NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 9, 2015

Total Value ($000): $962,275 (100.0% shares, 0.0% debt)

Holdings (275)

XOM EXXON MOBIL CORP 6.5%
Value ($000) $62,644 Shares 736,987 Est. Cost $53.69 Unrealized +3.5%
AAPL APPLE INC 4.4%
Value ($000) $42,016 Shares 337,666 Est. Cost $18.11 Unrealized +48.2%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $32,318 Shares 321,247 Est. Cost $60.93 Unrealized +23.3%
WFC WELLS FARGO 2.0%
Value ($000) $19,430 Shares 357,166 Est. Cost $27.44 Unrealized +45.2%
MRK MERCK & COMPANY 2.0%
Value ($000) $19,331 Shares 336,295 Est. Cost $30.35 Unrealized +32.8%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $18,602 Shares 138,468 Est. Cost $79.88 Unrealized +56.2%
BP BP P L C 1.7%
Value ($000) $16,408 Shares 419,543 Est. Cost $42.08 Unrealized
NSC NORFOLK SOUTHERN CORP 1.7%
Value ($000) $16,204 Shares 157,441 Est. Cost $58.76 Unrealized +43.3%
GENERAL ELECTRIC CO 1.6%
Value ($000) $15,873 Shares 639,785 Est. Cost $23.19 Unrealized
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $15,198 Shares 146,061 Est. Cost $14.15 Unrealized +40.4%
PRECISION CASTPARTS CORP 1.5%
Value ($000) $14,549 Shares 69,282 Est. Cost $229.23 Unrealized
DIS DISNEY (WALT) CO 1.5%
Value ($000) $14,543 Shares 138,650 Est. Cost $56.76 Unrealized +61.9%
IBM INTL BUSINESS MACHINES 1.5%
Value ($000) $14,469 Shares 90,154 Est. Cost $118.20 Unrealized -18.4%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $14,440 Shares 147,154 Est. Cost $41.30 Unrealized +70.8%
DUPONT E I DE NEMOURS CO 1.4%
Value ($000) $13,622 Shares 190,604 Est. Cost $52.50 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $13,117 Shares 419,501 Est. Cost $17.18 Unrealized +51.4%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $12,895 Shares 154,540 Est. Cost $53.87 Unrealized +13.9%
MDY SPDR S&P MIDCAP 400 ETF 1.3%
Value ($000) $12,678 Shares 45,729 Est. Cost $213.14 Unrealized
SPY S&P 500 DEPOSITORY RECEIPTS 1.3%
Value ($000) $12,099 Shares 58,609 Est. Cost $162.13 Unrealized
CVX CHEVRON CORP 1.2%
Value ($000) $11,198 Shares 106,672 Est. Cost $71.61 Unrealized -6.6%
EXPRESS SCRIPTS HOLDING COMPAN 1.1%
Value ($000) $10,528 Shares 121,339 Est. Cost $61.74 Unrealized
PRGO PERRIGO CO PCL SHS 1.1%
Value ($000) $10,457 Shares 63,165 Est. Cost $156.62 Unrealized +1.8%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $10,088 Shares 123,107 Est. Cost $55.16 Unrealized +15.3%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $9,816 Shares 90,630 Est. Cost $65.88 Unrealized +39.4%
ABBV ABBVIE INC 1.0%
Value ($000) $9,809 Shares 167,562 Est. Cost $32.47 Unrealized +19.7%
EPD ENTERPRISE PRODS PARTNERS 1.0%
Value ($000) $9,526 Shares 289,290 Est. Cost $50.43 Unrealized
CELGENE CORP 1.0%
Value ($000) $9,518 Shares 82,562 Est. Cost $106.13 Unrealized
EMR EMERSON ELECTRIC CO 1.0%
Value ($000) $9,470 Shares 167,260 Est. Cost $45.67 Unrealized -5.0%
QCOM QUALCOMM INC 1.0%
Value ($000) $9,393 Shares 135,468 Est. Cost $45.06 Unrealized +14.6%
WAB WABTEC CORP 1.0%
Value ($000) $9,280 Shares 97,674 Est. Cost $50.77 Unrealized +67.2%
GOOGLE INC CL C 0.9%
Value ($000) $9,108 Shares 16,620 Est. Cost $573.62 Unrealized
GOOGLE INC CL A 0.9%
Value ($000) $8,621 Shares 15,542 Est. Cost $872.66 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.9%
Value ($000) $8,503 Shares 484,511 Est. Cost $6.08 Unrealized +8.2%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $8,170 Shares 126,681 Est. Cost $30.61 Unrealized +41.9%
PEP PEPSICO INC 0.8%
Value ($000) $7,920 Shares 82,825 Est. Cost $56.00 Unrealized +24.5%
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $7,853 Shares 67,002 Est. Cost $93.34 Unrealized
JPM J P MORGAN CHASE & CO 0.8%
Value ($000) $7,674 Shares 126,671 Est. Cost $36.43 Unrealized +21.6%
CHUBB CORP 0.8%
Value ($000) $7,502 Shares 74,211 Est. Cost $84.99 Unrealized
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $7,315 Shares 21,299 Est. Cost $173.89 Unrealized
JACOBS ENGINEERING GROUP 0.8%
Value ($000) $7,289 Shares 161,400 Est. Cost $55.13 Unrealized
UPS UNITED PARCEL SERVICE CLASS B 0.8%
Value ($000) $7,277 Shares 75,069 Est. Cost $55.38 Unrealized +25.3%
LINEAR TECHNOLOGY CORP 0.8%
Value ($000) $7,272 Shares 155,375 Est. Cost $47.00 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $7,248 Shares 74,384 Est. Cost $72.62 Unrealized -0.7%
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $7,015 Shares 92,834 Est. Cost $66.03 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $6,620 Shares 190,275 Est. Cost $16.54 Unrealized +21.6%
NKE NIKE INC 0.7%
Value ($000) $6,520 Shares 64,980 Est. Cost $27.70 Unrealized +50.5%
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $6,247 Shares 230,250 Est. Cost $13.56 Unrealized +115.0%
HTLD HEARTLAND EXPRESS 0.6%
Value ($000) $6,230 Shares 262,195 Est. Cost $13.77 Unrealized +84.1%
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value ($000) $6,222 Shares 78,935 Est. Cost $50.76 Unrealized +27.1%
HD HOME DEPOT 0.6%
Value ($000) $6,137 Shares 54,019 Est. Cost $58.26 Unrealized +46.5%
PIEDMONT NATURAL GAS 0.6%
Value ($000) $6,110 Shares 165,555 Est. Cost $33.74 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.6%
Value ($000) $5,919 Shares 41,015 Est. Cost $115.36 Unrealized +27.5%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $5,890 Shares 56,463 Est. Cost $56.24 Unrealized +29.8%
FDX FEDEX CORP 0.6%
Value ($000) $5,704 Shares 34,477 Est. Cost $82.62 Unrealized +79.0%
BA BOEING CO 0.6%
Value ($000) $5,645 Shares 37,610 Est. Cost $93.24 Unrealized +37.1%
BKU BANKUNITED INC 0.6%
Value ($000) $5,507 Shares 168,206 Est. Cost $23.16 Unrealized -4.0%
MMM 3M COMPANY 0.6%
Value ($000) $5,450 Shares 33,043 Est. Cost $61.26 Unrealized +58.1%
ES EVERSOURCE ENERGY COM 0.6%
Value ($000) $5,368 Shares 106,252 Est. Cost $36.21 Unrealized 0.0%
EMC CORP 0.6%
Value ($000) $5,364 Shares 209,837 Est. Cost $23.66 Unrealized
T AT&T INC (NEW) 0.5%
Value ($000) $5,224 Shares 159,992 Est. Cost $11.41 Unrealized +3.3%
DHR DANAHER CORP 0.5%
Value ($000) $5,064 Shares 59,648 Est. Cost $25.01 Unrealized +39.4%
NXPI NXP SEMICONDUCTORS NV 0.5%
Value ($000) $5,057 Shares 50,385 Est. Cost $78.27 Unrealized 0.0%
GLW CORNING INC 0.5%
Value ($000) $5,026 Shares 221,617 Est. Cost $10.49 Unrealized +70.0%
WHITEWAVE FOODS CO CL A 0.5%
Value ($000) $4,940 Shares 111,400 Est. Cost $35.35 Unrealized
BB&T CORPORATION 0.5%
Value ($000) $4,935 Shares 126,570 Est. Cost $33.80 Unrealized
KO COCA-COLA CO 0.5%
Value ($000) $4,840 Shares 119,380 Est. Cost $27.88 Unrealized +6.2%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $4,835 Shares 31,916 Est. Cost $91.25 Unrealized +32.5%
ACTAVIS PLC SHS 0.5%
Value ($000) $4,810 Shares 16,163 Est. Cost $260.31 Unrealized
HSIC SCHEIN HENRY INC 0.5%
Value ($000) $4,661 Shares 33,385 Est. Cost $42.93 Unrealized +27.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,658 Shares 95,788 Est. Cost $27.04 Unrealized +2.1%
FCNTX FIDELITY CONTRAFUND 0.4%
Value ($000) $4,325 Shares 42,840 Est. Cost $86.99 Unrealized
HUBBELL INC CL B 0.4%
Value ($000) $4,265 Shares 38,904 Est. Cost $99.00 Unrealized
PLUM CREEK TIMBER CO INC 0.4%
Value ($000) $4,098 Shares 94,325 Est. Cost $46.02 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $4,088 Shares 47,733 Est. Cost $48.67 Unrealized +39.5%
KMI KINDER MORGAN INC 0.4%
Value ($000) $4,076 Shares 96,914 Est. Cost $21.45 Unrealized +11.3%
MCK MCKESSON CORP 0.4%
Value ($000) $4,043 Shares 17,875 Est. Cost $171.92 Unrealized +18.8%
PVH PVH CORP 0.4%
Value ($000) $3,994 Shares 37,485 Est. Cost $112.68 Unrealized -5.4%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $3,983 Shares 66,051 Est. Cost $47.09 Unrealized -11.7%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $3,915 Shares 18 Est. Cost $173021.84 Unrealized +27.7%
ABT ABBOTT LABS 0.4%
Value ($000) $3,809 Shares 82,217 Est. Cost $29.05 Unrealized +28.8%
COP CONOCO PHILLIPS 0.4%
Value ($000) $3,732 Shares 59,943 Est. Cost $44.76 Unrealized +1.8%
ORCL ORACLE CORP 0.4%
Value ($000) $3,616 Shares 83,780 Est. Cost $27.58 Unrealized +33.6%
LAM RESEARCH CORP 0.4%
Value ($000) $3,515 Shares 50,040 Est. Cost $74.87 Unrealized
SU SUNCOR ENERGY INC 0.4%
Value ($000) $3,458 Shares 118,217 Est. Cost $19.72 Unrealized +2.7%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $3,346 Shares 42,833 Est. Cost $63.71 Unrealized +11.5%
MKL MARKEL CORP HOLDING CO 0.3%
Value ($000) $3,215 Shares 4,181 Est. Cost $523.59 Unrealized +38.1%
BUNGE LIMITED 0.3%
Value ($000) $3,177 Shares 38,579 Est. Cost $71.32 Unrealized
FBIOX FIDELITY SELECT BIOTECH FUND 0.3%
Value ($000) $3,158 Shares 12,302 Est. Cost $189.79 Unrealized
AME AMETEK INC 0.3%
Value ($000) $3,078 Shares 58,590 Est. Cost $41.48 Unrealized +14.6%
POWERSHARES QQQ TRUST UNIT SER 0.3%
Value ($000) $2,973 Shares 28,158 Est. Cost $78.12 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,887 Shares 71,004 Est. Cost $27.34 Unrealized +36.2%
V VISA INC 0.3%
Value ($000) $2,855 Shares 43,652 Est. Cost $56.09 Unrealized +9.3%
WMB WILLIAMS COS 0.3%
Value ($000) $2,716 Shares 53,696 Est. Cost $22.82 Unrealized +9.3%
CHICAGO BRIDGE & IRON CO NV 0.3%
Value ($000) $2,541 Shares 51,585 Est. Cost $60.77 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,528 Shares 32,169 Est. Cost $50.52 Unrealized -2.5%
FIDELITY INDEPENDNCE FD 0.3%
Value ($000) $2,481 Shares 60,464 Est. Cost $35.54 Unrealized
BIDU BAIDU INC SPON ADR 0.3%
Value ($000) $2,439 Shares 11,702 Est. Cost $226.26 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.2%
Value ($000) $2,400 Shares 49,213 Est. Cost $56.44 Unrealized
TENN VALLEY AU 3.955% PFD VAR 0.2%
Value ($000) $2,395 Shares 95,250 Est. Cost $24.97 Unrealized
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $2,336 Shares 34,100 Est. Cost $32.72 Unrealized -3.3%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $2,273 Shares 29,609 Est. Cost $41.83 Unrealized +23.8%
WMT WAL-MART STORES INC 0.2%
Value ($000) $2,164 Shares 26,309 Est. Cost $20.16 Unrealized +14.2%
ANADARKO PETROLEUM CORP 0.2%
Value ($000) $2,071 Shares 25,007 Est. Cost $93.02 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $2,037 Shares 25,455 Est. Cost $62.26 Unrealized +1.4%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $2,033 Shares 21,807 Est. Cost $47.34 Unrealized +35.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,002 Shares 16,921 Est. Cost $51.84 Unrealized +79.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,969 Shares 28,392 Est. Cost $44.60 Unrealized +20.4%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,969 Shares 26,237 Est. Cost $44.53 Unrealized +53.3%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,890 Shares 46,956 Est. Cost $22.78 Unrealized +30.6%
FSPHX FIDELITY SELECT HEALTH CARE 0.2%
Value ($000) $1,775 Shares 7,294 Est. Cost $224.50 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,763 Shares 16,457 Est. Cost $63.21 Unrealized +20.7%
USB U S BANCORP 0.2%
Value ($000) $1,762 Shares 40,340 Est. Cost $22.41 Unrealized +32.9%
FLS FLOWSERVE CORP 0.2%
Value ($000) $1,759 Shares 31,130 Est. Cost $46.83 Unrealized +0.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,722 Shares 22,082 Est. Cost $58.10 Unrealized 0.0%
DE DEERE & CO 0.2%
Value ($000) $1,682 Shares 19,180 Est. Cost $68.07 Unrealized +7.2%
GENL AMERICAN INVESTORS INC 0.2%
Value ($000) $1,657 Shares 47,364 Est. Cost $33.09 Unrealized
FCVSX FIDELITY CONVERTIBLE SECS 0.2%
Value ($000) $1,649 Shares 50,629 Est. Cost $29.18 Unrealized
PRAXAIR INC 0.2%
Value ($000) $1,634 Shares 13,534 Est. Cost $115.76 Unrealized
MCGRAW HILL COS 0.2%
Value ($000) $1,586 Shares 15,340 Est. Cost $53.17 Unrealized
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $1,580 Shares 22,879 Est. Cost $46.71 Unrealized +4.4%
FIREEYE INC 0.2%
Value ($000) $1,507 Shares 38,400 Est. Cost $39.24 Unrealized
CSX CSX CORP 0.2%
Value ($000) $1,503 Shares 45,390 Est. Cost $8.06 Unrealized +20.4%
GM GENERAL MOTORS CO 0.2%
Value ($000) $1,449 Shares 38,660 Est. Cost $26.28 Unrealized +7.1%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,449 Shares 52,632 Est. Cost $15.24 Unrealized +31.9%
DOW CHEMICAL CO 0.1%
Value ($000) $1,418 Shares 29,555 Est. Cost $32.17 Unrealized
GNC HOLDINGS INC CLASS A 0.1%
Value ($000) $1,387 Shares 28,265 Est. Cost $58.45 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,379 Shares 16,800 Est. Cost $47.18 Unrealized +18.7%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $1,363 Shares 14,035 Est. Cost $49.85 Unrealized +49.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,352 Shares 27,030 Est. Cost $16.28 Unrealized +60.9%
WALGREENS BOOTS ALLIANCE INC C 0.1%
Value ($000) $1,346 Shares 15,899 Est. Cost $76.23 Unrealized
CVE CENOVUS ENERGY INC 0.1%
Value ($000) $1,339 Shares 79,370 Est. Cost $22.40 Unrealized -33.5%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1,278 Shares 22,350 Est. Cost $25.31 Unrealized +64.9%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,245 Shares 18,619 Est. Cost $48.29 Unrealized +15.6%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,222 Shares 16,212 Est. Cost $49.85 Unrealized -5.6%
SO SOUTHERN CO 0.1%
Value ($000) $1,185 Shares 26,750 Est. Cost $26.97 Unrealized +11.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,136 Shares 7,775 Est. Cost $22.39 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value ($000) $1,077 Shares 22,644 Est. Cost $32.41 Unrealized +10.9%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,069 Shares 17,924 Est. Cost $63.80 Unrealized
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $1,064 Shares 19,942 Est. Cost $57.50 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,063 Shares 15,646 Est. Cost $46.59 Unrealized +12.8%
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $1,056 Shares 16,660 Est. Cost $53.26 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,020 Shares 5,426 Est. Cost $120.06 Unrealized +24.8%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $989 Shares 10,032 Est. Cost $94.09 Unrealized
BXMT BLACKSTONE MTG TR INC CL A 0.1%
Value ($000) $979 Shares 34,500 Est. Cost $28.72 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $974 Shares 22,718 Est. Cost $40.27 Unrealized +6.7%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $961 Shares 8,179 Est. Cost $72.60 Unrealized +43.8%
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $956 Shares 18,500 Est. Cost $50.45 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $949 Shares 10,358 Est. Cost $64.17 Unrealized +3.2%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $939 Shares 32,900 Est. Cost $26.53 Unrealized +3.7%
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $908 Shares 30,000 Est. Cost $29.97 Unrealized
CERNER CORP 0.1%
Value ($000) $886 Shares 12,100 Est. Cost $48.02 Unrealized
HEWLETT-PACKARD CO 0.1%
Value ($000) $885 Shares 28,421 Est. Cost $31.40 Unrealized
RTI INTERNATIONAL METALS 0.1%
Value ($000) $858 Shares 23,900 Est. Cost $27.70 Unrealized
XLY CONS DISC SELECT SECTOR SPDR 0.1%
Value ($000) $823 Shares 10,920 Est. Cost $63.74 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $821 Shares 22,702 Est. Cost $35.62 Unrealized
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $793 Shares 26,378 Est. Cost $44.96 Unrealized
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $775 Shares 5,442 Est. Cost $15.78 Unrealized +42.1%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $771 Shares 50,088 Est. Cost $11.31 Unrealized +12.8%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $752 Shares 12,000 Est. Cost $62.67 Unrealized
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $751 Shares 20,004 Est. Cost $33.53 Unrealized
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $744 Shares 9,544 Est. Cost $65.52 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $725 Shares 13,000 Est. Cost $63.98 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $714 Shares 9,260 Est. Cost $28.19 Unrealized +7.0%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $701 Shares 9,000 Est. Cost $31.42 Unrealized +44.2%
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $698 Shares 16,850 Est. Cost $42.13 Unrealized
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $696 Shares 17,382 Est. Cost $34.29 Unrealized
NEM NEWMONT MINING CORP 0.1%
Value ($000) $682 Shares 31,400 Est. Cost $23.00 Unrealized -20.6%
GWW GRAINGER W W INC 0.1%
Value ($000) $681 Shares 2,889 Est. Cost $202.69 Unrealized -1.3%
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $672 Shares 13,148 Est. Cost $45.77 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $661 Shares 12,829 Est. Cost $36.67 Unrealized +3.5%
OUTFRONT MEDIA INC 0.1%
Value ($000) $658 Shares 22,000 Est. Cost $29.91 Unrealized
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $641 Shares 19,743 Est. Cost $26.44 Unrealized
KNIGHT TRANSPORTATION 0.1%
Value ($000) $641 Shares 19,868 Est. Cost $16.82 Unrealized
JOHNSON CTLS INC 0.1%
Value ($000) $625 Shares 12,390 Est. Cost $36.10 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $618 Shares 8,050 Est. Cost $54.49 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $616 Shares 13,001 Est. Cost $25.63 Unrealized +35.0%
INGERSOLL-RAND PLC 0.1%
Value ($000) $599 Shares 8,800 Est. Cost $55.52 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $598 Shares 10,564 Est. Cost $31.98 Unrealized +14.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $580 Shares 4,999 Est. Cost $67.72 Unrealized +34.0%
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $557 Shares 13,638 Est. Cost $39.68 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.1%
Value ($000) $548 Shares 28,937 Est. Cost $26.83 Unrealized -34.3%
PPL PPL CORP 0.1%
Value ($000) $538 Shares 15,984 Est. Cost $16.47 Unrealized +19.7%
META FACEBOOK INC CL A 0.1%
Value ($000) $527 Shares 6,410 Est. Cost $72.91 Unrealized +6.7%
HESS CORP 0.1%
Value ($000) $500 Shares 7,360 Est. Cost $66.53 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $495 Shares 10,582 Est. Cost $40.73 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $495 Shares 5,482 Est. Cost $53.32 Unrealized +19.4%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $492 Shares 6,075 Est. Cost $47.69 Unrealized +14.4%
TWENTY FIRST CENTURY FOX CL B 0.1%
Value ($000) $484 Shares 14,725 Est. Cost $34.14 Unrealized
COMCAST CORP CL A SPECIAL 0.1%
Value ($000) $482 Shares 8,600 Est. Cost $39.65 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $460 Shares 8,176 Est. Cost $28.51 Unrealized +41.5%
ROCKWELL COLLINS INC 0.0%
Value ($000) $444 Shares 4,600 Est. Cost $63.48 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $438 Shares 12,136 Est. Cost $23.39 Unrealized +21.1%
SNA SNAP-ON INC 0.0%
Value ($000) $419 Shares 2,850 Est. Cost $66.83 Unrealized +63.8%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $418 Shares 4,082 Est. Cost $27.55 Unrealized +24.8%
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $416 Shares 7,393 Est. Cost $41.81 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $403 Shares 26,520 Est. Cost $14.91 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $403 Shares 8,350 Est. Cost $20.18 Unrealized +15.5%
BB&T CORP PREFERRED D 5.850% 1 0.0%
Value ($000) $403 Shares 15,800 Est. Cost $21.44 Unrealized
HUBBELL INC CL A 0.0%
Value ($000) $402 Shares 3,800 Est. Cost $90.13 Unrealized
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $401 Shares 1,928 Est. Cost $166.04 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $390 Shares 32,199 Est. Cost $22.65 Unrealized
HCP INC 0.0%
Value ($000) $377 Shares 8,732 Est. Cost $43.21 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $376 Shares 5,432 Est. Cost $40.90 Unrealized +16.1%
FMILX FIDELITY NEW MILLENNIUM FUND 0.0%
Value ($000) $369 Shares 9,387 Est. Cost $39.13 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $355 Shares 4,400 Est. Cost $38.29 Unrealized +30.1%
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $354 Shares 14,000 Est. Cost $20.57 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $348 Shares 6,198 Est. Cost $31.43 Unrealized +48.5%
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $345 Shares 10,197 Est. Cost $33.29 Unrealized
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $341 Shares 3,780 Est. Cost $83.32 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $340 Shares 3,906 Est. Cost $55.71 Unrealized
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $339 Shares 14,567 Est. Cost $23.13 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $338 Shares 2,950 Est. Cost $94.43 Unrealized +2.9%
DIRECTV 0.0%
Value ($000) $338 Shares 3,970 Est. Cost $65.80 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $338 Shares 8,128 Est. Cost $37.20 Unrealized -0.5%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $338 Shares 2,233 Est. Cost $70.09 Unrealized +51.0%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $335 Shares 16,660 Est. Cost $19.05 Unrealized
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $335 Shares 13,500 Est. Cost $24.02 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $330 Shares 10,771 Est. Cost $27.64 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $327 Shares 2,600 Est. Cost $110.41 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $327 Shares 2,043 Est. Cost $77.41 Unrealized +48.6%
TRANSCANADA CORP 0.0%
Value ($000) $321 Shares 7,500 Est. Cost $47.73 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $318 Shares 10,557 Est. Cost $31.50 Unrealized
BARD C R INC 0.0%
Value ($000) $318 Shares 1,900 Est. Cost $117.60 Unrealized
WISCONSIN ENERGY CORP 0.0%
Value ($000) $312 Shares 6,300 Est. Cost $40.95 Unrealized
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $310 Shares 7,500 Est. Cost $55.47 Unrealized
ROP ROPER INDS INC NEW 0.0%
Value ($000) $308 Shares 1,790 Est. Cost $114.17 Unrealized +32.8%
STT STATE STREET CORP 0.0%
Value ($000) $305 Shares 4,150 Est. Cost $45.00 Unrealized +22.6%
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $299 Shares 11,082 Est. Cost $27.52 Unrealized
BLACKSTONE GROUP LP 0.0%
Value ($000) $294 Shares 7,541 Est. Cost $32.98 Unrealized
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $292 Shares 11,500 Est. Cost $24.67 Unrealized
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $290 Shares 22,172 Est. Cost $13.26 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $282 Shares 16,146 Est. Cost $17.09 Unrealized
CYTEC INDUSTRIES INC 0.0%
Value ($000) $281 Shares 5,196 Est. Cost $64.28 Unrealized
VFC V F CORP 0.0%
Value ($000) $280 Shares 3,715 Est. Cost $59.82 Unrealized +15.7%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $274 Shares 10,850 Est. Cost $21.94 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $269 Shares 2,700 Est. Cost $88.61 Unrealized +12.8%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $263 Shares 5,644 Est. Cost $40.39 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $259 Shares 4,831 Est. Cost $50.83 Unrealized
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $255 Shares 10,000 Est. Cost $24.00 Unrealized
MONSANTO (NEW) 0.0%
Value ($000) $250 Shares 2,220 Est. Cost $104.48 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $250 Shares 4,065 Est. Cost $16.55 Unrealized +15.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $245 Shares 1,120 Est. Cost $111.57 Unrealized +18.0%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $234 Shares 4,694 Est. Cost $48.36 Unrealized
L LOEWS CORP 0.0%
Value ($000) $232 Shares 5,670 Est. Cost $42.08 Unrealized -8.7%
PALL CORP 0.0%
Value ($000) $230 Shares 2,293 Est. Cost $101.18 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $229 Shares 8,786 Est. Cost $34.56 Unrealized
DOX AMDOCS LTD ORD 0.0%
Value ($000) $228 Shares 4,200 Est. Cost $38.27 Unrealized +8.0%
BNY MELLON FDS TR INTL APPC FD 0.0%
Value ($000) $227 Shares 17,109 Est. Cost $12.02 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $227 Shares 2,660 Est. Cost $31.83 Unrealized +13.3%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $225 Shares 3,080 Est. Cost $63.00 Unrealized -11.5%
APACHE CORP 0.0%
Value ($000) $225 Shares 3,725 Est. Cost $85.05 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $221 Shares 1,891 Est. Cost $107.59 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $216 Shares 4,100 Est. Cost $54.91 Unrealized -15.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $214 Shares 2,740 Est. Cost $50.26 Unrealized +5.5%
D DOMINION RES INC VA 0.0%
Value ($000) $213 Shares 3,006 Est. Cost $34.53 Unrealized +34.9%
RAYTHEON CO 0.0%
Value ($000) $208 Shares 1,900 Est. Cost $108.42 Unrealized
BNY MELLON FDS TR SML MDCAP FD 0.0%
Value ($000) $208 Shares 15,608 Est. Cost $14.45 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $208 Shares 561 Est. Cost $17.58 Unrealized 0.0%
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $204 Shares 8,000 Est. Cost $24.90 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $203 Shares 1,637 Est. Cost $95.76 Unrealized +24.6%
SJM J M SMUCKER CO 0.0%
Value ($000) $201 Shares 1,738 Est. Cost $79.42 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $200 Shares 1,850 Est. Cost $78.95 Unrealized +6.4%
ORI OLD REP INTL CORP 0.0%
Value ($000) $178 Shares 11,945 Est. Cost $6.75 Unrealized 0.0%
CCJ CAMECO CORP 0.0%
Value ($000) $171 Shares 12,300 Est. Cost $17.58 Unrealized -24.0%
ENCANA CORP 0.0%
Value ($000) $144 Shares 12,950 Est. Cost $16.94 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $121 Shares 10,300 Est. Cost $11.18 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $119 Shares 12,748 Est. Cost $9.10 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $106 Shares 18,200 Est. Cost $8.96 Unrealized
CANADIAN OIL SANDS LTD 0.0%
Value ($000) $86 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) $40 Shares 10,829 Est. Cost $17.60 Unrealized
HANSEN MEDICAL INC 0.0%
Value ($000) $17 Shares 20,000 Est. Cost $1.45 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