CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $515,121 (100.0% shares, 0.0% debt)

Holdings (267)

JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $14,100 Shares 132,285 Est. Cost $60.31 Unrealized +25.3%
GENERAL ELECTRIC CO 2.7%
Value ($000) $13,672 Shares 533,657 Est. Cost $23.32 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $13,644 Shares 135,424 Est. Cost $17.89 Unrealized +20.9%
JPMORGAN CHASE & CO 2.4%
Value ($000) $12,470 Shares 207,003 Est. Cost $52.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 2.1%
Value ($000) $10,861 Shares 78,623 Est. Cost $110.45 Unrealized +20.6%
INTC INTEL CORP 2.1%
Value ($000) $10,600 Shares 304,426 Est. Cost $17.18 Unrealized +49.9%
CVX CHEVRON CORP 2.0%
Value ($000) $10,521 Shares 88,176 Est. Cost $67.90 Unrealized +15.6%
EXXON MOBIL CORP 2.0%
Value ($000) $10,234 Shares 108,812 Est. Cost $90.35 Unrealized
CONOCOPHILLIPS 2.0%
Value ($000) $10,097 Shares 131,948 Est. Cost $60.37 Unrealized
DU PONT E I DE NEMOURS 2.0%
Value ($000) $10,046 Shares 139,998 Est. Cost $52.50 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.9%
Value ($000) $9,920 Shares 52,257 Est. Cost $118.65 Unrealized -3.6%
MSFT MICROSOFT CORP 1.7%
Value ($000) $8,924 Shares 192,484 Est. Cost $26.70 Unrealized +41.0%
PEP PEPSICO INC 1.7%
Value ($000) $8,734 Shares 93,818 Est. Cost $56.00 Unrealized +15.9%
VZ VERIZON COMMUNICATIONS 1.7%
Value ($000) $8,715 Shares 174,330 Est. Cost $26.68 Unrealized +4.2%
CVS CVS HEALTH CORPORATION 1.7%
Value ($000) $8,538 Shares 107,276 Est. Cost $37.07 Unrealized +55.0%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $7,584 Shares 90,563 Est. Cost $55.00 Unrealized +8.6%
CISCO SYS INC 1.3%
Value ($000) $6,633 Shares 263,534 Est. Cost $20.94 Unrealized
CNI CANADIAN NATL RAILWAY CO 1.3%
Value ($000) $6,507 Shares 91,697 Est. Cost $41.89 Unrealized +34.8%
DIS WALT DISNEY CO 1.2%
Value ($000) $6,388 Shares 71,756 Est. Cost $56.11 Unrealized +41.3%
ANADARKO PETROLEUM CORP 1.2%
Value ($000) $6,077 Shares 59,910 Est. Cost $86.03 Unrealized
AT&T INC 1.2%
Value ($000) $6,042 Shares 171,448 Est. Cost $36.44 Unrealized
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $5,718 Shares 60,869 Est. Cost $63.45 Unrealized +14.3%
ORCL ORACLE CORP 1.1%
Value ($000) $5,658 Shares 147,811 Est. Cost $27.58 Unrealized +24.0%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $5,549 Shares 63,383 Est. Cost $59.62 Unrealized +28.3%
EMC CORP-MASS 1.0%
Value ($000) $5,282 Shares 180,515 Est. Cost $23.62 Unrealized
TGT TARGET CORP 1.0%
Value ($000) $5,263 Shares 83,973 Est. Cost $43.41 Unrealized -0.4%
COMCAST CORP CL A - SPL 1.0%
Value ($000) $5,034 Shares 94,096 Est. Cost $39.61 Unrealized
AEP AMERICAN ELEC PWR 1.0%
Value ($000) $5,027 Shares 96,280 Est. Cost $30.44 Unrealized +16.0%
SO SOUTHERN CO 1.0%
Value ($000) $4,969 Shares 113,848 Est. Cost $26.63 Unrealized +1.8%
WMT WAL-MART STORES INC 1.0%
Value ($000) $4,895 Shares 64,014 Est. Cost $19.99 Unrealized +1.6%
ALL ALLSTATE CORP 0.9%
Value ($000) $4,778 Shares 77,849 Est. Cost $37.28 Unrealized +25.9%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $4,601 Shares 25,066 Est. Cost $120.42 Unrealized +16.7%
ABBV ABBVIE INC 0.9%
Value ($000) $4,476 Shares 77,492 Est. Cost $22.37 Unrealized +57.2%
GLW CORNING INC 0.8%
Value ($000) $4,372 Shares 226,073 Est. Cost $9.15 Unrealized +69.0%
CHD CHURCH & DWIGHT CO INC 0.8%
Value ($000) $4,311 Shares 61,451 Est. Cost $24.80 Unrealized +17.8%
NSRGY NESTLE SA-SPONS ADR 0.8%
Value ($000) $4,212 Shares 57,204 Est. Cost $65.84 Unrealized
NOVARTIS AG ADR 0.8%
Value ($000) $4,143 Shares 44,015 Est. Cost $70.85 Unrealized
3M COMPANY 0.8%
Value ($000) $4,073 Shares 28,749 Est. Cost $107.03 Unrealized
D DOMINION RES INC VA NEW 0.8%
Value ($000) $3,994 Shares 57,802 Est. Cost $32.07 Unrealized +32.9%
HIG HARTFORD FINANCIAL SERVICES GR 0.8%
Value ($000) $3,977 Shares 106,766 Est. Cost $22.20 Unrealized +28.2%
MET METLIFE 0.8%
Value ($000) $3,965 Shares 73,813 Est. Cost $24.70 Unrealized +34.7%
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,768 Shares 42,745 Est. Cost $70.66 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $3,738 Shares 49,988 Est. Cost $46.65 Unrealized +18.8%
BRK/A BERKSHIRE HATHAWAY - A 0.7%
Value ($000) $3,724 Shares 18 Est. Cost $165023.42 Unrealized +21.1%
GOOGLE INC CL C 0.7%
Value ($000) $3,673 Shares 6,362 Est. Cost $1019.45 Unrealized
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $3,609 Shares 57,664 Est. Cost $40.72 Unrealized +17.3%
GOOGLE INC CL A 0.7%
Value ($000) $3,437 Shares 5,842 Est. Cost $584.87 Unrealized
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $3,392 Shares 81,547 Est. Cost $28.89 Unrealized +18.1%
HEALTH CARE REIT INC 0.7%
Value ($000) $3,359 Shares 53,850 Est. Cost $62.08 Unrealized
PH PARKER HANNIFIN CORP 0.6%
Value ($000) $3,348 Shares 29,330 Est. Cost $75.97 Unrealized +28.3%
PNC PNC FINANCIAL SERVICES GROUP 0.6%
Value ($000) $3,303 Shares 38,597 Est. Cost $47.34 Unrealized +26.4%
SYY SYSCO CORP 0.6%
Value ($000) $3,194 Shares 84,170 Est. Cost $24.40 Unrealized +13.0%
APACHE CORP 0.6%
Value ($000) $3,111 Shares 33,145 Est. Cost $84.48 Unrealized
VIACOM INC NEW CLASS B 0.6%
Value ($000) $3,049 Shares 39,632 Est. Cost $72.42 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $2,959 Shares 86,355 Est. Cost $23.17 Unrealized +22.2%
CRS CARPENTER TECHNOLOGY 0.5%
Value ($000) $2,702 Shares 59,850 Est. Cost $40.60 Unrealized +11.0%
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,693 Shares 64,371 Est. Cost $22.50 Unrealized +26.3%
BG 4.875 PERP BUNGE LTD 4.875% 0.5%
Value ($000) $2,669 Shares 24,540 Est. Cost $104.91 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $2,628 Shares 88,889 Est. Cost $16.81 Unrealized +3.8%
MCD MCDONALDS CORP 0.5%
Value ($000) $2,530 Shares 26,690 Est. Cost $71.80 Unrealized -0.8%
VODAFONE GROUP PLC 0.5%
Value ($000) $2,516 Shares 76,490 Est. Cost $36.71 Unrealized
FDX FEDEX CORPORATION 0.5%
Value ($000) $2,488 Shares 15,407 Est. Cost $83.32 Unrealized +54.9%
HD HOME DEPOT INC 0.5%
Value ($000) $2,476 Shares 26,990 Est. Cost $56.12 Unrealized +17.1%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,433 Shares 23,924 Est. Cost $52.90 Unrealized +50.3%
HRL HORMEL FOODS CORP 0.5%
Value ($000) $2,420 Shares 47,100 Est. Cost $15.25 Unrealized +22.7%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,235 Shares 131,060 Est. Cost $10.64 Unrealized +18.2%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $2,206 Shares 20,507 Est. Cost $63.14 Unrealized +12.2%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,197 Shares 20,801 Est. Cost $94.95 Unrealized
COMCAST CORP CL A 0.4%
Value ($000) $2,153 Shares 40,029 Est. Cost $45.76 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $2,146 Shares 26,393 Est. Cost $40.44 Unrealized +36.3%
MARATHON OIL CORP 0.4%
Value ($000) $2,143 Shares 57,014 Est. Cost $34.86 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $2,135 Shares 36,013 Est. Cost $30.19 Unrealized +30.4%
EMN EASTMAN CHEMICAL 0.4%
Value ($000) $2,131 Shares 26,344 Est. Cost $53.50 Unrealized +9.3%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $2,124 Shares 40,953 Est. Cost $27.47 Unrealized +36.2%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,100 Shares 41,041 Est. Cost $24.03 Unrealized +42.4%
KAYNE ANDERSON ENERGY COM 0.4%
Value ($000) $2,033 Shares 63,725 Est. Cost $29.51 Unrealized
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.4%
Value ($000) $2,025 Shares 52,891 Est. Cost $36.94 Unrealized
AMAT APPLIED MATERIALS INC DELAWARE 0.4%
Value ($000) $1,973 Shares 91,280 Est. Cost $12.22 Unrealized +56.9%
THE BLACKSTONE GROUP LP 0.4%
Value ($000) $1,886 Shares 59,912 Est. Cost $21.87 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,793 Shares 43,148 Est. Cost $42.22 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,780 Shares 45,966 Est. Cost $21.30 Unrealized +38.1%
HARRIS CORP DEL 0.3%
Value ($000) $1,747 Shares 26,305 Est. Cost $49.26 Unrealized
WALGREEN CO NEW 0.3%
Value ($000) $1,741 Shares 29,375 Est. Cost $46.16 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,739 Shares 8,150 Est. Cost $40.70 Unrealized +21.9%
VYX NCR CORP NEW 0.3%
Value ($000) $1,672 Shares 50,050 Est. Cost $20.91 Unrealized -3.0%
DE DEERE & CO 0.3%
Value ($000) $1,593 Shares 19,434 Est. Cost $70.59 Unrealized -1.7%
EATON CORP 0.3%
Value ($000) $1,588 Shares 25,060 Est. Cost $67.22 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,577 Shares 24,186 Est. Cost $43.67 Unrealized +16.1%
PST PROSHARES ULTRASHORT 7-10 YEAR 0.3%
Value ($000) $1,559 Shares 58,750 Est. Cost $27.65 Unrealized
BED BATH & BEYOND INC 0.3%
Value ($000) $1,514 Shares 23,000 Est. Cost $69.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,455 Shares 11,955 Est. Cost $80.65 Unrealized +45.5%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,440 Shares 12,900 Est. Cost $58.29 Unrealized +41.7%
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,437 Shares 17,294 Est. Cost $45.76 Unrealized +23.0%
NKE NIKE INC - B 0.3%
Value ($000) $1,425 Shares 15,980 Est. Cost $27.17 Unrealized +26.5%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $1,419 Shares 11,501 Est. Cost $52.72 Unrealized +83.1%
BAX BAXTER INTL INC 0.3%
Value ($000) $1,414 Shares 19,700 Est. Cost $30.94 Unrealized +8.1%
DVA DAVITA HEALTHCARE PARTNERS I 0.3%
Value ($000) $1,379 Shares 18,850 Est. Cost $70.65 Unrealized +3.6%
VGSTX VANGUARD STAR FUND STAR PORTFO 0.3%
Value ($000) $1,374 Shares 55,221 Est. Cost $22.59 Unrealized
ROYAL DUTCH SHELL ADR B 0.3%
Value ($000) $1,364 Shares 17,237 Est. Cost $66.37 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,342 Shares 18,160 Est. Cost $70.60 Unrealized +0.7%
BA BOEING CO 0.3%
Value ($000) $1,316 Shares 10,329 Est. Cost $91.20 Unrealized +19.8%
OXY OCCIDENTAL PETE 0.3%
Value ($000) $1,314 Shares 13,666 Est. Cost $57.86 Unrealized +17.6%
KRAFT FOODS GROUP INC 0.3%
Value ($000) $1,297 Shares 22,998 Est. Cost $55.88 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,297 Shares 64,794 Est. Cost $13.36 Unrealized +4.3%
AXAHY AXA-SPONS ADR 0.3%
Value ($000) $1,293 Shares 52,537 Est. Cost $23.39 Unrealized
BHP BHP BILLITON LTD SPONS 0.3%
Value ($000) $1,290 Shares 21,908 Est. Cost $58.17 Unrealized
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $1,288 Shares 15,211 Est. Cost $27.55 Unrealized +9.1%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,285 Shares 13,804 Est. Cost $54.03 Unrealized +24.2%
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $1,279 Shares 37,163 Est. Cost $16.79 Unrealized +27.8%
C CITIGROUP INC 0.2%
Value ($000) $1,228 Shares 23,697 Est. Cost $34.36 Unrealized +8.9%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,182 Shares 10,172 Est. Cost $154.50 Unrealized
GM GENERAL MOTORS CORP 0.2%
Value ($000) $1,134 Shares 35,506 Est. Cost $27.95 Unrealized -5.2%
AFL AFLAC INC 0.2%
Value ($000) $1,109 Shares 19,045 Est. Cost $20.22 Unrealized +14.9%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $1,071 Shares 13,188 Est. Cost $66.62 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,069 Shares 12,668 Est. Cost $50.69 Unrealized +30.6%
XYL XYLEM INC 0.2%
Value ($000) $1,054 Shares 29,690 Est. Cost $23.32 Unrealized +37.9%
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,050 Shares 11,000 Est. Cost $65.69 Unrealized +7.5%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,031 Shares 12,366 Est. Cost $48.09 Unrealized -0.4%
JOHNSON CONTROLS INC 0.2%
Value ($000) $1,028 Shares 23,365 Est. Cost $36.11 Unrealized
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $1,027 Shares 8,080 Est. Cost $56.44 Unrealized +68.4%
M MACYS INC COM 0.2%
Value ($000) $1,004 Shares 17,265 Est. Cost $58.51 Unrealized +1.3%
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $987 Shares 6,235 Est. Cost $127.24 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $955 Shares 9,920 Est. Cost $75.36 Unrealized
L-3 COMMNCTNS HLDGS 0.2%
Value ($000) $951 Shares 7,995 Est. Cost $85.71 Unrealized
ONEOK PARTNERS L.P 0.2%
Value ($000) $942 Shares 16,840 Est. Cost $57.39 Unrealized
TBT PROSHARES ULTRASHORT 20+ YEAR 0.2%
Value ($000) $915 Shares 16,236 Est. Cost $64.82 Unrealized
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $911 Shares 19,985 Est. Cost $42.43 Unrealized
DOW CHEM CO COM 0.2%
Value ($000) $893 Shares 17,032 Est. Cost $31.84 Unrealized
ALTRIA GROUP INC 0.2%
Value ($000) $888 Shares 19,330 Est. Cost $34.40 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.2%
Value ($000) $887 Shares 22,008 Est. Cost $52.11 Unrealized
FCNTX FIDELITY CONTRAFUND COM 0.2%
Value ($000) $842 Shares 8,326 Est. Cost $86.60 Unrealized
AME AMETEK INC NEW 0.2%
Value ($000) $839 Shares 16,700 Est. Cost $38.40 Unrealized +25.2%
INDY ISHARES CNX INDIA 50 INDEX 0.2%
Value ($000) $820 Shares 27,645 Est. Cost $24.15 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $812 Shares 19,043 Est. Cost $25.74 Unrealized +12.1%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $794 Shares 6,975 Est. Cost $79.54 Unrealized +20.3%
SGENX FIRST EAGLE GLOBAL FUND 0.1%
Value ($000) $768 Shares 13,937 Est. Cost $52.13 Unrealized
AVT AVNET INC 0.1%
Value ($000) $760 Shares 18,322 Est. Cost $26.49 Unrealized +28.4%
EWH ISHARES MSCI HONG KONG INDEX 0.1%
Value ($000) $754 Shares 37,075 Est. Cost $19.85 Unrealized
GME GAMESTOP CORP NEW CL A 0.1%
Value ($000) $750 Shares 18,195 Est. Cost $7.47 Unrealized +4.5%
ENSCO PLC CLASS A ORD 0.1%
Value ($000) $744 Shares 18,005 Est. Cost $56.80 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $743 Shares 14,152 Est. Cost $23.49 Unrealized +47.4%
ELME WASHINGTON REAL EST INV TR SBI 0.1%
Value ($000) $739 Shares 29,124 Est. Cost $26.56 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $736 Shares 16,739 Est. Cost $43.35 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $700 Shares 9,376 Est. Cost $45.79 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $684 Shares 9,144 Est. Cost $67.52 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $677 Shares 13,419 Est. Cost $32.23 Unrealized +10.0%
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $673 Shares 9,816 Est. Cost $42.13 Unrealized +10.2%
SPY SPDR S&P 500 INDEX 0.1%
Value ($000) $653 Shares 3,316 Est. Cost $159.13 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $631 Shares 3,452 Est. Cost $74.86 Unrealized +66.8%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $631 Shares 7,105 Est. Cost $56.98 Unrealized +17.5%
KINDER MORGAN ENERGY PARTNE 0.1%
Value ($000) $621 Shares 6,660 Est. Cost $88.45 Unrealized
NATIONAL OILWELL VARCO COM 0.1%
Value ($000) $613 Shares 8,050 Est. Cost $78.68 Unrealized
AETNA INC NEW 0.1%
Value ($000) $612 Shares 7,550 Est. Cost $51.37 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $608 Shares 11,316 Est. Cost $40.16 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $603 Shares 11,387 Est. Cost $32.36 Unrealized +27.3%
IP INTL PAPER CO 0.1%
Value ($000) $595 Shares 12,461 Est. Cost $27.98 Unrealized +2.3%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $586 Shares 8,475 Est. Cost $39.49 Unrealized +79.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $583 Shares 6,207 Est. Cost $14.16 Unrealized +26.6%
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $570 Shares 14,507 Est. Cost $34.48 Unrealized
DEO DIAGEO PLC NEW 0.1%
Value ($000) $565 Shares 4,892 Est. Cost $115.02 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $552 Shares 8,591 Est. Cost $46.96 Unrealized
META FACEBOOK INC A 0.1%
Value ($000) $534 Shares 6,750 Est. Cost $39.42 Unrealized +84.8%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $528 Shares 5,760 Est. Cost $90.86 Unrealized
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $523 Shares 10,626 Est. Cost $46.51 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.1%
Value ($000) $522 Shares 2,866 Est. Cost $162.72 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $520 Shares 9,180 Est. Cost $35.61 Unrealized +5.2%
WM WASTE MGMT INC 0.1%
Value ($000) $505 Shares 10,631 Est. Cost $31.04 Unrealized +17.4%
ROYAL DUTCH SHELL ADR A 0.1%
Value ($000) $493 Shares 6,472 Est. Cost $64.11 Unrealized
FNB FNB CORP COM 0.1%
Value ($000) $489 Shares 40,758 Est. Cost $7.09 Unrealized +12.7%
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $475 Shares 17,246 Est. Cost $25.14 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $466 Shares 5,181 Est. Cost $60.21 Unrealized +48.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $466 Shares 6,470 Est. Cost $38.97 Unrealized +10.1%
CHUBB CORP 0.1%
Value ($000) $462 Shares 5,077 Est. Cost $87.62 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $457 Shares 6,468 Est. Cost $70.14 Unrealized
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $452 Shares 22,450 Est. Cost $14.12 Unrealized
AQUA AMERICA INC 0.1%
Value ($000) $446 Shares 18,941 Est. Cost $30.07 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $443 Shares 14,585 Est. Cost $19.84 Unrealized +9.7%
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $442 Shares 18,480 Est. Cost $26.76 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $433 Shares 11,964 Est. Cost $20.75 Unrealized +29.8%
FIRSTMERIT CORP 0.1%
Value ($000) $412 Shares 23,418 Est. Cost $20.01 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $408 Shares 12,856 Est. Cost $27.33 Unrealized
HAL HALLIBURTON CO HOLDINGS CO 0.1%
Value ($000) $400 Shares 6,200 Est. Cost $33.21 Unrealized +66.2%
ALCOA INC 0.1%
Value ($000) $393 Shares 24,400 Est. Cost $7.82 Unrealized
AES CORP 0.1%
Value ($000) $392 Shares 27,617 Est. Cost $14.19 Unrealized
UNUM GROUP 0.1%
Value ($000) $391 Shares 11,375 Est. Cost $29.38 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $388 Shares 3,550 Est. Cost $97.12 Unrealized
CERNER CORP 0.1%
Value ($000) $378 Shares 6,350 Est. Cost $69.46 Unrealized
GEF GREIF BROS CORP CLASS A 0.1%
Value ($000) $377 Shares 8,600 Est. Cost $31.80 Unrealized +2.6%
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $377 Shares 2,874 Est. Cost $85.94 Unrealized
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $374 Shares 24,348 Est. Cost $13.33 Unrealized
LANDAUER INC. 0.1%
Value ($000) $372 Shares 11,280 Est. Cost $46.88 Unrealized
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $369 Shares 7,650 Est. Cost $31.82 Unrealized +22.5%
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $368 Shares 4,780 Est. Cost $66.44 Unrealized
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $368 Shares 8,137 Est. Cost $36.02 Unrealized
TAVFX THIRD AVE TR VALUE TR 0.1%
Value ($000) $365 Shares 6,077 Est. Cost $52.84 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $365 Shares 5,635 Est. Cost $45.74 Unrealized +12.3%
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $363 Shares 13,741 Est. Cost $23.72 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $351 Shares 31,651 Est. Cost $7.19 Unrealized +6.1%
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.1%
Value ($000) $350 Shares 5,340 Est. Cost $60.69 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $346 Shares 3,600 Est. Cost $56.06 Unrealized +17.1%
SCHX SCHWAB US LARGE-CAP ETR 0.1%
Value ($000) $343 Shares 7,304 Est. Cost $41.88 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $341 Shares 4,341 Est. Cost $71.58 Unrealized
IYW ISHARES DJ US TECHNOLOGY SECTO 0.1%
Value ($000) $341 Shares 3,387 Est. Cost $88.68 Unrealized
SNY SANOFI 0.1%
Value ($000) $333 Shares 5,900 Est. Cost $51.63 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $330 Shares 3,370 Est. Cost $61.57 Unrealized +72.6%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $323 Shares 4,616 Est. Cost $40.31 Unrealized +50.3%
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $321 Shares 5,299 Est. Cost $57.16 Unrealized
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $320 Shares 14,445 Est. Cost $17.73 Unrealized
DVY ISHARES DOW JONES SELECT DIVID 0.1%
Value ($000) $317 Shares 4,290 Est. Cost $69.28 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $317 Shares 3,172 Est. Cost $85.60 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $308 Shares 4,520 Est. Cost $38.10 Unrealized +32.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $304 Shares 5,630 Est. Cost $38.31 Unrealized +9.1%
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $303 Shares 12,000 Est. Cost $17.04 Unrealized +3.7%
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $296 Shares 1,495 Est. Cost $157.33 Unrealized
ITHIX HARTFORD CAPITAL APPREC-I 0.1%
Value ($000) $288 Shares 5,879 Est. Cost $38.63 Unrealized
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $288 Shares 4,620 Est. Cost $41.63 Unrealized 0.0%
DEUTSCHE BANK AG ADR 0.1%
Value ($000) $287 Shares 8,240 Est. Cost $34.83 Unrealized
VWNEX VANGUARD/WINDSOR FD ADMIRAL SH 0.1%
Value ($000) $279 Shares 3,820 Est. Cost $57.07 Unrealized
MONSANTO CO. 0.1%
Value ($000) $278 Shares 2,475 Est. Cost $104.95 Unrealized
TWCGX AMERICAN CENTY MUT FDS GROWTH 0.1%
Value ($000) $278 Shares 8,085 Est. Cost $29.45 Unrealized
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $274 Shares 5,159 Est. Cost $46.10 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $256 Shares 8,848 Est. Cost $27.29 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $252 Shares 2,540 Est. Cost $62.86 Unrealized +26.1%
GLAXOSMITHKLINE PLC SP ADR 0.0%
Value ($000) $251 Shares 5,459 Est. Cost $50.50 Unrealized
PFF ISHARES S&P PREF STK INDX FN 0.0%
Value ($000) $247 Shares 6,260 Est. Cost $39.94 Unrealized
FIDELITY GLOBAL BALANCED FD 0.0%
Value ($000) $246 Shares 9,945 Est. Cost $24.01 Unrealized
HANCOCK HORIZON DIVERSIFIED IN 0.0%
Value ($000) $244 Shares 10,706 Est. Cost $21.90 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $242 Shares 9,680 Est. Cost $16.40 Unrealized +63.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $240 Shares 2,785 Est. Cost $65.53 Unrealized +7.3%
FPACX FPA CRESCENT FUND 0.0%
Value ($000) $239 Shares 7,023 Est. Cost $30.20 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $238 Shares 5,000 Est. Cost $25.31 Unrealized +38.8%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $231 Shares 27,350 Est. Cost $3.74 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $230 Shares 4,711 Est. Cost $46.95 Unrealized
IYF ISHARES DJ US FINANCIAL SECTOR 0.0%
Value ($000) $230 Shares 2,745 Est. Cost $83.30 Unrealized
PRAXAIR INC 0.0%
Value ($000) $228 Shares 1,765 Est. Cost $130.03 Unrealized
PAA PLAINS ALL AMER PIPELINE 0.0%
Value ($000) $228 Shares 3,867 Est. Cost $56.43 Unrealized
CAG CONAGRA FOODS INC 0.0%
Value ($000) $221 Shares 6,700 Est. Cost $16.74 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE 0.0%
Value ($000) $221 Shares 4,000 Est. Cost $54.50 Unrealized
SAP SAP SE 0.0%
Value ($000) $220 Shares 3,050 Est. Cost $73.03 Unrealized
NEUBERGER BERMAN LARGE CAP DIS 0.0%
Value ($000) $220 Shares 26,767 Est. Cost $7.86 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $218 Shares 3,150 Est. Cost $60.13 Unrealized +13.2%
ACTAVIS, INC 0.0%
Value ($000) $212 Shares 879 Est. Cost $241.18 Unrealized
BSFIX BARON SMALL CAP FUND-INST 0.0%
Value ($000) $211 Shares 6,162 Est. Cost $33.15 Unrealized
SEQUENOM INC 0.0%
Value ($000) $207 Shares 69,550 Est. Cost $3.37 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $207 Shares 31,788 Est. Cost $4.20 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $204 Shares 3,181 Est. Cost $68.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $201 Shares 807 Est. Cost $226.86 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $201 Shares 2,008 Est. Cost $101.10 Unrealized
EXELON CORP 0.0%
Value ($000) $201 Shares 5,900 Est. Cost $34.07 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) $199 Shares 17,879 Est. Cost $11.26 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $185 Shares 6,879 Est. Cost $24.31 Unrealized -0.8%
FSDIX FIDELITY STR DVD&INC FUND 0.0%
Value ($000) $180 Shares 12,077 Est. Cost $15.18 Unrealized
MBFAX WELLS FARGO ADVANTAGE TOT RET 0.0%
Value ($000) $149 Shares 11,515 Est. Cost $13.20 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $145 Shares 10,000 Est. Cost $13.90 Unrealized
NUVEEN EQ PREM INC 0.0%
Value ($000) $142 Shares 11,126 Est. Cost $12.76 Unrealized
ISHARES MSCI JAPAN INDEX 0.0%
Value ($000) $128 Shares 10,846 Est. Cost $10.84 Unrealized
FLEXTRONICS INTL LTD 0.0%
Value ($000) $106 Shares 10,250 Est. Cost $7.74 Unrealized
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $97 Shares 13,000 Est. Cost $6.08 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $82 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
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $64 Shares 20,800 Est. Cost $1.17 Unrealized -13.9%
BOMBARDIER INC CL B SUB-VTG 0.0%
Value ($000) $42 Shares 12,542 Est. Cost $3.35 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $39 Shares 17,086 Est. Cost $1.70 Unrealized
L & L ENERGY INC. 0.0%
Value ($000) $11 Shares 100,000 Est. Cost $3.02 Unrealized
CAMACK ENERGY INC. 0.0%
Value ($000) $9 Shares 15,000 Est. Cost $0.80 Unrealized
GREENGRO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 16,800 Est. Cost $0.24 Unrealized