DAVIS R M INC Diversified Active

CIK: 0000891287 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 17, 2015

Total Value ($000): $1,901,003 (100.0% shares, 0.0% debt)

Holdings (192)

AAPL APPLE INC 3.3%
Value ($000) $61,936 Shares 497,758 Est. Cost $17.93 Unrealized +49.7%
IWV ISHARES RUSSELL 3000 INDEX 2.6%
Value ($000) $49,147 Shares 396,827 Est. Cost $123.85 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS E 2.3%
Value ($000) $44,364 Shares 1,113,833 Est. Cost $39.79 Unrealized
CERNER CORPORATION 2.3%
Value ($000) $43,182 Shares 589,437 Est. Cost $73.88 Unrealized
PEP PEPSICO INC 2.2%
Value ($000) $41,109 Shares 429,916 Est. Cost $56.76 Unrealized +22.8%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $40,602 Shares 477,675 Est. Cost $53.98 Unrealized +3.0%
APH AMPHENOL CORPORATION-A 2.1%
Value ($000) $39,597 Shares 671,938 Est. Cost $9.98 Unrealized +26.5%
CHUBB CORPORATION 2.1%
Value ($000) $39,270 Shares 388,427 Est. Cost $84.95 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $38,127 Shares 378,997 Est. Cost $59.70 Unrealized +25.8%
HSIC HENRY SCHEIN INC 1.9%
Value ($000) $36,486 Shares 261,321 Est. Cost $36.66 Unrealized +49.7%
HAIN HAIN CELESTIAL GROUP 1.9%
Value ($000) $36,164 Shares 564,617 Est. Cost $50.64 Unrealized +16.9%
MTD METTLER-TOLEDO INTL INC 1.9%
Value ($000) $35,901 Shares 109,239 Est. Cost $212.95 Unrealized +45.3%
QCOM QUALCOMM INC 1.9%
Value ($000) $35,501 Shares 511,984 Est. Cost $46.58 Unrealized +10.9%
WASTE CONNECTIONS INC 1.9%
Value ($000) $35,463 Shares 736,656 Est. Cost $41.61 Unrealized
PRGO PERRIGO CO PLC 1.8%
Value ($000) $35,039 Shares 211,654 Est. Cost $156.32 Unrealized +2.0%
ECL ECOLAB INC 1.7%
Value ($000) $32,069 Shares 280,375 Est. Cost $73.74 Unrealized +31.8%
MMM 3M CO 1.7%
Value ($000) $31,883 Shares 193,290 Est. Cost $62.64 Unrealized +54.6%
DHR DANAHER CORP 1.6%
Value ($000) $30,820 Shares 363,013 Est. Cost $26.36 Unrealized +32.3%
C.R. BARD INC 1.6%
Value ($000) $30,436 Shares 181,871 Est. Cost $108.74 Unrealized
NKE NIKE INC- B 1.6%
Value ($000) $29,916 Shares 298,172 Est. Cost $26.53 Unrealized +57.1%
ROP ROPER INDUSTRIES INC 1.6%
Value ($000) $29,560 Shares 171,863 Est. Cost $113.80 Unrealized +33.3%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $29,485 Shares 251,582 Est. Cost $97.31 Unrealized
TROW T. ROWE PRICE GROUP INC 1.5%
Value ($000) $28,605 Shares 353,232 Est. Cost $48.07 Unrealized +13.5%
SBUX STARBUCKS CORP 1.5%
Value ($000) $28,590 Shares 301,899 Est. Cost $25.75 Unrealized +40.3%
MEDTRONIC PLC 1.5%
Value ($000) $28,216 Shares 361,785 Est. Cost $77.99 Unrealized
BWA BORGWARNER INC 1.4%
Value ($000) $27,290 Shares 451,216 Est. Cost $34.34 Unrealized +26.0%
STERICYCLE INC 1.4%
Value ($000) $26,800 Shares 190,841 Est. Cost $114.90 Unrealized
EMC CORP 1.4%
Value ($000) $26,357 Shares 1,031,190 Est. Cost $24.56 Unrealized
TJX TJX COMPANIES INC 1.4%
Value ($000) $25,665 Shares 366,384 Est. Cost $21.66 Unrealized +35.2%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $25,357 Shares 234,111 Est. Cost $65.73 Unrealized +39.7%
ACN ACCENTURE PLC-A 1.3%
Value ($000) $24,543 Shares 261,956 Est. Cost $64.14 Unrealized +16.3%
PSX PHILLIPS 66 1.3%
Value ($000) $24,520 Shares 311,959 Est. Cost $41.98 Unrealized +17.3%
SYK STRYKER CORP 1.3%
Value ($000) $24,320 Shares 263,635 Est. Cost $57.19 Unrealized +43.4%
GOOGLE INC-A 1.3%
Value ($000) $23,949 Shares 43,175 Est. Cost $789.20 Unrealized
AMT AMERICAN TOWER CORP 1.3%
Value ($000) $23,838 Shares 253,192 Est. Cost $60.96 Unrealized +22.4%
UNILEVER PLC ADR 1.2%
Value ($000) $23,250 Shares 557,416 Est. Cost $40.76 Unrealized
DIS WALT DISNEY CO 1.1%
Value ($000) $21,310 Shares 203,169 Est. Cost $75.25 Unrealized +22.1%
WFC WELLS FARGO & CO 1.1%
Value ($000) $20,932 Shares 384,777 Est. Cost $27.74 Unrealized +43.7%
USB U.S. BANCORP 1.1%
Value ($000) $20,805 Shares 476,423 Est. Cost $22.89 Unrealized +30.1%
MKC MCCORMICK & COMPANY INC 1.1%
Value ($000) $20,694 Shares 268,364 Est. Cost $28.18 Unrealized +7.1%
COP CONOCOPHILLIPS 1.0%
Value ($000) $19,836 Shares 318,606 Est. Cost $43.30 Unrealized +5.2%
PRAXAIR INC 1.0%
Value ($000) $19,607 Shares 162,393 Est. Cost $117.17 Unrealized
CL COLGATE PALMOLIVE COMPANY 1.0%
Value ($000) $19,228 Shares 277,303 Est. Cost $44.38 Unrealized +21.0%
VFC VF CORP 1.0%
Value ($000) $19,124 Shares 253,938 Est. Cost $49.66 Unrealized +39.4%
MCHP MICROCHIP TECHNOLOGY INC 1.0%
Value ($000) $18,689 Shares 382,185 Est. Cost $15.40 Unrealized +25.6%
HOLX HOLOGIC INC 1.0%
Value ($000) $18,624 Shares 563,948 Est. Cost $20.90 Unrealized +46.8%
COST COSTCO WHOLESALE CORP 1.0%
Value ($000) $18,593 Shares 122,728 Est. Cost $87.06 Unrealized +38.9%
EBAY EBAY INC 1.0%
Value ($000) $18,255 Shares 316,491 Est. Cost $19.96 Unrealized +6.3%
IDXX IDEXX LABORATORIES INC 0.9%
Value ($000) $17,876 Shares 115,716 Est. Cost $45.89 Unrealized +69.6%
MCD MCDONALDS CORP 0.9%
Value ($000) $17,589 Shares 180,509 Est. Cost $71.80 Unrealized +0.5%
CTSH COGNIZANT TECH SOLUTIONS CORP- 0.9%
Value ($000) $17,202 Shares 275,711 Est. Cost $37.62 Unrealized +39.0%
ACUITY BRANDS INC 0.8%
Value ($000) $15,562 Shares 92,545 Est. Cost $168.16 Unrealized
PRECISION CASTPARTS CORP 0.8%
Value ($000) $14,956 Shares 71,220 Est. Cost $230.26 Unrealized
BNS BANK OF NOVA SCOTIA 0.8%
Value ($000) $14,883 Shares 296,292 Est. Cost $30.40 Unrealized -2.3%
PG PROCTER & GAMBLE COMPANY 0.8%
Value ($000) $14,520 Shares 177,197 Est. Cost $55.00 Unrealized +15.6%
GOOGLE INC-C 0.8%
Value ($000) $14,393 Shares 26,265 Est. Cost $575.27 Unrealized
VWO VANGUARD FTSE EMERGING MKTS ET 0.7%
Value ($000) $14,060 Shares 344,012 Est. Cost $38.80 Unrealized
NTRS NORTHERN TRUST CORP 0.7%
Value ($000) $13,478 Shares 193,517 Est. Cost $40.39 Unrealized +26.6%
HCSG HEALTHCARE SERVICES GROUP 0.7%
Value ($000) $13,132 Shares 408,720 Est. Cost $25.13 Unrealized +28.5%
PLUM CREEK TIMBER CO 0.7%
Value ($000) $13,003 Shares 299,260 Est. Cost $45.83 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $12,720 Shares 146,591 Est. Cost $74.10 Unrealized
PII POLARIS INDUSTRIES INC 0.7%
Value ($000) $12,718 Shares 90,135 Est. Cost $139.19 Unrealized +5.9%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $12,167 Shares 123,989 Est. Cost $70.90 Unrealized -0.5%
IBM INTL BUSINESS MACHINES CORP 0.6%
Value ($000) $12,056 Shares 75,113 Est. Cost $118.76 Unrealized -18.8%
FMC TECHNOLOGIES INC 0.6%
Value ($000) $11,494 Shares 310,573 Est. Cost $55.11 Unrealized
NATIONAL OILWELL VARCO INC 0.6%
Value ($000) $11,245 Shares 224,952 Est. Cost $70.01 Unrealized
AME AMETEK INC 0.6%
Value ($000) $10,839 Shares 206,298 Est. Cost $47.57 Unrealized -0.1%
FFIV F5 NETWORKS INC 0.6%
Value ($000) $10,558 Shares 91,855 Est. Cost $89.71 Unrealized +31.2%
RED HAT INC 0.6%
Value ($000) $10,516 Shares 138,824 Est. Cost $60.23 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $9,347 Shares 112,025 Est. Cost $58.76 Unrealized +4.4%
CMCSA COMCAST CORP-A 0.5%
Value ($000) $8,892 Shares 157,456 Est. Cost $15.62 Unrealized +43.4%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $8,674 Shares 101,280 Est. Cost $45.09 Unrealized +50.6%
CME CME GROUP INC 0.4%
Value ($000) $7,869 Shares 83,090 Est. Cost $51.23 Unrealized +18.8%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $7,499 Shares 96,163 Est. Cost $40.69 Unrealized +30.3%
MSFT MICROSOFT CORP 0.4%
Value ($000) $7,491 Shares 184,264 Est. Cost $26.87 Unrealized +38.6%
HSY HERSHEY CO 0.3%
Value ($000) $6,403 Shares 63,455 Est. Cost $77.61 Unrealized +3.7%
CAT CATERPILLAR INC 0.3%
Value ($000) $6,332 Shares 79,125 Est. Cost $62.78 Unrealized +0.6%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $5,779 Shares 27,994 Est. Cost $170.77 Unrealized
APACHE CORPORATION 0.3%
Value ($000) $5,662 Shares 93,856 Est. Cost $83.92 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $5,255 Shares 81,885 Est. Cost $57.81 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $4,373 Shares 55,982 Est. Cost $60.69 Unrealized +17.0%
VEU VANGUARD FTSE ALL WORLD EX-US 0.2%
Value ($000) $4,057 Shares 83,260 Est. Cost $44.39 Unrealized
SANDISK CORP 0.2%
Value ($000) $3,921 Shares 61,635 Est. Cost $62.52 Unrealized
INTU INTUIT INC 0.2%
Value ($000) $3,275 Shares 33,775 Est. Cost $85.15 Unrealized 0.0%
GENERAL ELECTRIC CO 0.2%
Value ($000) $3,268 Shares 131,706 Est. Cost $23.19 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $3,265 Shares 30,482 Est. Cost $64.14 Unrealized +19.0%
CVX CHEVRON CORP 0.2%
Value ($000) $3,247 Shares 30,934 Est. Cost $71.23 Unrealized -6.1%
VTI VANGUARD US TOTAL STOCK MKT 0.2%
Value ($000) $3,192 Shares 29,761 Est. Cost $85.59 Unrealized
NVO NOVO-NORDISK A/S ADR 0.2%
Value ($000) $3,038 Shares 56,900 Est. Cost $68.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-B 0.2%
Value ($000) $2,913 Shares 20,187 Est. Cost $113.10 Unrealized +30.1%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $2,735 Shares 48,307 Est. Cost $40.17 Unrealized +8.1%
TRANSCANADA CORP 0.1%
Value ($000) $2,684 Shares 62,831 Est. Cost $42.72 Unrealized
IJH ISHARES CORE S&P M/C ETF 0.1%
Value ($000) $2,661 Shares 17,507 Est. Cost $128.79 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $2,660 Shares 25,498 Est. Cost $53.13 Unrealized +37.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $2,251 Shares 37,162 Est. Cost $36.24 Unrealized +22.2%
FAST FASTENAL COMPANY 0.1%
Value ($000) $2,229 Shares 53,791 Est. Cost $8.81 Unrealized -8.1%
MDY SPDR S&P M/C 400 ETF 0.1%
Value ($000) $2,218 Shares 8,000 Est. Cost $222.74 Unrealized
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $2,178 Shares 29,284 Est. Cost $32.16 Unrealized +83.3%
DE DEERE & CO 0.1%
Value ($000) $2,044 Shares 23,304 Est. Cost $68.04 Unrealized +7.3%
PFE PFIZER INC 0.1%
Value ($000) $1,834 Shares 52,728 Est. Cost $16.80 Unrealized +19.6%
ABT ABBOTT LABS 0.1%
Value ($000) $1,640 Shares 35,403 Est. Cost $29.32 Unrealized +27.6%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,604 Shares 19,025 Est. Cost $46.80 Unrealized +50.8%
TOTAL SA ADR 0.1%
Value ($000) $1,601 Shares 32,238 Est. Cost $48.70 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,591 Shares 15,462 Est. Cost $59.34 Unrealized +41.9%
ABBV ABBVIE INC 0.1%
Value ($000) $1,567 Shares 26,761 Est. Cost $27.66 Unrealized +40.4%
T AT&T INC 0.1%
Value ($000) $1,468 Shares 44,948 Est. Cost $11.44 Unrealized +3.1%
KO COCA COLA CO 0.1%
Value ($000) $1,466 Shares 36,146 Est. Cost $28.06 Unrealized +5.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,397 Shares 11,230 Est. Cost $99.73 Unrealized
IWR ISHARES RUSSELL M/C ETF 0.1%
Value ($000) $1,343 Shares 7,757 Est. Cost $129.94 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,288 Shares 26,482 Est. Cost $27.08 Unrealized +2.0%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,213 Shares 36,836 Est. Cost $50.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,212 Shares 18,790 Est. Cost $30.59 Unrealized +42.1%
AON PLC 0.1%
Value ($000) $1,185 Shares 12,325 Est. Cost $96.15 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $1,157 Shares 9,415 Est. Cost $143.26 Unrealized -14.4%
DU PONT DE NEMOURS 0.1%
Value ($000) $1,124 Shares 15,731 Est. Cost $59.30 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,006 Shares 10,358 Est. Cost $50.53 Unrealized +47.5%
ROYAL DUTCH SHELL ADR-A 0.1%
Value ($000) $979 Shares 16,405 Est. Cost $64.74 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $927 Shares 16,120 Est. Cost $33.12 Unrealized +21.7%
XYL XYLEM INC 0.0%
Value ($000) $917 Shares 26,190 Est. Cost $23.44 Unrealized +31.2%
SJM JM SMUCKER CO 0.0%
Value ($000) $911 Shares 7,871 Est. Cost $71.01 Unrealized +11.8%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $894 Shares 8,661 Est. Cost $46.20 Unrealized +60.8%
VB VANGUARD S/C ETF 0.0%
Value ($000) $869 Shares 7,092 Est. Cost $97.12 Unrealized
KINDER MORGAN INC 0.0%
Value ($000) $866 Shares 20,580 Est. Cost $42.30 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $797 Shares 28,965 Est. Cost $15.37 Unrealized +30.7%
ACTAVIS PLC 0.0%
Value ($000) $795 Shares 2,671 Est. Cost $297.64 Unrealized
V VISA INC-A 0.0%
Value ($000) $794 Shares 12,136 Est. Cost $57.15 Unrealized +7.2%
GUGGENHEIM S&P 500 EQUAL WEIGH 0.0%
Value ($000) $778 Shares 9,595 Est. Cost $67.19 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $763 Shares 6,717 Est. Cost $56.57 Unrealized +50.9%
LLY ELI LILLY & CO 0.0%
Value ($000) $729 Shares 10,029 Est. Cost $43.01 Unrealized +36.4%
INTC INTEL CORP 0.0%
Value ($000) $706 Shares 22,573 Est. Cost $18.55 Unrealized +40.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $675 Shares 13,490 Est. Cost $17.64 Unrealized +48.4%
ORCL ORACLE CORP 0.0%
Value ($000) $638 Shares 14,787 Est. Cost $27.58 Unrealized +33.6%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $635 Shares 8,273 Est. Cost $55.10 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $633 Shares 7,881 Est. Cost $38.68 Unrealized +30.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $600 Shares 7,960 Est. Cost $49.41 Unrealized -4.7%
PATTERSON COMPANIES INC 0.0%
Value ($000) $595 Shares 12,185 Est. Cost $37.60 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $591 Shares 5,350 Est. Cost $60.00 Unrealized +33.2%
BF/B BROWN FORMAN CORP-B 0.0%
Value ($000) $587 Shares 6,500 Est. Cost $23.44 Unrealized +27.1%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $560 Shares 14,225 Est. Cost $33.99 Unrealized +7.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $540 Shares 4,995 Est. Cost $65.15 Unrealized +28.9%
AMZN AMAZON.COM INC 0.0%
Value ($000) $540 Shares 1,452 Est. Cost $16.06 Unrealized +9.5%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $535 Shares 3,535 Est. Cost $62.80 Unrealized +68.5%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value ($000) $528 Shares 5,339 Est. Cost $87.01 Unrealized
IJK ISHARES S&P MIDCAP 400 GWTH 0.0%
Value ($000) $526 Shares 3,065 Est. Cost $144.96 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $521 Shares 2,305 Est. Cost $180.53 Unrealized +13.1%
AMGN AMGEN INC 0.0%
Value ($000) $467 Shares 2,920 Est. Cost $74.21 Unrealized +55.0%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $466 Shares 10,886 Est. Cost $44.34 Unrealized -3.1%
DRESSER-RAND GROUP INC 0.0%
Value ($000) $458 Shares 5,700 Est. Cost $59.88 Unrealized
BA BOEING CO 0.0%
Value ($000) $446 Shares 2,972 Est. Cost $90.59 Unrealized +41.1%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $436 Shares 4,426 Est. Cost $84.91 Unrealized
XLI INDSTRL SELECT SECT 0.0%
Value ($000) $432 Shares 7,755 Est. Cost $52.36 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $431 Shares 8,843 Est. Cost $55.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $400 Shares 3,380 Est. Cost $58.64 Unrealized +58.9%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $380 Shares 6,000 Est. Cost $64.17 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $377 Shares 4,322 Est. Cost $61.60 Unrealized
MDLZ MONDELEZ INTL INC-A 0.0%
Value ($000) $347 Shares 9,610 Est. Cost $28.31 Unrealized +0.1%
BND VANGUARD TOTAL BOND MKT ETF 0.0%
Value ($000) $347 Shares 4,158 Est. Cost $80.81 Unrealized
CNI CANADIAN NATL RAILWAY 0.0%
Value ($000) $344 Shares 5,150 Est. Cost $47.77 Unrealized +16.8%
BIIB BIOGEN INC 0.0%
Value ($000) $334 Shares 790 Est. Cost $341.22 Unrealized +15.5%
DHS WISDOMTREE EQUITY INCOME 0.0%
Value ($000) $328 Shares 5,400 Est. Cost $59.26 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $311 Shares 3,785 Est. Cost $20.25 Unrealized +13.8%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $301 Shares 7,490 Est. Cost $39.57 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $298 Shares 5,269 Est. Cost $32.27 Unrealized +13.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $291 Shares 3,788 Est. Cost $45.64 Unrealized +13.5%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $270 Shares 2,900 Est. Cost $48.08 Unrealized +33.7%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $265 Shares 2,333 Est. Cost $111.94 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $262 Shares 6,691 Est. Cost $42.25 Unrealized
COACH INC 0.0%
Value ($000) $262 Shares 6,325 Est. Cost $52.45 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $259 Shares 9,831 Est. Cost $26.69 Unrealized
CSX CSX CORP 0.0%
Value ($000) $257 Shares 7,752 Est. Cost $7.67 Unrealized +26.5%
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $257 Shares 5,575 Est. Cost $50.04 Unrealized
CELGENE CORP 0.0%
Value ($000) $256 Shares 2,222 Est. Cost $87.43 Unrealized
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $248 Shares 4,905 Est. Cost $24.96 Unrealized 0.0%
UNILEVER NV-NY SHARES 0.0%
Value ($000) $248 Shares 5,934 Est. Cost $39.94 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $244 Shares 8,001 Est. Cost $15.92 Unrealized +59.6%
WELLS FARGO & CO 7.50% PFD 0.0%
Value ($000) $244 Shares 200 Est. Cost $1192.00 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $239 Shares 4,900 Est. Cost $44.20 Unrealized +7.8%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $227 Shares 5,632 Est. Cost $21.22 Unrealized +40.2%
POWERSHARES FINANCIAL PFD ETF 0.0%
Value ($000) $221 Shares 11,900 Est. Cost $17.98 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $220 Shares 9,122 Est. Cost $24.12 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $213 Shares 2,045 Est. Cost $18.89 Unrealized +5.2%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $212 Shares 1,800 Est. Cost $104.38 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $212 Shares 2,481 Est. Cost $36.05 Unrealized 0.0%
UHS UNIVERSAL HEALTH SERVICES-B 0.0%
Value ($000) $211 Shares 1,792 Est. Cost $105.74 Unrealized 0.0%
WHOLE FOODS MARKET INC 0.0%
Value ($000) $211 Shares 4,050 Est. Cost $50.37 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $204 Shares 1,473 Est. Cost $104.58 Unrealized +0.2%
AGL RESOURCES INC 0.0%
Value ($000) $204 Shares 4,117 Est. Cost $42.82 Unrealized
PUTNAM MASTER INTM INCOME TRUS 0.0%
Value ($000) $199 Shares 40,701 Est. Cost $5.09 Unrealized
NATIONAL PENN BANCSHARES INC 0.0%
Value ($000) $194 Shares 18,000 Est. Cost $10.16 Unrealized
GABELLI EQUITY TRUST 0.0%
Value ($000) $184 Shares 28,296 Est. Cost $6.50 Unrealized
KEY KEYCORP 0.0%
Value ($000) $184 Shares 13,014 Est. Cost $8.11 Unrealized +10.3%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $44 Shares 11,562 Est. Cost $3.51 Unrealized