NAPLES GLOBAL ADVISORS, LLC Diversified Active

CIK: 0001582151 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 22, 2015

Total Value ($000): $189,038 (100.0% shares, 0.0% debt)

Holdings (218)

VV Vanguard Large Cap 3.6%
Value ($000) $6,893 Shares 73,023 Est. Cost $86.60 Unrealized
MDY Spdr S&P Midcap 400 Etf 2.0%
Value ($000) $3,842 Shares 14,554 Est. Cost $245.60 Unrealized
AAPL Apple Inc 1.3%
Value ($000) $2,507 Shares 22,716 Est. Cost $24.08 Unrealized 0.0%
General Electric Co. 1.3%
Value ($000) $2,426 Shares 95,995 Est. Cost $27.42 Unrealized
AMGN Amgen Incorporated 1.3%
Value ($000) $2,413 Shares 15,151 Est. Cost $94.80 Unrealized +19.5%
MSFT Microsoft Corp 1.2%
Value ($000) $2,315 Shares 49,834 Est. Cost $32.11 Unrealized +24.2%
TSM Taiwan Semiconductor 1.2%
Value ($000) $2,267 Shares 101,287 Est. Cost $17.80 Unrealized
BA Boeing Co 1.1%
Value ($000) $2,173 Shares 16,721 Est. Cost $109.45 Unrealized +1.1%
VFC V F Corp 1.1%
Value ($000) $1,989 Shares 26,560 Est. Cost $52.19 Unrealized +26.7%
Du Pont E I De Nemour&Co 1.0%
Value ($000) $1,835 Shares 24,820 Est. Cost $66.34 Unrealized
T A T & T Inc New 1.0%
Value ($000) $1,810 Shares 53,887 Est. Cost $11.28 Unrealized +4.7%
JNJ Johnson & Johnson 0.9%
Value ($000) $1,774 Shares 16,969 Est. Cost $66.76 Unrealized +15.8%
PG Procter & Gamble 0.9%
Value ($000) $1,766 Shares 19,387 Est. Cost $57.99 Unrealized +11.4%
GLW Corning Inc 0.9%
Value ($000) $1,619 Shares 70,586 Est. Cost $12.68 Unrealized +19.9%
SO Southern Co 0.9%
Value ($000) $1,607 Shares 32,723 Est. Cost $25.18 Unrealized +17.1%
ADI Analog Devices Inc 0.8%
Value ($000) $1,583 Shares 28,510 Est. Cost $40.45 Unrealized +0.4%
Spdr High Yield ETF 0.8%
Value ($000) $1,569 Shares 40,636 Est. Cost $40.59 Unrealized
DE Deere & Co 0.8%
Value ($000) $1,551 Shares 17,535 Est. Cost $68.73 Unrealized +2.7%
ABBV Abbvie Inc 0.8%
Value ($000) $1,536 Shares 23,477 Est. Cost $31.00 Unrealized +29.8%
INTC Intel Corp 0.8%
Value ($000) $1,514 Shares 41,715 Est. Cost $18.46 Unrealized +44.3%
LMT Lockheed Martin Corp 0.8%
Value ($000) $1,506 Shares 7,822 Est. Cost $99.27 Unrealized +38.2%
DIS Disney Walt Co 0.8%
Value ($000) $1,506 Shares 15,991 Est. Cost $61.83 Unrealized +31.5%
COP Conocophillips 0.8%
Value ($000) $1,469 Shares 21,276 Est. Cost $48.60 Unrealized +0.5%
SNY Sanofi Adr 0.8%
Value ($000) $1,460 Shares 32,008 Est. Cost $50.88 Unrealized
TAP Molson Coors Brewing Clb 0.7%
Value ($000) $1,406 Shares 18,866 Est. Cost $40.28 Unrealized +40.4%
Aberdeen Asia Pacific Income F 0.7%
Value ($000) $1,378 Shares 248,370 Est. Cost $6.07 Unrealized
WM Waste Management Inc Del 0.7%
Value ($000) $1,377 Shares 26,834 Est. Cost $33.88 Unrealized +15.3%
China Mobile Ltd Adr 0.7%
Value ($000) $1,373 Shares 23,335 Est. Cost $53.02 Unrealized
CAG Conagra Foods Inc 0.7%
Value ($000) $1,365 Shares 37,618 Est. Cost $16.53 Unrealized +13.3%
Nordstrom Inc 0.7%
Value ($000) $1,360 Shares 17,128 Est. Cost $62.39 Unrealized
AXP American Expres S Co 0.7%
Value ($000) $1,323 Shares 14,218 Est. Cost $76.48 Unrealized -0.1%
Nuveen Ny Amt Free Muni 0.7%
Value ($000) $1,318 Shares 102,135 Est. Cost $12.90 Unrealized
TRV Travelers Companies Inc 0.7%
Value ($000) $1,309 Shares 12,365 Est. Cost $73.26 Unrealized +7.8%
M T S Systems Corp 0.7%
Value ($000) $1,309 Shares 17,452 Est. Cost $70.56 Unrealized
BCE Bce Inc Com ADR 0.7%
Value ($000) $1,307 Shares 28,500 Est. Cost $21.93 Unrealized +7.4%
MCD Mc Donalds Corp 0.7%
Value ($000) $1,304 Shares 13,919 Est. Cost $70.14 Unrealized +0.6%
MMM 3m Company 0.7%
Value ($000) $1,296 Shares 7,887 Est. Cost $73.21 Unrealized +22.5%
ORCL Oracle Corporation 0.7%
Value ($000) $1,294 Shares 28,767 Est. Cost $32.56 Unrealized +6.0%
Blackstone Group Lp 0.7%
Value ($000) $1,292 Shares 38,190 Est. Cost $33.03 Unrealized
PKG Packaging Corp Of Amer 0.7%
Value ($000) $1,286 Shares 16,478 Est. Cost $48.09 Unrealized +6.8%
HD Home Depot Inc 0.7%
Value ($000) $1,264 Shares 12,045 Est. Cost $58.76 Unrealized +27.3%
Spdr Barclays Short Muni ETF 0.7%
Value ($000) $1,258 Shares 51,802 Est. Cost $24.29 Unrealized
Unilever Nv 0.7%
Value ($000) $1,258 Shares 32,223 Est. Cost $40.04 Unrealized
National Grid Plc Adr 0.7%
Value ($000) $1,254 Shares 17,753 Est. Cost $67.88 Unrealized
TBRG Computer Programs & Sys 0.7%
Value ($000) $1,253 Shares 20,625 Est. Cost $50.07 Unrealized +1.9%
Orchids Paper Prods Co 0.7%
Value ($000) $1,233 Shares 42,350 Est. Cost $32.75 Unrealized
United Technologies Corp 0.6%
Value ($000) $1,216 Shares 10,572 Est. Cost $114.27 Unrealized
LLY Lilly Eli & Co 0.6%
Value ($000) $1,206 Shares 17,485 Est. Cost $40.65 Unrealized +35.8%
PEP Pepsico Incorporated 0.6%
Value ($000) $1,195 Shares 12,638 Est. Cost $57.97 Unrealized +18.4%
LEG Leggett & Platt Inc 0.6%
Value ($000) $1,181 Shares 27,725 Est. Cost $30.31 Unrealized +29.9%
PAYX Paychex Inc 0.6%
Value ($000) $1,178 Shares 25,517 Est. Cost $29.57 Unrealized +11.4%
AFL A F L A C Inc 0.6%
Value ($000) $1,173 Shares 19,200 Est. Cost $23.91 Unrealized -5.1%
Dr Pepper Snapple Group Inc 0.6%
Value ($000) $1,173 Shares 16,371 Est. Cost $64.31 Unrealized
QCOM Qualcomm Inc 0.6%
Value ($000) $1,168 Shares 15,714 Est. Cost $51.30 Unrealized +4.0%
CBRL Cracker Barrel Old Ctry 0.6%
Value ($000) $1,159 Shares 8,235 Est. Cost $59.98 Unrealized +23.2%
TGT Target Corporation 0.6%
Value ($000) $1,157 Shares 15,240 Est. Cost $42.64 Unrealized +13.9%
ACN Accenture Plc ADR 0.6%
Value ($000) $1,148 Shares 12,850 Est. Cost $62.87 Unrealized +10.2%
BAX Baxter International Inc 0.6%
Value ($000) $1,138 Shares 15,526 Est. Cost $32.71 Unrealized -1.3%
E M C Corp Mass 0.6%
Value ($000) $1,133 Shares 38,083 Est. Cost $29.75 Unrealized
DEO Diageo Plc New Adr 0.6%
Value ($000) $1,127 Shares 9,879 Est. Cost $127.63 Unrealized
EMR Emerson Electric Co 0.6%
Value ($000) $1,124 Shares 18,203 Est. Cost $48.08 Unrealized -3.5%
Rockwood Holdings Inc 0.6%
Value ($000) $1,123 Shares 14,253 Est. Cost $71.93 Unrealized
CLX Clorox Company 0.6%
Value ($000) $1,114 Shares 10,690 Est. Cost $63.82 Unrealized +14.6%
NSC Norfolk Southern Corp 0.6%
Value ($000) $1,106 Shares 10,094 Est. Cost $65.71 Unrealized +30.6%
MO Altria Group Inc 0.6%
Value ($000) $1,104 Shares 22,403 Est. Cost $18.56 Unrealized +28.0%
BMO Bank Of Montreal ADR 0.6%
Value ($000) $1,101 Shares 15,570 Est. Cost $43.75 Unrealized +4.2%
MCHP Microchip Technology Inc 0.6%
Value ($000) $1,071 Shares 23,749 Est. Cost $16.48 Unrealized +5.1%
SPY S P D R S&P 500 Etf Tr 0.6%
Value ($000) $1,066 Shares 5,189 Est. Cost $185.34 Unrealized
IFF Intl Flavors & Fragrances Inc 0.6%
Value ($000) $1,052 Shares 10,375 Est. Cost $65.83 Unrealized +15.1%
Psychemedics Corp New 0.5%
Value ($000) $1,030 Shares 67,972 Est. Cost $14.66 Unrealized
GIS General Mills I Nc 0.5%
Value ($000) $1,010 Shares 18,937 Est. Cost $32.89 Unrealized +7.1%
SON Sonoco Products Co 0.5%
Value ($000) $1,004 Shares 22,966 Est. Cost $27.44 Unrealized +4.1%
INFY Infosys Ltd ADR 0.5%
Value ($000) $1,003 Shares 31,870 Est. Cost $42.35 Unrealized
XOM Exxon Mobil Corporation 0.5%
Value ($000) $1,002 Shares 10,833 Est. Cost $56.71 Unrealized +2.3%
Kayne Anderson Mlp Invt 0.5%
Value ($000) $1,001 Shares 26,215 Est. Cost $39.67 Unrealized
HTGC Hercules Tech Growth 0.5%
Value ($000) $998 Shares 67,041 Est. Cost $15.96 Unrealized -5.4%
US Ecology Inc Com 0.5%
Value ($000) $998 Shares 24,875 Est. Cost $37.10 Unrealized
ARCC Ares Capital Corp 0.5%
Value ($000) $978 Shares 62,671 Est. Cost $5.55 Unrealized -1.1%
AZN Astrazeneca Plc Adr 0.5%
Value ($000) $976 Shares 13,867 Est. Cost $70.38 Unrealized
KSS Kohls Corp 0.5%
Value ($000) $975 Shares 15,976 Est. Cost $54.83 Unrealized +5.4%
Glaxosmithkline Adr 0.5%
Value ($000) $972 Shares 22,739 Est. Cost $50.19 Unrealized
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $970 Shares 11,293 Est. Cost $20.35 Unrealized +7.3%
HE Hawaiian Elec Industries 0.5%
Value ($000) $950 Shares 28,390 Est. Cost $24.41 Unrealized +19.3%
Eaton Vance Tax Managed Buy Wr 0.5%
Value ($000) $941 Shares 66,935 Est. Cost $14.30 Unrealized
Chubb Corp 0.5%
Value ($000) $938 Shares 9,066 Est. Cost $92.95 Unrealized
IVOO Vanguard S&P 400 ETF 0.5%
Value ($000) $937 Shares 9,615 Est. Cost $93.20 Unrealized
Blackrock Inc 0.5%
Value ($000) $912 Shares 2,550 Est. Cost $331.73 Unrealized
CSX C S X Corp 0.5%
Value ($000) $909 Shares 25,095 Est. Cost $7.42 Unrealized +32.5%
KMB Kimberly Clark Corp 0.5%
Value ($000) $908 Shares 7,858 Est. Cost $66.62 Unrealized +14.2%
Shaw Commun Inc Cl B 0.5%
Value ($000) $886 Shares 32,840 Est. Cost $24.43 Unrealized
NVS Novartis A G Spon Adr 0.5%
Value ($000) $880 Shares 9,500 Est. Cost $82.21 Unrealized
Lorillard Inc 0.5%
Value ($000) $877 Shares 13,933 Est. Cost $50.96 Unrealized
APD Air Prod & Chemicals Inc 0.5%
Value ($000) $873 Shares 6,055 Est. Cost $79.28 Unrealized +21.4%
SJNK Spdr Barclays Etf 0.5%
Value ($000) $873 Shares 30,195 Est. Cost $30.54 Unrealized
Hospitality Pptys Trust 0.5%
Value ($000) $870 Shares 28,067 Est. Cost $27.49 Unrealized
BSV Vanguard Short Bond Index Fund 0.4%
Value ($000) $849 Shares 10,622 Est. Cost $79.93 Unrealized
Select Income Reit 0.4%
Value ($000) $843 Shares 34,520 Est. Cost $26.27 Unrealized
KO Coca Cola Company 0.4%
Value ($000) $828 Shares 19,622 Est. Cost $27.21 Unrealized +10.4%
Textainer Group Hldgs 0.4%
Value ($000) $825 Shares 24,048 Est. Cost $36.71 Unrealized
VCSH Vanguard Scottsdale Fds Short 0.4%
Value ($000) $822 Shares 10,320 Est. Cost $79.80 Unrealized
Raytheon Company New 0.4%
Value ($000) $812 Shares 7,505 Est. Cost $97.66 Unrealized
IXUS International Stock Core I Sha 0.4%
Value ($000) $807 Shares 15,155 Est. Cost $55.21 Unrealized
PM Philip Morris Intl Inc 0.4%
Value ($000) $805 Shares 9,881 Est. Cost $47.19 Unrealized +4.3%
Meridian Bioscience Inc 0.4%
Value ($000) $793 Shares 48,202 Est. Cost $24.19 Unrealized
NEAR Ishares U S Etf Tr Short Matur 0.4%
Value ($000) $788 Shares 15,761 Est. Cost $50.17 Unrealized
Macquarie Global Infrast 0.4%
Value ($000) $787 Shares 31,835 Est. Cost $23.52 Unrealized
CCU Compania Cer Unidas Adrf 0.4%
Value ($000) $786 Shares 42,354 Est. Cost $23.96 Unrealized
AVA Avista Corporation 0.4%
Value ($000) $785 Shares 22,202 Est. Cost $17.12 Unrealized +26.9%
CM Cdn Imperial Bk Comm 0.4%
Value ($000) $751 Shares 8,740 Est. Cost $23.75 Unrealized +10.2%
ABEV Ambev Sa Adr 0.4%
Value ($000) $747 Shares 120,050 Est. Cost $7.18 Unrealized
USB U S Bancorp Del New 0.4%
Value ($000) $746 Shares 16,601 Est. Cost $26.42 Unrealized +10.2%
Westar Energy Inc 0.4%
Value ($000) $730 Shares 17,710 Est. Cost $32.79 Unrealized
OLN Olin Corp 0.4%
Value ($000) $726 Shares 31,870 Est. Cost $17.95 Unrealized -2.5%
Penns Woods Bancorp Inc 0.4%
Value ($000) $725 Shares 14,712 Est. Cost $49.79 Unrealized
CNK Cinemark Holdings Inc 0.4%
Value ($000) $724 Shares 20,346 Est. Cost $24.56 Unrealized +16.9%
Te Connectivity Ltd 0.4%
Value ($000) $717 Shares 11,330 Est. Cost $55.53 Unrealized
ITOT Ishares S&P 1500 US Stock ETF 0.4%
Value ($000) $715 Shares 7,615 Est. Cost $90.05 Unrealized
OMC Omnicom Group 0.4%
Value ($000) $713 Shares 9,205 Est. Cost $50.26 Unrealized 0.0%
BTI British American Tobacco ADR 0.4%
Value ($000) $712 Shares 6,599 Est. Cost $107.76 Unrealized
PFF Ishares S&P U S Pfd Fund 0.4%
Value ($000) $710 Shares 18,003 Est. Cost $36.93 Unrealized
O Realty Income Corp 0.4%
Value ($000) $705 Shares 14,780 Est. Cost $22.41 Unrealized +17.5%
CSCO Cisco Systems Inc 0.4%
Value ($000) $700 Shares 25,148 Est. Cost $15.54 Unrealized +17.8%
SCHB Schw US Brd Mkt Etf 0.4%
Value ($000) $696 Shares 13,980 Est. Cost $45.02 Unrealized
IGSB Ishares Barclays 1-3 Credit ET 0.4%
Value ($000) $695 Shares 6,605 Est. Cost $105.46 Unrealized
PFE Pfizer Incorporated 0.4%
Value ($000) $682 Shares 21,883 Est. Cost $17.75 Unrealized +1.2%
Corrections Cp Amer New 0.4%
Value ($000) $680 Shares 18,721 Est. Cost $32.70 Unrealized
GNTX Gentex Corp 0.4%
Value ($000) $662 Shares 18,315 Est. Cost $14.68 Unrealized +13.2%
EFA Ishares Tr Msci Eafe Fd 0.3%
Value ($000) $647 Shares 10,640 Est. Cost $66.22 Unrealized
Maiden Holdings Ltd Com 0.3%
Value ($000) $639 Shares 49,993 Est. Cost $11.15 Unrealized
SAFT Safety Insurance Group 0.3%
Value ($000) $635 Shares 9,923 Est. Cost $53.56 Unrealized +12.0%
Government Ppty Incm Tr 0.3%
Value ($000) $634 Shares 27,540 Est. Cost $24.71 Unrealized
Medtronic Inc 0.3%
Value ($000) $634 Shares 8,785 Est. Cost $58.27 Unrealized
WPC W P Carey & Co L L C 0.3%
Value ($000) $616 Shares 8,790 Est. Cost $64.49 Unrealized
POR Portland General Elec 0.3%
Value ($000) $611 Shares 16,150 Est. Cost $18.93 Unrealized +27.4%
KMI Kinder Morgan Inc Delaware Com 0.3%
Value ($000) $605 Shares 14,303 Est. Cost $22.45 Unrealized 0.0%
NEE Nextera Energy Inc 0.3%
Value ($000) $604 Shares 5,678 Est. Cost $15.32 Unrealized +23.3%
Eaton Vance Sht Dur Incm 0.3%
Value ($000) $573 Shares 40,493 Est. Cost $15.22 Unrealized
UPS United Parcel Service 0.3%
Value ($000) $548 Shares 4,925 Est. Cost $65.36 Unrealized +8.5%
MRK Merck & Co Inc New 0.3%
Value ($000) $547 Shares 9,637 Est. Cost $33.15 Unrealized +18.7%
ETN Eaton Corporation 0.3%
Value ($000) $517 Shares 7,601 Est. Cost $54.08 Unrealized -6.3%
Marine Harvest Adr 0.3%
Value ($000) $517 Shares 37,865 Est. Cost $13.82 Unrealized
CAT Caterpillar Inc 0.3%
Value ($000) $510 Shares 5,574 Est. Cost $64.10 Unrealized +14.4%
VWO Vanguard Msci Emerging Stock 0.3%
Value ($000) $505 Shares 12,611 Est. Cost $41.24 Unrealized
LARK Landmark Bancorp Inc 0.3%
Value ($000) $502 Shares 23,773 Est. Cost $13.94 Unrealized +17.4%
PNW Pinnacle West Capital Cp 0.3%
Value ($000) $500 Shares 7,325 Est. Cost $34.56 Unrealized +16.4%
BRK/B Berkshire Hathaway B New 0.3%
Value ($000) $497 Shares 3,309 Est. Cost $121.39 Unrealized +18.9%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $497 Shares 5,962 Est. Cost $52.79 Unrealized +20.3%
Guangshen Railway ADR 0.3%
Value ($000) $491 Shares 20,345 Est. Cost $22.79 Unrealized
ACWI Ishares Msci Acwi Index 0.3%
Value ($000) $479 Shares 8,190 Est. Cost $57.70 Unrealized
IWM Ishares Russell 2k 0.3%
Value ($000) $474 Shares 3,960 Est. Cost $115.43 Unrealized
Ca Inc 0.2%
Value ($000) $466 Shares 15,301 Est. Cost $33.18 Unrealized
IJH Ishares S&P Midcap ETF 0.2%
Value ($000) $453 Shares 3,125 Est. Cost $133.76 Unrealized
OEF Ishares Tr S&P 100 Index 0.2%
Value ($000) $452 Shares 4,970 Est. Cost $82.49 Unrealized
CHD Church & Dwight Co Inc 0.2%
Value ($000) $445 Shares 5,650 Est. Cost $28.57 Unrealized +11.4%
CVX Chevron Corporation 0.2%
Value ($000) $432 Shares 3,853 Est. Cost $72.45 Unrealized -2.7%
UG United Guardian Inc 0.2%
Value ($000) $432 Shares 21,777 Est. Cost $26.21 Unrealized -21.7%
BHB Bar Harbor Bankshares 0.2%
Value ($000) $428 Shares 13,378 Est. Cost $11.36 Unrealized +18.4%
L-3 Communication Hldgs. 0.2%
Value ($000) $422 Shares 3,342 Est. Cost $108.22 Unrealized
DLR Digital Rlty Tr Inc Com 0.2%
Value ($000) $421 Shares 6,350 Est. Cost $42.61 Unrealized +4.0%
Discover Finl Svcs 0.2%
Value ($000) $419 Shares 6,405 Est. Cost $65.42 Unrealized
Statoil Asa ADR 0.2%
Value ($000) $419 Shares 23,791 Est. Cost $24.52 Unrealized
Kraft Foods Group 0.2%
Value ($000) $414 Shares 6,602 Est. Cost $54.99 Unrealized
IEMG Ishares Inc Core Msci Emerging 0.2%
Value ($000) $404 Shares 8,600 Est. Cost $49.17 Unrealized
OHI Omega Hlthcare Invs Inc 0.2%
Value ($000) $404 Shares 10,345 Est. Cost $31.99 Unrealized
SUB Ishares S&P Short Natl Amt-Fr 0.2%
Value ($000) $389 Shares 3,670 Est. Cost $106.20 Unrealized
Royal Dutch Shell B Adrf 0.2%
Value ($000) $388 Shares 5,582 Est. Cost $77.03 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $387 Shares 3,250 Est. Cost $72.46 Unrealized +23.5%
ABT Abbott Laboratories 0.2%
Value ($000) $385 Shares 8,561 Est. Cost $30.76 Unrealized +14.8%
Magellan Midstream Ptnrs 0.2%
Value ($000) $380 Shares 4,600 Est. Cost $63.19 Unrealized
Buckeye Partners Uts L P 0.2%
Value ($000) $380 Shares 5,025 Est. Cost $72.18 Unrealized
ICE Intercontinental Exchange 0.2%
Value ($000) $378 Shares 1,723 Est. Cost $35.29 Unrealized +5.4%
Total Adr 0.2%
Value ($000) $377 Shares 7,370 Est. Cost $63.57 Unrealized
Market Vectors Etf TRUST 0.2%
Value ($000) $350 Shares 19,930 Est. Cost $17.59 Unrealized
NHI National Health Invs Inc 0.2%
Value ($000) $349 Shares 4,985 Est. Cost $56.17 Unrealized
STWD Starwood Ppty Trust Inc 0.2%
Value ($000) $349 Shares 15,000 Est. Cost $22.24 Unrealized
VOO Vanguard Index Fds S&P 500 Etf 0.2%
Value ($000) $337 Shares 1,790 Est. Cost $188.27 Unrealized
Pacific Continental Corp 0.2%
Value ($000) $333 Shares 23,474 Est. Cost $13.37 Unrealized
CME Cme Group Inc Cl A 0.2%
Value ($000) $332 Shares 3,740 Est. Cost $44.44 Unrealized +22.1%
Transmontaigne Ptnrs Lp 0.2%
Value ($000) $330 Shares 10,475 Est. Cost $42.35 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $329 Shares 2,820 Est. Cost $110.43 Unrealized
WDFC Wd-40 Company 0.2%
Value ($000) $329 Shares 3,872 Est. Cost $58.73 Unrealized +8.5%
FNLC First Bancorp Inc Me 0.2%
Value ($000) $329 Shares 18,195 Est. Cost $9.84 Unrealized +5.4%
Bhp Billiton Pl C Spons Adr 0.2%
Value ($000) $329 Shares 7,640 Est. Cost $65.20 Unrealized
ADC Agree Realty Corp 0.2%
Value ($000) $319 Shares 10,261 Est. Cost $29.66 Unrealized
Kellogg Company 0.2%
Value ($000) $319 Shares 4,880 Est. Cost $38.25 Unrealized +6.3%
VTR Ventas Inc 0.2%
Value ($000) $309 Shares 4,310 Est. Cost $42.33 Unrealized +14.1%
FDM First Tr Dow Jones Micro Cap I 0.2%
Value ($000) $308 Shares 9,235 Est. Cost $32.59 Unrealized
DUK Duke Energy Corp New 0.2%
Value ($000) $304 Shares 3,643 Est. Cost $44.98 Unrealized +13.3%
CNP Centerpoint Energy Inc 0.2%
Value ($000) $302 Shares 12,900 Est. Cost $15.70 Unrealized +3.4%
Neenah Paper Inc 0.2%
Value ($000) $297 Shares 4,920 Est. Cost $43.09 Unrealized
Linear Technology Corp 0.2%
Value ($000) $285 Shares 6,260 Est. Cost $45.76 Unrealized
H C P Inc 0.1%
Value ($000) $281 Shares 6,376 Est. Cost $41.75 Unrealized
Oaktree Capital Group 0.1%
Value ($000) $281 Shares 5,425 Est. Cost $58.65 Unrealized
ASR Grupo Aeroportuario Sureste 0.1%
Value ($000) $276 Shares 2,095 Est. Cost $131.74 Unrealized
Seagate Technology Plc 0.1%
Value ($000) $269 Shares 4,050 Est. Cost $56.27 Unrealized
SAP S A P Ag Adr 0.1%
Value ($000) $264 Shares 3,785 Est. Cost $69.75 Unrealized
RES R P C Inc 0.1%
Value ($000) $258 Shares 19,795 Est. Cost $13.94 Unrealized -5.6%
Royce Micro-Cap Trust 0.1%
Value ($000) $255 Shares 25,267 Est. Cost $12.58 Unrealized
DGS Wisdomtree Emerg Small Cap 0.1%
Value ($000) $254 Shares 5,885 Est. Cost $46.02 Unrealized
SPSB SPDR Barclays 1-3 Year Corp 0.1%
Value ($000) $251 Shares 8,225 Est. Cost $30.52 Unrealized
META Facebook Inc Class A 0.1%
Value ($000) $240 Shares 3,074 Est. Cost $73.12 Unrealized +3.8%
IJR Ishares Tr S&P Smallcap Growth 0.1%
Value ($000) $239 Shares 2,095 Est. Cost $109.31 Unrealized
Emerging Mrk Vectors Bond ETF 0.1%
Value ($000) $237 Shares 10,665 Est. Cost $23.65 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $237 Shares 5,065 Est. Cost $26.05 Unrealized +6.2%
Iberiabank Corp 0.1%
Value ($000) $232 Shares 3,575 Est. Cost $69.16 Unrealized
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $232 Shares 3,709 Est. Cost $43.17 Unrealized +3.6%
Westpac Banking Spn Adrf 0.1%
Value ($000) $232 Shares 8,635 Est. Cost $28.86 Unrealized
VIG Vanguard Div Apprciation 0.1%
Value ($000) $226 Shares 2,785 Est. Cost $77.23 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $221 Shares 3,738 Est. Cost $38.91 Unrealized 0.0%
Amerigas Prtnrs LP 0.1%
Value ($000) $218 Shares 4,550 Est. Cost $45.49 Unrealized
IBN ICICI Bank Ltd Adr 0.1%
Value ($000) $218 Shares 18,875 Est. Cost $11.55 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $215 Shares 2,947 Est. Cost $42.23 Unrealized 0.0%
IVOV Vanguard S&P 400 Midcap Value 0.1%
Value ($000) $213 Shares 2,200 Est. Cost $96.82 Unrealized
Walgreens Boots Allianc 0.1%
Value ($000) $206 Shares 2,700 Est. Cost $76.30 Unrealized
American Natl Bankshares 0.1%
Value ($000) $206 Shares 8,305 Est. Cost $21.80 Unrealized
Eaton Vance Tax Man Glb Div Eq 0.1%
Value ($000) $204 Shares 21,512 Est. Cost $10.02 Unrealized
UVV Universal Corp Va 0.1%
Value ($000) $203 Shares 4,605 Est. Cost $42.14 Unrealized 0.0%
MPT Medical Properties Trust 0.1%
Value ($000) $177 Shares 12,867 Est. Cost $12.39 Unrealized