Haverford Trust Co Diversified Active

CIK: 0000842941 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 4, 2016

Total Value ($000): $3,982,160 (100.0% shares, 0.0% debt)

Holdings (231)

JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $150,958 Shares 1,244,497 Est. Cost $60.38 Unrealized +44.2%
PEP PEPSICO INC 2.7%
Value ($000) $108,886 Shares 1,027,810 Est. Cost $56.52 Unrealized +36.4%
XOM EXXON MOBIL CORP 2.7%
Value ($000) $108,588 Shares 1,158,395 Est. Cost $53.04 Unrealized +9.1%
JPM J.P. MORGAN CHASE & CO 2.7%
Value ($000) $106,368 Shares 1,711,744 Est. Cost $37.47 Unrealized +29.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2.6%
Value ($000) $105,291 Shares 2,516,508 Est. Cost $48.04 Unrealized
CVS CVS HEALTH CORPORATION 2.6%
Value ($000) $102,645 Shares 1,072,123 Est. Cost $42.38 Unrealized +75.8%
UNH UNITEDHEALTH GROUP INC COM 2.5%
Value ($000) $101,388 Shares 718,044 Est. Cost $55.12 Unrealized +107.1%
PG PROCTER & GAMBLE 2.5%
Value ($000) $101,352 Shares 1,197,025 Est. Cost $56.35 Unrealized +12.4%
BLACKROCK INC 2.5%
Value ($000) $100,231 Shares 292,620 Est. Cost $262.86 Unrealized
WFC WELLS FARGO CO 2.5%
Value ($000) $99,179 Shares 2,095,487 Est. Cost $28.69 Unrealized +29.7%
ACN ACCENTURE LTD 2.3%
Value ($000) $93,171 Shares 822,413 Est. Cost $64.45 Unrealized +55.0%
TJX TJX COS INC NEW 2.3%
Value ($000) $91,922 Shares 1,190,240 Est. Cost $22.46 Unrealized +48.4%
DU PONT E I DE NEMOURS CO 2.3%
Value ($000) $90,404 Shares 1,395,119 Est. Cost $52.11 Unrealized
BDX BECTON DICKINSON 2.3%
Value ($000) $89,864 Shares 529,889 Est. Cost $78.66 Unrealized +75.8%
MDT MEDTRONIC PLC 2.2%
Value ($000) $88,744 Shares 1,022,746 Est. Cost $57.67 Unrealized +10.1%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $87,970 Shares 857,825 Est. Cost $96.93 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.2%
Value ($000) $87,133 Shares 1,679,188 Est. Cost $54.06 Unrealized
DIS DISNEY WALT PRODUCTIONS 2.2%
Value ($000) $85,845 Shares 877,586 Est. Cost $56.67 Unrealized +62.7%
MA MASTERCARD 2.1%
Value ($000) $81,940 Shares 930,506 Est. Cost $79.54 Unrealized +13.5%
ORCL ORACLE SYS CORP 2.1%
Value ($000) $81,669 Shares 1,995,328 Est. Cost $32.57 Unrealized +6.2%
AAPL APPLE INC 2.0%
Value ($000) $80,271 Shares 839,655 Est. Cost $18.21 Unrealized +24.2%
BUD ANHEUSER-BUSCH INBEV SA ADR 2.0%
Value ($000) $78,627 Shares 597,104 Est. Cost $109.63 Unrealized
KO COCA-COLA CO 1.9%
Value ($000) $77,003 Shares 1,698,723 Est. Cost $28.27 Unrealized +17.8%
IJH ISHARES CORE S&P MID-CAP ETF 1.8%
Value ($000) $72,229 Shares 483,493 Est. Cost $137.66 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.7%
Value ($000) $69,528 Shares 598,298 Est. Cost $110.79 Unrealized
CMCSA COMCAST CORP NEW COM CL A 1.7%
Value ($000) $66,392 Shares 1,018,434 Est. Cost $21.69 Unrealized +14.0%
SLB SCHLUMBERGER 1.6%
Value ($000) $61,837 Shares 781,951 Est. Cost $55.73 Unrealized +4.5%
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY I 1.4%
Value ($000) $56,134 Shares 1,088,076 Est. Cost $48.99 Unrealized
GWW WW GRAINGER INC 1.4%
Value ($000) $55,581 Shares 244,583 Est. Cost $202.57 Unrealized -3.1%
APD AIR PRODUCTS & CHEMICALS INC 1.3%
Value ($000) $53,087 Shares 373,748 Est. Cost $94.27 Unrealized +11.3%
BAX BAXTER INTL INC 1.2%
Value ($000) $49,507 Shares 1,094,794 Est. Cost $32.59 Unrealized +15.0%
MSFT MICROSOFT CORP 1.2%
Value ($000) $48,166 Shares 941,289 Est. Cost $29.87 Unrealized +54.0%
IGIB ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND 1.2%
Value ($000) $47,783 Shares 429,470 Est. Cost $108.40 Unrealized
JP MORGAN ALERIAN MLP INDEX 1.2%
Value ($000) $47,500 Shares 1,493,245 Est. Cost $36.02 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CL A 1.2%
Value ($000) $45,966 Shares 1,010,012 Est. Cost $34.45 Unrealized +1.1%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $45,829 Shares 820,720 Est. Cost $27.63 Unrealized +13.9%
TWENTY-FIRST CENTURY FOX, INC. 1.1%
Value ($000) $44,302 Shares 1,625,770 Est. Cost $32.91 Unrealized
GENERAL ELECTRIC 1.1%
Value ($000) $42,896 Shares 1,362,634 Est. Cost $24.44 Unrealized
PM PHILIP MORRIS INTL,INC 1.0%
Value ($000) $39,402 Shares 387,357 Est. Cost $48.06 Unrealized +27.8%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $39,364 Shares 471,882 Est. Cost $63.34 Unrealized -0.9%
MRK MERCK & CO 1.0%
Value ($000) $38,096 Shares 661,281 Est. Cost $31.37 Unrealized +25.9%
VGK VANGUARD FTSE EUROPE ETF 1.0%
Value ($000) $37,922 Shares 812,727 Est. Cost $56.12 Unrealized
COR AMERISOURCE BERGEN CORP 0.9%
Value ($000) $34,254 Shares 431,842 Est. Cost $71.42 Unrealized -16.2%
WM WASTE MGMT INC DEL 0.9%
Value ($000) $34,231 Shares 516,532 Est. Cost $32.82 Unrealized +54.3%
UPS UNITED PARCEL SVC INC CL B 0.9%
Value ($000) $34,065 Shares 316,238 Est. Cost $58.95 Unrealized +24.0%
VSS VANGUARD FTSE ALL WORLD SC ETF 0.8%
Value ($000) $33,743 Shares 362,482 Est. Cost $102.05 Unrealized
KHC THE KRAFT HEINZ COMPANY 0.8%
Value ($000) $33,586 Shares 379,592 Est. Cost $47.99 Unrealized +11.7%
PFE PFIZER INC 0.8%
Value ($000) $33,015 Shares 937,667 Est. Cost $18.41 Unrealized +14.4%
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $32,355 Shares 235,343 Est. Cost $67.48 Unrealized +39.2%
GLAXOSMITHKLINE PLC 0.8%
Value ($000) $30,340 Shares 700,041 Est. Cost $49.04 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value ($000) $29,636 Shares 282,708 Est. Cost $68.28 Unrealized -2.2%
MO ALTRIA GROUP INC COM 0.7%
Value ($000) $28,913 Shares 419,266 Est. Cost $17.42 Unrealized +90.6%
ETN EATON CORP, PLC 0.7%
Value ($000) $27,384 Shares 458,464 Est. Cost $47.12 Unrealized +5.6%
GPC GENUINE PARTS CO 0.7%
Value ($000) $26,947 Shares 266,139 Est. Cost $56.60 Unrealized +29.6%
TGT TARGET CORP 0.6%
Value ($000) $25,030 Shares 358,492 Est. Cost $44.85 Unrealized +25.1%
AEP AMERICAN ELECTRIC POWER 0.6%
Value ($000) $24,275 Shares 346,337 Est. Cost $43.88 Unrealized +6.3%
INTC INTEL CORP 0.6%
Value ($000) $24,261 Shares 739,667 Est. Cost $18.36 Unrealized +36.8%
ADP AUTOMATIC DATA PROCESSING 0.6%
Value ($000) $24,184 Shares 263,243 Est. Cost $49.41 Unrealized +45.3%
MCD MCDONALDS CORP 0.6%
Value ($000) $23,200 Shares 192,791 Est. Cost $71.77 Unrealized +38.1%
VPL VANGUARD FTSE PACIFIC ETF 0.6%
Value ($000) $22,328 Shares 400,644 Est. Cost $56.38 Unrealized
IGSB ISHARES BARCLAYS 1-3 YEAR CREDIT BOND FUND 0.5%
Value ($000) $21,612 Shares 203,718 Est. Cost $105.46 Unrealized
MBB ISHARES BARCLAYS MBS BOND FUND 0.5%
Value ($000) $18,883 Shares 171,710 Est. Cost $105.74 Unrealized
POWERSHARES BUILD AMERICA BONDS 0.4%
Value ($000) $14,616 Shares 464,152 Est. Cost $27.94 Unrealized
GVI ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BO 0.3%
Value ($000) $10,380 Shares 91,572 Est. Cost $110.07 Unrealized
VEA VANGUARD FTSE EUROPE PACIFIC ETF 0.2%
Value ($000) $9,191 Shares 259,915 Est. Cost $40.56 Unrealized
PRAXAIR INC 0.2%
Value ($000) $8,924 Shares 79,399 Est. Cost $112.13 Unrealized
SPY SPDR TR UNIT SER 1 0.2%
Value ($000) $8,785 Shares 41,936 Est. Cost $197.12 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $7,843 Shares 44,784 Est. Cost $64.62 Unrealized +58.6%
T AT&T INC 0.2%
Value ($000) $7,510 Shares 173,808 Est. Cost $11.63 Unrealized +29.9%
ALERIAN MLP ETF 0.2%
Value ($000) $6,228 Shares 489,625 Est. Cost $12.37 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $6,144 Shares 48,119 Est. Cost $64.08 Unrealized +63.8%
AMGN AMGEN INC 0.1%
Value ($000) $5,845 Shares 38,418 Est. Cost $89.26 Unrealized +30.7%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $5,581 Shares 75,884 Est. Cost $31.88 Unrealized +58.4%
ABBV ABBVIE INC. 0.1%
Value ($000) $5,556 Shares 89,744 Est. Cost $30.67 Unrealized +33.6%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $5,223 Shares 59,865 Est. Cost $68.44 Unrealized -0.3%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $4,780 Shares 53,904 Est. Cost $69.14 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $4,341 Shares 59,309 Est. Cost $44.78 Unrealized +27.1%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $4,256 Shares 28,039 Est. Cost $114.93 Unrealized -17.2%
VTI VANGUARD TOTAL STOCK MARKET 0.1%
Value ($000) $4,086 Shares 38,126 Est. Cost $103.17 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $3,727 Shares 105,784 Est. Cost $38.41 Unrealized
RYDEX S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $3,524 Shares 43,861 Est. Cost $66.34 Unrealized
VIG VANGUARD DIVIDEND 0.1%
Value ($000) $3,477 Shares 41,765 Est. Cost $75.86 Unrealized
ACWX ISHARES TRUST ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $3,207 Shares 82,323 Est. Cost $40.03 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $3,131 Shares 79,655 Est. Cost $30.53 Unrealized +9.2%
HDV ISHARES HIGH DIVIDEND EQUITY 0.1%
Value ($000) $3,080 Shares 37,495 Est. Cost $74.63 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $2,821 Shares 13 Est. Cost $195518.11 Unrealized +9.7%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $2,710 Shares 49,070 Est. Cost $64.36 Unrealized
UNILEVER N V WI 0.1%
Value ($000) $2,426 Shares 51,678 Est. Cost $39.42 Unrealized
NVS NOVARTIS AG - ADR 0.1%
Value ($000) $2,342 Shares 28,382 Est. Cost $72.73 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.1%
Value ($000) $2,333 Shares 23,245 Est. Cost $85.96 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,330 Shares 17,866 Est. Cost $15.34 Unrealized +53.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,262 Shares 11,768 Est. Cost $178.57 Unrealized
DVY ISHARES DJ SELECT DIVIDEND INDEX FUND 0.1%
Value ($000) $2,147 Shares 25,173 Est. Cost $74.62 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $2,104 Shares 17,793 Est. Cost $75.82 Unrealized +16.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,094 Shares 73,004 Est. Cost $16.89 Unrealized +23.5%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $2,083 Shares 39,944 Est. Cost $40.19 Unrealized +3.4%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $2,077 Shares 25,824 Est. Cost $38.51 Unrealized +38.1%
WMT WAL-MART STORES 0.1%
Value ($000) $2,047 Shares 28,036 Est. Cost $20.29 Unrealized -3.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1,924 Shares 6,552 Est. Cost $53.58 Unrealized +66.4%
DHR DANAHER CORP 0.0%
Value ($000) $1,897 Shares 18,782 Est. Cost $34.03 Unrealized +17.8%
HON HONEYWELL INTERNATIONAL, INC. 0.0%
Value ($000) $1,839 Shares 15,810 Est. Cost $55.37 Unrealized +52.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1,810 Shares 29,792 Est. Cost $68.93 Unrealized -19.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,751 Shares 24,554 Est. Cost $32.23 Unrealized +41.0%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $1,668 Shares 21,950 Est. Cost $55.31 Unrealized
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $1,661 Shares 34,677 Est. Cost $41.33 Unrealized
IJS ISHARES S&P SMALL CAP 600 VALUE INDEX FUND 0.0%
Value ($000) $1,644 Shares 14,068 Est. Cost $113.18 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,643 Shares 37,689 Est. Cost $40.45 Unrealized -18.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,596 Shares 6,432 Est. Cost $108.71 Unrealized +67.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,488 Shares 14,285 Est. Cost $64.75 Unrealized +28.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.0%
Value ($000) $1,420 Shares 9,805 Est. Cost $117.66 Unrealized +21.5%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $1,419 Shares 48,510 Est. Cost $47.81 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $1,385 Shares 11,555 Est. Cost $82.54 Unrealized +21.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1,355 Shares 17,933 Est. Cost $58.43 Unrealized -2.9%
HEDJ WISDOM TREE EUROPE HEDGED 0.0%
Value ($000) $1,330 Shares 26,318 Est. Cost $63.86 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,327 Shares 10,491 Est. Cost $118.89 Unrealized
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $1,209 Shares 14,859 Est. Cost $58.00 Unrealized +8.5%
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $1,206 Shares 15,474 Est. Cost $37.35 Unrealized +27.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1,177 Shares 13,829 Est. Cost $58.80 Unrealized +18.6%
DEO DIAGEO PLC - SPONSORED ADR 0.0%
Value ($000) $1,169 Shares 10,354 Est. Cost $113.42 Unrealized
NSRGY NESTLE S A SPON ADR REG 0.0%
Value ($000) $1,165 Shares 15,100 Est. Cost $76.44 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,149 Shares 14,515 Est. Cost $34.95 Unrealized +85.4%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1,108 Shares 12,917 Est. Cost $45.71 Unrealized +17.7%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $1,094 Shares 10,601 Est. Cost $94.54 Unrealized
SNY SANOFI-AVENTIS ADR 0.0%
Value ($000) $1,094 Shares 26,145 Est. Cost $50.89 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $1,075 Shares 27,715 Est. Cost $49.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,068 Shares 7,230 Est. Cost $125.71 Unrealized +14.2%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $1,063 Shares 24,501 Est. Cost $19.60 Unrealized +88.8%
ITC HOLDINGS CORPORATION 0.0%
Value ($000) $989 Shares 21,125 Est. Cost $33.51 Unrealized
NEAR ISHARES SHORT MATURITY BOND 0.0%
Value ($000) $962 Shares 19,174 Est. Cost $50.02 Unrealized
CR BARD INC 0.0%
Value ($000) $946 Shares 4,022 Est. Cost $180.64 Unrealized
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $937 Shares 23,500 Est. Cost $39.34 Unrealized
USB U S BANCORP 0.0%
Value ($000) $933 Shares 23,142 Est. Cost $25.75 Unrealized +13.3%
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.0%
Value ($000) $926 Shares 8,225 Est. Cost $107.69 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $912 Shares 17,971 Est. Cost $29.40 Unrealized +28.2%
EGSHARES EM CONSUMER ETF 0.0%
Value ($000) $900 Shares 38,760 Est. Cost $26.12 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $889 Shares 8,597 Est. Cost $101.24 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $882 Shares 10,411 Est. Cost $92.15 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $855 Shares 6,544 Est. Cost $96.06 Unrealized +7.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $841 Shares 11,767 Est. Cost $62.29 Unrealized
LQD ISHARES IBOXX $ INVESTOP INVESTMENT GRADE BOND FUN 0.0%
Value ($000) $834 Shares 6,799 Est. Cost $114.77 Unrealized
BA BOEING CO 0.0%
Value ($000) $827 Shares 6,368 Est. Cost $109.11 Unrealized +8.6%
XLF SPDR FINANCIAL SELECT 0.0%
Value ($000) $802 Shares 35,075 Est. Cost $24.33 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $799 Shares 6,708 Est. Cost $65.50 Unrealized +39.7%
GOOG ALPHABET INC CL C 0.0%
Value ($000) $786 Shares 1,135 Est. Cost $35.61 Unrealized +0.1%
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $779 Shares 7,575 Est. Cost $37.38 Unrealized +13.9%
AFL AFLAC 0.0%
Value ($000) $774 Shares 10,722 Est. Cost $23.69 Unrealized +15.1%
NVO NOVO-NORDISK A/S SPONS ADR 0.0%
Value ($000) $762 Shares 14,170 Est. Cost $67.98 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $761 Shares 7,076 Est. Cost $95.67 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $756 Shares 11,357 Est. Cost $34.34 Unrealized +34.3%
PPL PPL CORP COM 0.0%
Value ($000) $739 Shares 19,578 Est. Cost $18.29 Unrealized +35.5%
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.0%
Value ($000) $664 Shares 5,693 Est. Cost $110.35 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $645 Shares 12,300 Est. Cost $38.22 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $640 Shares 11,600 Est. Cost $42.04 Unrealized +19.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $631 Shares 11,778 Est. Cost $45.29 Unrealized -11.1%
HNFSA HANOVER FOODS CORP - CL A 0.0%
Value ($000) $624 Shares 7,333 Est. Cost $125.21 Unrealized -31.6%
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $620 Shares 11,108 Est. Cost $62.03 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $616 Shares 1,205 Est. Cost $387.34 Unrealized +10.3%
TDG TRANSDIGM GROUP, INC. 0.0%
Value ($000) $606 Shares 2,300 Est. Cost $76.29 Unrealized +100.0%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $604 Shares 44,764 Est. Cost $7.19 Unrealized +31.7%
TBBK BANCORP INC DEL COM 0.0%
Value ($000) $602 Shares 100,000 Est. Cost $13.53 Unrealized -55.5%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $588 Shares 11,500 Est. Cost $33.36 Unrealized +47.6%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $561 Shares 2,664 Est. Cost $203.52 Unrealized
SAP SAP AKLENGESELLSCHAFT 0.0%
Value ($000) $539 Shares 7,190 Est. Cost $64.82 Unrealized
MSM MSC INDUSTRIAL DIRECT CO - A 0.0%
Value ($000) $524 Shares 7,430 Est. Cost $67.98 Unrealized +9.2%
CLX CLOROX CO 0.0%
Value ($000) $517 Shares 3,737 Est. Cost $65.15 Unrealized +51.5%
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $513 Shares 11,008 Est. Cost $25.74 Unrealized +26.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $488 Shares 2,196 Est. Cost $156.56 Unrealized +15.1%
CC CHEMOURS COMPANY 0.0%
Value ($000) $484 Shares 58,777 Est. Cost $7.40 Unrealized -12.4%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $483 Shares 3,750 Est. Cost $124.11 Unrealized
RAYTHEON CO NEW COM 0.0%
Value ($000) $479 Shares 3,527 Est. Cost $96.57 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $457 Shares 4,388 Est. Cost $79.42 Unrealized +15.3%
IWM ISHARES RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $452 Shares 3,929 Est. Cost $112.18 Unrealized
WALGREENS BOOTS ALLIANCE, INC 0.0%
Value ($000) $449 Shares 5,389 Est. Cost $84.79 Unrealized
IDV ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN 0.0%
Value ($000) $448 Shares 15,636 Est. Cost $37.09 Unrealized
DWM WISDOMTREE DEFA FUND 0.0%
Value ($000) $435 Shares 9,720 Est. Cost $45.98 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $429 Shares 7,996 Est. Cost $27.72 Unrealized +21.3%
IWR ISHARES RUSSELL MID CAP INDEX FUND 0.0%
Value ($000) $425 Shares 2,525 Est. Cost $164.24 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $418 Shares 6,668 Est. Cost $41.58 Unrealized +9.8%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $410 Shares 22,425 Est. Cost $6.37 Unrealized +21.9%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $402 Shares 9,358 Est. Cost $43.67 Unrealized -0.3%
PSX PHILLIPS 66 0.0%
Value ($000) $394 Shares 4,969 Est. Cost $58.88 Unrealized -3.7%
GOOGL ALPHABET INC - CL A 0.0%
Value ($000) $388 Shares 551 Est. Cost $36.72 Unrealized -0.8%
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $385 Shares 3,303 Est. Cost $110.48 Unrealized
HPQ HP INC. 0.0%
Value ($000) $379 Shares 30,175 Est. Cost $7.71 Unrealized +17.6%
SRG SERITAGE GROWTH PROPERTIES 0.0%
Value ($000) $378 Shares 7,580 Est. Cost $46.75 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $363 Shares 2,309 Est. Cost $89.44 Unrealized +43.1%
L BRANDS INC 0.0%
Value ($000) $349 Shares 5,200 Est. Cost $67.12 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $344 Shares 4,042 Est. Cost $77.15 Unrealized
LLY LILLY, ELI & COMPANY 0.0%
Value ($000) $341 Shares 4,325 Est. Cost $42.18 Unrealized +51.9%
DOV DOVER CORP 0.0%
Value ($000) $338 Shares 4,872 Est. Cost $41.50 Unrealized +10.5%
ES EVERSOURCE EN 0.0%
Value ($000) $332 Shares 5,548 Est. Cost $40.60 Unrealized 0.0%
VFC V F CORPORATION 0.0%
Value ($000) $322 Shares 5,235 Est. Cost $62.42 Unrealized -5.3%
BP BP PLC 0.0%
Value ($000) $312 Shares 8,786 Est. Cost $39.84 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $305 Shares 4,811 Est. Cost $31.26 Unrealized +59.4%
SUB ISHARES S&P SHORT TERM NATIONAL AMT-FREE MUNICIPAL 0.0%
Value ($000) $301 Shares 2,827 Est. Cost $106.09 Unrealized
KAYNE ANDERSON MLP 0.0%
Value ($000) $301 Shares 14,808 Est. Cost $38.91 Unrealized
TFX TELEFLEX INC 0.0%
Value ($000) $301 Shares 1,699 Est. Cost $153.90 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $297 Shares 4,077 Est. Cost $48.98 Unrealized -11.3%
AQUA AMERICA INC 0.0%
Value ($000) $295 Shares 8,260 Est. Cost $32.12 Unrealized
FAST FASTENAL COMPANY 0.0%
Value ($000) $293 Shares 6,605 Est. Cost $8.53 Unrealized +4.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $276 Shares 6,625 Est. Cost $41.34 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $275 Shares 3,300 Est. Cost $62.18 Unrealized -4.6%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $268 Shares 7,052 Est. Cost $31.70 Unrealized -14.2%
MUB ISHARES NATIONAL AMT-FREE MUNICIPAL BOND FUND 0.0%
Value ($000) $268 Shares 2,352 Est. Cost $110.85 Unrealized
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $264 Shares 2,190 Est. Cost $92.02 Unrealized +13.7%
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $264 Shares 2,649 Est. Cost $32.53 Unrealized 0.0%
ENBRIDGE ENERGY PARTNERS L PCOM 0.0%
Value ($000) $258 Shares 11,100 Est. Cost $30.45 Unrealized
EMHY ISHARES EMERGING MKTS HI YIELD BD FD 0.0%
Value ($000) $255 Shares 5,173 Est. Cost $47.70 Unrealized
IGLB ISHARES 0.0%
Value ($000) $251 Shares 4,000 Est. Cost $62.75 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $251 Shares 2,215 Est. Cost $74.40 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $250 Shares 5,907 Est. Cost $30.10 Unrealized -12.7%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $249 Shares 1,818 Est. Cost $135.41 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $248 Shares 2,314 Est. Cost $108.33 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $243 Shares 3,000 Est. Cost $67.77 Unrealized +3.2%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $236 Shares 6,200 Est. Cost $51.20 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $231 Shares 2,019 Est. Cost $105.09 Unrealized +8.9%
OMC OMNICOM GROUP 0.0%
Value ($000) $231 Shares 2,830 Est. Cost $49.25 Unrealized +21.1%
GHC GRAHAM HOLDINGS COMPANY 0.0%
Value ($000) $228 Shares 465 Est. Cost $491.36 Unrealized -9.9%
BUCKEYE PARTNERS L P 0.0%
Value ($000) $227 Shares 3,224 Est. Cost $69.42 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $224 Shares 4,950 Est. Cost $42.14 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $224 Shares 2,950 Est. Cost $58.52 Unrealized +2.2%
IUSV ISHARES CORE US VALUE ETF 0.0%
Value ($000) $220 Shares 1,635 Est. Cost $128.49 Unrealized
GLW CORNING INC 0.0%
Value ($000) $211 Shares 10,299 Est. Cost $15.38 Unrealized +0.8%
AZZ AZZ INCORPORATED 0.0%
Value ($000) $210 Shares 3,500 Est. Cost $48.55 Unrealized +3.1%
CMI CUMMINS INC 0.0%
Value ($000) $206 Shares 1,836 Est. Cost $74.19 Unrealized +18.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $201 Shares 2,426 Est. Cost $49.47 Unrealized 0.0%
CAPSTEAD MORTGAGE CORP 0.0%
Value ($000) $156 Shares 16,109 Est. Cost $11.78 Unrealized
ALCOA INC 0.0%
Value ($000) $150 Shares 16,192 Est. Cost $9.26 Unrealized
ALPINE GROUP, INC. 0.0%
Value ($000) $144 Shares 777,928 Est. Cost $1.01 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $142 Shares 10,260 Est. Cost $22.39 Unrealized -45.5%
ENCANA CORP COM 0.0%
Value ($000) $80 Shares 10,260 Est. Cost $17.16 Unrealized