Sanctuary Wealth Advisors as of Sept. 30, 2014
Portfolio Holdings for Sanctuary Wealth Advisors
Sanctuary Wealth Advisors holds 508 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares iBoxx $ High Yid Corp Bond (HYG) | 4.8 | $6.4M | 70k | 91.95 | |
Dorchester Minerals (DMLP) | 4.2 | $5.7M | 192k | 29.57 | |
Apple (AAPL) | 4.1 | $5.6M | 55k | 100.74 | |
ProShares Short S&P500 | 3.9 | $5.2M | 228k | 23.01 | |
Berkshire Hathaway (BRK.B) | 3.3 | $4.5M | 32k | 138.13 | |
CenturyLink | 2.8 | $3.7M | 91k | 40.89 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.4 | $3.3M | 28k | 118.20 | |
JPMorgan Chase & Co. (JPM) | 2.3 | $3.1M | 51k | 60.24 | |
ProShares Short Russell2000 | 2.1 | $2.9M | 167k | 17.18 | |
Google Inc Class C | 2.1 | $2.8M | 4.9k | 577.36 | |
Seadrill | 2.0 | $2.7M | 101k | 26.76 | |
Mattson Technology | 1.9 | $2.6M | 1.1M | 2.47 | |
General Electric Company | 1.9 | $2.6M | 101k | 25.62 | |
Kinder Morgan Energy Partners | 1.9 | $2.5M | 27k | 93.28 | |
DISH Network | 1.7 | $2.3M | 35k | 64.57 | |
Union Pacific Corporation (UNP) | 1.4 | $1.9M | 17k | 108.41 | |
Intel Corporation (INTC) | 1.3 | $1.8M | 51k | 34.82 | |
Energy Transfer Partners | 1.2 | $1.7M | 26k | 63.99 | |
Bristol Myers Squibb (BMY) | 1.2 | $1.6M | 32k | 51.17 | |
Costamare (CMRE) | 1.2 | $1.6M | 72k | 21.96 | |
Calpine Corporation | 1.1 | $1.5M | 69k | 21.71 | |
iRobot Corporation (IRBT) | 1.1 | $1.5M | 48k | 30.45 | |
Ares Capital Corporation (ARCC) | 1.1 | $1.4M | 90k | 16.16 | |
American International (AIG) | 1.1 | $1.4M | 26k | 54.03 | |
Verizon Communications (VZ) | 1.0 | $1.3M | 26k | 49.99 | |
Freeport-McMoRan Copper & Gold (FCX) | 1.0 | $1.3M | 40k | 32.64 | |
Bank of America Corporation (BAC) | 0.9 | $1.2M | 72k | 17.05 | |
Williams Companies (WMB) | 0.9 | $1.2M | 21k | 55.33 | |
Diageo (DEO) | 0.8 | $1.1M | 9.8k | 115.37 | |
Blackstone | 0.8 | $1.1M | 36k | 31.49 | |
Walt Disney Company (DIS) | 0.8 | $1.1M | 12k | 89.06 | |
Hewlett-Packard Company | 0.8 | $1.1M | 31k | 35.48 | |
KKR & Co | 0.8 | $1.1M | 48k | 22.29 | |
Wells Fargo & Company (WFC) | 0.8 | $1.1M | 20k | 51.87 | |
Thermo Fisher Scientific (TMO) | 0.8 | $1.0M | 8.6k | 121.75 | |
Directv | 0.8 | $1.0M | 12k | 86.52 | |
Rockwell Collins | 0.8 | $1.0M | 13k | 78.47 | |
Walgreen Boots Alliance (WBA) | 0.8 | $1.0M | 17k | 59.25 | |
Kinder Morgan (KMI) | 0.8 | $1.0M | 26k | 38.35 | |
Tyco International | 0.8 | $1.0M | 23k | 44.55 | |
Citigroup (C) | 0.7 | $985k | 19k | 51.81 | |
Canadian Pacific Railway | 0.7 | $974k | 4.7k | 207.37 | |
BlackRock (BLK) | 0.7 | $937k | 2.9k | 328.20 | |
Post Holdings Inc Common (POST) | 0.7 | $916k | 28k | 33.18 | |
MarkWest Energy Partners | 0.7 | $900k | 12k | 76.81 | |
Altria (MO) | 0.7 | $895k | 20k | 45.93 | |
Danaher Corporation (DHR) | 0.7 | $888k | 12k | 76.01 | |
Mondelez Int (MDLZ) | 0.7 | $896k | 26k | 34.27 | |
Fox News | 0.7 | $882k | 27k | 33.32 | |
Unilever | 0.6 | $856k | 22k | 39.69 | |
BP (BP) | 0.6 | $831k | 19k | 43.97 | |
Michael Kors Holdings | 0.6 | $812k | 11k | 71.35 | |
Delta Air Lines (DAL) | 0.6 | $792k | 22k | 36.14 | |
Kayne Anderson MLP Investment (KYN) | 0.6 | $795k | 20k | 40.82 | |
Yahoo! | 0.6 | $790k | 19k | 40.75 | |
San Juan Basin Royalty Trust (SJT) | 0.6 | $781k | 41k | 19.00 | |
Pfizer (PFE) | 0.5 | $729k | 25k | 29.55 | |
Abbvie (ABBV) | 0.4 | $590k | 10k | 57.75 | |
Capital One Financial (COF) | 0.4 | $580k | 7.1k | 81.62 | |
PNC Financial Services (PNC) | 0.4 | $528k | 6.2k | 85.62 | |
Cross Timbers Royalty Trust (CRT) | 0.4 | $530k | 17k | 31.81 | |
Echostar Corporation (SATS) | 0.4 | $517k | 11k | 48.73 | |
Gilead Sciences (GILD) | 0.4 | $512k | 4.8k | 106.38 | |
At&t (T) | 0.4 | $500k | 14k | 35.24 | |
Oaktree Cap | 0.4 | $505k | 9.9k | 51.06 | |
Exxon Mobil Corporation (XOM) | 0.3 | $455k | 4.8k | 94.14 | |
0.3 | $447k | 759.00 | 588.93 | ||
ProShares Short 20+ Year Treasury ETF (TBF) | 0.3 | $444k | 16k | 27.75 | |
Access Midstream Partners, L.p | 0.3 | $448k | 8.0k | 56.10 | |
Chevron Corporation (CVX) | 0.3 | $425k | 3.6k | 119.38 | |
Magellan Midstream Partners | 0.3 | $373k | 4.4k | 84.18 | |
Macy's (M) | 0.3 | $362k | 6.2k | 58.24 | |
Vanguard European ETF (VGK) | 0.3 | $360k | 6.5k | 55.25 | |
Johnson & Johnson (JNJ) | 0.3 | $347k | 3.3k | 106.51 | |
DaVita (DVA) | 0.2 | $334k | 4.6k | 73.20 | |
American Airls (AAL) | 0.2 | $337k | 9.5k | 35.52 | |
Microchip Technology (MCHP) | 0.2 | $326k | 6.9k | 47.21 | |
Procter & Gamble Company (PG) | 0.2 | $316k | 3.8k | 83.78 | |
Enterprise Products Partners (EPD) | 0.2 | $302k | 7.5k | 40.23 | |
Starwood Property Trust (STWD) | 0.2 | $279k | 13k | 21.93 | |
Coca-Cola Company (KO) | 0.2 | $282k | 6.6k | 42.73 | |
Abbott Laboratories (ABT) | 0.2 | $285k | 6.9k | 41.56 | |
Northstar Rlty Fin | 0.2 | $283k | 16k | 17.69 | |
Hillenbrand (HI) | 0.2 | $272k | 8.8k | 30.88 | |
International Business Machines (IBM) | 0.2 | $264k | 1.4k | 189.93 | |
Vodafone Group New Adr F (VOD) | 0.2 | $265k | 8.1k | 32.86 | |
GlaxoSmithKline | 0.2 | $262k | 5.7k | 46.05 | |
SPDR Gold Trust (GLD) | 0.2 | $257k | 2.2k | 116.18 | |
Oneok (OKE) | 0.2 | $259k | 3.9k | 65.65 | |
Cisco Systems (CSCO) | 0.2 | $240k | 9.5k | 25.20 | |
Public Storage (PSA) | 0.2 | $243k | 1.5k | 166.10 | |
Sunoco Logistics Partners | 0.2 | $249k | 5.2k | 48.24 | |
Mattel (MAT) | 0.2 | $229k | 7.5k | 30.63 | |
Boeing Company (BA) | 0.2 | $232k | 1.8k | 127.12 | |
E.I. du Pont de Nemours & Company | 0.2 | $225k | 3.1k | 71.86 | |
Schlumberger (SLB) | 0.2 | $229k | 2.3k | 101.69 | |
Qualcomm (QCOM) | 0.2 | $228k | 3.0k | 74.88 | |
Pinnacle West Capital Corporation (PNW) | 0.2 | $223k | 4.1k | 54.64 | |
Facebook Inc cl a (META) | 0.2 | $230k | 2.9k | 78.98 | |
Orange Sa (ORAN) | 0.2 | $225k | 15k | 14.71 | |
Philip Morris International (PM) | 0.2 | $215k | 2.6k | 83.56 | |
Sanofi-Aventis SA (SNY) | 0.2 | $215k | 3.8k | 56.31 | |
American Electric Power Company (AEP) | 0.2 | $213k | 4.1k | 52.21 | |
Brookfield Infrastructure Part (BIP) | 0.2 | $210k | 5.5k | 38.06 | |
McDonald's Corporation (MCD) | 0.1 | $198k | 2.1k | 94.60 | |
Merck & Co (MRK) | 0.1 | $195k | 3.3k | 59.25 | |
CenterPoint Energy (CNP) | 0.1 | $186k | 7.6k | 24.46 | |
Enbridge Energy Partners | 0.1 | $193k | 5.0k | 38.76 | |
Plains All American Pipeline (PAA) | 0.1 | $193k | 3.3k | 58.77 | |
Twenty-first Century Fox | 0.1 | $185k | 5.4k | 34.34 | |
Dow Chemical Company | 0.1 | $179k | 3.4k | 52.49 | |
Starbucks Corporation (SBUX) | 0.1 | $179k | 2.4k | 75.37 | |
Amazon (AMZN) | 0.1 | $178k | 551.00 | 323.05 | |
Oneok Partners | 0.1 | $170k | 3.0k | 56.11 | |
TC Pipelines | 0.1 | $176k | 2.6k | 67.67 | |
Tesla Motors (TSLA) | 0.1 | $169k | 695.00 | 243.17 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $169k | 3.6k | 46.87 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $174k | 962.00 | 180.87 | |
CMS Energy Corporation (CMS) | 0.1 | $163k | 5.5k | 29.67 | |
Wal-Mart Stores (WMT) | 0.1 | $159k | 2.1k | 76.59 | |
Teradata Corporation (TDC) | 0.1 | $163k | 3.9k | 42.00 | |
Nike (NKE) | 0.1 | $165k | 1.9k | 89.19 | |
Royal Dutch Shell | 0.1 | $156k | 2.0k | 79.07 | |
Visa (V) | 0.1 | $168k | 787.00 | 213.47 | |
Kulicke and Soffa Industries (KLIC) | 0.1 | $161k | 11k | 14.23 | |
Vitamin Shoppe | 0.1 | $167k | 3.8k | 44.30 | |
Gnc Holdings Inc Cl A | 0.1 | $160k | 4.1k | 38.85 | |
Amgen (AMGN) | 0.1 | $153k | 1.1k | 140.37 | |
ConocoPhillips (COP) | 0.1 | $145k | 1.9k | 76.32 | |
Honeywell International (HON) | 0.1 | $145k | 1.6k | 93.31 | |
Ford Motor Company (F) | 0.1 | $151k | 10k | 14.76 | |
Enbridge Energy Management | 0.1 | $149k | 4.0k | 37.09 | |
Hugoton Royalty Trust (HGTXU) | 0.1 | $144k | 16k | 8.98 | |
General Motors Company (GM) | 0.1 | $143k | 4.5k | 31.98 | |
Microsoft Corporation (MSFT) | 0.1 | $137k | 3.0k | 46.21 | |
Xilinx | 0.1 | $131k | 3.1k | 42.26 | |
Deere & Company (DE) | 0.1 | $129k | 1.6k | 81.75 | |
Maxim Integrated Products | 0.1 | $138k | 4.6k | 30.24 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $132k | 484.00 | 272.73 | |
Senior Housing Properties Trust | 0.1 | $129k | 6.2k | 20.98 | |
Baltic Trading | 0.1 | $133k | 32k | 4.14 | |
Kohl's Corporation (KSS) | 0.1 | $118k | 1.9k | 60.82 | |
Southern Company (SO) | 0.1 | $122k | 2.8k | 43.57 | |
Hospitality Properties Trust | 0.1 | $125k | 4.6k | 26.92 | |
KLA-Tencor Corporation (KLAC) | 0.1 | $120k | 1.5k | 79.10 | |
Universal Health Realty Income Trust (UHT) | 0.1 | $119k | 2.9k | 41.55 | |
HCP | 0.1 | $123k | 3.1k | 39.84 | |
Health Care SPDR (XLV) | 0.1 | $104k | 1.6k | 64.20 | |
Archer Daniels Midland Company (ADM) | 0.1 | $103k | 2.0k | 51.35 | |
Allstate Corporation (ALL) | 0.1 | $106k | 1.7k | 61.24 | |
Target Corporation (TGT) | 0.1 | $108k | 1.7k | 62.43 | |
Imperial Oil (IMO) | 0.1 | $110k | 2.3k | 47.37 | |
Prudential Financial (PRU) | 0.1 | $106k | 1.2k | 88.33 | |
Oracle Corporation (ORCL) | 0.1 | $108k | 2.8k | 38.45 | |
Micron Technology (MU) | 0.1 | $103k | 3.0k | 34.33 | |
Juniper Networks (JNPR) | 0.1 | $103k | 4.7k | 22.05 | |
Lorillard | 0.1 | $103k | 1.7k | 59.85 | |
British American Tobac (BTI) | 0.1 | $111k | 983.00 | 112.92 | |
TransDigm Group Incorporated (TDG) | 0.1 | $105k | 567.00 | 185.19 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $108k | 2.6k | 41.86 | |
Tortoise Energy Infrastructure | 0.1 | $108k | 2.3k | 47.98 | |
Guggenheim Enhanced Equity Strategy | 0.1 | $108k | 5.6k | 19.45 | |
Medtronic (MDT) | 0.1 | $109k | 1.8k | 61.93 | |
Charles Schwab Corporation (SCHW) | 0.1 | $91k | 3.1k | 29.35 | |
Caterpillar (CAT) | 0.1 | $88k | 885.00 | 99.44 | |
T. Rowe Price (TROW) | 0.1 | $94k | 1.2k | 78.33 | |
AFLAC Incorporated (AFL) | 0.1 | $96k | 1.7k | 58.18 | |
Nordstrom (JWN) | 0.1 | $89k | 1.3k | 68.46 | |
International Paper Company (IP) | 0.1 | $100k | 2.1k | 47.62 | |
Plum Creek Timber | 0.1 | $90k | 2.3k | 39.13 | |
General Mills (GIS) | 0.1 | $100k | 2.0k | 50.53 | |
Ventas (VTR) | 0.1 | $90k | 1.5k | 61.98 | |
Aes Tr Iii pfd cv 6.75% | 0.1 | $95k | 1.8k | 51.43 | |
American Water Works (AWK) | 0.1 | $101k | 2.1k | 48.28 | |
MasterCard Incorporated (MA) | 0.1 | $78k | 1.1k | 73.58 | |
3M Company (MMM) | 0.1 | $77k | 545.00 | 141.28 | |
Nuance Communications | 0.1 | $84k | 5.4k | 15.45 | |
Colgate-Palmolive Company (CL) | 0.1 | $86k | 1.3k | 65.35 | |
Pepsi (PEP) | 0.1 | $86k | 923.00 | 93.17 | |
Clorox Company (CLX) | 0.1 | $77k | 800.00 | 96.25 | |
Cushing MLP Total Return Fund | 0.1 | $75k | 8.7k | 8.59 | |
FleetCor Technologies | 0.1 | $79k | 554.00 | 142.60 | |
Delphi Automotive | 0.1 | $85k | 1.4k | 61.20 | |
Jazz Pharmaceuticals (JAZZ) | 0.1 | $77k | 480.00 | 160.42 | |
Rayonier Advanced Matls (RYAM) | 0.1 | $81k | 2.5k | 32.99 | |
Corning Incorporated (GLW) | 0.1 | $62k | 3.2k | 19.38 | |
M&T Bank Corporation (MTB) | 0.1 | $62k | 500.00 | 124.00 | |
Waste Management (WM) | 0.1 | $63k | 1.3k | 47.55 | |
FirstEnergy (FE) | 0.1 | $62k | 1.9k | 33.39 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $67k | 621.00 | 107.89 | |
NVIDIA Corporation (NVDA) | 0.1 | $61k | 3.3k | 18.39 | |
Lockheed Martin Corporation (LMT) | 0.1 | $64k | 352.00 | 181.82 | |
Xerox Corporation | 0.1 | $74k | 5.6k | 13.21 | |
Hertz Global Holdings | 0.1 | $67k | 2.6k | 25.48 | |
iShares Russell 2000 Index (IWM) | 0.1 | $63k | 580.00 | 108.62 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $67k | 1.1k | 60.91 | |
National Fuel Gas (NFG) | 0.1 | $70k | 1.0k | 70.00 | |
Precision Drilling Corporation | 0.1 | $70k | 6.5k | 10.77 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $64k | 2.5k | 25.37 | |
Xg Technology | 0.1 | $66k | 34k | 1.97 | |
Enventis | 0.1 | $61k | 3.4k | 18.12 | |
Cti Biopharma | 0.1 | $61k | 25k | 2.44 | |
Cme (CME) | 0.0 | $56k | 700.00 | 80.00 | |
Two Harbors Investment | 0.0 | $59k | 6.1k | 9.65 | |
Monsanto Company | 0.0 | $48k | 423.00 | 113.48 | |
Range Resources (RRC) | 0.0 | $58k | 860.00 | 67.44 | |
Home Depot (HD) | 0.0 | $55k | 600.00 | 91.67 | |
Baxter International (BAX) | 0.0 | $57k | 800.00 | 71.25 | |
Dominion Resources (D) | 0.0 | $55k | 800.00 | 68.75 | |
United Parcel Service (UPS) | 0.0 | $59k | 600.00 | 98.33 | |
Newmont Mining Corporation (NEM) | 0.0 | $51k | 2.2k | 23.18 | |
Yum! Brands (YUM) | 0.0 | $49k | 687.00 | 71.32 | |
BB&T Corporation | 0.0 | $60k | 1.6k | 37.50 | |
Nextera Energy (NEE) | 0.0 | $56k | 600.00 | 93.33 | |
Stryker Corporation (SYK) | 0.0 | $55k | 675.00 | 81.48 | |
Linear Technology Corporation | 0.0 | $58k | 1.3k | 44.58 | |
TJX Companies (TJX) | 0.0 | $59k | 1.0k | 59.00 | |
Kellogg Company (K) | 0.0 | $49k | 802.00 | 61.10 | |
Suburban Propane Partners (SPH) | 0.0 | $54k | 1.2k | 44.85 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $59k | 370.00 | 159.46 | |
Simon Property (SPG) | 0.0 | $49k | 300.00 | 163.33 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $57k | 519.00 | 109.83 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $56k | 500.00 | 112.00 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $60k | 1.3k | 47.58 | |
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) | 0.0 | $51k | 4.2k | 12.03 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $48k | 935.00 | 51.34 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $50k | 1.3k | 38.55 | |
Ubiquiti Networks | 0.0 | $50k | 1.3k | 37.17 | |
Kraft Foods | 0.0 | $56k | 1.0k | 55.94 | |
Hasbro (HAS) | 0.0 | $42k | 770.00 | 54.55 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $35k | 851.00 | 41.13 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $42k | 213.00 | 197.18 | |
MeadWestva | 0.0 | $47k | 1.2k | 40.87 | |
Emerson Electric (EMR) | 0.0 | $38k | 600.00 | 63.33 | |
AmerisourceBergen (COR) | 0.0 | $46k | 600.00 | 76.67 | |
United Technologies Corporation | 0.0 | $40k | 375.00 | 106.67 | |
Under Armour (UAA) | 0.0 | $37k | 536.00 | 69.03 | |
Realty Income (O) | 0.0 | $35k | 850.00 | 41.18 | |
Tor Dom Bk Cad (TD) | 0.0 | $37k | 750.00 | 49.33 | |
Prospect Capital Corporation (PSEC) | 0.0 | $44k | 4.5k | 9.81 | |
Technology SPDR (XLK) | 0.0 | $36k | 891.00 | 40.40 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $36k | 362.00 | 99.45 | |
Market Vectors Gold Miners ETF | 0.0 | $40k | 1.9k | 21.22 | |
Weatherford International Lt reg | 0.0 | $40k | 1.9k | 21.05 | |
Pilgrim's Pride Corporation (PPC) | 0.0 | $46k | 1.5k | 30.67 | |
Udr (UDR) | 0.0 | $46k | 1.7k | 27.04 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.0 | $34k | 340.00 | 100.00 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $35k | 358.00 | 97.77 | |
PowerShares Hgh Yield Corporate Bnd | 0.0 | $44k | 2.3k | 18.98 | |
WisdomTree Investments (WT) | 0.0 | $34k | 3.0k | 11.33 | |
Spdr Index Shs Fds stoxx eur 50 etf (SPEU) | 0.0 | $47k | 1.3k | 36.92 | |
Nuveen Energy Mlp Total Return etf | 0.0 | $36k | 1.6k | 21.87 | |
Spdr Series Trust cmn (SPBO) | 0.0 | $45k | 1.4k | 32.42 | |
Wp Carey (WPC) | 0.0 | $45k | 700.00 | 64.29 | |
Blackberry (BB) | 0.0 | $43k | 4.3k | 10.04 | |
Windstream Hldgs | 0.0 | $36k | 3.3k | 10.91 | |
Owens Rlty Mtg | 0.0 | $43k | 3.0k | 14.33 | |
Crestwood Eqty Ptrns Lp equs | 0.0 | $35k | 3.3k | 10.70 | |
Geo Group Inc/the reit (GEO) | 0.0 | $38k | 1.0k | 38.00 | |
America Movil Sab De Cv spon adr l | 0.0 | $23k | 898.00 | 25.61 | |
Comcast Corporation (CMCSA) | 0.0 | $24k | 446.00 | 53.81 | |
China Mobile | 0.0 | $21k | 363.00 | 57.85 | |
Annaly Capital Management | 0.0 | $26k | 2.4k | 10.89 | |
U.S. Bancorp (USB) | 0.0 | $25k | 600.00 | 41.67 | |
American Express Company (AXP) | 0.0 | $32k | 369.00 | 86.72 | |
Coach | 0.0 | $21k | 576.00 | 36.46 | |
Digital Realty Trust (DLR) | 0.0 | $25k | 400.00 | 62.50 | |
R.R. Donnelley & Sons Company | 0.0 | $24k | 1.5k | 16.27 | |
Spectra Energy | 0.0 | $24k | 600.00 | 40.00 | |
Automatic Data Processing (ADP) | 0.0 | $25k | 300.00 | 83.33 | |
SVB Financial (SIVBQ) | 0.0 | $32k | 285.00 | 112.28 | |
Baker Hughes Incorporated | 0.0 | $24k | 372.00 | 64.52 | |
Royal Dutch Shell | 0.0 | $27k | 350.00 | 77.14 | |
UnitedHealth (UNH) | 0.0 | $26k | 300.00 | 86.67 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $24k | 371.00 | 64.69 | |
Total (TTE) | 0.0 | $24k | 370.00 | 64.86 | |
PG&E Corporation (PCG) | 0.0 | $33k | 732.00 | 45.08 | |
Xcel Energy (XEL) | 0.0 | $24k | 800.00 | 30.00 | |
Umpqua Holdings Corporation | 0.0 | $22k | 1.3k | 16.64 | |
Key (KEY) | 0.0 | $26k | 2.0k | 13.33 | |
Medifast (MED) | 0.0 | $27k | 835.00 | 32.34 | |
Alliant Energy Corporation (LNT) | 0.0 | $25k | 456.00 | 54.82 | |
Oge Energy Corp (OGE) | 0.0 | $25k | 680.00 | 36.76 | |
Banco Santander (SAN) | 0.0 | $25k | 2.7k | 9.36 | |
Vanguard Natural Resources | 0.0 | $31k | 1.1k | 27.26 | |
iShares Gold Trust | 0.0 | $33k | 2.8k | 11.79 | |
First American Financial (FAF) | 0.0 | $22k | 800.00 | 27.50 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $23k | 600.00 | 38.33 | |
Thomson Reuters Corp | 0.0 | $22k | 600.00 | 36.67 | |
iShares Silver Trust (SLV) | 0.0 | $25k | 1.5k | 16.41 | |
iShares MSCI Taiwan Index | 0.0 | $29k | 1.9k | 15.27 | |
Avago Technologies | 0.0 | $32k | 370.00 | 86.49 | |
Hsbc Hldgs Plc adr a 1/40pf a | 0.0 | $28k | 1.1k | 25.04 | |
iShares MSCI Singapore Index Fund | 0.0 | $30k | 2.3k | 13.15 | |
BlackRock Real Asset Trust | 0.0 | $21k | 2.5k | 8.40 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $33k | 3.3k | 10.07 | |
Invesco Van Kampen Dyn Cr Opp Fund | 0.0 | $22k | 1.8k | 12.57 | |
Ega Emerging Global Shs Tr | 0.0 | $32k | 2.0k | 15.80 | |
Express Scripts Holding | 0.0 | $30k | 430.00 | 69.77 | |
Duke Energy (DUK) | 0.0 | $27k | 361.00 | 74.79 | |
Banc Of California (BANC) | 0.0 | $23k | 20.00 | 1150.00 | |
Harvest Cap Cr | 0.0 | $26k | 2.0k | 13.00 | |
Crestwood Midstream Partners | 0.0 | $32k | 1.4k | 22.68 | |
Trinet (TNET) | 0.0 | $23k | 880.00 | 26.14 | |
Starwood Waypoint Residential Trust | 0.0 | $33k | 1.3k | 26.15 | |
Zillow Inc Cl A | 0.0 | $30k | 256.00 | 117.19 | |
NRG Energy (NRG) | 0.0 | $11k | 364.00 | 30.22 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $8.0k | 216.00 | 37.04 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $12k | 300.00 | 40.00 | |
Moody's Corporation (MCO) | 0.0 | $19k | 200.00 | 95.00 | |
Costco Wholesale Corporation (COST) | 0.0 | $18k | 145.00 | 124.14 | |
FedEx Corporation (FDX) | 0.0 | $16k | 100.00 | 160.00 | |
Republic Services (RSG) | 0.0 | $14k | 350.00 | 40.00 | |
Tractor Supply Company (TSCO) | 0.0 | $12k | 200.00 | 60.00 | |
CBS Corporation | 0.0 | $7.0k | 126.00 | 55.56 | |
Great Plains Energy Incorporated | 0.0 | $15k | 600.00 | 25.00 | |
Ameren Corporation (AEE) | 0.0 | $10k | 250.00 | 40.00 | |
Apache Corporation | 0.0 | $9.0k | 100.00 | 90.00 | |
Genuine Parts Company (GPC) | 0.0 | $19k | 221.00 | 85.97 | |
Nucor Corporation (NUE) | 0.0 | $8.0k | 150.00 | 53.33 | |
SYSCO Corporation (SYY) | 0.0 | $19k | 500.00 | 38.00 | |
Travelers Companies (TRV) | 0.0 | $12k | 128.00 | 93.75 | |
V.F. Corporation (VFC) | 0.0 | $13k | 200.00 | 65.00 | |
W.W. Grainger (GWW) | 0.0 | $13k | 50.00 | 260.00 | |
Transocean (RIG) | 0.0 | $9.0k | 283.00 | 31.80 | |
Morgan Stanley (MS) | 0.0 | $20k | 584.00 | 34.25 | |
Pall Corporation | 0.0 | $8.0k | 100.00 | 80.00 | |
Bemis Company | 0.0 | $11k | 300.00 | 36.67 | |
Safeway | 0.0 | $14k | 400.00 | 35.00 | |
TECO Energy | 0.0 | $14k | 810.00 | 17.28 | |
Cabela's Incorporated | 0.0 | $12k | 200.00 | 60.00 | |
Newfield Exploration | 0.0 | $7.0k | 200.00 | 35.00 | |
Williams-Sonoma (WSM) | 0.0 | $7.0k | 100.00 | 70.00 | |
Alcoa | 0.0 | $19k | 1.2k | 15.79 | |
eBay (EBAY) | 0.0 | $9.0k | 161.00 | 55.90 | |
Gap (GAP) | 0.0 | $13k | 300.00 | 43.33 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $13k | 134.00 | 97.01 | |
Exelon Corporation (EXC) | 0.0 | $13k | 369.00 | 35.23 | |
EMC Corporation | 0.0 | $11k | 376.00 | 29.26 | |
Whole Foods Market | 0.0 | $20k | 526.00 | 38.02 | |
Accenture (ACN) | 0.0 | $15k | 186.00 | 80.65 | |
Novo Nordisk A/S (NVO) | 0.0 | $10k | 210.00 | 47.62 | |
Fifth Third Ban (FITB) | 0.0 | $18k | 900.00 | 20.00 | |
Deluxe Corporation (DLX) | 0.0 | $15k | 281.00 | 53.38 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $7.0k | 100.00 | 70.00 | |
Regal Entertainment | 0.0 | $20k | 1.0k | 20.00 | |
Frontier Communications | 0.0 | $7.0k | 1.1k | 6.60 | |
Public Service Enterprise (PEG) | 0.0 | $7.0k | 176.00 | 39.77 | |
Constellation Brands (STZ) | 0.0 | $7.0k | 79.00 | 88.61 | |
Wynn Resorts (WYNN) | 0.0 | $19k | 100.00 | 190.00 | |
Industrial SPDR (XLI) | 0.0 | $18k | 342.00 | 52.63 | |
Broadcom Corporation | 0.0 | $12k | 300.00 | 40.00 | |
iShares MSCI Japan Index | 0.0 | $20k | 1.7k | 11.74 | |
Mack-Cali Realty (VRE) | 0.0 | $13k | 683.00 | 19.03 | |
Cytec Industries | 0.0 | $20k | 426.00 | 46.95 | |
Home Properties | 0.0 | $20k | 335.00 | 59.70 | |
Pepco Holdings | 0.0 | $8.0k | 300.00 | 26.67 | |
Westpac Banking Corporation | 0.0 | $8.0k | 300.00 | 26.67 | |
Abb (ABBNY) | 0.0 | $11k | 500.00 | 22.00 | |
TiVo | 0.0 | $8.0k | 600.00 | 13.33 | |
Unilever (UL) | 0.0 | $7.0k | 173.00 | 40.46 | |
TreeHouse Foods (THS) | 0.0 | $15k | 191.00 | 78.53 | |
Potlatch Corporation (PCH) | 0.0 | $8.0k | 208.00 | 38.46 | |
Teradyne (TER) | 0.0 | $7.0k | 346.00 | 20.23 | |
Apollo Investment | 0.0 | $8.0k | 1.0k | 8.00 | |
Diamond Hill Investment (DHIL) | 0.0 | $12k | 100.00 | 120.00 | |
Exterran Partners | 0.0 | $18k | 600.00 | 30.00 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $14k | 153.00 | 91.50 | |
InterOil Corporation | 0.0 | $19k | 350.00 | 54.29 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $11k | 81.00 | 135.80 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $19k | 420.00 | 45.24 | |
Utilities SPDR (XLU) | 0.0 | $15k | 350.00 | 42.86 | |
Market Vector Russia ETF Trust | 0.0 | $11k | 500.00 | 22.00 | |
NetSuite | 0.0 | $13k | 150.00 | 86.67 | |
iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.0 | $10k | 250.00 | 40.00 | |
PowerShares WilderHill Clean Energy | 0.0 | $15k | 2.4k | 6.25 | |
Moly | 0.0 | $19k | 16k | 1.22 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $12k | 169.00 | 71.01 | |
iShares MSCI Malaysia Index Fund | 0.0 | $13k | 832.00 | 15.62 | |
SPDR S&P Dividend (SDY) | 0.0 | $11k | 150.00 | 73.33 | |
Financial Engines | 0.0 | $10k | 300.00 | 33.33 | |
Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.0 | $9.0k | 500.00 | 18.00 | |
iShares Russell Microcap Index (IWC) | 0.0 | $12k | 170.00 | 70.59 | |
Claymore/BNY Mellon Frontier Markets ETF | 0.0 | $14k | 853.00 | 16.41 | |
iShares S&P Global Telecommunicat. (IXP) | 0.0 | $9.0k | 147.00 | 61.22 | |
SPDR S&P Emerging Asia Pacific (GMF) | 0.0 | $10k | 125.00 | 80.00 | |
Cohen & Steers Total Return Real (RFI) | 0.0 | $18k | 1.5k | 12.00 | |
iShares Dow Jones US Reg Banks Ind. (IAT) | 0.0 | $8.0k | 235.00 | 34.04 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.0 | $18k | 2.4k | 7.50 | |
iShares S&P Global Financials Sect. (IXG) | 0.0 | $17k | 305.00 | 55.74 | |
PowerShares Cleantech Portfolio | 0.0 | $15k | 500.00 | 30.00 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $10k | 200.00 | 50.00 | |
Telus Ord (TU) | 0.0 | $11k | 324.00 | 33.95 | |
American Tower Reit (AMT) | 0.0 | $9.0k | 100.00 | 90.00 | |
Market Vectors Etf Tr Biotech | 0.0 | $15k | 145.00 | 103.45 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.0 | $12k | 274.00 | 43.80 | |
Ishares Inc asia pac30 idx (DVYA) | 0.0 | $14k | 273.00 | 51.28 | |
Ishares Inc emkt cnsm disc | 0.0 | $9.0k | 155.00 | 58.06 | |
Eaton (ETN) | 0.0 | $8.0k | 127.00 | 62.99 | |
Ishares Inc msci frntr 100 (FM) | 0.0 | $18k | 472.00 | 38.14 | |
Allianzgi Conv & Income Fd I | 0.0 | $19k | 2.1k | 9.05 | |
News (NWSA) | 0.0 | $16k | 967.00 | 16.55 | |
Noble Corp Plc equity | 0.0 | $7.0k | 305.00 | 22.95 | |
Voya Prime Rate Trust sh ben int | 0.0 | $8.0k | 1.5k | 5.43 | |
Gopro (GPRO) | 0.0 | $19k | 200.00 | 95.00 | |
Chubb Corporation | 0.0 | $4.0k | 44.00 | 90.91 | |
Diamond Offshore Drilling | 0.0 | $1.0k | 31.00 | 32.26 | |
Barrick Gold Corp (GOLD) | 0.0 | $0 | 28.00 | 0.00 | |
Boyd Gaming Corporation (BYD) | 0.0 | $3.0k | 300.00 | 10.00 | |
Joy Global | 0.0 | $1.0k | 25.00 | 40.00 | |
Eli Lilly & Co. (LLY) | 0.0 | $2.0k | 31.00 | 64.52 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $3.0k | 50.00 | 60.00 | |
Forest Oil Corporation | 0.0 | $0 | 300.00 | 0.00 | |
Greif (GEF) | 0.0 | $2.0k | 40.00 | 50.00 | |
International Game Technology | 0.0 | $5.0k | 300.00 | 16.67 | |
Leggett & Platt (LEG) | 0.0 | $5.0k | 135.00 | 37.04 | |
Mercury General Corporation (MCY) | 0.0 | $2.0k | 40.00 | 50.00 | |
PPG Industries (PPG) | 0.0 | $3.0k | 13.00 | 230.77 | |
Dun & Bradstreet Corporation | 0.0 | $6.0k | 50.00 | 120.00 | |
Kinder Morgan Management | 0.0 | $2.0k | 18.00 | 111.11 | |
Las Vegas Sands (LVS) | 0.0 | $4.0k | 69.00 | 57.97 | |
Whirlpool Corporation (WHR) | 0.0 | $2.0k | 17.00 | 117.65 | |
Universal Health Services (UHS) | 0.0 | $0 | 0 | 0.00 | |
AstraZeneca (AZN) | 0.0 | $5.0k | 66.00 | 75.76 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $3.0k | 96.00 | 31.25 | |
Raytheon Company | 0.0 | $4.0k | 35.00 | 114.29 | |
Potash Corp. Of Saskatchewan I | 0.0 | $2.0k | 60.00 | 33.33 | |
Becton, Dickinson and (BDX) | 0.0 | $0 | 0 | 0.00 | |
Health Care REIT | 0.0 | $1.0k | 16.00 | 62.50 | |
Buckeye Partners | 0.0 | $6.0k | 71.00 | 84.51 | |
General Dynamics Corporation (GD) | 0.0 | $1.0k | 7.00 | 142.86 | |
Isle of Capri Casinos | 0.0 | $2.0k | 300.00 | 6.67 | |
Pinnacle Entertainment | 0.0 | $5.0k | 200.00 | 25.00 | |
Netflix (NFLX) | 0.0 | $3.0k | 6.00 | 500.00 | |
Zimmer Holdings (ZBH) | 0.0 | $3.0k | 27.00 | 111.11 | |
CNA Financial Corporation (CNA) | 0.0 | $0 | 10.00 | 0.00 | |
Tibco Software | 0.0 | $6.0k | 236.00 | 25.42 | |
Ashford Hospitality Trust | 0.0 | $1.0k | 100.00 | 10.00 | |
El Paso Energy Cap Tr I pfd cv tr secs (EP.PC) | 0.0 | $0 | 0 | 0.00 | |
Aircastle | 0.0 | $4.0k | 264.00 | 15.15 | |
InterNAP Network Services | 0.0 | $0 | 1.00 | 0.00 | |
PetroQuest Energy | 0.0 | $3.0k | 500.00 | 6.00 | |
Ez (EZPW) | 0.0 | $999.690000 | 141.00 | 7.09 | |
Flextronics International Ltd Com Stk (FLEX) | 0.0 | $4.0k | 400.00 | 10.00 | |
Macquarie Infrastructure Company | 0.0 | $3.0k | 50.00 | 60.00 | |
Safe Bulkers Inc Com Stk (SB) | 0.0 | $999.750000 | 155.00 | 6.45 | |
JDS Uniphase Corporation | 0.0 | $0 | 4.00 | 0.00 | |
Southwest Airlines (LUV) | 0.0 | $2.0k | 50.00 | 40.00 | |
MetLife (MET) | 0.0 | $5.0k | 100.00 | 50.00 | |
Textron (TXT) | 0.0 | $2.0k | 48.00 | 41.67 | |
MGM Resorts International. (MGM) | 0.0 | $2.0k | 100.00 | 20.00 | |
Myriad Genetics (MYGN) | 0.0 | $2.0k | 60.00 | 33.33 | |
URS Corporation | 0.0 | $2.0k | 40.00 | 50.00 | |
United States Steel Corporation (X) | 0.0 | $4.0k | 100.00 | 40.00 | |
American States Water Company (AWR) | 0.0 | $2.0k | 75.00 | 26.67 | |
Callon Pete Co Del Com Stk | 0.0 | $4.0k | 500.00 | 8.00 | |
Duke Realty Corporation | 0.0 | $2.0k | 100.00 | 20.00 | |
McDermott International | 0.0 | $1.0k | 100.00 | 10.00 | |
Westlake Chemical Corporation (WLK) | 0.0 | $0 | 0 | 0.00 | |
Golar Lng (GLNG) | 0.0 | $2.0k | 27.00 | 74.07 | |
CONSOLIDATED WATER CO Inc Com Stk (CWCO) | 0.0 | $5.0k | 436.00 | 11.47 | |
Ypf Sa (YPF) | 0.0 | $2.0k | 62.00 | 32.26 | |
Allied Nevada Gold | 0.0 | $0 | 100.00 | 0.00 | |
New Gold Inc Cda (NGD) | 0.0 | $1.0k | 200.00 | 5.00 | |
Rayonier (RYN) | 0.0 | $5.0k | 150.00 | 33.33 | |
Cosan Ltd shs a | 0.0 | $999.580000 | 106.00 | 9.43 | |
Suncor Energy (SU) | 0.0 | $4.0k | 100.00 | 40.00 | |
Manulife Finl Corp (MFC) | 0.0 | $3.0k | 158.00 | 18.99 | |
iShares MSCI Brazil Index (EWZ) | 0.0 | $6.0k | 130.00 | 46.15 | |
Liberty Property Trust | 0.0 | $999.900000 | 30.00 | 33.33 | |
Odyssey Marine Exploration | 0.0 | $0 | 400.00 | 0.00 | |
American Capital Agency | 0.0 | $6.0k | 297.00 | 20.20 | |
iShares Dow Jones US Tele (IYZ) | 0.0 | $3.0k | 110.00 | 27.27 | |
Generac Holdings (GNRC) | 0.0 | $3.0k | 82.00 | 36.59 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $3.0k | 32.00 | 93.75 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $5.0k | 50.00 | 100.00 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $4.0k | 81.00 | 49.38 | |
WisdomTree India Earnings Fund (EPI) | 0.0 | $2.0k | 100.00 | 20.00 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $6.0k | 431.00 | 13.92 | |
Cascade Bancorp | 0.0 | $0 | 32.00 | 0.00 | |
Connecticut Water Service | 0.0 | $3.0k | 100.00 | 30.00 | |
Vanguard REIT ETF (VNQ) | 0.0 | $4.0k | 50.00 | 80.00 | |
SPDR Barclays Capital High Yield B | 0.0 | $5.0k | 130.00 | 38.46 | |
Nuveen Global Value Opportunities Fund | 0.0 | $0 | 6.00 | 0.00 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $6.0k | 650.00 | 9.23 | |
BlackRock Global Energy & Resources Trus (BGR) | 0.0 | $6.0k | 230.00 | 26.09 | |
Vanguard Energy ETF (VDE) | 0.0 | $5.0k | 38.00 | 131.58 | |
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) | 0.0 | $0 | 6.00 | 0.00 | |
PowerShares DWA Technical Ldrs Pf | 0.0 | $0 | 0 | 0.00 | |
Schwab International Equity ETF (SCHF) | 0.0 | $2.0k | 50.00 | 40.00 | |
P & F Industries | 0.0 | $0 | 27.00 | 0.00 | |
Baytex Energy Corp (BTE) | 0.0 | $6.0k | 150.00 | 40.00 | |
Western Asset Global Cp Defi (GDO) | 0.0 | $6.0k | 336.00 | 17.86 | |
Linkedin Corp | 0.0 | $3.0k | 14.00 | 214.29 | |
Expedia (EXPE) | 0.0 | $0 | 0 | 0.00 | |
Sunpower (SPWRQ) | 0.0 | $5.0k | 147.00 | 34.01 | |
Halcon Resources | 0.0 | $4.0k | 1.0k | 4.00 | |
Yelp Inc cl a (YELP) | 0.0 | $3.0k | 45.00 | 66.67 | |
Phillips 66 (PSX) | 0.0 | $2.0k | 25.00 | 80.00 | |
Carlyle Group | 0.0 | $3.0k | 100.00 | 30.00 | |
Silver Bay Rlty Tr | 0.0 | $2.0k | 135.00 | 14.81 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $6.0k | 200.00 | 30.00 | |
0.0 | $6.0k | 120.00 | 50.00 | ||
Blackhawk Network Holdings | 0.0 | $2.0k | 65.00 | 30.77 | |
Seventy Seven Energy | 0.0 | $0 | 6.00 | 0.00 | |
Veritiv Corp - When Issued | 0.0 | $2.0k | 46.00 | 43.48 | |
Paragon Offshore Plc equity | 0.0 | $999.900000 | 101.00 | 9.90 | |
H & Q Healthcare Fund equities (HQH) | 0.0 | $999.970000 | 19.00 | 52.63 |