BOSTON FAMILY OFFICE LLC Diversified Active

CIK: 0001039807 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 12, 2014

Total Value ($000): $752,744 (100.0% shares, 0.0% debt)

Holdings (258)

VWO Vanguard FTSE Emerging Mkts 3.1%
Value ($000) $22,999 Shares 566,758 Est. Cost $38.90 Unrealized
XOM Exxon Mobil Corp 2.5%
Value ($000) $19,007 Shares 194,580 Est. Cost $53.69 Unrealized +8.2%
SPY SPDR S&P 500 2.4%
Value ($000) $18,279 Shares 97,742 Est. Cost $160.42 Unrealized
JNJ Johnson & Johnson 2.4%
Value ($000) $18,098 Shares 184,239 Est. Cost $59.66 Unrealized +11.7%
GILD Gilead Sciences Inc 1.9%
Value ($000) $14,654 Shares 206,796 Est. Cost $36.21 Unrealized +50.5%
Stericycle 1.9%
Value ($000) $14,443 Shares 127,121 Est. Cost $110.52 Unrealized
PG Procter & Gamble 1.7%
Value ($000) $12,888 Shares 159,898 Est. Cost $55.00 Unrealized +2.7%
Ansys Inc. 1.7%
Value ($000) $12,857 Shares 166,928 Est. Cost $73.17 Unrealized
Celgene Corp 1.6%
Value ($000) $12,319 Shares 88,242 Est. Cost $116.98 Unrealized
MDY SPDR S&P Midcap 400 1.6%
Value ($000) $12,143 Shares 48,462 Est. Cost $210.26 Unrealized
GIS General Mills Inc 1.6%
Value ($000) $11,935 Shares 230,316 Est. Cost $31.98 Unrealized +3.1%
SLB Schlumberger Ltd 1.6%
Value ($000) $11,781 Shares 120,833 Est. Cost $53.08 Unrealized +23.4%
ORCL Oracle Systems Corp 1.5%
Value ($000) $11,478 Shares 280,565 Est. Cost $27.58 Unrealized +15.9%
NSRGY Nestle SA-spons ADR 1.5%
Value ($000) $10,940 Shares 145,445 Est. Cost $65.78 Unrealized
ROK Rockwell Automation 1.4%
Value ($000) $10,907 Shares 87,568 Est. Cost $68.87 Unrealized +36.2%
UNP Union Pacific Corp 1.4%
Value ($000) $10,534 Shares 56,134 Est. Cost $57.15 Unrealized +19.5%
IJR iShares S&P SmallCap 600 Index 1.4%
Value ($000) $10,366 Shares 94,117 Est. Cost $90.31 Unrealized
ATR AptarGroup Inc 1.3%
Value ($000) $9,949 Shares 150,512 Est. Cost $46.93 Unrealized +17.2%
AAPL Apple Inc. 1.3%
Value ($000) $9,829 Shares 18,312 Est. Cost $13.27 Unrealized +25.0%
TDC Teradata 1.3%
Value ($000) $9,536 Shares 193,857 Est. Cost $53.27 Unrealized -15.4%
United Technologies 1.3%
Value ($000) $9,446 Shares 80,849 Est. Cost $92.94 Unrealized
MRSH Marsh & McLennan Cos 1.2%
Value ($000) $9,213 Shares 186,874 Est. Cost $31.19 Unrealized +24.4%
BRK/B Berkshire Hathaway Inc Cl B 1.2%
Value ($000) $9,185 Shares 73,499 Est. Cost $112.02 Unrealized +4.3%
General Electric Co 1.2%
Value ($000) $9,089 Shares 351,070 Est. Cost $23.19 Unrealized
Monsanto 1.2%
Value ($000) $8,702 Shares 76,490 Est. Cost $98.81 Unrealized
AMT American Tower Corporation 1.1%
Value ($000) $8,238 Shares 100,623 Est. Cost $59.51 Unrealized +3.5%
PEP Pepsico 1.0%
Value ($000) $7,863 Shares 94,172 Est. Cost $56.00 Unrealized +1.5%
AFL Aflac Corp 1.0%
Value ($000) $7,778 Shares 123,387 Est. Cost $20.11 Unrealized +19.3%
Praxair 1.0%
Value ($000) $7,513 Shares 57,365 Est. Cost $115.16 Unrealized
MIDD Middleby 1.0%
Value ($000) $7,274 Shares 27,530 Est. Cost $60.13 Unrealized +45.1%
Plum Creek Timber 0.9%
Value ($000) $7,148 Shares 170,037 Est. Cost $46.67 Unrealized
Golar LNG Ltd 0.9%
Value ($000) $7,061 Shares 169,358 Est. Cost $32.26 Unrealized
IBM International Business Machine 0.9%
Value ($000) $6,713 Shares 34,876 Est. Cost $118.94 Unrealized -8.2%
PH Parker Hannifin 0.9%
Value ($000) $6,659 Shares 55,624 Est. Cost $76.08 Unrealized +29.5%
ECL Ecolab Inc 0.9%
Value ($000) $6,655 Shares 61,624 Est. Cost $74.10 Unrealized +24.0%
MCD McDonald's Corp 0.9%
Value ($000) $6,646 Shares 67,795 Est. Cost $71.77 Unrealized -2.1%
NKE Nike Inc Cl B 0.8%
Value ($000) $6,341 Shares 85,846 Est. Cost $26.53 Unrealized +22.7%
TEVA Teva Pharmaceutical 0.8%
Value ($000) $6,023 Shares 113,992 Est. Cost $39.20 Unrealized
ZBRA Zebra Tech Corp Cl A 0.8%
Value ($000) $5,967 Shares 85,971 Est. Cost $45.61 Unrealized +34.4%
VEU Vanguard FTSE All-World Ex-US 0.8%
Value ($000) $5,952 Shares 118,306 Est. Cost $44.27 Unrealized
MRK Merck & Co 0.8%
Value ($000) $5,912 Shares 104,144 Est. Cost $30.02 Unrealized +19.1%
PM Philip Morris International 0.8%
Value ($000) $5,670 Shares 69,262 Est. Cost $49.82 Unrealized -10.2%
FRCB First Republic Bank 0.7%
Value ($000) $5,526 Shares 102,352 Est. Cost $35.36 Unrealized +35.8%
MMM 3M Company 0.7%
Value ($000) $5,514 Shares 40,648 Est. Cost $61.26 Unrealized +24.5%
DLTR Dollar Tree Stores 0.7%
Value ($000) $5,433 Shares 104,121 Est. Cost $49.51 Unrealized +7.5%
SYK Stryker 0.7%
Value ($000) $5,411 Shares 66,415 Est. Cost $56.92 Unrealized +21.3%
DHR Danaher Corp Del Com 0.7%
Value ($000) $5,307 Shares 70,760 Est. Cost $25.01 Unrealized +23.1%
ABBV Abbvie 0.7%
Value ($000) $5,295 Shares 103,018 Est. Cost $26.63 Unrealized +18.3%
NEE NextEra Energy Resources 0.7%
Value ($000) $5,171 Shares 54,081 Est. Cost $14.15 Unrealized +17.1%
CVX Chevron Corp 0.7%
Value ($000) $5,035 Shares 42,346 Est. Cost $71.34 Unrealized -1.4%
VEA Vanguard FTSE Developed Market 0.6%
Value ($000) $4,680 Shares 113,399 Est. Cost $35.60 Unrealized
Du Pont E I De Nemours Co 0.6%
Value ($000) $4,614 Shares 68,770 Est. Cost $52.50 Unrealized
Dentsply International Inc 0.6%
Value ($000) $4,547 Shares 98,769 Est. Cost $40.96 Unrealized
PFE Pfizer 0.6%
Value ($000) $4,444 Shares 138,353 Est. Cost $16.46 Unrealized +10.6%
QCOM Qualcomm 0.6%
Value ($000) $4,372 Shares 55,435 Est. Cost $46.12 Unrealized +17.1%
MSFT Microsoft Corp 0.6%
Value ($000) $4,257 Shares 103,855 Est. Cost $26.70 Unrealized +17.1%
BEN Franklin Resources 0.6%
Value ($000) $4,251 Shares 78,459 Est. Cost $29.22 Unrealized +10.1%
AMZN Amazon.Com Inc 0.6%
Value ($000) $4,222 Shares 12,551 Est. Cost $13.32 Unrealized +39.3%
LECO Lincoln Electric 0.5%
Value ($000) $4,103 Shares 56,981 Est. Cost $55.81 Unrealized +28.5%
BHP BHP Ltd 0.5%
Value ($000) $4,073 Shares 60,095 Est. Cost $57.67 Unrealized
MKC McCormick & Co. Inc 0.5%
Value ($000) $3,987 Shares 55,580 Est. Cost $28.15 Unrealized -4.8%
WAB Wabtec Corp 0.5%
Value ($000) $3,965 Shares 51,155 Est. Cost $49.83 Unrealized +43.9%
ABT Abbott Laboratories 0.5%
Value ($000) $3,957 Shares 102,749 Est. Cost $28.85 Unrealized +6.5%
KO Coca Cola Co 0.5%
Value ($000) $3,940 Shares 101,923 Est. Cost $27.85 Unrealized -4.7%
CSCO Cisco Sys Inc 0.5%
Value ($000) $3,829 Shares 170,818 Est. Cost $15.24 Unrealized +0.4%
Jacobs Engineering Group Inc 0.5%
Value ($000) $3,802 Shares 59,868 Est. Cost $55.14 Unrealized
LKQ LKQ Corp. 0.5%
Value ($000) $3,792 Shares 143,890 Est. Cost $25.55 Unrealized -1.7%
ADP Automatic Data Processing 0.5%
Value ($000) $3,709 Shares 48,005 Est. Cost $45.22 Unrealized +16.0%
CL Colgate Palmolive 0.5%
Value ($000) $3,684 Shares 56,794 Est. Cost $44.45 Unrealized +7.8%
NVS Novartis AG ADR 0.5%
Value ($000) $3,650 Shares 42,936 Est. Cost $70.70 Unrealized
Powershares QQQ 0.5%
Value ($000) $3,436 Shares 39,193 Est. Cost $71.56 Unrealized
CVS CVS/Caremark Corp 0.4%
Value ($000) $3,374 Shares 45,070 Est. Cost $42.73 Unrealized +19.6%
THO Thor Industries 0.4%
Value ($000) $3,288 Shares 53,850 Est. Cost $31.92 Unrealized +38.0%
FCX Freeport McMoRan Copper&Gold C 0.4%
Value ($000) $3,205 Shares 96,912 Est. Cost $24.45 Unrealized +16.4%
LOW Lowe's Companies 0.4%
Value ($000) $3,128 Shares 63,959 Est. Cost $33.36 Unrealized +17.0%
COP ConocoPhillips 0.4%
Value ($000) $3,046 Shares 43,303 Est. Cost $39.96 Unrealized +13.7%
JPM J.P. Morgan Chase & Co. 0.4%
Value ($000) $3,006 Shares 49,518 Est. Cost $36.24 Unrealized +16.1%
TGT Target 0.4%
Value ($000) $2,885 Shares 47,677 Est. Cost $47.95 Unrealized -13.2%
SPDR S&P China ETF 0.4%
Value ($000) $2,849 Shares 39,180 Est. Cost $64.09 Unrealized
Cree 0.4%
Value ($000) $2,799 Shares 49,483 Est. Cost $63.84 Unrealized
MO Altria Group Inc Com 0.4%
Value ($000) $2,778 Shares 74,221 Est. Cost $16.28 Unrealized +5.2%
APD Air Products & Chemicals 0.4%
Value ($000) $2,770 Shares 23,268 Est. Cost $61.55 Unrealized +28.8%
Ensco Plc 0.4%
Value ($000) $2,768 Shares 52,452 Est. Cost $58.13 Unrealized
VZ Verizon Communications 0.4%
Value ($000) $2,745 Shares 57,712 Est. Cost $26.42 Unrealized -2.1%
D Dominion Res Inc VA 0.4%
Value ($000) $2,727 Shares 38,420 Est. Cost $34.53 Unrealized +20.0%
AXP American Express Co 0.4%
Value ($000) $2,697 Shares 29,960 Est. Cost $59.62 Unrealized +26.6%
Google Inc CL A 0.4%
Value ($000) $2,682 Shares 2,406 Est. Cost $994.42 Unrealized
NVO Novo Nordisk A/S ADR 0.3%
Value ($000) $2,510 Shares 54,990 Est. Cost $67.75 Unrealized
THD iShares MSCI Thailand Capped I 0.3%
Value ($000) $2,442 Shares 33,591 Est. Cost $74.30 Unrealized
AKAM Akamai Technologies Inc 0.3%
Value ($000) $2,426 Shares 41,671 Est. Cost $41.97 Unrealized +31.6%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $2,420 Shares 46,590 Est. Cost $28.67 Unrealized +25.3%
McGraw Hill 0.3%
Value ($000) $2,368 Shares 31,030 Est. Cost $53.17 Unrealized
TMO Thermo Fisher Scientific 0.3%
Value ($000) $2,298 Shares 19,110 Est. Cost $80.26 Unrealized +42.6%
DEO Diageo PLC ADR 0.3%
Value ($000) $2,279 Shares 18,292 Est. Cost $114.96 Unrealized
Meridian Biosciences 0.3%
Value ($000) $2,268 Shares 104,105 Est. Cost $21.57 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $2,255 Shares 23,208 Est. Cost $57.67 Unrealized +23.8%
INTC Intel Corp 0.3%
Value ($000) $2,249 Shares 87,108 Est. Cost $17.18 Unrealized +8.7%
Vodafone Group PLC (new) 0.3%
Value ($000) $2,129 Shares 57,835 Est. Cost $36.81 Unrealized
EBAY Ebay 0.3%
Value ($000) $2,042 Shares 36,973 Est. Cost $20.07 Unrealized +3.0%
Kellogg Co 0.3%
Value ($000) $2,021 Shares 32,235 Est. Cost $38.95 Unrealized -3.6%
WFC Wells Fargo Company 0.3%
Value ($000) $1,979 Shares 39,784 Est. Cost $27.36 Unrealized +22.1%
SHW Sherwin Williams 0.3%
Value ($000) $1,965 Shares 9,970 Est. Cost $53.48 Unrealized +7.8%
Royal Dutch Shell PLC ADR A 0.3%
Value ($000) $1,944 Shares 26,609 Est. Cost $63.81 Unrealized
RPM RPM 0.3%
Value ($000) $1,926 Shares 46,025 Est. Cost $32.67 Unrealized +26.2%
Anadarko Petroleum 0.2%
Value ($000) $1,822 Shares 21,499 Est. Cost $85.91 Unrealized
IWC iShares Russell Microcap Index 0.2%
Value ($000) $1,785 Shares 23,090 Est. Cost $73.08 Unrealized
Hubbell Inc Cl B 0.2%
Value ($000) $1,782 Shares 14,870 Est. Cost $99.00 Unrealized
Chubb Corp 0.2%
Value ($000) $1,777 Shares 19,900 Est. Cost $84.74 Unrealized
FDX FedEx Corp. 0.2%
Value ($000) $1,776 Shares 13,395 Est. Cost $81.95 Unrealized +40.5%
DIS Disney Walt Co. 0.2%
Value ($000) $1,747 Shares 21,817 Est. Cost $57.29 Unrealized +21.6%
T AT&T 0.2%
Value ($000) $1,731 Shares 49,357 Est. Cost $11.36 Unrealized -4.5%
AL Air Lease 0.2%
Value ($000) $1,668 Shares 44,725 Est. Cost $28.82 Unrealized 0.0%
Express Scripts Holdings 0.2%
Value ($000) $1,654 Shares 22,026 Est. Cost $61.94 Unrealized
NEOG Neogen 0.2%
Value ($000) $1,625 Shares 36,159 Est. Cost $14.55 Unrealized +12.3%
National Oilwell Varco 0.2%
Value ($000) $1,604 Shares 20,593 Est. Cost $77.89 Unrealized
GLW Corning Inc 0.2%
Value ($000) $1,604 Shares 77,025 Est. Cost $10.97 Unrealized +26.0%
MDLZ Mondelez International W/I 0.2%
Value ($000) $1,573 Shares 45,531 Est. Cost $23.16 Unrealized +13.8%
Kinder Morgan Energy Partners 0.2%
Value ($000) $1,562 Shares 21,117 Est. Cost $85.39 Unrealized
Covidien PLC 0.2%
Value ($000) $1,464 Shares 19,873 Est. Cost $62.85 Unrealized
ROP Roper Industries 0.2%
Value ($000) $1,457 Shares 10,915 Est. Cost $113.55 Unrealized +11.6%
Seagate Technology 0.2%
Value ($000) $1,435 Shares 25,550 Est. Cost $45.08 Unrealized
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,434 Shares 13,010 Est. Cost $63.06 Unrealized +10.0%
Spectra Energy 0.2%
Value ($000) $1,412 Shares 38,218 Est. Cost $34.52 Unrealized
YUM Yum Brands Inc 0.2%
Value ($000) $1,411 Shares 18,722 Est. Cost $38.97 Unrealized +7.9%
EMR Emerson Electric Co 0.2%
Value ($000) $1,354 Shares 20,275 Est. Cost $40.27 Unrealized +18.7%
BKU BankUnited, Inc. 0.2%
Value ($000) $1,335 Shares 38,395 Est. Cost $17.57 Unrealized +31.0%
HON Honeywell International Inc 0.2%
Value ($000) $1,317 Shares 14,199 Est. Cost $53.55 Unrealized +20.8%
HD Home Depot Inc 0.2%
Value ($000) $1,310 Shares 16,557 Est. Cost $56.05 Unrealized +7.5%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,304 Shares 31,792 Est. Cost $38.78 Unrealized
SSNC SS&C Technologies Holdings 0.2%
Value ($000) $1,288 Shares 32,175 Est. Cost $15.56 Unrealized +32.0%
NTRS Northern Tr Corp 0.2%
Value ($000) $1,287 Shares 19,625 Est. Cost $40.35 Unrealized +12.9%
Walgreen Co 0.2%
Value ($000) $1,269 Shares 19,225 Est. Cost $45.88 Unrealized
PSX Phillips 66 0.2%
Value ($000) $1,241 Shares 16,109 Est. Cost $40.44 Unrealized +23.2%
CLX Clorox Co 0.2%
Value ($000) $1,188 Shares 13,499 Est. Cost $60.38 Unrealized +3.8%
CPB Campbell Soup Co 0.2%
Value ($000) $1,166 Shares 25,975 Est. Cost $30.72 Unrealized -3.3%
Allergan Inc 0.2%
Value ($000) $1,135 Shares 9,148 Est. Cost $96.92 Unrealized
Avon Prods Inc 0.1%
Value ($000) $1,128 Shares 77,017 Est. Cost $21.03 Unrealized
UNFI United Natural Foods Co 0.1%
Value ($000) $1,119 Shares 15,775 Est. Cost $51.91 Unrealized +37.3%
FSLR First Solar Inc 0.1%
Value ($000) $1,103 Shares 15,800 Est. Cost $44.50 Unrealized +25.3%
EWA iShares MSCI Australia Index 0.1%
Value ($000) $1,083 Shares 41,866 Est. Cost $22.58 Unrealized
Pall 0.1%
Value ($000) $1,065 Shares 11,900 Est. Cost $66.44 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $1,058 Shares 8,575 Est. Cost $73.34 Unrealized +18.5%
Sigma Aldrich 0.1%
Value ($000) $1,044 Shares 11,185 Est. Cost $80.44 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $1,036 Shares 18,100 Est. Cost $55.53 Unrealized
The Fresh Market Inc 0.1%
Value ($000) $1,011 Shares 30,100 Est. Cost $33.59 Unrealized
Apache Corp 0.1%
Value ($000) $1,010 Shares 12,170 Est. Cost $83.81 Unrealized
KEWL Keweenaw Land Association Ltd 0.1%
Value ($000) $994 Shares 12,310 Est. Cost $10.65 Unrealized +10.2%
DE Deere & Co 0.1%
Value ($000) $985 Shares 10,845 Est. Cost $68.04 Unrealized +3.0%
GPC Genuine Parts Co 0.1%
Value ($000) $983 Shares 11,316 Est. Cost $54.12 Unrealized +11.0%
VV Vanguard Large Cap 0.1%
Value ($000) $971 Shares 11,291 Est. Cost $73.53 Unrealized
SCL Stepan Company 0.1%
Value ($000) $969 Shares 15,016 Est. Cost $56.93 Unrealized +10.2%
VXF Vanguard Extended Market 0.1%
Value ($000) $960 Shares 11,292 Est. Cost $69.85 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $959 Shares 13,035 Est. Cost $67.91 Unrealized
Northeast Utilities 0.1%
Value ($000) $950 Shares 20,873 Est. Cost $42.02 Unrealized
STWD Starwood Property Trust 0.1%
Value ($000) $944 Shares 40,029 Est. Cost $24.69 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $916 Shares 4,245 Est. Cost $40.36 Unrealized +26.7%
Kinder Morgan 0.1%
Value ($000) $911 Shares 28,052 Est. Cost $37.96 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $906 Shares 11,145 Est. Cost $49.85 Unrealized +22.9%
BDX Becton Dickinson 0.1%
Value ($000) $904 Shares 7,725 Est. Cost $78.11 Unrealized +17.0%
ILMN Illumina 0.1%
Value ($000) $895 Shares 6,020 Est. Cost $73.89 Unrealized +98.9%
Glaxo Smithkline Plc Spons ADR 0.1%
Value ($000) $855 Shares 16,005 Est. Cost $49.99 Unrealized
IVE iShares S&P 500 Value Index Fu 0.1%
Value ($000) $834 Shares 9,600 Est. Cost $75.73 Unrealized
Forest Labs Inc Com 0.1%
Value ($000) $820 Shares 8,890 Est. Cost $40.94 Unrealized
Whole Foods Mkt Inc 0.1%
Value ($000) $781 Shares 15,400 Est. Cost $51.45 Unrealized
Comcast Corp CL A Spl 0.1%
Value ($000) $775 Shares 15,900 Est. Cost $39.69 Unrealized
IWM iShares Russell 2000 Index Fun 0.1%
Value ($000) $767 Shares 6,596 Est. Cost $96.97 Unrealized
BUD Anheuser Busch 0.1%
Value ($000) $765 Shares 7,265 Est. Cost $90.21 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $749 Shares 4 Est. Cost $165023.42 Unrealized +6.4%
NUE Nucor Corp. 0.1%
Value ($000) $739 Shares 14,625 Est. Cost $32.44 Unrealized +15.6%
Kraft Foods Group 0.1%
Value ($000) $731 Shares 13,032 Est. Cost $55.87 Unrealized
GNC 0.1%
Value ($000) $725 Shares 16,470 Est. Cost $47.84 Unrealized
Raytheon 0.1%
Value ($000) $712 Shares 7,211 Est. Cost $66.12 Unrealized
WPP Plc 0.1%
Value ($000) $674 Shares 6,540 Est. Cost $99.76 Unrealized
BP BP PLC 0.1%
Value ($000) $674 Shares 14,012 Est. Cost $41.73 Unrealized
IWO iShares Russell 2000 Grow 0.1%
Value ($000) $673 Shares 4,950 Est. Cost $111.52 Unrealized
SWK Stanley Black & Decker 0.1%
Value ($000) $668 Shares 8,228 Est. Cost $57.38 Unrealized +3.5%
Atwood Oceanics Inc 0.1%
Value ($000) $659 Shares 13,070 Est. Cost $50.42 Unrealized
IDXX Idexx Labs Inc 0.1%
Value ($000) $657 Shares 5,411 Est. Cost $44.11 Unrealized +35.1%
OXY Occidental Petroleum 0.1%
Value ($000) $656 Shares 6,881 Est. Cost $57.83 Unrealized +8.0%
Kinder Morgan Management LLC 0.1%
Value ($000) $656 Shares 9,149 Est. Cost $79.33 Unrealized
Netapp 0.1%
Value ($000) $652 Shares 17,675 Est. Cost $37.79 Unrealized
STT State Street 0.1%
Value ($000) $648 Shares 9,317 Est. Cost $44.60 Unrealized +12.5%
LLY Lilly Eli & Co 0.1%
Value ($000) $630 Shares 10,705 Est. Cost $42.21 Unrealized +5.5%
Quintiles Transnational Holdin 0.1%
Value ($000) $628 Shares 12,375 Est. Cost $50.75 Unrealized
Cellular Dynamics Internationa 0.1%
Value ($000) $627 Shares 41,980 Est. Cost $15.35 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $590 Shares 6,933 Est. Cost $64.02 Unrealized +0.9%
HAL Halliburton Co 0.1%
Value ($000) $589 Shares 10,000 Est. Cost $33.21 Unrealized +28.8%
FAST Fastenal Co 0.1%
Value ($000) $569 Shares 11,540 Est. Cost $8.60 Unrealized -0.3%
Total S A Sponsored ADR 0.1%
Value ($000) $561 Shares 8,548 Est. Cost $48.67 Unrealized
E M C Corp 0.1%
Value ($000) $546 Shares 19,918 Est. Cost $23.71 Unrealized
F Ford Motor 0.1%
Value ($000) $539 Shares 34,550 Est. Cost $7.61 Unrealized +10.1%
WM Waste Management 0.1%
Value ($000) $536 Shares 12,750 Est. Cost $30.75 Unrealized +6.5%
VNQ Vanguard REIT ETF 0.1%
Value ($000) $529 Shares 7,494 Est. Cost $68.67 Unrealized
LNC Lincoln Natl Corp 0.1%
Value ($000) $521 Shares 10,276 Est. Cost $22.50 Unrealized +48.7%
VO Vanguard Mid-Cap 0.1%
Value ($000) $518 Shares 4,557 Est. Cost $95.24 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $493 Shares 6,445 Est. Cost $19.98 Unrealized -0.4%
VTI Vanguard Total Stock 0.1%
Value ($000) $491 Shares 5,035 Est. Cost $82.61 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $491 Shares 13,900 Est. Cost $21.22 Unrealized +16.7%
DVN Devon Energy Corp 0.1%
Value ($000) $486 Shares 7,258 Est. Cost $37.08 Unrealized +12.4%
VB Vanguard Small Cap 0.1%
Value ($000) $486 Shares 4,306 Est. Cost $97.04 Unrealized
Verifone Systems 0.1%
Value ($000) $468 Shares 13,825 Est. Cost $17.28 Unrealized
Navios Maritime Partners 0.1%
Value ($000) $466 Shares 23,900 Est. Cost $14.47 Unrealized
America Movil S.A.B. DE C.V. 0.1%
Value ($000) $464 Shares 23,335 Est. Cost $21.75 Unrealized
Bard 0.1%
Value ($000) $462 Shares 3,125 Est. Cost $108.99 Unrealized
MSA MSA Safety 0.1%
Value ($000) $456 Shares 8,000 Est. Cost $52.42 Unrealized 0.0%
PPG PPG Industries 0.1%
Value ($000) $444 Shares 2,296 Est. Cost $60.79 Unrealized +27.0%
Allscripts Healthcare Solution 0.1%
Value ($000) $437 Shares 24,225 Est. Cost $13.06 Unrealized
BWA Borg Warner 0.1%
Value ($000) $436 Shares 7,100 Est. Cost $34.18 Unrealized +25.8%
XLI Industrial Select Sector Fund 0.1%
Value ($000) $434 Shares 8,300 Est. Cost $42.62 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $411 Shares 5,467 Est. Cost $68.05 Unrealized
DOV Dover Corp 0.1%
Value ($000) $403 Shares 4,932 Est. Cost $39.99 Unrealized +25.8%
Time Warner Inc 0.1%
Value ($000) $400 Shares 6,125 Est. Cost $58.00 Unrealized
PNC PNC Financial Services 0.1%
Value ($000) $400 Shares 4,600 Est. Cost $47.34 Unrealized +20.0%
IWR iShares Russell Midcap Index 0.1%
Value ($000) $394 Shares 2,544 Est. Cost $129.72 Unrealized
Johnson Ctls. 0.1%
Value ($000) $390 Shares 8,244 Est. Cost $43.43 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $372 Shares 6,577 Est. Cost $37.12 Unrealized +11.9%
COST Costco Companies Inc 0.0%
Value ($000) $371 Shares 3,325 Est. Cost $86.56 Unrealized +5.5%
EXPD Expeditors Intl Wash 0.0%
Value ($000) $364 Shares 9,175 Est. Cost $31.69 Unrealized +10.8%
Nielsen Holdings B.V. 0.0%
Value ($000) $358 Shares 8,025 Est. Cost $44.61 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $350 Shares 8,170 Est. Cost $40.57 Unrealized
Allegion Plc 0.0%
Value ($000) $346 Shares 6,633 Est. Cost $43.27 Unrealized
GM General Motors Corp 0.0%
Value ($000) $344 Shares 10,000 Est. Cost $23.62 Unrealized +16.1%
NYT New York Times 0.0%
Value ($000) $342 Shares 20,000 Est. Cost $8.72 Unrealized +58.0%
BAC Bank of America 0.0%
Value ($000) $321 Shares 18,679 Est. Cost $11.49 Unrealized +15.3%
St. Jude Medical 0.0%
Value ($000) $314 Shares 4,800 Est. Cost $45.63 Unrealized
IJH iShares Core S&P Mid-Cap 0.0%
Value ($000) $312 Shares 2,266 Est. Cost $117.25 Unrealized
ACN Accenture Ltd. 0.0%
Value ($000) $298 Shares 3,742 Est. Cost $63.84 Unrealized +4.8%
Duke Energy Corp 0.0%
Value ($000) $283 Shares 3,977 Est. Cost $67.49 Unrealized
Coherent Inc 0.0%
Value ($000) $281 Shares 4,300 Est. Cost $55.12 Unrealized
UGI UGI Corp 0.0%
Value ($000) $278 Shares 6,100 Est. Cost $26.32 Unrealized +9.4%
CMI Cummins Inc 0.0%
Value ($000) $276 Shares 1,850 Est. Cost $96.63 Unrealized +4.8%
Verisk Analytics, Inc 0.0%
Value ($000) $275 Shares 4,590 Est. Cost $60.21 Unrealized
HRB H R Block Inc 0.0%
Value ($000) $272 Shares 9,000 Est. Cost $18.18 Unrealized +7.5%
Syntel Inc. 0.0%
Value ($000) $271 Shares 3,020 Est. Cost $89.74 Unrealized
DirectTV 0.0%
Value ($000) $270 Shares 3,539 Est. Cost $61.53 Unrealized
ICUI Icu Med Inc 0.0%
Value ($000) $269 Shares 4,500 Est. Cost $66.13 Unrealized -6.8%
EWG iShares MSCI Germany Index Fun 0.0%
Value ($000) $268 Shares 8,563 Est. Cost $24.69 Unrealized
Mastercard Cl A 0.0%
Value ($000) $261 Shares 3,500 Est. Cost $139.89 Unrealized
EQT Corp 0.0%
Value ($000) $257 Shares 2,650 Est. Cost $79.47 Unrealized
Eaton Corp 0.0%
Value ($000) $256 Shares 3,409 Est. Cost $65.88 Unrealized
IYW iShares Tr Dow Jones Tech Sec 0.0%
Value ($000) $255 Shares 2,800 Est. Cost $73.57 Unrealized
FXI iShares FTSE China Large Cap E 0.0%
Value ($000) $246 Shares 6,875 Est. Cost $32.51 Unrealized
CHD Church & Dwight Inc. 0.0%
Value ($000) $246 Shares 3,555 Est. Cost $28.19 Unrealized 0.0%
Cyberonics Inc 0.0%
Value ($000) $235 Shares 3,600 Est. Cost $65.56 Unrealized
CTSH Cognizant Corp 0.0%
Value ($000) $233 Shares 4,606 Est. Cost $42.34 Unrealized +4.6%
IVV iShares S&P 500 Index Fund 0.0%
Value ($000) $228 Shares 1,212 Est. Cost $169.14 Unrealized
SWKS Skyworks Solutions 0.0%
Value ($000) $227 Shares 6,050 Est. Cost $26.27 Unrealized 0.0%
BAX Baxter Intl 0.0%
Value ($000) $221 Shares 3,000 Est. Cost $29.22 Unrealized +3.8%
CMCSA Comcast Corp CL A 0.0%
Value ($000) $215 Shares 4,305 Est. Cost $15.62 Unrealized +27.8%
AVY Avery Dennison Corp 0.0%
Value ($000) $215 Shares 4,250 Est. Cost $37.09 Unrealized +6.6%
SYY Sysco 0.0%
Value ($000) $215 Shares 5,950 Est. Cost $24.38 Unrealized +7.1%
Linear Technology Corp. 0.0%
Value ($000) $213 Shares 4,365 Est. Cost $48.80 Unrealized
Time Warner Cable 0.0%
Value ($000) $206 Shares 1,500 Est. Cost $135.33 Unrealized
IEUS iShares Developed Small Cap Ex 0.0%
Value ($000) $205 Shares 4,400 Est. Cost $46.59 Unrealized
CLNE Clean Energy Fuels Corp 0.0%
Value ($000) $103 Shares 11,550 Est. Cost $10.39 Unrealized 0.0%
Novabay Pharmaceuticals 0.0%
Value ($000) $20 Shares 17,500 Est. Cost $1.26 Unrealized
VSPC Viaspace Inc. 0.0%
Value ($000) $2 Shares 193,750 Est. Cost $0.01 Unrealized -19.1%
Hypertension Diagnostics Inc. 0.0%
Value ($000) $0 Shares 36,000 Est. Cost $0.03 Unrealized