CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 14, 2013

Total Value ($000): $450,624 (100.0% shares, 0.0% debt)

Holdings (259)

JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $12,186 Shares 140,573 Est. Cost $59.66 Unrealized +6.5%
GENERAL ELECTRIC CO 2.7%
Value ($000) $12,037 Shares 503,836 Est. Cost $23.19 Unrealized
JPMORGAN CHASE & CO 2.4%
Value ($000) $10,703 Shares 207,068 Est. Cost $52.79 Unrealized
CVX CHEVRON CORP 2.4%
Value ($000) $10,659 Shares 87,731 Est. Cost $67.90 Unrealized +7.7%
EXXON MOBIL CORP 2.4%
Value ($000) $10,641 Shares 123,678 Est. Cost $90.35 Unrealized
IBM INTL BUSINESS MACHINES CORP 2.3%
Value ($000) $10,360 Shares 55,948 Est. Cost $118.85 Unrealized -6.1%
AAPL APPLE INC 2.0%
Value ($000) $9,150 Shares 19,192 Est. Cost $13.20 Unrealized +8.1%
CONOCOPHILLIPS 2.0%
Value ($000) $9,036 Shares 129,990 Est. Cost $60.10 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 2.0%
Value ($000) $8,975 Shares 79,069 Est. Cost $110.07 Unrealized +4.8%
DU PONT E I DE NEMOURS 1.8%
Value ($000) $8,323 Shares 142,125 Est. Cost $52.50 Unrealized
PEP PEPSICO INC 1.7%
Value ($000) $7,479 Shares 94,081 Est. Cost $56.00 Unrealized +1.4%
INTC INTEL CORP 1.6%
Value ($000) $7,282 Shares 317,697 Est. Cost $17.18 Unrealized -1.6%
PG PROCTER & GAMBLE CO 1.6%
Value ($000) $7,043 Shares 93,177 Est. Cost $55.00 Unrealized +2.2%
VODAFONE GROUP PLC NEW 1.5%
Value ($000) $6,864 Shares 195,098 Est. Cost $28.83 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $6,713 Shares 201,713 Est. Cost $26.70 Unrealized +1.1%
CVS CVS CAREMARK CORP 1.4%
Value ($000) $6,086 Shares 107,250 Est. Cost $37.07 Unrealized +15.4%
CISCO SYS INC 1.3%
Value ($000) $5,985 Shares 255,430 Est. Cost $20.90 Unrealized
AT&T INC 1.3%
Value ($000) $5,727 Shares 169,340 Est. Cost $36.47 Unrealized
EMC CORP-MASS 1.2%
Value ($000) $5,607 Shares 219,359 Est. Cost $23.62 Unrealized
D DOMINION RES INC VA NEW 1.2%
Value ($000) $5,415 Shares 86,669 Est. Cost $32.07 Unrealized +10.2%
ANADARKO PETROLEUM CORP 1.2%
Value ($000) $5,367 Shares 57,717 Est. Cost $86.10 Unrealized
TRV TRAVELERS COMPANIES INC 1.2%
Value ($000) $5,213 Shares 61,492 Est. Cost $63.43 Unrealized -1.0%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $5,185 Shares 68,658 Est. Cost $59.62 Unrealized +6.1%
ORCL ORACLE CORP 1.1%
Value ($000) $5,073 Shares 152,941 Est. Cost $27.58 Unrealized -1.9%
DIS WALT DISNEY CO 1.1%
Value ($000) $4,880 Shares 75,663 Est. Cost $56.11 Unrealized +1.5%
WMT WAL-MART STORES INC 1.1%
Value ($000) $4,791 Shares 64,776 Est. Cost $19.98 Unrealized -1.0%
CNI CANADIAN NATL RAILWAY CO 1.1%
Value ($000) $4,739 Shares 46,749 Est. Cost $39.40 Unrealized +0.5%
MCD MCDONALDS CORP 1.0%
Value ($000) $4,719 Shares 49,050 Est. Cost $71.80 Unrealized -1.7%
VZ VERIZON COMMUNICATIONS 1.0%
Value ($000) $4,701 Shares 100,718 Est. Cost $27.04 Unrealized -3.4%
TGT TARGET CORP 1.0%
Value ($000) $4,632 Shares 72,391 Est. Cost $43.62 Unrealized +8.2%
BRK/A BERKSHIRE HATHAWAY - A 1.0%
Value ($000) $4,431 Shares 26 Est. Cost $165023.42 Unrealized +4.8%
SO SOUTHERN CO 1.0%
Value ($000) $4,402 Shares 106,903 Est. Cost $26.74 Unrealized -5.3%
GOOGLE INC CL A 0.9%
Value ($000) $4,272 Shares 4,877 Est. Cost $879.48 Unrealized
AEP AMERICAN ELEC PWR 0.9%
Value ($000) $4,252 Shares 98,081 Est. Cost $30.44 Unrealized -6.4%
NSRGY NESTLE SA-SPONS ADR 0.9%
Value ($000) $4,162 Shares 59,799 Est. Cost $65.84 Unrealized
COMCAST CORP CL A - SPL 0.9%
Value ($000) $4,153 Shares 95,793 Est. Cost $39.61 Unrealized
CRS CARPENTER TECHNOLOGY 0.9%
Value ($000) $4,109 Shares 70,703 Est. Cost $40.41 Unrealized +6.6%
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $4,017 Shares 66,901 Est. Cost $24.80 Unrealized +4.5%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $3,947 Shares 24,946 Est. Cost $120.06 Unrealized +5.9%
ALL ALLSTATE CORP 0.9%
Value ($000) $3,922 Shares 77,584 Est. Cost $37.12 Unrealized +3.9%
ABBV ABBVIE INC 0.8%
Value ($000) $3,727 Shares 83,315 Est. Cost $22.26 Unrealized +22.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $3,669 Shares 116,762 Est. Cost $23.17 Unrealized +2.4%
HIG HARTFORD FINANCIAL SERVICES GR 0.8%
Value ($000) $3,624 Shares 116,453 Est. Cost $22.20 Unrealized +8.7%
3M COMPANY 0.8%
Value ($000) $3,534 Shares 29,596 Est. Cost $106.62 Unrealized
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $3,528 Shares 54,529 Est. Cost $40.19 Unrealized +9.1%
MET METLIFE 0.8%
Value ($000) $3,449 Shares 73,467 Est. Cost $24.56 Unrealized +17.2%
NOVARTIS AG ADR 0.8%
Value ($000) $3,443 Shares 44,886 Est. Cost $70.72 Unrealized
GLW CORNING INC 0.7%
Value ($000) $3,332 Shares 228,373 Est. Cost $9.12 Unrealized +17.8%
PH PARKER HANNIFIN CORP 0.7%
Value ($000) $3,238 Shares 29,780 Est. Cost $75.97 Unrealized +10.3%
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,152 Shares 42,120 Est. Cost $70.51 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $2,879 Shares 42,762 Est. Cost $45.08 Unrealized +3.3%
APACHE CORP 0.6%
Value ($000) $2,873 Shares 33,750 Est. Cost $83.83 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.6%
Value ($000) $2,854 Shares 39,397 Est. Cost $47.34 Unrealized +8.4%
SYY SYSCO CORP 0.6%
Value ($000) $2,824 Shares 88,710 Est. Cost $24.40 Unrealized -1.7%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $2,759 Shares 83,139 Est. Cost $28.85 Unrealized -4.0%
VIACOM INC NEW CLASS B 0.6%
Value ($000) $2,744 Shares 32,832 Est. Cost $69.35 Unrealized
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,329 Shares 63,661 Est. Cost $22.41 Unrealized +8.6%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,232 Shares 25,258 Est. Cost $52.90 Unrealized +11.5%
HEALTH CARE REIT INC 0.5%
Value ($000) $2,151 Shares 34,490 Est. Cost $64.43 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,119 Shares 45,789 Est. Cost $24.03 Unrealized +21.6%
HD HOME DEPOT INC 0.5%
Value ($000) $2,093 Shares 27,598 Est. Cost $56.05 Unrealized +3.2%
AMAT APPLIED MATERIALS INC DELAWARE 0.5%
Value ($000) $2,034 Shares 116,030 Est. Cost $12.22 Unrealized +10.8%
HRL HORMEL FOODS CORP 0.4%
Value ($000) $2,013 Shares 47,800 Est. Cost $15.25 Unrealized +3.9%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,013 Shares 18,666 Est. Cost $93.17 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $2,005 Shares 21,278 Est. Cost $63.02 Unrealized -3.1%
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.4%
Value ($000) $1,975 Shares 53,266 Est. Cost $36.94 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,946 Shares 67,732 Est. Cost $16.45 Unrealized -0.6%
HARRIS CORP DEL 0.4%
Value ($000) $1,901 Shares 32,055 Est. Cost $49.26 Unrealized
COMCAST CORP CL A 0.4%
Value ($000) $1,884 Shares 41,763 Est. Cost $41.98 Unrealized
FDX FEDEX CORPORATION 0.4%
Value ($000) $1,860 Shares 16,296 Est. Cost $82.45 Unrealized +10.7%
BHP BHP BILLITON LTD SPONS 0.4%
Value ($000) $1,791 Shares 26,937 Est. Cost $57.65 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $1,774 Shares 37,255 Est. Cost $30.19 Unrealized +2.6%
EMN EASTMAN CHEMICAL 0.4%
Value ($000) $1,724 Shares 22,134 Est. Cost $53.06 Unrealized 0.0%
PSX PHILLIPS 66 0.4%
Value ($000) $1,711 Shares 29,590 Est. Cost $40.44 Unrealized -7.3%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,676 Shares 40,570 Est. Cost $27.36 Unrealized +10.3%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $1,584 Shares 12,360 Est. Cost $154.50 Unrealized
DE DEERE & CO 0.3%
Value ($000) $1,577 Shares 19,375 Est. Cost $70.51 Unrealized -6.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,471 Shares 15,960 Est. Cost $79.76 Unrealized +8.8%
MARATHON OIL CORP 0.3%
Value ($000) $1,454 Shares 41,685 Est. Cost $34.59 Unrealized
WALGREEN CO NEW 0.3%
Value ($000) $1,443 Shares 26,825 Est. Cost $44.85 Unrealized
BED BATH & BEYOND INC 0.3%
Value ($000) $1,435 Shares 18,550 Est. Cost $70.94 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,433 Shares 7,500 Est. Cost $40.18 Unrealized +5.4%
THE BLACKSTONE GROUP LP 0.3%
Value ($000) $1,426 Shares 57,300 Est. Cost $21.37 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1,406 Shares 101,887 Est. Cost $10.03 Unrealized +12.0%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,382 Shares 45,766 Est. Cost $21.22 Unrealized +7.3%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,375 Shares 23,194 Est. Cost $43.04 Unrealized +3.5%
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,375 Shares 33,731 Est. Cost $42.29 Unrealized
OXY OCCIDENTAL PETE 0.3%
Value ($000) $1,353 Shares 14,461 Est. Cost $57.86 Unrealized +2.4%
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,351 Shares 18,671 Est. Cost $45.26 Unrealized +6.8%
EXELON CORP 0.3%
Value ($000) $1,350 Shares 45,545 Est. Cost $30.52 Unrealized
KAYNE ANDERSON ENRGY COM 0.3%
Value ($000) $1,299 Shares 43,390 Est. Cost $29.76 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $1,290 Shares 20,815 Est. Cost $20.11 Unrealized +11.7%
MEDTRONIC INC 0.3%
Value ($000) $1,276 Shares 23,966 Est. Cost $51.46 Unrealized
KRAFT FOODS GROUP INC 0.3%
Value ($000) $1,256 Shares 23,926 Est. Cost $55.88 Unrealized
ROYAL DUTCH SHELL ADR B 0.3%
Value ($000) $1,229 Shares 17,847 Est. Cost $66.37 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,222 Shares 1,816 Est. Cost $51.54 Unrealized +13.1%
NWL NEWELL RUBBERMAID INC 0.3%
Value ($000) $1,162 Shares 42,263 Est. Cost $16.79 Unrealized +0.8%
MPC MARATHON PETROLEUM CORP 0.2%
Value ($000) $1,120 Shares 17,411 Est. Cost $27.55 Unrealized -11.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,093 Shares 13,159 Est. Cost $53.13 Unrealized +8.2%
NKE NIKE INC - B 0.2%
Value ($000) $1,074 Shares 14,780 Est. Cost $26.71 Unrealized +4.6%
AMP AMERIPRISE FINANCIAL INC 0.2%
Value ($000) $1,063 Shares 11,671 Est. Cost $52.12 Unrealized +30.7%
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,017 Shares 11,000 Est. Cost $65.69 Unrealized +6.1%
ONEOK PARTNERS L.P 0.2%
Value ($000) $1,016 Shares 19,165 Est. Cost $57.39 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $994 Shares 35,590 Est. Cost $23.32 Unrealized -2.6%
VYX NCR CORP NEW 0.2%
Value ($000) $979 Shares 24,720 Est. Cost $20.97 Unrealized +6.6%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $969 Shares 12,525 Est. Cost $57.61 Unrealized -1.1%
JOHNSON CONTROLS INC 0.2%
Value ($000) $949 Shares 22,865 Est. Cost $35.77 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $943 Shares 12,363 Est. Cost $50.37 Unrealized +8.8%
MOLYCORP INC 5.5% 3/1/14 0.2%
Value ($000) $941 Shares 46,150 Est. Cost $21.19 Unrealized
VGSTX VANGUARD STAR FUND STAR PORTFO 0.2%
Value ($000) $915 Shares 39,791 Est. Cost $21.91 Unrealized
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $912 Shares 6,555 Est. Cost $127.24 Unrealized
EATON CORP 0.2%
Value ($000) $899 Shares 13,065 Est. Cost $65.87 Unrealized
BA BOEING CO 0.2%
Value ($000) $895 Shares 7,618 Est. Cost $80.37 Unrealized +13.9%
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $893 Shares 10,205 Est. Cost $56.44 Unrealized +15.0%
C CITIGROUP INC 0.2%
Value ($000) $882 Shares 18,191 Est. Cost $33.27 Unrealized +13.1%
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $881 Shares 20,285 Est. Cost $42.43 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $872 Shares 23,029 Est. Cost $25.74 Unrealized +4.0%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $847 Shares 12,138 Est. Cost $65.50 Unrealized
L-3 COMMNCTNS HLDGS 0.2%
Value ($000) $830 Shares 8,785 Est. Cost $85.71 Unrealized
FCNTX FIDELITY CONTRAFUND COM 0.2%
Value ($000) $829 Shares 8,888 Est. Cost $85.63 Unrealized
AME AMETEK INC NEW 0.2%
Value ($000) $815 Shares 17,700 Est. Cost $38.40 Unrealized +8.0%
ALTRIA GROUP INC 0.2%
Value ($000) $797 Shares 23,214 Est. Cost $34.40 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $792 Shares 12,050 Est. Cost $30.42 Unrealized +2.1%
TBT PROSHARES ULTRASHORT 20+ YEAR 0.2%
Value ($000) $775 Shares 10,300 Est. Cost $66.18 Unrealized
EWH ISHARES MSCI HONG KONG INDEX 0.2%
Value ($000) $742 Shares 37,050 Est. Cost $19.84 Unrealized
PST PROSHARES ULTRASHORT 7-10 YEAR 0.2%
Value ($000) $732 Shares 25,050 Est. Cost $27.76 Unrealized
KINDER MORGAN ENERGY PARTNE 0.2%
Value ($000) $729 Shares 9,127 Est. Cost $89.31 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.2%
Value ($000) $720 Shares 16,808 Est. Cost $23.49 Unrealized +14.7%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $705 Shares 39,071 Est. Cost $12.47 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $702 Shares 8,111 Est. Cost $49.85 Unrealized -5.0%
TIFFANY & CO NEW 0.2%
Value ($000) $697 Shares 9,094 Est. Cost $73.46 Unrealized
AVT AVNET INC 0.2%
Value ($000) $686 Shares 16,450 Est. Cost $25.70 Unrealized +15.7%
ROYAL DUTCH SHELL ADR A 0.2%
Value ($000) $684 Shares 10,410 Est. Cost $64.11 Unrealized
GEF GREIF BROS CORP CLASS A 0.2%
Value ($000) $677 Shares 13,800 Est. Cost $31.80 Unrealized +7.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $665 Shares 6,646 Est. Cost $78.11 Unrealized +3.2%
SGENX FIRST EAGLE GLOBAL FUND 0.1%
Value ($000) $660 Shares 12,339 Est. Cost $51.08 Unrealized
DOW CHEM CO COM 0.1%
Value ($000) $656 Shares 17,082 Est. Cost $31.84 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $650 Shares 7,180 Est. Cost $56.98 Unrealized +10.0%
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $627 Shares 5,885 Est. Cost $94.36 Unrealized
DEO DIAGEO PLC NEW 0.1%
Value ($000) $626 Shares 4,923 Est. Cost $115.02 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $624 Shares 9,344 Est. Cost $67.52 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $623 Shares 10,141 Est. Cost $42.00 Unrealized -1.5%
INDY ISHARES CNX INDIA 50 INDEX 0.1%
Value ($000) $623 Shares 29,635 Est. Cost $24.02 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $616 Shares 12,845 Est. Cost $31.98 Unrealized +2.9%
ALCOA INC 0.1%
Value ($000) $610 Shares 75,150 Est. Cost $7.82 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $606 Shares 9,935 Est. Cost $60.31 Unrealized
SPY SPDR S&P 500 INDEX 0.1%
Value ($000) $559 Shares 3,325 Est. Cost $157.20 Unrealized
FIRSTMERIT CORP 0.1%
Value ($000) $552 Shares 25,431 Est. Cost $20.01 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $547 Shares 14,481 Est. Cost $39.22 Unrealized
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $546 Shares 15,949 Est. Cost $34.45 Unrealized
ELME WASHINGTON REAL EST INV TR SBI 0.1%
Value ($000) $536 Shares 21,205 Est. Cost $26.90 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $535 Shares 11,233 Est. Cost $32.16 Unrealized +13.2%
BP BP PLC SPONS ADR 0.1%
Value ($000) $530 Shares 12,620 Est. Cost $41.75 Unrealized
CHUBB CORP 0.1%
Value ($000) $517 Shares 5,788 Est. Cost $87.49 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $513 Shares 4,025 Est. Cost $74.86 Unrealized +14.9%
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $509 Shares 18,700 Est. Cost $17.04 Unrealized +2.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $506 Shares 6,307 Est. Cost $14.16 Unrealized +4.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $506 Shares 7,090 Est. Cost $38.97 Unrealized +5.2%
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $501 Shares 76,950 Est. Cost $3.74 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $497 Shares 18,727 Est. Cost $25.14 Unrealized
AETNA INC NEW 0.1%
Value ($000) $496 Shares 7,750 Est. Cost $51.07 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $494 Shares 10,545 Est. Cost $46.66 Unrealized
FNB FNB CORP COM 0.1%
Value ($000) $494 Shares 40,758 Est. Cost $7.09 Unrealized +9.8%
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $485 Shares 9,985 Est. Cost $46.34 Unrealized
WM WASTE MGMT INC 0.1%
Value ($000) $481 Shares 11,672 Est. Cost $30.75 Unrealized +4.1%
AQUA AMERICA INC 0.1%
Value ($000) $468 Shares 18,941 Est. Cost $30.07 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $462 Shares 9,025 Est. Cost $45.45 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $461 Shares 8,875 Est. Cost $39.49 Unrealized +20.8%
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $439 Shares 9,791 Est. Cost $46.96 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $438 Shares 17,330 Est. Cost $26.92 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $424 Shares 13,134 Est. Cost $27.18 Unrealized
BOARDWALK PIPELINE PARTNERS 0.1%
Value ($000) $419 Shares 13,800 Est. Cost $30.22 Unrealized
UNUM GROUP 0.1%
Value ($000) $418 Shares 13,725 Est. Cost $29.38 Unrealized
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $414 Shares 10,025 Est. Cost $31.82 Unrealized +0.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $403 Shares 14,585 Est. Cost $19.78 Unrealized -3.4%
CERNER CORP 0.1%
Value ($000) $394 Shares 7,500 Est. Cost $69.46 Unrealized
H&Q HEALTHCARE INVESTORS 0.1%
Value ($000) $393 Shares 16,400 Est. Cost $42.43 Unrealized
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $389 Shares 25,140 Est. Cost $12.81 Unrealized
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $386 Shares 14,311 Est. Cost $23.72 Unrealized
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $385 Shares 6,499 Est. Cost $57.16 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $370 Shares 31,651 Est. Cost $7.19 Unrealized +8.6%
TAVFX THIRD AVE TR VALUE TR 0.1%
Value ($000) $367 Shares 6,435 Est. Cost $52.68 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $359 Shares 4,761 Est. Cost $71.00 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $357 Shares 6,470 Est. Cost $35.64 Unrealized +2.0%
PBI PITNEY BOWES INC 0.1%
Value ($000) $352 Shares 19,360 Est. Cost $16.40 Unrealized 0.0%
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $348 Shares 6,900 Est. Cost $45.94 Unrealized
LANDAUER INC. 0.1%
Value ($000) $345 Shares 6,740 Est. Cost $48.50 Unrealized
SAP SAP AG SPONSORED ADR 0.1%
Value ($000) $344 Shares 4,650 Est. Cost $73.03 Unrealized
PBR PETROLEO BRASILEIRO S.A. ADR 0.1%
Value ($000) $341 Shares 22,038 Est. Cost $13.42 Unrealized
CVE CENOVUS ENERGY INC 0.1%
Value ($000) $328 Shares 10,979 Est. Cost $24.36 Unrealized -7.2%
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $328 Shares 4,715 Est. Cost $66.32 Unrealized
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $325 Shares 8,019 Est. Cost $35.91 Unrealized
META FACEBOOK INC A 0.1%
Value ($000) $324 Shares 6,450 Est. Cost $36.96 Unrealized 0.0%
R RYDER SYS INC COM 0.1%
Value ($000) $323 Shares 5,402 Est. Cost $60.21 Unrealized -0.3%
VNO VORNADO RLTY TR 0.1%
Value ($000) $322 Shares 3,831 Est. Cost $82.75 Unrealized
GLAXOSMITHKLINE PLC SP ADR 0.1%
Value ($000) $311 Shares 6,189 Est. Cost $49.93 Unrealized
BEAM INC 0.1%
Value ($000) $309 Shares 4,775 Est. Cost $63.04 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $303 Shares 8,455 Est. Cost $19.64 Unrealized +11.1%
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $302 Shares 10,178 Est. Cost $27.12 Unrealized
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $301 Shares 21,450 Est. Cost $14.03 Unrealized
FPXTX FIDELITY PA MUNI INCOME FD 0.1%
Value ($000) $301 Shares 27,699 Est. Cost $10.96 Unrealized
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $300 Shares 2,874 Est. Cost $85.94 Unrealized
HAL HALLIBURTON CO HOLDINGS CO 0.1%
Value ($000) $299 Shares 6,200 Est. Cost $33.21 Unrealized +12.4%
PAA PLAINS ALL AMER PIPELINE 0.1%
Value ($000) $295 Shares 5,600 Est. Cost $56.43 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $295 Shares 1,745 Est. Cost $157.33 Unrealized
MONSANTO CO. 0.1%
Value ($000) $294 Shares 2,820 Est. Cost $104.26 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $294 Shares 3,600 Est. Cost $56.06 Unrealized +5.9%
ALLERGAN INC 0.1%
Value ($000) $291 Shares 3,220 Est. Cost $84.10 Unrealized
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $290 Shares 14,440 Est. Cost $17.73 Unrealized
ENSCO PLC CLASS A ORD 0.1%
Value ($000) $281 Shares 5,224 Est. Cost $57.96 Unrealized
AXAHY AXA-SPONS ADR 0.1%
Value ($000) $275 Shares 11,917 Est. Cost $19.72 Unrealized
SNY SANOFI 0.1%
Value ($000) $268 Shares 5,300 Est. Cost $51.38 Unrealized
FRONTIER COMMUNICATIONS CORP 0.1%
Value ($000) $265 Shares 63,355 Est. Cost $4.18 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $261 Shares 4,520 Est. Cost $38.10 Unrealized 0.0%
ITHIX HARTFORD CAPITAL APPREC-I 0.1%
Value ($000) $259 Shares 5,877 Est. Cost $38.63 Unrealized
TWCGX AMERICAN CENTY MUT FDS GROWTH 0.1%
Value ($000) $257 Shares 8,081 Est. Cost $29.45 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $255 Shares 3,700 Est. Cost $61.57 Unrealized +7.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $254 Shares 3,040 Est. Cost $61.57 Unrealized +0.1%
FLEXTRONICS INTL LTD 0.1%
Value ($000) $252 Shares 27,750 Est. Cost $7.74 Unrealized
CNSDX INVESCO CONVERT SEC-Y 0.1%
Value ($000) $247 Shares 10,339 Est. Cost $22.48 Unrealized
VWNEX VANGUARD/WINDSOR FD ADMIRAL SH 0.1%
Value ($000) $241 Shares 3,820 Est. Cost $57.07 Unrealized
APD AIR PRODS & CHEMS 0.1%
Value ($000) $240 Shares 2,250 Est. Cost $61.55 Unrealized +13.9%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $238 Shares 5,900 Est. Cost $25.31 Unrealized +9.5%
FIDELITY GLOBAL BALANCED FD 0.1%
Value ($000) $235 Shares 9,103 Est. Cost $23.95 Unrealized
VANGUARD 500 INDEX FUND 0.1%
Value ($000) $234 Shares 1,824 Est. Cost $119.44 Unrealized
HANCOCK HORIZON DIVERSIFIED IN 0.1%
Value ($000) $233 Shares 10,638 Est. Cost $21.90 Unrealized
JANUS FUND INC 0.1%
Value ($000) $229 Shares 6,078 Est. Cost $34.22 Unrealized
NEUBERGER BERMAN LARGE CAP DIS 0.1%
Value ($000) $228 Shares 26,724 Est. Cost $7.86 Unrealized
FPACX FPA CRESCENT FUND 0.0%
Value ($000) $225 Shares 7,021 Est. Cost $30.20 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value ($000) $222 Shares 1,431 Est. Cost $144.65 Unrealized
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.0%
Value ($000) $222 Shares 3,794 Est. Cost $58.51 Unrealized
VGK VANGUARD FTSE EUROPE 0.0%
Value ($000) $218 Shares 4,000 Est. Cost $54.50 Unrealized
FCX FREEPORT MCMORAN COPPER & GOLD 0.0%
Value ($000) $211 Shares 6,368 Est. Cost $25.67 Unrealized 0.0%
SCHX SCHWAB US LARGE-CAP ETR 0.0%
Value ($000) $211 Shares 5,245 Est. Cost $40.23 Unrealized
DVY ISHARES DOW JONES SELECT DIVID 0.0%
Value ($000) $210 Shares 3,165 Est. Cost $66.35 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $209 Shares 4,150 Est. Cost $42.21 Unrealized -2.9%
BSFIX BARON SMALL CAP FUND-INST 0.0%
Value ($000) $206 Shares 6,215 Est. Cost $33.15 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $206 Shares 4,401 Est. Cost $46.81 Unrealized
EWZ ISHARES MSCI BRAZIL 25/50 CAPP 0.0%
Value ($000) $203 Shares 4,240 Est. Cost $47.88 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $201 Shares 886 Est. Cost $226.86 Unrealized
F FORD MTR CO 0.0%
Value ($000) $197 Shares 11,698 Est. Cost $7.61 Unrealized +18.6%
WU WESTERN UNION COMPANY (THE) 0.0%
Value ($000) $197 Shares 10,550 Est. Cost $17.16 Unrealized
JETIX ARTIO INT'L EQUITY FUND II 0.0%
Value ($000) $191 Shares 16,071 Est. Cost $11.20 Unrealized
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $189 Shares 17,369 Est. Cost $11.26 Unrealized
MBFAX WELLS FARGO ADVANTAGE TOT RET 0.0%
Value ($000) $147 Shares 11,515 Est. Cost $13.20 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $147 Shares 10,000 Est. Cost $13.90 Unrealized
ISHARES MSCI JAPAN INDEX 0.0%
Value ($000) $146 Shares 12,246 Est. Cost $10.79 Unrealized
ING ING GROEP NV SPONS ADR 0.0%
Value ($000) $145 Shares 12,806 Est. Cost $9.06 Unrealized
NUVEEN EQ PREM INC 0.0%
Value ($000) $134 Shares 11,126 Est. Cost $12.76 Unrealized
SEQUENOM INC 0.0%
Value ($000) $118 Shares 44,050 Est. Cost $3.93 Unrealized
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $99 Shares 22,400 Est. Cost $1.17 Unrealized -21.6%
L & L ENERGY INC. 0.0%
Value ($000) $88 Shares 70,000 Est. Cost $3.22 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $82 Shares 18,041 Est. Cost $5.15 Unrealized
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $79 Shares 13,000 Est. Cost $6.08 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $31 Shares 17,086 Est. Cost $1.70 Unrealized
CHINA PHARMA HOLDINGS INC 0.0%
Value ($000) $13 Shares 44,894 Est. Cost $0.23 Unrealized
FUSE SCIENCE INC 0.0%
Value ($000) $6 Shares 87,940 Est. Cost $0.08 Unrealized
AASTROM BIOSCIENCES, INC 0.0%
Value ($000) $4 Shares 14,000 Est. Cost $0.29 Unrealized
INDEPENDENCE ENERGY CORP 0.0%
Value ($000) $1 Shares 325,000 Est. Cost $0.01 Unrealized