BALDWIN BROTHERS LLC/MA Diversified Active

CIK: 0001021258 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 12, 2013

Total Value ($000): $547,483 (100.0% shares, 0.0% debt)

Holdings (238)

Google Inc 3.0%
Value ($000) $16,387 Shares 18,708 Est. Cost $880.00 Unrealized
AAPL Apple Inc. 2.7%
Value ($000) $15,038 Shares 31,543 Est. Cost $13.17 Unrealized +8.4%
GLD SPDR Gold Trust 2.7%
Value ($000) $14,639 Shares 114,204 Est. Cost $119.11 Unrealized
EPD Enterprise Products Partners 2.5%
Value ($000) $13,698 Shares 224,404 Est. Cost $62.15 Unrealized
Magellan Midstream Partners L. 2.2%
Value ($000) $11,808 Shares 209,249 Est. Cost $54.50 Unrealized
Gannett Co. Inc. 2.1%
Value ($000) $11,678 Shares 435,911 Est. Cost $24.49 Unrealized
DIRECTV 1.9%
Value ($000) $10,538 Shares 176,280 Est. Cost $61.46 Unrealized
DXJ WisdomTree Japan Hedged Equity 1.9%
Value ($000) $10,527 Shares 219,627 Est. Cost $45.61 Unrealized
Seadrill Limited 1.8%
Value ($000) $10,109 Shares 224,246 Est. Cost $40.74 Unrealized
General Electric Company 1.8%
Value ($000) $9,815 Shares 410,848 Est. Cost $23.31 Unrealized
PAA Plains All American Pipeline L 1.8%
Value ($000) $9,592 Shares 182,141 Est. Cost $55.81 Unrealized
NVS Novartis AG 1.7%
Value ($000) $9,352 Shares 121,916 Est. Cost $70.71 Unrealized
BRK/B Berkshire Hathaway B New Class 1.7%
Value ($000) $9,316 Shares 82,071 Est. Cost $110.02 Unrealized +4.9%
PEP PepsiCo, Inc. 1.6%
Value ($000) $9,032 Shares 113,605 Est. Cost $56.00 Unrealized +1.4%
AMGN Amgen Inc. 1.6%
Value ($000) $9,024 Shares 80,623 Est. Cost $73.34 Unrealized +5.0%
Kinder Morgan Energy Partners, 1.6%
Value ($000) $8,887 Shares 111,330 Est. Cost $85.40 Unrealized
FRCB First Republic Bank 1.6%
Value ($000) $8,812 Shares 188,987 Est. Cost $36.05 Unrealized +12.6%
Telenor ASA 1.5%
Value ($000) $8,236 Shares 360,358 Est. Cost $19.72 Unrealized
EBAY eBay Inc. 1.5%
Value ($000) $8,130 Shares 145,715 Est. Cost $20.18 Unrealized -1.1%
WFC Wells Fargo & Co 1.4%
Value ($000) $7,584 Shares 183,555 Est. Cost $27.64 Unrealized +9.2%
ABBNY ABB Ltd 1.4%
Value ($000) $7,479 Shares 317,053 Est. Cost $21.66 Unrealized
Twenty-First Cent Fox Inc Cl A 1.3%
Value ($000) $7,305 Shares 218,008 Est. Cost $33.51 Unrealized
MAR Marriott International Inc 1.3%
Value ($000) $7,241 Shares 172,158 Est. Cost $36.58 Unrealized 0.0%
Tenneco Inc. 1.3%
Value ($000) $7,155 Shares 141,682 Est. Cost $50.41 Unrealized
Home Loan Servicing Solutions 1.3%
Value ($000) $7,136 Shares 324,202 Est. Cost $23.97 Unrealized
CSX CSX Corporation 1.3%
Value ($000) $7,040 Shares 273,521 Est. Cost $6.67 Unrealized +2.9%
JPM JPMorgan Chase & Co 1.3%
Value ($000) $6,955 Shares 134,551 Est. Cost $37.21 Unrealized +3.5%
Cohen & Steers Ltd Dur Pfd Fd 1.3%
Value ($000) $6,952 Shares 310,237 Est. Cost $25.00 Unrealized
CHKP Check Point Software 1.3%
Value ($000) $6,919 Shares 122,332 Est. Cost $48.24 Unrealized +16.5%
HAIN Hain Celestial Group Inc. 1.2%
Value ($000) $6,784 Shares 87,965 Est. Cost $32.22 Unrealized +17.1%
JNJ Johnson & Johnson 1.2%
Value ($000) $6,779 Shares 78,195 Est. Cost $60.44 Unrealized +5.1%
SSNHZ Samsung EL SP 144A 1.2%
Value ($000) $6,483 Shares 10,194 Est. Cost $582.99 Unrealized
BUD Anheuser-Busch Inbev SA ADR 1.1%
Value ($000) $6,086 Shares 61,347 Est. Cost $90.26 Unrealized
SLV iShares Silver Trust 1.1%
Value ($000) $5,841 Shares 279,481 Est. Cost $18.97 Unrealized
BAC Bank of America Corp 1.0%
Value ($000) $5,697 Shares 412,813 Est. Cost $10.18 Unrealized +10.3%
XOM Exxon Mobil Corporation 1.0%
Value ($000) $5,503 Shares 63,963 Est. Cost $53.69 Unrealized +0.9%
DHR Danaher Corporation 1.0%
Value ($000) $5,348 Shares 77,151 Est. Cost $25.01 Unrealized +9.6%
GLNG Golar LNG Ltd 1.0%
Value ($000) $5,278 Shares 140,119 Est. Cost $26.09 Unrealized +7.6%
Airgas Inc. 0.9%
Value ($000) $5,183 Shares 48,876 Est. Cost $95.44 Unrealized
MRK Merck & Co. Inc. 0.8%
Value ($000) $4,598 Shares 96,580 Est. Cost $30.08 Unrealized +3.0%
Energy Transfer Partners L P 0.8%
Value ($000) $4,547 Shares 87,322 Est. Cost $50.54 Unrealized
OXY Occidental Petroleum Corp 0.8%
Value ($000) $4,475 Shares 47,844 Est. Cost $57.86 Unrealized +2.4%
Vodafone Group PLC ADS 0.8%
Value ($000) $4,474 Shares 127,172 Est. Cost $28.74 Unrealized
Oneok Partners 0.8%
Value ($000) $4,339 Shares 81,857 Est. Cost $49.51 Unrealized
Alerian 0.8%
Value ($000) $4,248 Shares 241,491 Est. Cost $17.85 Unrealized
ABBV AbbVie Inc. 0.8%
Value ($000) $4,243 Shares 94,851 Est. Cost $26.55 Unrealized +2.3%
Maxim Integrated Products 0.7%
Value ($000) $3,874 Shares 129,916 Est. Cost $27.78 Unrealized
SLB Schlumberger Ltd. 0.7%
Value ($000) $3,569 Shares 40,397 Est. Cost $52.90 Unrealized +11.5%
Tortoise Energy Infrastructure 0.6%
Value ($000) $3,213 Shares 70,000 Est. Cost $46.49 Unrealized
EOG EOG Resources Inc 0.6%
Value ($000) $3,168 Shares 18,712 Est. Cost $46.52 Unrealized +21.2%
Golar LNG LP 0.5%
Value ($000) $2,909 Shares 89,513 Est. Cost $34.07 Unrealized
MA Mastercard Inc. 0.5%
Value ($000) $2,874 Shares 4,272 Est. Cost $51.54 Unrealized +13.1%
Whole Foods Market Inc. 0.5%
Value ($000) $2,738 Shares 46,808 Est. Cost $51.48 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $2,694 Shares 81,161 Est. Cost $28.85 Unrealized -4.0%
Hess Corporation 0.5%
Value ($000) $2,632 Shares 34,038 Est. Cost $71.71 Unrealized
C Citigroup Inc. 0.5%
Value ($000) $2,621 Shares 54,039 Est. Cost $35.76 Unrealized +5.2%
PG Procter & Gamble Co. 0.5%
Value ($000) $2,593 Shares 34,297 Est. Cost $55.00 Unrealized +2.2%
UNH UnitedHealth Group, Inc. 0.5%
Value ($000) $2,526 Shares 35,269 Est. Cost $50.75 Unrealized +15.5%
Praxair, Inc. 0.5%
Value ($000) $2,506 Shares 20,850 Est. Cost $115.15 Unrealized
URI United Rentals Inc. 0.5%
Value ($000) $2,477 Shares 42,486 Est. Cost $52.51 Unrealized +2.3%
Jarden Corporation 0.4%
Value ($000) $2,386 Shares 49,292 Est. Cost $43.75 Unrealized
Global X SuperDividend ETF 0.4%
Value ($000) $2,316 Shares 101,240 Est. Cost $21.41 Unrealized
NVZMF Novozymes A/S B 0.4%
Value ($000) $2,296 Shares 59,964 Est. Cost $29.14 Unrealized +4.1%
First Republic Bank Ser A 6.7% 0.4%
Value ($000) $2,159 Shares 91,080 Est. Cost $26.10 Unrealized
ADBE Adobe Systems Inc. 0.4%
Value ($000) $2,127 Shares 40,960 Est. Cost $44.36 Unrealized +7.6%
MSFT Microsoft Corporation 0.4%
Value ($000) $2,114 Shares 63,534 Est. Cost $26.70 Unrealized +1.1%
Chubb Corp 0.4%
Value ($000) $2,096 Shares 23,479 Est. Cost $84.66 Unrealized
CVR Partners, LP 0.4%
Value ($000) $2,064 Shares 116,635 Est. Cost $22.73 Unrealized
MTX Minerals Technologies 0.4%
Value ($000) $2,008 Shares 40,682 Est. Cost $39.30 Unrealized +11.6%
Family Dollar Stores, Inc. 0.4%
Value ($000) $2,006 Shares 27,850 Est. Cost $66.57 Unrealized
Cerner Corporation 0.4%
Value ($000) $1,935 Shares 36,817 Est. Cost $74.79 Unrealized
Cohen & Steers Pfd & Incm Fd 0.4%
Value ($000) $1,928 Shares 80,450 Est. Cost $25.94 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $1,906 Shares 16,553 Est. Cost $86.56 Unrealized +5.9%
CSCO Cisco Systems Inc. 0.3%
Value ($000) $1,825 Shares 77,873 Est. Cost $16.17 Unrealized +4.7%
Markwest Energy Partners 0.3%
Value ($000) $1,791 Shares 24,792 Est. Cost $66.84 Unrealized
HIG Hartford Financial Services 0.3%
Value ($000) $1,769 Shares 56,852 Est. Cost $23.00 Unrealized +4.9%
AXP American Express Co. 0.3%
Value ($000) $1,760 Shares 23,304 Est. Cost $59.62 Unrealized +6.1%
Arrow Dow Jones Global Yld ETF 0.3%
Value ($000) $1,757 Shares 67,275 Est. Cost $26.12 Unrealized
SJM JM Smucker Co. 0.3%
Value ($000) $1,728 Shares 16,448 Est. Cost $71.19 Unrealized +6.4%
TM Toyota Motor Corporation 0.3%
Value ($000) $1,723 Shares 13,454 Est. Cost $122.35 Unrealized
UNP Union Pacific Corp. 0.3%
Value ($000) $1,716 Shares 11,048 Est. Cost $57.06 Unrealized +5.4%
SVTRF Severn Trent plc 0.3%
Value ($000) $1,711 Shares 59,922 Est. Cost $27.92 Unrealized -2.9%
American Capital Agency Corp 0.3%
Value ($000) $1,705 Shares 75,510 Est. Cost $23.01 Unrealized
MIDD Middleby Corporation 0.3%
Value ($000) $1,673 Shares 8,007 Est. Cost $52.53 Unrealized +22.2%
IBM IBM Corp 0.3%
Value ($000) $1,620 Shares 8,747 Est. Cost $118.94 Unrealized -6.2%
El Paso Pipeline Partners, L.P 0.3%
Value ($000) $1,599 Shares 37,866 Est. Cost $43.68 Unrealized
CHD Church & Dwight Co Inc 0.3%
Value ($000) $1,541 Shares 25,666 Est. Cost $26.18 Unrealized -1.0%
BT Group PLC ADS 0.3%
Value ($000) $1,508 Shares 27,269 Est. Cost $46.98 Unrealized
Time Warner Inc 0.3%
Value ($000) $1,463 Shares 22,227 Est. Cost $57.81 Unrealized
LKQ LKQ Corporation 0.3%
Value ($000) $1,457 Shares 45,719 Est. Cost $21.42 Unrealized +21.0%
ORCL Oracle Corporation 0.3%
Value ($000) $1,447 Shares 43,638 Est. Cost $27.58 Unrealized -1.9%
HD Home Depot Inc. 0.3%
Value ($000) $1,408 Shares 18,563 Est. Cost $56.05 Unrealized +3.2%
ROK Rockwell Automation Inc 0.3%
Value ($000) $1,391 Shares 13,004 Est. Cost $76.44 Unrealized 0.0%
MMM 3M Company 0.2%
Value ($000) $1,364 Shares 11,421 Est. Cost $63.87 Unrealized +3.3%
Western Gas Partners LP 0.2%
Value ($000) $1,359 Shares 22,598 Est. Cost $64.89 Unrealized
LOW Lowes Companies Inc. 0.2%
Value ($000) $1,347 Shares 28,294 Est. Cost $36.41 Unrealized 0.0%
CVX Chevron Corp 0.2%
Value ($000) $1,323 Shares 10,885 Est. Cost $71.30 Unrealized +2.5%
Discovery Communications A 0.2%
Value ($000) $1,320 Shares 15,640 Est. Cost $77.22 Unrealized
VZ Verizon Communications, Inc. 0.2%
Value ($000) $1,288 Shares 27,595 Est. Cost $27.04 Unrealized -3.4%
CL Colgate-Palmolive Co 0.2%
Value ($000) $1,271 Shares 21,438 Est. Cost $44.38 Unrealized +0.4%
BDX Becton Dickinson & Co. 0.2%
Value ($000) $1,262 Shares 12,613 Est. Cost $78.81 Unrealized +2.3%
WAB Wabtec Corporation 0.2%
Value ($000) $1,241 Shares 19,740 Est. Cost $49.46 Unrealized +11.2%
Medtronic Inc. 0.2%
Value ($000) $1,232 Shares 23,144 Est. Cost $53.23 Unrealized
HON Honeywell Intl Inc 0.2%
Value ($000) $1,212 Shares 14,595 Est. Cost $53.58 Unrealized +7.3%
Atwood Oceanics Inc 0.2%
Value ($000) $1,204 Shares 21,876 Est. Cost $52.05 Unrealized
Health Care REIT Inc 0.2%
Value ($000) $1,200 Shares 19,240 Est. Cost $66.53 Unrealized
GWW W.W. Grainger Inc. 0.2%
Value ($000) $1,193 Shares 4,557 Est. Cost $202.16 Unrealized +5.3%
RGA Reinsurance Group of America 0.2%
Value ($000) $1,169 Shares 17,457 Est. Cost $67.49 Unrealized 0.0%
Owens-Illinois Inc. 0.2%
Value ($000) $1,130 Shares 37,635 Est. Cost $30.03 Unrealized
XYL Xylem Inc. 0.2%
Value ($000) $1,097 Shares 39,277 Est. Cost $23.20 Unrealized -2.1%
ROP Roper Industries Inc. 0.2%
Value ($000) $1,095 Shares 8,243 Est. Cost $113.55 Unrealized +5.0%
Canadian Pacific Railway 0.2%
Value ($000) $1,093 Shares 8,862 Est. Cost $121.41 Unrealized
SBUX Starbucks Corporation 0.2%
Value ($000) $1,078 Shares 14,001 Est. Cost $24.37 Unrealized +16.0%
EGBN Eagle Bancorp Inc 0.2%
Value ($000) $1,069 Shares 37,799 Est. Cost $16.63 Unrealized +20.9%
John Hancock Tax-Adv Div Fund 0.2%
Value ($000) $1,065 Shares 61,199 Est. Cost $18.82 Unrealized
SYNA Synaptics Incorporated 0.2%
Value ($000) $1,055 Shares 23,847 Est. Cost $40.06 Unrealized +2.2%
AMZN Amazon.com Inc. 0.2%
Value ($000) $1,046 Shares 3,345 Est. Cost $13.78 Unrealized +8.2%
FITB Fifth Third Bancorp 0.2%
Value ($000) $1,039 Shares 57,579 Est. Cost $12.47 Unrealized 0.0%
CNI Canadian National Railway 0.2%
Value ($000) $1,038 Shares 10,237 Est. Cost $39.40 Unrealized +0.5%
NEE NextEra Energy, Inc. 0.2%
Value ($000) $986 Shares 12,305 Est. Cost $14.15 Unrealized +4.9%
ITW Illinois Tool Works Inc. 0.2%
Value ($000) $962 Shares 12,614 Est. Cost $54.78 Unrealized 0.0%
Targa Resources Partners L.P. 0.2%
Value ($000) $952 Shares 18,504 Est. Cost $50.51 Unrealized
BWA BorgWarner Inc. 0.2%
Value ($000) $946 Shares 9,332 Est. Cost $35.23 Unrealized 0.0%
Brocade Communications Sys 0.2%
Value ($000) $931 Shares 115,665 Est. Cost $8.05 Unrealized
DIS Walt Disney Company 0.2%
Value ($000) $913 Shares 14,159 Est. Cost $56.12 Unrealized +1.4%
Enbridge Energy Partners LP 0.2%
Value ($000) $892 Shares 29,282 Est. Cost $30.48 Unrealized
PFG Principal Financial Group 0.2%
Value ($000) $886 Shares 20,702 Est. Cost $26.93 Unrealized 0.0%
AB Alliance Bernstein Holding LP 0.2%
Value ($000) $863 Shares 43,440 Est. Cost $20.81 Unrealized
AWK American Water Works 0.2%
Value ($000) $854 Shares 20,685 Est. Cost $31.82 Unrealized +0.9%
SU Suncor Energy 0.2%
Value ($000) $852 Shares 23,826 Est. Cost $19.64 Unrealized +11.1%
COP ConocoPhillips 0.1%
Value ($000) $821 Shares 11,810 Est. Cost $39.96 Unrealized +11.3%
EWBC East West Bancorp, Inc. 0.1%
Value ($000) $812 Shares 25,416 Est. Cost $19.39 Unrealized +18.1%
AKAM Akamai Technologies Inc. 0.1%
Value ($000) $812 Shares 15,714 Est. Cost $41.96 Unrealized +12.4%
SPY SPDR S&P 500 ETF Trust 0.1%
Value ($000) $810 Shares 4,821 Est. Cost $160.65 Unrealized
TMP Tompkins Financial Corp 0.1%
Value ($000) $785 Shares 16,980 Est. Cost $30.05 Unrealized +1.8%
Spectra Energy Corp 0.1%
Value ($000) $767 Shares 22,415 Est. Cost $34.22 Unrealized
VIG Vanguard Div App ETF 0.1%
Value ($000) $766 Shares 11,000 Est. Cost $66.19 Unrealized
PFF iShares US Preferred ETF 0.1%
Value ($000) $710 Shares 18,675 Est. Cost $39.28 Unrealized
HCP, Inc. 0.1%
Value ($000) $710 Shares 17,345 Est. Cost $45.44 Unrealized
ACN Accenture Ltd 0.1%
Value ($000) $706 Shares 9,585 Est. Cost $63.70 Unrealized -6.6%
TGT Target Corporation 0.1%
Value ($000) $689 Shares 10,774 Est. Cost $47.95 Unrealized -1.6%
UNFI United Natural Foods Inc. 0.1%
Value ($000) $669 Shares 9,952 Est. Cost $51.91 Unrealized +17.1%
AIG American Intl Group, Inc. 0.1%
Value ($000) $654 Shares 13,442 Est. Cost $33.40 Unrealized +7.9%
NFG National Fuel Gas Co. 0.1%
Value ($000) $645 Shares 9,383 Est. Cost $65.04 Unrealized 0.0%
SO Southern Company 0.1%
Value ($000) $645 Shares 15,670 Est. Cost $26.74 Unrealized -5.3%
PLD ProLogis, Inc. 0.1%
Value ($000) $638 Shares 16,972 Est. Cost $27.85 Unrealized -6.6%
CapitalSource Inc. 0.1%
Value ($000) $628 Shares 52,850 Est. Cost $9.37 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $613 Shares 11,250 Est. Cost $54.49 Unrealized
Buckeye Partners L P 0.1%
Value ($000) $600 Shares 9,149 Est. Cost $70.17 Unrealized
CVS CVS Caremark Corp. 0.1%
Value ($000) $595 Shares 10,488 Est. Cost $41.44 Unrealized +3.2%
QCOM Qualcomm Inc. 0.1%
Value ($000) $582 Shares 8,650 Est. Cost $45.06 Unrealized +3.3%
STAG Stag Industrial Inc. 0.1%
Value ($000) $569 Shares 28,260 Est. Cost $19.96 Unrealized
AFL AFLAC Inc. 0.1%
Value ($000) $568 Shares 9,158 Est. Cost $20.45 Unrealized +9.8%
Pentair Ltd. 0.1%
Value ($000) $565 Shares 8,706 Est. Cost $57.64 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $563 Shares 5,700 Est. Cost $73.48 Unrealized +10.5%
TMO Thermo Fisher Scientific, Inc. 0.1%
Value ($000) $555 Shares 6,022 Est. Cost $79.95 Unrealized +8.6%
TRV The Travelers Companies 0.1%
Value ($000) $538 Shares 6,348 Est. Cost $63.22 Unrealized -0.7%
Symantec Corporation 0.1%
Value ($000) $521 Shares 21,070 Est. Cost $22.73 Unrealized
DTEGY Deutsche Telekom Spons ADR 0.1%
Value ($000) $518 Shares 35,741 Est. Cost $11.64 Unrealized
Cohen & Steers MLP Income Ener 0.1%
Value ($000) $516 Shares 30,000 Est. Cost $19.60 Unrealized
SWK Stanley Black & Decker, Inc. 0.1%
Value ($000) $512 Shares 5,652 Est. Cost $56.98 Unrealized +10.0%
PFE Pfizer Inc. 0.1%
Value ($000) $505 Shares 17,591 Est. Cost $16.46 Unrealized -0.6%
Kimco Realty Corp. Ser I 6% 0.1%
Value ($000) $468 Shares 21,325 Est. Cost $24.88 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $468 Shares 11,673 Est. Cost $38.81 Unrealized
Apache Corporation 0.1%
Value ($000) $428 Shares 5,031 Est. Cost $83.86 Unrealized
Sunoco Logistics Partners LP 0.1%
Value ($000) $425 Shares 6,400 Est. Cost $64.06 Unrealized
NSRGY Nestle S.A. ADR 0.1%
Value ($000) $408 Shares 5,831 Est. Cost $65.44 Unrealized
VDE Vanguard Energy ETF 0.1%
Value ($000) $400 Shares 3,350 Est. Cost $112.54 Unrealized
Brookline Bancorp, Inc. 0.1%
Value ($000) $398 Shares 42,390 Est. Cost $8.67 Unrealized
V VISA Inc. 0.1%
Value ($000) $384 Shares 2,012 Est. Cost $40.02 Unrealized +5.8%
Sun Hydraulics Corp. 0.1%
Value ($000) $380 Shares 10,475 Est. Cost $31.31 Unrealized
Central Fd Canada cl A 0.1%
Value ($000) $369 Shares 25,105 Est. Cost $13.58 Unrealized
Unilever N.V. 0.1%
Value ($000) $368 Shares 9,750 Est. Cost $39.30 Unrealized
Celgene Corp. 0.1%
Value ($000) $362 Shares 2,350 Est. Cost $154.04 Unrealized
Nordstrom, Inc. 0.1%
Value ($000) $361 Shares 6,420 Est. Cost $59.99 Unrealized
Apple Call 1/17/15 $500 0.1%
Value ($000) $348 Shares 67 Est. Cost $5194.03 Unrealized
Vanguard Natural Resources, LL 0.1%
Value ($000) $346 Shares 12,350 Est. Cost $27.94 Unrealized
GAMCO Global Gold Natural Res 0.1%
Value ($000) $344 Shares 32,500 Est. Cost $9.98 Unrealized
TROW T Rowe Price Group Inc 0.1%
Value ($000) $341 Shares 4,740 Est. Cost $47.69 Unrealized -0.3%
Ocwen Financial Corp 0.1%
Value ($000) $341 Shares 6,115 Est. Cost $55.76 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $341 Shares 3,195 Est. Cost $97.03 Unrealized
KKR Financial Holdings LLC 0.1%
Value ($000) $341 Shares 33,000 Est. Cost $10.55 Unrealized
APOG Apogee Enterprises Inc. 0.1%
Value ($000) $340 Shares 11,458 Est. Cost $21.58 Unrealized +2.5%
DEO Diageo PLC ADS 0.1%
Value ($000) $339 Shares 2,666 Est. Cost $114.78 Unrealized
GILD Gilead Sciences Inc. 0.1%
Value ($000) $318 Shares 5,065 Est. Cost $41.52 Unrealized 0.0%
MCD McDonald's Corp. 0.1%
Value ($000) $313 Shares 3,258 Est. Cost $71.80 Unrealized -1.7%
Perrigo Company 0.1%
Value ($000) $310 Shares 2,515 Est. Cost $120.87 Unrealized
DuPont de Nemours & Co. 0.1%
Value ($000) $309 Shares 5,276 Est. Cost $52.50 Unrealized
Lyris, Inc. 0.1%
Value ($000) $309 Shares 208,653 Est. Cost $1.97 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $306 Shares 4,620 Est. Cost $68.61 Unrealized
Synovus Financial Corp 0.1%
Value ($000) $295 Shares 89,500 Est. Cost $2.92 Unrealized
Nustar Energy 0.1%
Value ($000) $286 Shares 7,125 Est. Cost $45.66 Unrealized
PSX Phillips 66 0.1%
Value ($000) $286 Shares 4,947 Est. Cost $40.44 Unrealized -7.3%
Life Technologies Corp 0.1%
Value ($000) $286 Shares 3,825 Est. Cost $73.99 Unrealized
ING Group, N.V. Perp Hybrid 0.1%
Value ($000) $284 Shares 12,316 Est. Cost $24.29 Unrealized
TILE Interface, Inc. 0.1%
Value ($000) $281 Shares 14,150 Est. Cost $17.50 Unrealized +6.0%
Stericycle Inc. 0.1%
Value ($000) $276 Shares 2,388 Est. Cost $110.55 Unrealized
SodaStream Int'l Ltd. 0.0%
Value ($000) $270 Shares 4,326 Est. Cost $69.98 Unrealized
Viacom Inc cl B 0.0%
Value ($000) $261 Shares 3,123 Est. Cost $83.57 Unrealized
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $260 Shares 1,867 Est. Cost $129.79 Unrealized
KO Coca-Cola Company 0.0%
Value ($000) $259 Shares 6,848 Est. Cost $27.85 Unrealized -3.9%
F Ford Motor Company 0.0%
Value ($000) $252 Shares 14,953 Est. Cost $9.02 Unrealized 0.0%
NKE Nike Inc cl B 0.0%
Value ($000) $252 Shares 3,465 Est. Cost $26.53 Unrealized +5.3%
Panera Bread Co 0.0%
Value ($000) $251 Shares 1,584 Est. Cost $186.24 Unrealized
EFA iShr MSCI EAFE ETF 0.0%
Value ($000) $250 Shares 3,925 Est. Cost $57.32 Unrealized
Orocobre Ltd., Milton Qld 0.0%
Value ($000) $250 Shares 117,194 Est. Cost $1.27 Unrealized
SHMDF Shimano Inc. 0.0%
Value ($000) $250 Shares 2,800 Est. Cost $73.75 Unrealized +7.8%
Dow Chemical Company 0.0%
Value ($000) $246 Shares 6,400 Est. Cost $32.19 Unrealized
RIG Transocean Ltd. 0.0%
Value ($000) $245 Shares 5,511 Est. Cost $50.97 Unrealized -7.2%
TC Pipeline LP 0.0%
Value ($000) $244 Shares 5,000 Est. Cost $48.21 Unrealized
APD Air Products & Chemicals 0.0%
Value ($000) $234 Shares 2,200 Est. Cost $61.55 Unrealized +13.9%
Toto Ltd. 0.0%
Value ($000) $233 Shares 16,675 Est. Cost $10.13 Unrealized
VFC V.F. Corporation 0.0%
Value ($000) $227 Shares 1,140 Est. Cost $46.15 Unrealized 0.0%
AdvisorShares Global Echo ETF 0.0%
Value ($000) $223 Shares 3,900 Est. Cost $57.18 Unrealized
Keryx Biopharmaceuticals 0.0%
Value ($000) $220 Shares 21,819 Est. Cost $7.47 Unrealized
BIIB Biogen Idec Inc. 0.0%
Value ($000) $217 Shares 900 Est. Cost $223.81 Unrealized 0.0%
MTD Mettler-Toledo Intl 0.0%
Value ($000) $216 Shares 900 Est. Cost $225.43 Unrealized 0.0%
DE Deere & Company 0.0%
Value ($000) $213 Shares 2,620 Est. Cost $68.04 Unrealized -3.1%
Tomra Systems A/S/A 0.0%
Value ($000) $212 Shares 22,557 Est. Cost $8.75 Unrealized
NVO Novo-Nordisk A/S 0.0%
Value ($000) $210 Shares 1,239 Est. Cost $154.87 Unrealized
Daiwa House Industry Limited 0.0%
Value ($000) $202 Shares 10,716 Est. Cost $18.64 Unrealized
Flamel Technologies SA 0.0%
Value ($000) $189 Shares 28,750 Est. Cost $6.12 Unrealized
Cincinnati Bell Inc. 0.0%
Value ($000) $174 Shares 64,000 Est. Cost $3.06 Unrealized
Johnson Controls, Inc. 0.0%
Value ($000) $160 Shares 3,849 Est. Cost $35.88 Unrealized
Frontline Ltd. 0.0%
Value ($000) $156 Shares 59,000 Est. Cost $2.47 Unrealized
Windstream Holdings, Inc. 0.0%
Value ($000) $141 Shares 17,648 Est. Cost $7.99 Unrealized
HAE Haemonetics Corporation 0.0%
Value ($000) $119 Shares 2,974 Est. Cost $41.96 Unrealized 0.0%
ITRI Itron Inc. 0.0%
Value ($000) $106 Shares 2,474 Est. Cost $42.64 Unrealized -4.0%
FSLR First Solar, Inc. 0.0%
Value ($000) $92 Shares 2,287 Est. Cost $44.10 Unrealized -4.1%
Silver Spring Networks, Inc. 0.0%
Value ($000) $81 Shares 4,650 Est. Cost $24.59 Unrealized
Real Goods Solar cl A 0.0%
Value ($000) $80 Shares 28,803 Est. Cost $2.53 Unrealized
Pure Techs Ltd. 0.0%
Value ($000) $80 Shares 16,993 Est. Cost $4.41 Unrealized
Amer 1st Tax Exempt 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $6.80 Unrealized
Cree Inc. 0.0%
Value ($000) $64 Shares 1,068 Est. Cost $59.93 Unrealized
ENPH Enphase Energy, Inc. 0.0%
Value ($000) $62 Shares 7,683 Est. Cost $7.08 Unrealized +1.9%
American DG Energy Inc. 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.30 Unrealized
Emrise Corp. 0.0%
Value ($000) $8 Shares 14,681 Est. Cost $0.48 Unrealized
Atmospheric Glow Technologies 0.0%
Value ($000) $0 Shares 33,820 Est. Cost Unrealized