Dubuque Bank & Trust as of Dec. 31, 2013
Portfolio Holdings for Dubuque Bank & Trust
Dubuque Bank & Trust holds 429 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Heartland Financial USA (HTLF) | 8.8 | $50M | 1.7M | 28.79 | |
| Principal Diversified Real Asset Inst (PDRDX) | 6.6 | $37M | 3.1M | 12.03 | |
| Jpm Strategic Inc Oppty mf (JSOSX) | 4.5 | $26M | 2.2M | 11.89 | |
| Lord Abbett Shrt Dur Inc I F mf (LLDYX) | 4.5 | $25M | 5.6M | 4.55 | |
| Vanguard Admiral Shares Taxable (VFSUX) | 3.2 | $19M | 1.7M | 10.70 | |
| Stone Ridge Reinsurance Risk P | 3.1 | $18M | 1.7M | 10.21 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.0 | $17M | 341k | 50.84 | |
| Doubleline Total Return Bond (DBLTX) | 2.5 | $14M | 1.3M | 10.78 | |
| Spdr S&p 500 Etf (SPY) | 2.3 | $13M | 70k | 184.69 | |
| Goldman Sachs Strategic Income | 2.2 | $12M | 1.2M | 10.66 | |
| Ubs Ag Jersey Brh Alerian Infrst | 1.9 | $11M | 277k | 39.43 | |
| Vanguard Industrials ETF (VIS) | 1.8 | $10M | 101k | 100.03 | |
| Skyworks Solutions (SWKS) | 1.6 | $8.8M | 310k | 28.56 | |
| Bank of America Corporation (BAC) | 1.5 | $8.8M | 564k | 15.57 | |
| Unisys Corporation (UIS) | 1.5 | $8.8M | 262k | 33.57 | |
| General Motors Company (GM) | 1.5 | $8.6M | 211k | 40.87 | |
| Apple (AAPL) | 1.5 | $8.3M | 15k | 561.00 | |
| American International (AIG) | 1.4 | $8.2M | 160k | 51.05 | |
| American Express Company (AXP) | 1.4 | $8.1M | 89k | 90.73 | |
| Broadcom Corporation | 1.4 | $8.0M | 268k | 29.65 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $7.6M | 130k | 58.48 | |
| Wal-Mart Stores (WMT) | 1.3 | $7.3M | 92k | 78.69 | |
| Vanguard European ETF (VGK) | 1.3 | $7.2M | 123k | 58.80 | |
| Pimco Inv Grade Corp Bnd Fnd mf (PIGIX) | 1.2 | $7.1M | 692k | 10.24 | |
| Macy's (M) | 1.2 | $7.0M | 132k | 53.40 | |
| Stone Ridge High Yield Reins R | 1.2 | $7.0M | 687k | 10.22 | |
| Apache Corporation | 1.2 | $6.9M | 81k | 85.94 | |
| Bunge | 1.1 | $6.5M | 79k | 82.11 | |
| Qualcomm (QCOM) | 1.1 | $6.4M | 86k | 74.25 | |
| International Business Machines (IBM) | 1.0 | $5.8M | 31k | 187.57 | |
| Deere & Company (DE) | 0.9 | $5.2M | 57k | 91.32 | |
| Gulfport Energy Corporation | 0.9 | $5.0M | 80k | 63.13 | |
| Republic Services (RSG) | 0.9 | $5.0M | 150k | 33.20 | |
| CVS Caremark Corporation (CVS) | 0.9 | $5.0M | 70k | 71.58 | |
| Sprint | 0.9 | $5.0M | 466k | 10.75 | |
| Tcw Emerging Markets Income Fu (TGEIX) | 0.9 | $5.0M | 590k | 8.40 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.8 | $4.8M | 47k | 103.74 | |
| Pimco Fds emrglcl bd ins | 0.8 | $4.8M | 517k | 9.33 | |
| Steelpath Mlp Fds Tr Select 40 etf | 0.7 | $4.2M | 342k | 12.28 | |
| KBR (KBR) | 0.7 | $4.1M | 130k | 31.89 | |
| Alere | 0.7 | $4.1M | 14k | 286.29 | |
| Mylan | 0.7 | $4.1M | 93k | 43.40 | |
| Baxter International (BAX) | 0.7 | $3.9M | 57k | 69.55 | |
| Covidien | 0.7 | $3.8M | 56k | 68.10 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $3.7M | 34k | 111.36 | |
| CIGNA Corporation | 0.6 | $3.6M | 42k | 87.47 | |
| ITC Holdings | 0.6 | $3.5M | 37k | 95.81 | |
| 0.6 | $3.5M | 3.1k | 1120.82 | ||
| Johnson & Johnson (JNJ) | 0.6 | $3.4M | 37k | 91.60 | |
| Target Corporation (TGT) | 0.6 | $3.4M | 53k | 63.27 | |
| Hca Holdings (HCA) | 0.6 | $3.2M | 66k | 47.72 | |
| Directv | 0.6 | $3.2M | 46k | 69.07 | |
| Lihua International | 0.6 | $3.1M | 545k | 5.72 | |
| United States Steel Corporation | 0.5 | $3.0M | 102k | 29.50 | |
| Exelon Corporation (EXC) | 0.5 | $3.0M | 108k | 27.39 | |
| Pure Cycle Corporation (PCYO) | 0.5 | $2.9M | 453k | 6.33 | |
| Sealed Air (SEE) | 0.5 | $2.8M | 82k | 34.05 | |
| Preferred Apartment Communitie | 0.5 | $2.8M | 347k | 8.04 | |
| Industries N shs - a - (LYB) | 0.5 | $2.7M | 34k | 80.28 | |
| Alcoa | 0.4 | $2.5M | 234k | 10.63 | |
| FIRST TR EXCHANGE Traded Fd auto index (CARZ) | 0.4 | $2.5M | 62k | 39.70 | |
| Comerica Incorporated (CMA) | 0.4 | $2.3M | 48k | 47.55 | |
| Cliffs Natural Resources | 0.4 | $2.3M | 86k | 26.20 | |
| Cme (CME) | 0.4 | $2.2M | 28k | 78.45 | |
| Crown Castle International | 0.4 | $2.1M | 29k | 73.45 | |
| Cisco Systems (CSCO) | 0.4 | $2.1M | 93k | 22.43 | |
| People's United Financial | 0.4 | $2.0M | 134k | 15.12 | |
| Guggenheim Bulletshs Etf equity | 0.4 | $2.1M | 77k | 26.78 | |
| Unisys Corp 6.25% Cv Pfd A cvp | 0.3 | $1.8M | 20k | 89.27 | |
| Umh Mobile Homes 8.25% Pfd A p | 0.3 | $1.6M | 62k | 25.20 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | 13k | 101.18 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.2 | $1.3M | 32k | 42.21 | |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.2 | $1.2M | 127k | 9.73 | |
| Pimco Dynamic Credit Income other | 0.2 | $1.1M | 51k | 22.48 | |
| General Electric Company | 0.2 | $1.1M | 38k | 28.04 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.2 | $1.1M | 33k | 32.89 | |
| Spdr Short-term High Yield mf (SJNK) | 0.2 | $1.1M | 36k | 30.85 | |
| Microsoft Corporation (MSFT) | 0.2 | $1.1M | 28k | 37.38 | |
| Raytheon Company | 0.2 | $1.0M | 11k | 90.66 | |
| SPDR S&P Dividend (SDY) | 0.2 | $941k | 13k | 72.61 | |
| Whitestone REIT (WSR) | 0.1 | $758k | 57k | 13.38 | |
| Bristol Myers Squibb (BMY) | 0.1 | $691k | 13k | 53.15 | |
| Walgreen Company | 0.1 | $684k | 12k | 57.45 | |
| Pfizer (PFE) | 0.1 | $607k | 20k | 30.61 | |
| Chevron Corporation (CVX) | 0.1 | $597k | 4.8k | 124.92 | |
| Physicians Realty Trust | 0.1 | $548k | 43k | 12.74 | |
| Corning Incorporated (GLW) | 0.1 | $445k | 25k | 17.81 | |
| EMC Corporation | 0.1 | $460k | 18k | 25.14 | |
| Deluxe Corporation (DLX) | 0.1 | $428k | 8.2k | 52.15 | |
| Donaldson Company (DCI) | 0.1 | $428k | 9.8k | 43.51 | |
| Tennant Company (TNC) | 0.1 | $446k | 6.6k | 67.87 | |
| Clean Harbors (CLH) | 0.1 | $401k | 6.7k | 59.89 | |
| At&t (T) | 0.1 | $398k | 11k | 35.13 | |
| Cummins (CMI) | 0.1 | $400k | 2.8k | 141.09 | |
| Tetra Tech (TTEK) | 0.1 | $420k | 15k | 27.96 | |
| Helmerich & Payne (HP) | 0.1 | $411k | 4.9k | 84.14 | |
| Plum Creek Timber | 0.1 | $415k | 8.9k | 46.55 | |
| ConocoPhillips (COP) | 0.1 | $412k | 5.8k | 70.61 | |
| Varian Medical Systems | 0.1 | $375k | 4.8k | 77.62 | |
| MetLife (MET) | 0.1 | $407k | 7.6k | 53.86 | |
| Computer Programs & Systems (TBRG) | 0.1 | $413k | 6.7k | 61.88 | |
| Healthcare Services (HCSG) | 0.1 | $406k | 14k | 28.39 | |
| AZZ Incorporated (AZZ) | 0.1 | $412k | 8.4k | 48.87 | |
| Market Vectors High Yield Muni. Ind | 0.1 | $386k | 14k | 28.25 | |
| Ing Global Real Estate | 0.1 | $389k | 21k | 18.33 | |
| Ameriprise Financial (AMP) | 0.1 | $341k | 3.0k | 115.16 | |
| Intel Corporation (INTC) | 0.1 | $331k | 13k | 25.98 | |
| Becton, Dickinson and (BDX) | 0.1 | $322k | 2.9k | 110.65 | |
| Merck & Co (MRK) | 0.1 | $358k | 7.2k | 50.00 | |
| iShares S&P 500 Index (IVV) | 0.1 | $337k | 1.8k | 185.88 | |
| HCP | 0.1 | $317k | 8.7k | 36.34 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $316k | 4.2k | 75.24 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $341k | 3.2k | 105.57 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $314k | 2.6k | 120.08 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $357k | 3.5k | 101.28 | |
| PowerShares Dividend Achievers | 0.1 | $319k | 16k | 19.94 | |
| Coca-Cola Company (KO) | 0.1 | $295k | 7.2k | 41.29 | |
| Norfolk Southern (NSC) | 0.1 | $311k | 3.4k | 92.70 | |
| Kohl's Corporation (KSS) | 0.1 | $264k | 4.7k | 56.80 | |
| Travelers Companies (TRV) | 0.1 | $269k | 3.0k | 90.39 | |
| Harris Corporation | 0.1 | $286k | 4.1k | 69.84 | |
| Verizon Communications (VZ) | 0.1 | $260k | 5.3k | 49.10 | |
| Darden Restaurants (DRI) | 0.1 | $262k | 4.8k | 54.45 | |
| Amgen (AMGN) | 0.1 | $312k | 2.7k | 113.64 | |
| Honeywell International (HON) | 0.1 | $262k | 2.9k | 91.42 | |
| Philip Morris International (PM) | 0.1 | $305k | 3.5k | 87.09 | |
| Procter & Gamble Company (PG) | 0.1 | $298k | 3.7k | 81.37 | |
| Sigma-Aldrich Corporation | 0.1 | $299k | 3.2k | 93.88 | |
| ConAgra Foods (CAG) | 0.1 | $258k | 7.7k | 33.64 | |
| Technology SPDR (XLK) | 0.1 | $276k | 7.7k | 35.77 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $286k | 3.2k | 89.51 | |
| PowerShares Intl. Dividend Achiev. | 0.1 | $269k | 15k | 18.42 | |
| Retail Properties Of America | 0.1 | $305k | 24k | 12.71 | |
| Eaton (ETN) | 0.1 | $258k | 3.4k | 76.24 | |
| PNC Financial Services (PNC) | 0.0 | $246k | 3.2k | 77.48 | |
| MDU Resources (MDU) | 0.0 | $254k | 8.3k | 30.49 | |
| PPL Corporation (PPL) | 0.0 | $241k | 8.0k | 30.12 | |
| ProShares Short S&P500 | 0.0 | $240k | 9.5k | 25.25 | |
| Clean Energy Fuels (CLNE) | 0.0 | $226k | 18k | 12.86 | |
| UGI Corporation (UGI) | 0.0 | $241k | 5.8k | 41.44 | |
| iShares S&P 100 Index (OEF) | 0.0 | $243k | 3.0k | 82.23 | |
| Vectren Corporation | 0.0 | $223k | 6.3k | 35.56 | |
| Northern Funds Fixed Income Fu | 0.0 | $221k | 22k | 10.11 | |
| Eli Lilly & Co. (LLY) | 0.0 | $157k | 3.1k | 51.06 | |
| 3M Company (MMM) | 0.0 | $195k | 1.4k | 139.98 | |
| Hawaiian Electric Industries (HE) | 0.0 | $149k | 5.7k | 26.09 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $166k | 1.4k | 114.97 | |
| Union Pacific Corporation (UNP) | 0.0 | $151k | 896.00 | 168.53 | |
| Wells Fargo & Company (WFC) | 0.0 | $143k | 3.1k | 45.56 | |
| Novartis (NVS) | 0.0 | $188k | 2.3k | 80.35 | |
| Altria (MO) | 0.0 | $146k | 3.8k | 38.38 | |
| Pepsi (PEP) | 0.0 | $176k | 2.1k | 82.96 | |
| Accenture (ACN) | 0.0 | $190k | 2.3k | 82.39 | |
| Public Service Enterprise (PEG) | 0.0 | $152k | 4.7k | 32.07 | |
| Rogers Communications -cl B (RCI) | 0.0 | $158k | 3.5k | 45.14 | |
| Rockwell Automation (ROK) | 0.0 | $173k | 1.5k | 118.01 | |
| United Natural Foods (UNFI) | 0.0 | $178k | 2.4k | 75.23 | |
| Powershares Senior Loan Portfo mf | 0.0 | $143k | 5.8k | 24.83 | |
| Guggenheim Bulletshs Etf equity | 0.0 | $144k | 5.4k | 26.74 | |
| Express Scripts Holding | 0.0 | $144k | 2.0k | 70.46 | |
| Hasbro (HAS) | 0.0 | $102k | 1.9k | 54.84 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $88k | 2.1k | 41.90 | |
| MasterCard Incorporated (MA) | 0.0 | $87k | 104.00 | 836.54 | |
| Discover Financial Services | 0.0 | $104k | 1.9k | 56.22 | |
| McDonald's Corporation (MCD) | 0.0 | $95k | 973.00 | 97.37 | |
| Health Care SPDR (XLV) | 0.0 | $88k | 1.6k | 55.17 | |
| Walt Disney Company (DIS) | 0.0 | $121k | 1.6k | 76.42 | |
| V.F. Corporation (VFC) | 0.0 | $86k | 1.4k | 62.68 | |
| Tyson Foods (TSN) | 0.0 | $90k | 2.7k | 33.33 | |
| Rockwell Collins | 0.0 | $104k | 1.4k | 73.86 | |
| Royal Dutch Shell | 0.0 | $89k | 1.2k | 71.07 | |
| Schlumberger (SLB) | 0.0 | $109k | 1.2k | 90.46 | |
| United Technologies Corporation | 0.0 | $99k | 867.00 | 114.19 | |
| Zimmer Holdings (ZBH) | 0.0 | $90k | 965.00 | 93.26 | |
| Alliant Energy Corporation (LNT) | 0.0 | $100k | 1.9k | 51.71 | |
| Celgene Corporation | 0.0 | $92k | 543.00 | 169.43 | |
| Arlington Asset Investment | 0.0 | $92k | 3.5k | 26.47 | |
| American Water Works (AWK) | 0.0 | $136k | 3.2k | 42.39 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $121k | 2.0k | 60.50 | |
| Ipath Dow Jones-aig Commodity (DJP) | 0.0 | $96k | 2.6k | 36.92 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $113k | 3.1k | 36.93 | |
| Northern Ultra-short Fixed Income Fund (NUSFX) | 0.0 | $99k | 9.7k | 10.23 | |
| BP (BP) | 0.0 | $37k | 753.00 | 49.14 | |
| Comcast Corporation (CMCSA) | 0.0 | $51k | 975.00 | 52.31 | |
| Northeast Utilities System | 0.0 | $32k | 751.00 | 42.61 | |
| U.S. Bancorp (USB) | 0.0 | $68k | 1.7k | 40.26 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $48k | 1.3k | 36.67 | |
| Costco Wholesale Corporation (COST) | 0.0 | $64k | 535.00 | 119.63 | |
| Monsanto Company | 0.0 | $37k | 316.00 | 117.09 | |
| Home Depot (HD) | 0.0 | $71k | 866.00 | 81.99 | |
| CBS Corporation | 0.0 | $61k | 963.00 | 63.34 | |
| Ameren Corporation (AEE) | 0.0 | $41k | 1.1k | 35.75 | |
| Consolidated Edison (ED) | 0.0 | $44k | 800.00 | 55.00 | |
| United Parcel Service (UPS) | 0.0 | $34k | 328.00 | 103.66 | |
| Cerner Corporation | 0.0 | $35k | 628.00 | 55.73 | |
| McGraw-Hill Companies | 0.0 | $31k | 400.00 | 77.50 | |
| Boeing Company (BA) | 0.0 | $31k | 229.00 | 135.37 | |
| Nordstrom | 0.0 | $42k | 675.00 | 62.22 | |
| Newell Rubbermaid (NWL) | 0.0 | $65k | 2.0k | 32.50 | |
| Regions Financial Corporation (RF) | 0.0 | $30k | 3.1k | 9.78 | |
| E.I. du Pont de Nemours & Company | 0.0 | $35k | 540.00 | 64.81 | |
| Emerson Electric (EMR) | 0.0 | $63k | 900.00 | 70.00 | |
| Endo Pharmaceuticals | 0.0 | $50k | 747.00 | 66.93 | |
| AstraZeneca (AZN) | 0.0 | $59k | 1.0k | 59.00 | |
| Waters Corporation (WAT) | 0.0 | $85k | 850.00 | 100.00 | |
| Air Products & Chemicals (APD) | 0.0 | $45k | 400.00 | 112.50 | |
| Williams-Sonoma (WSM) | 0.0 | $41k | 705.00 | 58.16 | |
| Anadarko Petroleum Corporation | 0.0 | $37k | 469.00 | 78.89 | |
| Diageo (DEO) | 0.0 | $80k | 605.00 | 132.23 | |
| eBay (EBAY) | 0.0 | $41k | 741.00 | 55.33 | |
| General Mills (GIS) | 0.0 | $57k | 1.1k | 49.69 | |
| Hess (HES) | 0.0 | $67k | 810.00 | 82.72 | |
| Nextera Energy (NEE) | 0.0 | $33k | 390.00 | 84.62 | |
| Nike (NKE) | 0.0 | $75k | 952.00 | 78.78 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $38k | 400.00 | 95.00 | |
| Stryker Corporation (SYK) | 0.0 | $75k | 1.0k | 75.00 | |
| Ford Motor Company (F) | 0.0 | $42k | 2.7k | 15.56 | |
| Danaher Corporation (DHR) | 0.0 | $85k | 1.1k | 77.48 | |
| Gilead Sciences (GILD) | 0.0 | $64k | 854.00 | 74.94 | |
| Southern Company (SO) | 0.0 | $78k | 1.9k | 41.05 | |
| Starbucks Corporation (SBUX) | 0.0 | $71k | 900.00 | 78.89 | |
| Lowe's Companies (LOW) | 0.0 | $61k | 1.2k | 49.55 | |
| Vornado Realty Trust (VNO) | 0.0 | $64k | 724.00 | 88.40 | |
| Oracle Corporation (ORCL) | 0.0 | $66k | 1.7k | 38.25 | |
| Forest Laboratories | 0.0 | $57k | 946.00 | 60.25 | |
| Industrial SPDR (XLI) | 0.0 | $83k | 1.6k | 52.37 | |
| Juniper Networks (JNPR) | 0.0 | $30k | 1.3k | 22.56 | |
| Entergy Corporation (ETR) | 0.0 | $66k | 1.1k | 61.54 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $45k | 390.00 | 115.38 | |
| Southwest Airlines (LUV) | 0.0 | $45k | 2.4k | 18.67 | |
| MGE Energy (MGEE) | 0.0 | $39k | 670.00 | 58.21 | |
| Boardwalk Pipeline Partners | 0.0 | $34k | 1.4k | 25.19 | |
| Chicago Bridge & Iron Company | 0.0 | $50k | 600.00 | 83.33 | |
| Ocwen Financial Corporation | 0.0 | $60k | 1.1k | 55.61 | |
| Sunoco Logistics Partners | 0.0 | $31k | 410.00 | 75.61 | |
| Urban Outfitters (URBN) | 0.0 | $34k | 925.00 | 36.76 | |
| Ennis (EBF) | 0.0 | $31k | 1.8k | 17.71 | |
| K12 | 0.0 | $31k | 1.4k | 22.00 | |
| Manulife Finl Corp (MFC) | 0.0 | $32k | 1.6k | 20.00 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $64k | 425.00 | 150.59 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $81k | 3.7k | 21.86 | |
| iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.0 | $59k | 865.00 | 68.21 | |
| ROYAL BK SCOTLAND Group Plc sp adr pref s | 0.0 | $43k | 2.0k | 21.50 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $48k | 1.2k | 41.20 | |
| Royal Bk Scotland Group Plc adr pfd ser p | 0.0 | $57k | 2.8k | 20.36 | |
| Eaton Vance Short Duration Diversified I (EVG) | 0.0 | $46k | 3.0k | 15.33 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $32k | 500.00 | 64.00 | |
| ETFS Physical Palladium Shares | 0.0 | $55k | 790.00 | 69.62 | |
| ING Prime Rate Trust | 0.0 | $37k | 6.4k | 5.78 | |
| Barclays Bk Plc us tres steep | 0.0 | $59k | 1.4k | 42.14 | |
| Market Vectors Steel | 0.0 | $31k | 625.00 | 49.60 | |
| Deutsche Bk Ag Ldn Brh ps gold sh etn (DGZ) | 0.0 | $61k | 3.9k | 15.82 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $79k | 1.4k | 56.23 | |
| Fidelity High Income mf | 0.0 | $75k | 8.0k | 9.43 | |
| Mainstay High Yield semnb (MHCAX) | 0.0 | $42k | 6.9k | 6.04 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $72k | 1.4k | 50.70 | |
| Post Holdings Inc Common (POST) | 0.0 | $40k | 814.00 | 49.14 | |
| Emcore Corp | 0.0 | $41k | 8.0k | 5.12 | |
| Phillips 66 (PSX) | 0.0 | $39k | 512.00 | 76.17 | |
| Mondelez Int (MDLZ) | 0.0 | $84k | 2.4k | 35.46 | |
| Kraft Foods | 0.0 | $46k | 848.00 | 54.52 | |
| Liberty Media | 0.0 | $38k | 258.00 | 147.29 | |
| Oppenheimer Intl Bd C | 0.0 | $41k | 6.8k | 6.03 | |
| Bb&t Corp dp shs rp pf | 0.0 | $56k | 3.0k | 18.67 | |
| Northern Global Real Estate In (NGREX) | 0.0 | $75k | 8.3k | 9.09 | |
| Vanguard Intermediate Term Tre | 0.0 | $35k | 3.1k | 11.25 | |
| Northern High Yield Fixed In | 0.0 | $73k | 9.7k | 7.51 | |
| Chubb Corporation | 0.0 | $14k | 150.00 | 93.33 | |
| Petroleo Brasileiro SA (PBR.A) | 0.0 | $6.0k | 400.00 | 15.00 | |
| Time Warner | 0.0 | $26k | 380.00 | 68.42 | |
| BlackRock | 0.0 | $11k | 36.00 | 305.56 | |
| Goldman Sachs (GS) | 0.0 | $11k | 62.00 | 177.42 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $8.0k | 300.00 | 26.67 | |
| State Street Corporation (STT) | 0.0 | $6.0k | 85.00 | 70.59 | |
| Western Union Company (WU) | 0.0 | $15k | 860.00 | 17.44 | |
| Ace Limited Cmn | 0.0 | $15k | 144.00 | 104.17 | |
| Northern Trust Corporation (NTRS) | 0.0 | $9.6k | 160.00 | 60.00 | |
| SLM Corporation (SLM) | 0.0 | $2.0k | 71.00 | 28.17 | |
| Moody's Corporation (MCO) | 0.0 | $19k | 240.00 | 79.17 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $12k | 100.00 | 120.00 | |
| Devon Energy Corporation (DVN) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Ecolab (ECL) | 0.0 | $21k | 200.00 | 105.00 | |
| Range Resources (RRC) | 0.0 | $10k | 120.00 | 83.33 | |
| Waste Management (WM) | 0.0 | $27k | 592.00 | 45.61 | |
| Abbott Laboratories (ABT) | 0.0 | $9.0k | 245.00 | 36.73 | |
| Comcast Corporation | 0.0 | $5.0k | 100.00 | 50.00 | |
| Dominion Resources (D) | 0.0 | $10k | 152.00 | 65.79 | |
| FirstEnergy (FE) | 0.0 | $15k | 468.00 | 32.05 | |
| Autodesk (ADSK) | 0.0 | $25k | 490.00 | 51.02 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $13k | 216.00 | 60.19 | |
| Bed Bath & Beyond | 0.0 | $4.0k | 45.00 | 88.89 | |
| Citrix Systems | 0.0 | $19k | 304.00 | 62.50 | |
| Edwards Lifesciences (EW) | 0.0 | $7.0k | 100.00 | 70.00 | |
| Franklin Resources (BEN) | 0.0 | $19k | 333.00 | 57.06 | |
| Hubbell Incorporated | 0.0 | $15k | 134.00 | 111.94 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $17k | 161.00 | 103.17 | |
| Noble Energy | 0.0 | $8.0k | 120.00 | 66.67 | |
| PPG Industries (PPG) | 0.0 | $18k | 94.00 | 191.49 | |
| Spectra Energy | 0.0 | $8.0k | 228.00 | 35.09 | |
| SYSCO Corporation (SYY) | 0.0 | $12k | 338.00 | 35.50 | |
| Teradata Corporation (TDC) | 0.0 | $0 | 10.00 | 0.00 | |
| Transocean (RIG) | 0.0 | $1.0k | 27.00 | 37.04 | |
| AFLAC Incorporated (AFL) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Boston Scientific Corporation (BSX) | 0.0 | $2.0k | 156.00 | 12.82 | |
| Dow Chemical Company | 0.0 | $6.8k | 170.00 | 40.00 | |
| Medtronic | 0.0 | $25k | 436.00 | 56.55 | |
| Pall Corporation | 0.0 | $15k | 170.00 | 88.24 | |
| Timken Company (TKR) | 0.0 | $1.0k | 20.00 | 50.00 | |
| International Paper Company (IP) | 0.0 | $14k | 292.00 | 47.95 | |
| Hanesbrands (HBI) | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Las Vegas Sands (LVS) | 0.0 | $6.0k | 80.00 | 75.00 | |
| Analog Devices (ADI) | 0.0 | $24k | 477.00 | 50.31 | |
| Everest Re Group (EG) | 0.0 | $3.0k | 19.00 | 157.89 | |
| National-Oilwell Var | 0.0 | $10k | 120.00 | 83.33 | |
| Universal Health Services (UHS) | 0.0 | $14k | 170.00 | 82.35 | |
| Valero Energy Corporation (VLO) | 0.0 | $18k | 350.00 | 51.43 | |
| Potash Corp. Of Saskatchewan I | 0.0 | $2.0k | 75.00 | 26.67 | |
| Yum! Brands (YUM) | 0.0 | $15k | 200.00 | 75.00 | |
| Energizer Holdings | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Allergan | 0.0 | $7.0k | 63.00 | 111.11 | |
| Allstate Corporation (ALL) | 0.0 | $25k | 458.00 | 54.59 | |
| Baker Hughes Incorporated | 0.0 | $11k | 200.00 | 55.00 | |
| GlaxoSmithKline | 0.0 | $19k | 351.00 | 54.13 | |
| Halliburton Company (HAL) | 0.0 | $10k | 200.00 | 50.00 | |
| Maxim Integrated Products | 0.0 | $3.6k | 139.00 | 25.64 | |
| NCR Corporation (VYX) | 0.0 | $4.0k | 110.00 | 36.36 | |
| Praxair | 0.0 | $5.0k | 35.00 | 142.86 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $7.0k | 150.00 | 46.67 | |
| UnitedHealth (UNH) | 0.0 | $15k | 202.00 | 74.26 | |
| Vodafone | 0.0 | $25k | 639.00 | 38.35 | |
| American Electric Power Company (AEP) | 0.0 | $9.0k | 182.00 | 49.45 | |
| Linear Technology Corporation | 0.0 | $9.0k | 200.00 | 45.00 | |
| LSI Corporation | 0.0 | $11k | 1.0k | 11.00 | |
| Staples | 0.0 | $5.0k | 300.00 | 16.67 | |
| Total (TTE) | 0.0 | $4.0k | 65.00 | 61.54 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $15k | 400.00 | 37.50 | |
| Shire | 0.0 | $9.0k | 62.00 | 145.16 | |
| Henry Schein (HSIC) | 0.0 | $21k | 182.00 | 115.38 | |
| Illinois Tool Works (ITW) | 0.0 | $13k | 160.00 | 80.00 | |
| Whole Foods Market | 0.0 | $13k | 220.00 | 59.09 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $15k | 142.00 | 105.63 | |
| Novo Nordisk A/S (NVO) | 0.0 | $9.0k | 50.00 | 180.00 | |
| Manpower (MAN) | 0.0 | $9.0k | 100.00 | 90.00 | |
| Prudential Financial (PRU) | 0.0 | $21k | 227.00 | 92.51 | |
| Hospitality Properties Trust | 0.0 | $2.0k | 90.00 | 22.22 | |
| Visa (V) | 0.0 | $28k | 127.00 | 222.22 | |
| Omni (OMC) | 0.0 | $13k | 170.00 | 76.47 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $12k | 200.00 | 60.00 | |
| Fastenal Company (FAST) | 0.0 | $5.0k | 100.00 | 50.00 | |
| First Solar (FSLR) | 0.0 | $16k | 300.00 | 53.33 | |
| Pioneer Natural Resources | 0.0 | $17k | 90.00 | 188.89 | |
| Precision Castparts | 0.0 | $17k | 62.00 | 274.19 | |
| priceline.com Incorporated | 0.0 | $24k | 21.00 | 1142.86 | |
| Marathon Oil Corporation (MRO) | 0.0 | $11k | 318.00 | 34.59 | |
| Amazon (AMZN) | 0.0 | $12k | 30.00 | 400.00 | |
| SPDR Gold Trust (GLD) | 0.0 | $12k | 100.00 | 120.00 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $23k | 260.00 | 88.46 | |
| Green Mountain Coffee Roasters | 0.0 | $23k | 300.00 | 76.67 | |
| Estee Lauder Companies (EL) | 0.0 | $10k | 128.00 | 78.12 | |
| Equinix | 0.0 | $14k | 81.00 | 172.84 | |
| Under Armour (UAA) | 0.0 | $7.0k | 78.00 | 89.74 | |
| Baidu (BIDU) | 0.0 | $4.0k | 21.00 | 190.48 | |
| Eaton Vance | 0.0 | $4.0k | 100.00 | 40.00 | |
| DineEquity (DIN) | 0.0 | $3.0k | 31.00 | 96.77 | |
| Community Health Systems (CYH) | 0.0 | $8.0k | 200.00 | 40.00 | |
| Starwood Hotels & Resorts Worldwide | 0.0 | $1.0k | 15.00 | 66.67 | |
| Atmos Energy Corporation (ATO) | 0.0 | $12k | 260.00 | 46.15 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $2.0k | 200.00 | 10.00 | |
| Jabil Circuit (JBL) | 0.0 | $24k | 1.4k | 17.32 | |
| SCANA Corporation | 0.0 | $3.0k | 55.00 | 54.55 | |
| Abb (ABBNY) | 0.0 | $4.0k | 160.00 | 25.00 | |
| ARM Holdings | 0.0 | $19k | 350.00 | 54.29 | |
| Ashland | 0.0 | $22k | 225.00 | 97.78 | |
| BorgWarner (BWA) | 0.0 | $18k | 314.00 | 57.32 | |
| Flowserve Corporation (FLS) | 0.0 | $18k | 225.00 | 80.00 | |
| Hain Celestial (HAIN) | 0.0 | $10k | 106.00 | 94.34 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $13k | 196.00 | 66.33 | |
| Unilever (UL) | 0.0 | $21k | 510.00 | 40.91 | |
| BT | 0.0 | $19k | 294.00 | 64.63 | |
| Corrections Corporation of America | 0.0 | $11k | 337.00 | 32.64 | |
| Gentex Corporation (GNTX) | 0.0 | $11k | 346.00 | 31.79 | |
| National Fuel Gas (NFG) | 0.0 | $11k | 150.00 | 73.33 | |
| Volcano Corporation | 0.0 | $9.0k | 400.00 | 22.50 | |
| Cameron International Corporation | 0.0 | $12k | 200.00 | 60.00 | |
| Kinder Morgan Energy Partners | 0.0 | $8.0k | 100.00 | 80.00 | |
| KMG Chemicals | 0.0 | $999.900000 | 30.00 | 33.33 | |
| Merge Healthcare | 0.0 | $2.0k | 1.0k | 2.00 | |
| Rbc Cad (RY) | 0.0 | $12k | 176.00 | 68.18 | |
| iShares Dow Jones US Home Const. (ITB) | 0.0 | $4.0k | 170.00 | 23.53 | |
| Nabors Industries | 0.0 | $3.0k | 200.00 | 15.00 | |
| Hyatt Hotels Corporation (H) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Suncor Energy (SU) | 0.0 | $14k | 400.00 | 35.00 | |
| Dollar General (DG) | 0.0 | $7.0k | 115.00 | 60.87 | |
| iShares Silver Trust (SLV) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Putnam Master Int. Income (PIM) | 0.0 | $10k | 1.9k | 5.26 | |
| DuPont Fabros Technology | 0.0 | $4.0k | 160.00 | 25.00 | |
| Valeant Pharmaceuticals Int | 0.0 | $11k | 97.00 | 113.40 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $28k | 390.00 | 71.79 | |
| Alerian Mlp Etf | 0.0 | $4.0k | 230.00 | 17.39 | |
| SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.0 | $25k | 400.00 | 62.50 | |
| BlackRock Real Asset Trust | 0.0 | $12k | 1.4k | 8.73 | |
| Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $4.0k | 317.00 | 12.62 | |
| Swiss Helvetia Fund (SWZ) | 0.0 | $17k | 1.2k | 14.04 | |
| Barclays Bank Plc etn djubscoffe38 (JJOFF) | 0.0 | $15k | 680.00 | 22.06 | |
| Natl Westminster Bk Plc Ser C 7.76% pref | 0.0 | $25k | 1.0k | 25.00 | |
| Deutsche Bk Contingnt Cap Tr V ps | 0.0 | $20k | 750.00 | 26.67 | |
| Loomis Sayles Invest Gr Cl A mf (LIGRX) | 0.0 | $13k | 1.1k | 11.89 | |
| Citigroup (C) | 0.0 | $7.0k | 135.00 | 51.85 | |
| Fusion-io | 0.0 | $0 | 50.00 | 0.00 | |
| Pimco Real Return semnb (PRTNX) | 0.0 | $19k | 1.7k | 11.22 | |
| Ralph Lauren Corp (RL) | 0.0 | $9.0k | 51.00 | 176.47 | |
| Vanguard Wellesley Income-adm (VWIAX) | 0.0 | $4.0k | 67.00 | 59.70 | |
| Michael Kors Holdings | 0.0 | $18k | 225.00 | 80.00 | |
| Flexshares Tr mornstar upstr (GUNR) | 0.0 | $16k | 452.00 | 35.40 | |
| Flexshares Tr iboxx 3r targt (TDTT) | 0.0 | $26k | 1.0k | 25.00 | |
| Roundy's | 0.0 | $1.0k | 100.00 | 10.00 | |
| Facebook Inc cl a (META) | 0.0 | $14k | 250.00 | 56.00 | |
| Duke Energy (DUK) | 0.0 | $22k | 320.00 | 68.75 | |
| Blackrock H/y Bd Port | 0.0 | $0 | 26.00 | 0.00 | |
| Abbvie (ABBV) | 0.0 | $24k | 450.00 | 53.33 | |
| Proshares Tr | 0.0 | $10k | 285.00 | 35.09 | |
| Brookfield Total Return Fd I | 0.0 | $5.0k | 212.00 | 23.58 | |
| Lyon William Homes cl a | 0.0 | $11k | 500.00 | 22.00 | |
| Twenty-first Century Fox | 0.0 | $15k | 440.00 | 34.09 | |
| News (NWSA) | 0.0 | $2.0k | 110.00 | 18.18 | |
| Oppenheimer Senior Floating Ra | 0.0 | $0 | 0 | 0.00 | |
| Intercontinental Exchange (ICE) | 0.0 | $15k | 65.00 | 230.77 | |
| Catchmark Timber Tr Inc cl a | 0.0 | $2.0k | 107.00 | 18.69 | |
| Eastman Kodak (KODK) | 0.0 | $3.0k | 74.00 | 40.54 |