MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 6, 2014

Total Value ($000): $613,382 (100.0% shares, 0.0% debt)

Holdings (243)

MDY SPDR S&P MID-CAP 400 ETF TRUST 5.1%
Value ($000) $31,501 Shares 120,897 Est. Cost $210.63 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 3.7%
Value ($000) $22,882 Shares 116,910 Est. Cost $161.33 Unrealized
KO COCA COLA CO 2.2%
Value ($000) $13,650 Shares 322,242 Est. Cost $27.69 Unrealized +1.5%
VGK VANGUARD MSCI EUROPE ETF 2.1%
Value ($000) $12,915 Shares 215,426 Est. Cost $55.28 Unrealized
AIG AMERICAN INTL GROUP 1.8%
Value ($000) $10,997 Shares 201,485 Est. Cost $32.73 Unrealized +23.4%
IVV ISHARES TRUST S&P 500 INDEX 1.6%
Value ($000) $9,511 Shares 48,279 Est. Cost $173.28 Unrealized
VMC VULCAN MATLS CO 1.5%
Value ($000) $9,415 Shares 147,690 Est. Cost $50.20 Unrealized +14.9%
TRIBUNE MEDIA COMPANY CL A 1.5%
Value ($000) $9,204 Shares 108,215 Est. Cost $85.05 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $8,940 Shares 85,450 Est. Cost $59.82 Unrealized +22.3%
IBM INTERNATIONAL BUS MACH 1.4%
Value ($000) $8,499 Shares 46,885 Est. Cost $117.31 Unrealized -4.3%
IWB ISHARES RUSSELL 1000 INDEX 1.4%
Value ($000) $8,331 Shares 75,660 Est. Cost $89.93 Unrealized
GENERAL ELEC CO 1.4%
Value ($000) $8,322 Shares 316,658 Est. Cost $24.89 Unrealized
EFX EQUIFAX INC 1.4%
Value ($000) $8,307 Shares 114,519 Est. Cost $53.66 Unrealized +16.7%
WALGREEN CO 1.3%
Value ($000) $8,251 Shares 111,310 Est. Cost $44.20 Unrealized
SPECTRUM BRANDS, INC. 1.3%
Value ($000) $8,051 Shares 93,580 Est. Cost $58.06 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 1.3%
Value ($000) $7,992 Shares 102,531 Est. Cost $66.38 Unrealized
EXPRESS SCRIPTS HOLDING CO. 1.3%
Value ($000) $7,846 Shares 113,164 Est. Cost $61.74 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $6,896 Shares 85,175 Est. Cost $57.42 Unrealized +4.7%
SWKS SKYWORKS SOLUTIONS INC 1.1%
Value ($000) $6,794 Shares 144,681 Est. Cost $26.27 Unrealized +28.3%
REALOGY HOLDINGS CORP. 1.1%
Value ($000) $6,460 Shares 171,320 Est. Cost $43.04 Unrealized
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $6,226 Shares 52,461 Est. Cost $95.15 Unrealized
KMX CARMAX, INC. 1.0%
Value ($000) $6,214 Shares 119,485 Est. Cost $46.66 Unrealized -2.7%
MAR MARRIOTT INTL INC NEW CL A 1.0%
Value ($000) $5,913 Shares 92,244 Est. Cost $36.65 Unrealized +44.3%
ADBE ADOBE SYSTEMS INC 1.0%
Value ($000) $5,876 Shares 81,205 Est. Cost $44.30 Unrealized +45.6%
RYDEX S&P EQUAL WEIGHT ETF 1.0%
Value ($000) $5,864 Shares 76,439 Est. Cost $64.41 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $5,844 Shares 58,043 Est. Cost $54.49 Unrealized +13.6%
SUNTRUST BKS INC 0.9%
Value ($000) $5,649 Shares 141,006 Est. Cost $34.35 Unrealized
AAPL APPLE COMPUTER INC 0.9%
Value ($000) $5,604 Shares 60,302 Est. Cost $17.84 Unrealized +4.6%
BA BOEING CO 0.9%
Value ($000) $5,571 Shares 43,789 Est. Cost $82.22 Unrealized +36.9%
EW EDWARDS LIFESCIENCES 0.9%
Value ($000) $5,548 Shares 64,631 Est. Cost $12.31 Unrealized +10.1%
PFE PFIZER INC 0.9%
Value ($000) $5,516 Shares 185,839 Est. Cost $16.48 Unrealized +6.5%
DEO DIAGEO PLC-SPONSORED ADR NEW 0.9%
Value ($000) $5,496 Shares 43,183 Est. Cost $114.96 Unrealized
C CITIGROUP INC 0.9%
Value ($000) $5,409 Shares 114,848 Est. Cost $37.14 Unrealized -4.6%
MAS MASCO CORP 0.9%
Value ($000) $5,295 Shares 238,500 Est. Cost $16.43 Unrealized -3.4%
CVX CHEVRON TEXACO CORP 0.9%
Value ($000) $5,225 Shares 40,020 Est. Cost $71.24 Unrealized +6.6%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $5,167 Shares 43,807 Est. Cost $55.98 Unrealized +33.7%
GOOGLE, INC. CL C 0.8%
Value ($000) $4,954 Shares 8,611 Est. Cost $575.31 Unrealized
CVS CVS CAREMARK CORP. 0.8%
Value ($000) $4,840 Shares 64,218 Est. Cost $41.44 Unrealized +32.5%
MKL MARKEL CORP 0.8%
Value ($000) $4,672 Shares 7,126 Est. Cost $548.94 Unrealized +14.8%
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $4,585 Shares 87,239 Est. Cost $28.04 Unrealized +29.5%
MLM MARTIN MARIETTA MATERIALS INC 0.7%
Value ($000) $4,584 Shares 34,715 Est. Cost $105.41 Unrealized +8.4%
NSRGY NESTLE S A - ADR REG SHS 0.7%
Value ($000) $4,402 Shares 56,826 Est. Cost $65.59 Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $4,363 Shares 52,627 Est. Cost $54.08 Unrealized 0.0%
PEP PEPSICO INC 0.7%
Value ($000) $4,346 Shares 48,648 Est. Cost $56.04 Unrealized +8.7%
MRK MERCK & CO INC 0.7%
Value ($000) $4,137 Shares 71,513 Est. Cost $30.50 Unrealized +24.5%
WEYERHAEUSER CO EXCHANGE OFFER 0.7%
Value ($000) $4,134 Shares 124,921 Est. Cost $33.09 Unrealized
CRANE COMPANY 0.7%
Value ($000) $4,116 Shares 55,350 Est. Cost $60.63 Unrealized
FISV FISERV INC 0.6%
Value ($000) $3,977 Shares 65,926 Est. Cost $24.34 Unrealized +21.8%
ESTERLINE TECHNOLOGIES, CORP. 0.6%
Value ($000) $3,931 Shares 34,150 Est. Cost $107.39 Unrealized
GOOGLE, INC. CL A 0.6%
Value ($000) $3,892 Shares 6,656 Est. Cost $864.87 Unrealized
WILLIS GROUP HOLDINGS PLC 0.6%
Value ($000) $3,891 Shares 89,850 Est. Cost $40.78 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.6%
Value ($000) $3,808 Shares 89,420 Est. Cost $39.71 Unrealized
NVS NOVARTIS AG-ADR 0.6%
Value ($000) $3,769 Shares 41,634 Est. Cost $76.86 Unrealized
WMT WAL MART STORES INC 0.6%
Value ($000) $3,757 Shares 50,052 Est. Cost $19.98 Unrealized +2.7%
ABBVIE INC. 0.6%
Value ($000) $3,739 Shares 66,245 Est. Cost $42.17 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.6%
Value ($000) $3,695 Shares 39,061 Est. Cost $43.35 Unrealized +86.7%
ALLISON TRANSMISSION HOLDING 0.6%
Value ($000) $3,582 Shares 115,190 Est. Cost $30.02 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $3,512 Shares 44,690 Est. Cost $55.08 Unrealized +5.8%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $3,504 Shares 60,820 Est. Cost $36.29 Unrealized +13.5%
LLY LILLY ELI & CO 0.6%
Value ($000) $3,473 Shares 55,870 Est. Cost $47.72 Unrealized +0.6%
CBRE CBRE GROUP, INC. 0.5%
Value ($000) $3,134 Shares 97,825 Est. Cost $23.79 Unrealized +21.4%
GPC GENUINE PARTS CO 0.5%
Value ($000) $3,126 Shares 35,603 Est. Cost $54.23 Unrealized +13.7%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $3,113 Shares 37,792 Est. Cost $64.34 Unrealized
GLW CORNING INC 0.5%
Value ($000) $3,081 Shares 140,365 Est. Cost $13.23 Unrealized +18.5%
GLD SPDR GOLD TRUST 0.5%
Value ($000) $3,066 Shares 23,945 Est. Cost $119.11 Unrealized
IJH ISHARES TRUST S&P MIDCAP 400 0.5%
Value ($000) $2,992 Shares 20,910 Est. Cost $116.68 Unrealized
KRE KBW REGIONAL BANKING ETF 0.5%
Value ($000) $2,984 Shares 74,000 Est. Cost $33.88 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $2,978 Shares 119,830 Est. Cost $16.53 Unrealized +0.7%
WRB WR BERKLEY CORP 0.5%
Value ($000) $2,859 Shares 61,740 Est. Cost $9.58 Unrealized +4.3%
INGR INGREDION INC 0.5%
Value ($000) $2,822 Shares 37,600 Est. Cost $72.72 Unrealized 0.0%
WKC WORLD FUEL SERVICES CORP 0.5%
Value ($000) $2,816 Shares 57,210 Est. Cost $45.06 Unrealized +1.5%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.4%
Value ($000) $2,758 Shares 21,794 Est. Cost $110.02 Unrealized +15.0%
TIME WARNER INC 0.4%
Value ($000) $2,755 Shares 39,216 Est. Cost $69.72 Unrealized
CTRA CABOT OIL & GAS CORP COM 0.4%
Value ($000) $2,719 Shares 79,650 Est. Cost $25.54 Unrealized +1.6%
EOG EOG RESOURCES INC 0.4%
Value ($000) $2,691 Shares 23,025 Est. Cost $65.91 Unrealized +16.3%
COF CAPITAL ONE FINANCIAL CORP. 0.4%
Value ($000) $2,660 Shares 32,203 Est. Cost $47.00 Unrealized +34.2%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,653 Shares 172,635 Est. Cost $10.15 Unrealized +20.6%
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,609 Shares 62,570 Est. Cost $33.58 Unrealized +1.1%
TIDEWATER INC 0.4%
Value ($000) $2,569 Shares 45,748 Est. Cost $56.16 Unrealized
VFC V F CORP 0.4%
Value ($000) $2,558 Shares 40,600 Est. Cost $49.70 Unrealized +17.0%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $2,552 Shares 33,323 Est. Cost $67.12 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $2,528 Shares 29,481 Est. Cost $61.32 Unrealized +19.8%
UNITED TECHNOLOGIES CP 0.4%
Value ($000) $2,524 Shares 21,862 Est. Cost $92.93 Unrealized
EBAY EBAY INC 0.4%
Value ($000) $2,489 Shares 49,725 Est. Cost $20.47 Unrealized -5.3%
MICROS SYS INC COM 0.4%
Value ($000) $2,473 Shares 36,416 Est. Cost $53.31 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $2,406 Shares 58,820 Est. Cost $28.78 Unrealized +9.4%
STT STATE STREET CORP 0.4%
Value ($000) $2,396 Shares 35,625 Est. Cost $44.60 Unrealized +7.4%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,394 Shares 29,280 Est. Cost $50.99 Unrealized +27.8%
NKE NIKE INC CL B 0.4%
Value ($000) $2,394 Shares 30,872 Est. Cost $26.53 Unrealized +21.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,371 Shares 14,751 Est. Cost $72.69 Unrealized +62.8%
HERTZ GLOBAL HOLDINGS, INC 0.4%
Value ($000) $2,355 Shares 84,000 Est. Cost $26.64 Unrealized
COP CONOCOPHILIPS 0.4%
Value ($000) $2,354 Shares 27,462 Est. Cost $39.96 Unrealized +33.5%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $2,325 Shares 31,060 Est. Cost $68.44 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $2,281 Shares 34,369 Est. Cost $45.94 Unrealized +6.9%
PARTNER RE LTD 0.4%
Value ($000) $2,274 Shares 20,825 Est. Cost $90.57 Unrealized
MDC HOLDINGS INC 0.4%
Value ($000) $2,202 Shares 72,702 Est. Cost $28.28 Unrealized
RIG TRANSOCEAN LTD. 0.4%
Value ($000) $2,158 Shares 47,934 Est. Cost $50.78 Unrealized -16.2%
CIT GROUP INC 0.3%
Value ($000) $2,108 Shares 46,075 Est. Cost $46.91 Unrealized
OXY OCCIDENTAL PETE CP DEL 0.3%
Value ($000) $2,105 Shares 20,510 Est. Cost $66.18 Unrealized 0.0%
POWERSHARES S&P HIGH QUALITY E 0.3%
Value ($000) $2,083 Shares 97,108 Est. Cost $17.86 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $2,032 Shares 6,258 Est. Cost $14.99 Unrealized +5.5%
DVA DAVITA INC 0.3%
Value ($000) $1,994 Shares 27,575 Est. Cost $59.08 Unrealized +17.7%
WY WEYERHAEUSER CO 0.3%
Value ($000) $1,992 Shares 60,190 Est. Cost $18.10 Unrealized +6.6%
PFG PRINCIPAL FINANCIAL GROUP 0.3%
Value ($000) $1,989 Shares 39,400 Est. Cost $23.49 Unrealized +31.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,878 Shares 49,942 Est. Cost $23.16 Unrealized +22.2%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,863 Shares 24,079 Est. Cost $24.37 Unrealized +18.5%
MMM 3M CO 0.3%
Value ($000) $1,855 Shares 12,952 Est. Cost $61.26 Unrealized +32.3%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $1,846 Shares 17,985 Est. Cost $55.56 Unrealized +19.9%
DIA SPDR DJIA TRUST 0.3%
Value ($000) $1,844 Shares 10,985 Est. Cost $148.56 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,783 Shares 17,395 Est. Cost $14.15 Unrealized +26.6%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,685 Shares 15,148 Est. Cost $63.06 Unrealized +13.8%
PHARMACEUTICAL HOLDERS TRUST 0.3%
Value ($000) $1,558 Shares 25,110 Est. Cost $45.73 Unrealized
POTASH CORP SASK INC 0.2%
Value ($000) $1,530 Shares 40,312 Est. Cost $36.22 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,504 Shares 13,064 Est. Cost $86.56 Unrealized +6.1%
SSD SIMPSON MANUFACTURING CO. 0.2%
Value ($000) $1,503 Shares 41,327 Est. Cost $29.71 Unrealized -0.9%
LYV LIVE NATION 0.2%
Value ($000) $1,495 Shares 60,550 Est. Cost $22.49 Unrealized 0.0%
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,479 Shares 39,125 Est. Cost $37.60 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,457 Shares 21,366 Est. Cost $44.38 Unrealized +15.4%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,424 Shares 20,000 Est. Cost $40.69 Unrealized +16.4%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,411 Shares 16,737 Est. Cost $49.33 Unrealized -2.2%
NORTHEAST UTILITIES 0.2%
Value ($000) $1,402 Shares 29,664 Est. Cost $42.02 Unrealized
DWX SPDR S&P INT'L DIVIDEND ETF 0.2%
Value ($000) $1,338 Shares 26,080 Est. Cost $43.89 Unrealized
RWT REDWOOD TRUST, INC. 0.2%
Value ($000) $1,294 Shares 66,445 Est. Cost $17.00 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $1,271 Shares 21,640 Est. Cost $37.50 Unrealized +19.7%
THC TENET HEALTHCARE CORP 0.2%
Value ($000) $1,270 Shares 27,055 Est. Cost $44.12 Unrealized +2.4%
ACN ACCENTURE PLC 0.2%
Value ($000) $1,263 Shares 15,621 Est. Cost $62.02 Unrealized +6.6%
IOO ISHARES S&P GLOBAL INDEX 100 0.2%
Value ($000) $1,194 Shares 15,160 Est. Cost $67.57 Unrealized
CERNER CORP 0.2%
Value ($000) $1,191 Shares 23,084 Est. Cost $51.59 Unrealized
HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,179 Shares 19,382 Est. Cost $48.06 Unrealized
R RYDER SYS INC 0.2%
Value ($000) $1,176 Shares 13,350 Est. Cost $66.27 Unrealized +26.3%
TGT TARGET CORP 0.2%
Value ($000) $1,155 Shares 19,924 Est. Cost $47.95 Unrealized -13.2%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $1,139 Shares 6 Est. Cost $170664.90 Unrealized +11.2%
AFL AFLAC INC 0.2%
Value ($000) $1,105 Shares 17,750 Est. Cost $20.11 Unrealized +17.8%
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.2%
Value ($000) $1,100 Shares 14,880 Est. Cost $62.44 Unrealized
MOS MOSAIC CO 0.2%
Value ($000) $1,073 Shares 21,700 Est. Cost $46.11 Unrealized -15.4%
POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $1,056 Shares 11,935 Est. Cost $78.22 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,055 Shares 13,320 Est. Cost $47.28 Unrealized +21.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,050 Shares 11,292 Est. Cost $53.13 Unrealized +23.7%
LEN LENNAR CORP 0.2%
Value ($000) $1,045 Shares 24,900 Est. Cost $30.92 Unrealized +10.9%
TIME WARNER CABLE - A 0.2%
Value ($000) $1,026 Shares 6,967 Est. Cost $113.71 Unrealized
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $1,023 Shares 14,080 Est. Cost $38.92 Unrealized +28.0%
MCK MCKESSON CORP 0.2%
Value ($000) $994 Shares 5,338 Est. Cost $101.46 Unrealized +60.9%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $983 Shares 12,768 Est. Cost $64.00 Unrealized
CONVERSANT, INC. 0.2%
Value ($000) $981 Shares 38,636 Est. Cost $27.55 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $980 Shares 4,663 Est. Cost $59.61 Unrealized +35.8%
PPL PPL CORP. 0.2%
Value ($000) $946 Shares 26,614 Est. Cost $16.36 Unrealized +14.5%
EIX EDISON INTL 0.2%
Value ($000) $937 Shares 16,124 Est. Cost $30.78 Unrealized +16.5%
TWENTY-FIRST CENTURY FOX INC C 0.1%
Value ($000) $895 Shares 25,475 Est. Cost $33.33 Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $894 Shares 14,911 Est. Cost $55.85 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $883 Shares 8,762 Est. Cost $71.06 Unrealized +5.3%
WEATHERFORD INTL PLC COM 0.1%
Value ($000) $876 Shares 38,100 Est. Cost $22.99 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $862 Shares 8,370 Est. Cost $61.40 Unrealized +23.8%
ENSCO PLC CL A 0.1%
Value ($000) $857 Shares 15,420 Est. Cost $55.58 Unrealized
CVE CENOVUS ENERGY, INC. 0.1%
Value ($000) $855 Shares 26,420 Est. Cost $22.39 Unrealized +4.1%
ALTERA CORP 0.1%
Value ($000) $854 Shares 24,575 Est. Cost $33.51 Unrealized
DU PONT E I DE NEMOURS 0.1%
Value ($000) $847 Shares 12,946 Est. Cost $52.59 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $841 Shares 11,334 Est. Cost $41.83 Unrealized +6.4%
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $832 Shares 13,421 Est. Cost $47.67 Unrealized
FHI FEDERATED INVESTORS INC CL B 0.1%
Value ($000) $828 Shares 26,783 Est. Cost $16.51 Unrealized +4.7%
HAL HALLIBURTON CO 0.1%
Value ($000) $785 Shares 11,050 Est. Cost $33.21 Unrealized +55.0%
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $756 Shares 13,875 Est. Cost $48.73 Unrealized +7.9%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $749 Shares 8,440 Est. Cost $44.54 Unrealized 0.0%
IWM ISHARES TRUST RUSSELL 2000 IND 0.1%
Value ($000) $748 Shares 6,299 Est. Cost $97.00 Unrealized
BP BP AMOCO PLC - SPONS ADR 0.1%
Value ($000) $706 Shares 13,376 Est. Cost $42.46 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $698 Shares 8,920 Est. Cost $62.11 Unrealized
V VISA INC - CLASS A 0.1%
Value ($000) $693 Shares 3,290 Est. Cost $46.53 Unrealized +3.5%
UNFI UNITED NATURAL FOODS INC. 0.1%
Value ($000) $680 Shares 10,450 Est. Cost $66.87 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $669 Shares 5,657 Est. Cost $78.11 Unrealized +21.3%
URI UNITED RENTALS INC. 0.1%
Value ($000) $641 Shares 6,125 Est. Cost $94.66 Unrealized 0.0%
CAR AVIS BUDGET GROUP INC. 0.1%
Value ($000) $621 Shares 10,400 Est. Cost $28.40 Unrealized +83.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $617 Shares 4,800 Est. Cost $61.55 Unrealized +36.3%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $581 Shares 5,185 Est. Cost $103.45 Unrealized
KINDER MORGAN ENERGY PARTNERS 0.1%
Value ($000) $554 Shares 6,735 Est. Cost $85.39 Unrealized
AMERICAN RLTY CAP PROP INC 0.1%
Value ($000) $543 Shares 43,369 Est. Cost $14.02 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $535 Shares 5,500 Est. Cost $66.36 Unrealized
STAPLES INC 0.1%
Value ($000) $531 Shares 48,956 Est. Cost $10.98 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS 0.1%
Value ($000) $522 Shares 15,500 Est. Cost $24.24 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.1%
Value ($000) $518 Shares 10,517 Est. Cost $44.20 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $509 Shares 10,500 Est. Cost $28.67 Unrealized +16.9%
COUSINS PROPERTIES 0.1%
Value ($000) $499 Shares 40,071 Est. Cost $10.12 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $495 Shares 7,758 Est. Cost $51.83 Unrealized
T AT&T INC 0.1%
Value ($000) $491 Shares 13,886 Est. Cost $11.39 Unrealized +3.4%
HARRIS CORP DEL 0.1%
Value ($000) $485 Shares 6,400 Est. Cost $49.22 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $484 Shares 10,666 Est. Cost $26.76 Unrealized +0.8%
FNF FNF GROUP 0.1%
Value ($000) $483 Shares 14,757 Est. Cost $12.25 Unrealized 0.0%
CAREFUSION CORP 0.1%
Value ($000) $459 Shares 10,350 Est. Cost $36.81 Unrealized
ALLEGHANY CORP DEL 0.1%
Value ($000) $456 Shares 1,040 Est. Cost $383.65 Unrealized
EXC EXELON CORPORATION 0.1%
Value ($000) $452 Shares 12,385 Est. Cost $13.80 Unrealized +22.3%
COLFAX CORPORATION 0.1%
Value ($000) $431 Shares 5,786 Est. Cost $55.25 Unrealized
ENERGEN CORP 0.1%
Value ($000) $427 Shares 4,800 Est. Cost $52.75 Unrealized
NABORS INDS INC 0.1%
Value ($000) $427 Shares 14,550 Est. Cost $15.29 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $414 Shares 6,250 Est. Cost $54.42 Unrealized 0.0%
SUNOCO LOGISTICS PARTNERS LP 0.1%
Value ($000) $410 Shares 8,700 Est. Cost $55.52 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $408 Shares 6,500 Est. Cost $21.67 Unrealized +27.5%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $390 Shares 5,000 Est. Cost $27.00 Unrealized +15.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $386 Shares 9,202 Est. Cost $16.28 Unrealized +17.9%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $383 Shares 7,000 Est. Cost $43.50 Unrealized +1.0%
PSX PHILLIPS 66 0.1%
Value ($000) $378 Shares 4,696 Est. Cost $40.44 Unrealized +34.0%
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $365 Shares 4,600 Est. Cost $45.09 Unrealized +17.2%
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $365 Shares 2,850 Est. Cost $100.35 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $343 Shares 2,684 Est. Cost $71.14 Unrealized +51.7%
MARATHON OIL CORP 0.1%
Value ($000) $339 Shares 8,500 Est. Cost $34.54 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.1%
Value ($000) $336 Shares 4,000 Est. Cost $54.50 Unrealized
HVT/A HAVERTY FURN COS INC CLASS A 0.1%
Value ($000) $330 Shares 13,199 Est. Cost $11.86 Unrealized +9.7%
ADVISORY BOARD CO/THE 0.1%
Value ($000) $327 Shares 6,305 Est. Cost $51.86 Unrealized
BARD C R INC 0.1%
Value ($000) $322 Shares 2,250 Est. Cost $108.89 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $309 Shares 7,126 Est. Cost $27.34 Unrealized +2.1%
VWO VANGUARD EMERGING MARKETS 0.0%
Value ($000) $306 Shares 7,085 Est. Cost $41.11 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $301 Shares 2,175 Est. Cost $111.56 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $298 Shares 9,650 Est. Cost $17.92 Unrealized +15.4%
LOW LOWES COS INC 0.0%
Value ($000) $297 Shares 6,187 Est. Cost $33.47 Unrealized +13.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $294 Shares 3,619 Est. Cost $38.97 Unrealized +14.6%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $284 Shares 5,950 Est. Cost $38.11 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $284 Shares 2,401 Est. Cost $77.99 Unrealized +6.9%
OEF ISHARES S&P 100 INDEX FUND 0.0%
Value ($000) $281 Shares 3,250 Est. Cost $72.00 Unrealized
APACHE CORP 0.0%
Value ($000) $274 Shares 2,720 Est. Cost $83.85 Unrealized
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $269 Shares 4,270 Est. Cost $31.42 Unrealized +9.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $269 Shares 2,250 Est. Cost $62.64 Unrealized +59.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $268 Shares 2,824 Est. Cost $69.27 Unrealized +10.3%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $262 Shares 5,928 Est. Cost $37.64 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $255 Shares 2,105 Est. Cost $103.56 Unrealized
TOTAL FINA S.A.-SPONSORED ADR 0.0%
Value ($000) $253 Shares 3,500 Est. Cost $58.00 Unrealized
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $252 Shares 28,400 Est. Cost $8.12 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $246 Shares 2,686 Est. Cost $59.35 Unrealized +8.7%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $243 Shares 5,386 Est. Cost $46.66 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $242 Shares 6,480 Est. Cost $49.77 Unrealized
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $240 Shares 5,305 Est. Cost $38.56 Unrealized
BWA BORGWARNER, INC. 0.0%
Value ($000) $235 Shares 3,600 Est. Cost $38.93 Unrealized +19.4%
GHC GRAHAM HOLDINGS COMPANY 0.0%
Value ($000) $234 Shares 326 Est. Cost $359.32 Unrealized +2.5%
RAYTHEON CO 0.0%
Value ($000) $234 Shares 2,542 Est. Cost $66.11 Unrealized
HVT HAVERTY FURNITURE INC COM 0.0%
Value ($000) $233 Shares 9,283 Est. Cost $23.71 Unrealized +7.1%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $232 Shares 2,281 Est. Cost $87.64 Unrealized
AARON'S, INC 0.0%
Value ($000) $230 Shares 6,450 Est. Cost $35.66 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $229 Shares 4,290 Est. Cost $50.12 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $217 Shares 4,950 Est. Cost $39.35 Unrealized
RNR RENAISSANCE RE HLDGS 0.0%
Value ($000) $214 Shares 2,000 Est. Cost $102.46 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $206 Shares 5,501 Est. Cost $26.07 Unrealized 0.0%
IUTSF ISHARES CDN S&P/TSX 60 INDX FU 0.0%
Value ($000) $205 Shares 9,424 Est. Cost $21.75 Unrealized
SPRINT NEXTEL CORP 0.0%
Value ($000) $114 Shares 13,400 Est. Cost $10.76 Unrealized
SEBC SOUTHEASTERN BANKING CORP. 0.0%
Value ($000) $77 Shares 10,644 Est. Cost $3.45 Unrealized +29.2%
SINTANA ENERGY INC COM 0.0%
Value ($000) $23 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