BOSTON FAMILY OFFICE LLC Diversified Active

CIK: 0001039807 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 3, 2016

Total Value ($000): $771,580 (100.0% shares, 0.0% debt)

Holdings (243)

JNJ Johnson & Johnson 2.6%
Value ($000) $19,969 Shares 169,045 Est. Cost $60.30 Unrealized +55.2%
AAPL Apple Inc. 2.5%
Value ($000) $19,187 Shares 169,722 Est. Cost $19.60 Unrealized +23.6%
SPY SPDR S&P 500 2.3%
Value ($000) $17,855 Shares 82,546 Est. Cost $167.07 Unrealized
XOM Exxon Mobil Corp 2.2%
Value ($000) $16,935 Shares 194,034 Est. Cost $53.51 Unrealized +9.4%
Celgene Corp 2.0%
Value ($000) $15,450 Shares 147,800 Est. Cost $101.83 Unrealized
UNP Union Pacific Corp 1.9%
Value ($000) $14,897 Shares 152,742 Est. Cost $67.54 Unrealized +12.4%
AMT American Tower Corporation 1.8%
Value ($000) $14,215 Shares 125,427 Est. Cost $62.44 Unrealized +44.7%
ECL Ecolab Inc 1.8%
Value ($000) $14,125 Shares 116,041 Est. Cost $84.53 Unrealized +28.9%
MIDD Middleby 1.8%
Value ($000) $13,874 Shares 112,232 Est. Cost $78.12 Unrealized +57.2%
Ansys Inc. 1.8%
Value ($000) $13,861 Shares 149,676 Est. Cost $73.37 Unrealized
VWO Vanguard FTSE Emerging Mkts 1.8%
Value ($000) $13,677 Shares 363,456 Est. Cost $38.90 Unrealized
GILD Gilead Sciences Inc 1.7%
Value ($000) $13,174 Shares 166,508 Est. Cost $36.21 Unrealized +59.6%
GIS General Mills Inc 1.7%
Value ($000) $12,853 Shares 201,203 Est. Cost $31.98 Unrealized +56.4%
PG Procter & Gamble 1.6%
Value ($000) $12,443 Shares 138,640 Est. Cost $55.00 Unrealized +22.8%
MDY SPDR S&P Midcap 400 1.6%
Value ($000) $12,415 Shares 43,982 Est. Cost $211.05 Unrealized
MRSH Marsh & McLennan 1.6%
Value ($000) $12,242 Shares 182,043 Est. Cost $32.56 Unrealized +76.1%
Stericycle 1.5%
Value ($000) $11,460 Shares 143,002 Est. Cost $110.99 Unrealized
General Electric Co 1.4%
Value ($000) $10,857 Shares 366,548 Est. Cost $25.44 Unrealized
ROK Rockwell Automation 1.4%
Value ($000) $10,830 Shares 88,524 Est. Cost $70.42 Unrealized +39.2%
IJR iShares S&P SmallCap 600 Index 1.4%
Value ($000) $10,705 Shares 86,228 Est. Cost $90.60 Unrealized
SLB Schlumberger Ltd 1.4%
Value ($000) $10,422 Shares 132,532 Est. Cost $53.68 Unrealized +13.0%
ATR AptarGroup Inc 1.3%
Value ($000) $10,144 Shares 131,043 Est. Cost $46.93 Unrealized +46.9%
NSRGY Nestle SA-spons ADR 1.3%
Value ($000) $10,101 Shares 127,825 Est. Cost $65.78 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 1.3%
Value ($000) $9,936 Shares 68,774 Est. Cost $112.43 Unrealized +30.1%
FRCB First Republic Bank 1.3%
Value ($000) $9,646 Shares 125,092 Est. Cost $39.77 Unrealized +76.8%
ORCL Oracle Systems Corp 1.2%
Value ($000) $9,612 Shares 244,714 Est. Cost $27.58 Unrealized +28.4%
NKE Nike Inc Cl B 1.1%
Value ($000) $8,873 Shares 168,529 Est. Cost $42.14 Unrealized +18.7%
PEP Pepsico 1.1%
Value ($000) $8,698 Shares 79,970 Est. Cost $56.00 Unrealized +44.8%
DLTR Dollar Tree Stores 1.0%
Value ($000) $7,887 Shares 99,918 Est. Cost $49.86 Unrealized +80.5%
SYK Stryker 0.9%
Value ($000) $7,004 Shares 60,165 Est. Cost $56.92 Unrealized +84.3%
PH Parker Hannifin 0.9%
Value ($000) $6,913 Shares 55,069 Est. Cost $76.08 Unrealized +35.4%
MRK Merck & Co 0.9%
Value ($000) $6,747 Shares 108,106 Est. Cost $31.06 Unrealized +40.8%
MMM 3M Company 0.9%
Value ($000) $6,679 Shares 37,901 Est. Cost $63.71 Unrealized +71.4%
MSFT Microsoft Corp 0.8%
Value ($000) $6,547 Shares 113,656 Est. Cost $29.17 Unrealized +72.4%
AFL Aflac Corp 0.8%
Value ($000) $6,419 Shares 89,313 Est. Cost $20.11 Unrealized +45.4%
BKU BankUnited, Inc. 0.8%
Value ($000) $6,410 Shares 212,251 Est. Cost $22.81 Unrealized +0.9%
WY Weyerhaeuser Co 0.8%
Value ($000) $6,353 Shares 198,908 Est. Cost $18.40 Unrealized +19.1%
Kinder Morgan 0.8%
Value ($000) $6,265 Shares 270,848 Est. Cost $30.20 Unrealized
Praxair 0.8%
Value ($000) $6,261 Shares 51,813 Est. Cost $115.16 Unrealized
ABBV Abbvie 0.8%
Value ($000) $5,978 Shares 94,788 Est. Cost $27.39 Unrealized +60.3%
LKQ LKQ Corp. 0.8%
Value ($000) $5,833 Shares 164,489 Est. Cost $25.56 Unrealized +21.8%
PM Philip Morris International 0.7%
Value ($000) $5,691 Shares 58,537 Est. Cost $49.82 Unrealized +25.0%
ZBRA Zebra Tech Corp Cl A 0.7%
Value ($000) $5,663 Shares 81,352 Est. Cost $48.46 Unrealized +26.9%
WAB Wabtec Corp 0.7%
Value ($000) $5,622 Shares 68,855 Est. Cost $58.61 Unrealized +18.5%
MKC McCormick & Co. Inc 0.7%
Value ($000) $5,590 Shares 55,940 Est. Cost $28.17 Unrealized +50.5%
AMZN Amazon.Com Inc 0.7%
Value ($000) $5,567 Shares 6,649 Est. Cost $13.38 Unrealized +186.0%
MCD McDonald's Corp 0.7%
Value ($000) $5,541 Shares 48,034 Est. Cost $72.16 Unrealized +31.0%
CVS CVS Health Corporation 0.7%
Value ($000) $5,315 Shares 59,726 Est. Cost $51.13 Unrealized +38.7%
TEVA Teva Pharmaceutical ADR 0.6%
Value ($000) $4,993 Shares 108,519 Est. Cost $39.20 Unrealized
PFE Pfizer 0.6%
Value ($000) $4,984 Shares 147,155 Est. Cost $16.81 Unrealized +32.4%
NEE NextEra Energy 0.6%
Value ($000) $4,974 Shares 40,663 Est. Cost $14.28 Unrealized +73.8%
Powershares QQQ 0.6%
Value ($000) $4,750 Shares 40,011 Est. Cost $74.00 Unrealized
CSCO Cisco Sys Inc 0.6%
Value ($000) $4,715 Shares 148,657 Est. Cost $15.63 Unrealized +47.5%
Golar LNG Ltd 0.6%
Value ($000) $4,624 Shares 218,092 Est. Cost $26.80 Unrealized
Dentsply Sirona 0.6%
Value ($000) $4,597 Shares 77,355 Est. Cost $61.63 Unrealized
ROP Roper Technologies 0.6%
Value ($000) $4,544 Shares 24,905 Est. Cost $133.25 Unrealized +23.7%
ABT Abbott Laboratories 0.6%
Value ($000) $4,475 Shares 105,821 Est. Cost $29.16 Unrealized +23.9%
ADP Automatic Data Processing 0.6%
Value ($000) $4,402 Shares 49,904 Est. Cost $46.17 Unrealized +60.5%
DHR Danaher Corp Del Com 0.6%
Value ($000) $4,358 Shares 55,599 Est. Cost $25.01 Unrealized +169.0%
MO Altria Group Inc Com 0.6%
Value ($000) $4,249 Shares 67,196 Est. Cost $16.28 Unrealized +113.5%
CL Colgate Palmolive 0.5%
Value ($000) $4,231 Shares 57,067 Est. Cost $44.81 Unrealized +32.5%
IBM International Business Machine 0.5%
Value ($000) $4,125 Shares 25,968 Est. Cost $118.82 Unrealized -14.4%
EEM iShares MSCI Emerging Markets 0.5%
Value ($000) $4,018 Shares 107,285 Est. Cost $34.37 Unrealized
V Visa Inc Class A 0.5%
Value ($000) $4,015 Shares 48,553 Est. Cost $63.99 Unrealized +17.2%
KO Coca Cola Co 0.5%
Value ($000) $3,971 Shares 93,822 Est. Cost $28.11 Unrealized +15.8%
INTC Intel Corp 0.5%
Value ($000) $3,918 Shares 103,794 Est. Cost $19.82 Unrealized +44.4%
Quintiles IMS Holdings 0.5%
Value ($000) $3,837 Shares 47,336 Est. Cost $61.09 Unrealized
S & P Global 0.5%
Value ($000) $3,806 Shares 30,075 Est. Cost $107.26 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $3,673 Shares 35,684 Est. Cost $71.15 Unrealized -3.7%
VZ Verizon Communications 0.5%
Value ($000) $3,669 Shares 70,578 Est. Cost $26.98 Unrealized +22.0%
LOW Lowe's Companies 0.5%
Value ($000) $3,615 Shares 50,069 Est. Cost $33.36 Unrealized +96.1%
RPM RPM 0.4%
Value ($000) $3,271 Shares 60,898 Est. Cost $36.60 Unrealized +45.0%
LECO Lincoln Electric 0.4%
Value ($000) $3,125 Shares 49,901 Est. Cost $55.81 Unrealized +11.6%
NVS Novartis AG ADR 0.4%
Value ($000) $3,108 Shares 39,358 Est. Cost $71.72 Unrealized
THO Thor Industries 0.4%
Value ($000) $3,085 Shares 36,420 Est. Cost $31.92 Unrealized +102.2%
BMY Bristol-Myers Squibb 0.4%
Value ($000) $3,059 Shares 56,739 Est. Cost $31.23 Unrealized +47.7%
Monsanto 0.4%
Value ($000) $3,021 Shares 29,564 Est. Cost $98.81 Unrealized
TMO Thermo Fisher Scientific 0.4%
Value ($000) $2,985 Shares 18,765 Est. Cost $84.08 Unrealized +78.5%
D Dominion Res Inc VA 0.4%
Value ($000) $2,933 Shares 39,495 Est. Cost $34.97 Unrealized +44.7%
IWC iShares Russell Microcap Index 0.4%
Value ($000) $2,891 Shares 37,055 Est. Cost $73.84 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.4%
Value ($000) $2,868 Shares 63,130 Est. Cost $44.42 Unrealized
Du Pont E I De Nemours Co 0.4%
Value ($000) $2,822 Shares 42,139 Est. Cost $53.09 Unrealized
Alphabet Class C (Google C) 0.4%
Value ($000) $2,816 Shares 3,623 Est. Cost $640.12 Unrealized
APD Air Products & Chemicals 0.3%
Value ($000) $2,693 Shares 17,916 Est. Cost $61.55 Unrealized +78.6%
AKAM Akamai Technologies Inc 0.3%
Value ($000) $2,586 Shares 48,796 Est. Cost $44.93 Unrealized +19.1%
JPM J.P. Morgan Chase & Co. 0.3%
Value ($000) $2,545 Shares 38,215 Est. Cost $36.63 Unrealized +38.8%
DIS Disney Walt Co. 0.3%
Value ($000) $2,537 Shares 27,322 Est. Cost $65.94 Unrealized +34.8%
SHW Sherwin Williams 0.3%
Value ($000) $2,534 Shares 9,159 Est. Cost $54.48 Unrealized +63.4%
AMGN Amgen Inc 0.3%
Value ($000) $2,519 Shares 15,100 Est. Cost $91.74 Unrealized +39.2%
AL Air Lease 0.3%
Value ($000) $2,514 Shares 87,981 Est. Cost $31.25 Unrealized -22.0%
TE Connectivity 0.3%
Value ($000) $2,479 Shares 38,504 Est. Cost $62.81 Unrealized
NVO Novo Nordisk A/S ADR 0.3%
Value ($000) $2,382 Shares 57,280 Est. Cost $67.05 Unrealized
Raytheon 0.3%
Value ($000) $2,336 Shares 17,161 Est. Cost $91.44 Unrealized
EOG EOG Res Inc 0.3%
Value ($000) $2,319 Shares 23,980 Est. Cost $63.51 Unrealized +2.6%
T AT&T 0.3%
Value ($000) $2,264 Shares 55,754 Est. Cost $11.49 Unrealized +41.8%
CLX Clorox Co 0.3%
Value ($000) $2,255 Shares 18,014 Est. Cost $68.20 Unrealized +47.0%
HD Home Depot Inc 0.3%
Value ($000) $2,197 Shares 17,076 Est. Cost $59.09 Unrealized +80.0%
VEA Vanguard FTSE Developed Market 0.3%
Value ($000) $2,190 Shares 58,552 Est. Cost $36.06 Unrealized
QCOM Qualcomm 0.3%
Value ($000) $2,168 Shares 31,648 Est. Cost $46.12 Unrealized +1.7%
IDXX Idexx Labs Inc 0.3%
Value ($000) $2,161 Shares 19,166 Est. Cost $64.26 Unrealized +64.0%
FDX FedEx Corp. 0.3%
Value ($000) $2,087 Shares 11,949 Est. Cost $91.82 Unrealized +53.5%
MDLZ Mondelez International 0.3%
Value ($000) $2,041 Shares 46,486 Est. Cost $23.65 Unrealized +48.9%
Facebook 0.2%
Value ($000) $1,879 Shares 14,646 Est. Cost $101.37 Unrealized
Anadarko Petroleum 0.2%
Value ($000) $1,867 Shares 29,463 Est. Cost $77.99 Unrealized
Walgreen Boots Alliance 0.2%
Value ($000) $1,857 Shares 23,035 Est. Cost $77.48 Unrealized
Kellogg Co 0.2%
Value ($000) $1,853 Shares 23,925 Est. Cost $38.95 Unrealized +40.4%
TGT Target 0.2%
Value ($000) $1,836 Shares 26,735 Est. Cost $47.95 Unrealized +13.3%
VXF Vanguard Extended Market 0.2%
Value ($000) $1,827 Shares 20,013 Est. Cost $80.13 Unrealized
NSC Norfolk Southern 0.2%
Value ($000) $1,820 Shares 18,753 Est. Cost $57.67 Unrealized +30.3%
NEOG Neogen 0.2%
Value ($000) $1,819 Shares 32,519 Est. Cost $14.55 Unrealized +47.0%
GLW Corning Inc 0.2%
Value ($000) $1,811 Shares 76,592 Est. Cost $11.91 Unrealized +45.8%
United Technologies 0.2%
Value ($000) $1,737 Shares 17,093 Est. Cost $92.94 Unrealized
DEO Diageo PLC ADR 0.2%
Value ($000) $1,703 Shares 14,675 Est. Cost $114.87 Unrealized
SSNC SS&C Technologies Holdings 0.2%
Value ($000) $1,672 Shares 51,995 Est. Cost $22.88 Unrealized +38.5%
AXP American Express Co 0.2%
Value ($000) $1,656 Shares 25,858 Est. Cost $60.47 Unrealized -6.9%
NWL Newell Rubbermaid Inc 0.2%
Value ($000) $1,626 Shares 30,882 Est. Cost $31.35 Unrealized +11.1%
CMCSA Comcast Corp CL A 0.2%
Value ($000) $1,601 Shares 24,140 Est. Cost $22.78 Unrealized +16.8%
Syntel Inc. 0.2%
Value ($000) $1,596 Shares 38,091 Est. Cost $48.83 Unrealized
CPB Campbell Soup Co 0.2%
Value ($000) $1,578 Shares 28,841 Est. Cost $30.95 Unrealized +44.6%
ITW Illinois Tool Works 0.2%
Value ($000) $1,576 Shares 13,153 Est. Cost $52.48 Unrealized +76.9%
Alphabet Class A (Google CL A) 0.2%
Value ($000) $1,501 Shares 1,867 Est. Cost $638.26 Unrealized
WFC Wells Fargo Company 0.2%
Value ($000) $1,460 Shares 32,980 Est. Cost $29.21 Unrealized +26.1%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,450 Shares 11,498 Est. Cost $64.19 Unrealized +45.7%
BDX Becton Dickinson 0.2%
Value ($000) $1,440 Shares 8,011 Est. Cost $88.75 Unrealized +67.3%
HUBB Hubbell Inc 0.2%
Value ($000) $1,428 Shares 13,250 Est. Cost $76.44 Unrealized +14.1%
VNQ Vanguard REIT ETF 0.2%
Value ($000) $1,390 Shares 16,027 Est. Cost $74.93 Unrealized
IFF International Flavors & Fragra 0.2%
Value ($000) $1,366 Shares 9,555 Est. Cost $94.96 Unrealized +12.9%
GATX G A T X Corp 0.2%
Value ($000) $1,352 Shares 30,350 Est. Cost $34.05 Unrealized +5.1%
VXUS Vanguard Total Intl Stock ETF 0.2%
Value ($000) $1,349 Shares 28,580 Est. Cost $45.37 Unrealized
WPP PLC ADR 0.2%
Value ($000) $1,341 Shares 11,395 Est. Cost $102.57 Unrealized
Nordic American Tankers 0.2%
Value ($000) $1,321 Shares 130,650 Est. Cost $14.09 Unrealized
NTRS Northern Tr Corp 0.2%
Value ($000) $1,316 Shares 19,359 Est. Cost $41.56 Unrealized +26.2%
Cree 0.2%
Value ($000) $1,270 Shares 49,376 Est. Cost $60.25 Unrealized
Allergan PLC 0.2%
Value ($000) $1,244 Shares 5,402 Est. Cost $295.12 Unrealized
KHC Kraft Heinz 0.2%
Value ($000) $1,207 Shares 13,484 Est. Cost $47.82 Unrealized +21.4%
Chubb Ltd 0.2%
Value ($000) $1,195 Shares 9,507 Est. Cost $118.88 Unrealized
HON Honeywell International Inc 0.2%
Value ($000) $1,180 Shares 10,117 Est. Cost $63.89 Unrealized +34.7%
Welltower 0.2%
Value ($000) $1,159 Shares 15,500 Est. Cost $70.66 Unrealized
DGS Wisdomtree Emerging Mkts Sm Ca 0.1%
Value ($000) $1,137 Shares 27,239 Est. Cost $35.28 Unrealized
KEWL Keweenaw Land Association Ltd 0.1%
Value ($000) $1,102 Shares 12,310 Est. Cost $10.65 Unrealized +15.3%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $1,081 Shares 5 Est. Cost $171921.33 Unrealized +27.6%
Macquarie Infrastructure Corp 0.1%
Value ($000) $1,073 Shares 12,893 Est. Cost $74.70 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $1,051 Shares 10,466 Est. Cost $54.12 Unrealized +42.7%
VV Vanguard Large Cap 0.1%
Value ($000) $1,036 Shares 10,449 Est. Cost $74.09 Unrealized
VTI Vanguard Total Stock 0.1%
Value ($000) $1,010 Shares 9,068 Est. Cost $93.08 Unrealized
SWK Stanley Black & Decker 0.1%
Value ($000) $999 Shares 8,123 Est. Cost $59.32 Unrealized +59.1%
Royal Dutch Shell PLC ADR A 0.1%
Value ($000) $973 Shares 19,441 Est. Cost $63.81 Unrealized
Bard 0.1%
Value ($000) $964 Shares 4,300 Est. Cost $134.35 Unrealized
Express Scripts Holdings 0.1%
Value ($000) $952 Shares 13,504 Est. Cost $61.94 Unrealized
Fortive 0.1%
Value ($000) $946 Shares 18,576 Est. Cost $50.93 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $909 Shares 13,380 Est. Cost $55.53 Unrealized
WM Waste Management 0.1%
Value ($000) $882 Shares 13,834 Est. Cost $31.03 Unrealized +77.7%
IWM iShares Russell 2000 Index Fun 0.1%
Value ($000) $873 Shares 7,032 Est. Cost $99.20 Unrealized
ILMN Illumina 0.1%
Value ($000) $864 Shares 4,754 Est. Cost $77.33 Unrealized +106.9%
BUD AB InBev ADR 0.1%
Value ($000) $840 Shares 6,389 Est. Cost $90.21 Unrealized
Straight Path Communications 0.1%
Value ($000) $835 Shares 32,600 Est. Cost $19.69 Unrealized
STWD Starwood Property Trust 0.1%
Value ($000) $835 Shares 37,064 Est. Cost $23.81 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $835 Shares 10,400 Est. Cost $42.21 Unrealized +62.5%
BSX Boston Scientific 0.1%
Value ($000) $816 Shares 34,300 Est. Cost $21.86 Unrealized +9.2%
Medtronic PLC 0.1%
Value ($000) $806 Shares 9,326 Est. Cost $76.66 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $796 Shares 18,302 Est. Cost $40.20 Unrealized -22.6%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $792 Shares 9,434 Est. Cost $74.30 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $771 Shares 9,140 Est. Cost $68.05 Unrealized
Seagate Technology 0.1%
Value ($000) $771 Shares 20,000 Est. Cost $45.08 Unrealized
IWO iShares Russell 2000 Grow 0.1%
Value ($000) $759 Shares 5,100 Est. Cost $112.33 Unrealized
PolyOne 0.1%
Value ($000) $690 Shares 20,394 Est. Cost $37.09 Unrealized
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $673 Shares 4,348 Est. Cost $130.61 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $658 Shares 7,243 Est. Cost $38.97 Unrealized +38.2%
ALK Alaska Air Group Inc 0.1%
Value ($000) $654 Shares 9,925 Est. Cost $69.69 Unrealized -11.8%
Eversource Energy 0.1%
Value ($000) $645 Shares 11,905 Est. Cost $50.52 Unrealized
FISV Fiserv 0.1%
Value ($000) $642 Shares 6,455 Est. Cost $42.65 Unrealized +23.0%
W.P. Carey 0.1%
Value ($000) $625 Shares 9,679 Est. Cost $63.98 Unrealized
FCX Freeport-McMoRan 0.1%
Value ($000) $608 Shares 55,982 Est. Cost $24.16 Unrealized -56.8%
TRV Travelers Companies Inc 0.1%
Value ($000) $605 Shares 5,283 Est. Cost $64.28 Unrealized +48.2%
UNFI United Natural Foods Co 0.1%
Value ($000) $597 Shares 14,898 Est. Cost $52.28 Unrealized -12.2%
IWR iShares Russell Midcap Index 0.1%
Value ($000) $589 Shares 3,381 Est. Cost $142.63 Unrealized
Dun & Bradstreet Corp. 0.1%
Value ($000) $576 Shares 4,218 Est. Cost $130.16 Unrealized
UPS United Parcel Service 0.1%
Value ($000) $572 Shares 5,230 Est. Cost $75.18 Unrealized +2.8%
ICUI Icu Med Inc 0.1%
Value ($000) $569 Shares 4,500 Est. Cost $66.13 Unrealized +82.4%
CHD Church & Dwight Inc. 0.1%
Value ($000) $557 Shares 11,630 Est. Cost $38.72 Unrealized +12.9%
BK Bank of New York Mellon 0.1%
Value ($000) $552 Shares 13,850 Est. Cost $21.22 Unrealized +47.5%
EMR Emerson Electric Co 0.1%
Value ($000) $543 Shares 9,956 Est. Cost $40.27 Unrealized +5.0%
VO Vanguard Mid-Cap 0.1%
Value ($000) $519 Shares 4,007 Est. Cost $95.24 Unrealized
C D K Global 0.1%
Value ($000) $505 Shares 8,805 Est. Cost $40.74 Unrealized
STT State Street 0.1%
Value ($000) $498 Shares 7,157 Est. Cost $45.59 Unrealized +9.0%
LNC Lincoln Natl Corp 0.1%
Value ($000) $483 Shares 10,276 Est. Cost $22.50 Unrealized +38.3%
Time Warner Inc 0.1%
Value ($000) $478 Shares 6,000 Est. Cost $58.19 Unrealized
Jacobs Engineering Group Inc 0.1%
Value ($000) $472 Shares 9,125 Est. Cost $55.14 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $464 Shares 6,439 Est. Cost $19.95 Unrealized +3.2%
VB Vanguard Small Cap 0.1%
Value ($000) $456 Shares 3,735 Est. Cost $97.04 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $447 Shares 6,458 Est. Cost $37.12 Unrealized +50.6%
SWKS Skyworks Solutions 0.1%
Value ($000) $426 Shares 5,600 Est. Cost $26.27 Unrealized +117.9%
Coherent Inc 0.1%
Value ($000) $424 Shares 3,840 Est. Cost $55.12 Unrealized
ACN Accenture Ltd. 0.1%
Value ($000) $413 Shares 3,381 Est. Cost $63.84 Unrealized +53.8%
HAL Halliburton Co 0.1%
Value ($000) $406 Shares 9,050 Est. Cost $34.47 Unrealized +5.5%
UGI UGI Corp 0.1%
Value ($000) $400 Shares 8,850 Est. Cost $28.89 Unrealized +58.0%
PNC PNC Financial Services 0.1%
Value ($000) $396 Shares 4,395 Est. Cost $47.75 Unrealized +32.5%
Steris PLC 0.1%
Value ($000) $389 Shares 5,325 Est. Cost $65.93 Unrealized
BAX Baxter Intl 0.1%
Value ($000) $386 Shares 8,100 Est. Cost $33.38 Unrealized +21.1%
Unilever PLC ADR 0.0%
Value ($000) $382 Shares 8,050 Est. Cost $40.87 Unrealized
Vantiv Inc- CL A 0.0%
Value ($000) $372 Shares 6,605 Est. Cost $56.61 Unrealized
NYT New York Times 0.0%
Value ($000) $370 Shares 31,000 Est. Cost $9.74 Unrealized +19.5%
EWA iShares MSCI Australia Index 0.0%
Value ($000) $368 Shares 17,617 Est. Cost $22.58 Unrealized
Vanguard Consumer Discretionar 0.0%
Value ($000) $368 Shares 2,930 Est. Cost $122.26 Unrealized
Allegion Plc 0.0%
Value ($000) $348 Shares 5,052 Est. Cost $43.27 Unrealized
Vanguard Information Technolog 0.0%
Value ($000) $345 Shares 2,865 Est. Cost $107.81 Unrealized
Glaxo Smithkline Plc Spons ADR 0.0%
Value ($000) $343 Shares 7,949 Est. Cost $49.99 Unrealized
IYW iShares Tr Dow Jones Tech Sec 0.0%
Value ($000) $333 Shares 2,800 Est. Cost $73.57 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $331 Shares 4,250 Est. Cost $38.42 Unrealized +67.7%
PPG PPG Industries 0.0%
Value ($000) $329 Shares 3,182 Est. Cost $77.78 Unrealized +13.5%
WEC Energy Group 0.0%
Value ($000) $328 Shares 5,473 Est. Cost $44.95 Unrealized
CF CF Industries 0.0%
Value ($000) $323 Shares 13,275 Est. Cost $24.71 Unrealized -23.6%
Dow Chem Co 0.0%
Value ($000) $317 Shares 6,123 Est. Cost $50.85 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $308 Shares 4,775 Est. Cost $47.46 Unrealized +9.2%
BA Boeing Co 0.0%
Value ($000) $296 Shares 2,250 Est. Cost $111.87 Unrealized +8.0%
ACWI iShares MSCI ACWI 0.0%
Value ($000) $295 Shares 5,000 Est. Cost $58.40 Unrealized
SYY Sysco 0.0%
Value ($000) $289 Shares 5,900 Est. Cost $24.38 Unrealized +65.1%
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $276 Shares 4,750 Est. Cost $39.26 Unrealized +16.1%
VT Vanguard Intl Equity Index Fds 0.0%
Value ($000) $274 Shares 4,500 Est. Cost $60.22 Unrealized
IVV iShares S&P 500 Index Fund 0.0%
Value ($000) $272 Shares 1,250 Est. Cost $172.52 Unrealized
Southern Nat'l Bancorp of VA 0.0%
Value ($000) $266 Shares 20,400 Est. Cost $11.92 Unrealized
Total S A Sponsored ADR 0.0%
Value ($000) $265 Shares 5,548 Est. Cost $48.67 Unrealized
Piedmont Nat Gas 0.0%
Value ($000) $264 Shares 4,400 Est. Cost $57.05 Unrealized
Spectra Energy 0.0%
Value ($000) $263 Shares 6,150 Est. Cost $36.63 Unrealized
Vanguard Consumer Staples ETF 0.0%
Value ($000) $262 Shares 1,915 Est. Cost $140.93 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $260 Shares 3,700 Est. Cost $42.28 Unrealized +24.6%
Eaton Corp 0.0%
Value ($000) $259 Shares 3,940 Est. Cost $72.77 Unrealized
Vanguard Health Care ETF 0.0%
Value ($000) $258 Shares 1,945 Est. Cost $130.54 Unrealized
BWA Borg Warner 0.0%
Value ($000) $248 Shares 7,050 Est. Cost $25.51 Unrealized 0.0%
IGM iShares Goldman Sachs Technolo 0.0%
Value ($000) $247 Shares 2,000 Est. Cost $102.00 Unrealized
Vanguard Industrials ETF 0.0%
Value ($000) $236 Shares 2,130 Est. Cost $106.65 Unrealized
NEM Newmont Mining Corp. 0.0%
Value ($000) $228 Shares 5,800 Est. Cost $26.01 Unrealized +25.3%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $220 Shares 1,575 Est. Cost $114.17 Unrealized +5.6%
COST Costco Companies Inc 0.0%
Value ($000) $218 Shares 1,428 Est. Cost $127.77 Unrealized +7.2%
SAIC Science Applications Internati 0.0%
Value ($000) $214 Shares 3,085 Est. Cost $63.13 Unrealized 0.0%
HRB H R Block Inc 0.0%
Value ($000) $208 Shares 9,000 Est. Cost $18.18 Unrealized -10.5%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $205 Shares 2,900 Est. Cost $70.69 Unrealized
NXP Semiconductors 0.0%
Value ($000) $204 Shares 2,000 Est. Cost $102.00 Unrealized
IEUS iShares MSCI Europe Small Cap 0.0%
Value ($000) $201 Shares 4,400 Est. Cost $45.68 Unrealized
Avon Prods Inc 0.0%
Value ($000) $171 Shares 30,295 Est. Cost $21.03 Unrealized
Navios Maritime Partners 0.0%
Value ($000) $33 Shares 23,545 Est. Cost $14.47 Unrealized
VSPC Viaspace Inc. 0.0%
Value ($000) $0 Shares 193,750 Est. Cost $0.01 Unrealized -86.3%
Hypertension Diagnostics Inc. 0.0%
Value ($000) $0 Shares 36,000 Est. Cost $0.03 Unrealized