Summit Financial Wealth Advisors, LLC Diversified Active

CIK: 0001632283 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 10, 2015

Total Value ($000): $161,589 (100.0% shares, 0.0% debt)

Holdings (271)

SDOG ALPS SECTOR DIVIDEND ETF 10.1%
Value ($000) $16,256 Shares 443,388 Est. Cost $38.09 Unrealized
JOHNSON CONTROLS INC 4.1%
Value ($000) $6,618 Shares 133,630 Est. Cost $48.34 Unrealized
UNH UNITEDHEALTH GROUP 3.8%
Value ($000) $6,182 Shares 50,674 Est. Cost $79.25 Unrealized +25.7%
MMM 3M CO 3.4%
Value ($000) $5,461 Shares 35,395 Est. Cost $89.68 Unrealized +5.7%
VTI VANGUARD TOTL STK MK ETF 3.2%
Value ($000) $5,247 Shares 49,035 Est. Cost $106.04 Unrealized
ALL ALLSTATE CORP 3.0%
Value ($000) $4,890 Shares 75,385 Est. Cost $51.69 Unrealized +5.1%
PEP PEPSICO INCORPORATED 2.9%
Value ($000) $4,647 Shares 49,795 Est. Cost $68.61 Unrealized +1.0%
GOVERNMENT PROPERTIES 2.9%
Value ($000) $4,642 Shares 250,250 Est. Cost $21.16 Unrealized
T AT T INC 2.8%
Value ($000) $4,565 Shares 128,523 Est. Cost $11.81 Unrealized +3.4%
BK BANK NEW YORK MELLON 2.7%
Value ($000) $4,353 Shares 103,740 Est. Cost $29.82 Unrealized +9.6%
BAX BAXTER INTERNATIONAL INC 2.6%
Value ($000) $4,217 Shares 60,315 Est. Cost $32.29 Unrealized -2.5%
ITW ILL TOOL WORKS INC 2.6%
Value ($000) $4,134 Shares 45,040 Est. Cost $70.08 Unrealized +5.6%
GWW GRAINGER W W INC 2.6%
Value ($000) $4,121 Shares 17,415 Est. Cost $205.91 Unrealized -0.8%
SYY SYSCO CORPORATION 2.5%
Value ($000) $4,087 Shares 113,230 Est. Cost $28.87 Unrealized -2.1%
VZ VERIZON COMMUNICATIONS 2.5%
Value ($000) $3,998 Shares 85,788 Est. Cost $27.66 Unrealized +2.4%
MDIV FT VI MULTI ASSET ETF 2.4%
Value ($000) $3,910 Shares 195,910 Est. Cost $21.09 Unrealized
ABBV ABBVIE INC 2.0%
Value ($000) $3,199 Shares 47,615 Est. Cost $40.24 Unrealized +5.2%
TEMPLETON EMERG MKTS INC 1.9%
Value ($000) $3,044 Shares 284,240 Est. Cost $10.71 Unrealized
COP CONOCOPHILLIPS 1.9%
Value ($000) $3,026 Shares 49,289 Est. Cost $48.65 Unrealized -4.7%
FEX FIRST TRUST LARGE CAPETF 1.7%
Value ($000) $2,675 Shares 58,375 Est. Cost $45.91 Unrealized
BMY BRISTOL MYERS SQUIBB 1.6%
Value ($000) $2,600 Shares 39,075 Est. Cost $38.91 Unrealized +18.2%
WEATHERFORD INTL PLC 1.6%
Value ($000) $2,571 Shares 209,598 Est. Cost $14.31 Unrealized
CVX CHEVRON CORPORATION 1.5%
Value ($000) $2,367 Shares 24,542 Est. Cost $68.16 Unrealized -2.5%
GRMN GARMIN LTD 1.4%
Value ($000) $2,334 Shares 53,152 Est. Cost $38.69 Unrealized -13.0%
PFF ISHS U.S. PREFRD STK ETF 1.4%
Value ($000) $2,260 Shares 57,699 Est. Cost $39.54 Unrealized
INTC INTEL CORP 1.3%
Value ($000) $2,031 Shares 66,783 Est. Cost $26.63 Unrealized -5.8%
CLX CLOROX COMPANY 1.3%
Value ($000) $2,027 Shares 19,495 Est. Cost $73.11 Unrealized +9.5%
KMB KIMBERLY-CLARK CORP 1.2%
Value ($000) $1,935 Shares 18,267 Est. Cost $76.09 Unrealized -0.3%
WMT WAL-MART STORES INC 1.2%
Value ($000) $1,923 Shares 27,112 Est. Cost $21.86 Unrealized -4.5%
CINF CINCINNATI FINANCIAL CO 1.2%
Value ($000) $1,889 Shares 37,645 Est. Cost $36.50 Unrealized +4.8%
NUVEEN MUNICIPAL VALUE F 1.1%
Value ($000) $1,697 Shares 176,230 Est. Cost $9.63 Unrealized
SO SOUTHERN COMPANY 0.9%
Value ($000) $1,500 Shares 35,818 Est. Cost $29.49 Unrealized -5.8%
ROYAL BK SCOTLAND 7.25% 0.9%
Value ($000) $1,488 Shares 58,600 Est. Cost $25.39 Unrealized
EATON VANCE TAX ADVANTGD 0.9%
Value ($000) $1,475 Shares 74,525 Est. Cost $19.79 Unrealized
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $1,439 Shares 17,950 Est. Cost $48.78 Unrealized -1.0%
DU PNT EI DE NEMOURS CO 0.9%
Value ($000) $1,379 Shares 21,575 Est. Cost $73.89 Unrealized
INVESCO MUN OPPTY TRUST 0.7%
Value ($000) $1,194 Shares 97,875 Est. Cost $12.20 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $1,047 Shares 8,354 Est. Cost $24.87 Unrealized +14.8%
HAL HALLIBURTON COMPANY 0.5%
Value ($000) $854 Shares 19,845 Est. Cost $39.28 Unrealized -4.5%
POWERSHARES S P 500 ETF 0.5%
Value ($000) $810 Shares 22,111 Est. Cost $37.45 Unrealized
WSTRN ASST MUNI FUND INC 0.5%
Value ($000) $793 Shares 81,706 Est. Cost $9.71 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $781 Shares 9,399 Est. Cost $57.00 Unrealized -4.7%
XLE ENERGY SECTOR SPDR ETF 0.5%
Value ($000) $778 Shares 10,363 Est. Cost $79.32 Unrealized
VCSH VANGUARD SHRT TRM CP ETF 0.5%
Value ($000) $748 Shares 9,400 Est. Cost $79.57 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $729 Shares 8,601 Est. Cost $72.15 Unrealized -8.7%
EATON VANCE LTD DURATION 0.4%
Value ($000) $716 Shares 53,180 Est. Cost $13.46 Unrealized
IBERIABANK CORP 0.4%
Value ($000) $682 Shares 10,003 Est. Cost $64.71 Unrealized
NUVEEN PREM INC MUNI 4 0.4%
Value ($000) $632 Shares 48,331 Est. Cost $13.08 Unrealized
XLK TECHNOLOGY SECTOR SP ETF 0.4%
Value ($000) $605 Shares 14,630 Est. Cost $41.35 Unrealized
ROYAL BNK SCTLND PFD6.6% 0.4%
Value ($000) $599 Shares 24,025 Est. Cost $24.93 Unrealized
XLF FINANCIAL SECTOR SPDR 0.3%
Value ($000) $559 Shares 22,950 Est. Cost $24.74 Unrealized
F FORD MOTOR COMPANY 0.3%
Value ($000) $548 Shares 36,531 Est. Cost $8.20 Unrealized +6.8%
DEUTSCHE MUNCIPAL INCOME 0.3%
Value ($000) $528 Shares 41,900 Est. Cost $12.60 Unrealized
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $519 Shares 17,800 Est. Cost $29.16 Unrealized
FLO FLOWERS FOODS INC 0.3%
Value ($000) $507 Shares 24,000 Est. Cost $12.39 Unrealized +20.3%
PFE PFIZER INCORPORATED 0.3%
Value ($000) $507 Shares 15,137 Est. Cost $18.15 Unrealized +14.5%
ROYAL DUTCH SHELL ADR B 0.3%
Value ($000) $468 Shares 8,175 Est. Cost $66.93 Unrealized
ROYAL BK SCOTLAND 5.75% 0.3%
Value ($000) $455 Shares 18,800 Est. Cost $24.20 Unrealized
GENERAL ELECTRIC COMPANY 0.3%
Value ($000) $451 Shares 16,990 Est. Cost $26.04 Unrealized
BDX BECTON DICKINSON CO 0.3%
Value ($000) $436 Shares 3,082 Est. Cost $107.84 Unrealized +8.9%
MSFT MICROSOFT CORP 0.3%
Value ($000) $420 Shares 9,525 Est. Cost $39.84 Unrealized -1.4%
DVY ISHARES SELECT DIV ETF 0.3%
Value ($000) $416 Shares 5,550 Est. Cost $79.40 Unrealized
HALYARD HEALTH INC 0.3%
Value ($000) $410 Shares 10,132 Est. Cost $45.49 Unrealized
FTA FIRST TR L/C VAL OPP ETF 0.3%
Value ($000) $409 Shares 9,650 Est. Cost $43.72 Unrealized
POWERSHARES QQQ SER1 ETF 0.2%
Value ($000) $402 Shares 3,762 Est. Cost $103.30 Unrealized
INVESCO TR INVT GRD MUNS 0.2%
Value ($000) $400 Shares 31,550 Est. Cost $12.68 Unrealized
MAINSTAY DEFINEDTERM MUN 0.2%
Value ($000) $376 Shares 21,800 Est. Cost $17.25 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $358 Shares 4,165 Est. Cost $66.58 Unrealized +0.3%
IBM INTL BUSINESS MACH CORP 0.2%
Value ($000) $348 Shares 2,143 Est. Cost $100.47 Unrealized +2.5%
NUVEEN AMT-FREE MUNI FD 0.2%
Value ($000) $322 Shares 25,300 Est. Cost $12.73 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $311 Shares 6,365 Est. Cost $24.05 Unrealized +5.0%
UAA UNDER ARMOUR INC CLASS A 0.2%
Value ($000) $307 Shares 3,690 Est. Cost $33.70 Unrealized +20.0%
USB US BANCORP NEW 0.2%
Value ($000) $307 Shares 7,087 Est. Cost $29.16 Unrealized +2.5%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $304 Shares 2,744 Est. Cost $115.16 Unrealized
JPM JPMORGAN CHASE CO 0.2%
Value ($000) $291 Shares 4,298 Est. Cost $45.32 Unrealized +8.4%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $285 Shares 2,285 Est. Cost $119.60 Unrealized
HBCP HOME BANCORP INC 0.2%
Value ($000) $277 Shares 11,000 Est. Cost $17.51 Unrealized +1.2%
XLV HEALTH CARE SECTOR SPDR 0.1%
Value ($000) $223 Shares 3,004 Est. Cost $68.35 Unrealized
WEST ASST EMRG MKTS DEB 0.1%
Value ($000) $219 Shares 14,700 Est. Cost $14.90 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $216 Shares 2,025 Est. Cost $104.36 Unrealized
VGK VANGUARD FTSE EUROPN ETF 0.1%
Value ($000) $202 Shares 3,750 Est. Cost $52.53 Unrealized
FLR FLUOR CORP (NEW) 0.1%
Value ($000) $201 Shares 3,795 Est. Cost $56.35 Unrealized -7.6%
MKC MC CORMICK CO INC 0.1%
Value ($000) $201 Shares 2,485 Est. Cost $28.93 Unrealized +9.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $199 Shares 7,265 Est. Cost $18.80 Unrealized +9.7%
NOBL PROSHARES S P 500 ETF 0.1%
Value ($000) $190 Shares 3,875 Est. Cost $50.12 Unrealized
CONTINENTAL RESOURCES IN 0.1%
Value ($000) $190 Shares 4,500 Est. Cost $38.36 Unrealized
XLY CONSUMR DISC SECTOR SPDR 0.1%
Value ($000) $187 Shares 2,450 Est. Cost $72.15 Unrealized
XLI INDUSTRIAL SECTOR SPDR 0.1%
Value ($000) $185 Shares 3,425 Est. Cost $56.69 Unrealized
UPS UNITED PARCEL SERVICE-B 0.1%
Value ($000) $174 Shares 1,800 Est. Cost $70.93 Unrealized -4.5%
LMP CORPORATE LN FD INC 0.1%
Value ($000) $160 Shares 14,500 Est. Cost $11.03 Unrealized
MRK MERCK CO INC NEW 0.1%
Value ($000) $157 Shares 2,770 Est. Cost $39.35 Unrealized +2.2%
INVSC ADV MUN INCM TR II 0.1%
Value ($000) $157 Shares 14,344 Est. Cost $10.95 Unrealized
PG PROCTER GAMBLE CO 0.1%
Value ($000) $143 Shares 1,840 Est. Cost $64.60 Unrealized -7.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $143 Shares 3,500 Est. Cost $28.41 Unrealized +8.6%
ADP AUTOMATIC DATA PROCESSIN 0.1%
Value ($000) $140 Shares 1,750 Est. Cost $63.52 Unrealized +6.4%
XLU UTILITIES SECTOR SPDR 0.1%
Value ($000) $139 Shares 3,375 Est. Cost $45.50 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $128 Shares 2,070 Est. Cost $22.70 Unrealized +8.5%
GLAXOSMITHKLINE PLC-ADR 0.1%
Value ($000) $116 Shares 2,793 Est. Cost $42.61 Unrealized
FXO FIRST TRUST FINANCL ETF 0.1%
Value ($000) $113 Shares 4,800 Est. Cost $23.29 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $109 Shares 1,048 Est. Cost $64.44 Unrealized +16.8%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $107 Shares 1,480 Est. Cost $50.52 Unrealized +18.2%
GME GAMESTOP CORP CLASS A 0.1%
Value ($000) $106 Shares 2,486 Est. Cost $7.01 Unrealized +10.4%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $106 Shares 950 Est. Cost $113.68 Unrealized
MARKET VECTORS OIL ETF 0.1%
Value ($000) $102 Shares 2,945 Est. Cost $36.73 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $99 Shares 1,595 Est. Cost $53.34 Unrealized -5.7%
TGT TARGET CORP 0.1%
Value ($000) $96 Shares 1,184 Est. Cost $48.59 Unrealized +21.5%
NUVEEN BUY-RIGHT INC 0.1%
Value ($000) $94 Shares 7,342 Est. Cost $12.80 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value ($000) $93 Shares 416 Est. Cost $186.87 Unrealized +14.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $93 Shares 587 Est. Cost $114.24 Unrealized +17.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $92 Shares 1,055 Est. Cost $85.81 Unrealized -9.8%
CMI CUMMINS INC 0.1%
Value ($000) $91 Shares 696 Est. Cost $104.83 Unrealized -1.9%
NUVEEN PERFORM PLUS MUNI 0.1%
Value ($000) $91 Shares 6,500 Est. Cost $14.00 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $90 Shares 953 Est. Cost $85.44 Unrealized -4.0%
ENERGY XXI LTD 0.1%
Value ($000) $90 Shares 34,350 Est. Cost $3.26 Unrealized
HEDJ WISDOMTREE EUR HDGD ETF 0.1%
Value ($000) $86 Shares 1,400 Est. Cost $63.78 Unrealized
CA INC 0.1%
Value ($000) $82 Shares 2,800 Est. Cost $30.36 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $27.77 Unrealized -17.6%
ROYAL DUTCH SHL ADR CL A 0.0%
Value ($000) $76 Shares 1,350 Est. Cost $66.67 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $73 Shares 4,000 Est. Cost $20.52 Unrealized -6.5%
ENERGY TRANSFER PARTNERS 0.0%
Value ($000) $71 Shares 1,375 Est. Cost $51.64 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $70 Shares 1,150 Est. Cost $56.08 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $70 Shares 580 Est. Cost $116.44 Unrealized
AMERICAN REALTY CAPITAL 0.0%
Value ($000) $69 Shares 8,540 Est. Cost $9.00 Unrealized
XBI SPDR S P BIOTECH ETF 0.0%
Value ($000) $63 Shares 250 Est. Cost $188.00 Unrealized
RYL BK OF SCTLAND 6.125% 0.0%
Value ($000) $61 Shares 2,500 Est. Cost $24.40 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $59 Shares 2,909 Est. Cost $17.96 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $58 Shares 5,616 Est. Cost $6.80 Unrealized +1.9%
UPBD RENT A CTR INC NEW 0.0%
Value ($000) $58 Shares 2,054 Est. Cost $30.47 Unrealized -1.5%
RGR STURM RUGER CO INC 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $40.85 Unrealized +33.3%
KSS KOHLS CORP 0.0%
Value ($000) $57 Shares 912 Est. Cost $69.43 Unrealized 0.0%
GATX GATX CORP 0.0%
Value ($000) $56 Shares 1,055 Est. Cost $44.19 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $56 Shares 507 Est. Cost $87.09 Unrealized 0.0%
ANNALY CAPITAL MGMT REIT 0.0%
Value ($000) $56 Shares 6,180 Est. Cost $10.00 Unrealized
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $55 Shares 7,490 Est. Cost $2.28 Unrealized -4.5%
NUVEEN MUN OPPTY FD INC 0.0%
Value ($000) $54 Shares 4,035 Est. Cost $13.38 Unrealized
XMUSX BLACKROCK MUNIHLDGS QLTY 0.0%
Value ($000) $53 Shares 4,125 Est. Cost $12.85 Unrealized
FIFTH STREET FINANCE CRP 0.0%
Value ($000) $53 Shares 8,100 Est. Cost $6.54 Unrealized
STONE ENERGY CORP 0.0%
Value ($000) $53 Shares 4,265 Est. Cost $16.88 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $53 Shares 1,405 Est. Cost $22.45 Unrealized +8.4%
GPRO GOPRO INC 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $73.70 Unrealized -30.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $52 Shares 749 Est. Cost $49.16 Unrealized -0.9%
ZROZ PIMCO TRUST 20+YR ETF 0.0%
Value ($000) $52 Shares 500 Est. Cost $104.00 Unrealized
KKR CO L P DEL 0.0%
Value ($000) $50 Shares 2,215 Est. Cost $22.57 Unrealized
WPC W P CAREY INC 0.0%
Value ($000) $49 Shares 839 Est. Cost $70.32 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $49 Shares 426 Est. Cost $70.55 Unrealized +7.7%
BEMIS CO INC 0.0%
Value ($000) $48 Shares 1,070 Est. Cost $45.26 Unrealized
FRANKLIN UNIVERSL TR SBI 0.0%
Value ($000) $48 Shares 7,555 Est. Cost $6.35 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $48 Shares 1,200 Est. Cost $34.50 Unrealized +7.3%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $47 Shares 900 Est. Cost $45.80 Unrealized +14.3%
JNJ JOHNSON JOHNSON 0.0%
Value ($000) $47 Shares 484 Est. Cost $75.11 Unrealized -0.8%
MEMORIAL PRODUCTION 0.0%
Value ($000) $46 Shares 3,100 Est. Cost $14.84 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $44 Shares 574 Est. Cost $72.43 Unrealized -6.0%
PAA PLAINS ALL AMERICAN 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $51.00 Unrealized
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $43 Shares 1,446 Est. Cost $35.96 Unrealized
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $43 Shares 765 Est. Cost $40.31 Unrealized +2.7%
SEADRILL LTD 0.0%
Value ($000) $41 Shares 4,000 Est. Cost $13.25 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $33.71 Unrealized -9.9%
BLACKSTONE GROUP LP/THE 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $42.50 Unrealized
BLACKROCK MUN TGT TERM 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $20.00 Unrealized
TDIV FT VI NASDAQ TECH ETF 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $27.27 Unrealized
DR PEPPER SNAPPLE GROUP 0.0%
Value ($000) $39 Shares 538 Est. Cost $76.21 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $38 Shares 695 Est. Cost $46.41 Unrealized -4.7%
MAT MATTEL INC 0.0%
Value ($000) $38 Shares 1,515 Est. Cost $30.76 Unrealized -14.4%
FRANK'S INTERNATIONAL NV 0.0%
Value ($000) $38 Shares 2,030 Est. Cost $16.96 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $38 Shares 750 Est. Cost $40.22 Unrealized +3.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $37 Shares 802 Est. Cost $39.05 Unrealized +4.8%
SCHD SCHWAB US DIVIDEND ETF 0.0%
Value ($000) $37 Shares 984 Est. Cost $39.63 Unrealized
MIDSOUTH BANCORP 0.0%
Value ($000) $37 Shares 2,463 Est. Cost $17.46 Unrealized
ION GEOPHYSICAL CORP 0.0%
Value ($000) $36 Shares 34,520 Est. Cost $2.75 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $35 Shares 529 Est. Cost $52.18 Unrealized +5.7%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $32 Shares 366 Est. Cost $84.70 Unrealized
CDK GLOBAL HOLDINGS 0.0%
Value ($000) $31 Shares 583 Est. Cost $41.17 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $31 Shares 2,750 Est. Cost $11.27 Unrealized
HWC HANCOCK HOLDING CO 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $32.49 Unrealized -6.6%
LEGG MASON INC 0.0%
Value ($000) $31 Shares 611 Est. Cost $54.01 Unrealized
RCS CAPITAL CORPORATION 0.0%
Value ($000) $30 Shares 4,000 Est. Cost $12.25 Unrealized
INVESCO VAL MUN INCM TR 0.0%
Value ($000) $30 Shares 2,100 Est. Cost $14.29 Unrealized
VIACOM INC CL B 0.0%
Value ($000) $29 Shares 455 Est. Cost $74.73 Unrealized
MANNKIND CORPORATION 0.0%
Value ($000) $28 Shares 5,000 Est. Cost $5.20 Unrealized
INGERSOLL-RAND PLC 0.0%
Value ($000) $28 Shares 428 Est. Cost $67.76 Unrealized
ENSCO PLC CL A 0.0%
Value ($000) $28 Shares 1,300 Est. Cost $28.05 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $27 Shares 950 Est. Cost $19.41 Unrealized 0.0%
C CITIGROUP INC NEW 0.0%
Value ($000) $26 Shares 477 Est. Cost $39.54 Unrealized +2.6%
DIAMOND OFFSHORE DRILLNG 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $37.00 Unrealized
AB ALLIANCEBERNSTEIN HLDG 0.0%
Value ($000) $23 Shares 800 Est. Cost $26.25 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $40.94 Unrealized +8.7%
NATH NATHANS FAMOUS INC NEW 0.0%
Value ($000) $22 Shares 620 Est. Cost $76.26 Unrealized -43.7%
PUTNAM MUNI OPPORT SBI 0.0%
Value ($000) $22 Shares 1,924 Est. Cost $11.43 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $22 Shares 136 Est. Cost $105.54 Unrealized +30.3%
KR KROGER COMPANY COMMON 0.0%
Value ($000) $21 Shares 292 Est. Cost $23.37 Unrealized +26.3%
FRONTIER COMMUNICATIONS 0.0%
Value ($000) $21 Shares 4,300 Est. Cost $4.88 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $38.82 Unrealized +9.9%
GREENHUNTER RESOURCES 0.0%
Value ($000) $21 Shares 30,750 Est. Cost $0.72 Unrealized
DE DEERE CO 0.0%
Value ($000) $20 Shares 212 Est. Cost $73.01 Unrealized +3.2%
JARDEN CORP 0.0%
Value ($000) $20 Shares 405 Est. Cost $46.91 Unrealized
NORTHSTAR REALTY FIN 0.0%
Value ($000) $20 Shares 1,317 Est. Cost $18.98 Unrealized
GNC HOLDINGS INC 0.0%
Value ($000) $20 Shares 450 Est. Cost $46.67 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $19 Shares 1,150 Est. Cost $13.55 Unrealized -3.1%
STT STATE STR CORP 0.0%
Value ($000) $19 Shares 255 Est. Cost $55.11 Unrealized +4.6%
BWA BORG WARNER INC 0.0%
Value ($000) $19 Shares 335 Est. Cost $43.25 Unrealized +5.0%
KANDI TECHNOLGIES GROUP 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $14.00 Unrealized
AMERICAN CAP AGY CORP 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $18.00 Unrealized
NORDSTROM INC 0.0%
Value ($000) $18 Shares 250 Est. Cost $80.00 Unrealized
AKAM AKAMAI TECH INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $60.28 Unrealized +23.1%
ALLERGAN PLC 0.0%
Value ($000) $17 Shares 57 Est. Cost $298.25 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $17 Shares 600 Est. Cost $36.11 Unrealized -13.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $17 Shares 92 Est. Cost $137.24 Unrealized +5.3%
LQD ISHARES IBOXX INVT ETF 0.0%
Value ($000) $17 Shares 150 Est. Cost $120.00 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $24.98 Unrealized -27.9%
DOW CHEMICAL COMPANY 0.0%
Value ($000) $15 Shares 294 Est. Cost $45.45 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $113.30 Unrealized +3.8%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $15 Shares 457 Est. Cost $32.93 Unrealized +5.1%
EXC EXELON CORPORATION 0.0%
Value ($000) $15 Shares 500 Est. Cost $17.29 Unrealized -5.0%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $14 Shares 250 Est. Cost $41.13 Unrealized +7.5%
LLY ELI LILLY CO 0.0%
Value ($000) $14 Shares 179 Est. Cost $58.64 Unrealized +7.8%
TWITTER INC 0.0%
Value ($000) $14 Shares 400 Est. Cost $36.00 Unrealized
TRV TRAVELERS COS INC/ THE 0.0%
Value ($000) $13 Shares 140 Est. Cost $78.95 Unrealized +2.5%
AXIALL CORP 0.0%
Value ($000) $13 Shares 377 Est. Cost $42.44 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $13 Shares 250 Est. Cost $57.70 Unrealized +5.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $13 Shares 258 Est. Cost $36.12 Unrealized +13.3%
EMC CORP 0.0%
Value ($000) $13 Shares 495 Est. Cost $30.30 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $13 Shares 404 Est. Cost $49.50 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $13 Shares 580 Est. Cost $25.86 Unrealized
EL LAUDER ESTEE COS INC CLA 0.0%
Value ($000) $12 Shares 150 Est. Cost $64.09 Unrealized +17.5%
FAST FASTENAL CO 0.0%
Value ($000) $12 Shares 300 Est. Cost $7.94 Unrealized 0.0%
HORNBECK OFFSHORE SERVC 0.0%
Value ($000) $12 Shares 600 Est. Cost $25.00 Unrealized
SPIRIT REALTY CAPITAL 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $11.99 Unrealized
HEALTHCARE TR AMER INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $27.18 Unrealized
THO THOR INDS 0.0%
Value ($000) $10 Shares 191 Est. Cost $48.00 Unrealized +2.2%
WESTERN ASSET WW INC FD 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
LZB LA-Z-BOY INC 0.0%
Value ($000) $10 Shares 395 Est. Cost $23.63 Unrealized +14.1%
BP BP PLC SPONS ADR 0.0%
Value ($000) $9 Shares 237 Est. Cost $37.97 Unrealized
ICONIX BRAND GROUP INC 0.0%
Value ($000) $9 Shares 366 Est. Cost $27.32 Unrealized
FORTRESS INVSTMNT GROUP 0.0%
Value ($000) $8 Shares 1,150 Est. Cost $6.96 Unrealized
V VISA INC CLASS A 0.0%
Value ($000) $8 Shares 120 Est. Cost $59.88 Unrealized +5.1%
IP INTL PAPER CO 0.0%
Value ($000) $8 Shares 179 Est. Cost $30.67 Unrealized +2.7%
RUTH'S HOSPITALITY GROUP 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $7 Shares 57 Est. Cost $157.89 Unrealized
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $80.00 Unrealized
ALLANCE BERSTN NATL MUNI 0.0%
Value ($000) $7 Shares 547 Est. Cost $12.80 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $42.23 Unrealized +23.1%
GOOGLE INC CL A 0.0%
Value ($000) $7 Shares 13 Est. Cost $500.00 Unrealized
GOOGLE CL C NON-VOTING 0.0%
Value ($000) $6 Shares 13 Est. Cost $500.00 Unrealized
APACHE CORP COMMON 0.0%
Value ($000) $6 Shares 105 Est. Cost $66.67 Unrealized
JACOBS ENGINEERNG GROUP 0.0%
Value ($000) $6 Shares 150 Est. Cost $46.67 Unrealized
SLV I SHARES SILVER TR ETF 0.0%
Value ($000) $6 Shares 430 Est. Cost $13.95 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $6 Shares 134 Est. Cost $41.56 Unrealized +8.9%
MARATHON OIL CORP 0.0%
Value ($000) $6 Shares 251 Est. Cost $27.89 Unrealized
LNG CHENIERE ENERGY INC NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.50 Unrealized +6.3%
TWENTY-FIRST CENTY A 0.0%
Value ($000) $5 Shares 181 Est. Cost $37.84 Unrealized
MICHAEL KORS HLDGS LTD 0.0%
Value ($000) $5 Shares 134 Est. Cost $59.70 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 105 Est. Cost $34.78 Unrealized +16.7%
MID-CON ENERGY PARTNERS 0.0%
Value ($000) $5 Shares 1,025 Est. Cost $4.88 Unrealized
META FACEBOOK INC CLASS A 0.0%
Value ($000) $4 Shares 55 Est. Cost $75.91 Unrealized +6.8%
HMC HONDA MOTOR CO LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $3 Shares 75 Est. Cost $38.58 Unrealized -1.5%
EEM ISHARES MSCI EMRG MK ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
MARKET VCTRS GOLD MN ETF 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.14 Unrealized
CIVEO CORP 0.0%
Value ($000) $2 Shares 800 Est. Cost $3.75 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $2 Shares 30 Est. Cost $100.00 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $2 Shares 86 Est. Cost $24.50 Unrealized +13.6%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $2 Shares 750 Est. Cost $4.00 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $2 Shares 20 Est. Cost $109.42 Unrealized +9.9%
NUVEEN SELECT TAX FREE 2 0.0%
Value ($000) $2 Shares 197 Est. Cost $10.15 Unrealized
KINDER MORGAN WTS 0.0%
Value ($000) $2 Shares 915 Est. Cost $2.19 Unrealized
TALEN ENERGY CORP 0.0%
Value ($000) $2 Shares 118 Est. Cost $16.95 Unrealized
GENERAL MOTORS CO WTS 0.0%
Value ($000) $1 Shares 77 Est. Cost $12.99 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.00 Unrealized
GENERAL MOTORS CO WTS 0.0%
Value ($000) $1 Shares 77 Est. Cost $12.99 Unrealized
ISTR INVESTAR HOLDING CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.63 Unrealized +14.6%
SANDRIDGE ENERGY INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $2.00 Unrealized