CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 19, 2015

Total Value ($000): $528,440 (100.0% shares, 0.0% debt)

Holdings (271)

AAPL APPLE INC 2.8%
Value ($000) $14,563 Shares 131,937 Est. Cost $17.89 Unrealized +34.6%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $13,747 Shares 131,458 Est. Cost $60.31 Unrealized +28.2%
GENERAL ELECTRIC CO 2.5%
Value ($000) $13,341 Shares 527,935 Est. Cost $23.32 Unrealized
JPMORGAN CHASE & CO 2.5%
Value ($000) $12,956 Shares 207,034 Est. Cost $52.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 2.2%
Value ($000) $11,557 Shares 76,973 Est. Cost $110.45 Unrealized +30.7%
INTC INTEL CORP 2.1%
Value ($000) $11,006 Shares 303,284 Est. Cost $17.18 Unrealized +55.0%
DU PONT E I DE NEMOURS 2.0%
Value ($000) $10,387 Shares 140,473 Est. Cost $52.50 Unrealized
CVS CVS HEALTH CORPORATION 1.9%
Value ($000) $10,112 Shares 104,996 Est. Cost $37.07 Unrealized +73.9%
CVX CHEVRON CORP 1.9%
Value ($000) $10,087 Shares 89,922 Est. Cost $67.95 Unrealized +3.8%
EXXON MOBIL CORP 1.9%
Value ($000) $9,989 Shares 108,049 Est. Cost $90.35 Unrealized
CONOCOPHILLIPS 1.7%
Value ($000) $9,208 Shares 133,340 Est. Cost $60.47 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $8,805 Shares 189,569 Est. Cost $26.70 Unrealized +49.3%
PEP PEPSICO INC 1.7%
Value ($000) $8,795 Shares 93,012 Est. Cost $56.00 Unrealized +22.5%
VZ VERIZON COMMUNICATIONS 1.6%
Value ($000) $8,348 Shares 178,451 Est. Cost $26.70 Unrealized +3.6%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $8,148 Shares 89,452 Est. Cost $55.00 Unrealized +17.5%
IBM INTL BUSINESS MACHINES CORP 1.5%
Value ($000) $8,010 Shares 49,923 Est. Cost $118.65 Unrealized -15.3%
CISCO SYS INC 1.4%
Value ($000) $7,457 Shares 268,078 Est. Cost $21.05 Unrealized
DIS WALT DISNEY CO 1.3%
Value ($000) $6,641 Shares 70,506 Est. Cost $56.11 Unrealized +44.9%
TRV TRAVELERS COMPANIES INC 1.2%
Value ($000) $6,417 Shares 60,628 Est. Cost $63.45 Unrealized +24.4%
TGT TARGET CORP 1.2%
Value ($000) $6,348 Shares 83,623 Est. Cost $43.41 Unrealized +11.9%
ORCL ORACLE CORP 1.2%
Value ($000) $6,274 Shares 139,511 Est. Cost $27.58 Unrealized +25.1%
CNI CANADIAN NATL RAILWAY CO 1.1%
Value ($000) $5,974 Shares 86,697 Est. Cost $41.89 Unrealized +33.5%
AT&T INC 1.1%
Value ($000) $5,863 Shares 174,547 Est. Cost $36.39 Unrealized
AEP AMERICAN ELEC PWR 1.1%
Value ($000) $5,831 Shares 96,027 Est. Cost $30.44 Unrealized +26.7%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $5,831 Shares 62,673 Est. Cost $59.62 Unrealized +28.2%
SO SOUTHERN CO 1.1%
Value ($000) $5,579 Shares 113,595 Est. Cost $26.63 Unrealized +10.7%
WMT WAL-MART STORES INC 1.0%
Value ($000) $5,508 Shares 64,138 Est. Cost $19.99 Unrealized +9.2%
COMCAST CORP CL A - SPL 1.0%
Value ($000) $5,413 Shares 94,026 Est. Cost $39.61 Unrealized
ALL ALLSTATE CORP 1.0%
Value ($000) $5,378 Shares 76,562 Est. Cost $37.28 Unrealized +38.6%
EMC CORP-MASS 1.0%
Value ($000) $5,299 Shares 178,185 Est. Cost $23.62 Unrealized
GLW CORNING INC 1.0%
Value ($000) $5,226 Shares 227,896 Est. Cost $9.15 Unrealized +66.0%
ABBV ABBVIE INC 1.0%
Value ($000) $5,058 Shares 77,296 Est. Cost $22.37 Unrealized +79.9%
3M COMPANY 0.9%
Value ($000) $4,699 Shares 28,600 Est. Cost $107.03 Unrealized
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $4,685 Shares 59,451 Est. Cost $24.80 Unrealized +28.4%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $4,631 Shares 23,890 Est. Cost $120.42 Unrealized +25.3%
ANADARKO PETROLEUM CORP 0.9%
Value ($000) $4,518 Shares 54,762 Est. Cost $86.03 Unrealized
HIG HARTFORD FINANCIAL SERVICES GR 0.8%
Value ($000) $4,342 Shares 104,157 Est. Cost $22.20 Unrealized +40.8%
MET METLIFE 0.8%
Value ($000) $4,278 Shares 79,098 Est. Cost $25.24 Unrealized +29.8%
D DOMINION RES INC VA NEW 0.8%
Value ($000) $4,182 Shares 54,383 Est. Cost $32.07 Unrealized +40.6%
NSRGY NESTLE SA-SPONS ADR 0.8%
Value ($000) $4,137 Shares 56,704 Est. Cost $65.84 Unrealized
GOOGLE INC CL C 0.8%
Value ($000) $4,102 Shares 7,792 Est. Cost $928.97 Unrealized
HEALTH CARE REIT INC 0.8%
Value ($000) $4,070 Shares 53,785 Est. Cost $62.08 Unrealized
BRK/A BERKSHIRE HATHAWAY - A 0.8%
Value ($000) $4,068 Shares 18 Est. Cost $165023.42 Unrealized +31.2%
NOVARTIS AG ADR 0.8%
Value ($000) $4,036 Shares 43,552 Est. Cost $70.85 Unrealized
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,876 Shares 42,621 Est. Cost $70.66 Unrealized
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $3,751 Shares 60,769 Est. Cost $41.01 Unrealized +13.2%
PH PARKER HANNIFIN CORP 0.7%
Value ($000) $3,731 Shares 28,930 Est. Cost $75.97 Unrealized +34.3%
QCOM QUALCOMM INC 0.7%
Value ($000) $3,719 Shares 50,028 Est. Cost $46.65 Unrealized +14.3%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $3,640 Shares 80,851 Est. Cost $28.89 Unrealized +22.2%
PNC PNC FINANCIAL SERVICES GROUP 0.7%
Value ($000) $3,508 Shares 38,457 Est. Cost $47.34 Unrealized +29.6%
SYY SYSCO CORP 0.6%
Value ($000) $3,325 Shares 83,770 Est. Cost $24.40 Unrealized +18.2%
GOOGLE INC CL A 0.6%
Value ($000) $3,267 Shares 6,157 Est. Cost $582.09 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $3,131 Shares 86,205 Est. Cost $23.17 Unrealized +22.6%
PFE PFIZER INC 0.5%
Value ($000) $2,866 Shares 91,997 Est. Cost $16.85 Unrealized +6.6%
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,865 Shares 63,728 Est. Cost $22.50 Unrealized +29.4%
CRS CARPENTER TECHNOLOGY 0.5%
Value ($000) $2,829 Shares 57,450 Est. Cost $40.60 Unrealized -2.5%
HD HOME DEPOT INC 0.5%
Value ($000) $2,816 Shares 26,831 Est. Cost $56.12 Unrealized +33.3%
BG 4.875 PERP BUNGE LTD 4.875% 0.5%
Value ($000) $2,751 Shares 24,455 Est. Cost $104.91 Unrealized
VIACOM INC NEW CLASS B 0.5%
Value ($000) $2,666 Shares 35,432 Est. Cost $72.42 Unrealized
FDX FEDEX CORPORATION 0.5%
Value ($000) $2,647 Shares 15,243 Est. Cost $83.32 Unrealized +72.7%
HRL HORMEL FOODS CORP 0.5%
Value ($000) $2,454 Shares 47,100 Est. Cost $15.25 Unrealized +33.1%
MCD MCDONALDS CORP 0.5%
Value ($000) $2,444 Shares 26,080 Est. Cost $71.80 Unrealized -1.7%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,405 Shares 40,741 Est. Cost $24.03 Unrealized +61.9%
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $2,384 Shares 20,732 Est. Cost $94.95 Unrealized
EATON CORP 0.4%
Value ($000) $2,361 Shares 34,745 Est. Cost $67.42 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $2,357 Shares 20,397 Est. Cost $63.14 Unrealized +20.5%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,332 Shares 27,309 Est. Cost $54.69 Unrealized +23.1%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,328 Shares 130,116 Est. Cost $10.64 Unrealized +27.4%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $2,275 Shares 41,508 Est. Cost $27.62 Unrealized +40.4%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $2,267 Shares 29,750 Est. Cost $76.20 Unrealized
AMAT APPLIED MATERIALS INC DELAWARE 0.4%
Value ($000) $2,247 Shares 90,159 Est. Cost $12.22 Unrealized +60.9%
MRK MERCK & CO INC 0.4%
Value ($000) $2,212 Shares 38,948 Est. Cost $30.88 Unrealized +27.4%
COMCAST CORP CL A 0.4%
Value ($000) $2,180 Shares 37,579 Est. Cost $45.76 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $2,084 Shares 7,950 Est. Cost $40.70 Unrealized +36.8%
MARATHON OIL CORP 0.4%
Value ($000) $1,913 Shares 67,614 Est. Cost $33.83 Unrealized
APACHE CORP 0.4%
Value ($000) $1,886 Shares 30,100 Est. Cost $84.48 Unrealized
HARRIS CORP DEL 0.4%
Value ($000) $1,882 Shares 26,209 Est. Cost $49.26 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,867 Shares 26,043 Est. Cost $40.44 Unrealized +21.6%
KAYNE ANDERSON ENERGY COM 0.3%
Value ($000) $1,846 Shares 66,300 Est. Cost $29.45 Unrealized
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.3%
Value ($000) $1,831 Shares 43,991 Est. Cost $36.94 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,829 Shares 45,091 Est. Cost $21.30 Unrealized +39.6%
VGSTX VANGUARD STAR FUND STAR PORTFO 0.3%
Value ($000) $1,782 Shares 72,364 Est. Cost $23.07 Unrealized
EMN EASTMAN CHEMICAL 0.3%
Value ($000) $1,731 Shares 22,819 Est. Cost $53.50 Unrealized +4.0%
THE BLACKSTONE GROUP LP 0.3%
Value ($000) $1,727 Shares 51,037 Est. Cost $21.87 Unrealized
DE DEERE & CO 0.3%
Value ($000) $1,717 Shares 19,412 Est. Cost $70.59 Unrealized +0.0%
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,711 Shares 43,538 Est. Cost $42.22 Unrealized
DVA DAVITA HEALTHCARE PARTNERS I 0.3%
Value ($000) $1,693 Shares 22,350 Est. Cost $71.38 Unrealized +5.5%
BED BATH & BEYOND INC 0.3%
Value ($000) $1,691 Shares 22,200 Est. Cost $69.81 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,673 Shares 24,179 Est. Cost $43.67 Unrealized +19.5%
VODAFONE GROUP PLC 0.3%
Value ($000) $1,620 Shares 47,402 Est. Cost $36.71 Unrealized
BAX BAXTER INTL INC 0.3%
Value ($000) $1,613 Shares 22,010 Est. Cost $31.08 Unrealized +3.9%
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,565 Shares 18,160 Est. Cost $70.60 Unrealized +8.1%
NKE NIKE INC - B 0.3%
Value ($000) $1,556 Shares 16,180 Est. Cost $27.34 Unrealized +49.1%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $1,521 Shares 11,501 Est. Cost $52.72 Unrealized +89.8%
PST PROSHARES ULTRASHORT 7-10 YEAR 0.3%
Value ($000) $1,510 Shares 60,975 Est. Cost $27.54 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,460 Shares 11,655 Est. Cost $80.65 Unrealized +45.7%
BA BOEING CO 0.3%
Value ($000) $1,439 Shares 11,071 Est. Cost $92.51 Unrealized +19.6%
KRAFT FOODS GROUP INC 0.3%
Value ($000) $1,433 Shares 22,873 Est. Cost $55.88 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,431 Shares 70,244 Est. Cost $13.38 Unrealized +1.4%
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,425 Shares 17,096 Est. Cost $45.76 Unrealized +38.8%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,379 Shares 13,804 Est. Cost $54.03 Unrealized +26.4%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $1,371 Shares 15,186 Est. Cost $27.55 Unrealized +13.8%
NWL NEWELL RUBBERMAID INC 0.3%
Value ($000) $1,370 Shares 35,963 Est. Cost $16.79 Unrealized +37.1%
GM GENERAL MOTORS CORP 0.3%
Value ($000) $1,369 Shares 39,229 Est. Cost $27.62 Unrealized -11.3%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,366 Shares 12,465 Est. Cost $58.29 Unrealized +47.2%
OXY OCCIDENTAL PETE 0.2%
Value ($000) $1,264 Shares 15,686 Est. Cost $58.05 Unrealized +2.2%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,240 Shares 13,096 Est. Cost $51.33 Unrealized +36.5%
C CITIGROUP INC 0.2%
Value ($000) $1,218 Shares 22,517 Est. Cost $34.36 Unrealized +15.1%
M MACYS INC COM 0.2%
Value ($000) $1,211 Shares 18,415 Est. Cost $58.64 Unrealized +3.2%
ROYAL DUTCH SHELL ADR B 0.2%
Value ($000) $1,199 Shares 17,237 Est. Cost $66.37 Unrealized
AXAHY AXA-SPONS ADR 0.2%
Value ($000) $1,178 Shares 51,482 Est. Cost $23.39 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,167 Shares 10,272 Est. Cost $154.50 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $1,145 Shares 18,745 Est. Cost $20.22 Unrealized +12.2%
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,143 Shares 11,000 Est. Cost $65.69 Unrealized +13.7%
XYL XYLEM INC 0.2%
Value ($000) $1,130 Shares 29,690 Est. Cost $23.32 Unrealized +36.4%
JOHNSON CONTROLS INC 0.2%
Value ($000) $1,105 Shares 22,865 Est. Cost $36.11 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $1,079 Shares 10,101 Est. Cost $75.93 Unrealized
DOW CHEM CO COM 0.2%
Value ($000) $1,064 Shares 23,332 Est. Cost $35.56 Unrealized
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $1,062 Shares 7,717 Est. Cost $56.44 Unrealized +89.6%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,058 Shares 12,986 Est. Cost $48.14 Unrealized +2.2%
L-3 COMMNCTNS HLDGS 0.2%
Value ($000) $996 Shares 7,895 Est. Cost $85.71 Unrealized
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $993 Shares 5,947 Est. Cost $127.24 Unrealized
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $975 Shares 18,300 Est. Cost $42.43 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $922 Shares 10,918 Est. Cost $66.62 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $915 Shares 6,575 Est. Cost $79.54 Unrealized +35.6%
ALTRIA GROUP INC 0.2%
Value ($000) $883 Shares 17,930 Est. Cost $34.40 Unrealized
AME AMETEK INC NEW 0.2%
Value ($000) $879 Shares 16,700 Est. Cost $38.40 Unrealized +22.7%
TBT PROSHARES ULTRASHORT 20+ YEAR 0.2%
Value ($000) $865 Shares 18,656 Est. Cost $62.43 Unrealized
BHP BHP BILLITON LTD SPONS 0.2%
Value ($000) $854 Shares 18,045 Est. Cost $58.17 Unrealized
AVT AVNET INC 0.2%
Value ($000) $854 Shares 19,852 Est. Cost $27.01 Unrealized +22.9%
LOW LOWES COS INC 0.2%
Value ($000) $815 Shares 11,841 Est. Cost $33.00 Unrealized +48.6%
KO COCA-COLA CO 0.2%
Value ($000) $812 Shares 19,243 Est. Cost $25.79 Unrealized +16.5%
ELME WASHINGTON REAL EST INV TR SBI 0.2%
Value ($000) $806 Shares 29,124 Est. Cost $26.56 Unrealized
BABA ALIBABA GROUP HLDING -SP ADR 0.2%
Value ($000) $802 Shares 7,720 Est. Cost $103.89 Unrealized
KMI KINDER MORGAN INC 0.2%
Value ($000) $795 Shares 18,797 Est. Cost $22.45 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P 0.2%
Value ($000) $795 Shares 22,008 Est. Cost $52.11 Unrealized
GME GAMESTOP CORP NEW CL A 0.2%
Value ($000) $793 Shares 23,475 Est. Cost $7.40 Unrealized -3.2%
INDY ISHARES CNX INDIA 50 INDEX 0.1%
Value ($000) $788 Shares 26,349 Est. Cost $24.15 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $781 Shares 9,344 Est. Cost $67.87 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $767 Shares 9,673 Est. Cost $46.82 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $725 Shares 9,816 Est. Cost $42.13 Unrealized +13.9%
EWH ISHARES MSCI HONG KONG INDEX 0.1%
Value ($000) $717 Shares 34,915 Est. Cost $19.85 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $716 Shares 13,419 Est. Cost $32.23 Unrealized +9.3%
IP INTL PAPER CO 0.1%
Value ($000) $705 Shares 13,161 Est. Cost $28.12 Unrealized +9.1%
SGENX FIRST EAGLE GLOBAL FUND 0.1%
Value ($000) $700 Shares 13,340 Est. Cost $52.13 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $684 Shares 6,432 Est. Cost $14.32 Unrealized +31.9%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $683 Shares 7,105 Est. Cost $56.98 Unrealized +21.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $665 Shares 3,452 Est. Cost $74.86 Unrealized +83.3%
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $662 Shares 12,748 Est. Cost $23.49 Unrealized +46.9%
AETNA INC NEW 0.1%
Value ($000) $657 Shares 7,400 Est. Cost $51.37 Unrealized
SPY SPDR S&P 500 INDEX 0.1%
Value ($000) $652 Shares 3,171 Est. Cost $159.13 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $645 Shares 11,216 Est. Cost $40.16 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $637 Shares 16,718 Est. Cost $43.35 Unrealized
ONEOK PARTNERS L.P 0.1%
Value ($000) $624 Shares 15,740 Est. Cost $57.39 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $612 Shares 8,531 Est. Cost $46.96 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $609 Shares 8,375 Est. Cost $39.49 Unrealized +77.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $599 Shares 9,080 Est. Cost $35.61 Unrealized +17.5%
FCNTX FIDELITY CONTRAFUND COM 0.1%
Value ($000) $585 Shares 5,968 Est. Cost $86.60 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $577 Shares 6,818 Est. Cost $70.88 Unrealized
DEO DIAGEO PLC NEW 0.1%
Value ($000) $558 Shares 4,892 Est. Cost $115.02 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $551 Shares 5,760 Est. Cost $90.86 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.1%
Value ($000) $546 Shares 2,874 Est. Cost $162.72 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $542 Shares 15,085 Est. Cost $19.97 Unrealized +18.0%
CHUBB CORP 0.1%
Value ($000) $536 Shares 5,177 Est. Cost $87.93 Unrealized
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $527 Shares 14,507 Est. Cost $34.48 Unrealized
META FACEBOOK INC A 0.1%
Value ($000) $524 Shares 6,710 Est. Cost $39.42 Unrealized +92.6%
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $512 Shares 10,926 Est. Cost $46.52 Unrealized
AQUA AMERICA INC 0.1%
Value ($000) $506 Shares 18,941 Est. Cost $30.07 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $481 Shares 5,181 Est. Cost $60.21 Unrealized +48.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $466 Shares 6,395 Est. Cost $38.97 Unrealized +8.4%
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $465 Shares 17,874 Est. Cost $25.17 Unrealized
FNB FNB CORP COM 0.1%
Value ($000) $453 Shares 34,028 Est. Cost $7.09 Unrealized +15.6%
FIRSTMERIT CORP 0.1%
Value ($000) $442 Shares 23,418 Est. Cost $20.01 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $431 Shares 3,600 Est. Cost $97.44 Unrealized
VYX NCR CORP NEW 0.1%
Value ($000) $429 Shares 14,725 Est. Cost $20.91 Unrealized -16.0%
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $426 Shares 19,950 Est. Cost $14.12 Unrealized
SCHX SCHWAB US LARGE-CAP ETR 0.1%
Value ($000) $414 Shares 8,439 Est. Cost $42.85 Unrealized
CERNER CORP 0.1%
Value ($000) $411 Shares 6,350 Est. Cost $69.46 Unrealized
ROYAL DUTCH SHELL ADR A 0.1%
Value ($000) $398 Shares 5,952 Est. Cost $64.11 Unrealized
UNUM GROUP 0.1%
Value ($000) $397 Shares 11,375 Est. Cost $29.38 Unrealized
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $394 Shares 7,400 Est. Cost $31.82 Unrealized +30.6%
GEF GREIF BROS CORP CLASS A 0.1%
Value ($000) $392 Shares 8,300 Est. Cost $31.80 Unrealized -7.3%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $391 Shares 31,651 Est. Cost $7.19 Unrealized +8.4%
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $391 Shares 4,820 Est. Cost $66.44 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $389 Shares 5,635 Est. Cost $45.74 Unrealized +20.7%
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $383 Shares 17,280 Est. Cost $26.76 Unrealized
AES CORP 0.1%
Value ($000) $380 Shares 27,617 Est. Cost $14.19 Unrealized
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $379 Shares 14,054 Est. Cost $23.79 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $375 Shares 3,600 Est. Cost $56.06 Unrealized +30.4%
IYW ISHARES DJ US TECHNOLOGY SECTO 0.1%
Value ($000) $373 Shares 3,577 Est. Cost $89.51 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $369 Shares 11,618 Est. Cost $20.75 Unrealized +7.7%
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.1%
Value ($000) $367 Shares 5,359 Est. Cost $60.69 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $367 Shares 3,122 Est. Cost $85.60 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $361 Shares 4,537 Est. Cost $71.93 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $360 Shares 4,616 Est. Cost $40.31 Unrealized +64.2%
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $355 Shares 24,952 Est. Cost $13.35 Unrealized
ALCOA INC 0.1%
Value ($000) $354 Shares 22,400 Est. Cost $7.82 Unrealized
DVY ISHARES DOW JONES SELECT DIVID 0.1%
Value ($000) $351 Shares 4,425 Est. Cost $69.59 Unrealized
NATIONAL OILWELL VARCO COM 0.1%
Value ($000) $351 Shares 5,355 Est. Cost $78.68 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $350 Shares 12,058 Est. Cost $27.33 Unrealized
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $350 Shares 8,302 Est. Cost $36.14 Unrealized
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $340 Shares 2,374 Est. Cost $85.94 Unrealized
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $336 Shares 5,299 Est. Cost $57.16 Unrealized
VWNEX VANGUARD/WINDSOR FD ADMIRAL SH 0.1%
Value ($000) $326 Shares 4,504 Est. Cost $59.39 Unrealized
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $324 Shares 12,000 Est. Cost $17.04 Unrealized +11.0%
TAVFX THIRD AVE TR VALUE TR 0.1%
Value ($000) $322 Shares 5,666 Est. Cost $52.84 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $309 Shares 1,495 Est. Cost $157.33 Unrealized
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $306 Shares 4,620 Est. Cost $41.63 Unrealized +6.4%
MONSANTO CO. 0.1%
Value ($000) $303 Shares 2,540 Est. Cost $105.31 Unrealized
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $298 Shares 14,458 Est. Cost $17.73 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $295 Shares 2,915 Est. Cost $66.14 Unrealized +19.8%
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $292 Shares 5,294 Est. Cost $46.33 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $290 Shares 5,180 Est. Cost $38.31 Unrealized +7.4%
XLK SPDR FD TECHNOLGY SEL 0.1%
Value ($000) $287 Shares 6,945 Est. Cost $41.32 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $283 Shares 9,404 Est. Cost $27.46 Unrealized
DEUTSCHE BANK AG ADR 0.1%
Value ($000) $277 Shares 9,240 Est. Cost $34.31 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $267 Shares 5,000 Est. Cost $25.31 Unrealized +47.6%
IYF ISHARES DJ US FINANCIAL SECTOR 0.1%
Value ($000) $266 Shares 2,945 Est. Cost $83.78 Unrealized
PFF ISHARES S&P PREF STK INDX FN 0.0%
Value ($000) $263 Shares 6,660 Est. Cost $39.91 Unrealized
SEQUENOM INC 0.0%
Value ($000) $257 Shares 69,550 Est. Cost $3.37 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $255 Shares 10,480 Est. Cost $17.02 Unrealized +43.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $246 Shares 4,020 Est. Cost $38.10 Unrealized +8.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $246 Shares 2,690 Est. Cost $63.45 Unrealized +15.6%
SNY SANOFI 0.0%
Value ($000) $242 Shares 5,300 Est. Cost $51.63 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $239 Shares 4,764 Est. Cost $46.99 Unrealized
FPACX FPA CRESCENT FUND 0.0%
Value ($000) $237 Shares 7,025 Est. Cost $30.20 Unrealized
BROADCOM CORP CL A 0.0%
Value ($000) $237 Shares 5,475 Est. Cost $43.29 Unrealized
HAL HALLIBURTON CO HOLDINGS CO 0.0%
Value ($000) $234 Shares 5,950 Est. Cost $33.21 Unrealized +18.3%
GLAXOSMITHKLINE PLC SP ADR 0.0%
Value ($000) $233 Shares 5,459 Est. Cost $50.50 Unrealized
TWCGX AMERICAN CENTY MUT FDS GROWTH 0.0%
Value ($000) $233 Shares 8,106 Est. Cost $29.45 Unrealized
CAG CONAGRA FOODS INC 0.0%
Value ($000) $232 Shares 6,400 Est. Cost $16.74 Unrealized +11.9%
HANCOCK HORIZON DIVERSIFIED IN 0.0%
Value ($000) $230 Shares 10,794 Est. Cost $21.90 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $227 Shares 3,370 Est. Cost $61.57 Unrealized +26.5%
ACTAVIS, INC 0.0%
Value ($000) $226 Shares 879 Est. Cost $257.11 Unrealized
WISCONSIN ENERGY CORP 0.0%
Value ($000) $225 Shares 4,275 Est. Cost $52.63 Unrealized
OAKTREE CAPITAL GROUP LLC 0.0%
Value ($000) $220 Shares 4,240 Est. Cost $51.89 Unrealized
ITHIX HARTFORD CAPITAL APPREC-I 0.0%
Value ($000) $219 Shares 5,897 Est. Cost $38.63 Unrealized
APD AIR PRODS & CHEMS 0.0%
Value ($000) $216 Shares 1,500 Est. Cost $96.23 Unrealized 0.0%
NORTHWEST NAT GAS CO 0.0%
Value ($000) $215 Shares 4,306 Est. Cost $49.93 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $213 Shares 807 Est. Cost $226.86 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $213 Shares 27,100 Est. Cost $3.74 Unrealized
SAP SAP SE 0.0%
Value ($000) $212 Shares 3,050 Est. Cost $73.03 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $212 Shares 31,788 Est. Cost $4.20 Unrealized
PRAXAIR INC 0.0%
Value ($000) $212 Shares 1,640 Est. Cost $130.03 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $210 Shares 2,008 Est. Cost $101.10 Unrealized
BSFIX BARON SMALL CAP FUND-INST 0.0%
Value ($000) $209 Shares 6,162 Est. Cost $33.15 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $209 Shares 1,310 Est. Cost $113.30 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $208 Shares 2,650 Est. Cost $60.13 Unrealized +23.6%
RHHBY ROCHE HOLDINGS LTD - ADR 0.0%
Value ($000) $207 Shares 6,100 Est. Cost $33.93 Unrealized
VFINX VANGUARD 500 INDEX 0.0%
Value ($000) $207 Shares 1,089 Est. Cost $190.08 Unrealized
SEAGATE TECHNOLOGY SHS 0.0%
Value ($000) $206 Shares 3,100 Est. Cost $66.45 Unrealized
JAMCX JPMORGAN MID CAP VALUE FD-A 0.0%
Value ($000) $204 Shares 5,597 Est. Cost $36.45 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP IN 0.0%
Value ($000) $204 Shares 4,916 Est. Cost $27.23 Unrealized 0.0%
SYMANTEC CORP 0.0%
Value ($000) $204 Shares 7,944 Est. Cost $25.68 Unrealized
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $201 Shares 18,070 Est. Cost $11.26 Unrealized
LANDAUER INC. 0.0%
Value ($000) $201 Shares 5,890 Est. Cost $46.88 Unrealized
JETIX ARTIO INT'L EQUITY FUND II 0.0%
Value ($000) $186 Shares 16,910 Est. Cost $11.19 Unrealized
FSDIX FIDELITY STR DVD&INC FUND 0.0%
Value ($000) $181 Shares 12,364 Est. Cost $15.17 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $163 Shares 10,000 Est. Cost $13.90 Unrealized
MBFAX WELLS FARGO ADVANTAGE TOT RET 0.0%
Value ($000) $151 Shares 11,515 Est. Cost $13.20 Unrealized
NUVEEN S&P 500 BUY-WRITE INC F 0.0%
Value ($000) $135 Shares 11,126 Est. Cost $12.76 Unrealized
ISHARES MSCI JAPAN INDEX 0.0%
Value ($000) $122 Shares 10,846 Est. Cost $10.84 Unrealized
FLEXTRONICS INTL LTD 0.0%
Value ($000) $115 Shares 10,250 Est. Cost $7.74 Unrealized
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $92 Shares 13,000 Est. Cost $6.08 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $86 Shares 16,305 Est. Cost $5.13 Unrealized
GRUPO MEXICO SAB DE CV-SER B 0.0%
Value ($000) $59 Shares 20,426 Est. Cost $3.33 Unrealized
BOMBARDIER INC CL B SUB-VTG 0.0%
Value ($000) $54 Shares 15,042 Est. Cost $3.39 Unrealized
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $44 Shares 19,800 Est. Cost $1.17 Unrealized -43.7%
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $26 Shares 17,086 Est. Cost $1.70 Unrealized
CAMACK ENERGY INC. 0.0%
Value ($000) $6 Shares 15,000 Est. Cost $0.80 Unrealized
GREENGRO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 16,800 Est. Cost $0.24 Unrealized