Baltimore-Washington Financial Advisors, Inc. Diversified Active

CIK: 0001555486 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 16, 2015

Total Value ($000): $315,022 (100.0% shares, 0.0% debt)

Holdings (304)

AAPL APPLE INC COM 3.1%
Value ($000) $9,869 Shares 89,482 Est. Cost $18.64 Unrealized +41.0%
VCSH VANGUARD SHORT TERM CORP BOND ETF 2.6%
Value ($000) $8,311 Shares 104,276 Est. Cost $79.79 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BND ETF 2.5%
Value ($000) $7,900 Shares 75,146 Est. Cost $105.47 Unrealized
WFC WELLS FARGO & CO COM 2.3%
Value ($000) $7,233 Shares 140,871 Est. Cost $32.42 Unrealized +26.7%
PEP PEPSICO INC COM 2.3%
Value ($000) $7,088 Shares 75,170 Est. Cost $58.29 Unrealized +19.2%
BK BANK OF NEW YORK MELLON CORP COM 2.2%
Value ($000) $6,951 Shares 177,571 Est. Cost $25.14 Unrealized +27.3%
THE BLACKSTONE GROUP LP COM 2.0%
Value ($000) $6,212 Shares 196,164 Est. Cost $32.43 Unrealized
JOHNSON CTLS INC COM 2.0%
Value ($000) $6,204 Shares 150,019 Est. Cost $50.85 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 1.9%
Value ($000) $6,140 Shares 83,092 Est. Cost $41.67 Unrealized +21.0%
EXPRESS SCRIPTS HOLDING CO COM 1.9%
Value ($000) $6,081 Shares 75,120 Est. Cost $73.97 Unrealized
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $5,790 Shares 130,821 Est. Cost $30.25 Unrealized +28.7%
TXN TEXAS INSTRUMENTS INC COM 1.8%
Value ($000) $5,779 Shares 116,711 Est. Cost $30.98 Unrealized +18.6%
HEALTHCARE TRUST OF AMERICA COM CL A 1.8%
Value ($000) $5,625 Shares 229,511 Est. Cost $26.90 Unrealized
VTV VANGUARD CRSP US LARGE CAP VALUE IND ET 1.8%
Value ($000) $5,610 Shares 73,106 Est. Cost $76.75 Unrealized
MMM 3M CO COM 1.8%
Value ($000) $5,551 Shares 39,156 Est. Cost $73.57 Unrealized +19.0%
USB US BANCORP COM (NEW) 1.7%
Value ($000) $5,424 Shares 132,261 Est. Cost $26.71 Unrealized +11.6%
CALM CAL-MAINE FOODS INC COM 1.7%
Value ($000) $5,357 Shares 98,096 Est. Cost $25.01 Unrealized +56.4%
ROK ROCKWELL AUTOMATION INC COM 1.7%
Value ($000) $5,292 Shares 52,153 Est. Cost $87.63 Unrealized +5.5%
POWERSHARES QQQ 1.7%
Value ($000) $5,261 Shares 51,705 Est. Cost $90.77 Unrealized
ST JUDE MED INC COM 1.6%
Value ($000) $5,120 Shares 81,155 Est. Cost $62.56 Unrealized
DOW CHEMICAL COM 1.6%
Value ($000) $5,100 Shares 120,291 Est. Cost $44.50 Unrealized
VV VANGUARD CRSP US LARGE CAP INDEX 1.6%
Value ($000) $5,064 Shares 57,517 Est. Cost $85.08 Unrealized
ARCC ARES CAPITAL CORP COM 1.5%
Value ($000) $4,824 Shares 333,184 Est. Cost $5.63 Unrealized +3.2%
FIAT CHRYSLER AUTOMOBILES NV ORD NL0010877643 1.5%
Value ($000) $4,797 Shares 363,203 Est. Cost $11.73 Unrealized
MKL MARKEL CP COM 1.5%
Value ($000) $4,750 Shares 5,924 Est. Cost $671.89 Unrealized +25.9%
UNITED TECH CORP COM 1.5%
Value ($000) $4,650 Shares 52,253 Est. Cost $113.95 Unrealized
GOOGLE INC N/C 10/05/15 02079K107 1.5%
Value ($000) $4,620 Shares 7,594 Est. Cost $553.68 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 1.4%
Value ($000) $4,515 Shares 136,448 Est. Cost $41.19 Unrealized
PH PARKER HANNIFIN CORP COM 1.4%
Value ($000) $4,497 Shares 46,220 Est. Cost $96.01 Unrealized -4.6%
OAKTREE CAPITAL GROUP LLC UNIT CLASS A 1.4%
Value ($000) $4,452 Shares 89,943 Est. Cost $51.66 Unrealized
COP CONOCOPHILLIPS CORP COM 1.3%
Value ($000) $4,240 Shares 88,413 Est. Cost $48.43 Unrealized -24.0%
OXY OCCIDENTAL PETROLEUM CORP COM 1.3%
Value ($000) $4,229 Shares 63,937 Est. Cost $62.53 Unrealized -17.9%
PAA PLAINS ALL AMERICAN PIPELINE LP UNIT 1.3%
Value ($000) $4,207 Shares 138,489 Est. Cost $49.41 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 1.3%
Value ($000) $4,200 Shares 99,629 Est. Cost $22.27 Unrealized +27.5%
EFA ISHARES MSCI EAFE ETF 1.3%
Value ($000) $4,105 Shares 71,622 Est. Cost $67.06 Unrealized
PSX PHILLIPS 66 COM 1.3%
Value ($000) $4,066 Shares 52,924 Est. Cost $50.62 Unrealized +6.8%
LSAK NET 1 UEPS TECHNOLOGIES INC COM 1.2%
Value ($000) $3,803 Shares 227,194 Est. Cost $10.17 Unrealized +86.9%
GILD GILEAD SCIENCES INC COM 1.2%
Value ($000) $3,790 Shares 38,604 Est. Cost $51.72 Unrealized +49.8%
ABERDEEN ASIA-PAC PRIME INC COM 1.2%
Value ($000) $3,713 Shares 825,304 Est. Cost $5.77 Unrealized
LABORATORY CORP OF AMERICA COM 1.2%
Value ($000) $3,665 Shares 33,792 Est. Cost $93.89 Unrealized
QCOM QUALCOMM INC COM 1.1%
Value ($000) $3,606 Shares 67,122 Est. Cost $51.55 Unrealized -14.4%
PFF ISHARES US PREFERRED STOCK ETF 1.1%
Value ($000) $3,540 Shares 91,727 Est. Cost $39.47 Unrealized
CL COLGATE PALMOLIVE CO COM 1.1%
Value ($000) $3,479 Shares 54,822 Est. Cost $48.63 Unrealized +5.5%
VFC V F CORP COM 1.1%
Value ($000) $3,440 Shares 50,438 Est. Cost $54.61 Unrealized +25.4%
DVY ISHARES SELECT DIVIDEND ETF 1.0%
Value ($000) $3,251 Shares 44,693 Est. Cost $72.31 Unrealized
XLV SELECT SECTOR SPDR TRUST HEALTH CARE SELECT INDEX 1.0%
Value ($000) $3,105 Shares 46,883 Est. Cost $56.98 Unrealized
VO VANGUARD CRSP US MID CAP INDEX 1.0%
Value ($000) $3,082 Shares 26,417 Est. Cost $114.32 Unrealized
VBR VANGUARD CRSP US SMALL CAP VALUE IND ET 0.9%
Value ($000) $2,962 Shares 30,586 Est. Cost $98.84 Unrealized
FFIV F5 NETWORKS INC COM 0.9%
Value ($000) $2,898 Shares 25,033 Est. Cost $85.61 Unrealized +43.0%
O REALTY INCOME CORPORATION COM 0.9%
Value ($000) $2,852 Shares 60,200 Est. Cost $24.42 Unrealized +13.7%
MRK MERCK & CO INC. COM 0.9%
Value ($000) $2,810 Shares 56,909 Est. Cost $32.60 Unrealized +17.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.9%
Value ($000) $2,775 Shares 59,963 Est. Cost $51.75 Unrealized
SYK STRYKER CORP COM 0.9%
Value ($000) $2,730 Shares 29,021 Est. Cost $63.06 Unrealized +39.4%
STT STATE STREET CORP COM 0.9%
Value ($000) $2,704 Shares 40,243 Est. Cost $50.59 Unrealized +9.3%
NIC INC COM 0.8%
Value ($000) $2,632 Shares 148,670 Est. Cost $24.51 Unrealized
RPX CORP COM 0.8%
Value ($000) $2,577 Shares 187,888 Est. Cost $16.86 Unrealized
SOLAR WINDS COM 0.8%
Value ($000) $2,559 Shares 65,229 Est. Cost $42.17 Unrealized
MPC MARATHON PETE CORP COM 0.8%
Value ($000) $2,530 Shares 54,619 Est. Cost $31.87 Unrealized +16.7%
GNTX GENTEX CORP COM 0.8%
Value ($000) $2,482 Shares 160,183 Est. Cost $15.80 Unrealized +0.6%
D DOMINION RESOURCES INC COM 0.8%
Value ($000) $2,451 Shares 34,836 Est. Cost $38.70 Unrealized +16.1%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $2,418 Shares 25,904 Est. Cost $72.52 Unrealized -0.1%
CELGENE CORP COM 0.7%
Value ($000) $2,332 Shares 21,566 Est. Cost $115.31 Unrealized
ARISTA NETWORKS INC COM 0.7%
Value ($000) $2,287 Shares 37,380 Est. Cost $62.60 Unrealized
GOOGLE INC N/C 10/5/15 02079K305 0.7%
Value ($000) $2,202 Shares 3,450 Est. Cost $1086.30 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.7%
Value ($000) $2,156 Shares 16,096 Est. Cost $141.17 Unrealized
HP HELMERICH & PAYNE INC COM 0.7%
Value ($000) $2,098 Shares 44,401 Est. Cost $74.03 Unrealized -23.5%
SPH SUBURBAN PROPANE PARTNERS LP COM 0.7%
Value ($000) $2,084 Shares 63,415 Est. Cost $46.06 Unrealized
IEV ISHARES EUROPE ETF 0.6%
Value ($000) $1,982 Shares 49,801 Est. Cost $45.99 Unrealized
ANIK ANIKA THERAPEUTICS INC COM 0.6%
Value ($000) $1,945 Shares 61,131 Est. Cost $35.25 Unrealized -1.1%
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $1,828 Shares 24,850 Est. Cost $74.74 Unrealized
PYPL PAYPAL HLDGS INC COM 0.6%
Value ($000) $1,814 Shares 58,455 Est. Cost $35.85 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION COM 0.5%
Value ($000) $1,602 Shares 21,557 Est. Cost $56.06 Unrealized -12.4%
EBAY EBAY INC COM 0.4%
Value ($000) $1,327 Shares 54,300 Est. Cost $21.00 Unrealized +14.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.3%
Value ($000) $1,083 Shares 6,967 Est. Cost $150.35 Unrealized
SDY SPDR S&P HI YLD DIV ARISTOCRATS IDX 0.3%
Value ($000) $1,044 Shares 14,471 Est. Cost $76.10 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.3%
Value ($000) $890 Shares 8,124 Est. Cost $106.65 Unrealized
RWX SPDR DJ WILSHRE INTL REAL ESTATE 0.2%
Value ($000) $725 Shares 18,430 Est. Cost $41.50 Unrealized
RWR SPDR DOW JONES REIT EFT 0.2%
Value ($000) $722 Shares 8,386 Est. Cost $90.15 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $685 Shares 10,217 Est. Cost $69.97 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $575 Shares 9,189 Est. Cost $67.83 Unrealized
MARKET VECTORS EMRGING LOCAL CURRENCY BND ETF 0.2%
Value ($000) $541 Shares 31,218 Est. Cost $22.13 Unrealized
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $505 Shares 4,571 Est. Cost $110.77 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.1%
Value ($000) $466 Shares 5,036 Est. Cost $79.43 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $461 Shares 4,327 Est. Cost $111.84 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $443 Shares 4,925 Est. Cost $85.19 Unrealized
CURRENCY SHARES AUS DOLLAR TRUST 0.1%
Value ($000) $410 Shares 5,850 Est. Cost $88.53 Unrealized
PG PROCTER GAMBLE CO COM 0.1%
Value ($000) $400 Shares 5,564 Est. Cost $58.01 Unrealized -2.9%
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $344 Shares 11,250 Est. Cost $18.18 Unrealized +22.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $341 Shares 3,460 Est. Cost $102.91 Unrealized
BSV VANGUARD SHORT TERM BOND FUND 0.1%
Value ($000) $335 Shares 4,173 Est. Cost $80.05 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $316 Shares 1,271 Est. Cost $246.00 Unrealized
SJM SMUCKER J M CO COM 0.1%
Value ($000) $221 Shares 1,945 Est. Cost $74.55 Unrealized +9.6%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $210 Shares 1,387 Est. Cost $88.81 Unrealized +68.3%
ACN ACCENTURE LTD ORD 0.1%
Value ($000) $196 Shares 2,000 Est. Cost $61.54 Unrealized +36.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $187 Shares 1,440 Est. Cost $115.63 Unrealized +18.5%
LIBERTY INTERACTIVE CORP QVC GRP SER A COM 0.1%
Value ($000) $181 Shares 6,918 Est. Cost $29.27 Unrealized
CSL CARLISLE COS INC COM 0.1%
Value ($000) $174 Shares 2,000 Est. Cost $63.12 Unrealized +38.8%
DOV DOVER CORP COM 0.1%
Value ($000) $171 Shares 3,000 Est. Cost $49.28 Unrealized -14.4%
EWX SPDR EMERGING SMALL CAP 0.1%
Value ($000) $169 Shares 4,571 Est. Cost $44.53 Unrealized
INDY ISHARES INDIA 50 ETF 0.1%
Value ($000) $161 Shares 5,775 Est. Cost $27.14 Unrealized
T AT&T INC COM 0.1%
Value ($000) $160 Shares 4,918 Est. Cost $11.22 Unrealized +9.3%
LINKEDIN CORPORATION COM 0.0%
Value ($000) $150 Shares 790 Est. Cost $189.87 Unrealized
HESS CORPORATION COM 0.0%
Value ($000) $145 Shares 2,915 Est. Cost $90.69 Unrealized
ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $144 Shares 14,235 Est. Cost $13.16 Unrealized
VNQ VANGUARD REIT ETF INDEX 0.0%
Value ($000) $123 Shares 1,630 Est. Cost $83.16 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $119 Shares 1,400 Est. Cost $29.72 Unrealized +21.2%
HOWARD HUGHES CORP COM 0.0%
Value ($000) $114 Shares 1,000 Est. Cost $139.00 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $108 Shares 3,452 Est. Cost $17.69 Unrealized +16.5%
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $30.53 Unrealized +16.1%
POWERSHARES FTSE RAFI US 1000 PORTFOLIO 0.0%
Value ($000) $91 Shares 1,100 Est. Cost $82.73 Unrealized
ARW ARROW ELECTRONIC INC COM 0.0%
Value ($000) $82 Shares 1,500 Est. Cost $50.81 Unrealized +9.3%
MARKET VECTORS SHORT MUNI INDEX 0.0%
Value ($000) $82 Shares 4,700 Est. Cost $17.55 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM 0.0%
Value ($000) $81 Shares 6,200 Est. Cost $12.74 Unrealized
MTB M & T BANK CORPORATION COM 0.0%
Value ($000) $81 Shares 669 Est. Cost $82.67 Unrealized +12.8%
LIBERTY MEDIA CORP DELAWARE COM 0.0%
Value ($000) $76 Shares 2,233 Est. Cost $46.63 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $72 Shares 1,850 Est. Cost $24.59 Unrealized +18.2%
CMCSA COMCAST CORP COM CL A 0.0%
Value ($000) $70 Shares 1,246 Est. Cost $22.43 Unrealized +4.1%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $69 Shares 328 Est. Cost $115.58 Unrealized +17.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $64 Shares 728 Est. Cost $76.70 Unrealized -5.9%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $63 Shares 2,531 Est. Cost $25.47 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI BND ETF 0.0%
Value ($000) $62 Shares 570 Est. Cost $108.59 Unrealized
COLONY CAPITAL INC REIT 0.0%
Value ($000) $58 Shares 3,000 Est. Cost $21.75 Unrealized
MAR MARRIOTT INTERNATIONAL INC CLASS A NEW 0.0%
Value ($000) $54 Shares 806 Est. Cost $45.89 Unrealized +42.4%
BWX SPDR BARCLAYS INTERN TREASURY BD ET 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $53.00 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $52 Shares 300 Est. Cost $190.00 Unrealized
PHH CORP COM 0.0%
Value ($000) $52 Shares 3,750 Est. Cost $23.90 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $56.00 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $50 Shares 294 Est. Cost $17.69 Unrealized +8.3%
GLD SPDR GOLD TR GOLD SHS ETF 0.0%
Value ($000) $47 Shares 445 Est. Cost $120.42 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $45 Shares 1,144 Est. Cost $27.73 Unrealized +4.0%
PNC PNC FINL CORP COM 0.0%
Value ($000) $44 Shares 500 Est. Cost $58.00 Unrealized +16.7%
PIMCO MUNI INCOME FUND CLOSED-END FUND 0.0%
Value ($000) $43 Shares 3,058 Est. Cost $12.10 Unrealized
STARZ SERIES A COM 0.0%
Value ($000) $42 Shares 1,132 Est. Cost $29.90 Unrealized
IBM INTL BUSINESS MACHINES COM 0.0%
Value ($000) $41 Shares 287 Est. Cost $106.40 Unrealized -10.4%
HD HOME DEPOT INC COM 0.0%
Value ($000) $40 Shares 350 Est. Cost $59.86 Unrealized +51.1%
WESTERN ASSET INTERMEDIATE MUN CLOSED END FUND 0.0%
Value ($000) $40 Shares 4,145 Est. Cost $9.17 Unrealized
LIBERTY MEDIA CORP DELAWARE CLASS A 0.0%
Value ($000) $39 Shares 1,116 Est. Cost $140.79 Unrealized
LIBERTY INTERACTIVE CORP VENTURES SERIES A 0.0%
Value ($000) $39 Shares 979 Est. Cost $37.30 Unrealized
BROADCOM CORP COM CL A 0.0%
Value ($000) $38 Shares 751 Est. Cost $50.60 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $38 Shares 800 Est. Cost $44.77 Unrealized +3.0%
EATON VANCE MUN BOND CLOSED END FUND 0.0%
Value ($000) $37 Shares 2,978 Est. Cost $11.42 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $37 Shares 1,040 Est. Cost $30.45 Unrealized +8.1%
LBRDK LIBERTY BROADBAND CORP COM CL C 0.0%
Value ($000) $37 Shares 725 Est. Cost $46.45 Unrealized +7.6%
BAC BANK OF AMERICA CORP COM 0.0%
Value ($000) $36 Shares 2,355 Est. Cost $13.45 Unrealized 0.0%
NIMBLE STORAGE INC COM 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $24.00 Unrealized
AKAM AKAMAI TECHNOLOGIES COM 0.0%
Value ($000) $34 Shares 500 Est. Cost $72.12 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $34 Shares 456 Est. Cost $53.47 Unrealized -0.9%
TM TOYOTA MOTOR CORP ADR (2 COM) 0.0%
Value ($000) $32 Shares 277 Est. Cost $115.52 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $31 Shares 700 Est. Cost $25.97 Unrealized +9.1%
CEDAR FAIR L P DEPOSITRY UNIT 0.0%
Value ($000) $31 Shares 600 Est. Cost $49.33 Unrealized
DIS WALT DISNEY CO COM 0.0%
Value ($000) $30 Shares 300 Est. Cost $61.69 Unrealized +61.7%
MAGELLAN MIDSTREAM PARTNERS COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $76.00 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $29 Shares 976 Est. Cost $24.87 Unrealized -9.0%
HON HONEYWELL INTERNATIONAL INC COM 0.0%
Value ($000) $28 Shares 300 Est. Cost $72.86 Unrealized +0.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $28 Shares 500 Est. Cost $47.18 Unrealized 0.0%
MKC/V MCCORMICK & CO INC VTG COM 0.0%
Value ($000) $28 Shares 350 Est. Cost $26.93 Unrealized +23.7%
WYNDHAM WORLDWIDE CORP COM 0.0%
Value ($000) $28 Shares 396 Est. Cost $74.59 Unrealized
KN KNOWLES CORP COM 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $30.49 Unrealized -43.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $27 Shares 200 Est. Cost $136.40 Unrealized
CVX CHEVRON CORP COM 0.0%
Value ($000) $25 Shares 325 Est. Cost $66.90 Unrealized -19.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $24 Shares 328 Est. Cost $73.17 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $24 Shares 690 Est. Cost $34.78 Unrealized
ROCKWELL COLLINS COM 0.0%
Value ($000) $24 Shares 304 Est. Cost $78.82 Unrealized
EXC EXELON CORPORATION COM 0.0%
Value ($000) $23 Shares 783 Est. Cost $16.75 Unrealized -7.1%
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $23 Shares 345 Est. Cost $57.99 Unrealized -1.7%
VZ VERIZON COMMUNICATIONS COM 0.0%
Value ($000) $22 Shares 521 Est. Cost $27.01 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $22 Shares 404 Est. Cost $36.17 Unrealized +25.3%
QTWO Q2 HLDGS INC COM 0.0%
Value ($000) $21 Shares 860 Est. Cost $27.67 Unrealized 0.0%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $21 Shares 770 Est. Cost $27.27 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $54.58 Unrealized -6.6%
GME GAMESTOP CORP COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $7.01 Unrealized +20.3%
PANERA BREAD CO CL A 0.0%
Value ($000) $19 Shares 100 Est. Cost $172.73 Unrealized
EGBN EAGLE BANCORP INC (MD) COM 0.0%
Value ($000) $17 Shares 385 Est. Cost $23.04 Unrealized +48.9%
EGSHARES EMERGING MARKETS CONSUMER 0.0%
Value ($000) $17 Shares 800 Est. Cost $25.00 Unrealized
RETAIL OPPORTUNITY INVST CORP COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $55.19 Unrealized +27.7%
HANCOCK JOHN INVS TR COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $19.00 Unrealized
TEEKAY OFFSHORE PARTNERS COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $33.00 Unrealized
LBRDA LIBERTY BROADBAND CORP COM CL A 0.0%
Value ($000) $14 Shares 278 Est. Cost $46.28 Unrealized +9.5%
BHP BHP BILLITON LIMITED ADR 0.0%
Value ($000) $14 Shares 450 Est. Cost $68.89 Unrealized
L-3 COMMUNICATIONS CORP COM 0.0%
Value ($000) $13 Shares 130 Est. Cost $116.15 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $13 Shares 120 Est. Cost $101.20 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET ETF S&P COMPL 0.0%
Value ($000) $13 Shares 163 Est. Cost $79.75 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $12 Shares 118 Est. Cost $115.35 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $12 Shares 250 Est. Cost $52.00 Unrealized
PLD PROLOGIS COM 0.0%
Value ($000) $12 Shares 325 Est. Cost $26.75 Unrealized +7.7%
XLE SELECT SECTOR SPDR TRUST ENERGY SELECT INDEX 0.0%
Value ($000) $11 Shares 195 Est. Cost $56.41 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $11 Shares 206 Est. Cost $56.42 Unrealized 0.0%
DAL DELTA AIR LINES INC COM 0.0%
Value ($000) $11 Shares 255 Est. Cost $39.55 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $11 Shares 155 Est. Cost $54.61 Unrealized +14.1%
COMCAST CORP SPECIAL CL A 0.0%
Value ($000) $10 Shares 190 Est. Cost $52.63 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $10 Shares 115 Est. Cost $91.84 Unrealized
ALLERGAN PLC COM 0.0%
Value ($000) $10 Shares 37 Est. Cost $270.27 Unrealized
HEDJ WISDOMTREE TRUST EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $10 Shares 200 Est. Cost $66.26 Unrealized
F FORD MOTOR COM 0.0%
Value ($000) $10 Shares 750 Est. Cost $8.93 Unrealized -8.8%
DE DEERE & CO COM 0.0%
Value ($000) $10 Shares 136 Est. Cost $73.36 Unrealized 0.0%
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $10 Shares 392 Est. Cost $19.31 Unrealized 0.0%
PRECISION CASTPARTS CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $250.00 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $9 Shares 76 Est. Cost $112.43 Unrealized +9.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $101.03 Unrealized
BAX BAXTER INTERNATIONAL INC CM 0.0%
Value ($000) $9 Shares 300 Est. Cost $32.29 Unrealized -0.7%
BAXALTA INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $9 Shares 204 Est. Cost $38.22 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.80 Unrealized
NEWCASTLE INVESTMENT CORP COM 0.0%
Value ($000) $9 Shares 2,066 Est. Cost $4.60 Unrealized
MSI MOTOROLA INC COM 0.0%
Value ($000) $9 Shares 142 Est. Cost $53.42 Unrealized 0.0%
AES TRUST III PFD 6.75% CONV/CALL 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.00 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $8 Shares 154 Est. Cost $17.12 Unrealized +57.7%
TAP MOLSON COORS BREWING CL B 0.0%
Value ($000) $8 Shares 104 Est. Cost $56.57 Unrealized -0.6%
SEAGATE TECHNOLOGY ORD 0.0%
Value ($000) $8 Shares 181 Est. Cost $44.20 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $92.93 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $8 Shares 128 Est. Cost $58.92 Unrealized 0.0%
FMC TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 290 Est. Cost $27.59 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $8 Shares 136 Est. Cost $59.11 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $330.23 Unrealized 0.0%
CALPINE INC COM 0.0%
Value ($000) $7 Shares 490 Est. Cost $20.41 Unrealized
BOX BOX INC COM CL A 0.0%
Value ($000) $7 Shares 625 Est. Cost $14.89 Unrealized 0.0%
ALCOA INC COM 0.0%
Value ($000) $7 Shares 781 Est. Cost $8.96 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $39.58 Unrealized +38.6%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $7 Shares 421 Est. Cost $21.81 Unrealized 0.0%
URI UNITED RENTALS CV COM 0.0%
Value ($000) $7 Shares 118 Est. Cost $67.22 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM 0.0%
Value ($000) $7 Shares 73 Est. Cost $74.28 Unrealized +4.7%
ETR ENTERGY CORP CM 0.0%
Value ($000) $6 Shares 100 Est. Cost $26.67 Unrealized -15.5%
EWZ ISHARES MSCI BRAZIL CAPPED ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $44.70 Unrealized
ANADARKO PETROL CORP COM 0.0%
Value ($000) $6 Shares 104 Est. Cost $57.69 Unrealized
FXH FIRST TRUST ISE HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
TE CONNECTIVITY LTD COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $4 Shares 240 Est. Cost $16.67 Unrealized
DUNKIN BRANDS GROUP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
DIREXION SHS DAILY S&P 500 BULL 1.25X ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.00 Unrealized
SANDISK CORP COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $128.47 Unrealized 0.0%
WEATHERFORD INTERNATIONAL PLC ORD 0.0%
Value ($000) $4 Shares 485 Est. Cost $8.25 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $99.79 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $58.94 Unrealized -3.4%
ADSK AUTODESK INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $50.19 Unrealized 0.0%
JPM JP MORGAN CHASE & CO COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $41.83 Unrealized +18.6%
ISIS PHARMACEUTICALS COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $36.59 Unrealized
DGRO ISHARES TRUST CORE DIV GROWTH ETF 0.0%
Value ($000) $3 Shares 125 Est. Cost $28.80 Unrealized
CITRIX SYSTEMS INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
CABLEVISION SYSTEMS CORP COM NY GRP-A 0.0%
Value ($000) $3 Shares 104 Est. Cost $28.85 Unrealized
INOVALON HOLDINGS INC CL A 0.0%
Value ($000) $3 Shares 170 Est. Cost $29.41 Unrealized
TYCO INTL LTD COM 0.0%
Value ($000) $3 Shares 94 Est. Cost $31.91 Unrealized
PMC-SIERRA INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.46 Unrealized
VYX NCR CORP COM 0.0%
Value ($000) $3 Shares 170 Est. Cost $18.02 Unrealized -7.6%
MYLAN N V COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $60.61 Unrealized
NXPI NXP SEMICONDUCTOR NV COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $91.13 Unrealized -12.1%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
AXP AMERICAN EXPRESS CO CM 0.0%
Value ($000) $2 Shares 31 Est. Cost $69.17 Unrealized -4.2%
KINDER MORGAN INC WARRANT 0.0%
Value ($000) $2 Shares 2,500 Est. Cost $3.45 Unrealized
BRX BRIXMOR PROPERTY GROUP INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
CREE INC COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
LEVEL 3 COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
KRISPY KREME DOUGHNUTS COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
NATIONAL OILWELL VARCO INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $79.35 Unrealized
AMCX AMC NETWORKS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $77.23 Unrealized 0.0%
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 97 Est. Cost $10.31 Unrealized
SOCL GLOBAL X FUNDS FDS SOCIAL MED ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
IMMUNOGEN INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $9.43 Unrealized
TWITTER INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $50.00 Unrealized
THE ADT CORPORATION COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
DLB DOLBY LABORATORIES INC COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $29.71 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC COM 0.0%
Value ($000) $1 Shares 120 Est. Cost $10.82 Unrealized 0.0%
DISCOVER COMMUNICATIONS INC CLASS A COMMON 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.83 Unrealized
DIREXION SHARES TRUST ENERGY BULL 3X SHARES 0.0%
Value ($000) $1 Shares 75 Est. Cost $53.33 Unrealized
FLR FLUOR CORP COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $42.46 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $158.88 Unrealized 0.0%
RAYTHEON CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
QUANTUM FUEL SYSTEMS TEC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
PNR PENTAIR PLC ORD 0.0%
Value ($000) $0 Shares 16 Est. Cost $33.02 Unrealized 0.0%
STARWOOD HOTELS & RESORTS COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
HST HOST HOTELS AND RESORTS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $13.10 Unrealized -6.3%
TDC TERADATA CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.05 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $31.27 Unrealized +18.3%
HARRIS CORP DEL COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GPRO GOPRO INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $47.16 Unrealized +4.3%
GM GENERAL MOTORS COMPANY COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.16 Unrealized 0.0%
META FACEBOOK INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $91.13 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $0 Shares 117 Est. Cost $5.23 Unrealized 0.0%
V VISA INC CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.38 Unrealized 0.0%
VVX VECTRUS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.36 Unrealized -4.5%
ALCATEL LUCENT SPONSORED ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
MVIS MICROVISION COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $1.75 Unrealized +74.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.52 Unrealized 0.0%
AMZN AMAZON.COM INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.28 Unrealized 0.0%
NFLX NETFLIX.COM INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.74 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.24 Unrealized 0.0%
DNOW NOW INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $17.42 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.59 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $31.81 Unrealized -7.1%
MA MASTERCARD INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $88.30 Unrealized 0.0%
MARTHA STEWART LIVING CL A 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
MTRN MATERION CORPORATION COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.01 Unrealized +10.0%
BMY BRISTOL-MYERS SQUIBB CM 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.54 Unrealized 0.0%
CORRECTIONS CORP OF AMERICA COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
C CITIGROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.76 Unrealized 0.0%
CSCO CISCO SYSTEMS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $19.57 Unrealized 0.0%
CIVEO CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
BROADVISION INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
IEMG ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
CMTL COMTECH TELECOMMUNICATIONS COR COM 0.0%
Value ($000) $0 Shares 22 Est. Cost $23.85 Unrealized -8.4%