WESPAC Advisors SoCal, LLC Diversified Active

CIK: 0001668188 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $148,194,254 (100.0% shares, 0.0% debt)

Holdings (279)

ACN Accenture Ltd 4.2%
Value ($000) $6,188,270 Shares 50,653 Est. Cost $90.14 Unrealized +8.9%
HON Honeywell Inc 3.8%
Value ($000) $5,627,799 Shares 48,270 Est. Cost $74.45 Unrealized +15.6%
CVS CVS/Caremark Corp 3.8%
Value ($000) $5,614,207 Shares 63,088 Est. Cost $73.35 Unrealized -3.4%
General Electric Co 3.7%
Value ($000) $5,426,919 Shares 183,218 Est. Cost $1033.92 Unrealized
SJM JM Smucker Co 3.5%
Value ($000) $5,194,441 Shares 38,324 Est. Cost $88.26 Unrealized +24.6%
NWL Newell Brands Inc 3.5%
Value ($000) $5,117,431 Shares 97,179 Est. Cost $29.06 Unrealized +19.8%
PowerShares S&P 500? High Div Low VolETF 3.4%
Value ($000) $5,103,292 Shares 131,156 Est. Cost $37120.00 Unrealized
XLE Energy Slct Sector SPDR 3.4%
Value ($000) $5,075,094 Shares 71,875 Est. Cost $68240.00 Unrealized
CMCSA Comcast Corp A 3.3%
Value ($000) $4,904,997 Shares 73,937 Est. Cost $24.18 Unrealized +10.1%
UNH UnitedHealth Group Inc 3.3%
Value ($000) $4,852,540 Shares 34,661 Est. Cost $99.29 Unrealized +21.4%
DIS Walt Disney Co 3.3%
Value ($000) $4,819,978 Shares 51,906 Est. Cost $101.41 Unrealized -12.4%
MSFT Microsoft Corp 3.2%
Value ($000) $4,815,072 Shares 83,595 Est. Cost $45.93 Unrealized +9.5%
SPG Simon Ppty Group REIT 3.1%
Value ($000) $4,609,862 Shares 22,269 Est. Cost $116.01 Unrealized +14.6%
WM Waste Management Inc 3.0%
Value ($000) $4,420,865 Shares 69,336 Est. Cost $43.91 Unrealized +25.6%
AMGN Amgen Inc 2.9%
Value ($000) $4,269,169 Shares 25,593 Est. Cost $116.57 Unrealized +9.6%
JNJ Johnson & Johnson 2.7%
Value ($000) $3,932,141 Shares 33,287 Est. Cost $79.07 Unrealized +18.3%
RHI Robert Half International Inc 2.5%
Value ($000) $3,751,926 Shares 99,100 Est. Cost $38.11 Unrealized 0.0%
T AT&T Inc 2.5%
Value ($000) $3,718,852 Shares 91,575 Est. Cost $12.47 Unrealized +30.7%
DOX Amdocs Ltd 2.4%
Value ($000) $3,583,287 Shares 61,941 Est. Cost $47.57 Unrealized +3.4%
TRV Travelers Companies Inc 2.4%
Value ($000) $3,535,013 Shares 30,860 Est. Cost $89.01 Unrealized +7.0%
HD Home Depot Inc 2.2%
Value ($000) $3,270,660 Shares 25,417 Est. Cost $100.21 Unrealized +6.1%
JPM JPMorgan Chase & Co 2.2%
Value ($000) $3,206,908 Shares 48,159 Est. Cost $49.68 Unrealized +2.4%
AAPL Apple Inc 2.2%
Value ($000) $3,206,660 Shares 28,365 Est. Cost $25.54 Unrealized -5.1%
INTC Intel Corp 1.8%
Value ($000) $2,735,794 Shares 72,471 Est. Cost $26.65 Unrealized +7.4%
CSCO Cisco Systems Inc 1.8%
Value ($000) $2,728,079 Shares 86,005 Est. Cost $20.20 Unrealized +14.2%
KR Kroger Co 1.8%
Value ($000) $2,686,663 Shares 90,521 Est. Cost $31.65 Unrealized -13.4%
WFC Wells Fargo & Co 1.5%
Value ($000) $2,221,550 Shares 50,171 Est. Cost $40.84 Unrealized -9.8%
META Facebook Inc 0.9%
Value ($000) $1,365,562 Shares 10,646 Est. Cost $102.50 Unrealized +20.3%
XLV Health Care Slct Sector SPDR 0.8%
Value ($000) $1,196,305 Shares 16,590 Est. Cost $35262.41 Unrealized
NVDA NVIDIA Corp 0.7%
Value ($000) $1,056,921 Shares 15,425 Est. Cost $0.73 Unrealized +97.7%
FXG First Trust Consumer Staples AlphaDEX 0.6%
Value ($000) $937,422 Shares 20,190 Est. Cost $1650.43 Unrealized
Activision Blizzard Inc 0.6%
Value ($000) $903,720 Shares 20,400 Est. Cost $38.67 Unrealized
V Visa Inc 0.6%
Value ($000) $900,190 Shares 10,885 Est. Cost $72.22 Unrealized +3.8%
FDN First Trust DJ Internet Idx 0.6%
Value ($000) $897,160 Shares 11,000 Est. Cost $27885.90 Unrealized
Valspar Corp 0.6%
Value ($000) $865,637 Shares 8,161 Est. Cost $12798.10 Unrealized
iShares Gold Trust 0.6%
Value ($000) $818,505 Shares 64,500 Est. Cost $12141.01 Unrealized
IYC iShares DJ US Consumer Services 0.5%
Value ($000) $803,956 Shares 5,465 Est. Cost $1623.61 Unrealized
ProShares UltraPro Short QQQ 0.5%
Value ($000) $796,919 Shares 59,605 Est. Cost $13370.00 Unrealized
ICF iShares Cohen & Steers Realty Majors 0.5%
Value ($000) $773,638 Shares 7,375 Est. Cost $49277.82 Unrealized
IGE iShares S&P N America Nat'l Resources 0.5%
Value ($000) $764,151 Shares 22,175 Est. Cost $33219.98 Unrealized
ITA iShares DJ US Aerospace & Defense 0.5%
Value ($000) $698,860 Shares 5,415 Est. Cost $5534.69 Unrealized
ABBV AbbVie Inc 0.5%
Value ($000) $678,003 Shares 10,750 Est. Cost $41.15 Unrealized +6.7%
SBUX Starbuck's Corp 0.4%
Value ($000) $634,792 Shares 11,725 Est. Cost $49.41 Unrealized -7.2%
DVN Devon Energy Corp 0.4%
Value ($000) $623,054 Shares 14,125 Est. Cost $23.84 Unrealized +19.9%
NDAQ NASDAQ OMX Group Inc 0.4%
Value ($000) $599,418 Shares 8,875 Est. Cost $16.16 Unrealized +22.9%
Allergan Plc 0.4%
Value ($000) $559,653 Shares 2,430 Est. Cost $231903.77 Unrealized
LMT Lockheed Martin Corp 0.4%
Value ($000) $558,548 Shares 2,330 Est. Cost $167.26 Unrealized +16.5%
GOOGL Alphabet Inc A 0.4%
Value ($000) $519,423 Shares 646 Est. Cost $36.54 Unrealized +6.2%
KALU Kaiser Aluminum Corp 0.3%
Value ($000) $495,155 Shares 5,725 Est. Cost $60.12 Unrealized +5.0%
COST Costco Wholesale Corp 0.3%
Value ($000) $491,082 Shares 3,220 Est. Cost $132.75 Unrealized +3.2%
TTC Toro Co 0.3%
Value ($000) $488,307 Shares 10,425 Est. Cost $41.81 Unrealized +11.9%
IHI iShares US Medical Devices 0.3%
Value ($000) $461,613 Shares 3,175 Est. Cost $122480.00 Unrealized
Foot Locker Inc 0.3%
Value ($000) $458,803 Shares 6,775 Est. Cost $65.08 Unrealized
APH Amphenol Corp 0.3%
Value ($000) $446,974 Shares 6,885 Est. Cost $12.08 Unrealized +15.1%
SWKS Skyworks Solutions Inc 0.3%
Value ($000) $439,709 Shares 5,775 Est. Cost $64.05 Unrealized -10.6%
CHD Church & Dwight Co Inc 0.3%
Value ($000) $419,300 Shares 8,750 Est. Cost $40.62 Unrealized +7.6%
HSIC Schein Henry Inc 0.3%
Value ($000) $411,525 Shares 2,525 Est. Cost $59.46 Unrealized +11.6%
Guggenheim S&P 500? Eq Wt Utilities ETF 0.3%
Value ($000) $409,049 Shares 5,045 Est. Cost $83239.96 Unrealized
BUD Anheuser-Busch Inbev SA ADR 0.3%
Value ($000) $407,371 Shares 3,100 Est. Cost $2912.99 Unrealized
Aetna Inc 0.3%
Value ($000) $403,844 Shares 3,498 Est. Cost $13009.24 Unrealized
ITC Holdings Corp 0.3%
Value ($000) $398,566 Shares 8,575 Est. Cost $43569.94 Unrealized
CAH Cardinal Health Inc 0.2%
Value ($000) $370,007 Shares 4,762 Est. Cost $63.42 Unrealized -3.1%
SAP S A P Aktiengesell Adr 0.2%
Value ($000) $346,261 Shares 3,788 Est. Cost $80530.12 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $312,384 Shares 3,985 Est. Cost $38.22 Unrealized +76.0%
CRI Carter's Inc 0.2%
Value ($000) $312,156 Shares 3,600 Est. Cost $68.43 Unrealized +13.5%
VNQ Vanguard REIT Idx 0.2%
Value ($000) $310,096 Shares 3,575 Est. Cost $79.60 Unrealized
TSM Taiwan Semiconductor Adr 0.2%
Value ($000) $300,547 Shares 9,825 Est. Cost $1709.26 Unrealized
CL Colgate-Palmolive 0.2%
Value ($000) $300,267 Shares 4,050 Est. Cost $52.79 Unrealized +12.5%
TotalSA ADR 0.2%
Value ($000) $296,933 Shares 6,225 Est. Cost $47959.93 Unrealized
ISRG Intuitive Surgical Inc 0.2%
Value ($000) $286,308 Shares 395 Est. Cost $62.63 Unrealized +22.3%
Nat'l Grid Transco Adr 0.2%
Value ($000) $279,107 Shares 3,925 Est. Cost $44386.51 Unrealized
TSCO Tractor Supply Co 0.2%
Value ($000) $266,033 Shares 3,950 Est. Cost $15.23 Unrealized -5.6%
INFY Infosys Tech Spon Adr 0.2%
Value ($000) $263,132 Shares 16,675 Est. Cost $211.76 Unrealized
PANW Palo Alto Networks Inc 0.2%
Value ($000) $248,873 Shares 1,562 Est. Cost $28.32 Unrealized -19.5%
NVS Novartis AG Adr 0.2%
Value ($000) $238,854 Shares 3,025 Est. Cost $12387.90 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $236,791 Shares 2,713 Est. Cost $54.39 Unrealized +7.6%
AGG iShares Core Total US Bd Mkt 0.2%
Value ($000) $236,082 Shares 2,100 Est. Cost $110824.91 Unrealized
SCHW Charles Schwab Corp 0.2%
Value ($000) $227,462 Shares 7,205 Est. Cost $27.89 Unrealized -6.7%
LYB LyondellBasell Industries NV 0.2%
Value ($000) $225,848 Shares 2,800 Est. Cost $50.71 Unrealized -11.1%
WPP WPP PLC ADR 0.2%
Value ($000) $223,668 Shares 1,900 Est. Cost $104520.00 Unrealized
CGI Group Inc A 0.1%
Value ($000) $204,809 Shares 4,300 Est. Cost $40.00 Unrealized
PFF iShares S&P US Pfd Stk Idx 0.1%
Value ($000) $197,500 Shares 5,000 Est. Cost $23088.89 Unrealized
BP BP Plc Adr 0.1%
Value ($000) $165,111 Shares 4,696 Est. Cost $31.09 Unrealized
TEVA Teva Pharm Inds Ltd 0.1%
Value ($000) $163,336 Shares 3,550 Est. Cost $2653.87 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $161,978 Shares 10,350 Est. Cost $13.56 Unrealized -11.0%
GD General Dynamics 0.1%
Value ($000) $155,160 Shares 1,000 Est. Cost $114.64 Unrealized +6.1%
AMZN Amazon.com Inc 0.1%
Value ($000) $154,065 Shares 184 Est. Cost $31.85 Unrealized +20.2%
ProShares UltraShrt S&P500 0.1%
Value ($000) $147,510 Shares 9,000 Est. Cost $17810.00 Unrealized
PowerShares QQQ Trust 0.1%
Value ($000) $140,090 Shares 1,180 Est. Cost $9877.99 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $137,970 Shares 1,400 Est. Cost $11.43 Unrealized -16.5%
SRE Sempra Energy 0.1%
Value ($000) $134,976 Shares 1,259 Est. Cost $35.84 Unrealized +12.6%
Interpublic Group of Companies 0.1%
Value ($000) $116,779 Shares 5,225 Est. Cost $15.38 Unrealized +4.3%
IBM Int'l Business Machines 0.1%
Value ($000) $115,320 Shares 726 Est. Cost $99.98 Unrealized +1.8%
ORCL Oracle Corp 0.1%
Value ($000) $113,932 Shares 2,901 Est. Cost $33.12 Unrealized +7.0%
FTV Fortive Corp 0.1%
Value ($000) $109,435 Shares 2,150 Est. Cost $30.87 Unrealized 0.0%
VelocityShares Daily Inverse VIX ST 0.1%
Value ($000) $104,888 Shares 2,800 Est. Cost $25.71 Unrealized
PM Philip Morris Int'l Inc 0.1%
Value ($000) $97,220 Shares 1,000 Est. Cost $52.28 Unrealized +19.1%
DIA SPDR DJ Industrial Avg 0.1%
Value ($000) $91,390 Shares 500 Est. Cost $172.00 Unrealized
SPY SPDR S&P 500 0.1%
Value ($000) $86,520 Shares 400 Est. Cost $202.22 Unrealized
NOC Northrop Grumman Corp 0.1%
Value ($000) $85,580 Shares 400 Est. Cost $155.62 Unrealized +19.7%
EOG EOG Resources Inc 0.1%
Value ($000) $77,368 Shares 800 Est. Cost $59.80 Unrealized +8.9%
BABA Alibaba Group Holding Ltd ADR 0.1%
Value ($000) $76,698 Shares 725 Est. Cost $81.06 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $76,176 Shares 1,800 Est. Cost $30.85 Unrealized +5.5%
F Ford Motor Co 0.0%
Value ($000) $72,420 Shares 6,000 Est. Cost $8.34 Unrealized -7.9%
Trinity Biotech Plc Adr 0.0%
Value ($000) $68,744 Shares 5,200 Est. Cost $11.73 Unrealized
Raytheon Co 0.0%
Value ($000) $68,065 Shares 500 Est. Cost $124.00 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $66,146 Shares 737 Est. Cost $58.96 Unrealized +14.5%
MO Altria Group Inc 0.0%
Value ($000) $63,230 Shares 1,000 Est. Cost $29.47 Unrealized +18.0%
GLD SPDR Gold Shs 0.0%
Value ($000) $59,679 Shares 475 Est. Cost $7500.88 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $54,099 Shares 782 Est. Cost $51.00 Unrealized +9.6%
VZ Verizon Communications 0.0%
Value ($000) $53,950 Shares 1,038 Est. Cost $27.69 Unrealized +18.8%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $53,435 Shares 991 Est. Cost $46.88 Unrealized -1.6%
EXPE Expedia Inc 0.0%
Value ($000) $52,524 Shares 450 Est. Cost $120.15 Unrealized -10.1%
CSX CSX Corp 0.0%
Value ($000) $49,776 Shares 1,632 Est. Cost $8.29 Unrealized 0.0%
PFE Pfizer Inc 0.0%
Value ($000) $49,213 Shares 1,453 Est. Cost $20.26 Unrealized +9.9%
EV Tax-Managed Buy-Write Oppty 0.0%
Value ($000) $49,095 Shares 3,253 Est. Cost $15.06 Unrealized
CLX Clorox Co 0.0%
Value ($000) $44,590 Shares 356 Est. Cost $94.79 Unrealized +5.7%
JBLU JetBlue Airways Corp 0.0%
Value ($000) $40,083 Shares 2,325 Est. Cost $18.58 Unrealized -8.0%
BRK/B Berkshire Hathaway B 0.0%
Value ($000) $39,007 Shares 270 Est. Cost $134.20 Unrealized +9.0%
GOOG Alphabet Inc C 0.0%
Value ($000) $36,533 Shares 47 Est. Cost $35.64 Unrealized +5.8%
QCOM Qualcomm Inc 0.0%
Value ($000) $35,963 Shares 525 Est. Cost $40.01 Unrealized +17.3%
XPZCX PIMCO CA Municipal Income II 0.0%
Value ($000) $35,860 Shares 2,795 Est. Cost $11749.91 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $35,449 Shares 568 Est. Cost $37.01 Unrealized +18.2%
SLB Schlumberger Ltd 0.0%
Value ($000) $34,602 Shares 440 Est. Cost $55.97 Unrealized +8.4%
ERII Energy Recovery Inc 0.0%
Value ($000) $31,960 Shares 2,000 Est. Cost $10.67 Unrealized +14.0%
VTV Vanguard Value 0.0%
Value ($000) $30,450 Shares 350 Est. Cost $82389.63 Unrealized
MDLZ Mondelez Int'l Inc 0.0%
Value ($000) $30,379 Shares 692 Est. Cost $35.47 Unrealized -0.7%
SSO ProShares Ultra S&P500 0.0%
Value ($000) $30,162 Shares 425 Est. Cost $33721.86 Unrealized
UPS United Parcel Service B 0.0%
Value ($000) $29,855 Shares 273 Est. Cost $72.52 Unrealized +6.5%
America Movil SAB de CV 0.0%
Value ($000) $29,745 Shares 2,600 Est. Cost $13.85 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $29,103 Shares 250 Est. Cost $100.33 Unrealized +4.6%
PNC PNC Financial Services Group 0.0%
Value ($000) $27,477 Shares 305 Est. Cost $62.96 Unrealized +0.5%
IYE iShares DJ US Energy 0.0%
Value ($000) $27,300 Shares 700 Est. Cost $32.86 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $26,928 Shares 600 Est. Cost $30.98 Unrealized +17.4%
ED Consol Edison Co of NY 0.0%
Value ($000) $26,355 Shares 350 Est. Cost $44.60 Unrealized +24.3%
Guggenheim S&P 500 Eql Weight 0.0%
Value ($000) $26,331 Shares 315 Est. Cost $76.51 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $26,298 Shares 300 Est. Cost $20.81 Unrealized +6.9%
PEP Pepsico Inc 0.0%
Value ($000) $24,473 Shares 225 Est. Cost $74.85 Unrealized +8.3%
PSX Phillips 66 0.0%
Value ($000) $24,165 Shares 300 Est. Cost $56.03 Unrealized -2.9%
LLY Eli Lilly & Co 0.0%
Value ($000) $24,078 Shares 300 Est. Cost $69.71 Unrealized -1.6%
HAS Hasbro Inc 0.0%
Value ($000) $23,799 Shares 300 Est. Cost $52.36 Unrealized +13.0%
Kellogg Company 0.0%
Value ($000) $23,241 Shares 300 Est. Cost $45.70 Unrealized +19.6%
NEE NextEra Energy Inc 0.0%
Value ($000) $22,629 Shares 185 Est. Cost $21.80 Unrealized +13.8%
NVO Novo Nordisk A S ADR 0.0%
Value ($000) $22,542 Shares 542 Est. Cost $5773.75 Unrealized
VUG Vanguard Growth 0.0%
Value ($000) $22,458 Shares 200 Est. Cost $106450.00 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $21,786 Shares 170 Est. Cost $75.80 Unrealized +25.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $20,587 Shares 230 Est. Cost $47.05 Unrealized +23.3%
HOLX Hologic Inc 0.0%
Value ($000) $20,580 Shares 530 Est. Cost $34.63 Unrealized +9.0%
MA Mastercard Inc 0.0%
Value ($000) $20,354 Shares 200 Est. Cost $86.34 Unrealized +5.2%
Red Hat Inc 0.0%
Value ($000) $20,208 Shares 250 Est. Cost $80.00 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $19,864 Shares 193 Est. Cost $58.19 Unrealized +17.7%
AZN AstraZeneca PLC ADR 0.0%
Value ($000) $19,716 Shares 600 Est. Cost $33.33 Unrealized
NxStage Medical Inc 0.0%
Value ($000) $18,743 Shares 750 Est. Cost $21680.00 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $17,852 Shares 175 Est. Cost $66.28 Unrealized +13.6%
EIX Edison International 0.0%
Value ($000) $17,340 Shares 240 Est. Cost $48.54 Unrealized +5.2%
PPL PPL Corp 0.0%
Value ($000) $17,285 Shares 500 Est. Cost $21.46 Unrealized +10.1%
EEM iShares MSCI Emerg Mkts Idx 0.0%
Value ($000) $16,853 Shares 450 Est. Cost $15001.88 Unrealized
MDT Medtronic Inc 0.0%
Value ($000) $16,589 Shares 192 Est. Cost $64.25 Unrealized +7.1%
CX Cemex SAB de CV ADR 0.0%
Value ($000) $16,515 Shares 2,080 Est. Cost $6169.71 Unrealized
Templeton Emerg Mkts Incm 0.0%
Value ($000) $16,500 Shares 1,500 Est. Cost $9.33 Unrealized
PRU Prudential Fin'l Inc 0.0%
Value ($000) $16,330 Shares 200 Est. Cost $52.61 Unrealized -4.5%
GS Goldman Sachs Group 0.0%
Value ($000) $16,127 Shares 100 Est. Cost $151.14 Unrealized -11.5%
NKE Nike Inc B 0.0%
Value ($000) $15,795 Shares 300 Est. Cost $56.67 Unrealized -11.8%
Five Prime Therapeutics Inc 0.0%
Value ($000) $15,747 Shares 300 Est. Cost $41350.00 Unrealized
Dell Technologies Inc V 0.0%
Value ($000) $15,726 Shares 329 Est. Cost $47799.39 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $15,346 Shares 200 Est. Cost $22.59 Unrealized +22.6%
MMM 3M Company 0.0%
Value ($000) $14,980 Shares 85 Est. Cost $102.46 Unrealized +6.6%
BlackRock Inc 0.0%
Value ($000) $14,861 Shares 41 Est. Cost $342516.66 Unrealized
Cedar Fair LP 0.0%
Value ($000) $14,323 Shares 250 Est. Cost $52.00 Unrealized
ANF Abercrombie & Fitch Co 0.0%
Value ($000) $14,237 Shares 896 Est. Cost $18.99 Unrealized -14.8%
MET Metlife Inc 0.0%
Value ($000) $14,006 Shares 315 Est. Cost $26.74 Unrealized +2.4%
PBR Petroleo Brasileiro Adr 0.0%
Value ($000) $13,995 Shares 1,500 Est. Cost $9330.00 Unrealized
Silver Wheaton Corp 0.0%
Value ($000) $13,515 Shares 500 Est. Cost $23530.00 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $13,465 Shares 420 Est. Cost $25.00 Unrealized -8.6%
Time Warner Inc 0.0%
Value ($000) $13,215 Shares 166 Est. Cost $60.24 Unrealized
GDX VanEck Vectors Gold Miners 0.0%
Value ($000) $13,215 Shares 500 Est. Cost $26430.00 Unrealized
HIMX Himax Technologies Inc ADR 0.0%
Value ($000) $12,885 Shares 1,500 Est. Cost $11240.00 Unrealized
Blackstone Group Lp 0.0%
Value ($000) $12,765 Shares 500 Est. Cost $28.00 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $12,705 Shares 30 Est. Cost $8.22 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $12,531 Shares 100 Est. Cost $119.60 Unrealized -4.9%
FRCB First Republic Bank 0.0%
Value ($000) $12,338 Shares 160 Est. Cost $60.95 Unrealized +15.3%
PCG Pacific Gas & Elec Co 0.0%
Value ($000) $12,234 Shares 200 Est. Cost $60.39 Unrealized 0.0%
Discover Fin'l Services 0.0%
Value ($000) $11,876 Shares 210 Est. Cost $52.38 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $11,862 Shares 66 Est. Cost $134.72 Unrealized +10.2%
Viacom Inc Class B 0.0%
Value ($000) $11,735 Shares 308 Est. Cost $41401.00 Unrealized
JCI Johnson Controls Inc 0.0%
Value ($000) $11,679 Shares 251 Est. Cost $33.21 Unrealized 0.0%
Novadaq Technologies Inc 0.0%
Value ($000) $11,570 Shares 1,000 Est. Cost $9840.00 Unrealized
Integrated Device Technology 0.0%
Value ($000) $11,550 Shares 500 Est. Cost $26.00 Unrealized
IYJ iShares DJ US Industrial 0.0%
Value ($000) $11,435 Shares 100 Est. Cost $100.00 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $11,226 Shares 150 Est. Cost $47.42 Unrealized +37.8%
TJX TJX Company Inc 0.0%
Value ($000) $11,217 Shares 150 Est. Cost $31.61 Unrealized +8.5%
Nuveen CA Muni Value 0.0%
Value ($000) $11,167 Shares 990 Est. Cost $10.10 Unrealized
National Oilwell Varco Inc 0.0%
Value ($000) $11,022 Shares 300 Est. Cost $23903.16 Unrealized
Seagate Technology Plc 0.0%
Value ($000) $10,987 Shares 285 Est. Cost $35.19 Unrealized
WIX Wix.com Ltd 0.0%
Value ($000) $10,858 Shares 250 Est. Cost $25.53 Unrealized +49.3%
Royal Dutch Shell Plc ADR B 0.0%
Value ($000) $10,566 Shares 200 Est. Cost $56000.00 Unrealized
First of Long Island 0.0%
Value ($000) $9,945 Shares 300 Est. Cost $30.00 Unrealized
BLDP Ballard Power Systems Inc 0.0%
Value ($000) $9,724 Shares 4,400 Est. Cost $1.42 Unrealized +33.4%
ROST Ross Stores Inc 0.0%
Value ($000) $9,645 Shares 150 Est. Cost $50.36 Unrealized +11.3%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $9,645 Shares 80 Est. Cost $34.07 Unrealized +10.5%
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $9,100 Shares 400 Est. Cost $6.50 Unrealized +45.2%
SLV iShares Silver Tst 0.0%
Value ($000) $9,100 Shares 500 Est. Cost $12.00 Unrealized
Guggenheim S&P Midcap 400 Pure Grwth 0.0%
Value ($000) $8,731 Shares 70 Est. Cost $124.57 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $8,694 Shares 200 Est. Cost $38.37 Unrealized -18.9%
HIG Hartford Fin'l Services Group 0.0%
Value ($000) $8,564 Shares 200 Est. Cost $36.88 Unrealized -7.4%
PBT Permian Basin Royalty Tst 0.0%
Value ($000) $8,364 Shares 1,200 Est. Cost $7330.00 Unrealized
IPGP IPG Photonics Corp 0.0%
Value ($000) $8,235 Shares 100 Est. Cost $87.94 Unrealized -5.0%
Broadcom Ltd 0.0%
Value ($000) $7,591 Shares 44 Est. Cost $172522.73 Unrealized
Express Scripts 0.0%
Value ($000) $7,476 Shares 106 Est. Cost $85.85 Unrealized
Anadarko Petroleum Corp 0.0%
Value ($000) $7,286 Shares 115 Est. Cost $63356.52 Unrealized
C Citigroup Inc 0.0%
Value ($000) $7,085 Shares 150 Est. Cost $39.62 Unrealized -13.8%
YUM Yum Brands Inc 0.0%
Value ($000) $7,083 Shares 78 Est. Cost $43.30 Unrealized +24.4%
Voya Nat'l Resources Eqty Incm 0.0%
Value ($000) $6,840 Shares 1,000 Est. Cost $5.00 Unrealized
Enerplus Corp 0.0%
Value ($000) $6,410 Shares 1,000 Est. Cost $3930.00 Unrealized
THRM Amerigon Inc 0.0%
Value ($000) $6,284 Shares 200 Est. Cost $33.06 Unrealized 0.0%
Aberdeen Chile Fund 0.0%
Value ($000) $6,270 Shares 1,000 Est. Cost $5.00 Unrealized
HPQ HP Inc 0.0%
Value ($000) $6,212 Shares 400 Est. Cost $9.12 Unrealized +14.8%
SNN Smith & Nephew Adr 0.0%
Value ($000) $6,130 Shares 187 Est. Cost $32.09 Unrealized
CBS Corp B 0.0%
Value ($000) $5,912 Shares 108 Est. Cost $55083.33 Unrealized
XLF Financial Slct Sector SPDR 0.0%
Value ($000) $5,790 Shares 300 Est. Cost $23.73 Unrealized
L 3 Communications Hldgs Inc 0.0%
Value ($000) $5,728 Shares 38 Est. Cost $150736.84 Unrealized
CHTR Charter Communications Inc A 0.0%
Value ($000) $5,399 Shares 20 Est. Cost $214.89 Unrealized +17.6%
SPGI S&P Global Inc 0.0%
Value ($000) $5,062 Shares 40 Est. Cost $96.34 Unrealized +14.4%
TE Connectivity Ltd 0.0%
Value ($000) $4,829 Shares 75 Est. Cost $64386.67 Unrealized
Celgene Corp 0.0%
Value ($000) $4,599 Shares 44 Est. Cost $104522.73 Unrealized
INGN Inogen Inc 0.0%
Value ($000) $4,493 Shares 75 Est. Cost $47.69 Unrealized +16.9%
ZTS Zoetis Inc 0.0%
Value ($000) $4,109 Shares 79 Est. Cost $47.09 Unrealized 0.0%
Oneok Partners LP 0.0%
Value ($000) $3,995 Shares 100 Est. Cost $30.00 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $3,922 Shares 34 Est. Cost $91.24 Unrealized +3.6%
Aqua America Inc 0.0%
Value ($000) $3,810 Shares 125 Est. Cost $29.80 Unrealized
ICLR Icon Plc Spon Adr 0.0%
Value ($000) $3,791 Shares 49 Est. Cost $75.14 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $3,499 Shares 22 Est. Cost $150.09 Unrealized 0.0%
Magal Security Sustems Ltd 0.0%
Value ($000) $3,424 Shares 400 Est. Cost $4282.50 Unrealized
Sprint Corp 0.0%
Value ($000) $3,381 Shares 510 Est. Cost $1.96 Unrealized
Neothetics Inc 0.0%
Value ($000) $3,360 Shares 3,000 Est. Cost $1.33 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $3,114 Shares 76 Est. Cost $38.34 Unrealized 0.0%
NUE Nucor Corp 0.0%
Value ($000) $3,016 Shares 61 Est. Cost $41.21 Unrealized 0.0%
Shire Plc ADR 0.0%
Value ($000) $2,908 Shares 15 Est. Cost $193866.67 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $2,865 Shares 49 Est. Cost $33.13 Unrealized 0.0%
Vmware Inc Cl A 0.0%
Value ($000) $2,861 Shares 39 Est. Cost $73358.98 Unrealized
ASML ASML Holding NV 0.0%
Value ($000) $2,849 Shares 26 Est. Cost $109576.92 Unrealized
WPX Energy Inc A 0.0%
Value ($000) $2,638 Shares 200 Est. Cost $9310.00 Unrealized
ACIW ACI Worldwide Inc 0.0%
Value ($000) $2,616 Shares 135 Est. Cost $23.02 Unrealized -17.5%
Frontier Communication Corp 0.0%
Value ($000) $2,563 Shares 616 Est. Cost $3.25 Unrealized
TD Ameritrade Holding Corp 0.0%
Value ($000) $2,467 Shares 70 Est. Cost $28.57 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $2,456 Shares 35 Est. Cost $52.67 Unrealized 0.0%
FCX Freeport-McMoRan Copper & Gold B 0.0%
Value ($000) $2,346 Shares 216 Est. Cost $10.43 Unrealized 0.0%
DLB Dolby Laboratories Inc 0.0%
Value ($000) $2,280 Shares 42 Est. Cost $44.12 Unrealized 0.0%
EBAY eBay Inc 0.0%
Value ($000) $2,204 Shares 67 Est. Cost $26.87 Unrealized 0.0%
CHKP Check Pt Software Tech 0.0%
Value ($000) $2,173 Shares 28 Est. Cost $77.56 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $2,136 Shares 28 Est. Cost $59.39 Unrealized +6.6%
New Home Company Inc (The) 0.0%
Value ($000) $2,134 Shares 200 Est. Cost $10.00 Unrealized
Guggenheim S&P 500 Eq Wt Technology 0.0%
Value ($000) $2,110 Shares 20 Est. Cost $33148.10 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $2,091 Shares 29 Est. Cost $16.63 Unrealized +23.9%
Xilinx Inc 0.0%
Value ($000) $2,065 Shares 38 Est. Cost $54342.11 Unrealized
Mannkind Corp 0.0%
Value ($000) $1,984 Shares 3,200 Est. Cost $1.25 Unrealized
SANM Sanmina Corp 0.0%
Value ($000) $1,879 Shares 66 Est. Cost $22.25 Unrealized +21.7%
Dow Chemical Co 0.0%
Value ($000) $1,710 Shares 33 Est. Cost $46696.44 Unrealized
VIG Vanguard Dvnd Appreciation 0.0%
Value ($000) $1,679 Shares 20 Est. Cost $73514.52 Unrealized
Dreyfus High Yield Strategies 0.0%
Value ($000) $1,539 Shares 450 Est. Cost $2.22 Unrealized
Mobileye NV 0.0%
Value ($000) $1,533 Shares 36 Est. Cost $40.00 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $1,388 Shares 60 Est. Cost $10.91 Unrealized +19.7%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $1,344 Shares 41 Est. Cost $32780.49 Unrealized
ProShares Ultra VIX S/T Futures 0.0%
Value ($000) $1,332 Shares 80 Est. Cost $16650.00 Unrealized
PNR Pentair Ltd 0.0%
Value ($000) $1,285 Shares 20 Est. Cost $36.31 Unrealized 0.0%
FTNT Fortinet Inc 0.0%
Value ($000) $1,256 Shares 34 Est. Cost $6.99 Unrealized 0.0%
STLD Steel Dynamics 0.0%
Value ($000) $1,250 Shares 50 Est. Cost $14.45 Unrealized +45.7%
PowerShares Dynamic Pharmaceuticals 0.0%
Value ($000) $1,233 Shares 20 Est. Cost $57.14 Unrealized
Blue Nile Inc 0.0%
Value ($000) $1,033 Shares 30 Est. Cost $33.33 Unrealized
Brocade Communications Systems Inc 0.0%
Value ($000) $1,015 Shares 110 Est. Cost $9.09 Unrealized
Centurytlink Inc 0.0%
Value ($000) $933 Shares 34 Est. Cost Unrealized
SXC SunCoke Energy Inc 0.0%
Value ($000) $882 Shares 110 Est. Cost $4.25 Unrealized +64.9%
Talen Energy Corp 0.0%
Value ($000) $859 Shares 62 Est. Cost Unrealized
VYX NCR Corp 0.0%
Value ($000) $773 Shares 24 Est. Cost $14.76 Unrealized +33.2%
NeuroMetrix Inc 0.0%
Value ($000) $753 Shares 483 Est. Cost $1658.39 Unrealized
VGT Vanguard Information Technology 0.0%
Value ($000) $602 Shares 5 Est. Cost Unrealized
LITE Lumentum Holdings Inc 0.0%
Value ($000) $501 Shares 12 Est. Cost $17.80 Unrealized +84.8%
Microsemi Corp 0.0%
Value ($000) $462 Shares 11 Est. Cost $6.67 Unrealized
OncoSec Medical Inc 0.0%
Value ($000) $342 Shares 200 Est. Cost Unrealized