74.10 Unrealized +55.3%
AAP ADVANCE AUTO PARTS INC. 1.5%
Value ($000) $4,090 Shares 27,326 Est. Cost $78.04 Unrealized +72.8%
JAZZ JAZZ PHARMACEUTICALS PLC 1.4%
Value ($000) $3,944 Shares 22,825 Est. Cost $153.75 Unrealized +11.6%
PFE PFIZER INC. 1.2%
Value ($000) $3,360 Shares 96,574 Est. Cost $16.72 Unrealized +20.2%
BLACKROCK INC. 1.2%
Value ($000) $3,300 Shares 9,020 Est. Cost $64874.86 Unrealized
CVS CVS CAREMARK CORP. 1.2%
Value ($000) $3,280 Shares 31,784 Est. Cost $42.95 Unrealized +72.9%
BRK/B BERKSHIRE HATHAWAY INC. CL B 1.2%
Value ($000) $3,154 Shares 21,852 Est. Cost $112.65 Unrealized +30.6%
AVAGO TECHNOLOGIES LTD. 1.1%
Value ($000) $3,117 Shares 24,547 Est. Cost $20340.46 Unrealized
CIGNA CORP. 1.1%
Value ($000) $3,061 Shares 23,645 Est. Cost $3457.85 Unrealized
GILD GILEAD SCIENCES INC. 1.1%
Value ($000) $3,024 Shares 30,819 Est. Cost $61.56 Unrealized +14.6%
DNP SELECT INCOME FUND 1.0%
Value ($000) $2,843 Shares 270,516 Est. Cost $1045.23 Unrealized
ALL ALLSTATE CORP. 1.0%
Value ($000) $2,818 Shares 39,592 Est. Cost $42.00 Unrealized +32.6%
GS GOLDMAN SACHS GROUP INC. 1.0%
Value ($000) $2,791 Shares 14,846 Est. Cost $138.91 Unrealized +7.8%
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $2,771 Shares 45,747 Est. Cost $38.38 Unrealized +15.4%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,682 Shares 26,664 Est. Cost $61.32 Unrealized +22.5%
REYNOLDS AMERICAN INC. 0.9%
Value ($000) $2,564 Shares 37,200 Est. Cost $49.01 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.9%
Value ($000) $2,525 Shares 76,665 Est. Cost $45.81 Unrealized
QRVO QORVO INC. 0.9%
Value ($000) $2,364 Shares 29,665 Est. Cost $71.21 Unrealized 0.0%
IBM INTL BUSINESS MACHINES CORP. 0.9%
Value ($000) $2,357 Shares 14,687 Est. Cost $116.79 Unrealized -17.4%
MEDTRONIC INC. 0.8%
Value ($000) $2,288 Shares 29,342 Est. Cost $59.83 Unrealized
CLOUGH GLOBAL EQUITY FUND 0.8%
Value ($000) $2,171 Shares 144,420 Est. Cost $1321.08 Unrealized
T AT&T INC. 0.8%
Value ($000) $2,168 Shares 66,395 Est. Cost $11.37 Unrealized +3.7%
PG PROCTER & GAMBLE CO. 0.8%
Value ($000) $2,117 Shares 25,837 Est. Cost $56.04 Unrealized +13.5%
HEWLETT-PACKARD CO. 0.8%
Value ($000) $2,076 Shares 66,635 Est. Cost $39.95 Unrealized
STZ CONSTELLATION BRANDS INC. 0.7%
Value ($000) $2,002 Shares 17,230 Est. Cost $75.24 Unrealized +28.0%
CMCSA COMCAST CORP. 0.7%
Value ($000) $1,997 Shares 35,369 Est. Cost $17.99 Unrealized +24.5%
GOOGLE INC. 0.7%
Value ($000) $1,963 Shares 3,548 Est. Cost $82511.13 Unrealized
1/100 BERKSHIRE HATHAWAY CL A 100=1 BRK.A 0.7%
Value ($000) $1,958 Shares 900 Est. Cost $1704.44 Unrealized
PII POLARIS INDUSTRIES INC. 0.7%
Value ($000) $1,882 Shares 13,335 Est. Cost $133.50 Unrealized +10.4%
AFL AFLAC INC. 0.7%
Value ($000) $1,867 Shares 29,162 Est. Cost $20.79 Unrealized +13.5%
TATA MOTORS LTD. 0.7%
Value ($000) $1,854 Shares 41,142 Est. Cost $35.18 Unrealized
JOHNSON CONTROLS INC. 0.7%
Value ($000) $1,853 Shares 36,724 Est. Cost $15294.81 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRITE FUND 0.7%
Value ($000) $1,842 Shares 121,263 Est. Cost $15.41 Unrealized
QCOM QUALCOMM INC. 0.7%
Value ($000) $1,799 Shares 25,950 Est. Cost $46.10 Unrealized +12.0%
MMM 3M CO. 0.7%
Value ($000) $1,784 Shares 10,815 Est. Cost $63.54 Unrealized +52.5%
EATON VANCE RISK-MANAGED DIVERS EQUITY INCOME 0.7%
Value ($000) $1,777 Shares 164,274 Est. Cost $946.48 Unrealized
PIMCO DYNAMIC CREDIT INCOME FUND 0.6%
Value ($000) $1,744 Shares 85,358 Est. Cost $22.35 Unrealized
ORCL ORACLE CORP. 0.6%
Value ($000) $1,670 Shares 38,710 Est. Cost $29.19 Unrealized +26.2%
BMY BRISTOL-MYERS SQUIBB CO. 0.6%
Value ($000) $1,655 Shares 25,656 Est. Cost $28.84 Unrealized +50.7%
TESORO CORP. 0.6%
Value ($000) $1,633 Shares 17,890 Est. Cost $70.14 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PREFERRED & INCOME 0.6%
Value ($000) $1,604 Shares 68,514 Est. Cost $23.28 Unrealized
AMERICAN CAPITAL LTD. 0.5%
Value ($000) $1,475 Shares 99,727 Est. Cost $2103.84 Unrealized
CMI CUMMINS INC. 0.5%
Value ($000) $1,447 Shares 10,438 Est. Cost $103.07 Unrealized +1.7%
NUVEEN S&P 500 DYNAMIC OVERWRITE FUND 0.5%
Value ($000) $1,398 Shares 99,899 Est. Cost $13.84 Unrealized
REGN REGENERON PHARMACEUTICALS INC. 0.5%
Value ($000) $1,354 Shares 3,000 Est. Cost $231.58 Unrealized +82.0%
URI UNITED RENTALS INC. 0.5%
Value ($000) $1,333 Shares 14,626 Est. Cost $108.58 Unrealized -19.8%
LMT LOCKHEED MARTIN CORP. 0.5%
Value ($000) $1,332 Shares 6,562 Est. Cost $85.42 Unrealized +72.3%
SPY SPDR S&P 500 0.5%
Value ($000) $1,331 Shares 6,447 Est. Cost $10313.24 Unrealized
VOYA INFRASTUCTURE, INDUSTRIALS & MATERIALS FUND 0.5%
Value ($000) $1,303 Shares 84,361 Est. Cost $18.37 Unrealized
FDP FRESH DEL MONTE PRODUCE INC. 0.5%
Value ($000) $1,296 Shares 33,301 Est. Cost $22.07 Unrealized +29.2%
HCC INSURANCE HOLDINGS INC. 0.4%
Value ($000) $1,227 Shares 21,653 Est. Cost $5972.41 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.4%
Value ($000) $1,217 Shares 15,867 Est. Cost $73.24 Unrealized
ADM ARCHER DANIELS MIDLAND CO. 0.4%
Value ($000) $1,193 Shares 25,164 Est. Cost $27.06 Unrealized +27.8%
POWERSHARES FINANCIAL PREFERRED 0.4%
Value ($000) $1,181 Shares 63,504 Est. Cost $17.99 Unrealized
KSS KOHL'S CORP. 0.4%
Value ($000) $1,180 Shares 15,076 Est. Cost $55.88 Unrealized +21.8%
UBS ETRACS 2X LONG ALERIAN MLP INFR 0.4%
Value ($000) $1,172 Shares 23,280 Est. Cost $58.34 Unrealized
RGA REINSURANCE GROUP OF AMERICA INC. 0.4%
Value ($000) $1,162 Shares 12,472 Est. Cost $69.51 Unrealized +27.1%
NORTHSTAR REALTY FINANCE CORP. 0.4%
Value ($000) $1,122 Shares 61,893 Est. Cost $2733.15 Unrealized
TRIPLE-S MANAGEMENT CORP. 0.4%
Value ($000) $1,113 Shares 55,977 Est. Cost $18.85 Unrealized
AVT AVNET INC. 0.4%
Value ($000) $1,105 Shares 24,839 Est. Cost $34.24 Unrealized +1.5%
OMEGA PROTEIN CORP. 0.4%
Value ($000) $1,093 Shares 79,868 Est. Cost $10.64 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.4%
Value ($000) $1,089 Shares 9,205 Est. Cost $66.91 Unrealized +39.3%
PPC PILGRIMS PRIDE CORP. 0.4%
Value ($000) $1,085 Shares 48,040 Est. Cost $26.42 Unrealized +7.6%
MSFT MICROSOFT CORP. 0.4%
Value ($000) $1,084 Shares 26,652 Est. Cost $31.11 Unrealized +19.7%
CELGENE CORP. 0.4%
Value ($000) $1,081 Shares 9,375 Est. Cost $104.38 Unrealized
PEP PEPSICO INC. 0.4%
Value ($000) $1,065 Shares 11,137 Est. Cost $56.15 Unrealized +24.1%
CASH AMERICA INTERNATIONAL INC. 0.4%
Value ($000) $1,038 Shares 44,555 Est. Cost $7766.09 Unrealized
BEN FRANKLIN RESOURCES INC. 0.4%
Value ($000) $1,013 Shares 19,730 Est. Cost $29.18 Unrealized +10.6%
AB ALLIANCEBERNSTEIN HLDG LP 0.4%
Value ($000) $985 Shares 31,922 Est. Cost $30.86 Unrealized
UNITED TECHNOLOGIES CORP. 0.4%
Value ($000) $975 Shares 8,321 Est. Cost $4130.56 Unrealized
EIG EMPLOYERS HOLDINGS INC. 0.3%
Value ($000) $955 Shares 35,376 Est. Cost $16.81 Unrealized +4.4%
STATE AUTO FINANCIAL CORP. 0.3%
Value ($000) $954 Shares 39,286 Est. Cost $2999.10 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.3%
Value ($000) $952 Shares 9,125 Est. Cost $59.28 Unrealized +23.1%
AXP AMERICAN EXPRESS CO. 0.3%
Value ($000) $950 Shares 12,160 Est. Cost $59.80 Unrealized +18.8%
ARW ARROW ELECTRONICS INC. 0.3%
Value ($000) $949 Shares 15,518 Est. Cost $57.91 Unrealized +2.7%
IVV ISHARES CORE S&P 500 INDEX 0.3%
Value ($000) $939 Shares 4,518 Est. Cost $114507.68 Unrealized
UBS ETRACS MONTHLY PAY 2X LEVERAGED MORTGAGE REIT 0.3%
Value ($000) $934 Shares 44,983 Est. Cost $9648.72 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.3%
Value ($000) $933 Shares 11,842 Est. Cost $48.38 Unrealized +33.4%
MRK MERCK & CO. INC. 0.3%
Value ($000) $931 Shares 16,196 Est. Cost $30.44 Unrealized +32.4%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.3%
Value ($000) $920 Shares 18,868 Est. Cost $53.76 Unrealized
THG HANOVER INSURANCE GROUP INC. 0.3%
Value ($000) $915 Shares 12,608 Est. Cost $38.00 Unrealized +37.2%
WDC WESTERN DIGITAL CORP. 0.3%
Value ($000) $903 Shares 9,925 Est. Cost $64.94 Unrealized +0.8%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND 0.3%
Value ($000) $901 Shares 16,736 Est. Cost $13650.01 Unrealized
DISCOVER FINANCIAL SERVICES 0.3%
Value ($000) $900 Shares 15,975 Est. Cost $17975.84 Unrealized
POWERSHARES QQQ 0.3%
Value ($000) $899 Shares 8,511 Est. Cost $9346.98 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC. 0.3%
Value ($000) $884 Shares 70,348 Est. Cost $14.84 Unrealized
RAYTHEON CO. 0.3%
Value ($000) $880 Shares 8,049 Est. Cost $94.85 Unrealized
CINF CINCINNATI FINANCIAL CORP. 0.3%
Value ($000) $879 Shares 16,500 Est. Cost $35.55 Unrealized +8.3%
NATIONAL WESTERN LIFE INSURANCE CO. 0.3%
Value ($000) $872 Shares 3,430 Est. Cost $203303.69 Unrealized
MOS MOSAIC CO. 0.3%
Value ($000) $870 Shares 19,671 Est. Cost $37.29 Unrealized +5.3%
MPC MARATHON PETROLEUM CORP. 0.3%
Value ($000) $862 Shares 8,415 Est. Cost $31.48 Unrealized +9.2%
CANADIAN PACIFIC RAILWAY LTD. 0.3%
Value ($000) $862 Shares 4,718 Est. Cost $183.26 Unrealized
HIG HARTFORD FINANCIAL SERVICES GROUP INC. 0.3%
Value ($000) $859 Shares 20,546 Est. Cost $22.63 Unrealized +43.7%
AIZ ASSURANT INC. 0.3%
Value ($000) $858 Shares 13,965 Est. Cost $43.27 Unrealized +17.9%
ABBV ABBVIE INC. 0.3%
Value ($000) $844 Shares 14,425 Est. Cost $26.59 Unrealized +46.1%
SO SOUTHERN CO. 0.3%
Value ($000) $841 Shares 18,995 Est. Cost $26.36 Unrealized +13.6%
CSCO CISCO SYSTEMS INC. 0.3%
Value ($000) $838 Shares 30,438 Est. Cost $17.73 Unrealized +13.3%
AGRIUM INC. 0.3%
Value ($000) $833 Shares 7,990 Est. Cost $12342.31 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD. 0.3%
Value ($000) $831 Shares 16,114 Est. Cost $33.49 Unrealized +12.8%
VFC V.F. CORP. 0.3%
Value ($000) $813 Shares 10,800 Est. Cost $50.67 Unrealized +36.6%
KRO KRONOS WORLDWIDE INC. 0.3%
Value ($000) $809 Shares 63,986 Est. Cost $6.70 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC. 0.3%
Value ($000) $785 Shares 6,000 Est. Cost $59.57 Unrealized +75.6%
KMI KINDER MORGAN INC. 0.3%
Value ($000) $785 Shares 18,673 Est. Cost $22.57 Unrealized +5.8%
AMG AFFILIATED MANAGERS GROUP INC. 0.3%
Value ($000) $783 Shares 3,645 Est. Cost $192.96 Unrealized +5.9%
CVX CHEVRON CORP. 0.3%
Value ($000) $775 Shares 7,382 Est. Cost $72.23 Unrealized -7.4%
GENERAL ELECTRIC CO. 0.3%
Value ($000) $774 Shares 31,201 Est. Cost $23.52 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC. 0.3%
Value ($000) $755 Shares 8,100 Est. Cost $47.34 Unrealized +35.8%
THIRD POINT REINSURANCE LTD. 0.3%
Value ($000) $752 Shares 53,142 Est. Cost $14.15 Unrealized
BLACKROCK CAPITAL INVESTMENT CORP. 0.3%
Value ($000) $741 Shares 81,728 Est. Cost $9.07 Unrealized
ASPEN INSURANCE HOLDINGS LTD. 0.3%
Value ($000) $737 Shares 15,600 Est. Cost $45.41 Unrealized
CALUMET SPECIALTY PRODUCTS PARTNERS LP 0.3%
Value ($000) $735 Shares 30,550 Est. Cost $36.21 Unrealized
MCK MCKESSON CORP. 0.3%
Value ($000) $732 Shares 3,237 Est. Cost $101.46 Unrealized +101.3%
BOULDER GROWTH & INCOME FUND 0.3%
Value ($000) $727 Shares 84,886 Est. Cost $8.56 Unrealized
E. I. DU PONT DE NEMOURS AND CO. 0.3%
Value ($000) $712 Shares 9,960 Est. Cost $59.61 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK INDEX FUND 0.3%
Value ($000) $698 Shares 17,413 Est. Cost $39.33 Unrealized
BLACKROCK GLOBAL OPPORTUNITIES EQUITY TRUST 0.3%
Value ($000) $693 Shares 49,950 Est. Cost $1795.42 Unrealized
VOYA ASIA PACIFIC HIGH DIV EQUITY INCOME FD 0.3%
Value ($000) $692 Shares 59,785 Est. Cost $13.31 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES FUND 0.3%
Value ($000) $688 Shares 33,453 Est. Cost $19.87 Unrealized
CALAMOS STRATEGIC TOTAL RETURN 0.2%
Value ($000) $682 Shares 60,616 Est. Cost $11.30 Unrealized
MALLINCKRODT PLC 0.2%
Value ($000) $682 Shares 5,382 Est. Cost $90.12 Unrealized
AMERICAN NATIONAL INSURANCE CO. 0.2%
Value ($000) $678 Shares 6,888 Est. Cost $15766.44 Unrealized
CL COLGATE-PALMOLIVE CO. 0.2%
Value ($000) $672 Shares 9,688 Est. Cost $45.12 Unrealized +19.0%
ANNALY CAPITAL MANAGEMENT INC. 0.2%
Value ($000) $670 Shares 64,185 Est. Cost $4863.46 Unrealized
HUM HUMANA INC. 0.2%
Value ($000) $659 Shares 3,700 Est. Cost $71.14 Unrealized +104.0%
CBS CORP. 0.2%
Value ($000) $655 Shares 10,800 Est. Cost $55.18 Unrealized
MAGELLAN HEALTH SERVICES INC. 0.2%
Value ($000) $639 Shares 9,018 Est. Cost $54.94 Unrealized
NEE NEXTERA ENERGY INC. 0.2%
Value ($000) $638 Shares 6,132 Est. Cost $16.15 Unrealized +23.1%
SANDISK CORP. 0.2%
Value ($000) $636 Shares 10,000 Est. Cost $17448.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INC. 0.2%
Value ($000) $634 Shares 7,400 Est. Cost $45.09 Unrealized +50.6%
INTC INTEL CORP. 0.2%
Value ($000) $627 Shares 20,044 Est. Cost $26.63 Unrealized -2.3%
UBS ETRACS 2X LEVERAGED LONG WELLS FARGO BUS DEV 0.2%
Value ($000) $614 Shares 27,679 Est. Cost $3314.17 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $601 Shares 26,425 Est. Cost $24.59 Unrealized
PH PARKER HANNIFIN CORP. 0.2%
Value ($000) $594 Shares 5,004 Est. Cost $75.97 Unrealized +33.3%
TMO THERMO FISHER SCIENTIFIC INC. 0.2%
Value ($000) $582 Shares 4,335 Est. Cost $91.40 Unrealized +36.5%
ITT CORP. 0.2%
Value ($000) $580 Shares 14,520 Est. Cost $20862.04 Unrealized
AETNA INC. 0.2%
Value ($000) $575 Shares 5,393 Est. Cost $106.62 Unrealized
ENERGY TRANSFER PARTNERS LP 0.2%
Value ($000) $571 Shares 10,240 Est. Cost $55.22 Unrealized
MA MASTERCARD INC. 0.2%
Value ($000) $562 Shares 6,500 Est. Cost $70.83 Unrealized +14.7%
VALEANT PHARMACEUTICALS INTL. INC. 0.2%
Value ($000) $551 Shares 2,775 Est. Cost $117.42 Unrealized
BLACK BOX CORP. 0.2%
Value ($000) $551 Shares 26,306 Est. Cost $23.36 Unrealized
NPK NATIONAL PRESTO INDUSTRIES INC. 0.2%
Value ($000) $541 Shares 8,542 Est. Cost $59.52 Unrealized +3.6%
AEP AMERICAN ELECTRIC POWER CO. INC. 0.2%
Value ($000) $520 Shares 9,246 Est. Cost $31.57 Unrealized +27.8%
EATON VANCE LIMITED DURATION INCOME FUND 0.2%
Value ($000) $512 Shares 35,585 Est. Cost $15.64 Unrealized
DIREXION DAILY SMALL CAP BEAR 3X SHARES 0.2%
Value ($000) $506 Shares 50,000 Est. Cost $11.62 Unrealized
KO THE COCA-COLA CO. 0.2%
Value ($000) $490 Shares 12,077 Est. Cost $27.91 Unrealized +6.1%
BBY BEST BUY CO. INC. 0.2%
Value ($000) $477 Shares 12,611 Est. Cost $17.64 Unrealized +45.5%
KWR QUAKER CHEMICAL CORP. 0.2%
Value ($000) $477 Shares 5,575 Est. Cost $64.13 Unrealized +30.5%
PIMCO HIGH INCOME FUND 0.2%
Value ($000) $476 Shares 38,125 Est. Cost $576.84 Unrealized
TROW T. ROWE PRICE GROUP INC. 0.2%
Value ($000) $470 Shares 5,800 Est. Cost $47.69 Unrealized +14.4%
EXC EXELON CORP. 0.2%
Value ($000) $458 Shares 13,619 Est. Cost $13.75 Unrealized +22.4%
PM PHILIP MORRIS INTL INC. 0.2%
Value ($000) $456 Shares 6,050 Est. Cost $49.46 Unrealized -4.8%
NAVIGATORS GROUP INC. 0.2%
Value ($000) $450 Shares 5,776 Est. Cost $48704.19 Unrealized
SEARS HOMETOWN & OUTLET STORES INC. 0.2%
Value ($000) $449 Shares 58,131 Est. Cost $7.72 Unrealized
UNP UNION PACIFIC CORP. 0.2%
Value ($000) $433 Shares 4,000 Est. Cost $65.92 Unrealized +39.3%
DUK DUKE ENERGY CORP. 0.2%
Value ($000) $425 Shares 5,531 Est. Cost $45.64 Unrealized +13.5%
AGG ISHARES CORE TOTAL U.S. BOND MARKET 0.2%
Value ($000) $417 Shares 3,739 Est. Cost $107.98 Unrealized
DIS WALT DISNEY CO. 0.1%
Value ($000) $406 Shares 3,867 Est. Cost $56.20 Unrealized +63.4%
STEINER LEISURE LTD. 0.1%
Value ($000) $404 Shares 8,528 Est. Cost $46.24 Unrealized
KRAFT FOODS GROUP INC. 0.1%
Value ($000) $403 Shares 4,625 Est. Cost $56.43 Unrealized
VZ VERIZON COMMUNICATIONS INC. 0.1%
Value ($000) $398 Shares 8,187 Est. Cost $27.00 Unrealized +2.3%
SPDR NUVEEN BARCLAYS CAP SHORT TERM MUNI 0.1%
Value ($000) $398 Shares 16,366 Est. Cost $19255.73 Unrealized
PUBLIX SUPER MARKETS INC. 0.1%
Value ($000) $393 Shares 10,075 Est. Cost $33.85 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX 0.1%
Value ($000) $393 Shares 3,330 Est. Cost $104.79 Unrealized
DHR DANAHER CORP. 0.1%
Value ($000) $387 Shares 4,560 Est. Cost $25.71 Unrealized +35.6%
ISHARES GOLD TRUST 0.1%
Value ($000) $385 Shares 33,630 Est. Cost $11.79 Unrealized
PRECISION CASTPARTS CORP. 0.1%
Value ($000) $377 Shares 1,795 Est. Cost $8547.54 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $369 Shares 6,150 Est. Cost $36.25 Unrealized +10.0%
DE DEERE & CO. 0.1%
Value ($000) $368 Shares 4,200 Est. Cost $66.28 Unrealized +10.2%
TECK TECK RESOURCES LTD. 0.1%
Value ($000) $351 Shares 25,565 Est. Cost $23.83 Unrealized -40.9%
KELLOGG CO. 0.1%
Value ($000) $340 Shares 5,150 Est. Cost $40.52 Unrealized +3.0%
MO ALTRIA GROUP INC. 0.1%
Value ($000) $339 Shares 6,781 Est. Cost $17.44 Unrealized +50.1%
PSEC PROSPECT CAPITAL CORP. 0.1%
Value ($000) $331 Shares 39,220 Est. Cost $2.38 Unrealized -5.3%
INGR INGREDION INC. 0.1%
Value ($000) $329 Shares 4,225 Est. Cost $69.09 Unrealized +18.4%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $324 Shares 7,000 Est. Cost $30.53 Unrealized +22.6%
VANGUARD NATURAL RESOURCES LLC 0.1%
Value ($000) $323 Shares 23,100 Est. Cost $26.94 Unrealized
ED CONSOLIDATED EDISON INC. 0.1%
Value ($000) $319 Shares 5,222 Est. Cost $36.15 Unrealized +20.9%
ST. JUDE MEDICAL INC. 0.1%
Value ($000) $311 Shares 4,750 Est. Cost $6388.33 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.1%
Value ($000) $310 Shares 5,335 Est. Cost $3246.29 Unrealized
HAL HALLIBURTON CO. 0.1%
Value ($000) $307 Shares 7,000 Est. Cost $44.15 Unrealized -23.4%
MUB ISHARES S&P NATIONAL AMT-FREE MUNI BOND FUND 0.1%
Value ($000) $303 Shares 2,740 Est. Cost $79148.68 Unrealized
BXP BOSTON PROPERTIES INC. 0.1%
Value ($000) $295 Shares 2,100 Est. Cost $64.00 Unrealized +41.6%
SWKS SKYWORKS SOLUTIONS INC. 0.1%
Value ($000) $295 Shares 3,000 Est. Cost $49.85 Unrealized +37.9%
SUN HYDRAULICS CORP. 0.1%
Value ($000) $293 Shares 7,087 Est. Cost $40.78 Unrealized
FCX FREEPORT-MCMORAN INC. 0.1%
Value ($000) $287 Shares 15,149 Est. Cost $30.38 Unrealized -42.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $280 Shares 3,000 Est. Cost $54.12 Unrealized +30.1%
TIFFANY & CO. 0.1%
Value ($000) $273 Shares 3,100 Est. Cost $73.14 Unrealized
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $263 Shares 2,312 Est. Cost $119.04 Unrealized
MCD MCDONALD'S CORP. 0.1%
Value ($000) $253 Shares 2,600 Est. Cost $71.80 Unrealized +0.5%
NORTHSTAR ASSET MANAGEMENT GROUP INC. 0.1%
Value ($000) $249 Shares 10,678 Est. Cost $18.40 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.1%
Value ($000) $245 Shares 3,580 Est. Cost $30.42 Unrealized +4.0%
ALKERMES PLC 0.1%
Value ($000) $244 Shares 4,000 Est. Cost $58.50 Unrealized
LAZARD GLOBAL TOTAL RETURN AND INCOME FUND 0.1%
Value ($000) $235 Shares 14,560 Est. Cost $16.87 Unrealized
VOYA INTL HIGH DIV EQUITY INCOME 0.1%
Value ($000) $234 Shares 29,100 Est. Cost $9.93 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. 0.1%
Value ($000) $222 Shares 4,975 Est. Cost $45.43 Unrealized
POWERSHARES CEF INCOME COMPOSITE 0.1%
Value ($000) $219 Shares 9,175 Est. Cost $24.37 Unrealized
SUB ISHARES S&P SHORT TERM NATIONAL MUNI BOND FUND 0.1%
Value ($000) $212 Shares 2,000 Est. Cost $106.15 Unrealized
TRV TRAVELERS COMPANIES INC. 0.1%
Value ($000) $207 Shares 1,915 Est. Cost $83.97 Unrealized 0.0%
SYK STRYKER CORP. 0.1%
Value ($000) $205 Shares 2,225 Est. Cost $77.85 Unrealized +5.3%
BSB BANCORP INC. 0.1%
Value ($000) $198 Shares 10,000 Est. Cost $13.20 Unrealized
WINDSTREAM CORP. 0.1%
Value ($000) $198 Shares 26,700 Est. Cost $10.78 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $194 Shares 10,275 Est. Cost $12.96 Unrealized 0.0%
LQD ISHARES IBOXX $ INVEST GRADE CORP BOND FUND 0.1%
Value ($000) $191 Shares 1,572 Est. Cost $121.50 Unrealized
WFC WELLS FARGO & CO. 0.1%
Value ($000) $190 Shares 3,500 Est. Cost $28.30 Unrealized +40.8%
GNW GENWORTH FINANCIAL INC. 0.1%
Value ($000) $183 Shares 25,057 Est. Cost $16.14 Unrealized -52.9%
INVESCO MORTGAGE CAPITAL INC. 0.1%
Value ($000) $182 Shares 11,675 Est. Cost $15.70 Unrealized
BLACKROCK CORE BOND TRUST 0.1%
Value ($000) $148 Shares 10,693 Est. Cost $13.20 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $146 Shares 3,520 Est. Cost $41.48 Unrealized
MFS INTERMARKET INCOME TRUST I 0.0%
Value ($000) $130 Shares 15,310 Est. Cost $8.20 Unrealized
VALE VALE SA 0.0%
Value ($000) $123 Shares 21,710 Est. Cost $2109.33 Unrealized
SDY SPDR S&P DIVIDEND 0.0%
Value ($000) $102 Shares 1,309 Est. Cost $77.92 Unrealized
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $76 Shares 14,504 Est. Cost $5.40 Unrealized
ROYTL PACIFIC COAST OIL TRUST 0.0%
Value ($000) $63 Shares 16,500 Est. Cost $9115.64 Unrealized
VIRTUS TOTAL RETURN FUND 0.0%
Value ($000) $55 Shares 12,056 Est. Cost $4.79 Unrealized