MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 7, 2013

Total Value ($000): $535,869 (100.0% shares, 0.0% debt)

Holdings (225)

MDY SPDR S&P MID-CAP 400 ETF TRUST 5.1%
Value ($000) $27,194 Shares 120,150 Est. Cost $210.10 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 4.0%
Value ($000) $21,180 Shares 126,065 Est. Cost $160.98 Unrealized
AIG AMERICAN INTL GROUP 2.9%
Value ($000) $15,275 Shares 314,115 Est. Cost $32.51 Unrealized +10.8%
KO COCA COLA CO 2.2%
Value ($000) $11,618 Shares 306,714 Est. Cost $27.85 Unrealized -3.9%
VGK VANGUARD MSCI EUROPE ETF 1.8%
Value ($000) $9,854 Shares 180,800 Est. Cost $54.50 Unrealized
IBM INTERNATIONAL BUS MACH 1.7%
Value ($000) $9,246 Shares 49,930 Est. Cost $118.83 Unrealized -6.1%
CHRW C H ROBINSON WORLDWIDE INC 1.7%
Value ($000) $8,981 Shares 150,710 Est. Cost $42.93 Unrealized +2.0%
HII HUNTINGTON INGALLS INDUSTRIES 1.6%
Value ($000) $8,486 Shares 125,906 Est. Cost $43.35 Unrealized +18.4%
SPECTRUM BRANDS, INC. 1.6%
Value ($000) $8,427 Shares 127,995 Est. Cost $58.06 Unrealized
VEA VANGUARD TAX MANAGED INTL FD F 1.5%
Value ($000) $8,211 Shares 207,450 Est. Cost $39.58 Unrealized
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $8,151 Shares 92,251 Est. Cost $55.98 Unrealized +5.4%
REALOGY HOLDINGS CORP. 1.5%
Value ($000) $7,835 Shares 182,135 Est. Cost $43.02 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $7,750 Shares 89,402 Est. Cost $59.73 Unrealized +6.4%
PFE PFIZER INC 1.4%
Value ($000) $7,516 Shares 261,653 Est. Cost $16.46 Unrealized -0.6%
EXPRESS SCRIPTS HOLDING CO. 1.4%
Value ($000) $7,447 Shares 120,505 Est. Cost $61.74 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 1.4%
Value ($000) $7,447 Shares 106,983 Est. Cost $66.38 Unrealized
WALGREEN CO 1.3%
Value ($000) $7,202 Shares 133,865 Est. Cost $44.20 Unrealized
IWB ISHARES RUSSELL 1000 INDEX 1.3%
Value ($000) $7,125 Shares 75,660 Est. Cost $89.93 Unrealized
BA BOEING CO 1.3%
Value ($000) $6,939 Shares 59,059 Est. Cost $80.37 Unrealized +13.9%
ADBE ADOBE SYSTEMS INC 1.3%
Value ($000) $6,718 Shares 129,335 Est. Cost $44.30 Unrealized +7.7%
EFX EQUIFAX INC 1.2%
Value ($000) $6,430 Shares 107,434 Est. Cost $53.08 Unrealized +2.3%
GOOGLE, INC. 1.2%
Value ($000) $6,266 Shares 7,154 Est. Cost $880.23 Unrealized
VO VANGUARD MID CAP ETF 1.1%
Value ($000) $5,711 Shares 55,725 Est. Cost $95.15 Unrealized
DEO DIAGEO PLC-SPONSORED ADR NEW 1.0%
Value ($000) $5,588 Shares 43,973 Est. Cost $114.96 Unrealized
WILLIS GROUP HOLDINGS PLC 1.0%
Value ($000) $5,470 Shares 126,250 Est. Cost $40.78 Unrealized
CRANE COMPANY 1.0%
Value ($000) $5,422 Shares 87,925 Est. Cost $60.63 Unrealized
IVV ISHARES TRUST S&P 500 INDEX 1.0%
Value ($000) $5,408 Shares 32,021 Est. Cost $165.11 Unrealized
ROYAL DUTCH SHELL PLC 1.0%
Value ($000) $5,107 Shares 77,755 Est. Cost $64.34 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 0.9%
Value ($000) $5,010 Shares 76,835 Est. Cost $61.89 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS 0.9%
Value ($000) $4,947 Shares 204,090 Est. Cost $24.24 Unrealized
GENERAL ELEC CO 0.9%
Value ($000) $4,814 Shares 201,489 Est. Cost $23.25 Unrealized
OMC OMNICOM GROUP INC 0.9%
Value ($000) $4,812 Shares 75,850 Est. Cost $40.69 Unrealized +4.5%
VMC VULCAN MATLS CO 0.9%
Value ($000) $4,803 Shares 92,705 Est. Cost $45.33 Unrealized -0.7%
WY WEYERHAEUSER CO 0.9%
Value ($000) $4,696 Shares 164,040 Est. Cost $17.63 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $4,682 Shares 61,939 Est. Cost $55.00 Unrealized +2.2%
NSRGY NESTLE S A - ADR REG SHS 0.8%
Value ($000) $4,485 Shares 64,126 Est. Cost $65.59 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $4,359 Shares 60,873 Est. Cost $50.75 Unrealized +15.5%
AAPL APPLE COMPUTER INC 0.8%
Value ($000) $4,307 Shares 9,034 Est. Cost $13.16 Unrealized +8.5%
PEP PEPSICO INC 0.8%
Value ($000) $4,220 Shares 53,084 Est. Cost $56.00 Unrealized +1.4%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $4,181 Shares 48,593 Est. Cost $53.69 Unrealized +0.9%
CVX CHEVRON TEXACO CORP 0.8%
Value ($000) $4,159 Shares 34,230 Est. Cost $71.33 Unrealized +2.5%
GLD SPDR GOLD TRUST 0.8%
Value ($000) $4,077 Shares 31,810 Est. Cost $119.11 Unrealized
PCG PG&E CORP 0.7%
Value ($000) $3,998 Shares 97,700 Est. Cost $38.88 Unrealized -4.9%
WMT WAL MART STORES INC 0.7%
Value ($000) $3,993 Shares 53,993 Est. Cost $19.98 Unrealized -1.0%
DIA SPDR DJIA TRUST 0.7%
Value ($000) $3,931 Shares 26,035 Est. Cost $148.56 Unrealized
AMC NETWORKS INC CL A 0.7%
Value ($000) $3,922 Shares 57,250 Est. Cost $65.63 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.7%
Value ($000) $3,905 Shares 92,844 Est. Cost $36.65 Unrealized -0.2%
CVS CVS CAREMARK CORP. 0.7%
Value ($000) $3,833 Shares 67,538 Est. Cost $41.44 Unrealized +3.2%
HD HOME DEPOT INC 0.7%
Value ($000) $3,723 Shares 49,079 Est. Cost $56.05 Unrealized +3.2%
TGT TARGET CORP 0.7%
Value ($000) $3,709 Shares 57,979 Est. Cost $47.95 Unrealized -1.6%
FISV FISERV INC 0.6%
Value ($000) $3,474 Shares 34,377 Est. Cost $21.93 Unrealized +10.3%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $3,470 Shares 67,125 Est. Cost $36.24 Unrealized +6.3%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $3,437 Shares 249,045 Est. Cost $10.15 Unrealized +10.7%
RIG TRANSOCEAN LTD. 0.6%
Value ($000) $3,353 Shares 75,354 Est. Cost $50.78 Unrealized -6.9%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.6%
Value ($000) $3,312 Shares 29,175 Est. Cost $110.02 Unrealized +4.9%
COF CAPITAL ONE FINANCIAL CORP. 0.6%
Value ($000) $3,207 Shares 46,654 Est. Cost $47.00 Unrealized +14.8%
MRK MERCK & CO INC 0.6%
Value ($000) $3,124 Shares 65,628 Est. Cost $30.02 Unrealized +3.2%
RWT REDWOOD TRUST, INC. 0.6%
Value ($000) $3,093 Shares 157,110 Est. Cost $17.00 Unrealized
CF CF INDUSTRIES HLDGS, INC. 0.6%
Value ($000) $3,021 Shares 14,330 Est. Cost $27.49 Unrealized 0.0%
SUNTRUST BKS INC 0.6%
Value ($000) $3,020 Shares 93,147 Est. Cost $31.57 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $2,943 Shares 71,234 Est. Cost $27.36 Unrealized +10.3%
TALISMAN ENERGY INC COM 0.5%
Value ($000) $2,942 Shares 255,840 Est. Cost $11.44 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $2,912 Shares 42,242 Est. Cost $66.97 Unrealized
GPC GENUINE PARTS CO 0.5%
Value ($000) $2,827 Shares 34,953 Est. Cost $54.12 Unrealized +5.4%
WRB WR BERKLEY CORP 0.5%
Value ($000) $2,779 Shares 64,840 Est. Cost $9.58 Unrealized -0.1%
ABBVIE INC. 0.5%
Value ($000) $2,725 Shares 60,914 Est. Cost $41.34 Unrealized
POWERSHARES S&P HIGH QUALITY E 0.5%
Value ($000) $2,698 Shares 143,798 Est. Cost $17.86 Unrealized
DVA DAVITA INC 0.5%
Value ($000) $2,667 Shares 46,880 Est. Cost $59.08 Unrealized -3.0%
NKE NIKE INC CL B 0.5%
Value ($000) $2,650 Shares 36,488 Est. Cost $26.53 Unrealized +5.3%
IJH ISHARES TRUST S&P MIDCAP 400 0.5%
Value ($000) $2,643 Shares 21,290 Est. Cost $116.68 Unrealized
KRE KBW REGIONAL BANKING ETF 0.5%
Value ($000) $2,638 Shares 74,000 Est. Cost $33.88 Unrealized
STT STATE STREET CORP 0.5%
Value ($000) $2,613 Shares 39,735 Est. Cost $44.60 Unrealized +10.4%
CIT GROUP INC 0.5%
Value ($000) $2,435 Shares 49,925 Est. Cost $46.91 Unrealized
UNITED TECHNOLOGIES CP 0.4%
Value ($000) $2,375 Shares 22,032 Est. Cost $92.93 Unrealized
PHARMACEUTICAL HOLDERS TRUST 0.4%
Value ($000) $2,370 Shares 49,540 Est. Cost $45.48 Unrealized
COP CONOCOPHILIPS 0.4%
Value ($000) $2,301 Shares 33,109 Est. Cost $39.96 Unrealized +11.3%
DG DOLLAR GEN CORP NEW COM 0.4%
Value ($000) $2,264 Shares 40,100 Est. Cost $45.09 Unrealized +6.0%
AMZN AMAZON COM INC 0.4%
Value ($000) $2,244 Shares 7,178 Est. Cost $14.90 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $2,141 Shares 64,509 Est. Cost $28.78 Unrealized -3.7%
JOHNSON CTLS INC 0.4%
Value ($000) $2,104 Shares 50,700 Est. Cost $41.50 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,097 Shares 27,247 Est. Cost $24.37 Unrealized +16.0%
EQT EQT CORP COM 0.4%
Value ($000) $2,089 Shares 23,550 Est. Cost $42.52 Unrealized 0.0%
VFC V F CORP 0.4%
Value ($000) $2,020 Shares 10,150 Est. Cost $42.45 Unrealized +8.7%
MKL MARKEL CORP 0.4%
Value ($000) $1,993 Shares 3,850 Est. Cost $523.59 Unrealized +0.3%
MMM 3M CO 0.4%
Value ($000) $1,977 Shares 16,558 Est. Cost $61.26 Unrealized +7.7%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $1,974 Shares 29,850 Est. Cost $68.44 Unrealized
NORTHEAST UTILITIES 0.4%
Value ($000) $1,925 Shares 46,665 Est. Cost $42.02 Unrealized
PARTNER RE LTD 0.4%
Value ($000) $1,921 Shares 20,990 Est. Cost $90.57 Unrealized
TIME WARNER CABLE - A 0.4%
Value ($000) $1,921 Shares 17,216 Est. Cost $112.45 Unrealized
SENIOR HSG PPTYS TR SH BEN INT 0.4%
Value ($000) $1,902 Shares 81,480 Est. Cost $25.94 Unrealized
CBRE CBRE GROUP, INC. 0.3%
Value ($000) $1,852 Shares 80,080 Est. Cost $23.79 Unrealized -2.7%
L BRANDS, INC 0.3%
Value ($000) $1,851 Shares 30,300 Est. Cost $49.26 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,805 Shares 14,151 Est. Cost $71.65 Unrealized +20.1%
CTRA CABOT OIL & GAS CORP COM 0.3%
Value ($000) $1,765 Shares 47,300 Est. Cost $24.86 Unrealized +9.0%
PFG PRINCIPAL FINANCIAL GROUP 0.3%
Value ($000) $1,751 Shares 40,900 Est. Cost $23.49 Unrealized +14.7%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $1,608 Shares 17,601 Est. Cost $55.38 Unrealized +3.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,569 Shares 49,942 Est. Cost $23.16 Unrealized +2.4%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,561 Shares 19,470 Est. Cost $14.15 Unrealized +4.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,536 Shares 18,492 Est. Cost $53.13 Unrealized +8.2%
EATON VANCE CORP COM NON VTG 0.3%
Value ($000) $1,519 Shares 39,125 Est. Cost $37.60 Unrealized
CAR AVIS BUDGET GROUP INC. 0.3%
Value ($000) $1,518 Shares 52,650 Est. Cost $28.40 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,497 Shares 12,994 Est. Cost $86.56 Unrealized +5.9%
DHR DANAHER CORP DEL 0.3%
Value ($000) $1,495 Shares 21,570 Est. Cost $27.40 Unrealized 0.0%
BEAM INC. 0.3%
Value ($000) $1,490 Shares 23,050 Est. Cost $63.14 Unrealized
ALTERA CORP 0.3%
Value ($000) $1,487 Shares 40,025 Est. Cost $33.13 Unrealized
DLTR DOLLAR TREE, INC. 0.3%
Value ($000) $1,467 Shares 25,660 Est. Cost $48.73 Unrealized +10.8%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,427 Shares 15,145 Est. Cost $63.06 Unrealized -3.1%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,361 Shares 27,050 Est. Cost $42.21 Unrealized -2.9%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $1,352 Shares 25,930 Est. Cost $36.50 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,344 Shares 15,527 Est. Cost $49.72 Unrealized -4.7%
NVS NOVARTIS AG-ADR 0.2%
Value ($000) $1,339 Shares 17,459 Est. Cost $70.73 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,338 Shares 19,870 Est. Cost $45.37 Unrealized +2.6%
TWENTY-FIRST CENTURY FOX INC C 0.2%
Value ($000) $1,328 Shares 39,625 Est. Cost $33.51 Unrealized
DWX SPDR S&P INT'L DIVIDEND ETF 0.2%
Value ($000) $1,291 Shares 27,680 Est. Cost $43.76 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,270 Shares 21,412 Est. Cost $44.38 Unrealized +0.4%
DU PONT E I DE NEMOURS 0.2%
Value ($000) $1,217 Shares 20,777 Est. Cost $52.59 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $1,169 Shares 18,850 Est. Cost $20.11 Unrealized +11.7%
IOO ISHARES S&P GLOBAL INDEX 100 0.2%
Value ($000) $1,163 Shares 16,160 Est. Cost $67.57 Unrealized
PPL PPL CORP. 0.2%
Value ($000) $1,153 Shares 37,950 Est. Cost $16.36 Unrealized +0.5%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,149 Shares 17,757 Est. Cost $40.09 Unrealized +9.3%
DIS WALT DISNEY CO 0.2%
Value ($000) $1,043 Shares 16,169 Est. Cost $56.11 Unrealized +1.5%
MOS MOSAIC CO 0.2%
Value ($000) $1,039 Shares 24,140 Est. Cost $46.11 Unrealized -21.2%
COLE REAL ESTATE INVTS INC COM 0.2%
Value ($000) $1,023 Shares 83,449 Est. Cost $12.26 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,010 Shares 15,118 Est. Cost $41.83 Unrealized -2.4%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,000 Shares 19,786 Est. Cost $37.12 Unrealized +3.9%
HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $979 Shares 19,345 Est. Cost $47.90 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $970 Shares 9,100 Est. Cost $61.55 Unrealized +13.9%
CVE CENOVUS ENERGY, INC. 0.2%
Value ($000) $968 Shares 32,420 Est. Cost $22.39 Unrealized +0.9%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $943 Shares 14,218 Est. Cost $64.00 Unrealized
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.2%
Value ($000) $940 Shares 14,767 Est. Cost $62.30 Unrealized
RAYTHEON CO 0.2%
Value ($000) $920 Shares 11,935 Est. Cost $66.11 Unrealized
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $860 Shares 14,080 Est. Cost $38.92 Unrealized +8.2%
KRAFT FOODS GROUP INC 0.2%
Value ($000) $804 Shares 15,327 Est. Cost $55.85 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $779 Shares 4,663 Est. Cost $59.61 Unrealized +8.4%
EIX EDISON INTL 0.1%
Value ($000) $757 Shares 16,425 Est. Cost $30.71 Unrealized -3.5%
LOW LOWES COS INC 0.1%
Value ($000) $699 Shares 14,680 Est. Cost $32.16 Unrealized +13.2%
MCK MCKESSON CORP 0.1%
Value ($000) $685 Shares 5,338 Est. Cost $101.46 Unrealized +10.6%
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $681 Shares 13,480 Est. Cost $47.67 Unrealized
IWM ISHARES TRUST RUSSELL 2000 IND 0.1%
Value ($000) $672 Shares 6,299 Est. Cost $97.00 Unrealized
CHUBB CORP 0.1%
Value ($000) $671 Shares 7,517 Est. Cost $84.61 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.1%
Value ($000) $655 Shares 15,576 Est. Cost $41.75 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $637 Shares 8,646 Est. Cost $63.81 Unrealized -6.7%
KINDER MORGAN ENERGY PARTNERS 0.1%
Value ($000) $635 Shares 7,952 Est. Cost $85.39 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $624 Shares 6,684 Est. Cost $71.14 Unrealized +16.6%
MICROS SYS INC COM 0.1%
Value ($000) $595 Shares 11,905 Est. Cost $43.15 Unrealized
POWERSHARES FTSE RAFI US 1000 0.1%
Value ($000) $576 Shares 7,625 Est. Cost $75.54 Unrealized
WEATHERFORD INTL INC 0.1%
Value ($000) $573 Shares 37,350 Est. Cost $13.75 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $566 Shares 5,657 Est. Cost $78.11 Unrealized +3.2%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $544 Shares 8,920 Est. Cost $62.11 Unrealized
RNR RENAISSANCE RE HLDGS 0.1%
Value ($000) $543 Shares 6,000 Est. Cost $88.61 Unrealized -1.5%
HAL HALLIBURTON CO 0.1%
Value ($000) $532 Shares 11,050 Est. Cost $33.21 Unrealized +12.4%
NWSA NEWS CORP NEW COM USD0.01 CL A 0.1%
Value ($000) $512 Shares 31,850 Est. Cost $13.63 Unrealized +2.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $502 Shares 6,493 Est. Cost $57.67 Unrealized -1.2%
T AT&T INC 0.1%
Value ($000) $492 Shares 14,557 Est. Cost $11.40 Unrealized -3.9%
BRIGGS & STRATTON CORP 0.1%
Value ($000) $491 Shares 24,400 Est. Cost $19.80 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $486 Shares 10,500 Est. Cost $28.67 Unrealized +1.9%
C CITIGROUP INC 0.1%
Value ($000) $476 Shares 9,820 Est. Cost $35.76 Unrealized +5.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $458 Shares 4,762 Est. Cost $71.80 Unrealized -1.7%
SO SOUTHERN CO 0.1%
Value ($000) $440 Shares 10,683 Est. Cost $26.74 Unrealized -5.3%
RYN RAYONIER INC 0.1%
Value ($000) $435 Shares 7,816 Est. Cost $55.40 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.1%
Value ($000) $430 Shares 5,750 Est. Cost $72.00 Unrealized
ALLEGHANY CORP DEL 0.1%
Value ($000) $426 Shares 1,040 Est. Cost $383.65 Unrealized
COUSINS PROPERTIES 0.1%
Value ($000) $407 Shares 39,540 Est. Cost $10.09 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.1%
Value ($000) $407 Shares 8,550 Est. Cost $43.04 Unrealized
ENERGEN CORP 0.1%
Value ($000) $400 Shares 5,235 Est. Cost $52.26 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $392 Shares 7,358 Est. Cost $51.52 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $385 Shares 10,303 Est. Cost $37.64 Unrealized
CAREFUSION CORP 0.1%
Value ($000) $382 Shares 10,350 Est. Cost $36.81 Unrealized
HARRIS CORP DEL 0.1%
Value ($000) $380 Shares 6,400 Est. Cost $49.22 Unrealized
VODAFONE GROUP PLC SP ADR 0.1%
Value ($000) $377 Shares 10,704 Est. Cost $28.78 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.1%
Value ($000) $365 Shares 8,950 Est. Cost $38.11 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $362 Shares 6,500 Est. Cost $21.67 Unrealized +8.2%
HVT/A HAVERTY FURN COS INC CLASS A 0.1%
Value ($000) $360 Shares 14,699 Est. Cost $11.86 Unrealized +7.7%
SANDERSON FARMS INC 0.1%
Value ($000) $359 Shares 5,500 Est. Cost $66.36 Unrealized
GLW CORNING INC 0.1%
Value ($000) $356 Shares 24,400 Est. Cost $10.50 Unrealized +2.3%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $341 Shares 2 Est. Cost $165023.42 Unrealized +4.8%
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.1%
Value ($000) $339 Shares 5,997 Est. Cost $48.11 Unrealized +16.8%
MET METLIFE, INC. 0.1%
Value ($000) $335 Shares 7,132 Est. Cost $24.43 Unrealized +17.9%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $335 Shares 3,355 Est. Cost $99.85 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $333 Shares 4,600 Est. Cost $45.09 Unrealized +7.2%
RRC RANGE RES CORP COM 0.1%
Value ($000) $332 Shares 4,380 Est. Cost $76.33 Unrealized +2.3%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $324 Shares 13,500 Est. Cost $15.27 Unrealized +1.2%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $322 Shares 5,000 Est. Cost $27.55 Unrealized -11.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $322 Shares 9,368 Est. Cost $16.28 Unrealized -0.7%
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $319 Shares 8,450 Est. Cost $39.35 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $314 Shares 5,431 Est. Cost $40.44 Unrealized -7.3%
POWERSHARES INTL DIV 0.1%
Value ($000) $314 Shares 18,200 Est. Cost $16.32 Unrealized
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $305 Shares 2,850 Est. Cost $100.35 Unrealized
NABORS INDS INC 0.1%
Value ($000) $304 Shares 18,950 Est. Cost $15.29 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $296 Shares 8,500 Est. Cost $34.54 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.1%
Value ($000) $289 Shares 4,350 Est. Cost $63.91 Unrealized
COLFAX CORPORATION 0.1%
Value ($000) $275 Shares 4,860 Est. Cost $52.66 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.1%
Value ($000) $274 Shares 2,175 Est. Cost $111.56 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $262 Shares 1,545 Est. Cost $46.52 Unrealized +21.2%
BARD C R INC 0.0%
Value ($000) $259 Shares 2,250 Est. Cost $108.89 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $258 Shares 3,619 Est. Cost $38.97 Unrealized +5.2%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $252 Shares 5,386 Est. Cost $46.66 Unrealized
APACHE CORP 0.0%
Value ($000) $251 Shares 2,945 Est. Cost $83.85 Unrealized
D DOMINION RES VA NEW 0.0%
Value ($000) $251 Shares 4,025 Est. Cost $34.53 Unrealized +2.3%
CPT CAMDEN PROPERTY TRUST 0.0%
Value ($000) $246 Shares 4,000 Est. Cost $42.93 Unrealized -3.7%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $238 Shares 7,175 Est. Cost $16.65 Unrealized -0.4%
EXC EXELON CORPORATION 0.0%
Value ($000) $238 Shares 8,035 Est. Cost $14.03 Unrealized 0.0%
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $231 Shares 28,450 Est. Cost $8.12 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $229 Shares 4,270 Est. Cost $31.42 Unrealized -3.4%
CSCO CISCO SYS INC 0.0%
Value ($000) $229 Shares 9,770 Est. Cost $15.24 Unrealized +11.1%
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $226 Shares 4,000 Est. Cost $54.50 Unrealized
MARKET VECTORS EFT TR GOLD MIN 0.0%
Value ($000) $223 Shares 8,925 Est. Cost $24.52 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $219 Shares 2,686 Est. Cost $59.35 Unrealized 0.0%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $218 Shares 3,240 Est. Cost $62.04 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $215 Shares 4,290 Est. Cost $50.12 Unrealized
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $214 Shares 5,550 Est. Cost $38.56 Unrealized
HVT HAVERTY FURNITURE INC COM 0.0%
Value ($000) $214 Shares 8,733 Est. Cost $23.50 Unrealized +7.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $214 Shares 2,250 Est. Cost $62.64 Unrealized +19.5%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $214 Shares 2,105 Est. Cost $103.56 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $208 Shares 1,858 Est. Cost $76.98 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $207 Shares 2,365 Est. Cost $87.53 Unrealized
AGL RES INC 0.0%
Value ($000) $204 Shares 4,439 Est. Cost $45.96 Unrealized
TOTAL FINA S.A.-SPONSORED ADR 0.0%
Value ($000) $203 Shares 3,500 Est. Cost $58.00 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $201 Shares 2,183 Est. Cost $83.86 Unrealized 0.0%
INTERPUBLIC GROUP COS 0.0%
Value ($000) $185 Shares 10,750 Est. Cost $9.16 Unrealized +15.0%
BELO A H CORP DEL COM SER A 0.0%
Value ($000) $144 Shares 10,500 Est. Cost $13.94 Unrealized
SEBC SOUTHEASTERN BANKING CORP. 0.0%
Value ($000) $82 Shares 10,644 Est. Cost $3.45 Unrealized +54.1%
SINTANA ENERGY INC COM 0.0%
Value ($000) $15 Shares 150,000 Est. Cost $0.10 Unrealized
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