NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 17, 2015

Total Value ($000): $912,525 (100.0% shares, 0.0% debt)

Holdings (270)

XOM EXXON MOBIL CORP 6.5%
Value ($000) $59,543 Shares 715,667 Est. Cost $53.69 Unrealized +1.1%
AAPL APPLE INC 4.6%
Value ($000) $42,101 Shares 335,664 Est. Cost $18.11 Unrealized +57.6%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $30,115 Shares 308,999 Est. Cost $60.93 Unrealized +22.3%
WFC WELLS FARGO 2.1%
Value ($000) $19,375 Shares 344,504 Est. Cost $27.44 Unrealized +50.8%
MRK MERCK & COMPANY 2.0%
Value ($000) $18,233 Shares 320,269 Est. Cost $30.35 Unrealized +32.5%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $17,594 Shares 135,586 Est. Cost $79.88 Unrealized +58.1%
GILD GILEAD SCIENCES INC 1.8%
Value ($000) $16,771 Shares 143,244 Est. Cost $41.30 Unrealized +84.0%
BP BP P L C 1.8%
Value ($000) $16,539 Shares 413,893 Est. Cost $42.08 Unrealized
GENERAL ELECTRIC CO 1.8%
Value ($000) $16,444 Shares 618,899 Est. Cost $23.19 Unrealized
DIS DISNEY (WALT) CO 1.6%
Value ($000) $14,806 Shares 129,717 Est. Cost $56.76 Unrealized +76.2%
BA BOEING CO 1.5%
Value ($000) $14,137 Shares 101,908 Est. Cost $115.70 Unrealized +11.4%
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $14,110 Shares 143,930 Est. Cost $14.15 Unrealized +36.3%
IBM INTL BUSINESS MACHINES 1.5%
Value ($000) $13,865 Shares 85,240 Est. Cost $118.20 Unrealized -12.9%
ABBV ABBVIE INC 1.4%
Value ($000) $12,933 Shares 192,493 Est. Cost $33.74 Unrealized +25.4%
INTC INTEL CORP 1.4%
Value ($000) $12,554 Shares 412,754 Est. Cost $17.18 Unrealized +46.1%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $12,468 Shares 144,647 Est. Cost $53.87 Unrealized +24.0%
NSC NORFOLK SOUTHERN CORP 1.4%
Value ($000) $12,413 Shares 142,095 Est. Cost $58.76 Unrealized +31.8%
PRECISION CASTPARTS CORP 1.4%
Value ($000) $12,373 Shares 61,905 Est. Cost $229.23 Unrealized
DUPONT E I DE NEMOURS CO 1.3%
Value ($000) $12,041 Shares 188,290 Est. Cost $52.50 Unrealized
NXPI NXP SEMICONDUCTORS NV 1.2%
Value ($000) $11,127 Shares 113,310 Est. Cost $85.41 Unrealized +6.7%
PRGO PERRIGO CO PLC 1.2%
Value ($000) $10,871 Shares 58,815 Est. Cost $156.62 Unrealized +21.7%
EXPRESS SCRIPTS HOLDING COMPAN 1.2%
Value ($000) $10,540 Shares 118,511 Est. Cost $61.74 Unrealized
CELGENE CORP 1.1%
Value ($000) $10,480 Shares 90,556 Est. Cost $106.98 Unrealized
CVX CHEVRON CORP 1.1%
Value ($000) $10,082 Shares 104,509 Est. Cost $71.61 Unrealized -7.2%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $9,185 Shares 117,394 Est. Cost $55.16 Unrealized +8.7%
EMR EMERSON ELECTRIC CO 1.0%
Value ($000) $8,764 Shares 158,110 Est. Cost $45.67 Unrealized -3.2%
JPM J P MORGAN CHASE & CO 0.9%
Value ($000) $8,594 Shares 126,835 Est. Cost $36.43 Unrealized +34.9%
WAB WABTEC CORP 0.9%
Value ($000) $8,451 Shares 89,674 Est. Cost $50.77 Unrealized +82.1%
EPD ENTERPRISE PRODS PARTNERS 0.9%
Value ($000) $8,305 Shares 277,851 Est. Cost $50.43 Unrealized
GOOGLE INC CL C 0.9%
Value ($000) $7,886 Shares 15,150 Est. Cost $573.62 Unrealized
SPY S&P 500 DEPOSITORY RECEIPTS 0.9%
Value ($000) $7,798 Shares 37,882 Est. Cost $162.13 Unrealized
GOOGLE INC CL A 0.9%
Value ($000) $7,758 Shares 14,365 Est. Cost $872.66 Unrealized
UNP UNION PACIFIC CORP 0.8%
Value ($000) $7,703 Shares 80,772 Est. Cost $65.88 Unrealized +24.4%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $7,460 Shares 112,104 Est. Cost $30.61 Unrealized +50.3%
PEP PEPSICO INC 0.8%
Value ($000) $7,305 Shares 78,261 Est. Cost $56.00 Unrealized +23.8%
UPS UNITED PARCEL SERVICE CLASS B 0.8%
Value ($000) $7,204 Shares 74,339 Est. Cost $55.38 Unrealized +22.3%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $7,188 Shares 19,479 Est. Cost $173.89 Unrealized
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $7,149 Shares 64,450 Est. Cost $93.34 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.8%
Value ($000) $7,135 Shares 430,882 Est. Cost $6.08 Unrealized +7.8%
MCD MCDONALDS CORP 0.8%
Value ($000) $7,071 Shares 74,384 Est. Cost $72.62 Unrealized +2.1%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $7,031 Shares 25,736 Est. Cost $213.14 Unrealized
CHUBB CORP 0.8%
Value ($000) $7,001 Shares 73,588 Est. Cost $84.99 Unrealized
LINEAR TECHNOLOGY CORP 0.7%
Value ($000) $6,527 Shares 147,556 Est. Cost $47.00 Unrealized
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $6,425 Shares 88,954 Est. Cost $66.03 Unrealized
NKE NIKE INC 0.7%
Value ($000) $6,361 Shares 58,891 Est. Cost $27.70 Unrealized +61.7%
PFE PFIZER INC 0.7%
Value ($000) $6,321 Shares 188,525 Est. Cost $16.54 Unrealized +25.6%
JACOBS ENGINEERING GROUP 0.7%
Value ($000) $6,283 Shares 154,688 Est. Cost $55.13 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.7%
Value ($000) $6,036 Shares 68,610 Est. Cost $50.76 Unrealized +36.4%
BKU BANKUNITED INC 0.7%
Value ($000) $5,956 Shares 165,752 Est. Cost $23.16 Unrealized +7.3%
PIEDMONT NATURAL GAS 0.6%
Value ($000) $5,750 Shares 162,849 Est. Cost $33.74 Unrealized
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $5,728 Shares 56,183 Est. Cost $56.24 Unrealized +32.9%
T AT&T INC (NEW) 0.6%
Value ($000) $5,536 Shares 155,867 Est. Cost $11.41 Unrealized +7.0%
FDX FEDEX CORP 0.6%
Value ($000) $5,384 Shares 31,598 Est. Cost $82.62 Unrealized +79.6%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.6%
Value ($000) $5,219 Shares 38,340 Est. Cost $115.36 Unrealized +23.6%
HTLD HEARTLAND EXPRESS 0.6%
Value ($000) $5,217 Shares 257,868 Est. Cost $13.77 Unrealized +55.8%
WHITEWAVE FOODS CO CL A 0.6%
Value ($000) $5,204 Shares 106,464 Est. Cost $35.35 Unrealized
HD HOME DEPOT 0.6%
Value ($000) $5,156 Shares 46,394 Est. Cost $58.26 Unrealized +49.5%
BB&T CORPORATION 0.6%
Value ($000) $5,046 Shares 125,170 Est. Cost $33.80 Unrealized
MMM 3M COMPANY 0.5%
Value ($000) $5,017 Shares 32,518 Est. Cost $61.26 Unrealized +54.8%
HSIC SCHEIN HENRY INC 0.5%
Value ($000) $4,998 Shares 35,170 Est. Cost $43.56 Unrealized +27.0%
EMC CORP 0.5%
Value ($000) $4,974 Shares 188,476 Est. Cost $23.66 Unrealized
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $4,911 Shares 36,361 Est. Cost $94.79 Unrealized +26.8%
ALLERGAN PLC SHS 0.5%
Value ($000) $4,805 Shares 15,833 Est. Cost $303.48 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $4,722 Shares 55,173 Est. Cost $25.01 Unrealized +39.4%
FCNTX FIDELITY CONTRAFUND 0.5%
Value ($000) $4,673 Shares 45,824 Est. Cost $87.97 Unrealized
KO COCA-COLA CO 0.5%
Value ($000) $4,462 Shares 113,738 Est. Cost $27.88 Unrealized +4.1%
LAM RESEARCH CORP 0.5%
Value ($000) $4,329 Shares 53,215 Est. Cost $75.25 Unrealized
GLW CORNING INC 0.5%
Value ($000) $4,326 Shares 219,268 Est. Cost $10.49 Unrealized +53.7%
PVH PVH CORP 0.5%
Value ($000) $4,257 Shares 36,957 Est. Cost $112.68 Unrealized -5.2%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,208 Shares 90,283 Est. Cost $27.04 Unrealized +4.8%
HUBBELL INC CL B 0.5%
Value ($000) $4,138 Shares 38,219 Est. Cost $99.00 Unrealized
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $4,134 Shares 91,034 Est. Cost $36.21 Unrealized -7.1%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $3,929 Shares 66,051 Est. Cost $47.09 Unrealized -6.1%
MCK MCKESSON CORP 0.4%
Value ($000) $3,913 Shares 17,406 Est. Cost $171.92 Unrealized +24.0%
ABT ABBOTT LABS 0.4%
Value ($000) $3,827 Shares 77,958 Est. Cost $29.05 Unrealized +35.4%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $3,687 Shares 18 Est. Cost $173021.84 Unrealized +24.0%
COP CONOCO PHILLIPS 0.4%
Value ($000) $3,624 Shares 59,015 Est. Cost $44.76 Unrealized +3.6%
FBIOX FIDELITY SELECT BIOTECH FUND 0.4%
Value ($000) $3,572 Shares 13,167 Est. Cost $195.14 Unrealized
KMI KINDER MORGAN INC 0.4%
Value ($000) $3,519 Shares 91,645 Est. Cost $21.45 Unrealized +13.4%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,495 Shares 43,558 Est. Cost $48.67 Unrealized +38.9%
BUNGE LIMITED 0.4%
Value ($000) $3,366 Shares 38,341 Est. Cost $71.32 Unrealized
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,283 Shares 4,100 Est. Cost $523.59 Unrealized +48.5%
FIREEYE INC 0.3%
Value ($000) $3,180 Shares 65,025 Est. Cost $43.20 Unrealized
AME AMETEK INC 0.3%
Value ($000) $3,132 Shares 57,170 Est. Cost $41.48 Unrealized +20.3%
POWERSHARES QQQ TRUST UNIT SER 0.3%
Value ($000) $3,123 Shares 29,174 Est. Cost $79.13 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $3,090 Shares 39,758 Est. Cost $63.71 Unrealized +6.8%
WMB WILLIAMS COS 0.3%
Value ($000) $3,083 Shares 53,718 Est. Cost $22.82 Unrealized +23.0%
ORCL ORACLE CORP 0.3%
Value ($000) $3,046 Shares 75,580 Est. Cost $27.58 Unrealized +34.1%
MSFT MICROSOFT CORP 0.3%
Value ($000) $3,019 Shares 68,379 Est. Cost $27.34 Unrealized +43.7%
V VISA INC 0.3%
Value ($000) $2,951 Shares 43,952 Est. Cost $56.09 Unrealized +12.2%
ROYAL DUTCH SHELL PLC SPON ADR 0.3%
Value ($000) $2,734 Shares 47,675 Est. Cost $58.69 Unrealized
BLACKSTONE GROUP LP 0.3%
Value ($000) $2,710 Shares 66,295 Est. Cost $39.98 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,577 Shares 31,989 Est. Cost $50.52 Unrealized +6.3%
CHICAGO BRIDGE & IRON CO NV 0.3%
Value ($000) $2,564 Shares 51,255 Est. Cost $60.77 Unrealized
FIDELITY INDEPENDNCE FD 0.3%
Value ($000) $2,497 Shares 61,658 Est. Cost $35.63 Unrealized
BAX BAXTER INTERNATIONAL 0.3%
Value ($000) $2,384 Shares 34,100 Est. Cost $32.72 Unrealized -3.8%
BXMT BLACKSTONE MTG TR INC CL A 0.3%
Value ($000) $2,353 Shares 84,600 Est. Cost $28.18 Unrealized
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $2,267 Shares 32,102 Est. Cost $42.36 Unrealized +15.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $2,130 Shares 25,115 Est. Cost $62.26 Unrealized +5.8%
FSPHX FIDELITY SELECT HEALTH CARE 0.2%
Value ($000) $1,969 Shares 8,311 Est. Cost $226.02 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,967 Shares 46,862 Est. Cost $22.78 Unrealized +43.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,949 Shares 15,973 Est. Cost $51.84 Unrealized +92.1%
ANADARKO PETROLEUM CORP 0.2%
Value ($000) $1,857 Shares 23,787 Est. Cost $93.02 Unrealized
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,854 Shares 26,237 Est. Cost $44.53 Unrealized +46.9%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,835 Shares 28,061 Est. Cost $44.60 Unrealized +18.8%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $1,810 Shares 23,029 Est. Cost $46.71 Unrealized +15.6%
DE DEERE & CO 0.2%
Value ($000) $1,809 Shares 18,633 Est. Cost $68.07 Unrealized +10.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,778 Shares 10,175 Est. Cost $23.40 Unrealized +14.1%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $1,776 Shares 64,527 Est. Cost $19.72 Unrealized +5.1%
USB U S BANCORP 0.2%
Value ($000) $1,751 Shares 40,340 Est. Cost $22.41 Unrealized +33.4%
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,749 Shares 24,659 Est. Cost $20.16 Unrealized +3.5%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,730 Shares 16,322 Est. Cost $63.21 Unrealized +20.0%
PAA PLAINS ALL AMER PIPELINE LP 0.2%
Value ($000) $1,659 Shares 38,077 Est. Cost $56.44 Unrealized
FLS FLOWSERVE CORP 0.2%
Value ($000) $1,639 Shares 31,130 Est. Cost $46.83 Unrealized -3.5%
PRAXAIR INC 0.2%
Value ($000) $1,618 Shares 13,534 Est. Cost $115.76 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,552 Shares 20,954 Est. Cost $58.10 Unrealized +1.2%
MCGRAW HILL COS 0.2%
Value ($000) $1,488 Shares 14,809 Est. Cost $53.17 Unrealized
DOW CHEMICAL CO 0.2%
Value ($000) $1,466 Shares 28,655 Est. Cost $32.17 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,451 Shares 52,832 Est. Cost $15.24 Unrealized +35.4%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,438 Shares 15,037 Est. Cost $47.34 Unrealized +43.0%
PLUM CREEK TIMBER CO INC 0.2%
Value ($000) $1,380 Shares 34,028 Est. Cost $46.02 Unrealized
FCVSX FIDELITY CONVERTIBLE SECS 0.2%
Value ($000) $1,378 Shares 43,969 Est. Cost $29.18 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,349 Shares 16,525 Est. Cost $47.18 Unrealized +25.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,313 Shares 26,830 Est. Cost $16.28 Unrealized +55.2%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,296 Shares 16,162 Est. Cost $49.85 Unrealized -3.1%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $1,265 Shares 13,785 Est. Cost $49.85 Unrealized +48.4%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,223 Shares 21,449 Est. Cost $62.69 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1,152 Shares 22,350 Est. Cost $25.31 Unrealized +63.0%
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,126 Shares 32,334 Est. Cost $33.09 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,121 Shares 26,750 Est. Cost $26.97 Unrealized +3.0%
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $1,077 Shares 19,677 Est. Cost $57.50 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,075 Shares 18,621 Est. Cost $48.29 Unrealized +6.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,071 Shares 12,689 Est. Cost $76.23 Unrealized
GNC HOLDINGS INC CLASS A 0.1%
Value ($000) $1,008 Shares 22,665 Est. Cost $58.45 Unrealized
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $987 Shares 10,032 Est. Cost $94.09 Unrealized
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $984 Shares 18,500 Est. Cost $50.45 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $980 Shares 22,244 Est. Cost $32.41 Unrealized +14.9%
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $973 Shares 15,160 Est. Cost $53.26 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $972 Shares 14,406 Est. Cost $46.59 Unrealized +18.3%
MONMOUTH REAL ESTATE INVT CORP 0.1%
Value ($000) $972 Shares 100,000 Est. Cost $9.72 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $966 Shares 22,718 Est. Cost $40.27 Unrealized +11.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $958 Shares 4,590 Est. Cost $120.06 Unrealized +37.1%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $929 Shares 32,225 Est. Cost $26.53 Unrealized +8.1%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $907 Shares 10,358 Est. Cost $64.17 Unrealized +5.7%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $893 Shares 8,179 Est. Cost $72.60 Unrealized +39.8%
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $860 Shares 30,000 Est. Cost $29.97 Unrealized
HEWLETT-PACKARD CO 0.1%
Value ($000) $853 Shares 28,421 Est. Cost $31.40 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $852 Shares 50,090 Est. Cost $11.31 Unrealized +16.1%
CSX CSX CORP 0.1%
Value ($000) $796 Shares 24,390 Est. Cost $8.06 Unrealized +21.9%
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $794 Shares 15,223 Est. Cost $62.25 Unrealized
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $791 Shares 26,378 Est. Cost $44.96 Unrealized
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $775 Shares 5,442 Est. Cost $15.78 Unrealized +43.0%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $760 Shares 20,004 Est. Cost $33.53 Unrealized
NEM NEWMONT MINING CORP 0.1%
Value ($000) $729 Shares 31,200 Est. Cost $23.00 Unrealized -15.0%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $721 Shares 19,400 Est. Cost $34.59 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $714 Shares 21,902 Est. Cost $35.62 Unrealized
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $706 Shares 9,394 Est. Cost $65.52 Unrealized
CERNER CORP 0.1%
Value ($000) $698 Shares 10,100 Est. Cost $48.02 Unrealized
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $694 Shares 16,850 Est. Cost $42.13 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $692 Shares 12,530 Est. Cost $36.67 Unrealized +10.6%
GWW GRAINGER W W INC 0.1%
Value ($000) $683 Shares 2,889 Est. Cost $202.69 Unrealized +0.7%
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $681 Shares 12,995 Est. Cost $45.77 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $664 Shares 8,200 Est. Cost $28.19 Unrealized +12.8%
RTI INTERNATIONAL METALS 0.1%
Value ($000) $662 Shares 21,000 Est. Cost $27.70 Unrealized
XLY CONS DISC SELECT SECTOR SPDR 0.1%
Value ($000) $659 Shares 8,625 Est. Cost $63.74 Unrealized
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $642 Shares 19,743 Est. Cost $26.44 Unrealized
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $632 Shares 9,000 Est. Cost $31.42 Unrealized +37.9%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $627 Shares 13,001 Est. Cost $25.63 Unrealized +43.8%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $623 Shares 4,999 Est. Cost $67.72 Unrealized +44.4%
JOHNSON CTLS INC 0.1%
Value ($000) $614 Shares 12,390 Est. Cost $36.10 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $593 Shares 8,800 Est. Cost $55.52 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $577 Shares 10,364 Est. Cost $31.98 Unrealized +21.3%
CDK GLOBAL INC 0.1%
Value ($000) $565 Shares 10,474 Est. Cost $40.73 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $558 Shares 13,638 Est. Cost $39.68 Unrealized
OUTFRONT MEDIA INC 0.1%
Value ($000) $555 Shares 22,000 Est. Cost $29.91 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $550 Shares 6,410 Est. Cost $72.91 Unrealized +11.2%
CVE CENOVUS ENERGY INC 0.1%
Value ($000) $543 Shares 33,945 Est. Cost $22.40 Unrealized -36.5%
GM GENERAL MOTORS CO 0.1%
Value ($000) $542 Shares 16,264 Est. Cost $26.28 Unrealized +5.9%
KNIGHT TRANSPORTATION 0.1%
Value ($000) $531 Shares 19,868 Est. Cost $16.82 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.1%
Value ($000) $529 Shares 28,409 Est. Cost $26.83 Unrealized -31.1%
COMCAST CORP CL A SPECIAL 0.1%
Value ($000) $516 Shares 8,600 Est. Cost $39.65 Unrealized
HESS CORP 0.1%
Value ($000) $492 Shares 7,360 Est. Cost $66.53 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $482 Shares 11,736 Est. Cost $23.39 Unrealized +31.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $472 Shares 6,075 Est. Cost $47.69 Unrealized +15.6%
FIDELITY SPARTAN INTL IDEX FD 0.1%
Value ($000) $469 Shares 11,869 Est. Cost $39.51 Unrealized
PPL PPL CORP 0.1%
Value ($000) $464 Shares 15,738 Est. Cost $16.47 Unrealized +17.8%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $459 Shares 5,482 Est. Cost $53.32 Unrealized +22.9%
SNA SNAP-ON INC 0.0%
Value ($000) $454 Shares 2,850 Est. Cost $66.83 Unrealized +80.3%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $444 Shares 6,050 Est. Cost $54.49 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $433 Shares 8,176 Est. Cost $28.51 Unrealized +33.3%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $427 Shares 8,164 Est. Cost $32.08 Unrealized +14.1%
ROCKWELL COLLINS INC 0.0%
Value ($000) $425 Shares 4,600 Est. Cost $63.48 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $423 Shares 6,754 Est. Cost $45.06 Unrealized +11.7%
TWENTY FIRST CENTURY FOX CL B 0.0%
Value ($000) $412 Shares 12,775 Est. Cost $34.14 Unrealized
HUBBELL INC CL A 0.0%
Value ($000) $399 Shares 3,700 Est. Cost $90.13 Unrealized
BB&T CORP PREFERRED D 5.850% 1 0.0%
Value ($000) $393 Shares 15,800 Est. Cost $21.44 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $389 Shares 23,985 Est. Cost $14.91 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $372 Shares 6,770 Est. Cost $47.74 Unrealized 0.0%
FMILX FIDELITY NEW MILLENNIUM FUND 0.0%
Value ($000) $368 Shares 9,241 Est. Cost $39.13 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $367 Shares 5,232 Est. Cost $40.90 Unrealized +20.6%
IHF ISHARES DJ US HEALTH CAR PRO 0.0%
Value ($000) $360 Shares 2,520 Est. Cost $142.86 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $359 Shares 31,699 Est. Cost $22.65 Unrealized
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $341 Shares 10,092 Est. Cost $33.29 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $340 Shares 6,000 Est. Cost $31.43 Unrealized +53.0%
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $340 Shares 14,628 Est. Cost $23.13 Unrealized
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $334 Shares 7,193 Est. Cost $41.81 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $333 Shares 2,950 Est. Cost $94.43 Unrealized +8.3%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $332 Shares 3,906 Est. Cost $55.71 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $330 Shares 16,660 Est. Cost $19.05 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $329 Shares 11,147 Est. Cost $27.70 Unrealized
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $328 Shares 3,605 Est. Cost $83.32 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $328 Shares 4,400 Est. Cost $38.29 Unrealized +22.3%
BARD C R INC 0.0%
Value ($000) $324 Shares 1,900 Est. Cost $117.60 Unrealized
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $319 Shares 13,500 Est. Cost $24.02 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $319 Shares 4,150 Est. Cost $45.00 Unrealized +28.1%
OKE ONEOK INC 0.0%
Value ($000) $316 Shares 8,000 Est. Cost $20.18 Unrealized +13.5%
CYTEC INDUSTRIES INC 0.0%
Value ($000) $315 Shares 5,196 Est. Cost $64.28 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $314 Shares 2,043 Est. Cost $77.41 Unrealized +51.9%
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $314 Shares 13,000 Est. Cost $20.57 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $314 Shares 10,557 Est. Cost $31.50 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $313 Shares 8,128 Est. Cost $37.20 Unrealized +2.4%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $308 Shares 1,790 Est. Cost $114.17 Unrealized +42.2%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $305 Shares 2,233 Est. Cost $70.09 Unrealized +49.6%
TRANSCANADA CORP 0.0%
Value ($000) $305 Shares 7,500 Est. Cost $47.73 Unrealized
DIRECTV 0.0%
Value ($000) $298 Shares 3,210 Est. Cost $65.80 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $293 Shares 11,082 Est. Cost $27.52 Unrealized
MONSANTO (NEW) 0.0%
Value ($000) $287 Shares 2,695 Est. Cost $104.84 Unrealized
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $286 Shares 7,500 Est. Cost $55.47 Unrealized
PALL CORP 0.0%
Value ($000) $285 Shares 2,293 Est. Cost $101.18 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $283 Shares 6,300 Est. Cost $33.96 Unrealized 0.0%
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $282 Shares 16,201 Est. Cost $17.09 Unrealized
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $280 Shares 11,500 Est. Cost $24.67 Unrealized
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $278 Shares 22,172 Est. Cost $13.26 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $274 Shares 2,700 Est. Cost $88.61 Unrealized +16.3%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $272 Shares 4,065 Est. Cost $16.55 Unrealized +21.9%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $271 Shares 10,850 Est. Cost $21.94 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $266 Shares 5,644 Est. Cost $40.39 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $266 Shares 2,350 Est. Cost $110.41 Unrealized
HCP INC 0.0%
Value ($000) $263 Shares 7,200 Est. Cost $43.21 Unrealized
HCC INSURANCE HOLDINGS INC 0.0%
Value ($000) $262 Shares 3,410 Est. Cost $76.83 Unrealized
VFC V F CORP 0.0%
Value ($000) $259 Shares 3,715 Est. Cost $59.82 Unrealized +13.0%
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $258 Shares 4,831 Est. Cost $50.83 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $252 Shares 1,120 Est. Cost $111.57 Unrealized +25.6%
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $248 Shares 10,000 Est. Cost $24.00 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $243 Shares 561 Est. Cost $17.58 Unrealized +18.9%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $238 Shares 4,694 Est. Cost $48.36 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $233 Shares 8,786 Est. Cost $34.56 Unrealized
BNY MELLON FDS TR INTL APPC FD 0.0%
Value ($000) $228 Shares 17,109 Est. Cost $12.02 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $227 Shares 4,100 Est. Cost $54.91 Unrealized -6.8%
L LOEWS CORP 0.0%
Value ($000) $218 Shares 5,670 Est. Cost $42.08 Unrealized -8.1%
LLY LILLY ELI & CO 0.0%
Value ($000) $217 Shares 2,600 Est. Cost $63.20 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $215 Shares 2,660 Est. Cost $31.83 Unrealized +14.3%
BNY MELLON FDS TR SML MDCAP FD 0.0%
Value ($000) $215 Shares 15,608 Est. Cost $14.45 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $212 Shares 2,730 Est. Cost $63.00 Unrealized -9.7%
WAT WATERS CORP 0.0%
Value ($000) $210 Shares 1,637 Est. Cost $95.76 Unrealized +35.5%
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $208 Shares 1,787 Est. Cost $107.59 Unrealized
DOX AMDOCS LTD ORD 0.0%
Value ($000) $207 Shares 3,800 Est. Cost $38.27 Unrealized +18.1%
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $202 Shares 8,000 Est. Cost $24.90 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $187 Shares 11,945 Est. Cost $6.75 Unrealized +6.3%
ENCANA CORP 0.0%
Value ($000) $129 Shares 11,750 Est. Cost $16.94 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $119 Shares 10,391 Est. Cost $11.18 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $116 Shares 12,748 Est. Cost $9.10 Unrealized
CANADIAN OIL SANDS LTD 0.0%
Value ($000) $89 Shares 11,000 Est. Cost $19.38 Unrealized
BLACKROCK DEBT STRAT FD INC CO 0.0%
Value ($000) $82 Shares 22,521 Est. Cost $4.00 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $78 Shares 13,979 Est. Cost $14.89 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $63 Shares 18,200 Est. Cost $8.96 Unrealized
HANSEN MEDICAL INC 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $1.45 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $2 Shares 120,000 Est. Cost $0.03 Unrealized
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 22,350 Est. Cost Unrealized