RPg Family Wealth Advisory, LLC Diversified Active

CIK: 0001569884 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 15, 2016

Total Value ($000): $228,511,664 (100.0% shares, 0.0% debt)

Holdings (257)

BAH Booz Allen Hamilton Holding Corp 7.2%
Value ($000) $16,424,260 Shares 559,600 Est. Cost $24.02 Unrealized -0.1%
XRAY DENTSPLY SIRONA Inc 6.3%
Value ($000) $14,451,085 Shares 231,848 Est. Cost $60.91 Unrealized +1.1%
META FACEBOOK INC COM CL A 4.7%
Value ($000) $10,839,915 Shares 94,854 Est. Cost $108.02 Unrealized +5.9%
CIGNA CORPORATION COM 4.5%
Value ($000) $10,287,708 Shares 80,379 Est. Cost $137241.40 Unrealized
CRI CARTER INC FORMERLY CARTER HLDG INC 4.1%
Value ($000) $9,404,920 Shares 88,334 Est. Cost $73.91 Unrealized +7.7%
New Oriental Education & Technology Group Inc 4.1%
Value ($000) $9,403,438 Shares 223,572 Est. Cost $38201.91 Unrealized
SBUX STARBUCKS CORP 3.7%
Value ($000) $8,444,449 Shares 147,837 Est. Cost $47.91 Unrealized -3.1%
AOS A.O. Smith Corp 3.7%
Value ($000) $8,425,183 Shares 96,608 Est. Cost $32.07 Unrealized +7.3%
AAPL APPLE INC 3.5%
Value ($000) $8,105,541 Shares 84,786 Est. Cost $22.71 Unrealized -0.4%
ADBE ADOBE SYS INC 3.5%
Value ($000) $8,081,993 Shares 84,372 Est. Cost $91.35 Unrealized +5.1%
VZ VERIZON COMMUNICATIONS 3.5%
Value ($000) $7,965,464 Shares 142,648 Est. Cost $30.73 Unrealized +2.4%
CASY Casey's General Stores Inc 3.5%
Value ($000) $7,961,410 Shares 61,110 Est. Cost $106.92 Unrealized +1.2%
AMZN AMAZON.COM INC 3.3%
Value ($000) $7,502,560 Shares 10,484 Est. Cost $31.06 Unrealized +8.9%
CMG Chipotle Mexican Grill Inc 3.1%
Value ($000) $7,036,808 Shares 17,864 Est. Cost $8.95 Unrealized -2.9%
Guggenheim BulletShrs 2021 Corp Bd ETF 2.8%
Value ($000) $6,353,888 Shares 294,844 Est. Cost $21021.83 Unrealized
WPC WP CAREY INC COM 2.5%
Value ($000) $5,816,007 Shares 83,780 Est. Cost $65850.91 Unrealized
INFY Infosys Ltd 2.4%
Value ($000) $5,552,816 Shares 310,040 Est. Cost $17352.38 Unrealized
Guggenheim BulletShrs 2019 Corp Bd ETF 2.4%
Value ($000) $5,526,905 Shares 258,146 Est. Cost $21305.78 Unrealized
Guggenheim BulletShrs 2017 Corp Bd ETF 2.2%
Value ($000) $5,136,950 Shares 225,800 Est. Cost $22642.71 Unrealized
PRU PRUDENTIAL FINL INC 2.2%
Value ($000) $4,981,458 Shares 69,827 Est. Cost $50.74 Unrealized -3.5%
Guggenheim BulletShrs 2020 Corp Bd ETF 2.2%
Value ($000) $4,954,993 Shares 228,446 Est. Cost $21546.29 Unrealized
CALM Cal-Maine Foods Inc 1.8%
Value ($000) $4,205,104 Shares 94,306 Est. Cost $37.81 Unrealized -5.3%
Guggenheim Credit Allocation 1.8%
Value ($000) $4,125,856 Shares 203,746 Est. Cost $19866.75 Unrealized
KO COCA COLA CO 1.4%
Value ($000) $3,223,053 Shares 71,102 Est. Cost $31.81 Unrealized +4.7%
CWB SPDR Barclays Convertible Secs ETF 1.4%
Value ($000) $3,093,601 Shares 70,808 Est. Cost $43483.56 Unrealized
FAD First Trust Multi Cap Gr AlphaDEX ETF 1.2%
Value ($000) $2,703,368 Shares 52,736 Est. Cost $50501.58 Unrealized
CRUS Cirrus Logic Inc 1.0%
Value ($000) $2,321,809 Shares 61,036 Est. Cost $34.16 Unrealized +5.0%
Orbotech Ltd 1.0%
Value ($000) $2,225,200 Shares 89,008 Est. Cost $24404.55 Unrealized
PowerShares High Yld Eq Div Achiev ETF 0.9%
Value ($000) $2,044,552 Shares 131,398 Est. Cost $14513.33 Unrealized
VC Visteon Corp 0.9%
Value ($000) $2,036,584 Shares 30,806 Est. Cost $71.36 Unrealized +4.2%
ServiceMaster Global Holdings Inc 0.8%
Value ($000) $1,941,114 Shares 49,080 Est. Cost $38630.27 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $1,933,653 Shares 9,186 Est. Cost $206607.89 Unrealized
TOTL SPDR DoubleLine Total Return Tact ETF 0.7%
Value ($000) $1,616,710 Shares 32,412 Est. Cost $49267.45 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $1,459,039 Shares 12,956 Est. Cost $110794.78 Unrealized
Guggenheim BulletShrs 2016 Corp Bd ETF 0.6%
Value ($000) $1,384,882 Shares 62,778 Est. Cost $22072.48 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,088,415 Shares 11,611 Est. Cost $54.63 Unrealized +5.9%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.4%
Value ($000) $998,674 Shares 19,246 Est. Cost $53187.60 Unrealized
FV First Trust Dorsey Wright Focus 5 ETF 0.4%
Value ($000) $896,625 Shares 39,850 Est. Cost $22951.01 Unrealized
Guggenheim BulletShrs 2022 Corp Bd ETF 0.3%
Value ($000) $664,315 Shares 30,956 Est. Cost $20916.80 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $654,218 Shares 15,005 Est. Cost $28.36 Unrealized +15.6%
FXG FIRST TR EXCHANGE TRADED FD II CONSUMER 0.3%
Value ($000) $629,148 Shares 13,007 Est. Cost $48369.95 Unrealized
PSX PHILLIPS 66 COM 0.3%
Value ($000) $605,522 Shares 7,632 Est. Cost $56.35 Unrealized +0.6%
MSFT MICROSOFT CORP 0.2%
Value ($000) $513,183 Shares 10,029 Est. Cost $45.94 Unrealized +0.1%
ROYAL DUTCH SHELL ADR EA REP 2 CL A EUR0 0.2%
Value ($000) $510,840 Shares 9,251 Est. Cost $50637.98 Unrealized
Guggenheim Raymond James SB-1 Equity ETF 0.2%
Value ($000) $488,587 Shares 14,624 Est. Cost $33030.73 Unrealized
VCLT VANGUARD LONG TERM CORPORATE BOND ETF 0.2%
Value ($000) $454,075 Shares 4,803 Est. Cost $88131.42 Unrealized
VTIP VANGUARD MALVERN FDS SHORT-TERM INFLATIO 0.2%
Value ($000) $435,473 Shares 8,801 Est. Cost $49196.02 Unrealized
AMERICAN CAP AGY CORP COM 0.2%
Value ($000) $406,349 Shares 20,502 Est. Cost $18830.21 Unrealized
T AT&T INC COM 0.2%
Value ($000) $388,285 Shares 8,986 Est. Cost $14.06 Unrealized +7.5%
EV Municipal Income 0.2%
Value ($000) $364,177 Shares 24,590 Est. Cost $14269.97 Unrealized
IEV ISHARES EUROPE ETF 0.1%
Value ($000) $323,406 Shares 8,558 Est. Cost $38862.19 Unrealized
ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $319,516 Shares 27,784 Est. Cost $11524.21 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $307,466 Shares 2,933 Est. Cost $63.71 Unrealized +4.8%
NKE NIKE Inc 0.1%
Value ($000) $285,223 Shares 5,129 Est. Cost $56.67 Unrealized -11.2%
GENERAL ELECTRIC CO 0.1%
Value ($000) $274,977 Shares 8,735 Est. Cost $31349.03 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $254,814 Shares 2,539 Est. Cost $99847.12 Unrealized
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $253,801 Shares 1,763 Est. Cost $136.69 Unrealized +4.6%
HYG ISHARES TR IBOXX HI YD ETF 0.1%
Value ($000) $246,985 Shares 2,916 Est. Cost $81349.31 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.1%
Value ($000) $234,330 Shares 8,518 Est. Cost $27262.65 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $233,999 Shares 6,921 Est. Cost $32624.25 Unrealized
GOOGL Alphabet Inc 0.1%
Value ($000) $228,051 Shares 324 Est. Cost $36.61 Unrealized -0.5%
ALL Allstate Corp 0.1%
Value ($000) $208,680 Shares 3,000 Est. Cost $52.60 Unrealized +2.9%
AMGN AMGEN INC 0.1%
Value ($000) $199,012 Shares 1,308 Est. Cost $111.29 Unrealized +4.9%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.1%
Value ($000) $191,710 Shares 9,882 Est. Cost $17681.94 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $188,347 Shares 1,370 Est. Cost $87.23 Unrealized +7.7%
DIS DISNEY WALT CO 0.1%
Value ($000) $188,303 Shares 1,925 Est. Cost $101.82 Unrealized -9.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $188,188 Shares 1,823 Est. Cost $99663.14 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $180,644 Shares 1,553 Est. Cost $76.97 Unrealized +9.4%
GOOG Alphabet Inc 0.1%
Value ($000) $174,825 Shares 251 Est. Cost $35.60 Unrealized +0.1%
HD HOME DEPOT INC COM 0.1%
Value ($000) $163,315 Shares 1,279 Est. Cost $99.23 Unrealized +5.8%
UGI UGI Corp 0.1%
Value ($000) $162,792 Shares 3,600 Est. Cost $38.42 Unrealized +9.7%
MCHI ISHARES TRUST MSCI CHINA ETF 0.1%
Value ($000) $155,571 Shares 3,670 Est. Cost $42844.53 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $146,944 Shares 2,624 Est. Cost $56000.00 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $134,755 Shares 1,272 Est. Cost $74.84 Unrealized +3.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $127,365 Shares 1,050 Est. Cost $81.42 Unrealized +6.9%
RYDEX ETF TRUST GUGGENHEIM S&P 500 EQUAL 0.1%
Value ($000) $126,069 Shares 1,569 Est. Cost $78347.37 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $122,334 Shares 2,313 Est. Cost $45.37 Unrealized -4.6%
OPK Opko Health Inc 0.1%
Value ($000) $121,500 Shares 12,500 Est. Cost $9.65 Unrealized +5.3%
PFE PFIZER INC 0.1%
Value ($000) $119,326 Shares 3,389 Est. Cost $19.56 Unrealized +7.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $115,396 Shares 993 Est. Cost $112570.63 Unrealized
TEMPLETON EMERG MKTS INCOME FD COM 0.1%
Value ($000) $114,887 Shares 10,973 Est. Cost $10223.14 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $113,288 Shares 1,338 Est. Cost $60.64 Unrealized +4.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $104,109 Shares 2,456 Est. Cost $35.54 Unrealized -6.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $102,060 Shares 1,008 Est. Cost $65.22 Unrealized +12.5%
MMM 3M COMPANY 0.0%
Value ($000) $100,168 Shares 572 Est. Cost $98.02 Unrealized +4.5%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $97,569 Shares 691 Est. Cost $99.54 Unrealized +14.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $93,383 Shares 776 Est. Cost $92.96 Unrealized +6.7%
EDEN iShares MSCI Denmark Capped 0.0%
Value ($000) $93,057 Shares 1,668 Est. Cost $55859.17 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $90,614 Shares 1,390 Est. Cost $23.01 Unrealized +7.5%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $88,210 Shares 489 Est. Cost $128.42 Unrealized +1.1%
Guggenheim BulletShrs 2018 Corp Bd ETF 0.0%
Value ($000) $87,535 Shares 4,100 Est. Cost $21187.68 Unrealized
AMT AMERICAN TOWER CORPORATION 0.0%
Value ($000) $86,343 Shares 760 Est. Cost $75.79 Unrealized +10.5%
DLS WisdomTree International SmallCp Div ETF 0.0%
Value ($000) $84,645 Shares 1,500 Est. Cost $58116.14 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.0%
Value ($000) $83,445 Shares 1,484 Est. Cost $56065.08 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $83,329 Shares 1,341 Est. Cost $46.48 Unrealized +4.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $81,850 Shares 2,305 Est. Cost $30538.40 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $79,152 Shares 1,462 Est. Cost $58.09 Unrealized -0.4%
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $79,032 Shares 3,080 Est. Cost $32.79 Unrealized -12.5%
MAS Masco Corp 0.0%
Value ($000) $77,625 Shares 2,500 Est. Cost $24.50 Unrealized +11.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $76,959 Shares 1,116 Est. Cost $31.85 Unrealized +4.3%
BA BOEING CO 0.0%
Value ($000) $76,233 Shares 587 Est. Cost $128.88 Unrealized -8.0%
TBT ProShares UltraShort 20+ Year Treasury 0.0%
Value ($000) $73,872 Shares 2,400 Est. Cost $37425.00 Unrealized
DBEF DBX ETF TR X-TRACKERS MSCI EAFE HDG EQUI 0.0%
Value ($000) $73,870 Shares 2,956 Est. Cost $25210.78 Unrealized
REYNOLDS AMERN INC 0.0%
Value ($000) $73,830 Shares 1,369 Est. Cost $50309.60 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $72,846 Shares 1,285 Est. Cost $46.25 Unrealized +9.2%
MA MASTERCARD INC CL A 0.0%
Value ($000) $71,856 Shares 816 Est. Cost $83.42 Unrealized +8.2%
BLACKROCK INC 0.0%
Value ($000) $68,163 Shares 199 Est. Cost $340569.70 Unrealized
NEM NEWMONT MNG CORP HLDG CO 0.0%
Value ($000) $67,834 Shares 1,734 Est. Cost $21.24 Unrealized +22.5%
ACAD ACADIA PHARMACEUTICALS INC COM 0.0%
Value ($000) $64,920 Shares 2,000 Est. Cost $21.84 Unrealized +53.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $63,605 Shares 1,554 Est. Cost $32.62 Unrealized +6.0%
SO SOUTHERN CO 0.0%
Value ($000) $63,176 Shares 1,178 Est. Cost $33.07 Unrealized +1.7%
IBM INTL BUSINESS MACH 0.0%
Value ($000) $62,229 Shares 410 Est. Cost $91.62 Unrealized +3.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $60,421 Shares 594 Est. Cost $58.64 Unrealized +4.7%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $59,593 Shares 1,485 Est. Cost $45.61 Unrealized -12.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $59,109 Shares 689 Est. Cost $51.95 Unrealized +3.6%
LUV SOUTHWEST AIRLNS CO 0.0%
Value ($000) $58,815 Shares 1,500 Est. Cost $39.33 Unrealized -3.0%
RPD Rapid7 Inc 0.0%
Value ($000) $57,733 Shares 4,582 Est. Cost $12.69 Unrealized 0.0%
PAAS PAN AMERICAN SILVER CORP COM 0.0%
Value ($000) $56,489 Shares 3,434 Est. Cost $10.86 Unrealized +31.8%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $54,418 Shares 1,495 Est. Cost $37.40 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $54,246 Shares 550 Est. Cost $106945.82 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $54,143 Shares 2,536 Est. Cost $16833.38 Unrealized
AEP AMERICAN ELEC PWR CO 0.0%
Value ($000) $52,497 Shares 749 Est. Cost $44.91 Unrealized +3.8%
KR KROGER CO COM 0.0%
Value ($000) $52,205 Shares 1,419 Est. Cost $31.60 Unrealized -6.5%
ED CONSOLIDATED EDISON HLDG CO INC 0.0%
Value ($000) $51,722 Shares 643 Est. Cost $51.21 Unrealized +3.8%
Guggenheim BulletShrs 2017 HY CorpBd ETF 0.0%
Value ($000) $51,520 Shares 2,000 Est. Cost $25625.00 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P 0.0%
Value ($000) $50,033 Shares 1,498 Est. Cost $29889.85 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $49,690 Shares 1,364 Est. Cost $43.67 Unrealized -13.5%
SYY SYSCO CORP 0.0%
Value ($000) $49,471 Shares 975 Est. Cost $31.48 Unrealized +19.7%
Federal Realty Investment Trust 0.0%
Value ($000) $48,393 Shares 292 Est. Cost $155912.67 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $47,309 Shares 1,015 Est. Cost $31.24 Unrealized +4.1%
NORTHWEST NAT GAS CO 0.0%
Value ($000) $46,670 Shares 720 Est. Cost $59211.73 Unrealized
SLB SCHLUMBERGER LIMITED COM 0.0%
Value ($000) $46,261 Shares 585 Est. Cost $56.59 Unrealized +2.9%
PNC PNC FINL SVCS GROUP 0.0%
Value ($000) $44,601 Shares 548 Est. Cost $61.97 Unrealized +1.6%
F FORD MTR CO DEL COM 0.0%
Value ($000) $44,346 Shares 3,528 Est. Cost $7.94 Unrealized +0.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $44,069 Shares 3,321 Est. Cost $12.44 Unrealized -8.9%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $43,788 Shares 427 Est. Cost $98058.84 Unrealized
BOND PIMCO Total Return Active ETF 0.0%
Value ($000) $43,012 Shares 400 Est. Cost $105875.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $42,241 Shares 605 Est. Cost $56.38 Unrealized -0.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $41,111 Shares 527 Est. Cost $61.18 Unrealized -1.5%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $40,560 Shares 8,000 Est. Cost $3.89 Unrealized 0.0%
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $39,938 Shares 716 Est. Cost $55779.33 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.0%
Value ($000) $39,795 Shares 525 Est. Cost $68688.86 Unrealized
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.0%
Value ($000) $39,310 Shares 1,720 Est. Cost $22854.65 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value ($000) $39,199 Shares 465 Est. Cost $84298.92 Unrealized
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $38,807 Shares 326 Est. Cost $90.15 Unrealized +1.5%
NATIONAL GRID NEW ADR EACH REPR 5 ORD GB 0.0%
Value ($000) $38,428 Shares 517 Est. Cost $71456.33 Unrealized
AOR iShares Core Growth Allocation 0.0%
Value ($000) $38,161 Shares 950 Est. Cost $39524.74 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $37,528 Shares 285 Est. Cost $125000.00 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CORP 0.0%
Value ($000) $36,232 Shares 633 Est. Cost $51.54 Unrealized +3.9%
BSV VANGUARD BD INDEX FD INC SHORT TERM BD E 0.0%
Value ($000) $35,828 Shares 442 Est. Cost $81058.82 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $34,500 Shares 1,500 Est. Cost $24.16 Unrealized -36.6%
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH 0.0%
Value ($000) $34,441 Shares 266 Est. Cost $110448.98 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $33,926 Shares 715 Est. Cost $14.40 Unrealized +53.6%
V VISA INC COM CL A 0.0%
Value ($000) $33,524 Shares 452 Est. Cost $67.81 Unrealized +8.0%
ALLERGAN PLC. COM 0.0%
Value ($000) $33,045 Shares 143 Est. Cost $268027.03 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $32,797 Shares 357 Est. Cost $71.77 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $32,362 Shares 440 Est. Cost $44.80 Unrealized +12.7%
DEO DIAGEO ADR EACH REPR 4 ORD 0.0%
Value ($000) $31,380 Shares 278 Est. Cost $108708.53 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY IND 0.0%
Value ($000) $31,323 Shares 1,028 Est. Cost $30469.84 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING 0.0%
Value ($000) $31,191 Shares 164 Est. Cost $190189.03 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $30,885 Shares 738 Est. Cost $41764.83 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $29,803 Shares 336 Est. Cost $88699.41 Unrealized
TSLA TESLA MOTORS INC COM 0.0%
Value ($000) $29,506 Shares 139 Est. Cost $13.83 Unrealized +9.6%
ABT Abbott Laboratories 0.0%
Value ($000) $28,547 Shares 722 Est. Cost $35.69 Unrealized -6.5%
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $28,425 Shares 270 Est. Cost $108500.00 Unrealized
YAHOO INC 0.0%
Value ($000) $28,395 Shares 756 Est. Cost $33259.36 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $28,133 Shares 504 Est. Cost $58719.98 Unrealized
BB BlackBerry Ltd 0.0%
Value ($000) $27,040 Shares 4,000 Est. Cost $7.34 Unrealized -4.8%
ABBV ABBVIE INC COM 0.0%
Value ($000) $26,807 Shares 433 Est. Cost $37.12 Unrealized +10.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $26,795 Shares 205 Est. Cost $96.06 Unrealized +7.8%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $26,707 Shares 853 Est. Cost $37948.78 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $26,520 Shares 600 Est. Cost $44.73 Unrealized -3.4%
ORA Ormat Technologies Inc 0.0%
Value ($000) $26,256 Shares 600 Est. Cost $36.95 Unrealized +8.5%
TRIP TripAdvisor Inc 0.0%
Value ($000) $25,844 Shares 400 Est. Cost $64.70 Unrealized -10.9%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $25,357 Shares 250 Est. Cost $56.09 Unrealized +8.2%
XLK Technology Select Sector SPDR Fund 0.0%
Value ($000) $24,343 Shares 560 Est. Cost $43149.11 Unrealized
AGQ PROSHARES TR II ULTRA SILVER NEW 0.0%
Value ($000) $24,216 Shares 508 Est. Cost $47669.29 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $24,010 Shares 291 Est. Cost $82508.59 Unrealized
CHESAPEAKE ENERGY CORP BOND 2.75000% 11/ 0.0%
Value ($000) $24,000 Shares 2,000 Est. Cost $12000.00 Unrealized
RANDGOLD RES LTD ADR 0.0%
Value ($000) $23,864 Shares 213 Est. Cost $61925.58 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $23,861 Shares 275 Est. Cost $58.70 Unrealized +8.2%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $23,246 Shares 301 Est. Cost $31.61 Unrealized +5.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $22,909 Shares 167 Est. Cost $133209.30 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $22,765 Shares 485 Est. Cost $44678.35 Unrealized
D DOMINION RESOURCES INC VA NEW 0.0%
Value ($000) $21,976 Shares 282 Est. Cost $47.75 Unrealized 0.0%
SILVER WHEATON CORPORATION COM NPV ISIN 0.0%
Value ($000) $21,506 Shares 914 Est. Cost $16579.87 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $21,371 Shares 622 Est. Cost $34280.60 Unrealized
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $21,081 Shares 288 Est. Cost $54.74 Unrealized +3.9%
SPY SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 0.0%
Value ($000) $20,947 Shares 100 Est. Cost $207291.50 Unrealized
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE E 0.0%
Value ($000) $20,739 Shares 205 Est. Cost $101165.85 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $20,385 Shares 450 Est. Cost $44.44 Unrealized +3.6%
BIGGQ Big Lots Inc 0.0%
Value ($000) $20,036 Shares 400 Est. Cost $36.94 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $20,020 Shares 423 Est. Cost $37.51 Unrealized -0.8%
PRICELINE GROUP INC THE 0.0%
Value ($000) $19,974 Shares 16 Est. Cost $1288956.50 Unrealized
XEROX CORP 0.0%
Value ($000) $19,663 Shares 2,072 Est. Cost $10098.14 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $19,651 Shares 236 Est. Cost $84238.83 Unrealized
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 0.0%
Value ($000) $19,312 Shares 200 Est. Cost $96560.00 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $18,498 Shares 185 Est. Cost $120562.81 Unrealized
International MA Divers Inc ETF 0.0%
Value ($000) $17,881 Shares 1,050 Est. Cost $17029.52 Unrealized
AOA iShares Core Aggressive Allocation 0.0%
Value ($000) $17,483 Shares 380 Est. Cost $46007.89 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $17,267 Shares 207 Est. Cost $59.32 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $17,025 Shares 175 Est. Cost $93926.53 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V COM 0.0%
Value ($000) $16,893 Shares 227 Est. Cost $46.58 Unrealized +2.1%
NTTYY NIPPON TEL &TEL CORP SPONS ADR REPR 1 OR 0.0%
Value ($000) $16,195 Shares 344 Est. Cost $43238.37 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $16,138 Shares 3,643 Est. Cost $5906.65 Unrealized
VRTX VERTEX PHARMACEUTCLS INC 0.0%
Value ($000) $15,827 Shares 184 Est. Cost $90.45 Unrealized -4.5%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $15,778 Shares 121 Est. Cost $20.19 Unrealized +16.3%
DBEM DEUTSCHE X-TRACKERS MSCI EMERGING MARKET 0.0%
Value ($000) $15,762 Shares 834 Est. Cost $18878.90 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $15,721 Shares 150 Est. Cost $83.28 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $15,395 Shares 544 Est. Cost $24.81 Unrealized 0.0%
ASTROTECH CORP COM 0.0%
Value ($000) $15,228 Shares 9,011 Est. Cost $1530.00 Unrealized
W Wayfair Inc 0.0%
Value ($000) $15,224 Shares 400 Est. Cost $39.89 Unrealized 0.0%
WESTPAC BANKING CORPORATION ADR 0.0%
Value ($000) $15,153 Shares 686 Est. Cost $23003.41 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $14,735 Shares 181 Est. Cost $55.15 Unrealized +14.2%
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $14,709 Shares 1,424 Est. Cost $11929.77 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $14,685 Shares 351 Est. Cost $41837.61 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $14,457 Shares 198 Est. Cost $16.78 Unrealized +16.3%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $14,456 Shares 729 Est. Cost $17729.69 Unrealized
XLP SECTOR SPDR TR SHS BEN INT CONSUMER STAP 0.0%
Value ($000) $14,339 Shares 260 Est. Cost $53058.44 Unrealized
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.0%
Value ($000) $14,324 Shares 273 Est. Cost $49618.62 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMER 0.0%
Value ($000) $14,269 Shares 199 Est. Cost $71703.52 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $14,243 Shares 491 Est. Cost $31958.90 Unrealized
XLE SECTOR SPDR TR SHS BEN INT ENERGY 0.0%
Value ($000) $14,125 Shares 207 Est. Cost $68236.72 Unrealized
XENOPORT INC 0.0%
Value ($000) $14,080 Shares 2,000 Est. Cost $7040.00 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $14,028 Shares 187 Est. Cost $79098.31 Unrealized
XLB SELECT SECTOR SPDR TR SHS BEN INT MATERI 0.0%
Value ($000) $13,902 Shares 300 Est. Cost $44808.99 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOGIES ORD IL 0.0%
Value ($000) $13,784 Shares 173 Est. Cost $82.92 Unrealized +0.9%
BAKER HUGHES INC 0.0%
Value ($000) $13,719 Shares 304 Est. Cost $43828.95 Unrealized
UBS UBS GROUP CHF0.10 0.0%
Value ($000) $13,504 Shares 1,042 Est. Cost $19.51 Unrealized -21.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $13,458 Shares 170 Est. Cost $64.80 Unrealized 0.0%
NTT DOCOMO INC ADS EACH 1 REP 1 ORD SHS 0.0%
Value ($000) $13,288 Shares 492 Est. Cost $22768.29 Unrealized
RELX NV ADR REP 1 SHS EUR0.07 0.0%
Value ($000) $13,092 Shares 752 Est. Cost $17529.26 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $12,798 Shares 129 Est. Cost $100387.59 Unrealized
APD AIR PRODUCTS & CHEM 0.0%
Value ($000) $12,783 Shares 90 Est. Cost $104.91 Unrealized 0.0%
SPIRIT RLTY CAP 0.0%
Value ($000) $12,770 Shares 1,000 Est. Cost $10020.00 Unrealized
VOD VODAFONE GROUP SPON ADR REP 10 ORD SHS P 0.0%
Value ($000) $12,664 Shares 410 Est. Cost $30887.81 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $12,541 Shares 131 Est. Cost $72.40 Unrealized +2.9%
VISN CommScope Holding Co Inc 0.0%
Value ($000) $12,316 Shares 400 Est. Cost $29.68 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $12,168 Shares 371 Est. Cost $26.65 Unrealized -5.7%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $12,147 Shares 361 Est. Cost $33648.20 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $12,138 Shares 733 Est. Cost $24.91 Unrealized -25.4%
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED 0.0%
Value ($000) $11,823 Shares 2,067 Est. Cost $5719.88 Unrealized
SPECTRA ENERGY CORP COM 0.0%
Value ($000) $11,758 Shares 321 Est. Cost $30599.03 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $11,650 Shares 95 Est. Cost $28.85 Unrealized -19.7%
TS TENARIS S A SPONSORED ADR 0.0%
Value ($000) $11,536 Shares 400 Est. Cost $28840.00 Unrealized
CRH SPON ADR EA REPR 1 ORD SHS EUR0.32 0.0%
Value ($000) $10,915 Shares 369 Est. Cost $28178.86 Unrealized
PUK PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 0.0%
Value ($000) $10,815 Shares 318 Est. Cost $37198.11 Unrealized
POWERSHARES EXCHANGE TRADED FD TR DYNAMI 0.0%
Value ($000) $10,609 Shares 409 Est. Cost $23800.00 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $10,603 Shares 160 Est. Cost $44.25 Unrealized +14.5%
WESTERN ASSET CLAYMORE INFLATION LINKED 0.0%
Value ($000) $10,584 Shares 922 Est. Cost $11479.39 Unrealized
POWERSHARES DWA CONSUMER STAPLES 0.0%
Value ($000) $10,574 Shares 181 Est. Cost $56789.90 Unrealized
ADM ARCHER DANIELS MIDLAND 0.0%
Value ($000) $10,508 Shares 245 Est. Cost $29.99 Unrealized 0.0%
JAPAY JAPAN TOBACCO INC UNSP ADR EA REPR ORD 0.0%
Value ($000) $10,298 Shares 515 Est. Cost $19996.12 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOT 0.0%
Value ($000) $10,196 Shares 114 Est. Cost $113019.95 Unrealized
GREEN BANCORP INC COM 0.0%
Value ($000) $10,193 Shares 1,169 Est. Cost $8719.42 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.0%
Value ($000) $10,036 Shares 39 Est. Cost $338327.50 Unrealized
UNITED DEV FDG IV COM 0.0%
Value ($000) $0 Shares 40,052 Est. Cost Unrealized