Tortoise Investment Management, LLC Diversified Active

CIK: 0001599511 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Mar 10, 2014

Total Value ($000): $165,639 (100.0% shares, 0.0% debt)

Holdings (364)

IVV ISHARES 5.5%
Value ($000) $9,074 Shares 53,724 Est. Cost $151.05 Unrealized
SPY SPDR S&P 500 ETF TR 4.8%
Value ($000) $7,953 Shares 47,339 Est. Cost $144.25 Unrealized
POWERSHARES ETF TR II 4.7%
Value ($000) $7,838 Shares 287,209 Est. Cost $29.47 Unrealized
KINDER MORGAN MANAGEMENT LLC 4.6%
Value ($000) $7,665 Shares 102,250 Est. Cost $75.60 Unrealized
HYG ISHARES 4.2%
Value ($000) $6,887 Shares 75,207 Est. Cost $92.62 Unrealized
SJNK SPDR SER TR 3.7%
Value ($000) $6,124 Shares 200,515 Est. Cost $30.60 Unrealized
IWB ISHARES 3.6%
Value ($000) $6,031 Shares 64,041 Est. Cost $79.71 Unrealized
NUVEEN NY DIV ADVANTG MUN FD 3.4%
Value ($000) $5,634 Shares 443,953 Est. Cost $13.77 Unrealized
SPDR SERIES TRUST 3.0%
Value ($000) $5,040 Shares 126,487 Est. Cost $40.71 Unrealized
EFA ISHARES 2.7%
Value ($000) $4,439 Shares 69,575 Est. Cost $56.86 Unrealized
EEM ISHARES 2.6%
Value ($000) $4,389 Shares 107,695 Est. Cost $44.35 Unrealized
WOOD ISHARES 2.4%
Value ($000) $3,915 Shares 79,245 Est. Cost $45.86 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 2.3%
Value ($000) $3,857 Shares 25,541 Est. Cost $130.58 Unrealized
SPDR SERIES TRUST 2.2%
Value ($000) $3,636 Shares 67,698 Est. Cost $56.69 Unrealized
NUVEEN NY DIVID ADVNTG MUN F 2.1%
Value ($000) $3,541 Shares 274,276 Est. Cost $15.16 Unrealized
SPDR SERIES TRUST 2.1%
Value ($000) $3,523 Shares 154,250 Est. Cost $23.36 Unrealized
POWERSHARES GLOBAL ETF TRUST 1.9%
Value ($000) $3,160 Shares 137,000 Est. Cost $23.07 Unrealized
MUB ISHARES 1.8%
Value ($000) $3,044 Shares 29,134 Est. Cost $107.16 Unrealized
IEMG ISHARES INC 1.8%
Value ($000) $3,029 Shares 62,269 Est. Cost $47.90 Unrealized
IEFA ISHARES TR 1.7%
Value ($000) $2,845 Shares 49,358 Est. Cost $52.20 Unrealized
IJR ISHARES 1.7%
Value ($000) $2,757 Shares 27,622 Est. Cost $81.05 Unrealized
SCZ ISHARES 1.6%
Value ($000) $2,731 Shares 56,299 Est. Cost $41.60 Unrealized
WISDOMTREE TR 1.4%
Value ($000) $2,346 Shares 114,462 Est. Cost $19.60 Unrealized
ABERDEEN ASIA PACIFIC INCOM 1.4%
Value ($000) $2,280 Shares 376,200 Est. Cost $6.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $2,119 Shares 18,668 Est. Cost $89.68 Unrealized +28.6%
IJS ISHARES 1.2%
Value ($000) $1,970 Shares 19,274 Est. Cost $84.36 Unrealized
POWERSHARES GLOBAL ETF TRUST 1.2%
Value ($000) $1,940 Shares 87,300 Est. Cost $22.22 Unrealized
NUVEEN ENERGY MLP TOTL RTRNF 1.1%
Value ($000) $1,899 Shares 101,517 Est. Cost $17.70 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $1,857 Shares 18,695 Est. Cost $90.95 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,796 Shares 3,767 Est. Cost $390.77 Unrealized -96.3%
PLUM CREEK TIMBER CO INC 1.0%
Value ($000) $1,710 Shares 36,505 Est. Cost $44.38 Unrealized
PIMCO ETF TR 1.0%
Value ($000) $1,576 Shares 31,867 Est. Cost $49.46 Unrealized
SPSB SPDR SERIES TRUST 0.9%
Value ($000) $1,513 Shares 49,208 Est. Cost $30.72 Unrealized
DLS WISDOMTREE TR 0.8%
Value ($000) $1,285 Shares 21,384 Est. Cost $52.14 Unrealized
WESTERN ASSET INTM MUNI FD I 0.8%
Value ($000) $1,272 Shares 139,283 Est. Cost $9.55 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,215 Shares 15,265 Est. Cost $80.31 Unrealized
NUVEEN MD PREM INCOME MUN FD 0.7%
Value ($000) $1,203 Shares 99,000 Est. Cost $12.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,176 Shares 6,348 Est. Cost $191.54 Unrealized -41.8%
NYF ISHARES 0.7%
Value ($000) $1,103 Shares 10,636 Est. Cost $105.22 Unrealized
POWERSHARES ETF TRUST II 0.6%
Value ($000) $938 Shares 38,000 Est. Cost $24.74 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $926 Shares 10,758 Est. Cost $86.56 Unrealized -37.4%
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $898 Shares 18,476 Est. Cost $45.74 Unrealized
DGS WISDOMTREE TR 0.5%
Value ($000) $872 Shares 18,687 Est. Cost $49.30 Unrealized
IWM ISHARES 0.5%
Value ($000) $868 Shares 8,143 Est. Cost $86.94 Unrealized
L BRANDS INC 0.5%
Value ($000) $837 Shares 13,700 Est. Cost $49.27 Unrealized
IWD ISHARES 0.4%
Value ($000) $705 Shares 8,174 Est. Cost $72.77 Unrealized
LQD ISHARES 0.4%
Value ($000) $704 Shares 6,203 Est. Cost $114.27 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $653 Shares 16,266 Est. Cost $42.75 Unrealized
BA BOEING CO 0.4%
Value ($000) $605 Shares 5,146 Est. Cost $75.38 Unrealized +21.5%
NUVEEN SELECT TAX FREE INCM 0.4%
Value ($000) $595 Shares 46,400 Est. Cost $12.82 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $591 Shares 15,803 Est. Cost $36.55 Unrealized
NUVEEN DIV ADVANTAGE MUN FD 0.3%
Value ($000) $527 Shares 40,650 Est. Cost $14.03 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $518 Shares 6,522 Est. Cost $67.82 Unrealized -16.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $511 Shares 3 Est. Cost $134000.00 Unrealized +29.1%
IEF ISHARES 0.3%
Value ($000) $495 Shares 4,845 Est. Cost $102.17 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $481 Shares 6,500 Est. Cost $51.45 Unrealized -61.6%
ACWX ISHARES 0.3%
Value ($000) $473 Shares 10,551 Est. Cost $41.84 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $470 Shares 5,425 Est. Cost $70.10 Unrealized -9.4%
NUVEEN CALIF MUNICPAL VALU F 0.3%
Value ($000) $465 Shares 31,300 Est. Cost $14.86 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $456 Shares 6,365 Est. Cost $54.20 Unrealized +8.2%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $435 Shares 6,583 Est. Cost $65.84 Unrealized
IGSB ISHARES 0.3%
Value ($000) $421 Shares 3,995 Est. Cost $105.47 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $410 Shares 4,910 Est. Cost $87.63 Unrealized
NUVEEN BUILD AMER BD OPPTNY 0.2%
Value ($000) $395 Shares 21,300 Est. Cost $18.54 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $357 Shares 7,492 Est. Cost $40.98 Unrealized -24.4%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $350 Shares 4,634 Est. Cost $67.87 Unrealized -17.2%
EWX SPDR INDEX SHS FDS 0.2%
Value ($000) $337 Shares 7,400 Est. Cost $46.13 Unrealized
NUVEEN CALIF MUN VALUE FD 0.2%
Value ($000) $329 Shares 36,000 Est. Cost $9.25 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $326 Shares 2,100 Est. Cost $125.61 Unrealized -52.1%
IGIB ISHARES 0.2%
Value ($000) $324 Shares 3,000 Est. Cost $111.25 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $302 Shares 4,200 Est. Cost $65.00 Unrealized -26.9%
EMB ISHARES 0.2%
Value ($000) $299 Shares 2,741 Est. Cost $119.05 Unrealized
NUVEEN NJ DIV ADVANTAGE MUN 0.2%
Value ($000) $268 Shares 21,262 Est. Cost $15.33 Unrealized
DEM WISDOMTREE TR 0.2%
Value ($000) $264 Shares 5,102 Est. Cost $57.23 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $260 Shares 10,650 Est. Cost $20.46 Unrealized
ALPS ETF TR 0.2%
Value ($000) $252 Shares 14,350 Est. Cost $15.92 Unrealized
IYR ISHARES 0.1%
Value ($000) $247 Shares 3,869 Est. Cost $65.51 Unrealized
XNXNX NUVEEN NY SELECT TAX FREE PR 0.1%
Value ($000) $245 Shares 18,810 Est. Cost $13.94 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $242 Shares 9,849 Est. Cost $24.82 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $242 Shares 1,991 Est. Cost $104.26 Unrealized -29.9%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $233 Shares 2,244 Est. Cost $87.75 Unrealized
EEMS ISHARES 0.1%
Value ($000) $231 Shares 4,990 Est. Cost $48.99 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $227 Shares 4,000 Est. Cost $54.60 Unrealized
PCH POTLATCH CORP NEW 0.1%
Value ($000) $224 Shares 5,650 Est. Cost $39.22 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $223 Shares 5,067 Est. Cost $47.37 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $220 Shares 2,840 Est. Cost $65.14 Unrealized
IDV ISHARES 0.1%
Value ($000) $217 Shares 5,995 Est. Cost $31.80 Unrealized
ELD WISDOMTREE TR 0.1%
Value ($000) $216 Shares 4,580 Est. Cost $53.43 Unrealized
IFGL ISHARES 0.1%
Value ($000) $193 Shares 5,750 Est. Cost $31.59 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $190 Shares 1,700 Est. Cost $86.00 Unrealized -10.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $185 Shares 7,736 Est. Cost $20.95 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $155 Shares 4,100 Est. Cost $27.13 Unrealized -1.3%
DWM WISDOMTREE TR 0.1%
Value ($000) $155 Shares 3,000 Est. Cost $46.33 Unrealized
IJH ISHARES 0.1%
Value ($000) $149 Shares 1,199 Est. Cost $114.17 Unrealized
IWR ISHARES 0.1%
Value ($000) $148 Shares 1,065 Est. Cost $125.95 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $147 Shares 1,465 Est. Cost $77.87 Unrealized +3.5%
SPDR SERIES TRUST 0.1%
Value ($000) $147 Shares 6,500 Est. Cost $23.91 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $136 Shares 2,463 Est. Cost $55.62 Unrealized -34.6%
WY WEYERHAEUSER CO 0.1%
Value ($000) $135 Shares 4,700 Est. Cost $26.51 Unrealized -33.5%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $133 Shares 1,468 Est. Cost $74.25 Unrealized -15.6%
WALGREEN CO 0.1%
Value ($000) $129 Shares 2,400 Est. Cost $53.75 Unrealized
CHUBB CORP 0.1%
Value ($000) $122 Shares 1,370 Est. Cost $84.67 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $119 Shares 1,358 Est. Cost $73.12 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $119 Shares 2,572 Est. Cost $32.66 Unrealized -10.5%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $116 Shares 3,760 Est. Cost $27.20 Unrealized
GLOBAL X FDS 0.1%
Value ($000) $114 Shares 7,130 Est. Cost $14.59 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $113 Shares 1,800 Est. Cost $51.20 Unrealized -18.9%
RYDEX ETF TRUST 0.1%
Value ($000) $111 Shares 1,700 Est. Cost $63.08 Unrealized
SPIB SPDR SERIES TRUST 0.1%
Value ($000) $111 Shares 3,300 Est. Cost $34.81 Unrealized
MMM 3M CO 0.1%
Value ($000) $109 Shares 915 Est. Cost $92.90 Unrealized -29.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $108 Shares 1,509 Est. Cost $66.27 Unrealized -38.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $106 Shares 9,900 Est. Cost $144.25 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $101 Shares 1,337 Est. Cost $56.27 Unrealized +2.8%
PRAXAIR INC 0.1%
Value ($000) $96 Shares 800 Est. Cost $110.00 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $94 Shares 1,454 Est. Cost $50.49 Unrealized +12.8%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $92 Shares 2,250 Est. Cost $35.57 Unrealized
PALL CORP 0.1%
Value ($000) $92 Shares 1,200 Est. Cost $60.00 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $87 Shares 1,000 Est. Cost $84.00 Unrealized -43.6%
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $82 Shares 3,250 Est. Cost $26.15 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $75.00 Unrealized
IWV ISHARES 0.0%
Value ($000) $81 Shares 800 Est. Cost $85.27 Unrealized
IWC ISHARES 0.0%
Value ($000) $79 Shares 1,150 Est. Cost $63.74 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $78 Shares 1,550 Est. Cost $26.79 Unrealized +37.9%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $78 Shares 1,258 Est. Cost $54.05 Unrealized
NVRI HARSCO CORP 0.0%
Value ($000) $77 Shares 3,100 Est. Cost $23.55 Unrealized +5.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $77 Shares 1,590 Est. Cost $41.69 Unrealized
ISHARES 0.0%
Value ($000) $76 Shares 2,400 Est. Cost $29.83 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $75 Shares 700 Est. Cost $82.35 Unrealized
DIRECTV 0.0%
Value ($000) $74 Shares 1,234 Est. Cost $50.24 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $74 Shares 900 Est. Cost $59.35 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $70 Shares 900 Est. Cost $62.22 Unrealized -8.4%
BB&T CORP 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $29.00 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $66 Shares 2,100 Est. Cost $40.48 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.0%
Value ($000) $65 Shares 936 Est. Cost $59.74 Unrealized
DENTSPLY INTL INC NEW 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $41.00 Unrealized
T AT&T INC 0.0%
Value ($000) $65 Shares 1,912 Est. Cost $33.72 Unrealized -67.5%
MSFT MICROSOFT CORP 0.0%
Value ($000) $64 Shares 1,920 Est. Cost $26.70 Unrealized +1.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $63 Shares 1,056 Est. Cost $74.27 Unrealized -40.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $63 Shares 1,206 Est. Cost $31.59 Unrealized +15.6%
ABBV ABBVIE INC 0.0%
Value ($000) $63 Shares 1,400 Est. Cost $22.26 Unrealized +22.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $62 Shares 800 Est. Cost $60.00 Unrealized
CEW WISDOMTREE TR 0.0%
Value ($000) $60 Shares 3,000 Est. Cost $21.00 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $59 Shares 2,500 Est. Cost $390.77 Unrealized -96.3%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $57 Shares 1,030 Est. Cost $49.51 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $54 Shares 525 Est. Cost $85.44 Unrealized
NORTHEAST UTILS 0.0%
Value ($000) $54 Shares 1,312 Est. Cost $38.87 Unrealized
CMF ISHARES 0.0%
Value ($000) $54 Shares 500 Est. Cost $108.00 Unrealized
CM CDN IMPERIAL BK OF COMMERCE 0.0%
Value ($000) $52 Shares 650 Est. Cost $80.00 Unrealized -73.8%
VXUS VANGUARD STAR FD 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $47.22 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $50 Shares 435 Est. Cost $95.83 Unrealized -4.4%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $50 Shares 3,600 Est. Cost $11.60 Unrealized -3.1%
C CITIGROUP INC 0.0%
Value ($000) $49 Shares 1,015 Est. Cost $39.10 Unrealized -3.8%
ABT ABBOTT LABS 0.0%
Value ($000) $47 Shares 1,426 Est. Cost $65.57 Unrealized -57.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $46 Shares 600 Est. Cost $58.37 Unrealized -6.1%
HILLSHIRE BRANDS CO 0.0%
Value ($000) $46 Shares 1,512 Est. Cost $28.44 Unrealized
WEATHERFORD INTERNATIONAL LT 0.0%
Value ($000) $46 Shares 3,000 Est. Cost $11.44 Unrealized
IYY ISHARES 0.0%
Value ($000) $44 Shares 516 Est. Cost $71.98 Unrealized
ATHENAHEALTH INC 0.0%
Value ($000) $43 Shares 400 Est. Cost $72.50 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $42 Shares 1,385 Est. Cost $27.30 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $42 Shares 500 Est. Cost $84.00 Unrealized
NUVEEN NJ PREM INCOME MUN FD 0.0%
Value ($000) $40 Shares 3,000 Est. Cost $16.67 Unrealized
EMCB WISDOMTREE TR 0.0%
Value ($000) $40 Shares 540 Est. Cost $80.71 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $39 Shares 701 Est. Cost $53.95 Unrealized
IWF ISHARES 0.0%
Value ($000) $39 Shares 500 Est. Cost $65.00 Unrealized
EEM ISHARES 0.0%
Value ($000) $39 Shares 25,000 Est. Cost $44.35 Unrealized
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $38 Shares 500 Est. Cost $74.00 Unrealized -26.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $38 Shares 1,115 Est. Cost $29.55 Unrealized -45.3%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $38 Shares 425 Est. Cost $72.94 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $38 Shares 1,222 Est. Cost $25.54 Unrealized -7.1%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $37 Shares 600 Est. Cost $43.00 Unrealized -2.1%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $36 Shares 850 Est. Cost $40.91 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $36 Shares 700 Est. Cost $44.29 Unrealized -13.0%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $34 Shares 498 Est. Cost $58.23 Unrealized
CVS CVS CAREMARK CORPORATION 0.0%
Value ($000) $34 Shares 600 Est. Cost $48.33 Unrealized -11.5%
ACWI ISHARES 0.0%
Value ($000) $33 Shares 610 Est. Cost $48.82 Unrealized
IJJ ISHARES 0.0%
Value ($000) $32 Shares 300 Est. Cost $86.67 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $32 Shares 600 Est. Cost $45.00 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $32 Shares 800 Est. Cost $34.06 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $31 Shares 300 Est. Cost $103.27 Unrealized
POINTS INTL LTD 0.0%
Value ($000) $30 Shares 1,300 Est. Cost $10.77 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $30 Shares 365 Est. Cost $65.75 Unrealized +8.0%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $30 Shares 500 Est. Cost $54.00 Unrealized
ISHARES 0.0%
Value ($000) $30 Shares 2,500 Est. Cost $11.20 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $30 Shares 316 Est. Cost $88.61 Unrealized -20.4%
AES AES CORP 0.0%
Value ($000) $29 Shares 2,200 Est. Cost $10.91 Unrealized -23.1%
MBB ISHARES 0.0%
Value ($000) $29 Shares 275 Est. Cost $107.83 Unrealized
BOB EVANS FARMS INC 0.0%
Value ($000) $27 Shares 475 Est. Cost $40.00 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $25 Shares 490 Est. Cost $48.98 Unrealized -16.3%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $25 Shares 265 Est. Cost $84.91 Unrealized -28.1%
GOOGLE INC 0.0%
Value ($000) $24 Shares 27 Est. Cost $749.39 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $24 Shares 300 Est. Cost $65.26 Unrealized
EIDO ISHARES 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $31.00 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $11.50 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $43.33 Unrealized +45.4%
TUPPERWARE BRANDS CORP 0.0%
Value ($000) $22 Shares 250 Est. Cost $88.00 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $22 Shares 675 Est. Cost $31.11 Unrealized -31.6%
PFE PFIZER INC 0.0%
Value ($000) $22 Shares 750 Est. Cost $23.09 Unrealized -29.2%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $21 Shares 410 Est. Cost $51.01 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $21 Shares 407 Est. Cost $44.61 Unrealized
PPL PPL CORP 0.0%
Value ($000) $20 Shares 648 Est. Cost $29.32 Unrealized -43.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $20 Shares 288 Est. Cost $60.00 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 510 Est. Cost $35.91 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $20 Shares 348 Est. Cost $45.98 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $19 Shares 419 Est. Cost $31.00 Unrealized -46.6%
DUKE REALTY CORP 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $14.17 Unrealized
WISDOMTREE TR 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $17.69 Unrealized
EBND SPDR SERIES TRUST 0.0%
Value ($000) $18 Shares 600 Est. Cost $31.67 Unrealized
CONSOL ENERGY INC 0.0%
Value ($000) $17 Shares 500 Est. Cost $32.00 Unrealized
IJK ISHARES 0.0%
Value ($000) $17 Shares 124 Est. Cost $112.90 Unrealized
LEUCADIA NATL CORP 0.0%
Value ($000) $16 Shares 600 Est. Cost $23.33 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.00 Unrealized -78.8%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $16 Shares 500 Est. Cost $28.00 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 510 Est. Cost $30.50 Unrealized
CA INC 0.0%
Value ($000) $16 Shares 528 Est. Cost $30.30 Unrealized
DE DEERE & CO 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.61 Unrealized -6.6%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 342 Est. Cost $32.16 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 468 Est. Cost $23.50 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $14 Shares 156 Est. Cost $64.10 Unrealized +6.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 166 Est. Cost $71.11 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $14 Shares 167 Est. Cost $65.87 Unrealized -12.8%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $14 Shares 300 Est. Cost $48.57 Unrealized
NUVEEN BUILD AMER BD FD 0.0%
Value ($000) $14 Shares 800 Est. Cost $17.50 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $13 Shares 250 Est. Cost $32.00 Unrealized -46.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $13 Shares 167 Est. Cost $59.88 Unrealized +5.6%
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $13 Shares 394 Est. Cost $25.38 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $13 Shares 139 Est. Cost $64.75 Unrealized +34.1%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 285 Est. Cost $42.11 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.0%
Value ($000) $11 Shares 385 Est. Cost $28.57 Unrealized
DOW CHEM CO 0.0%
Value ($000) $11 Shares 295 Est. Cost $33.90 Unrealized
COACH INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
IVW ISHARES 0.0%
Value ($000) $11 Shares 120 Est. Cost $75.00 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.0%
Value ($000) $10 Shares 581 Est. Cost $17.21 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.88 Unrealized -1.8%
DNP SELECT INCOME FD 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.00 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $10 Shares 2,500 Est. Cost $52.20 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $27.61 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $9 Shares 125 Est. Cost $33.34 Unrealized +10.8%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $9 Shares 182 Est. Cost $43.96 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $9 Shares 246 Est. Cost $28.46 Unrealized -6.0%
COOPER COS INC 0.0%
Value ($000) $9 Shares 68 Est. Cost $88.24 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $9 Shares 102 Est. Cost $68.63 Unrealized +1.5%
PPG PPG INDS INC 0.0%
Value ($000) $9 Shares 55 Est. Cost $127.27 Unrealized -49.2%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $8 Shares 200 Est. Cost $24.86 Unrealized +21.4%
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8 Shares 150 Est. Cost $39.86 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized -12.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $8 Shares 125 Est. Cost $48.00 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $8 Shares 98 Est. Cost $71.43 Unrealized -25.7%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 150 Est. Cost $40.00 Unrealized
HERTZ GLOBAL HOLDINGS INC 0.0%
Value ($000) $8 Shares 3,000 Est. Cost $2.00 Unrealized
LIGHTBRIDGE CORP 0.0%
Value ($000) $8 Shares 4,234 Est. Cost $1.42 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $8 Shares 214 Est. Cost $23.98 Unrealized -15.9%
NOBLE ENERGY INC 0.0%
Value ($000) $7 Shares 110 Est. Cost $63.64 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $7 Shares 344 Est. Cost $17.44 Unrealized -15.0%
IDU ISHARES 0.0%
Value ($000) $7 Shares 77 Est. Cost $90.91 Unrealized
ALLERGAN INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.50 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 103 Est. Cost $48.54 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $7 Shares 21 Est. Cost $259.26 Unrealized -94.3%
FCX FREEPORT-MCMORAN COPPER & GO 0.0%
Value ($000) $7 Shares 200 Est. Cost $26.77 Unrealized -4.1%
REED ELSEVIER P L C 0.0%
Value ($000) $7 Shares 123 Est. Cost $40.65 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $12.22 Unrealized +10.8%
TIME WARNER CABLE INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $120.69 Unrealized
HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $1200.00 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $6 Shares 163 Est. Cost $35.71 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $6 Shares 90 Est. Cost $44.44 Unrealized +10.8%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 246 Est. Cost $20.33 Unrealized
QQXT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 190 Est. Cost $26.32 Unrealized
FIW FIRST TR ISE WATER INDEX FD 0.0%
Value ($000) $6 Shares 198 Est. Cost $25.25 Unrealized
TIME WARNER INC 0.0%
Value ($000) $6 Shares 93 Est. Cost $53.32 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 306 Est. Cost $16.34 Unrealized
ENERGY TRANSFER PRTNRS L P 0.0%
Value ($000) $6 Shares 111 Est. Cost $45.05 Unrealized
MET METLIFE INC 0.0%
Value ($000) $6 Shares 123 Est. Cost $28.79 Unrealized 0.0%
AGG ISHARES 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.09 Unrealized
DTRE FIRST TR FTSE EPRA/NAREIT DE 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $5 Shares 224 Est. Cost $15.32 Unrealized +10.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $5 Shares 25 Est. Cost $53.48 Unrealized -2.3%
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 Shares 248 Est. Cost $16.13 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.00 Unrealized -5.3%
MARKET VECTORS ETF TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $500.00 Unrealized -88.3%
LINKEDIN CORP 0.0%
Value ($000) $4 Shares 17 Est. Cost $176.47 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 53 Est. Cost $47.05 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $51.20 Unrealized -18.9%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $6.27 Unrealized +36.1%
META FACEBOOK INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $26.79 Unrealized +37.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 190 Est. Cost $14.99 Unrealized +20.4%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $3 Shares 767 Est. Cost $4.49 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.66 Unrealized +8.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $73.64 Unrealized +8.1%
ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.00 Unrealized
CONVERGYS CORP 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
TRINA SOLAR LIMITED 0.0%
Value ($000) $3 Shares 200 Est. Cost $4.17 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $3 Shares 35 Est. Cost $57.14 Unrealized +4.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $70.43 Unrealized -10.9%
WY WEYERHAEUSER CO 0.0%
Value ($000) $3 Shares 4,100 Est. Cost $26.51 Unrealized -33.5%
WMT WAL-MART STORES INC 0.0%
Value ($000) $3 Shares 3,200 Est. Cost $51.45 Unrealized -61.6%
APACHE CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $87.96 Unrealized
ALCOA INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
NEWFIELD EXPL CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $34.50 Unrealized +9.4%
LOW LOWES COS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.92 Unrealized +7.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $62.50 Unrealized +19.8%
EWC ISHARES 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.00 Unrealized
IVE ISHARES 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.00 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized -31.7%
SGRP SPAR GROUP INC 0.0%
Value ($000) $2 Shares 1,200 Est. Cost $2.05 Unrealized 0.0%
UNIT CORP 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $2 Shares 1,700 Est. Cost $86.00 Unrealized -10.5%
ORGANOVO HLDGS INC 0.0%
Value ($000) $2 Shares 360 Est. Cost $5.56 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 23 Est. Cost $39.96 Unrealized +11.3%
GT ADVANCED TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.00 Unrealized
WHITING PETE CORP NEW 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $2 Shares 1,700 Est. Cost $89.68 Unrealized +28.6%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $2 Shares 2,400 Est. Cost $11.60 Unrealized -3.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.00 Unrealized +3.0%
CBS CORP NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized -32.3%
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 900 Est. Cost $67.82 Unrealized -16.3%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $39.10 Unrealized -3.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $191.54 Unrealized -41.8%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.44 Unrealized -7.3%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized -89.7%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $44.38 Unrealized
HESS CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
BP BP PLC 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
GIGAMEDIA LTD 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $27.13 Unrealized -1.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $1 Shares 1,700 Est. Cost $20.95 Unrealized
SUPERIOR ENERGY SVCS INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
FOREST OIL CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $36.55 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $27.13 Unrealized -1.3%
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $144.25 Unrealized
CON-WAY INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
WALTER INVT MGMT CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
WALTER ENERGY INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $1 Shares 73 Est. Cost $11.35 Unrealized +6.7%
STONE ENERGY CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $51.45 Unrealized -61.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $32.51 Unrealized +10.8%
WALGREEN CO 0.0%
Value ($000) $1 Shares 2,600 Est. Cost $53.75 Unrealized
VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $25.00 Unrealized
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $72.60 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
UQM TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $305.56 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $43.14 Unrealized -39.4%
ENSCO PLC 0.0%
Value ($000) $1 Shares 27 Est. Cost $74.07 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $11.84 Unrealized -1.2%
CX CEMEX SAB DE CV 0.0%
Value ($000) $1 Shares 6 Est. Cost $11.49 Unrealized
LQD ISHARES 0.0%
Value ($000) $1 Shares 4,600 Est. Cost $114.27 Unrealized
ISHARES 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $11.20 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $38.02 Unrealized 0.0%
LONE PINE RES INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
MONEYGRAM INTL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
KELLOGG CO 0.0%
Value ($000) $1 Shares 19 Est. Cost $84.00 Unrealized -53.8%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1 Shares 700 Est. Cost $44.29 Unrealized -13.0%
MANITOWOC INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized