Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 11, 2016

Total Value ($000): $403,805 (100.0% shares, 0.0% debt)

Holdings (310)

GENERAL ELECTRIC CO 4.4%
Value ($000) $17,605 Shares 553,802 Est. Cost $24.23 Unrealized
XOM EXXON MOBIL CORP 3.7%
Value ($000) $14,904 Shares 178,300 Est. Cost $53.86 Unrealized -3.5%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $11,087 Shares 102,468 Est. Cost $61.32 Unrealized +28.5%
AAPL APPLE INC 2.7%
Value ($000) $10,852 Shares 99,570 Est. Cost $19.67 Unrealized +14.6%
PFE PFIZER INC 2.6%
Value ($000) $10,561 Shares 356,309 Est. Cost $18.02 Unrealized +3.6%
BRK/A BERKSHIRE HATHAWAYINC DEL CL A 2.0%
Value ($000) $8,111 Shares 38 Est. Cost $173992.55 Unrealized +14.7%
AMGN AMGEN INC 2.0%
Value ($000) $7,963 Shares 53,112 Est. Cost $109.92 Unrealized +0.8%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $7,556 Shares 91,795 Est. Cost $55.68 Unrealized +10.7%
CODI COMPASS DIVERSIFIEDHLDGS 1.8%
Value ($000) $7,358 Shares 470,171 Est. Cost $7.35 Unrealized +5.8%
INTC INTEL CORP 1.6%
Value ($000) $6,603 Shares 204,101 Est. Cost $21.65 Unrealized +12.6%
SPY SPDR S&P 500 1.5%
Value ($000) $6,175 Shares 30,048 Est. Cost $192.26 Unrealized
MO ALTRIA GROUP INC 1.4%
Value ($000) $5,805 Shares 92,647 Est. Cost $17.43 Unrealized +78.3%
T AT&T INC 1.4%
Value ($000) $5,585 Shares 142,582 Est. Cost $11.53 Unrealized +20.0%
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,790 Shares 86,722 Est. Cost $30.40 Unrealized +51.6%
USB US BANCORP 1.1%
Value ($000) $4,643 Shares 114,395 Est. Cost $22.58 Unrealized +23.1%
HD HOME DEPOT INC 1.1%
Value ($000) $4,450 Shares 33,354 Est. Cost $59.92 Unrealized +64.2%
NOBL PROSHARES TR S&P 500DIVID ARISTO 1.1%
Value ($000) $4,312 Shares 82,417 Est. Cost $49.10 Unrealized
POWERSHARESEXCHANGE-TRADED FDTR II S&P 500 LOWVOLATILITY PORT 1.0%
Value ($000) $4,137 Shares 102,574 Est. Cost $35.20 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $4,120 Shares 5,401 Est. Cost $36.73 Unrealized -0.5%
VOOG VANGUARD ADMIRAL FDSINC 1.0%
Value ($000) $4,104 Shares 39,461 Est. Cost $100.48 Unrealized
IBM INTERNATIONALBUSINESS MACHS CORP 1.0%
Value ($000) $4,093 Shares 27,024 Est. Cost $118.60 Unrealized -29.1%
WFC WELLS FARGO & CO 1.0%
Value ($000) $4,074 Shares 84,246 Est. Cost $30.00 Unrealized +23.7%
VZ VERIZONCOMMUNICATIONS INC 1.0%
Value ($000) $3,991 Shares 73,790 Est. Cost $26.97 Unrealized +11.3%
BA BOEING CO 1.0%
Value ($000) $3,976 Shares 31,319 Est. Cost $111.84 Unrealized +0.0%
JPM JP MORGAN CHASE &CO 1.0%
Value ($000) $3,966 Shares 66,968 Est. Cost $39.14 Unrealized +14.6%
CVS CVS HEALTH CORP 0.9%
Value ($000) $3,734 Shares 35,994 Est. Cost $53.52 Unrealized +35.3%
UNITED TECHNOLOGIESCORP 0.9%
Value ($000) $3,665 Shares 36,611 Est. Cost $97.85 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $3,596 Shares 35,093 Est. Cost $57.37 Unrealized +27.7%
BRK/B BERKSHIRE HATHAWAYINC DEL CL B NEW 0.9%
Value ($000) $3,520 Shares 24,808 Est. Cost $115.26 Unrealized +15.0%
CVX CHEVRON CORP 0.8%
Value ($000) $3,367 Shares 35,297 Est. Cost $70.95 Unrealized -19.1%
GOOG ALPHABET INC 0.8%
Value ($000) $3,348 Shares 4,494 Est. Cost $35.61 Unrealized -0.2%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $3,269 Shares 114,834 Est. Cost $15.26 Unrealized +24.1%
DIS DISNEY WALT CODISNEY 0.8%
Value ($000) $3,224 Shares 32,466 Est. Cost $68.36 Unrealized +30.2%
PM PHILIP MORRIS INTLINC 0.8%
Value ($000) $3,148 Shares 32,087 Est. Cost $49.68 Unrealized +12.4%
LLY LILLY ELI & CO 0.8%
Value ($000) $3,099 Shares 43,029 Est. Cost $42.39 Unrealized +50.9%
SO SOUTHERN CO 0.8%
Value ($000) $3,067 Shares 59,295 Est. Cost $27.75 Unrealized +16.1%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,997 Shares 32,622 Est. Cost $62.09 Unrealized +2.2%
BAC BANK AMER CORP 0.7%
Value ($000) $2,940 Shares 217,458 Est. Cost $11.16 Unrealized -2.7%
KO COCA COLA COMPANY 0.7%
Value ($000) $2,856 Shares 61,572 Est. Cost $28.17 Unrealized +13.0%
MRK MERCK & CO INC 0.7%
Value ($000) $2,835 Shares 53,580 Est. Cost $31.00 Unrealized +16.2%
V VISA INC 0.7%
Value ($000) $2,776 Shares 36,298 Est. Cost $59.84 Unrealized +13.3%
POWERSHARES QQQ TRUNIT SER 1 0.7%
Value ($000) $2,687 Shares 24,606 Est. Cost $88.48 Unrealized
CELGENE CORP 0.7%
Value ($000) $2,659 Shares 26,563 Est. Cost $101.72 Unrealized
IWR ISHARES TR RUSSELLMID-CAP ETF 0.6%
Value ($000) $2,501 Shares 15,352 Est. Cost $165.24 Unrealized
DU PONT E I DENEMOURS & CO 0.6%
Value ($000) $2,310 Shares 36,488 Est. Cost $61.10 Unrealized
BMY BRISTOL MYERS SQUIBBCO 0.5%
Value ($000) $2,187 Shares 34,233 Est. Cost $31.37 Unrealized +42.8%
MMM 3M CO 0.5%
Value ($000) $2,179 Shares 13,078 Est. Cost $69.52 Unrealized +33.4%
PSX PHILLIPS 66 0.5%
Value ($000) $2,178 Shares 25,149 Est. Cost $45.38 Unrealized +23.5%
VHT VANGUARD WORLD FDS HEALTH CARE 0.5%
Value ($000) $2,056 Shares 16,672 Est. Cost $125.95 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,025 Shares 33,925 Est. Cost $37.47 Unrealized +26.5%
MCD MCDONALDS CORP 0.5%
Value ($000) $2,013 Shares 16,016 Est. Cost $71.80 Unrealized +30.9%
META FACEBOOK INC 0.5%
Value ($000) $1,967 Shares 17,242 Est. Cost $63.01 Unrealized +66.3%
PPG PPG INDUSTRIES INC 0.5%
Value ($000) $1,903 Shares 17,069 Est. Cost $78.18 Unrealized +5.0%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,903 Shares 25,799 Est. Cost $56.08 Unrealized -5.3%
EFAV ISHARES TR EAFE MIN VOL 0.5%
Value ($000) $1,901 Shares 35,700 Est. Cost $53.25 Unrealized
VFH VANGUARD WORLD FDS FINLS ETF 0.5%
Value ($000) $1,891 Shares 40,797 Est. Cost $45.43 Unrealized
ADP AUTOMATIC DATAPROCESSING INC 0.5%
Value ($000) $1,882 Shares 20,977 Est. Cost $47.53 Unrealized +42.4%
SWK STANLEY BLACK &DECKER INC 0.5%
Value ($000) $1,859 Shares 17,669 Est. Cost $61.70 Unrealized +21.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,843 Shares 45,755 Est. Cost $43.81 Unrealized -35.9%
BLACKSTONE GROUP L P 0.4%
Value ($000) $1,816 Shares 64,734 Est. Cost $36.61 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,799 Shares 31,495 Est. Cost $27.82 Unrealized +33.4%
GD GENERAL DYNAMICSCORP 0.4%
Value ($000) $1,792 Shares 13,640 Est. Cost $61.60 Unrealized +73.4%
AETNA INC 0.4%
Value ($000) $1,722 Shares 15,330 Est. Cost $85.21 Unrealized
CB CHUBB LTD 0.4%
Value ($000) $1,634 Shares 13,719 Est. Cost $96.06 Unrealized 0.0%
SPROTT FOCUS TR INC 0.4%
Value ($000) $1,628 Shares 267,354 Est. Cost $6.56 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,599 Shares 22,636 Est. Cost $45.30 Unrealized +16.7%
MDT MEDTRONICS PLC 0.4%
Value ($000) $1,558 Shares 20,776 Est. Cost $58.78 Unrealized +0.2%
POWERSHARESEXCHANGE-TRADED FDTR FTSE RAFI US 1000PORT 0.4%
Value ($000) $1,518 Shares 17,215 Est. Cost $88.92 Unrealized
SDY SPDR SER TR S&PDIVID ETF 0.4%
Value ($000) $1,485 Shares 18,578 Est. Cost $73.12 Unrealized
ENERGY TRANSFERPARTNERS L P 0.4%
Value ($000) $1,447 Shares 44,734 Est. Cost $50.80 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,429 Shares 17,968 Est. Cost $68.92 Unrealized -10.1%
KMI KINDER MORGAN INCDEL 0.4%
Value ($000) $1,428 Shares 79,982 Est. Cost $21.81 Unrealized -54.4%
VIG VANGUARD SPEC PORT DIV APPR INDEXFD 0.4%
Value ($000) $1,425 Shares 17,541 Est. Cost $71.92 Unrealized
EATON VANCE TAXMANAGED BY WRT OP 0.3%
Value ($000) $1,381 Shares 93,925 Est. Cost $11.23 Unrealized
UNH UNITEDHEALTH GROUPINC 0.3%
Value ($000) $1,367 Shares 10,604 Est. Cost $58.58 Unrealized +72.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,366 Shares 6,169 Est. Cost $133.60 Unrealized +23.7%
NKE NIKE INC CL B 0.3%
Value ($000) $1,363 Shares 22,177 Est. Cost $48.06 Unrealized +10.7%
CIGNA CORP 0.3%
Value ($000) $1,362 Shares 9,922 Est. Cost $96.30 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $1,334 Shares 31,959 Est. Cost $37.19 Unrealized -16.0%
DVY ISHARES TR SELECTDIVID ETF FD 0.3%
Value ($000) $1,306 Shares 15,995 Est. Cost $67.72 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,267 Shares 30,283 Est. Cost $29.21 Unrealized +13.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,248 Shares 9,279 Est. Cost $68.09 Unrealized +36.3%
O REALTY INCOME CORP 0.3%
Value ($000) $1,223 Shares 19,569 Est. Cost $26.00 Unrealized +34.8%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,214 Shares 15,042 Est. Cost $42.41 Unrealized +19.0%
SYK STRYKER CORP 0.3%
Value ($000) $1,200 Shares 11,188 Est. Cost $58.43 Unrealized +50.8%
GIS GENERAL MILLS INC 0.3%
Value ($000) $1,182 Shares 18,654 Est. Cost $32.44 Unrealized +27.0%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,179 Shares 15,407 Est. Cost $61.36 Unrealized -13.5%
TMO THERMO FISHERSCIENTIFIC INC 0.3%
Value ($000) $1,139 Shares 8,042 Est. Cost $116.61 Unrealized +11.7%
GS GOLDMAN SACHS GROUPINC 0.3%
Value ($000) $1,108 Shares 7,060 Est. Cost $129.74 Unrealized -2.7%
XBI SPDR SER TR S&PBIOTECH ETF 0.3%
Value ($000) $1,082 Shares 20,949 Est. Cost $94.51 Unrealized
IJH ISHARES TR CORE S&PMID-CAP ETF 0.3%
Value ($000) $1,073 Shares 7,443 Est. Cost $122.07 Unrealized
BANK AMER CORPNON CUM 7.25% 0.3%
Value ($000) $1,072 Shares 942 Est. Cost $755.26 Unrealized
SON SONOCO PRODS CO 0.3%
Value ($000) $1,051 Shares 21,649 Est. Cost $26.95 Unrealized +13.3%
VTI VANGUARD TOTAL STK MKT 0.3%
Value ($000) $1,037 Shares 9,898 Est. Cost $105.48 Unrealized
WALGREEN BOOTSALLIANCE INC 0.3%
Value ($000) $1,036 Shares 12,301 Est. Cost $77.63 Unrealized
BLACKROCK KELSO CAPCORPORATION 0.3%
Value ($000) $1,021 Shares 108,499 Est. Cost $9.12 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,014 Shares 9,048 Est. Cost $56.49 Unrealized +35.1%
COST COSTCO WHOLESALECORP 0.3%
Value ($000) $1,012 Shares 6,422 Est. Cost $109.41 Unrealized +16.8%
CMI CUMMINS INC 0.2%
Value ($000) $993 Shares 9,034 Est. Cost $86.84 Unrealized -14.6%
ALPS ETF TR ALERIAN 0.2%
Value ($000) $989 Shares 90,610 Est. Cost $15.19 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $974 Shares 11,697 Est. Cost $61.59 Unrealized -0.1%
POWERSHARES ETF TR II PWRS INT BUYBK 0.2%
Value ($000) $966 Shares 35,363 Est. Cost $26.29 Unrealized
POWERSHARES EXCHANGETRADED FD TR DYNAMICBUYBACK ACHIEVERSPORT 0.2%
Value ($000) $962 Shares 21,218 Est. Cost $44.30 Unrealized
IJR ISHARES TR CORE S&PSMALL-CAP ETF 0.2%
Value ($000) $953 Shares 8,463 Est. Cost $93.49 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $944 Shares 13,676 Est. Cost $66.02 Unrealized
EPD ENTERPRISE PRODSPARTNERS L P COMUNIT 0.2%
Value ($000) $930 Shares 37,763 Est. Cost $50.24 Unrealized
RJF RAYMOND JAMES FINLINC 0.2%
Value ($000) $903 Shares 18,964 Est. Cost $26.41 Unrealized +0.3%
NVS NOVARTIS AG 0.2%
Value ($000) $899 Shares 12,409 Est. Cost $71.53 Unrealized
CMCSA COMCAST CORP 0.2%
Value ($000) $894 Shares 14,630 Est. Cost $18.48 Unrealized +23.1%
PNC PNC FINL SVCS GROUPINC 0.2%
Value ($000) $872 Shares 10,312 Est. Cost $48.70 Unrealized +27.2%
AMZN AMAZON COM INC 0.2%
Value ($000) $868 Shares 1,462 Est. Cost $18.85 Unrealized +50.6%
PFF ISHARES TR S&P U SPFD STK INDEX FD 0.2%
Value ($000) $835 Shares 21,390 Est. Cost $39.44 Unrealized
LABORATORY CORP AMERHLDGS 0.2%
Value ($000) $826 Shares 7,056 Est. Cost $100.48 Unrealized
XLE SELECT SECTOR SPDRTR ENERGY 0.2%
Value ($000) $821 Shares 13,258 Est. Cost $67.91 Unrealized
AES TR III TR 0.2%
Value ($000) $808 Shares 16,000 Est. Cost $50.50 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $800 Shares 9,723 Est. Cost $47.30 Unrealized +19.2%
ANNALY CAP MGMT INC 0.2%
Value ($000) $784 Shares 76,459 Est. Cost $12.07 Unrealized
AMERICA MOVIL SAB DEC V 0.2%
Value ($000) $780 Shares 50,208 Est. Cost $21.74 Unrealized
ICF ISHARES TR COHEN &STEERS REIT ETF 0.2%
Value ($000) $776 Shares 7,524 Est. Cost $81.16 Unrealized
FIRST CONN BANCORPINC 0.2%
Value ($000) $769 Shares 48,205 Est. Cost $14.73 Unrealized
F FORD MOTOR CO 0.2%
Value ($000) $753 Shares 55,798 Est. Cost $8.06 Unrealized -7.6%
SPG SIMON PPTY GROUP INC 0.2%
Value ($000) $748 Shares 3,601 Est. Cost $88.57 Unrealized +30.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $748 Shares 18,633 Est. Cost $24.19 Unrealized +34.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $745 Shares 6,299 Est. Cost $15.57 Unrealized +40.0%
CENTURYLINK INC 0.2%
Value ($000) $727 Shares 22,762 Est. Cost $33.79 Unrealized
XLF SELECT SECTOR SPDRTR FINANCIAL 0.2%
Value ($000) $723 Shares 32,148 Est. Cost $22.74 Unrealized
IWM ISHARES TR RUSSELL2000 ETF 0.2%
Value ($000) $718 Shares 6,491 Est. Cost $107.26 Unrealized
TJX TJX COMPANIES INC 0.2%
Value ($000) $717 Shares 9,152 Est. Cost $27.63 Unrealized +14.4%
VGT VANGUARD WORLD FDSVANGUARD INFORMATION 0.2%
Value ($000) $716 Shares 6,536 Est. Cost $101.67 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $702 Shares 12,901 Est. Cost $43.93 Unrealized -14.9%
ADBE ADOBE SYS INC 0.2%
Value ($000) $702 Shares 7,489 Est. Cost $45.14 Unrealized +92.0%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $701 Shares 8,928 Est. Cost $47.82 Unrealized +1.0%
TD TORONTO DOMINION BKONT 0.2%
Value ($000) $699 Shares 16,205 Est. Cost $44.32 Unrealized -12.9%
BABA ALIBABA GROUP HLDG 0.2%
Value ($000) $696 Shares 8,804 Est. Cost $80.27 Unrealized
BK BANK OF NEW YORKMELLON CORP 0.2%
Value ($000) $678 Shares 18,396 Est. Cost $21.65 Unrealized +30.0%
BDX BECTON DICKINSON &CO 0.2%
Value ($000) $677 Shares 4,456 Est. Cost $80.62 Unrealized +51.6%
WMT WAL MART STORES INC 0.2%
Value ($000) $672 Shares 9,810 Est. Cost $20.31 Unrealized -9.9%
AIG AMERICAN INTL GROUPINC COM NEW 0.2%
Value ($000) $659 Shares 12,195 Est. Cost $41.52 Unrealized +1.4%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $659 Shares 8,700 Est. Cost $55.42 Unrealized +4.6%
WELLS FARGO & CO 0.2%
Value ($000) $657 Shares 545 Est. Cost $1205.50 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $653 Shares 5,859 Est. Cost $84.09 Unrealized +13.4%
TRV TRAVELERS COS INC 0.2%
Value ($000) $650 Shares 5,571 Est. Cost $64.45 Unrealized +36.3%
VFC V F CORP 0.2%
Value ($000) $645 Shares 9,958 Est. Cost $54.36 Unrealized +6.8%
BUCKEYE PARTNERS L P 0.2%
Value ($000) $639 Shares 9,410 Est. Cost $71.93 Unrealized
GLD SPDR GOLD TR GOLDSHS 0.2%
Value ($000) $623 Shares 5,297 Est. Cost $117.44 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $623 Shares 9,713 Est. Cost $31.65 Unrealized +35.5%
EXPRESS SCRIPTSHLDG CO 0.2%
Value ($000) $617 Shares 8,989 Est. Cost $71.82 Unrealized
WELLS FARGO & CO 0.1%
Value ($000) $603 Shares 23,524 Est. Cost $24.39 Unrealized
UAA UNDER ARMOUR INC 0.1%
Value ($000) $598 Shares 7,045 Est. Cost $43.57 Unrealized -9.4%
MONSANTO CO 0.1%
Value ($000) $595 Shares 6,782 Est. Cost $99.05 Unrealized
FIRST NIAGARA FINLGROUP INC 0.1%
Value ($000) $591 Shares 61,021 Est. Cost $10.05 Unrealized
BROOKFIELD ASSETMGMT INC 0.1%
Value ($000) $590 Shares 16,952 Est. Cost $35.39 Unrealized
KKR & CO 0.1%
Value ($000) $570 Shares 38,787 Est. Cost $22.06 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $567 Shares 5,999 Est. Cost $77.68 Unrealized +7.4%
NVO NOVO NORDISK A.S. 0.1%
Value ($000) $562 Shares 10,380 Est. Cost $60.99 Unrealized
WBS WEBSTER FINL CORP 0.1%
Value ($000) $559 Shares 15,571 Est. Cost $25.06 Unrealized +36.7%
APD AIR PRODS & CHEMSINC 0.1%
Value ($000) $550 Shares 3,819 Est. Cost $64.79 Unrealized +46.2%
MET METLIFE INC 0.1%
Value ($000) $546 Shares 12,427 Est. Cost $27.97 Unrealized -4.4%
UPS UNITED PARCEL SVCINC 0.1%
Value ($000) $536 Shares 5,080 Est. Cost $68.54 Unrealized -1.2%
AXP AMERICAN EXPRESSCOMPANY 0.1%
Value ($000) $529 Shares 8,617 Est. Cost $61.47 Unrealized -17.9%
VNQ VANGUARD INDEX FDS REIT 0.1%
Value ($000) $508 Shares 6,057 Est. Cost $77.77 Unrealized
BLACKROCK INC 0.1%
Value ($000) $508 Shares 1,490 Est. Cost $307.41 Unrealized
USMV ISHARES USA MIN VOL 0.1%
Value ($000) $502 Shares 11,433 Est. Cost $42.95 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $497 Shares 10,640 Est. Cost $25.70 Unrealized +29.9%
MAGELLAN MIDSTREAMPARTNERS LP 0.1%
Value ($000) $492 Shares 7,157 Est. Cost $57.49 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $492 Shares 6,780 Est. Cost $61.15 Unrealized -16.5%
ITW ILLINOIS TOOL WORKSINC 0.1%
Value ($000) $490 Shares 4,784 Est. Cost $60.92 Unrealized +20.2%
ROYAL DUTCH SHELLPLC 0.1%
Value ($000) $489 Shares 10,098 Est. Cost $66.08 Unrealized
POWERSHARES EXCHANGETRADED FD TRFINL PFD PORTFOLIO 0.1%
Value ($000) $488 Shares 25,958 Est. Cost $17.97 Unrealized
IVV ISHARES TR CORE S&P 500 0.1%
Value ($000) $486 Shares 2,354 Est. Cost $204.15 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $486 Shares 5,943 Est. Cost $39.00 Unrealized +12.3%
REYNOLDS AMERN INC 0.1%
Value ($000) $486 Shares 9,658 Est. Cost $54.65 Unrealized
WASH WASHINGTON TRBANCORP INC 0.1%
Value ($000) $479 Shares 12,823 Est. Cost $16.51 Unrealized +36.6%
DHR DANAHER CORP 0.1%
Value ($000) $479 Shares 5,054 Est. Cost $28.19 Unrealized +29.3%
IYH ISHARES TR U SHEALTHCARE ETF 0.1%
Value ($000) $474 Shares 3,371 Est. Cost $119.26 Unrealized
IBB ISHARES TR NASDAQBIOTECHNOLOGY ETF 0.1%
Value ($000) $473 Shares 1,813 Est. Cost $271.42 Unrealized
IYW ISHARESUS TECHNOLOGY ETF 0.1%
Value ($000) $472 Shares 4,351 Est. Cost $97.85 Unrealized
SNY SANOFI 0.1%
Value ($000) $465 Shares 11,574 Est. Cost $50.81 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $460 Shares 4,266 Est. Cost $113.44 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $459 Shares 11,229 Est. Cost $27.75 Unrealized +15.2%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $456 Shares 7,816 Est. Cost $36.14 Unrealized +7.5%
NUVEEN SELECTQUALITY MUNI FUNDINC 0.1%
Value ($000) $455 Shares 31,060 Est. Cost $13.60 Unrealized
UNILEVER PLC 0.1%
Value ($000) $453 Shares 10,036 Est. Cost $41.61 Unrealized
MAR MARRIOTT INTL INC 0.1%
Value ($000) $446 Shares 6,261 Est. Cost $37.03 Unrealized +60.8%
MACQUARIEINFRASTRUCTURE 0.1%
Value ($000) $439 Shares 6,513 Est. Cost $71.04 Unrealized
PRAXAIR INC 0.1%
Value ($000) $438 Shares 3,824 Est. Cost $128.94 Unrealized
RYDEX ETF TRGUGGENHEIM RUSSELL 0.1%
Value ($000) $436 Shares 3,000 Est. Cost $120.69 Unrealized
ACN ACCENTURE PLCIRELAND 0.1%
Value ($000) $424 Shares 3,671 Est. Cost $59.67 Unrealized +47.0%
CHICAGO BRIDGE &IRON CO 0.1%
Value ($000) $420 Shares 11,475 Est. Cost $57.29 Unrealized
ATHENAHEALTH INC 0.1%
Value ($000) $418 Shares 3,010 Est. Cost $95.79 Unrealized
AVANGRID INC 0.1%
Value ($000) $411 Shares 10,255 Est. Cost $38.42 Unrealized
ETN EATON CORP 0.1%
Value ($000) $407 Shares 6,513 Est. Cost $50.42 Unrealized -12.3%
HEDJ WISDOMTREE TR EUROPE HEDGE 0.1%
Value ($000) $407 Shares 7,839 Est. Cost $65.29 Unrealized
BUD ANHEUSER BUSCH INBEVSA NV 0.1%
Value ($000) $406 Shares 3,259 Est. Cost $98.30 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $406 Shares 10,007 Est. Cost $48.58 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $405 Shares 3,438 Est. Cost $91.02 Unrealized +13.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $401 Shares 14,328 Est. Cost $22.85 Unrealized +2.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $399 Shares 5,826 Est. Cost $59.51 Unrealized -15.4%
DOW CHEM CO 0.1%
Value ($000) $399 Shares 7,836 Est. Cost $41.10 Unrealized
VDE VANGUARD WORLD FD ENERGY 0.1%
Value ($000) $395 Shares 4,599 Est. Cost $95.37 Unrealized
PEOPLES UTD FINL INC 0.1%
Value ($000) $394 Shares 24,755 Est. Cost $15.39 Unrealized
EMC CORP 0.1%
Value ($000) $378 Shares 14,202 Est. Cost $24.78 Unrealized
MDY SPDR S&P MIDCAP400 ETF 0.1%
Value ($000) $376 Shares 1,432 Est. Cost $224.22 Unrealized
VB VANGUARD SMALL CAP 0.1%
Value ($000) $375 Shares 3,366 Est. Cost $121.91 Unrealized
STZ CONSTELLATION BRANDSINC 0.1%
Value ($000) $374 Shares 2,475 Est. Cost $80.64 Unrealized +54.7%
EFA ISHARES TR MSCI EAFEETF 0.1%
Value ($000) $373 Shares 6,531 Est. Cost $60.59 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $372 Shares 5,523 Est. Cost $41.10 Unrealized +22.9%
WM WASTE MGMT INC 0.1%
Value ($000) $370 Shares 6,265 Est. Cost $35.56 Unrealized +29.2%
CLX CLOROX CO 0.1%
Value ($000) $361 Shares 2,860 Est. Cost $80.19 Unrealized +19.9%
INVESCO ADVANTAGEMUN INC TR 0.1%
Value ($000) $359 Shares 28,987 Est. Cost $11.74 Unrealized
GM GENERAL MOTORS 0.1%
Value ($000) $358 Shares 11,403 Est. Cost $27.20 Unrealized -10.7%
RYDEX ETF TRGUGGENHEIM S&P 500 0.1%
Value ($000) $358 Shares 45,554 Est. Cost $77.93 Unrealized
POWERSHARESEXCHANGE-TRADED FDTR INTL DIVIDACHIEVERS PORTFOLIO 0.1%
Value ($000) $352 Shares 25,389 Est. Cost $17.97 Unrealized
DAL DELTA AIRLINES INC 0.1%
Value ($000) $342 Shares 7,027 Est. Cost $43.25 Unrealized -4.3%
SPECTRANETICS CORP 0.1%
Value ($000) $342 Shares 23,566 Est. Cost $18.15 Unrealized
CRM SALESFORCE.COM INC 0.1%
Value ($000) $340 Shares 4,605 Est. Cost $69.58 Unrealized -2.2%
HAL HALLIBURTON CO 0.1%
Value ($000) $340 Shares 9,505 Est. Cost $36.87 Unrealized -26.9%
BWA BORGWARNER 0.1%
Value ($000) $338 Shares 8,790 Est. Cost $43.25 Unrealized -41.1%
MS MORGAN STANLEY 0.1%
Value ($000) $338 Shares 13,505 Est. Cost $23.25 Unrealized -16.9%
ALLERGAN PLC 0.1%
Value ($000) $337 Shares 1,256 Est. Cost $303.77 Unrealized
BEN FRANKLIN RESOURCESINC 0.1%
Value ($000) $337 Shares 8,619 Est. Cost $29.22 Unrealized -25.2%
KAMAN CORP 0.1%
Value ($000) $335 Shares 7,845 Est. Cost $34.55 Unrealized
ED CONSOLIDATED EDISONINC 0.1%
Value ($000) $332 Shares 4,337 Est. Cost $39.01 Unrealized +27.6%
IXN ISHARES TR GLOBALTECH ETF 0.1%
Value ($000) $330 Shares 3,300 Est. Cost $69.70 Unrealized
VOD VODAFONE GROUP PLC 0.1%
Value ($000) $328 Shares 10,236 Est. Cost $36.84 Unrealized
COMMUNICATIONS SALES & LEAS INC 0.1%
Value ($000) $327 Shares 14,694 Est. Cost $24.74 Unrealized
POWERSHARES EXCHANGETRADED FD TR IIPOWERSHARES S&P 500HIGH DIVID PORT 0.1%
Value ($000) $324 Shares 8,740 Est. Cost $32.86 Unrealized
DOUBLELINE OPPTY 0.1%
Value ($000) $324 Shares 19,275 Est. Cost $21.85 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $319 Shares 3,465 Est. Cost $66.38 Unrealized +6.2%
DEUTSCHE MUN INC TR 0.1%
Value ($000) $315 Shares 22,550 Est. Cost $13.19 Unrealized
GWW GRAINGER WW INC 0.1%
Value ($000) $315 Shares 1,350 Est. Cost $200.72 Unrealized -10.6%
BP BP PLC 0.1%
Value ($000) $307 Shares 10,159 Est. Cost $41.81 Unrealized
VUG VANGUARD INDEX GROWTH 0.1%
Value ($000) $307 Shares 2,886 Est. Cost $101.13 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $303 Shares 4,195 Est. Cost $55.18 Unrealized -14.0%
TIME WARNER INC 0.1%
Value ($000) $299 Shares 4,123 Est. Cost $62.62 Unrealized
RAYTHEON CO 0.1%
Value ($000) $297 Shares 2,418 Est. Cost $57.95 Unrealized
AEP AMERICAN ELECTRICPOWER CO 0.1%
Value ($000) $295 Shares 4,440 Est. Cost $36.39 Unrealized +20.0%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $293 Shares 2,977 Est. Cost $31.69 Unrealized +2.2%
DON WISDOMTREE TR MIDCAPDIVID FD 0.1%
Value ($000) $293 Shares 3,400 Est. Cost $77.92 Unrealized
TSLA TESLA MTRS INC 0.1%
Value ($000) $290 Shares 1,260 Est. Cost $15.86 Unrealized -17.1%
DTE DTE ENERGY CO 0.1%
Value ($000) $287 Shares 3,170 Est. Cost $38.28 Unrealized +35.8%
IRM IRON MTN INC 0.1%
Value ($000) $285 Shares 8,405 Est. Cost $18.57 Unrealized -11.2%
EXC EXELON CORP 0.1%
Value ($000) $281 Shares 7,838 Est. Cost $15.41 Unrealized +2.8%
ORLY O REILLYAUTOMOTIVE INC 0.1%
Value ($000) $280 Shares 1,022 Est. Cost $11.72 Unrealized +45.7%
CSX CSX CORPORATION 0.1%
Value ($000) $280 Shares 10,877 Est. Cost $7.06 Unrealized -0.7%
UNILEVER NV 0.1%
Value ($000) $280 Shares 6,262 Est. Cost $43.45 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $278 Shares 18,725 Est. Cost $5.27 Unrealized +1.8%
DREYFUS STRATEGICMUN BD FD INC 0.1%
Value ($000) $276 Shares 32,467 Est. Cost $8.06 Unrealized
DE DEERE & CO 0.1%
Value ($000) $275 Shares 3,569 Est. Cost $69.64 Unrealized -4.8%
D DOMINION RES INC 0.1%
Value ($000) $273 Shares 3,628 Est. Cost $45.30 Unrealized +1.8%
PEG PUBLIC SVC ENTERPRISE GRP INC 0.1%
Value ($000) $272 Shares 5,775 Est. Cost $28.37 Unrealized +6.3%
KRE SPDR SER TR S&P REGLBKG 0.1%
Value ($000) $261 Shares 6,925 Est. Cost $41.25 Unrealized
FBIN FORTUNE BRANDS HOMES & SEC INC 0.1%
Value ($000) $260 Shares 4,641 Est. Cost $35.48 Unrealized +5.0%
VGK VANGUARD INTL EQUITY INDEX FTSE EUR 0.1%
Value ($000) $260 Shares 5,350 Est. Cost $53.46 Unrealized
KELLOGG CO 0.1%
Value ($000) $258 Shares 3,375 Est. Cost $37.53 Unrealized +29.7%
IYJ ISHARES TR USINDUSTRIALS ETF 0.1%
Value ($000) $255 Shares 2,386 Est. Cost $101.63 Unrealized
DVA DAVITA HEALTHCAREPARTNERS INC 0.1%
Value ($000) $255 Shares 3,477 Est. Cost $62.28 Unrealized +8.4%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $251 Shares 2,450 Est. Cost $75.00 Unrealized -2.4%
RYDEX ETF TRGUGGENHEIM S&P 500 PURE GROWTH 0.1%
Value ($000) $251 Shares 3,157 Est. Cost $77.53 Unrealized
APACHE CORP 0.1%
Value ($000) $251 Shares 5,133 Est. Cost $77.91 Unrealized
IJK ISHARES TR S&PMIDCAP 400 GROWTHETF 0.1%
Value ($000) $249 Shares 1,534 Est. Cost $146.72 Unrealized
PPL PPL CORP 0.1%
Value ($000) $247 Shares 6,492 Est. Cost $20.15 Unrealized +13.6%
LYB LYONDELLBASELL IND 0.1%
Value ($000) $240 Shares 2,803 Est. Cost $47.17 Unrealized -3.0%
IHF ISHARES TR US HLTHCR PR 0.1%
Value ($000) $240 Shares 1,967 Est. Cost $134.17 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $237 Shares 1,315 Est. Cost $149.07 Unrealized 0.0%
INVESCO TR INVT GRADNEW YORK MUNS 0.1%
Value ($000) $235 Shares 15,286 Est. Cost $14.59 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $232 Shares 4,000 Est. Cost $50.36 Unrealized 0.0%
JOHNSON CTLS INC 0.1%
Value ($000) $228 Shares 5,854 Est. Cost $48.99 Unrealized
SBRA SABRA HEALTH CAREREIT INC 0.1%
Value ($000) $223 Shares 11,081 Est. Cost $20.12 Unrealized
IHE ISHARES TR USPHARMACEUTICALS ETF 0.1%
Value ($000) $223 Shares 1,630 Est. Cost $124.16 Unrealized
MORGAN STANLEY CAPTR VIII 0.1%
Value ($000) $222 Shares 8,650 Est. Cost $25.13 Unrealized
IP INTERNATIONAL PAPERCO 0.1%
Value ($000) $220 Shares 5,354 Est. Cost $27.60 Unrealized -17.4%
CANADIAN PAC RY LTD 0.1%
Value ($000) $219 Shares 1,650 Est. Cost $133.28 Unrealized
BLACKROCK MUN HOLDINGS FD INC 0.1%
Value ($000) $217 Shares 12,000 Est. Cost $16.75 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $216 Shares 2,853 Est. Cost $58.89 Unrealized 0.0%
WEC WEC ENERGY GRP 0.1%
Value ($000) $215 Shares 3,578 Est. Cost $33.96 Unrealized +19.9%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $214 Shares 1,172 Est. Cost $172.39 Unrealized -5.9%
VO VANGUARD INDEX MID-CAP 0.1%
Value ($000) $213 Shares 1,760 Est. Cost $116.62 Unrealized
BLACKROCK MUN INC TR 0.1%
Value ($000) $212 Shares 13,900 Est. Cost $13.87 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $211 Shares 4,523 Est. Cost $40.73 Unrealized
AWR AMRICAN STS WTR CO 0.1%
Value ($000) $211 Shares 5,355 Est. Cost $32.08 Unrealized +9.1%
FISV FISERV INC 0.1%
Value ($000) $210 Shares 2,052 Est. Cost $47.42 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVG 0.1%
Value ($000) $209 Shares 1,182 Est. Cost $176.54 Unrealized
TSM TAIWAN SEMICONDUCTORMFG CO 0.1%
Value ($000) $208 Shares 7,956 Est. Cost $21.47 Unrealized
TECO ENERGY INC 0.1%
Value ($000) $208 Shares 7,568 Est. Cost $26.71 Unrealized
IWF ISHARES TR RUS1000 GROW 0.1%
Value ($000) $207 Shares 2,077 Est. Cost $98.24 Unrealized
PSEC PROSPECT CAP CORP 0.1%
Value ($000) $206 Shares 28,357 Est. Cost $2.34 Unrealized -14.5%
IVW ISHARES S & P 500 GRWT 0.1%
Value ($000) $206 Shares 1,774 Est. Cost $115.56 Unrealized
TIME WARNER CABLE INC 0.1%
Value ($000) $205 Shares 1,000 Est. Cost $205.00 Unrealized
HAIN HAIN CELESTIAL GROUPINC 0.1%
Value ($000) $205 Shares 5,000 Est. Cost $51.09 Unrealized -26.5%
FDX FEDEX CORP 0.0%
Value ($000) $201 Shares 1,234 Est. Cost $119.20 Unrealized 0.0%
HCP INC 0.0%
Value ($000) $200 Shares 6,150 Est. Cost $45.46 Unrealized
NUVEEN NEW YORK AMT-FREE MUN INCOME FD 0.0%
Value ($000) $194 Shares 14,441 Est. Cost $12.81 Unrealized
CERNER CORP 0.0%
Value ($000) $193 Shares 3,650 Est. Cost $52.65 Unrealized
WESTERN ASSET MANAGED MUNI FD 0.0%
Value ($000) $186 Shares 12,444 Est. Cost $13.94 Unrealized
DREYFUS STRATEGICMUNS INC 0.0%
Value ($000) $178 Shares 19,875 Est. Cost $8.57 Unrealized
CWCO CONSOLIDATED WATERCO 0.0%
Value ($000) $172 Shares 14,159 Est. Cost $8.83 Unrealized +2.1%
INVESCO MUN TR 0.0%
Value ($000) $168 Shares 12,600 Est. Cost $11.61 Unrealized
ICCC IMMUCELL CORP 0.0%
Value ($000) $163 Shares 23,776 Est. Cost $3.58 Unrealized +86.0%
BOARDWALK PIPELINEPARTNERS LP 0.0%
Value ($000) $158 Shares 10,750 Est. Cost $29.58 Unrealized
INVESCO TR MUN OPPTY 0.0%
Value ($000) $140 Shares 10,025 Est. Cost $12.93 Unrealized
PIMCO CORP 0.0%
Value ($000) $140 Shares 10,300 Est. Cost $13.59 Unrealized
MFS INVT GRADE MUN TR 0.0%
Value ($000) $116 Shares 11,380 Est. Cost $9.75 Unrealized
APOLLO INVT CORP 0.0%
Value ($000) $115 Shares 20,750 Est. Cost $7.44 Unrealized
TWO HBRS INVT CORP 0.0%
Value ($000) $108 Shares 13,600 Est. Cost $9.94 Unrealized
EATON VANCE TAXMANAGED 0.0%
Value ($000) $105 Shares 10,000 Est. Cost $10.69 Unrealized
FIFTH STREET FINANCE CORP 0.0%
Value ($000) $104 Shares 20,620 Est. Cost $6.55 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $97 Shares 10,921 Est. Cost $11.50 Unrealized
WINDSTREAM HLDGS INC 0.0%
Value ($000) $92 Shares 12,063 Est. Cost $6.36 Unrealized
TEEKAY TANKERS LTDCL A 0.0%
Value ($000) $53 Shares 14,350 Est. Cost $4.31 Unrealized