BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 10, 2015

Total Value ($000): $2,192,816 (100.0% shares, 0.0% debt)

Holdings (350)

United Technologies 2.7%
Value ($000) $60,097 Shares 541,757 Est. Cost $94.49 Unrealized
DIS Walt Disney 2.5%
Value ($000) $55,537 Shares 486,567 Est. Cost $61.61 Unrealized +62.3%
MSFT Microsoft 2.5%
Value ($000) $54,689 Shares 1,238,703 Est. Cost $31.08 Unrealized +26.4%
AAPL Apple Inc 2.3%
Value ($000) $49,534 Shares 394,930 Est. Cost $18.92 Unrealized +50.9%
NVS Novartis A G ADR 2.2%
Value ($000) $48,654 Shares 494,755 Est. Cost $72.81 Unrealized
JPM J P Morgan Chase 2.2%
Value ($000) $48,435 Shares 714,807 Est. Cost $37.83 Unrealized +29.9%
NSRGY Nestle SA Sponsored ADR 2.1%
Value ($000) $45,003 Shares 623,658 Est. Cost $66.74 Unrealized
XOM Exxon Mobil 2.0%
Value ($000) $42,776 Shares 514,124 Est. Cost $53.81 Unrealized +0.9%
JNJ Johnson & Johnson 1.9%
Value ($000) $42,074 Shares 431,707 Est. Cost $60.46 Unrealized +23.2%
TMO Thermo Fisher Scientific 1.7%
Value ($000) $37,679 Shares 290,374 Est. Cost $109.36 Unrealized +15.5%
NKE Nike Inc Class B 1.7%
Value ($000) $36,910 Shares 341,696 Est. Cost $32.33 Unrealized +38.5%
Google Inc. Class A 1.7%
Value ($000) $36,266 Shares 67,154 Est. Cost $574.64 Unrealized
General Electric 1.6%
Value ($000) $36,113 Shares 1,359,149 Est. Cost $24.05 Unrealized
PG Procter & Gamble 1.6%
Value ($000) $34,948 Shares 446,672 Est. Cost $55.22 Unrealized +8.6%
MRSH Marsh & McLennan 1.5%
Value ($000) $32,499 Shares 573,178 Est. Cost $31.19 Unrealized +54.2%
WFC Wells Fargo 1.5%
Value ($000) $32,308 Shares 574,466 Est. Cost $29.21 Unrealized +41.7%
DHR Danaher 1.5%
Value ($000) $32,258 Shares 376,887 Est. Cost $29.14 Unrealized +19.7%
PEP Pepsico 1.4%
Value ($000) $30,684 Shares 328,732 Est. Cost $56.29 Unrealized +23.1%
MRK Merck 1.3%
Value ($000) $29,413 Shares 516,647 Est. Cost $33.04 Unrealized +21.8%
Spectra Energy 1.3%
Value ($000) $28,729 Shares 881,249 Est. Cost $34.48 Unrealized
MKC McCormick 1.3%
Value ($000) $27,967 Shares 345,486 Est. Cost $28.19 Unrealized +12.8%
SLB Schlumberger 1.1%
Value ($000) $23,533 Shares 273,035 Est. Cost $54.39 Unrealized +22.8%
UNP Union Pacific 1.1%
Value ($000) $23,301 Shares 244,319 Est. Cost $71.48 Unrealized +14.7%
Walgreens Boots Alliance Inc 1.0%
Value ($000) $22,910 Shares 271,321 Est. Cost $76.20 Unrealized
MTB M&T Bank 1.0%
Value ($000) $21,769 Shares 174,251 Est. Cost $75.68 Unrealized +20.7%
Nielsen Holdings NV 1.0%
Value ($000) $21,760 Shares 486,031 Est. Cost $40.36 Unrealized
ABT Abbott Labs 1.0%
Value ($000) $21,242 Shares 432,812 Est. Cost $28.87 Unrealized +36.2%
O Realty Income Corp 1.0%
Value ($000) $21,153 Shares 476,523 Est. Cost $25.09 Unrealized +10.8%
Ansys 1.0%
Value ($000) $21,134 Shares 231,632 Est. Cost $75.56 Unrealized
AMZN Amazon.Com 0.9%
Value ($000) $20,689 Shares 47,661 Est. Cost $16.11 Unrealized +29.7%
STZ Constellation Brands Inc Cl A 0.9%
Value ($000) $20,625 Shares 177,768 Est. Cost $48.27 Unrealized +109.7%
BUD Anheuser-Busch InBev NV ADR 0.9%
Value ($000) $20,358 Shares 168,706 Est. Cost $90.72 Unrealized
HD Home Depot 0.9%
Value ($000) $19,767 Shares 177,876 Est. Cost $57.13 Unrealized +52.5%
TJX TJX Corp 0.9%
Value ($000) $19,545 Shares 295,371 Est. Cost $23.55 Unrealized +21.8%
MCD McDonalds 0.9%
Value ($000) $19,186 Shares 201,807 Est. Cost $71.80 Unrealized +3.3%
KO Coca Cola 0.9%
Value ($000) $18,765 Shares 478,333 Est. Cost $27.86 Unrealized +4.2%
CNI Canadian National Railway 0.8%
Value ($000) $18,433 Shares 319,186 Est. Cost $41.97 Unrealized +22.9%
BMY Bristol-Myers Squibb 0.8%
Value ($000) $18,401 Shares 276,547 Est. Cost $32.49 Unrealized +41.6%
LMT Lockheed Martin 0.8%
Value ($000) $18,108 Shares 97,406 Est. Cost $113.53 Unrealized +27.3%
GILD Gilead Sciences 0.8%
Value ($000) $18,073 Shares 154,364 Est. Cost $51.94 Unrealized +46.3%
DE Deere 0.8%
Value ($000) $17,916 Shares 184,606 Est. Cost $68.03 Unrealized +10.8%
MDT Medtronic PLC 0.8%
Value ($000) $17,579 Shares 237,237 Est. Cost $58.10 Unrealized +1.2%
VZ Verizon 0.8%
Value ($000) $17,364 Shares 372,543 Est. Cost $26.33 Unrealized +7.6%
KMI Kinder Morgan Inc 0.8%
Value ($000) $17,274 Shares 449,958 Est. Cost $22.36 Unrealized +8.8%
Magellan Midstream Partners LP 0.8%
Value ($000) $17,258 Shares 235,183 Est. Cost $54.50 Unrealized
MA Mastercard Inc Cl A 0.8%
Value ($000) $16,928 Shares 181,091 Est. Cost $81.75 Unrealized +5.3%
Brookfield Asset Management In 0.7%
Value ($000) $16,226 Shares 464,526 Est. Cost $36.93 Unrealized
CHD Church & Dwight 0.7%
Value ($000) $16,153 Shares 199,102 Est. Cost $29.43 Unrealized +23.7%
Costco 0.7%
Value ($000) $15,717 Shares 116,368 Est. Cost $114.07 Unrealized
MDLZ Mondelez International 0.7%
Value ($000) $15,479 Shares 376,254 Est. Cost $23.66 Unrealized +30.4%
AXP American Express 0.7%
Value ($000) $15,333 Shares 197,283 Est. Cost $61.29 Unrealized +11.0%
CVS CVS Health Corp 0.7%
Value ($000) $14,897 Shares 142,042 Est. Cost $63.68 Unrealized +18.2%
APH Amphenol 0.7%
Value ($000) $14,699 Shares 253,556 Est. Cost $10.39 Unrealized +24.9%
CVX Chevron Corp 0.7%
Value ($000) $14,530 Shares 150,612 Est. Cost $72.26 Unrealized -8.0%
MMM 3M Company 0.7%
Value ($000) $14,353 Shares 93,021 Est. Cost $68.15 Unrealized +39.1%
Google Inc Class C 0.6%
Value ($000) $13,951 Shares 26,803 Est. Cost $1114.51 Unrealized
CL Colgate-Palmolive 0.6%
Value ($000) $13,913 Shares 212,705 Est. Cost $46.97 Unrealized +12.8%
ADP Automatic Data Processing 0.6%
Value ($000) $13,869 Shares 172,867 Est. Cost $45.38 Unrealized +49.0%
IBM International Business Machine 0.6%
Value ($000) $13,334 Shares 81,978 Est. Cost $117.02 Unrealized -12.0%
ZTS Zoetis Inc 0.6%
Value ($000) $13,020 Shares 270,019 Est. Cost $30.32 Unrealized +45.0%
Macquarie Infrastructure Corp 0.6%
Value ($000) $12,911 Shares 156,252 Est. Cost $54.31 Unrealized
GLD SPDR Gold Shares 0.6%
Value ($000) $12,824 Shares 114,122 Est. Cost $119.45 Unrealized
PFE Pfizer 0.6%
Value ($000) $12,769 Shares 380,822 Est. Cost $16.64 Unrealized +24.8%
ABBV Abbvie Inc 0.6%
Value ($000) $12,550 Shares 186,787 Est. Cost $28.12 Unrealized +50.5%
IMO Imperial Oil LTD 0.6%
Value ($000) $12,465 Shares 322,773 Est. Cost $33.47 Unrealized -3.3%
Level 3 Communications 0.6%
Value ($000) $12,162 Shares 230,900 Est. Cost $44.20 Unrealized
USB US Bancorp 0.6%
Value ($000) $12,066 Shares 278,009 Est. Cost $23.56 Unrealized +26.9%
Celgene Corp 0.5%
Value ($000) $11,938 Shares 103,152 Est. Cost $109.10 Unrealized
PBA Pembina Pipeline Corporation 0.5%
Value ($000) $11,578 Shares 358,467 Est. Cost $16.65 Unrealized +14.6%
EWBC East West Bancorp 0.5%
Value ($000) $11,523 Shares 257,093 Est. Cost $22.33 Unrealized +50.5%
EOG EOG Resources 0.5%
Value ($000) $11,350 Shares 129,642 Est. Cost $72.88 Unrealized -6.9%
EPD Enterprise Products LP 0.5%
Value ($000) $11,100 Shares 371,348 Est. Cost $50.89 Unrealized
Du Pont 0.5%
Value ($000) $11,089 Shares 173,399 Est. Cost $53.36 Unrealized
BRK/B Berkshire Hathaway Cl B 0.5%
Value ($000) $10,764 Shares 79,086 Est. Cost $119.62 Unrealized +19.2%
LOW Lowes 0.4%
Value ($000) $9,804 Shares 146,393 Est. Cost $32.99 Unrealized +78.2%
NI Nisource 0.4%
Value ($000) $9,802 Shares 215,000 Est. Cost $7.81 Unrealized +62.6%
ES Eversource Energy 0.4%
Value ($000) $9,648 Shares 212,467 Est. Cost $36.21 Unrealized -7.1%
CAT Caterpillar 0.4%
Value ($000) $9,492 Shares 111,905 Est. Cost $61.82 Unrealized +6.5%
Kraft Foods Group 0.4%
Value ($000) $8,254 Shares 96,950 Est. Cost $55.87 Unrealized
WMT Wal-Mart 0.4%
Value ($000) $8,239 Shares 116,158 Est. Cost $20.03 Unrealized +4.3%
STT State Street 0.4%
Value ($000) $7,716 Shares 100,208 Est. Cost $45.83 Unrealized +25.7%
SBUX Starbucks 0.3%
Value ($000) $7,123 Shares 132,860 Est. Cost $35.32 Unrealized +15.8%
SABR Sabre Corp 0.3%
Value ($000) $6,951 Shares 292,075 Est. Cost $25.20 Unrealized 0.0%
Plains GP Holdings LP 0.3%
Value ($000) $6,909 Shares 267,387 Est. Cost $26.49 Unrealized
OXY Occidental Petroleum 0.3%
Value ($000) $6,822 Shares 87,724 Est. Cost $57.88 Unrealized -1.8%
Spirit Realty Capital Inc. 0.3%
Value ($000) $6,788 Shares 701,922 Est. Cost $10.75 Unrealized
PAA Plains All American Pipeline L 0.3%
Value ($000) $6,587 Shares 151,181 Est. Cost $54.57 Unrealized
Kansas City Southern Inds 0.3%
Value ($000) $6,586 Shares 72,211 Est. Cost $103.31 Unrealized
FAST Fastenal 0.3%
Value ($000) $6,583 Shares 156,075 Est. Cost $8.05 Unrealized -1.4%
ECL Ecolab 0.3%
Value ($000) $6,564 Shares 58,054 Est. Cost $85.15 Unrealized +20.1%
WPC WP Carey Inc 0.3%
Value ($000) $6,539 Shares 110,950 Est. Cost $64.75 Unrealized
BA Boeing 0.3%
Value ($000) $6,269 Shares 45,190 Est. Cost $122.35 Unrealized +5.3%
KMB Kimberly-Clark 0.3%
Value ($000) $6,246 Shares 58,940 Est. Cost $63.66 Unrealized +19.1%
Hess Corporation 0.3%
Value ($000) $6,044 Shares 90,365 Est. Cost $66.49 Unrealized
CTSH Cognizant Technology Solutions 0.3%
Value ($000) $5,844 Shares 95,654 Est. Cost $43.52 Unrealized +27.9%
INTC Intel 0.3%
Value ($000) $5,520 Shares 181,499 Est. Cost $17.47 Unrealized +43.6%
Stericycle 0.2%
Value ($000) $5,143 Shares 38,404 Est. Cost $110.43 Unrealized
FMC FMC Corp 0.2%
Value ($000) $4,828 Shares 91,880 Est. Cost $42.97 Unrealized -9.1%
Chubb 0.2%
Value ($000) $4,780 Shares 50,240 Est. Cost $85.08 Unrealized
Whole Foods Market 0.2%
Value ($000) $4,665 Shares 118,275 Est. Cost $40.98 Unrealized
HSIC Henry Schein 0.2%
Value ($000) $4,574 Shares 32,183 Est. Cost $36.66 Unrealized +50.9%
D Dominion Resources 0.2%
Value ($000) $4,444 Shares 66,458 Est. Cost $34.53 Unrealized +29.1%
EMR Emerson Electric 0.2%
Value ($000) $4,430 Shares 79,923 Est. Cost $40.30 Unrealized +9.8%
AZO AutoZone Inc 0.2%
Value ($000) $4,417 Shares 6,623 Est. Cost $486.27 Unrealized +40.8%
Genesee & Wyoming CL A Class A 0.2%
Value ($000) $4,380 Shares 57,490 Est. Cost $85.37 Unrealized
APD Air Products & Chemicals Inc 0.2%
Value ($000) $4,243 Shares 31,007 Est. Cost $70.22 Unrealized +49.4%
Plum Creek Timber Co 0.2%
Value ($000) $4,231 Shares 104,295 Est. Cost $46.36 Unrealized
Energy Transfer Partners LP 0.2%
Value ($000) $4,216 Shares 80,771 Est. Cost $56.06 Unrealized
GIS General Mills 0.2%
Value ($000) $4,215 Shares 75,650 Est. Cost $31.98 Unrealized +21.3%
HON Honeywell International 0.2%
Value ($000) $3,972 Shares 38,955 Est. Cost $57.19 Unrealized +30.7%
SYK Stryker 0.2%
Value ($000) $3,955 Shares 41,388 Est. Cost $57.58 Unrealized +45.5%
TE Connectivity Limited 0.2%
Value ($000) $3,860 Shares 60,035 Est. Cost $65.26 Unrealized
Monsanto 0.2%
Value ($000) $3,829 Shares 35,925 Est. Cost $98.80 Unrealized
DXJ WisdomTree Japan Hedged EQ 0.2%
Value ($000) $3,810 Shares 66,602 Est. Cost $55.26 Unrealized
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $3,757 Shares 47,809 Est. Cost $67.15 Unrealized
HCP Inc 0.2%
Value ($000) $3,738 Shares 102,493 Est. Cost $43.27 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $3,713 Shares 29,737 Est. Cost $102.67 Unrealized
NEE NextEra Energy 0.2%
Value ($000) $3,691 Shares 37,651 Est. Cost $14.30 Unrealized +34.9%
EFA MSCI EAFE IShares Index Fund 0.2%
Value ($000) $3,647 Shares 57,437 Est. Cost $63.37 Unrealized
Praxair 0.2%
Value ($000) $3,645 Shares 30,486 Est. Cost $116.67 Unrealized
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $3,621 Shares 34,405 Est. Cost $59.49 Unrealized +30.5%
Royal Dutch Shell A ADRF ADR 0.2%
Value ($000) $3,483 Shares 61,092 Est. Cost $78.94 Unrealized
COP Conoco Phillips 0.2%
Value ($000) $3,314 Shares 53,963 Est. Cost $42.40 Unrealized +9.4%
ORCL Oracle 0.1%
Value ($000) $3,209 Shares 79,629 Est. Cost $31.45 Unrealized +17.6%
CIGNA 0.1%
Value ($000) $3,194 Shares 19,718 Est. Cost $73.19 Unrealized
ADI Analog Devices 0.1%
Value ($000) $3,174 Shares 49,450 Est. Cost $34.29 Unrealized +52.4%
LLY Eli Lilly 0.1%
Value ($000) $3,127 Shares 37,451 Est. Cost $44.53 Unrealized +41.9%
RRC Range Resources Corp 0.1%
Value ($000) $3,124 Shares 63,272 Est. Cost $57.08 Unrealized 0.0%
Jarden Corp 0.1%
Value ($000) $3,106 Shares 60,015 Est. Cost $52.15 Unrealized
UTL Unitil Corp 0.1%
Value ($000) $2,923 Shares 88,534 Est. Cost $29.13 Unrealized +15.9%
VGK Vanguard European Stock ETF 0.1%
Value ($000) $2,920 Shares 54,096 Est. Cost $54.17 Unrealized
Anadarko 0.1%
Value ($000) $2,887 Shares 36,990 Est. Cost $89.26 Unrealized
SPY SPDR S&P 500 ETF Index 0.1%
Value ($000) $2,814 Shares 13,672 Est. Cost $168.27 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $2,742 Shares 25,619 Est. Cost $95.75 Unrealized
TRV The Travelers Companies Inc 0.1%
Value ($000) $2,712 Shares 28,057 Est. Cost $63.56 Unrealized +27.3%
CME CME Group Inc 0.1%
Value ($000) $2,651 Shares 28,491 Est. Cost $39.16 Unrealized +57.3%
QCOM Qualcomm 0.1%
Value ($000) $2,635 Shares 42,074 Est. Cost $47.88 Unrealized +5.1%
Potash Corp of Saskatchewan 0.1%
Value ($000) $2,616 Shares 84,459 Est. Cost $31.61 Unrealized
BAC Bank of America 0.1%
Value ($000) $2,590 Shares 152,178 Est. Cost $11.92 Unrealized +10.1%
SSNC SS & C Technologies 0.1%
Value ($000) $2,588 Shares 41,405 Est. Cost $24.53 Unrealized +25.0%
SPG Simon Property Group 0.1%
Value ($000) $2,495 Shares 14,421 Est. Cost $88.66 Unrealized +22.0%
T AT & T 0.1%
Value ($000) $2,441 Shares 68,722 Est. Cost $11.55 Unrealized +5.8%
Aetna 0.1%
Value ($000) $2,328 Shares 18,268 Est. Cost $65.28 Unrealized
RPM RPM International Inc 0.1%
Value ($000) $2,327 Shares 47,527 Est. Cost $36.96 Unrealized +33.2%
Express Scripts Holding Compan 0.1%
Value ($000) $2,312 Shares 26,000 Est. Cost $69.65 Unrealized
Discovery Communications Cl A 0.1%
Value ($000) $2,268 Shares 68,183 Est. Cost $77.57 Unrealized
CMCSA Comcast Cl A 0.1%
Value ($000) $2,263 Shares 37,622 Est. Cost $18.14 Unrealized +26.7%
EBAY Ebay 0.1%
Value ($000) $2,257 Shares 37,470 Est. Cost $20.18 Unrealized +10.0%
Time Warner Cable 0.1%
Value ($000) $2,186 Shares 12,268 Est. Cost $112.47 Unrealized
HSBC HSBC Holding Plc 0.1%
Value ($000) $2,137 Shares 47,696 Est. Cost $53.66 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $2,103 Shares 14,846 Est. Cost $84.63 Unrealized +38.7%
BNS Bank of Nova Scotia 0.1%
Value ($000) $2,091 Shares 40,505 Est. Cost $31.27 Unrealized -0.9%
GWW Grainger W W 0.1%
Value ($000) $2,088 Shares 8,824 Est. Cost $212.91 Unrealized -4.1%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,048 Shares 1,000 Est. Cost $1686.36 Unrealized
BAX Baxter International 0.1%
Value ($000) $1,961 Shares 28,041 Est. Cost $31.29 Unrealized +0.6%
NSC Norfolk Southern 0.1%
Value ($000) $1,929 Shares 22,083 Est. Cost $57.76 Unrealized +34.1%
CSCO Cisco Systems 0.1%
Value ($000) $1,884 Shares 68,604 Est. Cost $16.03 Unrealized +28.7%
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $1,804 Shares 45,522 Est. Cost $39.67 Unrealized
PM Philip Morris International 0.1%
Value ($000) $1,744 Shares 21,756 Est. Cost $48.21 Unrealized +0.2%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $1,732 Shares 31,636 Est. Cost $55.74 Unrealized
ACN Accenture Plc Class A F 0.1%
Value ($000) $1,732 Shares 17,899 Est. Cost $64.54 Unrealized +25.0%
MO Altria Group Inc 0.1%
Value ($000) $1,705 Shares 34,855 Est. Cost $18.03 Unrealized +40.1%
TXN Texas Instruments 0.1%
Value ($000) $1,684 Shares 32,685 Est. Cost $37.85 Unrealized +9.0%
ROST Ross Stores 0.1%
Value ($000) $1,682 Shares 34,600 Est. Cost $38.23 Unrealized +18.4%
HP Helmerich & Payne 0.1%
Value ($000) $1,648 Shares 23,400 Est. Cost $66.19 Unrealized +11.6%
DGS WisdomTree EM Small Cap 0.1%
Value ($000) $1,578 Shares 36,372 Est. Cost $46.01 Unrealized
DAL Delta Airlines 0.1%
Value ($000) $1,509 Shares 36,738 Est. Cost $31.49 Unrealized +21.9%
DUK Duke Energy 0.1%
Value ($000) $1,506 Shares 21,319 Est. Cost $42.07 Unrealized +15.8%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,482 Shares 13,747 Est. Cost $93.91 Unrealized
ADBE Adobe Systems 0.1%
Value ($000) $1,474 Shares 18,200 Est. Cost $63.49 Unrealized +22.9%
COF Capital One 0.1%
Value ($000) $1,465 Shares 16,649 Est. Cost $56.09 Unrealized +23.5%
PCH Potlatch Corporation 0.1%
Value ($000) $1,459 Shares 41,316 Est. Cost $40.27 Unrealized
V Visa Incorporated 0.1%
Value ($000) $1,444 Shares 21,502 Est. Cost $58.03 Unrealized +8.4%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,434 Shares 7 Est. Cost $165023.42 Unrealized +30.0%
Cooper Companies 0.1%
Value ($000) $1,431 Shares 8,040 Est. Cost $151.49 Unrealized
Dr Pepper Snapple Group Inc 0.1%
Value ($000) $1,424 Shares 19,531 Est. Cost $51.51 Unrealized
Hewlett-Packard 0.1%
Value ($000) $1,384 Shares 46,109 Est. Cost $33.81 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $1,346 Shares 4,896 Est. Cost $56.57 Unrealized +51.7%
Luxottica Group ADR 0.1%
Value ($000) $1,334 Shares 20,077 Est. Cost $53.54 Unrealized
VGT Vanguard Information Techology 0.1%
Value ($000) $1,317 Shares 12,393 Est. Cost $106.34 Unrealized
FISV Fiserv 0.1%
Value ($000) $1,300 Shares 15,700 Est. Cost $24.35 Unrealized +65.1%
AJG Arthur J Gallagher 0.1%
Value ($000) $1,297 Shares 27,430 Est. Cost $35.57 Unrealized +11.5%
DEO Diageo Plc ADR 0.1%
Value ($000) $1,293 Shares 11,145 Est. Cost $118.15 Unrealized
EWH iShares MSCI Hong Kong Index 0.1%
Value ($000) $1,292 Shares 57,271 Est. Cost $18.60 Unrealized
TGT Target 0.1%
Value ($000) $1,268 Shares 15,529 Est. Cost $48.57 Unrealized +21.6%
META Facebook Inc 0.1%
Value ($000) $1,266 Shares 14,757 Est. Cost $72.58 Unrealized +11.7%
HWC Hancock Holding 0.1%
Value ($000) $1,255 Shares 39,315 Est. Cost $28.84 Unrealized +5.2%
Discovery Communications Ser C 0.1%
Value ($000) $1,225 Shares 39,426 Est. Cost $37.28 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.1%
Value ($000) $1,208 Shares 30,474 Est. Cost $40.22 Unrealized
WBS Webster Financial 0.1%
Value ($000) $1,191 Shares 30,117 Est. Cost $23.78 Unrealized +58.6%
BK Bank of New York Mellon 0.1%
Value ($000) $1,174 Shares 27,965 Est. Cost $21.28 Unrealized +53.6%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $1,151 Shares 8,573 Est. Cost $114.18 Unrealized
VWO Vanguard Emerging Markets Stoc 0.0%
Value ($000) $1,072 Shares 26,219 Est. Cost $40.33 Unrealized
CCOI Cogent Communications Group 0.0%
Value ($000) $1,061 Shares 31,362 Est. Cost $15.87 Unrealized +25.2%
DHI D R Horton Inc 0.0%
Value ($000) $1,019 Shares 37,235 Est. Cost $19.72 Unrealized +21.2%
RJF Raymond James Financial Inc 0.0%
Value ($000) $1,015 Shares 17,044 Est. Cost $28.16 Unrealized +17.9%
Alerian MLP 0.0%
Value ($000) $1,003 Shares 64,462 Est. Cost $17.87 Unrealized
JBHT Hunt JB Transport Services 0.0%
Value ($000) $999 Shares 12,175 Est. Cost $65.56 Unrealized +19.9%
Vantiv, Inc 0.0%
Value ($000) $973 Shares 25,485 Est. Cost $37.70 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $962 Shares 8,803 Est. Cost $84.85 Unrealized +19.6%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $961 Shares 12,868 Est. Cost $69.17 Unrealized
WMB Williams Cos 0.0%
Value ($000) $957 Shares 16,667 Est. Cost $30.14 Unrealized -6.9%
AEM Agnico Eagle Mines Limited 0.0%
Value ($000) $951 Shares 33,530 Est. Cost $24.80 Unrealized +3.6%
ITW Illinois Tool Works 0.0%
Value ($000) $943 Shares 10,269 Est. Cost $51.13 Unrealized +44.7%
Apache 0.0%
Value ($000) $935 Shares 16,224 Est. Cost $83.94 Unrealized
OLED Universal Display Corporation 0.0%
Value ($000) $925 Shares 17,885 Est. Cost $33.59 Unrealized +42.2%
Precision Cast Parts 0.0%
Value ($000) $909 Shares 4,549 Est. Cost $226.66 Unrealized
Peoples United Financial Inc 0.0%
Value ($000) $907 Shares 55,948 Est. Cost $15.02 Unrealized
CATY Cathay Bancorp 0.0%
Value ($000) $878 Shares 27,069 Est. Cost $14.21 Unrealized +53.8%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $867 Shares 8,215 Est. Cost $100.17 Unrealized +5.4%
MET Metlife Inc 0.0%
Value ($000) $854 Shares 15,261 Est. Cost $25.39 Unrealized +30.4%
VFC V F Corp 0.0%
Value ($000) $837 Shares 11,998 Est. Cost $56.99 Unrealized +18.6%
YUM Yum Brands Inc 0.0%
Value ($000) $836 Shares 9,282 Est. Cost $39.21 Unrealized +32.6%
UNH United Health Group 0.0%
Value ($000) $834 Shares 6,837 Est. Cost $57.67 Unrealized +72.7%
TFX Teleflex 0.0%
Value ($000) $834 Shares 6,160 Est. Cost $99.45 Unrealized +19.4%
PPG PPG Industries 0.0%
Value ($000) $831 Shares 7,247 Est. Cost $77.23 Unrealized +22.2%
SIG Signet Jewelers Ltd 0.0%
Value ($000) $809 Shares 6,305 Est. Cost $109.36 Unrealized 0.0%
CDK Global Inc 0.0%
Value ($000) $794 Shares 14,717 Est. Cost $40.76 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $789 Shares 3,963 Est. Cost $171.03 Unrealized
Cytec Inds 0.0%
Value ($000) $783 Shares 12,930 Est. Cost $47.13 Unrealized
PAYX Paychex 0.0%
Value ($000) $783 Shares 16,692 Est. Cost $25.15 Unrealized +40.8%
SYY Sysco 0.0%
Value ($000) $781 Shares 21,647 Est. Cost $24.61 Unrealized +14.9%
Dow Chemical 0.0%
Value ($000) $758 Shares 14,809 Est. Cost $32.59 Unrealized
RBC Bearings Inc. 0.0%
Value ($000) $748 Shares 10,421 Est. Cost $56.97 Unrealized
AFL AFLAC 0.0%
Value ($000) $742 Shares 11,933 Est. Cost $22.25 Unrealized +10.7%
GD General Dynamics 0.0%
Value ($000) $739 Shares 5,215 Est. Cost $83.40 Unrealized +32.3%
VDE Vanguard Energy ETF 0.0%
Value ($000) $733 Shares 6,852 Est. Cost $111.62 Unrealized
AMGN Amgen 0.0%
Value ($000) $720 Shares 4,692 Est. Cost $81.71 Unrealized +43.9%
FEI Company 0.0%
Value ($000) $709 Shares 8,553 Est. Cost $80.30 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $707 Shares 13,606 Est. Cost $9.58 Unrealized +23.0%
Halyard Health Inc 0.0%
Value ($000) $700 Shares 17,288 Est. Cost $47.12 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $699 Shares 1,443 Est. Cost $55.09 Unrealized +1.6%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $688 Shares 8,760 Est. Cost $43.57 Unrealized +23.9%
Kellogg 0.0%
Value ($000) $655 Shares 10,440 Est. Cost $38.95 Unrealized +5.6%
BIIB Biogen Inc 0.0%
Value ($000) $625 Shares 1,547 Est. Cost $394.76 Unrealized +1.7%
Coach Incorporated 0.0%
Value ($000) $623 Shares 18,000 Est. Cost $35.61 Unrealized
BHP Billiton plc 0.0%
Value ($000) $613 Shares 15,502 Est. Cost $51.51 Unrealized
Cimarex Energy Co 0.0%
Value ($000) $610 Shares 5,529 Est. Cost $110.80 Unrealized
PacWest Bancorp 0.0%
Value ($000) $604 Shares 12,920 Est. Cost $46.75 Unrealized
Core Laboratories NV 0.0%
Value ($000) $604 Shares 5,295 Est. Cost $104.44 Unrealized
CGNX Cognex 0.0%
Value ($000) $585 Shares 12,155 Est. Cost $20.21 Unrealized +11.8%
NVR Inc 0.0%
Value ($000) $579 Shares 432 Est. Cost $1340.28 Unrealized
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $574 Shares 5,798 Est. Cost $81.63 Unrealized
HCSG Healthcare Services 0.0%
Value ($000) $570 Shares 17,233 Est. Cost $23.05 Unrealized +36.6%
LNC Lincoln National 0.0%
Value ($000) $563 Shares 9,500 Est. Cost $35.63 Unrealized +11.3%
IP International Paper 0.0%
Value ($000) $563 Shares 11,826 Est. Cost $26.16 Unrealized +20.4%
Comcast Cl A Spl 0.0%
Value ($000) $554 Shares 9,250 Est. Cost $56.58 Unrealized
CTRA Cabot Oil & Gas Corp Cl A 0.0%
Value ($000) $551 Shares 17,464 Est. Cost $25.46 Unrealized -4.9%
Kayne Anderson MLP Investment 0.0%
Value ($000) $550 Shares 17,925 Est. Cost $37.57 Unrealized
HSY Hershey Foods 0.0%
Value ($000) $544 Shares 6,127 Est. Cost $70.21 Unrealized +4.1%
Donnelley RR 0.0%
Value ($000) $540 Shares 31,000 Est. Cost $16.54 Unrealized
VTR Ventas Inc REIT 0.0%
Value ($000) $535 Shares 8,614 Est. Cost $46.65 Unrealized +4.9%
TGNA TEGNA Inc 0.0%
Value ($000) $533 Shares 16,620 Est. Cost $18.83 Unrealized 0.0%
China Life Insurance Company A 0.0%
Value ($000) $522 Shares 24,006 Est. Cost $28.41 Unrealized
OmniCell Inc 0.0%
Value ($000) $517 Shares 13,710 Est. Cost $33.10 Unrealized
INTU Intuit 0.0%
Value ($000) $516 Shares 5,125 Est. Cost $54.57 Unrealized +71.9%
TSCO Tractor Supply Company 0.0%
Value ($000) $515 Shares 5,730 Est. Cost $11.44 Unrealized +32.5%
CHRW CH Robinson 0.0%
Value ($000) $514 Shares 8,240 Est. Cost $44.62 Unrealized +14.6%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $512 Shares 4,098 Est. Cost $64.79 Unrealized +57.1%
AMT Amer Tower Cl A 0.0%
Value ($000) $511 Shares 5,475 Est. Cost $60.48 Unrealized +20.7%
SAP S A P SE ADR 0.0%
Value ($000) $495 Shares 7,052 Est. Cost $76.07 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $487 Shares 6,371 Est. Cost $40.35 Unrealized +39.0%
Dunkin Brands 0.0%
Value ($000) $483 Shares 8,782 Est. Cost $44.12 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $468 Shares 7,350 Est. Cost $52.45 Unrealized +29.2%
AWK American Water Works Company I 0.0%
Value ($000) $468 Shares 9,630 Est. Cost $31.83 Unrealized +34.3%
UPS United Parcel Service Class B 0.0%
Value ($000) $468 Shares 4,834 Est. Cost $66.15 Unrealized +2.4%
ET Energy Transfer Equity LP 0.0%
Value ($000) $460 Shares 7,161 Est. Cost $53.86 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $445 Shares 5,600 Est. Cost $48.11 Unrealized +75.6%
Johnson Controls Inc 0.0%
Value ($000) $441 Shares 8,898 Est. Cost $42.95 Unrealized
AIG American International Group 0.0%
Value ($000) $435 Shares 7,043 Est. Cost $33.44 Unrealized +36.1%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $435 Shares 3,751 Est. Cost $96.12 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $428 Shares 2,697 Est. Cost $106.46 Unrealized +26.4%
GS Goldman Sachs 0.0%
Value ($000) $423 Shares 2,025 Est. Cost $132.57 Unrealized +24.2%
OMC Omnicom 0.0%
Value ($000) $417 Shares 6,002 Est. Cost $43.90 Unrealized +20.2%
Privatebancorp 0.0%
Value ($000) $416 Shares 10,440 Est. Cost $39.85 Unrealized
Pall 0.0%
Value ($000) $411 Shares 3,300 Est. Cost $66.42 Unrealized
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $410 Shares 3,979 Est. Cost $98.92 Unrealized
Noble Energy 0.0%
Value ($000) $396 Shares 9,270 Est. Cost $62.05 Unrealized
Unilever NV ORD 0.0%
Value ($000) $388 Shares 9,283 Est. Cost $40.10 Unrealized
KFS Kingsway Financial Services In 0.0%
Value ($000) $388 Shares 65,038 Est. Cost $4.50 Unrealized +30.9%
Continental Resources Inc 0.0%
Value ($000) $383 Shares 9,037 Est. Cost $89.60 Unrealized
iShares MSCI Germany 0.0%
Value ($000) $378 Shares 14,500 Est. Cost $27.61 Unrealized
EQT EQT Corp 0.0%
Value ($000) $365 Shares 4,490 Est. Cost $37.67 Unrealized +14.4%
LECO Lincoln Electric 0.0%
Value ($000) $364 Shares 5,985 Est. Cost $61.22 Unrealized +8.2%
SO Southern Co 0.0%
Value ($000) $356 Shares 8,489 Est. Cost $26.66 Unrealized +4.2%
Ashland Inc 0.0%
Value ($000) $353 Shares 2,896 Est. Cost $83.56 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $353 Shares 8,851 Est. Cost $48.17 Unrealized -10.0%
GTT Communications Inc 0.0%
Value ($000) $346 Shares 14,500 Est. Cost $11.81 Unrealized
SJM Smucker 0.0%
Value ($000) $344 Shares 3,170 Est. Cost $70.84 Unrealized +19.0%
Inphi Corp 0.0%
Value ($000) $343 Shares 15,000 Est. Cost $22.87 Unrealized
iShares MSCI Singapore Index 0.0%
Value ($000) $334 Shares 26,581 Est. Cost $12.79 Unrealized
Amerigas Partners LP 0.0%
Value ($000) $327 Shares 7,150 Est. Cost $49.39 Unrealized
PWR Quanta Services 0.0%
Value ($000) $326 Shares 11,325 Est. Cost $29.94 Unrealized -4.2%
DIRECTV Class A 0.0%
Value ($000) $326 Shares 3,512 Est. Cost $65.96 Unrealized
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $325 Shares 4,320 Est. Cost $72.97 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $324 Shares 8,236 Est. Cost $26.49 Unrealized +7.9%
TEVA Teva Pharma ADR 0.0%
Value ($000) $319 Shares 5,403 Est. Cost $52.96 Unrealized
HAIN Hain Celestial Group 0.0%
Value ($000) $319 Shares 4,842 Est. Cost $50.05 Unrealized +26.2%
IHE iShares Dow Jones US Pharma In 0.0%
Value ($000) $315 Shares 1,800 Est. Cost $106.54 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $308 Shares 5,329 Est. Cost $38.79 Unrealized +5.8%
Qihoo 360 Technology Co Ltd AD 0.0%
Value ($000) $305 Shares 4,500 Est. Cost $51.17 Unrealized
TCBI Texas Capital Bancshares Inc 0.0%
Value ($000) $303 Shares 4,870 Est. Cost $47.15 Unrealized +16.2%
EES Wisdomtree Smallcap Earnings 0.0%
Value ($000) $301 Shares 3,550 Est. Cost $73.91 Unrealized
Ingersoll-Rand PLC 0.0%
Value ($000) $289 Shares 4,280 Est. Cost $55.75 Unrealized
GLW Corning 0.0%
Value ($000) $287 Shares 14,544 Est. Cost $15.55 Unrealized +3.7%
Raytheon 0.0%
Value ($000) $286 Shares 2,991 Est. Cost $104.31 Unrealized
Royal Dutch Shell B ADRF Spons 0.0%
Value ($000) $285 Shares 4,975 Est. Cost $62.76 Unrealized
BXP Boston Properties 0.0%
Value ($000) $284 Shares 2,345 Est. Cost $68.35 Unrealized +25.7%
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $281 Shares 1,652 Est. Cost $161.28 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $280 Shares 8,386 Est. Cost $30.48 Unrealized
PSX Phillips 66 0.0%
Value ($000) $280 Shares 3,479 Est. Cost $40.74 Unrealized +31.7%
DGX Quest Diagnostics 0.0%
Value ($000) $276 Shares 3,803 Est. Cost $46.22 Unrealized +29.2%
VO Vanguard Mid Cap ETF 0.0%
Value ($000) $273 Shares 2,146 Est. Cost $132.09 Unrealized
Buckeye Partners, LP 0.0%
Value ($000) $272 Shares 3,680 Est. Cost $70.48 Unrealized
Chicago Bridge & Iron Co 0.0%
Value ($000) $270 Shares 5,400 Est. Cost $57.82 Unrealized
HIG Hartford Financial 0.0%
Value ($000) $268 Shares 6,438 Est. Cost $27.61 Unrealized +20.6%
FDX FedEx Corporation 0.0%
Value ($000) $263 Shares 1,544 Est. Cost $148.37 Unrealized 0.0%
XLV Select Sector S&P Health Care 0.0%
Value ($000) $256 Shares 3,439 Est. Cost $63.82 Unrealized
Varian Medical 0.0%
Value ($000) $253 Shares 3,000 Est. Cost $67.44 Unrealized
CHH Choice Hotels Intl Inc 0.0%
Value ($000) $251 Shares 4,630 Est. Cost $52.59 Unrealized 0.0%
MORN MorningStar Inc 0.0%
Value ($000) $251 Shares 3,160 Est. Cost $68.45 Unrealized +11.9%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $250 Shares 6,050 Est. Cost $39.83 Unrealized
National Instruments 0.0%
Value ($000) $248 Shares 8,412 Est. Cost $27.95 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $242 Shares 6,340 Est. Cost $37.44 Unrealized 0.0%
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $242 Shares 4,887 Est. Cost $49.52 Unrealized
Southwestern Energy 0.0%
Value ($000) $237 Shares 10,420 Est. Cost $22.74 Unrealized
F Ford Motor 0.0%
Value ($000) $230 Shares 15,309 Est. Cost $9.23 Unrealized -5.2%
CSX CSX 0.0%
Value ($000) $227 Shares 6,950 Est. Cost $8.10 Unrealized +21.4%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $225 Shares 9,233 Est. Cost $23.15 Unrealized
EQR Equity Residential 0.0%
Value ($000) $225 Shares 3,200 Est. Cost $39.89 Unrealized +8.6%
WDAY Workday Inc Class A 0.0%
Value ($000) $225 Shares 2,950 Est. Cost $80.98 Unrealized +5.1%
Dresser Rand Group Inc 0.0%
Value ($000) $220 Shares 2,585 Est. Cost $82.31 Unrealized
Unilever ADR 0.0%
Value ($000) $220 Shares 5,130 Est. Cost $40.45 Unrealized
TROW Price T Rowe Group Inc 0.0%
Value ($000) $219 Shares 2,820 Est. Cost $53.88 Unrealized +2.3%
C Citigroup 0.0%
Value ($000) $215 Shares 3,895 Est. Cost $40.55 Unrealized 0.0%
BlackRock Inc 0.0%
Value ($000) $215 Shares 622 Est. Cost $357.34 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $211 Shares 4,450 Est. Cost $18.87 Unrealized +3.9%
AKAM Akamai Technology 0.0%
Value ($000) $209 Shares 3,000 Est. Cost $66.10 Unrealized +12.3%
EW Edwards Lifesciences 0.0%
Value ($000) $208 Shares 1,460 Est. Cost $22.43 Unrealized +0.6%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $206 Shares 3,938 Est. Cost $32.06 Unrealized +14.2%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $205 Shares 4,310 Est. Cost $48.49 Unrealized
McGraw-Hill Financial 0.0%
Value ($000) $201 Shares 2,000 Est. Cost $103.50 Unrealized
ELEMENTS Rogers Intl Commodity 0.0%
Value ($000) $190 Shares 30,500 Est. Cost $7.34 Unrealized
FLY Leasing Limited 0.0%
Value ($000) $185 Shares 11,775 Est. Cost $16.82 Unrealized
VLY Valley National Bancorp 0.0%
Value ($000) $154 Shares 14,963 Est. Cost $9.34 Unrealized +4.3%
Royce Value Trust Fund 0.0%
Value ($000) $138 Shares 10,005 Est. Cost $15.19 Unrealized
FSP Franklin Street Properties Cor 0.0%
Value ($000) $135 Shares 11,914 Est. Cost $13.20 Unrealized
California Resources Corporati 0.0%
Value ($000) $93 Shares 15,334 Est. Cost $5.51 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $63 Shares 2,100 Est. Cost $26.19 Unrealized
ABEV Ambev SA-ADR 0.0%
Value ($000) $61 Shares 10,050 Est. Cost $7.06 Unrealized