CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q2 2013 (← Previous) (Next →)

Filing Date: Aug 15, 2013

Total Value ($000): $481,354 (100.0% shares, 0.0% debt)

Holdings (320)

JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $12,134 Shares 141,327 Est. Cost $59.66 Unrealized 0.0%
GENERAL ELECTRIC CO 2.4%
Value ($000) $11,784 Shares 508,166 Est. Cost $23.19 Unrealized
EXXON MOBIL CORP 2.4%
Value ($000) $11,682 Shares 129,294 Est. Cost $90.35 Unrealized
JPMORGAN CHASE & CO 2.3%
Value ($000) $10,988 Shares 208,138 Est. Cost $52.79 Unrealized
IBM INTL BUSINESS MACHINES CORP 2.2%
Value ($000) $10,562 Shares 55,269 Est. Cost $118.94 Unrealized 0.0%
CVX CHEVRON CORP 2.2%
Value ($000) $10,499 Shares 88,721 Est. Cost $67.90 Unrealized +5.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.8%
Value ($000) $8,760 Shares 78,269 Est. Cost $110.02 Unrealized 0.0%
DU PONT E I DE NEMOURS 1.8%
Value ($000) $8,428 Shares 160,527 Est. Cost $52.50 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $8,086 Shares 234,059 Est. Cost $26.70 Unrealized 0.0%
CONOCOPHILLIPS 1.6%
Value ($000) $7,907 Shares 130,689 Est. Cost $60.10 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $7,744 Shares 94,688 Est. Cost $56.00 Unrealized 0.0%
INTC INTEL CORP 1.6%
Value ($000) $7,732 Shares 319,128 Est. Cost $17.18 Unrealized 0.0%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $7,301 Shares 94,836 Est. Cost $55.00 Unrealized 0.0%
AAPL APPLE INC 1.5%
Value ($000) $7,298 Shares 18,406 Est. Cost $13.16 Unrealized 0.0%
MCD MCDONALDS CORP 1.4%
Value ($000) $6,821 Shares 68,898 Est. Cost $71.80 Unrealized 0.0%
EMC CORP-MASS 1.3%
Value ($000) $6,346 Shares 268,655 Est. Cost $23.62 Unrealized
CISCO SYS INC 1.3%
Value ($000) $6,316 Shares 259,546 Est. Cost $20.90 Unrealized
CVS CVS CAREMARK CORP 1.3%
Value ($000) $6,158 Shares 107,699 Est. Cost $37.07 Unrealized +11.8%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $5,874 Shares 116,684 Est. Cost $27.04 Unrealized 0.0%
AT&T INC 1.2%
Value ($000) $5,543 Shares 156,589 Est. Cost $36.69 Unrealized
VODAFONE GROUP PLC NEW 1.1%
Value ($000) $5,258 Shares 182,930 Est. Cost $28.40 Unrealized
D DOMINION RES INC VA NEW 1.1%
Value ($000) $5,137 Shares 90,410 Est. Cost $32.07 Unrealized +7.7%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $5,113 Shares 68,391 Est. Cost $59.62 Unrealized 0.0%
DIS WALT DISNEY CO 1.0%
Value ($000) $5,028 Shares 79,613 Est. Cost $56.11 Unrealized 0.0%
ORCL ORACLE CORP 1.0%
Value ($000) $4,903 Shares 159,641 Est. Cost $27.58 Unrealized 0.0%
WMT WAL-MART STORES INC 1.0%
Value ($000) $4,900 Shares 65,785 Est. Cost $19.98 Unrealized 0.0%
TGT TARGET CORP 1.0%
Value ($000) $4,892 Shares 71,049 Est. Cost $43.55 Unrealized +10.1%
ANADARKO PETROLEUM CORP 1.0%
Value ($000) $4,846 Shares 56,391 Est. Cost $85.94 Unrealized
TRV TRAVELERS COMPANIES INC 1.0%
Value ($000) $4,843 Shares 60,597 Est. Cost $63.44 Unrealized 0.0%
SO SOUTHERN CO 1.0%
Value ($000) $4,715 Shares 106,847 Est. Cost $26.74 Unrealized 0.0%
CNI CANADIAN NATL RAILWAY CO 1.0%
Value ($000) $4,576 Shares 47,049 Est. Cost $39.40 Unrealized 0.0%
AEP AMERICAN ELEC PWR 0.9%
Value ($000) $4,410 Shares 98,481 Est. Cost $30.44 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY - A 0.9%
Value ($000) $4,384 Shares 26 Est. Cost $165023.42 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $4,270 Shares 69,201 Est. Cost $24.80 Unrealized +5.6%
HIG HARTFORD FINANCIAL SERVICES GR 0.8%
Value ($000) $3,916 Shares 126,661 Est. Cost $22.20 Unrealized 0.0%
COMCAST CORP CL A - SPL 0.8%
Value ($000) $3,891 Shares 98,072 Est. Cost $39.61 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.8%
Value ($000) $3,878 Shares 58,949 Est. Cost $65.79 Unrealized
ALL ALLSTATE CORP 0.8%
Value ($000) $3,781 Shares 78,572 Est. Cost $37.12 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $3,743 Shares 24,746 Est. Cost $120.06 Unrealized 0.0%
GOOGLE INC CL A 0.7%
Value ($000) $3,521 Shares 4,000 Est. Cost $880.25 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $3,431 Shares 83,000 Est. Cost $22.26 Unrealized +19.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $3,274 Shares 114,740 Est. Cost $23.16 Unrealized 0.0%
MET METLIFE 0.7%
Value ($000) $3,257 Shares 71,179 Est. Cost $24.43 Unrealized 0.0%
NOVARTIS AG ADR 0.7%
Value ($000) $3,206 Shares 45,336 Est. Cost $70.72 Unrealized
3M COMPANY 0.7%
Value ($000) $3,160 Shares 28,902 Est. Cost $106.31 Unrealized
SYY SYSCO CORP 0.7%
Value ($000) $3,138 Shares 91,852 Est. Cost $24.40 Unrealized 0.0%
GLW CORNING INC 0.6%
Value ($000) $3,114 Shares 218,843 Est. Cost $9.05 Unrealized +15.8%
HD HOME DEPOT INC 0.6%
Value ($000) $3,114 Shares 40,197 Est. Cost $56.05 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY 0.6%
Value ($000) $3,092 Shares 68,603 Est. Cost $40.33 Unrealized -6.7%
OEF ISHARES TR S&P 100 IDX FD 0.6%
Value ($000) $2,986 Shares 41,503 Est. Cost $70.44 Unrealized
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $2,879 Shares 82,547 Est. Cost $28.85 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.6%
Value ($000) $2,879 Shares 39,477 Est. Cost $47.34 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $2,842 Shares 52,109 Est. Cost $40.02 Unrealized 0.0%
APACHE CORP 0.6%
Value ($000) $2,842 Shares 33,900 Est. Cost $83.83 Unrealized
PH PARKER HANNIFIN CORP 0.6%
Value ($000) $2,831 Shares 29,680 Est. Cost $75.97 Unrealized 0.0%
QCOM QUALCOMM INC 0.5%
Value ($000) $2,562 Shares 41,943 Est. Cost $45.06 Unrealized 0.0%
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,311 Shares 63,927 Est. Cost $22.41 Unrealized 0.0%
EZION HOLDINGS LIMITED 0.5%
Value ($000) $2,243 Shares 1,340,700 Est. Cost $1.75 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,108 Shares 47,177 Est. Cost $24.03 Unrealized +19.3%
VIACOM INC NEW CLASS B 0.4%
Value ($000) $2,043 Shares 30,032 Est. Cost $68.03 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $2,025 Shares 20,844 Est. Cost $63.06 Unrealized 0.0%
THAI TAP WATER SUPPLY - NVDR 0.4%
Value ($000) $1,846 Shares 5,690,400 Est. Cost $0.37 Unrealized
COMCAST CORP CL A 0.4%
Value ($000) $1,844 Shares 44,163 Est. Cost $41.98 Unrealized
HRL HORMEL FOODS CORP 0.4%
Value ($000) $1,844 Shares 47,800 Est. Cost $15.25 Unrealized 0.0%
HARRIS CORP DEL 0.4%
Value ($000) $1,813 Shares 36,808 Est. Cost $49.26 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,811 Shares 64,654 Est. Cost $16.46 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,802 Shares 25,145 Est. Cost $52.90 Unrealized 0.0%
BEIJING ENTERPRISES WATER GROU 0.4%
Value ($000) $1,792 Shares 4,998,400 Est. Cost $0.30 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,780 Shares 30,219 Est. Cost $40.44 Unrealized 0.0%
AMAT APPLIED MATERIALS INC DELAWARE 0.4%
Value ($000) $1,771 Shares 118,680 Est. Cost $12.22 Unrealized 0.0%
BANGKOK EXPRESSWAY PUB-NVDR 0.4%
Value ($000) $1,740 Shares 1,515,700 Est. Cost $1.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,727 Shares 20,410 Est. Cost $79.76 Unrealized 0.0%
FIFTH THIRD BANK 8.5% Series G 0.4%
Value ($000) $1,714 Shares 10,955 Est. Cost $156.46 Unrealized
FXI ISHARES FTSE CHINA 25 INDEX FU 0.4%
Value ($000) $1,712 Shares 52,631 Est. Cost $36.94 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,707 Shares 41,357 Est. Cost $27.36 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $1,706 Shares 18,359 Est. Cost $92.92 Unrealized
DE DEERE & CO 0.3%
Value ($000) $1,679 Shares 20,660 Est. Cost $70.51 Unrealized -3.5%
BHP BHP BILLITON LTD SPONS 0.3%
Value ($000) $1,582 Shares 27,440 Est. Cost $57.65 Unrealized
CHINA STATE CONSTRUCTION INTL 0.3%
Value ($000) $1,539 Shares 988,300 Est. Cost $1.37 Unrealized
FDX FEDEX CORPORATION 0.3%
Value ($000) $1,520 Shares 15,420 Est. Cost $81.95 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,494 Shares 12,540 Est. Cost $154.50 Unrealized
ITUB ITAU UNIBANCO HOLDING PREF ADR 0.3%
Value ($000) $1,475 Shares 114,152 Est. Cost $12.92 Unrealized
KRAFT FOODS GROUP INC 0.3%
Value ($000) $1,463 Shares 26,183 Est. Cost $55.88 Unrealized
MARATHON OIL CORP 0.3%
Value ($000) $1,439 Shares 41,607 Est. Cost $34.59 Unrealized
AGRICULTURAL BANK OF CHINA LIM 0.3%
Value ($000) $1,433 Shares 3,472,600 Est. Cost $0.46 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,414 Shares 30,446 Est. Cost $30.02 Unrealized 0.0%
BED BATH & BEYOND INC 0.3%
Value ($000) $1,378 Shares 19,425 Est. Cost $70.94 Unrealized
DEUTSCHE POST AG-REG 0.3%
Value ($000) $1,375 Shares 55,300 Est. Cost $23.05 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1,330 Shares 103,387 Est. Cost $10.03 Unrealized 0.0%
MEDTRONIC INC 0.3%
Value ($000) $1,313 Shares 25,516 Est. Cost $51.46 Unrealized
KAYNE ANDERSON ENRGY COM 0.3%
Value ($000) $1,308 Shares 43,690 Est. Cost $29.76 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,284 Shares 45,766 Est. Cost $21.22 Unrealized 0.0%
V VISA INC COM CL A 0.3%
Value ($000) $1,279 Shares 7,000 Est. Cost $40.02 Unrealized 0.0%
OXY OCCIDENTAL PETE 0.3%
Value ($000) $1,259 Shares 14,111 Est. Cost $57.83 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $1,245 Shares 17,523 Est. Cost $27.55 Unrealized 0.0%
TGBAX TEMPLETON GLOBAL BOND FUND 0.3%
Value ($000) $1,239 Shares 96,000 Est. Cost $13.40 Unrealized
ADVANCED INFO SERVICES PUB CO 0.3%
Value ($000) $1,225 Shares 135,300 Est. Cost $8.05 Unrealized
GEELY AUTOMOBILE HOLDINGS LTD 0.3%
Value ($000) $1,222 Shares 2,820,000 Est. Cost $0.49 Unrealized
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,217 Shares 17,667 Est. Cost $45.09 Unrealized 0.0%
TICC CAPITAL CORP 0.3%
Value ($000) $1,212 Shares 126,028 Est. Cost $9.62 Unrealized
SAN BANCO SANTANDER SA 0.3%
Value ($000) $1,210 Shares 187,002 Est. Cost $6.47 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $1,210 Shares 20,815 Est. Cost $20.11 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,182 Shares 20,635 Est. Cost $42.85 Unrealized +3.6%
EEM ISHARES TR MSCI EMERG MKT 0.2%
Value ($000) $1,151 Shares 29,886 Est. Cost $42.48 Unrealized
ROYAL DUTCH SHELL ADR B 0.2%
Value ($000) $1,126 Shares 16,997 Est. Cost $66.25 Unrealized
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $1,123 Shares 42,763 Est. Cost $16.79 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,116 Shares 14,064 Est. Cost $53.13 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS 0.2%
Value ($000) $1,115 Shares 28,431 Est. Cost $39.22 Unrealized
THE BLACKSTONE GROUP LP 0.2%
Value ($000) $1,109 Shares 52,650 Est. Cost $21.06 Unrealized
WALGREEN CO NEW 0.2%
Value ($000) $1,107 Shares 25,037 Est. Cost $44.21 Unrealized
MA MASTERCARD INC CL A COM 0.2%
Value ($000) $1,101 Shares 1,916 Est. Cost $51.54 Unrealized 0.0%
BA BOEING CO 0.2%
Value ($000) $1,039 Shares 10,141 Est. Cost $80.37 Unrealized 0.0%
HEALTH CARE REIT INC 0.2%
Value ($000) $1,016 Shares 15,150 Est. Cost $67.06 Unrealized
EXELON CORP 0.2%
Value ($000) $1,003 Shares 32,490 Est. Cost $30.87 Unrealized
THAI UNION FROZEN PROD-NVDR 0.2%
Value ($000) $1,003 Shares 536,000 Est. Cost $2.17 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $991 Shares 11,100 Est. Cost $65.69 Unrealized 0.0%
PAN-UNITED CORP 0.2%
Value ($000) $989 Shares 1,392,000 Est. Cost $0.77 Unrealized
BOMBARDIER INC 0.2%
Value ($000) $969 Shares 217,700 Est. Cost $3.96 Unrealized
EVERGRANDE REAL ESTATE GROUP L 0.2%
Value ($000) $960 Shares 2,594,000 Est. Cost $0.40 Unrealized
FCNTX FIDELITY CONTRAFUND COM 0.2%
Value ($000) $952 Shares 11,118 Est. Cost $85.63 Unrealized
ONEOK PARTNERS L.P 0.2%
Value ($000) $949 Shares 19,165 Est. Cost $57.39 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.2%
Value ($000) $946 Shares 11,696 Est. Cost $52.12 Unrealized +14.3%
IWR ISHARES RUSSELL MIDCAP INDEX 0.2%
Value ($000) $922 Shares 7,095 Est. Cost $127.24 Unrealized
MOLYCORP INC 5.5% 3/1/14 0.2%
Value ($000) $919 Shares 43,295 Est. Cost $21.25 Unrealized
WEATHERFORD INTL LTD COM 0.2%
Value ($000) $869 Shares 63,450 Est. Cost $13.70 Unrealized
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $865 Shares 11,045 Est. Cost $56.44 Unrealized 0.0%
BEIJING ENTERPRISES HLDGS 0.2%
Value ($000) $863 Shares 119,900 Est. Cost $7.70 Unrealized
VGSTX VANGUARD STAR FUND STAR PORTFO 0.2%
Value ($000) $855 Shares 39,271 Est. Cost $21.89 Unrealized
CHINA MERCHANTS HLDGS PAC 0.2%
Value ($000) $851 Shares 1,226,000 Est. Cost $0.71 Unrealized
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $847 Shares 20,685 Est. Cost $42.43 Unrealized
VALE VALE S.A. 0.2%
Value ($000) $844 Shares 64,150 Est. Cost $17.30 Unrealized
EATON CORP 0.2%
Value ($000) $842 Shares 12,795 Est. Cost $65.81 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $835 Shares 12,050 Est. Cost $30.42 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $821 Shares 11,305 Est. Cost $57.67 Unrealized 0.0%
ALTRIA GROUP INC 0.2%
Value ($000) $821 Shares 23,474 Est. Cost $34.40 Unrealized
NKE NIKE INC - B 0.2%
Value ($000) $820 Shares 12,880 Est. Cost $26.53 Unrealized 0.0%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $817 Shares 12,080 Est. Cost $65.50 Unrealized
JOHNSON CONTROLS INC 0.2%
Value ($000) $816 Shares 22,813 Est. Cost $35.77 Unrealized
L-3 COMMNCTNS HLDGS 0.2%
Value ($000) $798 Shares 9,310 Est. Cost $85.71 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $791 Shares 29,365 Est. Cost $23.44 Unrealized 0.0%
ELECTRICITY GENERATING PUBLIC 0.2%
Value ($000) $787 Shares 157,000 Est. Cost $5.18 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $765 Shares 11,059 Est. Cost $49.85 Unrealized 0.0%
KO COCA-COLA CO 0.2%
Value ($000) $757 Shares 18,885 Est. Cost $25.52 Unrealized +9.2%
INDY INDIA 50 0.2%
Value ($000) $753 Shares 33,760 Est. Cost $24.02 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $751 Shares 18,354 Est. Cost $32.16 Unrealized 0.0%
AME AMETEK INC NEW 0.2%
Value ($000) $749 Shares 17,700 Est. Cost $38.40 Unrealized 0.0%
C CITIGROUP INC 0.2%
Value ($000) $747 Shares 15,570 Est. Cost $32.54 Unrealized +9.9%
CHU KONG PETROLEUM & NATURAL 0.2%
Value ($000) $743 Shares 2,620,600 Est. Cost $0.49 Unrealized
KINDER MORGAN ENERGY PARTNE 0.2%
Value ($000) $741 Shares 8,677 Est. Cost $89.79 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.2%
Value ($000) $733 Shares 11,801 Est. Cost $60.31 Unrealized
MACQUARIE INFRASTRUCTURE CO LL 0.2%
Value ($000) $730 Shares 13,650 Est. Cost $53.48 Unrealized
GEF GREIF BROS CORP CLASS A 0.2%
Value ($000) $727 Shares 13,800 Est. Cost $31.80 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $722 Shares 8,330 Est. Cost $49.85 Unrealized 0.0%
TBT PROSHARES TR PSHS ULTSH 20YRS 0.1%
Value ($000) $712 Shares 9,825 Est. Cost $65.74 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $701 Shares 10,141 Est. Cost $42.00 Unrealized +2.2%
PST PROSHARES TR PSHS ULSHT 7-10Y 0.1%
Value ($000) $695 Shares 23,550 Est. Cost $27.67 Unrealized
EWH ISHARES MSCI HONG KONG INDEX F 0.1%
Value ($000) $683 Shares 37,250 Est. Cost $19.84 Unrealized
TRIYARDS HOLDINGS LTD 0.1%
Value ($000) $682 Shares 1,244,380 Est. Cost $0.62 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $681 Shares 6,896 Est. Cost $78.11 Unrealized 0.0%
FPL GROUP CAP TR I 5.875% 3/15 0.1%
Value ($000) $661 Shares 26,232 Est. Cost $25.66 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $661 Shares 17,658 Est. Cost $23.49 Unrealized 0.0%
ALCOA INC 0.1%
Value ($000) $648 Shares 82,852 Est. Cost $7.82 Unrealized
SGENX FIRST EAGLE GLOBAL FUND 0.1%
Value ($000) $630 Shares 12,432 Est. Cost $51.08 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $622 Shares 9,210 Est. Cost $67.54 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $621 Shares 12,792 Est. Cost $31.98 Unrealized 0.0%
WUMART STORES INC - H 0.1%
Value ($000) $609 Shares 330,500 Est. Cost $1.81 Unrealized
CHINA AUTOMATION GROUP 0.1%
Value ($000) $605 Shares 3,168,300 Est. Cost $0.23 Unrealized
IWM ISHARES TR RUSSELL 2000 0.1%
Value ($000) $600 Shares 6,185 Est. Cost $94.36 Unrealized
ELME WASHINGTON REAL EST INV TR SBI 0.1%
Value ($000) $596 Shares 22,155 Est. Cost $26.90 Unrealized
SYDNEY AIRPORT 0.1%
Value ($000) $591 Shares 191,300 Est. Cost $3.40 Unrealized
AVT AVNET INC 0.1%
Value ($000) $590 Shares 17,550 Est. Cost $25.70 Unrealized 0.0%
MOTOR SICH JSC SPON GDR REG S 0.1%
Value ($000) $584 Shares 25,290 Est. Cost $35.89 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $577 Shares 13,820 Est. Cost $41.75 Unrealized
DEO DIAGEO PLC NEW 0.1%
Value ($000) $566 Shares 4,921 Est. Cost $115.02 Unrealized
ROYAL DUTCH SHELL ADR A 0.1%
Value ($000) $559 Shares 8,760 Est. Cost $63.81 Unrealized
SUPALAI PUBLIC COMPANY NVDR 0.1%
Value ($000) $557 Shares 979,700 Est. Cost $0.71 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $555 Shares 7,180 Est. Cost $56.98 Unrealized 0.0%
TIFFANY & CO NEW 0.1%
Value ($000) $551 Shares 7,567 Est. Cost $72.82 Unrealized
DOW CHEM CO COM 0.1%
Value ($000) $548 Shares 17,027 Est. Cost $31.84 Unrealized
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $548 Shares 15,905 Est. Cost $34.45 Unrealized
SPY SPDR S&P 500 ETF TR SERIES 0.1%
Value ($000) $540 Shares 3,365 Est. Cost $157.20 Unrealized
ZTE CORPORATION 0.1%
Value ($000) $536 Shares 332,500 Est. Cost $1.73 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $512 Shares 7,390 Est. Cost $38.97 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $509 Shares 6,241 Est. Cost $14.15 Unrealized 0.0%
FIRSTMERIT CORP 0.1%
Value ($000) $509 Shares 25,431 Est. Cost $20.01 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $506 Shares 10,845 Est. Cost $46.66 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $504 Shares 17,078 Est. Cost $19.64 Unrealized 0.0%
AETNA INC NEW 0.1%
Value ($000) $492 Shares 7,750 Est. Cost $51.07 Unrealized
FNB FNB CORP COM 0.1%
Value ($000) $492 Shares 40,758 Est. Cost $7.09 Unrealized 0.0%
CHUBB CORP 0.1%
Value ($000) $490 Shares 5,788 Est. Cost $87.49 Unrealized
PBR PETROLEO BRASILEIRO S.A. ADR 0.1%
Value ($000) $486 Shares 36,213 Est. Cost $13.42 Unrealized
WM WASTE MGMT INC 0.1%
Value ($000) $486 Shares 12,059 Est. Cost $30.75 Unrealized 0.0%
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $475 Shares 18,700 Est. Cost $17.04 Unrealized 0.0%
AQUA AMERICA INC 0.1%
Value ($000) $474 Shares 15,154 Est. Cost $31.41 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $467 Shares 18,728 Est. Cost $25.14 Unrealized
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $459 Shares 11,125 Est. Cost $31.82 Unrealized 0.0%
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $450 Shares 9,791 Est. Cost $46.96 Unrealized
MALAYSIA AIRPORTS HOLDINGS BER 0.1%
Value ($000) $447 Shares 224,000 Est. Cost $1.87 Unrealized
SINGAPORE AIRPORT TERMINAL SER 0.1%
Value ($000) $443 Shares 170,600 Est. Cost $2.45 Unrealized
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $439 Shares 9,935 Est. Cost $46.34 Unrealized
CE CELANESE CORP-SERIES A 0.1%
Value ($000) $435 Shares 9,700 Est. Cost $37.17 Unrealized 0.0%
BOARDWALK PIPELINE PARTNERS 0.1%
Value ($000) $417 Shares 13,800 Est. Cost $30.22 Unrealized
ASHLAND INC 0.1%
Value ($000) $416 Shares 4,985 Est. Cost $83.45 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $413 Shares 14,585 Est. Cost $19.78 Unrealized 0.0%
LINGKARAN TRANS KOTA HOLDINGS 0.1%
Value ($000) $412 Shares 297,200 Est. Cost $1.37 Unrealized
UNUM GROUP 0.1%
Value ($000) $412 Shares 14,025 Est. Cost $29.38 Unrealized
TELEFONICA BRASIL SA 0.1%
Value ($000) $406 Shares 17,810 Est. Cost $22.80 Unrealized
VIVENDI 0.1%
Value ($000) $405 Shares 21,380 Est. Cost $20.66 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $404 Shares 8,875 Est. Cost $39.49 Unrealized +12.2%
METLIFE INC. CONV PFD 5.00% 9/ 0.1%
Value ($000) $400 Shares 7,295 Est. Cost $49.80 Unrealized
ZOOMLION HEAVY INDUSTRY-H 0.1%
Value ($000) $396 Shares 551,800 Est. Cost $1.21 Unrealized
H&Q HEALTHCARE INVESTORS 0.1%
Value ($000) $383 Shares 16,655 Est. Cost $42.43 Unrealized
EWA ISHARES INC MSCI AUSTRALIA 0.1%
Value ($000) $365 Shares 16,180 Est. Cost $27.04 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $363 Shares 31,651 Est. Cost $7.19 Unrealized 0.0%
CALPINE CORP 0.1%
Value ($000) $359 Shares 16,900 Est. Cost $20.59 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $357 Shares 13,134 Est. Cost $27.18 Unrealized
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $354 Shares 14,496 Est. Cost $23.72 Unrealized
SHIP FINANCE INT'L LTD 0.1%
Value ($000) $352 Shares 23,750 Est. Cost $14.82 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $350 Shares 5,995 Est. Cost $35.58 Unrealized +5.4%
FSTFX FIDELITY LTD TERM MUNICIPAL IN 0.1%
Value ($000) $344 Shares 32,219 Est. Cost $10.68 Unrealized
TAVFX THIRD AVE TR VALUE TR 0.1%
Value ($000) $343 Shares 6,435 Est. Cost $52.68 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $339 Shares 3,125 Est. Cost $71.65 Unrealized 0.0%
YACKTMAN FD INC COM 0.1%
Value ($000) $338 Shares 15,176 Est. Cost $22.27 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $336 Shares 7,575 Est. Cost $44.36 Unrealized
PFF ISHARES S&P PREF STK INDX FN 0.1%
Value ($000) $333 Shares 8,480 Est. Cost $40.55 Unrealized
KBR KBR INC 0.1%
Value ($000) $332 Shares 10,210 Est. Cost $26.54 Unrealized 0.0%
UNITED TRACTORS TBK 0.1%
Value ($000) $329 Shares 179,400 Est. Cost $1.88 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $328 Shares 5,401 Est. Cost $60.21 Unrealized 0.0%
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $322 Shares 25,140 Est. Cost $12.81 Unrealized
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $317 Shares 6,900 Est. Cost $45.94 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $317 Shares 3,831 Est. Cost $82.75 Unrealized
GLAXOSMITHKLINE PLC SP ADR 0.1%
Value ($000) $314 Shares 6,289 Est. Cost $49.93 Unrealized
PAA PLAINS ALL AMER PIPELINE 0.1%
Value ($000) $313 Shares 5,600 Est. Cost $56.43 Unrealized
EIBIX EATON VANCE INC. FD BOSTON-IN 0.1%
Value ($000) $310 Shares 52,624 Est. Cost $6.06 Unrealized
SAP SAP AG SPONSORED ADR 0.1%
Value ($000) $310 Shares 4,250 Est. Cost $72.94 Unrealized
LANDAUER INC. 0.1%
Value ($000) $309 Shares 6,390 Est. Cost $48.36 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $308 Shares 4,363 Est. Cost $70.59 Unrealized
AP HIGHLAND PCL NVDR 0.1%
Value ($000) $308 Shares 1,474,700 Est. Cost $0.32 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $305 Shares 3,670 Est. Cost $56.06 Unrealized +7.0%
FPXTX FIDELITY PA MUNI INCOME FD 0.1%
Value ($000) $301 Shares 27,458 Est. Cost $10.96 Unrealized
BEAM INC 0.1%
Value ($000) $301 Shares 4,775 Est. Cost $63.04 Unrealized
VYX NCR CORP NEW 0.1%
Value ($000) $298 Shares 9,025 Est. Cost $18.55 Unrealized 0.0%
CHINA MINZHONG FOOD CORPORATIO 0.1%
Value ($000) $295 Shares 358,300 Est. Cost $0.97 Unrealized
CUGZX COLUMBIA US GOV MORTGAGE-Z 0.1%
Value ($000) $294 Shares 53,485 Est. Cost $5.60 Unrealized
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $293 Shares 8,019 Est. Cost $35.91 Unrealized
ENSCO PLC CLASS A ORD 0.1%
Value ($000) $292 Shares 5,024 Est. Cost $58.12 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $291 Shares 77,750 Est. Cost $3.74 Unrealized
CERNER CORP 0.1%
Value ($000) $288 Shares 3,000 Est. Cost $94.84 Unrealized
CVE CENOVUS ENERGY INC 0.1%
Value ($000) $285 Shares 9,979 Est. Cost $24.53 Unrealized -8.7%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $282 Shares 8,100 Est. Cost $25.31 Unrealized 0.0%
IVV ISHARES CORE S&P 500 0.1%
Value ($000) $281 Shares 1,745 Est. Cost $157.33 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $276 Shares 10,178 Est. Cost $27.12 Unrealized
ALLERGAN INC 0.1%
Value ($000) $275 Shares 3,270 Est. Cost $84.10 Unrealized
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $268 Shares 14,440 Est. Cost $17.73 Unrealized
ACORN INTERNATIONAL FUND 0.1%
Value ($000) $267 Shares 6,240 Est. Cost $42.79 Unrealized
CHINA RAILWAY CONSTRUCTION-H 0.1%
Value ($000) $266 Shares 306,000 Est. Cost $0.95 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $266 Shares 4,015 Est. Cost $65.75 Unrealized
RNR RENAISSANCE RE HLDGS COM 0.1%
Value ($000) $260 Shares 3,000 Est. Cost $88.61 Unrealized 0.0%
HAL HALLIBURTON CO HOLDINGS CO 0.1%
Value ($000) $259 Shares 6,200 Est. Cost $33.21 Unrealized 0.0%
FIDELITY STRATEGIC INCOME FD 0.1%
Value ($000) $258 Shares 23,641 Est. Cost $10.91 Unrealized
WEST CHINA CEMENT LTD 0.1%
Value ($000) $255 Shares 1,723,000 Est. Cost $0.16 Unrealized
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $253 Shares 4,499 Est. Cost $56.23 Unrealized
INDIA FUND INC 0.1%
Value ($000) $250 Shares 13,032 Est. Cost $21.26 Unrealized
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $247 Shares 2,874 Est. Cost $85.94 Unrealized
SNY SANOFI 0.1%
Value ($000) $242 Shares 4,700 Est. Cost $51.49 Unrealized
KOP KOPPERS HOLDINGS INC. 0.1%
Value ($000) $241 Shares 6,300 Est. Cost $38.63 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $239 Shares 2,200 Est. Cost $82.66 Unrealized -1.4%
CENTRAS ELECTRICAS BRASILEIRAS 0.0%
Value ($000) $239 Shares 60,100 Est. Cost $3.98 Unrealized
ITHIX HARTFORD CAPITAL APPREC-I 0.0%
Value ($000) $238 Shares 5,877 Est. Cost $38.63 Unrealized
TWCGX AMERICAN CENTY MUT FDS GROWTH 0.0%
Value ($000) $238 Shares 8,081 Est. Cost $29.45 Unrealized
AXAHY AXA-SPONS ADR 0.0%
Value ($000) $235 Shares 11,917 Est. Cost $19.72 Unrealized
FLEXTRONICS INTL LTD 0.0%
Value ($000) $234 Shares 30,250 Est. Cost $7.74 Unrealized
TGINX TCW EMERGING MKTS INC FUND 0.0%
Value ($000) $232 Shares 20,959 Est. Cost $11.07 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $231 Shares 11,350 Est. Cost $20.40 Unrealized
CNSDX INVESCO CONVERT SEC-Y 0.0%
Value ($000) $231 Shares 10,275 Est. Cost $22.48 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $231 Shares 3,700 Est. Cost $61.57 Unrealized 0.0%
VWNEX VANGUARD/WINDSOR FD ADMIRAL SH 0.0%
Value ($000) $227 Shares 3,820 Est. Cost $57.07 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $227 Shares 5,616 Est. Cost $36.65 Unrealized 0.0%
VANGUARD 500 INDEX FUND 0.0%
Value ($000) $222 Shares 1,816 Est. Cost $119.44 Unrealized
FPACX FPA CRESCENT FUND 0.0%
Value ($000) $218 Shares 7,021 Est. Cost $30.20 Unrealized
FIDELITY GLOBAL BALANCED FD 0.0%
Value ($000) $218 Shares 9,103 Est. Cost $23.95 Unrealized
NEUBERGER BERMAN LARGE CAP DIS 0.0%
Value ($000) $217 Shares 26,724 Est. Cost $7.86 Unrealized
HYFLUX LTD 0.0%
Value ($000) $216 Shares 218,500 Est. Cost $1.18 Unrealized
L & L ENERGY INC. 0.0%
Value ($000) $213 Shares 60,000 Est. Cost $3.55 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $212 Shares 3,432 Est. Cost $61.77 Unrealized
JANUS FUND INC 0.0%
Value ($000) $212 Shares 6,078 Est. Cost $34.22 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value ($000) $212 Shares 1,431 Est. Cost $144.65 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $210 Shares 2,540 Est. Cost $61.55 Unrealized 0.0%
APD AIR PRODS & CHEMS 0.0%
Value ($000) $206 Shares 2,250 Est. Cost $61.55 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $204 Shares 4,150 Est. Cost $42.21 Unrealized 0.0%
WISDOMTREE TRUST CHINESE YUAN 0.0%
Value ($000) $202 Shares 7,800 Est. Cost $25.68 Unrealized
GEF/B GREIF INC CL B 0.0%
Value ($000) $202 Shares 3,600 Est. Cost $29.17 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $200 Shares 2,750 Est. Cost $71.43 Unrealized
F FORD MTR CO 0.0%
Value ($000) $196 Shares 12,698 Est. Cost $7.61 Unrealized 0.0%
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $188 Shares 17,241 Est. Cost $11.26 Unrealized
WU WESTERN UNION COMPANY (THE) 0.0%
Value ($000) $181 Shares 10,550 Est. Cost $17.16 Unrealized
FFRHX FIDELITY FLOATING RATE H/INC 0.0%
Value ($000) $180 Shares 18,188 Est. Cost $9.90 Unrealized
WEBS INDEX FUND INC-JAPAN WEBS 0.0%
Value ($000) $179 Shares 15,971 Est. Cost $10.79 Unrealized
JETIX ARTIO INT'L EQUITY FUND II 0.0%
Value ($000) $177 Shares 16,071 Est. Cost $11.20 Unrealized
SEQUENOM INC 0.0%
Value ($000) $151 Shares 35,750 Est. Cost $4.22 Unrealized
DOLE FOOD CO INC. 0.0%
Value ($000) $147 Shares 11,550 Est. Cost $10.98 Unrealized
MBFAX WELLS FARGO ADVANTAGE TOT RET 0.0%
Value ($000) $147 Shares 11,515 Est. Cost $13.20 Unrealized
NUVEEN EQ PREM INC 0.0%
Value ($000) $140 Shares 11,126 Est. Cost $12.76 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $139 Shares 10,000 Est. Cost $13.90 Unrealized
ANNALY MORTGAGE MANAGEMENT 0.0%
Value ($000) $133 Shares 10,555 Est. Cost $12.60 Unrealized
FORTUNE REAL ESTATE INVESTMENT 0.0%
Value ($000) $124 Shares 135,000 Est. Cost $0.88 Unrealized
ING ING GROEP NV SPONS ADR 0.0%
Value ($000) $116 Shares 12,806 Est. Cost $9.06 Unrealized
YTL POWER INTERNATIONAL BHD 0.0%
Value ($000) $106 Shares 209,600 Est. Cost $0.47 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $87 Shares 18,041 Est. Cost $5.15 Unrealized
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $64 Shares 22,400 Est. Cost $1.17 Unrealized -26.0%
PACIFIC BASIN SHIPPING 0.0%
Value ($000) $63 Shares 111,500 Est. Cost $0.59 Unrealized
PETCX PIMCO REAL ESTATE REALRETURN 0.0%
Value ($000) $50 Shares 13,188 Est. Cost $3.79 Unrealized
CHINA COMMUNICATIONS CONSTRUCT 0.0%
Value ($000) $35 Shares 45,000 Est. Cost $0.93 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $29 Shares 17,086 Est. Cost $1.70 Unrealized
TELECOMMUNICATION SYS CL A 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $2.30 Unrealized
CORPORACION GEO SAB de CV 0.0%
Value ($000) $16 Shares 37,800 Est. Cost $0.61 Unrealized
CHINA PHARMA HOLDINGS INC 0.0%
Value ($000) $9 Shares 44,894 Est. Cost $0.23 Unrealized
FUSE SCIENCE INC 0.0%
Value ($000) $7 Shares 87,940 Est. Cost $0.08 Unrealized
AASTROM BIOSCIENCES, INC 0.0%
Value ($000) $6 Shares 14,000 Est. Cost $0.71 Unrealized
INDEPENDENCE ENERGY CORP 0.0%
Value ($000) $2 Shares 325,000 Est. Cost $0.01 Unrealized