MONTAG A & ASSOCIATES INC Diversified Active

CIK: 0000829407 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 4, 2014

Total Value ($000): $606,240 (100.0% shares, 0.0% debt)

Holdings (239)

MDY SPDR S&P MID-CAP 400 ETF TRUST 5.0%
Value ($000) $30,053 Shares 120,538 Est. Cost $210.63 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 4.0%
Value ($000) $24,069 Shares 122,164 Est. Cost $162.86 Unrealized
KO COCA COLA CO 2.2%
Value ($000) $13,139 Shares 308,001 Est. Cost $27.69 Unrealized +4.2%
IVV ISHARES TRUST S&P 500 INDEX 2.1%
Value ($000) $13,024 Shares 65,694 Est. Cost $179.90 Unrealized
VGK VANGUARD MSCI EUROPE ETF 2.0%
Value ($000) $12,218 Shares 221,259 Est. Cost $55.28 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $11,260 Shares 105,639 Est. Cost $62.84 Unrealized +20.3%
GENERAL ELEC CO 1.8%
Value ($000) $11,055 Shares 431,517 Est. Cost $25.08 Unrealized
AIG AMERICAN INTL GROUP 1.8%
Value ($000) $10,632 Shares 196,825 Est. Cost $32.73 Unrealized +27.7%
VMC VULCAN MATLS CO 1.5%
Value ($000) $8,879 Shares 147,424 Est. Cost $50.20 Unrealized +14.6%
IBM INTERNATIONAL BUS MACH 1.4%
Value ($000) $8,548 Shares 45,030 Est. Cost $117.31 Unrealized -2.5%
HD HOME DEPOT INC 1.4%
Value ($000) $8,452 Shares 92,126 Est. Cost $58.05 Unrealized +13.2%
EFX EQUIFAX INC 1.4%
Value ($000) $8,451 Shares 113,069 Est. Cost $53.66 Unrealized +27.0%
SWKS SKYWORKS SOLUTIONS INC 1.4%
Value ($000) $8,333 Shares 143,548 Est. Cost $26.27 Unrealized +62.8%
IWB ISHARES RUSSELL 1000 INDEX 1.4%
Value ($000) $8,313 Shares 75,660 Est. Cost $89.93 Unrealized
EXPRESS SCRIPTS HOLDING CO. 1.3%
Value ($000) $7,705 Shares 109,089 Est. Cost $61.74 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 1.3%
Value ($000) $7,669 Shares 99,664 Est. Cost $66.38 Unrealized
BA BOEING CO 1.3%
Value ($000) $7,618 Shares 59,809 Est. Cost $89.46 Unrealized +22.1%
REALOGY HOLDINGS CORP. 1.1%
Value ($000) $6,839 Shares 183,846 Est. Cost $42.64 Unrealized
SPECTRUM BRANDS, INC. 1.1%
Value ($000) $6,444 Shares 71,180 Est. Cost $58.06 Unrealized
WALGREEN CO 1.1%
Value ($000) $6,440 Shares 108,660 Est. Cost $44.20 Unrealized
EW EDWARDS LIFESCIENCES 1.1%
Value ($000) $6,392 Shares 62,575 Est. Cost $12.31 Unrealized +28.2%
MAR MARRIOTT INTL INC NEW CL A 1.0%
Value ($000) $6,176 Shares 88,354 Est. Cost $36.65 Unrealized +65.3%
INGR INGREDION INC 1.0%
Value ($000) $6,168 Shares 81,380 Est. Cost $75.42 Unrealized +3.1%
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $6,009 Shares 51,225 Est. Cost $95.15 Unrealized
AAPL APPLE COMPUTER INC 1.0%
Value ($000) $5,989 Shares 59,447 Est. Cost $17.84 Unrealized +21.2%
SUNTRUST BKS INC 0.9%
Value ($000) $5,666 Shares 148,995 Est. Cost $34.55 Unrealized
KMX CARMAX, INC. 0.9%
Value ($000) $5,662 Shares 121,885 Est. Cost $46.75 Unrealized +9.6%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $5,619 Shares 59,743 Est. Cost $54.68 Unrealized +12.5%
RYDEX S&P EQUAL WEIGHT ETF 0.9%
Value ($000) $5,602 Shares 73,909 Est. Cost $64.41 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $5,435 Shares 183,788 Est. Cost $16.48 Unrealized +5.9%
CSCO CISCO SYS INC 0.9%
Value ($000) $5,427 Shares 215,622 Est. Cost $17.05 Unrealized +3.8%
CVS CVS CAREMARK CORP. 0.8%
Value ($000) $5,131 Shares 64,468 Est. Cost $41.44 Unrealized +38.7%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $5,045 Shares 295,910 Est. Cost $11.16 Unrealized +12.7%
ADBE ADOBE SYSTEMS INC 0.8%
Value ($000) $4,948 Shares 71,520 Est. Cost $44.30 Unrealized +60.0%
GOOGLE, INC. CL C 0.8%
Value ($000) $4,917 Shares 8,516 Est. Cost $575.31 Unrealized
CVX CHEVRON TEXACO CORP 0.8%
Value ($000) $4,879 Shares 40,890 Est. Cost $71.39 Unrealized +10.0%
MSFT MICROSOFT CORP 0.8%
Value ($000) $4,857 Shares 104,765 Est. Cost $35.22 Unrealized +6.9%
C CITIGROUP INC 0.8%
Value ($000) $4,738 Shares 91,433 Est. Cost $37.14 Unrealized +0.8%
WY WEYERHAEUSER CO 0.8%
Value ($000) $4,716 Shares 148,016 Est. Cost $19.85 Unrealized +6.0%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $4,663 Shares 45,851 Est. Cost $57.03 Unrealized +39.4%
PEP PEPSICO INC 0.8%
Value ($000) $4,554 Shares 48,918 Est. Cost $56.04 Unrealized +15.8%
ADVISORY BOARD CO/THE 0.7%
Value ($000) $4,535 Shares 97,343 Est. Cost $46.93 Unrealized
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $4,442 Shares 85,643 Est. Cost $28.04 Unrealized +33.5%
LYV LIVE NATION 0.7%
Value ($000) $4,286 Shares 178,430 Est. Cost $22.90 Unrealized +0.9%
FISV FISERV INC 0.7%
Value ($000) $4,261 Shares 65,926 Est. Cost $24.34 Unrealized +29.8%
MRK MERCK & CO INC 0.7%
Value ($000) $4,250 Shares 71,695 Est. Cost $30.50 Unrealized +29.1%
MKL MARKEL CORP 0.7%
Value ($000) $4,237 Shares 6,661 Est. Cost $548.94 Unrealized +17.5%
ABBVIE INC. 0.7%
Value ($000) $4,075 Shares 70,551 Est. Cost $43.12 Unrealized
NSRGY NESTLE S A - ADR REG SHS 0.7%
Value ($000) $4,064 Shares 55,276 Est. Cost $65.59 Unrealized
GOOGLE, INC. CL A 0.6%
Value ($000) $3,881 Shares 6,596 Est. Cost $864.87 Unrealized
TRIBUNE MEDIA COMPANY CL A 0.6%
Value ($000) $3,876 Shares 58,910 Est. Cost $85.05 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.6%
Value ($000) $3,859 Shares 97,070 Est. Cost $39.71 Unrealized
ESTERLINE TECHNOLOGIES, CORP. 0.6%
Value ($000) $3,764 Shares 33,825 Est. Cost $107.39 Unrealized
DEO DIAGEO PLC-SPONSORED ADR NEW 0.6%
Value ($000) $3,754 Shares 32,533 Est. Cost $114.96 Unrealized
LLY LILLY ELI & CO 0.6%
Value ($000) $3,734 Shares 57,585 Est. Cost $47.83 Unrealized +7.4%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $3,734 Shares 44,594 Est. Cost $55.08 Unrealized +8.4%
WILLIS GROUP HOLDINGS PLC 0.6%
Value ($000) $3,732 Shares 90,150 Est. Cost $40.78 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.6%
Value ($000) $3,700 Shares 35,506 Est. Cost $43.35 Unrealized +84.4%
NVS NOVARTIS AG-ADR 0.6%
Value ($000) $3,635 Shares 38,619 Est. Cost $76.86 Unrealized
WMT WAL MART STORES INC 0.6%
Value ($000) $3,613 Shares 47,241 Est. Cost $19.98 Unrealized +1.6%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $3,574 Shares 59,333 Est. Cost $36.29 Unrealized +18.9%
MAS MASCO CORP 0.6%
Value ($000) $3,423 Shares 143,100 Est. Cost $16.43 Unrealized +1.6%
CRANE COMPANY 0.6%
Value ($000) $3,391 Shares 53,650 Est. Cost $60.63 Unrealized
ALLISON TRANSMISSION HOLDING 0.5%
Value ($000) $3,296 Shares 115,690 Est. Cost $30.02 Unrealized
EBAY EBAY INC 0.5%
Value ($000) $3,257 Shares 57,515 Est. Cost $20.38 Unrealized -2.9%
GPC GENUINE PARTS CO 0.5%
Value ($000) $3,123 Shares 35,603 Est. Cost $54.23 Unrealized +15.4%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $3,097 Shares 22,419 Est. Cost $110.67 Unrealized +20.4%
DY DYCOM INDUSTRIES INC 0.5%
Value ($000) $3,093 Shares 100,708 Est. Cost $30.46 Unrealized 0.0%
TIME WARNER INC 0.5%
Value ($000) $2,949 Shares 39,216 Est. Cost $69.72 Unrealized
CBRE CBRE GROUP, INC. 0.5%
Value ($000) $2,908 Shares 97,785 Est. Cost $23.79 Unrealized +32.1%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $2,836 Shares 37,252 Est. Cost $64.34 Unrealized
OXY OCCIDENTAL PETE CP DEL 0.5%
Value ($000) $2,794 Shares 29,060 Est. Cost $66.73 Unrealized +2.0%
IJH ISHARES TRUST S&P MIDCAP 400 0.5%
Value ($000) $2,757 Shares 20,160 Est. Cost $116.68 Unrealized
KRE KBW REGIONAL BANKING ETF 0.4%
Value ($000) $2,722 Shares 71,900 Est. Cost $33.88 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,696 Shares 14,751 Est. Cost $72.69 Unrealized +71.8%
VFC V F CORP 0.4%
Value ($000) $2,681 Shares 40,600 Est. Cost $49.70 Unrealized +20.4%
DIS WALT DISNEY CO 0.4%
Value ($000) $2,640 Shares 29,653 Est. Cost $61.32 Unrealized +29.3%
ABT ABBOTT LABS 0.4%
Value ($000) $2,634 Shares 63,326 Est. Cost $29.16 Unrealized +17.0%
WRB WR BERKLEY CORP 0.4%
Value ($000) $2,627 Shares 54,950 Est. Cost $9.58 Unrealized +11.6%
STT STATE STREET CORP 0.4%
Value ($000) $2,622 Shares 35,625 Est. Cost $44.60 Unrealized +16.7%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $2,580 Shares 22,200 Est. Cost $119.11 Unrealized
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $2,559 Shares 35,610 Est. Cost $68.88 Unrealized
WKC WORLD FUEL SERVICES CORP 0.4%
Value ($000) $2,486 Shares 62,271 Est. Cost $45.04 Unrealized -0.7%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $2,452 Shares 32,725 Est. Cost $67.12 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.4%
Value ($000) $2,412 Shares 29,550 Est. Cost $47.00 Unrealized +41.8%
GLW CORNING INC 0.4%
Value ($000) $2,314 Shares 119,628 Est. Cost $13.23 Unrealized +17.0%
NKE NIKE INC CL B 0.4%
Value ($000) $2,297 Shares 25,752 Est. Cost $26.53 Unrealized +29.6%
UNITED TECHNOLOGIES CP 0.4%
Value ($000) $2,264 Shares 21,437 Est. Cost $92.93 Unrealized
CERNER CORP 0.4%
Value ($000) $2,250 Shares 37,765 Est. Cost $54.70 Unrealized
PARTNER RE LTD 0.4%
Value ($000) $2,245 Shares 20,425 Est. Cost $90.57 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.4%
Value ($000) $2,172 Shares 41,400 Est. Cost $24.02 Unrealized +44.1%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,139 Shares 20,095 Est. Cost $54.08 Unrealized +25.8%
COP CONOCOPHILIPS 0.4%
Value ($000) $2,125 Shares 27,766 Est. Cost $40.14 Unrealized +41.2%
CIT GROUP INC 0.3%
Value ($000) $2,042 Shares 44,425 Est. Cost $46.91 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $2,008 Shares 6,228 Est. Cost $14.99 Unrealized +11.0%
POWERSHARES S&P HIGH QUALITY E 0.3%
Value ($000) $1,989 Shares 92,158 Est. Cost $17.86 Unrealized
DVA DAVITA INC 0.3%
Value ($000) $1,958 Shares 26,765 Est. Cost $59.08 Unrealized +23.9%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,924 Shares 30,739 Est. Cost $45.94 Unrealized +4.0%
CTRA CABOT OIL & GAS CORP COM 0.3%
Value ($000) $1,851 Shares 56,630 Est. Cost $25.54 Unrealized -5.2%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,828 Shares 14,590 Est. Cost $87.66 Unrealized +10.8%
MMM 3M CO 0.3%
Value ($000) $1,807 Shares 12,752 Est. Cost $61.26 Unrealized +36.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,802 Shares 23,879 Est. Cost $24.37 Unrealized +26.6%
DIA SPDR DJIA TRUST 0.3%
Value ($000) $1,787 Shares 10,505 Est. Cost $148.56 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.3%
Value ($000) $1,781 Shares 13,815 Est. Cost $105.41 Unrealized +11.6%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $1,759 Shares 17,900 Est. Cost $55.56 Unrealized +19.4%
SFM SPROUTS FARMERS MARKET, INC. 0.3%
Value ($000) $1,751 Shares 60,250 Est. Cost $30.89 Unrealized 0.0%
MDC HOLDINGS INC 0.3%
Value ($000) $1,691 Shares 66,802 Est. Cost $28.28 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,643 Shares 47,942 Est. Cost $23.16 Unrealized +22.3%
EOG EOG RESOURCES INC 0.3%
Value ($000) $1,638 Shares 16,540 Est. Cost $65.91 Unrealized +20.4%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,618 Shares 15,041 Est. Cost $63.06 Unrealized +12.3%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,612 Shares 17,170 Est. Cost $14.15 Unrealized +26.7%
RIG TRANSOCEAN LTD. 0.3%
Value ($000) $1,522 Shares 47,601 Est. Cost $50.78 Unrealized -23.0%
HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,494 Shares 23,379 Est. Cost $50.77 Unrealized
EATON VANCE CORP COM NON VTG 0.2%
Value ($000) $1,476 Shares 39,125 Est. Cost $37.60 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.2%
Value ($000) $1,417 Shares 16,070 Est. Cost $84.91 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.2%
Value ($000) $1,398 Shares 28,525 Est. Cost $49.54 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,393 Shares 21,366 Est. Cost $44.38 Unrealized +14.2%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,377 Shares 20,000 Est. Cost $40.69 Unrealized +20.0%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,372 Shares 16,455 Est. Cost $49.33 Unrealized -2.9%
HERTZ GLOBAL HOLDINGS, INC 0.2%
Value ($000) $1,356 Shares 53,390 Est. Cost $26.64 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $1,328 Shares 21,640 Est. Cost $37.50 Unrealized +25.2%
ACN ACCENTURE PLC 0.2%
Value ($000) $1,270 Shares 15,621 Est. Cost $62.02 Unrealized +6.6%
POTASH CORP SASK INC 0.2%
Value ($000) $1,251 Shares 36,212 Est. Cost $36.22 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $1,241 Shares 6 Est. Cost $170664.90 Unrealized +17.1%
PHARMACEUTICAL HOLDERS TRUST 0.2%
Value ($000) $1,222 Shares 19,220 Est. Cost $45.73 Unrealized
R RYDER SYS INC 0.2%
Value ($000) $1,201 Shares 13,350 Est. Cost $66.27 Unrealized +35.3%
IOO ISHARES S&P GLOBAL INDEX 100 0.2%
Value ($000) $1,167 Shares 15,070 Est. Cost $67.57 Unrealized
RWT REDWOOD TRUST, INC. 0.2%
Value ($000) $1,102 Shares 66,445 Est. Cost $17.00 Unrealized
DWX SPDR S&P INT'L DIVIDEND ETF 0.2%
Value ($000) $1,091 Shares 23,580 Est. Cost $43.89 Unrealized
COR AMERISOURCEBERGEN CORP. 0.2%
Value ($000) $1,088 Shares 14,080 Est. Cost $38.92 Unrealized +42.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,052 Shares 11,292 Est. Cost $53.13 Unrealized +26.3%
POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $1,049 Shares 11,935 Est. Cost $78.22 Unrealized
AIVL WISDOMTREE DIVIDEND EX-FIN ETF 0.2%
Value ($000) $1,043 Shares 14,205 Est. Cost $62.44 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $1,039 Shares 5,338 Est. Cost $101.46 Unrealized +74.3%
TPH TRI POINTE HOMES INC. 0.2%
Value ($000) $1,002 Shares 77,440 Est. Cost $14.22 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $996 Shares 13,320 Est. Cost $47.28 Unrealized +17.2%
MOS MOSAIC CO 0.2%
Value ($000) $964 Shares 21,700 Est. Cost $46.11 Unrealized -18.9%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $934 Shares 8,370 Est. Cost $61.40 Unrealized +34.6%
DU PONT E I DE NEMOURS 0.2%
Value ($000) $929 Shares 12,946 Est. Cost $52.59 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $917 Shares 4,663 Est. Cost $59.61 Unrealized +39.9%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $914 Shares 12,380 Est. Cost $64.00 Unrealized
PPL PPL CORP. 0.1%
Value ($000) $884 Shares 26,928 Est. Cost $16.39 Unrealized +14.6%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $864 Shares 8,440 Est. Cost $44.54 Unrealized +4.5%
ALTERA CORP 0.1%
Value ($000) $854 Shares 23,875 Est. Cost $33.51 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $843 Shares 11,268 Est. Cost $41.83 Unrealized +9.1%
DISCOVER FINANCIAL SERVICES CO 0.1%
Value ($000) $837 Shares 12,994 Est. Cost $47.67 Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $828 Shares 14,685 Est. Cost $55.85 Unrealized
WEATHERFORD INTL PLC COM 0.1%
Value ($000) $792 Shares 38,100 Est. Cost $22.99 Unrealized
VWO VANGUARD EMERGING MARKETS 0.1%
Value ($000) $790 Shares 18,945 Est. Cost $41.48 Unrealized
V VISA INC - CLASS A 0.1%
Value ($000) $771 Shares 3,615 Est. Cost $46.81 Unrealized +6.0%
TIME WARNER CABLE - A 0.1%
Value ($000) $756 Shares 5,267 Est. Cost $113.71 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $749 Shares 14,628 Est. Cost $30.23 Unrealized +13.2%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $719 Shares 17,840 Est. Cost $51.21 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $713 Shares 11,050 Est. Cost $33.21 Unrealized +66.2%
CVE CENOVUS ENERGY, INC. 0.1%
Value ($000) $710 Shares 26,420 Est. Cost $22.39 Unrealized +7.7%
IWM ISHARES TRUST RUSSELL 2000 IND 0.1%
Value ($000) $689 Shares 6,299 Est. Cost $97.00 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $676 Shares 9,885 Est. Cost $56.14 Unrealized +5.3%
TGT TARGET CORP 0.1%
Value ($000) $676 Shares 10,784 Est. Cost $47.95 Unrealized -9.8%
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.1%
Value ($000) $671 Shares 14,574 Est. Cost $44.71 Unrealized
UNFI UNITED NATURAL FOODS INC. 0.1%
Value ($000) $642 Shares 10,450 Est. Cost $66.87 Unrealized -6.1%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $638 Shares 5,607 Est. Cost $78.11 Unrealized +22.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $625 Shares 4,800 Est. Cost $61.55 Unrealized +50.2%
BP BP AMOCO PLC - SPONS ADR 0.1%
Value ($000) $588 Shares 13,376 Est. Cost $42.46 Unrealized
T AT&T INC 0.1%
Value ($000) $584 Shares 16,581 Est. Cost $11.47 Unrealized +3.7%
STAPLES INC 0.1%
Value ($000) $573 Shares 47,366 Est. Cost $10.98 Unrealized
ENSCO PLC CL A 0.1%
Value ($000) $549 Shares 13,295 Est. Cost $55.58 Unrealized
SSD SIMPSON MANUFACTURING CO. 0.1%
Value ($000) $525 Shares 18,000 Est. Cost $29.71 Unrealized -5.2%
AMERICAN RLTY CAP PROP INC 0.1%
Value ($000) $523 Shares 43,369 Est. Cost $14.02 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $518 Shares 5,920 Est. Cost $73.05 Unrealized +4.7%
KINDER MORGAN ENERGY PARTNERS 0.1%
Value ($000) $516 Shares 5,530 Est. Cost $85.39 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS 0.1%
Value ($000) $514 Shares 13,500 Est. Cost $24.24 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $496 Shares 14,242 Est. Cost $20.45 Unrealized +25.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $496 Shares 5,227 Est. Cost $71.06 Unrealized +0.3%
DLTR DOLLAR TREE, INC. 0.1%
Value ($000) $496 Shares 8,850 Est. Cost $48.73 Unrealized +13.1%
SANDERSON FARMS INC 0.1%
Value ($000) $484 Shares 5,500 Est. Cost $66.36 Unrealized
COUSINS PROPERTIES 0.1%
Value ($000) $479 Shares 40,071 Est. Cost $10.12 Unrealized
CAREFUSION CORP 0.1%
Value ($000) $468 Shares 10,350 Est. Cost $36.81 Unrealized
E M C CORP MASS 0.1%
Value ($000) $468 Shares 16,004 Est. Cost $29.24 Unrealized
TWENTY-FIRST CENTURY FOX INC C 0.1%
Value ($000) $462 Shares 13,481 Est. Cost $33.33 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $462 Shares 7,458 Est. Cost $51.83 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $438 Shares 5,080 Est. Cost $50.99 Unrealized +38.0%
ALLEGHANY CORP DEL 0.1%
Value ($000) $435 Shares 1,040 Est. Cost $383.65 Unrealized
HARRIS CORP DEL 0.1%
Value ($000) $425 Shares 6,400 Est. Cost $49.22 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $423 Shares 5,000 Est. Cost $27.00 Unrealized +11.3%
EXC EXELON CORPORATION 0.1%
Value ($000) $422 Shares 12,385 Est. Cost $13.80 Unrealized +13.3%
SO SOUTHERN CO 0.1%
Value ($000) $420 Shares 9,623 Est. Cost $26.76 Unrealized +1.3%
SUNOCO LOGISTICS PARTNERS LP 0.1%
Value ($000) $420 Shares 8,700 Est. Cost $55.52 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $405 Shares 3,885 Est. Cost $103.45 Unrealized
COLFAX CORPORATION 0.1%
Value ($000) $402 Shares 7,057 Est. Cost $55.56 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $394 Shares 8,586 Est. Cost $16.28 Unrealized +27.0%
FIS FIDELITY NATIONAL INFORMATION 0.1%
Value ($000) $394 Shares 7,000 Est. Cost $43.50 Unrealized +6.9%
IYH ISHARES DJ US HEALTHCARE SEC 0.1%
Value ($000) $383 Shares 2,850 Est. Cost $100.35 Unrealized
ADP AUTOMATIC DATA PROCESS 0.1%
Value ($000) $382 Shares 4,600 Est. Cost $45.09 Unrealized +24.8%
TRIBUNE PUBLISHING CO 0.1%
Value ($000) $375 Shares 18,583 Est. Cost $20.18 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $370 Shares 6,500 Est. Cost $21.67 Unrealized +24.9%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $352 Shares 1,950 Est. Cost $180.51 Unrealized
ENERGEN CORP 0.1%
Value ($000) $347 Shares 4,800 Est. Cost $52.75 Unrealized
MAGELLAN MIDSTREAM PARTNERS, L 0.1%
Value ($000) $337 Shares 4,000 Est. Cost $54.50 Unrealized
NABORS INDS INC 0.1%
Value ($000) $331 Shares 14,550 Est. Cost $15.29 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $330 Shares 2,346 Est. Cost $77.99 Unrealized +21.2%
FNF FNF GROUP 0.1%
Value ($000) $326 Shares 11,757 Est. Cost $12.25 Unrealized +3.9%
HUM HUMANA INC 0.1%
Value ($000) $326 Shares 2,500 Est. Cost $71.14 Unrealized +63.2%
BARD C R INC 0.1%
Value ($000) $321 Shares 2,250 Est. Cost $108.89 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $321 Shares 3,946 Est. Cost $40.44 Unrealized +36.3%
MARATHON OIL CORP 0.1%
Value ($000) $320 Shares 8,500 Est. Cost $34.54 Unrealized
URI UNITED RENTALS INC. 0.1%
Value ($000) $306 Shares 2,750 Est. Cost $94.66 Unrealized +15.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $296 Shares 2,250 Est. Cost $62.64 Unrealized +67.0%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $291 Shares 6,000 Est. Cost $38.11 Unrealized
HVT/A HAVERTY FURN COS INC CLASS A 0.0%
Value ($000) $287 Shares 13,199 Est. Cost $11.86 Unrealized +4.5%
IWO ISHARES TR RUSSELL 2000 GROWTH 0.0%
Value ($000) $282 Shares 2,175 Est. Cost $111.56 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $271 Shares 5,127 Est. Cost $33.47 Unrealized +23.1%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $263 Shares 4,270 Est. Cost $31.42 Unrealized +17.5%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $261 Shares 4,400 Est. Cost $44.12 Unrealized +26.5%
XLF AMEX FINANCIAL SECTOR SPDR 0.0%
Value ($000) $260 Shares 11,204 Est. Cost $23.21 Unrealized
RAYTHEON CO 0.0%
Value ($000) $258 Shares 2,542 Est. Cost $66.11 Unrealized
APACHE CORP 0.0%
Value ($000) $255 Shares 2,720 Est. Cost $83.85 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $249 Shares 2,105 Est. Cost $103.56 Unrealized
XLI AMEX INDUSTRIAL SECTOR SPDR 0.0%
Value ($000) $242 Shares 4,559 Est. Cost $53.08 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $240 Shares 6,480 Est. Cost $49.77 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $240 Shares 2,500 Est. Cost $59.35 Unrealized +10.6%
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $236 Shares 28,400 Est. Cost $8.12 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $232 Shares 3,219 Est. Cost $38.97 Unrealized +10.1%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $231 Shares 2,282 Est. Cost $87.64 Unrealized
GHC GRAHAM HOLDINGS COMPANY 0.0%
Value ($000) $228 Shares 326 Est. Cost $359.32 Unrealized +6.2%
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $222 Shares 5,305 Est. Cost $38.56 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $217 Shares 5,165 Est. Cost $37.64 Unrealized
WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $215 Shares 4,111 Est. Cost $52.30 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $213 Shares 5,501 Est. Cost $26.07 Unrealized +12.9%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $210 Shares 5,386 Est. Cost $46.66 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $209 Shares 5,510 Est. Cost $27.57 Unrealized 0.0%
IUTSF ISHARES CDN S&P/TSX 60 INDX FU 0.0%
Value ($000) $205 Shares 9,449 Est. Cost $21.75 Unrealized
CAR AVIS BUDGET GROUP INC. 0.0%
Value ($000) $203 Shares 3,700 Est. Cost $28.40 Unrealized +109.2%
HVT HAVERTY FURNITURE INC COM 0.0%
Value ($000) $202 Shares 9,283 Est. Cost $23.71 Unrealized -0.6%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $201 Shares 4,500 Est. Cost $40.40 Unrealized 0.0%
WISDOMTREE INVESTMENTS 0.0%
Value ($000) $116 Shares 10,163 Est. Cost $11.41 Unrealized
SEBC SOUTHEASTERN BANKING CORP. 0.0%
Value ($000) $79 Shares 10,144 Est. Cost $3.45 Unrealized +39.8%
SINTANA ENERGY INC COM 0.0%
Value ($000) $18 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