BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 11, 2015

Total Value ($000): $2,193,340 (100.0% shares, 0.0% debt)

Holdings (355)

United Technologies 2.7%
Value ($000) $59,166 Shares 504,826 Est. Cost $93.29 Unrealized
DIS Walt Disney 2.3%
Value ($000) $50,611 Shares 482,514 Est. Cost $61.61 Unrealized +49.1%
MSFT Microsoft 2.3%
Value ($000) $49,958 Shares 1,228,816 Est. Cost $31.08 Unrealized +19.8%
NVS Novartis A G ADR 2.2%
Value ($000) $48,348 Shares 490,294 Est. Cost $72.81 Unrealized
AAPL Apple Inc 2.2%
Value ($000) $47,487 Shares 381,635 Est. Cost $18.58 Unrealized +44.5%
NSRGY Nestle SA Sponsored ADR 2.1%
Value ($000) $46,934 Shares 623,952 Est. Cost $66.74 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $42,979 Shares 427,225 Est. Cost $60.32 Unrealized +24.5%
XOM Exxon Mobil 1.9%
Value ($000) $41,913 Shares 493,093 Est. Cost $53.79 Unrealized +3.3%
JPM J P Morgan Chase 1.9%
Value ($000) $41,426 Shares 683,819 Est. Cost $37.32 Unrealized +18.6%
TMO Thermo Fisher Scientific 1.7%
Value ($000) $38,356 Shares 285,512 Est. Cost $109.07 Unrealized +14.4%
PG Procter & Gamble 1.7%
Value ($000) $37,020 Shares 451,797 Est. Cost $55.22 Unrealized +15.2%
Google Inc. Class A 1.6%
Value ($000) $35,425 Shares 63,863 Est. Cost $576.42 Unrealized
NKE Nike Inc Class B 1.6%
Value ($000) $34,333 Shares 342,205 Est. Cost $32.33 Unrealized +28.9%
MRSH Marsh & McLennan 1.5%
Value ($000) $32,847 Shares 585,614 Est. Cost $31.19 Unrealized +49.7%
General Electric 1.5%
Value ($000) $32,492 Shares 1,309,623 Est. Cost $23.96 Unrealized
Spectra Energy 1.5%
Value ($000) $32,439 Shares 896,847 Est. Cost $34.48 Unrealized
PEP Pepsico 1.4%
Value ($000) $31,586 Shares 330,328 Est. Cost $56.29 Unrealized +23.8%
WFC Wells Fargo 1.4%
Value ($000) $30,690 Shares 564,146 Est. Cost $28.99 Unrealized +37.5%
AXP American Express 1.4%
Value ($000) $30,236 Shares 387,050 Est. Cost $61.29 Unrealized +15.9%
DHR Danaher 1.2%
Value ($000) $26,961 Shares 317,567 Est. Cost $28.07 Unrealized +24.2%
MKC McCormick 1.2%
Value ($000) $26,663 Shares 345,779 Est. Cost $28.19 Unrealized +7.0%
UNP Union Pacific 1.2%
Value ($000) $25,722 Shares 237,481 Est. Cost $71.18 Unrealized +29.0%
O Realty Income Corp 1.1%
Value ($000) $24,877 Shares 482,110 Est. Cost $25.09 Unrealized +19.8%
Walgreens Boots Alliance Inc 1.1%
Value ($000) $23,749 Shares 280,453 Est. Cost $76.20 Unrealized
MRK Merck 1.1%
Value ($000) $23,075 Shares 401,448 Est. Cost $30.98 Unrealized +30.1%
SLB Schlumberger 1.0%
Value ($000) $22,517 Shares 269,864 Est. Cost $54.25 Unrealized +13.1%
KMI Kinder Morgan Inc 1.0%
Value ($000) $22,348 Shares 531,343 Est. Cost $22.36 Unrealized +6.8%
STZ Constellation Brands Inc Cl A 1.0%
Value ($000) $21,689 Shares 186,633 Est. Cost $48.27 Unrealized +99.6%
CNI Canadian National Railway 1.0%
Value ($000) $21,440 Shares 320,624 Est. Cost $41.97 Unrealized +33.0%
Nielsen Holdings NV 1.0%
Value ($000) $21,439 Shares 481,028 Est. Cost $40.31 Unrealized
MTB M&T Bank 1.0%
Value ($000) $20,912 Shares 164,662 Est. Cost $74.77 Unrealized +19.4%
BUD Anheuser-Busch InBev NV ADR 0.9%
Value ($000) $20,646 Shares 169,354 Est. Cost $90.72 Unrealized
HD Home Depot 0.9%
Value ($000) $20,385 Shares 179,432 Est. Cost $57.13 Unrealized +49.4%
Ansys 0.9%
Value ($000) $20,353 Shares 230,781 Est. Cost $75.56 Unrealized
ABT Abbott Labs 0.9%
Value ($000) $20,266 Shares 437,437 Est. Cost $28.87 Unrealized +29.6%
TJX TJX Corp 0.9%
Value ($000) $20,089 Shares 286,774 Est. Cost $23.40 Unrealized +25.1%
MCD McDonalds 0.9%
Value ($000) $20,031 Shares 205,568 Est. Cost $71.80 Unrealized +0.5%
VZ Verizon 0.9%
Value ($000) $19,943 Shares 410,094 Est. Cost $26.33 Unrealized +4.9%
LMT Lockheed Martin 0.9%
Value ($000) $19,819 Shares 97,649 Est. Cost $113.53 Unrealized +29.6%
KO Coca Cola 0.9%
Value ($000) $19,579 Shares 482,833 Est. Cost $27.86 Unrealized +6.3%
Magellan Midstream Partners LP 0.9%
Value ($000) $19,365 Shares 252,440 Est. Cost $54.50 Unrealized
BMY Bristol-Myers Squibb 0.8%
Value ($000) $18,490 Shares 286,664 Est. Cost $32.49 Unrealized +33.7%
MDT Medtronic PLC 0.8%
Value ($000) $18,423 Shares 236,219 Est. Cost $58.10 Unrealized 0.0%
AMZN Amazon.Com 0.8%
Value ($000) $17,783 Shares 47,790 Est. Cost $16.11 Unrealized +9.1%
Costco 0.8%
Value ($000) $17,463 Shares 115,271 Est. Cost $114.07 Unrealized
CHD Church & Dwight 0.8%
Value ($000) $16,843 Shares 197,182 Est. Cost $29.43 Unrealized +22.5%
Brookfield Asset Management In 0.8%
Value ($000) $16,594 Shares 309,534 Est. Cost $37.93 Unrealized
EOG EOG Resources 0.8%
Value ($000) $16,459 Shares 179,509 Est. Cost $72.88 Unrealized -9.2%
DE Deere 0.7%
Value ($000) $16,268 Shares 185,518 Est. Cost $68.03 Unrealized +7.3%
GILD Gilead Sciences 0.7%
Value ($000) $15,923 Shares 162,263 Est. Cost $51.94 Unrealized +35.8%
CVX Chevron Corp 0.7%
Value ($000) $15,715 Shares 149,693 Est. Cost $72.26 Unrealized -7.4%
ADP Automatic Data Processing 0.7%
Value ($000) $15,102 Shares 176,342 Est. Cost $45.38 Unrealized +49.6%
MMM 3M Company 0.7%
Value ($000) $15,071 Shares 91,370 Est. Cost $67.67 Unrealized +43.2%
APH Amphenol 0.7%
Value ($000) $14,893 Shares 252,732 Est. Cost $10.39 Unrealized +21.5%
CL Colgate-Palmolive 0.7%
Value ($000) $14,672 Shares 211,590 Est. Cost $46.97 Unrealized +14.3%
Google Inc Class C 0.7%
Value ($000) $14,656 Shares 26,744 Est. Cost $1114.51 Unrealized
PFE Pfizer 0.6%
Value ($000) $13,491 Shares 387,786 Est. Cost $16.64 Unrealized +20.8%
GLD SPDR Gold Shares 0.6%
Value ($000) $13,263 Shares 116,692 Est. Cost $119.45 Unrealized
IBM International Business Machine 0.6%
Value ($000) $13,250 Shares 82,557 Est. Cost $117.02 Unrealized -17.6%
MDLZ Mondelez International 0.6%
Value ($000) $13,210 Shares 366,026 Est. Cost $23.46 Unrealized +20.7%
CVS CVS Health Corp 0.6%
Value ($000) $13,152 Shares 127,433 Est. Cost $62.36 Unrealized +19.1%
Macquarie Infrastructure Co 0.6%
Value ($000) $12,957 Shares 157,460 Est. Cost $54.31 Unrealized
Du Pont 0.6%
Value ($000) $12,581 Shares 176,035 Est. Cost $53.36 Unrealized
EPD Enterprise Products LP 0.6%
Value ($000) $12,530 Shares 380,501 Est. Cost $50.89 Unrealized
Level 3 Communications 0.6%
Value ($000) $12,480 Shares 231,795 Est. Cost $44.20 Unrealized
PBA Pembina Pipeline Corporation 0.6%
Value ($000) $12,175 Shares 384,561 Est. Cost $16.65 Unrealized +8.8%
ZTS Zoetis Inc 0.5%
Value ($000) $11,978 Shares 258,752 Est. Cost $29.72 Unrealized +39.4%
Celgene Corp 0.5%
Value ($000) $11,857 Shares 102,853 Est. Cost $109.10 Unrealized
USB US Bancorp 0.5%
Value ($000) $11,852 Shares 271,394 Est. Cost $23.41 Unrealized +27.3%
LOW Lowes 0.5%
Value ($000) $11,167 Shares 150,110 Est. Cost $32.99 Unrealized +78.7%
ES Eversource Energy 0.5%
Value ($000) $10,929 Shares 216,333 Est. Cost $36.21 Unrealized 0.0%
ABBV Abbvie Inc 0.5%
Value ($000) $10,783 Shares 184,195 Est. Cost $27.92 Unrealized +39.1%
BRK/B Berkshire Hathaway Cl B 0.5%
Value ($000) $10,762 Shares 74,572 Est. Cost $118.23 Unrealized +24.5%
IMO Imperial Oil LTD 0.5%
Value ($000) $10,734 Shares 269,151 Est. Cost $33.69 Unrealized -9.4%
OXY Occidental Petroleum 0.5%
Value ($000) $10,530 Shares 144,244 Est. Cost $57.88 Unrealized -3.6%
WMT Wal-Mart 0.5%
Value ($000) $10,114 Shares 122,965 Est. Cost $20.03 Unrealized +15.0%
NI Nisource 0.4%
Value ($000) $9,494 Shares 215,000 Est. Cost $7.81 Unrealized +53.9%
CAT Caterpillar 0.4%
Value ($000) $9,215 Shares 115,139 Est. Cost $61.82 Unrealized +2.1%
Kraft Foods Group 0.4%
Value ($000) $8,980 Shares 103,082 Est. Cost $55.87 Unrealized
EWBC East West Bancorp 0.4%
Value ($000) $8,603 Shares 212,630 Est. Cost $19.97 Unrealized +52.9%
Spirit Realty Capital Inc. 0.4%
Value ($000) $8,068 Shares 667,895 Est. Cost $10.81 Unrealized
WPC WP Carey Inc 0.4%
Value ($000) $8,046 Shares 118,326 Est. Cost $64.75 Unrealized
Kansas City Southern Inds 0.3%
Value ($000) $7,622 Shares 74,664 Est. Cost $103.31 Unrealized
STT State Street 0.3%
Value ($000) $7,345 Shares 99,892 Est. Cost $45.83 Unrealized +20.4%
PAA Plains All American Pipeline L 0.3%
Value ($000) $7,337 Shares 150,450 Est. Cost $54.57 Unrealized
Plains GP Holdings LP 0.3%
Value ($000) $6,516 Shares 229,672 Est. Cost $26.60 Unrealized
KMB Kimberly-Clark 0.3%
Value ($000) $6,399 Shares 59,744 Est. Cost $63.66 Unrealized +19.9%
GWW Grainger W W 0.3%
Value ($000) $6,394 Shares 27,116 Est. Cost $212.91 Unrealized -6.1%
MA Mastercard Inc Cl A 0.3%
Value ($000) $6,338 Shares 73,366 Est. Cost $75.36 Unrealized +7.8%
ECL Ecolab 0.3%
Value ($000) $6,294 Shares 55,024 Est. Cost $84.21 Unrealized +15.4%
SBUX Starbucks 0.3%
Value ($000) $6,271 Shares 66,219 Est. Cost $29.69 Unrealized +21.7%
Hess Corporation 0.3%
Value ($000) $6,133 Shares 90,365 Est. Cost $66.49 Unrealized
Whole Foods Market 0.3%
Value ($000) $5,916 Shares 113,585 Est. Cost $41.04 Unrealized
INTC Intel 0.3%
Value ($000) $5,818 Shares 186,044 Est. Cost $17.47 Unrealized +48.8%
CTSH Cognizant Technology Solutions 0.3%
Value ($000) $5,800 Shares 92,961 Est. Cost $43.16 Unrealized +21.1%
FMC FMC Corp 0.3%
Value ($000) $5,491 Shares 95,905 Est. Cost $42.97 Unrealized -4.9%
Plum Creek Timber Co 0.3%
Value ($000) $5,486 Shares 126,261 Est. Cost $46.36 Unrealized
Stericycle 0.2%
Value ($000) $5,420 Shares 38,599 Est. Cost $110.43 Unrealized
Genesee & Wyoming CL A Class A 0.2%
Value ($000) $5,312 Shares 55,077 Est. Cost $85.77 Unrealized
EMR Emerson Electric 0.2%
Value ($000) $5,199 Shares 91,818 Est. Cost $40.30 Unrealized +7.7%
Chubb 0.2%
Value ($000) $5,122 Shares 50,666 Est. Cost $85.08 Unrealized
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,025 Shares 33,217 Est. Cost $70.22 Unrealized +50.7%
D Dominion Resources 0.2%
Value ($000) $4,889 Shares 68,990 Est. Cost $34.53 Unrealized +34.9%
Energy Transfer Partners LP 0.2%
Value ($000) $4,756 Shares 85,310 Est. Cost $56.06 Unrealized
HSIC Henry Schein 0.2%
Value ($000) $4,612 Shares 33,033 Est. Cost $36.66 Unrealized +49.7%
HCP Inc 0.2%
Value ($000) $4,592 Shares 106,280 Est. Cost $43.27 Unrealized
NEE NextEra Energy 0.2%
Value ($000) $4,506 Shares 43,302 Est. Cost $14.30 Unrealized +38.9%
GIS General Mills 0.2%
Value ($000) $4,284 Shares 75,694 Est. Cost $31.98 Unrealized +14.6%
AZO AutoZone Inc 0.2%
Value ($000) $4,187 Shares 6,138 Est. Cost $470.61 Unrealized +33.5%
Monsanto 0.2%
Value ($000) $4,140 Shares 36,789 Est. Cost $98.80 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $4,074 Shares 71,250 Est. Cost $37.85 Unrealized +10.3%
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $3,812 Shares 47,367 Est. Cost $67.15 Unrealized
Praxair 0.2%
Value ($000) $3,793 Shares 31,418 Est. Cost $116.67 Unrealized
HON Honeywell International 0.2%
Value ($000) $3,763 Shares 36,074 Est. Cost $55.78 Unrealized +30.9%
SYK Stryker 0.2%
Value ($000) $3,724 Shares 40,371 Est. Cost $56.92 Unrealized +44.0%
Precision Cast Parts 0.2%
Value ($000) $3,723 Shares 17,729 Est. Cost $226.66 Unrealized
ADI Analog Devices 0.2%
Value ($000) $3,654 Shares 58,002 Est. Cost $34.29 Unrealized +32.5%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $3,614 Shares 29,062 Est. Cost $102.16 Unrealized
Royal Dutch Shell A ADRF ADR 0.2%
Value ($000) $3,579 Shares 60,005 Est. Cost $79.34 Unrealized
COP Conoco Phillips 0.2%
Value ($000) $3,453 Shares 55,468 Est. Cost $42.40 Unrealized +7.5%
ORCL Oracle 0.2%
Value ($000) $3,422 Shares 79,303 Est. Cost $31.45 Unrealized +17.1%
QCOM Qualcomm 0.2%
Value ($000) $3,322 Shares 47,914 Est. Cost $47.88 Unrealized +7.9%
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $3,304 Shares 34,651 Est. Cost $59.49 Unrealized +21.9%
SPG Simon Property Group 0.1%
Value ($000) $3,125 Shares 15,971 Est. Cost $88.66 Unrealized +27.6%
Discovery Communications Cl A 0.1%
Value ($000) $3,101 Shares 100,803 Est. Cost $77.57 Unrealized
UTL Unitil Corp 0.1%
Value ($000) $3,078 Shares 88,534 Est. Cost $29.13 Unrealized +21.1%
Anadarko 0.1%
Value ($000) $3,058 Shares 36,925 Est. Cost $89.26 Unrealized
TRV The Travelers Companies Inc 0.1%
Value ($000) $3,039 Shares 28,107 Est. Cost $63.56 Unrealized +32.1%
Jarden Corp 0.1%
Value ($000) $2,892 Shares 54,665 Est. Cost $52.19 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $2,854 Shares 26,611 Est. Cost $95.75 Unrealized
LLY Eli Lilly 0.1%
Value ($000) $2,845 Shares 39,154 Est. Cost $44.53 Unrealized +31.7%
CME CME Group Inc 0.1%
Value ($000) $2,793 Shares 29,491 Est. Cost $39.16 Unrealized +55.4%
SPY SPDR S&P 500 ETF Index 0.1%
Value ($000) $2,632 Shares 12,752 Est. Cost $165.56 Unrealized
CIGNA 0.1%
Value ($000) $2,559 Shares 19,768 Est. Cost $73.19 Unrealized
T AT & T 0.1%
Value ($000) $2,524 Shares 77,300 Est. Cost $11.55 Unrealized +2.1%
Potash Corp of Saskatchewan 0.1%
Value ($000) $2,390 Shares 74,122 Est. Cost $31.70 Unrealized
FEI Company 0.1%
Value ($000) $2,318 Shares 30,363 Est. Cost $80.30 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $2,269 Shares 22,048 Est. Cost $57.76 Unrealized +45.8%
RPM RPM International Inc 0.1%
Value ($000) $2,261 Shares 47,112 Est. Cost $36.96 Unrealized +30.8%
BAX Baxter International 0.1%
Value ($000) $2,252 Shares 32,869 Est. Cost $31.29 Unrealized +1.2%
Express Scripts Holding Compan 0.1%
Value ($000) $2,224 Shares 25,630 Est. Cost $69.37 Unrealized
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,175 Shares 1,000 Est. Cost $1686.36 Unrealized
EBAY Ebay 0.1%
Value ($000) $2,161 Shares 37,470 Est. Cost $20.18 Unrealized +5.2%
BAC Bank of America 0.1%
Value ($000) $2,144 Shares 139,286 Est. Cost $11.81 Unrealized +8.0%
HSBC HSBC Holding Plc 0.1%
Value ($000) $2,141 Shares 50,260 Est. Cost $53.66 Unrealized
CMCSA Comcast Cl A 0.1%
Value ($000) $2,083 Shares 36,886 Est. Cost $18.04 Unrealized +24.1%
BDX Becton Dickinson 0.1%
Value ($000) $1,991 Shares 13,863 Est. Cost $82.31 Unrealized +44.0%
BNS Bank of Nova Scotia 0.1%
Value ($000) $1,983 Shares 39,470 Est. Cost $31.28 Unrealized -5.1%
Time Warner Cable 0.1%
Value ($000) $1,972 Shares 13,154 Est. Cost $112.47 Unrealized
DXJ WisdomTree Japan Hedged EQ 0.1%
Value ($000) $1,922 Shares 34,872 Est. Cost $53.50 Unrealized
Aetna 0.1%
Value ($000) $1,893 Shares 17,766 Est. Cost $63.52 Unrealized
CSCO Cisco Systems 0.1%
Value ($000) $1,839 Shares 66,805 Est. Cost $15.91 Unrealized +26.3%
DAL Delta Airlines 0.1%
Value ($000) $1,828 Shares 40,664 Est. Cost $31.49 Unrealized +29.1%
ROST Ross Stores 0.1%
Value ($000) $1,828 Shares 17,350 Est. Cost $31.23 Unrealized +42.4%
DUK Duke Energy 0.1%
Value ($000) $1,772 Shares 23,085 Est. Cost $42.07 Unrealized +23.1%
PM Philip Morris International 0.1%
Value ($000) $1,677 Shares 22,256 Est. Cost $48.21 Unrealized -2.4%
Discovery Communications Ser C 0.1%
Value ($000) $1,675 Shares 56,841 Est. Cost $37.28 Unrealized
DGS WisdomTree EM Small Cap 0.1%
Value ($000) $1,656 Shares 37,442 Est. Cost $46.01 Unrealized
SSNC SS & C Technologies 0.1%
Value ($000) $1,628 Shares 26,125 Est. Cost $20.94 Unrealized +41.9%
ACN Accenture Plc Class A F 0.1%
Value ($000) $1,611 Shares 17,190 Est. Cost $63.88 Unrealized +16.8%
Apache 0.1%
Value ($000) $1,606 Shares 26,612 Est. Cost $83.94 Unrealized
PCH Potlatch Corporation 0.1%
Value ($000) $1,600 Shares 39,966 Est. Cost $40.44 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,522 Shares 7 Est. Cost $165023.42 Unrealized +33.9%
DHI D R Horton Inc 0.1%
Value ($000) $1,519 Shares 53,325 Est. Cost $19.72 Unrealized +17.2%
HII Huntington Ingalls Industries 0.1%
Value ($000) $1,514 Shares 10,805 Est. Cost $79.11 Unrealized +32.8%
DEO Diageo Plc ADR 0.1%
Value ($000) $1,511 Shares 13,664 Est. Cost $118.15 Unrealized
Dr Pepper Snapple Group Inc 0.1%
Value ($000) $1,495 Shares 19,046 Est. Cost $50.96 Unrealized
Cooper Companies 0.1%
Value ($000) $1,488 Shares 7,940 Est. Cost $151.15 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $1,468 Shares 29,355 Est. Cost $16.67 Unrealized +57.1%
Hewlett-Packard 0.1%
Value ($000) $1,436 Shares 46,100 Est. Cost $33.81 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,399 Shares 12,792 Est. Cost $92.87 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $1,397 Shares 4,911 Est. Cost $56.57 Unrealized +48.8%
V Visa Incorporated 0.1%
Value ($000) $1,375 Shares 21,017 Est. Cost $57.92 Unrealized +5.8%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $1,375 Shares 25,756 Est. Cost $55.96 Unrealized
VDE Vanguard Energy ETF 0.1%
Value ($000) $1,330 Shares 12,171 Est. Cost $111.62 Unrealized
Luxottica Group ADR 0.1%
Value ($000) $1,329 Shares 21,180 Est. Cost $53.54 Unrealized
UPS United Parcel Service Class B 0.1%
Value ($000) $1,315 Shares 13,564 Est. Cost $66.15 Unrealized +4.9%
HP Helmerich & Payne 0.1%
Value ($000) $1,314 Shares 19,300 Est. Cost $64.56 Unrealized +1.4%
FISV Fiserv 0.1%
Value ($000) $1,302 Shares 16,400 Est. Cost $24.35 Unrealized +56.6%
ADBE Adobe Systems 0.1%
Value ($000) $1,276 Shares 17,255 Est. Cost $62.70 Unrealized +19.0%
COF Capital One 0.1%
Value ($000) $1,253 Shares 15,899 Est. Cost $55.47 Unrealized +16.3%
TGT Target 0.1%
Value ($000) $1,244 Shares 15,160 Est. Cost $48.31 Unrealized +15.9%
FAST Fastenal 0.1%
Value ($000) $1,239 Shares 29,900 Est. Cost $8.54 Unrealized -5.2%
VGK Vanguard European Stock ETF 0.1%
Value ($000) $1,209 Shares 22,296 Est. Cost $54.44 Unrealized
Alerian MLP 0.1%
Value ($000) $1,203 Shares 72,625 Est. Cost $17.87 Unrealized
EWH iShares MSCI Hong Kong Index 0.1%
Value ($000) $1,176 Shares 53,621 Est. Cost $18.33 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $1,160 Shares 28,815 Est. Cost $21.28 Unrealized +39.8%
Halyard Health Inc 0.1%
Value ($000) $1,101 Shares 22,377 Est. Cost $47.12 Unrealized
WBS Webster Financial 0.1%
Value ($000) $1,099 Shares 29,667 Est. Cost $23.57 Unrealized +42.5%
CCOI Cogent Communications Group 0.0%
Value ($000) $1,095 Shares 30,992 Est. Cost $15.82 Unrealized +35.3%
BA Boeing 0.0%
Value ($000) $1,094 Shares 7,291 Est. Cost $88.62 Unrealized +44.2%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $1,088 Shares 12,907 Est. Cost $69.17 Unrealized
AMGN Amgen 0.0%
Value ($000) $1,079 Shares 6,749 Est. Cost $81.71 Unrealized +40.8%
VBK Vanguard Small Cap Growth 0.0%
Value ($000) $1,077 Shares 8,173 Est. Cost $113.20 Unrealized
JBHT Hunt JB Transport Services 0.0%
Value ($000) $1,040 Shares 12,175 Est. Cost $65.56 Unrealized +15.1%
AJG Arthur J Gallagher 0.0%
Value ($000) $1,032 Shares 22,069 Est. Cost $34.57 Unrealized +10.4%
HWC Hancock Holding 0.0%
Value ($000) $1,028 Shares 34,415 Est. Cost $28.63 Unrealized -0.0%
META Facebook Inc 0.0%
Value ($000) $1,024 Shares 12,457 Est. Cost $71.00 Unrealized +9.6%
IRM Iron Mountain 0.0%
Value ($000) $1,017 Shares 27,888 Est. Cost $20.80 Unrealized 0.0%
Cimarex Energy Co 0.0%
Value ($000) $982 Shares 8,529 Est. Cost $110.80 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $969 Shares 9,976 Est. Cost $50.46 Unrealized +47.7%
RJF Raymond James Financial Inc 0.0%
Value ($000) $968 Shares 17,044 Est. Cost $28.16 Unrealized +12.9%
VWO Vanguard Emerging Markets Stoc 0.0%
Value ($000) $937 Shares 22,929 Est. Cost $40.26 Unrealized
Vantiv, Inc 0.0%
Value ($000) $932 Shares 24,730 Est. Cost $37.69 Unrealized
ZBH Zimmer Holdings 0.0%
Value ($000) $928 Shares 7,893 Est. Cost $82.94 Unrealized +25.9%
BIDU Baidu Inc 0.0%
Value ($000) $920 Shares 4,413 Est. Cost $171.03 Unrealized
VFC V F Corp 0.0%
Value ($000) $904 Shares 11,998 Est. Cost $56.99 Unrealized +21.5%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $877 Shares 8,215 Est. Cost $100.17 Unrealized 0.0%
YUM Yum Brands Inc 0.0%
Value ($000) $860 Shares 10,928 Est. Cost $39.21 Unrealized +13.6%
Peoples United Financial Inc 0.0%
Value ($000) $856 Shares 56,298 Est. Cost $15.02 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.0%
Value ($000) $852 Shares 21,384 Est. Cost $40.47 Unrealized
UNH United Health Group 0.0%
Value ($000) $845 Shares 7,142 Est. Cost $57.67 Unrealized +61.6%
SYY Sysco 0.0%
Value ($000) $843 Shares 22,347 Est. Cost $24.61 Unrealized +20.0%
WMB Williams Cos 0.0%
Value ($000) $837 Shares 16,545 Est. Cost $30.14 Unrealized -17.2%
OLED Universal Display Corporation 0.0%
Value ($000) $836 Shares 17,885 Est. Cost $33.59 Unrealized 0.0%
PAYX Paychex 0.0%
Value ($000) $828 Shares 16,692 Est. Cost $25.15 Unrealized +38.9%
PPG PPG Industries 0.0%
Value ($000) $817 Shares 3,622 Est. Cost $60.04 Unrealized +57.2%
RBC Bearings Inc. 0.0%
Value ($000) $804 Shares 10,500 Est. Cost $56.97 Unrealized
WDAY Workday Inc Class A 0.0%
Value ($000) $796 Shares 9,425 Est. Cost $80.98 Unrealized +4.4%
CDK Global Inc 0.0%
Value ($000) $767 Shares 16,395 Est. Cost $40.76 Unrealized
AEM Agnico Eagle Mines Limited 0.0%
Value ($000) $758 Shares 27,140 Est. Cost $24.59 Unrealized +3.2%
AFL AFLAC 0.0%
Value ($000) $756 Shares 11,814 Est. Cost $22.23 Unrealized +6.2%
CATY Cathay Bancorp 0.0%
Value ($000) $753 Shares 26,465 Est. Cost $14.04 Unrealized +32.2%
Coach Incorporated 0.0%
Value ($000) $746 Shares 18,000 Est. Cost $35.61 Unrealized
TFX Teleflex 0.0%
Value ($000) $744 Shares 6,160 Est. Cost $99.45 Unrealized +8.4%
BHP Billiton plc 0.0%
Value ($000) $736 Shares 16,627 Est. Cost $51.51 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $736 Shares 14,581 Est. Cost $9.58 Unrealized +22.4%
GD General Dynamics 0.0%
Value ($000) $732 Shares 5,390 Est. Cost $83.40 Unrealized +29.9%
Cytec Inds 0.0%
Value ($000) $730 Shares 13,500 Est. Cost $47.13 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $729 Shares 1,443 Est. Cost $55.09 Unrealized +2.8%
MET Metlife Inc 0.0%
Value ($000) $723 Shares 14,296 Est. Cost $24.87 Unrealized +25.5%
Dow Chemical 0.0%
Value ($000) $705 Shares 14,689 Est. Cost $32.59 Unrealized
Kellogg 0.0%
Value ($000) $691 Shares 10,476 Est. Cost $38.95 Unrealized +7.1%
IP International Paper 0.0%
Value ($000) $673 Shares 12,132 Est. Cost $26.16 Unrealized +25.2%
Pall 0.0%
Value ($000) $657 Shares 6,540 Est. Cost $66.42 Unrealized
VTR Ventas Inc REIT 0.0%
Value ($000) $644 Shares 8,814 Est. Cost $46.65 Unrealized +14.5%
Gannett 0.0%
Value ($000) $624 Shares 16,820 Est. Cost $24.46 Unrealized
Donnelley RR 0.0%
Value ($000) $614 Shares 32,000 Est. Cost $16.54 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $603 Shares 8,725 Est. Cost $43.57 Unrealized +11.9%
LECO Lincoln Electric 0.0%
Value ($000) $598 Shares 9,150 Est. Cost $61.22 Unrealized +10.7%
BIIB Biogen Inc 0.0%
Value ($000) $597 Shares 1,413 Est. Cost $394.14 Unrealized 0.0%
CHRW CH Robinson 0.0%
Value ($000) $596 Shares 8,135 Est. Cost $44.53 Unrealized +26.8%
PWR Quanta Services 0.0%
Value ($000) $596 Shares 20,875 Est. Cost $29.94 Unrealized -8.1%
SAP S A P SE ADR 0.0%
Value ($000) $585 Shares 8,109 Est. Cost $76.07 Unrealized
Kayne Anderson MLP Investment 0.0%
Value ($000) $573 Shares 16,150 Est. Cost $38.33 Unrealized
TE Connectivity Limited 0.0%
Value ($000) $566 Shares 7,900 Est. Cost $71.65 Unrealized
HSY Hershey Foods 0.0%
Value ($000) $558 Shares 5,527 Est. Cost $69.90 Unrealized +15.1%
HCSG Healthcare Services 0.0%
Value ($000) $554 Shares 17,233 Est. Cost $23.05 Unrealized +40.1%
Core Laboratories NV 0.0%
Value ($000) $553 Shares 5,295 Est. Cost $104.44 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $547 Shares 7,100 Est. Cost $51.91 Unrealized +51.0%
LNC Lincoln National 0.0%
Value ($000) $546 Shares 9,500 Est. Cost $35.63 Unrealized +5.7%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $545 Shares 4,703 Est. Cost $96.12 Unrealized
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $536 Shares 4,098 Est. Cost $64.79 Unrealized +61.5%
China Life Insurance Company A 0.0%
Value ($000) $529 Shares 8,002 Est. Cost $41.74 Unrealized
AMT Amer Tower Cl A 0.0%
Value ($000) $525 Shares 5,575 Est. Cost $60.48 Unrealized +23.4%
AWK American Water Works Company I 0.0%
Value ($000) $519 Shares 9,580 Est. Cost $31.83 Unrealized +38.0%
TechTarget, Inc 0.0%
Value ($000) $514 Shares 44,550 Est. Cost $11.54 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $511 Shares 9,691 Est. Cost $48.17 Unrealized 0.0%
INTU Intuit 0.0%
Value ($000) $507 Shares 5,225 Est. Cost $54.57 Unrealized +56.0%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $495 Shares 4,999 Est. Cost $78.86 Unrealized
EFA MSCI EAFE IShares Index Fund 0.0%
Value ($000) $487 Shares 7,587 Est. Cost $62.56 Unrealized
OmniCell Inc 0.0%
Value ($000) $481 Shares 13,710 Est. Cost $33.10 Unrealized
VGT Vanguard Information Techology 0.0%
Value ($000) $480 Shares 4,509 Est. Cost $106.45 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $474 Shares 9,403 Est. Cost $42.95 Unrealized
Noble Energy 0.0%
Value ($000) $474 Shares 9,695 Est. Cost $62.05 Unrealized
CGNX Cognex 0.0%
Value ($000) $471 Shares 9,500 Est. Cost $19.54 Unrealized 0.0%
CHKP Check Point Software 0.0%
Value ($000) $471 Shares 5,750 Est. Cost $48.11 Unrealized +67.9%
TCBI Texas Capital Bancshares Inc 0.0%
Value ($000) $462 Shares 9,500 Est. Cost $47.15 Unrealized 0.0%
iShares MSCI Singapore Index 0.0%
Value ($000) $462 Shares 36,081 Est. Cost $12.79 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $458 Shares 5,380 Est. Cost $11.20 Unrealized +27.2%
Continental Resources Inc 0.0%
Value ($000) $447 Shares 10,234 Est. Cost $89.60 Unrealized
Comcast Cl A Spl 0.0%
Value ($000) $447 Shares 7,975 Est. Cost $56.05 Unrealized
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $446 Shares 4,329 Est. Cost $98.92 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $446 Shares 7,045 Est. Cost $53.68 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $444 Shares 6,371 Est. Cost $40.35 Unrealized +26.7%
OMC Omnicom 0.0%
Value ($000) $443 Shares 5,680 Est. Cost $43.40 Unrealized +22.2%
SLGN Silgan Holdings Inc 0.0%
Value ($000) $443 Shares 7,625 Est. Cost $23.91 Unrealized +16.2%
California Resources Corporati 0.0%
Value ($000) $429 Shares 56,404 Est. Cost $5.51 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $420 Shares 2,612 Est. Cost $105.55 Unrealized +26.8%
Dunkin Brands 0.0%
Value ($000) $416 Shares 8,737 Est. Cost $44.12 Unrealized
CTRA Cabot Oil & Gas Corp Cl A 0.0%
Value ($000) $404 Shares 13,690 Est. Cost $25.81 Unrealized -20.4%
Amerigas Partners LP 0.0%
Value ($000) $401 Shares 8,400 Est. Cost $49.39 Unrealized
SO Southern Co 0.0%
Value ($000) $400 Shares 9,025 Est. Cost $26.66 Unrealized +12.3%
ED Consolidated Edison 0.0%
Value ($000) $386 Shares 6,329 Est. Cost $38.79 Unrealized +12.7%
Unilever NV ORD 0.0%
Value ($000) $385 Shares 9,212 Est. Cost $40.10 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $382 Shares 9,106 Est. Cost $26.49 Unrealized +7.6%
AIG American International Group 0.0%
Value ($000) $377 Shares 6,878 Est. Cost $33.15 Unrealized +24.3%
KFS Kingsway Financial Services In 0.0%
Value ($000) $374 Shares 65,038 Est. Cost $4.50 Unrealized +27.1%
EQT EQT Corp 0.0%
Value ($000) $372 Shares 4,490 Est. Cost $37.67 Unrealized +3.3%
Ashland Inc 0.0%
Value ($000) $369 Shares 2,896 Est. Cost $83.56 Unrealized
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $369 Shares 4,733 Est. Cost $72.97 Unrealized
SJM Smucker 0.0%
Value ($000) $367 Shares 3,170 Est. Cost $70.84 Unrealized +12.1%
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $348 Shares 8,677 Est. Cost $39.83 Unrealized
Royal Dutch Shell B ADRF Spons 0.0%
Value ($000) $348 Shares 5,545 Est. Cost $62.76 Unrealized
TEVA Teva Pharma ADR 0.0%
Value ($000) $337 Shares 5,403 Est. Cost $52.96 Unrealized
BXP Boston Properties 0.0%
Value ($000) $329 Shares 2,345 Est. Cost $68.35 Unrealized +32.6%
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $327 Shares 1,887 Est. Cost $161.28 Unrealized
Xerox 0.0%
Value ($000) $323 Shares 25,100 Est. Cost $10.04 Unrealized
DIRECTV Class A 0.0%
Value ($000) $320 Shares 3,762 Est. Cost $65.96 Unrealized
HAIN Hain Celestial Group 0.0%
Value ($000) $310 Shares 4,842 Est. Cost $50.05 Unrealized +18.3%
IHE iShares Dow Jones US Pharma In 0.0%
Value ($000) $310 Shares 1,800 Est. Cost $106.54 Unrealized
Qihoo 360 Technology Co Ltd AD 0.0%
Value ($000) $307 Shares 6,000 Est. Cost $51.17 Unrealized
GS Goldman Sachs 0.0%
Value ($000) $303 Shares 1,610 Est. Cost $124.31 Unrealized +20.5%
Enbridge Energy Partners LP 0.0%
Value ($000) $302 Shares 8,386 Est. Cost $30.48 Unrealized
EES Wisdomtree Smallcap Earnings 0.0%
Value ($000) $300 Shares 3,550 Est. Cost $73.91 Unrealized
Buckeye Partners, LP 0.0%
Value ($000) $298 Shares 3,950 Est. Cost $70.48 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $292 Shares 3,803 Est. Cost $46.22 Unrealized +24.6%
Ingersoll-Rand PLC 0.0%
Value ($000) $291 Shares 4,280 Est. Cost $55.75 Unrealized
Varian Medical 0.0%
Value ($000) $287 Shares 3,050 Est. Cost $67.44 Unrealized
Patterson Companies Inc 0.0%
Value ($000) $282 Shares 5,770 Est. Cost $48.87 Unrealized
GTT Communications Inc 0.0%
Value ($000) $274 Shares 14,500 Est. Cost $11.81 Unrealized
PSX Phillips 66 0.0%
Value ($000) $273 Shares 3,479 Est. Cost $40.74 Unrealized +20.9%
National Instruments 0.0%
Value ($000) $270 Shares 8,412 Est. Cost $27.95 Unrealized
Juno Therapeutics, Inc 0.0%
Value ($000) $270 Shares 4,445 Est. Cost $60.74 Unrealized
HIG Hartford Financial 0.0%
Value ($000) $269 Shares 6,438 Est. Cost $27.61 Unrealized +17.8%
Chicago Bridge & Iron Co 0.0%
Value ($000) $266 Shares 5,400 Est. Cost $57.82 Unrealized
iShares MSCI Germany 0.0%
Value ($000) $257 Shares 9,000 Est. Cost $28.56 Unrealized
XLK Select Sector S&P Technology I 0.0%
Value ($000) $251 Shares 6,050 Est. Cost $39.83 Unrealized
VO Vanguard Mid Cap ETF 0.0%
Value ($000) $250 Shares 1,883 Est. Cost $132.77 Unrealized
XLV Select Sector S&P Health Care 0.0%
Value ($000) $249 Shares 3,439 Est. Cost $63.82 Unrealized
EQR Equity Residential 0.0%
Value ($000) $249 Shares 3,200 Est. Cost $39.89 Unrealized +13.6%
F Ford Motor 0.0%
Value ($000) $247 Shares 15,309 Est. Cost $9.23 Unrealized -4.4%
RCI Rogers Communication 0.0%
Value ($000) $241 Shares 7,205 Est. Cost $45.67 Unrealized -21.1%
MCHP Microchip Technology 0.0%
Value ($000) $240 Shares 4,900 Est. Cost $18.87 Unrealized +2.5%
MORN MorningStar Inc 0.0%
Value ($000) $237 Shares 3,160 Est. Cost $68.45 Unrealized +3.6%
AES Tr III CV 6.75% C7/21/08@5 0.0%
Value ($000) $230 Shares 4,500 Est. Cost $51.83 Unrealized
CSX CSX 0.0%
Value ($000) $230 Shares 6,950 Est. Cost $8.10 Unrealized +19.8%
GlaxoSmithKline PLC 0.0%
Value ($000) $229 Shares 4,953 Est. Cost $49.98 Unrealized
Raytheon 0.0%
Value ($000) $228 Shares 2,087 Est. Cost $108.07 Unrealized
Kona Grill Inc 0.0%
Value ($000) $227 Shares 8,000 Est. Cost $28.38 Unrealized
SSYS Stratasys Ltd 0.0%
Value ($000) $227 Shares 4,303 Est. Cost $66.25 Unrealized 0.0%
XEL XCEL Energy 0.0%
Value ($000) $225 Shares 6,450 Est. Cost $23.56 Unrealized +7.5%
BlackRock Inc 0.0%
Value ($000) $224 Shares 612 Est. Cost $357.53 Unrealized
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $223 Shares 9,233 Est. Cost $23.15 Unrealized
Unilever ADR 0.0%
Value ($000) $214 Shares 5,130 Est. Cost $40.45 Unrealized
AKAM Akamai Technology 0.0%
Value ($000) $213 Shares 3,000 Est. Cost $66.10 Unrealized 0.0%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $210 Shares 4,310 Est. Cost $48.49 Unrealized
MAR Marriott International 0.0%
Value ($000) $209 Shares 2,606 Est. Cost $71.62 Unrealized 0.0%
Dresser Rand Group Inc 0.0%
Value ($000) $208 Shares 2,585 Est. Cost $82.31 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $208 Shares 1,460 Est. Cost $22.43 Unrealized 0.0%
McGraw-Hill Financial 0.0%
Value ($000) $207 Shares 2,000 Est. Cost $103.50 Unrealized
Health Care REIT Inc. 0.0%
Value ($000) $207 Shares 2,670 Est. Cost $75.66 Unrealized
BEN Franklin Resources 0.0%
Value ($000) $207 Shares 4,038 Est. Cost $33.59 Unrealized -3.9%
XLY Select Sector S&P Consumer Ind 0.0%
Value ($000) $205 Shares 2,725 Est. Cost $75.23 Unrealized
GLW Corning 0.0%
Value ($000) $205 Shares 9,027 Est. Cost $15.20 Unrealized +17.3%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $202 Shares 2,500 Est. Cost $53.72 Unrealized +1.6%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $201 Shares 1,965 Est. Cost $27.50 Unrealized +25.0%
Royce Value Trust Fund 0.0%
Value ($000) $173 Shares 12,048 Est. Cost $15.19 Unrealized
FLY Leasing Limited 0.0%
Value ($000) $171 Shares 11,775 Est. Cost $16.82 Unrealized
ELEMENTS Rogers Intl Commodity 0.0%
Value ($000) $163 Shares 28,000 Est. Cost $7.43 Unrealized
FSP Franklin Street Properties Cor 0.0%
Value ($000) $153 Shares 11,914 Est. Cost $13.20 Unrealized
VLY Valley National Bancorp 0.0%
Value ($000) $141 Shares 14,963 Est. Cost $9.34 Unrealized +1.3%
CCJ Cameco Corporation 0.0%
Value ($000) $140 Shares 10,020 Est. Cost $13.35 Unrealized 0.0%
Salisbury Bancorp 0.0%
Value ($000) $63 Shares 2,100 Est. Cost $26.19 Unrealized
ABEV Ambev SA-ADR 0.0%
Value ($000) $58 Shares 10,050 Est. Cost $7.06 Unrealized