NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 9, 2015

Total Value ($000): $987,950 (100.0% shares, 0.0% debt)

Holdings (279)

XOM EXXON MOBIL CORP 7.0%
Value ($000) $68,708 Shares 743,186 Est. Cost $53.69 Unrealized +8.0%
AAPL APPLE INC 3.8%
Value ($000) $37,641 Shares 341,011 Est. Cost $18.11 Unrealized +33.0%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $34,670 Shares 331,548 Est. Cost $60.93 Unrealized +26.9%
WFC WELLS FARGO 2.0%
Value ($000) $19,605 Shares 357,620 Est. Cost $27.44 Unrealized +41.3%
PRECISION CASTPARTS CORP 2.0%
Value ($000) $19,345 Shares 80,313 Est. Cost $229.23 Unrealized
MRK MERCK & COMPANY 1.9%
Value ($000) $19,110 Shares 336,507 Est. Cost $30.35 Unrealized +29.6%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $17,749 Shares 141,665 Est. Cost $79.88 Unrealized +47.1%
NSC NORFOLK SOUTHERN CORP 1.8%
Value ($000) $17,411 Shares 158,841 Est. Cost $58.76 Unrealized +46.0%
GENERAL ELECTRIC CO 1.7%
Value ($000) $17,213 Shares 681,161 Est. Cost $23.19 Unrealized
QCOM QUALCOMM INC 1.7%
Value ($000) $16,311 Shares 219,448 Est. Cost $45.06 Unrealized +18.4%
IBM INTL BUSINESS MACHINES 1.6%
Value ($000) $16,236 Shares 101,197 Est. Cost $118.20 Unrealized -15.0%
BP BP P L C 1.6%
Value ($000) $16,127 Shares 423,053 Est. Cost $42.08 Unrealized
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $15,842 Shares 149,041 Est. Cost $14.15 Unrealized +33.5%
INTC INTEL CORP 1.6%
Value ($000) $15,675 Shares 431,926 Est. Cost $17.18 Unrealized +55.0%
DUPONT E I DE NEMOURS CO 1.5%
Value ($000) $14,364 Shares 194,264 Est. Cost $52.50 Unrealized
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $13,576 Shares 158,952 Est. Cost $53.87 Unrealized +25.0%
DIS DISNEY (WALT) CO 1.4%
Value ($000) $13,563 Shares 144,005 Est. Cost $56.76 Unrealized +43.2%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $12,237 Shares 129,819 Est. Cost $37.39 Unrealized +92.2%
CVX CHEVRON CORP 1.2%
Value ($000) $12,161 Shares 108,404 Est. Cost $71.61 Unrealized -1.5%
SPY S&P 500 DEPOSITORY RECEIPTS 1.2%
Value ($000) $12,046 Shares 58,607 Est. Cost $162.13 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 1.2%
Value ($000) $11,904 Shares 45,095 Est. Cost $212.24 Unrealized
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $11,769 Shares 129,202 Est. Cost $55.16 Unrealized +17.1%
ABBV ABBVIE INC 1.1%
Value ($000) $11,290 Shares 172,531 Est. Cost $32.47 Unrealized +24.0%
UNP UNION PACIFIC CORP 1.1%
Value ($000) $10,926 Shares 91,719 Est. Cost $65.88 Unrealized +35.8%
EXPRESS SCRIPTS HOLDING COMPAN 1.1%
Value ($000) $10,682 Shares 126,156 Est. Cost $61.74 Unrealized
EPD ENTERPRISE PRODS PARTNERS 1.1%
Value ($000) $10,490 Shares 290,430 Est. Cost $50.43 Unrealized
EMR EMERSON ELECTRIC CO 1.0%
Value ($000) $10,332 Shares 167,385 Est. Cost $45.67 Unrealized +1.6%
GBDC GOLUB CAPITAL BDC INC 1.0%
Value ($000) $10,005 Shares 557,988 Est. Cost $6.08 Unrealized +3.2%
PRGO PERRIGO CO PCL SHS 1.0%
Value ($000) $9,793 Shares 58,583 Est. Cost $156.40 Unrealized 0.0%
CELGENE CORP 0.9%
Value ($000) $9,047 Shares 80,882 Est. Cost $105.94 Unrealized
UPS UNITED PARCEL SERVICE CLASS B 0.9%
Value ($000) $8,601 Shares 77,366 Est. Cost $55.38 Unrealized +28.1%
WAB WABTEC CORP 0.9%
Value ($000) $8,561 Shares 98,524 Est. Cost $50.77 Unrealized +55.9%
GOOGLE INC CL A 0.9%
Value ($000) $8,430 Shares 15,887 Est. Cost $872.66 Unrealized
GOOGLE INC CL C 0.9%
Value ($000) $8,417 Shares 15,990 Est. Cost $574.63 Unrealized
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $8,188 Shares 233,865 Est. Cost $13.56 Unrealized +138.2%
JPM J P MORGAN CHASE & CO 0.8%
Value ($000) $8,107 Shares 129,547 Est. Cost $36.43 Unrealized +22.7%
PEP PEPSICO INC 0.8%
Value ($000) $8,103 Shares 85,689 Est. Cost $56.00 Unrealized +22.5%
LINEAR TECHNOLOGY CORP 0.8%
Value ($000) $8,084 Shares 177,275 Est. Cost $47.00 Unrealized
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $7,955 Shares 69,172 Est. Cost $93.34 Unrealized
CHUBB CORP 0.8%
Value ($000) $7,798 Shares 75,360 Est. Cost $84.99 Unrealized
JACOBS ENGINEERING GROUP 0.7%
Value ($000) $7,379 Shares 165,115 Est. Cost $55.13 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $7,253 Shares 122,856 Est. Cost $30.21 Unrealized +28.8%
HTLD HEARTLAND EXPRESS 0.7%
Value ($000) $7,174 Shares 265,622 Est. Cost $13.77 Unrealized +83.7%
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $7,130 Shares 97,119 Est. Cost $66.03 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $7,019 Shares 74,901 Est. Cost $72.62 Unrealized -2.9%
PIEDMONT NATURAL GAS 0.7%
Value ($000) $6,694 Shares 169,855 Est. Cost $33.74 Unrealized
IBB ISHARES NASDQ BIOTECH INDEX FN 0.7%
Value ($000) $6,630 Shares 21,854 Est. Cost $173.89 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.7%
Value ($000) $6,586 Shares 79,785 Est. Cost $50.76 Unrealized +31.1%
EMC CORP 0.7%
Value ($000) $6,517 Shares 219,139 Est. Cost $23.66 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.7%
Value ($000) $6,475 Shares 43,125 Est. Cost $115.36 Unrealized +25.1%
NKE NIKE INC 0.6%
Value ($000) $6,258 Shares 65,080 Est. Cost $27.70 Unrealized +47.1%
NORTHEAST UTILITIES 0.6%
Value ($000) $6,183 Shares 115,521 Est. Cost $42.01 Unrealized
FDX FEDEX CORP 0.6%
Value ($000) $5,926 Shares 34,127 Est. Cost $81.95 Unrealized +75.6%
PFE PFIZER INC 0.6%
Value ($000) $5,925 Shares 190,225 Est. Cost $16.54 Unrealized +8.7%
PVH PVH CORP 0.6%
Value ($000) $5,839 Shares 45,560 Est. Cost $112.68 Unrealized +4.8%
KO COCA-COLA CO 0.6%
Value ($000) $5,703 Shares 135,080 Est. Cost $27.88 Unrealized +7.8%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $5,625 Shares 56,293 Est. Cost $56.24 Unrealized +21.4%
DHR DANAHER CORP 0.6%
Value ($000) $5,522 Shares 64,423 Est. Cost $25.01 Unrealized +31.7%
MMM 3M COMPANY 0.6%
Value ($000) $5,520 Shares 33,593 Est. Cost $61.26 Unrealized +46.4%
T AT&T INC (NEW) 0.5%
Value ($000) $5,390 Shares 160,467 Est. Cost $11.41 Unrealized +3.5%
HD HOME DEPOT 0.5%
Value ($000) $5,370 Shares 51,159 Est. Cost $56.75 Unrealized +31.8%
GLW CORNING INC 0.5%
Value ($000) $5,182 Shares 226,000 Est. Cost $10.49 Unrealized +44.9%
BB&T CORPORATION 0.5%
Value ($000) $5,061 Shares 130,140 Est. Cost $33.80 Unrealized
BKU BANKUNITED INC 0.5%
Value ($000) $5,042 Shares 174,031 Est. Cost $23.16 Unrealized -8.4%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,698 Shares 100,418 Est. Cost $27.04 Unrealized +2.3%
BA BOEING CO 0.5%
Value ($000) $4,662 Shares 35,867 Est. Cost $91.56 Unrealized +20.9%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $4,531 Shares 31,966 Est. Cost $91.25 Unrealized +19.9%
FCNTX FIDELITY CONTRAFUND 0.4%
Value ($000) $4,413 Shares 45,038 Est. Cost $86.99 Unrealized
HUBBELL INC CL B 0.4%
Value ($000) $4,361 Shares 40,820 Est. Cost $99.00 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $4,255 Shares 51,033 Est. Cost $48.67 Unrealized +30.5%
SU SUNCOR ENERGY INC 0.4%
Value ($000) $4,202 Shares 132,217 Est. Cost $19.72 Unrealized +13.4%
COP CONOCO PHILLIPS 0.4%
Value ($000) $4,143 Shares 59,988 Est. Cost $44.76 Unrealized +9.2%
PLUM CREEK TIMBER CO INC 0.4%
Value ($000) $4,141 Shares 96,775 Est. Cost $46.02 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $4,111 Shares 44,183 Est. Cost $63.71 Unrealized +19.9%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $4,068 Shares 18 Est. Cost $173021.84 Unrealized +25.1%
KMI KINDER MORGAN INC 0.4%
Value ($000) $4,058 Shares 95,922 Est. Cost $21.43 Unrealized +4.8%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $4,047 Shares 66,125 Est. Cost $47.09 Unrealized -12.6%
ORCL ORACLE CORP 0.4%
Value ($000) $3,912 Shares 87,007 Est. Cost $27.58 Unrealized +25.1%
WHITEWAVE FOODS CO CL A 0.4%
Value ($000) $3,831 Shares 109,475 Est. Cost $35.19 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $3,715 Shares 82,515 Est. Cost $29.05 Unrealized +21.6%
BUNGE LIMITED 0.4%
Value ($000) $3,666 Shares 40,321 Est. Cost $71.32 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $3,649 Shares 17,575 Est. Cost $171.37 Unrealized +9.0%
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,475 Shares 74,804 Est. Cost $27.34 Unrealized +45.8%
ACTAVIS PLC SHS 0.3%
Value ($000) $3,273 Shares 12,713 Est. Cost $250.20 Unrealized
AME AMETEK INC 0.3%
Value ($000) $3,261 Shares 61,965 Est. Cost $41.48 Unrealized +13.6%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $3,241 Shares 23,805 Est. Cost $38.12 Unrealized +30.5%
MKL MARKEL CORP HOLDING CO 0.3%
Value ($000) $2,872 Shares 4,206 Est. Cost $523.59 Unrealized +29.5%
V VISA INC 0.3%
Value ($000) $2,868 Shares 10,938 Est. Cost $40.57 Unrealized +37.3%
POWERSHARES QQQ TRUST UNIT SER 0.3%
Value ($000) $2,680 Shares 25,957 Est. Cost $75.79 Unrealized
FBIOX FIDELITY SELECT BIOTECH FUND 0.3%
Value ($000) $2,633 Shares 11,898 Est. Cost $187.51 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $2,590 Shares 28,305 Est. Cost $62.26 Unrealized +17.8%
DUK DUKE ENERGY CORPORATION COM NE 0.3%
Value ($000) $2,546 Shares 30,483 Est. Cost $41.83 Unrealized +21.9%
PAA PLAINS ALL AMER PIPELINE LP 0.3%
Value ($000) $2,538 Shares 49,457 Est. Cost $56.44 Unrealized
BAX BAXTER INTERNATIONAL 0.3%
Value ($000) $2,504 Shares 34,159 Est. Cost $32.72 Unrealized -1.3%
BIDU BAIDU INC SPON ADR 0.2%
Value ($000) $2,433 Shares 10,672 Est. Cost $227.98 Unrealized
WMB WILLIAMS COS 0.2%
Value ($000) $2,393 Shares 53,243 Est. Cost $22.82 Unrealized +19.1%
TENN VALLEY AU 3.955% PFD VAR 0.2%
Value ($000) $2,368 Shares 97,450 Est. Cost $24.97 Unrealized
CHICAGO BRIDGE & IRON CO NV 0.2%
Value ($000) $2,351 Shares 56,002 Est. Cost $60.77 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $2,309 Shares 32,206 Est. Cost $50.52 Unrealized -2.7%
WMT WAL-MART STORES INC 0.2%
Value ($000) $2,289 Shares 26,647 Est. Cost $20.16 Unrealized +8.3%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $2,244 Shares 24,597 Est. Cost $47.34 Unrealized +29.6%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,174 Shares 31,417 Est. Cost $44.60 Unrealized +17.0%
ANADARKO PETROLEUM CORP 0.2%
Value ($000) $2,096 Shares 25,407 Est. Cost $93.02 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $2,018 Shares 25,435 Est. Cost $79.34 Unrealized
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,994 Shares 26,937 Est. Cost $44.53 Unrealized +49.9%
FLS FLOWSERVE CORP 0.2%
Value ($000) $1,916 Shares 32,030 Est. Cost $46.83 Unrealized +9.4%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,915 Shares 47,205 Est. Cost $22.78 Unrealized +30.6%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,907 Shares 16,507 Est. Cost $63.21 Unrealized +20.4%
DE DEERE & CO 0.2%
Value ($000) $1,901 Shares 21,478 Est. Cost $68.07 Unrealized +3.7%
USB U S BANCORP 0.2%
Value ($000) $1,813 Shares 40,340 Est. Cost $22.41 Unrealized +29.9%
PRAXAIR INC 0.2%
Value ($000) $1,799 Shares 13,884 Est. Cost $115.76 Unrealized
CVE CENOVUS ENERGY INC 0.2%
Value ($000) $1,760 Shares 85,368 Est. Cost $22.40 Unrealized -18.1%
GNC HOLDINGS INC CLASS A 0.2%
Value ($000) $1,746 Shares 37,165 Est. Cost $58.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,721 Shares 17,020 Est. Cost $51.84 Unrealized +52.9%
FIDELITY INDEPENDNCE FD 0.2%
Value ($000) $1,669 Shares 43,270 Est. Cost $33.35 Unrealized
CSX CSX CORP 0.2%
Value ($000) $1,645 Shares 45,390 Est. Cost $8.06 Unrealized +22.0%
FCVSX FIDELITY CONVERTIBLE SECS 0.2%
Value ($000) $1,550 Shares 48,084 Est. Cost $29.00 Unrealized
MEDTRONIC INC 0.2%
Value ($000) $1,497 Shares 20,723 Est. Cost $51.64 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,482 Shares 53,268 Est. Cost $15.24 Unrealized +20.1%
WALGREENS BOOTS ALLIANCE INC C 0.1%
Value ($000) $1,480 Shares 19,414 Est. Cost $76.23 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,402 Shares 17,212 Est. Cost $49.85 Unrealized -1.3%
MCGRAW HILL COS 0.1%
Value ($000) $1,392 Shares 15,640 Est. Cost $53.17 Unrealized
FMILX FIDELITY NEW MILLENNIUM FUND 0.1%
Value ($000) $1,375 Shares 35,477 Est. Cost $39.13 Unrealized
DOW CHEMICAL CO 0.1%
Value ($000) $1,359 Shares 29,805 Est. Cost $32.17 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,343 Shares 27,255 Est. Cost $16.28 Unrealized +46.0%
GM GENERAL MOTORS CO 0.1%
Value ($000) $1,337 Shares 38,305 Est. Cost $26.28 Unrealized -6.8%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $1,334 Shares 14,085 Est. Cost $49.85 Unrealized +40.6%
SO SOUTHERN CO 0.1%
Value ($000) $1,313 Shares 26,750 Est. Cost $26.97 Unrealized +9.3%
TGT TARGET CORP 0.1%
Value ($000) $1,286 Shares 16,945 Est. Cost $47.18 Unrealized +3.0%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,283 Shares 18,617 Est. Cost $48.29 Unrealized +15.8%
FSPHX FIDELITY SELECT HEALTH CARE 0.1%
Value ($000) $1,205 Shares 5,533 Est. Cost $218.51 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1,200 Shares 22,450 Est. Cost $25.31 Unrealized +47.6%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,200 Shares 17,924 Est. Cost $63.80 Unrealized
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,183 Shares 33,800 Est. Cost $32.33 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,178 Shares 6,076 Est. Cost $120.06 Unrealized +25.7%
HEWLETT-PACKARD CO 0.1%
Value ($000) $1,141 Shares 28,421 Est. Cost $31.40 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,138 Shares 23,194 Est. Cost $32.41 Unrealized +22.6%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,100 Shares 23,018 Est. Cost $40.27 Unrealized +19.8%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,087 Shares 15,989 Est. Cost $46.59 Unrealized +8.7%
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $986 Shares 30,000 Est. Cost $29.97 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $973 Shares 10,573 Est. Cost $64.17 Unrealized +6.1%
RTI INTERNATIONAL METALS 0.1%
Value ($000) $968 Shares 38,325 Est. Cost $27.70 Unrealized
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $959 Shares 18,500 Est. Cost $50.45 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $956 Shares 33,675 Est. Cost $26.53 Unrealized +16.1%
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $956 Shares 16,660 Est. Cost $53.26 Unrealized
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $939 Shares 10,132 Est. Cost $94.09 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $932 Shares 52,086 Est. Cost $11.31 Unrealized +19.8%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $928 Shares 8,179 Est. Cost $72.60 Unrealized +32.5%
XLY CONS DISC SELECT SECTOR SPDR 0.1%
Value ($000) $921 Shares 12,770 Est. Cost $63.74 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $918 Shares 25,264 Est. Cost $35.62 Unrealized
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $907 Shares 19,700 Est. Cost $42.13 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $845 Shares 13,000 Est. Cost $63.98 Unrealized
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $845 Shares 26,378 Est. Cost $44.96 Unrealized
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $844 Shares 19,942 Est. Cost $57.50 Unrealized
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $832 Shares 10,479 Est. Cost $65.52 Unrealized
CERNER CORP 0.1%
Value ($000) $782 Shares 12,100 Est. Cost $48.02 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.1%
Value ($000) $750 Shares 32,077 Est. Cost $26.83 Unrealized -9.5%
GWW GRAINGER W W INC 0.1%
Value ($000) $740 Shares 2,902 Est. Cost $202.69 Unrealized +1.6%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $721 Shares 20,004 Est. Cost $33.53 Unrealized
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $716 Shares 22,250 Est. Cost $26.44 Unrealized
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $693 Shares 5,442 Est. Cost $15.78 Unrealized +27.3%
MKC MCCORMICK & CO 0.1%
Value ($000) $688 Shares 9,260 Est. Cost $28.19 Unrealized +2.6%
TWENTY FIRST CENTURY FOX CL B 0.1%
Value ($000) $682 Shares 18,500 Est. Cost $34.14 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $676 Shares 13,001 Est. Cost $25.63 Unrealized +40.5%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $676 Shares 35,747 Est. Cost $23.00 Unrealized -31.7%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $674 Shares 8,150 Est. Cost $54.49 Unrealized
KNIGHT TRANSPORTATION 0.1%
Value ($000) $669 Shares 19,868 Est. Cost $16.82 Unrealized
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $668 Shares 17,408 Est. Cost $34.29 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $665 Shares 12,279 Est. Cost $36.61 Unrealized +8.0%
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $661 Shares 13,148 Est. Cost $45.77 Unrealized
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $647 Shares 9,000 Est. Cost $31.42 Unrealized +27.0%
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $638 Shares 9,029 Est. Cost $43.57 Unrealized +24.7%
PPL PPL CORP 0.1%
Value ($000) $602 Shares 16,584 Est. Cost $16.47 Unrealized +20.5%
JOHNSON CTLS INC 0.1%
Value ($000) $599 Shares 12,390 Est. Cost $36.10 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $579 Shares 9,130 Est. Cost $55.52 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $563 Shares 10,564 Est. Cost $31.98 Unrealized +10.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $556 Shares 4,999 Est. Cost $67.72 Unrealized +30.0%
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $546 Shares 13,638 Est. Cost $39.68 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $545 Shares 13,382 Est. Cost $40.73 Unrealized
HESS CORP 0.1%
Value ($000) $543 Shares 7,360 Est. Cost $66.53 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $522 Shares 6,075 Est. Cost $47.69 Unrealized +12.6%
META FACEBOOK INC CL A 0.1%
Value ($000) $500 Shares 6,410 Est. Cost $72.91 Unrealized +4.1%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $496 Shares 8,176 Est. Cost $28.51 Unrealized +35.3%
COMCAST CORP CL A SPECIAL 0.1%
Value ($000) $495 Shares 8,600 Est. Cost $39.65 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $478 Shares 5,922 Est. Cost $63.00 Unrealized -5.9%
BXMT BLACKSTONE MTG TR INC CL A 0.0%
Value ($000) $466 Shares 16,000 Est. Cost $29.13 Unrealized
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $454 Shares 13,587 Est. Cost $33.29 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $443 Shares 5,482 Est. Cost $53.32 Unrealized +9.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $441 Shares 12,136 Est. Cost $23.39 Unrealized +21.4%
HUBBELL INC CL A 0.0%
Value ($000) $428 Shares 3,850 Est. Cost $90.13 Unrealized
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $427 Shares 2,063 Est. Cost $166.04 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $415 Shares 8,350 Est. Cost $20.18 Unrealized +37.7%
TENNECO AUTOMOTIVE INC 0.0%
Value ($000) $415 Shares 7,325 Est. Cost $46.53 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $407 Shares 15,872 Est. Cost $23.68 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $403 Shares 26,521 Est. Cost $14.91 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $402 Shares 5,592 Est. Cost $40.90 Unrealized +24.3%
SNA SNAP-ON INC 0.0%
Value ($000) $401 Shares 2,930 Est. Cost $66.83 Unrealized +52.1%
BB&T CORP PREFERRED D 5.850% 1 0.0%
Value ($000) $401 Shares 16,000 Est. Cost $21.44 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $398 Shares 13,126 Est. Cost $31.50 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $391 Shares 32,199 Est. Cost $22.65 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $389 Shares 4,600 Est. Cost $63.48 Unrealized
HCP INC 0.0%
Value ($000) $384 Shares 8,732 Est. Cost $43.21 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $380 Shares 4,400 Est. Cost $38.29 Unrealized +24.8%
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $380 Shares 7,893 Est. Cost $41.81 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $368 Shares 4,082 Est. Cost $27.55 Unrealized +13.8%
TRANSCANADA CORP 0.0%
Value ($000) $368 Shares 7,500 Est. Cost $47.73 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $361 Shares 6,510 Est. Cost $29.26 Unrealized +13.6%
ECL ECOLAB INC 0.0%
Value ($000) $358 Shares 3,425 Est. Cost $94.43 Unrealized +2.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $355 Shares 6,198 Est. Cost $31.43 Unrealized +43.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $352 Shares 9,800 Est. Cost $19.78 Unrealized +19.1%
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $351 Shares 3,855 Est. Cost $83.32 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $351 Shares 4,470 Est. Cost $45.00 Unrealized +22.5%
DIRECTV 0.0%
Value ($000) $344 Shares 3,970 Est. Cost $65.80 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $341 Shares 11,322 Est. Cost $27.64 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $341 Shares 2,142 Est. Cost $77.41 Unrealized +46.4%
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $341 Shares 2,700 Est. Cost $110.41 Unrealized
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $339 Shares 14,000 Est. Cost $20.57 Unrealized
VGK VANGUARD EUROPEAN ETF 0.0%
Value ($000) $338 Shares 6,450 Est. Cost $52.40 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $338 Shares 16,660 Est. Cost $19.05 Unrealized
BARD C R INC 0.0%
Value ($000) $333 Shares 2,000 Est. Cost $117.60 Unrealized
WISCONSIN ENERGY CORP 0.0%
Value ($000) $332 Shares 6,300 Est. Cost $40.95 Unrealized
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $332 Shares 14,567 Est. Cost $23.13 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $332 Shares 8,128 Est. Cost $37.20 Unrealized -1.0%
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $325 Shares 13,500 Est. Cost $24.02 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $322 Shares 2,233 Est. Cost $70.09 Unrealized +37.3%
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $313 Shares 7,500 Est. Cost $55.47 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $288 Shares 11,082 Est. Cost $27.52 Unrealized
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $286 Shares 22,172 Est. Cost $13.26 Unrealized
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $284 Shares 11,500 Est. Cost $24.67 Unrealized
BLACKSTONE GROUP LP 0.0%
Value ($000) $284 Shares 8,399 Est. Cost $32.98 Unrealized
ROP ROPER INDS INC NEW 0.0%
Value ($000) $280 Shares 1,790 Est. Cost $114.17 Unrealized +25.6%
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $279 Shares 16,347 Est. Cost $17.09 Unrealized
VFC V F CORP 0.0%
Value ($000) $278 Shares 3,715 Est. Cost $59.82 Unrealized +10.6%
MONSANTO (NEW) 0.0%
Value ($000) $265 Shares 2,220 Est. Cost $104.48 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $262 Shares 2,700 Est. Cost $88.61 Unrealized +12.2%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $258 Shares 10,493 Est. Cost $21.82 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $253 Shares 4,831 Est. Cost $50.83 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $249 Shares 8,786 Est. Cost $34.56 Unrealized
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $248 Shares 10,000 Est. Cost $24.00 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $247 Shares 5,644 Est. Cost $40.39 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $246 Shares 4,100 Est. Cost $54.91 Unrealized -8.9%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $245 Shares 3,906 Est. Cost $55.71 Unrealized
APACHE CORP 0.0%
Value ($000) $241 Shares 3,848 Est. Cost $85.05 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $241 Shares 2,137 Est. Cost $95.76 Unrealized +14.4%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $240 Shares 4,065 Est. Cost $16.55 Unrealized +9.0%
CYTEC INDUSTRIES INC 0.0%
Value ($000) $240 Shares 5,196 Est. Cost $64.28 Unrealized
HEALTH CARE REIT INC 0.0%
Value ($000) $238 Shares 3,143 Est. Cost $75.72 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $238 Shares 3,090 Est. Cost $34.53 Unrealized +30.5%
L LOEWS CORP 0.0%
Value ($000) $238 Shares 5,670 Est. Cost $42.08 Unrealized -5.7%
BLACKROCK INC 0.0%
Value ($000) $236 Shares 659 Est. Cost $315.82 Unrealized
PALL CORP 0.0%
Value ($000) $232 Shares 2,293 Est. Cost $101.18 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $227 Shares 2,002 Est. Cost $107.59 Unrealized
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $227 Shares 4,694 Est. Cost $48.36 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $221 Shares 8,125 Est. Cost $36.51 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $220 Shares 1,120 Est. Cost $111.57 Unrealized +5.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $217 Shares 2,043 Est. Cost $78.95 Unrealized 0.0%
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $212 Shares 2,290 Est. Cost $93.72 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $212 Shares 2,740 Est. Cost $50.26 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $210 Shares 2,660 Est. Cost $31.83 Unrealized 0.0%
BNY MELLON FDS TR INTL APPC FD 0.0%
Value ($000) $207 Shares 16,582 Est. Cost $11.98 Unrealized
RAYTHEON CO 0.0%
Value ($000) $206 Shares 1,900 Est. Cost $108.42 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $203 Shares 3,497 Est. Cost $21.26 Unrealized 0.0%
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $203 Shares 8,000 Est. Cost $24.90 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $202 Shares 12,300 Est. Cost $17.58 Unrealized -13.3%
DOX AMDOCS LTD ORD 0.0%
Value ($000) $201 Shares 4,300 Est. Cost $38.27 Unrealized 0.0%
ENCANA CORP 0.0%
Value ($000) $179 Shares 12,950 Est. Cost $16.94 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $154 Shares 18,200 Est. Cost $8.96 Unrealized
BNY MELLON FDS TR SML MDCAP FD 0.0%
Value ($000) $146 Shares 11,496 Est. Cost $14.85 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $120 Shares 10,215 Est. Cost $11.18 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $117 Shares 12,748 Est. Cost $9.10 Unrealized
CANADIAN OIL SANDS LTD 0.0%
Value ($000) $99 Shares 11,000 Est. Cost $19.38 Unrealized
BLACKROCK DEBT STRAT FD INC CO 0.0%
Value ($000) $84 Shares 22,521 Est. Cost $4.00 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $55 Shares 10,829 Est. Cost $17.60 Unrealized
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $35 Shares 16,000 Est. Cost $4.03 Unrealized -23.6%
HANSEN MEDICAL INC 0.0%
Value ($000) $11 Shares 20,000 Est. Cost $1.45 Unrealized
RAPID FIRE MARKETING INC 0.0%
Value ($000) $1 Shares 2,999,997 Est. Cost $0.00 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $1 Shares 20,000 Est. Cost $0.10 Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 22,650 Est. Cost Unrealized
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized