WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 27, 2016

Total Value ($000): $3,116,575 (100.0% shares, 0.0% debt)

Holdings (329)

ORLY O REILLY AUTOMOTIVE INC NEW 2.8%
Value ($000) $86,891 Shares 342,871 Est. Cost $7.19 Unrealized +141.1%
PG PROCTER & GAMBLE CO 2.5%
Value ($000) $79,147 Shares 996,687 Est. Cost $55.00 Unrealized +5.3%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $74,866 Shares 728,836 Est. Cost $59.85 Unrealized +26.9%
UNITED TECHNOLOGIES CORP 2.4%
Value ($000) $74,131 Shares 771,636 Est. Cost $92.94 Unrealized
XOM EXXON MOBIL CORP 2.4%
Value ($000) $73,480 Shares 942,637 Est. Cost $53.69 Unrealized -4.3%
DHR DANAHER CORP DEL 2.1%
Value ($000) $66,428 Shares 715,205 Est. Cost $25.76 Unrealized +48.4%
AAPL APPLE INC 2.1%
Value ($000) $63,974 Shares 607,765 Est. Cost $18.21 Unrealized +41.3%
PEP PEPSICO INC 2.0%
Value ($000) $61,954 Shares 620,037 Est. Cost $56.00 Unrealized +31.2%
GENERAL ELECTRIC CO 1.9%
Value ($000) $59,316 Shares 1,904,196 Est. Cost $23.19 Unrealized
KMX CARMAX INC 1.9%
Value ($000) $57,721 Shares 1,069,496 Est. Cost $45.56 Unrealized +25.3%
V VISA INC 1.8%
Value ($000) $56,713 Shares 731,311 Est. Cost $56.53 Unrealized +27.7%
HD HOME DEPOT INC 1.8%
Value ($000) $55,820 Shares 422,082 Est. Cost $56.24 Unrealized +77.8%
SYK STRYKER CORP 1.7%
Value ($000) $54,298 Shares 584,218 Est. Cost $57.24 Unrealized +48.9%
MSFT MICROSOFT CORP 1.7%
Value ($000) $53,975 Shares 972,867 Est. Cost $26.81 Unrealized +71.3%
STERICYCLE INC 1.7%
Value ($000) $53,088 Shares 440,194 Est. Cost $110.43 Unrealized
ANSYS INC 1.7%
Value ($000) $52,639 Shares 569,065 Est. Cost $75.67 Unrealized
CVS CVS HEALTH CORP 1.6%
Value ($000) $50,900 Shares 520,619 Est. Cost $48.37 Unrealized +50.1%
WFC WELLS FARGO & CO NEW 1.6%
Value ($000) $50,636 Shares 931,497 Est. Cost $28.46 Unrealized +43.5%
ECL ECOLAB INC 1.3%
Value ($000) $41,399 Shares 361,944 Est. Cost $73.94 Unrealized +42.3%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $41,240 Shares 591,259 Est. Cost $54.98 Unrealized +2.0%
MCD MCDONALDS CORP 1.3%
Value ($000) $40,958 Shares 346,690 Est. Cost $71.81 Unrealized +21.5%
PAYX PAYCHEX INC 1.3%
Value ($000) $40,665 Shares 768,868 Est. Cost $25.02 Unrealized +54.1%
MMM 3M CO 1.3%
Value ($000) $39,983 Shares 265,418 Est. Cost $61.26 Unrealized +50.3%
FISV FISERV INC 1.1%
Value ($000) $35,565 Shares 388,865 Est. Cost $26.64 Unrealized +76.2%
IRM IRON MTN INC NEW 1.1%
Value ($000) $34,460 Shares 1,275,826 Est. Cost $20.80 Unrealized -20.4%
PFE PFIZER INC 1.1%
Value ($000) $34,371 Shares 1,064,786 Est. Cost $16.46 Unrealized +23.8%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $34,205 Shares 518,014 Est. Cost $36.77 Unrealized +35.1%
GOOG ALPHABET INC 1.1%
Value ($000) $33,554 Shares 44,216 Est. Cost $35.61 Unrealized 0.0%
AFL AFLAC INC 1.0%
Value ($000) $30,697 Shares 512,472 Est. Cost $20.11 Unrealized +22.0%
ABBV ABBVIE INC 1.0%
Value ($000) $30,544 Shares 515,599 Est. Cost $26.65 Unrealized +42.4%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $30,412 Shares 300,545 Est. Cost $39.92 Unrealized +82.6%
INTC INTEL CORP 1.0%
Value ($000) $29,946 Shares 869,270 Est. Cost $17.31 Unrealized +53.9%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $29,312 Shares 554,950 Est. Cost $30.22 Unrealized +21.7%
ABT ABBOTT LABS 0.9%
Value ($000) $29,309 Shares 652,590 Est. Cost $29.31 Unrealized +24.7%
JOHNSON CTLS INC 0.9%
Value ($000) $28,432 Shares 719,965 Est. Cost $35.79 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $28,220 Shares 205,051 Est. Cost $118.94 Unrealized -26.4%
STT STATE STR CORP 0.9%
Value ($000) $26,597 Shares 400,790 Est. Cost $44.68 Unrealized +16.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.8%
Value ($000) $26,411 Shares 211,289 Est. Cost $111.26 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $26,118 Shares 290,319 Est. Cost $71.32 Unrealized -18.1%
EMLP FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $25,899 Shares 1,283,380 Est. Cost $23.45 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.8%
Value ($000) $24,594 Shares 72,520 Est. Cost $226.75 Unrealized +41.5%
CELGENE CORP 0.8%
Value ($000) $24,459 Shares 204,227 Est. Cost $112.29 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $24,410 Shares 31,376 Est. Cost $36.73 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.8%
Value ($000) $24,362 Shares 193,605 Est. Cost $73.64 Unrealized +63.9%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $23,766 Shares 280,531 Est. Cost $45.22 Unrealized +52.9%
PRAXAIR INC 0.8%
Value ($000) $23,723 Shares 231,682 Est. Cost $115.16 Unrealized
RAYTHEON CO 0.7%
Value ($000) $22,285 Shares 178,949 Est. Cost $66.12 Unrealized
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $21,626 Shares 113,949 Est. Cost $147.38 Unrealized +17.0%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $21,589 Shares 467,096 Est. Cost $27.05 Unrealized -0.4%
TJX TJX COS INC NEW 0.7%
Value ($000) $21,576 Shares 304,267 Est. Cost $22.31 Unrealized +38.5%
KAYNE ANDERSON MLP INVT CO 0.7%
Value ($000) $21,359 Shares 1,235,358 Est. Cost $38.04 Unrealized
LINEAR TECHNOLOGY CORP 0.7%
Value ($000) $21,101 Shares 496,850 Est. Cost $38.21 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $20,956 Shares 487,803 Est. Cost $27.85 Unrealized +10.7%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value ($000) $20,558 Shares 455,837 Est. Cost $31.69 Unrealized +34.3%
LQD ISHARES TR 0.6%
Value ($000) $20,202 Shares 177,193 Est. Cost $113.65 Unrealized
GLAXOSMITHKLINE PLC 0.6%
Value ($000) $20,094 Shares 498,008 Est. Cost $49.97 Unrealized
IGSB ISHARES TR 0.6%
Value ($000) $19,869 Shares 189,943 Est. Cost $105.04 Unrealized
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $19,297 Shares 267,352 Est. Cost $61.40 Unrealized +3.9%
HOSPITALITY PPTYS TR 0.6%
Value ($000) $18,563 Shares 709,824 Est. Cost $26.14 Unrealized
MET METLIFE INC 0.6%
Value ($000) $18,339 Shares 380,402 Est. Cost $26.23 Unrealized +18.9%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $18,121 Shares 112,208 Est. Cost $87.40 Unrealized +52.0%
T AT&T INC 0.6%
Value ($000) $17,736 Shares 515,435 Est. Cost $11.41 Unrealized +9.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $17,665 Shares 69,541 Est. Cost $213.10 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $17,146 Shares 343,020 Est. Cost $45.19 Unrealized -11.5%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $16,957 Shares 246,509 Est. Cost $31.72 Unrealized +47.2%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $16,388 Shares 290,424 Est. Cost $21.97 Unrealized +8.2%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $15,555 Shares 397,102 Est. Cost $42.85 Unrealized -5.5%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $15,416 Shares 203,746 Est. Cost $49.83 Unrealized +4.4%
RMD RESMED INC 0.5%
Value ($000) $15,384 Shares 286,531 Est. Cost $40.47 Unrealized +23.5%
AMP AMERIPRISE FINL INC 0.5%
Value ($000) $15,119 Shares 142,064 Est. Cost $96.54 Unrealized -6.6%
IDXX IDEXX LABS INC 0.5%
Value ($000) $14,557 Shares 199,643 Est. Cost $56.47 Unrealized +26.3%
USB US BANCORP DEL 0.5%
Value ($000) $14,296 Shares 335,035 Est. Cost $22.84 Unrealized +29.6%
POWERSHARES ETF TRUST II 0.4%
Value ($000) $13,777 Shares 615,052 Est. Cost $24.78 Unrealized
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $13,460 Shares 158,579 Est. Cost $30.00 Unrealized +25.0%
NVDA NVIDIA CORP 0.4%
Value ($000) $13,362 Shares 405,379 Est. Cost $0.64 Unrealized +14.5%
DOV DOVER CORP 0.4%
Value ($000) $13,272 Shares 216,470 Est. Cost $39.99 Unrealized +6.4%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $12,813 Shares 149,852 Est. Cost $10.40 Unrealized +46.1%
MZTI LANCASTER COLONY CORP 0.4%
Value ($000) $12,745 Shares 110,385 Est. Cost $79.95 Unrealized +37.0%
LLY LILLY ELI & CO 0.4%
Value ($000) $12,679 Shares 150,469 Est. Cost $42.13 Unrealized +65.4%
PRICELINE GRP INC 0.4%
Value ($000) $12,253 Shares 9,610 Est. Cost $1193.19 Unrealized
NVS NOVARTIS A G 0.4%
Value ($000) $12,200 Shares 141,798 Est. Cost $74.50 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $12,155 Shares 92,052 Est. Cost $110.82 Unrealized +21.1%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $12,082 Shares 78,415 Est. Cost $78.97 Unrealized +56.3%
BAC BANK AMER CORP 0.4%
Value ($000) $12,018 Shares 714,076 Est. Cost $11.01 Unrealized +23.2%
EMR EMERSON ELEC CO 0.4%
Value ($000) $11,916 Shares 249,136 Est. Cost $40.02 Unrealized -8.8%
MIDD MIDDLEBY CORP 0.4%
Value ($000) $11,596 Shares 107,495 Est. Cost $108.09 Unrealized +3.1%
ALLERGAN PLC 0.4%
Value ($000) $11,348 Shares 36,315 Est. Cost $304.23 Unrealized
TIME WARNER CABLE INC 0.4%
Value ($000) $11,278 Shares 60,770 Est. Cost $133.76 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $10,958 Shares 104,698 Est. Cost $78.40 Unrealized +30.1%
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $10,454 Shares 405,177 Est. Cost $20.05 Unrealized -4.0%
BIV VANGUARD BD INDEX FD INC 0.3%
Value ($000) $10,106 Shares 121,670 Est. Cost $83.49 Unrealized
CGNX COGNEX CORP 0.3%
Value ($000) $9,563 Shares 283,177 Est. Cost $11.30 Unrealized +45.6%
ORCL ORACLE CORP 0.3%
Value ($000) $9,478 Shares 259,452 Est. Cost $28.32 Unrealized +15.9%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $9,377 Shares 118,720 Est. Cost $18.66 Unrealized +39.2%
CSCO CISCO SYS INC 0.3%
Value ($000) $8,829 Shares 325,137 Est. Cost $17.20 Unrealized +17.3%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $8,546 Shares 88,808 Est. Cost $55.71 Unrealized +26.8%
SYY SYSCO CORP 0.3%
Value ($000) $8,515 Shares 207,674 Est. Cost $24.73 Unrealized +27.3%
DIS DISNEY WALT CO 0.3%
Value ($000) $8,266 Shares 78,660 Est. Cost $59.17 Unrealized +72.8%
CF CF INDS HLDGS INC 0.3%
Value ($000) $7,987 Shares 195,706 Est. Cost $38.91 Unrealized -9.2%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $7,657 Shares 89,923 Est. Cost $76.20 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $7,479 Shares 58,749 Est. Cost $64.03 Unrealized +32.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $7,378 Shares 158,013 Est. Cost $42.57 Unrealized -9.9%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $7,200 Shares 390,450 Est. Cost $12.78 Unrealized +40.2%
WMT WAL-MART STORES INC 0.2%
Value ($000) $7,123 Shares 116,191 Est. Cost $20.32 Unrealized -18.1%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $7,036 Shares 54,077 Est. Cost $65.23 Unrealized +50.2%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $6,738 Shares 94,394 Est. Cost $42.14 Unrealized +10.0%
GIS GENERAL MLS INC 0.2%
Value ($000) $6,650 Shares 115,338 Est. Cost $31.98 Unrealized +26.5%
AMGN AMGEN INC 0.2%
Value ($000) $6,544 Shares 40,313 Est. Cost $95.00 Unrealized +22.6%
INVIVO THERAPEUTICS HLDGS CO 0.2%
Value ($000) $6,496 Shares 902,286 Est. Cost $14.88 Unrealized
MORN MORNINGSTAR INC 0.2%
Value ($000) $6,271 Shares 77,982 Est. Cost $69.32 Unrealized +16.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $6,188 Shares 103,072 Est. Cost $32.92 Unrealized +50.1%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $6,177 Shares 92,720 Est. Cost $45.34 Unrealized +15.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $6,114 Shares 29,987 Est. Cost $171.05 Unrealized
CONSTANT CONTACT INC 0.2%
Value ($000) $5,600 Shares 191,536 Est. Cost $16.07 Unrealized
TIME WARNER INC 0.2%
Value ($000) $5,376 Shares 83,128 Est. Cost $79.26 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $5,134 Shares 75,545 Est. Cost $61.55 Unrealized -11.3%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $4,981 Shares 114,728 Est. Cost $44.49 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $4,840 Shares 45,353 Est. Cost $60.13 Unrealized +34.9%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $4,765 Shares 18,353 Est. Cost $53.48 Unrealized +47.2%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $4,610 Shares 44,932 Est. Cost $67.88 Unrealized +32.6%
NWL NEWELL RUBBERMAID INC 0.1%
Value ($000) $4,492 Shares 101,920 Est. Cost $16.79 Unrealized +73.3%
DENTSPLY INTL INC NEW 0.1%
Value ($000) $4,377 Shares 71,930 Est. Cost $41.29 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $4,109 Shares 54,680 Est. Cost $66.24 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $4,058 Shares 78,196 Est. Cost $56.87 Unrealized -2.1%
CIGNA CORPORATION 0.1%
Value ($000) $4,015 Shares 27,436 Est. Cost $72.49 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $3,924 Shares 58,922 Est. Cost $52.50 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $3,887 Shares 42,688 Est. Cost $9.74 Unrealized +110.4%
BP BP PLC 0.1%
Value ($000) $3,798 Shares 121,518 Est. Cost $39.78 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $3,629 Shares 98,849 Est. Cost $39.84 Unrealized
CHUBB CORP 0.1%
Value ($000) $3,578 Shares 26,976 Est. Cost $87.78 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $3,396 Shares 11,086 Est. Cost $332.28 Unrealized -13.5%
IWM ISHARES TR 0.1%
Value ($000) $3,287 Shares 29,187 Est. Cost $100.09 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $3,269 Shares 84,161 Est. Cost $39.50 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $3,166 Shares 45,511 Est. Cost $75.83 Unrealized -17.1%
ANADARKO PETE CORP 0.1%
Value ($000) $3,078 Shares 63,378 Est. Cost $101.45 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $2,799 Shares 52,008 Est. Cost $64.82 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,778 Shares 84,909 Est. Cost $38.79 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $2,688 Shares 45,778 Est. Cost $59.02 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $2,680 Shares 33,691 Est. Cost $80.00 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $2,663 Shares 82,726 Est. Cost $38.50 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $2,655 Shares 106,371 Est. Cost $20.84 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $2,613 Shares 34,354 Est. Cost $34.10 Unrealized +81.0%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $2,555 Shares 48,535 Est. Cost $65.62 Unrealized -6.4%
MEAD JOHNSON NUTRITION CO 0.1%
Value ($000) $2,544 Shares 32,235 Est. Cost $84.74 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $2,480 Shares 31,715 Est. Cost $66.19 Unrealized +3.2%
TIFFANY & CO NEW 0.1%
Value ($000) $2,370 Shares 31,070 Est. Cost $73.86 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,260 Shares 25,710 Est. Cost $49.77 Unrealized +5.0%
DXJ WISDOMTREE TR 0.1%
Value ($000) $2,231 Shares 44,555 Est. Cost $49.06 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $2,197 Shares 77,630 Est. Cost $15.11 Unrealized +62.1%
DOW CHEM CO 0.1%
Value ($000) $2,175 Shares 42,244 Est. Cost $32.73 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $2,156 Shares 21,572 Est. Cost $82.82 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $2,137 Shares 23,051 Est. Cost $52.89 Unrealized +35.0%
APACHE CORP 0.1%
Value ($000) $1,992 Shares 44,800 Est. Cost $93.87 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,963 Shares 10,398 Est. Cost $62.64 Unrealized +148.5%
MCO MOODYS CORP 0.1%
Value ($000) $1,938 Shares 19,317 Est. Cost $53.10 Unrealized +70.6%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $1,927 Shares 30,850 Est. Cost $20.07 Unrealized +8.8%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $1,877 Shares 59,040 Est. Cost $17.13 Unrealized +36.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,811 Shares 17,429 Est. Cost $15.75 Unrealized +23.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,807 Shares 31,053 Est. Cost $21.10 Unrealized +39.6%
BNS BANK N S HALIFAX 0.1%
Value ($000) $1,785 Shares 44,157 Est. Cost $30.43 Unrealized -11.7%
EATON VANCE CORP 0.1%
Value ($000) $1,781 Shares 54,902 Est. Cost $37.45 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,779 Shares 16,071 Est. Cost $100.58 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,752 Shares 12,115 Est. Cost $83.00 Unrealized +55.3%
U S SILICA HLDGS INC 0.1%
Value ($000) $1,732 Shares 92,425 Est. Cost $31.28 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,685 Shares 30,749 Est. Cost $25.31 Unrealized +67.1%
NORTHWEST NAT GAS CO 0.1%
Value ($000) $1,681 Shares 33,206 Est. Cost $42.49 Unrealized
VARIAN MED SYS INC 0.1%
Value ($000) $1,679 Shares 20,786 Est. Cost $68.56 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $1,670 Shares 19,108 Est. Cost $67.82 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,609 Shares 11,341 Est. Cost $98.64 Unrealized +31.3%
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $1,601 Shares 113,000 Est. Cost $14.64 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,563 Shares 11,217 Est. Cost $136.36 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $1,548 Shares 29,453 Est. Cost $30.86 Unrealized +20.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,461 Shares 28,174 Est. Cost $32.12 Unrealized +18.5%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $1,441 Shares 114,194 Est. Cost $22.39 Unrealized -45.0%
CDK GLOBAL INC 0.0%
Value ($000) $1,377 Shares 29,021 Est. Cost $41.02 Unrealized
STAPLES INC 0.0%
Value ($000) $1,338 Shares 141,289 Est. Cost $15.87 Unrealized
DUN & BRADSTREET CORP DEL NE 0.0%
Value ($000) $1,281 Shares 12,321 Est. Cost $99.33 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1,260 Shares 22,769 Est. Cost $41.56 Unrealized +15.7%
ABBNY ABB LTD 0.0%
Value ($000) $1,239 Shares 69,850 Est. Cost $21.66 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $1,233 Shares 28,776 Est. Cost $31.58 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1,181 Shares 14,440 Est. Cost $40.85 Unrealized +44.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1,165 Shares 17,741 Est. Cost $40.44 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,151 Shares 23,091 Est. Cost $53.78 Unrealized
PLAINS GP HLDGS L P 0.0%
Value ($000) $1,137 Shares 120,368 Est. Cost $30.09 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $1,110 Shares 11,155 Est. Cost $90.48 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $1,107 Shares 15,649 Est. Cost $58.59 Unrealized +2.1%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $1,044 Shares 31,174 Est. Cost $49.81 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $1,028 Shares 11,277 Est. Cost $74.53 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $976 Shares 19,019 Est. Cost $33.96 Unrealized +8.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $965 Shares 1,429 Est. Cost $20.73 Unrealized +52.1%
BEMIS INC 0.0%
Value ($000) $959 Shares 21,454 Est. Cost $39.15 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $939 Shares 20,513 Est. Cost $64.39 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $937 Shares 8,378 Est. Cost $77.56 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $924 Shares 5,768 Est. Cost $147.02 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $891 Shares 16,073 Est. Cost $31.32 Unrealized +48.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $882 Shares 19,676 Est. Cost $24.50 Unrealized +44.8%
GXC SPDR INDEX SHS FDS 0.0%
Value ($000) $880 Shares 11,970 Est. Cost $64.41 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $824 Shares 31,248 Est. Cost $25.34 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $812 Shares 31,750 Est. Cost $51.32 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $804 Shares 5,980 Est. Cost $103.66 Unrealized +24.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $788 Shares 7,603 Est. Cost $59.81 Unrealized +24.2%
AGG ISHARES TR 0.0%
Value ($000) $784 Shares 7,252 Est. Cost $107.51 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $770 Shares 8,194 Est. Cost $69.85 Unrealized +28.6%
DE DEERE & CO 0.0%
Value ($000) $767 Shares 10,052 Est. Cost $68.15 Unrealized -4.6%
HANESBRANDS INC 0.0%
Value ($000) $749 Shares 25,450 Est. Cost $44.80 Unrealized
MCGRAW HILL FINL INC 0.0%
Value ($000) $740 Shares 7,510 Est. Cost $57.43 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $738 Shares 72,175 Est. Cost $11.51 Unrealized
IT GARTNER INC 0.0%
Value ($000) $735 Shares 8,100 Est. Cost $56.76 Unrealized +56.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $715 Shares 7,507 Est. Cost $52.35 Unrealized +28.4%
FXI ISHARES TR 0.0%
Value ($000) $712 Shares 20,154 Est. Cost $32.52 Unrealized
E M C CORP MASS 0.0%
Value ($000) $703 Shares 27,352 Est. Cost $23.82 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $687 Shares 15,400 Est. Cost $18.75 Unrealized +107.9%
IWB ISHARES TR 0.0%
Value ($000) $680 Shares 6,000 Est. Cost $90.00 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $661 Shares 13,135 Est. Cost $27.95 Unrealized +27.7%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $650 Shares 14,432 Est. Cost $29.35 Unrealized +24.0%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $644 Shares 4,030 Est. Cost $160.69 Unrealized +3.6%
WHOLE FOODS MKT INC 0.0%
Value ($000) $641 Shares 19,132 Est. Cost $50.30 Unrealized
NKE NIKE INC 0.0%
Value ($000) $638 Shares 10,204 Est. Cost $51.62 Unrealized +9.8%
NOBLE ENERGY INC 0.0%
Value ($000) $634 Shares 19,230 Est. Cost $57.08 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $629 Shares 8,725 Est. Cost $40.35 Unrealized +35.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $627 Shares 10,098 Est. Cost $46.95 Unrealized +6.0%
BEN FRANKLIN RES INC 0.0%
Value ($000) $626 Shares 17,000 Est. Cost $29.54 Unrealized -18.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $618 Shares 6,916 Est. Cost $37.91 Unrealized +67.8%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $616 Shares 12,425 Est. Cost $55.54 Unrealized -1.7%
TGT TARGET CORP 0.0%
Value ($000) $609 Shares 8,380 Est. Cost $42.25 Unrealized +30.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $605 Shares 18,750 Est. Cost $35.77 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $593 Shares 6,000 Est. Cost $77.00 Unrealized +9.2%
RIGNET INC 0.0%
Value ($000) $582 Shares 28,125 Est. Cost $36.16 Unrealized
KELLOGG CO 0.0%
Value ($000) $576 Shares 7,960 Est. Cost $39.53 Unrealized +15.6%
MARKET VECTORS ETF TR 0.0%
Value ($000) $571 Shares 12,265 Est. Cost $50.82 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $557 Shares 7,662 Est. Cost $47.71 Unrealized -1.4%
AETNA INC NEW 0.0%
Value ($000) $541 Shares 5,000 Est. Cost $70.84 Unrealized
NORDSTROM INC 0.0%
Value ($000) $537 Shares 10,771 Est. Cost $59.93 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $537 Shares 18,014 Est. Cost $29.99 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $525 Shares 13,000 Est. Cost $50.62 Unrealized -10.4%
SO SOUTHERN CO 0.0%
Value ($000) $519 Shares 11,092 Est. Cost $26.85 Unrealized +10.3%
PEPCO HOLDINGS INC 0.0%
Value ($000) $515 Shares 19,800 Est. Cost $20.15 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $508 Shares 19,666 Est. Cost $24.30 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $500 Shares 10,475 Est. Cost $46.65 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $497 Shares 4,100 Est. Cost $72.91 Unrealized +25.7%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $485 Shares 8,689 Est. Cost $48.41 Unrealized +0.3%
UNILEVER N V 0.0%
Value ($000) $481 Shares 11,100 Est. Cost $39.31 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $478 Shares 4,730 Est. Cost $76.44 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $464 Shares 3,862 Est. Cost $126.74 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $463 Shares 62,775 Est. Cost $15.76 Unrealized
PRAA PRA GROUP INC 0.0%
Value ($000) $459 Shares 13,240 Est. Cost $58.92 Unrealized -24.1%
BAXALTA INC 0.0%
Value ($000) $450 Shares 11,550 Est. Cost $31.77 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $445 Shares 11,650 Est. Cost $30.60 Unrealized +1.5%
COLFAX CORP 0.0%
Value ($000) $444 Shares 19,050 Est. Cost $58.97 Unrealized
MTS SYS CORP 0.0%
Value ($000) $438 Shares 6,900 Est. Cost $56.68 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $422 Shares 7,267 Est. Cost $69.09 Unrealized
EWC ISHARES 0.0%
Value ($000) $419 Shares 19,500 Est. Cost $26.16 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $402 Shares 11,088 Est. Cost $35.83 Unrealized -1.8%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $395 Shares 5,840 Est. Cost $35.15 Unrealized +26.8%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $392 Shares 5,796 Est. Cost $55.53 Unrealized -3.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $385 Shares 7,215 Est. Cost $32.61 Unrealized +34.7%
FDX FEDEX CORP 0.0%
Value ($000) $364 Shares 2,450 Est. Cost $119.40 Unrealized +10.8%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $360 Shares 5,090 Est. Cost $34.76 Unrealized +30.9%
MEDIVATION INC 0.0%
Value ($000) $358 Shares 7,400 Est. Cost $82.89 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $353 Shares 2,575 Est. Cost $114.64 Unrealized 0.0%
PANERA BREAD CO 0.0%
Value ($000) $351 Shares 1,805 Est. Cost $186.45 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $349 Shares 27,700 Est. Cost $34.74 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $348 Shares 3,555 Est. Cost $97.89 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $347 Shares 6,793 Est. Cost $36.21 Unrealized -0.9%
LINKEDIN CORP 0.0%
Value ($000) $345 Shares 1,534 Est. Cost $192.41 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $338 Shares 9,925 Est. Cost $34.27 Unrealized -9.6%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $332 Shares 4,200 Est. Cost $68.00 Unrealized 0.0%
ST JUDE MED INC 0.0%
Value ($000) $325 Shares 5,265 Est. Cost $49.90 Unrealized
MARKET VECTORS ETF TR 0.0%
Value ($000) $316 Shares 11,950 Est. Cost $43.57 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $315 Shares 6,250 Est. Cost $50.86 Unrealized
IWY ISHARES 0.0%
Value ($000) $304 Shares 5,686 Est. Cost $53.46 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $299 Shares 7,254 Est. Cost $32.48 Unrealized -0.0%
CPRT COPART INC 0.0%
Value ($000) $298 Shares 7,800 Est. Cost $4.62 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $298 Shares 10,838 Est. Cost $20.22 Unrealized +21.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $294 Shares 1,672 Est. Cost $23.38 Unrealized +23.4%
EWY ISHARES 0.0%
Value ($000) $292 Shares 5,875 Est. Cost $53.56 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $281 Shares 3,000 Est. Cost $94.67 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $280 Shares 3,517 Est. Cost $79.99 Unrealized 0.0%
IWX ISHARES 0.0%
Value ($000) $278 Shares 6,661 Est. Cost $41.74 Unrealized
TWENTY FIRST CENTY FOX INC 0.0%
Value ($000) $277 Shares 10,210 Est. Cost $34.43 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $274 Shares 3,365 Est. Cost $83.19 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $272 Shares 6,350 Est. Cost $42.83 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $270 Shares 1,320 Est. Cost $204.55 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $267 Shares 3,750 Est. Cost $49.93 Unrealized +50.9%
IGIB ISHARES TR 0.0%
Value ($000) $263 Shares 2,455 Est. Cost $107.86 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $259 Shares 2,198 Est. Cost $101.17 Unrealized -1.9%
MAN MANPOWERGROUP INC 0.0%
Value ($000) $259 Shares 3,070 Est. Cost $66.93 Unrealized +30.6%
DEO DIAGEO P L C 0.0%
Value ($000) $259 Shares 2,374 Est. Cost $109.10 Unrealized
SLF SUN LIFE FINL INC 0.0%
Value ($000) $251 Shares 8,060 Est. Cost $28.45 Unrealized +15.9%
CENTRAL FD CDA LTD 0.0%
Value ($000) $249 Shares 24,966 Est. Cost $13.59 Unrealized
CSX CSX CORP 0.0%
Value ($000) $248 Shares 9,548 Est. Cost $6.81 Unrealized +14.5%
FAST FASTENAL CO 0.0%
Value ($000) $240 Shares 5,891 Est. Cost $8.87 Unrealized -15.0%
STONEMOR PARTNERS L P 0.0%
Value ($000) $240 Shares 8,890 Est. Cost $27.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $236 Shares 1,085 Est. Cost $165.37 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $235 Shares 2,148 Est. Cost $109.40 Unrealized
SM SM ENERGY CO 0.0%
Value ($000) $235 Shares 11,950 Est. Cost $46.35 Unrealized -41.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $233 Shares 2,399 Est. Cost $75.94 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $232 Shares 5,346 Est. Cost $22.87 Unrealized +61.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $232 Shares 425 Est. Cost $56.16 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $227 Shares 1,122 Est. Cost $202.51 Unrealized -13.6%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $225 Shares 4,200 Est. Cost $55.31 Unrealized 0.0%
BB&T CORP 0.0%
Value ($000) $224 Shares 5,920 Est. Cost $37.84 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $219 Shares 1,573 Est. Cost $139.22 Unrealized
HESS CORP 0.0%
Value ($000) $218 Shares 4,500 Est. Cost $68.27 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $218 Shares 5,636 Est. Cost $27.30 Unrealized +3.3%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $214 Shares 2,040 Est. Cost $104.32 Unrealized 0.0%
VIG VANGUARD SPECIALIZED PORTFOL 0.0%
Value ($000) $214 Shares 2,753 Est. Cost $77.73 Unrealized
SOLAZYME INC 0.0%
Value ($000) $212 Shares 85,750 Est. Cost $10.06 Unrealized
KN KNOWLES CORP 0.0%
Value ($000) $207 Shares 15,545 Est. Cost $30.49 Unrealized -44.1%
MA MASTERCARD INC 0.0%
Value ($000) $204 Shares 2,099 Est. Cost $92.19 Unrealized 0.0%
ENCANA CORP 0.0%
Value ($000) $204 Shares 39,935 Est. Cost $16.94 Unrealized
NUVEEN VA PREM INCOME MUN FD 0.0%
Value ($000) $204 Shares 15,007 Est. Cost $13.94 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $204 Shares 3,000 Est. Cost $44.80 Unrealized -1.1%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $202 Shares 3,464 Est. Cost $38.45 Unrealized +3.1%
EIX EDISON INTL 0.0%
Value ($000) $201 Shares 3,400 Est. Cost $39.30 Unrealized +3.6%
TORCHMARK CORP 0.0%
Value ($000) $201 Shares 3,525 Est. Cost $57.02 Unrealized
IBN ICICI BK LTD 0.0%
Value ($000) $200 Shares 25,500 Est. Cost $16.95 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $193 Shares 19,520 Est. Cost $24.50 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $177 Shares 10,000 Est. Cost $25.97 Unrealized -43.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $168 Shares 11,088 Est. Cost $6.50 Unrealized 0.0%
ANNALY CAP MGMT INC 0.0%
Value ($000) $166 Shares 17,795 Est. Cost $10.23 Unrealized
TIME INC NEW 0.0%
Value ($000) $156 Shares 10,007 Est. Cost $15.59 Unrealized
NORTHEAST BANCORP 0.0%
Value ($000) $147 Shares 14,000 Est. Cost $9.64 Unrealized
HPQ HP INC 0.0%
Value ($000) $140 Shares 11,858 Est. Cost $9.12 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $138 Shares 10,426 Est. Cost $9.27 Unrealized +37.9%
ISHARES 0.0%
Value ($000) $135 Shares 11,201 Est. Cost $12.05 Unrealized
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $90 Shares 10,227 Est. Cost $9.68 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $6.99 Unrealized +18.8%
ALLIQUA BIOMEDICAL INC 0.0%
Value ($000) $73 Shares 34,016 Est. Cost $5.29 Unrealized