Premium Funds From: nsbcx - Nuveen Santa Barbara Dividend Growth C to umbix - Columbia Value and Restructuring Z


  • Holdings: Apple Inc , CVS Health Corp , Wells Fargo & Co , UnitedHealth Group Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: KeyCorp , Xerox Corporation , Weyerhaeuser Co , Lockheed Martin Corp , Procter & Gamble Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Holdings: Best Buy Co Inc , Royal Caribbean Cruises Ltd , Hartford Financial Services Group Inc , Sempra Energy , Host Hotels & Resorts Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Partners LP , Enbridge Energy Partners LP , NuStar Energy, L.P. , Williams Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , SEI Investments Company , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , DISH Network Corp , MasterCard Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Anadarko Petroleum Corp , Concho Resources Inc , Noble Energy Inc , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Microsoft Corp , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Mondelez International Inc Class A , Comcast Corp Class A , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Energy Transfer Partners LP , Enbridge Energy Partners LP , NuStar Energy, L.P. , Williams Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Core MSCI Emerging Markets , iShares Core S&P 500 , US Treasury Bond 3.125% , iShares Core S&P Mid-Cap , iShares MSCI EAFE ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , General Electric Co , Chevron Corp , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Berkshire Hathaway Inc Class A , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Air Products & Chemicals Inc , AIA Group Ltd , Kansas City Southern Inc , Tyco International PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , US Treasury Bond 3.125% , iShares Core MSCI EAFE , iShares Core MSCI Emerging Markets , iShares Core S&P 500 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Icahn Enterprises LP , Howard Hughes Corp , Siem Industries Inc , DREAM Unlimited Corp Class A , Dundee Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Bank of America Corporation , Berkshire Hathaway Inc Class B , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , American Airlines Group Inc , Exxon Mobil Corporation , Carnival Corp , United Continental Holdings Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan, Inc. , Targa Resources Partners LP , Plains All American Pipeline LP , Western Gas Partners, LP , Enterprise Products Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
Sign-up for ccccx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for vtiax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Premium Funds From: nsbcx - Nuveen Santa Barbara Dividend Growth C to umbix - Columbia Value and Restructuring Z
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