WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 31, 2014

Total Value ($000): $3,168,212 (100.0% shares, 0.0% debt)

Holdings (330)

XOM EXXON MOBIL CORP 3.2%
Value ($000) $99,844 Shares 991,703 Est. Cost $53.69 Unrealized +15.2%
UNITED TECHNOLOGIES CORP 2.9%
Value ($000) $92,331 Shares 799,751 Est. Cost $92.94 Unrealized
PG PROCTER & GAMBLE CO 2.8%
Value ($000) $87,915 Shares 1,118,659 Est. Cost $55.00 Unrealized +6.0%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $77,846 Shares 744,082 Est. Cost $59.66 Unrealized +22.6%
SLB SCHLUMBERGER LTD 2.2%
Value ($000) $70,487 Shares 597,599 Est. Cost $54.05 Unrealized +38.5%
ORLY O REILLY AUTOMOTIVE INC NEW 1.9%
Value ($000) $60,870 Shares 404,187 Est. Cost $7.19 Unrealized +37.1%
KMX CARMAX INC 1.9%
Value ($000) $58,801 Shares 1,130,572 Est. Cost $45.43 Unrealized -0.0%
PEP PEPSICO INC 1.8%
Value ($000) $57,710 Shares 645,962 Est. Cost $56.00 Unrealized +8.8%
DHR DANAHER CORP DEL 1.8%
Value ($000) $56,143 Shares 713,109 Est. Cost $25.32 Unrealized +22.8%
STERICYCLE INC 1.7%
Value ($000) $54,584 Shares 460,938 Est. Cost $110.43 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $54,443 Shares 585,852 Est. Cost $17.89 Unrealized +4.3%
GENERAL ELECTRIC CO 1.7%
Value ($000) $52,407 Shares 1,994,182 Est. Cost $23.19 Unrealized
SYK STRYKER CORP 1.6%
Value ($000) $49,736 Shares 589,846 Est. Cost $56.92 Unrealized +25.0%
KAYNE ANDERSON MLP INVT CO 1.6%
Value ($000) $49,415 Shares 1,253,860 Est. Cost $38.82 Unrealized
QCOM QUALCOMM INC 1.5%
Value ($000) $47,264 Shares 596,771 Est. Cost $45.06 Unrealized +27.2%
WFC WELLS FARGO & CO NEW 1.4%
Value ($000) $45,779 Shares 870,970 Est. Cost $27.65 Unrealized +31.3%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $44,792 Shares 247,100 Est. Cost $118.94 Unrealized -5.6%
IRON MTN INC 1.4%
Value ($000) $44,023 Shares 1,241,832 Est. Cost $26.72 Unrealized
MCD MCDONALDS CORP 1.4%
Value ($000) $43,131 Shares 428,141 Est. Cost $71.81 Unrealized +4.2%
MSFT MICROSOFT CORP 1.3%
Value ($000) $42,535 Shares 1,020,021 Est. Cost $26.81 Unrealized +26.7%
MMM 3M CO 1.3%
Value ($000) $41,785 Shares 291,711 Est. Cost $61.26 Unrealized +32.3%
PRAXAIR INC 1.3%
Value ($000) $41,527 Shares 312,602 Est. Cost $115.16 Unrealized
JOHNSON CTLS INC 1.3%
Value ($000) $41,009 Shares 821,317 Est. Cost $35.79 Unrealized
AFL AFLAC INC 1.3%
Value ($000) $40,964 Shares 658,047 Est. Cost $20.11 Unrealized +17.8%
ECL ECOLAB INC 1.3%
Value ($000) $39,705 Shares 356,610 Est. Cost $73.48 Unrealized +28.3%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $39,103 Shares 299,525 Est. Cost $71.35 Unrealized +6.4%
HD HOME DEPOT INC 1.2%
Value ($000) $38,977 Shares 481,446 Est. Cost $56.24 Unrealized +6.9%
PAYX PAYCHEX INC 1.2%
Value ($000) $36,949 Shares 889,022 Est. Cost $25.02 Unrealized +15.1%
V VISA INC 1.1%
Value ($000) $36,384 Shares 172,677 Est. Cost $40.96 Unrealized +17.6%
MRK MERCK & CO INC NEW 1.1%
Value ($000) $35,608 Shares 615,508 Est. Cost $30.02 Unrealized +26.5%
PFE PFIZER INC 1.0%
Value ($000) $33,072 Shares 1,114,263 Est. Cost $16.46 Unrealized +6.6%
TRMB TRIMBLE NAVIGATION LTD 1.0%
Value ($000) $32,149 Shares 870,081 Est. Cost $27.62 Unrealized +35.4%
EXPD EXPEDITORS INTL WASH INC 1.0%
Value ($000) $31,924 Shares 722,911 Est. Cost $31.69 Unrealized +16.6%
ABBV ABBVIE INC 1.0%
Value ($000) $31,553 Shares 559,054 Est. Cost $26.55 Unrealized +24.2%
CVS CVS CAREMARK CORPORATION 1.0%
Value ($000) $31,488 Shares 417,764 Est. Cost $42.28 Unrealized +29.8%
STT STATE STR CORP 1.0%
Value ($000) $31,396 Shares 466,781 Est. Cost $44.60 Unrealized +7.4%
EMR EMERSON ELEC CO 0.9%
Value ($000) $29,398 Shares 443,006 Est. Cost $40.02 Unrealized +22.8%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $28,860 Shares 500,856 Est. Cost $36.33 Unrealized +13.4%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $27,567 Shares 332,486 Est. Cost $39.92 Unrealized +35.5%
INTC INTEL CORP 0.9%
Value ($000) $27,140 Shares 878,292 Est. Cost $17.18 Unrealized +20.4%
GLAXOSMITHKLINE PLC 0.8%
Value ($000) $26,745 Shares 500,086 Est. Cost $49.97 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $26,430 Shares 977,780 Est. Cost $23.30 Unrealized
TD TORONTO DOMINION BK ONT 0.8%
Value ($000) $26,097 Shares 507,616 Est. Cost $42.75 Unrealized +13.6%
LINEAR TECHNOLOGY CORP 0.8%
Value ($000) $25,749 Shares 547,028 Est. Cost $38.13 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $24,655 Shares 602,822 Est. Cost $28.85 Unrealized +9.2%
SU SUNCOR ENERGY INC NEW 0.7%
Value ($000) $23,449 Shares 550,078 Est. Cost $19.90 Unrealized +30.7%
MET METLIFE INC 0.7%
Value ($000) $23,139 Shares 416,462 Est. Cost $25.93 Unrealized +22.8%
LQD ISHARES 0.7%
Value ($000) $22,748 Shares 190,738 Est. Cost $113.65 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $22,654 Shares 285,753 Est. Cost $45.09 Unrealized +17.2%
KO COCA COLA CO 0.7%
Value ($000) $22,573 Shares 532,865 Est. Cost $27.85 Unrealized +0.9%
DOV DOVER CORP 0.7%
Value ($000) $21,918 Shares 240,989 Est. Cost $39.99 Unrealized +42.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $21,049 Shares 80,784 Est. Cost $213.10 Unrealized
CVE CENOVUS ENERGY INC 0.7%
Value ($000) $20,995 Shares 648,607 Est. Cost $22.39 Unrealized +4.1%
FISV FISERV INC 0.7%
Value ($000) $20,881 Shares 346,167 Est. Cost $24.41 Unrealized +21.4%
IGSB ISHARES 0.7%
Value ($000) $20,808 Shares 196,890 Est. Cost $105.03 Unrealized
GOOGLE INC 0.6%
Value ($000) $20,522 Shares 35,673 Est. Cost $575.28 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $20,249 Shares 413,843 Est. Cost $26.98 Unrealized -0.7%
VRTX VERTEX PHARMACEUTICALS INC 0.6%
Value ($000) $20,125 Shares 212,554 Est. Cost $73.64 Unrealized -4.8%
GOOGLE INC 0.6%
Value ($000) $19,522 Shares 33,388 Est. Cost $911.23 Unrealized
POWERSHARES ETF TRUST II 0.6%
Value ($000) $19,005 Shares 764,165 Est. Cost $24.79 Unrealized
T AT&T INC 0.6%
Value ($000) $18,585 Shares 525,612 Est. Cost $11.39 Unrealized +3.4%
MTD METTLER TOLEDO INTERNATIONAL 0.6%
Value ($000) $17,478 Shares 69,035 Est. Cost $219.22 Unrealized +9.6%
RAYTHEON CO 0.6%
Value ($000) $17,443 Shares 189,088 Est. Cost $66.12 Unrealized
RMD RESMED INC 0.6%
Value ($000) $17,435 Shares 344,355 Est. Cost $40.34 Unrealized +5.6%
LIFE TIME FITNESS INC 0.5%
Value ($000) $17,418 Shares 357,373 Est. Cost $49.92 Unrealized
TDC TERADATA CORP DEL 0.5%
Value ($000) $17,141 Shares 426,400 Est. Cost $53.87 Unrealized -19.0%
TJX TJX COS INC NEW 0.5%
Value ($000) $15,279 Shares 287,481 Est. Cost $21.78 Unrealized +11.7%
NOBLE CORP PLC 0.5%
Value ($000) $14,946 Shares 445,346 Est. Cost $33.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $14,631 Shares 115,598 Est. Cost $110.20 Unrealized +14.9%
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $14,311 Shares 173,255 Est. Cost $58.66 Unrealized +7.5%
IDXX IDEXX LABS INC 0.5%
Value ($000) $14,300 Shares 107,063 Est. Cost $43.69 Unrealized +45.5%
USB US BANCORP DEL 0.4%
Value ($000) $14,166 Shares 326,998 Est. Cost $22.77 Unrealized +22.6%
CELGENE CORP 0.4%
Value ($000) $13,729 Shares 159,869 Est. Cost $113.65 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $13,258 Shares 115,129 Est. Cost $86.61 Unrealized +6.0%
MZTI LANCASTER COLONY CORP 0.4%
Value ($000) $12,340 Shares 129,677 Est. Cost $79.95 Unrealized +15.8%
CGNX COGNEX CORP 0.4%
Value ($000) $12,305 Shares 320,440 Est. Cost $11.30 Unrealized +43.6%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $12,276 Shares 119,578 Est. Cost $55.55 Unrealized +19.9%
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $11,731 Shares 107,941 Est. Cost $61.55 Unrealized +26.8%
BIV VANGUARD BD INDEX FD INC 0.4%
Value ($000) $11,729 Shares 138,485 Est. Cost $83.49 Unrealized
HOSPITALITY PPTYS TR 0.4%
Value ($000) $11,689 Shares 384,506 Est. Cost $26.36 Unrealized
SOLAZYME INC 0.4%
Value ($000) $11,223 Shares 952,781 Est. Cost $11.46 Unrealized
NVS NOVARTIS A G 0.4%
Value ($000) $11,215 Shares 123,880 Est. Cost $71.15 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $10,804 Shares 126,025 Est. Cost $40.21 Unrealized +32.7%
LLY LILLY ELI & CO 0.3%
Value ($000) $10,212 Shares 164,256 Est. Cost $42.13 Unrealized +14.0%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $10,114 Shares 234,482 Est. Cost $38.79 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $10,033 Shares 206,818 Est. Cost $28.67 Unrealized +16.9%
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $10,006 Shares 165,659 Est. Cost $9.87 Unrealized +12.4%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $9,637 Shares 81,462 Est. Cost $78.27 Unrealized +21.0%
ORCL ORACLE CORP 0.3%
Value ($000) $9,612 Shares 237,180 Est. Cost $27.58 Unrealized +25.7%
TIME WARNER CABLE INC 0.3%
Value ($000) $9,480 Shares 64,358 Est. Cost $133.76 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $9,433 Shares 125,660 Est. Cost $20.24 Unrealized +1.5%
ALLERGAN INC 0.3%
Value ($000) $9,190 Shares 54,305 Est. Cost $84.23 Unrealized
BNS BANK N S HALIFAX 0.3%
Value ($000) $8,599 Shares 129,125 Est. Cost $30.43 Unrealized +14.3%
CONSTANT CONTACT INC 0.3%
Value ($000) $8,566 Shares 266,744 Est. Cost $16.07 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $8,254 Shares 220,410 Est. Cost $24.40 Unrealized +10.2%
BARRICK GOLD CORP 0.3%
Value ($000) $8,235 Shares 449,984 Est. Cost $15.76 Unrealized
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $8,202 Shares 533,682 Est. Cost $10.39 Unrealized +17.8%
EEM ISHARES 0.3%
Value ($000) $7,961 Shares 184,173 Est. Cost $38.50 Unrealized
BIO-REFERENCE LABS INC 0.2%
Value ($000) $7,620 Shares 252,168 Est. Cost $28.75 Unrealized
WALGREEN CO 0.2%
Value ($000) $7,545 Shares 101,778 Est. Cost $44.83 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $7,535 Shares 144,104 Est. Cost $44.36 Unrealized
CHD CHURCH & DWIGHT INC 0.2%
Value ($000) $7,448 Shares 106,476 Est. Cost $27.07 Unrealized +8.4%
DENTSPLY INTL INC NEW 0.2%
Value ($000) $6,889 Shares 145,504 Est. Cost $40.97 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $6,828 Shares 92,041 Est. Cost $41.83 Unrealized +6.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $6,711 Shares 78,263 Est. Cost $56.68 Unrealized +29.6%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $6,684 Shares 98,040 Est. Cost $44.56 Unrealized +15.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $6,676 Shares 51,903 Est. Cost $61.92 Unrealized +35.5%
GIS GENERAL MLS INC 0.2%
Value ($000) $6,570 Shares 125,048 Est. Cost $31.98 Unrealized +11.9%
ABBNY ABB LTD 0.2%
Value ($000) $6,530 Shares 283,672 Est. Cost $21.66 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $6,491 Shares 58,360 Est. Cost $63.04 Unrealized +13.8%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $6,438 Shares 92,136 Est. Cost $56.87 Unrealized +19.2%
ENCANA CORP 0.2%
Value ($000) $6,337 Shares 267,263 Est. Cost $16.94 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $5,611 Shares 65,368 Est. Cost $11.54 Unrealized +17.5%
ZBH ZIMMER HLDGS INC 0.2%
Value ($000) $5,484 Shares 52,814 Est. Cost $67.30 Unrealized +31.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $5,468 Shares 27,939 Est. Cost $163.78 Unrealized
BP BP PLC 0.2%
Value ($000) $5,319 Shares 100,827 Est. Cost $41.75 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $5,173 Shares 208,183 Est. Cost $15.33 Unrealized +8.5%
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $4,846 Shares 156,380 Est. Cost $16.79 Unrealized +15.1%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $4,460 Shares 93,051 Est. Cost $18.55 Unrealized -0.2%
COLFAX CORP 0.1%
Value ($000) $4,335 Shares 58,145 Est. Cost $59.25 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $4,254 Shares 54,971 Est. Cost $24.63 Unrealized +17.2%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $4,243 Shares 64,849 Est. Cost $52.50 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $4,154 Shares 20,073 Est. Cost $53.48 Unrealized +11.9%
DVY ISHARES 0.1%
Value ($000) $4,130 Shares 53,649 Est. Cost $64.50 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $3,826 Shares 47,630 Est. Cost $80.07 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $3,648 Shares 41,538 Est. Cost $56.98 Unrealized +11.4%
STAPLES INC 0.1%
Value ($000) $3,614 Shares 333,272 Est. Cost $15.87 Unrealized
TIFFANY & CO NEW 0.1%
Value ($000) $3,585 Shares 35,765 Est. Cost $73.49 Unrealized
E M C CORP MASS 0.1%
Value ($000) $3,550 Shares 134,750 Est. Cost $23.69 Unrealized
U S SILICA HLDGS INC 0.1%
Value ($000) $3,546 Shares 63,972 Est. Cost $38.17 Unrealized
KN KNOWLES CORP 0.1%
Value ($000) $3,391 Shares 110,312 Est. Cost $30.49 Unrealized -0.8%
IWM ISHARES 0.1%
Value ($000) $3,390 Shares 28,528 Est. Cost $98.79 Unrealized
COMCAST CORP NEW 0.1%
Value ($000) $3,350 Shares 62,813 Est. Cost $39.67 Unrealized
MORN MORNINGSTAR INC 0.1%
Value ($000) $3,306 Shares 46,044 Est. Cost $69.29 Unrealized +5.5%
EFA ISHARES 0.1%
Value ($000) $3,261 Shares 47,693 Est. Cost $58.32 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $3,231 Shares 32,390 Est. Cost $66.14 Unrealized +13.0%
TWENTY FIRST CENTY FOX INC 0.1%
Value ($000) $3,145 Shares 89,465 Est. Cost $34.29 Unrealized
MEAD JOHNSON NUTRITION CO 0.1%
Value ($000) $3,037 Shares 32,597 Est. Cost $84.32 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $3,012 Shares 70,717 Est. Cost $40.73 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $2,917 Shares 45,912 Est. Cost $9.74 Unrealized +35.4%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $2,765 Shares 39,877 Est. Cost $61.73 Unrealized
PLAINS GP HLDGS L P 0.1%
Value ($000) $2,684 Shares 83,900 Est. Cost $31.99 Unrealized
PORTFOLIO RECOVERY ASSOCS IN 0.1%
Value ($000) $2,665 Shares 44,784 Est. Cost $55.80 Unrealized
CIGNA CORPORATION 0.1%
Value ($000) $2,542 Shares 27,636 Est. Cost $72.49 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $2,497 Shares 108,204 Est. Cost $20.45 Unrealized
GXC SPDR INDEX SHS FDS 0.1%
Value ($000) $2,470 Shares 32,820 Est. Cost $64.07 Unrealized
DOW CHEM CO 0.1%
Value ($000) $2,442 Shares 47,457 Est. Cost $32.73 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $2,374 Shares 22,244 Est. Cost $82.82 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,366 Shares 28,062 Est. Cost $49.85 Unrealized -3.2%
MEDTRONIC INC 0.1%
Value ($000) $2,335 Shares 36,621 Est. Cost $51.47 Unrealized
CHUBB CORP 0.1%
Value ($000) $2,223 Shares 24,119 Est. Cost $84.73 Unrealized
EATON VANCE CORP 0.1%
Value ($000) $2,147 Shares 56,806 Est. Cost $37.61 Unrealized
NORTHWEST NAT GAS CO 0.1%
Value ($000) $2,124 Shares 45,056 Est. Cost $42.49 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $2,102 Shares 144,000 Est. Cost $14.66 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $2,065 Shares 93,007 Est. Cost $14.92 Unrealized +6.4%
RIGNET INC 0.1%
Value ($000) $2,039 Shares 37,888 Est. Cost $36.16 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $2,023 Shares 24,556 Est. Cost $63.78 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $2,008 Shares 43,826 Est. Cost $30.86 Unrealized +2.3%
VARIAN MED SYS INC 0.1%
Value ($000) $2,007 Shares 24,143 Est. Cost $67.74 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,955 Shares 40,736 Est. Cost $32.77 Unrealized +15.5%
EWC ISHARES 0.1%
Value ($000) $1,932 Shares 59,958 Est. Cost $26.16 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,869 Shares 21,351 Est. Cost $50.42 Unrealized +29.8%
MARKET VECTORS ETF TR 0.1%
Value ($000) $1,857 Shares 33,743 Est. Cost $51.23 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $1,833 Shares 20,905 Est. Cost $53.10 Unrealized +37.7%
SIGMA ALDRICH CORP 0.1%
Value ($000) $1,782 Shares 17,559 Est. Cost $80.43 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,758 Shares 13,823 Est. Cost $81.41 Unrealized +38.3%
POWERSHARES ETF TRUST 0.1%
Value ($000) $1,750 Shares 65,820 Est. Cost $22.34 Unrealized
IWR ISHARES 0.1%
Value ($000) $1,731 Shares 10,647 Est. Cost $147.02 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $1,730 Shares 68,220 Est. Cost $17.06 Unrealized +4.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,719 Shares 14,370 Est. Cost $62.64 Unrealized +59.0%
FXI ISHARES 0.1%
Value ($000) $1,694 Shares 45,724 Est. Cost $32.52 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,685 Shares 35,256 Est. Cost $25.31 Unrealized +34.4%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $1,666 Shares 13,010 Est. Cost $119.13 Unrealized
IYR ISHARES 0.1%
Value ($000) $1,666 Shares 23,200 Est. Cost $66.41 Unrealized
NOBLE ENERGY INC 0.1%
Value ($000) $1,650 Shares 21,300 Est. Cost $60.04 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $1,628 Shares 34,555 Est. Cost $44.59 Unrealized -3.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $1,617 Shares 30,855 Est. Cost $39.20 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,613 Shares 13,775 Est. Cost $95.63 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $1,576 Shares 4,996 Est. Cost $217.56 Unrealized +38.3%
ISHARES GOLD TRUST 0.0%
Value ($000) $1,549 Shares 120,350 Est. Cost $12.01 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1,491 Shares 14,547 Est. Cost $14.69 Unrealized +22.0%
DUN & BRADSTREET CORP DEL NE 0.0%
Value ($000) $1,468 Shares 13,321 Est. Cost $99.33 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,358 Shares 11,506 Est. Cost $89.03 Unrealized +27.4%
IJH ISHARES 0.0%
Value ($000) $1,355 Shares 9,470 Est. Cost $124.19 Unrealized
TIME WARNER INC 0.0%
Value ($000) $1,341 Shares 19,088 Est. Cost $59.57 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $1,322 Shares 18,300 Est. Cost $30.41 Unrealized +7.5%
SUNTRUST BKS INC 0.0%
Value ($000) $1,306 Shares 32,601 Est. Cost $31.58 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1,297 Shares 16,118 Est. Cost $40.51 Unrealized +33.8%
HUBBELL INC 0.0%
Value ($000) $1,216 Shares 9,875 Est. Cost $99.04 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $1,214 Shares 35,520 Est. Cost $18.75 Unrealized +45.7%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $1,208 Shares 8,281 Est. Cost $127.15 Unrealized +2.3%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1,189 Shares 15,186 Est. Cost $65.86 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $1,152 Shares 28,853 Est. Cost $34.74 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1,141 Shares 23,070 Est. Cost $9.01 Unrealized +1.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,109 Shares 14,207 Est. Cost $27.62 Unrealized +12.8%
BEN FRANKLIN RES INC 0.0%
Value ($000) $1,083 Shares 18,725 Est. Cost $29.54 Unrealized +10.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,059 Shares 20,432 Est. Cost $31.32 Unrealized +29.3%
WISCONSIN ENERGY CORP 0.0%
Value ($000) $983 Shares 20,950 Est. Cost $40.99 Unrealized
KINDER MORGAN ENERGY PARTNER 0.0%
Value ($000) $971 Shares 11,809 Est. Cost $85.10 Unrealized
IWO ISHARES 0.0%
Value ($000) $961 Shares 6,941 Est. Cost $126.48 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $957 Shares 25,441 Est. Cost $23.22 Unrealized +21.9%
IEV ISHARES 0.0%
Value ($000) $936 Shares 19,250 Est. Cost $48.62 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $908 Shares 35,248 Est. Cost $25.25 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $902 Shares 20,010 Est. Cost $46.64 Unrealized
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $880 Shares 14,532 Est. Cost $27.09 Unrealized +49.4%
BEMIS INC 0.0%
Value ($000) $872 Shares 21,454 Est. Cost $39.15 Unrealized
OEF ISHARES 0.0%
Value ($000) $863 Shares 9,977 Est. Cost $72.02 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $807 Shares 16,113 Est. Cost $20.01 Unrealized -3.1%
HAL HALLIBURTON CO 0.0%
Value ($000) $786 Shares 11,068 Est. Cost $34.26 Unrealized +50.2%
NORDSTROM INC 0.0%
Value ($000) $785 Shares 11,560 Est. Cost $59.93 Unrealized
MARKET VECTORS ETF TR 0.0%
Value ($000) $777 Shares 13,450 Est. Cost $43.57 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $771 Shares 3,750 Est. Cost $159.49 Unrealized +17.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $767 Shares 14,289 Est. Cost $15.86 Unrealized +24.7%
GLW CORNING INC 0.0%
Value ($000) $750 Shares 34,146 Est. Cost $10.64 Unrealized +47.3%
EPP ISHARES 0.0%
Value ($000) $743 Shares 15,085 Est. Cost $43.06 Unrealized
AGG ISHARES 0.0%
Value ($000) $740 Shares 6,760 Est. Cost $107.28 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $735 Shares 7,908 Est. Cost $55.20 Unrealized +19.0%
FOREST LABS INC 0.0%
Value ($000) $729 Shares 7,360 Est. Cost $41.03 Unrealized
WHOLE FOODS MKT INC 0.0%
Value ($000) $721 Shares 18,682 Est. Cost $53.06 Unrealized
MCGRAW HILL FINL INC 0.0%
Value ($000) $699 Shares 8,416 Est. Cost $53.59 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $698 Shares 20,909 Est. Cost $36.79 Unrealized
DE DEERE & CO 0.0%
Value ($000) $696 Shares 7,686 Est. Cost $68.76 Unrealized +7.8%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $695 Shares 5,987 Est. Cost $69.81 Unrealized +56.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $689 Shares 7,327 Est. Cost $65.58 Unrealized +7.5%
IWF ISHARES 0.0%
Value ($000) $681 Shares 7,485 Est. Cost $78.52 Unrealized
SBR SABINE ROYALTY TR 0.0%
Value ($000) $677 Shares 11,175 Est. Cost $51.67 Unrealized
HESS CORP 0.0%
Value ($000) $665 Shares 6,720 Est. Cost $68.27 Unrealized
IWB ISHARES 0.0%
Value ($000) $661 Shares 6,000 Est. Cost $90.00 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $653 Shares 6,957 Est. Cost $71.30 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $644 Shares 3,064 Est. Cost $59.61 Unrealized +35.8%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $643 Shares 8,993 Est. Cost $35.15 Unrealized +22.1%
UNILEVER N V 0.0%
Value ($000) $643 Shares 14,700 Est. Cost $39.30 Unrealized
IT GARTNER INC 0.0%
Value ($000) $642 Shares 9,100 Est. Cost $56.76 Unrealized +22.8%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $636 Shares 20,820 Est. Cost $24.50 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $600 Shares 8,921 Est. Cost $29.34 Unrealized +108.2%
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $599 Shares 23,666 Est. Cost $24.17 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $594 Shares 9,250 Est. Cost $40.35 Unrealized +12.7%
TGT TARGET CORP 0.0%
Value ($000) $576 Shares 9,939 Est. Cost $41.64 Unrealized -0.0%
SPDR SERIES TRUST 0.0%
Value ($000) $568 Shares 13,609 Est. Cost $39.83 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $549 Shares 12,078 Est. Cost $26.04 Unrealized +3.6%
PEPCO HOLDINGS INC 0.0%
Value ($000) $544 Shares 19,800 Est. Cost $20.15 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $543 Shares 10,560 Est. Cost $22.50 Unrealized +46.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $535 Shares 6,007 Est. Cost $47.34 Unrealized +26.3%
AQUA AMERICA INC 0.0%
Value ($000) $531 Shares 20,264 Est. Cost $29.99 Unrealized
EWY ISHARES 0.0%
Value ($000) $518 Shares 7,965 Est. Cost $53.21 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $513 Shares 4,135 Est. Cost $72.91 Unrealized +21.2%
MTS SYS CORP 0.0%
Value ($000) $508 Shares 7,500 Est. Cost $56.63 Unrealized
KELLOGG CO 0.0%
Value ($000) $507 Shares 7,710 Est. Cost $38.95 Unrealized +7.2%
WAT WATERS CORP 0.0%
Value ($000) $506 Shares 4,850 Est. Cost $97.67 Unrealized +7.7%
PANERA BREAD CO 0.0%
Value ($000) $505 Shares 3,368 Est. Cost $185.98 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $500 Shares 8,346 Est. Cost $55.57 Unrealized
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $484 Shares 25,096 Est. Cost $16.09 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $482 Shares 10,765 Est. Cost $32.02 Unrealized +7.2%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $472 Shares 13,820 Est. Cost $25.97 Unrealized -0.1%
BED BATH & BEYOND INC 0.0%
Value ($000) $441 Shares 7,680 Est. Cost $70.66 Unrealized
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $432 Shares 7,428 Est. Cost $18.22 Unrealized +32.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $431 Shares 6,285 Est. Cost $33.73 Unrealized +47.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $430 Shares 9,300 Est. Cost $69.09 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $426 Shares 7,100 Est. Cost $55.80 Unrealized
DYNAMIC MATLS CORP 0.0%
Value ($000) $412 Shares 18,651 Est. Cost $16.75 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $391 Shares 5,400 Est. Cost $64.22 Unrealized +0.4%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $385 Shares 8,300 Est. Cost $36.79 Unrealized -0.8%
POWERSHARES DB CMDTY IDX TRA 0.0%
Value ($000) $382 Shares 14,360 Est. Cost $25.14 Unrealized
HEWLETT PACKARD CO 0.0%
Value ($000) $382 Shares 11,359 Est. Cost $29.61 Unrealized
ST JUDE MED INC 0.0%
Value ($000) $381 Shares 5,500 Est. Cost $49.90 Unrealized
BB&T CORP 0.0%
Value ($000) $381 Shares 9,663 Est. Cost $33.94 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $375 Shares 10,276 Est. Cost $15.41 Unrealized +9.5%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $371 Shares 3,607 Est. Cost $61.84 Unrealized +7.0%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $365 Shares 5,925 Est. Cost $54.84 Unrealized +4.8%
CENTRAL FD CDA LTD 0.0%
Value ($000) $363 Shares 24,966 Est. Cost $13.59 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $355 Shares 4,300 Est. Cost $49.35 Unrealized +46.6%
FLOT ISHARES TR 0.0%
Value ($000) $347 Shares 6,823 Est. Cost $50.86 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $346 Shares 4,850 Est. Cost $41.24 Unrealized +14.8%
AETNA INC NEW 0.0%
Value ($000) $341 Shares 4,200 Est. Cost $63.73 Unrealized
POLYPORE INTL INC 0.0%
Value ($000) $340 Shares 7,134 Est. Cost $40.30 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $332 Shares 2,650 Est. Cost $67.20 Unrealized +45.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $332 Shares 1,308 Est. Cost $202.27 Unrealized +4.5%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $324 Shares 9,054 Est. Cost $22.46 Unrealized +22.7%
NORTHEAST UTILS 0.0%
Value ($000) $324 Shares 6,856 Est. Cost $42.05 Unrealized
NKE NIKE INC 0.0%
Value ($000) $319 Shares 4,108 Est. Cost $27.01 Unrealized +19.0%
CSX CSX CORP 0.0%
Value ($000) $313 Shares 10,174 Est. Cost $6.76 Unrealized +19.9%
SM SM ENERGY CO 0.0%
Value ($000) $302 Shares 3,600 Est. Cost $63.14 Unrealized +7.9%
IBN ICICI BK LTD 0.0%
Value ($000) $299 Shares 6,000 Est. Cost $37.12 Unrealized
IVV ISHARES 0.0%
Value ($000) $299 Shares 1,520 Est. Cost $160.63 Unrealized
SLF SUN LIFE FINL INC 0.0%
Value ($000) $296 Shares 8,060 Est. Cost $28.45 Unrealized +21.0%
FDX FEDEX CORP 0.0%
Value ($000) $296 Shares 1,958 Est. Cost $91.26 Unrealized +29.9%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $291 Shares 7,136 Est. Cost $25.77 Unrealized 0.0%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $289 Shares 3,505 Est. Cost $82.45 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $288 Shares 3,309 Est. Cost $66.30 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $284 Shares 3,240 Est. Cost $54.12 Unrealized +13.9%
REGENCY ENERGY PARTNERS L P 0.0%
Value ($000) $282 Shares 8,760 Est. Cost $27.04 Unrealized
LINKEDIN CORP 0.0%
Value ($000) $272 Shares 1,588 Est. Cost $182.91 Unrealized
EWZ ISHARES 0.0%
Value ($000) $270 Shares 5,650 Est. Cost $43.88 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $267 Shares 4,114 Est. Cost $48.29 Unrealized 0.0%
TESORO LOGISTICS LP 0.0%
Value ($000) $264 Shares 3,600 Est. Cost $60.00 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $264 Shares 4,261 Est. Cost $55.96 Unrealized
MAN MANPOWERGROUP INC 0.0%
Value ($000) $260 Shares 3,070 Est. Cost $66.93 Unrealized +21.6%
IGIB ISHARES 0.0%
Value ($000) $259 Shares 2,350 Est. Cost $107.89 Unrealized
SHIRE PLC 0.0%
Value ($000) $259 Shares 1,100 Est. Cost $235.45 Unrealized
EL PASO PIPELINE PARTNERS L 0.0%
Value ($000) $250 Shares 6,907 Est. Cost $42.71 Unrealized
PRICELINE GRP INC 0.0%
Value ($000) $247 Shares 205 Est. Cost $1204.88 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $243 Shares 2,086 Est. Cost $76.67 Unrealized 0.0%
TOTAL S A 0.0%
Value ($000) $241 Shares 3,334 Est. Cost $65.69 Unrealized
COVIDIEN PLC 0.0%
Value ($000) $241 Shares 2,677 Est. Cost $73.53 Unrealized
NUVEEN VA PREM INCOME MUN FD 0.0%
Value ($000) $240 Shares 18,007 Est. Cost $13.94 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $238 Shares 3,192 Est. Cost $65.16 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $237 Shares 13,750 Est. Cost $7.80 Unrealized +13.6%
MONSANTO CO NEW 0.0%
Value ($000) $236 Shares 1,888 Est. Cost $125.00 Unrealized
DEO DIAGEO P L C 0.0%
Value ($000) $231 Shares 1,821 Est. Cost $115.26 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $222 Shares 5,230 Est. Cost $36.80 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $221 Shares 2,700 Est. Cost $78.15 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $221 Shares 6,360 Est. Cost $34.14 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $219 Shares 6,625 Est. Cost $19.29 Unrealized 0.0%
HEALTH CARE REIT INC 0.0%
Value ($000) $219 Shares 3,500 Est. Cost $67.06 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $218 Shares 4,200 Est. Cost $48.33 Unrealized
WLYB WILEY JOHN & SONS INC 0.0%
Value ($000) $218 Shares 3,600 Est. Cost $50.35 Unrealized +13.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $215 Shares 5,919 Est. Cost $26.30 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $214 Shares 6,626 Est. Cost $22.71 Unrealized 0.0%
JACOBS ENGR GROUP INC DEL 0.0%
Value ($000) $213 Shares 4,000 Est. Cost $53.25 Unrealized
CENTRAL GOLDTRUST 0.0%
Value ($000) $213 Shares 4,494 Est. Cost $45.17 Unrealized
WINDSTREAM HLDGS INC 0.0%
Value ($000) $212 Shares 21,247 Est. Cost $8.00 Unrealized
ITT CORP NEW 0.0%
Value ($000) $207 Shares 4,300 Est. Cost $48.14 Unrealized
IBB ISHARES 0.0%
Value ($000) $206 Shares 800 Est. Cost $257.50 Unrealized
BOULDER BRANDS INC 0.0%
Value ($000) $165 Shares 11,660 Est. Cost $12.09 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $159 Shares 11,538 Est. Cost $9.27 Unrealized +22.5%
NORTHEAST BANCORP 0.0%
Value ($000) $134 Shares 14,000 Est. Cost $9.64 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $129 Shares 12,361 Est. Cost $6.58 Unrealized
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $107 Shares 10,227 Est. Cost $9.29 Unrealized
VICR VICOR CORP 0.0%
Value ($000) $93 Shares 11,120 Est. Cost $5.37 Unrealized +51.2%
BANK OF AMERICA CORPORATION 0.0%
Value ($000) $13 Shares 17,500 Est. Cost $0.74 Unrealized