Haverford Trust Co Diversified Active

CIK: 0000842941 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $5,061,382 (100.0% shares, 0.0% debt)

Holdings (291)

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 4.9%
Value ($000) $245,559 Shares 4,676,430 Est. Cost $50.09 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.5%
Value ($000) $226,204 Shares 3,569,569 Est. Cost $59.94 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $164,937 Shares 891,022 Est. Cost $19.63 Unrealized +117.8%
MSFT MICROSOFT CORP 3.1%
Value ($000) $155,727 Shares 1,579,218 Est. Cost $46.61 Unrealized +92.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 3.0%
Value ($000) $153,584 Shares 1,840,210 Est. Cost $84.86 Unrealized
DOWDUPONT INC 2.8%
Value ($000) $141,867 Shares 2,152,104 Est. Cost $68.69 Unrealized
JPM J.P. MORGAN CHASE & CO 2.8%
Value ($000) $141,463 Shares 1,357,613 Est. Cost $37.92 Unrealized +134.8%
BLACKROCK INC 2.7%
Value ($000) $137,513 Shares 275,554 Est. Cost $264.44 Unrealized
UNH UNITEDHEALTH GROUP INC COM 2.6%
Value ($000) $133,409 Shares 543,771 Est. Cost $55.12 Unrealized +284.8%
MA MASTERCARD 2.6%
Value ($000) $133,220 Shares 677,898 Est. Cost $81.89 Unrealized +120.2%
ACN ACCENTURE LTD 2.6%
Value ($000) $129,395 Shares 790,969 Est. Cost $64.98 Unrealized +114.4%
PEP PEPSICO INC 2.5%
Value ($000) $127,016 Shares 1,166,672 Est. Cost $60.57 Unrealized +34.9%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $125,649 Shares 1,035,508 Est. Cost $60.38 Unrealized +66.8%
TJX TJX COS INC NEW 2.3%
Value ($000) $118,580 Shares 1,245,850 Est. Cost $22.71 Unrealized +74.2%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $110,036 Shares 880,075 Est. Cost $96.93 Unrealized
CMCSA COMCAST CORP NEW COM CL A 2.0%
Value ($000) $100,796 Shares 3,072,105 Est. Cost $26.91 Unrealized -0.2%
DIS DISNEY WALT PRODUCTIONS 1.9%
Value ($000) $94,305 Shares 899,768 Est. Cost $58.58 Unrealized +65.9%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $93,847 Shares 1,134,374 Est. Cost $53.05 Unrealized +5.8%
MDT MEDTRONIC PLC 1.8%
Value ($000) $92,192 Shares 1,076,883 Est. Cost $58.02 Unrealized +18.1%
APD AIR PRODUCTS & CHEMICALS INC 1.7%
Value ($000) $87,021 Shares 558,796 Est. Cost $104.33 Unrealized +29.9%
CVS CVS HEALTH CORPORATION 1.7%
Value ($000) $85,657 Shares 1,331,109 Est. Cost $44.97 Unrealized +14.9%
IJH ISHARES CORE S&P MID-CAP ETF 1.7%
Value ($000) $85,468 Shares 438,790 Est. Cost $142.16 Unrealized
USB U S BANCORP 1.6%
Value ($000) $83,228 Shares 1,663,899 Est. Cost $39.18 Unrealized -4.9%
BUD ANHEUSER-BUSCH INBEV SA ADR 1.6%
Value ($000) $82,901 Shares 822,759 Est. Cost $109.84 Unrealized
BDX BECTON DICKINSON 1.6%
Value ($000) $81,573 Shares 340,512 Est. Cost $78.66 Unrealized +152.3%
BAX BAXTER INTL INC 1.6%
Value ($000) $80,021 Shares 1,083,708 Est. Cost $32.75 Unrealized +87.9%
KO COCA-COLA CO 1.4%
Value ($000) $72,949 Shares 1,663,213 Est. Cost $28.51 Unrealized +19.3%
VPL VANGUARD FTSE PACIFIC ETF 1.4%
Value ($000) $71,733 Shares 1,025,052 Est. Cost $62.86 Unrealized
LOW LOWES COS INC 1.4%
Value ($000) $69,828 Shares 730,653 Est. Cost $77.73 Unrealized +1.2%
ORCL ORACLE SYS CORP 1.3%
Value ($000) $65,306 Shares 1,482,198 Est. Cost $32.78 Unrealized +25.6%
VGK VANGUARD FTSE EUROPE ETF 1.2%
Value ($000) $62,165 Shares 1,107,517 Est. Cost $55.97 Unrealized
SLB SCHLUMBERGER 1.2%
Value ($000) $59,762 Shares 891,567 Est. Cost $55.68 Unrealized -1.1%
HON HONEYWELL INTERNATIONAL, INC. 1.0%
Value ($000) $53,102 Shares 368,633 Est. Cost $110.94 Unrealized +2.4%
FDX FEDEX CORP 1.0%
Value ($000) $49,213 Shares 216,739 Est. Cost $219.92 Unrealized -1.6%
CSCO CISCO SYS INC 1.0%
Value ($000) $49,069 Shares 1,140,343 Est. Cost $27.07 Unrealized +28.3%
EMR EMERSON ELECTRIC CO 1.0%
Value ($000) $48,894 Shares 707,175 Est. Cost $57.63 Unrealized +1.8%
SBUX STARBUCKS CORP 0.9%
Value ($000) $47,028 Shares 962,712 Est. Cost $46.97 Unrealized +2.3%
VSS VANGUARD FTSE ALL WORLD SC ETF 0.9%
Value ($000) $46,799 Shares 405,498 Est. Cost $103.31 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $39,838 Shares 296,988 Est. Cost $53.34 Unrealized +102.0%
IGSB ISHARES BARCLAYS 1-3 YEAR CREDIT BOND FUND 0.8%
Value ($000) $39,165 Shares 377,672 Est. Cost $104.99 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.7%
Value ($000) $37,810 Shares 355,929 Est. Cost $61.95 Unrealized +35.2%
CVX CHEVRON CORPORATION 0.7%
Value ($000) $37,723 Shares 298,374 Est. Cost $68.72 Unrealized +29.7%
GLAXOSMITHKLINE PLC 0.7%
Value ($000) $36,994 Shares 917,735 Est. Cost $46.23 Unrealized
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $36,614 Shares 347,577 Est. Cost $73.09 Unrealized +8.6%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $36,565 Shares 726,802 Est. Cost $27.90 Unrealized +15.4%
IGIB ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND 0.7%
Value ($000) $35,428 Shares 333,472 Est. Cost $108.62 Unrealized
PM PHILIP MORRIS INTL,INC 0.7%
Value ($000) $33,279 Shares 412,173 Est. Cost $49.68 Unrealized +13.9%
MRK MERCK & CO 0.6%
Value ($000) $32,000 Shares 527,187 Est. Cost $32.28 Unrealized +37.9%
ETN EATON CORP, PLC 0.6%
Value ($000) $31,709 Shares 424,260 Est. Cost $47.35 Unrealized +41.6%
GPC GENUINE PARTS CO 0.6%
Value ($000) $31,080 Shares 338,595 Est. Cost $59.68 Unrealized +22.5%
FLOT ISHARES FLOATING RATE BOND E 0.6%
Value ($000) $30,772 Shares 603,377 Est. Cost $50.99 Unrealized
ROYAL DUTCH SHELL PLC - ADR 0.6%
Value ($000) $30,342 Shares 417,644 Est. Cost $65.62 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $27,167 Shares 173,378 Est. Cost $71.77 Unrealized +88.8%
GAP GAP INC 0.5%
Value ($000) $25,682 Shares 792,897 Est. Cost $22.45 Unrealized +4.6%
TPR TAPESTRY INC 0.5%
Value ($000) $24,705 Shares 528,896 Est. Cost $33.04 Unrealized +18.1%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $24,467 Shares 430,834 Est. Cost $18.52 Unrealized +73.9%
KHC THE KRAFT HEINZ COMPANY 0.5%
Value ($000) $23,332 Shares 371,414 Est. Cost $49.29 Unrealized -16.6%
SPY SPDR TR UNIT SER 1 0.5%
Value ($000) $23,167 Shares 85,399 Est. Cost $225.89 Unrealized
BB&T CORP 0.4%
Value ($000) $22,282 Shares 441,754 Est. Cost $51.91 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.4%
Value ($000) $21,057 Shares 629,496 Est. Cost $31.64 Unrealized -7.5%
PG PROCTER & GAMBLE 0.4%
Value ($000) $19,971 Shares 255,846 Est. Cost $56.58 Unrealized +9.2%
MBB ISHARES BARCLAYS MBS BOND FUND 0.4%
Value ($000) $18,516 Shares 177,735 Est. Cost $106.05 Unrealized
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $18,499 Shares 128,317 Est. Cost $114.74 Unrealized -0.8%
PFE PFIZER INC 0.4%
Value ($000) $17,743 Shares 489,046 Est. Cost $18.83 Unrealized +29.1%
BAB INVESCO EXCHNGE TRADED FD TR 0.3%
Value ($000) $13,407 Shares 452,867 Est. Cost $29.60 Unrealized
WFC WELLS FARGO CO 0.3%
Value ($000) $12,856 Shares 231,884 Est. Cost $29.52 Unrealized +46.8%
AMGN AMGEN INC 0.2%
Value ($000) $12,454 Shares 67,470 Est. Cost $101.93 Unrealized +37.6%
VTI VANGUARD TOTAL STOCK MARKET 0.2%
Value ($000) $12,316 Shares 87,703 Est. Cost $119.21 Unrealized
IEF ISHARES BARCLAYS 7-10 YEAR TREASURY BOND FUND 0.2%
Value ($000) $11,709 Shares 114,222 Est. Cost $104.82 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $10,825 Shares 55,486 Est. Cost $73.60 Unrealized +110.6%
AEP AMERICAN ELECTRIC POWER 0.2%
Value ($000) $10,371 Shares 149,760 Est. Cost $45.44 Unrealized +13.3%
VEA VANGUARD FTSE EUROPE PACIFIC ETF 0.2%
Value ($000) $9,685 Shares 225,754 Est. Cost $40.17 Unrealized
AETNA U S HEALTHCARE INC COM 0.2%
Value ($000) $9,124 Shares 49,722 Est. Cost $178.42 Unrealized
ACWX ISHARES TRUST ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $8,879 Shares 187,918 Est. Cost $40.21 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $8,628 Shares 43,861 Est. Cost $68.32 Unrealized +90.5%
ABBV ABBVIE INC. 0.2%
Value ($000) $8,308 Shares 89,673 Est. Cost $31.50 Unrealized +123.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $7,756 Shares 54,745 Est. Cost $71.47 Unrealized +64.7%
VIG VANGUARD DIVIDEND 0.1%
Value ($000) $6,968 Shares 68,574 Est. Cost $84.25 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $6,438 Shares 63,182 Est. Cost $101.90 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $6,291 Shares 126,555 Est. Cost $19.48 Unrealized +131.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $5,923 Shares 21 Est. Cost $222132.89 Unrealized +31.9%
T AT&T INC 0.1%
Value ($000) $5,762 Shares 179,434 Est. Cost $11.95 Unrealized +21.6%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $5,626 Shares 133,320 Est. Cost $39.95 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $5,206 Shares 85,359 Est. Cost $31.86 Unrealized +66.8%
HDV ISHARES HIGH DIVIDEND EQUITY 0.1%
Value ($000) $4,935 Shares 58,066 Est. Cost $78.45 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $4,756 Shares 2,798 Est. Cost $71.13 Unrealized +11.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $4,513 Shares 81,544 Est. Cost $33.86 Unrealized +20.0%
DVY ISHARES DJ SELECT DIVIDEND INDEX FUND 0.1%
Value ($000) $4,222 Shares 43,194 Est. Cost $82.97 Unrealized
IJS ISHARES S&P SMALL CAP 600 VALUE INDEX FUND 0.1%
Value ($000) $3,991 Shares 24,447 Est. Cost $128.86 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $3,629 Shares 44,555 Est. Cost $70.42 Unrealized
MDY MIDCAP SPDR TRUST SERIES 1 0.1%
Value ($000) $3,545 Shares 9,985 Est. Cost $312.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $3,528 Shares 25,257 Est. Cost $113.76 Unrealized -12.1%
BP BP PLC 0.1%
Value ($000) $3,489 Shares 76,420 Est. Cost $37.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $3,471 Shares 18,596 Est. Cost $151.48 Unrealized +28.7%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $3,460 Shares 53,389 Est. Cost $45.83 Unrealized +19.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $3,426 Shares 24,729 Est. Cost $85.46 Unrealized +43.5%
GLATFELTER P H CO 0.1%
Value ($000) $3,398 Shares 173,445 Est. Cost $21.07 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.1%
Value ($000) $3,198 Shares 22,237 Est. Cost $101.15 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $3,156 Shares 45,586 Est. Cost $64.28 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $3,100 Shares 44,521 Est. Cost $39.04 Unrealized +32.7%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,837 Shares 11,370 Est. Cost $178.78 Unrealized
CC CHEMOURS COMPANY 0.1%
Value ($000) $2,743 Shares 61,824 Est. Cost $8.85 Unrealized +314.3%
DXJ WISDOMTREE TR 0.1%
Value ($000) $2,666 Shares 49,381 Est. Cost $53.99 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,634 Shares 15,767 Est. Cost $16.61 Unrealized +101.1%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $2,612 Shares 94,383 Est. Cost $36.19 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY I 0.0%
Value ($000) $2,521 Shares 43,585 Est. Cost $49.07 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $2,477 Shares 12,748 Est. Cost $165.63 Unrealized +8.3%
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $2,370 Shares 17,542 Est. Cost $69.17 Unrealized +61.3%
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $2,365 Shares 177,540 Est. Cost $13.59 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $2,358 Shares 2,114 Est. Cost $39.74 Unrealized +35.0%
CIGNA CORP 0.0%
Value ($000) $2,331 Shares 13,717 Est. Cost $131.98 Unrealized
BA BOEING CO 0.0%
Value ($000) $2,328 Shares 6,939 Est. Cost $133.30 Unrealized +147.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,326 Shares 23,738 Est. Cost $69.67 Unrealized +27.2%
UNILEVER N V WI 0.0%
Value ($000) $2,285 Shares 41,014 Est. Cost $39.64 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2,145 Shares 27,506 Est. Cost $40.11 Unrealized +44.6%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $2,105 Shares 13,950 Est. Cost $64.83 Unrealized +93.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $2,095 Shares 5,139 Est. Cost $55.09 Unrealized +119.5%
MTB M & T BK CORP 0.0%
Value ($000) $2,088 Shares 12,274 Est. Cost $79.10 Unrealized +78.9%
XLF SPDR FINANCIAL SELECT 0.0%
Value ($000) $2,065 Shares 77,675 Est. Cost $26.75 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2,064 Shares 6,985 Est. Cost $134.19 Unrealized +95.6%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $2,030 Shares 26,879 Est. Cost $73.46 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $2,015 Shares 30,089 Est. Cost $64.39 Unrealized
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $2,006 Shares 36,297 Est. Cost $42.21 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $1,988 Shares 15,649 Est. Cost $115.18 Unrealized +1.1%
GLPI GAMING AND LEIS 0.0%
Value ($000) $1,927 Shares 53,827 Est. Cost $33.46 Unrealized
TWENTY-FIRST CENTURY FOX, INC. 0.0%
Value ($000) $1,914 Shares 38,857 Est. Cost $32.78 Unrealized
NSRGY NESTLE S A SPON ADR REG 0.0%
Value ($000) $1,811 Shares 23,384 Est. Cost $79.32 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,769 Shares 5,750 Est. Cost $206.40 Unrealized +41.2%
TGT TARGET CORP 0.0%
Value ($000) $1,663 Shares 21,850 Est. Cost $45.99 Unrealized +29.7%
WMT WAL-MART STORES 0.0%
Value ($000) $1,627 Shares 18,991 Est. Cost $20.31 Unrealized +24.3%
DHR DANAHER CORP 0.0%
Value ($000) $1,602 Shares 16,233 Est. Cost $39.44 Unrealized +118.0%
NKE NIKE INC CL B 0.0%
Value ($000) $1,592 Shares 19,984 Est. Cost $45.87 Unrealized +39.2%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $1,567 Shares 22,687 Est. Cost $58.36 Unrealized
DEO DIAGEO PLC - SPONSORED ADR 0.0%
Value ($000) $1,545 Shares 10,730 Est. Cost $114.09 Unrealized
CELGENE CORP 0.0%
Value ($000) $1,529 Shares 19,257 Est. Cost $79.40 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $1,486 Shares 20,894 Est. Cost $65.48 Unrealized
SYF SYNCHRONY FINAN 0.0%
Value ($000) $1,389 Shares 41,620 Est. Cost $28.54 Unrealized -0.6%
PSX PHILLIPS 66 0.0%
Value ($000) $1,379 Shares 12,282 Est. Cost $60.66 Unrealized +37.1%
GOOGL ALPHABET INC - CL A 0.0%
Value ($000) $1,375 Shares 1,218 Est. Cost $42.71 Unrealized +26.4%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $1,371 Shares 11,292 Est. Cost $103.77 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $1,351 Shares 8,003 Est. Cost $84.25 Unrealized +83.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $1,342 Shares 23,913 Est. Cost $46.20 Unrealized -0.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,269 Shares 15,605 Est. Cost $32.82 Unrealized +121.4%
GENERAL ELECTRIC 0.0%
Value ($000) $1,257 Shares 92,356 Est. Cost $24.65 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1,222 Shares 14,602 Est. Cost $58.31 Unrealized +13.8%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,187 Shares 10,000 Est. Cost $118.75 Unrealized
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $1,148 Shares 16,831 Est. Cost $41.07 Unrealized +12.9%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $1,124 Shares 5,502 Est. Cost $166.42 Unrealized
GVI ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BO 0.0%
Value ($000) $1,112 Shares 10,321 Est. Cost $110.28 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $1,097 Shares 10,569 Est. Cost $92.34 Unrealized
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $1,033 Shares 24,501 Est. Cost $19.60 Unrealized +111.5%
BAC BANK OF AMERICA 0.0%
Value ($000) $1,033 Shares 36,633 Est. Cost $25.16 Unrealized -1.2%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $1,022 Shares 53,688 Est. Cost $18.81 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $1,015 Shares 12,217 Est. Cost $69.59 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $993 Shares 6,631 Est. Cost $128.74 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $990 Shares 14,496 Est. Cost $30.10 Unrealized +73.6%
IDV ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN 0.0%
Value ($000) $982 Shares 30,633 Est. Cost $34.70 Unrealized
AFL AFLAC 0.0%
Value ($000) $975 Shares 22,654 Est. Cost $31.02 Unrealized +21.1%
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.0%
Value ($000) $975 Shares 5,993 Est. Cost $111.61 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $959 Shares 12,132 Est. Cost $47.36 Unrealized +19.1%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $941 Shares 8,538 Est. Cost $58.46 Unrealized +49.3%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $929 Shares 16,057 Est. Cost $48.05 Unrealized +19.1%
RAYTHEON CO NEW COM 0.0%
Value ($000) $917 Shares 4,745 Est. Cost $120.83 Unrealized
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $914 Shares 17,198 Est. Cost $41.01 Unrealized +7.5%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $914 Shares 4,376 Est. Cost $121.15 Unrealized +46.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $901 Shares 4,350 Est. Cost $133.70 Unrealized +55.6%
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $897 Shares 23,777 Est. Cost $39.10 Unrealized
SAP SAP SE SPONSORED ADR 0.0%
Value ($000) $890 Shares 7,695 Est. Cost $69.39 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $850 Shares 6,263 Est. Cost $67.30 Unrealized +88.0%
V VISA IN - CLASS A 0.0%
Value ($000) $840 Shares 6,343 Est. Cost $85.93 Unrealized +42.1%
GIS GENERAL MILLS INC 0.0%
Value ($000) $827 Shares 18,689 Est. Cost $34.66 Unrealized -3.6%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $820 Shares 9,636 Est. Cost $91.55 Unrealized
ANIP ANI PHARMACEUTICALS INC 0.0%
Value ($000) $818 Shares 12,240 Est. Cost $62.43 Unrealized 0.0%
PRAXAIR INC 0.0%
Value ($000) $813 Shares 5,143 Est. Cost $114.23 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $811 Shares 4,725 Est. Cost $171.64 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $758 Shares 6,196 Est. Cost $65.82 Unrealized +68.4%
IWP ISHARES RUSSELL MID CAP GROWTH INDEX FUND 0.0%
Value ($000) $754 Shares 5,953 Est. Cost $114.87 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $740 Shares 14,240 Est. Cost $41.35 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $738 Shares 14,511 Est. Cost $50.24 Unrealized -4.9%
LQD ISHARES IBOXX $ INVESTOP INVESTMENT GRADE BOND FUN 0.0%
Value ($000) $731 Shares 6,384 Est. Cost $114.79 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CL A 0.0%
Value ($000) $727 Shares 17,739 Est. Cost $34.78 Unrealized -4.1%
NFLX NETFLIX INC 0.0%
Value ($000) $713 Shares 1,821 Est. Cost $17.63 Unrealized +93.3%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $687 Shares 3,755 Est. Cost $124.11 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $678 Shares 19,280 Est. Cost $32.41 Unrealized
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.0%
Value ($000) $655 Shares 6,160 Est. Cost $108.15 Unrealized
JP MORGAN ALERIAN MLP INDEX 0.0%
Value ($000) $640 Shares 24,085 Est. Cost $35.17 Unrealized
HNFSA HANOVER FOODS CORP - CL A 0.0%
Value ($000) $639 Shares 7,333 Est. Cost $125.21 Unrealized -29.8%
VFC V F CORPORATION 0.0%
Value ($000) $603 Shares 7,398 Est. Cost $63.25 Unrealized +19.1%
TEAM INC 0.0%
Value ($000) $603 Shares 26,121 Est. Cost $27.07 Unrealized
NEAR ISHARES SHORT MATURITY BOND 0.0%
Value ($000) $600 Shares 11,969 Est. Cost $50.05 Unrealized
BEN FRANKLIN RES INC 0.0%
Value ($000) $581 Shares 18,115 Est. Cost $25.62 Unrealized -8.1%
WALGREENS BOOTS ALLIANCE, INC 0.0%
Value ($000) $576 Shares 9,603 Est. Cost $81.06 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $575 Shares 3,171 Est. Cost $112.96 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $575 Shares 3,512 Est. Cost $129.53 Unrealized
SRG SERITAGE GROWTH PROPERTIES 0.0%
Value ($000) $574 Shares 13,539 Est. Cost $42.80 Unrealized -10.9%
SO SOUTHERN CO 0.0%
Value ($000) $565 Shares 12,200 Est. Cost $30.25 Unrealized +8.6%
L BRANDS INC 0.0%
Value ($000) $550 Shares 14,905 Est. Cost $37.91 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $549 Shares 19,227 Est. Cost $19.95 Unrealized -1.1%
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $535 Shares 4,802 Est. Cost $98.28 Unrealized +4.0%
HPQ HP INC. 0.0%
Value ($000) $533 Shares 23,494 Est. Cost $8.80 Unrealized +95.9%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $528 Shares 1,934 Est. Cost $235.40 Unrealized
TDG TRANSDIGM GROUP, INC. 0.0%
Value ($000) $518 Shares 1,500 Est. Cost $76.29 Unrealized +219.7%
NVO NOVO-NORDISK A/S SPONS ADR 0.0%
Value ($000) $514 Shares 11,144 Est. Cost $67.17 Unrealized
DWM WISDOMTREE DEFA FUND 0.0%
Value ($000) $513 Shares 9,720 Est. Cost $45.98 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $504 Shares 4,711 Est. Cost $31.26 Unrealized +137.2%
EXPE EXPEDIA INC 0.0%
Value ($000) $503 Shares 4,183 Est. Cost $112.62 Unrealized -0.5%
ELV ANTHEM INC 0.0%
Value ($000) $497 Shares 2,089 Est. Cost $180.72 Unrealized +15.9%
IWR ISHARES RUSSELL MID CAP INDEX FUND 0.0%
Value ($000) $496 Shares 2,337 Est. Cost $184.69 Unrealized
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $493 Shares 9,111 Est. Cost $27.21 Unrealized +45.9%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $493 Shares 3,165 Est. Cost $131.11 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $482 Shares 3,450 Est. Cost $73.63 Unrealized +78.4%
CLX CLOROX CO 0.0%
Value ($000) $474 Shares 3,504 Est. Cost $77.81 Unrealized +27.1%
FTV FORTIVE CORP 0.0%
Value ($000) $467 Shares 6,057 Est. Cost $30.87 Unrealized +50.0%
STZ CONSTELLATION BRANDS COM 0.0%
Value ($000) $465 Shares 2,123 Est. Cost $171.51 Unrealized +16.4%
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $454 Shares 9,267 Est. Cost $39.08 Unrealized +23.3%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $442 Shares 5,407 Est. Cost $65.84 Unrealized +4.7%
TOTAL FINA ELF S A ADR 0.0%
Value ($000) $434 Shares 7,173 Est. Cost $56.63 Unrealized
LLY LILLY, ELI & COMPANY 0.0%
Value ($000) $427 Shares 5,001 Est. Cost $53.62 Unrealized +37.4%
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $418 Shares 5,709 Est. Cost $49.98 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $413 Shares 3,655 Est. Cost $111.31 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX FUND 0.0%
Value ($000) $412 Shares 5,231 Est. Cost $80.29 Unrealized
FIS FIDELITY NATIONAL INFO SVCS 0.0%
Value ($000) $403 Shares 3,799 Est. Cost $78.20 Unrealized +13.1%
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $398 Shares 2,786 Est. Cost $112.10 Unrealized +19.9%
GWW WW GRAINGER INC 0.0%
Value ($000) $397 Shares 1,287 Est. Cost $194.80 Unrealized +38.4%
SEIC SEI INVESTMENTS CO 0.0%
Value ($000) $394 Shares 6,300 Est. Cost $67.22 Unrealized -10.6%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $372 Shares 15,298 Est. Cost $26.12 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $371 Shares 5,432 Est. Cost $46.82 Unrealized +10.1%
VEU VANGUARD FTSE ALL WORLD EX-US 0.0%
Value ($000) $371 Shares 7,152 Est. Cost $54.67 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $358 Shares 1,624 Est. Cost $195.15 Unrealized +2.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $356 Shares 1,912 Est. Cost $166.02 Unrealized +3.7%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $351 Shares 4,998 Est. Cost $31.70 Unrealized +89.4%
FNF FNF GROUP 0.0%
Value ($000) $338 Shares 8,990 Est. Cost $23.16 Unrealized +13.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $336 Shares 3,677 Est. Cost $76.47 Unrealized +4.1%
IWV ISHARES RUSSELL 3000 INDEX FUND 0.0%
Value ($000) $333 Shares 2,050 Est. Cost $157.60 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $321 Shares 7,544 Est. Cost $19.34 Unrealized +13.6%
SUB ISHARES S&P SHORT TERM NATIONAL AMT-FREE MUNICIPAL 0.0%
Value ($000) $312 Shares 2,969 Est. Cost $105.99 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $310 Shares 3,340 Est. Cost $90.38 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $310 Shares 4,237 Est. Cost $43.62 Unrealized +55.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $306 Shares 5,678 Est. Cost $43.24 Unrealized +3.1%
MUB ISHARES NATIONAL AMT-FREE MUNICIPAL BOND FUND 0.0%
Value ($000) $299 Shares 2,742 Est. Cost $110.33 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $297 Shares 1,779 Est. Cost $168.23 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $296 Shares 2,546 Est. Cost $82.82 Unrealized +4.5%
STT STATE STREET CORPORATION 0.0%
Value ($000) $294 Shares 3,157 Est. Cost $64.14 Unrealized +21.4%
IJJ ISHARES S&P MID CAP 400 VALUE INDEX FUND 0.0%
Value ($000) $294 Shares 1,813 Est. Cost $156.36 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $288 Shares 2,273 Est. Cost $98.45 Unrealized +29.7%
CTSH COGNIZANT TECH SOLUTIONS - A 0.0%
Value ($000) $281 Shares 3,560 Est. Cost $57.87 Unrealized +21.7%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $278 Shares 20,000 Est. Cost $17.30 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $267 Shares 5,135 Est. Cost $32.50 Unrealized +11.9%
IHF ISHARES US HEALTH CARE PROVIDERS ETF 0.0%
Value ($000) $264 Shares 1,504 Est. Cost $148.27 Unrealized
EMHY ISHARES EMERGING MKTS HI YIELD BD FD 0.0%
Value ($000) $261 Shares 5,673 Est. Cost $47.95 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $258 Shares 4,950 Est. Cost $42.41 Unrealized +14.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $256 Shares 3,608 Est. Cost $56.48 Unrealized -6.6%
SPGI S&P Global Inc 0.0%
Value ($000) $255 Shares 1,249 Est. Cost $173.48 Unrealized +6.5%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $255 Shares 6,290 Est. Cost $35.45 Unrealized -14.8%
VNQI VANGUARD GBL EX-US REAL ESTATE 0.0%
Value ($000) $255 Shares 4,385 Est. Cost $60.89 Unrealized
CBU COMMUNITY BANK SYSTEM INC 0.0%
Value ($000) $253 Shares 4,279 Est. Cost $43.20 Unrealized +8.1%
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $251 Shares 1,649 Est. Cost $146.76 Unrealized
KAYNE ANDERSON MLP 0.0%
Value ($000) $249 Shares 13,199 Est. Cost $28.25 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $248 Shares 1,866 Est. Cost $94.36 Unrealized +29.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $248 Shares 2,239 Est. Cost $68.16 Unrealized +21.1%
IJK ISHARES S&P MID CAP 400 GROWTH INDEX FUND 0.0%
Value ($000) $247 Shares 1,099 Est. Cost $219.24 Unrealized
IGLB ISHARES TR 0.0%
Value ($000) $244 Shares 4,210 Est. Cost $62.70 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $242 Shares 4,248 Est. Cost $48.24 Unrealized -21.3%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $241 Shares 5,405 Est. Cost $34.09 Unrealized +26.0%
ISHARES INTERNATIONAL PREFERRED STOCK ETF 0.0%
Value ($000) $239 Shares 13,750 Est. Cost $16.20 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $239 Shares 3,427 Est. Cost $39.78 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $236 Shares 2,274 Est. Cost $80.16 Unrealized +14.3%
RWX SPDR DJ INTL REAL ESTATE ETF 0.0%
Value ($000) $233 Shares 5,947 Est. Cost $40.02 Unrealized
CM CANADIAN IMPERIAL BANK 0.0%
Value ($000) $228 Shares 2,622 Est. Cost $27.41 Unrealized +11.5%
IWS ISHARES TR 0.0%
Value ($000) $228 Shares 2,575 Est. Cost $88.54 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $225 Shares 3,484 Est. Cost $51.27 Unrealized -4.9%
LIBERTY PROPERTY TRUST 0.0%
Value ($000) $222 Shares 5,000 Est. Cost $44.40 Unrealized
BCO THE BRINKS COMPANY 0.0%
Value ($000) $221 Shares 2,772 Est. Cost $69.55 Unrealized 0.0%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $217 Shares 747 Est. Cost $281.15 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $217 Shares 3,240 Est. Cost $57.64 Unrealized -8.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $213 Shares 1,835 Est. Cost $111.98 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $211 Shares 2,254 Est. Cost $67.56 Unrealized +3.2%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $209 Shares 14,320 Est. Cost $7.23 Unrealized +80.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $208 Shares 2,662 Est. Cost $68.23 Unrealized +6.4%
AME AMETEK INC 0.0%
Value ($000) $205 Shares 2,837 Est. Cost $71.98 Unrealized -2.3%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $204 Shares 4,646 Est. Cost $27.59 Unrealized 0.0%
GM GENERAL MOTORS 0.0%
Value ($000) $203 Shares 5,145 Est. Cost $35.04 Unrealized 0.0%
CE CELANESE CORPORATION 0.0%
Value ($000) $201 Shares 1,807 Est. Cost $95.32 Unrealized 0.0%
SUNTRUST BANKS INC 0.0%
Value ($000) $201 Shares 3,052 Est. Cost $65.86 Unrealized
SOUTHERN NATIONAL BANCORP OF VIRG. INC. 0.0%
Value ($000) $178 Shares 10,000 Est. Cost $17.60 Unrealized
ENBRIDGE ENERGY PARTNERS L PCOM 0.0%
Value ($000) $170 Shares 15,530 Est. Cost $23.69 Unrealized
LWAY LIFEWAY FOODS INC 0.0%
Value ($000) $141 Shares 28,000 Est. Cost $10.94 Unrealized -48.7%
ENCANA CORP COM 0.0%
Value ($000) $134 Shares 10,296 Est. Cost $17.11 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $106 Shares 10,260 Est. Cost $22.39 Unrealized -61.0%
PIXELWORKS INC 0.0%
Value ($000) $43 Shares 12,000 Est. Cost $4.67 Unrealized
ALPINE GROUP, INC. 0.0%
Value ($000) $26 Shares 777,928 Est. Cost $1.01 Unrealized