Haverford Trust Co Diversified Active

CIK: 0000842941 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 10, 2016

Total Value ($000): $3,841,880 (100.0% shares, 0.0% debt)

Holdings (237)

JNJ JOHNSON & JOHNSON 3.6%
Value ($000) $137,814 Shares 1,273,693 Est. Cost $60.38 Unrealized +30.5%
CVS CVS HEALTH CORPORATION 2.9%
Value ($000) $111,462 Shares 1,074,541 Est. Cost $42.38 Unrealized +70.8%
PEP PEPSICO INC 2.8%
Value ($000) $106,466 Shares 1,038,894 Est. Cost $56.52 Unrealized +29.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2.7%
Value ($000) $102,086 Shares 2,452,822 Est. Cost $48.20 Unrealized
JPM J.P. MORGAN CHASE & CO 2.6%
Value ($000) $101,313 Shares 1,710,792 Est. Cost $37.47 Unrealized +19.7%
WFC WELLS FARGO CO 2.6%
Value ($000) $100,711 Shares 2,082,533 Est. Cost $28.69 Unrealized +29.3%
BLACKROCK INC 2.6%
Value ($000) $100,407 Shares 294,820 Est. Cost $262.86 Unrealized
ACN ACCENTURE LTD 2.6%
Value ($000) $100,343 Shares 869,521 Est. Cost $64.45 Unrealized +36.1%
PG PROCTER & GAMBLE 2.6%
Value ($000) $98,409 Shares 1,195,589 Est. Cost $56.35 Unrealized +9.4%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $97,104 Shares 1,161,666 Est. Cost $53.04 Unrealized -2.0%
UNH UNITEDHEALTH GROUP INC COM 2.4%
Value ($000) $93,452 Shares 724,999 Est. Cost $55.12 Unrealized +83.0%
TJX TJX COS INC NEW 2.4%
Value ($000) $93,432 Shares 1,192,496 Est. Cost $22.46 Unrealized +40.7%
AAPL APPLE INC 2.4%
Value ($000) $90,436 Shares 829,762 Est. Cost $18.15 Unrealized +24.2%
DU PONT E I DE NEMOURS CO 2.4%
Value ($000) $90,372 Shares 1,427,228 Est. Cost $52.11 Unrealized
MA MASTERCARD 2.3%
Value ($000) $87,791 Shares 929,000 Est. Cost $79.54 Unrealized +4.9%
DIS DISNEY WALT PRODUCTIONS 2.3%
Value ($000) $87,110 Shares 877,153 Est. Cost $56.67 Unrealized +57.0%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $85,449 Shares 853,639 Est. Cost $96.93 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.2%
Value ($000) $84,562 Shares 1,591,314 Est. Cost $54.18 Unrealized
BDX BECTON DICKINSON 2.2%
Value ($000) $82,682 Shares 544,604 Est. Cost $78.66 Unrealized +55.4%
ORCL ORACLE SYS CORP 2.1%
Value ($000) $81,425 Shares 1,990,342 Est. Cost $32.57 Unrealized -1.9%
KO COCA-COLA CO 2.1%
Value ($000) $79,983 Shares 1,724,149 Est. Cost $28.27 Unrealized +12.6%
MDT MEDTRONIC PLC 2.0%
Value ($000) $76,729 Shares 1,023,058 Est. Cost $57.67 Unrealized +2.1%
BUD ANHEUSER-BUSCH INBEV SA ADR 1.9%
Value ($000) $74,029 Shares 593,849 Est. Cost $109.63 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 1.8%
Value ($000) $69,097 Shares 479,209 Est. Cost $137.66 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.7%
Value ($000) $66,866 Shares 593,996 Est. Cost $110.79 Unrealized
CMCSA COMCAST CORP NEW COM CL A 1.6%
Value ($000) $61,282 Shares 1,003,306 Est. Cost $21.64 Unrealized +5.1%
SLB SCHLUMBERGER 1.5%
Value ($000) $57,682 Shares 782,129 Est. Cost $55.73 Unrealized -4.7%
GWW WW GRAINGER INC 1.5%
Value ($000) $57,220 Shares 245,126 Est. Cost $202.57 Unrealized -11.5%
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY I 1.4%
Value ($000) $53,614 Shares 1,043,692 Est. Cost $48.88 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 1.4%
Value ($000) $52,243 Shares 362,674 Est. Cost $93.95 Unrealized +0.8%
MSFT MICROSOFT CORP 1.4%
Value ($000) $52,078 Shares 942,928 Est. Cost $29.87 Unrealized +54.3%
IGIB ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND 1.2%
Value ($000) $45,048 Shares 410,681 Est. Cost $108.27 Unrealized
TWENTY-FIRST CENTURY FOX, INC. 1.2%
Value ($000) $44,950 Shares 1,593,968 Est. Cost $33.02 Unrealized
BAX BAXTER INTL INC 1.1%
Value ($000) $43,959 Shares 1,070,091 Est. Cost $32.47 Unrealized 0.0%
GENERAL ELECTRIC 1.1%
Value ($000) $43,948 Shares 1,382,445 Est. Cost $24.44 Unrealized
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $43,841 Shares 810,667 Est. Cost $27.59 Unrealized +8.9%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $41,111 Shares 447,544 Est. Cost $63.37 Unrealized +0.1%
JP MORGAN ALERIAN MLP INDEX 1.0%
Value ($000) $40,032 Shares 1,477,725 Est. Cost $36.06 Unrealized
PM PHILIP MORRIS INTL,INC 1.0%
Value ($000) $38,142 Shares 388,766 Est. Cost $48.06 Unrealized +16.3%
VGK VANGUARD FTSE EUROPE ETF 1.0%
Value ($000) $37,770 Shares 778,437 Est. Cost $56.54 Unrealized
COR AMERISOURCE BERGEN CORP 0.9%
Value ($000) $35,790 Shares 413,520 Est. Cost $71.93 Unrealized -7.9%
MRK MERCK & CO 0.9%
Value ($000) $34,389 Shares 649,947 Est. Cost $31.23 Unrealized +15.4%
VSS VANGUARD FTSE ALL WORLD SC ETF 0.9%
Value ($000) $33,629 Shares 360,129 Est. Cost $102.05 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.8%
Value ($000) $32,621 Shares 309,292 Est. Cost $58.64 Unrealized +15.4%
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $31,019 Shares 230,607 Est. Cost $66.94 Unrealized +38.6%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $30,166 Shares 511,288 Est. Cost $32.64 Unrealized +40.8%
GLAXOSMITHKLINE PLC 0.8%
Value ($000) $29,595 Shares 729,833 Est. Cost $49.04 Unrealized
TGT TARGET CORP 0.8%
Value ($000) $29,296 Shares 356,054 Est. Cost $44.85 Unrealized +25.7%
KHC THE KRAFT HEINZ COMPANY 0.8%
Value ($000) $28,928 Shares 368,222 Est. Cost $47.82 Unrealized +1.0%
ETN EATON CORP, PLC 0.7%
Value ($000) $28,246 Shares 451,504 Est. Cost $47.08 Unrealized -6.0%
CVX CHEVRON CORPORATION 0.7%
Value ($000) $28,063 Shares 294,162 Est. Cost $68.28 Unrealized -15.9%
PFE PFIZER INC 0.7%
Value ($000) $26,872 Shares 906,607 Est. Cost $18.32 Unrealized +2.0%
GPC GENUINE PARTS CO 0.7%
Value ($000) $26,232 Shares 264,008 Est. Cost $56.60 Unrealized +17.7%
MO ALTRIA GROUP INC COM 0.7%
Value ($000) $26,093 Shares 416,422 Est. Cost $17.42 Unrealized +78.4%
MCD MCDONALDS CORP 0.7%
Value ($000) $25,002 Shares 198,931 Est. Cost $71.77 Unrealized +30.9%
INTC INTEL CORP 0.6%
Value ($000) $23,494 Shares 726,236 Est. Cost $18.23 Unrealized +33.8%
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $23,337 Shares 260,141 Est. Cost $49.14 Unrealized +37.7%
AEP AMERICAN ELECTRIC POWER 0.6%
Value ($000) $21,427 Shares 322,694 Est. Cost $43.68 Unrealized 0.0%
VPL VANGUARD FTSE PACIFIC ETF 0.5%
Value ($000) $20,657 Shares 373,755 Est. Cost $56.43 Unrealized
IGSB ISHARES BARCLAYS 1-3 YEAR CREDIT BOND FUND 0.5%
Value ($000) $20,332 Shares 192,870 Est. Cost $105.43 Unrealized
MBB ISHARES BARCLAYS MBS BOND FUND 0.5%
Value ($000) $18,321 Shares 167,345 Est. Cost $105.63 Unrealized
POWERSHARES BUILD AMERICA BONDS 0.4%
Value ($000) $13,674 Shares 452,939 Est. Cost $27.85 Unrealized
VEA VANGUARD FTSE EUROPE PACIFIC ETF 0.3%
Value ($000) $12,297 Shares 342,731 Est. Cost $40.56 Unrealized
GVI ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BO 0.3%
Value ($000) $9,705 Shares 86,609 Est. Cost $109.88 Unrealized
SPY SPDR TR UNIT SER 1 0.2%
Value ($000) $8,587 Shares 41,780 Est. Cost $197.12 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $7,552 Shares 45,321 Est. Cost $64.62 Unrealized +43.6%
T AT&T INC 0.2%
Value ($000) $6,640 Shares 169,506 Est. Cost $11.55 Unrealized +19.9%
HD HOME DEPOT INC 0.2%
Value ($000) $6,339 Shares 47,505 Est. Cost $63.55 Unrealized +54.8%
ALERIAN MLP ETF 0.2%
Value ($000) $6,142 Shares 562,464 Est. Cost $12.37 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $5,775 Shares 38,517 Est. Cost $89.26 Unrealized +24.1%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $5,340 Shares 67,131 Est. Cost $68.44 Unrealized -9.4%
ABBV ABBVIE INC. 0.1%
Value ($000) $5,025 Shares 87,977 Est. Cost $30.46 Unrealized +21.8%
AIRGAS INC 0.1%
Value ($000) $4,741 Shares 33,475 Est. Cost $95.46 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $4,740 Shares 56,567 Est. Cost $69.14 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $4,499 Shares 70,431 Est. Cost $30.44 Unrealized +47.2%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $4,383 Shares 28,939 Est. Cost $114.93 Unrealized -26.9%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $4,342 Shares 61,458 Est. Cost $44.78 Unrealized +18.1%
VTI VANGUARD TOTAL STOCK MARKET 0.1%
Value ($000) $3,999 Shares 38,154 Est. Cost $103.17 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $3,680 Shares 106,430 Est. Cost $38.41 Unrealized
RYDEX S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $3,592 Shares 45,743 Est. Cost $66.34 Unrealized
VIG VANGUARD DIVIDEND 0.1%
Value ($000) $3,435 Shares 42,283 Est. Cost $75.86 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $3,382 Shares 80,850 Est. Cost $30.53 Unrealized +8.1%
HDV ISHARES HIGH DIVIDEND EQUITY 0.1%
Value ($000) $2,801 Shares 35,900 Est. Cost $74.30 Unrealized
ACWX ISHARES TRUST ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $2,783 Shares 70,500 Est. Cost $40.21 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,657 Shares 43,280 Est. Cost $68.93 Unrealized -26.8%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $2,596 Shares 53,591 Est. Cost $64.36 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $2,561 Shares 23,071 Est. Cost $75.82 Unrealized +8.1%
UNILEVER N V WI 0.1%
Value ($000) $2,559 Shares 57,280 Est. Cost $39.42 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $2,348 Shares 11 Est. Cost $192074.83 Unrealized +3.9%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.1%
Value ($000) $2,316 Shares 23,208 Est. Cost $85.96 Unrealized
SNY SANOFI-AVENTIS ADR 0.1%
Value ($000) $2,268 Shares 56,467 Est. Cost $50.89 Unrealized
NVS NOVARTIS AG - ADR 0.1%
Value ($000) $2,242 Shares 30,944 Est. Cost $72.73 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $2,204 Shares 40,534 Est. Cost $40.19 Unrealized -7.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,199 Shares 11,661 Est. Cost $178.57 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,117 Shares 17,886 Est. Cost $15.34 Unrealized +42.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,050 Shares 72,006 Est. Cost $16.83 Unrealized +12.5%
MDLZ MONDELEZ INTERNATIONAL INC CL A 0.1%
Value ($000) $2,032 Shares 50,658 Est. Cost $27.21 Unrealized +19.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $2,029 Shares 26,475 Est. Cost $38.51 Unrealized +29.3%
WMT WAL-MART STORES 0.1%
Value ($000) $1,999 Shares 29,190 Est. Cost $20.29 Unrealized -9.8%
HON HONEYWELL INTERNATIONAL, INC. 0.0%
Value ($000) $1,895 Shares 16,912 Est. Cost $55.37 Unrealized +37.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1,865 Shares 6,552 Est. Cost $53.58 Unrealized +49.0%
DVY ISHARES DJ SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $1,795 Shares 21,975 Est. Cost $73.06 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $1,778 Shares 18,745 Est. Cost $34.03 Unrealized +7.1%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,632 Shares 25,767 Est. Cost $32.23 Unrealized +27.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,597 Shares 39,649 Est. Cost $40.45 Unrealized -30.5%
IJS ISHARES S&P SMALL CAP 600 VALUE INDEX FUND 0.0%
Value ($000) $1,576 Shares 13,905 Est. Cost $113.14 Unrealized
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $1,546 Shares 34,208 Est. Cost $41.24 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $1,510 Shares 21,950 Est. Cost $55.31 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.0%
Value ($000) $1,484 Shares 10,462 Est. Cost $117.66 Unrealized +12.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,453 Shares 14,187 Est. Cost $64.75 Unrealized +13.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1,435 Shares 17,232 Est. Cost $58.80 Unrealized +4.6%
HEDJ WISDOM TREE EUROPE HEDGED 0.0%
Value ($000) $1,363 Shares 26,261 Est. Cost $63.86 Unrealized
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $1,334 Shares 15,769 Est. Cost $58.00 Unrealized +6.8%
SYK STRYKER CORP 0.0%
Value ($000) $1,261 Shares 11,755 Est. Cost $82.54 Unrealized +6.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,252 Shares 5,654 Est. Cost $98.58 Unrealized +67.6%
EGSHARES EM CONSUMER ETF 0.0%
Value ($000) $1,249 Shares 55,247 Est. Cost $26.12 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $1,239 Shares 50,314 Est. Cost $47.81 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,234 Shares 10,491 Est. Cost $118.89 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $1,198 Shares 27,405 Est. Cost $49.79 Unrealized
ITC HOLDINGS CORPORATION 0.0%
Value ($000) $1,197 Shares 27,465 Est. Cost $33.51 Unrealized
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $1,169 Shares 15,565 Est. Cost $37.35 Unrealized +23.4%
NEAR ISHARES SHORT MATURITY BOND 0.0%
Value ($000) $1,130 Shares 22,574 Est. Cost $50.02 Unrealized
NSRGY NESTLE S A SPON ADR REG 0.0%
Value ($000) $1,116 Shares 14,870 Est. Cost $76.43 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,107 Shares 14,615 Est. Cost $34.95 Unrealized +68.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,024 Shares 7,230 Est. Cost $125.71 Unrealized +3.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1,011 Shares 14,775 Est. Cost $58.80 Unrealized -14.3%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $1,003 Shares 10,152 Est. Cost $94.16 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $998 Shares 11,377 Est. Cost $101.24 Unrealized
MSM MSC INDUSTRIAL DIRECT CO - A 0.0%
Value ($000) $983 Shares 12,880 Est. Cost $67.98 Unrealized -1.4%
USB U S BANCORP 0.0%
Value ($000) $965 Shares 23,777 Est. Cost $25.75 Unrealized +7.9%
DEO DIAGEO PLC - SPONSORED ADR 0.0%
Value ($000) $927 Shares 8,590 Est. Cost $113.53 Unrealized
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.0%
Value ($000) $912 Shares 8,225 Est. Cost $107.69 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $905 Shares 8,288 Est. Cost $95.67 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $903 Shares 11,191 Est. Cost $44.46 Unrealized +13.5%
GOOG ALPHABET INC CL C 0.0%
Value ($000) $860 Shares 1,154 Est. Cost $35.61 Unrealized -0.2%
CR BARD INC 0.0%
Value ($000) $856 Shares 4,222 Est. Cost $180.64 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $850 Shares 10,411 Est. Cost $92.15 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $840 Shares 17,971 Est. Cost $29.40 Unrealized +13.5%
CB CHUBB LTD 0.0%
Value ($000) $826 Shares 6,935 Est. Cost $96.06 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $812 Shares 11,767 Est. Cost $62.29 Unrealized
BA BOEING CO 0.0%
Value ($000) $808 Shares 6,365 Est. Cost $109.11 Unrealized +2.5%
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $803 Shares 20,576 Est. Cost $39.26 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $792 Shares 6,787 Est. Cost $65.50 Unrealized +34.1%
XLF SPDR FINANCIAL SELECT 0.0%
Value ($000) $778 Shares 34,574 Est. Cost $24.35 Unrealized
NVO NOVO-NORDISK A/S SPONS ADR 0.0%
Value ($000) $774 Shares 14,285 Est. Cost $67.98 Unrealized
LQD ISHARES IBOXX $ INVESTOP INVESTMENT GRADE BOND FUN 0.0%
Value ($000) $759 Shares 6,384 Est. Cost $114.25 Unrealized
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $756 Shares 24,501 Est. Cost $19.60 Unrealized +44.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $724 Shares 11,357 Est. Cost $34.34 Unrealized +25.3%
NKE NIKE INC CL B 0.0%
Value ($000) $713 Shares 11,600 Est. Cost $42.04 Unrealized +26.5%
CABO CABLE ONE INC 0.0%
Value ($000) $704 Shares 1,610 Est. Cost $387.34 Unrealized -2.2%
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $698 Shares 7,575 Est. Cost $37.38 Unrealized +2.7%
AFL AFLAC 0.0%
Value ($000) $675 Shares 10,687 Est. Cost $23.69 Unrealized -0.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $661 Shares 12,934 Est. Cost $45.29 Unrealized -18.5%
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.0%
Value ($000) $660 Shares 5,693 Est. Cost $110.35 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $649 Shares 13,400 Est. Cost $33.36 Unrealized +29.9%
PPL PPL CORP COM 0.0%
Value ($000) $645 Shares 16,950 Est. Cost $17.28 Unrealized +32.4%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $643 Shares 12,956 Est. Cost $38.22 Unrealized
HNFSA HANOVER FOODS CORP - CL A 0.0%
Value ($000) $631 Shares 7,333 Est. Cost $125.21 Unrealized -32.3%
IWR ISHARES RUSSELL MID CAP INDEX FUND 0.0%
Value ($000) $608 Shares 3,730 Est. Cost $164.24 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $599 Shares 44,764 Est. Cost $7.19 Unrealized +21.8%
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $581 Shares 10,158 Est. Cost $62.61 Unrealized
SAP SAP AKLENGESELLSCHAFT 0.0%
Value ($000) $578 Shares 7,190 Est. Cost $64.82 Unrealized
TBBK BANCORP INC DEL COM 0.0%
Value ($000) $572 Shares 100,000 Est. Cost $13.53 Unrealized -63.1%
CIGNA CORP 0.0%
Value ($000) $537 Shares 3,913 Est. Cost $137.23 Unrealized
TDG TRANSDIGM GROUP, INC. 0.0%
Value ($000) $507 Shares 2,300 Est. Cost $76.29 Unrealized +78.9%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $498 Shares 3,750 Est. Cost $124.11 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $489 Shares 4,388 Est. Cost $79.42 Unrealized +3.4%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $461 Shares 10,689 Est. Cost $43.67 Unrealized -11.6%
PSX PHILLIPS 66 0.0%
Value ($000) $459 Shares 5,302 Est. Cost $58.88 Unrealized -4.8%
RAYTHEON CO NEW COM 0.0%
Value ($000) $457 Shares 3,727 Est. Cost $96.57 Unrealized
WALGREENS BOOTS ALLIANCE, INC 0.0%
Value ($000) $454 Shares 5,389 Est. Cost $84.79 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $452 Shares 4,084 Est. Cost $112.18 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $452 Shares 2,185 Est. Cost $201.97 Unrealized
DWM WISDOMTREE DEFA FUND 0.0%
Value ($000) $445 Shares 9,720 Est. Cost $45.98 Unrealized
IDV ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN 0.0%
Value ($000) $438 Shares 15,106 Est. Cost $37.39 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $424 Shares 60,580 Est. Cost $7.40 Unrealized -50.8%
CLX CLOROX CO 0.0%
Value ($000) $423 Shares 3,356 Est. Cost $61.35 Unrealized +56.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $418 Shares 2,112 Est. Cost $155.62 Unrealized +3.5%
GOOGL ALPHABET INC - CL A 0.0%
Value ($000) $404 Shares 530 Est. Cost $36.73 Unrealized -0.5%
SO SOUTHERN CO 0.0%
Value ($000) $400 Shares 7,733 Est. Cost $27.51 Unrealized +17.1%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $395 Shares 2,975 Est. Cost $135.41 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $394 Shares 22,250 Est. Cost $6.37 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $383 Shares 6,668 Est. Cost $41.58 Unrealized -2.6%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $380 Shares 2,410 Est. Cost $89.44 Unrealized +42.8%
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $379 Shares 3,303 Est. Cost $110.48 Unrealized
HPQ HP INC. 0.0%
Value ($000) $370 Shares 30,000 Est. Cost $7.71 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $357 Shares 7,578 Est. Cost $22.67 Unrealized +33.1%
VFC V F CORPORATION 0.0%
Value ($000) $343 Shares 5,300 Est. Cost $62.42 Unrealized -7.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $321 Shares 4,200 Est. Cost $58.52 Unrealized -9.3%
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $319 Shares 4,811 Est. Cost $31.26 Unrealized +53.0%
DOV DOVER CORP 0.0%
Value ($000) $316 Shares 4,912 Est. Cost $41.50 Unrealized -1.3%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $312 Shares 1,200 Est. Cost $225.00 Unrealized +17.4%
LLY LILLY, ELI & COMPANY 0.0%
Value ($000) $312 Shares 4,329 Est. Cost $42.18 Unrealized +51.7%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $308 Shares 2,405 Est. Cost $153.80 Unrealized -11.1%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $306 Shares 3,715 Est. Cost $76.45 Unrealized
SUB ISHARES S&P SHORT TERM NATIONAL AMT-FREE MUNICIPAL 0.0%
Value ($000) $300 Shares 2,827 Est. Cost $106.09 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $297 Shares 2,714 Est. Cost $108.33 Unrealized
EEM ISHARES MSCI EMERGING MARKETS INDEX FUND 0.0%
Value ($000) $279 Shares 8,145 Est. Cost $32.17 Unrealized
BP BP PLC 0.0%
Value ($000) $276 Shares 9,150 Est. Cost $39.84 Unrealized
XLI INDUSTRIAL SELECT SECT SPDR 0.0%
Value ($000) $270 Shares 4,861 Est. Cost $51.14 Unrealized
GHC GRAHAM HOLDINGS COMPANY 0.0%
Value ($000) $266 Shares 555 Est. Cost $491.36 Unrealized -12.2%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $262 Shares 7,052 Est. Cost $31.70 Unrealized -12.0%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $260 Shares 8,037 Est. Cost $51.20 Unrealized
BUCKEYE PARTNERS L P 0.0%
Value ($000) $258 Shares 3,799 Est. Cost $69.42 Unrealized
DOW CHEMICAL CORP 0.0%
Value ($000) $257 Shares 5,051 Est. Cost $49.52 Unrealized
IWP ISHARES RUSSELL MID CAP GROWTH INDEX FUND 0.0%
Value ($000) $249 Shares 2,706 Est. Cost $89.68 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $248 Shares 418 Est. Cost $17.58 Unrealized +61.4%
VTR VENTAS INC 0.0%
Value ($000) $248 Shares 3,933 Est. Cost $49.18 Unrealized -25.4%
PRAXAIR INC 0.0%
Value ($000) $247 Shares 2,158 Est. Cost $102.61 Unrealized
KAYNE ANDERSON MLP 0.0%
Value ($000) $245 Shares 14,808 Est. Cost $38.91 Unrealized
EMHY ISHARES EMERGING MKTS HI YIELD BD FD 0.0%
Value ($000) $244 Shares 5,173 Est. Cost $47.70 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $243 Shares 7,635 Est. Cost $31.83 Unrealized
GLW CORNING INC 0.0%
Value ($000) $243 Shares 11,624 Est. Cost $15.38 Unrealized -7.3%
EOG EOG RESOURCES INC 0.0%
Value ($000) $240 Shares 3,300 Est. Cost $62.18 Unrealized -17.9%
OMC OMNICOM GROUP 0.0%
Value ($000) $236 Shares 2,830 Est. Cost $49.25 Unrealized +9.2%
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $234 Shares 2,190 Est. Cost $92.02 Unrealized -3.1%
CELGENE CORP 0.0%
Value ($000) $233 Shares 2,332 Est. Cost $86.35 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $231 Shares 3,000 Est. Cost $67.77 Unrealized -2.2%
MUB ISHARES NATIONAL AMT-FREE MUNICIPAL BOND FUND 0.0%
Value ($000) $230 Shares 2,056 Est. Cost $110.41 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $230 Shares 7,161 Est. Cost $36.10 Unrealized
CM CANADIAN IMPERIAL BANK 0.0%
Value ($000) $229 Shares 3,071 Est. Cost $21.20 Unrealized -1.6%
FAST FASTENAL COMPANY 0.0%
Value ($000) $229 Shares 4,665 Est. Cost $8.38 Unrealized 0.0%
AZZ AZZ INCORPORATED 0.0%
Value ($000) $226 Shares 4,000 Est. Cost $48.55 Unrealized -6.7%
MAT MATTEL INC 0.0%
Value ($000) $225 Shares 6,700 Est. Cost $40.77 Unrealized -25.5%
META FACEBOOK INC 0.0%
Value ($000) $223 Shares 1,955 Est. Cost $104.78 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $222 Shares 5,407 Est. Cost $30.45 Unrealized -25.1%
IUSV ISHARES TR 0.0%
Value ($000) $221 Shares 1,720 Est. Cost $128.49 Unrealized
UAL UNITED CONTINENTAL HOLDINGS INC. 0.0%
Value ($000) $216 Shares 3,603 Est. Cost $33.16 Unrealized +60.1%
JOHNSON CONTROLS 0.0%
Value ($000) $215 Shares 5,510 Est. Cost $44.49 Unrealized
TIFFANY & CO 0.0%
Value ($000) $205 Shares 2,800 Est. Cost $72.94 Unrealized
ENBRIDGE ENERGY PARTNERS L PCOM 0.0%
Value ($000) $203 Shares 11,100 Est. Cost $30.45 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $202 Shares 1,836 Est. Cost $74.19 Unrealized 0.0%
ALPINE GROUP, INC. 0.0%
Value ($000) $179 Shares 777,928 Est. Cost $1.01 Unrealized
CAPSTEAD MORTGAGE CORP 0.0%
Value ($000) $159 Shares 16,109 Est. Cost $11.78 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $133 Shares 10,260 Est. Cost $22.39 Unrealized -55.1%
ENCANA CORP COM 0.0%
Value ($000) $62 Shares 10,260 Est. Cost $17.16 Unrealized
PENN VIRGINIA CORP 0.0%
Value ($000) $2 Shares 12,000 Est. Cost $6.89 Unrealized