BOSTON FAMILY OFFICE LLC Diversified Active

CIK: 0001039807 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 4, 2016

Total Value ($000): $771,769 (100.0% shares, 0.0% debt)

Holdings (246)

JNJ Johnson & Johnson 2.7%
Value ($000) $21,127 Shares 174,168 Est. Cost $60.30 Unrealized +44.4%
XOM Exxon Mobil Corp 2.4%
Value ($000) $18,567 Shares 198,074 Est. Cost $53.51 Unrealized +8.1%
SPY SPDR S&P 500 2.2%
Value ($000) $17,120 Shares 81,728 Est. Cost $166.58 Unrealized
AAPL Apple Inc. 2.1%
Value ($000) $16,278 Shares 170,272 Est. Cost $19.60 Unrealized +15.4%
Stericycle 2.1%
Value ($000) $16,009 Shares 153,754 Est. Cost $110.99 Unrealized
Ansys Inc. 2.0%
Value ($000) $15,575 Shares 171,623 Est. Cost $73.37 Unrealized
GIS General Mills Inc 1.9%
Value ($000) $14,759 Shares 206,935 Est. Cost $31.98 Unrealized +42.1%
Celgene Corp 1.9%
Value ($000) $14,378 Shares 145,775 Est. Cost $101.79 Unrealized
GILD Gilead Sciences Inc 1.9%
Value ($000) $14,342 Shares 171,920 Est. Cost $36.21 Unrealized +73.3%
AMT American Tower Corporation 1.9%
Value ($000) $14,310 Shares 125,956 Est. Cost $62.44 Unrealized +34.1%
ECL Ecolab Inc 1.8%
Value ($000) $13,957 Shares 117,682 Est. Cost $84.53 Unrealized +24.1%
UNP Union Pacific Corp 1.7%
Value ($000) $13,442 Shares 154,062 Est. Cost $67.54 Unrealized +1.0%
MIDD Middleby 1.7%
Value ($000) $12,954 Shares 112,399 Est. Cost $78.12 Unrealized +46.9%
VWO Vanguard FTSE Emerging Mkts 1.7%
Value ($000) $12,819 Shares 363,853 Est. Cost $38.90 Unrealized
MRSH Marsh & McLennan 1.7%
Value ($000) $12,747 Shares 186,193 Est. Cost $32.56 Unrealized +67.9%
PG Procter & Gamble 1.6%
Value ($000) $12,396 Shares 146,398 Est. Cost $55.00 Unrealized +15.1%
MDY SPDR S&P Midcap 400 1.6%
Value ($000) $11,997 Shares 44,068 Est. Cost $211.05 Unrealized
General Electric Co 1.5%
Value ($000) $11,578 Shares 367,787 Est. Cost $25.44 Unrealized
SLB Schlumberger Ltd 1.4%
Value ($000) $10,643 Shares 134,585 Est. Cost $53.68 Unrealized +8.5%
ATR AptarGroup Inc 1.3%
Value ($000) $10,377 Shares 131,138 Est. Cost $46.93 Unrealized +44.8%
ROK Rockwell Automation 1.3%
Value ($000) $10,175 Shares 88,616 Est. Cost $70.42 Unrealized +35.5%
ORCL Oracle Systems Corp 1.3%
Value ($000) $10,097 Shares 246,689 Est. Cost $27.58 Unrealized +25.4%
NSRGY Nestle SA-spons ADR 1.3%
Value ($000) $10,086 Shares 130,461 Est. Cost $65.78 Unrealized
IJR iShares S&P SmallCap 600 Index 1.3%
Value ($000) $10,049 Shares 86,477 Est. Cost $90.60 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 1.3%
Value ($000) $9,962 Shares 68,801 Est. Cost $112.43 Unrealized +27.1%
DLTR Dollar Tree Stores 1.2%
Value ($000) $9,596 Shares 101,822 Est. Cost $49.86 Unrealized +69.6%
NKE Nike Inc Cl B 1.2%
Value ($000) $9,288 Shares 168,268 Est. Cost $42.14 Unrealized +19.4%
PEP Pepsico 1.1%
Value ($000) $8,698 Shares 82,099 Est. Cost $56.00 Unrealized +37.7%
FRCB First Republic Bank 1.1%
Value ($000) $8,665 Shares 123,809 Est. Cost $39.45 Unrealized +67.4%
SYK Stryker 1.0%
Value ($000) $7,340 Shares 61,255 Est. Cost $56.92 Unrealized +76.3%
AFL Aflac Corp 0.9%
Value ($000) $6,806 Shares 94,323 Est. Cost $20.11 Unrealized +35.6%
MMM 3M Company 0.9%
Value ($000) $6,755 Shares 38,576 Est. Cost $63.71 Unrealized +60.8%
MRK Merck & Co 0.8%
Value ($000) $6,346 Shares 110,162 Est. Cost $31.06 Unrealized +27.1%
PM Philip Morris International 0.8%
Value ($000) $6,119 Shares 60,155 Est. Cost $49.82 Unrealized +23.2%
PH Parker Hannifin 0.8%
Value ($000) $5,994 Shares 55,474 Est. Cost $76.08 Unrealized +26.8%
WY Weyerhaeuser Co 0.8%
Value ($000) $5,984 Shares 201,021 Est. Cost $18.40 Unrealized +14.7%
MKC McCormick & Co. Inc 0.8%
Value ($000) $5,979 Shares 56,050 Est. Cost $28.17 Unrealized +44.3%
MSFT Microsoft Corp 0.8%
Value ($000) $5,976 Shares 116,786 Est. Cost $29.17 Unrealized +57.6%
Praxair 0.8%
Value ($000) $5,846 Shares 52,013 Est. Cost $115.16 Unrealized
MCD McDonald's Corp 0.7%
Value ($000) $5,785 Shares 48,076 Est. Cost $72.16 Unrealized +37.4%
ABBV Abbvie 0.7%
Value ($000) $5,737 Shares 92,671 Est. Cost $27.01 Unrealized +51.7%
CVS CVS Health Corporation 0.7%
Value ($000) $5,737 Shares 59,919 Est. Cost $51.13 Unrealized +45.7%
NEE NextEra Energy 0.7%
Value ($000) $5,710 Shares 43,788 Est. Cost $14.28 Unrealized +64.5%
DHR Danaher Corp Del Com 0.7%
Value ($000) $5,564 Shares 55,094 Est. Cost $25.01 Unrealized +60.3%
TEVA Teva Pharmaceutical ADR 0.7%
Value ($000) $5,528 Shares 110,049 Est. Cost $39.20 Unrealized
PFE Pfizer 0.7%
Value ($000) $5,196 Shares 147,562 Est. Cost $16.81 Unrealized +25.2%
Monsanto 0.7%
Value ($000) $5,150 Shares 49,800 Est. Cost $98.81 Unrealized
LKQ LKQ Corp. 0.7%
Value ($000) $5,143 Shares 162,240 Est. Cost $25.48 Unrealized +14.4%
BKU BankUnited, Inc. 0.7%
Value ($000) $5,116 Shares 166,543 Est. Cost $22.75 Unrealized +9.0%
WAB Wabtec Corp 0.6%
Value ($000) $4,855 Shares 69,126 Est. Cost $58.61 Unrealized +25.3%
AMZN Amazon.Com Inc 0.6%
Value ($000) $4,840 Shares 6,763 Est. Cost $13.38 Unrealized +152.7%
Dentsply Sirona 0.6%
Value ($000) $4,799 Shares 77,357 Est. Cost $61.63 Unrealized
MO Altria Group Inc Com 0.6%
Value ($000) $4,710 Shares 68,296 Est. Cost $16.28 Unrealized +104.0%
ADP Automatic Data Processing 0.6%
Value ($000) $4,571 Shares 49,754 Est. Cost $46.17 Unrealized +55.4%
Kinder Morgan 0.6%
Value ($000) $4,526 Shares 241,781 Est. Cost $31.05 Unrealized
Powershares QQQ 0.6%
Value ($000) $4,302 Shares 40,003 Est. Cost $74.00 Unrealized
KO Coca Cola Co 0.6%
Value ($000) $4,257 Shares 93,903 Est. Cost $28.11 Unrealized +18.5%
CSCO Cisco Sys Inc 0.6%
Value ($000) $4,251 Shares 148,157 Est. Cost $15.63 Unrealized +33.4%
ROP Roper Technologies 0.6%
Value ($000) $4,245 Shares 24,890 Est. Cost $133.25 Unrealized +23.9%
CL Colgate Palmolive 0.5%
Value ($000) $4,181 Shares 57,111 Est. Cost $44.81 Unrealized +27.0%
ABT Abbott Laboratories 0.5%
Value ($000) $4,156 Shares 105,719 Est. Cost $29.16 Unrealized +14.4%
ZBRA Zebra Tech Corp Cl A 0.5%
Value ($000) $4,128 Shares 82,402 Est. Cost $48.46 Unrealized +20.0%
BMY Bristol-Myers Squibb 0.5%
Value ($000) $4,079 Shares 55,464 Est. Cost $30.89 Unrealized +63.5%
EEM iShares MSCI Emerging Markets 0.5%
Value ($000) $4,002 Shares 116,465 Est. Cost $34.37 Unrealized
LOW Lowe's Companies 0.5%
Value ($000) $3,980 Shares 50,269 Est. Cost $33.36 Unrealized +94.3%
IBM International Business Machine 0.5%
Value ($000) $3,960 Shares 26,088 Est. Cost $118.82 Unrealized -19.9%
VZ Verizon Communications 0.5%
Value ($000) $3,958 Shares 70,878 Est. Cost $26.98 Unrealized +16.7%
CVX Chevron Corp 0.5%
Value ($000) $3,751 Shares 35,782 Est. Cost $71.15 Unrealized -6.2%
DIS Disney Walt Co. 0.4%
Value ($000) $3,451 Shares 35,279 Est. Cost $65.94 Unrealized +39.8%
INTC Intel Corp 0.4%
Value ($000) $3,429 Shares 104,546 Est. Cost $19.82 Unrealized +26.7%
V Visa Inc Class A 0.4%
Value ($000) $3,406 Shares 45,915 Est. Cost $63.36 Unrealized +15.6%
NVS Novartis AG ADR 0.4%
Value ($000) $3,252 Shares 39,411 Est. Cost $71.72 Unrealized
AL Air Lease 0.4%
Value ($000) $3,229 Shares 120,568 Est. Cost $31.25 Unrealized -18.2%
S & P Global 0.4%
Value ($000) $3,228 Shares 30,095 Est. Cost $107.26 Unrealized
Syntel Inc. 0.4%
Value ($000) $3,132 Shares 69,191 Est. Cost $48.83 Unrealized
Quintiles Transnational Holdin 0.4%
Value ($000) $3,119 Shares 47,756 Est. Cost $61.09 Unrealized
D Dominion Res Inc VA 0.4%
Value ($000) $3,117 Shares 39,995 Est. Cost $34.97 Unrealized +36.5%
NVO Novo Nordisk A/S ADR 0.4%
Value ($000) $3,081 Shares 57,280 Est. Cost $67.05 Unrealized
RPM RPM 0.4%
Value ($000) $2,991 Shares 59,875 Est. Cost $36.32 Unrealized +38.0%
THO Thor Industries 0.4%
Value ($000) $2,949 Shares 45,553 Est. Cost $31.92 Unrealized +65.7%
LECO Lincoln Electric 0.4%
Value ($000) $2,945 Shares 49,856 Est. Cost $55.81 Unrealized +7.9%
TMO Thermo Fisher Scientific 0.4%
Value ($000) $2,824 Shares 19,115 Est. Cost $84.08 Unrealized +70.8%
Du Pont E I De Nemours Co 0.4%
Value ($000) $2,802 Shares 43,239 Est. Cost $53.09 Unrealized
AKAM Akamai Technologies Inc 0.4%
Value ($000) $2,768 Shares 49,496 Est. Cost $44.93 Unrealized +17.1%
VEU Vanguard FTSE All-World Ex-US 0.4%
Value ($000) $2,764 Shares 64,496 Est. Cost $44.42 Unrealized
SHW Sherwin Williams 0.3%
Value ($000) $2,684 Shares 9,138 Est. Cost $54.48 Unrealized +63.7%
Golar LNG Ltd 0.3%
Value ($000) $2,600 Shares 167,773 Est. Cost $28.49 Unrealized
APD Air Products & Chemicals 0.3%
Value ($000) $2,573 Shares 18,116 Est. Cost $61.55 Unrealized +70.5%
IWC iShares Russell Microcap Index 0.3%
Value ($000) $2,557 Shares 36,160 Est. Cost $73.73 Unrealized
CLX Clorox Co 0.3%
Value ($000) $2,469 Shares 17,844 Est. Cost $68.20 Unrealized +44.7%
JPM J.P. Morgan Chase & Co. 0.3%
Value ($000) $2,418 Shares 38,905 Est. Cost $36.63 Unrealized +31.9%
T AT&T 0.3%
Value ($000) $2,411 Shares 55,803 Est. Cost $11.49 Unrealized +31.5%
AMGN Amgen Inc 0.3%
Value ($000) $2,374 Shares 15,600 Est. Cost $91.74 Unrealized +27.2%
Raytheon 0.3%
Value ($000) $2,343 Shares 17,236 Est. Cost $91.44 Unrealized
WFC Wells Fargo Company 0.3%
Value ($000) $2,285 Shares 48,288 Est. Cost $29.21 Unrealized +27.5%
Alphabet Class C (Google C) 0.3%
Value ($000) $2,199 Shares 3,177 Est. Cost $620.86 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $2,186 Shares 17,116 Est. Cost $59.09 Unrealized +77.6%
TE Connectivity 0.3%
Value ($000) $2,169 Shares 37,980 Est. Cost $62.79 Unrealized
TGT Target 0.3%
Value ($000) $2,160 Shares 30,935 Est. Cost $47.95 Unrealized +17.0%
Kellogg Co 0.3%
Value ($000) $2,127 Shares 26,050 Est. Cost $38.95 Unrealized +30.8%
MDLZ Mondelez International 0.3%
Value ($000) $2,125 Shares 46,686 Est. Cost $23.65 Unrealized +47.3%
VEA Vanguard FTSE Developed Market 0.3%
Value ($000) $2,118 Shares 59,891 Est. Cost $36.06 Unrealized
EOG EOG Res Inc 0.3%
Value ($000) $2,032 Shares 24,355 Est. Cost $63.51 Unrealized -6.6%
CPB Campbell Soup Co 0.3%
Value ($000) $1,962 Shares 29,491 Est. Cost $30.95 Unrealized +49.0%
Walgreen Boots Alliance 0.2%
Value ($000) $1,895 Shares 22,760 Est. Cost $77.44 Unrealized
NSC Norfolk Southern 0.2%
Value ($000) $1,894 Shares 22,253 Est. Cost $57.67 Unrealized +20.9%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,867 Shares 13,578 Est. Cost $64.19 Unrealized +46.4%
Nordic American Tankers 0.2%
Value ($000) $1,839 Shares 132,400 Est. Cost $14.09 Unrealized
NEOG Neogen 0.2%
Value ($000) $1,834 Shares 32,604 Est. Cost $14.55 Unrealized +28.1%
IDXX Idexx Labs Inc 0.2%
Value ($000) $1,810 Shares 19,493 Est. Cost $64.26 Unrealized +33.6%
VXF Vanguard Extended Market 0.2%
Value ($000) $1,772 Shares 20,740 Est. Cost $80.13 Unrealized
QCOM Qualcomm 0.2%
Value ($000) $1,760 Shares 32,850 Est. Cost $46.12 Unrealized -12.7%
United Technologies 0.2%
Value ($000) $1,759 Shares 17,150 Est. Cost $92.94 Unrealized
DEO Diageo PLC ADR 0.2%
Value ($000) $1,710 Shares 15,153 Est. Cost $114.87 Unrealized
GLW Corning Inc 0.2%
Value ($000) $1,641 Shares 80,142 Est. Cost $11.91 Unrealized +30.2%
Anadarko Petroleum 0.2%
Value ($000) $1,594 Shares 29,928 Est. Cost $77.99 Unrealized
AXP American Express Co 0.2%
Value ($000) $1,571 Shares 25,858 Est. Cost $60.47 Unrealized -8.6%
FDX FedEx Corp. 0.2%
Value ($000) $1,510 Shares 9,951 Est. Cost $81.95 Unrealized +69.9%
NWL Newell Rubbermaid Inc 0.2%
Value ($000) $1,498 Shares 30,843 Est. Cost $31.35 Unrealized 0.0%
SSNC SS&C Technologies Holdings 0.2%
Value ($000) $1,496 Shares 53,270 Est. Cost $22.88 Unrealized +31.0%
BDX Becton Dickinson 0.2%
Value ($000) $1,452 Shares 8,564 Est. Cost $88.75 Unrealized +55.9%
HUBB Hubbell Inc 0.2%
Value ($000) $1,397 Shares 13,250 Est. Cost $76.44 Unrealized +12.3%
Facebook 0.2%
Value ($000) $1,388 Shares 12,146 Est. Cost $95.83 Unrealized
GATX G A T X Corp 0.2%
Value ($000) $1,374 Shares 31,250 Est. Cost $34.05 Unrealized +8.4%
Allergan PLC 0.2%
Value ($000) $1,373 Shares 5,942 Est. Cost $295.12 Unrealized
ITW Illinois Tool Works 0.2%
Value ($000) $1,370 Shares 13,153 Est. Cost $52.48 Unrealized +58.7%
VNQ Vanguard REIT ETF 0.2%
Value ($000) $1,345 Shares 15,170 Est. Cost $74.27 Unrealized
CMCSA Comcast Corp CL A 0.2%
Value ($000) $1,316 Shares 20,180 Est. Cost $22.03 Unrealized +12.2%
Alphabet Class A (Google CL A) 0.2%
Value ($000) $1,314 Shares 1,868 Est. Cost $638.26 Unrealized
Cree 0.2%
Value ($000) $1,300 Shares 53,177 Est. Cost $60.25 Unrealized
NTRS Northern Tr Corp 0.2%
Value ($000) $1,294 Shares 19,534 Est. Cost $41.56 Unrealized +28.7%
Chubb Ltd 0.2%
Value ($000) $1,224 Shares 9,362 Est. Cost $118.78 Unrealized
WPP PLC ADR 0.2%
Value ($000) $1,207 Shares 11,545 Est. Cost $102.57 Unrealized
KHC Kraft Heinz 0.2%
Value ($000) $1,196 Shares 13,517 Est. Cost $47.82 Unrealized +12.1%
Express Scripts Holdings 0.2%
Value ($000) $1,179 Shares 15,554 Est. Cost $61.94 Unrealized
HON Honeywell International Inc 0.2%
Value ($000) $1,172 Shares 10,072 Est. Cost $63.89 Unrealized +31.8%
Royal Dutch Shell PLC ADR A 0.2%
Value ($000) $1,158 Shares 20,966 Est. Cost $63.81 Unrealized
Bard 0.2%
Value ($000) $1,158 Shares 4,925 Est. Cost $134.35 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $1,120 Shares 11,066 Est. Cost $54.12 Unrealized +35.6%
Welltower 0.1%
Value ($000) $1,104 Shares 14,500 Est. Cost $70.38 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $1,091 Shares 25,020 Est. Cost $40.20 Unrealized -18.4%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $1,085 Shares 5 Est. Cost $171921.33 Unrealized +24.7%
KEWL Keweenaw Land Association Ltd 0.1%
Value ($000) $1,068 Shares 12,310 Est. Cost $10.65 Unrealized +13.4%
DGS Wisdomtree Emerging Mkts Sm Ca 0.1%
Value ($000) $1,060 Shares 27,359 Est. Cost $35.28 Unrealized
VV Vanguard Large Cap 0.1%
Value ($000) $1,030 Shares 10,741 Est. Cost $74.09 Unrealized
IFF International Flavors & Fragra 0.1%
Value ($000) $1,025 Shares 8,130 Est. Cost $92.81 Unrealized +5.0%
Ingersoll-Rand PLC 0.1%
Value ($000) $984 Shares 15,450 Est. Cost $55.53 Unrealized
VTI Vanguard Total Stock 0.1%
Value ($000) $972 Shares 9,068 Est. Cost $93.08 Unrealized
Medtronic PLC 0.1%
Value ($000) $933 Shares 10,755 Est. Cost $76.66 Unrealized
WM Waste Management 0.1%
Value ($000) $917 Shares 13,834 Est. Cost $31.03 Unrealized +63.2%
SWK Stanley Black & Decker 0.1%
Value ($000) $916 Shares 8,238 Est. Cost $59.32 Unrealized +45.8%
Straight Path Communications 0.1%
Value ($000) $902 Shares 32,600 Est. Cost $19.69 Unrealized
Macquarie Infrastructure Corp 0.1%
Value ($000) $884 Shares 11,943 Est. Cost $74.02 Unrealized
BUD AB InBev ADR 0.1%
Value ($000) $848 Shares 6,439 Est. Cost $90.21 Unrealized
VXUS Vanguard Total Intl Stock ETF 0.1%
Value ($000) $846 Shares 19,030 Est. Cost $44.46 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $819 Shares 10,400 Est. Cost $42.21 Unrealized +51.8%
IWM iShares Russell 2000 Index Fun 0.1%
Value ($000) $809 Shares 7,032 Est. Cost $99.20 Unrealized
STWD Starwood Property Trust 0.1%
Value ($000) $771 Shares 37,230 Est. Cost $23.81 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $767 Shares 9,135 Est. Cost $68.05 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $745 Shares 8,949 Est. Cost $73.78 Unrealized
Eversource Energy 0.1%
Value ($000) $724 Shares 12,093 Est. Cost $50.52 Unrealized
BSX Boston Scientific 0.1%
Value ($000) $722 Shares 30,875 Est. Cost $21.63 Unrealized 0.0%
PolyOne 0.1%
Value ($000) $716 Shares 20,311 Est. Cost $37.09 Unrealized
IWO iShares Russell 2000 Grow 0.1%
Value ($000) $700 Shares 5,100 Est. Cost $112.33 Unrealized
UNFI United Natural Foods Co 0.1%
Value ($000) $697 Shares 14,900 Est. Cost $52.28 Unrealized -26.6%
FCX Freeport-McMoRan 0.1%
Value ($000) $685 Shares 61,494 Est. Cost $24.16 Unrealized -58.4%
ILMN Illumina 0.1%
Value ($000) $668 Shares 4,755 Est. Cost $77.33 Unrealized +83.7%
FISV Fiserv 0.1%
Value ($000) $653 Shares 6,005 Est. Cost $41.91 Unrealized +22.8%
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $650 Shares 4,348 Est. Cost $130.61 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $630 Shares 7,593 Est. Cost $38.97 Unrealized +26.9%
TRV Travelers Companies Inc 0.1%
Value ($000) $629 Shares 5,283 Est. Cost $64.28 Unrealized +42.3%
CF CF Industries 0.1%
Value ($000) $629 Shares 26,100 Est. Cost $24.71 Unrealized -8.2%
STT State Street 0.1%
Value ($000) $575 Shares 10,657 Est. Cost $45.59 Unrealized -1.0%
IWR iShares Russell Midcap Index 0.1%
Value ($000) $569 Shares 3,381 Est. Cost $142.63 Unrealized
BA Boeing Co 0.1%
Value ($000) $552 Shares 4,250 Est. Cost $111.87 Unrealized +6.0%
BK Bank of New York Mellon 0.1%
Value ($000) $538 Shares 13,850 Est. Cost $21.22 Unrealized +46.2%
EMR Emerson Electric Co 0.1%
Value ($000) $525 Shares 10,056 Est. Cost $40.27 Unrealized +3.2%
ICUI Icu Med Inc 0.1%
Value ($000) $507 Shares 4,500 Est. Cost $66.13 Unrealized +56.9%
VO Vanguard Mid-Cap 0.1%
Value ($000) $504 Shares 4,074 Est. Cost $95.24 Unrealized
C D K Global 0.1%
Value ($000) $489 Shares 8,805 Est. Cost $40.74 Unrealized
Seagate Technology 0.1%
Value ($000) $487 Shares 20,000 Est. Cost $45.08 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $470 Shares 6,439 Est. Cost $19.95 Unrealized -2.2%
CHD Church & Dwight Inc. 0.1%
Value ($000) $465 Shares 4,515 Est. Cost $30.88 Unrealized +37.9%
Johnson Ctls. 0.1%
Value ($000) $461 Shares 10,417 Est. Cost $42.57 Unrealized
Allegion Plc 0.1%
Value ($000) $460 Shares 6,630 Est. Cost $43.27 Unrealized
Jacobs Engineering Group Inc 0.1%
Value ($000) $455 Shares 9,125 Est. Cost $55.14 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $453 Shares 6,475 Est. Cost $37.12 Unrealized +45.8%
Time Warner Inc 0.1%
Value ($000) $441 Shares 6,000 Est. Cost $58.19 Unrealized
VB Vanguard Small Cap 0.1%
Value ($000) $440 Shares 3,804 Est. Cost $97.04 Unrealized
Vantiv Inc- CL A 0.1%
Value ($000) $439 Shares 7,755 Est. Cost $56.61 Unrealized
ALK Alaska Air Group Inc 0.1%
Value ($000) $434 Shares 7,450 Est. Cost $72.44 Unrealized -11.3%
W.P. Carey 0.1%
Value ($000) $432 Shares 6,229 Est. Cost $63.66 Unrealized
WEC Energy Group 0.1%
Value ($000) $423 Shares 6,473 Est. Cost $44.95 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $410 Shares 9,050 Est. Cost $34.47 Unrealized -1.0%
E M C Corp 0.1%
Value ($000) $405 Shares 14,890 Est. Cost $23.81 Unrealized
UGI UGI Corp 0.1%
Value ($000) $400 Shares 8,850 Est. Cost $28.89 Unrealized +45.9%
LNC Lincoln Natl Corp 0.1%
Value ($000) $398 Shares 10,276 Est. Cost $22.50 Unrealized +30.1%
ACN Accenture Ltd. 0.1%
Value ($000) $387 Shares 3,416 Est. Cost $63.84 Unrealized +56.4%
Unilever PLC ADR 0.1%
Value ($000) $386 Shares 8,050 Est. Cost $40.87 Unrealized
NYT New York Times 0.0%
Value ($000) $375 Shares 31,000 Est. Cost $9.74 Unrealized +15.3%
ADI Analog Devices Inc 0.0%
Value ($000) $374 Shares 6,600 Est. Cost $47.46 Unrealized +0.2%
EWA iShares MSCI Australia Index 0.0%
Value ($000) $372 Shares 19,105 Est. Cost $22.58 Unrealized
Steris PLC 0.0%
Value ($000) $366 Shares 5,325 Est. Cost $65.93 Unrealized
BAX Baxter Intl 0.0%
Value ($000) $366 Shares 8,100 Est. Cost $33.38 Unrealized +12.3%
SWKS Skyworks Solutions 0.0%
Value ($000) $361 Shares 5,700 Est. Cost $26.27 Unrealized +111.5%
PNC PNC Financial Services 0.0%
Value ($000) $358 Shares 4,395 Est. Cost $47.75 Unrealized +31.8%
Coherent Inc 0.0%
Value ($000) $352 Shares 3,840 Est. Cost $55.12 Unrealized
Glaxo Smithkline Plc Spons ADR 0.0%
Value ($000) $345 Shares 7,949 Est. Cost $49.99 Unrealized
Vanguard Consumer Discretionar 0.0%
Value ($000) $340 Shares 2,785 Est. Cost $122.08 Unrealized
PPG PPG Industries 0.0%
Value ($000) $337 Shares 3,237 Est. Cost $77.78 Unrealized +17.7%
AVY Avery Dennison Corp 0.0%
Value ($000) $318 Shares 4,250 Est. Cost $38.42 Unrealized +62.3%
Dow Chem Co 0.0%
Value ($000) $304 Shares 6,123 Est. Cost $50.85 Unrealized
Pioneer National Resources 0.0%
Value ($000) $302 Shares 2,000 Est. Cost $151.00 Unrealized
SYY Sysco 0.0%
Value ($000) $302 Shares 5,950 Est. Cost $24.38 Unrealized +54.6%
IYW iShares Tr Dow Jones Tech Sec 0.0%
Value ($000) $295 Shares 2,800 Est. Cost $73.57 Unrealized
Vanguard Information Technolog 0.0%
Value ($000) $286 Shares 2,675 Est. Cost $106.92 Unrealized
ACWI iShares MSCI ACWI 0.0%
Value ($000) $281 Shares 5,000 Est. Cost $58.40 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $280 Shares 2,600 Est. Cost $73.08 Unrealized 0.0%
IVV iShares S&P 500 Index Fund 0.0%
Value ($000) $271 Shares 1,287 Est. Cost $172.52 Unrealized
OEF iShares S&P 100 Index 0.0%
Value ($000) $270 Shares 2,903 Est. Cost $90.94 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $270 Shares 4,650 Est. Cost $39.12 Unrealized +8.4%
Total S A Sponsored ADR 0.0%
Value ($000) $267 Shares 5,548 Est. Cost $48.67 Unrealized
Piedmont Nat Gas 0.0%
Value ($000) $265 Shares 4,400 Est. Cost $57.05 Unrealized
VT Vanguard Intl Equity Index Fds 0.0%
Value ($000) $261 Shares 4,500 Est. Cost $60.22 Unrealized
Southern Nat'l Bancorp of VA 0.0%
Value ($000) $260 Shares 21,400 Est. Cost $11.92 Unrealized
DE Deere & Co 0.0%
Value ($000) $251 Shares 3,100 Est. Cost $68.04 Unrealized +2.8%
Vanguard Consumer Staples ETF 0.0%
Value ($000) $248 Shares 1,755 Est. Cost $141.31 Unrealized
BEN Franklin Resources 0.0%
Value ($000) $239 Shares 7,164 Est. Cost $29.22 Unrealized -22.9%
Vanguard Health Care ETF 0.0%
Value ($000) $236 Shares 1,810 Est. Cost $130.39 Unrealized
Eaton Corp 0.0%
Value ($000) $235 Shares 3,940 Est. Cost $72.77 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $232 Shares 3,700 Est. Cost $42.28 Unrealized +8.0%
NEM Newmont Mining Corp. 0.0%
Value ($000) $227 Shares 5,800 Est. Cost $26.01 Unrealized 0.0%
Spectra Energy 0.0%
Value ($000) $226 Shares 6,170 Est. Cost $36.63 Unrealized
COST Costco Companies Inc 0.0%
Value ($000) $224 Shares 1,428 Est. Cost $127.77 Unrealized +0.2%
Dun & Bradstreet Corp. 0.0%
Value ($000) $224 Shares 1,838 Est. Cost $121.87 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value ($000) $222 Shares 1,575 Est. Cost $114.17 Unrealized 0.0%
CTSH Cognizant Corp 0.0%
Value ($000) $220 Shares 3,840 Est. Cost $43.02 Unrealized +24.5%
IGM iShares Goldman Sachs Technolo 0.0%
Value ($000) $220 Shares 2,000 Est. Cost $102.00 Unrealized
SPDR S&P China ETF 0.0%
Value ($000) $211 Shares 3,020 Est. Cost $64.09 Unrealized
HRB H R Block Inc 0.0%
Value ($000) $207 Shares 9,000 Est. Cost $18.18 Unrealized -15.8%
EQT Corp 0.0%
Value ($000) $205 Shares 2,650 Est. Cost $77.36 Unrealized
Vanguard Industrials ETF 0.0%
Value ($000) $205 Shares 1,930 Est. Cost $106.22 Unrealized
Avon Prods Inc 0.0%
Value ($000) $125 Shares 32,960 Est. Cost $21.03 Unrealized
Navios Maritime Partners 0.0%
Value ($000) $30 Shares 23,545 Est. Cost $14.47 Unrealized
VSPC Viaspace Inc. 0.0%
Value ($000) $1 Shares 193,750 Est. Cost $0.01 Unrealized -76.6%
Hypertension Diagnostics Inc. 0.0%
Value ($000) $0 Shares 36,000 Est. Cost $0.03 Unrealized