BOSTON FAMILY OFFICE LLC Diversified Active

CIK: 0001039807 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 11, 2015

Total Value ($000): $805,410 (100.0% shares, 0.0% debt)

Holdings (260)

VWO Vanguard FTSE Emerging Mkts 2.7%
Value ($000) $22,132 Shares 541,519 Est. Cost $38.90 Unrealized
SPY SPDR S&P 500 2.3%
Value ($000) $18,905 Shares 91,579 Est. Cost $160.94 Unrealized
GILD Gilead Sciences Inc 2.3%
Value ($000) $18,443 Shares 187,945 Est. Cost $36.21 Unrealized +94.8%
JNJ Johnson & Johnson 2.3%
Value ($000) $18,414 Shares 183,039 Est. Cost $59.66 Unrealized +25.9%
Celgene Corp 2.3%
Value ($000) $18,158 Shares 157,512 Est. Cost $101.79 Unrealized
Stericycle 2.2%
Value ($000) $18,025 Shares 128,353 Est. Cost $110.66 Unrealized
XOM Exxon Mobil Corp 2.0%
Value ($000) $15,753 Shares 185,335 Est. Cost $53.69 Unrealized +3.5%
AAPL Apple Inc. 1.9%
Value ($000) $14,903 Shares 119,768 Est. Cost $17.87 Unrealized +50.2%
Ansys Inc. 1.8%
Value ($000) $14,871 Shares 168,621 Est. Cost $73.17 Unrealized
MDY SPDR S&P Midcap 400 1.7%
Value ($000) $13,380 Shares 48,263 Est. Cost $211.05 Unrealized
GIS General Mills Inc 1.6%
Value ($000) $12,921 Shares 228,291 Est. Cost $31.98 Unrealized +14.6%
PG Procter & Gamble 1.6%
Value ($000) $12,552 Shares 153,189 Est. Cost $55.00 Unrealized +15.6%
MIDD Middleby 1.5%
Value ($000) $12,370 Shares 120,511 Est. Cost $77.67 Unrealized +30.8%
UNP Union Pacific Corp 1.5%
Value ($000) $12,218 Shares 112,804 Est. Cost $66.31 Unrealized +38.5%
ORCL Oracle Systems Corp 1.5%
Value ($000) $11,708 Shares 271,331 Est. Cost $27.58 Unrealized +33.6%
IJR iShares S&P SmallCap 600 Index 1.4%
Value ($000) $11,153 Shares 94,495 Est. Cost $90.60 Unrealized
ROK Rockwell Automation 1.4%
Value ($000) $10,929 Shares 94,225 Est. Cost $70.42 Unrealized +28.9%
MRSH Marsh & McLennan Cos 1.3%
Value ($000) $10,648 Shares 189,843 Est. Cost $31.62 Unrealized +47.6%
NSRGY Nestle SA-spons ADR 1.3%
Value ($000) $10,532 Shares 140,010 Est. Cost $65.78 Unrealized
SLB Schlumberger Ltd 1.3%
Value ($000) $10,177 Shares 121,963 Est. Cost $53.23 Unrealized +15.2%
BRK/B Berkshire Hathaway Inc Cl B 1.2%
Value ($000) $9,905 Shares 68,632 Est. Cost $112.02 Unrealized +31.3%
AMT American Tower Corporation 1.2%
Value ($000) $9,754 Shares 103,599 Est. Cost $60.11 Unrealized +24.2%
United Technologies 1.1%
Value ($000) $9,089 Shares 77,549 Est. Cost $92.94 Unrealized
PEP Pepsico 1.1%
Value ($000) $8,813 Shares 92,169 Est. Cost $56.00 Unrealized +24.5%
ATR AptarGroup Inc 1.1%
Value ($000) $8,723 Shares 137,324 Est. Cost $46.93 Unrealized +17.8%
General Electric Co 1.1%
Value ($000) $8,625 Shares 347,624 Est. Cost $23.19 Unrealized
ECL Ecolab Inc 1.1%
Value ($000) $8,503 Shares 74,338 Est. Cost $77.90 Unrealized +24.8%
DLTR Dollar Tree Stores 1.1%
Value ($000) $8,471 Shares 104,392 Est. Cost $49.51 Unrealized +53.3%
NKE Nike Inc Cl B 1.0%
Value ($000) $8,417 Shares 83,889 Est. Cost $26.73 Unrealized +55.9%
Monsanto 1.0%
Value ($000) $8,327 Shares 73,993 Est. Cost $98.81 Unrealized
TDC Teradata 1.0%
Value ($000) $8,240 Shares 186,679 Est. Cost $53.27 Unrealized -17.9%
ZBRA Zebra Tech Corp Cl A 1.0%
Value ($000) $7,843 Shares 86,455 Est. Cost $46.99 Unrealized +84.1%
AFL Aflac Corp 1.0%
Value ($000) $7,679 Shares 119,967 Est. Cost $20.11 Unrealized +17.4%
TEVA Teva Pharmaceutical 0.9%
Value ($000) $6,948 Shares 111,526 Est. Cost $39.20 Unrealized
Praxair 0.8%
Value ($000) $6,797 Shares 56,293 Est. Cost $115.16 Unrealized
PH Parker Hannifin 0.8%
Value ($000) $6,607 Shares 55,624 Est. Cost $76.08 Unrealized +33.1%
MMM 3M Company 0.8%
Value ($000) $6,439 Shares 39,038 Est. Cost $61.26 Unrealized +58.1%
FRCB First Republic Bank 0.8%
Value ($000) $6,341 Shares 111,072 Est. Cost $36.45 Unrealized +40.6%
Plum Creek Timber 0.8%
Value ($000) $6,153 Shares 141,604 Est. Cost $46.67 Unrealized
SYK Stryker 0.8%
Value ($000) $6,093 Shares 66,050 Est. Cost $56.92 Unrealized +44.0%
DHR Danaher Corp Del Com 0.7%
Value ($000) $5,998 Shares 70,652 Est. Cost $25.01 Unrealized +39.4%
MRK Merck & Co 0.7%
Value ($000) $5,918 Shares 102,949 Est. Cost $30.02 Unrealized +34.3%
VEU Vanguard FTSE All-World Ex-US 0.7%
Value ($000) $5,809 Shares 119,214 Est. Cost $44.42 Unrealized
NEE NextEra Energy Resources 0.7%
Value ($000) $5,668 Shares 54,471 Est. Cost $14.15 Unrealized +40.4%
ABBV Abbvie 0.7%
Value ($000) $5,657 Shares 96,639 Est. Cost $26.82 Unrealized +44.8%
WAB Wabtec Corp 0.7%
Value ($000) $5,516 Shares 58,060 Est. Cost $53.21 Unrealized +59.5%
PM Philip Morris International 0.6%
Value ($000) $5,034 Shares 66,822 Est. Cost $49.82 Unrealized -5.5%
VZ Verizon Communications 0.6%
Value ($000) $5,025 Shares 103,331 Est. Cost $26.98 Unrealized +2.4%
Golar LNG Ltd 0.6%
Value ($000) $5,017 Shares 150,748 Est. Cost $32.70 Unrealized
IBM International Business Machine 0.6%
Value ($000) $5,002 Shares 31,168 Est. Cost $118.82 Unrealized -18.8%
AL Air Lease 0.6%
Value ($000) $4,994 Shares 132,319 Est. Cost $31.20 Unrealized +0.4%
MCD McDonald's Corp 0.6%
Value ($000) $4,975 Shares 51,054 Est. Cost $71.77 Unrealized +0.5%
ABT Abbott Laboratories 0.6%
Value ($000) $4,798 Shares 103,570 Est. Cost $28.89 Unrealized +29.5%
Du Pont E I De Nemours Co 0.6%
Value ($000) $4,774 Shares 66,795 Est. Cost $52.81 Unrealized
CVS CVS Health Corporation 0.6%
Value ($000) $4,754 Shares 46,065 Est. Cost $43.20 Unrealized +71.9%
Kinder Morgan 0.6%
Value ($000) $4,663 Shares 110,859 Est. Cost $41.16 Unrealized
PFE Pfizer 0.6%
Value ($000) $4,606 Shares 132,383 Est. Cost $16.49 Unrealized +21.9%
VEA Vanguard FTSE Developed Market 0.6%
Value ($000) $4,602 Shares 115,544 Est. Cost $35.64 Unrealized
Powershares QQQ 0.6%
Value ($000) $4,468 Shares 42,313 Est. Cost $74.00 Unrealized
NVS Novartis AG ADR 0.6%
Value ($000) $4,455 Shares 45,183 Est. Cost $71.72 Unrealized
Dentsply International Inc 0.6%
Value ($000) $4,453 Shares 87,509 Est. Cost $40.96 Unrealized
MKC McCormick & Co. Inc 0.5%
Value ($000) $4,392 Shares 56,955 Est. Cost $28.17 Unrealized +7.1%
CVX Chevron Corp 0.5%
Value ($000) $4,351 Shares 41,450 Est. Cost $71.34 Unrealized -6.2%
MSFT Microsoft Corp 0.5%
Value ($000) $4,331 Shares 106,527 Est. Cost $26.97 Unrealized +38.1%
LOW Lowe's Companies 0.5%
Value ($000) $4,301 Shares 57,819 Est. Cost $33.36 Unrealized +76.7%
ADP Automatic Data Processing 0.5%
Value ($000) $4,094 Shares 47,810 Est. Cost $45.22 Unrealized +50.1%
AMZN Amazon.Com Inc 0.5%
Value ($000) $4,081 Shares 10,968 Est. Cost $13.38 Unrealized +31.4%
CL Colgate Palmolive 0.5%
Value ($000) $3,987 Shares 57,504 Est. Cost $44.81 Unrealized +19.8%
BEN Franklin Resources 0.5%
Value ($000) $3,899 Shares 75,965 Est. Cost $29.22 Unrealized +10.5%
KO Coca Cola Co 0.5%
Value ($000) $3,839 Shares 94,665 Est. Cost $27.85 Unrealized +6.3%
DIS Disney Walt Co. 0.5%
Value ($000) $3,832 Shares 36,532 Est. Cost $65.94 Unrealized +39.3%
CSCO Cisco Sys Inc 0.5%
Value ($000) $3,819 Shares 138,757 Est. Cost $15.24 Unrealized +31.9%
QCOM Qualcomm 0.5%
Value ($000) $3,775 Shares 54,440 Est. Cost $46.12 Unrealized +12.0%
TGT Target 0.5%
Value ($000) $3,759 Shares 45,802 Est. Cost $47.95 Unrealized +16.8%
LKQ LKQ Corp. 0.5%
Value ($000) $3,717 Shares 145,435 Est. Cost $25.48 Unrealized -8.7%
MO Altria Group Inc Com 0.5%
Value ($000) $3,680 Shares 73,571 Est. Cost $16.28 Unrealized +60.9%
LECO Lincoln Electric 0.5%
Value ($000) $3,627 Shares 55,469 Est. Cost $55.81 Unrealized +21.4%
AKAM Akamai Technologies Inc 0.4%
Value ($000) $3,413 Shares 48,046 Est. Cost $44.55 Unrealized +48.4%
BMY Bristol-Myers Squibb 0.4%
Value ($000) $3,292 Shares 51,040 Est. Cost $29.50 Unrealized +47.3%
McGraw Hill 0.4%
Value ($000) $3,205 Shares 31,000 Est. Cost $53.17 Unrealized
THO Thor Industries 0.4%
Value ($000) $3,198 Shares 50,597 Est. Cost $31.92 Unrealized +50.4%
APD Air Products & Chemicals 0.4%
Value ($000) $3,007 Shares 19,878 Est. Cost $61.55 Unrealized +71.9%
NVO Novo Nordisk A/S ADR 0.4%
Value ($000) $2,967 Shares 55,580 Est. Cost $67.52 Unrealized
JPM J.P. Morgan Chase & Co. 0.4%
Value ($000) $2,900 Shares 47,873 Est. Cost $36.24 Unrealized +22.2%
RPM RPM 0.3%
Value ($000) $2,804 Shares 58,425 Est. Cost $35.98 Unrealized +34.4%
IWC iShares Russell Microcap Index 0.3%
Value ($000) $2,735 Shares 34,580 Est. Cost $73.66 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $2,734 Shares 43,908 Est. Cost $40.20 Unrealized +13.3%
ROP Roper Industries 0.3%
Value ($000) $2,710 Shares 15,753 Est. Cost $118.48 Unrealized +28.0%
INTC Intel Corp 0.3%
Value ($000) $2,709 Shares 86,632 Est. Cost $17.18 Unrealized +51.4%
D Dominion Res Inc VA 0.3%
Value ($000) $2,698 Shares 38,070 Est. Cost $34.53 Unrealized +34.9%
TMO Thermo Fisher Scientific 0.3%
Value ($000) $2,642 Shares 19,665 Est. Cost $81.47 Unrealized +53.1%
SHW Sherwin Williams 0.3%
Value ($000) $2,600 Shares 9,138 Est. Cost $53.48 Unrealized +57.4%
WFC Wells Fargo Company 0.3%
Value ($000) $2,513 Shares 46,201 Est. Cost $28.61 Unrealized +39.3%
Jacobs Engineering Group Inc 0.3%
Value ($000) $2,465 Shares 54,589 Est. Cost $55.14 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $2,399 Shares 23,313 Est. Cost $57.67 Unrealized +46.0%
AXP American Express Co 0.3%
Value ($000) $2,356 Shares 30,164 Est. Cost $60.32 Unrealized +17.7%
Chubb Corp 0.3%
Value ($000) $2,232 Shares 22,080 Est. Cost $85.71 Unrealized
BKU BankUnited, Inc. 0.3%
Value ($000) $2,122 Shares 64,820 Est. Cost $19.55 Unrealized +13.7%
GLW Corning Inc 0.3%
Value ($000) $2,107 Shares 92,922 Est. Cost $11.82 Unrealized +50.8%
FDX FedEx Corp. 0.3%
Value ($000) $2,096 Shares 12,671 Est. Cost $81.95 Unrealized +80.4%
SPDR S&P China ETF 0.3%
Value ($000) $2,067 Shares 24,425 Est. Cost $64.09 Unrealized
Kellogg Co 0.2%
Value ($000) $1,985 Shares 30,105 Est. Cost $38.95 Unrealized +7.1%
DEO Diageo PLC ADR 0.2%
Value ($000) $1,967 Shares 17,793 Est. Cost $114.96 Unrealized
Cree 0.2%
Value ($000) $1,936 Shares 54,552 Est. Cost $60.25 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $1,870 Shares 16,457 Est. Cost $57.05 Unrealized +49.6%
THD iShares MSCI Thailand Capped I 0.2%
Value ($000) $1,837 Shares 23,150 Est. Cost $74.30 Unrealized
Express Scripts Holdings 0.2%
Value ($000) $1,824 Shares 21,024 Est. Cost $61.94 Unrealized
Anadarko Petroleum 0.2%
Value ($000) $1,818 Shares 21,949 Est. Cost $85.91 Unrealized
SSNC SS&C Technologies Holdings 0.2%
Value ($000) $1,797 Shares 28,850 Est. Cost $15.56 Unrealized +90.9%
Google Cl C 0.2%
Value ($000) $1,761 Shares 3,214 Est. Cost $572.75 Unrealized
Actavis PLC 0.2%
Value ($000) $1,759 Shares 5,909 Est. Cost $269.38 Unrealized
MDLZ Mondelez International 0.2%
Value ($000) $1,747 Shares 48,406 Est. Cost $23.65 Unrealized +19.8%
T AT&T 0.2%
Value ($000) $1,694 Shares 51,876 Est. Cost $11.38 Unrealized +3.6%
Walgreen Boots Alliance 0.2%
Value ($000) $1,641 Shares 19,375 Est. Cost $76.18 Unrealized
Hubbell Inc Cl B 0.2%
Value ($000) $1,630 Shares 14,870 Est. Cost $99.00 Unrealized
Royal Dutch Shell PLC ADR A 0.2%
Value ($000) $1,587 Shares 26,609 Est. Cost $63.81 Unrealized
Medtronic PLC 0.2%
Value ($000) $1,537 Shares 19,713 Est. Cost $77.97 Unrealized
FCX Freeport-McMoRan 0.2%
Value ($000) $1,532 Shares 80,854 Est. Cost $24.56 Unrealized -28.2%
NEOG Neogen 0.2%
Value ($000) $1,522 Shares 32,579 Est. Cost $14.55 Unrealized +25.8%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,502 Shares 37,417 Est. Cost $39.45 Unrealized
CLX Clorox Co 0.2%
Value ($000) $1,495 Shares 13,544 Est. Cost $60.38 Unrealized +32.4%
Sigma Aldrich 0.2%
Value ($000) $1,489 Shares 10,768 Est. Cost $80.44 Unrealized
Quintiles Transnational Holdin 0.2%
Value ($000) $1,486 Shares 22,183 Est. Cost $52.43 Unrealized
TE Connectivity 0.2%
Value ($000) $1,485 Shares 20,730 Est. Cost $62.18 Unrealized
Raytheon 0.2%
Value ($000) $1,479 Shares 13,536 Est. Cost $85.18 Unrealized
V Visa Inc Class A 0.2%
Value ($000) $1,479 Shares 22,616 Est. Cost $57.11 Unrealized +7.3%
NTRS Northern Tr Corp 0.2%
Value ($000) $1,461 Shares 20,975 Est. Cost $41.26 Unrealized +23.9%
Google Inc CL A 0.2%
Value ($000) $1,424 Shares 2,567 Est. Cost $962.03 Unrealized
Spectra Energy 0.2%
Value ($000) $1,408 Shares 38,940 Est. Cost $34.70 Unrealized
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,394 Shares 13,010 Est. Cost $63.06 Unrealized +21.0%
EOG EOG Res Inc 0.2%
Value ($000) $1,391 Shares 15,170 Est. Cost $68.05 Unrealized -2.7%
CPB Campbell Soup Co 0.2%
Value ($000) $1,389 Shares 29,835 Est. Cost $30.95 Unrealized +6.5%
Ensco Plc 0.2%
Value ($000) $1,373 Shares 65,182 Est. Cost $57.65 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $1,347 Shares 8,425 Est. Cost $73.34 Unrealized +56.9%
KEWL Keweenaw Land Association Ltd 0.2%
Value ($000) $1,342 Shares 12,310 Est. Cost $10.65 Unrealized +34.2%
BDX Becton Dickinson 0.2%
Value ($000) $1,310 Shares 9,120 Est. Cost $81.03 Unrealized +46.3%
ITW Illinois Tool Works 0.2%
Value ($000) $1,304 Shares 13,423 Est. Cost $52.48 Unrealized +42.0%
Seagate Technology 0.2%
Value ($000) $1,301 Shares 25,000 Est. Cost $45.08 Unrealized
Ingersoll-Rand PLC 0.2%
Value ($000) $1,232 Shares 18,100 Est. Cost $55.53 Unrealized
VXF Vanguard Extended Market 0.2%
Value ($000) $1,226 Shares 13,260 Est. Cost $73.20 Unrealized
UNFI United Natural Foods Co 0.2%
Value ($000) $1,221 Shares 15,855 Est. Cost $52.28 Unrealized +49.9%
Kraft Foods Group 0.1%
Value ($000) $1,202 Shares 13,801 Est. Cost $56.09 Unrealized
HON Honeywell International Inc 0.1%
Value ($000) $1,154 Shares 11,065 Est. Cost $53.55 Unrealized +36.3%
YUM Yum Brands Inc 0.1%
Value ($000) $1,147 Shares 14,576 Est. Cost $38.97 Unrealized +14.3%
Pall 0.1%
Value ($000) $1,134 Shares 11,300 Est. Cost $66.44 Unrealized
ILMN Illumina 0.1%
Value ($000) $1,101 Shares 5,930 Est. Cost $75.34 Unrealized +150.0%
VV Vanguard Large Cap 0.1%
Value ($000) $1,085 Shares 11,396 Est. Cost $73.80 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $1,055 Shares 11,316 Est. Cost $54.12 Unrealized +30.1%
BHP BHP Ltd 0.1%
Value ($000) $1,037 Shares 22,314 Est. Cost $57.67 Unrealized
National Oilwell Varco 0.1%
Value ($000) $1,034 Shares 20,685 Est. Cost $78.06 Unrealized
PSX Phillips 66 0.1%
Value ($000) $1,028 Shares 13,084 Est. Cost $40.44 Unrealized +21.8%
EMR Emerson Electric Co 0.1%
Value ($000) $1,028 Shares 18,157 Est. Cost $40.27 Unrealized +7.8%
WPP Plc 0.1%
Value ($000) $965 Shares 8,480 Est. Cost $101.23 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $945 Shares 15,800 Est. Cost $44.50 Unrealized +15.4%
IDXX Idexx Labs Inc 0.1%
Value ($000) $944 Shares 6,113 Est. Cost $48.24 Unrealized +61.3%
DE Deere & Co 0.1%
Value ($000) $942 Shares 10,745 Est. Cost $68.04 Unrealized +7.3%
Jarden Corporation 0.1%
Value ($000) $903 Shares 17,070 Est. Cost $52.90 Unrealized
Comcast Corp CL A Spl 0.1%
Value ($000) $891 Shares 15,900 Est. Cost $39.69 Unrealized
BUD Anheuser Busch 0.1%
Value ($000) $886 Shares 7,265 Est. Cost $90.21 Unrealized
EWA iShares MSCI Australia Index 0.1%
Value ($000) $883 Shares 38,616 Est. Cost $22.58 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $870 Shares 4 Est. Cost $165023.42 Unrealized +33.9%
Syntel Inc. 0.1%
Value ($000) $840 Shares 16,236 Est. Cost $55.34 Unrealized
IWM iShares Russell 2000 Index Fun 0.1%
Value ($000) $839 Shares 6,743 Est. Cost $98.77 Unrealized
Eversource Energy 0.1%
Value ($000) $822 Shares 16,272 Est. Cost $50.52 Unrealized
SWK Stanley Black & Decker 0.1%
Value ($000) $820 Shares 8,603 Est. Cost $57.61 Unrealized +25.9%
Laboratory Corp. Amer Holders 0.1%
Value ($000) $818 Shares 6,485 Est. Cost $126.14 Unrealized
Whole Foods Mkt Inc 0.1%
Value ($000) $807 Shares 15,500 Est. Cost $51.21 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $800 Shares 10,233 Est. Cost $68.05 Unrealized
IVE iShares S&P 500 Value Index Fu 0.1%
Value ($000) $796 Shares 8,600 Est. Cost $75.73 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $774 Shares 10,650 Est. Cost $42.21 Unrealized +38.9%
STWD Starwood Property Trust 0.1%
Value ($000) $767 Shares 31,550 Est. Cost $24.63 Unrealized
WM Waste Management 0.1%
Value ($000) $750 Shares 13,834 Est. Cost $31.03 Unrealized +38.5%
IWO iShares Russell 2000 Grow 0.1%
Value ($000) $750 Shares 4,950 Est. Cost $111.52 Unrealized
Eaton Corp 0.1%
Value ($000) $741 Shares 10,905 Est. Cost $72.90 Unrealized
Kansas City Southern 0.1%
Value ($000) $710 Shares 6,960 Est. Cost $108.74 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $696 Shares 6,433 Est. Cost $64.02 Unrealized +31.2%
Apache Corp 0.1%
Value ($000) $688 Shares 11,405 Est. Cost $83.81 Unrealized
Glaxo Smithkline Plc Spons ADR 0.1%
Value ($000) $674 Shares 14,610 Est. Cost $49.99 Unrealized
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $661 Shares 4,348 Est. Cost $130.61 Unrealized
STT State Street 0.1%
Value ($000) $645 Shares 8,767 Est. Cost $44.60 Unrealized +23.7%
VNQ Vanguard REIT ETF 0.1%
Value ($000) $631 Shares 7,488 Est. Cost $68.93 Unrealized
IWR iShares Russell Midcap Index 0.1%
Value ($000) $627 Shares 3,623 Est. Cost $142.63 Unrealized
Netapp 0.1%
Value ($000) $621 Shares 17,525 Est. Cost $37.92 Unrealized
C D K Global 0.1%
Value ($000) $616 Shares 13,183 Est. Cost $40.74 Unrealized
Bard 0.1%
Value ($000) $607 Shares 3,625 Est. Cost $115.95 Unrealized
GRMN Garmin Ltd 0.1%
Value ($000) $601 Shares 12,640 Est. Cost $40.19 Unrealized -8.1%
VO Vanguard Mid-Cap 0.1%
Value ($000) $598 Shares 4,507 Est. Cost $95.24 Unrealized
Avon Prods Inc 0.1%
Value ($000) $592 Shares 74,096 Est. Cost $21.03 Unrealized
SWKS Skyworks Solutions 0.1%
Value ($000) $590 Shares 6,000 Est. Cost $26.27 Unrealized +161.6%
LNC Lincoln Natl Corp 0.1%
Value ($000) $590 Shares 10,276 Est. Cost $22.50 Unrealized +67.5%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $581 Shares 7,225 Est. Cost $70.70 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $559 Shares 13,900 Est. Cost $21.22 Unrealized +40.2%
Atwood Oceanics Inc 0.1%
Value ($000) $545 Shares 19,375 Est. Cost $48.34 Unrealized
PPG PPG Industries 0.1%
Value ($000) $534 Shares 2,366 Est. Cost $62.43 Unrealized +51.2%
Time Warner Inc 0.1%
Value ($000) $531 Shares 6,284 Est. Cost $58.19 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $530 Shares 6,439 Est. Cost $19.98 Unrealized +15.3%
BP BP PLC 0.1%
Value ($000) $530 Shares 13,539 Est. Cost $41.73 Unrealized
VB Vanguard Small Cap 0.1%
Value ($000) $528 Shares 4,306 Est. Cost $97.04 Unrealized
VTI Vanguard Total Stock 0.1%
Value ($000) $527 Shares 4,918 Est. Cost $82.61 Unrealized
COST Costco Companies Inc 0.1%
Value ($000) $495 Shares 3,265 Est. Cost $86.56 Unrealized +39.7%
Verifone Systems 0.1%
Value ($000) $482 Shares 13,825 Est. Cost $17.28 Unrealized
NUE Nucor Corp. 0.1%
Value ($000) $474 Shares 9,975 Est. Cost $32.44 Unrealized +10.8%
ALL Allstate Corp 0.1%
Value ($000) $462 Shares 6,485 Est. Cost $37.12 Unrealized +50.0%
XLI Industrial Select Sector Fund 0.1%
Value ($000) $440 Shares 7,885 Est. Cost $42.62 Unrealized
E M C Corp 0.1%
Value ($000) $439 Shares 17,160 Est. Cost $23.81 Unrealized
BWA Borg Warner 0.1%
Value ($000) $429 Shares 7,100 Est. Cost $34.18 Unrealized +26.5%
HAL Halliburton Co 0.1%
Value ($000) $428 Shares 9,750 Est. Cost $34.47 Unrealized -1.9%
NYT New York Times 0.1%
Value ($000) $427 Shares 31,000 Est. Cost $9.74 Unrealized +24.0%
PNC PNC Financial Services 0.1%
Value ($000) $427 Shares 4,580 Est. Cost $47.34 Unrealized +35.8%
ICUI Icu Med Inc 0.1%
Value ($000) $419 Shares 4,500 Est. Cost $66.13 Unrealized +32.3%
Allegion Plc 0.1%
Value ($000) $406 Shares 6,633 Est. Cost $43.27 Unrealized
EXPD Expeditors Intl Wash 0.1%
Value ($000) $404 Shares 8,375 Est. Cost $31.69 Unrealized +26.2%
Johnson Ctls. 0.0%
Value ($000) $402 Shares 7,976 Est. Cost $43.76 Unrealized
MSA MSA Safety 0.0%
Value ($000) $399 Shares 8,000 Est. Cost $52.42 Unrealized -7.8%
GM General Motors Corp 0.0%
Value ($000) $375 Shares 10,000 Est. Cost $23.62 Unrealized +19.2%
OXY Occidental Petroleum 0.0%
Value ($000) $365 Shares 5,000 Est. Cost $58.51 Unrealized -4.7%
BAX Baxter Intl 0.0%
Value ($000) $354 Shares 5,165 Est. Cost $30.89 Unrealized +2.5%
ACN Accenture Ltd. 0.0%
Value ($000) $350 Shares 3,741 Est. Cost $63.84 Unrealized +16.9%
DOV Dover Corp 0.0%
Value ($000) $341 Shares 4,932 Est. Cost $39.99 Unrealized +18.7%
WY Weyerhaeuser Co 0.0%
Value ($000) $338 Shares 10,210 Est. Cost $21.13 Unrealized +8.2%
Mastercard Cl A 0.0%
Value ($000) $303 Shares 3,505 Est. Cost $139.89 Unrealized
FXI iShares FTSE China Large Cap E 0.0%
Value ($000) $303 Shares 6,815 Est. Cost $32.51 Unrealized
ACWI iShares MSCI ACWI 0.0%
Value ($000) $300 Shares 5,000 Est. Cost $58.40 Unrealized
St. Jude Medical 0.0%
Value ($000) $298 Shares 4,550 Est. Cost $45.63 Unrealized
UGI UGI Corp 0.0%
Value ($000) $298 Shares 9,150 Est. Cost $28.89 Unrealized +21.4%
Wisconsin Energy Corp. 0.0%
Value ($000) $297 Shares 6,000 Est. Cost $47.00 Unrealized
CHD Church & Dwight Inc. 0.0%
Value ($000) $296 Shares 3,465 Est. Cost $28.19 Unrealized +27.9%
Unilever PLC ADR 0.0%
Value ($000) $294 Shares 7,045 Est. Cost $40.57 Unrealized
IYW iShares Tr Dow Jones Tech Sec 0.0%
Value ($000) $294 Shares 2,800 Est. Cost $73.57 Unrealized
HRB H R Block Inc 0.0%
Value ($000) $289 Shares 9,000 Est. Cost $18.18 Unrealized +22.9%
Steris 0.0%
Value ($000) $281 Shares 4,000 Est. Cost $53.50 Unrealized
DirectTV 0.0%
Value ($000) $280 Shares 3,289 Est. Cost $61.53 Unrealized
Coherent Inc 0.0%
Value ($000) $279 Shares 4,300 Est. Cost $55.12 Unrealized
VT Vanguard Intl Equity Index Fds 0.0%
Value ($000) $277 Shares 4,500 Est. Cost $60.22 Unrealized
Total S A Sponsored ADR 0.0%
Value ($000) $276 Shares 5,548 Est. Cost $48.67 Unrealized
FISV Fiserv 0.0%
Value ($000) $269 Shares 3,385 Est. Cost $29.64 Unrealized +28.6%
CTSH Cognizant Corp 0.0%
Value ($000) $264 Shares 4,230 Est. Cost $43.02 Unrealized +21.5%
Navios Maritime Partners 0.0%
Value ($000) $262 Shares 23,545 Est. Cost $14.47 Unrealized
EWG iShares MSCI Germany Index Fun 0.0%
Value ($000) $256 Shares 8,563 Est. Cost $24.69 Unrealized
Duke Energy Corp 0.0%
Value ($000) $252 Shares 3,283 Est. Cost $67.49 Unrealized
IVV iShares S&P 500 Index Fund 0.0%
Value ($000) $245 Shares 1,180 Est. Cost $169.14 Unrealized
CMCSA Comcast Corp CL A 0.0%
Value ($000) $243 Shares 4,305 Est. Cost $15.62 Unrealized +43.4%
SAIC Science Applications Internati 0.0%
Value ($000) $235 Shares 4,585 Est. Cost $39.49 Unrealized +32.5%
Cyberonics Inc 0.0%
Value ($000) $234 Shares 3,600 Est. Cost $55.56 Unrealized
Cellular Dynamics Internationa 0.0%
Value ($000) $227 Shares 13,800 Est. Cost $12.98 Unrealized
Time Warner Cable 0.0%
Value ($000) $225 Shares 1,500 Est. Cost $135.33 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $225 Shares 4,250 Est. Cost $38.42 Unrealized +12.1%
SYY Sysco 0.0%
Value ($000) $224 Shares 5,950 Est. Cost $24.38 Unrealized +21.2%
EQT Corp 0.0%
Value ($000) $220 Shares 2,650 Est. Cost $79.47 Unrealized
W.P. Carey 0.0%
Value ($000) $214 Shares 3,150 Est. Cost $70.08 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $212 Shares 3,704 Est. Cost $41.73 Unrealized 0.0%
ELV Anthem 0.0%
Value ($000) $208 Shares 1,349 Est. Cost $122.05 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $208 Shares 1,500 Est. Cost $96.63 Unrealized +8.5%
IBN ICICI Bank Ltd. 0.0%
Value ($000) $207 Shares 20,000 Est. Cost $11.55 Unrealized
IGM iShares Goldman Sachs Technolo 0.0%
Value ($000) $206 Shares 2,000 Est. Cost $102.00 Unrealized
Linear Technology Corp. 0.0%
Value ($000) $204 Shares 4,365 Est. Cost $46.74 Unrealized
Ace Limited 0.0%
Value ($000) $200 Shares 1,795 Est. Cost $114.76 Unrealized
Lendingclub Corp 0.0%
Value ($000) $196 Shares 10,000 Est. Cost $19.60 Unrealized
VSPC Viaspace Inc. 0.0%
Value ($000) $1 Shares 193,750 Est. Cost $0.01 Unrealized -45.0%
Hypertension Diagnostics Inc. 0.0%
Value ($000) $0 Shares 36,000 Est. Cost $0.03 Unrealized