Haverford Trust Co Diversified Active

CIK: 0000842941 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 9, 2016

Total Value ($000): $3,716,035 (100.0% shares, 0.0% debt)

Holdings (242)

JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $131,591 Shares 1,281,067 Est. Cost $60.38 Unrealized +25.8%
WFC WELLS FARGO CO 3.0%
Value ($000) $111,461 Shares 2,050,414 Est. Cost $28.56 Unrealized +43.0%
JPM J.P. MORGAN CHASE & CO 2.9%
Value ($000) $109,397 Shares 1,656,777 Est. Cost $37.22 Unrealized +33.5%
CVS CVS HEALTH CORPORATION 2.8%
Value ($000) $103,872 Shares 1,062,408 Est. Cost $42.04 Unrealized +72.7%
PEP PEPSICO INC 2.8%
Value ($000) $102,935 Shares 1,030,170 Est. Cost $56.52 Unrealized +30.0%
BLACKROCK INC 2.7%
Value ($000) $98,922 Shares 290,502 Est. Cost $261.71 Unrealized
DU PONT E I DE NEMOURS CO 2.6%
Value ($000) $94,762 Shares 1,422,854 Est. Cost $52.11 Unrealized
ACN ACCENTURE LTD 2.4%
Value ($000) $90,704 Shares 867,983 Est. Cost $64.45 Unrealized +39.6%
DIS DISNEY WALT PRODUCTIONS 2.4%
Value ($000) $90,612 Shares 862,316 Est. Cost $56.11 Unrealized +82.2%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $88,873 Shares 1,140,126 Est. Cost $53.06 Unrealized -3.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2.3%
Value ($000) $87,286 Shares 2,215,935 Est. Cost $48.91 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $85,555 Shares 812,793 Est. Cost $18.06 Unrealized +42.4%
UNH UNITEDHEALTH GROUP INC COM 2.3%
Value ($000) $84,307 Shares 716,654 Est. Cost $54.59 Unrealized +81.9%
TJX TJX COS INC NEW 2.3%
Value ($000) $83,837 Shares 1,182,309 Est. Cost $22.46 Unrealized +37.6%
BDX BECTON DICKINSON 2.2%
Value ($000) $83,384 Shares 541,139 Est. Cost $78.66 Unrealized +56.9%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $80,266 Shares 835,491 Est. Cost $96.86 Unrealized
PG PROCTER & GAMBLE 2.2%
Value ($000) $80,082 Shares 1,008,467 Est. Cost $55.36 Unrealized +4.6%
MDT MEDTRONIC PLC 2.1%
Value ($000) $77,614 Shares 1,009,028 Est. Cost $57.65 Unrealized +1.6%
IEFA ISHARES CORE MSCI EAFE ETF 2.1%
Value ($000) $76,664 Shares 1,409,780 Est. Cost $54.32 Unrealized
CVX CHEVRON CORPORATION 2.0%
Value ($000) $74,276 Shares 825,657 Est. Cost $68.28 Unrealized -14.4%
BUD ANHEUSER-BUSCH INBEV SA ADR 2.0%
Value ($000) $73,134 Shares 585,076 Est. Cost $109.41 Unrealized
KO COCA-COLA CO 2.0%
Value ($000) $73,109 Shares 1,701,798 Est. Cost $28.22 Unrealized +9.3%
ORCL ORACLE SYS CORP 1.9%
Value ($000) $71,568 Shares 1,959,170 Est. Cost $32.58 Unrealized +0.7%
UNP UNION PACIFIC CORP 1.9%
Value ($000) $68,974 Shares 882,021 Est. Cost $68.44 Unrealized -0.2%
AXP AMERICAN EXPRESS CO 1.8%
Value ($000) $66,903 Shares 961,940 Est. Cost $68.93 Unrealized -8.8%
IJH ISHARES CORE S&P MID-CAP ETF 1.7%
Value ($000) $64,931 Shares 466,057 Est. Cost $137.47 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.7%
Value ($000) $63,695 Shares 578,468 Est. Cost $110.74 Unrealized
MA MASTERCARD 1.6%
Value ($000) $58,382 Shares 599,646 Est. Cost $77.41 Unrealized +19.1%
ETN EATON CORP, PLC 1.5%
Value ($000) $54,737 Shares 1,051,820 Est. Cost $47.08 Unrealized -8.6%
CMCSA COMCAST CORP NEW COM CL A 1.5%
Value ($000) $54,389 Shares 963,825 Est. Cost $21.60 Unrealized +10.0%
SLB SCHLUMBERGER 1.4%
Value ($000) $51,315 Shares 735,694 Est. Cost $55.90 Unrealized +0.4%
MSFT MICROSOFT CORP 1.4%
Value ($000) $50,670 Shares 913,309 Est. Cost $29.34 Unrealized +56.5%
EEMV ISHARES 1.3%
Value ($000) $46,660 Shares 958,891 Est. Cost $48.66 Unrealized
GWW WW GRAINGER INC 1.2%
Value ($000) $44,668 Shares 220,484 Est. Cost $205.16 Unrealized -14.8%
IGIB ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND 1.2%
Value ($000) $42,936 Shares 400,219 Est. Cost $108.23 Unrealized
JP MORGAN ALERIAN MLP INDEX 1.1%
Value ($000) $42,194 Shares 1,456,459 Est. Cost $36.19 Unrealized
GENERAL ELECTRIC 1.1%
Value ($000) $41,486 Shares 1,331,820 Est. Cost $24.17 Unrealized
TWENTY-FIRST CENTURY FOX, INC. 1.0%
Value ($000) $37,671 Shares 1,383,447 Est. Cost $33.75 Unrealized
COR AMERISOURCE BERGEN CORP 1.0%
Value ($000) $37,411 Shares 360,728 Est. Cost $72.76 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE ETF 1.0%
Value ($000) $36,435 Shares 730,461 Est. Cost $57.06 Unrealized
PM PHILIP MORRIS INTL,INC 0.9%
Value ($000) $33,125 Shares 376,805 Est. Cost $47.81 Unrealized +9.4%
VSS VANGUARD FTSE ALL WORLD SC ETF 0.9%
Value ($000) $32,858 Shares 353,803 Est. Cost $102.20 Unrealized
MRK MERCK & CO 0.9%
Value ($000) $32,683 Shares 618,755 Est. Cost $30.99 Unrealized +18.7%
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $32,552 Shares 704,286 Est. Cost $27.22 Unrealized -1.1%
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $31,093 Shares 152,515 Est. Cost $197.12 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.8%
Value ($000) $28,599 Shares 297,193 Est. Cost $58.27 Unrealized +21.2%
GLAXOSMITHKLINE PLC 0.8%
Value ($000) $28,597 Shares 708,732 Est. Cost $49.30 Unrealized
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $28,459 Shares 223,557 Est. Cost $66.12 Unrealized +28.5%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $26,838 Shares 502,870 Est. Cost $32.42 Unrealized +35.4%
KHC THE KRAFT HEINZ COMPANY 0.7%
Value ($000) $25,656 Shares 352,615 Est. Cost $47.80 Unrealized -1.6%
TGT TARGET CORP 0.7%
Value ($000) $24,964 Shares 343,813 Est. Cost $44.44 Unrealized +24.3%
INTC INTEL CORP 0.6%
Value ($000) $24,055 Shares 698,247 Est. Cost $17.98 Unrealized +48.2%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $23,543 Shares 404,453 Est. Cost $17.02 Unrealized +73.1%
MCD MCDONALDS CORP 0.6%
Value ($000) $23,379 Shares 197,894 Est. Cost $71.77 Unrealized +21.5%
GPC GENUINE PARTS CO 0.6%
Value ($000) $21,498 Shares 250,299 Est. Cost $56.05 Unrealized +16.4%
SNY SANOFI-AVENTIS ADR 0.6%
Value ($000) $21,333 Shares 500,192 Est. Cost $50.89 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $20,847 Shares 246,064 Est. Cost $48.08 Unrealized +43.8%
IGSB ISHARES BARCLAYS 1-3 YEAR CREDIT BOND FUND 0.5%
Value ($000) $19,373 Shares 185,207 Est. Cost $105.43 Unrealized
VEA VANGUARD FTSE EUROPE PACIFIC ETF 0.5%
Value ($000) $19,100 Shares 520,165 Est. Cost $40.56 Unrealized
MTB M & T BK CORP 0.5%
Value ($000) $18,522 Shares 152,847 Est. Cost $75.82 Unrealized +20.9%
MBB ISHARES BARCLAYS MBS BOND FUND 0.5%
Value ($000) $17,946 Shares 166,629 Est. Cost $105.63 Unrealized
VPL VANGUARD WORLD FDS 0.5%
Value ($000) $17,518 Shares 309,119 Est. Cost $56.67 Unrealized
POWERSHARES BUILD AMERICA BONDS 0.4%
Value ($000) $13,025 Shares 449,289 Est. Cost $27.85 Unrealized
GVI ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BO 0.2%
Value ($000) $9,132 Shares 83,315 Est. Cost $109.79 Unrealized
ALERIAN MLP ETF 0.2%
Value ($000) $7,764 Shares 644,281 Est. Cost $12.37 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $7,746 Shares 239,968 Est. Cost $17.32 Unrealized +17.6%
ACWX ISHARES TRUST ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $7,335 Shares 185,186 Est. Cost $40.21 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $6,808 Shares 45,192 Est. Cost $64.62 Unrealized +42.5%
HD HOME DEPOT INC 0.2%
Value ($000) $6,344 Shares 47,970 Est. Cost $63.55 Unrealized +57.3%
AMGN AMGEN INC 0.2%
Value ($000) $6,252 Shares 38,517 Est. Cost $89.26 Unrealized +30.5%
T AT&T INC 0.2%
Value ($000) $5,775 Shares 167,828 Est. Cost $11.55 Unrealized +7.7%
ABBV ABBVIE INC. 0.1%
Value ($000) $5,380 Shares 90,818 Est. Cost $30.46 Unrealized +24.6%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $4,938 Shares 150,957 Est. Cost $38.41 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $4,854 Shares 70,566 Est. Cost $30.44 Unrealized +53.4%
AIRGAS INC 0.1%
Value ($000) $4,630 Shares 33,475 Est. Cost $95.46 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $4,513 Shares 56,602 Est. Cost $69.14 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $4,354 Shares 41,747 Est. Cost $103.17 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $4,217 Shares 63,301 Est. Cost $44.78 Unrealized +17.3%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $3,946 Shares 28,674 Est. Cost $114.93 Unrealized -23.8%
ABT ABBOTT LABS 0.1%
Value ($000) $3,676 Shares 81,855 Est. Cost $30.53 Unrealized +19.7%
EGSHARES EM CONSUMER ETF 0.1%
Value ($000) $3,434 Shares 161,525 Est. Cost $26.12 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $3,315 Shares 72,394 Est. Cost $64.36 Unrealized
VIG VANGUARD DIVIDEND 0.1%
Value ($000) $3,241 Shares 41,682 Est. Cost $75.79 Unrealized
RYDEX S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $3,227 Shares 42,103 Est. Cost $65.29 Unrealized
NVS NOVARTIS AG - ADR 0.1%
Value ($000) $2,670 Shares 31,030 Est. Cost $72.73 Unrealized
UNILEVER N V WI 0.1%
Value ($000) $2,481 Shares 57,280 Est. Cost $39.42 Unrealized
HDV ISHARES HIGH DIVIDEND EQUITY 0.1%
Value ($000) $2,454 Shares 33,432 Est. Cost $74.02 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.1%
Value ($000) $2,388 Shares 24,009 Est. Cost $85.96 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $2,374 Shares 12 Est. Cost $192074.83 Unrealized +4.8%
MDLZ MONDELEZ INTERNATIONAL INC CL A 0.1%
Value ($000) $2,282 Shares 50,888 Est. Cost $27.21 Unrealized +30.3%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $2,226 Shares 17,106 Est. Cost $78.51 Unrealized +24.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,187 Shares 46,839 Est. Cost $40.45 Unrealized -5.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,074 Shares 11,093 Est. Cost $178.05 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $1,953 Shares 40,834 Est. Cost $40.19 Unrealized -9.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,949 Shares 18,756 Est. Cost $15.34 Unrealized +27.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,818 Shares 66,949 Est. Cost $16.67 Unrealized +20.9%
WMT WAL-MART STORES 0.0%
Value ($000) $1,774 Shares 28,940 Est. Cost $20.29 Unrealized -18.1%
HON HONEYWELL INTERNATIONAL, INC. 0.0%
Value ($000) $1,773 Shares 17,118 Est. Cost $55.37 Unrealized +34.1%
ITC HOLDINGS CORPORATION 0.0%
Value ($000) $1,732 Shares 44,139 Est. Cost $33.51 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $1,704 Shares 18,345 Est. Cost $33.97 Unrealized +12.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,702 Shares 26,475 Est. Cost $38.51 Unrealized +15.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1,701 Shares 6,552 Est. Cost $53.58 Unrealized +46.9%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,644 Shares 33,849 Est. Cost $48.57 Unrealized
IJS ISHARES S&P SMALL CAP 600 VALUE INDEX FUND 0.0%
Value ($000) $1,639 Shares 15,156 Est. Cost $113.14 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $1,609 Shares 32,123 Est. Cost $49.79 Unrealized
DVY ISHARES DJ SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $1,574 Shares 20,946 Est. Cost $72.64 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $1,491 Shares 21,950 Est. Cost $55.31 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,486 Shares 25,767 Est. Cost $32.23 Unrealized +25.6%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $1,475 Shares 34,208 Est. Cost $41.24 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $1,362 Shares 25,316 Est. Cost $64.31 Unrealized
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $1,339 Shares 14,047 Est. Cost $57.52 Unrealized +16.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,315 Shares 14,187 Est. Cost $64.75 Unrealized +10.3%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $1,292 Shares 50,489 Est. Cost $47.81 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $1,287 Shares 11,424 Est. Cost $112.18 Unrealized
NEAR ISHARES SHORT MATURITY BOND 0.0%
Value ($000) $1,247 Shares 24,930 Est. Cost $50.02 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1,247 Shares 14,746 Est. Cost $58.34 Unrealized +18.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.0%
Value ($000) $1,247 Shares 9,447 Est. Cost $116.05 Unrealized +15.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,228 Shares 5,654 Est. Cost $98.58 Unrealized +67.7%
SYK STRYKER CORP 0.0%
Value ($000) $1,227 Shares 13,205 Est. Cost $82.54 Unrealized +3.2%
PRECISION CASTPARTS CORP 0.0%
Value ($000) $1,182 Shares 5,095 Est. Cost $211.05 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $1,172 Shares 11,901 Est. Cost $101.24 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,136 Shares 14,940 Est. Cost $34.95 Unrealized +76.6%
NSRGY NESTLE S A SPON ADR REG 0.0%
Value ($000) $1,107 Shares 14,870 Est. Cost $76.43 Unrealized
CHUBB CORPORATION 0.0%
Value ($000) $1,077 Shares 8,123 Est. Cost $103.04 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,064 Shares 10,491 Est. Cost $118.89 Unrealized
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $1,053 Shares 15,565 Est. Cost $37.35 Unrealized +19.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,040 Shares 7,334 Est. Cost $125.71 Unrealized +3.0%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $1,030 Shares 17,075 Est. Cost $60.83 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1,009 Shares 14,921 Est. Cost $58.80 Unrealized -9.1%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $989 Shares 10,109 Est. Cost $94.16 Unrealized
USB U S BANCORP 0.0%
Value ($000) $987 Shares 23,142 Est. Cost $25.70 Unrealized +15.2%
BA BOEING CO 0.0%
Value ($000) $946 Shares 6,546 Est. Cost $109.11 Unrealized +18.1%
DEO DIAGEO PLC - SPONSORED ADR 0.0%
Value ($000) $937 Shares 8,590 Est. Cost $113.53 Unrealized
CR BARD INC 0.0%
Value ($000) $932 Shares 4,921 Est. Cost $180.64 Unrealized
IWR ISHARES RUSSELL MID CAP INDEX FUND 0.0%
Value ($000) $927 Shares 5,785 Est. Cost $164.24 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $916 Shares 18,321 Est. Cost $45.29 Unrealized -11.7%
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.0%
Value ($000) $888 Shares 8,225 Est. Cost $107.69 Unrealized
XLF SPDR FINANCIAL SELECT 0.0%
Value ($000) $876 Shares 36,746 Est. Cost $24.35 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $854 Shares 1,126 Est. Cost $35.61 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $833 Shares 13,320 Est. Cost $42.04 Unrealized +34.8%
NVO NOVO-NORDISK A/S SPONS ADR 0.0%
Value ($000) $830 Shares 14,285 Est. Cost $67.98 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $819 Shares 10,161 Est. Cost $92.41 Unrealized
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $799 Shares 20,576 Est. Cost $39.26 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $785 Shares 6,958 Est. Cost $65.50 Unrealized +35.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $785 Shares 11,767 Est. Cost $62.29 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $751 Shares 10,520 Est. Cost $44.08 Unrealized +5.2%
SYY SYSCO CORP 0.0%
Value ($000) $746 Shares 18,196 Est. Cost $29.40 Unrealized +7.1%
LQD ISHARES IBOXX $ INVESTOP INVESTMENT GRADE BOND FUN 0.0%
Value ($000) $728 Shares 6,384 Est. Cost $114.25 Unrealized
MSM MSC INDUSTRIAL DIRECT CO - A 0.0%
Value ($000) $725 Shares 12,880 Est. Cost $67.98 Unrealized -11.0%
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.0%
Value ($000) $717 Shares 6,193 Est. Cost $110.35 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $716 Shares 6,404 Est. Cost $91.69 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $685 Shares 11,670 Est. Cost $62.61 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $665 Shares 19,478 Est. Cost $17.28 Unrealized +24.2%
AFL AFLAC 0.0%
Value ($000) $657 Shares 10,962 Est. Cost $23.69 Unrealized +3.5%
HNFSA HANOVER FOODS CORP - CL A 0.0%
Value ($000) $651 Shares 7,333 Est. Cost $125.21 Unrealized -26.3%
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $643 Shares 7,575 Est. Cost $37.38 Unrealized +0.4%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $637 Shares 24,001 Est. Cost $19.42 Unrealized +31.4%
TBBK BANCORP INC DEL COM 0.0%
Value ($000) $637 Shares 100,000 Est. Cost $13.53 Unrealized -46.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $618 Shares 6,111 Est. Cost $56.53 Unrealized +29.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $606 Shares 14,410 Est. Cost $33.36 Unrealized +33.0%
SAP SAP AKLENGESELLSCHAFT 0.0%
Value ($000) $585 Shares 7,390 Est. Cost $64.82 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $582 Shares 44,764 Est. Cost $7.19 Unrealized +27.2%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $561 Shares 12,956 Est. Cost $38.22 Unrealized
TDG TRANSDIGM GROUP, INC. 0.0%
Value ($000) $525 Shares 2,300 Est. Cost $76.29 Unrealized +84.4%
PPG PPG INDS INC 0.0%
Value ($000) $498 Shares 5,038 Est. Cost $79.42 Unrealized +5.8%
RAYTHEON CO NEW COM 0.0%
Value ($000) $483 Shares 3,882 Est. Cost $96.57 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $479 Shares 3,750 Est. Cost $124.11 Unrealized
WALGREENS BOOTS ALLIANCE, INC 0.0%
Value ($000) $459 Shares 5,389 Est. Cost $84.79 Unrealized
DWM WISDOMTREE TR 0.0%
Value ($000) $453 Shares 9,720 Est. Cost $45.98 Unrealized
IDV ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN 0.0%
Value ($000) $450 Shares 15,678 Est. Cost $37.39 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $447 Shares 1,030 Est. Cost $392.08 Unrealized 0.0%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $445 Shares 11,361 Est. Cost $43.67 Unrealized -7.3%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $445 Shares 4,180 Est. Cost $106.46 Unrealized
BUCKEYE PARTNERS L P 0.0%
Value ($000) $442 Shares 6,699 Est. Cost $69.42 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $440 Shares 2,150 Est. Cost $201.89 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $438 Shares 8,333 Est. Cost $31.18 Unrealized +19.5%
CLX CLOROX CO 0.0%
Value ($000) $426 Shares 3,356 Est. Cost $61.35 Unrealized +52.0%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $414 Shares 2,975 Est. Cost $135.41 Unrealized
GOOGL ALPHABET INC - CL A 0.0%
Value ($000) $412 Shares 530 Est. Cost $36.73 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $410 Shares 2,172 Est. Cost $155.62 Unrealized 0.0%
EMB ISHARES TR 0.0%
Value ($000) $408 Shares 3,861 Est. Cost $105.67 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $405 Shares 4,957 Est. Cost $59.08 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $395 Shares 2,447 Est. Cost $89.44 Unrealized +48.5%
XLI INDUSTRIAL SELECT SECT SPDR 0.0%
Value ($000) $389 Shares 7,340 Est. Cost $51.14 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $384 Shares 14,120 Est. Cost $40.77 Unrealized -39.7%
LLY LILLY, ELI & COMPANY 0.0%
Value ($000) $381 Shares 4,525 Est. Cost $42.18 Unrealized +65.3%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $377 Shares 1,229 Est. Cost $225.00 Unrealized +27.7%
SO SOUTHERN CO 0.0%
Value ($000) $376 Shares 8,027 Est. Cost $27.51 Unrealized +7.7%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $376 Shares 7,252 Est. Cost $31.70 Unrealized +20.1%
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $370 Shares 5,811 Est. Cost $31.26 Unrealized +39.3%
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $362 Shares 3,303 Est. Cost $110.48 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $352 Shares 2,431 Est. Cost $153.80 Unrealized 0.0%
SUB ISHARES TR 0.0%
Value ($000) $350 Shares 3,299 Est. Cost $106.09 Unrealized
BP BP PLC 0.0%
Value ($000) $349 Shares 11,152 Est. Cost $39.84 Unrealized
EXPRESS SCRIPTS 0.0%
Value ($000) $335 Shares 3,831 Est. Cost $85.52 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $332 Shares 5,412 Est. Cost $41.50 Unrealized +2.5%
VFC V F CORPORATION 0.0%
Value ($000) $330 Shares 5,300 Est. Cost $62.42 Unrealized 0.0%
CC CHEMOURS COMPANY 0.0%
Value ($000) $325 Shares 60,684 Est. Cost $7.40 Unrealized -37.7%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $303 Shares 3,715 Est. Cost $76.45 Unrealized
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $301 Shares 8,937 Est. Cost $51.20 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $297 Shares 4,375 Est. Cost $58.52 Unrealized -6.7%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $294 Shares 2,714 Est. Cost $108.33 Unrealized
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $293 Shares 7,578 Est. Cost $22.67 Unrealized +24.3%
AMZN AMAZON.COM INC 0.0%
Value ($000) $288 Shares 426 Est. Cost $17.58 Unrealized +79.3%
JOHNSON CONTROLS 0.0%
Value ($000) $280 Shares 7,091 Est. Cost $44.49 Unrealized
CELGENE CORP 0.0%
Value ($000) $279 Shares 2,332 Est. Cost $86.35 Unrealized
GHC GRAHAM HOLDINGS COMPANY 0.0%
Value ($000) $269 Shares 555 Est. Cost $491.36 Unrealized 0.0%
DOW CHEMICAL CORP 0.0%
Value ($000) $267 Shares 5,196 Est. Cost $49.52 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $262 Shares 8,145 Est. Cost $32.17 Unrealized
ACE LTD 0.0%
Value ($000) $257 Shares 2,200 Est. Cost $104.88 Unrealized
ENBRIDGE ENERGY PARTNERS L PCOM 0.0%
Value ($000) $256 Shares 11,100 Est. Cost $30.45 Unrealized
KAYNE ANDERSON MLP 0.0%
Value ($000) $256 Shares 14,810 Est. Cost $38.91 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $255 Shares 3,122 Est. Cost $43.30 Unrealized +8.1%
EXC EXELON CORP 0.0%
Value ($000) $253 Shares 9,124 Est. Cost $15.56 Unrealized -8.9%
CLARCOR INC 0.0%
Value ($000) $251 Shares 5,048 Est. Cost $52.12 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $245 Shares 3,460 Est. Cost $62.18 Unrealized -3.8%
DE DEERE & CO. 0.0%
Value ($000) $243 Shares 3,189 Est. Cost $67.77 Unrealized -4.0%
MARKET VECTORS OIL SERVICE 0.0%
Value ($000) $238 Shares 8,992 Est. Cost $34.34 Unrealized
EMHY ISHARES EMERGING MKTS HI YIELD BD FD 0.0%
Value ($000) $233 Shares 5,173 Est. Cost $47.70 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $231 Shares 7,161 Est. Cost $36.10 Unrealized
UAL UNITED CONTINENTAL HOLDINGS INC. 0.0%
Value ($000) $229 Shares 4,003 Est. Cost $33.16 Unrealized +74.1%
OMC OMNICOM GROUP 0.0%
Value ($000) $229 Shares 3,028 Est. Cost $49.25 Unrealized +5.6%
MUB ISHARES NATIONAL AMT-FREE MUNICIPAL BOND FUND 0.0%
Value ($000) $228 Shares 2,056 Est. Cost $110.41 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $225 Shares 2,190 Est. Cost $92.02 Unrealized -2.2%
PRAXAIR INC 0.0%
Value ($000) $224 Shares 2,183 Est. Cost $102.61 Unrealized
TRIUMPH GROUP INC 0.0%
Value ($000) $223 Shares 5,600 Est. Cost $70.25 Unrealized
AZZ AZZ INCORPORATED 0.0%
Value ($000) $222 Shares 4,000 Est. Cost $48.55 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $222 Shares 3,933 Est. Cost $49.18 Unrealized -29.0%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $221 Shares 4,023 Est. Cost $42.28 Unrealized 0.0%
V VISA IN - CLASS A 0.0%
Value ($000) $219 Shares 2,821 Est. Cost $72.17 Unrealized 0.0%
TIFFANY & CO 0.0%
Value ($000) $214 Shares 2,800 Est. Cost $72.94 Unrealized
IWP ISHARES RUSSELL MID CAP GROWTH INDEX FUND 0.0%
Value ($000) $212 Shares 2,306 Est. Cost $89.27 Unrealized
GLW CORNING INC 0.0%
Value ($000) $212 Shares 11,624 Est. Cost $15.38 Unrealized -9.9%
CM CANADIAN IMPERIAL BANK 0.0%
Value ($000) $209 Shares 3,171 Est. Cost $21.20 Unrealized +6.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $204 Shares 5,407 Est. Cost $30.45 Unrealized -18.3%
ALPINE GROUP, INC. 0.0%
Value ($000) $173 Shares 777,928 Est. Cost $1.01 Unrealized
CAPSTEAD MORTGAGE CORP 0.0%
Value ($000) $141 Shares 16,109 Est. Cost $11.78 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $129 Shares 10,260 Est. Cost $22.39 Unrealized -45.0%
STAPLES INC 0.0%
Value ($000) $111 Shares 11,770 Est. Cost $11.72 Unrealized
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $73 Shares 900 Est. Cost $81.11 Unrealized
ENCANA CORP COM 0.0%
Value ($000) $52 Shares 10,260 Est. Cost $17.16 Unrealized
PENN VIRGINIA CORP 0.0%
Value ($000) $4 Shares 12,000 Est. Cost $6.89 Unrealized