CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 14, 2014

Total Value ($000): $489,439 (100.0% shares, 0.0% debt)

Holdings (266)

GENERAL ELECTRIC CO 2.9%
Value ($000) $14,139 Shares 504,418 Est. Cost $23.19 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $12,748 Shares 139,191 Est. Cost $59.66 Unrealized +10.2%
EXXON MOBIL CORP 2.5%
Value ($000) $12,202 Shares 120,572 Est. Cost $90.35 Unrealized
JPMORGAN CHASE & CO 2.4%
Value ($000) $11,894 Shares 203,382 Est. Cost $52.79 Unrealized
CVX CHEVRON CORP 2.2%
Value ($000) $10,939 Shares 87,574 Est. Cost $67.90 Unrealized +6.8%
AAPL APPLE INC 2.2%
Value ($000) $10,690 Shares 19,054 Est. Cost $13.20 Unrealized +24.0%
IBM INTL BUSINESS MACHINES CORP 2.0%
Value ($000) $9,767 Shares 52,073 Est. Cost $118.85 Unrealized -10.5%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.9%
Value ($000) $9,279 Shares 78,268 Est. Cost $110.07 Unrealized +5.1%
CONOCOPHILLIPS 1.9%
Value ($000) $9,156 Shares 129,595 Est. Cost $60.10 Unrealized
DU PONT E I DE NEMOURS 1.9%
Value ($000) $9,080 Shares 139,758 Est. Cost $52.50 Unrealized
INTC INTEL CORP 1.7%
Value ($000) $8,171 Shares 314,831 Est. Cost $17.18 Unrealized +4.4%
PEP PEPSICO INC 1.6%
Value ($000) $7,809 Shares 94,156 Est. Cost $56.00 Unrealized +3.1%
CVS CVS CAREMARK CORP 1.6%
Value ($000) $7,713 Shares 107,769 Est. Cost $37.07 Unrealized +24.9%
VODAFONE GROUP PLC NEW 1.5%
Value ($000) $7,581 Shares 192,843 Est. Cost $28.83 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $7,451 Shares 199,179 Est. Cost $26.70 Unrealized +12.4%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $7,405 Shares 90,964 Est. Cost $55.00 Unrealized +5.5%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $6,202 Shares 68,358 Est. Cost $59.62 Unrealized +16.2%
AT&T INC 1.2%
Value ($000) $5,923 Shares 168,465 Est. Cost $36.47 Unrealized
CISCO SYS INC 1.2%
Value ($000) $5,881 Shares 262,202 Est. Cost $20.94 Unrealized
GOOGLE INC CL A 1.2%
Value ($000) $5,852 Shares 5,222 Est. Cost $895.41 Unrealized
ORCL ORACLE CORP 1.2%
Value ($000) $5,755 Shares 150,411 Est. Cost $27.58 Unrealized +4.4%
DIS WALT DISNEY CO 1.2%
Value ($000) $5,700 Shares 74,607 Est. Cost $56.11 Unrealized +9.9%
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $5,529 Shares 61,064 Est. Cost $63.43 Unrealized +5.3%
D DOMINION RES INC VA NEW 1.1%
Value ($000) $5,438 Shares 84,064 Est. Cost $32.07 Unrealized +20.7%
EMC CORP-MASS 1.1%
Value ($000) $5,408 Shares 215,031 Est. Cost $23.62 Unrealized
CNI CANADIAN NATL RAILWAY CO 1.1%
Value ($000) $5,331 Shares 93,499 Est. Cost $41.86 Unrealized +5.9%
WMT WAL-MART STORES INC 1.0%
Value ($000) $5,039 Shares 64,041 Est. Cost $19.98 Unrealized +1.8%
VZ VERIZON COMMUNICATIONS 1.0%
Value ($000) $4,853 Shares 98,749 Est. Cost $27.04 Unrealized -1.6%
COMCAST CORP CL A - SPL 1.0%
Value ($000) $4,704 Shares 94,312 Est. Cost $39.61 Unrealized
TGT TARGET CORP 1.0%
Value ($000) $4,678 Shares 73,939 Est. Cost $43.64 Unrealized +2.2%
BRK/A BERKSHIRE HATHAWAY - A 0.9%
Value ($000) $4,625 Shares 26 Est. Cost $165023.42 Unrealized +5.1%
ANADARKO PETROLEUM CORP 0.9%
Value ($000) $4,565 Shares 57,547 Est. Cost $86.10 Unrealized
AEP AMERICAN ELEC PWR 0.9%
Value ($000) $4,546 Shares 97,256 Est. Cost $30.44 Unrealized -1.8%
SO SOUTHERN CO 0.9%
Value ($000) $4,513 Shares 109,783 Est. Cost $26.69 Unrealized -8.0%
CRS CARPENTER TECHNOLOGY 0.9%
Value ($000) $4,497 Shares 72,303 Est. Cost $40.60 Unrealized +20.8%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $4,457 Shares 25,146 Est. Cost $120.06 Unrealized +8.8%
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $4,421 Shares 66,701 Est. Cost $24.80 Unrealized +9.9%
NSRGY NESTLE SA-SPONS ADR 0.9%
Value ($000) $4,393 Shares 59,699 Est. Cost $65.84 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $4,216 Shares 79,829 Est. Cost $22.26 Unrealized +36.5%
ALL ALLSTATE CORP 0.8%
Value ($000) $4,156 Shares 76,209 Est. Cost $37.12 Unrealized +10.7%
HIG HARTFORD FINANCIAL SERVICES GR 0.8%
Value ($000) $4,121 Shares 113,738 Est. Cost $22.20 Unrealized +20.4%
GLW CORNING INC 0.8%
Value ($000) $4,113 Shares 230,823 Est. Cost $9.15 Unrealized +31.6%
3M COMPANY 0.8%
Value ($000) $4,100 Shares 29,237 Est. Cost $106.62 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $4,051 Shares 41,746 Est. Cost $71.80 Unrealized -2.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $4,040 Shares 114,435 Est. Cost $23.17 Unrealized +10.2%
PH PARKER HANNIFIN CORP 0.8%
Value ($000) $3,850 Shares 29,930 Est. Cost $75.97 Unrealized +25.1%
MET METLIFE 0.8%
Value ($000) $3,848 Shares 71,366 Est. Cost $24.56 Unrealized +22.6%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $3,819 Shares 54,424 Est. Cost $40.19 Unrealized +19.9%
NOVARTIS AG ADR 0.7%
Value ($000) $3,657 Shares 45,501 Est. Cost $70.85 Unrealized
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,513 Shares 42,660 Est. Cost $70.66 Unrealized
SYY SYSCO CORP 0.7%
Value ($000) $3,195 Shares 88,517 Est. Cost $24.40 Unrealized -0.1%
QCOM QUALCOMM INC 0.6%
Value ($000) $3,180 Shares 42,832 Est. Cost $45.08 Unrealized +11.7%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $3,096 Shares 80,772 Est. Cost $28.85 Unrealized +1.3%
VIACOM INC NEW CLASS B 0.6%
Value ($000) $3,038 Shares 34,782 Est. Cost $70.36 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.6%
Value ($000) $3,014 Shares 38,847 Est. Cost $47.34 Unrealized +9.6%
APACHE CORP 0.6%
Value ($000) $2,879 Shares 33,500 Est. Cost $83.83 Unrealized
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,537 Shares 62,801 Est. Cost $22.41 Unrealized +13.2%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,412 Shares 45,389 Est. Cost $24.03 Unrealized +42.2%
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $2,279 Shares 20,031 Est. Cost $94.57 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,276 Shares 25,258 Est. Cost $52.90 Unrealized +23.0%
HEALTH CARE REIT INC 0.5%
Value ($000) $2,211 Shares 41,265 Est. Cost $62.65 Unrealized
EMN EASTMAN CHEMICAL 0.5%
Value ($000) $2,208 Shares 27,359 Est. Cost $53.18 Unrealized +1.0%
HD HOME DEPOT INC 0.5%
Value ($000) $2,207 Shares 26,799 Est. Cost $56.05 Unrealized +4.8%
FDX FEDEX CORPORATION 0.4%
Value ($000) $2,188 Shares 15,221 Est. Cost $82.45 Unrealized +36.0%
HARRIS CORP DEL 0.4%
Value ($000) $2,185 Shares 31,305 Est. Cost $49.26 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $2,167 Shares 20,743 Est. Cost $63.02 Unrealized +5.3%
HRL HORMEL FOODS CORP 0.4%
Value ($000) $2,159 Shares 47,800 Est. Cost $15.25 Unrealized +8.7%
COMCAST CORP CL A 0.4%
Value ($000) $2,151 Shares 41,392 Est. Cost $41.98 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $2,139 Shares 27,733 Est. Cost $40.44 Unrealized +7.4%
PFE PFIZER INC 0.4%
Value ($000) $2,072 Shares 67,649 Est. Cost $16.45 Unrealized +7.1%
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.4%
Value ($000) $2,041 Shares 53,201 Est. Cost $36.94 Unrealized
AMAT APPLIED MATERIALS INC DELAWARE 0.4%
Value ($000) $1,995 Shares 112,830 Est. Cost $12.22 Unrealized +21.6%
MRK MERCK & CO INC 0.4%
Value ($000) $1,870 Shares 37,365 Est. Cost $30.19 Unrealized +3.6%
THE BLACKSTONE GROUP LP 0.4%
Value ($000) $1,849 Shares 58,700 Est. Cost $21.62 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,849 Shares 40,720 Est. Cost $27.36 Unrealized +12.4%
BHP BHP BILLITON LTD SPONS 0.4%
Value ($000) $1,849 Shares 27,117 Est. Cost $57.65 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $1,793 Shares 8,050 Est. Cost $40.59 Unrealized +14.0%
DE DEERE & CO 0.4%
Value ($000) $1,765 Shares 19,327 Est. Cost $70.51 Unrealized -4.3%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,617 Shares 46,266 Est. Cost $21.25 Unrealized +14.3%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1,590 Shares 102,118 Est. Cost $10.03 Unrealized +16.5%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $1,567 Shares 17,086 Est. Cost $27.55 Unrealized -2.6%
WALGREEN CO NEW 0.3%
Value ($000) $1,556 Shares 27,095 Est. Cost $44.98 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,517 Shares 23,269 Est. Cost $43.04 Unrealized +12.5%
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,517 Shares 1,816 Est. Cost $51.54 Unrealized +34.0%
BED BATH & BEYOND INC 0.3%
Value ($000) $1,514 Shares 18,850 Est. Cost $71.09 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,497 Shares 35,816 Est. Cost $42.26 Unrealized
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,464 Shares 18,117 Est. Cost $45.26 Unrealized +13.7%
MARATHON OIL CORP 0.3%
Value ($000) $1,463 Shares 41,435 Est. Cost $34.59 Unrealized
KAYNE ANDERSON ENRGY COM 0.3%
Value ($000) $1,436 Shares 52,490 Est. Cost $29.35 Unrealized
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,412 Shares 12,160 Est. Cost $154.50 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $1,384 Shares 20,715 Est. Cost $20.11 Unrealized +22.4%
OXY OCCIDENTAL PETE 0.3%
Value ($000) $1,367 Shares 14,371 Est. Cost $57.86 Unrealized +9.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,362 Shares 12,230 Est. Cost $79.76 Unrealized +19.9%
NWL NEWELL RUBBERMAID INC 0.3%
Value ($000) $1,354 Shares 41,763 Est. Cost $16.79 Unrealized +13.2%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $1,343 Shares 11,671 Est. Cost $52.12 Unrealized +53.6%
MEDTRONIC INC 0.3%
Value ($000) $1,325 Shares 23,084 Est. Cost $51.46 Unrealized
ROYAL DUTCH SHELL ADR B 0.3%
Value ($000) $1,303 Shares 17,347 Est. Cost $66.37 Unrealized
WEYERHAEUSER CO 6 3/8% 07/01 0.3%
Value ($000) $1,281 Shares 22,865 Est. Cost $56.02 Unrealized
KRAFT FOODS GROUP INC 0.3%
Value ($000) $1,260 Shares 23,375 Est. Cost $55.88 Unrealized
NKE NIKE INC - B 0.3%
Value ($000) $1,257 Shares 15,980 Est. Cost $27.17 Unrealized +20.9%
GM GENERAL MOTORS CORP 0.3%
Value ($000) $1,248 Shares 30,533 Est. Cost $28.17 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,237 Shares 13,325 Est. Cost $58.09 Unrealized +13.1%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,220 Shares 13,354 Est. Cost $53.24 Unrealized +14.2%
JOHNSON CONTROLS INC 0.2%
Value ($000) $1,173 Shares 22,865 Est. Cost $35.77 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $1,110 Shares 32,090 Est. Cost $23.32 Unrealized +18.3%
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,070 Shares 11,000 Est. Cost $65.69 Unrealized +9.9%
ENSCO PLC CLASS A ORD 0.2%
Value ($000) $1,061 Shares 18,549 Est. Cost $57.41 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,056 Shares 12,559 Est. Cost $50.51 Unrealized +17.7%
VGSTX VANGUARD STAR FUND STAR PORTFO 0.2%
Value ($000) $1,046 Shares 43,801 Est. Cost $22.09 Unrealized
ONEOK PARTNERS L.P 0.2%
Value ($000) $1,009 Shares 19,165 Est. Cost $57.39 Unrealized
EATON CORP 0.2%
Value ($000) $998 Shares 13,115 Est. Cost $65.87 Unrealized
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $976 Shares 20,135 Est. Cost $42.43 Unrealized
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $969 Shares 6,460 Est. Cost $127.24 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $960 Shares 13,800 Est. Cost $30.27 Unrealized -3.5%
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $945 Shares 9,895 Est. Cost $56.44 Unrealized +21.7%
AME AMETEK INC NEW 0.2%
Value ($000) $932 Shares 17,700 Est. Cost $38.40 Unrealized +16.0%
L-3 COMMNCTNS HLDGS 0.2%
Value ($000) $921 Shares 8,620 Est. Cost $85.71 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $920 Shares 12,038 Est. Cost $65.50 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $912 Shares 17,511 Est. Cost $33.27 Unrealized +13.2%
KO COCA-COLA CO 0.2%
Value ($000) $901 Shares 21,809 Est. Cost $25.74 Unrealized +4.7%
VYX NCR CORP NEW 0.2%
Value ($000) $900 Shares 26,415 Est. Cost $21.05 Unrealized +5.6%
BA BOEING CO 0.2%
Value ($000) $889 Shares 6,514 Est. Cost $80.37 Unrealized +38.0%
ALTRIA GROUP INC 0.2%
Value ($000) $869 Shares 22,624 Est. Cost $34.40 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $858 Shares 9,245 Est. Cost $73.77 Unrealized
EXELON CORP 0.2%
Value ($000) $803 Shares 29,310 Est. Cost $30.52 Unrealized
EWH ISHARES MSCI HONG KONG INDEX 0.2%
Value ($000) $772 Shares 37,500 Est. Cost $19.85 Unrealized
DOW CHEM CO COM 0.2%
Value ($000) $763 Shares 17,182 Est. Cost $31.84 Unrealized
ALCOA INC 0.2%
Value ($000) $754 Shares 70,900 Est. Cost $7.82 Unrealized
FCNTX FIDELITY CONTRAFUND COM 0.2%
Value ($000) $749 Shares 7,796 Est. Cost $85.63 Unrealized
AVT AVNET INC 0.2%
Value ($000) $749 Shares 16,972 Est. Cost $25.89 Unrealized +23.2%
PST PROSHARES ULTRASHORT 7-10 YEAR 0.2%
Value ($000) $746 Shares 24,625 Est. Cost $27.76 Unrealized
ROYAL DUTCH SHELL ADR A 0.2%
Value ($000) $738 Shares 10,360 Est. Cost $64.11 Unrealized
KINDER MORGAN ENERGY PARTNE 0.2%
Value ($000) $736 Shares 9,127 Est. Cost $89.31 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $734 Shares 6,645 Est. Cost $78.11 Unrealized +9.8%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $726 Shares 34,532 Est. Cost $12.47 Unrealized +4.8%
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $725 Shares 14,702 Est. Cost $23.49 Unrealized +31.4%
GEF GREIF BROS CORP CLASS A 0.1%
Value ($000) $723 Shares 13,800 Est. Cost $31.80 Unrealized +5.3%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $711 Shares 8,161 Est. Cost $49.85 Unrealized -4.0%
TBT PROSHARES ULTRASHORT 20+ YEAR 0.1%
Value ($000) $691 Shares 8,725 Est. Cost $66.18 Unrealized
SGENX FIRST EAGLE GLOBAL FUND 0.1%
Value ($000) $683 Shares 12,732 Est. Cost $51.16 Unrealized
DEO DIAGEO PLC NEW 0.1%
Value ($000) $652 Shares 4,923 Est. Cost $115.02 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $645 Shares 9,344 Est. Cost $67.52 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $641 Shares 12,845 Est. Cost $31.98 Unrealized +2.8%
INDY ISHARES CNX INDIA 50 INDEX 0.1%
Value ($000) $634 Shares 26,985 Est. Cost $24.02 Unrealized
SPY SPDR S&P 500 INDEX 0.1%
Value ($000) $609 Shares 3,295 Est. Cost $157.20 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $598 Shares 4,025 Est. Cost $74.86 Unrealized +29.8%
BP BP PLC SPONS ADR 0.1%
Value ($000) $582 Shares 11,980 Est. Cost $41.75 Unrealized
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $581 Shares 16,306 Est. Cost $34.48 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $579 Shares 7,180 Est. Cost $56.98 Unrealized +5.7%
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $577 Shares 10,141 Est. Cost $42.00 Unrealized -9.8%
LOW LOWES COS INC 0.1%
Value ($000) $574 Shares 11,575 Est. Cost $32.36 Unrealized +20.9%
CHUBB CORP 0.1%
Value ($000) $568 Shares 5,873 Est. Cost $87.62 Unrealized
FIRSTMERIT CORP 0.1%
Value ($000) $565 Shares 25,431 Est. Cost $20.01 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $540 Shares 6,307 Est. Cost $14.16 Unrealized +8.0%
AETNA INC NEW 0.1%
Value ($000) $532 Shares 7,750 Est. Cost $51.07 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $521 Shares 7,854 Est. Cost $60.31 Unrealized
FNB FNB CORP COM 0.1%
Value ($000) $514 Shares 40,758 Est. Cost $7.09 Unrealized +10.0%
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $511 Shares 10,075 Est. Cost $46.34 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $510 Shares 9,375 Est. Cost $45.79 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $507 Shares 8,475 Est. Cost $39.49 Unrealized +39.9%
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $497 Shares 61,250 Est. Cost $3.74 Unrealized
WM WASTE MGMT INC 0.1%
Value ($000) $493 Shares 10,993 Est. Cost $30.75 Unrealized +10.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $493 Shares 6,520 Est. Cost $38.97 Unrealized +4.9%
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $492 Shares 18,488 Est. Cost $25.14 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $486 Shares 13,134 Est. Cost $27.18 Unrealized
ELME WASHINGTON REAL EST INV TR SBI 0.1%
Value ($000) $479 Shares 20,507 Est. Cost $26.90 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $477 Shares 9,791 Est. Cost $46.96 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $461 Shares 11,496 Est. Cost $39.22 Unrealized
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $455 Shares 16,700 Est. Cost $17.04 Unrealized +6.7%
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $451 Shares 18,505 Est. Cost $26.76 Unrealized
PBI PITNEY BOWES INC 0.1%
Value ($000) $451 Shares 19,360 Est. Cost $16.40 Unrealized +31.1%
UNUM GROUP 0.1%
Value ($000) $448 Shares 12,775 Est. Cost $29.38 Unrealized
AQUA AMERICA INC 0.1%
Value ($000) $447 Shares 18,941 Est. Cost $30.07 Unrealized
H&Q HEALTHCARE INVESTORS 0.1%
Value ($000) $442 Shares 16,400 Est. Cost $42.43 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $414 Shares 31,651 Est. Cost $7.19 Unrealized +11.9%
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $411 Shares 25,140 Est. Cost $12.81 Unrealized
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $411 Shares 9,725 Est. Cost $31.82 Unrealized +2.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $408 Shares 14,585 Est. Cost $19.78 Unrealized -3.6%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $405 Shares 8,715 Est. Cost $46.66 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $400 Shares 11,407 Est. Cost $20.56 Unrealized +12.8%
R RYDER SYS INC COM 0.1%
Value ($000) $399 Shares 5,403 Est. Cost $60.21 Unrealized +10.1%
LANDAUER INC. 0.1%
Value ($000) $399 Shares 7,580 Est. Cost $48.96 Unrealized
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $397 Shares 14,374 Est. Cost $23.72 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $393 Shares 7,115 Est. Cost $35.66 Unrealized +0.6%
CERNER CORP 0.1%
Value ($000) $390 Shares 7,000 Est. Cost $69.46 Unrealized
TAVFX THIRD AVE TR VALUE TR 0.1%
Value ($000) $382 Shares 6,677 Est. Cost $52.84 Unrealized
SAP SAP AG SPONSORED ADR 0.1%
Value ($000) $366 Shares 4,200 Est. Cost $73.03 Unrealized
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $365 Shares 6,299 Est. Cost $57.16 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $363 Shares 3,150 Est. Cost $94.36 Unrealized
ALLERGAN INC 0.1%
Value ($000) $358 Shares 3,221 Est. Cost $84.10 Unrealized
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $357 Shares 22,450 Est. Cost $14.12 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $355 Shares 4,715 Est. Cost $66.32 Unrealized
BOARDWALK PIPELINE PARTNERS 0.1%
Value ($000) $352 Shares 13,800 Est. Cost $30.22 Unrealized
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $350 Shares 8,137 Est. Cost $36.02 Unrealized
META FACEBOOK INC A 0.1%
Value ($000) $345 Shares 6,310 Est. Cost $36.96 Unrealized +34.9%
VNO VORNADO RLTY TR 0.1%
Value ($000) $340 Shares 3,831 Est. Cost $82.75 Unrealized
AXAHY AXA-SPONS ADR 0.1%
Value ($000) $339 Shares 12,167 Est. Cost $19.89 Unrealized
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $337 Shares 2,874 Est. Cost $85.94 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $334 Shares 3,600 Est. Cost $56.06 Unrealized +13.8%
MONSANTO CO. 0.1%
Value ($000) $329 Shares 2,820 Est. Cost $104.26 Unrealized
BEAM INC 0.1%
Value ($000) $325 Shares 4,775 Est. Cost $63.04 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $319 Shares 1,720 Est. Cost $157.33 Unrealized
HAL HALLIBURTON CO HOLDINGS CO 0.1%
Value ($000) $315 Shares 6,200 Est. Cost $33.21 Unrealized +24.3%
GLAXOSMITHKLINE PLC SP ADR 0.1%
Value ($000) $312 Shares 5,839 Est. Cost $49.93 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $310 Shares 4,004 Est. Cost $71.00 Unrealized
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $303 Shares 14,445 Est. Cost $17.73 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $300 Shares 3,570 Est. Cost $61.57 Unrealized +26.4%
IYW ISHARES DJ US TECHNOLOGY SECTO 0.1%
Value ($000) $295 Shares 3,337 Est. Cost $88.40 Unrealized
PAA PLAINS ALL AMER PIPELINE 0.1%
Value ($000) $290 Shares 5,600 Est. Cost $56.43 Unrealized
FRONTIER COMMUNICATIONS CORP 0.1%
Value ($000) $290 Shares 62,461 Est. Cost $4.18 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $280 Shares 4,520 Est. Cost $38.10 Unrealized +7.7%
ITHIX HARTFORD CAPITAL APPREC-I 0.1%
Value ($000) $274 Shares 5,879 Est. Cost $38.63 Unrealized
SNY SANOFI 0.1%
Value ($000) $274 Shares 5,100 Est. Cost $51.38 Unrealized
NATIONAL OILWELL VARCO COM 0.1%
Value ($000) $273 Shares 3,435 Est. Cost $79.48 Unrealized
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $271 Shares 5,076 Est. Cost $45.94 Unrealized
TWCGX AMERICAN CENTY MUT FDS GROWTH 0.1%
Value ($000) $264 Shares 8,085 Est. Cost $29.45 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $264 Shares 8,460 Est. Cost $27.12 Unrealized
VWNEX VANGUARD/WINDSOR FD ADMIRAL SH 0.1%
Value ($000) $262 Shares 3,820 Est. Cost $57.07 Unrealized
VANGUARD 500 INDEX FUND 0.1%
Value ($000) $256 Shares 1,818 Est. Cost $119.44 Unrealized
APD AIR PRODS & CHEMS 0.1%
Value ($000) $252 Shares 2,250 Est. Cost $61.55 Unrealized +21.6%
DHR DANAHER CORP 0.1%
Value ($000) $252 Shares 3,265 Est. Cost $29.72 Unrealized 0.0%
DVY ISHARES DOW JONES SELECT DIVID 0.1%
Value ($000) $247 Shares 3,465 Est. Cost $66.78 Unrealized
FIDELITY GLOBAL BALANCED FD 0.1%
Value ($000) $246 Shares 9,945 Est. Cost $24.01 Unrealized
HANCOCK HORIZON DIVERSIFIED IN 0.1%
Value ($000) $245 Shares 10,706 Est. Cost $21.90 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value ($000) $244 Shares 1,431 Est. Cost $144.65 Unrealized
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.0%
Value ($000) $244 Shares 3,845 Est. Cost $58.58 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $242 Shares 5,500 Est. Cost $25.31 Unrealized +18.8%
FCX FREEPORT MCMORAN COPPER & GOLD 0.0%
Value ($000) $240 Shares 6,368 Est. Cost $25.67 Unrealized +17.1%
SCHX SCHWAB US LARGE-CAP ETR 0.0%
Value ($000) $238 Shares 5,395 Est. Cost $40.34 Unrealized
PRAXAIR INC 0.0%
Value ($000) $236 Shares 1,815 Est. Cost $130.03 Unrealized
VGK VANGUARD FTSE EUROPE 0.0%
Value ($000) $235 Shares 4,000 Est. Cost $54.50 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $235 Shares 3,650 Est. Cost $60.13 Unrealized 0.0%
FPACX FPA CRESCENT FUND 0.0%
Value ($000) $231 Shares 7,023 Est. Cost $30.20 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $228 Shares 4,616 Est. Cost $40.31 Unrealized 0.0%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $222 Shares 4,496 Est. Cost $46.86 Unrealized
BSFIX BARON SMALL CAP FUND-INST 0.0%
Value ($000) $219 Shares 6,217 Est. Cost $33.15 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $215 Shares 4,220 Est. Cost $37.86 Unrealized 0.0%
NEUBERGER BERMAN LARGE CAP DIS 0.0%
Value ($000) $213 Shares 26,767 Est. Cost $7.86 Unrealized
GEF/B GREIF INC CL B 0.0%
Value ($000) $212 Shares 3,600 Est. Cost $30.91 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $212 Shares 2,340 Est. Cost $61.57 Unrealized +1.8%
NAESX VANGUARD SMALL CAP INDEX FUND 0.0%
Value ($000) $211 Shares 4,000 Est. Cost $52.75 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $209 Shares 4,269 Est. Cost $26.03 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $208 Shares 2,962 Est. Cost $70.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $207 Shares 846 Est. Cost $226.86 Unrealized
T.ROWE PRICE CAPITAL APRREC 0.0%
Value ($000) $206 Shares 8,038 Est. Cost $25.63 Unrealized
ABBNY ABB LTD SPONS ADR 0.0%
Value ($000) $203 Shares 7,650 Est. Cost $26.54 Unrealized
RIG TRANSOCEAN LTD NEW 0.0%
Value ($000) $202 Shares 4,086 Est. Cost $48.94 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $198 Shares 6,904 Est. Cost $24.36 Unrealized -7.9%
JETIX ARTIO INT'L EQUITY FUND II 0.0%
Value ($000) $194 Shares 16,108 Est. Cost $11.20 Unrealized
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $190 Shares 17,500 Est. Cost $11.26 Unrealized
ING ING GROEP NV SPONS ADR 0.0%
Value ($000) $179 Shares 12,806 Est. Cost $9.06 Unrealized
F FORD MTR CO 0.0%
Value ($000) $169 Shares 10,948 Est. Cost $7.61 Unrealized +18.4%
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $161 Shares 10,000 Est. Cost $13.90 Unrealized
ISHARES MSCI JAPAN INDEX 0.0%
Value ($000) $151 Shares 12,446 Est. Cost $10.81 Unrealized
MBFAX WELLS FARGO ADVANTAGE TOT RET 0.0%
Value ($000) $145 Shares 11,515 Est. Cost $13.20 Unrealized
FLEXTRONICS INTL LTD 0.0%
Value ($000) $143 Shares 18,450 Est. Cost $7.74 Unrealized
NUVEEN EQ PREM INC 0.0%
Value ($000) $140 Shares 11,126 Est. Cost $12.76 Unrealized
SEQUENOM INC 0.0%
Value ($000) $130 Shares 55,550 Est. Cost $3.60 Unrealized
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $111 Shares 21,600 Est. Cost $1.17 Unrealized +6.1%
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $84 Shares 13,000 Est. Cost $6.08 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $74 Shares 17,008 Est. Cost $5.15 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $25 Shares 17,086 Est. Cost $1.70 Unrealized
CHINA PHARMA HOLDINGS INC 0.0%
Value ($000) $10 Shares 29,894 Est. Cost $0.23 Unrealized
FUSE SCIENCE INC 0.0%
Value ($000) $1 Shares 57,940 Est. Cost $0.08 Unrealized
INDEPENDENCE ENERGY CORP 0.0%
Value ($000) $1 Shares 217,000 Est. Cost $0.01 Unrealized
L & L ENERGY INC. 0.0%
Value ($000) $0 Shares 93,000 Est. Cost $3.22 Unrealized