DAVIS R M INC Diversified Active

CIK: 0000891287 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 23, 2015

Total Value ($000): $1,814,446 (100.0% shares, 0.0% debt)

Holdings (193)

AAPL APPLE INC 3.1%
Value ($000) $56,414 Shares 511,089 Est. Cost $17.93 Unrealized +34.3%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $44,545 Shares 481,826 Est. Cost $53.98 Unrealized +7.5%
CHUBB CORPORATION 2.3%
Value ($000) $41,027 Shares 396,509 Est. Cost $84.95 Unrealized
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $40,043 Shares 382,935 Est. Cost $59.70 Unrealized +29.5%
PEP PEPSICO INC 2.2%
Value ($000) $39,700 Shares 419,836 Est. Cost $56.45 Unrealized +21.6%
CERNER CORPORATION 2.2%
Value ($000) $39,221 Shares 606,577 Est. Cost $73.88 Unrealized
APH AMPHENOL CORPORATION-A 2.1%
Value ($000) $37,641 Shares 699,523 Est. Cost $9.98 Unrealized +15.4%
COVIDIEN PLC 2.0%
Value ($000) $36,764 Shares 359,448 Est. Cost $63.64 Unrealized
HSIC HENRY SCHEIN INC 2.0%
Value ($000) $36,691 Shares 269,493 Est. Cost $36.66 Unrealized +35.7%
QCOM QUALCOMM INC 2.0%
Value ($000) $36,471 Shares 490,660 Est. Cost $46.36 Unrealized +15.1%
MTD METTLER-TOLEDO INTL INC 1.9%
Value ($000) $34,290 Shares 113,372 Est. Cost $212.95 Unrealized +29.1%
PRGO PERRIGO CO PLC 1.9%
Value ($000) $34,244 Shares 204,856 Est. Cost $156.21 Unrealized +0.1%
NKE NIKE INC- B 1.7%
Value ($000) $31,599 Shares 328,641 Est. Cost $26.53 Unrealized +53.6%
WASTE CONNECTIONS INC 1.7%
Value ($000) $31,424 Shares 714,337 Est. Cost $41.40 Unrealized
MMM 3M CO 1.7%
Value ($000) $30,740 Shares 187,073 Est. Cost $61.50 Unrealized +45.8%
C.R. BARD INC 1.7%
Value ($000) $30,539 Shares 183,288 Est. Cost $108.74 Unrealized
DHR DANAHER CORP 1.7%
Value ($000) $30,424 Shares 354,968 Est. Cost $26.16 Unrealized +25.8%
HAIN HAIN CELESTIAL GROUP 1.7%
Value ($000) $29,986 Shares 514,430 Est. Cost $49.81 Unrealized +8.6%
TROW T. ROWE PRICE GROUP INC 1.6%
Value ($000) $29,840 Shares 347,537 Est. Cost $47.96 Unrealized +12.0%
EMC CORP 1.6%
Value ($000) $29,692 Shares 998,384 Est. Cost $24.52 Unrealized
NATIONAL OILWELL VARCO INC 1.6%
Value ($000) $29,643 Shares 452,360 Est. Cost $70.01 Unrealized
ECL ECOLAB INC 1.6%
Value ($000) $29,140 Shares 278,803 Est. Cost $73.74 Unrealized +31.1%
UNP UNION PACIFIC CORP 1.6%
Value ($000) $28,509 Shares 239,311 Est. Cost $65.73 Unrealized +36.1%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $28,450 Shares 247,393 Est. Cost $96.97 Unrealized
ROP ROPER INDUSTRIES INC 1.5%
Value ($000) $27,023 Shares 172,838 Est. Cost $113.80 Unrealized +26.0%
DRESSER-RAND GROUP INC 1.4%
Value ($000) $25,608 Shares 313,051 Est. Cost $59.88 Unrealized
SYK STRYKER CORP 1.4%
Value ($000) $25,384 Shares 269,097 Est. Cost $57.19 Unrealized +36.1%
TJX TJX COMPANIES INC 1.4%
Value ($000) $24,706 Shares 360,250 Est. Cost $21.53 Unrealized +26.9%
BWA BORGWARNER INC 1.3%
Value ($000) $24,464 Shares 445,212 Est. Cost $34.22 Unrealized +20.7%
SBUX STARBUCKS CORP 1.3%
Value ($000) $24,163 Shares 294,494 Est. Cost $25.49 Unrealized +22.7%
STERICYCLE INC 1.3%
Value ($000) $23,991 Shares 183,026 Est. Cost $113.81 Unrealized
AMT AMERICAN TOWER CORP 1.3%
Value ($000) $23,589 Shares 238,633 Est. Cost $60.13 Unrealized +25.0%
ACN ACCENTURE PLC-A 1.3%
Value ($000) $23,256 Shares 260,396 Est. Cost $64.14 Unrealized +8.0%
COP CONOCOPHILLIPS 1.2%
Value ($000) $22,416 Shares 324,583 Est. Cost $43.30 Unrealized +12.8%
MKC MCCORMICK & COMPANY INC 1.2%
Value ($000) $21,785 Shares 293,205 Est. Cost $28.18 Unrealized +2.7%
UNILEVER PLC ADR 1.2%
Value ($000) $21,535 Shares 531,992 Est. Cost $40.71 Unrealized
PSX PHILLIPS 66 1.1%
Value ($000) $20,832 Shares 290,538 Est. Cost $41.45 Unrealized +18.6%
USB U.S. BANCORP 1.1%
Value ($000) $20,653 Shares 459,458 Est. Cost $22.64 Unrealized +28.6%
PRAXAIR INC 1.1%
Value ($000) $20,578 Shares 158,830 Est. Cost $117.09 Unrealized
WFC WELLS FARGO & CO 1.1%
Value ($000) $20,546 Shares 374,790 Est. Cost $27.41 Unrealized +41.4%
VFC VF CORP 1.1%
Value ($000) $20,429 Shares 272,750 Est. Cost $49.66 Unrealized +33.2%
BNS BANK OF NOVA SCOTIA 1.1%
Value ($000) $20,033 Shares 350,955 Est. Cost $30.40 Unrealized +11.4%
MCD MCDONALDS CORP 1.1%
Value ($000) $19,892 Shares 212,289 Est. Cost $71.80 Unrealized -1.7%
FMC TECHNOLOGIES INC 1.1%
Value ($000) $19,592 Shares 418,280 Est. Cost $55.11 Unrealized
GOOGLE INC-A 1.1%
Value ($000) $19,466 Shares 36,683 Est. Cost $830.70 Unrealized
CL COLGATE PALMOLIVE COMPANY 1.1%
Value ($000) $19,116 Shares 276,283 Est. Cost $44.38 Unrealized +17.6%
IDXX IDEXX LABORATORIES INC 1.0%
Value ($000) $17,763 Shares 119,801 Est. Cost $45.89 Unrealized +52.8%
COST COSTCO WHOLESALE CORP 1.0%
Value ($000) $17,398 Shares 122,738 Est. Cost $87.06 Unrealized +25.7%
EBAY EBAY INC 0.9%
Value ($000) $17,114 Shares 304,955 Est. Cost $19.91 Unrealized +1.4%
PG PROCTER & GAMBLE COMPANY 0.9%
Value ($000) $16,530 Shares 181,471 Est. Cost $55.00 Unrealized +17.5%
MCHP MICROCHIP TECHNOLOGY INC 0.9%
Value ($000) $16,494 Shares 365,645 Est. Cost $15.22 Unrealized +13.7%
PRECISION CASTPARTS CORP 0.9%
Value ($000) $16,324 Shares 67,768 Est. Cost $231.29 Unrealized
HOLX HOLOGIC INC 0.8%
Value ($000) $15,361 Shares 574,448 Est. Cost $20.90 Unrealized +23.5%
VWO VANGUARD FTSE EMERGING MKTS ET 0.8%
Value ($000) $15,188 Shares 379,519 Est. Cost $38.80 Unrealized
GOOGLE INC-C 0.8%
Value ($000) $15,037 Shares 28,566 Est. Cost $575.27 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CORP- 0.8%
Value ($000) $14,484 Shares 275,051 Est. Cost $37.62 Unrealized +17.7%
DIS WALT DISNEY CO 0.8%
Value ($000) $14,210 Shares 150,868 Est. Cost $69.49 Unrealized +17.0%
IBM INTL BUSINESS MACHINES CORP 0.7%
Value ($000) $13,063 Shares 81,422 Est. Cost $118.76 Unrealized -15.4%
NTRS NORTHERN TRUST CORP 0.7%
Value ($000) $13,038 Shares 193,447 Est. Cost $40.39 Unrealized +22.7%
HCSG HEALTHCARE SERVICES GROUP 0.7%
Value ($000) $13,032 Shares 421,330 Est. Cost $25.13 Unrealized +17.9%
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $11,855 Shares 140,016 Est. Cost $73.51 Unrealized
PLUM CREEK TIMBER CO 0.6%
Value ($000) $11,627 Shares 271,721 Est. Cost $46.07 Unrealized
FFIV F5 NETWORKS INC 0.6%
Value ($000) $10,459 Shares 80,170 Est. Cost $85.63 Unrealized +45.6%
PII POLARIS INDUSTRIES INC 0.5%
Value ($000) $9,920 Shares 65,590 Est. Cost $136.14 Unrealized +10.2%
CMCSA COMCAST CORP-A 0.5%
Value ($000) $9,501 Shares 163,785 Est. Cost $15.62 Unrealized +36.1%
MSFT MICROSOFT CORP 0.5%
Value ($000) $9,144 Shares 196,857 Est. Cost $26.87 Unrealized +48.4%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $9,087 Shares 97,669 Est. Cost $60.69 Unrealized +25.9%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $8,965 Shares 107,536 Est. Cost $45.09 Unrealized +40.9%
APACHE CORPORATION 0.5%
Value ($000) $8,765 Shares 139,854 Est. Cost $83.92 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $8,621 Shares 94,191 Est. Cost $62.78 Unrealized +16.8%
RED HAT INC 0.5%
Value ($000) $8,489 Shares 122,774 Est. Cost $58.20 Unrealized
OMC OMNICOM GROUP INC 0.5%
Value ($000) $8,449 Shares 109,058 Est. Cost $40.69 Unrealized +23.5%
AME AMETEK INC 0.4%
Value ($000) $7,952 Shares 151,093 Est. Cost $47.58 Unrealized -1.0%
VMI VALMONT INDUSTRIES INC 0.4%
Value ($000) $7,062 Shares 55,610 Est. Cost $143.26 Unrealized -6.8%
SANDISK CORP 0.3%
Value ($000) $6,274 Shares 64,035 Est. Cost $62.52 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $5,565 Shares 27,074 Est. Cost $169.56 Unrealized
CME CME GROUP INC 0.3%
Value ($000) $5,546 Shares 62,560 Est. Cost $48.07 Unrealized +12.9%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $4,681 Shares 76,933 Est. Cost $57.41 Unrealized
FAST FASTENAL COMPANY 0.3%
Value ($000) $4,596 Shares 96,636 Est. Cost $8.81 Unrealized -5.3%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $4,460 Shares 47,313 Est. Cost $71.46 Unrealized +0.6%
VEU VANGUARD FTSE ALL WORLD EX-US 0.2%
Value ($000) $3,942 Shares 84,113 Est. Cost $44.39 Unrealized
NVO NOVO-NORDISK A/S ADR 0.2%
Value ($000) $3,884 Shares 91,775 Est. Cost $68.38 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $3,745 Shares 33,383 Est. Cost $71.23 Unrealized -1.0%
GENERAL ELECTRIC CO 0.2%
Value ($000) $3,533 Shares 139,823 Est. Cost $23.19 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $3,418 Shares 29,585 Est. Cost $63.77 Unrealized +19.3%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $3,294 Shares 38,565 Est. Cost $53.86 Unrealized +25.0%
BRK/B BERKSHIRE HATHAWAY INC-B 0.2%
Value ($000) $3,157 Shares 21,027 Est. Cost $113.10 Unrealized +27.6%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $3,120 Shares 50,547 Est. Cost $40.17 Unrealized +15.5%
VTI VANGUARD US TOTAL STOCK MKT 0.2%
Value ($000) $3,092 Shares 29,169 Est. Cost $85.15 Unrealized
TOTAL SA ADR 0.2%
Value ($000) $2,900 Shares 56,650 Est. Cost $48.70 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $2,698 Shares 25,960 Est. Cost $73.52 Unrealized +1.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $2,671 Shares 42,685 Est. Cost $36.24 Unrealized +23.3%
DE DEERE & CO 0.1%
Value ($000) $2,608 Shares 29,484 Est. Cost $68.04 Unrealized +3.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $2,549 Shares 25,508 Est. Cost $53.13 Unrealized +28.5%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $2,326 Shares 33,809 Est. Cost $32.16 Unrealized +52.5%
MDY SPDR S&P M/C 400 ETF 0.1%
Value ($000) $2,128 Shares 8,060 Est. Cost $222.74 Unrealized
IJH ISHARES CORE S&P M/C ETF 0.1%
Value ($000) $2,058 Shares 14,213 Est. Cost $123.42 Unrealized
VFSUX VANGUARD S/T INV GRADE FD 0.1%
Value ($000) $2,049 Shares 192,251 Est. Cost $10.66 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,654 Shares 15,092 Est. Cost $58.73 Unrealized +46.1%
ALLERGAN INC 0.1%
Value ($000) $1,640 Shares 7,715 Est. Cost $87.77 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,633 Shares 24,961 Est. Cost $26.86 Unrealized +49.8%
XYL XYLEM INC 0.1%
Value ($000) $1,609 Shares 42,270 Est. Cost $23.44 Unrealized +35.7%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,565 Shares 43,336 Est. Cost $50.97 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,555 Shares 49,918 Est. Cost $16.62 Unrealized +8.1%
ABT ABBOTT LABS 0.1%
Value ($000) $1,540 Shares 34,213 Est. Cost $29.04 Unrealized +21.6%
KO COCA COLA CO 0.1%
Value ($000) $1,499 Shares 35,494 Est. Cost $28.03 Unrealized +7.2%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,474 Shares 22,425 Est. Cost $46.80 Unrealized +23.2%
IWR ISHARES RUSSELL M/C ETF 0.1%
Value ($000) $1,316 Shares 7,877 Est. Cost $129.94 Unrealized
DU PONT DE NEMOURS 0.1%
Value ($000) $1,299 Shares 17,563 Est. Cost $59.30 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,292 Shares 10,797 Est. Cost $98.74 Unrealized
T AT&T INC 0.1%
Value ($000) $1,229 Shares 36,597 Est. Cost $11.35 Unrealized +4.0%
KINDER MORGAN INC 0.1%
Value ($000) $1,211 Shares 28,630 Est. Cost $42.30 Unrealized
ROYAL DUTCH SHELL ADR-A 0.1%
Value ($000) $1,209 Shares 18,065 Est. Cost $64.74 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,148 Shares 19,441 Est. Cost $30.59 Unrealized +27.2%
KELLOGG CO 0.1%
Value ($000) $1,096 Shares 16,750 Est. Cost $38.95 Unrealized +4.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,071 Shares 22,887 Est. Cost $26.99 Unrealized +2.5%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $1,014 Shares 12,273 Est. Cost $55.10 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,004 Shares 10,604 Est. Cost $50.53 Unrealized +38.7%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,003 Shares 36,065 Est. Cost $15.37 Unrealized +19.1%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $992 Shares 10,970 Est. Cost $38.68 Unrealized +37.4%
VEA VANGUARD FTSE DEVELOPED MKTS E 0.1%
Value ($000) $984 Shares 25,973 Est. Cost $38.29 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $897 Shares 15,790 Est. Cost $32.97 Unrealized +19.3%
INTC INTEL CORP 0.0%
Value ($000) $874 Shares 24,075 Est. Cost $18.55 Unrealized +43.6%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $855 Shares 8,877 Est. Cost $46.20 Unrealized +39.5%
HD HOME DEPOT INC 0.0%
Value ($000) $802 Shares 7,642 Est. Cost $56.57 Unrealized +32.2%
SJM JM SMUCKER CO 0.0%
Value ($000) $795 Shares 7,871 Est. Cost $71.01 Unrealized +2.8%
VB VANGUARD S/C ETF 0.0%
Value ($000) $791 Shares 6,782 Est. Cost $95.96 Unrealized
V VISA INC-A 0.0%
Value ($000) $785 Shares 2,994 Est. Cost $44.52 Unrealized +25.1%
MEDTRONIC INC 0.0%
Value ($000) $778 Shares 10,773 Est. Cost $61.97 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGH 0.0%
Value ($000) $762 Shares 9,525 Est. Cost $67.19 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $747 Shares 10,829 Est. Cost $43.01 Unrealized +28.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $747 Shares 15,155 Est. Cost $17.64 Unrealized +34.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $726 Shares 8,910 Est. Cost $49.41 Unrealized -0.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $706 Shares 6,669 Est. Cost $65.15 Unrealized +21.2%
ORCL ORACLE CORP 0.0%
Value ($000) $679 Shares 15,097 Est. Cost $27.58 Unrealized +25.1%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $659 Shares 12,843 Est. Cost $55.80 Unrealized
PATTERSON COMPANIES INC 0.0%
Value ($000) $598 Shares 12,435 Est. Cost $37.60 Unrealized
COACH INC 0.0%
Value ($000) $584 Shares 15,555 Est. Cost $52.45 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $558 Shares 5,350 Est. Cost $60.00 Unrealized +21.8%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value ($000) $522 Shares 5,457 Est. Cost $87.01 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $520 Shares 3,608 Est. Cost $62.80 Unrealized +53.2%
BF/B BROWN FORMAN CORP-B 0.0%
Value ($000) $509 Shares 5,800 Est. Cost $22.68 Unrealized +31.4%
IJK ISHARES S&P MIDCAP 400 GWTH 0.0%
Value ($000) $489 Shares 3,065 Est. Cost $144.96 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $474 Shares 13,825 Est. Cost $33.92 Unrealized -3.8%
AMGN AMGEN INC 0.0%
Value ($000) $465 Shares 2,920 Est. Cost $74.21 Unrealized +52.7%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $435 Shares 5,393 Est. Cost $59.56 Unrealized -0.4%
XLI INDSTRL SELECT SECT 0.0%
Value ($000) $431 Shares 7,614 Est. Cost $52.29 Unrealized
DHS WISDOMTREE EQUITY INCOME 0.0%
Value ($000) $419 Shares 6,800 Est. Cost $59.26 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $414 Shares 1,995 Est. Cost $176.84 Unrealized +5.7%
AMZN AMAZON.COM INC 0.0%
Value ($000) $386 Shares 1,245 Est. Cost $15.81 Unrealized -1.5%
WMT WAL-MART STORES INC 0.0%
Value ($000) $359 Shares 4,185 Est. Cost $20.25 Unrealized +7.8%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $344 Shares 6,000 Est. Cost $64.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $343 Shares 3,395 Est. Cost $58.64 Unrealized +35.1%
BA BOEING CO 0.0%
Value ($000) $343 Shares 2,638 Est. Cost $85.88 Unrealized +28.8%
BND VANGUARD TOTAL BOND MKT ETF 0.0%
Value ($000) $340 Shares 4,133 Est. Cost $80.81 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $337 Shares 4,029 Est. Cost $45.64 Unrealized +11.7%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $326 Shares 3,515 Est. Cost $81.38 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $326 Shares 3,569 Est. Cost $48.08 Unrealized +27.6%
BP BP PLC ADR 0.0%
Value ($000) $302 Shares 7,930 Est. Cost $42.25 Unrealized
MDLZ MONDELEZ INTL INC-A 0.0%
Value ($000) $297 Shares 8,170 Est. Cost $28.30 Unrealized +0.4%
CDK GLOBAL INC 0.0%
Value ($000) $296 Shares 7,250 Est. Cost $40.83 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $294 Shares 4,007 Est. Cost $30.46 Unrealized +6.0%
CSX CSX CORP 0.0%
Value ($000) $281 Shares 7,752 Est. Cost $7.67 Unrealized +28.2%
GIS GENERAL MILLS INC 0.0%
Value ($000) $273 Shares 5,124 Est. Cost $32.15 Unrealized +9.6%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $272 Shares 5,696 Est. Cost $45.58 Unrealized +5.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $261 Shares 2,333 Est. Cost $111.94 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $261 Shares 6,432 Est. Cost $21.22 Unrealized +40.2%
AQUA AMERICA INC 0.0%
Value ($000) $258 Shares 9,665 Est. Cost $26.69 Unrealized
AGL RESOURCES INC 0.0%
Value ($000) $252 Shares 4,617 Est. Cost $42.82 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $248 Shares 8,201 Est. Cost $15.92 Unrealized +56.1%
WELLS FARGO & CO 7.50% PFD 0.0%
Value ($000) $243 Shares 200 Est. Cost $1192.00 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $238 Shares 5,575 Est. Cost $50.04 Unrealized
UNILEVER NV-NY SHARES 0.0%
Value ($000) $237 Shares 6,074 Est. Cost $39.94 Unrealized
CELGENE CORP 0.0%
Value ($000) $234 Shares 2,094 Est. Cost $85.73 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $226 Shares 3,600 Est. Cost $56.46 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $220 Shares 3,213 Est. Cost $64.06 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $220 Shares 1,600 Est. Cost $88.53 Unrealized +20.9%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $220 Shares 649 Est. Cost $329.72 Unrealized -1.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $217 Shares 2,045 Est. Cost $18.89 Unrealized 0.0%
POWERSHARES FINANCIAL PFD ETF 0.0%
Value ($000) $217 Shares 11,900 Est. Cost $17.98 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $212 Shares 1,473 Est. Cost $104.58 Unrealized 0.0%
JOHNSON CONTROLS INC 0.0%
Value ($000) $210 Shares 4,350 Est. Cost $35.75 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $206 Shares 5,250 Est. Cost $39.31 Unrealized
CNI CANADIAN NATL RAILWAY 0.0%
Value ($000) $206 Shares 2,990 Est. Cost $41.96 Unrealized +33.3%
WHOLE FOODS MARKET INC 0.0%
Value ($000) $204 Shares 4,050 Est. Cost $50.37 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $203 Shares 4,350 Est. Cost $43.76 Unrealized 0.0%
MARKWEST ENERGY PARTNERS LP 0.0%
Value ($000) $202 Shares 3,000 Est. Cost $71.67 Unrealized
ALCO ALICO INC 0.0%
Value ($000) $200 Shares 4,000 Est. Cost $33.40 Unrealized 0.0%
PUTNAM MASTER INTM INCOME TRUS 0.0%
Value ($000) $196 Shares 40,701 Est. Cost $5.09 Unrealized
NATIONAL PENN BANCSHARES INC 0.0%
Value ($000) $189 Shares 18,000 Est. Cost $10.16 Unrealized
KEY KEYCORP 0.0%
Value ($000) $186 Shares 13,414 Est. Cost $8.11 Unrealized +6.3%
PBR PETROLEO BRASILEIRO SA ADR 0.0%
Value ($000) $134 Shares 18,410 Est. Cost $13.43 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $49 Shares 14,062 Est. Cost $3.51 Unrealized