BOSTON FAMILY OFFICE LLC Diversified Active

CIK: 0001039807 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 10, 2014

Total Value ($000): $757,813 (100.0% shares, 0.0% debt)

Holdings (253)

VWO Vanguard FTSE Emerging Mkts 3.1%
Value ($000) $23,494 Shares 571,083 Est. Cost $38.90 Unrealized
XOM Exxon Mobil Corp 2.7%
Value ($000) $20,515 Shares 202,715 Est. Cost $53.69 Unrealized +4.2%
SPY SPDR S&P 500 2.4%
Value ($000) $18,193 Shares 98,507 Est. Cost $160.42 Unrealized
JNJ Johnson & Johnson 2.3%
Value ($000) $17,133 Shares 187,059 Est. Cost $59.66 Unrealized +10.2%
GILD Gilead Sciences Inc 2.2%
Value ($000) $16,329 Shares 217,424 Est. Cost $36.21 Unrealized +33.6%
Celgene Corp 2.0%
Value ($000) $15,326 Shares 90,702 Est. Cost $116.98 Unrealized
Stericycle 1.9%
Value ($000) $14,748 Shares 126,954 Est. Cost $110.52 Unrealized
Ansys Inc. 1.9%
Value ($000) $14,297 Shares 163,960 Est. Cost $73.10 Unrealized
PG Procter & Gamble 1.8%
Value ($000) $13,449 Shares 165,202 Est. Cost $55.00 Unrealized +5.5%
MDY SPDR S&P Midcap 400 1.6%
Value ($000) $12,020 Shares 49,222 Est. Cost $210.26 Unrealized
GIS General Mills Inc 1.5%
Value ($000) $11,576 Shares 231,941 Est. Cost $31.98 Unrealized +2.8%
ORCL Oracle Systems Corp 1.5%
Value ($000) $11,000 Shares 287,508 Est. Cost $27.58 Unrealized +4.4%
SLB Schlumberger Ltd 1.4%
Value ($000) $10,730 Shares 119,082 Est. Cost $52.90 Unrealized +23.0%
NSRGY Nestle SA-spons ADR 1.4%
Value ($000) $10,622 Shares 144,334 Est. Cost $65.78 Unrealized
ROK Rockwell Automation 1.4%
Value ($000) $10,564 Shares 89,408 Est. Cost $68.87 Unrealized +26.9%
IJR iShares S&P SmallCap 600 Index 1.4%
Value ($000) $10,472 Shares 95,957 Est. Cost $90.31 Unrealized
General Electric Co 1.3%
Value ($000) $10,160 Shares 362,452 Est. Cost $23.19 Unrealized
ATR AptarGroup Inc 1.3%
Value ($000) $10,150 Shares 149,684 Est. Cost $46.93 Unrealized +14.3%
AAPL Apple Inc. 1.3%
Value ($000) $9,993 Shares 17,813 Est. Cost $13.17 Unrealized +24.3%
UNP Union Pacific Corp 1.2%
Value ($000) $9,382 Shares 55,845 Est. Cost $57.15 Unrealized +5.9%
United Technologies 1.2%
Value ($000) $9,308 Shares 81,789 Est. Cost $92.94 Unrealized
MRSH Marsh & McLennan Cos 1.2%
Value ($000) $9,032 Shares 186,759 Est. Cost $31.19 Unrealized +19.9%
Monsanto 1.2%
Value ($000) $8,874 Shares 76,139 Est. Cost $98.81 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 1.2%
Value ($000) $8,850 Shares 74,649 Est. Cost $112.02 Unrealized +3.2%
TDC Teradata 1.1%
Value ($000) $8,667 Shares 190,523 Est. Cost $53.41 Unrealized -15.1%
AFL Aflac Corp 1.1%
Value ($000) $8,240 Shares 123,357 Est. Cost $20.11 Unrealized +22.4%
AMT American Tower Corporation 1.1%
Value ($000) $8,059 Shares 100,967 Est. Cost $59.51 Unrealized -1.7%
Plum Creek Timber 1.1%
Value ($000) $8,007 Shares 172,152 Est. Cost $46.67 Unrealized
MCD McDonald's Corp 1.1%
Value ($000) $7,994 Shares 82,385 Est. Cost $71.77 Unrealized -2.5%
PEP Pepsico 1.0%
Value ($000) $7,932 Shares 95,635 Est. Cost $56.00 Unrealized +3.1%
Praxair 1.0%
Value ($000) $7,425 Shares 57,105 Est. Cost $115.16 Unrealized
PH Parker Hannifin 1.0%
Value ($000) $7,310 Shares 56,824 Est. Cost $76.08 Unrealized +24.9%
MIDD Middleby 0.9%
Value ($000) $6,938 Shares 28,940 Est. Cost $60.13 Unrealized +23.1%
NKE Nike Inc Cl B 0.9%
Value ($000) $6,767 Shares 86,046 Est. Cost $26.53 Unrealized +23.9%
IBM International Business Machine 0.9%
Value ($000) $6,650 Shares 35,451 Est. Cost $118.94 Unrealized -10.5%
Du Pont E I De Nemours Co 0.9%
Value ($000) $6,519 Shares 100,340 Est. Cost $52.50 Unrealized
ECL Ecolab Inc 0.8%
Value ($000) $6,401 Shares 61,385 Est. Cost $74.10 Unrealized +22.7%
PM Philip Morris International 0.8%
Value ($000) $6,170 Shares 70,812 Est. Cost $49.82 Unrealized -4.0%
VEU Vanguard FTSE All-World Ex-US 0.8%
Value ($000) $6,136 Shares 120,951 Est. Cost $44.27 Unrealized
Golar LNG Ltd 0.8%
Value ($000) $5,966 Shares 164,391 Est. Cost $31.98 Unrealized
MMM 3M Company 0.8%
Value ($000) $5,725 Shares 40,818 Est. Cost $61.26 Unrealized +18.6%
CVX Chevron Corp 0.7%
Value ($000) $5,557 Shares 44,490 Est. Cost $71.34 Unrealized +1.6%
FRCB First Republic Bank 0.7%
Value ($000) $5,455 Shares 104,202 Est. Cost $35.36 Unrealized +31.7%
DLTR Dollar Tree Stores 0.7%
Value ($000) $5,451 Shares 96,615 Est. Cost $49.22 Unrealized +17.0%
DHR Danaher Corp Del Com 0.7%
Value ($000) $5,446 Shares 70,540 Est. Cost $25.01 Unrealized +18.8%
ABBV Abbvie 0.7%
Value ($000) $5,445 Shares 103,100 Est. Cost $26.63 Unrealized +14.1%
CSCO Cisco Sys Inc 0.7%
Value ($000) $5,408 Shares 241,099 Est. Cost $15.24 Unrealized -0.2%
MRK Merck & Co 0.7%
Value ($000) $5,227 Shares 104,429 Est. Cost $30.02 Unrealized +4.2%
AMZN Amazon.Com Inc 0.7%
Value ($000) $5,101 Shares 12,791 Est. Cost $13.32 Unrealized +35.0%
SYK Stryker 0.7%
Value ($000) $5,085 Shares 67,670 Est. Cost $56.92 Unrealized +10.8%
Vodafone Group Plc ADR (New) 0.6%
Value ($000) $4,828 Shares 122,817 Est. Cost $28.74 Unrealized
Dentsply International Inc 0.6%
Value ($000) $4,788 Shares 98,769 Est. Cost $40.96 Unrealized
VEA Vanguard FTSE Developed Market 0.6%
Value ($000) $4,720 Shares 113,249 Est. Cost $35.60 Unrealized
ZBRA Zebra Tech Corp Cl A 0.6%
Value ($000) $4,643 Shares 85,861 Est. Cost $45.61 Unrealized +9.9%
NEE NextEra Energy Resources 0.6%
Value ($000) $4,626 Shares 54,026 Est. Cost $14.15 Unrealized +8.1%
TEVA Teva Pharmaceutical 0.6%
Value ($000) $4,569 Shares 113,992 Est. Cost $39.20 Unrealized
BEN Franklin Resources 0.6%
Value ($000) $4,542 Shares 78,669 Est. Cost $29.22 Unrealized +10.0%
PFE Pfizer 0.6%
Value ($000) $4,320 Shares 141,042 Est. Cost $16.46 Unrealized +7.1%
KO Coca Cola Co 0.6%
Value ($000) $4,251 Shares 102,903 Est. Cost $27.85 Unrealized -3.3%
BHP BHP Ltd 0.6%
Value ($000) $4,214 Shares 61,790 Est. Cost $57.67 Unrealized
QCOM Qualcomm 0.5%
Value ($000) $4,064 Shares 54,735 Est. Cost $46.02 Unrealized +9.4%
LECO Lincoln Electric 0.5%
Value ($000) $4,061 Shares 56,925 Est. Cost $55.81 Unrealized +25.8%
ADP Automatic Data Processing 0.5%
Value ($000) $3,957 Shares 48,970 Est. Cost $45.22 Unrealized +13.8%
ABT Abbott Laboratories 0.5%
Value ($000) $3,932 Shares 102,580 Est. Cost $28.85 Unrealized +1.3%
MSFT Microsoft Corp 0.5%
Value ($000) $3,917 Shares 104,710 Est. Cost $26.70 Unrealized +12.4%
SPDR S&P China ETF 0.5%
Value ($000) $3,896 Shares 50,000 Est. Cost $64.09 Unrealized
WAB Wabtec Corp 0.5%
Value ($000) $3,809 Shares 51,285 Est. Cost $49.83 Unrealized +26.6%
MKC McCormick & Co. Inc 0.5%
Value ($000) $3,803 Shares 55,185 Est. Cost $28.15 Unrealized -4.0%
Jacobs Engineering Group Inc 0.5%
Value ($000) $3,796 Shares 60,268 Est. Cost $55.14 Unrealized
CL Colgate Palmolive 0.5%
Value ($000) $3,708 Shares 56,869 Est. Cost $44.45 Unrealized +8.9%
FCX Freeport McMoRan Copper&Gold C 0.5%
Value ($000) $3,657 Shares 96,912 Est. Cost $24.45 Unrealized +23.0%
COP ConocoPhillips 0.5%
Value ($000) $3,593 Shares 50,853 Est. Cost $39.96 Unrealized +21.1%
NVS Novartis AG ADR 0.5%
Value ($000) $3,571 Shares 44,426 Est. Cost $70.70 Unrealized
LOW Lowe's Companies 0.5%
Value ($000) $3,495 Shares 70,529 Est. Cost $33.36 Unrealized +17.3%
Powershares QQQ 0.4%
Value ($000) $3,388 Shares 38,520 Est. Cost $71.28 Unrealized
THO Thor Industries 0.4%
Value ($000) $3,125 Shares 56,575 Est. Cost $31.92 Unrealized +35.5%
Cree 0.4%
Value ($000) $3,094 Shares 49,483 Est. Cost $63.84 Unrealized
Ensco Plc 0.4%
Value ($000) $3,085 Shares 53,952 Est. Cost $58.13 Unrealized
JPM J.P. Morgan Chase & Co. 0.4%
Value ($000) $3,068 Shares 52,468 Est. Cost $36.24 Unrealized +9.4%
APD Air Products & Chemicals 0.4%
Value ($000) $3,047 Shares 27,263 Est. Cost $61.55 Unrealized +21.6%
TGT Target 0.4%
Value ($000) $3,026 Shares 47,833 Est. Cost $47.95 Unrealized -7.0%
MO Altria Group Inc Com 0.4%
Value ($000) $3,003 Shares 78,221 Est. Cost $16.28 Unrealized +5.3%
CVS CVS/Caremark Corp 0.4%
Value ($000) $2,826 Shares 39,486 Est. Cost $41.54 Unrealized +11.5%
AXP American Express Co 0.4%
Value ($000) $2,765 Shares 30,480 Est. Cost $59.62 Unrealized +16.2%
Meridian Biosciences 0.4%
Value ($000) $2,751 Shares 103,685 Est. Cost $21.57 Unrealized
BMY Bristol-Myers Squibb 0.3%
Value ($000) $2,588 Shares 48,690 Est. Cost $28.67 Unrealized +19.2%
D Dominion Res Inc VA 0.3%
Value ($000) $2,498 Shares 38,620 Est. Cost $34.53 Unrealized +12.1%
McGraw Hill 0.3%
Value ($000) $2,463 Shares 31,500 Est. Cost $53.17 Unrealized
DEO Diageo PLC ADR 0.3%
Value ($000) $2,430 Shares 18,347 Est. Cost $114.96 Unrealized
Royal Dutch Shell PLC ADR A 0.3%
Value ($000) $2,410 Shares 33,811 Est. Cost $63.81 Unrealized
TMO Thermo Fisher Scientific 0.3%
Value ($000) $2,372 Shares 21,300 Est. Cost $80.26 Unrealized +19.1%
Hubbell Inc Cl B 0.3%
Value ($000) $2,349 Shares 21,570 Est. Cost $99.00 Unrealized
THD iShares MSCI Thailand Capped I 0.3%
Value ($000) $2,311 Shares 33,666 Est. Cost $74.30 Unrealized
INTC Intel Corp 0.3%
Value ($000) $2,279 Shares 87,796 Est. Cost $17.18 Unrealized +4.4%
NSC Norfolk Southern Corp 0.3%
Value ($000) $2,154 Shares 23,208 Est. Cost $57.67 Unrealized +13.9%
America Movil S.A.B. DE C.V. 0.3%
Value ($000) $2,151 Shares 92,055 Est. Cost $21.75 Unrealized
EBAY Ebay 0.3%
Value ($000) $2,078 Shares 37,873 Est. Cost $20.07 Unrealized -1.9%
NVO Novo Nordisk A/S ADR 0.3%
Value ($000) $2,032 Shares 10,998 Est. Cost $156.19 Unrealized
AKAM Akamai Technologies Inc 0.3%
Value ($000) $1,983 Shares 42,021 Est. Cost $41.97 Unrealized +12.4%
Kellogg Co 0.3%
Value ($000) $1,969 Shares 32,235 Est. Cost $38.95 Unrealized -3.0%
FDX FedEx Corp. 0.3%
Value ($000) $1,949 Shares 13,555 Est. Cost $81.95 Unrealized +36.8%
RPM RPM 0.3%
Value ($000) $1,921 Shares 46,275 Est. Cost $32.67 Unrealized +19.1%
Chubb Corp 0.2%
Value ($000) $1,889 Shares 19,550 Est. Cost $84.66 Unrealized
Kinder Morgan Energy Partners 0.2%
Value ($000) $1,857 Shares 23,017 Est. Cost $85.39 Unrealized
SHW Sherwin Williams 0.2%
Value ($000) $1,851 Shares 10,085 Est. Cost $53.48 Unrealized +2.1%
WFC Wells Fargo Company 0.2%
Value ($000) $1,812 Shares 39,909 Est. Cost $27.36 Unrealized +12.4%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,717 Shares 16,435 Est. Cost $63.06 Unrealized +5.2%
Anadarko Petroleum 0.2%
Value ($000) $1,687 Shares 21,274 Est. Cost $85.92 Unrealized
LKQ LKQ Corp. 0.2%
Value ($000) $1,682 Shares 51,110 Est. Cost $26.36 Unrealized +11.2%
NEOG Neogen 0.2%
Value ($000) $1,658 Shares 36,274 Est. Cost $14.55 Unrealized +19.5%
T AT&T 0.2%
Value ($000) $1,636 Shares 46,533 Est. Cost $11.39 Unrealized -1.9%
ROP Roper Industries 0.2%
Value ($000) $1,621 Shares 11,690 Est. Cost $113.55 Unrealized +6.4%
MDLZ Mondelez International W/I 0.2%
Value ($000) $1,607 Shares 45,531 Est. Cost $23.16 Unrealized +10.2%
DIS Disney Walt Co. 0.2%
Value ($000) $1,563 Shares 20,463 Est. Cost $56.48 Unrealized +9.2%
Express Scripts Holdings 0.2%
Value ($000) $1,558 Shares 22,186 Est. Cost $61.94 Unrealized
YUM Yum Brands Inc 0.2%
Value ($000) $1,492 Shares 19,732 Est. Cost $38.97 Unrealized +4.9%
SSNC SS&C Technologies Holdings 0.2%
Value ($000) $1,465 Shares 33,100 Est. Cost $15.56 Unrealized +29.3%
GLW Corning Inc 0.2%
Value ($000) $1,435 Shares 80,550 Est. Cost $10.97 Unrealized +9.8%
PSX Phillips 66 0.2%
Value ($000) $1,435 Shares 18,609 Est. Cost $40.44 Unrealized +7.4%
EMR Emerson Electric Co 0.2%
Value ($000) $1,407 Shares 20,050 Est. Cost $40.18 Unrealized +19.9%
HD Home Depot Inc 0.2%
Value ($000) $1,406 Shares 17,072 Est. Cost $56.05 Unrealized +4.8%
Seagate Technology 0.2%
Value ($000) $1,404 Shares 25,000 Est. Cost $44.84 Unrealized
Google Inc CL A 0.2%
Value ($000) $1,385 Shares 1,236 Est. Cost $880.55 Unrealized
Avon Prods Inc 0.2%
Value ($000) $1,384 Shares 80,392 Est. Cost $21.03 Unrealized
Covidien PLC 0.2%
Value ($000) $1,355 Shares 19,898 Est. Cost $62.85 Unrealized
Spectra Energy 0.2%
Value ($000) $1,328 Shares 37,289 Est. Cost $34.46 Unrealized
VZ Verizon Communications 0.2%
Value ($000) $1,320 Shares 26,862 Est. Cost $27.04 Unrealized -1.6%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,305 Shares 31,217 Est. Cost $38.74 Unrealized
NTRS Northern Tr Corp 0.2%
Value ($000) $1,294 Shares 20,900 Est. Cost $40.35 Unrealized +3.6%
IWC iShares Russell Microcap Index 0.2%
Value ($000) $1,273 Shares 16,945 Est. Cost $71.55 Unrealized
BKU BankUnited, Inc. 0.2%
Value ($000) $1,264 Shares 38,395 Est. Cost $17.57 Unrealized +26.5%
HON Honeywell International Inc 0.2%
Value ($000) $1,263 Shares 13,825 Est. Cost $53.25 Unrealized +14.2%
CLX Clorox Co 0.2%
Value ($000) $1,227 Shares 13,224 Est. Cost $60.33 Unrealized +5.8%
Ingersoll-Rand PLC 0.2%
Value ($000) $1,226 Shares 19,900 Est. Cost $55.53 Unrealized
UNFI United Natural Foods Co 0.2%
Value ($000) $1,189 Shares 15,775 Est. Cost $51.91 Unrealized +36.0%
CPB Campbell Soup Co 0.2%
Value ($000) $1,169 Shares 27,000 Est. Cost $30.72 Unrealized -7.1%
EWA iShares MSCI Australia Index 0.1%
Value ($000) $1,136 Shares 46,616 Est. Cost $22.58 Unrealized
KEWL Keweenaw Land Association Ltd 0.1%
Value ($000) $1,071 Shares 12,310 Est. Cost $10.65 Unrealized +17.2%
Sigma Aldrich 0.1%
Value ($000) $1,061 Shares 11,285 Est. Cost $80.44 Unrealized
Apache Corp 0.1%
Value ($000) $1,054 Shares 12,270 Est. Cost $83.81 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $1,048 Shares 4,705 Est. Cost $40.36 Unrealized +14.7%
Walgreen Co 0.1%
Value ($000) $1,018 Shares 17,725 Est. Cost $44.17 Unrealized
Allergan Inc 0.1%
Value ($000) $1,016 Shares 9,148 Est. Cost $96.92 Unrealized
Pall 0.1%
Value ($000) $1,016 Shares 11,900 Est. Cost $66.44 Unrealized
Whole Foods Mkt Inc 0.1%
Value ($000) $995 Shares 17,200 Est. Cost $51.45 Unrealized
DE Deere & Co 0.1%
Value ($000) $990 Shares 10,845 Est. Cost $68.04 Unrealized -0.9%
SCL Stepan Company 0.1%
Value ($000) $986 Shares 15,016 Est. Cost $56.93 Unrealized +7.2%
Kinder Morgan 0.1%
Value ($000) $984 Shares 27,327 Est. Cost $38.11 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $979 Shares 13,480 Est. Cost $67.91 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $978 Shares 8,575 Est. Cost $73.34 Unrealized +10.6%
VV Vanguard Large Cap 0.1%
Value ($000) $957 Shares 11,291 Est. Cost $73.53 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $945 Shares 8,550 Est. Cost $78.11 Unrealized +9.8%
GPC Genuine Parts Co 0.1%
Value ($000) $941 Shares 11,316 Est. Cost $54.12 Unrealized +5.7%
ITW Illinois Tool Works 0.1%
Value ($000) $937 Shares 11,145 Est. Cost $49.85 Unrealized +19.3%
VXF Vanguard Extended Market 0.1%
Value ($000) $934 Shares 11,292 Est. Cost $69.85 Unrealized
Northeast Utilities 0.1%
Value ($000) $919 Shares 21,678 Est. Cost $42.02 Unrealized
NUE Nucor Corp. 0.1%
Value ($000) $909 Shares 17,025 Est. Cost $32.44 Unrealized +18.1%
STWD Starwood Property Trust 0.1%
Value ($000) $869 Shares 31,386 Est. Cost $24.99 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $863 Shares 15,800 Est. Cost $44.50 Unrealized +22.9%
Glaxo Smithkline Plc Spons ADR 0.1%
Value ($000) $855 Shares 16,005 Est. Cost $49.99 Unrealized
IWM iShares Russell 2000 Index Fun 0.1%
Value ($000) $821 Shares 7,114 Est. Cost $96.97 Unrealized
IVE iShares S&P 500 Value Index Fu 0.1%
Value ($000) $820 Shares 9,600 Est. Cost $75.73 Unrealized
BUD Anheuser Busch 0.1%
Value ($000) $813 Shares 7,635 Est. Cost $90.21 Unrealized
WPP Plc 0.1%
Value ($000) $806 Shares 7,015 Est. Cost $99.76 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $802 Shares 16,890 Est. Cost $8.60 Unrealized +1.8%
GNC 0.1%
Value ($000) $796 Shares 13,620 Est. Cost $48.64 Unrealized
Comcast Corp CL A Spl 0.1%
Value ($000) $793 Shares 15,900 Est. Cost $39.69 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $744 Shares 7,821 Est. Cost $57.83 Unrealized +9.6%
ILMN Illumina 0.1%
Value ($000) $733 Shares 6,624 Est. Cost $73.89 Unrealized +24.0%
Netapp 0.1%
Value ($000) $727 Shares 17,675 Est. Cost $37.79 Unrealized
STT State Street 0.1%
Value ($000) $721 Shares 9,820 Est. Cost $44.60 Unrealized +13.5%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $712 Shares 4 Est. Cost $165023.42 Unrealized +5.1%
Kraft Foods Group 0.1%
Value ($000) $703 Shares 13,032 Est. Cost $55.87 Unrealized
F Ford Motor 0.1%
Value ($000) $687 Shares 44,550 Est. Cost $7.61 Unrealized +18.4%
BP BP PLC 0.1%
Value ($000) $681 Shares 14,012 Est. Cost $41.73 Unrealized
IWO iShares Russell 2000 Grow 0.1%
Value ($000) $671 Shares 4,950 Est. Cost $111.52 Unrealized
Raytheon 0.1%
Value ($000) $665 Shares 7,336 Est. Cost $66.12 Unrealized
WM Waste Management 0.1%
Value ($000) $639 Shares 14,250 Est. Cost $30.75 Unrealized +10.2%
IDXX Idexx Labs Inc 0.1%
Value ($000) $584 Shares 5,486 Est. Cost $44.11 Unrealized +19.3%
COST Costco Companies Inc 0.1%
Value ($000) $583 Shares 4,900 Est. Cost $86.56 Unrealized +9.9%
SWK Stanley Black & Decker 0.1%
Value ($000) $553 Shares 6,853 Est. Cost $56.98 Unrealized +5.7%
LLY Lilly Eli & Co 0.1%
Value ($000) $546 Shares 10,705 Est. Cost $42.21 Unrealized -6.2%
Forest Labs Inc Com 0.1%
Value ($000) $534 Shares 8,890 Est. Cost $40.94 Unrealized
Kinder Morgan Management LLC 0.1%
Value ($000) $532 Shares 7,026 Est. Cost $81.64 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $530 Shares 10,450 Est. Cost $33.21 Unrealized +24.3%
LNC Lincoln Natl Corp 0.1%
Value ($000) $530 Shares 10,276 Est. Cost $22.50 Unrealized +41.3%
Total S A Sponsored ADR 0.1%
Value ($000) $524 Shares 8,548 Est. Cost $48.67 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $507 Shares 6,445 Est. Cost $19.98 Unrealized +1.8%
VO Vanguard Mid-Cap 0.1%
Value ($000) $501 Shares 4,557 Est. Cost $95.24 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $499 Shares 6,627 Est. Cost $68.05 Unrealized
E M C Corp 0.1%
Value ($000) $499 Shares 19,840 Est. Cost $23.71 Unrealized
VTI Vanguard Total Stock 0.1%
Value ($000) $495 Shares 5,160 Est. Cost $82.61 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $486 Shares 13,900 Est. Cost $21.22 Unrealized +14.5%
DOV Dover Corp 0.1%
Value ($000) $476 Shares 4,932 Est. Cost $39.99 Unrealized +23.2%
VB Vanguard Small Cap 0.1%
Value ($000) $473 Shares 4,306 Est. Cost $97.04 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $462 Shares 7,159 Est. Cost $68.58 Unrealized
Navios Maritime Partners 0.1%
Value ($000) $457 Shares 23,900 Est. Cost $14.47 Unrealized
DVN Devon Energy Corp 0.1%
Value ($000) $449 Shares 7,258 Est. Cost $37.08 Unrealized +10.7%
XLI Industrial Select Sector Fund 0.1%
Value ($000) $440 Shares 8,425 Est. Cost $42.62 Unrealized
Time Warner Inc 0.1%
Value ($000) $427 Shares 6,125 Est. Cost $58.00 Unrealized
Bard 0.1%
Value ($000) $425 Shares 3,175 Est. Cost $108.99 Unrealized
Mine Safety Appliances 0.1%
Value ($000) $410 Shares 8,000 Est. Cost $46.50 Unrealized
GM General Motors Corp 0.1%
Value ($000) $409 Shares 10,000 Est. Cost $23.62 Unrealized +19.3%
EXPD Expeditors Intl Wash 0.1%
Value ($000) $406 Shares 9,175 Est. Cost $31.69 Unrealized +17.5%
PPG PPG Industries 0.1%
Value ($000) $406 Shares 2,141 Est. Cost $59.61 Unrealized +22.5%
BWA Borg Warner 0.1%
Value ($000) $397 Shares 7,100 Est. Cost $34.18 Unrealized +13.9%
Verifone Systems 0.1%
Value ($000) $388 Shares 14,475 Est. Cost $17.28 Unrealized
Verisk Analytics, Inc 0.1%
Value ($000) $385 Shares 5,865 Est. Cost $60.21 Unrealized
IWR iShares Russell Midcap Index 0.1%
Value ($000) $382 Shares 2,544 Est. Cost $129.72 Unrealized
FXI iShares FTSE China Large Cap E 0.1%
Value ($000) $379 Shares 9,875 Est. Cost $32.51 Unrealized
Allscripts Healthcare Solution 0.0%
Value ($000) $375 Shares 24,225 Est. Cost $13.06 Unrealized
PNC PNC Financial Services 0.0%
Value ($000) $369 Shares 4,750 Est. Cost $47.34 Unrealized +9.6%
WY Weyerhaeuser Co 0.0%
Value ($000) $367 Shares 11,622 Est. Cost $18.73 Unrealized +0.5%
ALL Allstate Corp 0.0%
Value ($000) $361 Shares 6,612 Est. Cost $37.12 Unrealized +10.7%
Johnson Ctls. 0.0%
Value ($000) $348 Shares 6,786 Est. Cost $42.59 Unrealized
Duke Energy Corp 0.0%
Value ($000) $338 Shares 4,895 Est. Cost $67.49 Unrealized
Quest Diagnostics Inc 0.0%
Value ($000) $337 Shares 6,300 Est. Cost $60.63 Unrealized
Coherent Inc 0.0%
Value ($000) $320 Shares 4,300 Est. Cost $55.12 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $318 Shares 7,720 Est. Cost $40.44 Unrealized
NYT New York Times 0.0%
Value ($000) $317 Shares 20,000 Est. Cost $8.72 Unrealized +38.7%
TRV Travelers Companies Inc 0.0%
Value ($000) $315 Shares 3,483 Est. Cost $63.44 Unrealized +5.3%
St. Jude Medical 0.0%
Value ($000) $297 Shares 4,800 Est. Cost $45.63 Unrealized
CMCSA Comcast Corp CL A 0.0%
Value ($000) $296 Shares 5,705 Est. Cost $15.62 Unrealized +17.7%
EWG iShares MSCI Germany Index Fun 0.0%
Value ($000) $295 Shares 9,273 Est. Cost $24.69 Unrealized
ICUI Icu Med Inc 0.0%
Value ($000) $287 Shares 4,500 Est. Cost $66.13 Unrealized -2.7%
Allegion Plc 0.0%
Value ($000) $287 Shares 6,633 Est. Cost $43.27 Unrealized
IJH iShares Core S&P Mid-Cap 0.0%
Value ($000) $279 Shares 2,084 Est. Cost $115.46 Unrealized
ACN Accenture Ltd. 0.0%
Value ($000) $275 Shares 3,342 Est. Cost $63.47 Unrealized -3.0%
UGI UGI Corp 0.0%
Value ($000) $269 Shares 6,500 Est. Cost $26.32 Unrealized +2.4%
HRB H R Block Inc 0.0%
Value ($000) $261 Shares 9,000 Est. Cost $18.18 Unrealized +1.0%
Eaton Corp 0.0%
Value ($000) $259 Shares 3,409 Est. Cost $65.88 Unrealized
QEP Resources 0.0%
Value ($000) $257 Shares 8,400 Est. Cost $27.75 Unrealized
DirectTV 0.0%
Value ($000) $255 Shares 3,689 Est. Cost $61.53 Unrealized
Mastercard Cl A 0.0%
Value ($000) $251 Shares 300 Est. Cost $836.67 Unrealized
IYW iShares Tr Dow Jones Tech Sec 0.0%
Value ($000) $248 Shares 2,800 Est. Cost $73.57 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $243 Shares 1,725 Est. Cost $96.30 Unrealized 0.0%
EQT Corp 0.0%
Value ($000) $238 Shares 2,650 Est. Cost $79.47 Unrealized
Cyberonics Inc 0.0%
Value ($000) $236 Shares 3,600 Est. Cost $65.56 Unrealized
CTSH Cognizant Corp 0.0%
Value ($000) $233 Shares 2,303 Est. Cost $40.38 Unrealized 0.0%
Dun & Bradstreet Corp. 0.0%
Value ($000) $233 Shares 1,902 Est. Cost $122.50 Unrealized
IVV iShares S&P 500 Index Fund 0.0%
Value ($000) $225 Shares 1,212 Est. Cost $169.14 Unrealized
SYY Sysco 0.0%
Value ($000) $215 Shares 5,950 Est. Cost $24.38 Unrealized 0.0%
AVY Avery Dennison Corp 0.0%
Value ($000) $213 Shares 4,250 Est. Cost $37.09 Unrealized 0.0%
LDOS Leidos Holdings 0.0%
Value ($000) $210 Shares 4,525 Est. Cost $26.62 Unrealized 0.0%
BAX Baxter Intl 0.0%
Value ($000) $209 Shares 3,000 Est. Cost $29.22 Unrealized 0.0%
Time Warner Cable 0.0%
Value ($000) $203 Shares 1,500 Est. Cost $135.33 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $202 Shares 1,925 Est. Cost $64.45 Unrealized 0.0%
Cellular Dynamics Internationa 0.0%
Value ($000) $181 Shares 10,950 Est. Cost $16.53 Unrealized
BAC Bank of America 0.0%
Value ($000) $160 Shares 10,252 Est. Cost $10.05 Unrealized +16.3%
Novabay Pharmaceuticals 0.0%
Value ($000) $22 Shares 17,500 Est. Cost $1.26 Unrealized
VSPC Viaspace Inc. 0.0%
Value ($000) $3 Shares 193,750 Est. Cost $0.01 Unrealized -8.3%
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