CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 16, 2015

Total Value ($000): $458,353 (100.0% shares, 0.0% debt)

Holdings (243)

AAPL APPLE INC 3.1%
Value ($000) $14,044 Shares 127,324 Est. Cost $17.89 Unrealized +46.9%
JPMORGAN CHASE & CO 2.8%
Value ($000) $12,654 Shares 207,538 Est. Cost $52.99 Unrealized
GENERAL ELECTRIC CO 2.7%
Value ($000) $12,432 Shares 492,937 Est. Cost $23.32 Unrealized
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $12,386 Shares 132,686 Est. Cost $60.49 Unrealized +19.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.1%
Value ($000) $9,610 Shares 73,699 Est. Cost $110.45 Unrealized +24.0%
INTC INTEL CORP 1.9%
Value ($000) $8,845 Shares 293,464 Est. Cost $17.18 Unrealized +31.7%
CVS CVS HEALTH CORPORATION 1.9%
Value ($000) $8,796 Shares 91,164 Est. Cost $37.07 Unrealized +109.9%
PEP PEPSICO INC 1.9%
Value ($000) $8,489 Shares 90,023 Est. Cost $56.00 Unrealized +24.1%
EXXON MOBIL CORP 1.8%
Value ($000) $8,413 Shares 113,157 Est. Cost $90.02 Unrealized
VZ VERIZON COMMUNICATIONS 1.7%
Value ($000) $7,952 Shares 182,765 Est. Cost $26.70 Unrealized +1.2%
MSFT MICROSOFT CORP 1.7%
Value ($000) $7,657 Shares 173,011 Est. Cost $26.70 Unrealized +45.8%
CVX CHEVRON CORP 1.6%
Value ($000) $7,456 Shares 94,519 Est. Cost $67.56 Unrealized -20.3%
DIS WALT DISNEY CO 1.6%
Value ($000) $7,321 Shares 71,637 Est. Cost $58.07 Unrealized +71.7%
DU PONT E I DE NEMOURS 1.5%
Value ($000) $6,913 Shares 143,417 Est. Cost $52.69 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.5%
Value ($000) $6,891 Shares 47,534 Est. Cost $118.65 Unrealized -19.6%
CISCO SYS INC 1.5%
Value ($000) $6,797 Shares 258,946 Est. Cost $21.14 Unrealized
CONOCOPHILLIPS 1.4%
Value ($000) $6,463 Shares 134,764 Est. Cost $60.47 Unrealized
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $6,063 Shares 84,275 Est. Cost $55.00 Unrealized +2.4%
GOOG ALPHABET INC CL C 1.3%
Value ($000) $6,023 Shares 9,900 Est. Cost $30.50 Unrealized 0.0%
TGT TARGET CORP 1.3%
Value ($000) $6,011 Shares 76,417 Est. Cost $43.41 Unrealized +35.1%
AT&T INC 1.3%
Value ($000) $5,994 Shares 183,970 Est. Cost $36.24 Unrealized
TRV TRAVELERS COMPANIES INC 1.3%
Value ($000) $5,952 Shares 59,805 Est. Cost $63.45 Unrealized +28.2%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $5,465 Shares 73,716 Est. Cost $61.03 Unrealized +8.5%
COMCAST CORP CL A - SPL 1.2%
Value ($000) $5,365 Shares 93,720 Est. Cost $39.61 Unrealized
AEP AMERICAN ELEC PWR 1.2%
Value ($000) $5,323 Shares 93,614 Est. Cost $30.44 Unrealized +26.3%
SO SOUTHERN CO 1.1%
Value ($000) $5,258 Shares 117,633 Est. Cost $26.70 Unrealized +6.1%
ORCL ORACLE CORP 1.1%
Value ($000) $4,881 Shares 135,132 Est. Cost $28.04 Unrealized +17.4%
CNI CANADIAN NATL RAILWAY CO 1.0%
Value ($000) $4,779 Shares 84,197 Est. Cost $41.89 Unrealized +14.9%
CHD CHURCH & DWIGHT CO INC 1.0%
Value ($000) $4,686 Shares 55,851 Est. Cost $24.80 Unrealized +50.7%
EMC CORP-MASS 1.0%
Value ($000) $4,488 Shares 185,743 Est. Cost $23.66 Unrealized
HIG HARTFORD FINANCIAL SERVICES GR 0.9%
Value ($000) $4,312 Shares 94,184 Est. Cost $22.20 Unrealized +66.6%
ALL ALLSTATE CORP 0.9%
Value ($000) $4,294 Shares 73,737 Est. Cost $37.64 Unrealized +32.2%
WMT WAL-MART STORES INC 0.9%
Value ($000) $4,262 Shares 65,729 Est. Cost $19.95 Unrealized -5.2%
NSRGY NESTLE SA-SPONS ADR 0.9%
Value ($000) $4,255 Shares 56,547 Est. Cost $65.84 Unrealized
MET METLIFE 0.9%
Value ($000) $4,206 Shares 89,199 Est. Cost $26.13 Unrealized +25.9%
ABBV ABBVIE INC 0.9%
Value ($000) $4,186 Shares 76,932 Est. Cost $22.78 Unrealized +86.7%
GOOGL ALPHABET INC CL A 0.9%
Value ($000) $4,153 Shares 6,505 Est. Cost $31.95 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $3,902 Shares 22,457 Est. Cost $120.42 Unrealized +31.9%
NOVARTIS AG ADR 0.9%
Value ($000) $3,900 Shares 42,430 Est. Cost $70.85 Unrealized
GLW CORNING INC 0.8%
Value ($000) $3,841 Shares 224,328 Est. Cost $9.25 Unrealized +47.3%
WELL WELLTOWER INC 0.8%
Value ($000) $3,687 Shares 54,440 Est. Cost $44.80 Unrealized 0.0%
3M COMPANY 0.8%
Value ($000) $3,647 Shares 25,727 Est. Cost $107.03 Unrealized
D DOMINION RES INC VA NEW 0.8%
Value ($000) $3,549 Shares 50,420 Est. Cost $32.07 Unrealized +40.1%
BRK/A BERKSHIRE HATHAWAY - A 0.8%
Value ($000) $3,514 Shares 18 Est. Cost $165023.42 Unrealized +24.8%
PNC PNC FINANCIAL SERVICES GROUP 0.7%
Value ($000) $3,427 Shares 38,417 Est. Cost $47.34 Unrealized +43.0%
ANADARKO PETROLEUM CORP 0.7%
Value ($000) $3,366 Shares 55,740 Est. Cost $86.03 Unrealized
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,148 Shares 37,126 Est. Cost $70.66 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $3,025 Shares 61,239 Est. Cost $34.03 Unrealized +12.9%
META FACEBOOK INC A 0.7%
Value ($000) $3,013 Shares 33,520 Est. Cost $71.72 Unrealized +27.1%
QCOM QUALCOMM INC 0.7%
Value ($000) $3,012 Shares 56,054 Est. Cost $46.27 Unrealized -4.6%
HRL HORMEL FOODS CORP 0.7%
Value ($000) $2,982 Shares 47,100 Est. Cost $15.35 Unrealized +52.4%
PFE PFIZER INC 0.6%
Value ($000) $2,920 Shares 92,953 Est. Cost $16.94 Unrealized +21.7%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $2,853 Shares 70,937 Est. Cost $28.89 Unrealized +34.3%
BG 4.875 PERP BUNGE LTD 4.875% 0.6%
Value ($000) $2,641 Shares 26,910 Est. Cost $104.86 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $2,599 Shares 62,079 Est. Cost $23.17 Unrealized +46.9%
PH PARKER HANNIFIN CORP 0.6%
Value ($000) $2,596 Shares 26,680 Est. Cost $75.97 Unrealized +20.6%
HD HOME DEPOT INC 0.6%
Value ($000) $2,545 Shares 22,032 Est. Cost $56.12 Unrealized +61.2%
USB US BANCORP DEL NEW 0.6%
Value ($000) $2,525 Shares 61,563 Est. Cost $22.50 Unrealized +32.5%
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $2,520 Shares 57,063 Est. Cost $41.04 Unrealized -9.0%
GM GENERAL MOTORS CORP 0.5%
Value ($000) $2,472 Shares 82,361 Est. Cost $27.08 Unrealized -10.8%
SYY SYSCO CORP 0.5%
Value ($000) $2,444 Shares 62,708 Est. Cost $24.40 Unrealized +19.1%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,332 Shares 39,397 Est. Cost $24.03 Unrealized +85.3%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $2,271 Shares 27,325 Est. Cost $76.20 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $2,174 Shares 42,341 Est. Cost $28.79 Unrealized +42.7%
FDX FEDEX CORPORATION 0.5%
Value ($000) $2,148 Shares 14,921 Est. Cost $85.59 Unrealized +59.2%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $2,140 Shares 19,627 Est. Cost $63.14 Unrealized +22.6%
V VISA INC COM CL A 0.5%
Value ($000) $2,083 Shares 29,900 Est. Cost $56.14 Unrealized +18.3%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1,992 Shares 127,856 Est. Cost $10.64 Unrealized +26.4%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,884 Shares 19,118 Est. Cost $71.80 Unrealized +4.9%
VGSTX VANGUARD STAR FUND STAR PORTFO 0.4%
Value ($000) $1,867 Shares 79,157 Est. Cost $23.24 Unrealized
COMCAST CORP CL A 0.4%
Value ($000) $1,845 Shares 32,429 Est. Cost $45.76 Unrealized
EATON CORP 0.4%
Value ($000) $1,835 Shares 35,765 Est. Cost $66.13 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $1,826 Shares 20,523 Est. Cost $94.95 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,816 Shares 23,632 Est. Cost $40.44 Unrealized +33.6%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,805 Shares 26,164 Est. Cost $54.69 Unrealized +7.7%
NKE NIKE INC - B 0.4%
Value ($000) $1,719 Shares 13,980 Est. Cost $27.34 Unrealized +81.4%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $1,717 Shares 43,866 Est. Cost $21.30 Unrealized +50.2%
DVA DAVITA HEALTHCARE PARTNERS I 0.4%
Value ($000) $1,700 Shares 23,500 Est. Cost $73.37 Unrealized +5.7%
HARRIS CORP DEL 0.4%
Value ($000) $1,668 Shares 22,809 Est. Cost $49.26 Unrealized
VODAFONE GROUP PLC 0.3%
Value ($000) $1,583 Shares 49,877 Est. Cost $36.35 Unrealized
PST PROSHARES ULTRASHORT 7-10 YEAR 0.3%
Value ($000) $1,560 Shares 68,460 Est. Cost $27.04 Unrealized
KMI KINDER MORGAN INC 0.3%
Value ($000) $1,539 Shares 55,594 Est. Cost $20.73 Unrealized -5.7%
CRS CARPENTER TECHNOLOGY 0.3%
Value ($000) $1,530 Shares 51,400 Est. Cost $40.60 Unrealized -25.5%
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,456 Shares 16,160 Est. Cost $72.14 Unrealized +22.4%
BA BOEING CO 0.3%
Value ($000) $1,433 Shares 10,940 Est. Cost $94.76 Unrealized +30.1%
THE BLACKSTONE GROUP LP 0.3%
Value ($000) $1,421 Shares 44,864 Est. Cost $21.87 Unrealized
AMAT APPLIED MATERIALS INC DELAWARE 0.3%
Value ($000) $1,418 Shares 96,555 Est. Cost $12.44 Unrealized +18.5%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,412 Shares 22,253 Est. Cost $43.67 Unrealized +17.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,399 Shares 11,441 Est. Cost $81.13 Unrealized +55.7%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,396 Shares 73,819 Est. Cost $13.36 Unrealized +5.9%
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,388 Shares 42,346 Est. Cost $42.19 Unrealized
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $1,382 Shares 29,830 Est. Cost $32.09 Unrealized +16.0%
DE DEERE & CO 0.3%
Value ($000) $1,289 Shares 17,418 Est. Cost $70.59 Unrealized +3.9%
AXAHY AXA-SPONS ADR 0.3%
Value ($000) $1,277 Shares 52,507 Est. Cost $23.45 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,271 Shares 13,419 Est. Cost $54.03 Unrealized +35.7%
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.3%
Value ($000) $1,260 Shares 35,526 Est. Cost $36.94 Unrealized
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,238 Shares 15,408 Est. Cost $45.76 Unrealized +39.6%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $1,228 Shares 11,251 Est. Cost $52.72 Unrealized +79.6%
BED BATH & BEYOND INC 0.3%
Value ($000) $1,207 Shares 21,175 Est. Cost $69.33 Unrealized
EMN EASTMAN CHEMICAL 0.3%
Value ($000) $1,196 Shares 18,484 Est. Cost $53.50 Unrealized -1.3%
C CITIGROUP INC 0.3%
Value ($000) $1,156 Shares 23,293 Est. Cost $34.64 Unrealized +17.7%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $1,152 Shares 14,526 Est. Cost $48.03 Unrealized +1.8%
KAYNE ANDERSON ENERGY COM 0.2%
Value ($000) $1,136 Shares 86,850 Est. Cost $26.57 Unrealized
M MACYS INC COM 0.2%
Value ($000) $1,126 Shares 21,935 Est. Cost $59.34 Unrealized +5.7%
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $1,108 Shares 27,913 Est. Cost $16.79 Unrealized +65.6%
GME GAMESTOP CORP NEW CL A 0.2%
Value ($000) $1,105 Shares 26,815 Est. Cost $7.45 Unrealized +13.3%
MARATHON OIL CORP 0.2%
Value ($000) $1,071 Shares 69,564 Est. Cost $33.60 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,066 Shares 11,600 Est. Cost $66.07 Unrealized +7.5%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,065 Shares 9,967 Est. Cost $154.50 Unrealized
DOW CHEM CO COM 0.2%
Value ($000) $1,065 Shares 25,112 Est. Cost $36.53 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $998 Shares 12,129 Est. Cost $51.33 Unrealized +33.2%
OXY OCCIDENTAL PETE 0.2%
Value ($000) $994 Shares 15,025 Est. Cost $58.05 Unrealized -11.6%
XYL XYLEM INC 0.2%
Value ($000) $944 Shares 28,725 Est. Cost $23.32 Unrealized +26.8%
JOHNSON CONTROLS INC 0.2%
Value ($000) $932 Shares 22,537 Est. Cost $36.11 Unrealized
BHP BHP BILLITON LTD SPONS 0.2%
Value ($000) $924 Shares 29,213 Est. Cost $51.83 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $917 Shares 6,910 Est. Cost $83.66 Unrealized +42.5%
TBT PROSHARES ULTRASHORT 20+ YEAR 0.2%
Value ($000) $914 Shares 21,080 Est. Cost $58.60 Unrealized
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $896 Shares 5,757 Est. Cost $127.24 Unrealized
DENTSPLY INTERNATIONAL INC NEW 0.2%
Value ($000) $880 Shares 17,400 Est. Cost $42.43 Unrealized
AME AMETEK INC NEW 0.2%
Value ($000) $874 Shares 16,700 Est. Cost $38.40 Unrealized +30.9%
AVT AVNET INC 0.2%
Value ($000) $872 Shares 20,427 Est. Cost $27.22 Unrealized +21.1%
SPY SPDR S&P 500 INDEX 0.2%
Value ($000) $868 Shares 4,531 Est. Cost $173.12 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $820 Shares 10,683 Est. Cost $66.95 Unrealized
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $818 Shares 5,927 Est. Cost $56.44 Unrealized +104.6%
TIFFANY & CO NEW 0.2%
Value ($000) $785 Shares 10,170 Est. Cost $75.96 Unrealized
ROYAL DUTCH SHELL ADR B 0.2%
Value ($000) $773 Shares 16,280 Est. Cost $66.37 Unrealized
ELME WASHINGTON REAL EST INV TR SBI 0.2%
Value ($000) $770 Shares 30,894 Est. Cost $26.49 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $767 Shares 11,122 Est. Cost $33.33 Unrealized +70.9%
KO COCA-COLA CO 0.2%
Value ($000) $756 Shares 18,850 Est. Cost $25.79 Unrealized +11.8%
INDY ISHARES CNX INDIA 50 INDEX 0.2%
Value ($000) $728 Shares 26,099 Est. Cost $24.15 Unrealized
CPT CAMDEN PROPERTY TRUST 0.2%
Value ($000) $725 Shares 9,816 Est. Cost $42.13 Unrealized +19.7%
ALTRIA GROUP INC 0.2%
Value ($000) $725 Shares 13,320 Est. Cost $34.40 Unrealized
BAXALTA INC 0.2%
Value ($000) $693 Shares 21,985 Est. Cost $31.52 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $679 Shares 8,885 Est. Cost $58.29 Unrealized +11.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $678 Shares 3,271 Est. Cost $74.86 Unrealized +105.6%
DUKE ENERGY CORP 0.1%
Value ($000) $677 Shares 9,405 Est. Cost $67.96 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $677 Shares 10,132 Est. Cost $36.36 Unrealized +19.5%
IP INTL PAPER CO 0.1%
Value ($000) $668 Shares 17,671 Est. Cost $28.63 Unrealized -5.2%
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $656 Shares 8,300 Est. Cost $46.96 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $643 Shares 6,635 Est. Cost $56.98 Unrealized +38.3%
APACHE CORP 0.1%
Value ($000) $640 Shares 16,350 Est. Cost $81.68 Unrealized
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $630 Shares 9,650 Est. Cost $43.58 Unrealized +3.2%
EWH ISHARES MSCI HONG KONG INDEX 0.1%
Value ($000) $626 Shares 32,765 Est. Cost $19.85 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $623 Shares 7,575 Est. Cost $39.49 Unrealized +105.3%
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $612 Shares 14,365 Est. Cost $47.22 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $591 Shares 19,323 Est. Cost $41.93 Unrealized
BABA ALIBABA GROUP HLDING -SP ADR 0.1%
Value ($000) $580 Shares 9,834 Est. Cost $96.09 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $580 Shares 12,248 Est. Cost $23.49 Unrealized +50.0%
L-3 COMMNCTNS HLDGS 0.1%
Value ($000) $546 Shares 5,225 Est. Cost $85.71 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $534 Shares 15,085 Est. Cost $20.17 Unrealized +21.7%
LAM RESEARCH CORP COM 0.1%
Value ($000) $532 Shares 8,144 Est. Cost $47.84 Unrealized
FCNTX FIDELITY CONTRAFUND COM 0.1%
Value ($000) $528 Shares 5,429 Est. Cost $87.13 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $525 Shares 21,088 Est. Cost $51.60 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $520 Shares 6,427 Est. Cost $70.88 Unrealized
SGENX FIRST EAGLE GLOBAL FUND 0.1%
Value ($000) $505 Shares 10,151 Est. Cost $52.13 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $469 Shares 4,043 Est. Cost $75.13 Unrealized +34.7%
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $463 Shares 8,209 Est. Cost $40.16 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $460 Shares 5,500 Est. Cost $45.74 Unrealized +54.1%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $452 Shares 4,860 Est. Cost $90.86 Unrealized
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $445 Shares 8,995 Est. Cost $51.87 Unrealized
FNB FNB CORP COM 0.1%
Value ($000) $441 Shares 34,028 Est. Cost $7.09 Unrealized +25.8%
CLX CLOROX COMPANY DE 0.1%
Value ($000) $427 Shares 3,700 Est. Cost $56.71 Unrealized +47.9%
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $423 Shares 2,374 Est. Cost $85.94 Unrealized
ONEOK PARTNERS L.P 0.1%
Value ($000) $418 Shares 14,273 Est. Cost $57.39 Unrealized
FIRSTMERIT CORP 0.1%
Value ($000) $414 Shares 23,418 Est. Cost $20.01 Unrealized
SCHX SCHWAB US LARGE-CAP ETR 0.1%
Value ($000) $394 Shares 8,619 Est. Cost $43.18 Unrealized
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $391 Shares 7,100 Est. Cost $31.82 Unrealized +34.3%
AFL AFLAC INC 0.1%
Value ($000) $386 Shares 6,648 Est. Cost $20.22 Unrealized +17.2%
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $383 Shares 31,651 Est. Cost $7.19 Unrealized +18.5%
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $382 Shares 5,185 Est. Cost $67.39 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $381 Shares 6,793 Est. Cost $32.36 Unrealized +23.5%
UNUM GROUP 0.1%
Value ($000) $378 Shares 11,775 Est. Cost $30.12 Unrealized
GILD GILEAD SCIENCES 0.1%
Value ($000) $370 Shares 3,765 Est. Cost $76.28 Unrealized +1.6%
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $369 Shares 14,057 Est. Cost $34.48 Unrealized
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $368 Shares 12,000 Est. Cost $17.04 Unrealized +30.6%
CERNER CORP 0.1%
Value ($000) $366 Shares 6,100 Est. Cost $68.60 Unrealized
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $361 Shares 19,950 Est. Cost $14.12 Unrealized
DAL DELTA AIR LINES INC 0.1%
Value ($000) $357 Shares 7,950 Est. Cost $38.40 Unrealized +3.0%
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $346 Shares 13,823 Est. Cost $25.17 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $337 Shares 4,537 Est. Cost $71.93 Unrealized
IYW ISHARES DJ US TECHNOLOGY SECTO 0.1%
Value ($000) $333 Shares 3,372 Est. Cost $89.74 Unrealized
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $332 Shares 13,330 Est. Cost $23.79 Unrealized
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.1%
Value ($000) $329 Shares 5,104 Est. Cost $60.85 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $321 Shares 2,940 Est. Cost $97.44 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $315 Shares 4,616 Est. Cost $40.31 Unrealized +62.2%
CHUBB CORP 0.1%
Value ($000) $310 Shares 2,527 Est. Cost $87.93 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $307 Shares 5,399 Est. Cost $38.40 Unrealized +22.9%
DVY ISHARES DOW JONES SELECT DIVID 0.1%
Value ($000) $307 Shares 4,225 Est. Cost $69.72 Unrealized
DEO DIAGEO PLC NEW 0.1%
Value ($000) $306 Shares 2,836 Est. Cost $115.04 Unrealized
DBEU DEUTSCHE X-TRACKERS MSCI EUROP 0.1%
Value ($000) $302 Shares 12,066 Est. Cost $29.17 Unrealized
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $300 Shares 24,952 Est. Cost $13.35 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $300 Shares 4,058 Est. Cost $60.67 Unrealized +40.7%
AETNA INC NEW 0.1%
Value ($000) $298 Shares 2,725 Est. Cost $51.37 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $290 Shares 1,505 Est. Cost $159.32 Unrealized
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $287 Shares 5,299 Est. Cost $57.16 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $285 Shares 2,917 Est. Cost $14.32 Unrealized +35.7%
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $284 Shares 7,675 Est. Cost $36.14 Unrealized
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $276 Shares 14,458 Est. Cost $17.73 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $270 Shares 5,175 Est. Cost $33.96 Unrealized +2.5%
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $270 Shares 5,294 Est. Cost $46.33 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $263 Shares 2,912 Est. Cost $85.60 Unrealized
AES CORP 0.1%
Value ($000) $260 Shares 26,517 Est. Cost $14.19 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.1%
Value ($000) $259 Shares 1,464 Est. Cost $162.72 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI E 0.1%
Value ($000) $258 Shares 10,415 Est. Cost $27.68 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.1%
Value ($000) $255 Shares 3,670 Est. Cost $73.59 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $254 Shares 9,404 Est. Cost $27.46 Unrealized
SNY SANOFI 0.1%
Value ($000) $252 Shares 5,300 Est. Cost $51.63 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $250 Shares 10,659 Est. Cost $27.27 Unrealized
GEF GREIF BROS CORP CLASS A 0.1%
Value ($000) $249 Shares 7,800 Est. Cost $31.80 Unrealized -30.4%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $248 Shares 5,000 Est. Cost $25.31 Unrealized +45.1%
YUM YUM BRANDS INC 0.1%
Value ($000) $245 Shares 3,070 Est. Cost $38.97 Unrealized +27.9%
LEUTHOLD CORE INVESTMENT FUND 0.1%
Value ($000) $237 Shares 12,862 Est. Cost $18.74 Unrealized
IYF ISHARES DJ US FINANCIAL SECTOR 0.1%
Value ($000) $237 Shares 2,815 Est. Cost $83.79 Unrealized
PFF ISHARES S&P PREF STK INDX FN 0.1%
Value ($000) $236 Shares 6,110 Est. Cost $39.91 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $230 Shares 846 Est. Cost $303.78 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.0%
Value ($000) $228 Shares 12,715 Est. Cost $26.76 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $226 Shares 4,764 Est. Cost $46.99 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $224 Shares 8,400 Est. Cost $20.75 Unrealized -10.6%
CRANE CO. 0.0%
Value ($000) $223 Shares 4,790 Est. Cost $46.56 Unrealized
ITHIX HARTFORD CAPITAL APPREC-I 0.0%
Value ($000) $208 Shares 5,897 Est. Cost $38.63 Unrealized
LANDAUER INC. 0.0%
Value ($000) $207 Shares 5,590 Est. Cost $37.03 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $206 Shares 2,600 Est. Cost $60.13 Unrealized +32.9%
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $204 Shares 18,450 Est. Cost $11.26 Unrealized
ROYAL DUTCH SHELL ADR A 0.0%
Value ($000) $204 Shares 4,297 Est. Cost $64.11 Unrealized
HANCOCK HORIZON DIVERSIFIED IN 0.0%
Value ($000) $202 Shares 10,794 Est. Cost $21.90 Unrealized
HAL HALLIBURTON CO HOLDINGS CO 0.0%
Value ($000) $201 Shares 5,700 Est. Cost $33.21 Unrealized -3.1%
FSDIX FIDELITY STR DVD&INC FUND 0.0%
Value ($000) $169 Shares 12,530 Est. Cost $15.14 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $161 Shares 10,000 Est. Cost $13.90 Unrealized
JETIX ARTIO INT'L EQUITY FUND II 0.0%
Value ($000) $159 Shares 16,910 Est. Cost $11.19 Unrealized
MBFAX WELLS FARGO ADVANTAGE TOT RET 0.0%
Value ($000) $151 Shares 11,515 Est. Cost $13.20 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $150 Shares 31,596 Est. Cost $4.20 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $146 Shares 21,600 Est. Cost $3.74 Unrealized
NOINX NORTHERN INTERNATIONAL EQUITY 0.0%
Value ($000) $140 Shares 13,047 Est. Cost $11.88 Unrealized
NUVEEN S&P 500 BUY-WRITE INC F 0.0%
Value ($000) $135 Shares 11,126 Est. Cost $12.76 Unrealized
SEQUENOM INC 0.0%
Value ($000) $128 Shares 73,000 Est. Cost $3.30 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $104 Shares 14,250 Est. Cost $13.99 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $75 Shares 16,298 Est. Cost $5.13 Unrealized
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $74 Shares 13,000 Est. Cost $6.08 Unrealized
GRUPO MEXICO SAB DE CV-SER B 0.0%
Value ($000) $49 Shares 20,426 Est. Cost $3.33 Unrealized
FSUMF FORTESCUE METALS GROUPS LTD 0.0%
Value ($000) $23 Shares 17,900 Est. Cost $1.17 Unrealized -70.6%
BOMBARDIER INC CL B SUB-VTG 0.0%
Value ($000) $15 Shares 12,500 Est. Cost $3.39 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $14 Shares 17,086 Est. Cost $1.70 Unrealized
HONGLI CLEAN ENERGY TECHNOLOGY 0.0%
Value ($000) $10 Shares 23,000 Est. Cost $0.43 Unrealized