Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 3, 2017

Total Value ($000): $297,251 (100.0% shares, 0.0% debt)

Holdings (254)

AMZN Amazon Com Inc. 5.4%
Value ($000) $16,158 Shares 18,226 Est. Cost $39.22 Unrealized +6.3%
COST Costco Wholesale Corp 3.2%
Value ($000) $9,446 Shares 56,333 Est. Cost $89.80 Unrealized +59.1%
UNH United Health Care 2.7%
Value ($000) $8,102 Shares 49,398 Est. Cost $94.22 Unrealized +50.8%
FRCB First Republic Bank 2.7%
Value ($000) $8,041 Shares 85,716 Est. Cost $59.88 Unrealized +50.8%
Alphabet Inc Cl-C 2.7%
Value ($000) $7,883 Shares 9,503 Est. Cost $541.11 Unrealized
CSCO Cisco Systems Inc. 2.6%
Value ($000) $7,799 Shares 230,725 Est. Cost $15.87 Unrealized +55.8%
SLB Schlumberger Ltd 2.6%
Value ($000) $7,602 Shares 97,334 Est. Cost $63.97 Unrealized -1.0%
AKAM Akamai Technologies 2.5%
Value ($000) $7,495 Shares 125,540 Est. Cost $44.76 Unrealized +46.8%
XLU Utilities Sector SPDR 2.5%
Value ($000) $7,445 Shares 145,106 Est. Cost $38.79 Unrealized
SYK Stryker Corporation 2.5%
Value ($000) $7,373 Shares 56,007 Est. Cost $105.10 Unrealized +8.9%
Travelers Companies Inc. 2.2%
Value ($000) $6,608 Shares 54,823 Est. Cost $120.53 Unrealized
ROP Roper Technologies Inc 2.2%
Value ($000) $6,432 Shares 31,150 Est. Cost $162.72 Unrealized +16.9%
TROW T. Rowe Price Group Inc 2.2%
Value ($000) $6,422 Shares 94,235 Est. Cost $50.47 Unrealized +1.1%
DIS Disney (Walt & Co.) 2.1%
Value ($000) $6,223 Shares 54,877 Est. Cost $63.26 Unrealized +62.8%
TJX TJX Companies Inc. 2.1%
Value ($000) $6,207 Shares 78,490 Est. Cost $22.90 Unrealized +48.5%
USB US Bancorp 2.1%
Value ($000) $6,198 Shares 120,356 Est. Cost $23.46 Unrealized +62.3%
CRM Salesforce.com 2.1%
Value ($000) $6,185 Shares 74,979 Est. Cost $56.74 Unrealized +39.1%
MAS Masco Corp 2.0%
Value ($000) $6,086 Shares 179,046 Est. Cost $19.64 Unrealized +48.7%
JPM J.P.Morgan Chase & Co 2.0%
Value ($000) $5,997 Shares 68,276 Est. Cost $40.90 Unrealized +70.3%
IVZ Invesco Ltd 2.0%
Value ($000) $5,977 Shares 195,124 Est. Cost $19.42 Unrealized +6.5%
Time Warner Inc 2.0%
Value ($000) $5,908 Shares 60,469 Est. Cost $75.94 Unrealized
CVX Chevron Corp. 1.9%
Value ($000) $5,733 Shares 53,391 Est. Cost $70.92 Unrealized +8.2%
HRL Hormel Foods Corp 1.8%
Value ($000) $5,296 Shares 152,920 Est. Cost $28.70 Unrealized -0.7%
Praxair Inc 1.8%
Value ($000) $5,240 Shares 44,184 Est. Cost $116.40 Unrealized
GILD Gilead Sciences 1.8%
Value ($000) $5,212 Shares 76,737 Est. Cost $49.27 Unrealized +2.8%
PAYX Paychex Inc. 1.7%
Value ($000) $5,097 Shares 86,530 Est. Cost $26.38 Unrealized +77.0%
Eaton Corporation 1.7%
Value ($000) $5,047 Shares 68,063 Est. Cost $60.17 Unrealized
ORCL Oracle Corp. 1.7%
Value ($000) $4,951 Shares 110,991 Est. Cost $28.78 Unrealized +26.8%
QCOM Qualcomm Inc 1.7%
Value ($000) $4,938 Shares 86,110 Est. Cost $45.44 Unrealized +0.2%
VZ Verizon Communications 1.7%
Value ($000) $4,928 Shares 101,097 Est. Cost $27.32 Unrealized +15.0%
SVB Financial Group 1.6%
Value ($000) $4,862 Shares 26,129 Est. Cost $114.55 Unrealized
HXL Hexcel Corp 1.6%
Value ($000) $4,841 Shares 88,750 Est. Cost $33.97 Unrealized +54.9%
ILMN Illumina Inc. 1.6%
Value ($000) $4,806 Shares 28,163 Est. Cost $178.86 Unrealized -11.9%
United Technologies Corp 1.6%
Value ($000) $4,801 Shares 42,790 Est. Cost $101.78 Unrealized
XOM Exxon Mobil Corp 1.6%
Value ($000) $4,759 Shares 58,030 Est. Cost $54.18 Unrealized +3.6%
PG Procter & Gamble Co. 1.6%
Value ($000) $4,640 Shares 51,640 Est. Cost $66.37 Unrealized +5.5%
NVS Novartis A G Spon ADR 1.5%
Value ($000) $4,592 Shares 61,830 Est. Cost $74.51 Unrealized
Cavium Networks, Inc. 1.5%
Value ($000) $4,573 Shares 63,816 Est. Cost $39.72 Unrealized
Allergan, Inc 1.4%
Value ($000) $4,161 Shares 17,416 Est. Cost $210.47 Unrealized
STZ Constellation Brand Cl A 1.3%
Value ($000) $3,940 Shares 24,310 Est. Cost $138.05 Unrealized -1.5%
DEO Diageo PLC-SP ADR 1.3%
Value ($000) $3,859 Shares 33,391 Est. Cost $115.75 Unrealized
XLK Technology Sector SPDR 1.3%
Value ($000) $3,855 Shares 72,322 Est. Cost $32.81 Unrealized
AAPL Apple Computer 1.2%
Value ($000) $3,447 Shares 23,991 Est. Cost $26.09 Unrealized +16.7%
Celgene Corp. 1.1%
Value ($000) $3,136 Shares 25,205 Est. Cost $89.39 Unrealized
FFIV F5 Networks 1.0%
Value ($000) $2,986 Shares 20,947 Est. Cost $84.87 Unrealized +68.1%
Michael Kors Hldgs 1.0%
Value ($000) $2,876 Shares 75,454 Est. Cost $46.32 Unrealized
XLF Financial Select Sector 0.7%
Value ($000) $2,078 Shares 87,563 Est. Cost $21.43 Unrealized
XLV Healthcare SPDR 0.7%
Value ($000) $1,993 Shares 26,801 Est. Cost $68.10 Unrealized
XLY Consumer Disc SPDR 0.6%
Value ($000) $1,884 Shares 21,426 Est. Cost $64.53 Unrealized
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,573 Shares 24,179 Est. Cost $45.00 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,530 Shares 28,041 Est. Cost $40.99 Unrealized
XLE Energy Select SPDR 0.4%
Value ($000) $1,141 Shares 16,320 Est. Cost $74.40 Unrealized
MSFT Microsoft Corp 0.3%
Value ($000) $977 Shares 14,833 Est. Cost $46.89 Unrealized +23.4%
GOLD Trust ETF 0.3%
Value ($000) $829 Shares 6,985 Est. Cost $118.94 Unrealized
AT&T Corp 0.3%
Value ($000) $754 Shares 18,145 Est. Cost $42.55 Unrealized
XLB Materials Select Sector SPDR 0.2%
Value ($000) $557 Shares 10,628 Est. Cost $39.72 Unrealized
CVS CVS Corporation 0.2%
Value ($000) $499 Shares 6,360 Est. Cost $70.89 Unrealized -14.5%
LOW Lowes Companies Inc. 0.2%
Value ($000) $494 Shares 6,015 Est. Cost $32.64 Unrealized +99.2%
Alphabet Inc Cl-A Vtg 0.2%
Value ($000) $478 Shares 564 Est. Cost $732.38 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $443 Shares 3,417 Est. Cost $76.91 Unrealized +32.2%
IBM Int'l Business Machines 0.1%
Value ($000) $403 Shares 2,312 Est. Cost $113.20 Unrealized +1.1%
QLYS Qualys Inc. 0.1%
Value ($000) $385 Shares 10,146 Est. Cost $13.42 Unrealized +161.8%
General Electric 0.1%
Value ($000) $366 Shares 12,265 Est. Cost $26.56 Unrealized
META Facebook 0.1%
Value ($000) $365 Shares 2,568 Est. Cost $67.99 Unrealized +95.2%
ADP Automatic Data Processing 0.1%
Value ($000) $354 Shares 3,453 Est. Cost $76.76 Unrealized +10.0%
GS Goldman Sachs Group 0.1%
Value ($000) $331 Shares 1,440 Est. Cost $132.85 Unrealized +50.6%
ABBV AbbVie Inc. 0.1%
Value ($000) $304 Shares 4,668 Est. Cost $32.31 Unrealized +34.5%
CMCSA Comcast Cl-A 0.1%
Value ($000) $296 Shares 7,870 Est. Cost $26.98 Unrealized +10.9%
HD Home Depot 0.1%
Value ($000) $277 Shares 1,889 Est. Cost $90.85 Unrealized +25.9%
JNJ Johnson & Johnson 0.1%
Value ($000) $276 Shares 2,214 Est. Cost $78.77 Unrealized +18.6%
BA Boeing Co. 0.1%
Value ($000) $276 Shares 1,560 Est. Cost $135.00 Unrealized +17.6%
Visa Inc Com CL A 0.1%
Value ($000) $275 Shares 3,097 Est. Cost $89.30 Unrealized
CSX CSX Corporation 0.1%
Value ($000) $270 Shares 5,795 Est. Cost $13.50 Unrealized 0.0%
AXP American Express 0.1%
Value ($000) $268 Shares 3,390 Est. Cost $60.98 Unrealized +13.4%
NUE Nucor Corporation 0.1%
Value ($000) $262 Shares 4,388 Est. Cost $39.96 Unrealized +25.5%
Merck & Co 0.1%
Value ($000) $253 Shares 3,980 Est. Cost $53.96 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $253 Shares 10,730 Est. Cost $15.68 Unrealized +23.6%
KO Coca-Cola 0.1%
Value ($000) $249 Shares 5,860 Est. Cost $29.42 Unrealized +7.1%
Walgreens Boots Alliance 0.1%
Value ($000) $208 Shares 2,500 Est. Cost $76.27 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $207 Shares 3,713 Est. Cost $37.66 Unrealized +17.8%
Express Scripts Inc 0.1%
Value ($000) $201 Shares 3,050 Est. Cost $66.14 Unrealized
MMM 3M Company 0.1%
Value ($000) $199 Shares 1,040 Est. Cost $90.62 Unrealized +25.4%
Wells Fargo Pfd 0.1%
Value ($000) $198 Shares 160 Est. Cost $1237.50 Unrealized
Whole Foods Market 0.1%
Value ($000) $191 Shares 6,435 Est. Cost $38.38 Unrealized
PEP Pepsico Inc. 0.1%
Value ($000) $191 Shares 1,708 Est. Cost $71.63 Unrealized +14.4%
TELECOM SPDR 0.1%
Value ($000) $187 Shares 2,630 Est. Cost $71.10 Unrealized
BRK/B Berkshire Hathaway Inc Class 0.1%
Value ($000) $180 Shares 1,080 Est. Cost $153.96 Unrealized +8.7%
Bank of America 0.1%
Value ($000) $179 Shares 150 Est. Cost $1193.33 Unrealized
Aerohive Networks, Inc. 0.1%
Value ($000) $177 Shares 42,080 Est. Cost $6.08 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $174 Shares 1,552 Est. Cost $57.31 Unrealized +70.6%
DHR Danaher Corp Del 0.1%
Value ($000) $170 Shares 1,984 Est. Cost $27.77 Unrealized +156.6%
PM Philip Morris International I 0.1%
Value ($000) $157 Shares 1,390 Est. Cost $56.68 Unrealized +15.7%
PFE Pfizer Inc 0.1%
Value ($000) $157 Shares 4,590 Est. Cost $19.95 Unrealized +7.3%
NKE Nike Inc. 0.1%
Value ($000) $155 Shares 2,776 Est. Cost $46.50 Unrealized +5.9%
HON Honeywell International 0.1%
Value ($000) $150 Shares 1,200 Est. Cost $53.13 Unrealized +73.0%
UPS United Parcel Service 0.0%
Value ($000) $146 Shares 1,360 Est. Cost $69.50 Unrealized +12.8%
Citigroup 0.0%
Value ($000) $144 Shares 2,400 Est. Cost $47.58 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $142 Shares 1,090 Est. Cost $44.37 Unrealized +164.5%
BMY Bristol Myers Squibb 0.0%
Value ($000) $131 Shares 2,400 Est. Cost $46.08 Unrealized -13.4%
AMGN Amgen 0.0%
Value ($000) $121 Shares 740 Est. Cost $127.19 Unrealized 0.0%
WMT Wal Mart Stores 0.0%
Value ($000) $118 Shares 1,643 Est. Cost $19.05 Unrealized +3.8%
ABT Abbott Labs 0.0%
Value ($000) $112 Shares 2,520 Est. Cost $33.65 Unrealized +9.8%
Duke Energy Corp 0.0%
Value ($000) $109 Shares 1,333 Est. Cost $67.99 Unrealized
Network Appliance 0.0%
Value ($000) $107 Shares 2,554 Est. Cost $41.90 Unrealized
WhiteWave Foods Co. 0.0%
Value ($000) $102 Shares 1,820 Est. Cost $34.34 Unrealized
INTC Intel Corp. 0.0%
Value ($000) $101 Shares 2,810 Est. Cost $20.79 Unrealized +42.8%
HP Helmerich and Payne 0.0%
Value ($000) $100 Shares 1,500 Est. Cost $61.57 Unrealized +15.6%
COF Capital One 0.0%
Value ($000) $96 Shares 1,110 Est. Cost $68.75 Unrealized +11.0%
NFLX Netflix Inc 0.0%
Value ($000) $90 Shares 610 Est. Cost $11.85 Unrealized +18.4%
Twenty-First Century Fox-A 0.0%
Value ($000) $90 Shares 2,770 Est. Cost $32.49 Unrealized
UDR UDR Inc 0.0%
Value ($000) $81 Shares 2,235 Est. Cost $26.10 Unrealized -0.2%
AVB Avalonbay Communities 0.0%
Value ($000) $81 Shares 439 Est. Cost $123.37 Unrealized +7.3%
Varian Medical Systems Inc. 0.0%
Value ($000) $74 Shares 810 Est. Cost $69.13 Unrealized
ESS Essex Property Trust Inc. 0.0%
Value ($000) $70 Shares 304 Est. Cost $166.40 Unrealized +2.3%
STT State Street Corp 0.0%
Value ($000) $68 Shares 850 Est. Cost $45.10 Unrealized +35.1%
Dow Chemical 0.0%
Value ($000) $65 Shares 1,020 Est. Cost $43.55 Unrealized
COP Conocophillips 0.0%
Value ($000) $65 Shares 1,304 Est. Cost $40.15 Unrealized -8.9%
duPont (E.I.) deNemours 0.0%
Value ($000) $62 Shares 770 Est. Cost $65.46 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $59 Shares 934 Est. Cost $59.87 Unrealized -13.0%
EA Electronic Arts Inc. 0.0%
Value ($000) $57 Shares 634 Est. Cost $74.60 Unrealized +11.0%
PCG PG&E Corp. 0.0%
Value ($000) $54 Shares 820 Est. Cost $39.15 Unrealized +57.4%
CAT Caterpillar Inc. 0.0%
Value ($000) $53 Shares 566 Est. Cost $73.74 Unrealized +5.4%
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $53 Shares 1,300 Est. Cost $25.97 Unrealized +41.7%
KMB Kimberly Clark 0.0%
Value ($000) $53 Shares 405 Est. Cost $81.91 Unrealized +13.1%
Monsanto 0.0%
Value ($000) $52 Shares 460 Est. Cost $105.17 Unrealized
Blackrock Inc. CL A 0.0%
Value ($000) $52 Shares 135 Est. Cost $338.99 Unrealized
IAC/InterActiveCorp 0.0%
Value ($000) $51 Shares 698 Est. Cost $64.72 Unrealized
EOG E O G Resources Inc 0.0%
Value ($000) $50 Shares 515 Est. Cost $59.32 Unrealized +25.2%
EQR Equity Residential Properties 0.0%
Value ($000) $49 Shares 780 Est. Cost $45.52 Unrealized -0.7%
HAL Halliburton Co. 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $33.21 Unrealized +35.9%
FTV Fortive Corp 0.0%
Value ($000) $46 Shares 760 Est. Cost $30.87 Unrealized +12.0%
SEE Sealed Air Corp 0.0%
Value ($000) $46 Shares 1,060 Est. Cost $28.71 Unrealized +40.1%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $45 Shares 1,880 Est. Cost $9.68 Unrealized +6.7%
IRBTQ iRobot Corp 0.0%
Value ($000) $43 Shares 651 Est. Cost $31.24 Unrealized +89.3%
Altria Group Inc. 0.0%
Value ($000) $43 Shares 600 Est. Cost $43.86 Unrealized
TXRH Texas Roadhouse Inc. 0.0%
Value ($000) $42 Shares 935 Est. Cost $29.89 Unrealized +30.0%
SWX Southwest Gas Corp 0.0%
Value ($000) $41 Shares 500 Est. Cost $48.72 Unrealized +67.4%
GD General Dynamics Corporation 0.0%
Value ($000) $39 Shares 210 Est. Cost $152.10 Unrealized 0.0%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $39 Shares 251 Est. Cost $133.97 Unrealized +11.4%
Portola Pharmaceuticals 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $39.00 Unrealized
FedEx Corp. 0.0%
Value ($000) $39 Shares 200 Est. Cost $150.00 Unrealized
Bank of New York Co Inc. 0.0%
Value ($000) $38 Shares 800 Est. Cost $47.50 Unrealized
RHHBY Roche Holdings Ltd-Spons ADR 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $33.76 Unrealized
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $37 Shares 500 Est. Cost $40.50 Unrealized +52.4%
UNP Union Pacific 0.0%
Value ($000) $37 Shares 348 Est. Cost $64.84 Unrealized +35.2%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $37 Shares 235 Est. Cost $127.66 Unrealized
ITT ITT Industries Inc 0.0%
Value ($000) $35 Shares 845 Est. Cost $35.86 Unrealized +14.7%
VTIAX Vanguard Total Int'l Stock In 0.0%
Value ($000) $34 Shares 1,273 Est. Cost $25.92 Unrealized
Hewlett Packard 0.0%
Value ($000) $34 Shares 1,880 Est. Cost $16.38 Unrealized
Columbia / HCA HealthCare 0.0%
Value ($000) $34 Shares 380 Est. Cost $76.32 Unrealized
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $34 Shares 121 Est. Cost $13.15 Unrealized +28.7%
National Oilwell Varco INC 0.0%
Value ($000) $32 Shares 800 Est. Cost $67.39 Unrealized
DLTR Dollar Tree, Inc 0.0%
Value ($000) $31 Shares 400 Est. Cost $48.73 Unrealized +57.7%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $31 Shares 381 Est. Cost $84.87 Unrealized
Tyco Electronics Ltd. 0.0%
Value ($000) $31 Shares 412 Est. Cost $66.05 Unrealized
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $31 Shares 190 Est. Cost $121.05 Unrealized
R Ryder System Inc 0.0%
Value ($000) $31 Shares 410 Est. Cost $83.73 Unrealized -9.6%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $30 Shares 695 Est. Cost $43.17 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $30 Shares 670 Est. Cost $29.30 Unrealized +11.1%
BDX Becton Dickinson Company 0.0%
Value ($000) $29 Shares 160 Est. Cost $144.69 Unrealized +5.5%
SA Seabridge Gold Inc. 0.0%
Value ($000) $28 Shares 2,500 Est. Cost $11.28 Unrealized -7.8%
PANW Palo Alto Networks Inc. 0.0%
Value ($000) $28 Shares 249 Est. Cost $22.36 Unrealized 0.0%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $28 Shares 558 Est. Cost $34.94 Unrealized +22.1%
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $28 Shares 240 Est. Cost $100.00 Unrealized
WMK Weis Markets, Inc. 0.0%
Value ($000) $27 Shares 450 Est. Cost $31.18 Unrealized +60.3%
Accenture LTD 0.0%
Value ($000) $27 Shares 225 Est. Cost $93.61 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $27 Shares 325 Est. Cost $52.38 Unrealized +32.7%
BP BP PLC-Spons ADR 0.0%
Value ($000) $27 Shares 792 Est. Cost $37.88 Unrealized
CE Celanese Corp 0.0%
Value ($000) $27 Shares 300 Est. Cost $55.92 Unrealized +31.7%
CL Colgate Palmolive 0.0%
Value ($000) $26 Shares 360 Est. Cost $53.58 Unrealized +6.1%
IDU iShares US Utilities ETF 0.0%
Value ($000) $26 Shares 200 Est. Cost $110.00 Unrealized
AFL Aflac Inc. 0.0%
Value ($000) $26 Shares 360 Est. Cost $28.82 Unrealized 0.0%
SBUX Starbucks Corporation 0.0%
Value ($000) $26 Shares 440 Est. Cost $40.06 Unrealized +16.8%
Steelcase Inc-CL A 0.0%
Value ($000) $26 Shares 1,555 Est. Cost $15.43 Unrealized
BofA Preferred 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
Suncor Energy Inc. 0.0%
Value ($000) $25 Shares 800 Est. Cost $30.00 Unrealized
Medtronic Inc. 0.0%
Value ($000) $25 Shares 305 Est. Cost $63.43 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $25 Shares 320 Est. Cost $53.16 Unrealized +2.8%
IP International Paper 0.0%
Value ($000) $25 Shares 500 Est. Cost $27.05 Unrealized +26.3%
ENB Enbridge Inc. 0.0%
Value ($000) $24 Shares 565 Est. Cost $24.73 Unrealized 0.0%
PRU Prudential Financial Inc. 0.0%
Value ($000) $23 Shares 220 Est. Cost $48.97 Unrealized +46.5%
EBAY eBay Inc. 0.0%
Value ($000) $23 Shares 700 Est. Cost $20.80 Unrealized +39.1%
XLRE Real Estate Select Sector ETF 0.0%
Value ($000) $23 Shares 722 Est. Cost $32.77 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $23 Shares 200 Est. Cost $31.60 Unrealized +77.6%
Tiffany & Co. 0.0%
Value ($000) $22 Shares 226 Est. Cost $61.38 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $22 Shares 500 Est. Cost $35.62 Unrealized +17.2%
DE Deere & Co. 0.0%
Value ($000) $22 Shares 200 Est. Cost $68.04 Unrealized +38.7%
GLW Corning Glass Works 0.0%
Value ($000) $22 Shares 800 Est. Cost $13.86 Unrealized +51.4%
SHW Sherwin-Williams Co 0.0%
Value ($000) $22 Shares 70 Est. Cost $89.15 Unrealized +4.3%
Suntrust Banks Inc 0.0%
Value ($000) $22 Shares 400 Est. Cost $42.50 Unrealized
CHKP Checkpoint Software Tech 0.0%
Value ($000) $21 Shares 200 Est. Cost $77.56 Unrealized +26.4%
ITW Illinois Tool Works 0.0%
Value ($000) $20 Shares 150 Est. Cost $63.21 Unrealized +65.5%
SO The Southern Company 0.0%
Value ($000) $20 Shares 400 Est. Cost $33.55 Unrealized +1.8%
NY Community Bancorp 0.0%
Value ($000) $20 Shares 1,420 Est. Cost $16.89 Unrealized
Nordstrom Inc. 0.0%
Value ($000) $19 Shares 400 Est. Cost $45.00 Unrealized
NWL Newell Rubbermaid 0.0%
Value ($000) $19 Shares 405 Est. Cost $19.32 Unrealized +66.6%
Target Corp 0.0%
Value ($000) $19 Shares 350 Est. Cost $54.29 Unrealized
BB&T Corporation 0.0%
Value ($000) $18 Shares 400 Est. Cost $47.50 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $18 Shares 1,310 Est. Cost $6.42 Unrealized +45.4%
CCK Crown Holdings Inc 0.0%
Value ($000) $18 Shares 340 Est. Cost $45.58 Unrealized +11.4%
ETFs Gold Trust 0.0%
Value ($000) $18 Shares 145 Est. Cost $133.33 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $16 Shares 48 Est. Cost $214.89 Unrealized +48.2%
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $16 Shares 3,000 Est. Cost $10.55 Unrealized -62.0%
ADI Analog Devices 0.0%
Value ($000) $16 Shares 200 Est. Cost $66.43 Unrealized 0.0%
VEEV Veeva Systems Inc. 0.0%
Value ($000) $16 Shares 318 Est. Cost $26.06 Unrealized +72.3%
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
Five Prime Therapeutics Inc. 0.0%
Value ($000) $12 Shares 325 Est. Cost $40.00 Unrealized
Briggs & Stratton Corporation 0.0%
Value ($000) $12 Shares 535 Est. Cost $18.69 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $12 Shares 153 Est. Cost $32.87 Unrealized +84.5%
DXC DXC Technology Co. 0.0%
Value ($000) $11 Shares 158 Est. Cost $54.24 Unrealized 0.0%
Credit Suisse Group 0.0%
Value ($000) $11 Shares 750 Est. Cost $14.67 Unrealized
VREX Varex Imaging Corp 0.0%
Value ($000) $11 Shares 324 Est. Cost $31.14 Unrealized 0.0%
Zendesk Inc. 0.0%
Value ($000) $11 Shares 376 Est. Cost $18.62 Unrealized
WU Western Union 0.0%
Value ($000) $11 Shares 550 Est. Cost $16.40 Unrealized
Liberty Interactive Corporati 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $9 Shares 108 Est. Cost $14.94 Unrealized +16.7%
BAYRY Bayer AG-Sponsored ADR 0.0%
Value ($000) $9 Shares 75 Est. Cost $106.67 Unrealized
Carnival Corp 0.0%
Value ($000) $9 Shares 150 Est. Cost $49.11 Unrealized
WDAY Worklday, Inc. 0.0%
Value ($000) $9 Shares 105 Est. Cost $77.28 Unrealized +7.4%
ADNT Adient plc 0.0%
Value ($000) $8 Shares 113 Est. Cost $50.50 Unrealized +27.0%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
Ultimate Software Group Inc. 0.0%
Value ($000) $8 Shares 43 Est. Cost $186.05 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $8 Shares 130 Est. Cost $42.48 Unrealized +12.8%
Expedia Inc Cl A 0.0%
Value ($000) $8 Shares 60 Est. Cost $116.67 Unrealized
Quidel Corporation 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.67 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $7 Shares 100 Est. Cost $21.67 Unrealized +48.1%
TEVA Teva Pharmaceutical 0.0%
Value ($000) $6 Shares 188 Est. Cost $61.34 Unrealized
Tableau Software Inc. 0.0%
Value ($000) $6 Shares 126 Est. Cost $48.00 Unrealized
Twitter, Inc. 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.50 Unrealized
VMware Inc. 0.0%
Value ($000) $6 Shares 70 Est. Cost $81.02 Unrealized
Tri Continental Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $21.82 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $5 Shares 56 Est. Cost $47.81 Unrealized +22.3%
NVDA Nvidia Corp. 0.0%
Value ($000) $5 Shares 50 Est. Cost $2.06 Unrealized +27.5%
BWA Borgwarner Inc 0.0%
Value ($000) $5 Shares 113 Est. Cost $28.02 Unrealized +13.4%
Anglo American Plc Sp Adr 0.0%
Value ($000) $4 Shares 536 Est. Cost $7.46 Unrealized
WisdomTree Europe Hedged Equi 0.0%
Value ($000) $4 Shares 59 Est. Cost $67.80 Unrealized
BNDSY Banco De Sabadell ADR 0.0%
Value ($000) $4 Shares 1,041 Est. Cost $2.88 Unrealized
Yamana Gold Inc. 0.0%
Value ($000) $4 Shares 1,278 Est. Cost $9.12 Unrealized
Xerox Corp. 0.0%
Value ($000) $3 Shares 400 Est. Cost $12.66 Unrealized
DXJ WisdomTree Japan Hedged Equit 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
Silver Bullion Trust 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.67 Unrealized
Symantec Corp 0.0%
Value ($000) $2 Shares 56 Est. Cost $21.29 Unrealized
SNAP Snap Inc. 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.16 Unrealized 0.0%
AWK American Water Works Co., Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $62.71 Unrealized 0.0%
Dell Technologies Class V 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
CC Chemours Co 0.0%
Value ($000) $2 Shares 64 Est. Cost $7.40 Unrealized +197.7%
CNDT Conduent Inc 0.0%
Value ($000) $1 Shares 80 Est. Cost $15.22 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $1 Shares 7 Est. Cost $49.23 Unrealized +16.3%
WAT Waters Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $95.76 Unrealized +56.0%
Amyris 0.0%
Value ($000) $1 Shares 2,213 Est. Cost $2.65 Unrealized
TFRY Tasty Fries Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized 0.0%
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized