NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 27, 2016

Total Value ($000): $849,639 (100.0% shares, 0.0% debt)

Holdings (263)

XOM EXXON MOBIL CORP 6.8%
Value ($000) $57,984 Shares 664,338 Est. Cost $53.69 Unrealized +9.0%
AAPL APPLE INC 4.2%
Value ($000) $35,742 Shares 316,166 Est. Cost $18.32 Unrealized +32.3%
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $33,952 Shares 287,408 Est. Cost $60.93 Unrealized +53.6%
TMO THERMO FISHER SCIENTIFIC INC 2.4%
Value ($000) $20,402 Shares 128,265 Est. Cost $79.88 Unrealized +87.9%
MRK MERCK & COMPANY 2.2%
Value ($000) $18,982 Shares 304,144 Est. Cost $30.35 Unrealized +44.1%
GENERAL ELECTRIC CO 1.9%
Value ($000) $15,982 Shares 539,585 Est. Cost $23.19 Unrealized
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $14,627 Shares 119,573 Est. Cost $14.15 Unrealized +75.4%
NXPI NXP SEMICONDUCTORS NV 1.6%
Value ($000) $13,658 Shares 133,885 Est. Cost $83.53 Unrealized -9.8%
BP BP P L C 1.6%
Value ($000) $13,517 Shares 384,467 Est. Cost $42.08 Unrealized
WFC WELLS FARGO 1.5%
Value ($000) $13,018 Shares 293,983 Est. Cost $27.44 Unrealized +34.2%
GOOGL ALPHABET CLASS A 1.5%
Value ($000) $12,898 Shares 16,040 Est. Cost $36.71 Unrealized +5.7%
INTC INTEL CORP 1.5%
Value ($000) $12,832 Shares 339,913 Est. Cost $17.18 Unrealized +66.6%
DIS DISNEY (WALT) CO 1.4%
Value ($000) $12,225 Shares 131,645 Est. Cost $59.09 Unrealized +50.4%
IBM INTL BUSINESS MACHINES 1.4%
Value ($000) $12,076 Shares 76,021 Est. Cost $118.20 Unrealized -13.9%
GOOG ALPHABET CLASS C 1.4%
Value ($000) $12,051 Shares 15,504 Est. Cost $35.61 Unrealized +5.8%
NSC NORFOLK SOUTHERN CORP 1.4%
Value ($000) $11,670 Shares 120,231 Est. Cost $58.76 Unrealized +27.9%
ABBV ABBVIE INC 1.4%
Value ($000) $11,530 Shares 182,809 Est. Cost $34.63 Unrealized +26.8%
MSFT MICROSOFT CORP 1.3%
Value ($000) $10,986 Shares 190,731 Est. Cost $39.95 Unrealized +25.9%
V VISA INC 1.3%
Value ($000) $10,957 Shares 132,500 Est. Cost $65.83 Unrealized +13.9%
DUPONT E I DE NEMOURS CO 1.3%
Value ($000) $10,927 Shares 163,173 Est. Cost $52.50 Unrealized
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $10,707 Shares 119,303 Est. Cost $55.26 Unrealized +22.2%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $10,169 Shares 129,306 Est. Cost $53.97 Unrealized +12.4%
BA BOEING CO 1.2%
Value ($000) $10,071 Shares 76,447 Est. Cost $115.95 Unrealized +4.2%
SPY S&P 500 DEPOSITORY RECEIPTS 1.2%
Value ($000) $9,827 Shares 45,431 Est. Cost $169.34 Unrealized
CVX CHEVRON CORP 1.1%
Value ($000) $9,302 Shares 90,386 Est. Cost $71.61 Unrealized -4.4%
PEP PEPSICO INC 1.1%
Value ($000) $8,966 Shares 82,431 Est. Cost $57.17 Unrealized +41.8%
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $8,834 Shares 215,620 Est. Cost $38.20 Unrealized +0.4%
HSIC SCHEIN HENRY INC 1.0%
Value ($000) $8,820 Shares 54,115 Est. Cost $51.06 Unrealized +30.0%
MCD MCDONALDS CORP 1.0%
Value ($000) $8,379 Shares 72,637 Est. Cost $72.62 Unrealized +30.2%
WHITEWAVE FOODS CO CL A 0.9%
Value ($000) $8,071 Shares 148,284 Est. Cost $36.77 Unrealized
JPM J P MORGAN CHASE & CO 0.9%
Value ($000) $7,803 Shares 117,177 Est. Cost $36.43 Unrealized +39.6%
MDY SPDR S&P MIDCAP 400 ETF 0.9%
Value ($000) $7,747 Shares 27,444 Est. Cost $220.17 Unrealized
CELGENE CORP 0.9%
Value ($000) $7,475 Shares 71,506 Est. Cost $107.02 Unrealized
JACOBS ENGINEERING GROUP 0.9%
Value ($000) $7,348 Shares 142,075 Est. Cost $54.58 Unrealized
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $7,306 Shares 92,345 Est. Cost $43.09 Unrealized +34.1%
PFE PFIZER INC 0.8%
Value ($000) $7,072 Shares 208,826 Est. Cost $16.95 Unrealized +31.3%
UPS UNITED PARCEL SERVICE CLASS B 0.8%
Value ($000) $6,991 Shares 63,930 Est. Cost $55.72 Unrealized +38.6%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $6,952 Shares 24,020 Est. Cost $196.29 Unrealized
HD HOME DEPOT 0.8%
Value ($000) $6,780 Shares 52,689 Est. Cost $62.47 Unrealized +70.2%
GBDC GOLUB CAPITAL BDC INC 0.8%
Value ($000) $6,764 Shares 364,216 Est. Cost $6.08 Unrealized +28.3%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $6,670 Shares 122,360 Est. Cost $45.67 Unrealized -7.4%
BXMT BLACKSTONE MTG TR INC CL A 0.8%
Value ($000) $6,567 Shares 222,976 Est. Cost $27.61 Unrealized
UNP UNION PACIFIC CORP 0.8%
Value ($000) $6,495 Shares 66,595 Est. Cost $66.11 Unrealized +14.9%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $6,332 Shares 41,516 Est. Cost $99.23 Unrealized +38.0%
HON HONEYWELL INTERNATIONAL 0.7%
Value ($000) $6,308 Shares 54,105 Est. Cost $56.24 Unrealized +53.0%
T AT&T INC (NEW) 0.7%
Value ($000) $6,302 Shares 155,167 Est. Cost $11.62 Unrealized +40.2%
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $6,258 Shares 79,250 Est. Cost $66.03 Unrealized
WAB WABTEC CORP 0.7%
Value ($000) $6,235 Shares 76,367 Est. Cost $50.77 Unrealized +36.9%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $6,088 Shares 59,914 Est. Cost $93.81 Unrealized
NKE NIKE INC 0.7%
Value ($000) $6,038 Shares 114,676 Est. Cost $42.61 Unrealized +17.4%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $5,749 Shares 89,768 Est. Cost $63.56 Unrealized -11.4%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $5,701 Shares 105,725 Est. Cost $31.06 Unrealized +48.6%
PIEDMONT NATURAL GAS 0.6%
Value ($000) $5,409 Shares 90,100 Est. Cost $33.74 Unrealized
FCNTX FIDELITY CONTRAFUND 0.6%
Value ($000) $5,245 Shares 51,372 Est. Cost $90.29 Unrealized
LAM RESEARCH CORP 0.6%
Value ($000) $5,218 Shares 55,091 Est. Cost $75.38 Unrealized
META FACEBOOK INC CL A 0.6%
Value ($000) $5,148 Shares 40,130 Est. Cost $106.86 Unrealized +15.4%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.6%
Value ($000) $5,143 Shares 35,605 Est. Cost $115.36 Unrealized +26.8%
MMM 3M COMPANY 0.6%
Value ($000) $5,051 Shares 28,663 Est. Cost $61.26 Unrealized +78.2%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,038 Shares 96,937 Est. Cost $27.41 Unrealized +20.0%
WY WEYERHAEUSER CO 0.5%
Value ($000) $4,590 Shares 143,718 Est. Cost $19.69 Unrealized +11.3%
FDX FEDEX CORP 0.5%
Value ($000) $4,506 Shares 25,797 Est. Cost $85.08 Unrealized +65.7%
ES EVERSOURCE ENERGY COM 0.5%
Value ($000) $4,372 Shares 80,694 Est. Cost $36.21 Unrealized +12.6%
HTLD HEARTLAND EXPRESS 0.5%
Value ($000) $4,372 Shares 231,588 Est. Cost $13.77 Unrealized +36.1%
HUBB HUBBELL INC 0.5%
Value ($000) $4,300 Shares 39,911 Est. Cost $76.44 Unrealized +14.1%
BB&T CORPORATION 0.5%
Value ($000) $4,231 Shares 112,145 Est. Cost $33.80 Unrealized
EPD ENTERPRISE PRODS PARTNERS 0.5%
Value ($000) $4,171 Shares 150,961 Est. Cost $50.43 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $4,027 Shares 51,362 Est. Cost $26.41 Unrealized +154.7%
GLW CORNING INC 0.5%
Value ($000) $3,992 Shares 168,810 Est. Cost $10.49 Unrealized +65.6%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.5%
Value ($000) $3,892 Shares 18 Est. Cost $173021.84 Unrealized +26.8%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,822 Shares 43,333 Est. Cost $48.67 Unrealized +52.2%
KO COCA-COLA CO 0.4%
Value ($000) $3,709 Shares 87,628 Est. Cost $27.88 Unrealized +16.8%
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,636 Shares 3,915 Est. Cost $523.59 Unrealized +78.2%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $3,583 Shares 49,804 Est. Cost $44.93 Unrealized +17.5%
ALLERGAN PLC SHS 0.4%
Value ($000) $3,571 Shares 15,509 Est. Cost $301.00 Unrealized
BKU BANKUNITED INC 0.4%
Value ($000) $3,525 Shares 116,730 Est. Cost $23.16 Unrealized -0.7%
POWERSHARES QQQ TRUST UNIT SER 0.4%
Value ($000) $3,227 Shares 27,179 Est. Cost $87.35 Unrealized
CB CHUBB LIMITED COM 0.4%
Value ($000) $3,224 Shares 25,656 Est. Cost $96.06 Unrealized +11.6%
FLS FLOWSERVE CORP 0.4%
Value ($000) $3,139 Shares 65,080 Est. Cost $42.78 Unrealized -8.3%
XLY CONS DISC SELECT SECTOR SPDR 0.4%
Value ($000) $3,055 Shares 38,160 Est. Cost $75.85 Unrealized
CRM SALESFORCE.COM INC 0.4%
Value ($000) $2,981 Shares 41,795 Est. Cost $75.13 Unrealized +2.6%
ABT ABBOTT LABS 0.3%
Value ($000) $2,964 Shares 70,094 Est. Cost $29.05 Unrealized +24.4%
PWR QUANTA SERVICES INC 0.3%
Value ($000) $2,691 Shares 96,134 Est. Cost $25.01 Unrealized -0.1%
AME AMETEK INC 0.3%
Value ($000) $2,669 Shares 55,860 Est. Cost $41.48 Unrealized +7.8%
COP CONOCO PHILLIPS 0.3%
Value ($000) $2,654 Shares 61,055 Est. Cost $43.94 Unrealized -29.1%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,604 Shares 59,025 Est. Cost $47.09 Unrealized -39.3%
ORCL ORACLE CORP 0.3%
Value ($000) $2,589 Shares 65,907 Est. Cost $32.50 Unrealized +9.0%
PSX PHILLIPS 66 0.3%
Value ($000) $2,481 Shares 30,809 Est. Cost $50.52 Unrealized +7.7%
BUNGE LIMITED 0.3%
Value ($000) $2,249 Shares 37,960 Est. Cost $70.31 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADM 0.3%
Value ($000) $2,242 Shares 11,199 Est. Cost $193.64 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $2,161 Shares 24,344 Est. Cost $62.26 Unrealized +6.0%
FIREEYE INC 0.2%
Value ($000) $2,119 Shares 143,850 Est. Cost $29.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,082 Shares 14,872 Est. Cost $51.84 Unrealized +132.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,078 Shares 28,020 Est. Cost $44.80 Unrealized +32.6%
EXPRESS SCRIPTS HOLDING COMPAN 0.2%
Value ($000) $2,074 Shares 29,399 Est. Cost $61.74 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,036 Shares 16,140 Est. Cost $63.21 Unrealized +47.9%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $1,921 Shares 23,999 Est. Cost $42.45 Unrealized +32.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,771 Shares 20,503 Est. Cost $58.10 Unrealized +18.4%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,757 Shares 13,884 Est. Cost $96.34 Unrealized +14.4%
ROYAL DUTCH SHELL PLC SPON ADR 0.2%
Value ($000) $1,681 Shares 31,835 Est. Cost $56.49 Unrealized
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $1,621 Shares 34,050 Est. Cost $32.72 Unrealized +23.5%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,612 Shares 40,413 Est. Cost $22.78 Unrealized +37.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,573 Shares 24,880 Est. Cost $16.28 Unrealized +113.5%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,537 Shares 21,900 Est. Cost $25.31 Unrealized +108.1%
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,506 Shares 1,798 Est. Cost $26.19 Unrealized +46.1%
PM PHILIP MORRIS INTL 0.2%
Value ($000) $1,498 Shares 15,412 Est. Cost $49.85 Unrealized +24.9%
GENL AMERICAN INVESTORS INC 0.2%
Value ($000) $1,435 Shares 43,942 Est. Cost $32.48 Unrealized
MONMOUTH REAL ESTATE INVT CORP 0.2%
Value ($000) $1,427 Shares 100,000 Est. Cost $9.72 Unrealized
WMB WILLIAMS COS 0.2%
Value ($000) $1,407 Shares 45,800 Est. Cost $22.82 Unrealized -28.9%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,382 Shares 23,212 Est. Cost $44.53 Unrealized +18.3%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,355 Shares 15,037 Est. Cost $47.34 Unrealized +33.7%
NEM NEWMONT MINING CORP 0.2%
Value ($000) $1,340 Shares 34,100 Est. Cost $24.17 Unrealized +34.9%
USB U S BANCORP 0.2%
Value ($000) $1,331 Shares 31,044 Est. Cost $22.41 Unrealized +33.7%
EW EDWARDS LIFESCIENCES 0.2%
Value ($000) $1,312 Shares 10,884 Est. Cost $20.88 Unrealized +80.4%
FBIOX FIDELITY SELECT BIOTECH FUND 0.2%
Value ($000) $1,309 Shares 6,823 Est. Cost $196.71 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $1,266 Shares 54,750 Est. Cost $21.45 Unrealized -39.1%
FCVSX FIDELITY CONVERTIBLE SECS 0.1%
Value ($000) $1,234 Shares 44,682 Est. Cost $28.77 Unrealized
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $1,191 Shares 27,988 Est. Cost $44.82 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,164 Shares 16,208 Est. Cost $50.76 Unrealized +14.7%
TGT TARGET CORP 0.1%
Value ($000) $1,127 Shares 16,405 Est. Cost $47.18 Unrealized +15.2%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,091 Shares 13,539 Est. Cost $76.79 Unrealized
DOW CHEMICAL CO 0.1%
Value ($000) $1,086 Shares 20,955 Est. Cost $32.17 Unrealized
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $1,037 Shares 29,347 Est. Cost $35.64 Unrealized
PRGO PERRIGO CO PLC 0.1%
Value ($000) $1,025 Shares 11,097 Est. Cost $155.80 Unrealized -40.9%
PRAXAIR INC 0.1%
Value ($000) $1,017 Shares 8,419 Est. Cost $115.76 Unrealized
SHIRE PLC ADR 0.1%
Value ($000) $1,012 Shares 5,218 Est. Cost $184.01 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,008 Shares 15,408 Est. Cost $48.29 Unrealized +10.1%
FTV FORTIVE CORP 0.1%
Value ($000) $1,007 Shares 19,787 Est. Cost $30.87 Unrealized 0.0%
SLRC SOLAR CAPITAL LTD 0.1%
Value ($000) $995 Shares 48,500 Est. Cost $6.77 Unrealized +23.4%
WMT WAL-MART STORES INC 0.1%
Value ($000) $995 Shares 13,807 Est. Cost $20.16 Unrealized +2.2%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $980 Shares 22,090 Est. Cost $40.27 Unrealized +8.8%
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $975 Shares 15,389 Est. Cost $92.45 Unrealized
VSMAX VANGUARD SMALL CAP INDEX ADM F 0.1%
Value ($000) $945 Shares 16,144 Est. Cost $55.40 Unrealized
DE DEERE & CO 0.1%
Value ($000) $939 Shares 11,005 Est. Cost $68.07 Unrealized +3.3%
ALLIANZGI GLOBAL WATER INST FU 0.1%
Value ($000) $933 Shares 65,118 Est. Cost $13.59 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $928 Shares 18,534 Est. Cost $62.69 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $921 Shares 21,527 Est. Cost $35.62 Unrealized
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $913 Shares 7,019 Est. Cost $72.60 Unrealized +57.6%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $909 Shares 28,632 Est. Cost $15.24 Unrealized +51.4%
NUE NUCOR CORP 0.1%
Value ($000) $868 Shares 17,544 Est. Cost $32.41 Unrealized +27.1%
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $856 Shares 20,200 Est. Cost $50.26 Unrealized
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $820 Shares 19,725 Est. Cost $57.26 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $818 Shares 8,454 Est. Cost $64.17 Unrealized +1.5%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $784 Shares 9,932 Est. Cost $94.09 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $730 Shares 8,161 Est. Cost $47.83 Unrealized +21.3%
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $724 Shares 14,853 Est. Cost $46.05 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.1%
Value ($000) $721 Shares 22,943 Est. Cost $56.44 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $713 Shares 4,271 Est. Cost $173.55 Unrealized -0.3%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $703 Shares 44,931 Est. Cost $11.44 Unrealized +5.5%
BLACKSTONE GROUP LP 0.1%
Value ($000) $701 Shares 27,479 Est. Cost $36.05 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $699 Shares 7,000 Est. Cost $28.19 Unrealized +50.3%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $689 Shares 10,475 Est. Cost $46.59 Unrealized +13.5%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $689 Shares 19,992 Est. Cost $34.53 Unrealized
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $686 Shares 20,191 Est. Cost $26.60 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $682 Shares 10,274 Est. Cost $23.76 Unrealized +12.0%
FFTWX FIDELITY FREEDOM 2025 FUND 0.1%
Value ($000) $682 Shares 52,254 Est. Cost $12.61 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $679 Shares 24,443 Est. Cost $19.72 Unrealized -1.1%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $670 Shares 20,353 Est. Cost $33.42 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $662 Shares 5,527 Est. Cost $49.85 Unrealized +86.3%
HPE HEWLETT PACKARD ENTERPRISE 0.1%
Value ($000) $647 Shares 28,421 Est. Cost $6.50 Unrealized +45.2%
CSX CSX CORP 0.1%
Value ($000) $626 Shares 20,526 Est. Cost $8.00 Unrealized +3.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $619 Shares 3,840 Est. Cost $120.06 Unrealized +11.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $612 Shares 4,999 Est. Cost $67.72 Unrealized +44.8%
GIS GENERAL MILLS INC 0.1%
Value ($000) $609 Shares 9,535 Est. Cost $31.98 Unrealized +56.4%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $579 Shares 9,000 Est. Cost $31.42 Unrealized +44.9%
INGERSOLL-RAND PLC 0.1%
Value ($000) $571 Shares 8,400 Est. Cost $55.52 Unrealized
KNIGHT TRANSPORTATION 0.1%
Value ($000) $570 Shares 19,868 Est. Cost $16.82 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $548 Shares 13,001 Est. Cost $25.63 Unrealized +27.8%
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $536 Shares 16,050 Est. Cost $42.13 Unrealized
OUTFRONT MEDIA INC 0.1%
Value ($000) $520 Shares 22,000 Est. Cost $29.91 Unrealized
CERNER CORP 0.1%
Value ($000) $519 Shares 8,400 Est. Cost $48.02 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $515 Shares 11,738 Est. Cost $23.52 Unrealized +49.7%
FSPHX FIDELITY SELECT HEALTH CARE 0.1%
Value ($000) $506 Shares 2,506 Est. Cost $226.02 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $501 Shares 2,229 Est. Cost $202.69 Unrealized -4.0%
PPL PPL CORP 0.1%
Value ($000) $494 Shares 14,300 Est. Cost $16.47 Unrealized +43.5%
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $487 Shares 13,168 Est. Cost $62.25 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $475 Shares 28,320 Est. Cost $38.18 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $460 Shares 9,732 Est. Cost $36.72 Unrealized -7.0%
UHT UNIVERSAL HEALTH/REALTY SBI 0.1%
Value ($000) $453 Shares 7,193 Est. Cost $41.81 Unrealized
HPQ HP INC 0.1%
Value ($000) $442 Shares 28,421 Est. Cost $9.12 Unrealized +14.8%
SNA SNAP-ON INC 0.1%
Value ($000) $433 Shares 2,850 Est. Cost $66.83 Unrealized +84.0%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $428 Shares 6,050 Est. Cost $54.49 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $426 Shares 5,482 Est. Cost $53.32 Unrealized +15.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $412 Shares 4,400 Est. Cost $38.29 Unrealized +55.6%
FMILX FIDELITY NEW MILLENNIUM FUND 0.0%
Value ($000) $411 Shares 11,156 Est. Cost $38.19 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $411 Shares 8,000 Est. Cost $13.46 Unrealized +98.6%
BB&T CORP PREFERRED D 5.850% 1 0.0%
Value ($000) $407 Shares 15,800 Est. Cost $21.44 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $404 Shares 6,000 Est. Cost $31.43 Unrealized +82.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $404 Shares 6,075 Est. Cost $47.69 Unrealized +3.6%
GM GENERAL MOTORS CO 0.0%
Value ($000) $399 Shares 12,545 Est. Cost $26.31 Unrealized -1.7%
FIDELITY SPARTAN INTL IDEX FD 0.0%
Value ($000) $394 Shares 10,706 Est. Cost $39.43 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $388 Shares 4,600 Est. Cost $63.48 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $385 Shares 5,232 Est. Cost $40.90 Unrealized +21.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $383 Shares 8,128 Est. Cost $37.20 Unrealized +16.7%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $372 Shares 5,800 Est. Cost $28.51 Unrealized +69.5%
PEOPLES UNITED FIN'L 0.0%
Value ($000) $372 Shares 23,513 Est. Cost $14.91 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR A 0.0%
Value ($000) $371 Shares 12,727 Est. Cost $29.15 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.0%
Value ($000) $370 Shares 9,838 Est. Cost $39.68 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $359 Shares 2,950 Est. Cost $94.43 Unrealized +15.4%
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $358 Shares 11,400 Est. Cost $32.87 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $357 Shares 17,465 Est. Cost $19.02 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $354 Shares 2,350 Est. Cost $110.41 Unrealized
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $349 Shares 13,500 Est. Cost $24.02 Unrealized
BARD C R INC 0.0%
Value ($000) $348 Shares 1,550 Est. Cost $117.60 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $344 Shares 5,750 Est. Cost $33.96 Unrealized +35.9%
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $341 Shares 3,560 Est. Cost $83.46 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $341 Shares 2,043 Est. Cost $77.41 Unrealized +65.0%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $336 Shares 2,233 Est. Cost $70.09 Unrealized +56.8%
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $335 Shares 13,000 Est. Cost $20.57 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $333 Shares 11,502 Est. Cost $27.68 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $331 Shares 8,164 Est. Cost $32.08 Unrealized -5.4%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $327 Shares 1,790 Est. Cost $114.17 Unrealized +44.4%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $324 Shares 1,120 Est. Cost $111.57 Unrealized +57.2%
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $324 Shares 2,700 Est. Cost $88.61 Unrealized +33.0%
MPNIX BNY MELLON NATL INTRMED MUNI B 0.0%
Value ($000) $320 Shares 22,972 Est. Cost $13.66 Unrealized
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $313 Shares 22,172 Est. Cost $13.26 Unrealized
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $308 Shares 13,786 Est. Cost $22.83 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $300 Shares 10,534 Est. Cost $30.91 Unrealized
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $294 Shares 11,500 Est. Cost $24.67 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $292 Shares 17,191 Est. Cost $17.04 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $289 Shares 4,150 Est. Cost $45.00 Unrealized +10.4%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $287 Shares 11,578 Est. Cost $22.01 Unrealized
LINEAR TECHNOLOGY CORP 0.0%
Value ($000) $286 Shares 4,820 Est. Cost $47.00 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $279 Shares 3,756 Est. Cost $46.10 Unrealized +9.8%
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $279 Shares 4,888 Est. Cost $50.83 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $269 Shares 24,759 Est. Cost $26.83 Unrealized -61.1%
HESS CORP 0.0%
Value ($000) $261 Shares 4,872 Est. Cost $66.53 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $259 Shares 1,637 Est. Cost $128.50 Unrealized +20.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $258 Shares 3,754 Est. Cost $45.06 Unrealized +4.1%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $257 Shares 17,870 Est. Cost $22.40 Unrealized -46.1%
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $257 Shares 10,000 Est. Cost $24.00 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $255 Shares 5,320 Est. Cost $37.77 Unrealized +15.7%
CHICAGO BRIDGE & IRON CO NV 0.0%
Value ($000) $255 Shares 9,085 Est. Cost $60.77 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $254 Shares 3,202 Est. Cost $16.55 Unrealized +46.2%
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $254 Shares 10,000 Est. Cost $27.52 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $253 Shares 5,487 Est. Cost $40.49 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $244 Shares 31,699 Est. Cost $22.65 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $233 Shares 2,740 Est. Cost $52.01 Unrealized +16.4%
L LOEWS CORP 0.0%
Value ($000) $233 Shares 5,670 Est. Cost $42.08 Unrealized -6.5%
RAYTHEON CO 0.0%
Value ($000) $227 Shares 1,665 Est. Cost $124.65 Unrealized
HCP INC 0.0%
Value ($000) $220 Shares 5,800 Est. Cost $35.34 Unrealized
BNY MELLON INTERNAT APPREC FD 0.0%
Value ($000) $216 Shares 17,520 Est. Cost $12.02 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $213 Shares 2,500 Est. Cost $72.47 Unrealized 0.0%
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $213 Shares 7,500 Est. Cost $28.80 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $212 Shares 1,850 Est. Cost $88.89 Unrealized +7.2%
ORI OLD REP INTL CORP 0.0%
Value ($000) $210 Shares 11,945 Est. Cost $6.75 Unrealized +38.4%
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $209 Shares 16,653 Est. Cost $14.27 Unrealized
VFC V F CORP 0.0%
Value ($000) $208 Shares 3,715 Est. Cost $59.82 Unrealized -3.5%
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $207 Shares 8,000 Est. Cost $24.90 Unrealized
FIDELITY SPARTAN 500 INDEX FD 0.0%
Value ($000) $201 Shares 2,627 Est. Cost $76.51 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $129 Shares 10,845 Est. Cost $11.18 Unrealized
ALCOA INC 0.0%
Value ($000) $123 Shares 12,158 Est. Cost $9.67 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $119 Shares 12,748 Est. Cost $9.10 Unrealized
BLACKROCK DEBT STRAT FD INC CO 0.0%
Value ($000) $82 Shares 22,521 Est. Cost $4.00 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $42 Shares 17,500 Est. Cost $8.96 Unrealized
MANDALAY RESOURCES CORP 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.90 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $8 Shares 13,750 Est. Cost $14.89 Unrealized
MIDAS GOLD CORP 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.70 Unrealized
TIMMINS GOLD CORP 0.0%
Value ($000) $6 Shares 13,000 Est. Cost $0.46 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $4 Shares 219,999 Est. Cost $0.02 Unrealized
TELSON RESOURCES INC 0.0%
Value ($000) $3 Shares 13,000 Est. Cost $0.23 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