MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Mar 5, 2014

Total Value ($000): $582,146 (100.0% shares, 0.0% debt)

Holdings (225)

MDY SPDR S&P MID-CAP 400 ETF TRUST 5.1%
Value ($000) $29,801 Shares 122,035 Est. Cost $210.63 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 4.1%
Value ($000) $23,629 Shares 127,940 Est. Cost $161.33 Unrealized
AIG AMERICAN INTL GROUP 2.5%
Value ($000) $14,413 Shares 282,330 Est. Cost $32.51 Unrealized +16.5%
KO COCA COLA CO 2.2%
Value ($000) $12,716 Shares 307,825 Est. Cost $27.85 Unrealized -3.3%
VGK VANGUARD MSCI EUROPE ETF 2.0%
Value ($000) $11,549 Shares 196,404 Est. Cost $54.84 Unrealized
VEA VANGUARD TAX MANAGED INTL FD F 1.6%
Value ($000) $9,209 Shares 220,953 Est. Cost $39.71 Unrealized
REALOGY HOLDINGS CORP. 1.5%
Value ($000) $8,895 Shares 179,799 Est. Cost $43.02 Unrealized
WY WEYERHAEUSER CO 1.5%
Value ($000) $8,514 Shares 269,695 Est. Cost $18.10 Unrealized +4.0%
GENERAL ELEC CO 1.5%
Value ($000) $8,477 Shares 302,414 Est. Cost $24.85 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $8,320 Shares 90,840 Est. Cost $59.82 Unrealized +9.9%
CHRW C H ROBINSON WORLDWIDE INC 1.4%
Value ($000) $8,316 Shares 142,527 Est. Cost $42.93 Unrealized +2.7%
EXPRESS SCRIPTS HOLDING CO. 1.4%
Value ($000) $8,300 Shares 118,169 Est. Cost $61.74 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 1.4%
Value ($000) $8,277 Shares 91,956 Est. Cost $43.35 Unrealized +43.9%
IBM INTERNATIONAL BUS MACH 1.4%
Value ($000) $8,230 Shares 43,876 Est. Cost $118.83 Unrealized -10.5%
PFE PFIZER INC 1.4%
Value ($000) $8,148 Shares 266,018 Est. Cost $16.48 Unrealized +7.0%
SPECTRUM BRANDS, INC. 1.4%
Value ($000) $8,084 Shares 114,585 Est. Cost $58.06 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 1.4%
Value ($000) $8,053 Shares 107,033 Est. Cost $66.38 Unrealized
GOOGLE, INC. 1.4%
Value ($000) $8,002 Shares 7,140 Est. Cost $880.23 Unrealized
IWB ISHARES RUSSELL 1000 INDEX 1.3%
Value ($000) $7,806 Shares 75,660 Est. Cost $89.93 Unrealized
EFX EQUIFAX INC 1.3%
Value ($000) $7,422 Shares 107,419 Est. Cost $53.08 Unrealized +8.5%
ADBE ADOBE SYSTEMS INC 1.3%
Value ($000) $7,328 Shares 122,375 Est. Cost $44.30 Unrealized +24.7%
BA BOEING CO 1.2%
Value ($000) $6,949 Shares 50,909 Est. Cost $80.37 Unrealized +38.0%
IVV ISHARES TRUST S&P 500 INDEX 1.2%
Value ($000) $6,901 Shares 37,171 Est. Cost $167.96 Unrealized
WALGREEN CO 1.1%
Value ($000) $6,497 Shares 113,115 Est. Cost $44.20 Unrealized
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $6,472 Shares 71,826 Est. Cost $55.98 Unrealized +16.2%
CTRA CABOT OIL & GAS CORP COM 1.1%
Value ($000) $6,437 Shares 166,080 Est. Cost $25.54 Unrealized +1.1%
VO VANGUARD MID CAP ETF 1.1%
Value ($000) $6,133 Shares 55,743 Est. Cost $95.15 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 1.0%
Value ($000) $5,973 Shares 83,829 Est. Cost $62.67 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $5,881 Shares 71,425 Est. Cost $56.89 Unrealized +3.2%
DEO DIAGEO PLC-SPONSORED ADR NEW 1.0%
Value ($000) $5,823 Shares 43,973 Est. Cost $114.96 Unrealized
OMC OMNICOM GROUP INC 1.0%
Value ($000) $5,589 Shares 75,150 Est. Cost $40.69 Unrealized +13.5%
CRANE COMPANY 0.9%
Value ($000) $5,437 Shares 80,850 Est. Cost $60.63 Unrealized
VMC VULCAN MATLS CO 0.9%
Value ($000) $5,433 Shares 91,435 Est. Cost $45.33 Unrealized +10.9%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $5,183 Shares 63,669 Est. Cost $55.08 Unrealized +5.3%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $5,155 Shares 50,938 Est. Cost $53.79 Unrealized +4.0%
AAPL APPLE COMPUTER INC 0.9%
Value ($000) $5,013 Shares 8,936 Est. Cost $13.16 Unrealized +24.4%
CVS CVS CAREMARK CORP. 0.8%
Value ($000) $4,834 Shares 67,538 Est. Cost $41.44 Unrealized +11.8%
NSRGY NESTLE S A - ADR REG SHS 0.8%
Value ($000) $4,708 Shares 64,126 Est. Cost $65.59 Unrealized
WILLIS GROUP HOLDINGS PLC 0.8%
Value ($000) $4,638 Shares 103,500 Est. Cost $40.78 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.8%
Value ($000) $4,552 Shares 92,244 Est. Cost $36.65 Unrealized +10.0%
PEP PEPSICO INC 0.8%
Value ($000) $4,524 Shares 54,542 Est. Cost $56.04 Unrealized +3.1%
CVX CHEVRON TEXACO CORP 0.8%
Value ($000) $4,375 Shares 35,025 Est. Cost $71.36 Unrealized +1.6%
CF CF INDUSTRIES HLDGS, INC. 0.7%
Value ($000) $4,351 Shares 18,670 Est. Cost $28.42 Unrealized +10.8%
WMT WAL MART STORES INC 0.7%
Value ($000) $4,297 Shares 54,602 Est. Cost $19.98 Unrealized +1.8%
CBRE CBRE GROUP, INC. 0.7%
Value ($000) $4,229 Shares 160,780 Est. Cost $23.79 Unrealized +0.0%
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $4,031 Shares 88,779 Est. Cost $28.04 Unrealized +9.7%
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $3,980 Shares 68,065 Est. Cost $36.29 Unrealized +9.2%
DIA SPDR DJIA TRUST 0.7%
Value ($000) $3,964 Shares 23,955 Est. Cost $148.56 Unrealized
FISV FISERV INC 0.7%
Value ($000) $3,893 Shares 65,926 Est. Cost $24.34 Unrealized +10.8%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $3,843 Shares 246,835 Est. Cost $10.15 Unrealized +15.1%
COF CAPITAL ONE FINANCIAL CORP. 0.6%
Value ($000) $3,559 Shares 46,454 Est. Cost $47.00 Unrealized +22.0%
RIG TRANSOCEAN LTD. 0.6%
Value ($000) $3,499 Shares 70,806 Est. Cost $50.78 Unrealized -3.6%
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $3,466 Shares 48,630 Est. Cost $64.34 Unrealized
SUNTRUST BKS INC 0.6%
Value ($000) $3,458 Shares 93,947 Est. Cost $31.57 Unrealized
ACN ACCENTURE PLC 0.6%
Value ($000) $3,379 Shares 41,096 Est. Cost $62.02 Unrealized -0.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.6%
Value ($000) $3,294 Shares 27,784 Est. Cost $110.02 Unrealized +5.1%
GLD SPDR GOLD TRUST 0.6%
Value ($000) $3,287 Shares 28,310 Est. Cost $119.11 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $3,283 Shares 65,593 Est. Cost $30.02 Unrealized +4.2%
ABBVIE INC. 0.6%
Value ($000) $3,270 Shares 61,914 Est. Cost $41.52 Unrealized
NVS NOVARTIS AG-ADR 0.6%
Value ($000) $3,244 Shares 40,354 Est. Cost $76.21 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $3,150 Shares 43,377 Est. Cost $67.12 Unrealized
KRE KBW REGIONAL BANKING ETF 0.5%
Value ($000) $3,005 Shares 74,000 Est. Cost $33.88 Unrealized
EOG EOG RESOURCES INC 0.5%
Value ($000) $2,949 Shares 17,570 Est. Cost $60.94 Unrealized +2.3%
STT STATE STREET CORP 0.5%
Value ($000) $2,934 Shares 39,975 Est. Cost $44.60 Unrealized +13.5%
POWERSHARES S&P HIGH QUALITY E 0.5%
Value ($000) $2,911 Shares 142,618 Est. Cost $17.86 Unrealized
GPC GENUINE PARTS CO 0.5%
Value ($000) $2,908 Shares 34,953 Est. Cost $54.12 Unrealized +5.7%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,872 Shares 7,203 Est. Cost $14.90 Unrealized +20.6%
IJH ISHARES TRUST S&P MIDCAP 400 0.5%
Value ($000) $2,869 Shares 21,440 Est. Cost $116.68 Unrealized
RWT REDWOOD TRUST, INC. 0.5%
Value ($000) $2,856 Shares 147,453 Est. Cost $17.00 Unrealized
NKE NIKE INC CL B 0.5%
Value ($000) $2,846 Shares 36,188 Est. Cost $26.53 Unrealized +23.9%
DVA DAVITA INC 0.5%
Value ($000) $2,818 Shares 44,470 Est. Cost $59.08 Unrealized -0.7%
TALISMAN ENERGY INC COM 0.5%
Value ($000) $2,817 Shares 241,840 Est. Cost $11.44 Unrealized
FIDELITY NATIONAL FINANCIAL, I 0.5%
Value ($000) $2,760 Shares 85,058 Est. Cost $32.45 Unrealized
WRB WR BERKLEY CORP 0.5%
Value ($000) $2,705 Shares 62,340 Est. Cost $9.58 Unrealized +2.5%
PHARMACEUTICAL HOLDERS TRUST 0.5%
Value ($000) $2,622 Shares 49,370 Est. Cost $45.48 Unrealized
MICROS SYS INC COM 0.4%
Value ($000) $2,561 Shares 44,642 Est. Cost $53.58 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,551 Shares 33,873 Est. Cost $50.75 Unrealized +16.4%
VFC V F CORP 0.4%
Value ($000) $2,531 Shares 40,600 Est. Cost $49.70 Unrealized +4.9%
UNITED TECHNOLOGIES CP 0.4%
Value ($000) $2,505 Shares 22,012 Est. Cost $92.93 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS 0.4%
Value ($000) $2,455 Shares 72,040 Est. Cost $24.24 Unrealized
CIT GROUP INC 0.4%
Value ($000) $2,391 Shares 45,875 Est. Cost $46.91 Unrealized
COP CONOCOPHILIPS 0.4%
Value ($000) $2,338 Shares 33,099 Est. Cost $39.96 Unrealized +21.1%
TIME WARNER CABLE - A 0.4%
Value ($000) $2,336 Shares 17,240 Est. Cost $112.45 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $2,328 Shares 44,670 Est. Cost $37.24 Unrealized +1.1%
MMM 3M CO 0.4%
Value ($000) $2,322 Shares 16,558 Est. Cost $61.26 Unrealized +18.6%
DG DOLLAR GEN CORP NEW COM 0.4%
Value ($000) $2,288 Shares 37,930 Est. Cost $45.09 Unrealized +13.3%
ABT ABBOTT LABS 0.4%
Value ($000) $2,268 Shares 59,178 Est. Cost $28.78 Unrealized +1.6%
MKL MARKEL CORP 0.4%
Value ($000) $2,241 Shares 3,862 Est. Cost $523.59 Unrealized +3.6%
PARTNER RE LTD 0.4%
Value ($000) $2,196 Shares 20,825 Est. Cost $90.57 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,193 Shares 14,751 Est. Cost $72.69 Unrealized +33.7%
LEN LENNAR CORP 0.4%
Value ($000) $2,174 Shares 54,950 Est. Cost $30.45 Unrealized 0.0%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,101 Shares 26,804 Est. Cost $24.37 Unrealized +28.1%
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $2,057 Shares 22,425 Est. Cost $27.00 Unrealized -0.6%
NORTHEAST UTILITIES 0.3%
Value ($000) $1,999 Shares 47,165 Est. Cost $42.02 Unrealized
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $1,953 Shares 30,250 Est. Cost $68.39 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.3%
Value ($000) $1,943 Shares 39,400 Est. Cost $23.49 Unrealized +31.4%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $1,844 Shares 17,546 Est. Cost $55.38 Unrealized +16.4%
PCG PG&E CORP 0.3%
Value ($000) $1,822 Shares 45,225 Est. Cost $38.88 Unrealized -9.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,763 Shares 49,942 Est. Cost $23.16 Unrealized +10.2%
SENIOR HSG PPTYS TR SH BEN INT 0.3%
Value ($000) $1,755 Shares 78,955 Est. Cost $25.94 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,690 Shares 18,492 Est. Cost $53.13 Unrealized +14.5%
EATON VANCE CORP COM NON VTG 0.3%
Value ($000) $1,674 Shares 39,125 Est. Cost $37.60 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,667 Shares 19,470 Est. Cost $14.15 Unrealized +8.1%
DHR DANAHER CORP DEL 0.3%
Value ($000) $1,665 Shares 21,570 Est. Cost $27.40 Unrealized +8.4%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,582 Shares 15,145 Est. Cost $63.06 Unrealized +5.2%
DIS WALT DISNEY CO 0.3%
Value ($000) $1,548 Shares 20,256 Est. Cost $57.24 Unrealized +7.8%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,547 Shares 12,994 Est. Cost $86.56 Unrealized +9.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,535 Shares 20,670 Est. Cost $45.57 Unrealized +10.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,396 Shares 21,412 Est. Cost $44.38 Unrealized +9.1%
TGT TARGET CORP 0.2%
Value ($000) $1,362 Shares 21,524 Est. Cost $47.95 Unrealized -7.0%
DWX SPDR S&P INT'L DIVIDEND ETF 0.2%
Value ($000) $1,361 Shares 28,680 Est. Cost $43.89 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,345 Shares 15,437 Est. Cost $49.72 Unrealized -3.8%
DU PONT E I DE NEMOURS 0.2%
Value ($000) $1,316 Shares 20,249 Est. Cost $52.59 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $1,259 Shares 18,850 Est. Cost $20.11 Unrealized +22.4%
TWENTY-FIRST CENTURY FOX INC C 0.2%
Value ($000) $1,256 Shares 35,715 Est. Cost $33.51 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,248 Shares 17,779 Est. Cost $40.09 Unrealized +20.2%
IOO ISHARES S&P GLOBAL INDEX 100 0.2%
Value ($000) $1,210 Shares 15,660 Est. Cost $67.57 Unrealized
DLTR DOLLAR TREE, INC. 0.2%
Value ($000) $1,199 Shares 21,250 Est. Cost $48.73 Unrealized +18.2%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,079 Shares 19,786 Est. Cost $37.12 Unrealized +10.7%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $1,067 Shares 6 Est. Cost $170664.90 Unrealized +1.7%
AMC NETWORKS INC CL A 0.2%
Value ($000) $1,063 Shares 15,600 Est. Cost $65.63 Unrealized
HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,061 Shares 19,145 Est. Cost $47.90 Unrealized
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.2%
Value ($000) $1,038 Shares 15,100 Est. Cost $62.44 Unrealized
MOS MOSAIC CO 0.2%
Value ($000) $1,026 Shares 21,700 Est. Cost $46.11 Unrealized -21.2%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,017 Shares 9,100 Est. Cost $61.55 Unrealized +21.6%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $1,014 Shares 14,218 Est. Cost $64.00 Unrealized
POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $990 Shares 11,935 Est. Cost $78.22 Unrealized
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $990 Shares 14,080 Est. Cost $38.92 Unrealized +24.7%
R RYDER SYS INC 0.2%
Value ($000) $985 Shares 13,350 Est. Cost $66.27 Unrealized 0.0%
COLE REAL ESTATE INVTS INC COM 0.2%
Value ($000) $951 Shares 67,725 Est. Cost $12.26 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $884 Shares 4,663 Est. Cost $59.61 Unrealized +22.5%
MCK MCKESSON CORP 0.1%
Value ($000) $862 Shares 5,338 Est. Cost $101.46 Unrealized +38.5%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $851 Shares 12,333 Est. Cost $41.83 Unrealized +1.2%
BP BP AMOCO PLC - SPONS ADR 0.1%
Value ($000) $845 Shares 17,376 Est. Cost $42.46 Unrealized
PPL PPL CORP. 0.1%
Value ($000) $841 Shares 27,950 Est. Cost $16.36 Unrealized +0.0%
CVE CENOVUS ENERGY, INC. 0.1%
Value ($000) $829 Shares 28,920 Est. Cost $22.39 Unrealized +0.2%
SSD SIMPSON MANUFACTURING CO. 0.1%
Value ($000) $823 Shares 22,402 Est. Cost $29.91 Unrealized 0.0%
KRAFT FOODS GROUP INC 0.1%
Value ($000) $804 Shares 14,911 Est. Cost $55.85 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $772 Shares 16,665 Est. Cost $30.70 Unrealized -2.9%
LOW LOWES COS INC 0.1%
Value ($000) $767 Shares 15,480 Est. Cost $32.52 Unrealized +20.3%
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $754 Shares 13,480 Est. Cost $47.67 Unrealized
CAR AVIS BUDGET GROUP INC. 0.1%
Value ($000) $752 Shares 18,600 Est. Cost $28.40 Unrealized +12.1%
IWM ISHARES TRUST RUSSELL 2000 IND 0.1%
Value ($000) $727 Shares 6,299 Est. Cost $97.00 Unrealized
CHUBB CORP 0.1%
Value ($000) $726 Shares 7,517 Est. Cost $84.61 Unrealized
V VISA INC - CLASS A 0.1%
Value ($000) $708 Shares 3,179 Est. Cost $46.29 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value ($000) $690 Shares 6,684 Est. Cost $71.14 Unrealized +24.9%
RAYTHEON CO 0.1%
Value ($000) $685 Shares 7,552 Est. Cost $66.11 Unrealized
ALTERA CORP 0.1%
Value ($000) $632 Shares 19,425 Est. Cost $33.13 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $625 Shares 5,657 Est. Cost $78.11 Unrealized +9.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $598 Shares 6,444 Est. Cost $57.67 Unrealized +13.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $598 Shares 6,162 Est. Cost $71.39 Unrealized -1.9%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $591 Shares 8,920 Est. Cost $62.11 Unrealized
RNR RENAISSANCE RE HLDGS 0.1%
Value ($000) $584 Shares 6,000 Est. Cost $88.61 Unrealized +5.1%
HAL HALLIBURTON CO 0.1%
Value ($000) $561 Shares 11,050 Est. Cost $33.21 Unrealized +24.3%
WEATHERFORD INTL INC 0.1%
Value ($000) $559 Shares 36,100 Est. Cost $13.75 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $558 Shares 10,500 Est. Cost $28.67 Unrealized +19.2%
NWSA NEWS CORP NEW COM USD0.01 CL A 0.1%
Value ($000) $548 Shares 30,395 Est. Cost $13.63 Unrealized +11.2%
KINDER MORGAN ENERGY PARTNERS 0.1%
Value ($000) $548 Shares 6,798 Est. Cost $85.39 Unrealized
T AT&T INC 0.1%
Value ($000) $501 Shares 14,257 Est. Cost $11.40 Unrealized -2.0%
L BRANDS, INC 0.1%
Value ($000) $493 Shares 7,975 Est. Cost $49.26 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.1%
Value ($000) $474 Shares 5,750 Est. Cost $72.00 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $468 Shares 4,285 Est. Cost $101.88 Unrealized
VODAFONE GROUP PLC SP ADR 0.1%
Value ($000) $467 Shares 11,887 Est. Cost $29.82 Unrealized
GLW CORNING INC 0.1%
Value ($000) $466 Shares 26,147 Est. Cost $10.60 Unrealized +13.6%
HVT/A HAVERTY FURN COS INC CLASS A 0.1%
Value ($000) $458 Shares 14,699 Est. Cost $11.86 Unrealized +18.5%
HARRIS CORP DEL 0.1%
Value ($000) $447 Shares 6,400 Est. Cost $49.22 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $445 Shares 7,758 Est. Cost $51.83 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $439 Shares 10,673 Est. Cost $26.74 Unrealized -8.1%
ALLEGHANY CORP DEL 0.1%
Value ($000) $416 Shares 1,040 Est. Cost $383.65 Unrealized
CAREFUSION CORP 0.1%
Value ($000) $412 Shares 10,350 Est. Cost $36.81 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $407 Shares 5,281 Est. Cost $40.44 Unrealized +7.4%
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) $400 Shares 8,550 Est. Cost $43.04 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $398 Shares 5,500 Est. Cost $66.36 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $385 Shares 6,500 Est. Cost $21.67 Unrealized +10.8%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $372 Shares 4,600 Est. Cost $45.09 Unrealized +14.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $356 Shares 9,278 Est. Cost $16.28 Unrealized +5.3%
RRC RANGE RES CORP COM 0.1%
Value ($000) $352 Shares 4,180 Est. Cost $76.33 Unrealized +1.9%
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.1%
Value ($000) $342 Shares 5,300 Est. Cost $48.11 Unrealized +25.0%
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $340 Shares 8,450 Est. Cost $39.35 Unrealized
ENERGEN CORP 0.1%
Value ($000) $335 Shares 4,736 Est. Cost $52.26 Unrealized
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $332 Shares 2,850 Est. Cost $100.35 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.1%
Value ($000) $328 Shares 4,350 Est. Cost $63.91 Unrealized
COLFAX CORPORATION 0.1%
Value ($000) $326 Shares 5,116 Est. Cost $53.22 Unrealized
BEAM INC. 0.1%
Value ($000) $320 Shares 4,700 Est. Cost $63.14 Unrealized
VWO VANGUARD EMERGING MARKETS 0.1%
Value ($000) $312 Shares 7,589 Est. Cost $41.11 Unrealized
SPRINT NEXTEL CORP 0.1%
Value ($000) $311 Shares 28,900 Est. Cost $10.76 Unrealized
BARD C R INC 0.1%
Value ($000) $301 Shares 2,250 Est. Cost $108.89 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $300 Shares 8,500 Est. Cost $34.54 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.1%
Value ($000) $295 Shares 2,175 Est. Cost $111.56 Unrealized
DIGITALGLOBE, INC. 0.0%
Value ($000) $288 Shares 7,000 Est. Cost $41.14 Unrealized
WISDOMTREE INVESTMENTS 0.0%
Value ($000) $281 Shares 15,870 Est. Cost $17.71 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $280 Shares 2,458 Est. Cost $77.99 Unrealized +4.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $274 Shares 3,619 Est. Cost $38.97 Unrealized +4.9%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $269 Shares 5,950 Est. Cost $38.11 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $263 Shares 10,127 Est. Cost $17.92 Unrealized 0.0%
HVT HAVERTY FURNITURE INC COM 0.0%
Value ($000) $259 Shares 8,283 Est. Cost $23.50 Unrealized +17.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $258 Shares 2,250 Est. Cost $62.64 Unrealized +39.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $256 Shares 2,824 Est. Cost $69.27 Unrealized 0.0%
APACHE CORP 0.0%
Value ($000) $253 Shares 2,945 Est. Cost $83.85 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $253 Shares 4,000 Est. Cost $54.50 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $253 Shares 7,175 Est. Cost $16.65 Unrealized +5.5%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $251 Shares 5,386 Est. Cost $46.66 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $249 Shares 2,686 Est. Cost $59.35 Unrealized +7.5%
RYN RAYONIER INC 0.0%
Value ($000) $248 Shares 5,900 Est. Cost $55.40 Unrealized
NABORS INDS INC 0.0%
Value ($000) $247 Shares 14,550 Est. Cost $15.29 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $239 Shares 2,183 Est. Cost $83.86 Unrealized +16.7%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $230 Shares 2,397 Est. Cost $87.64 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $229 Shares 6,028 Est. Cost $37.64 Unrealized
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $229 Shares 28,450 Est. Cost $8.12 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $229 Shares 4,290 Est. Cost $50.12 Unrealized
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $229 Shares 5,550 Est. Cost $38.56 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $228 Shares 6,088 Est. Cost $30.02 Unrealized 0.0%
CPT CAMDEN PROPERTY TRUST 0.0%
Value ($000) $228 Shares 4,000 Est. Cost $42.93 Unrealized -11.8%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $227 Shares 3,240 Est. Cost $62.04 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $221 Shares 4,270 Est. Cost $31.42 Unrealized -6.9%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $221 Shares 4,500 Est. Cost $44.20 Unrealized 0.0%
TOTAL FINA S.A.-SPONSORED ADR 0.0%
Value ($000) $214 Shares 3,500 Est. Cost $58.00 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $213 Shares 2,105 Est. Cost $103.56 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $208 Shares 9,265 Est. Cost $15.24 Unrealized -0.2%
BWA BORGWARNER, INC. 0.0%
Value ($000) $201 Shares 3,600 Est. Cost $38.93 Unrealized 0.0%
SEBC SOUTHEASTERN BANKING CORP. 0.0%
Value ($000) $79 Shares 10,644 Est. Cost $3.45 Unrealized +35.6%
SINTANA ENERGY INC COM 0.0%
Value ($000) $11 Shares 150,000 Est. Cost $0.10 Unrealized
GLOBAL ENERGY HOLDINGS GROUP 0.0%
Value ($000) $0 Shares 11,700 Est. Cost Unrealized
U.S. TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized