BOSTON FAMILY OFFICE LLC Diversified Active

CIK: 0001039807 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 31, 2014

Total Value ($000): $777,068 (100.0% shares, 0.0% debt)

Holdings (258)

VWO Vanguard FTSE Emerging Mkts 3.0%
Value ($000) $23,341 Shares 559,611 Est. Cost $38.90 Unrealized
GILD Gilead Sciences Inc 2.8%
Value ($000) $21,680 Shares 203,663 Est. Cost $36.21 Unrealized +87.9%
JNJ Johnson & Johnson 2.5%
Value ($000) $19,603 Shares 183,906 Est. Cost $59.66 Unrealized +26.7%
SPY SPDR S&P 500 2.5%
Value ($000) $19,151 Shares 97,201 Est. Cost $160.42 Unrealized
XOM Exxon Mobil Corp 2.3%
Value ($000) $17,854 Shares 189,838 Est. Cost $53.69 Unrealized +14.6%
Celgene Corp 2.1%
Value ($000) $16,164 Shares 170,543 Est. Cost $101.79 Unrealized
Stericycle 1.9%
Value ($000) $15,052 Shares 129,138 Est. Cost $110.66 Unrealized
PG Procter & Gamble 1.7%
Value ($000) $13,096 Shares 156,383 Est. Cost $55.00 Unrealized +8.6%
Ansys Inc. 1.6%
Value ($000) $12,690 Shares 167,699 Est. Cost $73.17 Unrealized
AAPL Apple Inc. 1.6%
Value ($000) $12,366 Shares 122,740 Est. Cost $17.87 Unrealized +21.0%
MDY SPDR S&P Midcap 400 1.6%
Value ($000) $12,302 Shares 49,343 Est. Cost $211.05 Unrealized
SLB Schlumberger Ltd 1.6%
Value ($000) $12,178 Shares 119,758 Est. Cost $53.08 Unrealized +49.7%
UNP Union Pacific Corp 1.6%
Value ($000) $12,164 Shares 112,197 Est. Cost $65.98 Unrealized +21.7%
GIS General Mills Inc 1.5%
Value ($000) $11,545 Shares 228,841 Est. Cost $31.98 Unrealized +10.9%
NSRGY Nestle SA-spons ADR 1.4%
Value ($000) $10,492 Shares 142,501 Est. Cost $65.78 Unrealized
ORCL Oracle Systems Corp 1.3%
Value ($000) $10,485 Shares 273,896 Est. Cost $27.58 Unrealized +24.0%
MIDD Middleby 1.3%
Value ($000) $10,310 Shares 116,985 Est. Cost $77.11 Unrealized +7.4%
IJR iShares S&P SmallCap 600 Index 1.3%
Value ($000) $10,032 Shares 96,180 Est. Cost $90.60 Unrealized
ROK Rockwell Automation 1.3%
Value ($000) $10,003 Shares 91,033 Est. Cost $69.79 Unrealized +34.4%
MRSH Marsh & McLennan Cos 1.3%
Value ($000) $9,723 Shares 185,764 Est. Cost $31.19 Unrealized +37.0%
BRK/B Berkshire Hathaway Inc Cl B 1.2%
Value ($000) $9,628 Shares 69,696 Est. Cost $112.02 Unrealized +18.9%
AMT American Tower Corporation 1.2%
Value ($000) $9,421 Shares 100,622 Est. Cost $59.65 Unrealized +21.6%
General Electric Co 1.2%
Value ($000) $8,985 Shares 350,695 Est. Cost $23.19 Unrealized
ATR AptarGroup Inc 1.2%
Value ($000) $8,972 Shares 147,801 Est. Cost $46.93 Unrealized +15.4%
Golar LNG Ltd 1.1%
Value ($000) $8,858 Shares 133,399 Est. Cost $32.26 Unrealized
PEP Pepsico 1.1%
Value ($000) $8,646 Shares 92,881 Est. Cost $56.00 Unrealized +15.9%
Monsanto 1.1%
Value ($000) $8,320 Shares 73,945 Est. Cost $98.81 Unrealized
United Technologies 1.1%
Value ($000) $8,314 Shares 78,731 Est. Cost $92.94 Unrealized
TDC Teradata 1.0%
Value ($000) $8,073 Shares 192,572 Est. Cost $53.27 Unrealized -19.2%
NKE Nike Inc Cl B 1.0%
Value ($000) $7,448 Shares 83,497 Est. Cost $26.53 Unrealized +29.6%
ECL Ecolab Inc 0.9%
Value ($000) $7,281 Shares 63,410 Est. Cost $74.60 Unrealized +33.1%
Praxair 0.9%
Value ($000) $7,262 Shares 56,293 Est. Cost $115.16 Unrealized
AFL Aflac Corp 0.9%
Value ($000) $6,998 Shares 120,142 Est. Cost $20.11 Unrealized +15.6%
IBM International Business Machine 0.9%
Value ($000) $6,715 Shares 35,374 Est. Cost $118.82 Unrealized -3.8%
PH Parker Hannifin 0.8%
Value ($000) $6,349 Shares 55,624 Est. Cost $76.08 Unrealized +28.1%
MRK Merck & Co 0.8%
Value ($000) $6,127 Shares 103,357 Est. Cost $30.02 Unrealized +31.2%
MCD McDonald's Corp 0.8%
Value ($000) $6,056 Shares 63,871 Est. Cost $71.77 Unrealized -0.7%
Plum Creek Timber 0.8%
Value ($000) $6,019 Shares 154,293 Est. Cost $46.67 Unrealized
TEVA Teva Pharmaceutical 0.8%
Value ($000) $5,995 Shares 111,526 Est. Cost $39.20 Unrealized
ZBRA Zebra Tech Corp Cl A 0.8%
Value ($000) $5,867 Shares 82,670 Est. Cost $45.61 Unrealized +71.0%
DLTR Dollar Tree Stores 0.7%
Value ($000) $5,817 Shares 103,750 Est. Cost $49.51 Unrealized +11.3%
PM Philip Morris International 0.7%
Value ($000) $5,748 Shares 68,922 Est. Cost $49.82 Unrealized -3.9%
MMM 3M Company 0.7%
Value ($000) $5,685 Shares 40,128 Est. Cost $61.26 Unrealized +36.3%
VEU Vanguard FTSE All-World Ex-US 0.7%
Value ($000) $5,681 Shares 115,375 Est. Cost $44.27 Unrealized
ABBV Abbvie 0.7%
Value ($000) $5,571 Shares 96,449 Est. Cost $26.82 Unrealized +31.2%
SYK Stryker 0.7%
Value ($000) $5,403 Shares 66,905 Est. Cost $56.92 Unrealized +26.4%
DHR Danaher Corp Del Com 0.7%
Value ($000) $5,402 Shares 71,094 Est. Cost $25.01 Unrealized +24.6%
FRCB First Republic Bank 0.7%
Value ($000) $5,206 Shares 105,427 Est. Cost $35.73 Unrealized +28.4%
NEE NextEra Energy Resources 0.7%
Value ($000) $5,110 Shares 54,431 Est. Cost $14.15 Unrealized +26.7%
CVX Chevron Corp 0.6%
Value ($000) $5,008 Shares 41,973 Est. Cost $71.34 Unrealized +10.1%
MSFT Microsoft Corp 0.6%
Value ($000) $4,985 Shares 107,537 Est. Cost $26.97 Unrealized +39.6%
Du Pont E I De Nemours Co 0.6%
Value ($000) $4,943 Shares 68,877 Est. Cost $52.81 Unrealized
VEA Vanguard FTSE Developed Market 0.6%
Value ($000) $4,540 Shares 114,204 Est. Cost $35.60 Unrealized
VZ Verizon Communications 0.6%
Value ($000) $4,509 Shares 90,196 Est. Cost $26.88 Unrealized +3.4%
ABT Abbott Laboratories 0.6%
Value ($000) $4,331 Shares 104,125 Est. Cost $28.89 Unrealized +18.1%
Dentsply International Inc 0.6%
Value ($000) $4,316 Shares 94,659 Est. Cost $40.96 Unrealized
NVS Novartis AG ADR 0.5%
Value ($000) $4,261 Shares 45,266 Est. Cost $71.72 Unrealized
KO Coca Cola Co 0.5%
Value ($000) $4,252 Shares 99,683 Est. Cost $27.85 Unrealized +3.6%
Powershares QQQ 0.5%
Value ($000) $4,229 Shares 42,803 Est. Cost $73.67 Unrealized
LKQ LKQ Corp. 0.5%
Value ($000) $4,210 Shares 158,335 Est. Cost $25.48 Unrealized -5.2%
WAB Wabtec Corp 0.5%
Value ($000) $4,197 Shares 51,785 Est. Cost $49.83 Unrealized +55.6%
QCOM Qualcomm 0.5%
Value ($000) $4,185 Shares 55,975 Est. Cost $46.12 Unrealized +20.2%
PFE Pfizer 0.5%
Value ($000) $4,169 Shares 140,979 Est. Cost $16.49 Unrealized +5.8%
BEN Franklin Resources 0.5%
Value ($000) $4,165 Shares 76,270 Est. Cost $29.22 Unrealized +15.0%
AL Air Lease 0.5%
Value ($000) $4,159 Shares 127,969 Est. Cost $31.22 Unrealized -0.5%
ADP Automatic Data Processing 0.5%
Value ($000) $3,961 Shares 47,680 Est. Cost $45.22 Unrealized +24.4%
CL Colgate Palmolive 0.5%
Value ($000) $3,955 Shares 60,644 Est. Cost $44.81 Unrealized +13.1%
LECO Lincoln Electric 0.5%
Value ($000) $3,807 Shares 55,073 Est. Cost $55.81 Unrealized +24.7%
MKC McCormick & Co. Inc 0.5%
Value ($000) $3,750 Shares 56,060 Est. Cost $28.15 Unrealized -1.7%
CVS CVS Health Corporation 0.5%
Value ($000) $3,750 Shares 47,121 Est. Cost $43.20 Unrealized +33.0%
AMZN Amazon.Com Inc 0.5%
Value ($000) $3,710 Shares 11,506 Est. Cost $13.32 Unrealized +24.9%
CSCO Cisco Sys Inc 0.5%
Value ($000) $3,557 Shares 141,332 Est. Cost $15.24 Unrealized +16.2%
MO Altria Group Inc Com 0.4%
Value ($000) $3,403 Shares 74,071 Est. Cost $16.28 Unrealized +27.0%
COP ConocoPhillips 0.4%
Value ($000) $3,360 Shares 43,908 Est. Cost $40.20 Unrealized +41.0%
LOW Lowe's Companies 0.4%
Value ($000) $3,280 Shares 61,974 Est. Cost $33.36 Unrealized +23.5%
BHP BHP Ltd 0.4%
Value ($000) $3,246 Shares 55,125 Est. Cost $57.67 Unrealized
FCX Freeport-McMoRan 0.4%
Value ($000) $3,069 Shares 94,012 Est. Cost $24.56 Unrealized +28.8%
INTC Intel Corp 0.4%
Value ($000) $3,021 Shares 86,767 Est. Cost $17.18 Unrealized +49.9%
JPM J.P. Morgan Chase & Co. 0.4%
Value ($000) $2,938 Shares 48,768 Est. Cost $36.24 Unrealized +19.0%
TGT Target 0.4%
Value ($000) $2,894 Shares 46,177 Est. Cost $47.95 Unrealized -9.8%
DIS Disney Walt Co. 0.4%
Value ($000) $2,864 Shares 32,167 Est. Cost $63.47 Unrealized +25.0%
Jacobs Engineering Group Inc 0.4%
Value ($000) $2,805 Shares 57,464 Est. Cost $55.14 Unrealized
AXP American Express Co 0.3%
Value ($000) $2,668 Shares 30,479 Est. Cost $59.91 Unrealized +27.7%
Ensco Plc 0.3%
Value ($000) $2,666 Shares 64,542 Est. Cost $57.65 Unrealized
D Dominion Res Inc VA 0.3%
Value ($000) $2,654 Shares 38,420 Est. Cost $34.53 Unrealized +23.4%
NVO Novo Nordisk A/S ADR 0.3%
Value ($000) $2,619 Shares 54,990 Est. Cost $67.75 Unrealized
McGraw Hill 0.3%
Value ($000) $2,618 Shares 31,000 Est. Cost $53.17 Unrealized
THO Thor Industries 0.3%
Value ($000) $2,611 Shares 50,697 Est. Cost $31.92 Unrealized +34.0%
APD Air Products & Chemicals 0.3%
Value ($000) $2,593 Shares 19,918 Est. Cost $61.55 Unrealized +50.2%
NSC Norfolk Southern Corp 0.3%
Value ($000) $2,590 Shares 23,208 Est. Cost $57.67 Unrealized +43.2%
AKAM Akamai Technologies Inc 0.3%
Value ($000) $2,573 Shares 43,021 Est. Cost $42.50 Unrealized +41.4%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $2,475 Shares 48,365 Est. Cost $28.85 Unrealized +18.6%
WFC Wells Fargo Company 0.3%
Value ($000) $2,345 Shares 45,212 Est. Cost $28.40 Unrealized +31.8%
SPDR S&P China ETF 0.3%
Value ($000) $2,338 Shares 30,500 Est. Cost $64.09 Unrealized
TMO Thermo Fisher Scientific 0.3%
Value ($000) $2,318 Shares 19,050 Est. Cost $80.26 Unrealized +46.2%
ROP Roper Industries 0.3%
Value ($000) $2,296 Shares 15,692 Est. Cost $118.48 Unrealized +15.8%
IWC iShares Russell Microcap Index 0.3%
Value ($000) $2,248 Shares 32,335 Est. Cost $73.36 Unrealized
Anadarko Petroleum 0.3%
Value ($000) $2,196 Shares 21,649 Est. Cost $85.91 Unrealized
FDX FedEx Corp. 0.3%
Value ($000) $2,162 Shares 13,389 Est. Cost $81.95 Unrealized +57.5%
SHW Sherwin Williams 0.3%
Value ($000) $2,124 Shares 9,700 Est. Cost $53.48 Unrealized +19.3%
DEO Diageo PLC ADR 0.3%
Value ($000) $2,110 Shares 18,285 Est. Cost $114.96 Unrealized
RPM RPM 0.3%
Value ($000) $2,105 Shares 45,975 Est. Cost $32.67 Unrealized +40.4%
Royal Dutch Shell PLC ADR A 0.3%
Value ($000) $2,026 Shares 26,609 Est. Cost $63.81 Unrealized
Cree 0.3%
Value ($000) $1,980 Shares 48,361 Est. Cost $63.84 Unrealized
Chubb Corp 0.3%
Value ($000) $1,970 Shares 21,625 Est. Cost $85.25 Unrealized
THD iShares MSCI Thailand Capped I 0.3%
Value ($000) $1,953 Shares 23,300 Est. Cost $74.30 Unrealized
Kellogg Co 0.2%
Value ($000) $1,916 Shares 31,105 Est. Cost $38.95 Unrealized +4.0%
T AT&T 0.2%
Value ($000) $1,820 Shares 51,639 Est. Cost $11.38 Unrealized +4.6%
Kinder Morgan Energy Partners 0.2%
Value ($000) $1,819 Shares 19,502 Est. Cost $85.39 Unrealized
Hubbell Inc Cl B 0.2%
Value ($000) $1,792 Shares 14,870 Est. Cost $99.00 Unrealized
GLW Corning Inc 0.2%
Value ($000) $1,755 Shares 90,722 Est. Cost $11.67 Unrealized +32.5%
Google Cl C 0.2%
Value ($000) $1,742 Shares 3,018 Est. Cost $575.50 Unrealized
MDLZ Mondelez International W/I 0.2%
Value ($000) $1,725 Shares 50,331 Est. Cost $23.65 Unrealized +19.7%
Covidien PLC 0.2%
Value ($000) $1,721 Shares 19,898 Est. Cost $63.36 Unrealized
National Oilwell Varco 0.2%
Value ($000) $1,627 Shares 21,385 Est. Cost $78.06 Unrealized
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,555 Shares 37,417 Est. Cost $39.45 Unrealized
Express Scripts Holdings 0.2%
Value ($000) $1,541 Shares 21,823 Est. Cost $61.94 Unrealized
Sigma Aldrich 0.2%
Value ($000) $1,527 Shares 11,230 Est. Cost $80.44 Unrealized
Spectra Energy 0.2%
Value ($000) $1,518 Shares 38,670 Est. Cost $34.70 Unrealized
Google Inc CL A 0.2%
Value ($000) $1,477 Shares 2,511 Est. Cost $976.62 Unrealized
Allergan Inc 0.2%
Value ($000) $1,473 Shares 8,268 Est. Cost $96.92 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $1,432 Shares 15,607 Est. Cost $56.05 Unrealized +17.3%
Seagate Technology 0.2%
Value ($000) $1,432 Shares 25,000 Est. Cost $45.08 Unrealized
NEOG Neogen 0.2%
Value ($000) $1,427 Shares 36,139 Est. Cost $14.55 Unrealized +8.5%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,399 Shares 13,010 Est. Cost $63.06 Unrealized +12.3%
KEWL Keweenaw Land Association Ltd 0.2%
Value ($000) $1,354 Shares 12,310 Est. Cost $10.65 Unrealized +26.4%
SSNC SS&C Technologies Holdings 0.2%
Value ($000) $1,352 Shares 30,800 Est. Cost $15.56 Unrealized +42.2%
BKU BankUnited, Inc. 0.2%
Value ($000) $1,341 Shares 43,995 Est. Cost $18.30 Unrealized +24.1%
HON Honeywell International Inc 0.2%
Value ($000) $1,324 Shares 14,215 Est. Cost $53.55 Unrealized +25.3%
CLX Clorox Co 0.2%
Value ($000) $1,302 Shares 13,554 Est. Cost $60.38 Unrealized +8.7%
NTRS Northern Tr Corp 0.2%
Value ($000) $1,282 Shares 18,850 Est. Cost $40.35 Unrealized +23.5%
Walgreen Co 0.2%
Value ($000) $1,237 Shares 20,875 Est. Cost $48.66 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $1,204 Shares 8,575 Est. Cost $73.34 Unrealized +28.9%
EMR Emerson Electric Co 0.2%
Value ($000) $1,186 Shares 18,958 Est. Cost $40.27 Unrealized +18.6%
Quintiles Transnational Holdin 0.2%
Value ($000) $1,186 Shares 21,256 Est. Cost $51.90 Unrealized
CPB Campbell Soup Co 0.1%
Value ($000) $1,157 Shares 27,075 Est. Cost $30.75 Unrealized +0.2%
YUM Yum Brands Inc 0.1%
Value ($000) $1,139 Shares 15,823 Est. Cost $38.97 Unrealized +10.1%
ITW Illinois Tool Works 0.1%
Value ($000) $1,132 Shares 13,413 Est. Cost $52.48 Unrealized +26.1%
Apache Corp 0.1%
Value ($000) $1,131 Shares 12,045 Est. Cost $83.81 Unrealized
Kinder Morgan 0.1%
Value ($000) $1,122 Shares 29,252 Est. Cost $37.98 Unrealized
The Fresh Market Inc 0.1%
Value ($000) $1,072 Shares 30,700 Est. Cost $33.60 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $1,064 Shares 9,345 Est. Cost $81.03 Unrealized +18.1%
PSX Phillips 66 0.1%
Value ($000) $1,058 Shares 13,009 Est. Cost $40.44 Unrealized +36.3%
FSLR First Solar Inc 0.1%
Value ($000) $1,040 Shares 15,800 Est. Cost $44.50 Unrealized +52.1%
VV Vanguard Large Cap 0.1%
Value ($000) $1,038 Shares 11,477 Est. Cost $73.80 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $1,020 Shares 18,100 Est. Cost $55.53 Unrealized
Pall 0.1%
Value ($000) $996 Shares 11,900 Est. Cost $66.44 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $993 Shares 4,655 Est. Cost $41.06 Unrealized +20.8%
GPC Genuine Parts Co 0.1%
Value ($000) $993 Shares 11,316 Est. Cost $54.12 Unrealized +15.7%
EWA iShares MSCI Australia Index 0.1%
Value ($000) $984 Shares 41,116 Est. Cost $22.58 Unrealized
Avon Prods Inc 0.1%
Value ($000) $975 Shares 77,392 Est. Cost $21.03 Unrealized
UNFI United Natural Foods Co 0.1%
Value ($000) $965 Shares 15,705 Est. Cost $51.91 Unrealized +21.0%
ILMN Illumina 0.1%
Value ($000) $956 Shares 5,835 Est. Cost $73.89 Unrealized +126.2%
VXF Vanguard Extended Market 0.1%
Value ($000) $944 Shares 11,293 Est. Cost $69.85 Unrealized
Kinder Morgan Management LLC 0.1%
Value ($000) $899 Shares 9,549 Est. Cost $79.64 Unrealized
STWD Starwood Property Trust 0.1%
Value ($000) $892 Shares 40,606 Est. Cost $24.63 Unrealized
DE Deere & Co 0.1%
Value ($000) $889 Shares 10,845 Est. Cost $68.04 Unrealized +2.0%
Atwood Oceanics Inc 0.1%
Value ($000) $886 Shares 20,270 Est. Cost $48.34 Unrealized
Raytheon 0.1%
Value ($000) $870 Shares 8,561 Est. Cost $71.72 Unrealized
IVE iShares S&P 500 Value Index Fu 0.1%
Value ($000) $865 Shares 9,600 Est. Cost $75.73 Unrealized
WPP Plc 0.1%
Value ($000) $864 Shares 8,605 Est. Cost $101.23 Unrealized
Comcast Corp CL A Spl 0.1%
Value ($000) $851 Shares 15,900 Est. Cost $39.69 Unrealized
Northeast Utilities 0.1%
Value ($000) $849 Shares 19,168 Est. Cost $42.02 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $828 Shares 4 Est. Cost $165023.42 Unrealized +21.1%
BUD Anheuser Busch 0.1%
Value ($000) $805 Shares 7,265 Est. Cost $90.21 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $794 Shares 10,600 Est. Cost $67.91 Unrealized
Kraft Foods Group 0.1%
Value ($000) $778 Shares 13,801 Est. Cost $56.09 Unrealized
SWK Stanley Black & Decker 0.1%
Value ($000) $762 Shares 8,578 Est. Cost $57.61 Unrealized +16.3%
Netapp 0.1%
Value ($000) $753 Shares 17,525 Est. Cost $37.92 Unrealized
NUE Nucor Corp. 0.1%
Value ($000) $725 Shares 13,350 Est. Cost $32.44 Unrealized +23.4%
Glaxo Smithkline Plc Spons ADR 0.1%
Value ($000) $723 Shares 15,730 Est. Cost $49.99 Unrealized
Actavis PLC 0.1%
Value ($000) $713 Shares 2,957 Est. Cost $241.12 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $694 Shares 10,700 Est. Cost $42.21 Unrealized +21.7%
HAL Halliburton Co 0.1%
Value ($000) $693 Shares 10,744 Est. Cost $34.47 Unrealized +60.1%
Eaton Corp 0.1%
Value ($000) $691 Shares 10,905 Est. Cost $72.90 Unrealized
IWM iShares Russell 2000 Index Fun 0.1%
Value ($000) $689 Shares 6,301 Est. Cost $96.97 Unrealized
TE Connectivity 0.1%
Value ($000) $669 Shares 12,095 Est. Cost $60.98 Unrealized
STT State Street 0.1%
Value ($000) $664 Shares 9,017 Est. Cost $44.60 Unrealized +16.7%
SCL Stepan Company 0.1%
Value ($000) $662 Shares 14,906 Est. Cost $56.93 Unrealized -14.0%
WM Waste Management 0.1%
Value ($000) $658 Shares 13,834 Est. Cost $31.03 Unrealized +17.4%
TRV Travelers Companies Inc 0.1%
Value ($000) $651 Shares 6,933 Est. Cost $64.02 Unrealized +13.2%
IWO iShares Russell 2000 Grow 0.1%
Value ($000) $642 Shares 4,950 Est. Cost $111.52 Unrealized
IDXX Idexx Labs Inc 0.1%
Value ($000) $635 Shares 5,386 Est. Cost $44.11 Unrealized +43.3%
GRMN Garmin Ltd 0.1%
Value ($000) $635 Shares 12,215 Est. Cost $40.24 Unrealized -2.1%
BP BP PLC 0.1%
Value ($000) $616 Shares 14,025 Est. Cost $41.73 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $601 Shares 6,255 Est. Cost $58.51 Unrealized +16.3%
Whole Foods Mkt Inc 0.1%
Value ($000) $591 Shares 15,500 Est. Cost $51.21 Unrealized
Vodafone Group PLC (new) 0.1%
Value ($000) $567 Shares 17,233 Est. Cost $36.81 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $562 Shares 7,823 Est. Cost $68.93 Unrealized
LNC Lincoln Natl Corp 0.1%
Value ($000) $551 Shares 10,276 Est. Cost $22.50 Unrealized +58.4%
Total S A Sponsored ADR 0.1%
Value ($000) $551 Shares 8,548 Est. Cost $48.67 Unrealized
E M C Corp 0.1%
Value ($000) $547 Shares 18,685 Est. Cost $23.81 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $544 Shares 12,115 Est. Cost $8.62 Unrealized -1.7%
BK Bank of New York Mellon 0.1%
Value ($000) $538 Shares 13,900 Est. Cost $21.22 Unrealized +38.7%
VO Vanguard Mid-Cap 0.1%
Value ($000) $535 Shares 4,557 Est. Cost $95.24 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $527 Shares 6,855 Est. Cost $69.98 Unrealized
VTI Vanguard Total Stock 0.1%
Value ($000) $503 Shares 4,968 Est. Cost $82.61 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $492 Shares 6,439 Est. Cost $19.98 Unrealized +1.6%
VB Vanguard Small Cap 0.1%
Value ($000) $476 Shares 4,306 Est. Cost $97.04 Unrealized
Verifone Systems 0.1%
Value ($000) $475 Shares 13,825 Est. Cost $17.28 Unrealized
Time Warner Inc 0.1%
Value ($000) $468 Shares 6,225 Est. Cost $58.19 Unrealized
Bard 0.1%
Value ($000) $467 Shares 3,275 Est. Cost $110.53 Unrealized
DVN Devon Energy Corp 0.1%
Value ($000) $454 Shares 6,658 Est. Cost $37.08 Unrealized +35.6%
PPG PPG Industries 0.1%
Value ($000) $443 Shares 2,251 Est. Cost $60.79 Unrealized +37.2%
XLI Industrial Select Sector Fund 0.1%
Value ($000) $441 Shares 8,300 Est. Cost $42.62 Unrealized
Navios Maritime Partners 0.1%
Value ($000) $425 Shares 23,845 Est. Cost $14.47 Unrealized
GNC 0.1%
Value ($000) $418 Shares 10,785 Est. Cost $47.84 Unrealized
COST Costco Companies Inc 0.1%
Value ($000) $417 Shares 3,325 Est. Cost $86.56 Unrealized +12.2%
BAX Baxter Intl 0.1%
Value ($000) $414 Shares 5,765 Est. Cost $30.89 Unrealized +8.2%
ALL Allstate Corp 0.1%
Value ($000) $404 Shares 6,577 Est. Cost $37.12 Unrealized +26.5%
IWR iShares Russell Midcap Index 0.1%
Value ($000) $403 Shares 2,544 Est. Cost $129.72 Unrealized
DOV Dover Corp 0.1%
Value ($000) $396 Shares 4,932 Est. Cost $39.99 Unrealized +43.6%
MSA MSA Safety 0.1%
Value ($000) $395 Shares 8,000 Est. Cost $52.42 Unrealized +5.6%
PNC PNC Financial Services 0.1%
Value ($000) $393 Shares 4,590 Est. Cost $47.34 Unrealized +26.4%
Johnson Ctls. 0.0%
Value ($000) $380 Shares 8,626 Est. Cost $43.76 Unrealized
BWA Borg Warner 0.0%
Value ($000) $374 Shares 7,100 Est. Cost $34.18 Unrealized +35.6%
SWKS Skyworks Solutions 0.0%
Value ($000) $351 Shares 6,050 Est. Cost $26.27 Unrealized +62.8%
Unilever PLC ADR 0.0%
Value ($000) $342 Shares 8,170 Est. Cost $40.57 Unrealized
EXPD Expeditors Intl Wash 0.0%
Value ($000) $340 Shares 8,375 Est. Cost $31.69 Unrealized +16.0%
NYT New York Times 0.0%
Value ($000) $337 Shares 30,000 Est. Cost $9.66 Unrealized +19.6%
Syntel Inc. 0.0%
Value ($000) $335 Shares 3,810 Est. Cost $89.20 Unrealized
Allscripts Healthcare Solution 0.0%
Value ($000) $325 Shares 24,225 Est. Cost $13.06 Unrealized
GM General Motors Corp 0.0%
Value ($000) $319 Shares 10,000 Est. Cost $23.62 Unrealized +12.2%
Allegion Plc 0.0%
Value ($000) $316 Shares 6,633 Est. Cost $43.27 Unrealized
Cellular Dynamics Internationa 0.0%
Value ($000) $313 Shares 44,555 Est. Cost $14.87 Unrealized
UGI UGI Corp 0.0%
Value ($000) $312 Shares 9,150 Est. Cost $28.89 Unrealized +17.7%
IJH iShares Core S&P Mid-Cap 0.0%
Value ($000) $310 Shares 2,266 Est. Cost $117.25 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $310 Shares 9,735 Est. Cost $21.05 Unrealized 0.0%
ACN Accenture Ltd. 0.0%
Value ($000) $304 Shares 3,742 Est. Cost $63.84 Unrealized +3.6%
ICUI Icu Med Inc 0.0%
Value ($000) $289 Shares 4,500 Est. Cost $66.13 Unrealized -7.4%
DirectTV 0.0%
Value ($000) $289 Shares 3,339 Est. Cost $61.53 Unrealized
IYW iShares Tr Dow Jones Tech Sec 0.0%
Value ($000) $282 Shares 2,800 Est. Cost $73.57 Unrealized
HRB H R Block Inc 0.0%
Value ($000) $279 Shares 9,000 Est. Cost $18.18 Unrealized +18.3%
St. Jude Medical 0.0%
Value ($000) $274 Shares 4,550 Est. Cost $45.63 Unrealized
Coherent Inc 0.0%
Value ($000) $264 Shares 4,300 Est. Cost $55.12 Unrealized
FXI iShares FTSE China Large Cap E 0.0%
Value ($000) $263 Shares 6,875 Est. Cost $32.51 Unrealized
America Movil S.A.B. DE C.V. 0.0%
Value ($000) $262 Shares 10,395 Est. Cost $21.75 Unrealized
Mastercard Cl A 0.0%
Value ($000) $259 Shares 3,500 Est. Cost $139.89 Unrealized
Wisconsin Energy Corp. 0.0%
Value ($000) $258 Shares 6,000 Est. Cost $47.00 Unrealized
BAC Bank of America 0.0%
Value ($000) $252 Shares 14,787 Est. Cost $11.49 Unrealized +9.4%
CHD Church & Dwight Inc. 0.0%
Value ($000) $249 Shares 3,555 Est. Cost $28.19 Unrealized +3.6%
Duke Energy Corp 0.0%
Value ($000) $249 Shares 3,324 Est. Cost $67.49 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $244 Shares 1,850 Est. Cost $96.63 Unrealized +9.8%
EQT Corp 0.0%
Value ($000) $243 Shares 2,650 Est. Cost $79.47 Unrealized
EWG iShares MSCI Germany Index Fun 0.0%
Value ($000) $237 Shares 8,563 Est. Cost $24.69 Unrealized
IVV iShares S&P 500 Index Fund 0.0%
Value ($000) $234 Shares 1,180 Est. Cost $169.14 Unrealized
CMCSA Comcast Corp CL A 0.0%
Value ($000) $232 Shares 4,305 Est. Cost $15.62 Unrealized +35.6%
SYY Sysco 0.0%
Value ($000) $226 Shares 5,950 Est. Cost $24.38 Unrealized +13.1%
FISV Fiserv 0.0%
Value ($000) $219 Shares 3,385 Est. Cost $29.64 Unrealized +6.6%
Steris 0.0%
Value ($000) $216 Shares 4,000 Est. Cost $53.50 Unrealized
Time Warner Cable 0.0%
Value ($000) $215 Shares 1,500 Est. Cost $135.33 Unrealized
PAA Plains All American Pipeline 0.0%
Value ($000) $207 Shares 3,520 Est. Cost $59.94 Unrealized
CTSH Cognizant Corp 0.0%
Value ($000) $205 Shares 4,590 Est. Cost $42.34 Unrealized -1.5%
SAIC Science Applications Internati 0.0%
Value ($000) $203 Shares 4,585 Est. Cost $39.49 Unrealized +11.5%
CLNE Clean Energy Fuels Corp 0.0%
Value ($000) $90 Shares 11,550 Est. Cost $10.39 Unrealized -5.9%
Novabay Pharmaceuticals 0.0%
Value ($000) $15 Shares 17,500 Est. Cost $1.26 Unrealized
VSPC Viaspace Inc. 0.0%
Value ($000) $2 Shares 193,750 Est. Cost $0.01 Unrealized -39.8%
Hypertension Diagnostics Inc. 0.0%
Value ($000) $0 Shares 36,000 Est. Cost $0.03 Unrealized