MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 24, 2013

Total Value ($000): $489,662 (100.0% shares, 0.0% debt)

Holdings (205)

MDY SPDR S&P MID-CAP 400 ETF TRUST 5.3%
Value ($000) $25,838 Shares 122,980 Est. Cost $210.10 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 3.8%
Value ($000) $18,723 Shares 116,713 Est. Cost $160.42 Unrealized
AIG AMERICAN INTL GROUP 3.0%
Value ($000) $14,574 Shares 326,035 Est. Cost $32.51 Unrealized 0.0%
KO COCA COLA CO 2.5%
Value ($000) $12,232 Shares 304,953 Est. Cost $27.85 Unrealized 0.0%
IBM INTERNATIONAL BUS MACH 1.9%
Value ($000) $9,399 Shares 49,183 Est. Cost $118.94 Unrealized 0.0%
BA BOEING CO 1.8%
Value ($000) $8,860 Shares 86,488 Est. Cost $80.37 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $7,533 Shares 87,741 Est. Cost $59.66 Unrealized 0.0%
HII HUNTINGTON INGALLS INDUSTRIES 1.5%
Value ($000) $7,443 Shares 131,781 Est. Cost $43.35 Unrealized 0.0%
PFE PFIZER INC 1.5%
Value ($000) $7,144 Shares 255,051 Est. Cost $16.46 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO. 1.4%
Value ($000) $6,853 Shares 111,000 Est. Cost $61.74 Unrealized
IWB ISHARES RUSSELL 1000 INDEX 1.4%
Value ($000) $6,804 Shares 75,660 Est. Cost $89.93 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 1.4%
Value ($000) $6,797 Shares 120,700 Est. Cost $42.72 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION 1.4%
Value ($000) $6,700 Shares 101,213 Est. Cost $66.20 Unrealized
WILLIS GROUP HOLDINGS PLC 1.3%
Value ($000) $6,531 Shares 160,150 Est. Cost $40.78 Unrealized
SPECTRUM BRANDS, INC. 1.3%
Value ($000) $6,309 Shares 110,940 Est. Cost $56.87 Unrealized
EFX EQUIFAX INC 1.3%
Value ($000) $6,185 Shares 104,950 Est. Cost $53.06 Unrealized 0.0%
GOOGLE, INC. 1.2%
Value ($000) $6,115 Shares 6,946 Est. Cost $880.36 Unrealized
WALGREEN CO 1.2%
Value ($000) $5,939 Shares 134,365 Est. Cost $44.20 Unrealized
ADBE ADOBE SYSTEMS INC 1.2%
Value ($000) $5,893 Shares 129,335 Est. Cost $44.30 Unrealized 0.0%
JPM JP MORGAN CHASE & CO 1.2%
Value ($000) $5,781 Shares 109,507 Est. Cost $36.24 Unrealized 0.0%
MICROS SYS INC COM 1.1%
Value ($000) $5,547 Shares 128,550 Est. Cost $43.15 Unrealized
VO VANGUARD MID CAP ETF 1.1%
Value ($000) $5,302 Shares 55,725 Est. Cost $95.15 Unrealized
CBRE CBRE GROUP, INC. 1.1%
Value ($000) $5,274 Shares 225,780 Est. Cost $23.79 Unrealized 0.0%
PCG PG&E CORP 1.1%
Value ($000) $5,190 Shares 113,500 Est. Cost $38.88 Unrealized 0.0%
GLD SPDR GOLD TRUST 1.0%
Value ($000) $5,141 Shares 43,160 Est. Cost $119.11 Unrealized
DEO DIAGEO PLC-SPONSORED ADR NEW 1.0%
Value ($000) $5,058 Shares 43,998 Est. Cost $114.96 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $4,926 Shares 63,986 Est. Cost $55.00 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $4,885 Shares 118,361 Est. Cost $27.36 Unrealized 0.0%
OMC OMNICOM GROUP INC 1.0%
Value ($000) $4,850 Shares 77,150 Est. Cost $40.69 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $4,421 Shares 48,933 Est. Cost $53.69 Unrealized 0.0%
RWT REDWOOD TRUST, INC. 0.9%
Value ($000) $4,419 Shares 259,935 Est. Cost $17.00 Unrealized
DLTR DOLLAR TREE, INC. 0.9%
Value ($000) $4,404 Shares 86,630 Est. Cost $48.73 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP. 0.9%
Value ($000) $4,343 Shares 69,153 Est. Cost $47.00 Unrealized 0.0%
PEP PEPSICO INC 0.9%
Value ($000) $4,334 Shares 52,984 Est. Cost $56.00 Unrealized 0.0%
CTRA CABOT OIL & GAS CORP COM 0.9%
Value ($000) $4,324 Shares 60,885 Est. Cost $24.86 Unrealized 0.0%
GENERAL ELEC CO 0.9%
Value ($000) $4,273 Shares 184,267 Est. Cost $23.19 Unrealized
DG DOLLAR GEN CORP NEW COM 0.8%
Value ($000) $4,140 Shares 82,100 Est. Cost $45.09 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $4,117 Shares 62,873 Est. Cost $50.75 Unrealized 0.0%
MKL MARKEL CORP 0.8%
Value ($000) $4,108 Shares 7,795 Est. Cost $523.59 Unrealized 0.0%
NSRGY NESTLE S A - ADR REG SHS 0.8%
Value ($000) $4,095 Shares 62,541 Est. Cost $65.48 Unrealized
TGT TARGET CORP 0.8%
Value ($000) $4,013 Shares 58,279 Est. Cost $47.95 Unrealized 0.0%
CVX CHEVRON TEXACO CORP 0.8%
Value ($000) $3,981 Shares 33,644 Est. Cost $71.30 Unrealized 0.0%
RYDEX S&P EQUAL WEIGHT ETF 0.8%
Value ($000) $3,968 Shares 64,760 Est. Cost $61.27 Unrealized
DIA SPDR DJIA TRUST 0.8%
Value ($000) $3,942 Shares 26,535 Est. Cost $148.56 Unrealized
CVS CVS CAREMARK CORP. 0.8%
Value ($000) $3,910 Shares 68,382 Est. Cost $41.44 Unrealized 0.0%
AAPL APPLE COMPUTER INC 0.8%
Value ($000) $3,880 Shares 9,784 Est. Cost $13.16 Unrealized 0.0%
WMT WAL MART STORES INC 0.8%
Value ($000) $3,876 Shares 52,036 Est. Cost $19.98 Unrealized 0.0%
HD HOME DEPOT INC 0.8%
Value ($000) $3,869 Shares 49,942 Est. Cost $56.05 Unrealized 0.0%
FISV FISERV INC 0.8%
Value ($000) $3,838 Shares 43,909 Est. Cost $21.93 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.8%
Value ($000) $3,748 Shares 92,844 Est. Cost $36.65 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $3,543 Shares 55,530 Est. Cost $63.80 Unrealized
RIG TRANSOCEAN LTD. 0.7%
Value ($000) $3,428 Shares 71,483 Est. Cost $50.97 Unrealized 0.0%
AMC NETWORKS INC CL A 0.7%
Value ($000) $3,394 Shares 51,945 Est. Cost $65.34 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.7%
Value ($000) $3,354 Shares 29,965 Est. Cost $110.02 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $3,263 Shares 45,529 Est. Cost $52.90 Unrealized 0.0%
WRB WR BERKLEY CORP 0.7%
Value ($000) $3,189 Shares 78,040 Est. Cost $9.58 Unrealized 0.0%
NWSA NEWS CORP NEW COM USD0.01 CL A 0.7%
Value ($000) $3,183 Shares 97,700 Est. Cost $13.63 Unrealized 0.0%
CRANE COMPANY 0.6%
Value ($000) $3,119 Shares 52,050 Est. Cost $59.92 Unrealized
SUNTRUST BKS INC 0.6%
Value ($000) $3,051 Shares 96,647 Est. Cost $31.57 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $3,033 Shares 65,290 Est. Cost $30.02 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $2,970 Shares 104,092 Est. Cost $23.16 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $2,872 Shares 223,345 Est. Cost $10.03 Unrealized 0.0%
GPC GENUINE PARTS CO 0.6%
Value ($000) $2,791 Shares 35,753 Est. Cost $54.12 Unrealized 0.0%
STT STATE STREET CORP 0.5%
Value ($000) $2,640 Shares 40,485 Est. Cost $44.60 Unrealized 0.0%
POWERSHARES S&P HIGH QUALITY E 0.5%
Value ($000) $2,609 Shares 146,098 Est. Cost $17.86 Unrealized
ABBVIE INC. 0.5%
Value ($000) $2,511 Shares 60,743 Est. Cost $41.34 Unrealized
KRE KBW REGIONAL BANKING ETF 0.5%
Value ($000) $2,507 Shares 74,000 Est. Cost $33.88 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $2,474 Shares 30,360 Est. Cost $14.15 Unrealized 0.0%
TALISMAN ENERGY INC COM 0.5%
Value ($000) $2,470 Shares 216,140 Est. Cost $11.43 Unrealized
IVV ISHARES TRUST S&P 500 INDEX 0.5%
Value ($000) $2,432 Shares 15,116 Est. Cost $160.89 Unrealized
NKE NIKE INC CL B 0.5%
Value ($000) $2,397 Shares 37,638 Est. Cost $26.53 Unrealized 0.0%
PHARMACEUTICAL HOLDERS TRUST 0.5%
Value ($000) $2,253 Shares 49,540 Est. Cost $45.48 Unrealized
SENIOR HSG PPTYS TR SH BEN INT 0.4%
Value ($000) $2,191 Shares 84,480 Est. Cost $25.94 Unrealized
APACHE CORP 0.4%
Value ($000) $2,170 Shares 25,880 Est. Cost $83.85 Unrealized
NORTHEAST UTILITIES 0.4%
Value ($000) $2,133 Shares 50,765 Est. Cost $42.02 Unrealized
IJH ISHARES TRUST S&P MIDCAP 400 0.4%
Value ($000) $2,127 Shares 18,414 Est. Cost $115.51 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $2,119 Shares 60,743 Est. Cost $28.85 Unrealized 0.0%
EIX EDISON INTL 0.4%
Value ($000) $2,094 Shares 43,488 Est. Cost $30.71 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $2,082 Shares 31,404 Est. Cost $66.30 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,052 Shares 31,322 Est. Cost $24.37 Unrealized 0.0%
UNITED TECHNOLOGIES CP 0.4%
Value ($000) $2,052 Shares 22,082 Est. Cost $92.93 Unrealized
CIT GROUP INC 0.4%
Value ($000) $2,025 Shares 43,425 Est. Cost $46.63 Unrealized
COP CONOCOPHILIPS 0.4%
Value ($000) $2,003 Shares 33,109 Est. Cost $39.96 Unrealized 0.0%
DVA DAVITA INC 0.4%
Value ($000) $1,973 Shares 16,335 Est. Cost $62.44 Unrealized 0.0%
VFC V F CORP 0.4%
Value ($000) $1,960 Shares 10,150 Est. Cost $42.45 Unrealized 0.0%
TIME WARNER CABLE - A 0.4%
Value ($000) $1,936 Shares 17,216 Est. Cost $112.45 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,927 Shares 19,462 Est. Cost $71.80 Unrealized 0.0%
PARTNER RE LTD 0.4%
Value ($000) $1,901 Shares 20,990 Est. Cost $90.57 Unrealized
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $1,818 Shares 26,450 Est. Cost $68.73 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,794 Shares 16,403 Est. Cost $61.26 Unrealized 0.0%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $1,699 Shares 19,646 Est. Cost $55.38 Unrealized 0.0%
RRC RANGE RES CORP COM 0.3%
Value ($000) $1,660 Shares 21,475 Est. Cost $76.33 Unrealized 0.0%
L BRANDS, INC 0.3%
Value ($000) $1,601 Shares 32,500 Est. Cost $49.26 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,546 Shares 19,492 Est. Cost $53.13 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,535 Shares 14,151 Est. Cost $71.65 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP 0.3%
Value ($000) $1,532 Shares 40,900 Est. Cost $23.49 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,471 Shares 15,145 Est. Cost $63.06 Unrealized 0.0%
EATON VANCE CORP COM NON VTG 0.3%
Value ($000) $1,471 Shares 39,125 Est. Cost $37.60 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.3%
Value ($000) $1,463 Shares 29,450 Est. Cost $48.11 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,448 Shares 21,445 Est. Cost $41.83 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,437 Shares 12,994 Est. Cost $86.56 Unrealized 0.0%
BEAM INC. 0.3%
Value ($000) $1,423 Shares 22,550 Est. Cost $63.10 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.3%
Value ($000) $1,344 Shares 35,708 Est. Cost $37.64 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $1,329 Shares 27,050 Est. Cost $42.21 Unrealized 0.0%
MOS MOSAIC CO 0.3%
Value ($000) $1,279 Shares 23,775 Est. Cost $46.26 Unrealized 0.0%
ALTERA CORP 0.3%
Value ($000) $1,277 Shares 38,700 Est. Cost $33.00 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,276 Shares 14,727 Est. Cost $49.85 Unrealized 0.0%
NVS NOVARTIS AG-ADR 0.3%
Value ($000) $1,232 Shares 17,419 Est. Cost $70.73 Unrealized
PPL PPL CORP. 0.2%
Value ($000) $1,224 Shares 40,450 Est. Cost $16.36 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,207 Shares 21,062 Est. Cost $44.38 Unrealized 0.0%
DWX SPDR S&P INT'L DIVIDEND ETF 0.2%
Value ($000) $1,160 Shares 26,580 Est. Cost $43.64 Unrealized
CNP CENTERPOINT ENERGY INC 0.2%
Value ($000) $1,106 Shares 47,100 Est. Cost $15.27 Unrealized 0.0%
AFL AFLAC INC 0.2%
Value ($000) $1,096 Shares 18,850 Est. Cost $20.11 Unrealized 0.0%
IOO ISHARES S&P GLOBAL INDEX 100 0.2%
Value ($000) $1,092 Shares 16,160 Est. Cost $67.57 Unrealized
DU PONT E I DE NEMOURS 0.2%
Value ($000) $1,074 Shares 20,457 Est. Cost $52.50 Unrealized
DIS WALT DISNEY CO 0.2%
Value ($000) $1,058 Shares 16,756 Est. Cost $56.11 Unrealized 0.0%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $1,006 Shares 15,718 Est. Cost $64.00 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $957 Shares 15,664 Est. Cost $45.06 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.2%
Value ($000) $953 Shares 56,500 Est. Cost $10.74 Unrealized 0.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $952 Shares 19,786 Est. Cost $37.12 Unrealized 0.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $950 Shares 17,418 Est. Cost $40.02 Unrealized 0.0%
CVE CENOVUS ENERGY, INC. 0.2%
Value ($000) $925 Shares 32,420 Est. Cost $22.39 Unrealized 0.0%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.2%
Value ($000) $920 Shares 14,767 Est. Cost $62.30 Unrealized
DAN DANA HLDG CORP COM 0.2%
Value ($000) $867 Shares 45,000 Est. Cost $14.00 Unrealized 0.0%
KRAFT FOODS GROUP INC 0.2%
Value ($000) $856 Shares 15,327 Est. Cost $55.85 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $833 Shares 9,100 Est. Cost $61.55 Unrealized 0.0%
HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $832 Shares 17,475 Est. Cost $47.61 Unrealized
RAYTHEON CO 0.2%
Value ($000) $832 Shares 12,586 Est. Cost $66.11 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $829 Shares 18,783 Est. Cost $26.74 Unrealized 0.0%
VMC VULCAN MATLS CO 0.2%
Value ($000) $806 Shares 16,650 Est. Cost $46.69 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $798 Shares 14,300 Est. Cost $38.92 Unrealized 0.0%
PSX PHILLIPS 66 0.2%
Value ($000) $736 Shares 12,493 Est. Cost $40.44 Unrealized 0.0%
BP BP AMOCO PLC - SPONS ADR 0.1%
Value ($000) $692 Shares 16,576 Est. Cost $41.75 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $683 Shares 4,663 Est. Cost $59.61 Unrealized 0.0%
KINDER MORGAN ENERGY PARTNERS 0.1%
Value ($000) $679 Shares 7,952 Est. Cost $85.39 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $677 Shares 14,120 Est. Cost $35.76 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $645 Shares 13,530 Est. Cost $47.67 Unrealized
CHUBB CORP 0.1%
Value ($000) $636 Shares 7,517 Est. Cost $84.61 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $622 Shares 8,646 Est. Cost $63.81 Unrealized 0.0%
IWM ISHARES TRUST RUSSELL 2000 IND 0.1%
Value ($000) $611 Shares 6,299 Est. Cost $97.00 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $611 Shares 5,338 Est. Cost $101.46 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $609 Shares 14,880 Est. Cost $32.16 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value ($000) $564 Shares 6,684 Est. Cost $71.14 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $559 Shares 5,657 Est. Cost $78.11 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $554 Shares 8,920 Est. Cost $62.11 Unrealized
RNR RENAISSANCE RE HLDGS 0.1%
Value ($000) $521 Shares 6,000 Est. Cost $88.61 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $521 Shares 14,730 Est. Cost $11.40 Unrealized 0.0%
WEATHERFORD INTL INC 0.1%
Value ($000) $494 Shares 36,086 Est. Cost $13.69 Unrealized
BRIGGS & STRATTON CORP 0.1%
Value ($000) $491 Shares 24,800 Est. Cost $19.80 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $482 Shares 11,550 Est. Cost $33.21 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $472 Shares 6,493 Est. Cost $57.67 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $469 Shares 10,500 Est. Cost $28.67 Unrealized 0.0%
BELO A H CORP DEL COM SER A 0.1%
Value ($000) $453 Shares 32,500 Est. Cost $13.94 Unrealized
RYN RAYONIER INC 0.1%
Value ($000) $433 Shares 7,816 Est. Cost $55.40 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $431 Shares 6,800 Est. Cost $63.38 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.1%
Value ($000) $414 Shares 5,750 Est. Cost $72.00 Unrealized
COUSINS PROPERTIES 0.1%
Value ($000) $399 Shares 39,540 Est. Cost $10.09 Unrealized
ALLEGHANY CORP DEL 0.1%
Value ($000) $399 Shares 1,040 Est. Cost $383.65 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $392 Shares 7,608 Est. Cost $51.52 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $386 Shares 11,171 Est. Cost $26.70 Unrealized 0.0%
CAREFUSION CORP 0.1%
Value ($000) $381 Shares 10,350 Est. Cost $36.81 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $373 Shares 10,800 Est. Cost $34.54 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.1%
Value ($000) $368 Shares 8,550 Est. Cost $43.04 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $365 Shares 5,500 Est. Cost $66.36 Unrealized
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $364 Shares 9,250 Est. Cost $39.35 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $362 Shares 6,750 Est. Cost $21.67 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $355 Shares 5,000 Est. Cost $27.55 Unrealized 0.0%
HVT/A HAVERTY FURN COS INC CLASS A 0.1%
Value ($000) $338 Shares 14,699 Est. Cost $11.86 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $337 Shares 2 Est. Cost $165023.42 Unrealized 0.0%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.1%
Value ($000) $335 Shares 8,800 Est. Cost $38.07 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $328 Shares 9,368 Est. Cost $16.28 Unrealized 0.0%
MET METLIFE, INC. 0.1%
Value ($000) $326 Shares 7,132 Est. Cost $24.43 Unrealized 0.0%
YUM YUM! BRANDS INC 0.1%
Value ($000) $326 Shares 4,699 Est. Cost $38.97 Unrealized 0.0%
GLW CORNING INC 0.1%
Value ($000) $326 Shares 22,900 Est. Cost $10.49 Unrealized 0.0%
NABORS INDS INC 0.1%
Value ($000) $325 Shares 21,250 Est. Cost $15.29 Unrealized
VODAFONE GROUP PLC SP ADR 0.1%
Value ($000) $324 Shares 11,259 Est. Cost $28.78 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $317 Shares 4,600 Est. Cost $45.09 Unrealized 0.0%
HARRIS CORP DEL 0.1%
Value ($000) $315 Shares 6,400 Est. Cost $49.22 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $298 Shares 6,386 Est. Cost $46.66 Unrealized
POWERSHARES INTL DIV 0.1%
Value ($000) $297 Shares 18,200 Est. Cost $16.32 Unrealized
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $286 Shares 2,850 Est. Cost $100.35 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.1%
Value ($000) $278 Shares 4,350 Est. Cost $63.91 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $277 Shares 4,000 Est. Cost $42.93 Unrealized 0.0%
ENERGEN CORP 0.1%
Value ($000) $272 Shares 5,205 Est. Cost $52.26 Unrealized
ENCANA CORP 0.1%
Value ($000) $271 Shares 16,000 Est. Cost $16.94 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.1%
Value ($000) $251 Shares 2,250 Est. Cost $111.56 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.1%
Value ($000) $248 Shares 4,270 Est. Cost $31.42 Unrealized 0.0%
BARD C R INC 0.1%
Value ($000) $245 Shares 2,250 Est. Cost $108.89 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $245 Shares 10,050 Est. Cost $15.24 Unrealized 0.0%
MARKET VECTORS EFT TR GOLD MIN 0.0%
Value ($000) $243 Shares 9,910 Est. Cost $24.52 Unrealized
D DOMINION RES VA NEW 0.0%
Value ($000) $229 Shares 4,025 Est. Cost $34.53 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $228 Shares 2,750 Est. Cost $62.64 Unrealized 0.0%
COLFAX CORPORATION 0.0%
Value ($000) $222 Shares 4,260 Est. Cost $52.11 Unrealized
IYG ISHARES DOW JONES US FINANCIAL 0.0%
Value ($000) $221 Shares 3,095 Est. Cost $71.41 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $220 Shares 7,175 Est. Cost $16.65 Unrealized 0.0%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $218 Shares 2,105 Est. Cost $103.56 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $218 Shares 4,000 Est. Cost $54.50 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $205 Shares 8,441 Est. Cost $17.18 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $203 Shares 1,545 Est. Cost $46.52 Unrealized 0.0%
HVT HAVERTY FURNITURE INC COM 0.0%
Value ($000) $201 Shares 8,733 Est. Cost $23.50 Unrealized 0.0%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $201 Shares 3,240 Est. Cost $62.04 Unrealized
INTERPUBLIC GROUP COS 0.0%
Value ($000) $156 Shares 10,750 Est. Cost $9.16 Unrealized 0.0%
SEBC SOUTHEASTERN BANKING CORP. 0.0%
Value ($000) $104 Shares 11,644 Est. Cost $3.45 Unrealized 0.0%
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
GLOBAL ENERGY HOLDINGS GROUP 0.0%
Value ($000) $0 Shares 11,700 Est. Cost Unrealized