CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 14, 2014

Total Value ($000): $522,337 (100.0% shares, 0.0% debt)

Holdings (274)

JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $14,282 Shares 136,516 Est. Cost $60.31 Unrealized +21.3%
GENERAL ELECTRIC CO 2.7%
Value ($000) $13,964 Shares 531,357 Est. Cost $23.32 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $12,850 Shares 138,272 Est. Cost $17.89 Unrealized +4.3%
JPMORGAN CHASE & CO 2.3%
Value ($000) $11,876 Shares 206,114 Est. Cost $52.87 Unrealized
EXXON MOBIL CORP 2.3%
Value ($000) $11,781 Shares 117,011 Est. Cost $90.35 Unrealized
CVX CHEVRON CORP 2.2%
Value ($000) $11,585 Shares 88,739 Est. Cost $67.90 Unrealized +11.8%
CONOCOPHILLIPS 2.1%
Value ($000) $11,195 Shares 130,587 Est. Cost $60.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 1.9%
Value ($000) $10,015 Shares 79,131 Est. Cost $110.45 Unrealized +14.6%
INTC INTEL CORP 1.9%
Value ($000) $9,704 Shares 314,056 Est. Cost $17.18 Unrealized +20.4%
IBM INTL BUSINESS MACHINES CORP 1.9%
Value ($000) $9,675 Shares 53,374 Est. Cost $118.65 Unrealized -5.4%
DU PONT E I DE NEMOURS 1.8%
Value ($000) $9,178 Shares 140,243 Est. Cost $52.50 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $8,449 Shares 94,567 Est. Cost $56.00 Unrealized +8.8%
VZ VERIZON COMMUNICATIONS 1.6%
Value ($000) $8,329 Shares 170,230 Est. Cost $26.65 Unrealized +0.6%
MSFT MICROSOFT CORP 1.6%
Value ($000) $8,306 Shares 199,180 Est. Cost $26.70 Unrealized +27.2%
CVS CVS CAREMARK CORP 1.6%
Value ($000) $8,182 Shares 108,560 Est. Cost $37.07 Unrealized +48.1%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $7,170 Shares 91,233 Est. Cost $55.00 Unrealized +6.0%
CISCO SYS INC 1.3%
Value ($000) $6,601 Shares 265,642 Est. Cost $20.94 Unrealized
ANADARKO PETROLEUM CORP 1.2%
Value ($000) $6,508 Shares 59,449 Est. Cost $86.03 Unrealized
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $6,363 Shares 67,073 Est. Cost $59.62 Unrealized +28.1%
DIS WALT DISNEY CO 1.2%
Value ($000) $6,245 Shares 72,836 Est. Cost $56.11 Unrealized +30.9%
AT&T INC 1.2%
Value ($000) $6,061 Shares 171,398 Est. Cost $36.44 Unrealized
ORCL ORACLE CORP 1.2%
Value ($000) $6,039 Shares 149,011 Est. Cost $27.58 Unrealized +25.7%
CNI CANADIAN NATL RAILWAY CO 1.1%
Value ($000) $5,969 Shares 91,797 Est. Cost $41.89 Unrealized +15.3%
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $5,793 Shares 61,577 Est. Cost $63.45 Unrealized +11.1%
AEP AMERICAN ELEC PWR 1.0%
Value ($000) $5,390 Shares 96,641 Est. Cost $30.44 Unrealized +14.6%
SO SOUTHERN CO 1.0%
Value ($000) $5,219 Shares 115,005 Est. Cost $26.63 Unrealized +1.3%
EMC CORP-MASS 1.0%
Value ($000) $5,039 Shares 191,312 Est. Cost $23.62 Unrealized
COMCAST CORP CL A - SPL 1.0%
Value ($000) $5,031 Shares 94,346 Est. Cost $39.61 Unrealized
GLW CORNING INC 1.0%
Value ($000) $4,981 Shares 226,923 Est. Cost $9.15 Unrealized +71.2%
WMT WAL-MART STORES INC 0.9%
Value ($000) $4,921 Shares 65,551 Est. Cost $19.99 Unrealized +2.7%
TGT TARGET CORP 0.9%
Value ($000) $4,824 Shares 83,250 Est. Cost $43.41 Unrealized -4.1%
ALL ALLSTATE CORP 0.9%
Value ($000) $4,631 Shares 78,864 Est. Cost $37.28 Unrealized +20.4%
ABBV ABBVIE INC 0.9%
Value ($000) $4,506 Shares 79,842 Est. Cost $22.37 Unrealized +47.4%
NSRGY NESTLE SA-SPONS ADR 0.9%
Value ($000) $4,462 Shares 57,454 Est. Cost $65.84 Unrealized
D DOMINION RES INC VA NEW 0.8%
Value ($000) $4,392 Shares 61,411 Est. Cost $32.07 Unrealized +33.9%
CHD CHURCH & DWIGHT CO INC 0.8%
Value ($000) $4,326 Shares 61,851 Est. Cost $24.80 Unrealized +18.4%
3M COMPANY 0.8%
Value ($000) $4,223 Shares 29,484 Est. Cost $107.03 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $4,123 Shares 24,626 Est. Cost $120.06 Unrealized +7.2%
NOVARTIS AG ADR 0.8%
Value ($000) $4,085 Shares 45,121 Est. Cost $70.85 Unrealized
CRS CARPENTER TECHNOLOGY 0.8%
Value ($000) $4,039 Shares 63,850 Est. Cost $40.60 Unrealized +27.5%
MET METLIFE 0.8%
Value ($000) $4,038 Shares 72,675 Est. Cost $24.56 Unrealized +29.6%
HIG HARTFORD FINANCIAL SERVICES GR 0.7%
Value ($000) $3,883 Shares 108,440 Est. Cost $22.20 Unrealized +24.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $3,854 Shares 102,460 Est. Cost $23.17 Unrealized +22.2%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $3,738 Shares 56,335 Est. Cost $40.55 Unrealized +21.2%
QCOM QUALCOMM INC 0.7%
Value ($000) $3,730 Shares 47,090 Est. Cost $46.11 Unrealized +24.2%
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,704 Shares 42,805 Est. Cost $70.66 Unrealized
PH PARKER HANNIFIN CORP 0.7%
Value ($000) $3,688 Shares 29,330 Est. Cost $75.97 Unrealized +35.2%
MCD MCDONALDS CORP 0.7%
Value ($000) $3,615 Shares 35,885 Est. Cost $71.80 Unrealized +4.2%
VIACOM INC NEW CLASS B 0.7%
Value ($000) $3,485 Shares 40,182 Est. Cost $72.42 Unrealized
GOOGLE INC CL C 0.7%
Value ($000) $3,466 Shares 6,025 Est. Cost $1044.18 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.7%
Value ($000) $3,454 Shares 38,787 Est. Cost $47.34 Unrealized +26.3%
BRK/A BERKSHIRE HATHAWAY - A 0.7%
Value ($000) $3,418 Shares 18 Est. Cost $165023.42 Unrealized +15.0%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $3,383 Shares 82,722 Est. Cost $28.89 Unrealized +9.0%
HEALTH CARE REIT INC 0.6%
Value ($000) $3,303 Shares 52,700 Est. Cost $62.07 Unrealized
SYY SYSCO CORP 0.6%
Value ($000) $3,246 Shares 86,668 Est. Cost $24.40 Unrealized +10.2%
GOOGLE INC CL A 0.6%
Value ($000) $3,225 Shares 5,516 Est. Cost $584.66 Unrealized
APACHE CORP 0.6%
Value ($000) $3,119 Shares 31,000 Est. Cost $83.83 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,868 Shares 24,314 Est. Cost $52.90 Unrealized +41.5%
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,749 Shares 63,456 Est. Cost $22.41 Unrealized +24.6%
PFE PFIZER INC 0.5%
Value ($000) $2,598 Shares 87,548 Est. Cost $16.80 Unrealized +4.4%
EMN EASTMAN CHEMICAL 0.5%
Value ($000) $2,560 Shares 29,309 Est. Cost $53.50 Unrealized +13.3%
VODAFONE GROUP PLC 0.5%
Value ($000) $2,490 Shares 74,566 Est. Cost $36.81 Unrealized
HRL HORMEL FOODS CORP 0.4%
Value ($000) $2,324 Shares 47,100 Est. Cost $15.25 Unrealized +21.0%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,321 Shares 20,101 Est. Cost $94.57 Unrealized
FDX FEDEX CORPORATION 0.4%
Value ($000) $2,311 Shares 15,267 Est. Cost $83.32 Unrealized +42.2%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $2,305 Shares 20,728 Est. Cost $63.14 Unrealized +13.6%
MARATHON OIL CORP 0.4%
Value ($000) $2,276 Shares 57,014 Est. Cost $34.86 Unrealized
BG 4.875 PERP BUNGE LTD 4.875% 0.4%
Value ($000) $2,242 Shares 21,565 Est. Cost $104.38 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $2,205 Shares 27,418 Est. Cost $40.44 Unrealized +34.0%
HD HOME DEPOT INC 0.4%
Value ($000) $2,195 Shares 27,112 Est. Cost $56.12 Unrealized +7.1%
AMAT APPLIED MATERIALS INC DELAWARE 0.4%
Value ($000) $2,181 Shares 96,730 Est. Cost $12.22 Unrealized +43.9%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $2,172 Shares 41,323 Est. Cost $27.47 Unrealized +32.2%
COMCAST CORP CL A 0.4%
Value ($000) $2,151 Shares 40,079 Est. Cost $45.76 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $2,100 Shares 36,308 Est. Cost $30.19 Unrealized +25.7%
HARRIS CORP DEL 0.4%
Value ($000) $2,084 Shares 27,505 Est. Cost $49.26 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,068 Shares 42,637 Est. Cost $24.03 Unrealized +39.4%
KAYNE ANDERSON ENRGY COM 0.4%
Value ($000) $2,045 Shares 63,065 Est. Cost $29.49 Unrealized
WALGREEN CO NEW 0.4%
Value ($000) $2,031 Shares 27,395 Est. Cost $45.21 Unrealized
THE BLACKSTONE GROUP LP 0.4%
Value ($000) $2,021 Shares 60,450 Est. Cost $21.87 Unrealized
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.4%
Value ($000) $1,967 Shares 53,091 Est. Cost $36.94 Unrealized
BHP BHP BILLITON LTD SPONS 0.4%
Value ($000) $1,955 Shares 28,560 Est. Cost $58.17 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,811 Shares 41,888 Est. Cost $42.24 Unrealized
DE DEERE & CO 0.3%
Value ($000) $1,800 Shares 19,880 Est. Cost $70.59 Unrealized +5.0%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,747 Shares 46,616 Est. Cost $21.30 Unrealized +22.4%
V VISA INC COM CL A 0.3%
Value ($000) $1,696 Shares 8,050 Est. Cost $40.59 Unrealized +18.7%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,681 Shares 24,652 Est. Cost $43.67 Unrealized +17.3%
VYX NCR CORP NEW 0.3%
Value ($000) $1,679 Shares 47,855 Est. Cost $20.94 Unrealized -3.5%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1,555 Shares 101,203 Est. Cost $10.07 Unrealized +21.6%
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,524 Shares 19,224 Est. Cost $45.76 Unrealized +15.5%
PST PROSHARES ULTRASHORT 7-10 YEAR 0.3%
Value ($000) $1,510 Shares 55,950 Est. Cost $27.71 Unrealized
ROYAL DUTCH SHELL ADR B 0.3%
Value ($000) $1,508 Shares 17,337 Est. Cost $66.37 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,482 Shares 12,555 Est. Cost $80.65 Unrealized +40.7%
OXY OCCIDENTAL PETE 0.3%
Value ($000) $1,417 Shares 13,806 Est. Cost $57.86 Unrealized +14.4%
MEDTRONIC INC 0.3%
Value ($000) $1,407 Shares 22,064 Est. Cost $51.46 Unrealized
KRAFT FOODS GROUP INC 0.3%
Value ($000) $1,406 Shares 23,461 Est. Cost $55.88 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $1,404 Shares 11,701 Est. Cost $52.72 Unrealized +66.1%
EATON CORP 0.3%
Value ($000) $1,395 Shares 18,075 Est. Cost $68.71 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,352 Shares 13,125 Est. Cost $58.29 Unrealized +30.4%
VGSTX VANGUARD STAR FUND STAR PORTFO 0.3%
Value ($000) $1,342 Shares 53,461 Est. Cost $22.51 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,334 Shares 18,160 Est. Cost $70.60 Unrealized -1.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,330 Shares 14,304 Est. Cost $54.03 Unrealized +21.6%
BED BATH & BEYOND INC 0.3%
Value ($000) $1,317 Shares 22,960 Est. Cost $69.81 Unrealized
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,309 Shares 10,225 Est. Cost $154.50 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $1,261 Shares 20,265 Est. Cost $20.22 Unrealized +17.1%
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $1,246 Shares 40,213 Est. Cost $16.79 Unrealized +15.1%
NKE NIKE INC - B 0.2%
Value ($000) $1,239 Shares 15,980 Est. Cost $27.17 Unrealized +18.3%
MPC MARATHON PETROLEUM CORP 0.2%
Value ($000) $1,223 Shares 15,661 Est. Cost $27.55 Unrealized +13.1%
GM GENERAL MOTORS CORP 0.2%
Value ($000) $1,202 Shares 33,125 Est. Cost $28.05 Unrealized -6.3%
ENSCO PLC CLASS A ORD 0.2%
Value ($000) $1,181 Shares 21,249 Est. Cost $56.80 Unrealized
JOHNSON CONTROLS INC 0.2%
Value ($000) $1,177 Shares 23,565 Est. Cost $36.11 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $1,172 Shares 29,990 Est. Cost $23.32 Unrealized +38.3%
BAX BAXTER INTL INC 0.2%
Value ($000) $1,144 Shares 15,825 Est. Cost $30.33 Unrealized +7.8%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,109 Shares 12,665 Est. Cost $50.69 Unrealized +29.1%
AXAHY AXA-SPONS ADR 0.2%
Value ($000) $1,092 Shares 45,537 Est. Cost $23.20 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,071 Shares 11,000 Est. Cost $65.69 Unrealized +13.2%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $1,066 Shares 13,163 Est. Cost $66.62 Unrealized
ONEOK PARTNERS L.P 0.2%
Value ($000) $1,056 Shares 18,015 Est. Cost $57.39 Unrealized
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $1,044 Shares 6,425 Est. Cost $127.24 Unrealized
L-3 COMMNCTNS HLDGS 0.2%
Value ($000) $1,017 Shares 8,425 Est. Cost $85.71 Unrealized
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $999 Shares 8,575 Est. Cost $56.44 Unrealized +56.9%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $977 Shares 11,593 Est. Cost $48.10 Unrealized +0.3%
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $946 Shares 19,985 Est. Cost $42.43 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $942 Shares 9,398 Est. Cost $74.20 Unrealized
TBT PROSHARES ULTRASHORT 20+ YEAR 0.2%
Value ($000) $927 Shares 15,261 Est. Cost $65.37 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $913 Shares 42,744 Est. Cost $13.07 Unrealized +9.3%
BA BOEING CO 0.2%
Value ($000) $909 Shares 7,142 Est. Cost $83.14 Unrealized +35.4%
DOW CHEM CO COM 0.2%
Value ($000) $884 Shares 17,182 Est. Cost $31.84 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $874 Shares 20,637 Est. Cost $25.74 Unrealized +9.2%
AME AMETEK INC NEW 0.2%
Value ($000) $873 Shares 16,700 Est. Cost $38.40 Unrealized +26.5%
EPD ENTERPRISE PRODS PARTNERS L P 0.2%
Value ($000) $862 Shares 11,004 Est. Cost $63.93 Unrealized
SGENX FIRST EAGLE GLOBAL FUND 0.2%
Value ($000) $849 Shares 14,891 Est. Cost $52.13 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $843 Shares 17,891 Est. Cost $33.36 Unrealized +6.1%
KINDER MORGAN ENERGY PARTNE 0.2%
Value ($000) $837 Shares 10,177 Est. Cost $88.45 Unrealized
ALTRIA GROUP INC 0.2%
Value ($000) $836 Shares 19,930 Est. Cost $34.40 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $825 Shares 6,975 Est. Cost $79.54 Unrealized +19.1%
INDY ISHARES CNX INDIA 50 INDEX 0.2%
Value ($000) $818 Shares 28,245 Est. Cost $24.15 Unrealized
FCNTX FIDELITY CONTRAFUND COM 0.2%
Value ($000) $815 Shares 8,201 Est. Cost $86.38 Unrealized
ELME WASHINGTON REAL EST INV TR SBI 0.2%
Value ($000) $813 Shares 31,282 Est. Cost $26.56 Unrealized
EWH ISHARES MSCI HONG KONG INDEX 0.2%
Value ($000) $793 Shares 38,000 Est. Cost $19.85 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $779 Shares 14,764 Est. Cost $43.26 Unrealized
ALCOA INC 0.1%
Value ($000) $774 Shares 52,000 Est. Cost $7.82 Unrealized
AVT AVNET INC 0.1%
Value ($000) $752 Shares 16,972 Est. Cost $25.89 Unrealized +32.3%
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $714 Shares 14,152 Est. Cost $23.49 Unrealized +31.8%
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $714 Shares 10,041 Est. Cost $42.13 Unrealized +4.7%
GIS GENERAL MILLS INC 0.1%
Value ($000) $706 Shares 13,445 Est. Cost $32.23 Unrealized +11.0%
DVA DAVITA HEALTHCARE PARTNERS I 0.1%
Value ($000) $698 Shares 9,650 Est. Cost $68.20 Unrealized +2.0%
DUKE ENERGY CORP 0.1%
Value ($000) $678 Shares 9,144 Est. Cost $67.52 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $646 Shares 12,316 Est. Cost $40.16 Unrealized
SPY SPDR S&P 500 INDEX 0.1%
Value ($000) $643 Shares 3,286 Est. Cost $159.13 Unrealized
AETNA INC NEW 0.1%
Value ($000) $636 Shares 7,850 Est. Cost $51.37 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $636 Shares 6,207 Est. Cost $14.16 Unrealized +26.6%
LAM RESEARCH CORP COM 0.1%
Value ($000) $634 Shares 9,375 Est. Cost $45.79 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $631 Shares 7,180 Est. Cost $56.98 Unrealized +11.4%
DEO DIAGEO PLC NEW 0.1%
Value ($000) $627 Shares 4,923 Est. Cost $115.02 Unrealized
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $626 Shares 14,727 Est. Cost $34.48 Unrealized
M MACYS INC COM 0.1%
Value ($000) $621 Shares 10,700 Est. Cost $58.04 Unrealized 0.0%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $613 Shares 8,475 Est. Cost $39.49 Unrealized +63.3%
VCSH VANGUARD S/T CORP BOND ETF 0.1%
Value ($000) $602 Shares 7,485 Est. Cost $80.43 Unrealized
ROYAL DUTCH SHELL ADR A 0.1%
Value ($000) $592 Shares 7,187 Est. Cost $64.11 Unrealized
GEF GREIF BROS CORP CLASS A 0.1%
Value ($000) $584 Shares 10,700 Est. Cost $31.80 Unrealized +9.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $555 Shares 3,452 Est. Cost $74.86 Unrealized +58.0%
WM WASTE MGMT INC 0.1%
Value ($000) $548 Shares 12,252 Est. Cost $31.04 Unrealized +10.6%
LOW LOWES COS INC 0.1%
Value ($000) $546 Shares 11,382 Est. Cost $32.36 Unrealized +16.9%
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $544 Shares 10,405 Est. Cost $46.45 Unrealized
CHUBB CORP 0.1%
Value ($000) $540 Shares 5,863 Est. Cost $87.62 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $537 Shares 5,910 Est. Cost $90.86 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $536 Shares 9,280 Est. Cost $35.61 Unrealized +2.3%
YUM YUM BRANDS INC 0.1%
Value ($000) $529 Shares 6,520 Est. Cost $38.97 Unrealized +14.6%
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $527 Shares 8,991 Est. Cost $46.96 Unrealized
FNB FNB CORP COM 0.1%
Value ($000) $523 Shares 40,758 Est. Cost $7.09 Unrealized +13.6%
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.1%
Value ($000) $517 Shares 2,859 Est. Cost $162.72 Unrealized
NATIONAL OILWELL VARCO COM 0.1%
Value ($000) $514 Shares 6,240 Est. Cost $79.41 Unrealized
AQUA AMERICA INC 0.1%
Value ($000) $497 Shares 18,941 Est. Cost $30.07 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $497 Shares 11,662 Est. Cost $20.59 Unrealized +26.3%
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $488 Shares 17,488 Est. Cost $25.14 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $485 Shares 18,555 Est. Cost $26.76 Unrealized
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $484 Shares 22,450 Est. Cost $14.12 Unrealized
LANDAUER INC. 0.1%
Value ($000) $482 Shares 11,480 Est. Cost $46.88 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $474 Shares 5,380 Est. Cost $60.21 Unrealized +39.1%
FIRSTMERIT CORP 0.1%
Value ($000) $463 Shares 23,418 Est. Cost $20.01 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $454 Shares 14,085 Est. Cost $19.78 Unrealized +7.9%
META FACEBOOK INC A 0.1%
Value ($000) $447 Shares 6,650 Est. Cost $38.92 Unrealized +57.0%
HAL HALLIBURTON CO HOLDINGS CO 0.1%
Value ($000) $440 Shares 6,200 Est. Cost $33.21 Unrealized +55.0%
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $431 Shares 13,575 Est. Cost $27.33 Unrealized
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $426 Shares 24,840 Est. Cost $13.33 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $422 Shares 3,550 Est. Cost $97.12 Unrealized
UNUM GROUP 0.1%
Value ($000) $413 Shares 11,875 Est. Cost $29.38 Unrealized
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $405 Shares 6,299 Est. Cost $57.16 Unrealized
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $400 Shares 14,058 Est. Cost $23.72 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $392 Shares 31,651 Est. Cost $7.19 Unrealized +10.8%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $391 Shares 3,370 Est. Cost $61.57 Unrealized +77.9%
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $384 Shares 7,775 Est. Cost $31.82 Unrealized +17.1%
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $378 Shares 8,137 Est. Cost $36.02 Unrealized
TAVFX THIRD AVE TR VALUE TR 0.1%
Value ($000) $377 Shares 6,077 Est. Cost $52.84 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $373 Shares 4,780 Est. Cost $66.44 Unrealized
GLAXOSMITHKLINE PLC SP ADR 0.1%
Value ($000) $372 Shares 6,959 Est. Cost $50.50 Unrealized
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $362 Shares 2,874 Est. Cost $85.94 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $359 Shares 4,520 Est. Cost $38.10 Unrealized +28.7%
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.1%
Value ($000) $351 Shares 5,175 Est. Cost $60.53 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $350 Shares 5,635 Est. Cost $45.74 Unrealized +5.0%
CERNER CORP 0.1%
Value ($000) $343 Shares 6,650 Est. Cost $69.46 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $339 Shares 3,172 Est. Cost $85.60 Unrealized
IYW ISHARES DJ US TECHNOLOGY SECTO 0.1%
Value ($000) $338 Shares 3,487 Est. Cost $88.68 Unrealized
PAA PLAINS ALL AMER PIPELINE 0.1%
Value ($000) $336 Shares 5,600 Est. Cost $56.43 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $334 Shares 1,695 Est. Cost $157.33 Unrealized
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $332 Shares 14,445 Est. Cost $17.73 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $331 Shares 4,004 Est. Cost $71.00 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $329 Shares 3,600 Est. Cost $56.06 Unrealized +15.1%
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $327 Shares 4,718 Est. Cost $69.94 Unrealized
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $322 Shares 12,700 Est. Cost $17.04 Unrealized +4.3%
SCHX SCHWAB US LARGE-CAP ETR 0.1%
Value ($000) $316 Shares 6,738 Est. Cost $41.46 Unrealized
SNY SANOFI 0.1%
Value ($000) $314 Shares 5,900 Est. Cost $51.63 Unrealized
MONSANTO CO. 0.1%
Value ($000) $309 Shares 2,475 Est. Cost $104.95 Unrealized
GME GAMESTOP CORP NEW CL A 0.1%
Value ($000) $307 Shares 7,585 Est. Cost $7.00 Unrealized +1.9%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $304 Shares 5,570 Est. Cost $38.28 Unrealized +5.6%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $296 Shares 4,616 Est. Cost $40.31 Unrealized +31.2%
APD AIR PRODS & CHEMS 0.1%
Value ($000) $289 Shares 2,250 Est. Cost $61.55 Unrealized +36.3%
ITHIX HARTFORD CAPITAL APPREC-I 0.1%
Value ($000) $289 Shares 5,879 Est. Cost $38.63 Unrealized
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $288 Shares 5,159 Est. Cost $46.10 Unrealized
VWNEX VANGUARD/WINDSOR FD ADMIRAL SH 0.1%
Value ($000) $284 Shares 3,820 Est. Cost $57.07 Unrealized
TWCGX AMERICAN CENTY MUT FDS GROWTH 0.1%
Value ($000) $280 Shares 8,085 Est. Cost $29.45 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $276 Shares 2,540 Est. Cost $62.86 Unrealized +24.1%
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $275 Shares 8,848 Est. Cost $27.29 Unrealized
SAP SAP SE 0.1%
Value ($000) $273 Shares 3,550 Est. Cost $73.03 Unrealized
SEQUENOM INC 0.1%
Value ($000) $269 Shares 69,550 Est. Cost $3.37 Unrealized
PBI PITNEY BOWES INC 0.1%
Value ($000) $267 Shares 9,680 Est. Cost $16.40 Unrealized +62.3%
DVY ISHARES DOW JONES SELECT DIVID 0.0%
Value ($000) $261 Shares 3,390 Est. Cost $68.06 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $261 Shares 5,169 Est. Cost $27.05 Unrealized 0.0%
FIDELITY GLOBAL BALANCED FD 0.0%
Value ($000) $257 Shares 9,945 Est. Cost $24.01 Unrealized
HANCOCK HORIZON DIVERSIFIED IN 0.0%
Value ($000) $254 Shares 10,706 Est. Cost $21.90 Unrealized
PFF ISHARES S&P PREF STK INDX FN 0.0%
Value ($000) $250 Shares 6,260 Est. Cost $39.94 Unrealized
FPACX FPA CRESCENT FUND 0.0%
Value ($000) $243 Shares 7,023 Est. Cost $30.20 Unrealized
FOREST LABS INC COM 0.0%
Value ($000) $240 Shares 2,420 Est. Cost $92.42 Unrealized
VGK VANGUARD FTSE EUROPE 0.0%
Value ($000) $240 Shares 4,000 Est. Cost $54.50 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $239 Shares 5,000 Est. Cost $25.31 Unrealized +34.4%
PRAXAIR INC 0.0%
Value ($000) $234 Shares 1,765 Est. Cost $130.03 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $233 Shares 4,496 Est. Cost $46.86 Unrealized
IYF ISHARES DJ US FINANCIAL SECTOR 0.0%
Value ($000) $232 Shares 2,785 Est. Cost $83.30 Unrealized
FCX FREEPORT-MCMORAN, INC. 0.0%
Value ($000) $229 Shares 6,263 Est. Cost $25.67 Unrealized +15.2%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $226 Shares 29,850 Est. Cost $3.74 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $223 Shares 2,835 Est. Cost $29.72 Unrealized +4.6%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $221 Shares 6,829 Est. Cost $24.31 Unrealized -4.1%
BSFIX BARON SMALL CAP FUND-INST 0.0%
Value ($000) $221 Shares 6,162 Est. Cost $33.15 Unrealized
NEUBERGER BERMAN LARGE CAP DIS 0.0%
Value ($000) $219 Shares 26,767 Est. Cost $7.86 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $218 Shares 3,250 Est. Cost $60.13 Unrealized +9.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $217 Shares 834 Est. Cost $226.86 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $217 Shares 3,181 Est. Cost $68.22 Unrealized
GEF/B GREIF INC CL B 0.0%
Value ($000) $216 Shares 3,600 Est. Cost $30.91 Unrealized +6.9%
EQT EQT CORPORATION 0.0%
Value ($000) $216 Shares 2,020 Est. Cost $52.61 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $213 Shares 2,600 Est. Cost $65.19 Unrealized 0.0%
JETIX ARTIO INT'L EQUITY FUND II 0.0%
Value ($000) $210 Shares 16,108 Est. Cost $11.20 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP IN 0.0%
Value ($000) $209 Shares 5,116 Est. Cost $25.77 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $203 Shares 2,008 Est. Cost $101.10 Unrealized
NORTHWEST NAT GAS CO 0.0%
Value ($000) $201 Shares 4,256 Est. Cost $47.23 Unrealized
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $197 Shares 17,753 Est. Cost $11.26 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $186 Shares 31,788 Est. Cost $4.20 Unrealized
FSDIX FIDELITY STR DVD&INC FUND 0.0%
Value ($000) $183 Shares 12,052 Est. Cost $15.18 Unrealized
ING ING GROEP NV SPONS ADR 0.0%
Value ($000) $180 Shares 12,806 Est. Cost $9.06 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $160 Shares 10,000 Est. Cost $13.90 Unrealized
ISHARES MSCI JAPAN INDEX 0.0%
Value ($000) $152 Shares 12,646 Est. Cost $10.84 Unrealized
MBFAX WELLS FARGO ADVANTAGE TOT RET 0.0%
Value ($000) $149 Shares 11,515 Est. Cost $13.20 Unrealized
NUVEEN EQ PREM INC 0.0%
Value ($000) $146 Shares 11,126 Est. Cost $12.76 Unrealized
FKTIX FRANKLIN FEDERAL T/F INC-A 0.0%
Value ($000) $131 Shares 10,641 Est. Cost $12.31 Unrealized
FLEXTRONICS INTL LTD 0.0%
Value ($000) $129 Shares 11,650 Est. Cost $7.74 Unrealized
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $89 Shares 13,000 Est. Cost $6.08 Unrealized
FKINX FRANKLIN INCOME FUND-A 0.0%
Value ($000) $88 Shares 34,231 Est. Cost $2.57 Unrealized
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $88 Shares 21,100 Est. Cost $1.17 Unrealized -3.4%
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $85 Shares 16,986 Est. Cost $5.13 Unrealized
GRUPO MEXICO SAB DE CV-SER B 0.0%
Value ($000) $68 Shares 20,426 Est. Cost $3.33 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $47 Shares 17,086 Est. Cost $1.70 Unrealized
L & L ENERGY INC. 0.0%
Value ($000) $35 Shares 100,000 Est. Cost $3.02 Unrealized
CAMACK ENERGY INC. 0.0%
Value ($000) $10 Shares 15,000 Est. Cost $0.80 Unrealized
GREENGRO TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 16,800 Est. Cost $0.24 Unrealized
H&Q HEALTHCARE INVESTORS - RIG 0.0%
Value ($000) $0 Shares 13,900 Est. Cost Unrealized