DAVIS R M INC Diversified Active

CIK: 0000891287 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 16, 2015

Total Value ($000): $1,871,643 (100.0% shares, 0.0% debt)

Holdings (194)

AAPL APPLE INC 2.9%
Value ($000) $54,446 Shares 493,617 Est. Cost $18.04 Unrealized +45.7%
IWV ISHARES RUSSELL 3000 INDEX 2.4%
Value ($000) $45,249 Shares 397,303 Est. Cost $123.85 Unrealized
CHUBB CORP 2.2%
Value ($000) $42,044 Shares 342,800 Est. Cost $84.95 Unrealized
VEA VANGUARD FTSE DEV MKTS ETF 2.2%
Value ($000) $41,683 Shares 1,169,557 Est. Cost $39.61 Unrealized
PEP PEPSICO INC 2.2%
Value ($000) $41,365 Shares 438,654 Est. Cost $56.92 Unrealized +22.1%
WASTE CONNECTIONS INC 2.1%
Value ($000) $39,635 Shares 815,864 Est. Cost $42.25 Unrealized
CERNER CORP 2.0%
Value ($000) $37,545 Shares 626,170 Est. Cost $72.95 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $37,388 Shares 502,871 Est. Cost $53.89 Unrealized -8.9%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $35,854 Shares 384,083 Est. Cost $60.02 Unrealized +20.8%
C R BARD 1.9%
Value ($000) $35,442 Shares 190,233 Est. Cost $111.81 Unrealized
HSIC HENRY SCHEIN INC 1.8%
Value ($000) $34,554 Shares 260,352 Est. Cost $36.66 Unrealized +51.1%
APH AMPHENOL CORP 1.8%
Value ($000) $32,847 Shares 644,562 Est. Cost $9.98 Unrealized +21.9%
STERICYCLE INC 1.7%
Value ($000) $32,405 Shares 232,610 Est. Cost $119.00 Unrealized
PERRIGO CO PLC 1.7%
Value ($000) $32,298 Shares 205,366 Est. Cost $184.83 Unrealized
HAIN HAIN CELESTIAL GROUP INC 1.7%
Value ($000) $32,244 Shares 624,881 Est. Cost $51.86 Unrealized +22.0%
SBUX STARBUCKS CORP 1.7%
Value ($000) $31,582 Shares 555,626 Est. Cost $33.23 Unrealized +36.4%
ECL ECOLAB INC 1.7%
Value ($000) $30,987 Shares 282,419 Est. Cost $73.74 Unrealized +35.3%
DHR DANAHER CORP 1.7%
Value ($000) $30,914 Shares 362,793 Est. Cost $26.46 Unrealized +36.1%
NKE NIKE INC 1.6%
Value ($000) $30,434 Shares 247,488 Est. Cost $26.53 Unrealized +86.9%
MTD METTLER-TOLEDO INTERNATIONAL I 1.6%
Value ($000) $30,305 Shares 106,430 Est. Cost $212.95 Unrealized +48.4%
GOOGL ALPHABET INC-A 1.6%
Value ($000) $29,857 Shares 46,771 Est. Cost $31.95 Unrealized 0.0%
DIS WALT DISNEY CO 1.5%
Value ($000) $28,566 Shares 279,510 Est. Cost $81.98 Unrealized +21.6%
ROP ROPER TECHNOLOGIES INC 1.4%
Value ($000) $27,116 Shares 173,047 Est. Cost $114.30 Unrealized +35.8%
TJX TJX COS INC 1.4%
Value ($000) $26,960 Shares 377,486 Est. Cost $21.95 Unrealized +38.2%
3M CO 1.4%
Value ($000) $26,868 Shares 189,518 Est. Cost $154.30 Unrealized
MEDTRONIC PLC 1.4%
Value ($000) $26,644 Shares 398,027 Est. Cost $77.38 Unrealized
QCOM QUALCOMM INC 1.4%
Value ($000) $26,090 Shares 485,576 Est. Cost $46.65 Unrealized -5.4%
ACCENTURE PLC 1.3%
Value ($000) $25,220 Shares 256,669 Est. Cost $96.78 Unrealized
USB US BANCORP 1.3%
Value ($000) $25,216 Shares 614,871 Est. Cost $24.46 Unrealized +21.8%
PSX PHILLIPS 66 1.3%
Value ($000) $25,127 Shares 327,002 Est. Cost $42.53 Unrealized +27.1%
AMT AMERICAN TOWER CORP 1.3%
Value ($000) $25,075 Shares 285,005 Est. Cost $62.30 Unrealized +17.1%
SYK STRYKER CORP 1.3%
Value ($000) $23,921 Shares 254,208 Est. Cost $57.19 Unrealized +53.7%
UNILEVER PLC ADR 1.3%
Value ($000) $23,844 Shares 584,697 Est. Cost $40.83 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 1.3%
Value ($000) $23,535 Shares 546,190 Est. Cost $16.12 Unrealized +8.7%
EMC CORP 1.3%
Value ($000) $23,484 Shares 972,032 Est. Cost $24.56 Unrealized
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $23,039 Shares 258,900 Est. Cost $97.72 Unrealized
TROW T ROWE PRICE GROUP INC 1.2%
Value ($000) $21,747 Shares 312,906 Est. Cost $48.07 Unrealized +6.1%
AYI ACUITY BRANDS INC 1.2%
Value ($000) $21,565 Shares 122,822 Est. Cost $171.33 Unrealized +9.7%
HOLX HOLOGIC INC 1.1%
Value ($000) $21,147 Shares 540,418 Est. Cost $20.90 Unrealized +89.7%
MKC MCCORMICK & CO INC 1.1%
Value ($000) $20,746 Shares 252,451 Est. Cost $28.18 Unrealized +18.4%
BWA BORGWARNER INC 1.1%
Value ($000) $20,623 Shares 495,860 Est. Cost $34.44 Unrealized +3.0%
WFC WELLS FARGO CO 1.1%
Value ($000) $20,517 Shares 399,555 Est. Cost $28.23 Unrealized +45.5%
UNP UNION PACIFIC CORP 1.1%
Value ($000) $20,172 Shares 228,161 Est. Cost $65.73 Unrealized +9.8%
IDEXX LABS CORP 1.1%
Value ($000) $19,681 Shares 265,062 Est. Cost $64.95 Unrealized
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $18,491 Shares 188,316 Est. Cost $72.84 Unrealized +6.4%
DUNKIN BRANDS GROUP INC 0.9%
Value ($000) $17,654 Shares 360,280 Est. Cost $52.54 Unrealized
AME AMETEK INC 0.9%
Value ($000) $17,652 Shares 337,382 Est. Cost $48.57 Unrealized +3.5%
HSY HERSHEY CO 0.9%
Value ($000) $17,497 Shares 190,438 Est. Cost $73.70 Unrealized -3.6%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $17,145 Shares 270,168 Est. Cost $44.38 Unrealized +15.6%
VFC V F CORP 0.9%
Value ($000) $16,883 Shares 247,514 Est. Cost $49.66 Unrealized +37.9%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.9%
Value ($000) $16,807 Shares 268,445 Est. Cost $37.62 Unrealized +47.9%
PRAXAIR INC 0.9%
Value ($000) $16,686 Shares 163,812 Est. Cost $119.55 Unrealized
RED HAT INC 0.9%
Value ($000) $16,604 Shares 230,990 Est. Cost $65.09 Unrealized
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $16,570 Shares 114,614 Est. Cost $87.06 Unrealized +37.4%
HCSG HEALTHCARE SVCS GRP INC 0.8%
Value ($000) $15,315 Shares 454,450 Est. Cost $25.95 Unrealized +30.3%
PII POLARIS INDS INC 0.8%
Value ($000) $15,265 Shares 127,347 Est. Cost $139.11 Unrealized -2.4%
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $14,348 Shares 177,223 Est. Cost $88.55 Unrealized
GOOG ALPHABET INC-C 0.8%
Value ($000) $14,257 Shares 23,433 Est. Cost $30.50 Unrealized 0.0%
V VISA INC-A 0.7%
Value ($000) $14,017 Shares 201,227 Est. Cost $64.65 Unrealized +2.7%
CONOCOPHILLIPS 0.7%
Value ($000) $13,758 Shares 286,861 Est. Cost $61.41 Unrealized
NTRS NORTHERN TRUST CORP 0.7%
Value ($000) $13,127 Shares 192,596 Est. Cost $40.39 Unrealized +37.4%
PLUM CREEK TIMBER CO INC 0.7%
Value ($000) $12,942 Shares 327,556 Est. Cost $45.31 Unrealized
INTU INTUIT 0.7%
Value ($000) $12,919 Shares 145,565 Est. Cost $89.79 Unrealized -0.4%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $12,470 Shares 180,797 Est. Cost $61.33 Unrealized -3.9%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $11,577 Shares 160,926 Est. Cost $55.00 Unrealized +2.4%
FFIV F5 NETWORKS INC 0.6%
Value ($000) $11,540 Shares 99,651 Est. Cost $92.28 Unrealized +32.7%
VWO VANGUARD FTSE EMERGING MKTS ET 0.6%
Value ($000) $10,945 Shares 330,760 Est. Cost $38.84 Unrealized
PRECISION CASTPARTS CORP 0.5%
Value ($000) $10,049 Shares 43,745 Est. Cost $230.26 Unrealized
CME GROUP INC 0.5%
Value ($000) $10,044 Shares 108,305 Est. Cost $93.01 Unrealized
PRICELINE GROUP INC 0.5%
Value ($000) $9,649 Shares 7,801 Est. Cost $1203.21 Unrealized
COMCAST CORP 0.4%
Value ($000) $8,408 Shares 147,815 Est. Cost $60.14 Unrealized
AON PLC 0.4%
Value ($000) $8,314 Shares 93,829 Est. Cost $95.06 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $7,783 Shares 175,841 Est. Cost $26.87 Unrealized +44.8%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $7,494 Shares 93,260 Est. Cost $45.09 Unrealized +41.7%
BNS BANK OF NOVA SCOTIA 0.4%
Value ($000) $6,752 Shares 153,172 Est. Cost $30.40 Unrealized -8.9%
IBM INTL BUSINESS MACHINES CORP 0.3%
Value ($000) $6,040 Shares 41,666 Est. Cost $118.76 Unrealized -19.7%
MCD MCDONALDS CORP 0.3%
Value ($000) $5,893 Shares 59,809 Est. Cost $71.80 Unrealized +4.9%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $5,877 Shares 89,186 Est. Cost $40.69 Unrealized +21.0%
FMC TECHNOLOGIES INC 0.3%
Value ($000) $5,571 Shares 179,704 Est. Cost $41.49 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $5,166 Shares 26,960 Est. Cost $172.51 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $4,433 Shares 77,334 Est. Cost $57.81 Unrealized
VEU VANGUARD FTSE ALL WORLD EX-US 0.2%
Value ($000) $4,308 Shares 101,061 Est. Cost $44.71 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $4,247 Shares 168,382 Est. Cost $23.72 Unrealized
TOL TOLL BROTHERS INC 0.2%
Value ($000) $4,245 Shares 123,970 Est. Cost $37.26 Unrealized +1.6%
COOPER COMPANIES INC 0.2%
Value ($000) $3,987 Shares 26,785 Est. Cost $148.85 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $3,588 Shares 32,907 Est. Cost $65.04 Unrealized +19.0%
UNM UNUM GROUP 0.2%
Value ($000) $3,136 Shares 97,758 Est. Cost $34.45 Unrealized 0.0%
IJH ISHARES CORE S&P M/C ETF 0.2%
Value ($000) $2,956 Shares 21,639 Est. Cost $131.43 Unrealized
APACHE CORPORATION 0.2%
Value ($000) $2,858 Shares 72,976 Est. Cost $83.92 Unrealized
VTI VANGUARD US TOTAL STOCK MKT 0.2%
Value ($000) $2,839 Shares 28,758 Est. Cost $86.10 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $2,745 Shares 34,798 Est. Cost $70.59 Unrealized -23.7%
BRK/B BERKSHIRE HATHAWAY INC-B 0.1%
Value ($000) $2,742 Shares 21,031 Est. Cost $114.87 Unrealized +19.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $2,713 Shares 12,180 Est. Cost $80.04 Unrealized -0.5%
NATIONAL-OILWELL VARCO INC 0.1%
Value ($000) $2,657 Shares 70,578 Est. Cost $70.01 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $2,475 Shares 26,140 Est. Cost $54.26 Unrealized +35.1%
NVO NOVO-NORDISK A/S ADR 0.1%
Value ($000) $2,435 Shares 44,902 Est. Cost $68.38 Unrealized
JP MORGAN CHASE & CO 0.1%
Value ($000) $2,224 Shares 36,474 Est. Cost $67.54 Unrealized
MDY SPDR S&P M/C 400 ETF 0.1%
Value ($000) $2,148 Shares 8,630 Est. Cost $226.24 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $2,064 Shares 41,610 Est. Cost $38.19 Unrealized 0.0%
TRANSCANADA CORP 0.1%
Value ($000) $1,999 Shares 63,294 Est. Cost $42.55 Unrealized
TORCHMARK CORP 0.1%
Value ($000) $1,968 Shares 34,900 Est. Cost $56.39 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,967 Shares 62,622 Est. Cost $17.46 Unrealized +18.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,901 Shares 43,042 Est. Cost $40.17 Unrealized -7.1%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $1,847 Shares 26,804 Est. Cost $32.16 Unrealized +77.1%
HD HOME DEPOT INC 0.1%
Value ($000) $1,622 Shares 14,042 Est. Cost $72.74 Unrealized +24.3%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,613 Shares 18,085 Est. Cost $46.80 Unrealized +82.3%
T AT&T INC 0.1%
Value ($000) $1,597 Shares 49,005 Est. Cost $11.50 Unrealized +6.6%
VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,564 Shares 35,937 Est. Cost $46.10 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,548 Shares 38,585 Est. Cost $28.12 Unrealized +2.5%
DE DEERE & CO 0.1%
Value ($000) $1,518 Shares 20,509 Est. Cost $68.04 Unrealized +7.8%
ABBVIE INC 0.1%
Value ($000) $1,516 Shares 27,858 Est. Cost $66.45 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,485 Shares 36,922 Est. Cost $30.05 Unrealized +29.1%
AMGN AMGEN INC 0.1%
Value ($000) $1,400 Shares 10,121 Est. Cost $104.17 Unrealized +11.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,323 Shares 12,119 Est. Cost $101.27 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,305 Shares 22,048 Est. Cost $32.84 Unrealized +35.6%
MRK MERCK & CO INC 0.1%
Value ($000) $1,192 Shares 24,140 Est. Cost $34.91 Unrealized +10.0%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,132 Shares 45,446 Est. Cost $45.64 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,106 Shares 14,482 Est. Cost $59.34 Unrealized +9.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,044 Shares 15,979 Est. Cost $62.78 Unrealized -5.8%
IWR ISHARES RUSSELL M/C ETF 0.1%
Value ($000) $987 Shares 6,345 Est. Cost $129.94 Unrealized
VB VANGUARD S/C ETF 0.1%
Value ($000) $954 Shares 8,834 Est. Cost $100.07 Unrealized
SANDISK CORP 0.1%
Value ($000) $954 Shares 17,565 Est. Cost $58.23 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $928 Shares 35,335 Est. Cost $16.15 Unrealized +21.2%
LLY ELI LILLY & CO 0.0%
Value ($000) $912 Shares 10,894 Est. Cost $45.36 Unrealized +55.3%
SJM SMUCKER J M CO 0.0%
Value ($000) $898 Shares 7,871 Est. Cost $71.01 Unrealized +15.1%
ROYAL DUTCH SHELL ADR-A 0.0%
Value ($000) $875 Shares 18,455 Est. Cost $62.97 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $863 Shares 1,685 Est. Cost $17.26 Unrealized +46.5%
DU PONT DE NEMOURS 0.0%
Value ($000) $826 Shares 17,135 Est. Cost $60.10 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $801 Shares 8,301 Est. Cost $47.74 Unrealized +63.0%
CLX CLOROX CO 0.0%
Value ($000) $780 Shares 6,750 Est. Cost $64.83 Unrealized +29.3%
KINDER MORGAN INC 0.0%
Value ($000) $754 Shares 27,248 Est. Cost $39.59 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $745 Shares 13,690 Est. Cost $17.91 Unrealized +50.8%
GUGGENHEIM S&P 500 EQUAL WEIGH 0.0%
Value ($000) $743 Shares 10,095 Est. Cost $68.38 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $731 Shares 9,219 Est. Cost $49.34 Unrealized -0.9%
TOTAL SA ADR 0.0%
Value ($000) $715 Shares 15,999 Est. Cost $49.17 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $707 Shares 8,584 Est. Cost $50.53 Unrealized +35.2%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $703 Shares 17,836 Est. Cost $44.53 Unrealized -10.6%
INTC INTEL CORP 0.0%
Value ($000) $648 Shares 21,508 Est. Cost $18.62 Unrealized +21.5%
BF/B BROWN FORMAN CORP-B 0.0%
Value ($000) $630 Shares 6,500 Est. Cost $23.44 Unrealized +44.6%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $630 Shares 20,304 Est. Cost $35.85 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $549 Shares 7,409 Est. Cost $60.69 Unrealized +9.2%
ALLERGAN INC 0.0%
Value ($000) $540 Shares 1,987 Est. Cost $297.20 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $536 Shares 16,305 Est. Cost $23.44 Unrealized +26.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $528 Shares 6,926 Est. Cost $38.68 Unrealized +37.0%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $527 Shares 8,773 Est. Cost $55.38 Unrealized
MDLZ MONDELEZ INTL INC-A 0.0%
Value ($000) $522 Shares 12,474 Est. Cost $29.58 Unrealized +15.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $486 Shares 2,346 Est. Cost $144.57 Unrealized +6.5%
PATTERSON COMPANIES INC 0.0%
Value ($000) $484 Shares 11,185 Est. Cost $37.75 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $477 Shares 4,795 Est. Cost $65.15 Unrealized +24.8%
IJK ISHARES S&P MIDCAP 400 GWTH 0.0%
Value ($000) $471 Shares 3,000 Est. Cost $144.96 Unrealized
CELGENE CORP 0.0%
Value ($000) $467 Shares 4,320 Est. Cost $97.74 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $457 Shares 4,974 Est. Cost $85.82 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $453 Shares 18,554 Est. Cost $19.96 Unrealized +19.9%
BIIB BIOGEN INC 0.0%
Value ($000) $448 Shares 1,534 Est. Cost $336.49 Unrealized -1.9%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $444 Shares 3,478 Est. Cost $64.34 Unrealized +52.9%
IVV ISHARES CORE S&P500 ETF 0.0%
Value ($000) $427 Shares 2,214 Est. Cost $192.86 Unrealized
META FACEBOOK INC-A 0.0%
Value ($000) $423 Shares 4,705 Est. Cost $91.13 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $419 Shares 2,265 Est. Cost $180.53 Unrealized +8.3%
BA BOEING CO 0.0%
Value ($000) $400 Shares 3,054 Est. Cost $92.80 Unrealized +32.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $386 Shares 5,465 Est. Cost $47.82 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $375 Shares 3,235 Est. Cost $59.30 Unrealized +70.7%
ORCL ORACLE CORP 0.0%
Value ($000) $367 Shares 10,154 Est. Cost $27.58 Unrealized +19.3%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value ($000) $361 Shares 3,881 Est. Cost $87.01 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $354 Shares 5,463 Est. Cost $19.87 Unrealized -4.8%
O REALTY INCOME CORP 0.0%
Value ($000) $339 Shares 7,150 Est. Cost $27.79 Unrealized -0.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $317 Shares 2,593 Est. Cost $126.34 Unrealized 0.0%
BND VANGUARD TOTAL BOND MKT ETF 0.0%
Value ($000) $305 Shares 3,723 Est. Cost $80.81 Unrealized
DHS WISDOMTREE HIGH DIVIDEND FUND 0.0%
Value ($000) $300 Shares 5,400 Est. Cost $59.26 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $295 Shares 4,458 Est. Cost $56.01 Unrealized -8.4%
UHS UNIVERSAL HEALTH SERVICES-B 0.0%
Value ($000) $274 Shares 2,192 Est. Cost $108.31 Unrealized +23.0%
CNI CANADIAN NATL RAILWAY 0.0%
Value ($000) $270 Shares 4,760 Est. Cost $47.77 Unrealized +0.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $261 Shares 4,644 Est. Cost $32.27 Unrealized +23.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $259 Shares 2,651 Est. Cost $19.44 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $259 Shares 2,900 Est. Cost $48.08 Unrealized +40.8%
AQUA AMERICA INC 0.0%
Value ($000) $256 Shares 9,665 Est. Cost $26.69 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $255 Shares 2,300 Est. Cost $111.94 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $250 Shares 12,000 Est. Cost $42.50 Unrealized
SBA COMMUNICATIONS CORP-A 0.0%
Value ($000) $246 Shares 2,350 Est. Cost $104.68 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $246 Shares 2,620 Est. Cost $103.32 Unrealized -10.9%
UNILEVER NV-NY SHARES 0.0%
Value ($000) $239 Shares 5,934 Est. Cost $39.94 Unrealized
WELLS FARGO & CO 7.50% PFD 0.0%
Value ($000) $234 Shares 200 Est. Cost $1192.00 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $226 Shares 7,396 Est. Cost $42.02 Unrealized
AGL RESOURCES INC 0.0%
Value ($000) $225 Shares 3,694 Est. Cost $60.91 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $222 Shares 5,775 Est. Cost $49.64 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $220 Shares 2,650 Est. Cost $83.02 Unrealized
BK BANK OF NEW YORK MELLON 0.0%
Value ($000) $215 Shares 5,495 Est. Cost $21.22 Unrealized +50.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $214 Shares 4,500 Est. Cost $34.10 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $208 Shares 2,481 Est. Cost $36.05 Unrealized +3.7%
MS MORGAN STANLEY 0.0%
Value ($000) $205 Shares 6,520 Est. Cost $27.26 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $200 Shares 1,450 Est. Cost $110.30 Unrealized +4.7%
NATIONAL PENN BANCSHARES INC 0.0%
Value ($000) $176 Shares 15,000 Est. Cost $10.16 Unrealized
KEY KEYCORP 0.0%
Value ($000) $169 Shares 13,014 Est. Cost $8.11 Unrealized +15.1%
PUTNAM MASTER INTM INCOME TRUS 0.0%
Value ($000) $93 Shares 20,657 Est. Cost $5.09 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $43 Shares 11,562 Est. Cost $3.51 Unrealized