BOSTON FAMILY OFFICE LLC Diversified Active

CIK: 0001039807 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 4, 2013

Total Value ($000): $702,853 (100.0% shares, 0.0% debt)

Holdings (250)

VWO Vanguard FTSE Emerging Mkts 3.1%
Value ($000) $22,120 Shares 551,135 Est. Cost $38.82 Unrealized
XOM Exxon Mobil Corp 2.6%
Value ($000) $18,144 Shares 210,878 Est. Cost $53.69 Unrealized +0.9%
SPY SPDR S&P 500 2.4%
Value ($000) $16,930 Shares 100,767 Est. Cost $160.42 Unrealized
JNJ Johnson & Johnson 2.3%
Value ($000) $16,300 Shares 188,024 Est. Cost $59.66 Unrealized +6.5%
Stericycle 2.1%
Value ($000) $14,416 Shares 124,921 Est. Cost $110.43 Unrealized
Celgene Corp 2.0%
Value ($000) $14,163 Shares 91,889 Est. Cost $116.98 Unrealized
Ansys Inc. 2.0%
Value ($000) $14,145 Shares 163,486 Est. Cost $73.10 Unrealized
GILD Gilead Sciences Inc 2.0%
Value ($000) $13,980 Shares 222,360 Est. Cost $36.21 Unrealized +14.7%
PG Procter & Gamble 1.8%
Value ($000) $12,541 Shares 165,912 Est. Cost $55.00 Unrealized +2.2%
MDY SPDR S&P Midcap 400 1.6%
Value ($000) $11,186 Shares 49,422 Est. Cost $210.26 Unrealized
GIS General Mills Inc 1.6%
Value ($000) $11,137 Shares 232,401 Est. Cost $31.98 Unrealized +2.9%
SLB Schlumberger Ltd 1.5%
Value ($000) $10,541 Shares 119,292 Est. Cost $52.90 Unrealized +11.5%
TDC Teradata 1.4%
Value ($000) $9,994 Shares 180,266 Est. Cost $53.87 Unrealized +9.0%
NSRGY Nestle SA-spons ADR 1.4%
Value ($000) $9,973 Shares 143,292 Est. Cost $65.78 Unrealized
IJR iShares S&P SmallCap 600 Index 1.4%
Value ($000) $9,646 Shares 96,657 Est. Cost $90.31 Unrealized
ORCL Oracle Systems Corp 1.4%
Value ($000) $9,631 Shares 290,365 Est. Cost $27.58 Unrealized -1.9%
ATR AptarGroup Inc 1.3%
Value ($000) $8,991 Shares 149,521 Est. Cost $46.93 Unrealized +5.7%
United Technologies 1.3%
Value ($000) $8,809 Shares 81,704 Est. Cost $92.94 Unrealized
ROK Rockwell Automation 1.2%
Value ($000) $8,768 Shares 81,988 Est. Cost $67.20 Unrealized +13.8%
General Electric Co 1.2%
Value ($000) $8,667 Shares 362,793 Est. Cost $23.19 Unrealized
UNP Union Pacific Corp 1.2%
Value ($000) $8,553 Shares 55,057 Est. Cost $57.10 Unrealized +5.3%
AAPL Apple Inc. 1.2%
Value ($000) $8,415 Shares 17,651 Est. Cost $13.17 Unrealized +8.4%
MRSH Marsh & McLennan Cos 1.2%
Value ($000) $8,134 Shares 186,784 Est. Cost $31.19 Unrealized +8.1%
Plum Creek Timber 1.1%
Value ($000) $8,014 Shares 171,122 Est. Cost $46.67 Unrealized
AMT American Tower Corporation 1.1%
Value ($000) $7,977 Shares 107,606 Est. Cost $59.51 Unrealized -8.9%
Monsanto 1.1%
Value ($000) $7,953 Shares 76,199 Est. Cost $98.81 Unrealized
PEP Pepsico 1.1%
Value ($000) $7,825 Shares 98,422 Est. Cost $56.00 Unrealized +1.4%
MCD McDonald's Corp 1.1%
Value ($000) $7,814 Shares 81,220 Est. Cost $71.80 Unrealized -1.7%
AFL Aflac Corp 1.1%
Value ($000) $7,653 Shares 123,457 Est. Cost $20.11 Unrealized +11.7%
Praxair 1.0%
Value ($000) $6,927 Shares 57,627 Est. Cost $115.16 Unrealized
IBM International Business Machine 0.9%
Value ($000) $6,637 Shares 35,841 Est. Cost $118.94 Unrealized -6.2%
NKE Nike Inc Cl B 0.9%
Value ($000) $6,318 Shares 86,973 Est. Cost $26.53 Unrealized +5.3%
Golar LNG Ltd 0.9%
Value ($000) $6,237 Shares 165,558 Est. Cost $31.98 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.9%
Value ($000) $6,216 Shares 127,896 Est. Cost $44.27 Unrealized
PH Parker Hannifin 0.9%
Value ($000) $6,194 Shares 56,974 Est. Cost $76.08 Unrealized +10.1%
PM Philip Morris International 0.9%
Value ($000) $6,053 Shares 69,906 Est. Cost $49.85 Unrealized -5.0%
MIDD Middleby 0.9%
Value ($000) $6,053 Shares 28,974 Est. Cost $60.13 Unrealized +6.8%
Du Pont E I De Nemours Co 0.8%
Value ($000) $5,946 Shares 101,540 Est. Cost $52.50 Unrealized
ECL Ecolab Inc 0.8%
Value ($000) $5,898 Shares 59,720 Est. Cost $73.63 Unrealized +10.3%
CSCO Cisco Sys Inc 0.8%
Value ($000) $5,892 Shares 251,464 Est. Cost $15.24 Unrealized +11.1%
BRK/B Berkshire Hathaway Inc Cl B 0.8%
Value ($000) $5,457 Shares 48,074 Est. Cost $110.02 Unrealized +4.9%
DLTR Dollar Tree Stores 0.7%
Value ($000) $5,254 Shares 91,917 Est. Cost $48.79 Unrealized +10.7%
CVX Chevron Corp 0.7%
Value ($000) $5,234 Shares 43,077 Est. Cost $71.30 Unrealized +2.5%
MMM 3M Company 0.7%
Value ($000) $5,114 Shares 42,829 Est. Cost $61.26 Unrealized +7.7%
MRK Merck & Co 0.7%
Value ($000) $4,977 Shares 104,544 Est. Cost $30.02 Unrealized +3.2%
SYK Stryker 0.7%
Value ($000) $4,878 Shares 72,170 Est. Cost $56.92 Unrealized +4.4%
FRCB First Republic Bank 0.7%
Value ($000) $4,859 Shares 104,207 Est. Cost $35.36 Unrealized +14.9%
DHR Danaher Corp Del Com 0.7%
Value ($000) $4,856 Shares 70,059 Est. Cost $25.01 Unrealized +9.6%
TEVA Teva Pharmaceutical 0.7%
Value ($000) $4,592 Shares 121,557 Est. Cost $39.20 Unrealized
VEA Vanguard FTSE Developed Market 0.6%
Value ($000) $4,542 Shares 114,766 Est. Cost $35.60 Unrealized
ABBV Abbvie 0.6%
Value ($000) $4,515 Shares 100,935 Est. Cost $26.55 Unrealized +2.3%
Vodafone Group Plc ADR (New) 0.6%
Value ($000) $4,354 Shares 123,757 Est. Cost $28.74 Unrealized
NEE NextEra Energy Resources 0.6%
Value ($000) $4,337 Shares 54,100 Est. Cost $14.15 Unrealized +4.9%
Dentsply International Inc 0.6%
Value ($000) $4,297 Shares 98,969 Est. Cost $40.96 Unrealized
AMZN Amazon.Com Inc 0.6%
Value ($000) $4,202 Shares 13,440 Est. Cost $13.32 Unrealized +11.9%
PFE Pfizer 0.6%
Value ($000) $4,109 Shares 143,047 Est. Cost $16.46 Unrealized -0.6%
KO Coca Cola Co 0.6%
Value ($000) $4,081 Shares 107,723 Est. Cost $27.85 Unrealized -3.9%
BHP BHP Ltd 0.6%
Value ($000) $4,071 Shares 61,215 Est. Cost $57.67 Unrealized
BEN Franklin Resources 0.6%
Value ($000) $4,011 Shares 79,344 Est. Cost $29.22 Unrealized -1.7%
ZBRA Zebra Tech Corp Cl A 0.5%
Value ($000) $3,838 Shares 84,236 Est. Cost $45.53 Unrealized +1.3%
LECO Lincoln Electric 0.5%
Value ($000) $3,828 Shares 57,465 Est. Cost $55.81 Unrealized +12.4%
SPDR S&P China ETF 0.5%
Value ($000) $3,764 Shares 50,850 Est. Cost $64.09 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.5%
Value ($000) $3,749 Shares 22 Est. Cost $165023.42 Unrealized +4.8%
COP ConocoPhillips 0.5%
Value ($000) $3,545 Shares 51,003 Est. Cost $39.96 Unrealized +11.3%
Jacobs Engineering Group Inc 0.5%
Value ($000) $3,515 Shares 60,418 Est. Cost $55.14 Unrealized
MSFT Microsoft Corp 0.5%
Value ($000) $3,502 Shares 105,235 Est. Cost $26.70 Unrealized +1.1%
ADP Automatic Data Processing 0.5%
Value ($000) $3,473 Shares 47,985 Est. Cost $45.09 Unrealized +7.2%
ABT Abbott Laboratories 0.5%
Value ($000) $3,457 Shares 104,160 Est. Cost $28.85 Unrealized -4.0%
MKC McCormick & Co. Inc 0.5%
Value ($000) $3,450 Shares 53,320 Est. Cost $28.19 Unrealized -2.1%
NVS Novartis AG ADR 0.5%
Value ($000) $3,421 Shares 44,601 Est. Cost $70.70 Unrealized
CL Colgate Palmolive 0.5%
Value ($000) $3,311 Shares 55,839 Est. Cost $44.38 Unrealized +0.4%
APD Air Products & Chemicals 0.5%
Value ($000) $3,242 Shares 30,423 Est. Cost $61.55 Unrealized +13.9%
FCX Freeport McMoRan Copper&Gold C 0.5%
Value ($000) $3,206 Shares 96,912 Est. Cost $24.45 Unrealized +5.0%
TGT Target 0.5%
Value ($000) $3,195 Shares 49,932 Est. Cost $47.95 Unrealized -1.6%
THO Thor Industries 0.5%
Value ($000) $3,181 Shares 54,800 Est. Cost $31.55 Unrealized +29.8%
Powershares QQQ 0.4%
Value ($000) $3,154 Shares 39,985 Est. Cost $71.28 Unrealized
WAB Wabtec Corp 0.4%
Value ($000) $3,125 Shares 49,705 Est. Cost $49.41 Unrealized +11.3%
QCOM Qualcomm 0.4%
Value ($000) $3,014 Shares 44,775 Est. Cost $45.06 Unrealized +3.3%
Cree 0.4%
Value ($000) $2,990 Shares 49,683 Est. Cost $63.84 Unrealized
Ensco Plc 0.4%
Value ($000) $2,903 Shares 54,002 Est. Cost $58.13 Unrealized
LOW Lowe's Companies 0.4%
Value ($000) $2,781 Shares 58,409 Est. Cost $32.16 Unrealized +13.2%
JPM J.P. Morgan Chase & Co. 0.4%
Value ($000) $2,754 Shares 53,274 Est. Cost $36.24 Unrealized +6.3%
MO Altria Group Inc Com 0.4%
Value ($000) $2,687 Shares 78,221 Est. Cost $16.28 Unrealized -0.7%
Meridian Biosciences 0.3%
Value ($000) $2,438 Shares 103,185 Est. Cost $21.57 Unrealized
D Dominion Res Inc VA 0.3%
Value ($000) $2,410 Shares 38,570 Est. Cost $34.53 Unrealized +2.3%
DEO Diageo PLC ADR 0.3%
Value ($000) $2,344 Shares 18,442 Est. Cost $114.96 Unrealized
AXP American Express Co 0.3%
Value ($000) $2,309 Shares 30,580 Est. Cost $59.62 Unrealized +6.1%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $2,261 Shares 48,865 Est. Cost $28.67 Unrealized +1.9%
Hubbell Inc Cl B 0.3%
Value ($000) $2,259 Shares 21,570 Est. Cost $99.00 Unrealized
Royal Dutch Shell PLC ADR A 0.3%
Value ($000) $2,222 Shares 33,836 Est. Cost $63.81 Unrealized
CVS CVS/Caremark Corp 0.3%
Value ($000) $2,193 Shares 38,643 Est. Cost $41.44 Unrealized +3.2%
AKAM Akamai Technologies Inc 0.3%
Value ($000) $2,117 Shares 40,946 Est. Cost $41.83 Unrealized +12.7%
McGraw Hill 0.3%
Value ($000) $2,066 Shares 31,500 Est. Cost $53.17 Unrealized
EBAY Ebay 0.3%
Value ($000) $2,038 Shares 36,530 Est. Cost $20.09 Unrealized -0.6%
INTC Intel Corp 0.3%
Value ($000) $2,010 Shares 87,674 Est. Cost $17.18 Unrealized -1.6%
THD iShares MSCI Thailand Capped I 0.3%
Value ($000) $2,003 Shares 26,868 Est. Cost $75.74 Unrealized
Anadarko Petroleum 0.3%
Value ($000) $1,971 Shares 21,193 Est. Cost $85.92 Unrealized
TMO Thermo Fisher Scientific 0.3%
Value ($000) $1,902 Shares 20,635 Est. Cost $79.76 Unrealized +8.8%
Kellogg Co 0.3%
Value ($000) $1,893 Shares 32,235 Est. Cost $38.95 Unrealized -0.3%
SHW Sherwin Williams 0.3%
Value ($000) $1,853 Shares 10,170 Est. Cost $53.48 Unrealized -2.3%
Kinder Morgan Energy Partners 0.3%
Value ($000) $1,839 Shares 23,042 Est. Cost $85.39 Unrealized
America Movil S.A.B. DE C.V. 0.3%
Value ($000) $1,838 Shares 92,780 Est. Cost $21.75 Unrealized
NVO Novo Nordisk A/S ADR 0.3%
Value ($000) $1,785 Shares 10,550 Est. Cost $154.98 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $1,785 Shares 23,083 Est. Cost $57.67 Unrealized -1.2%
Chubb Corp 0.3%
Value ($000) $1,764 Shares 19,758 Est. Cost $84.66 Unrealized
YUM Yum Brands Inc 0.2%
Value ($000) $1,757 Shares 24,612 Est. Cost $38.97 Unrealized +5.2%
ROP Roper Industries 0.2%
Value ($000) $1,663 Shares 12,515 Est. Cost $113.55 Unrealized +5.0%
Avon Prods Inc 0.2%
Value ($000) $1,656 Shares 80,392 Est. Cost $21.03 Unrealized
WFC Wells Fargo Company 0.2%
Value ($000) $1,639 Shares 39,677 Est. Cost $27.36 Unrealized +10.3%
T AT&T 0.2%
Value ($000) $1,567 Shares 46,332 Est. Cost $11.39 Unrealized -3.8%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,549 Shares 16,435 Est. Cost $63.06 Unrealized -3.1%
FDX FedEx Corp. 0.2%
Value ($000) $1,546 Shares 13,549 Est. Cost $81.95 Unrealized +11.4%
RPM RPM 0.2%
Value ($000) $1,537 Shares 42,450 Est. Cost $32.11 Unrealized +8.6%
NEOG Neogen 0.2%
Value ($000) $1,490 Shares 24,540 Est. Cost $13.20 Unrealized +8.4%
MDLZ Mondelez International W/I 0.2%
Value ($000) $1,431 Shares 45,531 Est. Cost $23.16 Unrealized +2.4%
Express Scripts Holdings 0.2%
Value ($000) $1,335 Shares 21,608 Est. Cost $61.72 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $1,325 Shares 17,472 Est. Cost $56.05 Unrealized +3.2%
Spectra Energy 0.2%
Value ($000) $1,306 Shares 38,164 Est. Cost $34.46 Unrealized
Ingersoll-Rand PLC 0.2%
Value ($000) $1,292 Shares 19,900 Est. Cost $55.53 Unrealized
SSNC SS&C Technologies Holdings 0.2%
Value ($000) $1,283 Shares 33,675 Est. Cost $15.56 Unrealized +16.7%
EMR Emerson Electric Co 0.2%
Value ($000) $1,271 Shares 19,650 Est. Cost $40.02 Unrealized +9.5%
VZ Verizon Communications 0.2%
Value ($000) $1,258 Shares 26,949 Est. Cost $27.04 Unrealized -3.4%
DIS Disney Walt Co. 0.2%
Value ($000) $1,236 Shares 19,173 Est. Cost $56.12 Unrealized +1.4%
Covidien PLC 0.2%
Value ($000) $1,212 Shares 19,888 Est. Cost $62.85 Unrealized
EWA iShares MSCI Australia Index 0.2%
Value ($000) $1,178 Shares 46,616 Est. Cost $22.58 Unrealized
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,175 Shares 28,824 Est. Cost $38.49 Unrealized
BKU BankUnited, Inc. 0.2%
Value ($000) $1,162 Shares 37,245 Est. Cost $17.43 Unrealized +18.6%
HON Honeywell International Inc 0.2%
Value ($000) $1,160 Shares 13,975 Est. Cost $53.25 Unrealized +7.9%
KEWL Keweenaw Land Association Ltd 0.2%
Value ($000) $1,145 Shares 12,310 Est. Cost $10.65 Unrealized +15.3%
NTRS Northern Tr Corp 0.2%
Value ($000) $1,134 Shares 20,850 Est. Cost $40.35 Unrealized +3.3%
Seagate Technology 0.2%
Value ($000) $1,094 Shares 25,000 Est. Cost $44.84 Unrealized
Google Inc CL A 0.2%
Value ($000) $1,090 Shares 1,244 Est. Cost $880.55 Unrealized
Kinder Morgan 0.2%
Value ($000) $1,088 Shares 30,587 Est. Cost $38.11 Unrealized
PSX Phillips 66 0.2%
Value ($000) $1,069 Shares 18,484 Est. Cost $40.44 Unrealized -7.3%
UNFI United Natural Foods Co 0.2%
Value ($000) $1,061 Shares 15,775 Est. Cost $51.91 Unrealized +17.1%
EWZ iShares MSCI Brazil Capped Ind 0.2%
Value ($000) $1,058 Shares 22,085 Est. Cost $43.86 Unrealized
Apache Corp 0.1%
Value ($000) $1,043 Shares 12,245 Est. Cost $83.81 Unrealized
CPB Campbell Soup Co 0.1%
Value ($000) $1,030 Shares 25,300 Est. Cost $30.86 Unrealized -0.7%
Pall 0.1%
Value ($000) $1,017 Shares 13,200 Est. Cost $66.44 Unrealized
Whole Foods Mkt Inc 0.1%
Value ($000) $1,006 Shares 17,200 Est. Cost $51.45 Unrealized
CLX Clorox Co 0.1%
Value ($000) $989 Shares 12,099 Est. Cost $60.00 Unrealized -1.1%
AMGN Amgen Inc 0.1%
Value ($000) $988 Shares 8,825 Est. Cost $73.34 Unrealized +5.0%
Northeast Utilities 0.1%
Value ($000) $963 Shares 23,343 Est. Cost $42.02 Unrealized
Sigma Aldrich 0.1%
Value ($000) $960 Shares 11,250 Est. Cost $80.44 Unrealized
Walgreen Co 0.1%
Value ($000) $954 Shares 17,725 Est. Cost $44.17 Unrealized
LKQ LKQ Corp. 0.1%
Value ($000) $920 Shares 28,860 Est. Cost $24.09 Unrealized +7.6%
GPC Genuine Parts Co 0.1%
Value ($000) $915 Shares 11,316 Est. Cost $54.12 Unrealized +5.4%
OXY Occidental Petroleum 0.1%
Value ($000) $915 Shares 9,785 Est. Cost $57.83 Unrealized +2.4%
DE Deere & Co 0.1%
Value ($000) $883 Shares 10,845 Est. Cost $68.04 Unrealized -3.1%
VXF Vanguard Extended Market 0.1%
Value ($000) $877 Shares 11,377 Est. Cost $69.85 Unrealized
VV Vanguard Large Cap 0.1%
Value ($000) $873 Shares 11,291 Est. Cost $73.53 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $870 Shares 4,555 Est. Cost $40.16 Unrealized +5.4%
BDX Becton Dickinson 0.1%
Value ($000) $859 Shares 8,585 Est. Cost $78.11 Unrealized +3.2%
ITW Illinois Tool Works 0.1%
Value ($000) $850 Shares 11,145 Est. Cost $49.85 Unrealized +9.9%
NUE Nucor Corp. 0.1%
Value ($000) $835 Shares 17,025 Est. Cost $32.44 Unrealized +6.5%
FAST Fastenal Co 0.1%
Value ($000) $828 Shares 16,465 Est. Cost $8.59 Unrealized 0.0%
GLW Corning Inc 0.1%
Value ($000) $810 Shares 55,550 Est. Cost $10.49 Unrealized +2.5%
Glaxo Smithkline Plc Spons ADR 0.1%
Value ($000) $803 Shares 16,005 Est. Cost $49.99 Unrealized
BUD Anheuser Busch 0.1%
Value ($000) $785 Shares 7,915 Est. Cost $90.21 Unrealized
SCL Stepan Company 0.1%
Value ($000) $781 Shares 13,530 Est. Cost $56.48 Unrealized +2.5%
IWM iShares Russell 2000 Index Fun 0.1%
Value ($000) $758 Shares 7,114 Est. Cost $96.97 Unrealized
Netapp 0.1%
Value ($000) $752 Shares 17,650 Est. Cost $37.79 Unrealized
IVE iShares S&P 500 Value Index Fu 0.1%
Value ($000) $752 Shares 9,600 Est. Cost $75.73 Unrealized
F Ford Motor 0.1%
Value ($000) $747 Shares 44,300 Est. Cost $7.61 Unrealized +18.6%
SDY SPDR S&P Dividend 0.1%
Value ($000) $691 Shares 10,025 Est. Cost $66.29 Unrealized
Comcast Corp CL A Spl 0.1%
Value ($000) $689 Shares 15,900 Est. Cost $39.69 Unrealized
Kraft Foods Group 0.1%
Value ($000) $687 Shares 13,083 Est. Cost $55.87 Unrealized
STWD Starwood Property Trust 0.1%
Value ($000) $655 Shares 27,316 Est. Cost $24.59 Unrealized
STT State Street 0.1%
Value ($000) $646 Shares 9,830 Est. Cost $44.60 Unrealized +10.4%
Unilever PLC ADR 0.1%
Value ($000) $646 Shares 16,740 Est. Cost $40.44 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $635 Shares 15,800 Est. Cost $44.50 Unrealized -5.0%
IWO iShares Russell 2000 Grow 0.1%
Value ($000) $623 Shares 4,950 Est. Cost $111.52 Unrealized
IWC iShares Russell Microcap Index 0.1%
Value ($000) $622 Shares 9,085 Est. Cost $68.46 Unrealized
SWK Stanley Black & Decker 0.1%
Value ($000) $621 Shares 6,853 Est. Cost $56.98 Unrealized +10.0%
BP BP PLC 0.1%
Value ($000) $618 Shares 14,712 Est. Cost $41.73 Unrealized
Peabody Energy Corp 0.1%
Value ($000) $594 Shares 34,427 Est. Cost $14.63 Unrealized
WM Waste Management 0.1%
Value ($000) $588 Shares 14,250 Est. Cost $30.75 Unrealized +4.1%
EXPD Expeditors Intl Wash 0.1%
Value ($000) $580 Shares 13,175 Est. Cost $31.69 Unrealized +11.4%
Raytheon 0.1%
Value ($000) $571 Shares 7,411 Est. Cost $66.12 Unrealized
COST Costco Companies Inc 0.1%
Value ($000) $564 Shares 4,900 Est. Cost $86.56 Unrealized +5.9%
Linear Technology Corp. 0.1%
Value ($000) $553 Shares 13,955 Est. Cost $36.83 Unrealized
GNC 0.1%
Value ($000) $547 Shares 10,020 Est. Cost $45.12 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $539 Shares 10,700 Est. Cost $42.21 Unrealized -2.9%
IDXX Idexx Labs Inc 0.1%
Value ($000) $532 Shares 5,336 Est. Cost $43.87 Unrealized +9.6%
VTI Vanguard Total Stock 0.1%
Value ($000) $520 Shares 5,930 Est. Cost $82.61 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $515 Shares 10,700 Est. Cost $33.21 Unrealized +12.4%
Kinder Morgan Management LLC 0.1%
Value ($000) $509 Shares 6,784 Est. Cost $81.85 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $508 Shares 7,302 Est. Cost $68.05 Unrealized
Total S A Sponsored ADR 0.1%
Value ($000) $495 Shares 8,548 Est. Cost $48.67 Unrealized
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $495 Shares 3,984 Est. Cost $115.46 Unrealized
Market Vectors Brazil Small Ca 0.1%
Value ($000) $491 Shares 14,718 Est. Cost $31.79 Unrealized
E M C Corp 0.1%
Value ($000) $478 Shares 18,710 Est. Cost $23.62 Unrealized
Allergan Inc 0.1%
Value ($000) $475 Shares 5,248 Est. Cost $86.40 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $474 Shares 6,409 Est. Cost $19.98 Unrealized -1.0%
Molina Healthcare Inc 0.1%
Value ($000) $468 Shares 13,150 Est. Cost $37.19 Unrealized
VO Vanguard Mid-Cap 0.1%
Value ($000) $467 Shares 4,557 Est. Cost $95.24 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $463 Shares 7,002 Est. Cost $68.67 Unrealized
DOV Dover Corp 0.1%
Value ($000) $443 Shares 4,932 Est. Cost $39.99 Unrealized +15.6%
LNC Lincoln Natl Corp 0.1%
Value ($000) $431 Shares 10,276 Est. Cost $22.50 Unrealized +24.2%
BK Bank of New York Mellon 0.1%
Value ($000) $420 Shares 13,900 Est. Cost $21.22 Unrealized +7.3%
Mine Safety Appliances 0.1%
Value ($000) $413 Shares 8,000 Est. Cost $46.50 Unrealized
DVN Devon Energy Corp 0.1%
Value ($000) $411 Shares 7,108 Est. Cost $37.00 Unrealized +3.0%
XLI Industrial Select Sector Fund 0.1%
Value ($000) $410 Shares 8,830 Est. Cost $42.62 Unrealized
Time Warner Inc 0.1%
Value ($000) $403 Shares 6,125 Est. Cost $58.00 Unrealized
WPP Plc 0.1%
Value ($000) $396 Shares 3,850 Est. Cost $87.31 Unrealized
Quest Diagnostics Inc 0.1%
Value ($000) $389 Shares 6,300 Est. Cost $60.63 Unrealized
PPG PPG Industries 0.1%
Value ($000) $387 Shares 2,316 Est. Cost $59.61 Unrealized +8.4%
Forest Labs Inc Com 0.1%
Value ($000) $380 Shares 8,890 Est. Cost $40.94 Unrealized
FXI iShares FTSE China Large Cap E 0.1%
Value ($000) $366 Shares 9,875 Est. Cost $32.51 Unrealized
Bard 0.1%
Value ($000) $366 Shares 3,175 Est. Cost $108.99 Unrealized
BWA Borg Warner 0.1%
Value ($000) $360 Shares 3,550 Est. Cost $29.44 Unrealized +19.7%
GM General Motors Corp 0.1%
Value ($000) $360 Shares 10,000 Est. Cost $23.62 Unrealized +13.2%
Allscripts Healthcare Solution 0.1%
Value ($000) $360 Shares 24,225 Est. Cost $13.06 Unrealized
IWR iShares Russell Midcap Index 0.1%
Value ($000) $354 Shares 2,544 Est. Cost $129.72 Unrealized
Navios Maritime Partners 0.0%
Value ($000) $350 Shares 23,900 Est. Cost $14.47 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $349 Shares 3,406 Est. Cost $93.66 Unrealized
Verisk Analytics, Inc 0.0%
Value ($000) $349 Shares 5,375 Est. Cost $59.72 Unrealized
Zoetis Inc. 0.0%
Value ($000) $345 Shares 11,075 Est. Cost $30.89 Unrealized
ILMN Illumina 0.0%
Value ($000) $344 Shares 4,250 Est. Cost $64.01 Unrealized +19.5%
PNC PNC Financial Services 0.0%
Value ($000) $344 Shares 4,750 Est. Cost $47.34 Unrealized +8.4%
ALL Allstate Corp 0.0%
Value ($000) $338 Shares 6,692 Est. Cost $37.12 Unrealized +3.9%
Verifone Systems 0.0%
Value ($000) $338 Shares 14,775 Est. Cost $17.28 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $333 Shares 11,622 Est. Cost $18.73 Unrealized -5.8%
BAC Bank of America 0.0%
Value ($000) $329 Shares 23,824 Est. Cost $10.05 Unrealized +11.8%
Duke Energy Corp 0.0%
Value ($000) $327 Shares 4,895 Est. Cost $67.49 Unrealized
TMUS T Mobile US 0.0%
Value ($000) $325 Shares 12,500 Est. Cost $19.37 Unrealized +21.9%
ICUI Icu Med Inc 0.0%
Value ($000) $306 Shares 4,500 Est. Cost $66.13 Unrealized +7.9%
TRV Travelers Companies Inc 0.0%
Value ($000) $295 Shares 3,483 Est. Cost $63.44 Unrealized -1.0%
Coherent Inc 0.0%
Value ($000) $264 Shares 4,300 Est. Cost $55.12 Unrealized
CMCSA Comcast Corp CL A 0.0%
Value ($000) $263 Shares 5,820 Est. Cost $15.62 Unrealized +5.9%
EWG iShares MSCI Germany Index Fun 0.0%
Value ($000) $258 Shares 9,273 Est. Cost $24.69 Unrealized
St. Jude Medical 0.0%
Value ($000) $257 Shares 4,800 Est. Cost $45.63 Unrealized
UGI UGI Corp 0.0%
Value ($000) $254 Shares 6,500 Est. Cost $26.32 Unrealized +1.8%
NYT New York Times 0.0%
Value ($000) $251 Shares 20,000 Est. Cost $8.72 Unrealized +20.4%
VT Vanguard Intl Equity Index Fds 0.0%
Value ($000) $250 Shares 4,500 Est. Cost $51.56 Unrealized
ACWI iShares MSCI ACWI 0.0%
Value ($000) $248 Shares 4,600 Est. Cost $50.00 Unrealized
Johnson Ctls. 0.0%
Value ($000) $248 Shares 5,986 Est. Cost $41.43 Unrealized
HRB H R Block Inc 0.0%
Value ($000) $240 Shares 9,000 Est. Cost $18.18 Unrealized +2.8%
IVW iShares 500 Growth Index Fund 0.0%
Value ($000) $237 Shares 2,650 Est. Cost $84.15 Unrealized
EQT Corp 0.0%
Value ($000) $235 Shares 2,650 Est. Cost $79.47 Unrealized
Eaton Corp 0.0%
Value ($000) $234 Shares 3,400 Est. Cost $65.88 Unrealized
QEP Resources 0.0%
Value ($000) $233 Shares 8,400 Est. Cost $27.75 Unrealized
DirectTV 0.0%
Value ($000) $221 Shares 3,689 Est. Cost $61.53 Unrealized
IYW iShares Tr Dow Jones Tech Sec 0.0%
Value ($000) $221 Shares 2,800 Est. Cost $73.57 Unrealized
ACN Accenture Ltd. 0.0%
Value ($000) $209 Shares 2,841 Est. Cost $63.81 Unrealized -6.7%
IVV iShares S&P 500 Index Fund 0.0%
Value ($000) $205 Shares 1,212 Est. Cost $169.14 Unrealized
Saic Gemini Inc. 0.0%
Value ($000) $196 Shares 12,100 Est. Cost $13.97 Unrealized
VSPC Viaspace Inc. 0.0%
Value ($000) $3 Shares 193,750 Est. Cost $0.01 Unrealized -27.6%
Hypertension Diagnostics Inc. 0.0%
Value ($000) $0 Shares 36,000 Est. Cost $0.03 Unrealized
Strikeforce Technologies 0.0%
Value ($000) $0 Shares 13,000 Est. Cost Unrealized