Chesley Taft & Associates LLC Diversified Active

CIK: 0001164632 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 13, 2014

Total Value ($000): $1,003,446 (100.0% shares, 0.0% debt)

Holdings (268)

General Electric Corporation 2.7%
Value ($000) $27,049 Shares 965,002 Est. Cost $23.30 Unrealized
XOM Exxon Mobil Corp 2.6%
Value ($000) $26,116 Shares 258,064 Est. Cost $53.75 Unrealized +4.1%
JNJ Johnson & Johnson Co. 2.2%
Value ($000) $21,591 Shares 235,738 Est. Cost $59.76 Unrealized +10.0%
PEP Pepsico Inc 2.1%
Value ($000) $20,577 Shares 248,089 Est. Cost $56.02 Unrealized +3.1%
IJR iShares Core S&P SmallCap 1.9%
Value ($000) $19,119 Shares 175,197 Est. Cost $90.60 Unrealized
ECL Ecolab Inc. 1.8%
Value ($000) $17,711 Shares 169,855 Est. Cost $73.48 Unrealized +23.8%
KO Coca Cola Company 1.7%
Value ($000) $17,310 Shares 419,035 Est. Cost $27.85 Unrealized -3.3%
CVX Chevron Corp 1.7%
Value ($000) $16,937 Shares 135,590 Est. Cost $71.30 Unrealized +1.7%
UNP Union Pacific Corp 1.6%
Value ($000) $15,717 Shares 93,554 Est. Cost $57.06 Unrealized +6.1%
ACN Accenture PLC 1.5%
Value ($000) $15,508 Shares 188,619 Est. Cost $63.81 Unrealized -3.6%
Express Scripts Holding Co. 1.5%
Value ($000) $15,131 Shares 215,416 Est. Cost $61.74 Unrealized
IBM International Business Machine 1.5%
Value ($000) $15,089 Shares 80,446 Est. Cost $118.94 Unrealized -10.5%
DIS Walt Disney Co. 1.5%
Value ($000) $14,962 Shares 195,840 Est. Cost $56.11 Unrealized +9.9%
EFA iShares Tr MSCI EAFE Index 1.5%
Value ($000) $14,581 Shares 217,319 Est. Cost $58.11 Unrealized
HON Honeywell International 1.4%
Value ($000) $14,067 Shares 153,951 Est. Cost $53.13 Unrealized +14.5%
Vodafone Group PLC New 1.4%
Value ($000) $14,048 Shares 357,365 Est. Cost $28.92 Unrealized
PM Philip Morris International, I 1.3%
Value ($000) $13,471 Shares 154,613 Est. Cost $49.81 Unrealized -4.0%
Walgreen Co. 1.3%
Value ($000) $13,170 Shares 229,288 Est. Cost $44.20 Unrealized
E I DuPont De Nemours & Co 1.3%
Value ($000) $13,155 Shares 202,473 Est. Cost $58.35 Unrealized
ABT Abbott Laboratories 1.3%
Value ($000) $13,154 Shares 343,170 Est. Cost $28.89 Unrealized +1.2%
3M Company 1.3%
Value ($000) $12,699 Shares 90,548 Est. Cost $109.35 Unrealized
NSRGY Nestle SA-Sponsored ADR 1.3%
Value ($000) $12,653 Shares 171,935 Est. Cost $65.78 Unrealized
IJH iShares Core S&P MidCap 1.2%
Value ($000) $11,875 Shares 88,746 Est. Cost $115.50 Unrealized
Google Inc Cl A 1.2%
Value ($000) $11,825 Shares 10,551 Est. Cost $886.29 Unrealized
United Technologies Corp 1.1%
Value ($000) $11,402 Shares 100,196 Est. Cost $92.94 Unrealized
ITW Illinois Tool Works Inc. 1.1%
Value ($000) $11,067 Shares 131,628 Est. Cost $49.85 Unrealized +19.3%
LKQ LKQ Corporation 1.1%
Value ($000) $10,972 Shares 333,492 Est. Cost $22.19 Unrealized +32.0%
Johnson Controls, Inc. 1.1%
Value ($000) $10,890 Shares 212,274 Est. Cost $35.79 Unrealized
EMC Corporation 1.1%
Value ($000) $10,720 Shares 426,229 Est. Cost $23.62 Unrealized
ORCL Oracle Systems Corporation 1.0%
Value ($000) $10,237 Shares 267,575 Est. Cost $27.58 Unrealized +4.4%
GILD Gilead Sciences, Inc. 1.0%
Value ($000) $10,233 Shares 136,262 Est. Cost $36.89 Unrealized +31.1%
Chicago Bridge & Iron Company 1.0%
Value ($000) $9,943 Shares 119,595 Est. Cost $67.39 Unrealized
MSFT Microsoft Corp 1.0%
Value ($000) $9,645 Shares 257,813 Est. Cost $26.70 Unrealized +12.4%
PFE Pfizer, Inc 1.0%
Value ($000) $9,558 Shares 312,036 Est. Cost $16.47 Unrealized +7.0%
SYK Stryker Corporation 0.9%
Value ($000) $9,241 Shares 122,988 Est. Cost $56.92 Unrealized +10.8%
SPY SPDR S&P 500 ETF Trust 0.9%
Value ($000) $9,169 Shares 49,643 Est. Cost $161.38 Unrealized
EBAY Ebay Inc. 0.9%
Value ($000) $9,032 Shares 164,624 Est. Cost $20.16 Unrealized -2.3%
VEU Vanguard FTSE All-World Ex-US 0.9%
Value ($000) $8,803 Shares 173,517 Est. Cost $44.45 Unrealized
CHD Church & Dwight Company, Inc. 0.9%
Value ($000) $8,733 Shares 131,760 Est. Cost $26.18 Unrealized +4.1%
AAPL Apple Computer Inc. 0.9%
Value ($000) $8,687 Shares 15,484 Est. Cost $13.16 Unrealized +24.4%
MCK McKesson Corporation 0.9%
Value ($000) $8,664 Shares 53,681 Est. Cost $101.92 Unrealized +37.9%
INTC Intel Corporation 0.9%
Value ($000) $8,563 Shares 329,919 Est. Cost $17.17 Unrealized +4.4%
QCOM Qualcomm Inc. 0.8%
Value ($000) $8,398 Shares 113,098 Est. Cost $45.06 Unrealized +11.8%
HAL Halliburton Co 0.8%
Value ($000) $8,293 Shares 163,400 Est. Cost $38.35 Unrealized +7.7%
CTSH Cognizant Technology Solutions 0.8%
Value ($000) $8,110 Shares 80,313 Est. Cost $29.46 Unrealized +37.0%
Continental Resources, Inc. 0.8%
Value ($000) $7,903 Shares 70,240 Est. Cost $87.58 Unrealized
WMT Wal-Mart Stores, Inc. 0.8%
Value ($000) $7,747 Shares 98,446 Est. Cost $19.98 Unrealized +1.8%
SBUX Starbucks Corp 0.8%
Value ($000) $7,677 Shares 97,930 Est. Cost $24.37 Unrealized +28.1%
C.R. Bard, Inc. 0.7%
Value ($000) $7,042 Shares 52,579 Est. Cost $108.68 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.7%
Value ($000) $6,778 Shares 60,875 Est. Cost $79.76 Unrealized +19.9%
AMZN Amazon.com, Inc. 0.7%
Value ($000) $6,654 Shares 16,685 Est. Cost $13.32 Unrealized +35.0%
PG Procter & Gamble Co 0.7%
Value ($000) $6,639 Shares 81,547 Est. Cost $55.00 Unrealized +5.5%
BAX Baxter International Inc. 0.7%
Value ($000) $6,567 Shares 94,426 Est. Cost $29.26 Unrealized -0.1%
OXY Occidental Petroleum Corp 0.7%
Value ($000) $6,537 Shares 68,740 Est. Cost $59.23 Unrealized +7.0%
Towers Watson & Company 0.6%
Value ($000) $6,456 Shares 50,595 Est. Cost $82.26 Unrealized
KSS Kohls Corp 0.6%
Value ($000) $6,306 Shares 111,118 Est. Cost $49.51 Unrealized +10.7%
WFC Wells Fargo & Co. 0.6%
Value ($000) $6,296 Shares 138,681 Est. Cost $27.51 Unrealized +11.8%
ICE IntercontinentalExchange Group 0.6%
Value ($000) $6,268 Shares 27,868 Est. Cost $35.28 Unrealized 0.0%
IGSB iShares Tr Barclays 1-3 Year 0.6%
Value ($000) $6,148 Shares 58,301 Est. Cost $105.12 Unrealized
JPMorgan Chase & Co Alerian ML 0.6%
Value ($000) $6,119 Shares 132,017 Est. Cost $46.62 Unrealized
JPM J P Morgan Chase & Co 0.6%
Value ($000) $5,949 Shares 101,725 Est. Cost $36.24 Unrealized +9.4%
MDY SPDR S&P Midcap 400 ETF TR 0.6%
Value ($000) $5,663 Shares 23,190 Est. Cost $210.09 Unrealized
ADT Corporation 0.6%
Value ($000) $5,653 Shares 139,673 Est. Cost $40.36 Unrealized
Stericycle Inc. 0.6%
Value ($000) $5,641 Shares 48,555 Est. Cost $110.43 Unrealized
SLB Schlumberger Ltd 0.6%
Value ($000) $5,594 Shares 62,083 Est. Cost $52.90 Unrealized +23.0%
NVS Novartis AG 0.6%
Value ($000) $5,569 Shares 69,279 Est. Cost $70.71 Unrealized
APH Amphenol Corp CL A 0.5%
Value ($000) $5,503 Shares 61,709 Est. Cost $8.50 Unrealized +8.4%
ABBV AbbVie Inc. 0.5%
Value ($000) $5,446 Shares 103,124 Est. Cost $26.83 Unrealized +13.3%
Kellogg Company 0.5%
Value ($000) $5,384 Shares 88,160 Est. Cost $38.95 Unrealized -3.0%
GWW Grainger WW Inc 0.5%
Value ($000) $5,311 Shares 20,795 Est. Cost $201.89 Unrealized +5.7%
EEM iShares MSCI Emerging Markets 0.5%
Value ($000) $5,252 Shares 125,671 Est. Cost $38.58 Unrealized
Jacobs Engineering Group Inc 0.5%
Value ($000) $5,057 Shares 80,280 Est. Cost $55.13 Unrealized
CVS CVS Caremark Corp 0.5%
Value ($000) $4,905 Shares 68,538 Est. Cost $42.84 Unrealized +8.1%
NTRS Northern Trust Corp 0.5%
Value ($000) $4,709 Shares 76,080 Est. Cost $40.40 Unrealized +3.5%
Praxair Inc 0.5%
Value ($000) $4,576 Shares 35,189 Est. Cost $115.23 Unrealized
COST Costco Wholesale Corp. 0.4%
Value ($000) $4,157 Shares 34,924 Est. Cost $86.65 Unrealized +9.8%
IBB iShares Nasdaq Biotechnology I 0.4%
Value ($000) $4,070 Shares 17,925 Est. Cost $178.56 Unrealized
MCD McDonalds Corp 0.4%
Value ($000) $3,901 Shares 40,204 Est. Cost $71.78 Unrealized -2.5%
V Visa Inc. 0.4%
Value ($000) $3,828 Shares 17,191 Est. Cost $42.31 Unrealized +9.4%
OMC Omnicom Group Inc. 0.4%
Value ($000) $3,740 Shares 50,287 Est. Cost $40.69 Unrealized +13.5%
Regeneron Pharmaceuticals, Inc 0.4%
Value ($000) $3,688 Shares 13,400 Est. Cost $224.88 Unrealized
MRK Merck & Co., Inc. 0.3%
Value ($000) $3,407 Shares 68,072 Est. Cost $30.06 Unrealized +4.1%
Perrigo Co. 0.3%
Value ($000) $3,393 Shares 22,112 Est. Cost $121.02 Unrealized
T AT&T Inc. 0.3%
Value ($000) $3,364 Shares 95,685 Est. Cost $11.40 Unrealized -2.0%
A Agilent Technologies Inc. 0.3%
Value ($000) $3,358 Shares 58,720 Est. Cost $27.97 Unrealized +22.9%
DHR Danaher Corporation 0.3%
Value ($000) $3,251 Shares 42,115 Est. Cost $25.01 Unrealized +18.8%
MET MetLife, Inc. 0.3%
Value ($000) $3,250 Shares 60,275 Est. Cost $24.43 Unrealized +23.3%
AGG iShares Core Total US Bond Mar 0.3%
Value ($000) $3,197 Shares 30,041 Est. Cost $107.19 Unrealized
Blackrock Inc 0.3%
Value ($000) $3,087 Shares 9,755 Est. Cost $256.81 Unrealized
Viacom Inc. Class B New 0.3%
Value ($000) $3,034 Shares 34,741 Est. Cost $68.37 Unrealized
AmerisourceBergen Corp 0.3%
Value ($000) $2,974 Shares 42,305 Est. Cost $62.41 Unrealized
PETsMART, Inc. 0.3%
Value ($000) $2,939 Shares 40,400 Est. Cost $66.99 Unrealized
FISV Fiserv Inc. 0.3%
Value ($000) $2,844 Shares 48,160 Est. Cost $24.40 Unrealized +10.6%
GIS General Mills Inc. 0.3%
Value ($000) $2,838 Shares 56,854 Est. Cost $31.99 Unrealized +2.8%
MA MasterCard, Inc. 0.3%
Value ($000) $2,807 Shares 3,360 Est. Cost $52.54 Unrealized +31.4%
CMI Cummins Inc. 0.3%
Value ($000) $2,787 Shares 19,770 Est. Cost $81.53 Unrealized +18.1%
GLD SPDR Gold Trust 0.3%
Value ($000) $2,780 Shares 23,940 Est. Cost $119.11 Unrealized
MDLZ Mondelez Int'l Inc/Frmrly Kraf 0.3%
Value ($000) $2,769 Shares 78,441 Est. Cost $23.17 Unrealized +10.2%
TIP iShares Barclays US TIPS Fund 0.3%
Value ($000) $2,768 Shares 25,188 Est. Cost $112.01 Unrealized
TJX TJX Companies Inc. 0.3%
Value ($000) $2,710 Shares 42,523 Est. Cost $20.99 Unrealized +22.5%
EMR Emerson Electric Co. 0.3%
Value ($000) $2,623 Shares 37,370 Est. Cost $40.02 Unrealized +20.4%
SJNK SPDR Barclays Capital Short Te 0.3%
Value ($000) $2,600 Shares 84,275 Est. Cost $30.28 Unrealized
TSCO Tractor Supply Company 0.3%
Value ($000) $2,577 Shares 33,220 Est. Cost $9.83 Unrealized +22.5%
SPDR Barclays Capital High Yie 0.3%
Value ($000) $2,534 Shares 62,464 Est. Cost $39.49 Unrealized
APD Air Products & Chemicals Inc. 0.2%
Value ($000) $2,485 Shares 22,235 Est. Cost $61.55 Unrealized +21.6%
ADP Automatic Data Processing 0.2%
Value ($000) $2,469 Shares 30,555 Est. Cost $45.09 Unrealized +14.1%
Isle of Capri Casinos, Inc. 0.2%
Value ($000) $2,399 Shares 266,544 Est. Cost $7.51 Unrealized
Endocyte Inc. 0.2%
Value ($000) $2,398 Shares 224,550 Est. Cost $12.06 Unrealized
MUB iShares S&P National AMT-Free 0.2%
Value ($000) $2,375 Shares 22,895 Est. Cost $105.02 Unrealized
VZ Verizon Communications 0.2%
Value ($000) $2,338 Shares 47,570 Est. Cost $26.94 Unrealized -1.2%
Allergan, Inc. 0.2%
Value ($000) $2,315 Shares 20,842 Est. Cost $84.76 Unrealized
VTI Vanguard Total Stock Market VI 0.2%
Value ($000) $2,309 Shares 24,069 Est. Cost $82.65 Unrealized
CRM Salesforce Com Inc. 0.2%
Value ($000) $2,292 Shares 41,528 Est. Cost $41.06 Unrealized +28.7%
Kraft Foods Group, Inc. 0.2%
Value ($000) $2,245 Shares 41,639 Est. Cost $55.52 Unrealized
TGT Target Corp 0.2%
Value ($000) $2,229 Shares 35,227 Est. Cost $47.95 Unrealized -7.0%
Plum Creek Timber Company, Inc 0.2%
Value ($000) $2,187 Shares 47,015 Est. Cost $46.67 Unrealized
EMB iShares JPMorgan Emerg Mrkts B 0.2%
Value ($000) $2,175 Shares 20,110 Est. Cost $109.50 Unrealized
UnitedHealth Group, Inc. 0.2%
Value ($000) $2,090 Shares 27,761 Est. Cost $65.55 Unrealized
META Facebook, Inc. 0.2%
Value ($000) $2,052 Shares 37,550 Est. Cost $25.44 Unrealized +96.0%
BND Vanguard Total Bond Market Fun 0.2%
Value ($000) $1,964 Shares 24,538 Est. Cost $80.87 Unrealized
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $1,941 Shares 17,653 Est. Cost $94.41 Unrealized
NKE Nike Inc 0.2%
Value ($000) $1,772 Shares 22,531 Est. Cost $26.53 Unrealized +23.9%
IGIB iShares Intermediate Credit Bo 0.2%
Value ($000) $1,715 Shares 15,900 Est. Cost $107.76 Unrealized
Beam, Inc. 0.2%
Value ($000) $1,698 Shares 24,955 Est. Cost $63.58 Unrealized
Encana Corporation 0.2%
Value ($000) $1,691 Shares 93,670 Est. Cost $16.94 Unrealized
LOW Lowes Companies Inc. 0.2%
Value ($000) $1,676 Shares 33,820 Est. Cost $32.16 Unrealized +21.7%
IEO iShares Dow Jones US Oil & Gas 0.2%
Value ($000) $1,651 Shares 20,050 Est. Cost $71.62 Unrealized
CL Colgate Palmolive Company 0.2%
Value ($000) $1,537 Shares 23,567 Est. Cost $44.38 Unrealized +9.1%
Yahoo Inc. 0.2%
Value ($000) $1,512 Shares 37,400 Est. Cost $25.12 Unrealized
IWR iShares Russell Midcap Index F 0.2%
Value ($000) $1,506 Shares 10,039 Est. Cost $130.28 Unrealized
D Dominion Resources 0.1%
Value ($000) $1,489 Shares 23,014 Est. Cost $34.58 Unrealized +11.9%
SHW Sherwin Williams Co 0.1%
Value ($000) $1,486 Shares 8,100 Est. Cost $53.48 Unrealized +2.1%
HSY Hershey Company 0.1%
Value ($000) $1,453 Shares 14,940 Est. Cost $65.77 Unrealized +9.8%
PrivateBancorp, Inc. 0.1%
Value ($000) $1,451 Shares 50,172 Est. Cost $21.23 Unrealized
NEE Nextera Energy, Inc. 0.1%
Value ($000) $1,441 Shares 16,830 Est. Cost $14.15 Unrealized +8.1%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $1,403 Shares 13,434 Est. Cost $63.15 Unrealized +5.1%
MRSH Marsh & McLennan Companies, In 0.1%
Value ($000) $1,333 Shares 27,555 Est. Cost $31.19 Unrealized +19.9%
Royal Dutch Shell PLC ADR CL A 0.1%
Value ($000) $1,308 Shares 18,358 Est. Cost $63.82 Unrealized
EW Edwards Lifesciences Corp 0.1%
Value ($000) $1,292 Shares 19,640 Est. Cost $11.84 Unrealized -4.8%
Actavis plc 0.1%
Value ($000) $1,290 Shares 7,680 Est. Cost $167.97 Unrealized
CBOE Holdings, Inc. 0.1%
Value ($000) $1,264 Shares 24,325 Est. Cost $46.65 Unrealized
VTIP Vanguard Short-Term Inflation 0.1%
Value ($000) $1,258 Shares 25,500 Est. Cost $49.18 Unrealized
SO Southern Company 0.1%
Value ($000) $1,237 Shares 30,101 Est. Cost $26.65 Unrealized -7.8%
VNQ Vanguard REIT 0.1%
Value ($000) $1,221 Shares 18,905 Est. Cost $68.67 Unrealized
ROP Roper Industries Inc New 0.1%
Value ($000) $1,218 Shares 8,785 Est. Cost $113.55 Unrealized +6.4%
HMS Holdings Corporation 0.1%
Value ($000) $1,212 Shares 53,391 Est. Cost $23.24 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $1,196 Shares 22,500 Est. Cost $28.67 Unrealized +19.2%
Bed Bath & Beyond, Inc. 0.1%
Value ($000) $1,186 Shares 14,775 Est. Cost $71.20 Unrealized
Health Care REIT, Inc. 0.1%
Value ($000) $1,136 Shares 21,200 Est. Cost $62.17 Unrealized
IVV iShares S&P 500 Index Fund 0.1%
Value ($000) $1,134 Shares 6,106 Est. Cost $161.67 Unrealized
Seadrill Ltd. 0.1%
Value ($000) $1,130 Shares 27,500 Est. Cost $41.09 Unrealized
GWX SPDR S&P International SmallCa 0.1%
Value ($000) $1,099 Shares 32,737 Est. Cost $29.03 Unrealized
USB US Bancorp Del New 0.1%
Value ($000) $1,025 Shares 25,363 Est. Cost $22.46 Unrealized +13.0%
DJP iPATH Dow Jones UBS Commodity 0.1%
Value ($000) $1,021 Shares 27,793 Est. Cost $36.49 Unrealized
SWKS Skyworks Solutions, Inc. 0.1%
Value ($000) $1,018 Shares 35,635 Est. Cost $18.05 Unrealized +15.9%
Iron Mountain Inc. 0.1%
Value ($000) $1,005 Shares 33,100 Est. Cost $26.71 Unrealized
Ace Ltd Switzerland 0.1%
Value ($000) $1,003 Shares 9,685 Est. Cost $89.76 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $998 Shares 16,965 Est. Cost $58.83 Unrealized
CMCSA Comcast Corp-Cl A 0.1%
Value ($000) $951 Shares 18,304 Est. Cost $15.64 Unrealized +17.5%
Vectren Corporation 0.1%
Value ($000) $945 Shares 26,625 Est. Cost $33.84 Unrealized
CSCO Cisco Systems Inc. 0.1%
Value ($000) $938 Shares 41,800 Est. Cost $15.24 Unrealized -0.2%
EWC iShares MSCI Canada Index 0.1%
Value ($000) $938 Shares 32,160 Est. Cost $26.16 Unrealized
SCZ iShares MSCI EAFE Small Cap In 0.1%
Value ($000) $934 Shares 18,325 Est. Cost $42.28 Unrealized
LMT Lockheed Martin Corpration 0.1%
Value ($000) $926 Shares 6,230 Est. Cost $72.63 Unrealized +33.8%
Dunkin' Brands Group, Inc. 0.1%
Value ($000) $911 Shares 18,900 Est. Cost $43.23 Unrealized
AME AMETEK, Inc. 0.1%
Value ($000) $909 Shares 17,265 Est. Cost $38.48 Unrealized +15.7%
Avago Technologies Ltd. 0.1%
Value ($000) $901 Shares 17,040 Est. Cost $43.08 Unrealized
TEVA Teva Pharmaceutical Inds Ltd A 0.1%
Value ($000) $893 Shares 22,287 Est. Cost $39.20 Unrealized
FBIN Fortune Brands Home & Security 0.1%
Value ($000) $889 Shares 19,450 Est. Cost $28.21 Unrealized +8.0%
Alexion Pharmaceuticals, Inc. 0.1%
Value ($000) $863 Shares 6,495 Est. Cost $92.27 Unrealized
ConocoPhillips 0.1%
Value ($000) $852 Shares 12,053 Est. Cost $62.77 Unrealized
AMGN Amgen, Inc. 0.1%
Value ($000) $830 Shares 7,272 Est. Cost $73.39 Unrealized +10.5%
SPG Simon Property Group Inc. 0.1%
Value ($000) $825 Shares 5,420 Est. Cost $88.69 Unrealized -8.7%
IEZ iShares Dow Jones US Oil Equip 0.1%
Value ($000) $820 Shares 12,655 Est. Cost $56.66 Unrealized
HD Home Depot Inc. 0.1%
Value ($000) $819 Shares 9,950 Est. Cost $56.09 Unrealized +4.7%
ALL Allstate Corp 0.1%
Value ($000) $814 Shares 14,922 Est. Cost $37.27 Unrealized +10.3%
MCHP Microchip Technology, Inc. 0.1%
Value ($000) $798 Shares 17,825 Est. Cost $13.91 Unrealized +16.3%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $794 Shares 7,213 Est. Cost $95.98 Unrealized
MAT Mattel Inc. 0.1%
Value ($000) $793 Shares 16,675 Est. Cost $44.76 Unrealized -0.4%
AFL Aflac Inc. 0.1%
Value ($000) $764 Shares 11,434 Est. Cost $20.21 Unrealized +21.8%
National Oilwell Varco Inc. 0.1%
Value ($000) $752 Shares 9,460 Est. Cost $73.89 Unrealized
CAT Caterpillar Inc. 0.1%
Value ($000) $739 Shares 8,136 Est. Cost $61.55 Unrealized +1.8%
ITC Holdings Corporation 0.1%
Value ($000) $739 Shares 7,710 Est. Cost $91.27 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $729 Shares 9,194 Est. Cost $85.93 Unrealized
PowerShares Senior Loan Portfo 0.1%
Value ($000) $728 Shares 29,275 Est. Cost $24.76 Unrealized
Chubb Corp 0.1%
Value ($000) $721 Shares 7,460 Est. Cost $84.58 Unrealized
Gannett Company Inc. 0.1%
Value ($000) $721 Shares 24,375 Est. Cost $24.55 Unrealized
TXN Texas Instruments Inc. 0.1%
Value ($000) $720 Shares 16,400 Est. Cost $25.31 Unrealized +18.8%
TROW T. Rowe Price Group, Inc. 0.1%
Value ($000) $716 Shares 8,545 Est. Cost $47.69 Unrealized +5.9%
PHG Koninklijke Philips Electrs NV 0.1%
Value ($000) $715 Shares 19,327 Est. Cost $27.18 Unrealized
Tupperware Brands Corporation 0.1%
Value ($000) $697 Shares 7,375 Est. Cost $86.58 Unrealized
Broadcom Corporation 0.1%
Value ($000) $694 Shares 23,400 Est. Cost $31.03 Unrealized
Royal Dutch Shell PLC ADR CL B 0.1%
Value ($000) $689 Shares 9,175 Est. Cost $66.26 Unrealized
WDAY Workday, Inc. 0.1%
Value ($000) $682 Shares 8,200 Est. Cost $66.14 Unrealized +19.4%
CMS CMS Energy Corporation 0.1%
Value ($000) $663 Shares 24,775 Est. Cost $19.06 Unrealized -2.3%
Atwood Oceanics, Inc. 0.1%
Value ($000) $662 Shares 12,400 Est. Cost $52.42 Unrealized
EWH iShares MSCI Hong Kong Index 0.1%
Value ($000) $652 Shares 31,650 Est. Cost $18.33 Unrealized
SYY Sysco Corporation 0.1%
Value ($000) $643 Shares 17,800 Est. Cost $24.40 Unrealized -0.1%
CNK Cinemark Holdings, Inc. 0.1%
Value ($000) $633 Shares 19,000 Est. Cost $26.30 Unrealized 0.0%
BDX Becton Dickinson & Company 0.1%
Value ($000) $627 Shares 5,675 Est. Cost $78.11 Unrealized +9.8%
EWA iShares MSCI Australia ETF 0.1%
Value ($000) $626 Shares 25,700 Est. Cost $22.60 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $619 Shares 7,435 Est. Cost $54.12 Unrealized +5.7%
VWO Vanguard Emerging Markets 0.1%
Value ($000) $612 Shares 14,874 Est. Cost $39.11 Unrealized
O Realty Income Corporation 0.1%
Value ($000) $604 Shares 16,175 Est. Cost $24.80 Unrealized -12.6%
INTU Intuit Inc. 0.1%
Value ($000) $580 Shares 7,600 Est. Cost $54.39 Unrealized +19.5%
LQD iShares iBoxx $ Inv Grade Corp 0.1%
Value ($000) $562 Shares 4,925 Est. Cost $113.65 Unrealized
DE Deere & Company 0.1%
Value ($000) $559 Shares 6,118 Est. Cost $68.04 Unrealized -0.9%
VEA Vanguard MSCI EAFE ETF 0.1%
Value ($000) $551 Shares 13,225 Est. Cost $35.58 Unrealized
ARCC Ares Capital Corporation 0.1%
Value ($000) $541 Shares 30,418 Est. Cost $5.34 Unrealized +3.3%
XLF SPDR Financial Select Sector 0.1%
Value ($000) $519 Shares 23,736 Est. Cost $19.50 Unrealized
Spectra Energy Corporation 0.1%
Value ($000) $511 Shares 14,350 Est. Cost $34.50 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $505 Shares 5,440 Est. Cost $57.67 Unrealized +13.9%
IWF iShares Russell 1000 Growth In 0.0%
Value ($000) $490 Shares 5,703 Est. Cost $78.93 Unrealized
Celgene Corporation 0.0%
Value ($000) $471 Shares 2,785 Est. Cost $117.04 Unrealized
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $450 Shares 3,500 Est. Cost $7.19 Unrealized +17.2%
Medtronic Inc. 0.0%
Value ($000) $445 Shares 7,759 Est. Cost $51.47 Unrealized
CSX CSX Corp 0.0%
Value ($000) $434 Shares 15,088 Est. Cost $6.66 Unrealized +10.6%
DRI Darden Restaurants Inc. 0.0%
Value ($000) $430 Shares 7,900 Est. Cost $31.30 Unrealized +2.5%
Laboratory Corp Amer Hldgs 0.0%
Value ($000) $427 Shares 4,675 Est. Cost $99.73 Unrealized
AGCO AGCO Corporation 0.0%
Value ($000) $418 Shares 7,055 Est. Cost $44.55 Unrealized +5.2%
AXP American Express 0.0%
Value ($000) $406 Shares 4,480 Est. Cost $59.62 Unrealized +16.2%
Market Vectors High Yield Muni 0.0%
Value ($000) $406 Shares 14,350 Est. Cost $28.29 Unrealized
ADM Archer Daniels Midland 0.0%
Value ($000) $395 Shares 9,105 Est. Cost $23.37 Unrealized +22.4%
Roundy's Inc. 0.0%
Value ($000) $388 Shares 39,350 Est. Cost $9.86 Unrealized
Kinder Morgan Energy Partners, 0.0%
Value ($000) $379 Shares 4,700 Est. Cost $85.32 Unrealized
Apache Corp 0.0%
Value ($000) $373 Shares 4,345 Est. Cost $83.77 Unrealized
BRK/A Berkshire Hathaway Inc. - Clas 0.0%
Value ($000) $356 Shares 2 Est. Cost $165023.42 Unrealized +5.1%
UGI UGI Corp New 0.0%
Value ($000) $352 Shares 8,500 Est. Cost $26.32 Unrealized +2.4%
LLY Eli Lilly & Co. 0.0%
Value ($000) $350 Shares 6,870 Est. Cost $42.16 Unrealized -6.1%
IWV iShares Russell 3000 0.0%
Value ($000) $348 Shares 3,145 Est. Cost $98.90 Unrealized
AN AutoNation, Inc. 0.0%
Value ($000) $344 Shares 6,925 Est. Cost $49.51 Unrealized 0.0%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $343 Shares 6,336 Est. Cost $45.53 Unrealized +10.1%
CNI Canadian National Railway Co. 0.0%
Value ($000) $342 Shares 6,000 Est. Cost $41.86 Unrealized +5.9%
Family Dollar Stores, Inc. 0.0%
Value ($000) $325 Shares 5,000 Est. Cost $62.40 Unrealized
Cedar Fair, L. P. Dep 0.0%
Value ($000) $317 Shares 6,400 Est. Cost $41.41 Unrealized
Sirona Dental Systems, Inc. 0.0%
Value ($000) $316 Shares 4,500 Est. Cost $66.42 Unrealized
Altria Group Inc. 0.0%
Value ($000) $296 Shares 7,713 Est. Cost $34.95 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $294 Shares 6,450 Est. Cost $25.36 Unrealized +16.0%
Twenty-First Century Fox, Inc. 0.0%
Value ($000) $286 Shares 8,144 Est. Cost $33.52 Unrealized
PSX Phillips 66 0.0%
Value ($000) $279 Shares 3,612 Est. Cost $43.41 Unrealized 0.0%
Laclede Group Inc. 0.0%
Value ($000) $273 Shares 5,990 Est. Cost $45.74 Unrealized
EL Estee Lauder Companies, Inc. 0.0%
Value ($000) $273 Shares 3,618 Est. Cost $58.22 Unrealized +6.7%
RSG Republic Services, Inc. 0.0%
Value ($000) $266 Shares 8,000 Est. Cost $26.37 Unrealized +1.8%
WGL Holdings, Inc. 0.0%
Value ($000) $266 Shares 6,650 Est. Cost $43.25 Unrealized
FLS Flowserve Corp 0.0%
Value ($000) $260 Shares 3,300 Est. Cost $46.10 Unrealized +20.1%
Canadian Pacific Railway Limit 0.0%
Value ($000) $257 Shares 1,700 Est. Cost $123.53 Unrealized
Barclays Bank PLC Pfd. 6.625% 0.0%
Value ($000) $253 Shares 10,460 Est. Cost $24.74 Unrealized
BA Boeing Company 0.0%
Value ($000) $245 Shares 1,794 Est. Cost $91.56 Unrealized +21.2%
GD General Dynamics Corp 0.0%
Value ($000) $239 Shares 2,500 Est. Cost $64.92 Unrealized +5.8%
HYG iShares iBoxx High Yield Corpo 0.0%
Value ($000) $235 Shares 2,535 Est. Cost $91.41 Unrealized
Magellan Midstream Partners, L 0.0%
Value ($000) $230 Shares 3,640 Est. Cost $63.19 Unrealized
Unit Corporation 0.0%
Value ($000) $230 Shares 4,450 Est. Cost $46.52 Unrealized
CLX Clorox Co 0.0%
Value ($000) $213 Shares 2,300 Est. Cost $60.00 Unrealized +6.3%
IEF iShares Barclays 7-10 Year Tre 0.0%
Value ($000) $213 Shares 2,150 Est. Cost $102.52 Unrealized
HSBC Holdings PLC 8.125% 0.0%
Value ($000) $211 Shares 8,200 Est. Cost $25.37 Unrealized
CBS Corp - Class B New 0.0%
Value ($000) $210 Shares 3,292 Est. Cost $63.79 Unrealized
MKC McCormick & Company 0.0%
Value ($000) $207 Shares 3,000 Est. Cost $27.02 Unrealized 0.0%
Glaxosmithkline Plc ADR 0.0%
Value ($000) $205 Shares 3,831 Est. Cost $49.86 Unrealized
YUM YUM! Brands, Inc. 0.0%
Value ($000) $204 Shares 2,700 Est. Cost $38.97 Unrealized +4.9%
Windstream Holdings, Inc. 0.0%
Value ($000) $184 Shares 23,100 Est. Cost $7.99 Unrealized
SunEdison, Inc.\Frmrly MEMC El 0.0%
Value ($000) $177 Shares 13,530 Est. Cost $8.20 Unrealized
Alcoa, Inc. 0.0%
Value ($000) $161 Shares 15,156 Est. Cost $7.81 Unrealized
Inventure Foods, Inc. 0.0%
Value ($000) $133 Shares 10,000 Est. Cost $8.40 Unrealized
INN Summit Hotel Properties 0.0%
Value ($000) $96 Shares 10,658 Est. Cost $9.01 Unrealized
Japan Equity Fund 0.0%
Value ($000) $90 Shares 12,867 Est. Cost $6.45 Unrealized
OTMN O.T. Mining Corporation 0.0%
Value ($000) $7 Shares 30,000 Est. Cost $0.19 Unrealized +22.3%
Veris Gold Corp 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
Advanced Viral Research Corp 0.0%
Value ($000) $0 Shares 65,484 Est. Cost Unrealized