NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 13, 2016

Total Value ($000): $834,900 (100.0% shares, 0.0% debt)

Holdings (265)

XOM EXXON MOBIL CORP 7.5%
Value ($000) $62,627 Shares 668,095 Est. Cost $53.69 Unrealized +7.8%
JNJ JOHNSON & JOHNSON 4.2%
Value ($000) $35,080 Shares 289,198 Est. Cost $60.93 Unrealized +42.9%
AAPL APPLE INC 3.5%
Value ($000) $29,202 Shares 305,464 Est. Cost $18.11 Unrealized +24.9%
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $19,091 Shares 129,205 Est. Cost $79.88 Unrealized +79.8%
MRK MERCK & COMPANY 2.1%
Value ($000) $17,607 Shares 305,619 Est. Cost $30.35 Unrealized +30.1%
GENERAL ELECTRIC CO 2.1%
Value ($000) $17,487 Shares 555,474 Est. Cost $23.19 Unrealized
NEE NEXTERA ENERGY INC 1.9%
Value ($000) $16,185 Shares 124,123 Est. Cost $14.15 Unrealized +66.0%
WFC WELLS FARGO 1.8%
Value ($000) $14,696 Shares 310,495 Est. Cost $27.44 Unrealized +35.7%
BP BP P L C 1.7%
Value ($000) $14,100 Shares 397,059 Est. Cost $42.08 Unrealized
DIS DISNEY (WALT) CO 1.5%
Value ($000) $12,936 Shares 132,245 Est. Cost $59.09 Unrealized +56.0%
IBM INTL BUSINESS MACHINES 1.4%
Value ($000) $11,597 Shares 76,404 Est. Cost $118.20 Unrealized -19.5%
ABBV ABBVIE INC 1.4%
Value ($000) $11,480 Shares 185,436 Est. Cost $34.63 Unrealized +18.3%
GOOGL ALPHABET CLASS A 1.4%
Value ($000) $11,396 Shares 16,198 Est. Cost $36.71 Unrealized -0.8%
INTC INTEL CORP 1.4%
Value ($000) $11,396 Shares 347,463 Est. Cost $17.18 Unrealized +46.2%
GOOG ALPHABET CLASS C 1.3%
Value ($000) $10,772 Shares 15,564 Est. Cost $35.61 Unrealized +0.1%
MSFT MICROSOFT CORP 1.3%
Value ($000) $10,686 Shares 208,831 Est. Cost $39.95 Unrealized +15.1%
DUPONT E I DE NEMOURS CO 1.3%
Value ($000) $10,684 Shares 164,873 Est. Cost $52.50 Unrealized
NSC NORFOLK SOUTHERN CORP 1.3%
Value ($000) $10,547 Shares 123,891 Est. Cost $58.76 Unrealized +18.6%
NXPI NXP SEMICONDUCTORS NV 1.2%
Value ($000) $10,337 Shares 131,955 Est. Cost $83.65 Unrealized -8.9%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $10,302 Shares 130,276 Est. Cost $53.97 Unrealized +7.9%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $10,182 Shares 120,263 Est. Cost $55.26 Unrealized +14.6%
BA BOEING CO 1.2%
Value ($000) $10,078 Shares 77,607 Est. Cost $115.95 Unrealized +2.2%
V VISA INC 1.2%
Value ($000) $9,617 Shares 129,663 Est. Cost $65.63 Unrealized +11.6%
CVX CHEVRON CORP 1.1%
Value ($000) $9,538 Shares 90,986 Est. Cost $71.61 Unrealized -6.8%
SPY S&P 500 DEPOSITORY RECEIPTS 1.1%
Value ($000) $9,376 Shares 44,761 Est. Cost $168.64 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $8,836 Shares 83,406 Est. Cost $57.17 Unrealized +34.8%
MCD MCDONALDS CORP 1.0%
Value ($000) $8,754 Shares 72,742 Est. Cost $72.62 Unrealized +36.5%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $8,629 Shares 103,443 Est. Cost $43.09 Unrealized +45.6%
CELGENE CORP 1.0%
Value ($000) $8,476 Shares 85,935 Est. Cost $107.02 Unrealized
HSIC SCHEIN HENRY INC 0.9%
Value ($000) $7,719 Shares 43,660 Est. Cost $47.39 Unrealized +42.6%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $7,629 Shares 103,725 Est. Cost $30.77 Unrealized +64.1%
WHITEWAVE FOODS CO CL A 0.9%
Value ($000) $7,338 Shares 156,319 Est. Cost $36.77 Unrealized
JPM J P MORGAN CHASE & CO 0.9%
Value ($000) $7,319 Shares 117,791 Est. Cost $36.43 Unrealized +32.7%
PFE PFIZER INC 0.9%
Value ($000) $7,314 Shares 207,726 Est. Cost $16.95 Unrealized +24.2%
JACOBS ENGINEERING GROUP 0.9%
Value ($000) $7,146 Shares 143,475 Est. Cost $54.58 Unrealized
T AT&T INC (NEW) 0.8%
Value ($000) $7,071 Shares 163,637 Est. Cost $11.62 Unrealized +30.0%
UPS UNITED PARCEL SERVICE CLASS B 0.8%
Value ($000) $7,016 Shares 65,130 Est. Cost $55.72 Unrealized +31.2%
HD HOME DEPOT 0.8%
Value ($000) $6,720 Shares 52,624 Est. Cost $62.47 Unrealized +68.0%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,712 Shares 24,655 Est. Cost $213.14 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.8%
Value ($000) $6,588 Shares 364,586 Est. Cost $6.08 Unrealized +16.8%
PIEDMONT NATURAL GAS 0.8%
Value ($000) $6,542 Shares 108,827 Est. Cost $33.74 Unrealized
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $6,488 Shares 41,316 Est. Cost $99.23 Unrealized +29.0%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $6,414 Shares 73,510 Est. Cost $66.11 Unrealized +3.2%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $6,403 Shares 122,760 Est. Cost $45.67 Unrealized -9.0%
NKE NIKE INC 0.8%
Value ($000) $6,354 Shares 115,105 Est. Cost $42.61 Unrealized +18.1%
HON HONEYWELL INTERNATIONAL 0.8%
Value ($000) $6,293 Shares 54,105 Est. Cost $56.24 Unrealized +49.7%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.7%
Value ($000) $6,216 Shares 24,155 Est. Cost $196.29 Unrealized
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $6,199 Shares 80,351 Est. Cost $66.03 Unrealized
BXMT BLACKSTONE MTG TR INC CL A 0.7%
Value ($000) $6,102 Shares 220,540 Est. Cost $27.59 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $6,006 Shares 58,574 Est. Cost $93.63 Unrealized
FCNTX FIDELITY CONTRAFUND 0.7%
Value ($000) $5,754 Shares 59,304 Est. Cost $90.29 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $5,712 Shares 102,287 Est. Cost $27.41 Unrealized +14.8%
WAB WABTEC CORP 0.7%
Value ($000) $5,669 Shares 80,721 Est. Cost $50.77 Unrealized +44.7%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $5,386 Shares 88,643 Est. Cost $63.65 Unrealized -13.2%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.6%
Value ($000) $5,325 Shares 36,780 Est. Cost $115.36 Unrealized +23.9%
MMM 3M COMPANY 0.6%
Value ($000) $5,113 Shares 29,193 Est. Cost $61.26 Unrealized +67.2%
DHR DANAHER CORP 0.6%
Value ($000) $5,015 Shares 49,652 Est. Cost $25.01 Unrealized +60.3%
ES EVERSOURCE ENERGY COM 0.6%
Value ($000) $4,984 Shares 83,208 Est. Cost $36.21 Unrealized +12.1%
LAM RESEARCH CORP 0.6%
Value ($000) $4,613 Shares 54,877 Est. Cost $75.38 Unrealized
EPD ENTERPRISE PRODS PARTNERS 0.5%
Value ($000) $4,499 Shares 153,745 Est. Cost $50.43 Unrealized
FDX FEDEX CORP 0.5%
Value ($000) $4,443 Shares 29,271 Est. Cost $85.08 Unrealized +63.6%
HUBB HUBBELL INC 0.5%
Value ($000) $4,267 Shares 40,461 Est. Cost $76.44 Unrealized +12.3%
KO COCA-COLA CO 0.5%
Value ($000) $4,122 Shares 90,933 Est. Cost $27.88 Unrealized +19.5%
BB&T CORPORATION 0.5%
Value ($000) $4,117 Shares 115,620 Est. Cost $33.80 Unrealized
WY WEYERHAEUSER CO 0.5%
Value ($000) $4,114 Shares 138,198 Est. Cost $19.60 Unrealized +7.7%
HTLD HEARTLAND EXPRESS 0.5%
Value ($000) $4,094 Shares 235,404 Est. Cost $13.77 Unrealized +29.3%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $4,001 Shares 43,558 Est. Cost $48.67 Unrealized +47.5%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.5%
Value ($000) $3,906 Shares 18 Est. Cost $173021.84 Unrealized +23.9%
BKU BANKUNITED INC 0.5%
Value ($000) $3,868 Shares 125,922 Est. Cost $23.16 Unrealized +7.1%
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,730 Shares 3,915 Est. Cost $523.59 Unrealized +77.9%
CRM SALESFORCE.COM INC 0.4%
Value ($000) $3,621 Shares 45,595 Est. Cost $75.13 Unrealized +3.2%
EMC CORP 0.4%
Value ($000) $3,615 Shares 133,045 Est. Cost $23.66 Unrealized
ALLERGAN PLC SHS 0.4%
Value ($000) $3,544 Shares 15,339 Est. Cost $301.78 Unrealized
GLW CORNING INC 0.4%
Value ($000) $3,505 Shares 171,110 Est. Cost $10.49 Unrealized +47.9%
CB CHUBB LIMITED COM 0.4%
Value ($000) $3,345 Shares 25,586 Est. Cost $96.06 Unrealized +7.8%
META FACEBOOK INC CL A 0.4%
Value ($000) $3,343 Shares 29,255 Est. Cost $100.76 Unrealized +13.6%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $3,219 Shares 50,504 Est. Cost $44.93 Unrealized +3.9%
XLY CONS DISC SELECT SECTOR SPDR 0.4%
Value ($000) $3,066 Shares 39,275 Est. Cost $75.85 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $3,049 Shares 83,500 Est. Cost $37.98 Unrealized +0.4%
ABT ABBOTT LABS 0.3%
Value ($000) $2,822 Shares 71,792 Est. Cost $29.05 Unrealized +14.8%
COP CONOCO PHILLIPS 0.3%
Value ($000) $2,697 Shares 61,865 Est. Cost $43.94 Unrealized -25.4%
AME AMETEK INC 0.3%
Value ($000) $2,582 Shares 55,860 Est. Cost $41.48 Unrealized +8.7%
POWERSHARES QQQ TRUST UNIT SER 0.3%
Value ($000) $2,554 Shares 23,746 Est. Cost $82.81 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,444 Shares 30,809 Est. Cost $50.52 Unrealized +12.2%
BUNGE LIMITED 0.3%
Value ($000) $2,310 Shares 39,060 Est. Cost $70.31 Unrealized
DUK DUKE ENERGY CORPORATION COM NE 0.3%
Value ($000) $2,295 Shares 26,749 Est. Cost $42.45 Unrealized +26.8%
VFIAX VANGUARD 500 INDEX FUND ADMIR 0.3%
Value ($000) $2,240 Shares 11,568 Est. Cost $193.64 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $2,233 Shares 16,240 Est. Cost $63.21 Unrealized +48.6%
EXPRESS SCRIPTS HOLDING COMPAN 0.3%
Value ($000) $2,228 Shares 29,399 Est. Cost $61.74 Unrealized
FIREEYE INC 0.3%
Value ($000) $2,208 Shares 134,059 Est. Cost $30.10 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,151 Shares 15,237 Est. Cost $51.84 Unrealized +120.2%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,144 Shares 59,151 Est. Cost $47.09 Unrealized -49.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,053 Shares 28,045 Est. Cost $44.80 Unrealized +27.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,858 Shares 24,514 Est. Cost $62.26 Unrealized -3.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,779 Shares 20,503 Est. Cost $58.10 Unrealized +9.3%
ROYAL DUTCH SHELL PLC SPON ADR 0.2%
Value ($000) $1,720 Shares 30,710 Est. Cost $56.63 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,707 Shares 24,755 Est. Cost $16.28 Unrealized +104.0%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,620 Shares 41,704 Est. Cost $22.78 Unrealized +36.2%
PM PHILIP MORRIS INTL 0.2%
Value ($000) $1,611 Shares 15,837 Est. Cost $49.85 Unrealized +23.2%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $1,542 Shares 34,100 Est. Cost $32.72 Unrealized +14.5%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,489 Shares 13,884 Est. Cost $96.34 Unrealized 0.0%
LINEAR TECHNOLOGY CORP 0.2%
Value ($000) $1,454 Shares 31,250 Est. Cost $47.00 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $1,435 Shares 26,750 Est. Cost $26.97 Unrealized +24.7%
USB U S BANCORP 0.2%
Value ($000) $1,385 Shares 34,340 Est. Cost $22.41 Unrealized +30.2%
FLS FLOWSERVE CORP 0.2%
Value ($000) $1,372 Shares 30,380 Est. Cost $46.83 Unrealized -17.7%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,372 Shares 21,900 Est. Cost $25.31 Unrealized +80.4%
FBIOX FIDELITY SELECT BIOTECH FUND 0.2%
Value ($000) $1,349 Shares 7,982 Est. Cost $196.71 Unrealized
MONMOUTH REAL ESTATE INVT CORP 0.2%
Value ($000) $1,326 Shares 100,000 Est. Cost $9.72 Unrealized
NEM NEWMONT MINING CORP 0.2%
Value ($000) $1,295 Shares 33,100 Est. Cost $23.91 Unrealized +8.8%
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,287 Shares 1,798 Est. Cost $26.19 Unrealized +29.2%
FCVSX FIDELITY CONVERTIBLE SECS 0.2%
Value ($000) $1,285 Shares 48,776 Est. Cost $28.77 Unrealized
MOG/A MOOG INC CLASS A 0.1%
Value ($000) $1,252 Shares 23,212 Est. Cost $44.53 Unrealized +4.9%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,224 Shares 15,037 Est. Cost $47.34 Unrealized +33.0%
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,150 Shares 37,307 Est. Cost $32.45 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,145 Shares 16,405 Est. Cost $47.18 Unrealized +18.9%
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $1,133 Shares 26,378 Est. Cost $44.96 Unrealized
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $1,085 Shares 10,884 Est. Cost $20.88 Unrealized +63.9%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,084 Shares 18,349 Est. Cost $48.29 Unrealized +4.7%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,067 Shares 16,808 Est. Cost $50.76 Unrealized +15.6%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $1,063 Shares 32,054 Est. Cost $35.64 Unrealized
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $1,058 Shares 19,669 Est. Cost $57.26 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,048 Shares 14,351 Est. Cost $20.16 Unrealized -3.2%
DOW CHEMICAL CO 0.1%
Value ($000) $1,041 Shares 20,955 Est. Cost $32.17 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $1,040 Shares 55,529 Est. Cost $21.45 Unrealized -49.1%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,023 Shares 18,534 Est. Cost $62.69 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1,017 Shares 12,555 Est. Cost $68.07 Unrealized +2.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1,007 Shares 24,602 Est. Cost $27.58 Unrealized +25.4%
WMB WILLIAMS COS 0.1%
Value ($000) $999 Shares 46,200 Est. Cost $22.82 Unrealized -47.6%
PRGO PERRIGO CO PLC 0.1%
Value ($000) $994 Shares 10,956 Est. Cost $156.62 Unrealized -33.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $982 Shares 11,799 Est. Cost $76.23 Unrealized
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $974 Shares 30,000 Est. Cost $29.97 Unrealized
PRAXAIR INC 0.1%
Value ($000) $965 Shares 8,584 Est. Cost $115.76 Unrealized
SHIRE PLC ADR 0.1%
Value ($000) $962 Shares 5,228 Est. Cost $184.01 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $944 Shares 21,990 Est. Cost $40.27 Unrealized +8.1%
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $925 Shares 16,698 Est. Cost $55.40 Unrealized
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $924 Shares 48,500 Est. Cost $6.77 Unrealized +9.2%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $908 Shares 32,773 Est. Cost $19.72 Unrealized -1.4%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $908 Shares 7,544 Est. Cost $72.60 Unrealized +44.1%
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $904 Shares 20,200 Est. Cost $50.26 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $867 Shares 17,544 Est. Cost $32.41 Unrealized +20.8%
MCK MCKESSON CORP 0.1%
Value ($000) $849 Shares 4,546 Est. Cost $173.55 Unrealized -6.3%
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $833 Shares 15,639 Est. Cost $92.45 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $822 Shares 28,632 Est. Cost $15.24 Unrealized +36.9%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $819 Shares 9,932 Est. Cost $94.09 Unrealized
ALLIANZGI GLOBAL WATER INST FU 0.1%
Value ($000) $819 Shares 60,493 Est. Cost $13.54 Unrealized
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $793 Shares 9,296 Est. Cost $65.63 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $791 Shares 21,602 Est. Cost $35.62 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $777 Shares 9,311 Est. Cost $64.17 Unrealized -7.5%
MKC MCCORMICK & CO 0.1%
Value ($000) $747 Shares 7,000 Est. Cost $28.19 Unrealized +44.2%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $742 Shares 8,385 Est. Cost $47.83 Unrealized +12.0%
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $692 Shares 14,438 Est. Cost $45.97 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $686 Shares 9,614 Est. Cost $31.98 Unrealized +42.1%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $685 Shares 22,177 Est. Cost $33.42 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $664 Shares 10,181 Est. Cost $23.76 Unrealized +4.0%
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $661 Shares 20,191 Est. Cost $26.60 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.1%
Value ($000) $630 Shares 22,933 Est. Cost $56.44 Unrealized
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $628 Shares 19,235 Est. Cost $34.53 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $625 Shares 10,475 Est. Cost $46.59 Unrealized +6.8%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $620 Shares 9,000 Est. Cost $31.42 Unrealized +47.5%
CSX CSX CORP 0.1%
Value ($000) $611 Shares 23,424 Est. Cost $8.00 Unrealized -5.3%
JOHNSON CTLS INC 0.1%
Value ($000) $609 Shares 13,750 Est. Cost $36.62 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $607 Shares 5,827 Est. Cost $49.85 Unrealized +67.1%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $596 Shares 44,928 Est. Cost $11.44 Unrealized -0.9%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $574 Shares 4,999 Est. Cost $67.72 Unrealized +40.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $571 Shares 3,840 Est. Cost $120.06 Unrealized +6.5%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $558 Shares 13,001 Est. Cost $25.63 Unrealized +17.0%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $556 Shares 24,050 Est. Cost $25.07 Unrealized -9.6%
PPL PPL CORP 0.1%
Value ($000) $555 Shares 14,700 Est. Cost $16.47 Unrealized +50.4%
FSPHX FIDELITY SELECT HEALTH CARE 0.1%
Value ($000) $536 Shares 2,784 Est. Cost $226.02 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $535 Shares 8,400 Est. Cost $55.52 Unrealized
OUTFRONT MEDIA INC 0.1%
Value ($000) $532 Shares 22,000 Est. Cost $29.91 Unrealized
KNIGHT TRANSPORTATION 0.1%
Value ($000) $528 Shares 19,868 Est. Cost $16.82 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $528 Shares 11,613 Est. Cost $23.39 Unrealized +48.9%
GWW GRAINGER W W INC 0.1%
Value ($000) $524 Shares 2,304 Est. Cost $202.69 Unrealized -3.2%
HPE HEWLETT PACKARD ENTERPRISE 0.1%
Value ($000) $519 Shares 28,421 Est. Cost $6.50 Unrealized +19.4%
FFTWX FIDELITY FREEDOM 2025 FUND 0.1%
Value ($000) $519 Shares 41,579 Est. Cost $12.49 Unrealized
BLACKSTONE GROUP LP 0.1%
Value ($000) $512 Shares 20,879 Est. Cost $39.39 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $503 Shares 11,866 Est. Cost $36.72 Unrealized -9.9%
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $502 Shares 16,050 Est. Cost $42.13 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $501 Shares 13,168 Est. Cost $62.25 Unrealized
CERNER CORP 0.1%
Value ($000) $492 Shares 8,400 Est. Cost $48.02 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $460 Shares 6,050 Est. Cost $54.49 Unrealized
SNA SNAP-ON INC 0.1%
Value ($000) $450 Shares 2,850 Est. Cost $66.83 Unrealized +88.3%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $443 Shares 6,075 Est. Cost $47.69 Unrealized +9.9%
DTE DTE ENERGY CO 0.1%
Value ($000) $436 Shares 4,400 Est. Cost $38.29 Unrealized +46.5%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $428 Shares 5,482 Est. Cost $53.32 Unrealized +13.0%
BB&T CORP PREFERRED D 5.850% 1 0.1%
Value ($000) $425 Shares 15,800 Est. Cost $21.44 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $414 Shares 3,375 Est. Cost $24.16 Unrealized -4.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $411 Shares 6,000 Est. Cost $31.43 Unrealized +73.9%
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $411 Shares 7,193 Est. Cost $41.81 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $411 Shares 6,300 Est. Cost $33.96 Unrealized +29.9%
ET ENERGY TRANSFER EQUITY L P 0.0%
Value ($000) $407 Shares 28,320 Est. Cost $38.18 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $407 Shares 5,800 Est. Cost $28.51 Unrealized +63.6%
FIDELITY SPARTAN INTL IDEX FD 0.0%
Value ($000) $398 Shares 11,471 Est. Cost $39.43 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $392 Shares 4,600 Est. Cost $63.48 Unrealized
FMILX FIDELITY NEW MILLENNIUM FUND 0.0%
Value ($000) $383 Shares 11,156 Est. Cost $38.19 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $380 Shares 8,000 Est. Cost $13.46 Unrealized +64.4%
VWO VANGUARD MSCI EMERGING MARKETS 0.0%
Value ($000) $364 Shares 10,338 Est. Cost $39.68 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $364 Shares 12,852 Est. Cost $26.31 Unrealized -5.7%
BARD C R INC 0.0%
Value ($000) $364 Shares 1,550 Est. Cost $117.60 Unrealized
CHICAGO BRIDGE & IRON CO NV 0.0%
Value ($000) $363 Shares 10,495 Est. Cost $60.77 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $362 Shares 5,232 Est. Cost $40.90 Unrealized +12.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $360 Shares 8,128 Est. Cost $37.20 Unrealized +7.6%
HPQ HP INC 0.0%
Value ($000) $357 Shares 28,421 Est. Cost $9.12 Unrealized -0.7%
ECL ECOLAB INC 0.0%
Value ($000) $350 Shares 2,950 Est. Cost $94.43 Unrealized +11.1%
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $350 Shares 13,500 Est. Cost $24.02 Unrealized
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $346 Shares 11,306 Est. Cost $32.87 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $345 Shares 23,513 Est. Cost $14.91 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $345 Shares 2,350 Est. Cost $110.41 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $344 Shares 17,465 Est. Cost $19.02 Unrealized
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $343 Shares 13,000 Est. Cost $20.57 Unrealized
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $331 Shares 3,560 Est. Cost $83.46 Unrealized
MPNIX BNY MELLON NATL INTRMED MUNI B 0.0%
Value ($000) $322 Shares 22,972 Est. Cost $13.66 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $317 Shares 11,502 Est. Cost $27.68 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $317 Shares 2,700 Est. Cost $88.61 Unrealized +29.5%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $317 Shares 2,233 Est. Cost $70.09 Unrealized +49.7%
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $316 Shares 22,172 Est. Cost $13.26 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $310 Shares 2,043 Est. Cost $77.41 Unrealized +50.7%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $310 Shares 8,164 Est. Cost $32.08 Unrealized -15.2%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $306 Shares 1,790 Est. Cost $114.17 Unrealized +44.5%
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $304 Shares 11,500 Est. Cost $24.67 Unrealized
HESS CORP 0.0%
Value ($000) $302 Shares 5,032 Est. Cost $66.53 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $302 Shares 31,699 Est. Cost $22.65 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $298 Shares 26,759 Est. Cost $26.83 Unrealized -62.5%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $295 Shares 1,120 Est. Cost $111.57 Unrealized +36.8%
D DOMINION RES INC VA 0.0%
Value ($000) $293 Shares 3,756 Est. Cost $46.10 Unrealized +3.6%
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $290 Shares 13,409 Est. Cost $22.84 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $282 Shares 17,115 Est. Cost $17.04 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $278 Shares 10,534 Est. Cost $30.91 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $274 Shares 2,660 Est. Cost $31.83 Unrealized +33.8%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $272 Shares 11,480 Est. Cost $22.01 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $268 Shares 4,888 Est. Cost $50.83 Unrealized
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $268 Shares 10,000 Est. Cost $24.00 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $266 Shares 19,295 Est. Cost $22.40 Unrealized -45.5%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $254 Shares 5,926 Est. Cost $40.49 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $246 Shares 10,000 Est. Cost $27.52 Unrealized
RAYTHEON CO 0.0%
Value ($000) $240 Shares 1,765 Est. Cost $124.65 Unrealized
L LOEWS CORP 0.0%
Value ($000) $233 Shares 5,670 Est. Cost $42.08 Unrealized -9.8%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $231 Shares 3,202 Est. Cost $16.55 Unrealized +35.7%
ORI OLD REP INTL CORP 0.0%
Value ($000) $230 Shares 11,945 Est. Cost $6.75 Unrealized +34.6%
WAT WATERS CORP 0.0%
Value ($000) $230 Shares 1,637 Est. Cost $128.50 Unrealized +5.3%
VFC V F CORP 0.0%
Value ($000) $228 Shares 3,715 Est. Cost $59.82 Unrealized -1.1%
STT STATE STREET CORP 0.0%
Value ($000) $223 Shares 4,150 Est. Cost $45.00 Unrealized +0.3%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $223 Shares 2,740 Est. Cost $52.01 Unrealized +14.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $220 Shares 1,850 Est. Cost $88.89 Unrealized +2.9%
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $219 Shares 4,699 Est. Cost $30.16 Unrealized +7.8%
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $216 Shares 7,500 Est. Cost $28.80 Unrealized
SJM J M SMUCKER CO 0.0%
Value ($000) $215 Shares 1,408 Est. Cost $99.14 Unrealized 0.0%
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $208 Shares 8,000 Est. Cost $24.90 Unrealized
BNY MELLON INTERNAT APPREC FD 0.0%
Value ($000) $205 Shares 17,520 Est. Cost $12.02 Unrealized
HCP INC 0.0%
Value ($000) $205 Shares 5,800 Est. Cost $35.34 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $201 Shares 3,754 Est. Cost $45.06 Unrealized -10.6%
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $197 Shares 16,653 Est. Cost $14.27 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $130 Shares 10,761 Est. Cost $11.18 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $119 Shares 12,748 Est. Cost $9.10 Unrealized
ALCOA INC 0.0%
Value ($000) $113 Shares 12,158 Est. Cost $9.67 Unrealized
BLACKROCK DEBT STRAT FD INC CO 0.0%
Value ($000) $79 Shares 22,521 Est. Cost $4.00 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $41 Shares 17,500 Est. Cost $8.96 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $9 Shares 13,750 Est. Cost $14.89 Unrealized
MANDALAY RESOURCES CORP 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
MIDAS GOLD CORP 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.70 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $4 Shares 219,999 Est. Cost $0.02 Unrealized
RUBICON MINERALS CORP 0.0%
Value ($000) $1 Shares 15,000 Est. Cost $0.07 Unrealized
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 22,050 Est. Cost Unrealized