NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 13, 2014

Total Value ($000): $924,283 (100.0% shares, 0.0% debt)

Holdings (260)

XOM EXXON MOBIL CORP 8.7%
Value ($000) $80,128 Shares 791,779 Est. Cost $53.69 Unrealized +4.2%
SLB SCHLUMBERGER LTD 4.2%
Value ($000) $38,544 Shares 427,739 Est. Cost $52.90 Unrealized +23.0%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $28,403 Shares 310,106 Est. Cost $59.66 Unrealized +10.2%
AAPL APPLE INC 2.9%
Value ($000) $27,221 Shares 48,521 Est. Cost $14.42 Unrealized +13.5%
GENERAL ELECTRIC CO 2.3%
Value ($000) $21,238 Shares 757,669 Est. Cost $23.19 Unrealized
BP BP P L C 2.2%
Value ($000) $20,443 Shares 420,547 Est. Cost $42.03 Unrealized
IBM INTL BUSINESS MACHINES 2.1%
Value ($000) $19,368 Shares 103,252 Est. Cost $118.94 Unrealized -10.5%
GOOGLE INC CL A 2.0%
Value ($000) $18,037 Shares 16,094 Est. Cost $879.68 Unrealized
PRECISION CASTPARTS CORP 1.9%
Value ($000) $17,877 Shares 66,385 Est. Cost $226.01 Unrealized
MRK MERCK & COMPANY 1.8%
Value ($000) $16,859 Shares 336,836 Est. Cost $30.02 Unrealized +4.2%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $16,403 Shares 147,308 Est. Cost $79.88 Unrealized +19.7%
WFC WELLS FARGO 1.8%
Value ($000) $16,374 Shares 360,666 Est. Cost $27.44 Unrealized +12.1%
QCOM QUALCOMM INC 1.8%
Value ($000) $16,290 Shares 219,382 Est. Cost $45.06 Unrealized +11.8%
CHICAGO BRIDGE & IRON CO NV 1.6%
Value ($000) $15,133 Shares 182,016 Est. Cost $60.67 Unrealized
NSC NORFOLK SOUTHERN CORP 1.6%
Value ($000) $14,933 Shares 160,856 Est. Cost $57.67 Unrealized +13.9%
EXPRESS SCRIPTS HOLDING COMPAN 1.5%
Value ($000) $13,863 Shares 197,371 Est. Cost $61.74 Unrealized
JACOBS ENGINEERING GROUP 1.5%
Value ($000) $13,636 Shares 216,479 Est. Cost $55.13 Unrealized
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $13,607 Shares 158,915 Est. Cost $14.15 Unrealized +8.1%
DUPONT E I DE NEMOURS CO 1.4%
Value ($000) $13,309 Shares 204,846 Est. Cost $52.50 Unrealized
CVX CHEVRON CORP 1.3%
Value ($000) $12,117 Shares 97,008 Est. Cost $71.30 Unrealized +1.7%
GNC HOLDINGS INC CLASS A 1.3%
Value ($000) $12,104 Shares 207,076 Est. Cost $58.45 Unrealized
PVH PVH CORP 1.3%
Value ($000) $11,750 Shares 86,385 Est. Cost $112.68 Unrealized +11.0%
INTC INTEL CORP 1.3%
Value ($000) $11,708 Shares 451,095 Est. Cost $17.18 Unrealized +4.4%
DIS DISNEY (WALT) CO 1.2%
Value ($000) $11,353 Shares 148,596 Est. Cost $56.17 Unrealized +9.8%
MDY SPDR S&P MIDCAP 400 ETF 1.2%
Value ($000) $10,743 Shares 43,994 Est. Cost $211.68 Unrealized
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $10,687 Shares 131,278 Est. Cost $55.00 Unrealized +5.5%
SPY S&P 500 DEPOSITORY RECEIPTS 1.1%
Value ($000) $10,307 Shares 55,805 Est. Cost $160.61 Unrealized
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $10,124 Shares 134,805 Est. Cost $37.39 Unrealized +29.4%
EPD ENTERPRISE PRODS PARTNERS 1.1%
Value ($000) $9,932 Shares 149,805 Est. Cost $62.15 Unrealized
EMC CORP 0.9%
Value ($000) $8,112 Shares 322,536 Est. Cost $23.62 Unrealized
UPS UNITED PARCEL SERVICE CLASS B 0.9%
Value ($000) $8,092 Shares 77,009 Est. Cost $55.38 Unrealized +16.4%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $7,872 Shares 69,175 Est. Cost $92.93 Unrealized
JPM J P MORGAN CHASE & CO 0.8%
Value ($000) $7,762 Shares 132,737 Est. Cost $36.32 Unrealized +9.1%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $7,708 Shares 45,882 Est. Cost $57.13 Unrealized +6.0%
PEP PEPSICO INC 0.8%
Value ($000) $7,523 Shares 90,704 Est. Cost $56.00 Unrealized +3.1%
NSRGY NESTLE SPONSORED ADR 0.8%
Value ($000) $7,466 Shares 101,681 Est. Cost $65.47 Unrealized
WAB WABTEC CORP 0.8%
Value ($000) $7,034 Shares 94,704 Est. Cost $49.35 Unrealized +27.8%
CELGENE CORP 0.8%
Value ($000) $6,994 Shares 41,391 Est. Cost $125.42 Unrealized
CHUBB CORP 0.8%
Value ($000) $6,946 Shares 71,887 Est. Cost $84.79 Unrealized
FLS FLOWSERVE CORP 0.7%
Value ($000) $6,764 Shares 85,800 Est. Cost $43.03 Unrealized +28.7%
HD HOME DEPOT 0.7%
Value ($000) $6,681 Shares 81,144 Est. Cost $56.75 Unrealized +3.5%
COF CAPITAL ONE FINANCIAL CORP 0.7%
Value ($000) $6,034 Shares 78,755 Est. Cost $50.76 Unrealized +12.9%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.6%
Value ($000) $5,927 Shares 26,105 Est. Cost $173.89 Unrealized
KO COCA-COLA CO 0.6%
Value ($000) $5,855 Shares 141,737 Est. Cost $27.85 Unrealized -3.3%
HTLD HEARTLAND EXPRESS 0.6%
Value ($000) $5,708 Shares 290,908 Est. Cost $13.77 Unrealized +19.0%
PIEDMONT NATURAL GAS 0.6%
Value ($000) $5,668 Shares 170,930 Est. Cost $33.74 Unrealized
BA BOEING CO 0.6%
Value ($000) $5,656 Shares 41,436 Est. Cost $91.56 Unrealized +21.2%
T AT&T INC (NEW) 0.6%
Value ($000) $5,603 Shares 159,349 Est. Cost $11.40 Unrealized -2.0%
PFE PFIZER INC 0.6%
Value ($000) $5,522 Shares 180,290 Est. Cost $16.46 Unrealized +7.1%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.6%
Value ($000) $5,383 Shares 45,405 Est. Cost $115.36 Unrealized +0.2%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,347 Shares 108,819 Est. Cost $27.04 Unrealized -1.6%
HUBBELL INC CL B 0.6%
Value ($000) $5,338 Shares 49,022 Est. Cost $99.00 Unrealized
SU SUNCOR ENERGY INC 0.6%
Value ($000) $5,272 Shares 150,397 Est. Cost $19.64 Unrealized +18.1%
MMM 3M COMPANY 0.6%
Value ($000) $5,184 Shares 36,966 Est. Cost $61.26 Unrealized +18.6%
DHR DANAHER CORP 0.6%
Value ($000) $5,177 Shares 67,057 Est. Cost $25.01 Unrealized +18.8%
FDX FEDEX CORP 0.5%
Value ($000) $5,066 Shares 35,239 Est. Cost $81.95 Unrealized +36.8%
NORTHEAST UTILITIES 0.5%
Value ($000) $4,946 Shares 116,663 Est. Cost $42.01 Unrealized
FCNTX FIDELITY CONTRAFUND 0.5%
Value ($000) $4,941 Shares 51,389 Est. Cost $86.49 Unrealized
NKE NIKE INC 0.5%
Value ($000) $4,898 Shares 62,280 Est. Cost $27.11 Unrealized +21.2%
BB&T CORPORATION 0.5%
Value ($000) $4,870 Shares 130,490 Est. Cost $33.80 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $4,858 Shares 223,350 Est. Cost $12.56 Unrealized +51.1%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $4,765 Shares 89,647 Est. Cost $28.67 Unrealized +19.2%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $4,559 Shares 38,300 Est. Cost $90.52 Unrealized +5.1%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $4,339 Shares 47,832 Est. Cost $63.24 Unrealized +9.5%
PLUM CREEK TIMBER CO INC 0.5%
Value ($000) $4,336 Shares 93,225 Est. Cost $46.62 Unrealized
GLW CORNING INC 0.5%
Value ($000) $4,299 Shares 241,215 Est. Cost $10.49 Unrealized +14.9%
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $4,204 Shares 46,003 Est. Cost $53.13 Unrealized +14.5%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $4,134 Shares 51,169 Est. Cost $48.32 Unrealized +6.5%
ORCL ORACLE CORP 0.4%
Value ($000) $3,875 Shares 101,298 Est. Cost $27.58 Unrealized +4.4%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $3,752 Shares 53,463 Est. Cost $40.02 Unrealized +20.4%
AME AMETEK INC 0.4%
Value ($000) $3,750 Shares 71,196 Est. Cost $41.48 Unrealized +7.4%
ABBV ABBVIE INC 0.4%
Value ($000) $3,585 Shares 67,890 Est. Cost $26.82 Unrealized +13.3%
GBDC GOLUB CAPITAL BDC INC 0.4%
Value ($000) $3,255 Shares 170,354 Est. Cost $5.68 Unrealized +6.5%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.3%
Value ($000) $3,202 Shares 18 Est. Cost $173021.84 Unrealized +0.3%
PAA PLAINS ALL AMER PIPELINE LP 0.3%
Value ($000) $3,016 Shares 58,272 Est. Cost $55.81 Unrealized
BUNGE LIMITED 0.3%
Value ($000) $2,986 Shares 36,359 Est. Cost $70.78 Unrealized
MKL MARKEL CORP HOLDING CO 0.3%
Value ($000) $2,939 Shares 5,065 Est. Cost $523.59 Unrealized +3.6%
COP CONOCO PHILLIPS 0.3%
Value ($000) $2,835 Shares 40,121 Est. Cost $40.11 Unrealized +20.7%
TD TORONTO DOMINION BK ONT 0.3%
Value ($000) $2,728 Shares 28,954 Est. Cost $40.27 Unrealized +13.0%
V VISA INC 0.3%
Value ($000) $2,686 Shares 12,063 Est. Cost $40.36 Unrealized +14.7%
DE DEERE & CO 0.3%
Value ($000) $2,578 Shares 28,225 Est. Cost $68.02 Unrealized -0.8%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,571 Shares 28,316 Est. Cost $61.55 Unrealized +1.8%
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,550 Shares 68,178 Est. Cost $26.71 Unrealized +12.4%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $2,524 Shares 88,120 Est. Cost $22.39 Unrealized +0.2%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $2,498 Shares 21,860 Est. Cost $36.66 Unrealized +19.3%
ABT ABBOTT LABS 0.3%
Value ($000) $2,386 Shares 62,246 Est. Cost $27.71 Unrealized +5.5%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $2,239 Shares 32,444 Est. Cost $41.83 Unrealized +1.2%
ANADARKO PETROLEUM CORP 0.2%
Value ($000) $2,094 Shares 26,396 Est. Cost $93.02 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,010 Shares 30,832 Est. Cost $44.38 Unrealized +9.1%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,939 Shares 24,993 Est. Cost $47.34 Unrealized +9.6%
RTI INTERNATIONAL METALS 0.2%
Value ($000) $1,920 Shares 56,125 Est. Cost $27.70 Unrealized
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,912 Shares 28,137 Est. Cost $44.53 Unrealized +30.6%
POWERSHARES QQQ TRUST UNIT SER 0.2%
Value ($000) $1,889 Shares 21,470 Est. Cost $71.26 Unrealized
PRAXAIR INC 0.2%
Value ($000) $1,750 Shares 13,459 Est. Cost $115.19 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,740 Shares 43,070 Est. Cost $22.41 Unrealized +13.2%
FBIOX FIDELITY SELECT BIOTECH FUND 0.2%
Value ($000) $1,719 Shares 9,459 Est. Cost $175.52 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,700 Shares 16,275 Est. Cost $63.06 Unrealized +5.2%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,689 Shares 48,352 Est. Cost $22.78 Unrealized +6.7%
PM PHILIP MORRIS INTL 0.2%
Value ($000) $1,687 Shares 19,362 Est. Cost $49.85 Unrealized -4.0%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $1,680 Shares 22,080 Est. Cost $46.59 Unrealized +14.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,673 Shares 17,239 Est. Cost $71.80 Unrealized -2.5%
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,579 Shares 20,072 Est. Cost $19.98 Unrealized +1.8%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,479 Shares 17,586 Est. Cost $49.85 Unrealized +19.3%
TENN VALLEY AU 3.955% PFD VAR 0.2%
Value ($000) $1,479 Shares 69,750 Est. Cost $25.37 Unrealized
DOW CHEMICAL CO 0.2%
Value ($000) $1,446 Shares 32,576 Est. Cost $32.17 Unrealized
WALGREEN COMPANY 0.2%
Value ($000) $1,428 Shares 24,851 Est. Cost $44.20 Unrealized
NEM NEWMONT MINING CORP 0.2%
Value ($000) $1,419 Shares 61,625 Est. Cost $24.97 Unrealized -20.9%
RIO RIO TINTO PLC ADR SPONSORED 0.2%
Value ($000) $1,416 Shares 25,100 Est. Cost $42.13 Unrealized
KINDER MORGAN ENERGY PRTNRS 0.2%
Value ($000) $1,394 Shares 17,278 Est. Cost $84.78 Unrealized
MCGRAW HILL COS 0.1%
Value ($000) $1,364 Shares 17,440 Est. Cost $53.17 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,343 Shares 25,169 Est. Cost $32.41 Unrealized +18.2%
FMILX FIDELITY NEW MILLENNIUM FUND 0.1%
Value ($000) $1,323 Shares 33,516 Est. Cost $38.14 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,322 Shares 58,937 Est. Cost $15.24 Unrealized -0.2%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,304 Shares 18,294 Est. Cost $63.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,303 Shares 17,308 Est. Cost $51.50 Unrealized +14.7%
FCVSX FIDELITY CONVERTIBLE SECS 0.1%
Value ($000) $1,271 Shares 40,856 Est. Cost $28.37 Unrealized
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,241 Shares 35,246 Est. Cost $32.21 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,219 Shares 6,876 Est. Cost $120.06 Unrealized +8.8%
MARKET VECTORS OIL SVCS ETF 0.1%
Value ($000) $1,207 Shares 25,100 Est. Cost $42.79 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $1,165 Shares 20,305 Est. Cost $51.44 Unrealized
PFF ISHARES TR US PFD STK IDX 0.1%
Value ($000) $1,139 Shares 30,925 Est. Cost $39.28 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,137 Shares 17,968 Est. Cost $47.18 Unrealized -5.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,101 Shares 28,680 Est. Cost $16.28 Unrealized +5.3%
FCX FREEPORT MCMORAN COP & GLD INC 0.1%
Value ($000) $1,069 Shares 28,347 Est. Cost $25.27 Unrealized +19.0%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $1,064 Shares 33,725 Est. Cost $26.53 Unrealized +8.6%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1,017 Shares 23,150 Est. Cost $25.31 Unrealized +18.8%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $950 Shares 26,223 Est. Cost $29.22 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $898 Shares 57,655 Est. Cost $11.23 Unrealized +4.0%
BAX BAXTER INTERNATIONAL 0.1%
Value ($000) $844 Shares 12,125 Est. Cost $31.05 Unrealized -5.9%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $835 Shares 13,502 Est. Cost $37.00 Unrealized +10.9%
SPECTRA ENERGY CORP 0.1%
Value ($000) $811 Shares 22,766 Est. Cost $34.46 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $793 Shares 11,500 Est. Cost $28.19 Unrealized -4.2%
CSX CSX CORP 0.1%
Value ($000) $768 Shares 26,690 Est. Cost $6.66 Unrealized +10.6%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $738 Shares 7,925 Est. Cost $67.30 Unrealized +16.3%
GWW GRAINGER W W INC 0.1%
Value ($000) $733 Shares 2,872 Est. Cost $202.42 Unrealized +5.4%
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $722 Shares 10,109 Est. Cost $64.75 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $701 Shares 8,580 Est. Cost $59.79 Unrealized
XLY CONS DISC SELECT SECTOR SPDR 0.1%
Value ($000) $700 Shares 10,480 Est. Cost $60.90 Unrealized
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $696 Shares 18,825 Est. Cost $60.60 Unrealized
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $689 Shares 19,047 Est. Cost $33.31 Unrealized
PSX CONOCO PHILLIPS 66 0.1%
Value ($000) $674 Shares 8,737 Est. Cost $40.44 Unrealized +7.4%
CERNER CORP 0.1%
Value ($000) $674 Shares 12,100 Est. Cost $48.02 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $672 Shares 9,029 Est. Cost $43.57 Unrealized +15.2%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $655 Shares 10,350 Est. Cost $54.49 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $650 Shares 1,630 Est. Cost $15.00 Unrealized +19.9%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $647 Shares 16,356 Est. Cost $33.95 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $627 Shares 12,562 Est. Cost $31.98 Unrealized +2.8%
APACHE CORP 0.1%
Value ($000) $623 Shares 7,248 Est. Cost $85.05 Unrealized
JOHNSON CTLS INC 0.1%
Value ($000) $615 Shares 11,990 Est. Cost $35.77 Unrealized
HESS CORP 0.1%
Value ($000) $611 Shares 7,360 Est. Cost $66.53 Unrealized
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $607 Shares 12,264 Est. Cost $45.57 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $598 Shares 18,200 Est. Cost $7.81 Unrealized +8.9%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $579 Shares 4,900 Est. Cost $67.20 Unrealized +30.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $564 Shares 13,001 Est. Cost $25.63 Unrealized +11.6%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $561 Shares 9,827 Est. Cost $41.87 Unrealized +5.8%
JSISX JPMORGAN MULTI SECTOR SLCT 0.1%
Value ($000) $558 Shares 54,138 Est. Cost $10.31 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $552 Shares 13,413 Est. Cost $39.62 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $542 Shares 8,800 Est. Cost $55.48 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $539 Shares 10,357 Est. Cost $36.59 Unrealized +2.9%
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $535 Shares 18,547 Est. Cost $25.44 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $515 Shares 6,145 Est. Cost $47.69 Unrealized +5.9%
DOV DOVER CORP 0.1%
Value ($000) $512 Shares 5,302 Est. Cost $39.99 Unrealized +23.2%
PPL PPL CORP 0.1%
Value ($000) $510 Shares 16,946 Est. Cost $16.37 Unrealized +0.0%
OKE ONEOK INC 0.1%
Value ($000) $497 Shares 8,000 Est. Cost $19.74 Unrealized +23.6%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $467 Shares 9,000 Est. Cost $31.42 Unrealized -6.9%
PEOPLES UNITED FIN'L 0.1%
Value ($000) $466 Shares 30,793 Est. Cost $14.91 Unrealized
WMB WILLIAMS COS 0.1%
Value ($000) $465 Shares 12,067 Est. Cost $18.12 Unrealized +1.4%
WEATHERFORD INTERNATIONAL LTD 0.0%
Value ($000) $453 Shares 29,250 Est. Cost $13.69 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $446 Shares 14,256 Est. Cost $31.71 Unrealized
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $439 Shares 12,392 Est. Cost $33.29 Unrealized
COMCAST CORP CL A SPECIAL 0.0%
Value ($000) $429 Shares 8,600 Est. Cost $39.65 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $428 Shares 12,136 Est. Cost $23.16 Unrealized +10.2%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $413 Shares 14,025 Est. Cost $29.07 Unrealized -0.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $408 Shares 4,443 Est. Cost $27.55 Unrealized -2.6%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $405 Shares 7,010 Est. Cost $29.26 Unrealized +9.8%
CNP CENTERPOINT ENERGY 0.0%
Value ($000) $403 Shares 17,400 Est. Cost $15.27 Unrealized +2.8%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $388 Shares 8,309 Est. Cost $28.51 Unrealized +4.9%
HUBBELL INC CL A 0.0%
Value ($000) $387 Shares 3,950 Est. Cost $90.13 Unrealized
KNIGHT TRANSPORTATION 0.0%
Value ($000) $373 Shares 20,325 Est. Cost $16.82 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $368 Shares 9,350 Est. Cost $36.58 Unrealized
ENCANA CORP 0.0%
Value ($000) $366 Shares 20,250 Est. Cost $16.94 Unrealized
TENNECO AUTOMOTIVE INC 0.0%
Value ($000) $359 Shares 6,335 Est. Cost $45.30 Unrealized
HEWLETT-PACKARD CO 0.0%
Value ($000) $348 Shares 12,421 Est. Cost $24.84 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $345 Shares 9,781 Est. Cost $34.56 Unrealized
BB&T CORP PREFERRED D 5.850% 1 0.0%
Value ($000) $344 Shares 16,000 Est. Cost $21.44 Unrealized
FPXTX FIDELITY PA TAX FREE PORTFOLPE 0.0%
Value ($000) $341 Shares 31,699 Est. Cost $10.95 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $340 Shares 4,600 Est. Cost $63.48 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $340 Shares 4,640 Est. Cost $44.60 Unrealized +13.5%
AMGN AMGEN INC 0.0%
Value ($000) $339 Shares 2,970 Est. Cost $76.98 Unrealized +5.4%
EOG EOG RESOURCES INC. 0.0%
Value ($000) $337 Shares 2,005 Est. Cost $47.26 Unrealized +31.9%
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $331 Shares 1,785 Est. Cost $160.82 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $328 Shares 16,629 Est. Cost $17.69 Unrealized
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $316 Shares 7,893 Est. Cost $41.81 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $313 Shares 15,643 Est. Cost $18.97 Unrealized
JOY GLOBAL INC 0.0%
Value ($000) $313 Shares 5,350 Est. Cost $48.80 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $312 Shares 2,850 Est. Cost $66.38 Unrealized +19.4%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $312 Shares 15,800 Est. Cost $12.61 Unrealized -7.8%
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $312 Shares 9,969 Est. Cost $27.21 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $308 Shares 4,140 Est. Cost $40.69 Unrealized +13.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $305 Shares 4,600 Est. Cost $38.29 Unrealized -0.7%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $304 Shares 6,149 Est. Cost $47.38 Unrealized +3.3%
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $303 Shares 14,900 Est. Cost $20.57 Unrealized
CANADIAN OIL SANDS LTD 0.0%
Value ($000) $301 Shares 16,000 Est. Cost $19.38 Unrealized
URS CORP 0.0%
Value ($000) $299 Shares 5,650 Est. Cost $47.17 Unrealized
BARD C R INC 0.0%
Value ($000) $295 Shares 2,200 Est. Cost $115.00 Unrealized
MANTECH INTL CORP CL A 0.0%
Value ($000) $291 Shares 9,725 Est. Cost $26.17 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $290 Shares 6,000 Est. Cost $31.19 Unrealized +19.9%
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $286 Shares 13,900 Est. Cost $24.02 Unrealized
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $283 Shares 3,750 Est. Cost $63.73 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $281 Shares 10,075 Est. Cost $19.78 Unrealized -3.6%
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $274 Shares 13,000 Est. Cost $24.67 Unrealized
L LOEWS CORP 0.0%
Value ($000) $274 Shares 5,670 Est. Cost $42.08 Unrealized +7.0%
SJM J M SMUCKER CO 0.0%
Value ($000) $273 Shares 2,638 Est. Cost $70.84 Unrealized +5.2%
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $272 Shares 22,172 Est. Cost $13.26 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $267 Shares 2,500 Est. Cost $106.80 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $265 Shares 15,081 Est. Cost $17.09 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $263 Shares 2,700 Est. Cost $88.61 Unrealized +5.1%
WISCONSIN ENERGY CORP 0.0%
Value ($000) $260 Shares 6,300 Est. Cost $40.95 Unrealized
MONSANTO (NEW) 0.0%
Value ($000) $259 Shares 2,220 Est. Cost $104.48 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $256 Shares 2,687 Est. Cost $57.83 Unrealized +9.6%
CCJ CAMECO CORP 0.0%
Value ($000) $255 Shares 12,300 Est. Cost $17.58 Unrealized -3.7%
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $253 Shares 3,080 Est. Cost $82.14 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $250 Shares 2,233 Est. Cost $70.09 Unrealized +6.8%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $248 Shares 1,790 Est. Cost $113.55 Unrealized +6.4%
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $247 Shares 10,000 Est. Cost $24.90 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $246 Shares 4,591 Est. Cost $50.75 Unrealized
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $244 Shares 10,195 Est. Cost $21.74 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $243 Shares 4,065 Est. Cost $16.55 Unrealized +10.2%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $243 Shares 5,250 Est. Cost $40.14 Unrealized
CYTEC INDUSTRIES INC 0.0%
Value ($000) $242 Shares 2,598 Est. Cost $81.22 Unrealized
DIRECTV 0.0%
Value ($000) $236 Shares 3,419 Est. Cost $61.71 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $235 Shares 4,620 Est. Cost $33.21 Unrealized +24.3%
D DOMINION RES INC VA 0.0%
Value ($000) $235 Shares 3,640 Est. Cost $34.53 Unrealized +12.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $231 Shares 3,052 Est. Cost $39.27 Unrealized +4.1%
SDVGX SIT DIVIDEND GWTH FD CL I 0.0%
Value ($000) $231 Shares 13,107 Est. Cost $17.62 Unrealized
BLACKROCK INC 0.0%
Value ($000) $229 Shares 725 Est. Cost $315.86 Unrealized
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $226 Shares 2,989 Est. Cost $22.68 Unrealized +5.2%
BNY MELLON FDS TR INTL APPC FD 0.0%
Value ($000) $223 Shares 16,238 Est. Cost $11.95 Unrealized
AWR AMERICAN STATES WATER 0.0%
Value ($000) $221 Shares 7,700 Est. Cost $22.15 Unrealized -0.6%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $218 Shares 4,039 Est. Cost $55.71 Unrealized
RPM RPM INC 0.0%
Value ($000) $216 Shares 5,200 Est. Cost $38.93 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $214 Shares 2,137 Est. Cost $95.76 Unrealized +5.3%
HCP INC 0.0%
Value ($000) $211 Shares 5,800 Est. Cost $45.50 Unrealized
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $210 Shares 6,847 Est. Cost $29.49 Unrealized
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $208 Shares 2,255 Est. Cost $89.40 Unrealized
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $207 Shares 9,106 Est. Cost $22.73 Unrealized
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $204 Shares 10,000 Est. Cost $24.00 Unrealized
MIPIX MATTHEWS ASIA DIV FUND 0.0%
Value ($000) $185 Shares 11,885 Est. Cost $15.57 Unrealized
NUVEEN CONN PREM INCOME MUN FD 0.0%
Value ($000) $172 Shares 17,200 Est. Cost $10.06 Unrealized
BNY MELLON FDS TR SML MDCAP FD 0.0%
Value ($000) $172 Shares 10,794 Est. Cost $14.73 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $147 Shares 12,600 Est. Cost $11.98 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $136 Shares 12,421 Est. Cost $11.18 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $114 Shares 12,748 Est. Cost $9.10 Unrealized
FMSFX FIDELITY MORTGAGE SECURITIES F 0.0%
Value ($000) $112 Shares 10,189 Est. Cost $11.01 Unrealized
BLACKROCK DEBT STRAT FD INC CO 0.0%
Value ($000) $90 Shares 22,521 Est. Cost $4.00 Unrealized
FCISX FRANKLIN INCOME FUND CL C 0.0%
Value ($000) $36 Shares 14,506 Est. Cost $2.33 Unrealized
HANSEN MEDICAL INC 0.0%
Value ($000) $35 Shares 20,000 Est. Cost $1.45 Unrealized
ESPRE SOLUTIONS INC NEW 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 22,650 Est. Cost Unrealized