NAPLES GLOBAL ADVISORS, LLC Diversified Active

CIK: 0001582151 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 25, 2016

Total Value ($000): $206,407 (100.0% shares, 0.0% debt)

Holdings (214)

VV Vanguard Large Cap ETF 3.4%
Value ($000) $7,088 Shares 75,810 Est. Cost $86.73 Unrealized
PG Procter & Gamble 2.8%
Value ($000) $5,831 Shares 73,423 Est. Cost $62.17 Unrealized -6.8%
MDY Spdr S&P Midcap 400 ETF 1.8%
Value ($000) $3,765 Shares 14,821 Est. Cost $245.88 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $3,238 Shares 58,371 Est. Cost $33.22 Unrealized +38.3%
General Electric Co. 1.4%
Value ($000) $2,954 Shares 94,834 Est. Cost $27.47 Unrealized
AAPL Apple Inc 1.4%
Value ($000) $2,800 Shares 26,602 Est. Cost $24.41 Unrealized +5.4%
Nuveen NY AMT Free Muni CEF 1.3%
Value ($000) $2,770 Shares 210,950 Est. Cost $12.93 Unrealized
BA Boeing Co 1.3%
Value ($000) $2,730 Shares 18,882 Est. Cost $111.24 Unrealized +15.9%
AMGN Amgen Incorporated 1.3%
Value ($000) $2,591 Shares 15,963 Est. Cost $96.30 Unrealized +21.0%
TSM Taiwan Semiconductor 1.2%
Value ($000) $2,519 Shares 110,712 Est. Cost $18.16 Unrealized
EatonVance Tax-Mgd BW CEF 1.2%
Value ($000) $2,425 Shares 158,485 Est. Cost $14.52 Unrealized
T AT&T Inc 1.0%
Value ($000) $2,077 Shares 60,371 Est. Cost $11.37 Unrealized +9.3%
JNJ Johnson & Johnson 1.0%
Value ($000) $2,006 Shares 19,528 Est. Cost $67.70 Unrealized +12.2%
IFF Intl Flavors & Fragrances Inc 1.0%
Value ($000) $1,999 Shares 16,709 Est. Cost $73.61 Unrealized +22.7%
VFC V F Corp 0.9%
Value ($000) $1,924 Shares 30,905 Est. Cost $54.28 Unrealized +15.0%
SO Southern Co 0.9%
Value ($000) $1,844 Shares 39,411 Est. Cost $25.84 Unrealized +14.6%
TAP Molson Coors Brewing Co 0.9%
Value ($000) $1,778 Shares 18,931 Est. Cost $40.28 Unrealized +74.4%
PAYX Paychex Inc 0.9%
Value ($000) $1,772 Shares 33,511 Est. Cost $30.70 Unrealized +25.6%
LMT Lockheed Martin Corp 0.9%
Value ($000) $1,772 Shares 8,162 Est. Cost $101.06 Unrealized +63.6%
ACN Accenture Plc Adr 0.8%
Value ($000) $1,731 Shares 16,567 Est. Cost $67.33 Unrealized +33.6%
MMM 3m Company 0.8%
Value ($000) $1,725 Shares 11,449 Est. Cost $77.88 Unrealized +18.3%
ADI Analog Devices Inc 0.8%
Value ($000) $1,722 Shares 31,130 Est. Cost $40.99 Unrealized +17.3%
Du Pont E I De Nemour & Co 0.8%
Value ($000) $1,715 Shares 25,745 Est. Cost $66.35 Unrealized
MCD McDonalds Corp 0.8%
Value ($000) $1,695 Shares 14,345 Est. Cost $70.29 Unrealized +24.1%
GLW Corning Inc 0.8%
Value ($000) $1,633 Shares 89,346 Est. Cost $13.34 Unrealized +3.9%
ABBV Abbvie Inc 0.8%
Value ($000) $1,625 Shares 27,428 Est. Cost $32.31 Unrealized +17.5%
INTC Intel Corp 0.8%
Value ($000) $1,599 Shares 46,414 Est. Cost $19.12 Unrealized +39.3%
Dr Pepper Snapple Group 0.8%
Value ($000) $1,569 Shares 16,836 Est. Cost $64.79 Unrealized
MCO Moodys Corp 0.8%
Value ($000) $1,562 Shares 15,569 Est. Cost $91.63 Unrealized -1.1%
HD Home Depot Inc 0.8%
Value ($000) $1,552 Shares 11,739 Est. Cost $58.76 Unrealized +70.2%
SNY Sanofi Adr 0.7%
Value ($000) $1,548 Shares 36,293 Est. Cost $50.28 Unrealized
MRK Merck & Co Inc 0.7%
Value ($000) $1,542 Shares 29,201 Est. Cost $37.16 Unrealized -1.1%
Unilever Nv 0.7%
Value ($000) $1,521 Shares 35,118 Est. Cost $40.15 Unrealized
TRV Travelers Companies Inc 0.7%
Value ($000) $1,519 Shares 13,459 Est. Cost $73.96 Unrealized +20.2%
CAG Conagra Foods Inc 0.7%
Value ($000) $1,508 Shares 35,758 Est. Cost $16.53 Unrealized +35.7%
PKG Packaging Corp Of Amer 0.7%
Value ($000) $1,502 Shares 23,829 Est. Cost $49.04 Unrealized -0.9%
Orchids Paper Prods Co 0.7%
Value ($000) $1,473 Shares 47,635 Est. Cost $32.22 Unrealized
WM Waste Management Inc 0.7%
Value ($000) $1,456 Shares 27,284 Est. Cost $34.13 Unrealized +28.7%
LLY Lilly Eli & Co 0.7%
Value ($000) $1,449 Shares 17,195 Est. Cost $40.88 Unrealized +70.5%
China Mobile Ltd Adr 0.7%
Value ($000) $1,448 Shares 25,710 Est. Cost $53.81 Unrealized
OMC Omnicom Group 0.7%
Value ($000) $1,440 Shares 19,039 Est. Cost $51.15 Unrealized +1.7%
National Grid Plc Adr 0.7%
Value ($000) $1,376 Shares 19,789 Est. Cost $68.01 Unrealized
Medtronic Inc 0.7%
Value ($000) $1,366 Shares 17,761 Est. Cost $64.61 Unrealized
Nordstrom Inc 0.7%
Value ($000) $1,356 Shares 27,222 Est. Cost $58.85 Unrealized
DE Deere & Co 0.7%
Value ($000) $1,355 Shares 17,762 Est. Cost $68.87 Unrealized -5.6%
MCHP Microchip Technology Inc 0.7%
Value ($000) $1,349 Shares 28,988 Est. Cost $16.92 Unrealized +13.8%
Blackstone Group Lp 0.6%
Value ($000) $1,335 Shares 45,653 Est. Cost $34.02 Unrealized
MO Altria Group Inc 0.6%
Value ($000) $1,332 Shares 22,875 Est. Cost $18.89 Unrealized +56.0%
Chubb Corp 0.6%
Value ($000) $1,319 Shares 9,941 Est. Cost $93.90 Unrealized
DEO Diageo Plc 0.6%
Value ($000) $1,316 Shares 12,061 Est. Cost $124.22 Unrealized
VCSH Vanguard Short Term Corp Bond 0.6%
Value ($000) $1,316 Shares 16,660 Est. Cost $79.87 Unrealized
PEP Pepsico Inc 0.6%
Value ($000) $1,308 Shares 13,095 Est. Cost $58.56 Unrealized +25.5%
CLX Clorox Company 0.6%
Value ($000) $1,305 Shares 10,290 Est. Cost $63.82 Unrealized +46.2%
BCE Bce Inc Com ADR 0.6%
Value ($000) $1,299 Shares 33,635 Est. Cost $22.13 Unrealized +4.8%
Blackrock Inc 0.6%
Value ($000) $1,289 Shares 3,785 Est. Cost $333.18 Unrealized
INFY Infosys Ltd ADR 0.6%
Value ($000) $1,280 Shares 76,390 Est. Cost $27.48 Unrealized
ITOT Ishares S&P Total US Stock ETF 0.6%
Value ($000) $1,273 Shares 13,710 Est. Cost $91.47 Unrealized
Praxair Inc 0.6%
Value ($000) $1,250 Shares 12,210 Est. Cost $120.68 Unrealized
AXP American Express Co 0.6%
Value ($000) $1,220 Shares 17,542 Est. Cost $74.85 Unrealized -16.0%
USB U.S. Bancorp New 0.6%
Value ($000) $1,188 Shares 27,848 Est. Cost $27.78 Unrealized +6.5%
NVS Novartis A G Spon Adr 0.6%
Value ($000) $1,181 Shares 13,725 Est. Cost $85.19 Unrealized
LEG Leggett & Platt Inc 0.6%
Value ($000) $1,162 Shares 27,662 Est. Cost $30.31 Unrealized +46.4%
Raytheon Company New 0.6%
Value ($000) $1,161 Shares 9,322 Est. Cost $98.57 Unrealized
United Technologies Corp 0.6%
Value ($000) $1,159 Shares 12,063 Est. Cost $113.42 Unrealized
CBRL Cracker Barrel Old Ctry 0.6%
Value ($000) $1,158 Shares 9,130 Est. Cost $63.28 Unrealized +37.3%
M T S Systems Corp 0.6%
Value ($000) $1,140 Shares 17,977 Est. Cost $70.52 Unrealized
Spdr Short Term Muni Bd ETF 0.5%
Value ($000) $1,115 Shares 45,777 Est. Cost $24.29 Unrealized
Spdr High Yield Bd ETF 0.5%
Value ($000) $1,101 Shares 32,464 Est. Cost $40.59 Unrealized
GIS General Mills Inc 0.5%
Value ($000) $1,095 Shares 18,993 Est. Cost $32.99 Unrealized +22.7%
Meridian Bioscience Inc 0.5%
Value ($000) $1,088 Shares 53,012 Est. Cost $23.69 Unrealized
ORCL Oracle Corporation 0.5%
Value ($000) $1,075 Shares 29,417 Est. Cost $32.85 Unrealized -0.1%
Syngenta Ag Adr 0.5%
Value ($000) $1,062 Shares 13,495 Est. Cost $70.38 Unrealized
AFL A F L A C Inc 0.5%
Value ($000) $1,057 Shares 17,650 Est. Cost $23.91 Unrealized +2.6%
TGT Target Corporation 0.5%
Value ($000) $1,043 Shares 14,368 Est. Cost $42.83 Unrealized +29.0%
Glaxosmithkline Adr 0.5%
Value ($000) $1,043 Shares 25,844 Est. Cost $49.15 Unrealized
KMB Kimberly Clark Corp 0.5%
Value ($000) $1,041 Shares 8,179 Est. Cost $67.16 Unrealized +26.6%
CCU Compania Cer Unidas Adrf 0.5%
Value ($000) $1,037 Shares 47,892 Est. Cost $23.67 Unrealized
IXUS Ishares Core MSCI Total Intl E 0.5%
Value ($000) $1,028 Shares 20,785 Est. Cost $54.85 Unrealized
BMO Bank Of Montreal ADR 0.5%
Value ($000) $1,024 Shares 18,142 Est. Cost $42.97 Unrealized -11.1%
IVOO Vanguard S&P 400 Mid Cap ETF 0.5%
Value ($000) $1,019 Shares 10,855 Est. Cost $94.18 Unrealized
ARCC Ares Capital Corp 0.5%
Value ($000) $1,009 Shares 70,780 Est. Cost $5.60 Unrealized +2.9%
SJNK Spdr Short Term Hi Yld Bd ETF 0.5%
Value ($000) $1,001 Shares 38,960 Est. Cost $29.66 Unrealized
CNK Cinemark Holdings Inc 0.5%
Value ($000) $979 Shares 29,271 Est. Cost $26.45 Unrealized +10.9%
SON Sonoco Products Co 0.5%
Value ($000) $974 Shares 23,841 Est. Cost $27.53 Unrealized +7.8%
PM Philip Morris Intl Inc 0.5%
Value ($000) $969 Shares 11,028 Est. Cost $47.23 Unrealized +10.7%
CALM Cal Maine Foods Inc 0.5%
Value ($000) $950 Shares 20,495 Est. Cost $33.43 Unrealized +19.1%
AZN Astrazeneca Plc Adr 0.5%
Value ($000) $942 Shares 27,734 Est. Cost $51.09 Unrealized
COP Conocophillips 0.5%
Value ($000) $941 Shares 20,147 Est. Cost $48.42 Unrealized -20.7%
CSCO Cisco Systems Inc 0.5%
Value ($000) $932 Shares 34,329 Est. Cost $16.78 Unrealized +20.2%
DIS Disney Walt Co 0.4%
Value ($000) $920 Shares 8,754 Est. Cost $61.83 Unrealized +65.3%
AVA Avista Corporation 0.4%
Value ($000) $913 Shares 25,825 Est. Cost $17.70 Unrealized +28.5%
SPY Spdr S&P 500 ETF 0.4%
Value ($000) $913 Shares 4,478 Est. Cost $185.34 Unrealized
EMR Emerson Electric Co 0.4%
Value ($000) $909 Shares 19,003 Est. Cost $47.32 Unrealized -22.8%
BSV Vanguard Short Bond ETF 0.4%
Value ($000) $904 Shares 11,367 Est. Cost $79.91 Unrealized
KO Coca Cola Company 0.4%
Value ($000) $903 Shares 21,013 Est. Cost $27.65 Unrealized +11.6%
Maiden Holdings Ltd Com 0.4%
Value ($000) $894 Shares 59,968 Est. Cost $11.69 Unrealized
E M C Corp Mass 0.4%
Value ($000) $888 Shares 34,595 Est. Cost $29.29 Unrealized
US Ecology Inc Com 0.4%
Value ($000) $863 Shares 23,675 Est. Cost $37.10 Unrealized
Hospitality Pptys Trust REIT 0.4%
Value ($000) $851 Shares 32,547 Est. Cost $27.58 Unrealized
ALB Albemarle Corp 0.4%
Value ($000) $834 Shares 14,898 Est. Cost $45.44 Unrealized -1.7%
NSC Norfolk Southern Corp 0.4%
Value ($000) $833 Shares 9,844 Est. Cost $68.12 Unrealized +1.5%
O Realty Income Corp 0.4%
Value ($000) $828 Shares 16,030 Est. Cost $22.76 Unrealized +30.8%
HTGC Hercules Tech Growth 0.4%
Value ($000) $801 Shares 65,716 Est. Cost $15.76 Unrealized -28.6%
Westar Energy Inc 0.4%
Value ($000) $789 Shares 18,610 Est. Cost $33.04 Unrealized
PFF Ishares S&P US Pfd. ETF 0.4%
Value ($000) $781 Shares 20,108 Est. Cost $37.16 Unrealized
UPS United Parcel Service 0.4%
Value ($000) $774 Shares 8,046 Est. Cost $66.73 Unrealized +5.8%
SCHB Schwab US Broad Mkt ETF 0.4%
Value ($000) $771 Shares 15,720 Est. Cost $45.42 Unrealized
CM Cdn Imperial Bk Comm 0.4%
Value ($000) $769 Shares 11,670 Est. Cost $23.44 Unrealized -3.3%
SAFT Safety Insurance Group 0.4%
Value ($000) $755 Shares 13,388 Est. Cost $55.03 Unrealized +1.8%
PFE Pfizer Inc 0.4%
Value ($000) $749 Shares 23,212 Est. Cost $17.94 Unrealized +13.6%
KSS Kohls Corp 0.3%
Value ($000) $719 Shares 15,098 Est. Cost $54.21 Unrealized -14.7%
BTI British American Tobacco ADR 0.3%
Value ($000) $718 Shares 6,499 Est. Cost $107.76 Unrealized
Select Income REIT 0.3%
Value ($000) $703 Shares 35,485 Est. Cost $25.65 Unrealized
CNP Centerpoint Energy Inc 0.3%
Value ($000) $699 Shares 38,085 Est. Cost $15.15 Unrealized -16.4%
LARK Landmark Bancorp Inc 0.3%
Value ($000) $698 Shares 26,567 Est. Cost $14.47 Unrealized +35.7%
Te Connectivity Ltd 0.3%
Value ($000) $693 Shares 10,728 Est. Cost $55.53 Unrealized
Macquarie Global Infrastructur 0.3%
Value ($000) $682 Shares 35,810 Est. Cost $23.60 Unrealized
XOM Exxon Mobil Corporation 0.3%
Value ($000) $682 Shares 8,744 Est. Cost $56.71 Unrealized -9.4%
BAX Baxter International Inc 0.3%
Value ($000) $666 Shares 17,446 Est. Cost $32.56 Unrealized -4.6%
CSX C S X Corp 0.3%
Value ($000) $663 Shares 25,545 Est. Cost $7.60 Unrealized +2.6%
ABEV Ambev Sa Adr 0.3%
Value ($000) $661 Shares 148,310 Est. Cost $6.82 Unrealized
Barclays MLP ETN 0.3%
Value ($000) $661 Shares 36,000 Est. Cost $18.36 Unrealized
DLR Digital Rlty Tr REIT 0.3%
Value ($000) $657 Shares 8,687 Est. Cost $43.36 Unrealized +16.3%
Penns Woods Bancorp Inc 0.3%
Value ($000) $644 Shares 15,177 Est. Cost $49.47 Unrealized
IGSB Ishares Barclays 1-3 Year Cr B 0.3%
Value ($000) $639 Shares 6,108 Est. Cost $105.42 Unrealized
HE Hawaiian Elec Industries 0.3%
Value ($000) $624 Shares 21,540 Est. Cost $24.41 Unrealized +18.1%
Baxalta Inc 0.3%
Value ($000) $623 Shares 15,971 Est. Cost $31.54 Unrealized
SAP S A P Ag Adr 0.3%
Value ($000) $619 Shares 7,820 Est. Cost $70.07 Unrealized
GNTX Gentex Corp 0.3%
Value ($000) $602 Shares 37,580 Est. Cost $16.24 Unrealized -0.5%
FNLC First Bancorp Inc Me 0.3%
Value ($000) $596 Shares 29,095 Est. Cost $10.32 Unrealized +24.9%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $594 Shares 9,687 Est. Cost $20.41 Unrealized -18.5%
Marine Harvest Adr 0.3%
Value ($000) $580 Shares 43,990 Est. Cost $13.07 Unrealized
FAST Fastenal Co 0.3%
Value ($000) $576 Shares 14,100 Est. Cost $8.07 Unrealized -6.6%
POR Portland General Elec 0.3%
Value ($000) $576 Shares 15,850 Est. Cost $19.01 Unrealized +33.5%
NEE Nextera Energy Inc 0.3%
Value ($000) $565 Shares 5,439 Est. Cost $15.32 Unrealized +27.3%
IJH Ishares Core S&P Midcap ETF 0.3%
Value ($000) $562 Shares 4,032 Est. Cost $136.01 Unrealized
Avago Technologies 0.3%
Value ($000) $559 Shares 3,850 Est. Cost $145.19 Unrealized
STWD Starwood Ppty Trust Inc 0.3%
Value ($000) $549 Shares 26,700 Est. Cost $21.95 Unrealized
XLF Spdr Financial ETF 0.3%
Value ($000) $547 Shares 22,966 Est. Cost $24.13 Unrealized
PNW Pinnacle West Capital Cp 0.3%
Value ($000) $537 Shares 8,325 Est. Cost $35.52 Unrealized +20.5%
MET Metlife Inc 0.3%
Value ($000) $528 Shares 10,960 Est. Cost $31.56 Unrealized -1.1%
NEAR Ishares US Bond Short Maturity 0.3%
Value ($000) $522 Shares 10,432 Est. Cost $50.17 Unrealized
WPC W P Carey & Co L L C 0.3%
Value ($000) $520 Shares 8,810 Est. Cost $63.75 Unrealized
Guangshen Railway ADR 0.2%
Value ($000) $503 Shares 20,345 Est. Cost $22.79 Unrealized
KHC Kraft Heinz Co. 0.2%
Value ($000) $491 Shares 6,750 Est. Cost $47.82 Unrealized -1.6%
EFA Ishares MSCI EAFE ETF 0.2%
Value ($000) $479 Shares 8,161 Est. Cost $65.96 Unrealized
OEF Ishares S&P 100 ETF 0.2%
Value ($000) $478 Shares 5,245 Est. Cost $82.98 Unrealized
Eaton Vance Sht Dur Incm CEF 0.2%
Value ($000) $472 Shares 35,218 Est. Cost $15.22 Unrealized
IVV Ishares Core S&P 500 ETF 0.2%
Value ($000) $470 Shares 2,292 Est. Cost $198.26 Unrealized
CHD Church & Dwight Co Inc 0.2%
Value ($000) $469 Shares 5,525 Est. Cost $28.57 Unrealized +31.3%
ACWI Ishares MSCI ACWI ETF 0.2%
Value ($000) $459 Shares 8,215 Est. Cost $57.76 Unrealized
Duke Energy Corp New 0.2%
Value ($000) $455 Shares 6,370 Est. Cost $74.55 Unrealized
BHB Bar Harbor Bankshares 0.2%
Value ($000) $455 Shares 13,228 Est. Cost $11.47 Unrealized +37.2%
L-3 Communication Hldgs. 0.2%
Value ($000) $451 Shares 3,774 Est. Cost $109.22 Unrealized
SUB Ishares Natl AMT Free Muni Bd 0.2%
Value ($000) $440 Shares 4,150 Est. Cost $106.09 Unrealized
VWO Vanguard Msci Emerging Stock 0.2%
Value ($000) $434 Shares 13,261 Est. Cost $40.62 Unrealized
Reynolds American Inc 0.2%
Value ($000) $432 Shares 9,355 Est. Cost $58.05 Unrealized
IWM Ishares Russell 2k ETF 0.2%
Value ($000) $423 Shares 3,755 Est. Cost $115.71 Unrealized
OHI Omega Healthcare Invst Inc. 0.2%
Value ($000) $418 Shares 11,945 Est. Cost $32.72 Unrealized
BRK/B Berkshire Hathaway B New 0.2%
Value ($000) $413 Shares 3,128 Est. Cost $122.42 Unrealized +9.6%
ADP Automatic Data Processing Inc 0.2%
Value ($000) $413 Shares 4,875 Est. Cost $52.79 Unrealized +31.0%
First Tr Aberdeen Global Incom 0.2%
Value ($000) $411 Shares 40,540 Est. Cost $11.48 Unrealized
VTR Ventas Inc 0.2%
Value ($000) $402 Shares 7,130 Est. Cost $41.66 Unrealized -16.2%
ADC Agree Realty Corp 0.2%
Value ($000) $401 Shares 11,811 Est. Cost $29.99 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $390 Shares 8,690 Est. Cost $30.85 Unrealized +18.5%
Ca Inc 0.2%
Value ($000) $388 Shares 13,571 Est. Cost $33.17 Unrealized
Salisbury Bancorp Inc Com 0.2%
Value ($000) $384 Shares 11,457 Est. Cost $29.65 Unrealized
ICE Intercontinental Exchange 0.2%
Value ($000) $384 Shares 1,500 Est. Cost $35.36 Unrealized +24.9%
BGS B & G Foods Inc 0.2%
Value ($000) $381 Shares 10,875 Est. Cost $13.22 Unrealized +23.8%
SPSB Spdr Barclays 1-3 Year Corp Bd 0.2%
Value ($000) $381 Shares 12,542 Est. Cost $30.53 Unrealized
Market Short Muni Bond ETF 0.2%
Value ($000) $379 Shares 21,630 Est. Cost $17.59 Unrealized
WDFC Wd-40 Company 0.2%
Value ($000) $372 Shares 3,772 Est. Cost $58.73 Unrealized +40.9%
Pacific Continental Corp 0.2%
Value ($000) $371 Shares 24,954 Est. Cost $13.36 Unrealized
IWR Ishares Russell Mid Cap ETF 0.2%
Value ($000) $371 Shares 2,315 Est. Cost $157.56 Unrealized
Validus Holdings Ltd 0.2%
Value ($000) $366 Shares 7,910 Est. Cost $42.10 Unrealized
Linear Technology Corp 0.2%
Value ($000) $366 Shares 8,610 Est. Cost $45.44 Unrealized
HOG Harley Davidson Inc 0.2%
Value ($000) $363 Shares 7,990 Est. Cost $60.74 Unrealized -18.9%
META Facebook Inc Class A 0.2%
Value ($000) $355 Shares 3,396 Est. Cost $73.58 Unrealized +38.6%
Magellan Midstream Ptnrs 0.2%
Value ($000) $351 Shares 5,175 Est. Cost $64.00 Unrealized
Kellogg Company 0.2%
Value ($000) $349 Shares 4,829 Est. Cost $38.28 Unrealized +19.4%
Corrections Cp Amer New 0.2%
Value ($000) $347 Shares 13,113 Est. Cost $32.90 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $344 Shares 3,822 Est. Cost $72.14 Unrealized -19.0%
DG Dollar General Corp 0.2%
Value ($000) $333 Shares 4,630 Est. Cost $59.54 Unrealized 0.0%
VB Vanguard Small Cap 0.2%
Value ($000) $332 Shares 3,000 Est. Cost $111.64 Unrealized
UG United Guardian Inc 0.2%
Value ($000) $324 Shares 16,917 Est. Cost $25.47 Unrealized -26.2%
Buckeye Partners Uts L P 0.2%
Value ($000) $322 Shares 4,875 Est. Cost $71.88 Unrealized
HCP Inc 0.2%
Value ($000) $322 Shares 8,427 Est. Cost $41.14 Unrealized
IEMG Ishares MSCI Core Emrg Mkt ETF 0.2%
Value ($000) $310 Shares 7,865 Est. Cost $48.90 Unrealized
CME Cme Group Inc Cl A 0.1%
Value ($000) $309 Shares 3,415 Est. Cost $44.44 Unrealized +41.7%
NHI National Health Invs Inc 0.1%
Value ($000) $303 Shares 4,985 Est. Cost $56.17 Unrealized
ASR Grupo Aeroportuario Sureste 0.1%
Value ($000) $295 Shares 2,095 Est. Cost $131.74 Unrealized
Neenah Paper Inc 0.1%
Value ($000) $292 Shares 4,670 Est. Cost $43.09 Unrealized
IBN ICICI Bank Ltd Adr 0.1%
Value ($000) $287 Shares 36,600 Est. Cost $10.89 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $280 Shares 4,076 Est. Cost $39.29 Unrealized +18.9%
FDM First Dow Jones Micro Cap ETF 0.1%
Value ($000) $264 Shares 8,035 Est. Cost $32.59 Unrealized
Total Adr 0.1%
Value ($000) $262 Shares 5,837 Est. Cost $63.57 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $260 Shares 4,775 Est. Cost $40.03 Unrealized +2.0%
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $258 Shares 3,320 Est. Cost $77.74 Unrealized
SCHD Schwab US Div Equity ETF 0.1%
Value ($000) $256 Shares 6,630 Est. Cost $36.01 Unrealized
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $256 Shares 3,884 Est. Cost $43.27 Unrealized +14.8%
IWS iShares Russel MidCap Value ET 0.1%
Value ($000) $256 Shares 3,730 Est. Cost $75.34 Unrealized
Walgreens Boots Allianc 0.1%
Value ($000) $256 Shares 3,002 Est. Cost $77.13 Unrealized
Oaktree Capital Group 0.1%
Value ($000) $255 Shares 5,340 Est. Cost $58.65 Unrealized
Liberator Med Hldgs Inc 0.1%
Value ($000) $253 Shares 75,640 Est. Cost $3.30 Unrealized
EV Tax-Mgd Gbl Div Incm CEF 0.1%
Value ($000) $248 Shares 27,992 Est. Cost $9.84 Unrealized
Scana Corp New 0.1%
Value ($000) $237 Shares 3,923 Est. Cost $56.33 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $234 Shares 1,250 Est. Cost $188.30 Unrealized
IJR Ishares Core S&P Small Cap ETF 0.1%
Value ($000) $233 Shares 2,120 Est. Cost $109.41 Unrealized
American Natl Bankshares 0.1%
Value ($000) $230 Shares 8,980 Est. Cost $21.87 Unrealized
Umpqua Holdings Corp 0.1%
Value ($000) $229 Shares 14,375 Est. Cost $15.93 Unrealized
EEMV Ishares MSCI EM Min Vol ETF 0.1%
Value ($000) $225 Shares 4,619 Est. Cost $57.77 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $219 Shares 2,797 Est. Cost $73.12 Unrealized -6.6%
MPT Medical Properties Trust REIT 0.1%
Value ($000) $215 Shares 18,680 Est. Cost $13.19 Unrealized
CTBI Community Tr Bancorp Inc 0.1%
Value ($000) $200 Shares 5,731 Est. Cost $23.76 Unrealized +1.4%