CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 11, 2015

Total Value ($000): $514,659 (100.0% shares, 0.0% debt)

Holdings (265)

AAPL APPLE INC 3.1%
Value ($000) $16,179 Shares 130,023 Est. Cost $17.89 Unrealized +50.0%
GENERAL ELECTRIC CO 2.5%
Value ($000) $13,095 Shares 527,813 Est. Cost $23.32 Unrealized
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $13,054 Shares 129,761 Est. Cost $60.31 Unrealized +24.5%
JPMORGAN CHASE & CO 2.5%
Value ($000) $12,741 Shares 210,324 Est. Cost $52.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 2.1%
Value ($000) $11,033 Shares 76,448 Est. Cost $110.45 Unrealized +33.2%
CVS CVS HEALTH CORPORATION 2.0%
Value ($000) $10,259 Shares 99,402 Est. Cost $37.07 Unrealized +100.4%
DU PONT E I DE NEMOURS 1.9%
Value ($000) $9,830 Shares 137,538 Est. Cost $52.50 Unrealized
CVX CHEVRON CORP 1.9%
Value ($000) $9,595 Shares 91,397 Est. Cost $67.93 Unrealized -1.5%
INTC INTEL CORP 1.8%
Value ($000) $9,441 Shares 301,909 Est. Cost $17.18 Unrealized +51.4%
EXXON MOBIL CORP 1.8%
Value ($000) $9,425 Shares 110,887 Est. Cost $90.22 Unrealized
PEP PEPSICO INC 1.7%
Value ($000) $8,874 Shares 92,803 Est. Cost $56.00 Unrealized +24.5%
VZ VERIZON COMMUNICATIONS 1.7%
Value ($000) $8,728 Shares 179,472 Est. Cost $26.70 Unrealized +3.4%
CONOCOPHILLIPS 1.6%
Value ($000) $8,295 Shares 133,231 Est. Cost $60.47 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.6%
Value ($000) $8,028 Shares 50,019 Est. Cost $118.65 Unrealized -18.7%
MSFT MICROSOFT CORP 1.5%
Value ($000) $7,617 Shares 187,348 Est. Cost $26.70 Unrealized +39.5%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $7,264 Shares 88,652 Est. Cost $55.00 Unrealized +15.6%
CISCO SYS INC 1.4%
Value ($000) $7,232 Shares 262,728 Est. Cost $21.05 Unrealized
DIS WALT DISNEY CO 1.4%
Value ($000) $7,180 Shares 68,448 Est. Cost $56.11 Unrealized +63.7%
TGT TARGET CORP 1.3%
Value ($000) $6,639 Shares 80,900 Est. Cost $43.41 Unrealized +29.0%
TRV TRAVELERS COMPANIES INC 1.3%
Value ($000) $6,516 Shares 60,263 Est. Cost $63.45 Unrealized +32.4%
ORCL ORACLE CORP 1.2%
Value ($000) $6,332 Shares 146,736 Est. Cost $28.04 Unrealized +31.4%
AT&T INC 1.1%
Value ($000) $5,792 Shares 177,394 Est. Cost $36.33 Unrealized
CNI CANADIAN NATL RAILWAY CO 1.1%
Value ($000) $5,751 Shares 85,997 Est. Cost $41.89 Unrealized +33.2%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $5,439 Shares 69,623 Est. Cost $60.76 Unrealized +16.9%
ALL ALLSTATE CORP 1.0%
Value ($000) $5,272 Shares 74,072 Est. Cost $37.28 Unrealized +49.4%
COMCAST CORP CL A - SPL 1.0%
Value ($000) $5,272 Shares 94,026 Est. Cost $39.61 Unrealized
AEP AMERICAN ELEC PWR 1.0%
Value ($000) $5,265 Shares 93,592 Est. Cost $30.44 Unrealized +32.5%
WMT WAL-MART STORES INC 1.0%
Value ($000) $5,195 Shares 63,163 Est. Cost $19.99 Unrealized +15.2%
GOOGLE INC CL C 1.0%
Value ($000) $5,190 Shares 9,470 Est. Cost $861.47 Unrealized
SO SOUTHERN CO 1.0%
Value ($000) $5,099 Shares 115,148 Est. Cost $26.68 Unrealized +12.2%
CHD CHURCH & DWIGHT CO INC 1.0%
Value ($000) $5,061 Shares 59,251 Est. Cost $24.80 Unrealized +45.4%
GLW CORNING INC 1.0%
Value ($000) $4,986 Shares 219,846 Est. Cost $9.15 Unrealized +94.7%
ABBV ABBVIE INC 0.9%
Value ($000) $4,641 Shares 79,276 Est. Cost $22.78 Unrealized +70.5%
EMC CORP-MASS 0.9%
Value ($000) $4,611 Shares 180,398 Est. Cost $23.65 Unrealized
ANADARKO PETROLEUM CORP 0.9%
Value ($000) $4,568 Shares 55,163 Est. Cost $86.03 Unrealized
3M COMPANY 0.9%
Value ($000) $4,515 Shares 27,371 Est. Cost $107.03 Unrealized
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $4,415 Shares 23,490 Est. Cost $120.42 Unrealized +24.4%
NOVARTIS AG ADR 0.8%
Value ($000) $4,298 Shares 43,587 Est. Cost $70.85 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.8%
Value ($000) $4,288 Shares 57,004 Est. Cost $65.84 Unrealized
MET METLIFE 0.8%
Value ($000) $4,173 Shares 82,550 Est. Cost $25.49 Unrealized +22.5%
HIG HARTFORD FINANCIAL SERVICES GR 0.8%
Value ($000) $4,137 Shares 98,927 Est. Cost $22.20 Unrealized +46.5%
HEALTH CARE REIT INC 0.8%
Value ($000) $3,919 Shares 50,660 Est. Cost $62.08 Unrealized
BRK/A BERKSHIRE HATHAWAY - A 0.8%
Value ($000) $3,915 Shares 18 Est. Cost $165023.42 Unrealized +33.9%
D DOMINION RES INC VA NEW 0.7%
Value ($000) $3,694 Shares 52,130 Est. Cost $32.07 Unrealized +45.3%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $3,693 Shares 79,701 Est. Cost $28.89 Unrealized +29.5%
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,605 Shares 39,944 Est. Cost $70.66 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.7%
Value ($000) $3,527 Shares 37,832 Est. Cost $47.34 Unrealized +35.8%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $3,493 Shares 61,699 Est. Cost $41.04 Unrealized +5.8%
GOOGLE INC CL A 0.7%
Value ($000) $3,475 Shares 6,265 Est. Cost $581.62 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $3,446 Shares 49,696 Est. Cost $46.65 Unrealized +10.7%
PH PARKER HANNIFIN CORP 0.7%
Value ($000) $3,430 Shares 28,880 Est. Cost $75.97 Unrealized +33.3%
PFE PFIZER INC 0.6%
Value ($000) $3,208 Shares 92,222 Est. Cost $16.85 Unrealized +19.3%
HD HOME DEPOT INC 0.6%
Value ($000) $3,052 Shares 26,861 Est. Cost $56.12 Unrealized +52.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $2,982 Shares 82,625 Est. Cost $23.17 Unrealized +22.3%
SYY SYSCO CORP 0.6%
Value ($000) $2,951 Shares 78,226 Est. Cost $24.40 Unrealized +21.1%
BG 4.875 PERP BUNGE LTD 4.875% 0.6%
Value ($000) $2,913 Shares 27,880 Est. Cost $104.86 Unrealized
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,721 Shares 62,303 Est. Cost $22.50 Unrealized +32.4%
HRL HORMEL FOODS CORP 0.5%
Value ($000) $2,678 Shares 47,100 Est. Cost $15.25 Unrealized +38.8%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,612 Shares 40,491 Est. Cost $24.03 Unrealized +80.8%
FDX FEDEX CORPORATION 0.5%
Value ($000) $2,561 Shares 15,478 Est. Cost $84.30 Unrealized +75.4%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $2,438 Shares 28,795 Est. Cost $76.20 Unrealized
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $2,424 Shares 20,682 Est. Cost $94.95 Unrealized
EATON CORP 0.4%
Value ($000) $2,291 Shares 33,715 Est. Cost $67.42 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,240 Shares 26,849 Est. Cost $54.69 Unrealized +12.2%
MRK MERCK & CO INC 0.4%
Value ($000) $2,232 Shares 38,833 Est. Cost $30.88 Unrealized +30.5%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,212 Shares 22,698 Est. Cost $71.80 Unrealized +0.5%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $2,192 Shares 40,291 Est. Cost $27.62 Unrealized +44.3%
CRS CARPENTER TECHNOLOGY 0.4%
Value ($000) $2,168 Shares 55,750 Est. Cost $40.60 Unrealized -18.0%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $2,142 Shares 19,997 Est. Cost $63.14 Unrealized +20.9%
V VISA INC COM CL A 0.4%
Value ($000) $2,080 Shares 31,800 Est. Cost $56.14 Unrealized +9.2%
META FACEBOOK INC A 0.4%
Value ($000) $2,049 Shares 24,925 Est. Cost $67.47 Unrealized +15.3%
AMAT APPLIED MATERIALS INC DELAWARE 0.4%
Value ($000) $1,973 Shares 87,459 Est. Cost $12.22 Unrealized +71.4%
VGSTX VANGUARD STAR FUND STAR PORTFO 0.4%
Value ($000) $1,972 Shares 78,056 Est. Cost $23.23 Unrealized
COMCAST CORP CL A 0.4%
Value ($000) $1,971 Shares 34,899 Est. Cost $45.76 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,964 Shares 24,993 Est. Cost $40.44 Unrealized +21.8%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1,960 Shares 127,366 Est. Cost $10.64 Unrealized +19.9%
HARRIS CORP DEL 0.4%
Value ($000) $1,934 Shares 24,559 Est. Cost $49.26 Unrealized
GM GENERAL MOTORS CORP 0.4%
Value ($000) $1,919 Shares 51,182 Est. Cost $27.74 Unrealized +1.4%
THE BLACKSTONE GROUP LP 0.4%
Value ($000) $1,902 Shares 48,912 Est. Cost $21.87 Unrealized
APACHE CORP 0.4%
Value ($000) $1,867 Shares 30,950 Est. Cost $83.82 Unrealized
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.4%
Value ($000) $1,832 Shares 41,261 Est. Cost $36.94 Unrealized
MARATHON OIL CORP 0.4%
Value ($000) $1,819 Shares 69,664 Est. Cost $33.60 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,801 Shares 44,766 Est. Cost $21.30 Unrealized +39.6%
KAYNE ANDERSON ENERGY COM 0.3%
Value ($000) $1,699 Shares 68,800 Est. Cost $29.27 Unrealized
VODAFONE GROUP PLC 0.3%
Value ($000) $1,677 Shares 51,307 Est. Cost $36.41 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,675 Shares 41,735 Est. Cost $42.22 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,668 Shares 11,113 Est. Cost $92.51 Unrealized +38.1%
DE DEERE & CO 0.3%
Value ($000) $1,665 Shares 18,986 Est. Cost $70.59 Unrealized +3.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,665 Shares 24,018 Est. Cost $43.67 Unrealized +22.9%
BED BATH & BEYOND INC 0.3%
Value ($000) $1,631 Shares 21,250 Est. Cost $69.81 Unrealized
NKE NIKE INC - B 0.3%
Value ($000) $1,623 Shares 16,180 Est. Cost $27.34 Unrealized +52.5%
DVA DAVITA HEALTHCARE PARTNERS I 0.3%
Value ($000) $1,609 Shares 19,800 Est. Cost $71.38 Unrealized +7.5%
PST PROSHARES ULTRASHORT 7-10 YEAR 0.3%
Value ($000) $1,590 Shares 67,960 Est. Cost $27.12 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,569 Shares 18,160 Est. Cost $70.60 Unrealized +15.1%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $1,545 Shares 15,086 Est. Cost $27.55 Unrealized +24.8%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,537 Shares 11,440 Est. Cost $80.65 Unrealized +54.7%
BAX BAXTER INTL INC 0.3%
Value ($000) $1,509 Shares 22,035 Est. Cost $31.08 Unrealized +1.8%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $1,501 Shares 11,471 Est. Cost $52.72 Unrealized +98.5%
EMN EASTMAN CHEMICAL 0.3%
Value ($000) $1,465 Shares 21,159 Est. Cost $53.50 Unrealized -4.5%
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,447 Shares 16,899 Est. Cost $45.76 Unrealized +48.4%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,430 Shares 75,844 Est. Cost $13.35 Unrealized -2.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,409 Shares 13,504 Est. Cost $54.03 Unrealized +35.1%
AXAHY AXA-SPONS ADR 0.2%
Value ($000) $1,263 Shares 50,032 Est. Cost $23.39 Unrealized
VIACOM INC NEW CLASS B 0.2%
Value ($000) $1,252 Shares 18,332 Est. Cost $72.42 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $1,248 Shares 12,849 Est. Cost $51.33 Unrealized +45.2%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,236 Shares 12,010 Est. Cost $58.29 Unrealized +44.4%
M MACYS INC COM 0.2%
Value ($000) $1,207 Shares 18,590 Est. Cost $58.64 Unrealized +9.8%
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $1,182 Shares 30,263 Est. Cost $16.79 Unrealized +50.5%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,156 Shares 10,172 Est. Cost $154.50 Unrealized
JOHNSON CONTROLS INC 0.2%
Value ($000) $1,149 Shares 22,787 Est. Cost $36.11 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $1,147 Shares 22,257 Est. Cost $34.36 Unrealized +10.4%
DOW CHEM CO COM 0.2%
Value ($000) $1,147 Shares 23,912 Est. Cost $35.86 Unrealized
OXY OCCIDENTAL PETE 0.2%
Value ($000) $1,110 Shares 15,210 Est. Cost $58.05 Unrealized -3.9%
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,110 Shares 11,000 Est. Cost $65.69 Unrealized +22.5%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,100 Shares 14,596 Est. Cost $48.03 Unrealized -2.0%
ROYAL DUTCH SHELL ADR B 0.2%
Value ($000) $1,081 Shares 17,237 Est. Cost $66.37 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $1,029 Shares 29,375 Est. Cost $23.32 Unrealized +32.0%
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $1,017 Shares 5,877 Est. Cost $127.24 Unrealized
TBT PROSHARES ULTRASHORT 20+ YEAR 0.2%
Value ($000) $960 Shares 22,930 Est. Cost $58.60 Unrealized
BHP BHP BILLITON LTD SPONS 0.2%
Value ($000) $956 Shares 20,583 Est. Cost $56.73 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $932 Shares 11,138 Est. Cost $66.95 Unrealized
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $907 Shares 17,825 Est. Cost $42.43 Unrealized
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $905 Shares 6,667 Est. Cost $56.44 Unrealized +92.0%
L-3 COMMNCTNS HLDGS 0.2%
Value ($000) $890 Shares 7,075 Est. Cost $85.71 Unrealized
GME GAMESTOP CORP NEW CL A 0.2%
Value ($000) $890 Shares 23,440 Est. Cost $7.40 Unrealized -5.3%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $888 Shares 6,185 Est. Cost $79.54 Unrealized +49.0%
AVT AVNET INC 0.2%
Value ($000) $883 Shares 19,852 Est. Cost $27.01 Unrealized +28.7%
AME AMETEK INC NEW 0.2%
Value ($000) $877 Shares 16,700 Est. Cost $38.40 Unrealized +23.8%
SPY SPDR S&P 500 INDEX 0.2%
Value ($000) $868 Shares 4,206 Est. Cost $170.75 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $868 Shares 9,867 Est. Cost $75.93 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $842 Shares 11,319 Est. Cost $33.00 Unrealized +78.6%
KMI KINDER MORGAN INC 0.2%
Value ($000) $841 Shares 19,994 Est. Cost $22.54 Unrealized +5.9%
INDY ISHARES CNX INDIA 50 INDEX 0.2%
Value ($000) $826 Shares 26,349 Est. Cost $24.15 Unrealized
KRAFT FOODS GROUP INC 0.2%
Value ($000) $801 Shares 9,200 Est. Cost $55.88 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $773 Shares 19,073 Est. Cost $25.79 Unrealized +14.8%
ALTRIA GROUP INC 0.2%
Value ($000) $772 Shares 15,430 Est. Cost $34.40 Unrealized
AETNA INC NEW 0.1%
Value ($000) $767 Shares 7,200 Est. Cost $51.37 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $767 Shares 9,816 Est. Cost $42.13 Unrealized +18.8%
EWH ISHARES MSCI HONG KONG INDEX 0.1%
Value ($000) $745 Shares 33,965 Est. Cost $19.85 Unrealized
ELME WASHINGTON REAL EST INV TR SBI 0.1%
Value ($000) $740 Shares 26,794 Est. Cost $26.56 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $725 Shares 9,447 Est. Cost $67.96 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $725 Shares 22,008 Est. Cost $52.11 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $699 Shares 11,214 Est. Cost $40.16 Unrealized
IP INTL PAPER CO 0.1%
Value ($000) $686 Shares 12,361 Est. Cost $28.12 Unrealized +16.5%
BP BP PLC SPONS ADR 0.1%
Value ($000) $684 Shares 17,488 Est. Cost $43.16 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $684 Shares 3,371 Est. Cost $74.86 Unrealized +96.5%
LAM RESEARCH CORP COM 0.1%
Value ($000) $679 Shares 9,674 Est. Cost $46.82 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $670 Shares 8,531 Est. Cost $46.96 Unrealized
BABA ALIBABA GROUP HLDING -SP ADR 0.1%
Value ($000) $653 Shares 7,844 Est. Cost $103.56 Unrealized
SGENX FIRST EAGLE GLOBAL FUND 0.1%
Value ($000) $651 Shares 12,140 Est. Cost $52.13 Unrealized
ONEOK PARTNERS L.P 0.1%
Value ($000) $643 Shares 15,740 Est. Cost $57.39 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $642 Shares 6,735 Est. Cost $56.98 Unrealized +27.3%
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $629 Shares 12,248 Est. Cost $23.49 Unrealized +43.4%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $619 Shares 8,375 Est. Cost $39.49 Unrealized +88.9%
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $563 Shares 6,487 Est. Cost $70.88 Unrealized
FCNTX FIDELITY CONTRAFUND COM 0.1%
Value ($000) $553 Shares 5,481 Est. Cost $86.60 Unrealized
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $551 Shares 11,303 Est. Cost $46.59 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.1%
Value ($000) $549 Shares 2,881 Est. Cost $162.72 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $546 Shares 15,685 Est. Cost $20.17 Unrealized +25.6%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $540 Shares 5,460 Est. Cost $90.86 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $533 Shares 8,732 Est. Cost $35.61 Unrealized +22.7%
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $525 Shares 14,507 Est. Cost $34.48 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $522 Shares 8,148 Est. Cost $20.22 Unrealized +16.7%
CHUBB CORP 0.1%
Value ($000) $511 Shares 5,054 Est. Cost $87.93 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $503 Shares 6,395 Est. Cost $38.97 Unrealized +14.3%
R RYDER SYS INC COM 0.1%
Value ($000) $499 Shares 5,257 Est. Cost $60.67 Unrealized +51.4%
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $472 Shares 2,374 Est. Cost $85.94 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $455 Shares 16,874 Est. Cost $25.17 Unrealized
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $453 Shares 6,865 Est. Cost $43.08 Unrealized +7.0%
CERNER CORP 0.1%
Value ($000) $451 Shares 6,150 Est. Cost $69.46 Unrealized
FNB FNB CORP COM 0.1%
Value ($000) $447 Shares 34,028 Est. Cost $7.09 Unrealized +18.2%
FIRSTMERIT CORP 0.1%
Value ($000) $446 Shares 23,418 Est. Cost $20.01 Unrealized
SCHX SCHWAB US LARGE-CAP ETR 0.1%
Value ($000) $440 Shares 8,879 Est. Cost $43.18 Unrealized
DEO DIAGEO PLC NEW 0.1%
Value ($000) $430 Shares 3,892 Est. Cost $115.02 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $409 Shares 5,085 Est. Cost $67.17 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $409 Shares 5,635 Est. Cost $45.74 Unrealized +28.2%
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $409 Shares 19,950 Est. Cost $14.12 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $397 Shares 3,600 Est. Cost $56.06 Unrealized +42.6%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $391 Shares 31,651 Est. Cost $7.19 Unrealized +11.1%
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $390 Shares 7,200 Est. Cost $31.82 Unrealized +38.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $388 Shares 3,281 Est. Cost $69.16 Unrealized +34.7%
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.1%
Value ($000) $387 Shares 5,359 Est. Cost $60.69 Unrealized
UNUM GROUP 0.1%
Value ($000) $384 Shares 11,375 Est. Cost $29.38 Unrealized
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $381 Shares 13,548 Est. Cost $23.79 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $381 Shares 16,680 Est. Cost $26.76 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $378 Shares 4,537 Est. Cost $71.93 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $377 Shares 6,660 Est. Cost $32.23 Unrealized +13.7%
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $372 Shares 2,990 Est. Cost $97.44 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $371 Shares 4,616 Est. Cost $40.31 Unrealized +77.7%
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $358 Shares 24,952 Est. Cost $13.35 Unrealized
VWNEX VANGUARD/WINDSOR FD ADMIRAL SH 0.1%
Value ($000) $357 Shares 4,852 Est. Cost $60.41 Unrealized
ROYAL DUTCH SHELL ADR A 0.1%
Value ($000) $351 Shares 5,877 Est. Cost $64.11 Unrealized
DVY ISHARES DOW JONES SELECT DIVID 0.1%
Value ($000) $349 Shares 4,475 Est. Cost $69.68 Unrealized
DBEU DEUTSCHE X-TRACKERS MSCI EUROP 0.1%
Value ($000) $348 Shares 11,920 Est. Cost $29.19 Unrealized
IYW ISHARES DJ US TECHNOLOGY SECTO 0.1%
Value ($000) $346 Shares 3,292 Est. Cost $89.51 Unrealized
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $343 Shares 6,635 Est. Cost $51.82 Unrealized
AES CORP 0.1%
Value ($000) $341 Shares 26,517 Est. Cost $14.19 Unrealized
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $338 Shares 7,708 Est. Cost $36.14 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $335 Shares 3,223 Est. Cost $14.32 Unrealized +38.7%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $331 Shares 11,321 Est. Cost $20.75 Unrealized -2.4%
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $326 Shares 12,000 Est. Cost $17.04 Unrealized +14.4%
VNO VORNADO RLTY TR 0.1%
Value ($000) $326 Shares 2,912 Est. Cost $85.60 Unrealized
TAVFX THIRD AVE TR VALUE TR 0.1%
Value ($000) $323 Shares 5,666 Est. Cost $52.84 Unrealized
DEUTSCHE BANK AG ADR 0.1%
Value ($000) $321 Shares 9,240 Est. Cost $34.31 Unrealized
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $319 Shares 5,299 Est. Cost $57.16 Unrealized
GEF GREIF BROS CORP CLASS A 0.1%
Value ($000) $314 Shares 8,000 Est. Cost $31.80 Unrealized -14.4%
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $310 Shares 14,458 Est. Cost $17.73 Unrealized
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $308 Shares 5,294 Est. Cost $46.33 Unrealized
XLK SPDR FD TECHNOLGY SEL 0.1%
Value ($000) $302 Shares 7,295 Est. Cost $41.33 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $300 Shares 1,445 Est. Cost $157.33 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $293 Shares 10,326 Est. Cost $27.33 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $293 Shares 5,350 Est. Cost $38.40 Unrealized +7.3%
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $288 Shares 9,404 Est. Cost $27.46 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $286 Shares 5,000 Est. Cost $25.31 Unrealized +64.9%
MONSANTO CO. 0.1%
Value ($000) $279 Shares 2,475 Est. Cost $105.31 Unrealized
SEQUENOM INC 0.1%
Value ($000) $275 Shares 69,550 Est. Cost $3.37 Unrealized
SNY SANOFI 0.1%
Value ($000) $262 Shares 5,300 Est. Cost $51.63 Unrealized
HAL HALLIBURTON CO HOLDINGS CO 0.1%
Value ($000) $261 Shares 5,950 Est. Cost $33.21 Unrealized +1.8%
WISCONSIN ENERGY CORP 0.0%
Value ($000) $256 Shares 5,175 Est. Cost $52.08 Unrealized
GLAXOSMITHKLINE PLC SP ADR 0.0%
Value ($000) $252 Shares 5,459 Est. Cost $50.50 Unrealized
ACTAVIS, INC 0.0%
Value ($000) $252 Shares 846 Est. Cost $257.11 Unrealized
ALCOA INC 0.0%
Value ($000) $251 Shares 19,400 Est. Cost $7.82 Unrealized
IYF ISHARES DJ US FINANCIAL SECTOR 0.0%
Value ($000) $249 Shares 2,795 Est. Cost $83.78 Unrealized
PFF ISHARES S&P PREF STK INDX FN 0.0%
Value ($000) $247 Shares 6,160 Est. Cost $39.91 Unrealized
NATIONAL OILWELL VARCO COM 0.0%
Value ($000) $245 Shares 4,895 Est. Cost $78.68 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $244 Shares 4,764 Est. Cost $46.99 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $238 Shares 3,950 Est. Cost $38.10 Unrealized +9.1%
BROADCOM CORP CL A 0.0%
Value ($000) $237 Shares 5,475 Est. Cost $43.29 Unrealized
HANCOCK HORIZON DIVERSIFIED IN 0.0%
Value ($000) $232 Shares 10,794 Est. Cost $21.90 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $229 Shares 3,370 Est. Cost $61.57 Unrealized +6.3%
ITHIX HARTFORD CAPITAL APPREC-I 0.0%
Value ($000) $227 Shares 5,897 Est. Cost $38.63 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $226 Shares 9,680 Est. Cost $17.02 Unrealized +36.8%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $224 Shares 31,788 Est. Cost $4.20 Unrealized
BSFIX BARON SMALL CAP FUND-INST 0.0%
Value ($000) $220 Shares 6,162 Est. Cost $33.15 Unrealized
SAP SAP SE 0.0%
Value ($000) $220 Shares 3,050 Est. Cost $73.03 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $219 Shares 2,740 Est. Cost $63.44 Unrealized -0.5%
HANESBRANDS INC 0.0%
Value ($000) $218 Shares 6,500 Est. Cost $33.54 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $217 Shares 2,650 Est. Cost $60.13 Unrealized +34.3%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $211 Shares 2,820 Est. Cost $74.82 Unrealized
JAMCX JPMORGAN MID CAP VALUE FD-A 0.0%
Value ($000) $211 Shares 5,597 Est. Cost $36.45 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $209 Shares 1,310 Est. Cost $113.30 Unrealized +1.5%
VFINX VANGUARD 500 INDEX 0.0%
Value ($000) $208 Shares 1,089 Est. Cost $190.08 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $207 Shares 2,008 Est. Cost $101.10 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP IN 0.0%
Value ($000) $206 Shares 4,916 Est. Cost $27.23 Unrealized +4.7%
NORTHWEST NAT GAS CO 0.0%
Value ($000) $204 Shares 4,256 Est. Cost $49.93 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $204 Shares 3,181 Est. Cost $64.13 Unrealized
SNXFX SCHWAB 1000 FUND - INVESTOR SH 0.0%
Value ($000) $202 Shares 3,795 Est. Cost $53.23 Unrealized
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $202 Shares 18,190 Est. Cost $11.26 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $200 Shares 26,350 Est. Cost $3.74 Unrealized
TEKLA HEALTHCARE INVESTORS 0.0%
Value ($000) $200 Shares 5,741 Est. Cost $34.84 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $197 Shares 13,900 Est. Cost $14.17 Unrealized
JETIX ARTIO INT'L EQUITY FUND II 0.0%
Value ($000) $188 Shares 16,910 Est. Cost $11.19 Unrealized
FSDIX FIDELITY STR DVD&INC FUND 0.0%
Value ($000) $181 Shares 12,432 Est. Cost $15.17 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $154 Shares 10,000 Est. Cost $13.90 Unrealized
MBFAX WELLS FARGO ADVANTAGE TOT RET 0.0%
Value ($000) $153 Shares 11,515 Est. Cost $13.20 Unrealized
NUVEEN S&P 500 BUY-WRITE INC F 0.0%
Value ($000) $142 Shares 11,126 Est. Cost $12.76 Unrealized
ISHARES MSCI JAPAN INDEX 0.0%
Value ($000) $127 Shares 10,096 Est. Cost $10.84 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $88 Shares 16,300 Est. Cost $5.13 Unrealized
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $76 Shares 13,000 Est. Cost $6.08 Unrealized
GRUPO MEXICO SAB DE CV-SER B 0.0%
Value ($000) $60 Shares 20,426 Est. Cost $3.33 Unrealized
SINOCOKING COAL AND COKE CHEM 0.0%
Value ($000) $33 Shares 14,000 Est. Cost $2.36 Unrealized
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $26 Shares 17,900 Est. Cost $1.17 Unrealized -60.4%
BOMBARDIER INC CL B SUB-VTG 0.0%
Value ($000) $25 Shares 12,500 Est. Cost $3.39 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $21 Shares 17,086 Est. Cost $1.70 Unrealized
CAMACK ENERGY INC. 0.0%
Value ($000) $8 Shares 15,000 Est. Cost $0.80 Unrealized