MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 6, 2014

Total Value ($000): $591,671 (100.0% shares, 0.0% debt)

Holdings (233)

MDY SPDR S&P MID-CAP 400 ETF TRUST 5.1%
Value ($000) $30,134 Shares 120,260 Est. Cost $210.63 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 3.8%
Value ($000) $22,493 Shares 120,279 Est. Cost $161.33 Unrealized
KO COCA COLA CO 2.3%
Value ($000) $13,682 Shares 353,916 Est. Cost $27.69 Unrealized -4.1%
VGK VANGUARD MSCI EUROPE ETF 2.0%
Value ($000) $11,764 Shares 199,564 Est. Cost $54.91 Unrealized
IBM INTERNATIONAL BUS MACH 1.7%
Value ($000) $10,031 Shares 52,111 Est. Cost $117.31 Unrealized -6.9%
AIG AMERICAN INTL GROUP 1.7%
Value ($000) $9,787 Shares 195,705 Est. Cost $32.51 Unrealized +16.5%
VMC VULCAN MATLS CO 1.6%
Value ($000) $9,590 Shares 144,318 Est. Cost $50.03 Unrealized +16.2%
SPECTRUM BRANDS, INC. 1.5%
Value ($000) $9,059 Shares 113,660 Est. Cost $58.06 Unrealized
EXPRESS SCRIPTS HOLDING CO. 1.5%
Value ($000) $8,823 Shares 117,494 Est. Cost $61.74 Unrealized
IVV ISHARES TRUST S&P 500 INDEX 1.4%
Value ($000) $8,391 Shares 44,601 Est. Cost $171.32 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $8,374 Shares 85,245 Est. Cost $59.82 Unrealized +11.4%
REALOGY HOLDINGS CORP. 1.4%
Value ($000) $8,170 Shares 188,040 Est. Cost $43.04 Unrealized
GENERAL ELEC CO 1.4%
Value ($000) $8,145 Shares 314,600 Est. Cost $24.89 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $8,061 Shares 250,953 Est. Cost $16.48 Unrealized +10.5%
HII HUNTINGTON INGALLS INDUSTRIES 1.4%
Value ($000) $8,055 Shares 78,766 Est. Cost $43.35 Unrealized +80.7%
IWB ISHARES RUSSELL 1000 INDEX 1.3%
Value ($000) $7,927 Shares 75,660 Est. Cost $89.93 Unrealized
EFX EQUIFAX INC 1.3%
Value ($000) $7,801 Shares 114,669 Est. Cost $53.66 Unrealized +15.8%
VIG VANGUARD DIVIDEND APPRECIATION 1.3%
Value ($000) $7,667 Shares 101,918 Est. Cost $66.38 Unrealized
WALGREEN CO 1.3%
Value ($000) $7,406 Shares 112,165 Est. Cost $44.20 Unrealized
RYDEX S&P EQUAL WEIGHT ETF 1.2%
Value ($000) $7,358 Shares 100,814 Est. Cost $64.41 Unrealized
SWKS SKYWORKS SOLUTIONS INC 1.2%
Value ($000) $7,069 Shares 188,410 Est. Cost $26.27 Unrealized 0.0%
GOOGLE, INC. CL A 1.2%
Value ($000) $7,033 Shares 6,310 Est. Cost $880.23 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $6,724 Shares 84,975 Est. Cost $57.42 Unrealized +4.9%
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $5,956 Shares 52,443 Est. Cost $95.15 Unrealized
C CITIGROUP INC 1.0%
Value ($000) $5,764 Shares 121,085 Est. Cost $37.14 Unrealized -0.2%
WY WEYERHAEUSER CO 0.9%
Value ($000) $5,594 Shares 190,596 Est. Cost $18.10 Unrealized +5.1%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $5,589 Shares 85,010 Est. Cost $44.30 Unrealized +44.8%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $5,420 Shares 55,492 Est. Cost $54.15 Unrealized +7.3%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.9%
Value ($000) $5,381 Shares 43,193 Est. Cost $114.96 Unrealized
KMX CARMAX, INC. 0.9%
Value ($000) $5,373 Shares 114,805 Est. Cost $46.71 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.9%
Value ($000) $5,332 Shares 73,450 Est. Cost $40.69 Unrealized +22.2%
CTRA CABOT OIL & GAS CORP COM 0.9%
Value ($000) $5,193 Shares 153,280 Est. Cost $25.54 Unrealized +4.6%
BA BOEING CO 0.9%
Value ($000) $5,180 Shares 41,279 Est. Cost $80.37 Unrealized +39.0%
MAR MARRIOTT INTL INC NEW CL A 0.9%
Value ($000) $5,168 Shares 92,244 Est. Cost $36.65 Unrealized +25.2%
CVS CVS CAREMARK CORP. 0.8%
Value ($000) $4,895 Shares 65,388 Est. Cost $41.44 Unrealized +23.3%
SUNTRUST BKS INC 0.8%
Value ($000) $4,814 Shares 120,987 Est. Cost $33.41 Unrealized
CF CF INDUSTRIES HLDGS, INC. 0.8%
Value ($000) $4,797 Shares 18,405 Est. Cost $28.42 Unrealized +23.9%
AAPL APPLE COMPUTER INC 0.8%
Value ($000) $4,788 Shares 8,921 Est. Cost $13.16 Unrealized +26.0%
CVX CHEVRON TEXACO CORP 0.8%
Value ($000) $4,730 Shares 39,778 Est. Cost $71.24 Unrealized -1.2%
VEA VANGUARD FTSE DEVELOPED MARKET 0.8%
Value ($000) $4,558 Shares 110,450 Est. Cost $39.71 Unrealized
MAS MASCO CORP 0.8%
Value ($000) $4,499 Shares 202,580 Est. Cost $16.53 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $4,419 Shares 88,833 Est. Cost $28.04 Unrealized +19.2%
NSRGY NESTLE S A - ADR REG SHS 0.7%
Value ($000) $4,281 Shares 56,826 Est. Cost $65.59 Unrealized
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $4,256 Shares 43,651 Est. Cost $55.98 Unrealized +17.0%
WILLIS GROUP HOLDINGS PLC 0.7%
Value ($000) $4,179 Shares 94,700 Est. Cost $40.78 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $4,079 Shares 48,845 Est. Cost $56.04 Unrealized +1.5%
MRK MERCK & CO INC 0.7%
Value ($000) $4,064 Shares 71,593 Est. Cost $30.50 Unrealized +17.2%
MICROS SYS INC COM 0.7%
Value ($000) $4,056 Shares 76,630 Est. Cost $53.31 Unrealized
CRANE COMPANY 0.7%
Value ($000) $4,052 Shares 56,950 Est. Cost $60.63 Unrealized
MKL MARKEL CORP 0.7%
Value ($000) $3,947 Shares 6,622 Est. Cost $542.76 Unrealized +4.9%
MLM MARTIN MARIETTA MATERIALS INC 0.7%
Value ($000) $3,938 Shares 30,685 Est. Cost $104.25 Unrealized 0.0%
DIA SPDR DJIA TRUST 0.7%
Value ($000) $3,921 Shares 23,875 Est. Cost $148.56 Unrealized
WMT WAL MART STORES INC 0.7%
Value ($000) $3,900 Shares 51,027 Est. Cost $19.98 Unrealized -0.4%
FISV FISERV INC 0.6%
Value ($000) $3,737 Shares 65,926 Est. Cost $24.34 Unrealized +17.5%
NVS NOVARTIS AG-ADR 0.6%
Value ($000) $3,704 Shares 43,564 Est. Cost $76.86 Unrealized
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $3,662 Shares 60,318 Est. Cost $36.29 Unrealized +16.0%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $3,612 Shares 44,811 Est. Cost $55.08 Unrealized +2.6%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $3,439 Shares 199,925 Est. Cost $10.15 Unrealized +30.6%
ABBVIE INC. 0.6%
Value ($000) $3,405 Shares 66,243 Est. Cost $42.17 Unrealized
ESTERLINE TECHNOLOGIES, CORP. 0.6%
Value ($000) $3,280 Shares 30,785 Est. Cost $106.55 Unrealized
POTASH CORP SASK INC 0.6%
Value ($000) $3,278 Shares 90,492 Est. Cost $36.22 Unrealized
ALLISON TRANSMISSION HOLDING 0.5%
Value ($000) $3,213 Shares 107,310 Est. Cost $29.94 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $3,210 Shares 43,627 Est. Cost $67.12 Unrealized
CBRE CBRE GROUP, INC. 0.5%
Value ($000) $3,106 Shares 113,230 Est. Cost $23.79 Unrealized +13.3%
GPC GENUINE PARTS CO 0.5%
Value ($000) $3,092 Shares 35,603 Est. Cost $54.23 Unrealized +10.8%
EOG EOG RESOURCES INC 0.5%
Value ($000) $3,089 Shares 15,745 Est. Cost $60.94 Unrealized +6.4%
KRE KBW REGIONAL BANKING ETF 0.5%
Value ($000) $3,062 Shares 74,000 Est. Cost $33.88 Unrealized
GLD SPDR GOLD TRUST 0.5%
Value ($000) $3,006 Shares 24,320 Est. Cost $119.11 Unrealized
EW EDWARDS LIFESCIENCES 0.5%
Value ($000) $2,961 Shares 39,916 Est. Cost $11.54 Unrealized 0.0%
GLW CORNING INC 0.5%
Value ($000) $2,952 Shares 141,787 Est. Cost $13.23 Unrealized +4.5%
PHARMACEUTICAL HOLDERS TRUST 0.5%
Value ($000) $2,940 Shares 50,370 Est. Cost $45.73 Unrealized
IJH ISHARES TRUST S&P MIDCAP 400 0.5%
Value ($000) $2,923 Shares 21,260 Est. Cost $116.68 Unrealized
POWERSHARES S&P HIGH QUALITY E 0.5%
Value ($000) $2,920 Shares 140,993 Est. Cost $17.86 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $2,837 Shares 34,605 Est. Cost $50.99 Unrealized +21.8%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $2,761 Shares 37,786 Est. Cost $64.34 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $2,759 Shares 22,074 Est. Cost $110.02 Unrealized +6.2%
RIG TRANSOCEAN LTD. 0.5%
Value ($000) $2,747 Shares 66,457 Est. Cost $50.78 Unrealized -14.4%
WRB WR BERKLEY CORP 0.4%
Value ($000) $2,570 Shares 61,740 Est. Cost $9.58 Unrealized -3.4%
UNITED TECHNOLOGIES CP 0.4%
Value ($000) $2,554 Shares 21,862 Est. Cost $92.93 Unrealized
EXC EXELON CORPORATION 0.4%
Value ($000) $2,537 Shares 75,605 Est. Cost $13.80 Unrealized 0.0%
VFC V F CORP 0.4%
Value ($000) $2,512 Shares 40,600 Est. Cost $49.70 Unrealized +13.3%
COF CAPITAL ONE FINANCIAL CORP. 0.4%
Value ($000) $2,485 Shares 32,203 Est. Cost $47.00 Unrealized +26.2%
STT STATE STREET CORP 0.4%
Value ($000) $2,478 Shares 35,625 Est. Cost $44.60 Unrealized +12.5%
LEN LENNAR CORP 0.4%
Value ($000) $2,456 Shares 62,000 Est. Cost $30.92 Unrealized +11.7%
NKE NIKE INC CL B 0.4%
Value ($000) $2,434 Shares 32,948 Est. Cost $26.53 Unrealized +22.7%
DIS WALT DISNEY CO 0.4%
Value ($000) $2,413 Shares 30,131 Est. Cost $61.32 Unrealized +13.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,408 Shares 14,751 Est. Cost $72.69 Unrealized +56.0%
EBAY EBAY INC 0.4%
Value ($000) $2,326 Shares 42,100 Est. Cost $20.67 Unrealized 0.0%
HERTZ GLOBAL HOLDINGS, INC 0.4%
Value ($000) $2,272 Shares 85,300 Est. Cost $26.64 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $2,272 Shares 59,007 Est. Cost $28.78 Unrealized +6.8%
CIT GROUP INC 0.4%
Value ($000) $2,259 Shares 46,075 Est. Cost $46.91 Unrealized
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $2,193 Shares 31,060 Est. Cost $68.44 Unrealized
THC TENET HEALTHCARE CORP 0.4%
Value ($000) $2,191 Shares 51,175 Est. Cost $44.12 Unrealized 0.0%
PARTNER RE LTD 0.4%
Value ($000) $2,155 Shares 20,825 Est. Cost $90.57 Unrealized
ACN ACCENTURE PLC 0.4%
Value ($000) $2,132 Shares 26,746 Est. Cost $62.02 Unrealized +7.9%
DVA DAVITA INC 0.4%
Value ($000) $2,106 Shares 30,595 Est. Cost $59.08 Unrealized +12.4%
MDC HOLDINGS INC 0.3%
Value ($000) $2,056 Shares 72,702 Est. Cost $28.28 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $2,044 Shares 25,920 Est. Cost $47.28 Unrealized +14.3%
COP CONOCOPHILIPS 0.3%
Value ($000) $1,940 Shares 27,579 Est. Cost $39.96 Unrealized +13.7%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,912 Shares 5,683 Est. Cost $14.90 Unrealized +24.5%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,866 Shares 25,429 Est. Cost $24.37 Unrealized +20.2%
PFG PRINCIPAL FINANCIAL GROUP 0.3%
Value ($000) $1,812 Shares 39,400 Est. Cost $23.49 Unrealized +27.3%
MMM 3M CO 0.3%
Value ($000) $1,771 Shares 13,052 Est. Cost $61.26 Unrealized +24.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,759 Shares 18,395 Est. Cost $14.15 Unrealized +17.1%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $1,743 Shares 17,896 Est. Cost $55.56 Unrealized +15.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,736 Shares 50,232 Est. Cost $23.16 Unrealized +13.8%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,670 Shares 15,145 Est. Cost $63.06 Unrealized +10.0%
NORTHEAST UTILITIES 0.3%
Value ($000) $1,656 Shares 36,387 Est. Cost $42.02 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.3%
Value ($000) $1,633 Shares 62,599 Est. Cost $21.03 Unrealized 0.0%
EATON VANCE CORP COM NON VTG 0.3%
Value ($000) $1,493 Shares 39,125 Est. Cost $37.60 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,459 Shares 13,064 Est. Cost $86.56 Unrealized +5.5%
RWT REDWOOD TRUST, INC. 0.2%
Value ($000) $1,396 Shares 68,833 Est. Cost $17.00 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,389 Shares 21,412 Est. Cost $44.38 Unrealized +7.9%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,370 Shares 16,737 Est. Cost $49.33 Unrealized -9.3%
DWX SPDR S&P INT'L DIVIDEND ETF 0.2%
Value ($000) $1,306 Shares 26,880 Est. Cost $43.89 Unrealized
TWENTY-FIRST CENTURY FOX INC C 0.2%
Value ($000) $1,302 Shares 40,715 Est. Cost $33.33 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $1,224 Shares 21,640 Est. Cost $37.50 Unrealized +10.8%
IOO ISHARES S&P GLOBAL INDEX 100 0.2%
Value ($000) $1,219 Shares 15,660 Est. Cost $67.57 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,206 Shares 19,924 Est. Cost $47.95 Unrealized -13.2%
AMC NETWORKS INC CL A 0.2%
Value ($000) $1,140 Shares 15,600 Est. Cost $65.63 Unrealized
FIDELITY NATIONAL FINANCIAL, I 0.2%
Value ($000) $1,139 Shares 36,215 Est. Cost $32.45 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $1,124 Shares 6 Est. Cost $170664.90 Unrealized +2.8%
HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,120 Shares 19,145 Est. Cost $47.90 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $1,119 Shares 17,750 Est. Cost $20.11 Unrealized +19.3%
WKC WORLD FUEL SERVICES CORP 0.2%
Value ($000) $1,107 Shares 25,112 Est. Cost $44.22 Unrealized 0.0%
MOS MOSAIC CO 0.2%
Value ($000) $1,085 Shares 21,700 Est. Cost $46.11 Unrealized -18.6%
R RYDER SYS INC 0.2%
Value ($000) $1,067 Shares 13,350 Est. Cost $66.27 Unrealized +11.8%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,047 Shares 11,292 Est. Cost $53.13 Unrealized +21.8%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.2%
Value ($000) $1,045 Shares 14,880 Est. Cost $62.44 Unrealized
POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $1,010 Shares 11,935 Est. Cost $78.22 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $943 Shares 5,338 Est. Cost $101.46 Unrealized +57.8%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $936 Shares 12,768 Est. Cost $64.00 Unrealized
PPL PPL CORP. 0.2%
Value ($000) $926 Shares 27,950 Est. Cost $16.36 Unrealized +4.3%
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $924 Shares 14,080 Est. Cost $38.92 Unrealized +26.6%
SSD SIMPSON MANUFACTURING CO. 0.2%
Value ($000) $923 Shares 26,127 Est. Cost $29.87 Unrealized -0.9%
TIME WARNER CABLE - A 0.2%
Value ($000) $921 Shares 6,716 Est. Cost $112.45 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $902 Shares 4,663 Est. Cost $59.61 Unrealized +29.5%
EIX EDISON INTL 0.2%
Value ($000) $898 Shares 15,870 Est. Cost $30.70 Unrealized +3.2%
DU PONT E I DE NEMOURS 0.1%
Value ($000) $876 Shares 13,049 Est. Cost $52.59 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $859 Shares 8,762 Est. Cost $71.06 Unrealized -1.1%
CONVERSANT, INC. 0.1%
Value ($000) $854 Shares 30,352 Est. Cost $28.14 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $841 Shares 19,475 Est. Cost $38.88 Unrealized -5.1%
KRAFT FOODS GROUP INC 0.1%
Value ($000) $837 Shares 14,911 Est. Cost $55.85 Unrealized
FHI FEDERATED INVESTORS INC CL B 0.1%
Value ($000) $818 Shares 26,783 Est. Cost $16.51 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $810 Shares 12,127 Est. Cost $40.09 Unrealized +19.2%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $807 Shares 11,334 Est. Cost $41.83 Unrealized +2.0%
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $784 Shares 13,480 Est. Cost $47.67 Unrealized
CVE CENOVUS ENERGY, INC. 0.1%
Value ($000) $765 Shares 26,420 Est. Cost $22.39 Unrealized -7.4%
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $746 Shares 14,300 Est. Cost $48.73 Unrealized +9.2%
IWM ISHARES TRUST RUSSELL 2000 IND 0.1%
Value ($000) $733 Shares 6,299 Est. Cost $97.00 Unrealized
V VISA INC - CLASS A 0.1%
Value ($000) $723 Shares 3,350 Est. Cost $46.53 Unrealized +9.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $714 Shares 7,344 Est. Cost $59.36 Unrealized +20.3%
USB US BANCORP DEL 0.1%
Value ($000) $706 Shares 16,476 Est. Cost $27.34 Unrealized 0.0%
ALTERA CORP 0.1%
Value ($000) $682 Shares 18,825 Est. Cost $33.13 Unrealized
AMERICAN RLTY CAP PROP INC 0.1%
Value ($000) $671 Shares 47,869 Est. Cost $14.02 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $662 Shares 5,657 Est. Cost $78.11 Unrealized +17.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $651 Shares 11,050 Est. Cost $33.21 Unrealized +28.8%
BP BP AMOCO PLC - SPONS ADR 0.1%
Value ($000) $643 Shares 13,376 Est. Cost $42.46 Unrealized
WEATHERFORD INTL INC 0.1%
Value ($000) $627 Shares 36,100 Est. Cost $13.75 Unrealized
CAR AVIS BUDGET GROUP INC. 0.1%
Value ($000) $623 Shares 12,800 Est. Cost $28.40 Unrealized +43.8%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $619 Shares 8,920 Est. Cost $62.11 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $583 Shares 5,295 Est. Cost $103.45 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $571 Shares 4,800 Est. Cost $61.55 Unrealized +28.8%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $545 Shares 10,500 Est. Cost $28.67 Unrealized +25.3%
T AT&T INC 0.1%
Value ($000) $505 Shares 14,407 Est. Cost $11.39 Unrealized -4.7%
KINDER MORGAN ENERGY PARTNERS 0.1%
Value ($000) $503 Shares 6,798 Est. Cost $85.39 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $477 Shares 7,758 Est. Cost $51.83 Unrealized
HARRIS CORP DEL 0.1%
Value ($000) $468 Shares 6,400 Est. Cost $49.22 Unrealized
COUSINS PROPERTIES 0.1%
Value ($000) $454 Shares 39,540 Est. Cost $10.09 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $438 Shares 6,500 Est. Cost $21.67 Unrealized +22.6%
SPIRIT AEROSYSTEMS HOLDINGS 0.1%
Value ($000) $437 Shares 15,500 Est. Cost $24.24 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $435 Shares 5,000 Est. Cost $27.00 Unrealized +13.8%
SANDERSON FARMS INC 0.1%
Value ($000) $432 Shares 5,500 Est. Cost $66.36 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $429 Shares 9,773 Est. Cost $26.74 Unrealized -5.5%
ALLEGHANY CORP DEL 0.1%
Value ($000) $424 Shares 1,040 Est. Cost $383.65 Unrealized
HVT/A HAVERTY FURN COS INC CLASS A 0.1%
Value ($000) $420 Shares 14,199 Est. Cost $11.86 Unrealized +24.1%
CAREFUSION CORP 0.1%
Value ($000) $416 Shares 10,350 Est. Cost $36.81 Unrealized
COLFAX CORPORATION 0.1%
Value ($000) $411 Shares 5,766 Est. Cost $55.25 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.1%
Value ($000) $411 Shares 8,550 Est. Cost $43.04 Unrealized
SUNOCO LOGISTICS PARTNERS LP 0.1%
Value ($000) $395 Shares 4,350 Est. Cost $63.91 Unrealized
BEAM INC. 0.1%
Value ($000) $392 Shares 4,700 Est. Cost $63.14 Unrealized
ENERGEN CORP 0.1%
Value ($000) $383 Shares 4,736 Est. Cost $52.26 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $380 Shares 4,931 Est. Cost $40.44 Unrealized +23.2%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $374 Shares 7,000 Est. Cost $43.50 Unrealized 0.0%
NABORS INDS INC 0.1%
Value ($000) $359 Shares 14,550 Est. Cost $15.29 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.1%
Value ($000) $358 Shares 5,300 Est. Cost $48.11 Unrealized +37.4%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $355 Shares 4,600 Est. Cost $45.09 Unrealized +16.3%
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $351 Shares 2,850 Est. Cost $100.35 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $347 Shares 9,278 Est. Cost $16.28 Unrealized +5.2%
BARD C R INC 0.1%
Value ($000) $333 Shares 2,250 Est. Cost $108.89 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $303 Shares 2,458 Est. Cost $77.99 Unrealized +11.4%
HUM HUMANA INC 0.1%
Value ($000) $303 Shares 2,684 Est. Cost $71.14 Unrealized +33.1%
MARATHON OIL CORP 0.1%
Value ($000) $302 Shares 8,500 Est. Cost $34.54 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.1%
Value ($000) $296 Shares 2,175 Est. Cost $111.56 Unrealized
VWO VANGUARD EMERGING MARKETS 0.0%
Value ($000) $295 Shares 7,258 Est. Cost $41.11 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $290 Shares 4,930 Est. Cost $44.54 Unrealized 0.0%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $289 Shares 2,183 Est. Cost $83.86 Unrealized +51.6%
MAGELLAN MIDSTREAM PARTNERS, L 0.0%
Value ($000) $279 Shares 4,000 Est. Cost $54.50 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $278 Shares 2,250 Est. Cost $62.64 Unrealized +55.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $273 Shares 3,619 Est. Cost $38.97 Unrealized +7.9%
TIME WARNER INC 0.0%
Value ($000) $272 Shares 4,166 Est. Cost $65.29 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $270 Shares 5,950 Est. Cost $38.11 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $269 Shares 3,250 Est. Cost $72.00 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $261 Shares 10,127 Est. Cost $17.92 Unrealized +4.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $254 Shares 2,824 Est. Cost $69.27 Unrealized +9.0%
RAYTHEON CO 0.0%
Value ($000) $251 Shares 2,542 Est. Cost $66.11 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $250 Shares 6,088 Est. Cost $30.02 Unrealized +4.1%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $250 Shares 6,028 Est. Cost $37.64 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $248 Shares 4,270 Est. Cost $31.42 Unrealized +0.9%
LOW LOWES COS INC 0.0%
Value ($000) $248 Shares 5,080 Est. Cost $32.52 Unrealized +20.0%
HVT HAVERTY FURNITURE INC COM 0.0%
Value ($000) $246 Shares 8,283 Est. Cost $23.50 Unrealized +22.2%
APACHE CORP 0.0%
Value ($000) $244 Shares 2,945 Est. Cost $83.85 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $243 Shares 6,480 Est. Cost $49.77 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $241 Shares 2,105 Est. Cost $103.56 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $236 Shares 2,686 Est. Cost $59.35 Unrealized +5.6%
TOTAL FINA S.A.-SPONSORED ADR 0.0%
Value ($000) $230 Shares 3,500 Est. Cost $58.00 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
GHC GRAHAM HOLDINGS COMPANY 0.0%
Value ($000) $229 Shares 326 Est. Cost $359.32 Unrealized 0.0%
ITB ISHARES DOW JONES US HOME CONS 0.0%
Value ($000) $227 Shares 9,375 Est. Cost $24.21 Unrealized
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $227 Shares 5,305 Est. Cost $38.56 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $226 Shares 5,386 Est. Cost $46.66 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $225 Shares 10,058 Est. Cost $15.24 Unrealized +0.4%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $222 Shares 2,281 Est. Cost $87.64 Unrealized
BWA BORGWARNER, INC. 0.0%
Value ($000) $221 Shares 3,600 Est. Cost $38.93 Unrealized +10.4%
VODAFONE GROUP PLC SP ADR 0.0%
Value ($000) $215 Shares 5,834 Est. Cost $36.85 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $204 Shares 4,950 Est. Cost $39.35 Unrealized
SPRINT NEXTEL CORP 0.0%
Value ($000) $174 Shares 18,900 Est. Cost $10.76 Unrealized
STAPLES INC 0.0%
Value ($000) $141 Shares 12,406 Est. Cost $11.37 Unrealized
SEBC SOUTHEASTERN BANKING CORP. 0.0%
Value ($000) $72 Shares 10,644 Est. Cost $3.45 Unrealized +32.7%
SINTANA ENERGY INC COM 0.0%
Value ($000) $19 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