Edge Wealth Management LLC Diversified Active

CIK: 0001567163 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 18, 2013

Total Value ($000): $149,595 (100.0% shares, 0.0% debt)

Holdings (346)

GENERAL ELECTRIC COMPANY 6.1%
Value ($000) $9,065 Shares 387,590 Est. Cost $23.39 Unrealized
MSFT MICROSOFT CORP 5.7%
Value ($000) $8,486 Shares 244,498 Est. Cost $26.70 Unrealized 0.0%
MRK MERCK & CO INC NEW 5.2%
Value ($000) $7,829 Shares 166,974 Est. Cost $30.02 Unrealized 0.0%
PFE PFIZER INCORP EXCHG OFFER EXP: 6/21/1 4.8%
Value ($000) $7,116 Shares 252,351 Est. Cost $16.46 Unrealized 0.0%
E M C CORP MASS 4.5%
Value ($000) $6,750 Shares 284,712 Est. Cost $23.71 Unrealized
INTC INTEL CORP 4.4%
Value ($000) $6,540 Shares 268,732 Est. Cost $17.18 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 4.3%
Value ($000) $6,446 Shares 81,766 Est. Cost $56.44 Unrealized 0.0%
PG PROCTER & GAMBLE 4.0%
Value ($000) $6,014 Shares 77,622 Est. Cost $55.00 Unrealized 0.0%
CVX CHEVRON CORPORATION 4.0%
Value ($000) $5,977 Shares 50,352 Est. Cost $71.30 Unrealized 0.0%
T A T & T INC NEW 3.8%
Value ($000) $5,666 Shares 159,395 Est. Cost $11.40 Unrealized 0.0%
BP BP PLC ADR FSPONADR 1 ADR REP6 3.4%
Value ($000) $5,126 Shares 122,681 Est. Cost $41.78 Unrealized
AETNA INC NEW 3.1%
Value ($000) $4,707 Shares 73,583 Est. Cost $63.97 Unrealized
BHP BHP BILLITON LTD ADR FSPON ADR 1 ADR REP2 3.1%
Value ($000) $4,576 Shares 79,283 Est. Cost $57.72 Unrealized
CAT CATERPILLAR INC 2.9%
Value ($000) $4,406 Shares 53,201 Est. Cost $61.55 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $4,086 Shares 47,276 Est. Cost $59.66 Unrealized 0.0%
MEDTRONIC INC 2.6%
Value ($000) $3,883 Shares 74,730 Est. Cost $51.96 Unrealized
WEATHERFORD INTL LTD F 2.6%
Value ($000) $3,840 Shares 278,495 Est. Cost $13.79 Unrealized
QCOM QUALCOMM INC 2.4%
Value ($000) $3,562 Shares 58,084 Est. Cost $45.06 Unrealized 0.0%
TEVA TEVA PHARM INDS LTD ADRFSPON ADR 1 ADR REP10 2.4%
Value ($000) $3,551 Shares 90,579 Est. Cost $39.20 Unrealized
EMR EMERSON ELECTRIC CO 2.3%
Value ($000) $3,377 Shares 61,548 Est. Cost $40.02 Unrealized 0.0%
DOW CHEMICAL COMPANY 1.9%
Value ($000) $2,890 Shares 89,584 Est. Cost $32.26 Unrealized
XOM EXXON MOBIL CORPORATION 1.6%
Value ($000) $2,447 Shares 27,059 Est. Cost $53.69 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $2,008 Shares 21,444 Est. Cost $93.64 Unrealized
RAYTHEON COMPANY NEW 1.2%
Value ($000) $1,841 Shares 27,708 Est. Cost $66.44 Unrealized
ETN EATON CORP PLC F 1.2%
Value ($000) $1,721 Shares 26,201 Est. Cost $46.59 Unrealized 0.0%
DU PONT E I DE NEMOUR&CO 0.9%
Value ($000) $1,390 Shares 26,269 Est. Cost $52.91 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $1,134 Shares 26,929 Est. Cost $26.55 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $1,131 Shares 22,283 Est. Cost $27.04 Unrealized 0.0%
AAPL APPLE INC 0.7%
Value ($000) $998 Shares 2,501 Est. Cost $13.16 Unrealized 0.0%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $961 Shares 31,422 Est. Cost $27.58 Unrealized 0.0%
SANTA CRUZ COUNTY BANK CA 0.6%
Value ($000) $885 Shares 50,000 Est. Cost $17.70 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $870 Shares 16,456 Est. Cost $36.24 Unrealized 0.0%
BA BOEING CO 0.6%
Value ($000) $858 Shares 8,333 Est. Cost $80.37 Unrealized 0.0%
ABBOTT LABORATORIES 0.5%
Value ($000) $710 Shares 19,834 Est. Cost $35.80 Unrealized
APACHE CORP 0.4%
Value ($000) $619 Shares 7,341 Est. Cost $84.32 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $548 Shares 9,034 Est. Cost $39.96 Unrealized 0.0%
ING RISK MNGD NATURL RES 0.3%
Value ($000) $516 Shares 47,495 Est. Cost $10.86 Unrealized
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $512 Shares 12,344 Est. Cost $27.36 Unrealized 0.0%
PEP PEPSICO INCORPORATED 0.3%
Value ($000) $510 Shares 6,215 Est. Cost $56.00 Unrealized 0.0%
YUM YUM BRANDS INC 0.3%
Value ($000) $452 Shares 6,474 Est. Cost $38.97 Unrealized 0.0%
UPS UNITED PARCEL SERVICE B CLASS B 0.3%
Value ($000) $439 Shares 5,044 Est. Cost $55.38 Unrealized 0.0%
GOLDCORP INC NEW F 0.3%
Value ($000) $425 Shares 17,332 Est. Cost $24.52 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $368 Shares 7,170 Est. Cost $36.21 Unrealized 0.0%
RESPONSYS INC 0.2%
Value ($000) $360 Shares 24,984 Est. Cost $14.41 Unrealized
AMERICAN CAPITAL AGENCY REITS 0.2%
Value ($000) $339 Shares 14,733 Est. Cost $23.01 Unrealized
HONEYWELL INTERNATIONAL 0.2%
Value ($000) $338 Shares 8,585 Est. Cost $39.37 Unrealized
GOOGLE INC CLASS A 0.2%
Value ($000) $337 Shares 383 Est. Cost $879.90 Unrealized
NUVEEN NJ INVT QLTY MUN 0.2%
Value ($000) $327 Shares 24,057 Est. Cost $13.59 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $306 Shares 3,500 Est. Cost $49.85 Unrealized 0.0%
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $302 Shares 14,280 Est. Cost $21.15 Unrealized
BRK/B BERKSHIRE HATHAWAY B NEWCL B 0.2%
Value ($000) $295 Shares 2,625 Est. Cost $110.02 Unrealized 0.0%
META FACEBOOK INC CLASS A 0.2%
Value ($000) $292 Shares 11,747 Est. Cost $25.44 Unrealized 0.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $283 Shares 8,013 Est. Cost $16.28 Unrealized 0.0%
HEWLETT PACKARD COMPANY 0.2%
Value ($000) $269 Shares 10,900 Est. Cost $24.68 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $262 Shares 20,381 Est. Cost $10.03 Unrealized 0.0%
KO COCA COLA COMPANY 0.2%
Value ($000) $238 Shares 5,907 Est. Cost $27.85 Unrealized 0.0%
ACRE ARES COML REAL ESTATE 0.1%
Value ($000) $220 Shares 16,925 Est. Cost $13.00 Unrealized
GLW CORNING INC 0.1%
Value ($000) $214 Shares 15,000 Est. Cost $10.49 Unrealized 0.0%
SCHG SCHW US LCAP GRO ETF 0.1%
Value ($000) $212 Shares 5,515 Est. Cost $38.44 Unrealized
ISHARES FTSE NAREIT MTG PLUS CAP IDX FD 0.1%
Value ($000) $190 Shares 15,000 Est. Cost $12.67 Unrealized
CORNERSTONE ONDEMAND INC 0.1%
Value ($000) $184 Shares 4,275 Est. Cost $43.04 Unrealized
WMT WAL MART STORES INC 0.1%
Value ($000) $175 Shares 2,330 Est. Cost $19.98 Unrealized 0.0%
SCHD SCH US DIV EQUITY ETF 0.1%
Value ($000) $173 Shares 5,259 Est. Cost $32.90 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $169 Shares 6,893 Est. Cost $15.24 Unrealized 0.0%
BLACKROCK ENER & RES TR 0.1%
Value ($000) $164 Shares 6,500 Est. Cost $25.23 Unrealized
STAPLES INC 0.1%
Value ($000) $161 Shares 10,000 Est. Cost $16.10 Unrealized
KRAFT FOODS GROUP 0.1%
Value ($000) $154 Shares 2,786 Est. Cost $55.28 Unrealized
IHE ISHARES PHARMACEUTICAL IDX FD 0.1%
Value ($000) $154 Shares 1,535 Est. Cost $100.33 Unrealized
VIG VANGUARD DIV APPRCIATION 0.1%
Value ($000) $152 Shares 2,288 Est. Cost $66.43 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $149 Shares 3,900 Est. Cost $40.78 Unrealized 0.0%
RIG TRANSOCEAN INC NEW F 0.1%
Value ($000) $148 Shares 3,091 Est. Cost $50.97 Unrealized 0.0%
EATON VANCE FL RT IN TR 0.1%
Value ($000) $142 Shares 8,514 Est. Cost $16.68 Unrealized
BWEN BROADWIND ENERGY NEW 0.1%
Value ($000) $139 Shares 30,112 Est. Cost $4.37 Unrealized 0.0%
NOVAVAX INC 0.1%
Value ($000) $131 Shares 64,000 Est. Cost $2.05 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $131 Shares 1,743 Est. Cost $59.62 Unrealized 0.0%
NVS NOVARTIS AG SPONADR FSPON ADR 1 ADR REP1 0.1%
Value ($000) $130 Shares 1,843 Est. Cost $70.54 Unrealized
IYY ISHARES TR DJ TOTAL MKT US TOT MRKT IDX 0.1%
Value ($000) $130 Shares 1,600 Est. Cost $81.25 Unrealized
DVY ISHARES DJ SELECT DIV FDSLCT DVD IDX FD 0.1%
Value ($000) $124 Shares 1,933 Est. Cost $64.15 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $120 Shares 627 Est. Cost $118.94 Unrealized 0.0%
INTEGRATED ELECTRICL NEW 0.1%
Value ($000) $111 Shares 25,000 Est. Cost $4.44 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $109 Shares 1,407 Est. Cost $56.05 Unrealized 0.0%
INTEVAC INC 0.1%
Value ($000) $109 Shares 18,858 Est. Cost $5.78 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $109 Shares 1,832 Est. Cost $40.44 Unrealized 0.0%
MARKET VECTORS ETF TRGOLD MINERS FD 0.1%
Value ($000) $108 Shares 4,405 Est. Cost $24.52 Unrealized
WET SEAL INC CL A 0.1%
Value ($000) $107 Shares 22,710 Est. Cost $4.71 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $107 Shares 1,674 Est. Cost $56.11 Unrealized 0.0%
SLV ISHARES SILVER TRUST INDEX FUND 0.1%
Value ($000) $102 Shares 5,400 Est. Cost $18.89 Unrealized
ABB LTD ADR FSPONS ADR 1 ADR REP1 0.1%
Value ($000) $102 Shares 4,700 Est. Cost $21.70 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $99 Shares 1,228 Est. Cost $63.44 Unrealized 0.0%
ECOSPHERE TECHNOLOGIES 0.1%
Value ($000) $99 Shares 300,000 Est. Cost $0.33 Unrealized
CAMCO FINANCIAL CORP 0.1%
Value ($000) $99 Shares 30,000 Est. Cost $3.30 Unrealized
SPY S P D R S&P 500 ETF TR EXP 1/22/2118 0.1%
Value ($000) $98 Shares 606 Est. Cost $161.72 Unrealized
ALCOA INC 0.1%
Value ($000) $95 Shares 12,056 Est. Cost $7.88 Unrealized
AIG AMERICAN INTL GROUP NEW 0.1%
Value ($000) $91 Shares 2,025 Est. Cost $32.51 Unrealized 0.0%
BAKER HUGHES INC 0.1%
Value ($000) $90 Shares 1,950 Est. Cost $46.15 Unrealized
VALEANT PHARMA INTL F 0.1%
Value ($000) $86 Shares 1,000 Est. Cost $86.00 Unrealized
EXACTTARGET INC TENDER OFF EXP 7/10/201 0.1%
Value ($000) $85 Shares 2,515 Est. Cost $33.80 Unrealized
MARKET VECTORS ETF URANIUM+NUCLEAR ENGY ETF 0.1%
Value ($000) $85 Shares 6,093 Est. Cost $13.95 Unrealized
FEDERAL RLTY INVT TR SBIREIT 0.1%
Value ($000) $83 Shares 800 Est. Cost $103.75 Unrealized
DVN DEVON ENERGY CP NEW 0.0%
Value ($000) $72 Shares 1,390 Est. Cost $37.00 Unrealized 0.0%
INVESCO VALUE MUNI INCM TRUST SBI 0.0%
Value ($000) $72 Shares 5,000 Est. Cost $14.40 Unrealized
JIVE SOFTWARE INC 0.0%
Value ($000) $72 Shares 4,000 Est. Cost $18.00 Unrealized
BARCLAYS BK IPATH NEW S&P500 VIX SH TRM FUT 0.0%
Value ($000) $72 Shares 3,500 Est. Cost $20.57 Unrealized
NWSA NEWS CORP LTD CL A TRADES DUE BILLS CL A 0.0%
Value ($000) $70 Shares 2,150 Est. Cost $13.63 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC REIT 0.0%
Value ($000) $70 Shares 515 Est. Cost $87.72 Unrealized 0.0%
SCHX SCHW US LCAP ETF 0.0%
Value ($000) $70 Shares 1,835 Est. Cost $38.15 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $69 Shares 626 Est. Cost $81.53 Unrealized 0.0%
IYH ISHARES TR DJ US HLTHCARUS HLTHCAR SECTR IDX 0.0%
Value ($000) $68 Shares 670 Est. Cost $101.49 Unrealized
XNYVX NUVEEN NY MUNI VAL FD 2 0.0%
Value ($000) $68 Shares 4,700 Est. Cost $14.47 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $66 Shares 775 Est. Cost $73.48 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $65 Shares 2,655 Est. Cost $17.33 Unrealized 0.0%
DIRECTV 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $62.00 Unrealized
ITOEF ITO EN LTD ORD F 0.0%
Value ($000) $62 Shares 2,700 Est. Cost $20.71 Unrealized 0.0%
QR ENERGY LP 0.0%
Value ($000) $61 Shares 3,500 Est. Cost $17.43 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $61 Shares 988 Est. Cost $61.74 Unrealized
NEW YORK CMNTY BANCORP 0.0%
Value ($000) $61 Shares 4,316 Est. Cost $14.13 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $60 Shares 543 Est. Cost $86.56 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC 0.0%
Value ($000) $60 Shares 709 Est. Cost $79.76 Unrealized 0.0%
POWERSHARES S&P ETF500 LOW VOLTLTY PORT 0.0%
Value ($000) $58 Shares 1,870 Est. Cost $31.02 Unrealized
RANDGOLD RES LTD FSPON ADR 1 ADR REPS1 0.0%
Value ($000) $58 Shares 900 Est. Cost $64.44 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $58 Shares 700 Est. Cost $67.20 Unrealized 0.0%
DXJ WISDOMTREE JPN HDGD EQTY FUND 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $45.83 Unrealized
POWERSHS QQQ TRUST SER 1 0.0%
Value ($000) $54 Shares 760 Est. Cost $71.05 Unrealized
WILLIAMS PARTNERS LP 0.0%
Value ($000) $54 Shares 1,044 Est. Cost $51.72 Unrealized
XLF SECTOR SPDR FINCL SLCTSHBENEFICIAL INT 0.0%
Value ($000) $54 Shares 2,750 Est. Cost $19.64 Unrealized
ARIAD PHARMACEUTICALS 0.0%
Value ($000) $53 Shares 3,000 Est. Cost $17.67 Unrealized
NUVEEN NY MUNI VALUE FD 0.0%
Value ($000) $53 Shares 5,486 Est. Cost $9.66 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVG ETF 0.0%
Value ($000) $52 Shares 348 Est. Cost $149.43 Unrealized
ACE LIMITED NEW F 0.0%
Value ($000) $51 Shares 573 Est. Cost $89.01 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $50 Shares 1,501 Est. Cost $23.62 Unrealized 0.0%
VODAFONE GRP NEW FSPON ADR 1 ADR REP10 0.0%
Value ($000) $50 Shares 1,727 Est. Cost $28.95 Unrealized
BRDCF BRIDGESTONE CRP LTD ORDF 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $23.35 Unrealized 0.0%
LUFKIN INDUSTRIES INC 0.0%
Value ($000) $50 Shares 563 Est. Cost $88.81 Unrealized
PROVIDENT NEW YORK BANCP 0.0%
Value ($000) $49 Shares 5,213 Est. Cost $9.40 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $47 Shares 3,000 Est. Cost $15.67 Unrealized
SLRC SOLAR CAPITAL LTD 0.0%
Value ($000) $46 Shares 2,000 Est. Cost $7.36 Unrealized 0.0%
SVVC FIRSTHAND TECH VALUE FD 0.0%
Value ($000) $44 Shares 2,250 Est. Cost $19.17 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD F 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $25.33 Unrealized 0.0%
RIVERBED TECHNOLOGY INC 0.0%
Value ($000) $44 Shares 2,772 Est. Cost $15.87 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $43 Shares 1,044 Est. Cost $15.62 Unrealized 0.0%
EEM ISHARES MSCI EMRG MKT INDX FD 0.0%
Value ($000) $42 Shares 1,080 Est. Cost $38.89 Unrealized
DRESSER RAND GROUP INC 0.0%
Value ($000) $42 Shares 700 Est. Cost $60.00 Unrealized
GLD SPDR GOLD TRUST SPDR GOLD SH 0.0%
Value ($000) $42 Shares 355 Est. Cost $118.31 Unrealized
F FORD MOTOR COMPANY NEW 0.0%
Value ($000) $41 Shares 2,608 Est. Cost $7.61 Unrealized 0.0%
DBEF DBX TRACKERS MSCI ETF EAFE HDGD EQ FD 0.0%
Value ($000) $41 Shares 1,697 Est. Cost $24.16 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $40 Shares 260 Est. Cost $57.06 Unrealized 0.0%
VNO VORNADO REALTY TRUST REIT 0.0%
Value ($000) $39 Shares 466 Est. Cost $83.69 Unrealized
GABELLI DIV AND INC TR 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $19.50 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $37 Shares 65 Est. Cost $51.54 Unrealized 0.0%
PCG P G & E CORP 0.0%
Value ($000) $37 Shares 815 Est. Cost $38.88 Unrealized 0.0%
TWO HARBORS INVESTMENT 0.0%
Value ($000) $36 Shares 3,500 Est. Cost $10.29 Unrealized
KIM KIMCO REALTY CORP REIT 0.0%
Value ($000) $34 Shares 1,575 Est. Cost $12.61 Unrealized 0.0%
TLT ISHARES TR BARCLAYS 20+YEAR TREAS BD FD 0.0%
Value ($000) $33 Shares 300 Est. Cost $110.00 Unrealized
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $33 Shares 804 Est. Cost $31.82 Unrealized 0.0%
MAGELLAN MIDSTREAM PTNRS 0.0%
Value ($000) $33 Shares 600 Est. Cost $55.00 Unrealized
XBNYX BLACKROCK NY MUN INCM TRNY INC TRUST 0.0%
Value ($000) $32 Shares 2,268 Est. Cost $14.11 Unrealized
CGAU CENTERRA GOLD INC F 0.0%
Value ($000) $32 Shares 10,200 Est. Cost $3.34 Unrealized 0.0%
ALCATEL LUCENT ADR FSPON ADR 1 ADR REP1 0.0%
Value ($000) $32 Shares 17,613 Est. Cost $1.82 Unrealized
INERGY LP UNIT LTD PTNR INTEREST 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $15.50 Unrealized
AZN ASTRAZENECA PLC ADR FSPON ADR 1 ADR REP1 0.0%
Value ($000) $31 Shares 649 Est. Cost $47.77 Unrealized
BLKRCK MUNIYIELD CA QLTY 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $15.00 Unrealized
IBN ICICI BANK LTD ADR FSPON ADR 1 ADR REP2 0.0%
Value ($000) $29 Shares 750 Est. Cost $38.67 Unrealized
LLY LILLY ELI & COMPANY 0.0%
Value ($000) $28 Shares 560 Est. Cost $42.21 Unrealized 0.0%
AVEO PHARMACEUTICALS INC 0.0%
Value ($000) $27 Shares 10,700 Est. Cost $2.52 Unrealized
CONSTANT CONTACT INC 0.0%
Value ($000) $27 Shares 1,680 Est. Cost $16.07 Unrealized
KINDER MORGAN ENERGY LP UNIT LTD PTNRSHP INT 0.0%
Value ($000) $27 Shares 311 Est. Cost $86.82 Unrealized
UNITED STATES OIL FUND ETF 0.0%
Value ($000) $27 Shares 785 Est. Cost $34.39 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $27 Shares 750 Est. Cost $25.02 Unrealized 0.0%
CORONADO BIOSCIENCES INC 0.0%
Value ($000) $27 Shares 3,100 Est. Cost $8.71 Unrealized
YAMANA GOLD INC F 0.0%
Value ($000) $25 Shares 2,600 Est. Cost $9.62 Unrealized
XLE SECTOR SPDR ENGY SLCT SH BENEFICIAL INT 0.0%
Value ($000) $25 Shares 315 Est. Cost $79.37 Unrealized
XLK SECTOR SPDR TECH SLCT SH BENEFICIAL INT 0.0%
Value ($000) $25 Shares 806 Est. Cost $31.02 Unrealized
CRL CHARLES RIVER LABS HLDG 0.0%
Value ($000) $25 Shares 600 Est. Cost $42.84 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $24 Shares 223 Est. Cost $71.65 Unrealized 0.0%
EFA ISHARES TR MSCI EAFE FD MSCI EAFE IDX FD 0.0%
Value ($000) $24 Shares 420 Est. Cost $57.14 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $24 Shares 347 Est. Cost $49.85 Unrealized 0.0%
PFF ISHARES S&P U S PFD FUNDS&P U S PFD STK IDX FD 0.0%
Value ($000) $24 Shares 600 Est. Cost $40.00 Unrealized
RWX SPDR DOW JONES INTL RL ESTT ETF 0.0%
Value ($000) $24 Shares 612 Est. Cost $39.22 Unrealized
FUSE SCIENCE INC 0.0%
Value ($000) $23 Shares 300,000 Est. Cost $0.08 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $23 Shares 400 Est. Cost $60.82 Unrealized 0.0%
TROW ROWE T PRICE GROUP INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $47.69 Unrealized 0.0%
IWF ISHARES TR RUSSELL 1000 GROWTH IDX FD 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.33 Unrealized
INVESTORS BANCORP INC 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.00 Unrealized
ISHARES MSCI JPN IDX FD 0.0%
Value ($000) $21 Shares 1,850 Est. Cost $11.35 Unrealized
MIMVI INC 0.0%
Value ($000) $21 Shares 250,000 Est. Cost $0.08 Unrealized
BLACKSTONE GROUP LP 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.00 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $20 Shares 675 Est. Cost $25.34 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $20 Shares 275 Est. Cost $38.68 Unrealized 0.0%
INERGY MIDSTREAM LP 0.0%
Value ($000) $19 Shares 864 Est. Cost $21.99 Unrealized
VFH VANGUARD FINANCIALS 0.0%
Value ($000) $19 Shares 465 Est. Cost $40.86 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $19 Shares 604 Est. Cost $15.41 Unrealized 0.0%
SPH SUBURBAN PROPANE PRT L PUNIT REP LTD INT 0.0%
Value ($000) $19 Shares 416 Est. Cost $45.67 Unrealized
LEUCADIA NATIONAL CORP 0.0%
Value ($000) $18 Shares 700 Est. Cost $25.71 Unrealized
DUNKIN BRANDS GROUP INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $42.50 Unrealized
IYR ISHARES TR DOW JONES RE US REAL EST IDX FD 0.0%
Value ($000) $17 Shares 252 Est. Cost $67.46 Unrealized
INVESCO MORTGAGE CAPITAL 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
PEPCO HOLDINGS INC 0.0%
Value ($000) $16 Shares 800 Est. Cost $20.00 Unrealized
VIACOM INC CL B NEW 0.0%
Value ($000) $16 Shares 229 Est. Cost $69.87 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $16 Shares 832 Est. Cost $20.89 Unrealized 0.0%
VNDA VANDA PHARMACEUTICALS 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $6.73 Unrealized 0.0%
WMB WILLIAMS COMPANIES 0.0%
Value ($000) $16 Shares 485 Est. Cost $18.03 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $16 Shares 670 Est. Cost $15.27 Unrealized 0.0%
BROCADE COMMUNS SYS NEW 0.0%
Value ($000) $16 Shares 2,800 Est. Cost $5.71 Unrealized
ALPHA NATURAL RESOURCES 0.0%
Value ($000) $16 Shares 3,063 Est. Cost $5.22 Unrealized
SUNEDISON INC 0.0%
Value ($000) $16 Shares 1,910 Est. Cost $8.38 Unrealized
SYNA SYNAPTICS INC 0.0%
Value ($000) $15 Shares 395 Est. Cost $39.99 Unrealized 0.0%
WM WASTE MANAGEMENT INC DEL 0.0%
Value ($000) $15 Shares 376 Est. Cost $30.75 Unrealized 0.0%
KOREA FUND INC NEW 0.0%
Value ($000) $15 Shares 450 Est. Cost $33.33 Unrealized
C CITIGROUP INC NEW 0.0%
Value ($000) $15 Shares 322 Est. Cost $35.76 Unrealized 0.0%
NOK NOKIA CORP SPON ADR F1 ADR REP 1 0.0%
Value ($000) $15 Shares 4,000 Est. Cost $3.75 Unrealized
MET METLIFE INC 0.0%
Value ($000) $15 Shares 324 Est. Cost $24.43 Unrealized 0.0%
ANNALY CAPITAL MGMT REIT 0.0%
Value ($000) $14 Shares 1,100 Est. Cost $12.73 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $14 Shares 121 Est. Cost $115.70 Unrealized
VIACOM INC CL A NEW 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
NQ MOBILE INC ADR FSPON ADR 1 ADR REPS5 0.0%
Value ($000) $13 Shares 1,550 Est. Cost $8.39 Unrealized
MACQUARIE GLOBAL INFRAST 0.0%
Value ($000) $13 Shares 635 Est. Cost $20.47 Unrealized
MARIN SOFTWARE INC 0.0%
Value ($000) $12 Shares 1,140 Est. Cost $10.53 Unrealized
XXCHNXX CHINA FUND INC 0.0%
Value ($000) $12 Shares 580 Est. Cost $20.69 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $12 Shares 169 Est. Cost $57.67 Unrealized 0.0%
PROSHS ULTRASHRT ETF NEW S&P 500 0.0%
Value ($000) $12 Shares 286 Est. Cost $41.96 Unrealized
WISCONSIN EGY CP HLDG CO 0.0%
Value ($000) $12 Shares 294 Est. Cost $40.82 Unrealized
CYTOMEDIX INC NEW 0.0%
Value ($000) $12 Shares 27,000 Est. Cost $0.44 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $12 Shares 125 Est. Cost $36.66 Unrealized 0.0%
EATON VANCE ENHANCED EQT 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
AMERICAN CAPITAL LTD 0.0%
Value ($000) $12 Shares 962 Est. Cost $12.47 Unrealized
GFF GRIFFON CORP 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $7.76 Unrealized 0.0%
MISCOR GROUP LTD NEW 0.0%
Value ($000) $11 Shares 7,920 Est. Cost $1.39 Unrealized
DISCOVER FINANCIAL SVCS 0.0%
Value ($000) $11 Shares 229 Est. Cost $48.03 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $11 Shares 100 Est. Cost $121.27 Unrealized 0.0%
PROLOR BIOTECH INC 0.0%
Value ($000) $10 Shares 1,526 Est. Cost $6.55 Unrealized
RHI ROBERT HALF INTL 0.0%
Value ($000) $10 Shares 300 Est. Cost $34.44 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW F 0.0%
Value ($000) $10 Shares 350 Est. Cost $19.64 Unrealized 0.0%
SILVER WHEATON CORP F 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $10 Shares 2,900 Est. Cost $3.45 Unrealized
SCHH SCH US REIT ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
STWD STARWOOD PPTY TRUST INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
CBS CORPORATION CL A NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
NMR NOMURA HLDGS NEW ADRFSPON ADR 1 ADR REP1 0.0%
Value ($000) $10 Shares 1,300 Est. Cost $7.69 Unrealized
CBS CORPORATION CL B NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $10 Shares 750 Est. Cost $13.02 Unrealized 0.0%
OTTR OTTER TAIL CORPORATION 0.0%
Value ($000) $9 Shares 319 Est. Cost $19.62 Unrealized 0.0%
VNQ VANGUARD REIT 0.0%
Value ($000) $8 Shares 111 Est. Cost $72.07 Unrealized
ING GLOBAL EQTY DIV PREM 0.0%
Value ($000) $8 Shares 836 Est. Cost $9.57 Unrealized
MFA FINANCIAL INC REIT 0.0%
Value ($000) $8 Shares 900 Est. Cost $8.89 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $8 Shares 100 Est. Cost $27.60 Unrealized 0.0%
TGT TARGET CORPORATION 0.0%
Value ($000) $8 Shares 110 Est. Cost $47.95 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $8 Shares 490 Est. Cost $5.23 Unrealized 0.0%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.90 Unrealized 0.0%
ABERDEEN ASIA PAC INCM 0.0%
Value ($000) $7 Shares 1,076 Est. Cost $6.51 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $7 Shares 100 Est. Cost $20.57 Unrealized 0.0%
AEP AMER ELECTRIC PWR CO INC 0.0%
Value ($000) $6 Shares 140 Est. Cost $30.44 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 IDX FD 0.0%
Value ($000) $6 Shares 58 Est. Cost $103.45 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $6 Shares 200 Est. Cost $16.36 Unrealized 0.0%
UNILEVER N V NY SHS NEWFN Y RGSTRY SH 1 NY S 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
KINDER MORGAN MGMT LLC 0.0%
Value ($000) $6 Shares 69 Est. Cost $86.96 Unrealized
BLUCORA INC 0.0%
Value ($000) $5 Shares 265 Est. Cost $18.87 Unrealized
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $18.10 Unrealized 0.0%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $5.02 Unrealized 0.0%
SUNTRUST BANKS INC 0.0%
Value ($000) $5 Shares 152 Est. Cost $32.89 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $120.06 Unrealized 0.0%
SCHB SCHW US BRD MKT ETF 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.67 Unrealized
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.12 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $5 Shares 50 Est. Cost $63.06 Unrealized 0.0%
PENN VIRGINIA CORP 0.0%
Value ($000) $4 Shares 950 Est. Cost $4.21 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $4 Shares 54 Est. Cost $50.75 Unrealized 0.0%
WELLS FARGO ADV GLOBAL DVD OPPTY FD 0.0%
Value ($000) $4 Shares 550 Est. Cost $7.27 Unrealized
DNN DENISON MINES CORP F 0.0%
Value ($000) $4 Shares 3,697 Est. Cost $1.23 Unrealized 0.0%
NORTHEAST UTILITIES 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $213.68 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.97 Unrealized 0.0%
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.62 Unrealized 0.0%
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $4 Shares 50 Est. Cost $52.90 Unrealized 0.0%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $29.07 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $20.18 Unrealized 0.0%
EXIDE TECHNOLOGIES NEW 0.0%
Value ($000) $3 Shares 20,000 Est. Cost $0.15 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $3 Shares 127 Est. Cost $20.45 Unrealized 0.0%
PIMCO INCOME STRA FD II 0.0%
Value ($000) $3 Shares 260 Est. Cost $11.54 Unrealized
ZIOPHARM ONCOLOGY 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $2.00 Unrealized
ZYNGA INC 0.0%
Value ($000) $3 Shares 1,214 Est. Cost $2.47 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $3 Shares 42 Est. Cost $26.53 Unrealized 0.0%
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.09 Unrealized 0.0%
MAGP MAGPLANE TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 1,000,000 Est. Cost $0.00 Unrealized
MEDIVATION INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
CSX C S X CORP 0.0%
Value ($000) $2 Shares 65 Est. Cost $6.66 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $27.55 Unrealized 0.0%
MGM MGM RESORTS INTL 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.35 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
HIG HARTFORD FINL SVCS GRP 0.0%
Value ($000) $2 Shares 55 Est. Cost $22.20 Unrealized 0.0%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $2 Shares 90 Est. Cost $24.45 Unrealized 0.0%
EV TAX MAN GLB DIV EQTY 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
SILVER BAY RLTY TR CORP 0.0%
Value ($000) $2 Shares 146 Est. Cost $13.70 Unrealized
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
APOLLO INVESTMENT CORP 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
IFUS IMPACT FUSION INTL INC 0.0%
Value ($000) $2 Shares 200,000 Est. Cost $0.01 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $2 Shares 65 Est. Cost $23.44 Unrealized 0.0%
USB U S BANCORP DEL NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.41 Unrealized 0.0%
ORBITAL SCIENCES CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
KBR KBR INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $26.54 Unrealized 0.0%
NRG NRG ENERGY INC NEW 0.0%
Value ($000) $2 Shares 64 Est. Cost $20.46 Unrealized 0.0%
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $18.87 Unrealized
HBAN HUNTINGTON BANCSHS INC 0.0%
Value ($000) $1 Shares 175 Est. Cost $4.66 Unrealized 0.0%
CWGL CRIMSON WINE GROUP 0.0%
Value ($000) $1 Shares 70 Est. Cost $8.92 Unrealized 0.0%
DG DOLLAR GENERAL CORP NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $45.09 Unrealized 0.0%
DENDREON CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
VALE VALE SA ADR FSPON ADR 1 ADR REP 1 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
VOCERA COMMUNICATIONS 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.83 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $19.78 Unrealized 0.0%
WSTRN ASSET EMERGE MKT INCOME FD 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
PIEDMONT NATURAL GAS CO 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
MCD MC DONALDS CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $71.80 Unrealized 0.0%
CENTURYLINK INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
MOTORS LIQ CO GUC TRUST 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
BED BATH & BEYOND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $1 Shares 19 Est. Cost $59.51 Unrealized 0.0%
FRONTIER COMMUNICATIONS 0.0%
Value ($000) $1 Shares 203 Est. Cost $4.93 Unrealized
TELFY TELEFONICA S A SPON ADRF 1 ADR REP 1 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $81.95 Unrealized 0.0%
DWS HI INCOME TR NEW SHS BEN INT 0.0%
Value ($000) $1 Shares 93 Est. Cost $10.75 Unrealized
SCHW THE CHARLES SCHWAB CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $15.92 Unrealized 0.0%
ARCELOR MITTAL NY NEW FNY REGIS 0.0%
Value ($000) $1 Shares 53 Est. Cost $18.87 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $1 Shares 11 Est. Cost $61.26 Unrealized 0.0%
EQUINIX INC NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
FNMA FANNIE MAE 0.0%
Value ($000) $1 Shares 450 Est. Cost $1.38 Unrealized 0.0%
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $1 Shares 15 Est. Cost $73.34 Unrealized 0.0%
ECHO THERAPEUTICS NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SANOFI 20RTSFRIGHTS EXP 12/31/20 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized
ENERGY FUELS INC F 0.0%
Value ($000) $0 Shares 770 Est. Cost Unrealized
SAUER ENERGY INC 0.0%
Value ($000) $0 Shares 1,200 Est. Cost Unrealized
SLJB SULJA BROS BLDG SUPPLIES 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized 0.0%
AIMH AIMRITE HOLDINGS NEW 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.01 Unrealized 0.0%
AIRSPAN NETWORKS INC NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NG NOVAGOLD RES INC NEW F 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.49 Unrealized 0.0%
NATL BK GREECE NEW ADR FSPON ADR 1 ADR REPS1 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
NEOMEDIA TECH INC NEW 0.0%
Value ($000) $0 Shares 610 Est. Cost Unrealized
BLKRK CP HIGH YIELD III 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
BLKRK CP HIGH YIELD FD V 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
BAKERS FOOTWEAR GROUP 0.0%
Value ($000) $0 Shares 6,500 Est. Cost Unrealized
NOVACOPPER INC F 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
COMMUN INTELLIGENCE NEW 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
PROSH ULTRASHRT NEWREAL ESTATE 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
VEOEY VEOLIA ENVIRON FSPON ADR 1 ADR REP1 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
OHR PHARMACEUTICAL NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
OCLARO INC NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
OCEAN RIG UDW INC F 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized