NAPLES GLOBAL ADVISORS, LLC Diversified Active

CIK: 0001582151 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 15, 2015

Total Value ($000): $210,396 (100.0% shares, 0.0% debt)

Holdings (234)

VV Vanguard Large Cap ETF 3.3%
Value ($000) $6,950 Shares 73,003 Est. Cost $86.60 Unrealized
PG Procter & Gamble 3.0%
Value ($000) $6,248 Shares 76,250 Est. Cost $62.17 Unrealized +2.3%
MDY Spdr S&P Midcap 400 ETF 1.9%
Value ($000) $4,041 Shares 14,574 Est. Cost $245.60 Unrealized
AAPL Apple Inc 1.4%
Value ($000) $2,990 Shares 24,026 Est. Cost $24.24 Unrealized +10.8%
BA Boeing Co 1.2%
Value ($000) $2,589 Shares 17,252 Est. Cost $110.01 Unrealized +16.2%
AMGN Amgen Incorporated 1.2%
Value ($000) $2,489 Shares 15,574 Est. Cost $95.35 Unrealized +20.7%
TSM Taiwan Semiconductor 1.2%
Value ($000) $2,450 Shares 104,332 Est. Cost $17.97 Unrealized
General Electric Co. 1.1%
Value ($000) $2,341 Shares 94,368 Est. Cost $27.42 Unrealized
Nuveen NY AMT Free Muni CEF 1.0%
Value ($000) $2,044 Shares 156,400 Est. Cost $12.96 Unrealized
MSFT Microsoft Corp 1.0%
Value ($000) $2,043 Shares 50,263 Est. Cost $32.11 Unrealized +16.0%
VFC V F Corp 0.9%
Value ($000) $1,948 Shares 25,860 Est. Cost $52.19 Unrealized +32.6%
T A T & T Inc New 0.9%
Value ($000) $1,839 Shares 56,332 Est. Cost $11.30 Unrealized +4.3%
ADI Analog Devices Inc 0.9%
Value ($000) $1,815 Shares 28,810 Est. Cost $40.50 Unrealized +12.2%
Du Pont E I De Nemour&Co 0.9%
Value ($000) $1,814 Shares 25,383 Est. Cost $66.45 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $1,802 Shares 17,916 Est. Cost $67.20 Unrealized +11.8%
GLW Corning Inc 0.8%
Value ($000) $1,687 Shares 74,386 Est. Cost $12.94 Unrealized +37.7%
SNY Sanofi Adr 0.8%
Value ($000) $1,653 Shares 33,438 Est. Cost $50.82 Unrealized
LMT Lockheed Martin Corp 0.8%
Value ($000) $1,632 Shares 8,041 Est. Cost $100.57 Unrealized +46.3%
DIS Disney Walt Co 0.8%
Value ($000) $1,600 Shares 15,257 Est. Cost $61.83 Unrealized +48.6%
DE Deere & Co 0.8%
Value ($000) $1,587 Shares 18,100 Est. Cost $68.87 Unrealized +6.0%
China Mobile Ltd Adr 0.8%
Value ($000) $1,586 Shares 24,390 Est. Cost $53.54 Unrealized
Spdr High Yield Bd ETF 0.8%
Value ($000) $1,578 Shares 40,236 Est. Cost $40.59 Unrealized
Blackstone Group Lp 0.7%
Value ($000) $1,555 Shares 39,990 Est. Cost $33.29 Unrealized
SO Southern Co 0.7%
Value ($000) $1,528 Shares 34,510 Est. Cost $25.43 Unrealized +17.8%
ABBV Abbvie Inc 0.7%
Value ($000) $1,503 Shares 25,682 Est. Cost $31.67 Unrealized +22.6%
AXP American Expres S Co 0.7%
Value ($000) $1,480 Shares 18,947 Est. Cost $75.12 Unrealized -5.5%
Praxair Inc 0.7%
Value ($000) $1,477 Shares 12,233 Est. Cost $120.74 Unrealized
WM Waste Management Inc Del 0.7%
Value ($000) $1,455 Shares 26,834 Est. Cost $33.88 Unrealized +26.9%
TAP Molson Coors Brewing Clb 0.7%
Value ($000) $1,409 Shares 18,931 Est. Cost $40.28 Unrealized +43.4%
TRV Travelers Companies Inc 0.7%
Value ($000) $1,407 Shares 13,011 Est. Cost $73.79 Unrealized +13.8%
INTC Intel Corp 0.7%
Value ($000) $1,383 Shares 44,234 Est. Cost $18.89 Unrealized +37.7%
PKG Packaging Corp Of Amer 0.7%
Value ($000) $1,382 Shares 17,670 Est. Cost $48.70 Unrealized +17.5%
Nordstrom Inc 0.7%
Value ($000) $1,376 Shares 17,129 Est. Cost $62.39 Unrealized
CAG Conagra Foods Inc 0.7%
Value ($000) $1,371 Shares 37,518 Est. Cost $16.53 Unrealized +14.9%
COP Conocophillips 0.7%
Value ($000) $1,370 Shares 22,011 Est. Cost $48.49 Unrealized -6.0%
MCD Mc Donalds Corp 0.6%
Value ($000) $1,367 Shares 14,033 Est. Cost $70.14 Unrealized +2.9%
HD Home Depot Inc 0.6%
Value ($000) $1,356 Shares 11,937 Est. Cost $58.76 Unrealized +45.2%
MMM 3m Company 0.6%
Value ($000) $1,352 Shares 8,196 Est. Cost $74.10 Unrealized +30.7%
Unilever Nv 0.6%
Value ($000) $1,351 Shares 32,353 Est. Cost $40.04 Unrealized
ORCL Oracle Corporation 0.6%
Value ($000) $1,331 Shares 30,855 Est. Cost $32.85 Unrealized +12.2%
M T S Systems Corp 0.6%
Value ($000) $1,320 Shares 17,452 Est. Cost $70.56 Unrealized
PAYX Paychex Inc 0.6%
Value ($000) $1,298 Shares 26,167 Est. Cost $29.70 Unrealized +17.7%
Dr Pepper Snapple Group 0.6%
Value ($000) $1,290 Shares 16,435 Est. Cost $64.31 Unrealized
LLY Lilly Eli & Co 0.6%
Value ($000) $1,287 Shares 17,710 Est. Cost $40.88 Unrealized +43.5%
LEG Leggett & Platt Inc 0.6%
Value ($000) $1,271 Shares 27,585 Est. Cost $30.31 Unrealized +47.1%
TGT Target Corporation 0.6%
Value ($000) $1,269 Shares 15,461 Est. Cost $42.83 Unrealized +30.8%
ACN Accenture Plc ADR 0.6%
Value ($000) $1,266 Shares 13,517 Est. Cost $63.45 Unrealized +17.6%
BCE Bce Inc Com ADR 0.6%
Value ($000) $1,259 Shares 29,725 Est. Cost $22.00 Unrealized +7.5%
United Technologies Corp 0.6%
Value ($000) $1,256 Shares 10,713 Est. Cost $114.31 Unrealized
CBRL Cracker Barrel Old Ctry 0.6%
Value ($000) $1,253 Shares 8,235 Est. Cost $59.98 Unrealized +45.9%
Orchids Paper Prods Co 0.6%
Value ($000) $1,251 Shares 46,405 Est. Cost $32.24 Unrealized
TBRG Computer Programs & Sys 0.6%
Value ($000) $1,244 Shares 22,935 Est. Cost $49.71 Unrealized -6.4%
EatonVance Tax-Mgd Buy-Write C 0.6%
Value ($000) $1,237 Shares 82,550 Est. Cost $14.43 Unrealized
US Ecology Inc Com 0.6%
Value ($000) $1,234 Shares 24,700 Est. Cost $37.10 Unrealized
MCHP Microchip Technology Inc 0.6%
Value ($000) $1,227 Shares 25,102 Est. Cost $16.63 Unrealized +16.3%
DEO Diageo Plc New Adr 0.6%
Value ($000) $1,212 Shares 10,965 Est. Cost $125.93 Unrealized
IFF Intl Flavors & Fragrances Inc 0.6%
Value ($000) $1,206 Shares 10,275 Est. Cost $65.83 Unrealized +32.1%
PEP Pepsico Incorporated 0.6%
Value ($000) $1,200 Shares 12,550 Est. Cost $57.97 Unrealized +20.2%
INFY Infosys Ltd ADR 0.6%
Value ($000) $1,185 Shares 33,770 Est. Cost $41.94 Unrealized
CLX Clorox Company 0.6%
Value ($000) $1,180 Shares 10,690 Est. Cost $63.82 Unrealized +25.3%
NSC Norfolk Southern Corp 0.6%
Value ($000) $1,177 Shares 11,440 Est. Cost $67.88 Unrealized +24.0%
AFL A F L A C Inc 0.6%
Value ($000) $1,173 Shares 18,330 Est. Cost $23.91 Unrealized -1.3%
Spdr Short Term Muni Bd ETF 0.6%
Value ($000) $1,172 Shares 48,177 Est. Cost $24.29 Unrealized
ITOT Ishares S&P Total US Stock ETF 0.6%
Value ($000) $1,171 Shares 12,365 Est. Cost $91.84 Unrealized
EMR Emerson Electric Co 0.6%
Value ($000) $1,161 Shares 20,503 Est. Cost $47.55 Unrealized -8.7%
National Grid Plc Adr 0.6%
Value ($000) $1,160 Shares 17,958 Est. Cost $67.85 Unrealized
MO Altria Group Inc 0.6%
Value ($000) $1,158 Shares 23,155 Est. Cost $18.81 Unrealized +39.2%
ARCC Ares Capital Corp 0.5%
Value ($000) $1,154 Shares 67,228 Est. Cost $5.58 Unrealized +5.7%
VCSH Vanguard Short Term Corp Bond 0.5%
Value ($000) $1,152 Shares 14,360 Est. Cost $79.92 Unrealized
Aberdeen AsiaPacific Inc CEF 0.5%
Value ($000) $1,144 Shares 212,565 Est. Cost $6.07 Unrealized
Psychemedics Corp New 0.5%
Value ($000) $1,128 Shares 67,972 Est. Cost $14.66 Unrealized
BAX Baxter International Inc 0.5%
Value ($000) $1,114 Shares 16,266 Est. Cost $32.66 Unrealized -3.1%
IVOO Vanguard S&P 400 Mid Cap ETF 0.5%
Value ($000) $1,104 Shares 10,765 Est. Cost $94.20 Unrealized
KSS Kohls Corp 0.5%
Value ($000) $1,101 Shares 14,076 Est. Cost $54.83 Unrealized +24.1%
GIS General Mills I Nc 0.5%
Value ($000) $1,101 Shares 19,455 Est. Cost $32.99 Unrealized +11.1%
Blackrock Inc 0.5%
Value ($000) $1,096 Shares 2,995 Est. Cost $336.81 Unrealized
QCOM Qualcomm Inc 0.5%
Value ($000) $1,095 Shares 15,788 Est. Cost $51.30 Unrealized +0.7%
Glaxosmithkline Adr 0.5%
Value ($000) $1,075 Shares 23,289 Est. Cost $50.09 Unrealized
E M C Corp Mass 0.5%
Value ($000) $1,059 Shares 41,423 Est. Cost $29.41 Unrealized
OMC Omnicom Group 0.5%
Value ($000) $1,050 Shares 13,465 Est. Cost $51.13 Unrealized +3.7%
SON Sonoco Products Co 0.5%
Value ($000) $1,049 Shares 23,066 Est. Cost $27.44 Unrealized +14.8%
SPY Spdr S&P 500 ETF 0.5%
Value ($000) $1,044 Shares 5,057 Est. Cost $185.34 Unrealized
IXUS Ishares Core MSCI Total Intl E 0.5%
Value ($000) $1,040 Shares 18,765 Est. Cost $55.25 Unrealized
Chubb Corp 0.5%
Value ($000) $1,018 Shares 10,066 Est. Cost $93.76 Unrealized
OLN Olin Corp 0.5%
Value ($000) $1,008 Shares 31,470 Est. Cost $17.95 Unrealized +8.3%
Kayne Anderson Mlp Invt CEF 0.5%
Value ($000) $986 Shares 27,775 Est. Cost $39.44 Unrealized
HTGC Hercules Tech Growth 0.5%
Value ($000) $978 Shares 72,556 Est. Cost $15.86 Unrealized -7.6%
BMO Bank Of Montreal ADR 0.5%
Value ($000) $958 Shares 15,975 Est. Cost $43.65 Unrealized -8.6%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $951 Shares 11,568 Est. Cost $20.41 Unrealized +12.9%
AZN Astrazeneca Plc Adr 0.5%
Value ($000) $949 Shares 13,867 Est. Cost $70.38 Unrealized
NVS Novartis A G Spon Adr 0.4%
Value ($000) $938 Shares 9,516 Est. Cost $82.21 Unrealized
Hospitality Pptys Trust REIT 0.4%
Value ($000) $933 Shares 28,277 Est. Cost $27.49 Unrealized
Lorillard Inc 0.4%
Value ($000) $925 Shares 14,153 Est. Cost $51.19 Unrealized
SJNK Spdr Short Term High Yield Bd 0.4%
Value ($000) $925 Shares 31,695 Est. Cost $30.48 Unrealized
Meridian Bioscience Inc 0.4%
Value ($000) $923 Shares 48,352 Est. Cost $24.19 Unrealized
XOM Exxon Mobil Corporation 0.4%
Value ($000) $921 Shares 10,840 Est. Cost $56.71 Unrealized -2.0%
CNK Cinemark Holdings Inc 0.4%
Value ($000) $917 Shares 20,346 Est. Cost $24.56 Unrealized +34.0%
Raytheon Company New 0.4%
Value ($000) $916 Shares 8,380 Est. Cost $98.87 Unrealized
Select Income Reit 0.4%
Value ($000) $914 Shares 36,570 Est. Cost $26.20 Unrealized
CCU Compania Cer Unidas Adrf 0.4%
Value ($000) $902 Shares 43,454 Est. Cost $23.88 Unrealized
MRK Merck & Co Inc New 0.4%
Value ($000) $888 Shares 15,453 Est. Cost $35.84 Unrealized +12.4%
HE Hawaiian Elec Industries 0.4%
Value ($000) $880 Shares 27,390 Est. Cost $24.41 Unrealized +36.5%
KMB Kimberly Clark Corp 0.4%
Value ($000) $879 Shares 8,204 Est. Cost $67.03 Unrealized +13.9%
Macquarie Global Infrastructur 0.4%
Value ($000) $875 Shares 35,295 Est. Cost $23.64 Unrealized
BSV Vanguard Short Bond ETF 0.4%
Value ($000) $863 Shares 10,722 Est. Cost $79.93 Unrealized
CSX C S X Corp 0.4%
Value ($000) $858 Shares 25,900 Est. Cost $7.50 Unrealized +29.5%
Textainer Group Hldgs 0.4%
Value ($000) $819 Shares 27,313 Est. Cost $35.90 Unrealized
Te Connectivity Ltd 0.4%
Value ($000) $815 Shares 11,384 Est. Cost $55.53 Unrealized
KO Coca Cola Company 0.4%
Value ($000) $809 Shares 19,941 Est. Cost $27.25 Unrealized +8.7%
AVA Avista Corporation 0.4%
Value ($000) $803 Shares 23,502 Est. Cost $17.42 Unrealized +29.1%
PFE Pfizer Incorporated 0.4%
Value ($000) $803 Shares 23,077 Est. Cost $17.87 Unrealized +12.5%
PM Philip Morris Intl Inc 0.4%
Value ($000) $801 Shares 10,632 Est. Cost $47.18 Unrealized -0.2%
USB U.S. Bancorp Del New 0.4%
Value ($000) $786 Shares 18,001 Est. Cost $26.68 Unrealized +11.7%
Corrections Cp Amer New 0.4%
Value ($000) $774 Shares 19,221 Est. Cost $32.90 Unrealized
ABEV Ambev Sa Adr 0.4%
Value ($000) $769 Shares 133,460 Est. Cost $7.04 Unrealized
EFA Ishares MSCI EAFE ETF 0.4%
Value ($000) $767 Shares 11,958 Est. Cost $65.99 Unrealized
Shaw Commun Inc Cl B 0.4%
Value ($000) $766 Shares 34,140 Est. Cost $24.35 Unrealized
O Realty Income Corp 0.4%
Value ($000) $763 Shares 14,780 Est. Cost $22.41 Unrealized +34.2%
Medtronic Inc 0.4%
Value ($000) $754 Shares 9,669 Est. Cost $60.08 Unrealized
CM Cdn Imperial Bk Comm 0.4%
Value ($000) $750 Shares 10,340 Est. Cost $23.54 Unrealized -4.9%
Maiden Holdings Ltd Com 0.4%
Value ($000) $746 Shares 50,293 Est. Cost $11.15 Unrealized
PFF Ishares S&P US Pfd. ETF 0.4%
Value ($000) $742 Shares 18,488 Est. Cost $37.01 Unrealized
CNP Centerpoint Energy Inc 0.3%
Value ($000) $730 Shares 35,790 Est. Cost $15.26 Unrealized -1.6%
NEAR Ishares US Bond Short Maturity 0.3%
Value ($000) $725 Shares 14,456 Est. Cost $50.17 Unrealized
SCHB Schwab US Broad Mkt ETF 0.3%
Value ($000) $724 Shares 14,345 Est. Cost $45.16 Unrealized
Penns Woods Bancorp Inc 0.3%
Value ($000) $720 Shares 14,712 Est. Cost $49.79 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $715 Shares 25,967 Est. Cost $15.68 Unrealized +28.1%
SAFT Safety Insurance Group 0.3%
Value ($000) $706 Shares 11,823 Est. Cost $54.81 Unrealized +11.9%
Westar Energy Inc 0.3%
Value ($000) $683 Shares 17,610 Est. Cost $32.79 Unrealized
BTI British American Tobacco ADR 0.3%
Value ($000) $680 Shares 6,549 Est. Cost $107.76 Unrealized
GNTX Gentex Corp 0.3%
Value ($000) $680 Shares 37,180 Est. Cost $16.18 Unrealized +9.0%
IGSB Ishares Barclays 1-3 Year Cr B 0.3%
Value ($000) $659 Shares 6,245 Est. Cost $105.46 Unrealized
WPC W P Carey & Co L L C 0.3%
Value ($000) $642 Shares 9,440 Est. Cost $64.74 Unrealized
Government Ppty Incm REIT 0.3%
Value ($000) $637 Shares 27,885 Est. Cost $24.69 Unrealized
Marine Harvest Adr 0.3%
Value ($000) $623 Shares 54,720 Est. Cost $13.07 Unrealized
LARK Landmark Bancorp Inc 0.3%
Value ($000) $607 Shares 23,773 Est. Cost $13.94 Unrealized +26.4%
IEMG Ishares MSCI Core Emrg Mkt ETF 0.3%
Value ($000) $606 Shares 12,540 Est. Cost $48.90 Unrealized
KMI Kinder Morgan Inc Delaware Com 0.3%
Value ($000) $602 Shares 14,303 Est. Cost $22.45 Unrealized +6.3%
Kraft Foods Group 0.3%
Value ($000) $594 Shares 6,816 Est. Cost $56.00 Unrealized
NEE Nextera Energy Inc 0.3%
Value ($000) $589 Shares 5,664 Est. Cost $15.32 Unrealized +29.7%
Eaton Vance Sht Dur Incm CEF 0.3%
Value ($000) $583 Shares 40,243 Est. Cost $15.22 Unrealized
POR Portland General Elec 0.3%
Value ($000) $580 Shares 15,650 Est. Cost $18.93 Unrealized +33.8%
Eaton Corporation 0.3%
Value ($000) $578 Shares 8,501 Est. Cost $67.99 Unrealized
XLF Spdr Financial ETF 0.3%
Value ($000) $571 Shares 23,666 Est. Cost $24.13 Unrealized
FAST Fastenal Co 0.3%
Value ($000) $536 Shares 12,925 Est. Cost $8.09 Unrealized 0.0%
UPS United Parcel Service 0.2%
Value ($000) $519 Shares 5,358 Est. Cost $65.69 Unrealized +5.6%
VWO Vanguard Msci Emerging Stock 0.2%
Value ($000) $507 Shares 12,411 Est. Cost $41.24 Unrealized
Ca Inc 0.2%
Value ($000) $505 Shares 15,501 Est. Cost $33.17 Unrealized
ACWI Ishares MSCI ACWI ETF 0.2%
Value ($000) $505 Shares 8,415 Est. Cost $57.76 Unrealized
ADP Automatic Data Processing Inc 0.2%
Value ($000) $501 Shares 5,848 Est. Cost $52.79 Unrealized +28.6%
BRK/B Berkshire Hathaway B New 0.2%
Value ($000) $498 Shares 3,448 Est. Cost $122.42 Unrealized +20.2%
IWM Ishares Russell 2k ETF 0.2%
Value ($000) $496 Shares 3,990 Est. Cost $115.43 Unrealized
MET Metlife Inc 0.2%
Value ($000) $486 Shares 9,618 Est. Cost $31.21 Unrealized 0.0%
Syngenta Ag Adr 0.2%
Value ($000) $486 Shares 7,170 Est. Cost $67.78 Unrealized
CHD Church & Dwight Co Inc 0.2%
Value ($000) $483 Shares 5,650 Est. Cost $28.57 Unrealized +26.2%
PNW Pinnacle West Capital Cp 0.2%
Value ($000) $477 Shares 7,490 Est. Cost $34.76 Unrealized +25.4%
IJH Ishares Core S&P Midcap ETF 0.2%
Value ($000) $475 Shares 3,125 Est. Cost $133.76 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $473 Shares 5,911 Est. Cost $64.04 Unrealized -1.4%
Guangshen Railway ADR 0.2%
Value ($000) $470 Shares 20,345 Est. Cost $22.79 Unrealized
OEF Ishares S&P 100 ETF 0.2%
Value ($000) $466 Shares 5,159 Est. Cost $82.78 Unrealized
DLR Digital Rlty Tr REIT 0.2%
Value ($000) $466 Shares 7,072 Est. Cost $42.96 Unrealized +7.3%
CPA Copa Holdings Sa 0.2%
Value ($000) $463 Shares 4,589 Est. Cost $77.92 Unrealized 0.0%
OHI Omega Hlthcare Invs Inc 0.2%
Value ($000) $452 Shares 11,145 Est. Cost $32.60 Unrealized
BHB Bar Harbor Bankshares 0.2%
Value ($000) $450 Shares 13,828 Est. Cost $11.47 Unrealized +27.4%
STWD Starwood Ppty Trust Inc 0.2%
Value ($000) $442 Shares 18,180 Est. Cost $22.60 Unrealized
SAP S A P Ag Adr 0.2%
Value ($000) $439 Shares 6,080 Est. Cost $70.68 Unrealized
L-3 Communication Hldgs. 0.2%
Value ($000) $436 Shares 3,467 Est. Cost $108.85 Unrealized
CVX Chevron Corporation 0.2%
Value ($000) $429 Shares 4,088 Est. Cost $72.14 Unrealized -7.3%
ICE Intercontinental Exchange 0.2%
Value ($000) $402 Shares 1,723 Est. Cost $35.29 Unrealized +11.2%
ABT Abbott Laboratories 0.2%
Value ($000) $402 Shares 8,682 Est. Cost $30.85 Unrealized +21.3%
LVS Las Vegas Sands Corp 0.2%
Value ($000) $391 Shares 7,095 Est. Cost $40.73 Unrealized 0.0%
VB Vanguard Small Cap 0.2%
Value ($000) $384 Shares 3,130 Est. Cost $111.64 Unrealized
SUB Ishares Natl AMT Free Muni Bd 0.2%
Value ($000) $381 Shares 3,600 Est. Cost $106.20 Unrealized
First Tr Aberdeen Global Incom 0.2%
Value ($000) $380 Shares 32,390 Est. Cost $11.73 Unrealized
Market Short Muni Bond ETF 0.2%
Value ($000) $380 Shares 21,630 Est. Cost $17.59 Unrealized
Buckeye Partners Uts L P 0.2%
Value ($000) $379 Shares 5,025 Est. Cost $72.18 Unrealized
Transmontaigne Ptnrs Lp 0.2%
Value ($000) $370 Shares 11,475 Est. Cost $41.47 Unrealized
ADC Agree Realty Corp 0.2%
Value ($000) $365 Shares 11,061 Est. Cost $29.90 Unrealized
CALM Cal Maine Foods Inc 0.2%
Value ($000) $364 Shares 9,315 Est. Cost $26.57 Unrealized 0.0%
UNP Union Pacific Corp 0.2%
Value ($000) $364 Shares 3,364 Est. Cost $73.12 Unrealized +25.6%
IBN ICICI Bank Ltd Adr 0.2%
Value ($000) $364 Shares 35,100 Est. Cost $11.00 Unrealized
HOG Harley Davidson Inc 0.2%
Value ($000) $360 Shares 5,935 Est. Cost $62.87 Unrealized 0.0%
Liberator Med Hldgs Inc 0.2%
Value ($000) $359 Shares 102,695 Est. Cost $3.50 Unrealized
NHI National Health Invs Inc 0.2%
Value ($000) $354 Shares 4,985 Est. Cost $56.17 Unrealized
CME Cme Group Inc Cl A 0.2%
Value ($000) $352 Shares 3,715 Est. Cost $44.44 Unrealized +37.0%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $350 Shares 1,850 Est. Cost $188.30 Unrealized
ALB Albemarle Corp 0.2%
Value ($000) $338 Shares 6,402 Est. Cost $46.58 Unrealized 0.0%
WDFC Wd-40 Company 0.2%
Value ($000) $334 Shares 3,772 Est. Cost $58.73 Unrealized +20.5%
Validus Holdings Ltd 0.2%
Value ($000) $333 Shares 7,910 Est. Cost $42.10 Unrealized
Royal Dutch Shell B Adrf 0.2%
Value ($000) $331 Shares 5,282 Est. Cost $77.03 Unrealized
Pacific Continental Corp 0.2%
Value ($000) $330 Shares 24,974 Est. Cost $13.36 Unrealized
Magellan Midstream Ptnrs 0.2%
Value ($000) $328 Shares 4,275 Est. Cost $63.19 Unrealized
Bhp Billiton Pl C Spons Adr 0.2%
Value ($000) $327 Shares 7,390 Est. Cost $65.20 Unrealized
Linear Technology Corp 0.2%
Value ($000) $326 Shares 6,957 Est. Cost $45.87 Unrealized
H C P Inc 0.2%
Value ($000) $321 Shares 7,426 Est. Cost $41.96 Unrealized
Total Adr 0.2%
Value ($000) $320 Shares 6,447 Est. Cost $63.57 Unrealized
FNLC First Bancorp Inc Me 0.2%
Value ($000) $319 Shares 18,295 Est. Cost $9.84 Unrealized +2.4%
SPSB Spdr Barclays 1-3 Year Corp Bd 0.2%
Value ($000) $318 Shares 10,342 Est. Cost $30.56 Unrealized
Salisbury Bancorp Inc Com 0.2%
Value ($000) $316 Shares 10,657 Est. Cost $29.65 Unrealized
VTR Ventas Inc 0.1%
Value ($000) $315 Shares 4,310 Est. Cost $42.33 Unrealized +26.2%
Kellogg Company 0.1%
Value ($000) $315 Shares 4,780 Est. Cost $38.25 Unrealized +9.1%
Neenah Paper Inc 0.1%
Value ($000) $308 Shares 4,920 Est. Cost $43.09 Unrealized
UG United Guardian Inc 0.1%
Value ($000) $306 Shares 16,427 Est. Cost $26.21 Unrealized -25.1%
Discover Finl Svcs 0.1%
Value ($000) $301 Shares 5,343 Est. Cost $65.42 Unrealized
Seagate Technology Plc 0.1%
Value ($000) $293 Shares 5,630 Est. Cost $55.09 Unrealized
MPT Medical Properties Trust REIT 0.1%
Value ($000) $288 Shares 19,530 Est. Cost $13.19 Unrealized
Hi-Crush Partners Lp 0.1%
Value ($000) $288 Shares 8,215 Est. Cost $35.06 Unrealized
Duke Energy Corp New 0.1%
Value ($000) $287 Shares 3,739 Est. Cost $76.76 Unrealized
ASR Grupo Aeroportuario Sureste 0.1%
Value ($000) $282 Shares 2,095 Est. Cost $131.74 Unrealized
IWS iShares Russel MidCap Value ET 0.1%
Value ($000) $281 Shares 3,730 Est. Cost $75.34 Unrealized
META Facebook Inc Class A 0.1%
Value ($000) $280 Shares 3,406 Est. Cost $73.58 Unrealized +5.7%
Oaktree Capital Group 0.1%
Value ($000) $280 Shares 5,425 Est. Cost $58.65 Unrealized
FDM First Tr Dow Jones Micro Cap E 0.1%
Value ($000) $279 Shares 8,235 Est. Cost $32.59 Unrealized
Statoil Asa ADR 0.1%
Value ($000) $277 Shares 15,731 Est. Cost $24.52 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $267 Shares 3,320 Est. Cost $77.74 Unrealized
Westpac Banking Spn Adrf 0.1%
Value ($000) $264 Shares 8,835 Est. Cost $28.88 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $263 Shares 4,076 Est. Cost $39.29 Unrealized +10.6%
DGS Wisdomtree Emg Mkts SmCp Div E 0.1%
Value ($000) $260 Shares 5,875 Est. Cost $46.02 Unrealized
RES R P C Inc 0.1%
Value ($000) $259 Shares 20,185 Est. Cost $13.88 Unrealized -22.1%
VZ Verizon Communications 0.1%
Value ($000) $257 Shares 5,282 Est. Cost $26.11 Unrealized +5.8%
Walgreens Boots Allianc 0.1%
Value ($000) $254 Shares 3,002 Est. Cost $77.13 Unrealized
EV Tax-Mgd Gbl Div Eqty Incm C 0.1%
Value ($000) $251 Shares 25,907 Est. Cost $9.96 Unrealized
IJR Ishares Core S&P Small Cap ETF 0.1%
Value ($000) $250 Shares 2,120 Est. Cost $109.41 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $248 Shares 3,150 Est. Cost $42.38 Unrealized +5.1%
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $247 Shares 4,075 Est. Cost $43.27 Unrealized +2.3%
EEMV Ishares MSCI Emrg Mkt Min Vol 0.1%
Value ($000) $241 Shares 4,076 Est. Cost $59.13 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $230 Shares 4,224 Est. Cost $39.85 Unrealized 0.0%
UVV Universal Corp Va 0.1%
Value ($000) $230 Shares 4,875 Est. Cost $42.25 Unrealized +4.7%
Market EM Agg Bond ETF 0.1%
Value ($000) $221 Shares 10,015 Est. Cost $23.65 Unrealized
IVOV Vanguard S&P 400 Mid Value ETF 0.1%
Value ($000) $218 Shares 2,200 Est. Cost $96.82 Unrealized
BGS B & G Foods Inc 0.1%
Value ($000) $217 Shares 7,370 Est. Cost $12.90 Unrealized 0.0%
Amerigas Prtnrs LP 0.1%
Value ($000) $217 Shares 4,550 Est. Cost $45.49 Unrealized
American Natl Bankshares 0.1%
Value ($000) $208 Shares 9,205 Est. Cost $21.87 Unrealized
HON Honeywell International 0.1%
Value ($000) $204 Shares 1,960 Est. Cost $72.99 Unrealized 0.0%