CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 15, 2014

Total Value ($000): $500,947 (100.0% shares, 0.0% debt)

Holdings (267)

JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $15,077 Shares 153,484 Est. Cost $60.31 Unrealized +10.5%
GENERAL ELECTRIC CO 2.7%
Value ($000) $13,710 Shares 529,546 Est. Cost $23.32 Unrealized
JPMORGAN CHASE & CO 2.5%
Value ($000) $12,312 Shares 202,797 Est. Cost $52.79 Unrealized
EXXON MOBIL CORP 2.3%
Value ($000) $11,574 Shares 118,488 Est. Cost $90.35 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $10,727 Shares 19,985 Est. Cost $13.36 Unrealized +24.1%
CVX CHEVRON CORP 2.1%
Value ($000) $10,481 Shares 88,146 Est. Cost $67.90 Unrealized +3.6%
IBM INTL BUSINESS MACHINES CORP 2.0%
Value ($000) $10,233 Shares 53,164 Est. Cost $118.65 Unrealized -7.9%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.9%
Value ($000) $9,662 Shares 77,318 Est. Cost $110.07 Unrealized +6.2%
DU PONT E I DE NEMOURS 1.9%
Value ($000) $9,417 Shares 140,343 Est. Cost $52.50 Unrealized
CONOCOPHILLIPS 1.8%
Value ($000) $9,211 Shares 130,929 Est. Cost $60.21 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $8,134 Shares 198,435 Est. Cost $26.70 Unrealized +17.1%
INTC INTEL CORP 1.6%
Value ($000) $8,129 Shares 314,925 Est. Cost $17.18 Unrealized +8.7%
CVS CVS CAREMARK CORP 1.6%
Value ($000) $8,095 Shares 108,140 Est. Cost $37.07 Unrealized +37.9%
PEP PEPSICO INC 1.6%
Value ($000) $7,934 Shares 95,013 Est. Cost $56.00 Unrealized +1.5%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $7,332 Shares 90,969 Est. Cost $55.00 Unrealized +2.7%
VZ VERIZON COMMUNICATIONS 1.4%
Value ($000) $7,205 Shares 151,462 Est. Cost $26.63 Unrealized -2.8%
ORCL ORACLE CORP 1.2%
Value ($000) $6,186 Shares 151,211 Est. Cost $27.58 Unrealized +15.9%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $6,126 Shares 68,047 Est. Cost $59.62 Unrealized +26.6%
DIS WALT DISNEY CO 1.2%
Value ($000) $5,982 Shares 74,712 Est. Cost $56.11 Unrealized +24.2%
CISCO SYS INC 1.2%
Value ($000) $5,910 Shares 263,677 Est. Cost $20.94 Unrealized
GOOGLE INC CL C 1.2%
Value ($000) $5,839 Shares 5,239 Est. Cost $1114.53 Unrealized
AT&T INC 1.2%
Value ($000) $5,826 Shares 166,115 Est. Cost $36.47 Unrealized
D DOMINION RES INC VA NEW 1.1%
Value ($000) $5,675 Shares 79,937 Est. Cost $32.07 Unrealized +29.3%
EMC CORP-MASS 1.1%
Value ($000) $5,330 Shares 194,446 Est. Cost $23.62 Unrealized
CNI CANADIAN NATL RAILWAY CO 1.1%
Value ($000) $5,313 Shares 94,497 Est. Cost $41.89 Unrealized +6.4%
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $5,276 Shares 62,002 Est. Cost $63.45 Unrealized +1.8%
ANADARKO PETROLEUM CORP 1.0%
Value ($000) $5,118 Shares 60,383 Est. Cost $86.03 Unrealized
SO SOUTHERN CO 1.0%
Value ($000) $5,013 Shares 114,078 Est. Cost $26.63 Unrealized -5.1%
WMT WAL-MART STORES INC 1.0%
Value ($000) $4,957 Shares 64,851 Est. Cost $19.98 Unrealized -0.4%
TGT TARGET CORP 1.0%
Value ($000) $4,895 Shares 80,892 Est. Cost $43.46 Unrealized -4.2%
AEP AMERICAN ELEC PWR 1.0%
Value ($000) $4,891 Shares 96,546 Est. Cost $30.44 Unrealized +4.6%
GLW CORNING INC 1.0%
Value ($000) $4,814 Shares 231,223 Est. Cost $9.15 Unrealized +51.0%
COMCAST CORP CL A - SPL 0.9%
Value ($000) $4,601 Shares 94,346 Est. Cost $39.61 Unrealized
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $4,497 Shares 65,101 Est. Cost $24.80 Unrealized +13.7%
BRK/A BERKSHIRE HATHAWAY - A 0.9%
Value ($000) $4,496 Shares 24 Est. Cost $165023.42 Unrealized +6.4%
ALL ALLSTATE CORP 0.9%
Value ($000) $4,482 Shares 79,214 Est. Cost $37.28 Unrealized +11.4%
NSRGY NESTLE SA-SPONS ADR 0.9%
Value ($000) $4,397 Shares 58,454 Est. Cost $65.84 Unrealized
CRS CARPENTER TECHNOLOGY 0.8%
Value ($000) $4,207 Shares 63,700 Est. Cost $40.60 Unrealized +20.8%
ABBV ABBVIE INC 0.8%
Value ($000) $4,150 Shares 80,739 Est. Cost $22.37 Unrealized +40.8%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $4,115 Shares 25,116 Est. Cost $120.06 Unrealized +11.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $3,957 Shares 114,517 Est. Cost $23.17 Unrealized +13.8%
3M COMPANY 0.8%
Value ($000) $3,954 Shares 29,148 Est. Cost $106.62 Unrealized
COMCAST CORP CL A 0.8%
Value ($000) $3,900 Shares 77,943 Est. Cost $45.76 Unrealized
NOVARTIS AG ADR 0.8%
Value ($000) $3,883 Shares 45,676 Est. Cost $70.85 Unrealized
HIG HARTFORD FINANCIAL SERVICES GR 0.8%
Value ($000) $3,812 Shares 108,090 Est. Cost $22.20 Unrealized +22.1%
MET METLIFE 0.8%
Value ($000) $3,801 Shares 71,990 Est. Cost $24.56 Unrealized +26.5%
VODAFONE GROUP PLC 0.7%
Value ($000) $3,745 Shares 101,731 Est. Cost $36.81 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $3,744 Shares 38,196 Est. Cost $71.80 Unrealized -2.1%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $3,612 Shares 54,078 Est. Cost $40.19 Unrealized +18.9%
PH PARKER HANNIFIN CORP 0.7%
Value ($000) $3,547 Shares 29,630 Est. Cost $75.97 Unrealized +29.6%
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,527 Shares 42,590 Est. Cost $70.66 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $3,463 Shares 43,912 Est. Cost $45.30 Unrealized +19.2%
PNC PNC FINANCIAL SERVICES GROUP 0.7%
Value ($000) $3,383 Shares 38,887 Est. Cost $47.34 Unrealized +20.0%
VIACOM INC NEW CLASS B 0.6%
Value ($000) $3,237 Shares 38,082 Est. Cost $71.63 Unrealized
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $3,186 Shares 82,722 Est. Cost $28.89 Unrealized +6.4%
SYY SYSCO CORP 0.6%
Value ($000) $3,161 Shares 87,479 Est. Cost $24.40 Unrealized +7.0%
HEALTH CARE REIT INC 0.6%
Value ($000) $3,054 Shares 51,240 Est. Cost $62.05 Unrealized
APACHE CORP 0.6%
Value ($000) $2,779 Shares 33,500 Est. Cost $83.83 Unrealized
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,697 Shares 62,926 Est. Cost $22.41 Unrealized +22.0%
PFE PFIZER INC 0.5%
Value ($000) $2,608 Shares 81,196 Est. Cost $16.75 Unrealized +8.7%
EMN EASTMAN CHEMICAL 0.5%
Value ($000) $2,482 Shares 28,789 Est. Cost $53.37 Unrealized +6.7%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,375 Shares 24,358 Est. Cost $52.90 Unrealized +23.8%
HRL HORMEL FOODS CORP 0.5%
Value ($000) $2,365 Shares 48,000 Est. Cost $15.25 Unrealized +14.9%
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $2,337 Shares 20,001 Est. Cost $94.57 Unrealized
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $2,329 Shares 21,128 Est. Cost $63.14 Unrealized +9.9%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,326 Shares 44,774 Est. Cost $24.03 Unrealized +49.5%
AMAT APPLIED MATERIALS INC DELAWARE 0.5%
Value ($000) $2,277 Shares 111,530 Est. Cost $12.22 Unrealized +29.0%
HD HOME DEPOT INC 0.4%
Value ($000) $2,108 Shares 26,635 Est. Cost $56.05 Unrealized +7.5%
PSX PHILLIPS 66 0.4%
Value ($000) $2,105 Shares 27,318 Est. Cost $40.44 Unrealized +23.2%
HARRIS CORP DEL 0.4%
Value ($000) $2,096 Shares 28,655 Est. Cost $49.26 Unrealized
MARATHON OIL CORP 0.4%
Value ($000) $2,078 Shares 58,495 Est. Cost $34.86 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $2,072 Shares 36,499 Est. Cost $30.19 Unrealized +18.4%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $2,060 Shares 41,420 Est. Cost $27.47 Unrealized +21.7%
THE BLACKSTONE GROUP LP 0.4%
Value ($000) $1,995 Shares 60,000 Est. Cost $21.87 Unrealized
FDX FEDEX CORPORATION 0.4%
Value ($000) $1,975 Shares 14,902 Est. Cost $82.45 Unrealized +39.6%
BHP BHP BILLITON LTD SPONS 0.4%
Value ($000) $1,910 Shares 28,190 Est. Cost $58.04 Unrealized
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.4%
Value ($000) $1,905 Shares 53,241 Est. Cost $36.94 Unrealized
WALGREEN CO NEW 0.4%
Value ($000) $1,809 Shares 27,395 Est. Cost $45.21 Unrealized
DE DEERE & CO 0.4%
Value ($000) $1,763 Shares 19,417 Est. Cost $70.51 Unrealized -0.6%
V VISA INC COM CL A 0.3%
Value ($000) $1,738 Shares 8,050 Est. Cost $40.59 Unrealized +25.9%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1,707 Shares 99,237 Est. Cost $10.03 Unrealized +32.2%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,656 Shares 46,916 Est. Cost $21.30 Unrealized +16.2%
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,590 Shares 38,780 Est. Cost $42.16 Unrealized
KAYNE ANDERSON ENRGY COM 0.3%
Value ($000) $1,560 Shares 57,140 Est. Cost $29.18 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,492 Shares 12,405 Est. Cost $80.25 Unrealized +42.6%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,476 Shares 22,748 Est. Cost $43.04 Unrealized +11.3%
BED BATH & BEYOND INC 0.3%
Value ($000) $1,460 Shares 21,220 Est. Cost $70.83 Unrealized
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $1,452 Shares 16,686 Est. Cost $27.55 Unrealized +11.5%
MEDTRONIC INC 0.3%
Value ($000) $1,418 Shares 23,034 Est. Cost $51.46 Unrealized
VYX NCR CORP NEW 0.3%
Value ($000) $1,415 Shares 38,725 Est. Cost $21.11 Unrealized +0.6%
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,388 Shares 17,971 Est. Cost $45.26 Unrealized +15.9%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,388 Shares 11,225 Est. Cost $154.50 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,357 Shares 18,160 Est. Cost $70.60 Unrealized +3.0%
ROYAL DUTCH SHELL ADR B 0.3%
Value ($000) $1,355 Shares 17,347 Est. Cost $66.37 Unrealized
OXY OCCIDENTAL PETE 0.3%
Value ($000) $1,344 Shares 14,101 Est. Cost $57.86 Unrealized +8.0%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,314 Shares 13,525 Est. Cost $58.29 Unrealized +22.5%
KRAFT FOODS GROUP INC 0.3%
Value ($000) $1,313 Shares 23,404 Est. Cost $55.88 Unrealized
VGSTX VANGUARD STAR FUND STAR PORTFO 0.3%
Value ($000) $1,291 Shares 52,908 Est. Cost $22.49 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $1,266 Shares 11,501 Est. Cost $52.12 Unrealized +63.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,242 Shares 13,394 Est. Cost $53.24 Unrealized +21.5%
AFL AFLAC INC 0.2%
Value ($000) $1,237 Shares 19,615 Est. Cost $20.11 Unrealized +19.3%
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $1,219 Shares 40,763 Est. Cost $16.79 Unrealized +18.7%
NKE NIKE INC - B 0.2%
Value ($000) $1,180 Shares 15,980 Est. Cost $27.17 Unrealized +19.8%
EATON CORP 0.2%
Value ($000) $1,158 Shares 15,420 Est. Cost $67.25 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,148 Shares 11,000 Est. Cost $65.69 Unrealized +17.5%
BAX BAXTER INTL INC 0.2%
Value ($000) $1,140 Shares 15,495 Est. Cost $30.28 Unrealized +0.2%
XYL XYLEM INC 0.2%
Value ($000) $1,130 Shares 31,040 Est. Cost $23.32 Unrealized +34.5%
ENSCO PLC CLASS A ORD 0.2%
Value ($000) $1,128 Shares 21,374 Est. Cost $56.80 Unrealized
JOHNSON CONTROLS INC 0.2%
Value ($000) $1,115 Shares 23,565 Est. Cost $36.11 Unrealized
PST PROSHARES ULTRASHORT 7-10 YEAR 0.2%
Value ($000) $1,107 Shares 38,885 Est. Cost $28.02 Unrealized
GM GENERAL MOTORS CORP 0.2%
Value ($000) $1,079 Shares 31,346 Est. Cost $28.15 Unrealized -2.6%
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $1,037 Shares 9,525 Est. Cost $56.44 Unrealized +41.9%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,018 Shares 12,512 Est. Cost $50.51 Unrealized +21.3%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,015 Shares 12,393 Est. Cost $48.10 Unrealized -7.0%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $1,014 Shares 12,988 Est. Cost $66.42 Unrealized
L-3 COMMNCTNS HLDGS 0.2%
Value ($000) $1,010 Shares 8,550 Est. Cost $85.71 Unrealized
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $1,000 Shares 6,460 Est. Cost $127.24 Unrealized
ONEOK PARTNERS L.P 0.2%
Value ($000) $990 Shares 18,490 Est. Cost $57.39 Unrealized
SGENX FIRST EAGLE GLOBAL FUND 0.2%
Value ($000) $931 Shares 16,891 Est. Cost $52.13 Unrealized
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $927 Shares 20,135 Est. Cost $42.43 Unrealized
BA BOEING CO 0.2%
Value ($000) $880 Shares 7,016 Est. Cost $82.61 Unrealized +35.2%
AME AMETEK INC NEW 0.2%
Value ($000) $860 Shares 16,700 Est. Cost $38.40 Unrealized +24.4%
DOW CHEM CO COM 0.2%
Value ($000) $835 Shares 17,182 Est. Cost $31.84 Unrealized
ALCOA INC 0.2%
Value ($000) $824 Shares 64,000 Est. Cost $7.82 Unrealized
ALTRIA GROUP INC 0.2%
Value ($000) $818 Shares 21,864 Est. Cost $34.40 Unrealized
TBT PROSHARES ULTRASHORT 20+ YEAR 0.2%
Value ($000) $818 Shares 12,105 Est. Cost $66.57 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $814 Shares 17,111 Est. Cost $33.27 Unrealized +11.4%
KO COCA-COLA CO 0.2%
Value ($000) $812 Shares 21,010 Est. Cost $25.74 Unrealized +3.2%
TIFFANY & CO NEW 0.2%
Value ($000) $797 Shares 9,247 Est. Cost $73.77 Unrealized
EXELON CORP 0.2%
Value ($000) $790 Shares 23,550 Est. Cost $30.52 Unrealized
AVT AVNET INC 0.2%
Value ($000) $788 Shares 16,945 Est. Cost $25.89 Unrealized +28.4%
EWH ISHARES MSCI HONG KONG INDEX 0.2%
Value ($000) $752 Shares 38,000 Est. Cost $19.85 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $746 Shares 6,375 Est. Cost $78.11 Unrealized +17.0%
FCNTX FIDELITY CONTRAFUND COM 0.1%
Value ($000) $741 Shares 7,751 Est. Cost $85.63 Unrealized
GEF GREIF BROS CORP CLASS A 0.1%
Value ($000) $724 Shares 13,800 Est. Cost $31.80 Unrealized +3.9%
INDY ISHARES CNX INDIA 50 INDEX 0.1%
Value ($000) $715 Shares 27,785 Est. Cost $24.07 Unrealized
KINDER MORGAN ENERGY PARTNE 0.1%
Value ($000) $686 Shares 9,277 Est. Cost $89.06 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $677 Shares 9,754 Est. Cost $62.08 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $676 Shares 14,702 Est. Cost $23.49 Unrealized +27.3%
BP BP PLC SPONS ADR 0.1%
Value ($000) $662 Shares 13,765 Est. Cost $42.57 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $659 Shares 28,729 Est. Cost $12.47 Unrealized +17.2%
SPY SPDR S&P 500 INDEX 0.1%
Value ($000) $659 Shares 3,523 Est. Cost $159.13 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $655 Shares 9,194 Est. Cost $67.52 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $650 Shares 12,545 Est. Cost $31.98 Unrealized +3.1%
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $636 Shares 9,441 Est. Cost $42.00 Unrealized -4.5%
DEO DIAGEO PLC NEW 0.1%
Value ($000) $613 Shares 4,923 Est. Cost $115.02 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $612 Shares 3,752 Est. Cost $74.86 Unrealized +51.4%
ROYAL DUTCH SHELL ADR A 0.1%
Value ($000) $610 Shares 8,353 Est. Cost $64.11 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $605 Shares 11,441 Est. Cost $39.22 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $603 Shares 6,307 Est. Cost $14.16 Unrealized +17.0%
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $602 Shares 16,291 Est. Cost $34.48 Unrealized
AETNA INC NEW 0.1%
Value ($000) $589 Shares 7,850 Est. Cost $51.37 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $583 Shares 7,180 Est. Cost $56.98 Unrealized +4.2%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $557 Shares 8,475 Est. Cost $39.49 Unrealized +62.4%
LOW LOWES COS INC 0.1%
Value ($000) $556 Shares 11,378 Est. Cost $32.36 Unrealized +20.6%
FNB FNB CORP COM 0.1%
Value ($000) $546 Shares 40,758 Est. Cost $7.09 Unrealized +11.3%
CHUBB CORP 0.1%
Value ($000) $524 Shares 5,873 Est. Cost $87.62 Unrealized
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $521 Shares 10,360 Est. Cost $46.45 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $516 Shares 9,375 Est. Cost $45.79 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $506 Shares 9,291 Est. Cost $46.96 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $502 Shares 18,596 Est. Cost $25.14 Unrealized
ELME WASHINGTON REAL EST INV TR SBI 0.1%
Value ($000) $499 Shares 20,895 Est. Cost $26.85 Unrealized
AXAHY AXA-SPONS ADR 0.1%
Value ($000) $498 Shares 19,142 Est. Cost $22.12 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $492 Shares 6,520 Est. Cost $38.97 Unrealized +7.9%
WM WASTE MGMT INC 0.1%
Value ($000) $488 Shares 11,598 Est. Cost $30.86 Unrealized +6.2%
FIRSTMERIT CORP 0.1%
Value ($000) $488 Shares 23,418 Est. Cost $20.01 Unrealized
BG 4.875 PERP BUNGE LTD 4.875% 0.1%
Value ($000) $484 Shares 4,570 Est. Cost $105.91 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $479 Shares 18,505 Est. Cost $26.76 Unrealized
AQUA AMERICA INC 0.1%
Value ($000) $475 Shares 18,941 Est. Cost $30.07 Unrealized
ESBA EMPIRE STATE REALTY OP LP-ES 0.1%
Value ($000) $469 Shares 33,516 Est. Cost $13.99 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $462 Shares 13,134 Est. Cost $27.18 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $461 Shares 8,585 Est. Cost $35.55 Unrealized -1.6%
H&Q HEALTHCARE INVESTORS 0.1%
Value ($000) $446 Shares 16,400 Est. Cost $42.43 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $443 Shares 14,585 Est. Cost $19.78 Unrealized +0.6%
R RYDER SYS INC COM 0.1%
Value ($000) $430 Shares 5,379 Est. Cost $60.21 Unrealized +23.0%
UNUM GROUP 0.1%
Value ($000) $419 Shares 11,875 Est. Cost $29.38 Unrealized
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $418 Shares 22,450 Est. Cost $14.12 Unrealized
NATIONAL OILWELL VARCO COM 0.1%
Value ($000) $415 Shares 5,330 Est. Cost $78.90 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $406 Shares 11,610 Est. Cost $20.59 Unrealized +7.3%
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $405 Shares 14,516 Est. Cost $23.72 Unrealized
ALLERGAN INC 0.1%
Value ($000) $400 Shares 3,221 Est. Cost $84.10 Unrealized
BEAM INC 0.1%
Value ($000) $398 Shares 4,775 Est. Cost $63.04 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $398 Shares 31,651 Est. Cost $7.19 Unrealized +13.5%
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $396 Shares 6,299 Est. Cost $57.16 Unrealized
LANDAUER INC. 0.1%
Value ($000) $389 Shares 8,580 Est. Cost $48.54 Unrealized
TAVFX THIRD AVE TR VALUE TR 0.1%
Value ($000) $386 Shares 6,677 Est. Cost $52.84 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $384 Shares 3,570 Est. Cost $61.57 Unrealized +51.0%
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $379 Shares 2,874 Est. Cost $85.94 Unrealized
CERNER CORP 0.1%
Value ($000) $374 Shares 6,650 Est. Cost $69.46 Unrealized
META FACEBOOK INC A 0.1%
Value ($000) $368 Shares 6,110 Est. Cost $36.96 Unrealized +70.3%
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $367 Shares 8,075 Est. Cost $31.82 Unrealized +7.1%
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $366 Shares 3,150 Est. Cost $94.36 Unrealized
HAL HALLIBURTON CO HOLDINGS CO 0.1%
Value ($000) $365 Shares 6,200 Est. Cost $33.21 Unrealized +28.8%
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $360 Shares 4,780 Est. Cost $66.44 Unrealized
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $360 Shares 8,137 Est. Cost $36.02 Unrealized
MONSANTO CO. 0.1%
Value ($000) $346 Shares 3,040 Est. Cost $104.95 Unrealized
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $345 Shares 21,840 Est. Cost $12.81 Unrealized
SCHX SCHWAB US LARGE-CAP ETR 0.1%
Value ($000) $325 Shares 7,275 Est. Cost $41.46 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $324 Shares 1,720 Est. Cost $157.33 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $320 Shares 4,004 Est. Cost $71.00 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $317 Shares 3,600 Est. Cost $56.06 Unrealized +11.8%
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $316 Shares 14,445 Est. Cost $17.73 Unrealized
GLAXOSMITHKLINE PLC SP ADR 0.1%
Value ($000) $312 Shares 5,839 Est. Cost $49.93 Unrealized
PAA PLAINS ALL AMER PIPELINE 0.1%
Value ($000) $309 Shares 5,600 Est. Cost $56.43 Unrealized
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $308 Shares 12,700 Est. Cost $17.04 Unrealized +0.6%
IYW ISHARES DJ US TECHNOLOGY SECTO 0.1%
Value ($000) $308 Shares 3,387 Est. Cost $88.44 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $303 Shares 4,520 Est. Cost $38.10 Unrealized +9.4%
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.1%
Value ($000) $291 Shares 4,509 Est. Cost $59.46 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $289 Shares 39,350 Est. Cost $3.74 Unrealized
SAP SAP AG SPONSORED ADR 0.1%
Value ($000) $289 Shares 3,550 Est. Cost $73.03 Unrealized
DVA DAVITA HEALTHCARE PARTNERS I 0.1%
Value ($000) $286 Shares 4,150 Est. Cost $66.44 Unrealized 0.0%
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $279 Shares 5,076 Est. Cost $45.94 Unrealized
ITHIX HARTFORD CAPITAL APPREC-I 0.1%
Value ($000) $276 Shares 5,879 Est. Cost $38.63 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $276 Shares 2,797 Est. Cost $82.75 Unrealized
VWNEX VANGUARD/WINDSOR FD ADMIRAL SH 0.1%
Value ($000) $271 Shares 3,820 Est. Cost $57.07 Unrealized
TWCGX AMERICAN CENTY MUT FDS GROWTH 0.1%
Value ($000) $268 Shares 8,085 Est. Cost $29.45 Unrealized
APD AIR PRODS & CHEMS 0.1%
Value ($000) $268 Shares 2,250 Est. Cost $61.55 Unrealized +28.8%
SNY SANOFI 0.1%
Value ($000) $267 Shares 5,100 Est. Cost $51.38 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $266 Shares 8,460 Est. Cost $27.12 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $259 Shares 4,616 Est. Cost $40.31 Unrealized +13.9%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $259 Shares 5,500 Est. Cost $25.31 Unrealized +26.2%
VANGUARD 500 INDEX FUND 0.1%
Value ($000) $258 Shares 1,811 Est. Cost $119.44 Unrealized
FOREST LABS INC COM 0.1%
Value ($000) $256 Shares 2,770 Est. Cost $92.42 Unrealized
PBI PITNEY BOWES INC 0.1%
Value ($000) $252 Shares 9,680 Est. Cost $16.40 Unrealized +50.4%
FIDELITY GLOBAL BALANCED FD 0.0%
Value ($000) $249 Shares 9,945 Est. Cost $24.01 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value ($000) $247 Shares 1,431 Est. Cost $144.65 Unrealized
HANCOCK HORIZON DIVERSIFIED IN 0.0%
Value ($000) $245 Shares 10,706 Est. Cost $21.90 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $240 Shares 3,200 Est. Cost $29.72 Unrealized +3.6%
PRAXAIR INC 0.0%
Value ($000) $238 Shares 1,815 Est. Cost $130.03 Unrealized
VGK VANGUARD FTSE EUROPE 0.0%
Value ($000) $236 Shares 4,000 Est. Cost $54.50 Unrealized
FPACX FPA CRESCENT FUND 0.0%
Value ($000) $236 Shares 7,023 Est. Cost $30.20 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $234 Shares 4,670 Est. Cost $37.86 Unrealized -0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $233 Shares 2,340 Est. Cost $61.57 Unrealized +13.2%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $227 Shares 4,496 Est. Cost $46.86 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $226 Shares 3,012 Est. Cost $70.30 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $222 Shares 1,800 Est. Cost $86.89 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $220 Shares 3,250 Est. Cost $60.13 Unrealized +10.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $218 Shares 3,700 Est. Cost $44.54 Unrealized 0.0%
DVY ISHARES DOW JONES SELECT DIVID 0.0%
Value ($000) $217 Shares 2,965 Est. Cost $66.78 Unrealized
BSFIX BARON SMALL CAP FUND-INST 0.0%
Value ($000) $217 Shares 6,217 Est. Cost $33.15 Unrealized
NAESX VANGUARD SMALL CAP INDEX FUND 0.0%
Value ($000) $216 Shares 4,000 Est. Cost $52.75 Unrealized
T.ROWE PRICE CAPITAL APRREC 0.0%
Value ($000) $212 Shares 8,038 Est. Cost $25.63 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $212 Shares 846 Est. Cost $226.86 Unrealized
GEF/B GREIF INC CL B 0.0%
Value ($000) $211 Shares 3,600 Est. Cost $30.91 Unrealized +1.4%
NEUBERGER BERMAN LARGE CAP DIS 0.0%
Value ($000) $211 Shares 26,767 Est. Cost $7.86 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $209 Shares 5,085 Est. Cost $6.93 Unrealized 0.0%
FCX FREEPORT MCMORAN COPPER & GOLD 0.0%
Value ($000) $207 Shares 6,268 Est. Cost $25.67 Unrealized +10.9%
ABBNY ABB LTD SPONS ADR 0.0%
Value ($000) $202 Shares 7,850 Est. Cost $26.52 Unrealized
JETIX ARTIO INT'L EQUITY FUND II 0.0%
Value ($000) $200 Shares 16,108 Est. Cost $11.20 Unrealized
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $194 Shares 17,628 Est. Cost $11.26 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $189 Shares 6,529 Est. Cost $24.36 Unrealized -14.9%
ING ING GROEP NV SPONS ADR 0.0%
Value ($000) $182 Shares 12,806 Est. Cost $9.06 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $179 Shares 31,365 Est. Cost $4.18 Unrealized
F FORD MTR CO 0.0%
Value ($000) $175 Shares 11,248 Est. Cost $7.63 Unrealized +9.8%
SEQUENOM INC 0.0%
Value ($000) $170 Shares 69,550 Est. Cost $3.37 Unrealized
BOARDWALK PIPELINE PARTNERS 0.0%
Value ($000) $161 Shares 12,000 Est. Cost $30.22 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $157 Shares 10,000 Est. Cost $13.90 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) $141 Shares 11,126 Est. Cost $12.76 Unrealized
ISHARES MSCI JAPAN INDEX 0.0%
Value ($000) $140 Shares 12,346 Est. Cost $10.81 Unrealized
FLEXTRONICS INTL LTD 0.0%
Value ($000) $108 Shares 11,650 Est. Cost $7.74 Unrealized
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $107 Shares 13,000 Est. Cost $6.08 Unrealized
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $104 Shares 21,600 Est. Cost $1.17 Unrealized +2.6%
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $70 Shares 14,736 Est. Cost $5.15 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $46 Shares 17,086 Est. Cost $1.70 Unrealized
CAMACK ENERGY INC. 0.0%
Value ($000) $12 Shares 15,000 Est. Cost $0.80 Unrealized
L & L ENERGY INC. 0.0%
Value ($000) $0 Shares 93,000 Est. Cost $3.22 Unrealized