Summit Financial Wealth Advisors, LLC Diversified Active

CIK: 0001632283 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 19, 2015

Total Value ($000): $154,700 (100.0% shares, 0.0% debt)

Holdings (218)

SDOG ALPS SECTOR DIVIDEND ETF 8.3%
Value ($000) $12,911 Shares 381,213 Est. Cost $38.09 Unrealized
FEX FIRST TRUST LARGE CAPETF 7.5%
Value ($000) $11,664 Shares 278,910 Est. Cost $42.68 Unrealized
VTI VANGUARD TOTL STK MK ETF 4.6%
Value ($000) $7,057 Shares 71,495 Est. Cost $103.74 Unrealized
UNH UNITEDHEALTH GROUP 3.8%
Value ($000) $5,843 Shares 50,372 Est. Cost $79.25 Unrealized +27.7%
JOHNSON CONTROLS INC 3.6%
Value ($000) $5,497 Shares 132,915 Est. Cost $48.34 Unrealized
MMM 3M CO 3.4%
Value ($000) $5,234 Shares 36,925 Est. Cost $89.59 Unrealized -2.3%
PEP PEPSICO INCORPORATED 3.0%
Value ($000) $4,627 Shares 49,070 Est. Cost $68.61 Unrealized +1.3%
GOVERNMENT PROPERTIES 3.0%
Value ($000) $4,570 Shares 285,650 Est. Cost $20.52 Unrealized
SYY SYSCO CORPORATION 2.9%
Value ($000) $4,410 Shares 113,175 Est. Cost $28.87 Unrealized +0.7%
ALL ALLSTATE CORP 2.8%
Value ($000) $4,330 Shares 74,358 Est. Cost $51.69 Unrealized -3.7%
T AT T INC 2.7%
Value ($000) $4,209 Shares 129,205 Est. Cost $11.81 Unrealized +3.9%
BK BANK NEW YORK MELLON 2.7%
Value ($000) $4,108 Shares 104,935 Est. Cost $29.85 Unrealized +7.2%
MDIV FT VI MULTI ASSET ETF 2.5%
Value ($000) $3,793 Shares 206,390 Est. Cost $20.95 Unrealized
VZ VERIZON COMMUNICATIONS 2.4%
Value ($000) $3,721 Shares 85,538 Est. Cost $27.66 Unrealized -2.3%
ITW ILL TOOL WORKS INC 2.4%
Value ($000) $3,713 Shares 45,115 Est. Cost $70.08 Unrealized -2.5%
QCOM QUALCOMM INC 1.8%
Value ($000) $2,842 Shares 52,905 Est. Cost $44.41 Unrealized -0.6%
ABBV ABBVIE INC 1.7%
Value ($000) $2,651 Shares 48,740 Est. Cost $40.30 Unrealized +5.5%
PFF ISHS U.S. PREFRD STK ETF 1.6%
Value ($000) $2,443 Shares 63,295 Est. Cost $39.46 Unrealized
BMY BRISTOL MYERS SQUIBB 1.5%
Value ($000) $2,313 Shares 39,075 Est. Cost $38.91 Unrealized +14.5%
CLX CLOROX COMPANY 1.5%
Value ($000) $2,252 Shares 19,495 Est. Cost $73.11 Unrealized +14.7%
BAX BAXTER INTERNATIONAL INC 1.4%
Value ($000) $2,220 Shares 67,595 Est. Cost $32.27 Unrealized -0.6%
KMB KIMBERLY-CLARK CORP 1.4%
Value ($000) $2,117 Shares 19,417 Est. Cost $76.17 Unrealized +1.6%
INTC INTEL CORP 1.4%
Value ($000) $2,103 Shares 69,793 Est. Cost $26.46 Unrealized -14.5%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $2,073 Shares 26,135 Est. Cost $48.82 Unrealized +0.2%
CINF CINCINNATI FINANCIAL CO 1.3%
Value ($000) $2,056 Shares 38,220 Est. Cost $36.55 Unrealized +10.0%
GENERAL ELECTRIC COMPANY 1.3%
Value ($000) $2,019 Shares 80,085 Est. Cost $25.39 Unrealized
WMT WAL-MART STORES INC 1.2%
Value ($000) $1,864 Shares 28,752 Est. Cost $21.69 Unrealized -12.8%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $1,855 Shares 23,522 Est. Cost $68.16 Unrealized -21.0%
NUVEEN MUNICIPAL VALUE F 1.2%
Value ($000) $1,854 Shares 189,080 Est. Cost $9.64 Unrealized
GRMN GARMIN LTD 1.2%
Value ($000) $1,813 Shares 50,547 Est. Cost $38.69 Unrealized -23.9%
POWERSHARES S P 500 ETF 1.1%
Value ($000) $1,764 Shares 56,070 Est. Cost $31.46 Unrealized
TEMPLETON EMERG MKTS INC 1.1%
Value ($000) $1,629 Shares 168,147 Est. Cost $10.71 Unrealized
SO SOUTHERN COMPANY 1.0%
Value ($000) $1,598 Shares 35,768 Est. Cost $29.49 Unrealized -3.9%
ROYAL BK SCOTLAND 7.25% 1.0%
Value ($000) $1,522 Shares 60,050 Est. Cost $25.39 Unrealized
INVESCO MUN OPPTY TRUST 0.9%
Value ($000) $1,455 Shares 115,675 Est. Cost $12.26 Unrealized
EATON VANCE TAX ADVANTGD 0.9%
Value ($000) $1,388 Shares 75,525 Est. Cost $19.77 Unrealized
DU PNT EI DE NEMOURS CO 0.8%
Value ($000) $1,206 Shares 25,025 Est. Cost $70.34 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.6%
Value ($000) $941 Shares 8,620 Est. Cost $111.93 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $911 Shares 8,264 Est. Cost $24.87 Unrealized +5.7%
WSTRN ASST MUNI FUND INC 0.6%
Value ($000) $877 Shares 88,706 Est. Cost $9.72 Unrealized
DEUTSCHE MUNCIPAL INCOME 0.5%
Value ($000) $775 Shares 59,300 Est. Cost $12.74 Unrealized
VCSH VANGUARD SHRT TRM CP ETF 0.5%
Value ($000) $749 Shares 9,400 Est. Cost $79.57 Unrealized
NOBL PROSHARES S P 500 ETF 0.5%
Value ($000) $743 Shares 15,980 Est. Cost $47.38 Unrealized
XLK TECHNOLOGY SECTOR SP ETF 0.5%
Value ($000) $715 Shares 18,105 Est. Cost $40.99 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $707 Shares 14,743 Est. Cost $48.65 Unrealized -24.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $683 Shares 9,199 Est. Cost $57.00 Unrealized -13.9%
NUVEEN PREM INC MUNI 4 0.4%
Value ($000) $656 Shares 50,331 Est. Cost $13.07 Unrealized
EATON VANCE LTD DURATION 0.4%
Value ($000) $630 Shares 49,700 Est. Cost $13.46 Unrealized
ROYAL BNK SCTLND PFD6.6% 0.4%
Value ($000) $601 Shares 24,025 Est. Cost $24.93 Unrealized
FLO FLOWERS FOODS INC 0.4%
Value ($000) $593 Shares 24,000 Est. Cost $12.39 Unrealized +22.6%
IBERIABANK CORP 0.4%
Value ($000) $582 Shares 10,003 Est. Cost $64.71 Unrealized
HAL HALLIBURTON COMPANY 0.4%
Value ($000) $577 Shares 16,345 Est. Cost $39.28 Unrealized -18.1%
XLF SELECT FINANCIAL ETF 0.3%
Value ($000) $538 Shares 23,775 Est. Cost $24.67 Unrealized
F FORD MOTOR COMPANY 0.3%
Value ($000) $529 Shares 39,041 Est. Cost $8.19 Unrealized -0.6%
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $498 Shares 17,300 Est. Cost $29.16 Unrealized
NUVEEN AMT-FREE MUNI FD 0.3%
Value ($000) $486 Shares 37,300 Est. Cost $12.82 Unrealized
PFE PFIZER INCORPORATED 0.3%
Value ($000) $456 Shares 14,537 Est. Cost $18.15 Unrealized +13.5%
ROYAL BK SCOTLAND 5.75% 0.3%
Value ($000) $452 Shares 18,650 Est. Cost $24.20 Unrealized
MUB ISHS NATL A/F MUN BD ETF 0.3%
Value ($000) $438 Shares 4,000 Est. Cost $109.50 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $398 Shares 9,000 Est. Cost $39.84 Unrealized -2.3%
POWERSHARES QQQ SER1 ETF 0.3%
Value ($000) $397 Shares 3,907 Est. Cost $103.24 Unrealized
MAINSTAY DEFINEDTERM MUN 0.2%
Value ($000) $386 Shares 21,800 Est. Cost $17.25 Unrealized
BDX BECTON DICKINSON CO 0.2%
Value ($000) $384 Shares 2,900 Est. Cost $107.84 Unrealized +10.6%
INVESCO TR INVT GRD MUNS 0.2%
Value ($000) $377 Shares 29,200 Est. Cost $12.68 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $347 Shares 5,040 Est. Cost $65.25 Unrealized -9.7%
MO ALTRIA GROUP INC 0.2%
Value ($000) $297 Shares 5,465 Est. Cost $24.05 Unrealized +12.3%
USB US BANCORP NEW 0.2%
Value ($000) $290 Shares 7,087 Est. Cost $29.16 Unrealized +2.2%
DVY ISHARES SELECT DIV ETF 0.2%
Value ($000) $287 Shares 3,950 Est. Cost $79.40 Unrealized
HBCP HOME BANCORP INC 0.2%
Value ($000) $283 Shares 11,000 Est. Cost $17.51 Unrealized +12.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $248 Shares 9,465 Est. Cost $18.98 Unrealized +3.1%
JNJ JOHNSON JOHNSON 0.2%
Value ($000) $235 Shares 2,525 Est. Cost $72.98 Unrealized -0.7%
ROYAL DUTCH SHELL ADR B 0.1%
Value ($000) $231 Shares 4,875 Est. Cost $66.93 Unrealized
JPM JPMORGAN CHASE CO 0.1%
Value ($000) $223 Shares 3,673 Est. Cost $45.32 Unrealized +9.5%
IBM INTL BUSINESS MACH CORP 0.1%
Value ($000) $218 Shares 1,510 Est. Cost $100.47 Unrealized -5.1%
UAL UNITED CONTL HLDGS INC 0.1%
Value ($000) $212 Shares 4,000 Est. Cost $56.42 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $203 Shares 2,025 Est. Cost $104.36 Unrealized
MKC MC CORMICK CO INC 0.1%
Value ($000) $199 Shares 2,430 Est. Cost $28.93 Unrealized +15.3%
XLV HEALTH CARE SECTOR SPDR 0.1%
Value ($000) $198 Shares 3,004 Est. Cost $68.35 Unrealized
BLACKROCK MUN TGT TERM 0.1%
Value ($000) $193 Shares 9,500 Est. Cost $20.25 Unrealized
UAA UNDER ARMOUR INC CLASS A 0.1%
Value ($000) $181 Shares 1,880 Est. Cost $33.70 Unrealized +41.0%
XLY CONSUMR DISC SECTOR SPDR 0.1%
Value ($000) $181 Shares 2,450 Est. Cost $72.15 Unrealized
PG PROCTER GAMBLE CO 0.1%
Value ($000) $180 Shares 2,515 Est. Cost $62.38 Unrealized -9.7%
UPS UNITED PARCEL SERVICE-B 0.1%
Value ($000) $177 Shares 1,800 Est. Cost $70.93 Unrealized -4.4%
INVSC ADV MUN INCM TR II 0.1%
Value ($000) $164 Shares 14,456 Est. Cost $10.95 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $161 Shares 2,320 Est. Cost $66.05 Unrealized +0.5%
XLE ENERGY SECTOR SPDR ETF 0.1%
Value ($000) $155 Shares 2,534 Est. Cost $79.32 Unrealized
WEST ASST EMRG MKTS DEB 0.1%
Value ($000) $151 Shares 11,350 Est. Cost $14.90 Unrealized
XLU UTILITIES SECTOR SPDR 0.1%
Value ($000) $146 Shares 3,375 Est. Cost $45.50 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $146 Shares 3,500 Est. Cost $28.41 Unrealized +19.8%
ADP AUTOMATIC DATA PROCESSIN 0.1%
Value ($000) $140 Shares 1,750 Est. Cost $63.52 Unrealized +0.6%
XBI SPDR S P BIOTECH ETF 0.1%
Value ($000) $140 Shares 2,250 Est. Cost $76.20 Unrealized
MRK MERCK CO INC NEW 0.1%
Value ($000) $136 Shares 2,770 Est. Cost $39.35 Unrealized -2.4%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $121 Shares 1,136 Est. Cost $112.51 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $120 Shares 2,070 Est. Cost $22.70 Unrealized +4.4%
CMI CUMMINS INC 0.1%
Value ($000) $108 Shares 996 Est. Cost $101.24 Unrealized -8.2%
GLAXOSMITHKLINE PLC-ADR 0.1%
Value ($000) $107 Shares 2,793 Est. Cost $42.61 Unrealized
GME GAMESTOP CORP CLASS A 0.1%
Value ($000) $102 Shares 2,486 Est. Cost $7.01 Unrealized +20.3%
LMP CORPORATE LN FD INC 0.1%
Value ($000) $102 Shares 10,000 Est. Cost $11.03 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $97 Shares 587 Est. Cost $114.24 Unrealized +24.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $96 Shares 998 Est. Cost $64.44 Unrealized +20.7%
VIACOM INC CL B 0.1%
Value ($000) $96 Shares 2,238 Est. Cost $49.37 Unrealized
NUVEEN PERFORM PLUS MUNI 0.1%
Value ($000) $92 Shares 6,500 Est. Cost $14.00 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $90 Shares 1,480 Est. Cost $50.52 Unrealized +12.5%
TGT TARGET CORP 0.1%
Value ($000) $87 Shares 1,118 Est. Cost $48.59 Unrealized +20.7%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $84 Shares 953 Est. Cost $85.44 Unrealized -15.5%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $76 Shares 416 Est. Cost $186.87 Unrealized +4.7%
CA INC 0.0%
Value ($000) $76 Shares 2,800 Est. Cost $30.36 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $73 Shares 4,000 Est. Cost $20.52 Unrealized -8.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $71 Shares 1,258 Est. Cost $43.44 Unrealized +4.3%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $66 Shares 750 Est. Cost $115.16 Unrealized
VEREIT INC 0.0%
Value ($000) $65 Shares 8,540 Est. Cost $7.61 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $64 Shares 2,000 Est. Cost $27.77 Unrealized -31.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $62 Shares 820 Est. Cost $85.81 Unrealized -24.1%
RYL BK OF SCTLAND 6.125% 0.0%
Value ($000) $61 Shares 2,500 Est. Cost $24.40 Unrealized
RGR STURM RUGER CO INC 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $40.85 Unrealized +46.6%
HD HOME DEPOT INC 0.0%
Value ($000) $58 Shares 507 Est. Cost $87.09 Unrealized +3.9%
CONTINENTAL RESOURCES IN 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $38.36 Unrealized
NUVEEN MUN OPPTY FD INC 0.0%
Value ($000) $56 Shares 4,035 Est. Cost $13.38 Unrealized
ZROZ PIMCO TRUST 20+YR ETF 0.0%
Value ($000) $56 Shares 500 Est. Cost $104.00 Unrealized
HCP INC 0.0%
Value ($000) $55 Shares 1,497 Est. Cost $36.74 Unrealized
ROYAL DUTCH SHL ADR CL A 0.0%
Value ($000) $54 Shares 1,150 Est. Cost $66.67 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $53 Shares 2,909 Est. Cost $17.96 Unrealized
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $53 Shares 7,490 Est. Cost $2.28 Unrealized -8.5%
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $50 Shares 5,616 Est. Cost $6.80 Unrealized +0.5%
UPBD RENT A CTR INC NEW 0.0%
Value ($000) $49 Shares 2,054 Est. Cost $30.47 Unrealized -11.9%
WPC W P CAREY INC 0.0%
Value ($000) $48 Shares 839 Est. Cost $70.32 Unrealized
GATX GATX CORP 0.0%
Value ($000) $46 Shares 1,055 Est. Cost $44.19 Unrealized -12.2%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $43 Shares 750 Est. Cost $40.22 Unrealized +6.6%
ORCL ORACLE CORP 0.0%
Value ($000) $43 Shares 1,200 Est. Cost $34.50 Unrealized -4.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $42 Shares 574 Est. Cost $72.43 Unrealized -8.5%
VCIT VANGUARD INTRMDT TERM CP 0.0%
Value ($000) $42 Shares 500 Est. Cost $84.00 Unrealized
DR PEPPER SNAPPLE GROUP 0.0%
Value ($000) $42 Shares 538 Est. Cost $76.21 Unrealized
KSS KOHLS CORP 0.0%
Value ($000) $42 Shares 912 Est. Cost $69.43 Unrealized -19.0%
BEMIS CO INC 0.0%
Value ($000) $42 Shares 1,070 Est. Cost $45.26 Unrealized
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $41 Shares 900 Est. Cost $45.80 Unrealized +5.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $41 Shares 426 Est. Cost $70.55 Unrealized +9.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $38 Shares 1,405 Est. Cost $22.45 Unrealized -13.0%
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $36 Shares 1,446 Est. Cost $35.96 Unrealized
ANNALY CAPITAL MGMT REIT 0.0%
Value ($000) $32 Shares 3,330 Est. Cost $10.00 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $73.70 Unrealized -33.3%
FRANK'S INTERNATIONAL NV 0.0%
Value ($000) $31 Shares 2,030 Est. Cost $16.96 Unrealized
ENERGY XXI LTD 0.0%
Value ($000) $30 Shares 29,350 Est. Cost $3.26 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $30 Shares 695 Est. Cost $46.41 Unrealized -19.6%
ISHARES GOLD TRUST 0.0%
Value ($000) $29 Shares 2,750 Est. Cost $11.27 Unrealized
MIDSOUTH BANCORP 0.0%
Value ($000) $28 Shares 2,463 Est. Cost $17.46 Unrealized
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $10.56 Unrealized 0.0%
HWC HANCOCK HOLDING CO 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $32.49 Unrealized -12.6%
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $27 Shares 535 Est. Cost $40.31 Unrealized +1.9%
ETN EATON CORP PLC 0.0%
Value ($000) $27 Shares 529 Est. Cost $52.18 Unrealized -10.9%
LEGG MASON INC 0.0%
Value ($000) $25 Shares 611 Est. Cost $54.01 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $33.71 Unrealized -36.2%
SEADRILL LTD 0.0%
Value ($000) $23 Shares 4,000 Est. Cost $13.25 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.94 Unrealized +9.0%
MANNKIND CORPORATION 0.0%
Value ($000) $22 Shares 6,900 Est. Cost $4.65 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $22 Shares 275 Est. Cost $84.70 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $38.82 Unrealized +12.8%
MOBILEYE NV 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.00 Unrealized
KR KROGER COMPANY COMMON 0.0%
Value ($000) $21 Shares 584 Est. Cost $26.77 Unrealized +12.7%
INGERSOLL-RAND PLC 0.0%
Value ($000) $21 Shares 428 Est. Cost $67.76 Unrealized
AB ALLIANCEBERNSTEIN HLDG 0.0%
Value ($000) $21 Shares 800 Est. Cost $26.25 Unrealized
STONE ENERGY CORP 0.0%
Value ($000) $21 Shares 4,265 Est. Cost $16.88 Unrealized
C CITIGROUP INC NEW 0.0%
Value ($000) $21 Shares 425 Est. Cost $39.54 Unrealized +3.1%
ELV ANTHEM INC 0.0%
Value ($000) $19 Shares 136 Est. Cost $105.54 Unrealized +23.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $19 Shares 92 Est. Cost $137.24 Unrealized +12.1%
ENSCO PLC CL A 0.0%
Value ($000) $18 Shares 1,300 Est. Cost $28.05 Unrealized
AKAM AKAMAI TECH INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $60.28 Unrealized +19.6%
STT STATE STR CORP 0.0%
Value ($000) $17 Shares 255 Est. Cost $55.11 Unrealized +0.4%
NORDSTROM INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $80.00 Unrealized
DIAMOND OFFSHORE DRILLNG 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $37.00 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $16 Shares 600 Est. Cost $36.11 Unrealized -21.1%
DE DEERE CO 0.0%
Value ($000) $15 Shares 212 Est. Cost $73.01 Unrealized +0.5%
LLY ELI LILLY CO 0.0%
Value ($000) $14 Shares 179 Est. Cost $58.64 Unrealized +20.2%
EXC EXELON CORPORATION 0.0%
Value ($000) $14 Shares 500 Est. Cost $17.29 Unrealized -10.0%
JARDEN CORP 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.91 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $13 Shares 250 Est. Cost $57.70 Unrealized -10.3%
TRV TRAVELERS COS INC/ THE 0.0%
Value ($000) $13 Shares 140 Est. Cost $78.95 Unrealized +3.0%
BWA BORG WARNER INC 0.0%
Value ($000) $13 Shares 335 Est. Cost $43.25 Unrealized -18.0%
AMGN AMGEN INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $113.30 Unrealized +2.6%
ION GEOPHYSICAL CORP 0.0%
Value ($000) $13 Shares 34,520 Est. Cost $2.75 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $24.98 Unrealized -44.4%
EL LAUDER ESTEE COS INC CLA 0.0%
Value ($000) $12 Shares 150 Est. Cost $64.09 Unrealized +14.4%
SYMANTEC CORP 0.0%
Value ($000) $11 Shares 580 Est. Cost $25.86 Unrealized
EMC CORP 0.0%
Value ($000) $11 Shares 495 Est. Cost $30.30 Unrealized
DAL DELTA AIR LINES INC NEW 0.0%
Value ($000) $11 Shares 250 Est. Cost $39.55 Unrealized 0.0%
KANDI TECHNOLGIES GROUP 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $14.00 Unrealized
TWITTER INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $36.00 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $10 Shares 40 Est. Cost $298.25 Unrealized
BABA ALIBABA GRP HOLDING ADR 0.0%
Value ($000) $10 Shares 185 Est. Cost $54.05 Unrealized
THO THOR INDS 0.0%
Value ($000) $9 Shares 191 Est. Cost $48.00 Unrealized -7.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $10.82 Unrealized 0.0%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $9 Shares 250 Est. Cost $41.13 Unrealized -23.3%
HORNBECK OFFSHORE SERVC 0.0%
Value ($000) $8 Shares 600 Est. Cost $25.00 Unrealized
GREENHUNTER RESOURCES 0.0%
Value ($000) $8 Shares 30,750 Est. Cost $0.72 Unrealized
RUTH'S HOSPITALITY GROUP 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $7 Shares 237 Est. Cost $37.97 Unrealized
LZB LA-Z-BOY INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.63 Unrealized +12.3%
GOOGLE CL C NON-VOTING 0.0%
Value ($000) $7 Shares 13 Est. Cost $500.00 Unrealized
FLR FLUOR CORP (NEW) 0.0%
Value ($000) $7 Shares 170 Est. Cost $56.35 Unrealized -24.6%
ROST ROSS STORES INC 0.0%
Value ($000) $6 Shares 134 Est. Cost $41.56 Unrealized +10.9%
PIONEER NAT RES CO 0.0%
Value ($000) $6 Shares 57 Est. Cost $157.89 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $6 Shares 106 Est. Cost $72.15 Unrealized -18.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $42.23 Unrealized +18.1%
SLV I SHARES SILVER TR ETF 0.0%
Value ($000) $5 Shares 430 Est. Cost $13.95 Unrealized
JACOBS ENGINEERNG GROUP 0.0%
Value ($000) $5 Shares 150 Est. Cost $46.67 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 105 Est. Cost $34.78 Unrealized +26.6%
META FACEBOOK INC CLASS A 0.0%
Value ($000) $4 Shares 55 Est. Cost $75.91 Unrealized +20.0%
TWENTY-FIRST CENTY A 0.0%
Value ($000) $4 Shares 181 Est. Cost $37.84 Unrealized
LNG CHENIERE ENERGY INC NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $70.50 Unrealized -12.5%
APACHE CORP COMMON 0.0%
Value ($000) $4 Shares 105 Est. Cost $66.67 Unrealized
RCS CAPITAL CORPORATION 0.0%
Value ($000) $3 Shares 4,000 Est. Cost $12.25 Unrealized
MARKET VCTRS GOLD MN ETF 0.0%
Value ($000) $2 Shares 175 Est. Cost $17.14 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $2 Shares 20 Est. Cost $109.42 Unrealized +9.3%
CC CHEMOURS CO 0.0%
Value ($000) $2 Shares 438 Est. Cost $7.40 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.00 Unrealized
ISTR INVESTAR HOLDING CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.63 Unrealized +14.3%
WHOLE FOODS MARKET INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.00 Unrealized
CIVEO CORP CDA 0.0%
Value ($000) $1 Shares 800 Est. Cost $1.25 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $2.13 Unrealized 0.0%