CARRET ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000791490 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 17, 2016

Total Value ($000): $471,128 (100.0% shares, 0.0% debt)

Holdings (238)

GENERAL ELECTRIC CO 3.1%
Value ($000) $14,835 Shares 466,658 Est. Cost $23.32 Unrealized
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $14,202 Shares 131,260 Est. Cost $60.49 Unrealized +30.2%
AAPL APPLE INC 2.9%
Value ($000) $13,626 Shares 125,018 Est. Cost $17.89 Unrealized +26.0%
JPMORGAN CHASE & CO 2.6%
Value ($000) $12,093 Shares 204,197 Est. Cost $52.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 2.1%
Value ($000) $10,006 Shares 70,524 Est. Cost $110.45 Unrealized +20.0%
EXXON MOBIL CORP 2.1%
Value ($000) $9,931 Shares 118,801 Est. Cost $89.69 Unrealized
VZ VERIZON COMMUNICATIONS 2.1%
Value ($000) $9,743 Shares 180,162 Est. Cost $26.70 Unrealized +12.5%
INTC INTEL CORP 2.0%
Value ($000) $9,270 Shares 286,544 Est. Cost $17.18 Unrealized +42.0%
MSFT MICROSOFT CORP 1.9%
Value ($000) $9,033 Shares 163,560 Est. Cost $27.34 Unrealized +68.5%
CVS CVS HEALTH CORPORATION 1.9%
Value ($000) $9,022 Shares 86,976 Est. Cost $37.07 Unrealized +95.3%
CVX CHEVRON CORP 1.9%
Value ($000) $8,976 Shares 94,092 Est. Cost $67.56 Unrealized -15.0%
PEP PEPSICO INC 1.9%
Value ($000) $8,802 Shares 85,887 Est. Cost $56.00 Unrealized +30.8%
DU PONT E I DE NEMOURS 1.6%
Value ($000) $7,577 Shares 119,656 Est. Cost $52.69 Unrealized
CISCO SYS INC 1.6%
Value ($000) $7,551 Shares 265,242 Est. Cost $21.42 Unrealized
COMCAST CORP CL A 1.6%
Value ($000) $7,516 Shares 123,048 Est. Cost $53.62 Unrealized
DIS WALT DISNEY CO 1.6%
Value ($000) $7,373 Shares 74,242 Est. Cost $59.76 Unrealized +48.9%
GOOG ALPHABET INC CL C 1.5%
Value ($000) $7,146 Shares 9,592 Est. Cost $30.50 Unrealized +16.6%
AT&T INC 1.5%
Value ($000) $6,970 Shares 177,937 Est. Cost $36.24 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.5%
Value ($000) $6,865 Shares 45,330 Est. Cost $118.65 Unrealized -29.1%
TRV TRAVELERS COMPANIES INC 1.4%
Value ($000) $6,744 Shares 57,784 Est. Cost $63.45 Unrealized +38.4%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,543 Shares 79,493 Est. Cost $55.00 Unrealized +12.1%
TGT TARGET CORP 1.3%
Value ($000) $6,144 Shares 74,672 Est. Cost $43.41 Unrealized +29.9%
AEP AMERICAN ELEC PWR 1.3%
Value ($000) $6,078 Shares 91,539 Est. Cost $30.44 Unrealized +43.5%
SO SOUTHERN CO 1.3%
Value ($000) $5,992 Shares 115,839 Est. Cost $26.70 Unrealized +20.7%
ORCL ORACLE CORP 1.1%
Value ($000) $5,070 Shares 123,941 Est. Cost $28.04 Unrealized +13.9%
GOOGL ALPHABET INC CL A 1.1%
Value ($000) $4,949 Shares 6,487 Est. Cost $31.95 Unrealized +14.4%
EMC CORP-MASS 1.0%
Value ($000) $4,858 Shares 182,278 Est. Cost $23.66 Unrealized
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $4,846 Shares 78,931 Est. Cost $61.16 Unrealized -17.4%
CNI CANADIAN NATL RAILWAY CO 1.0%
Value ($000) $4,841 Shares 77,507 Est. Cost $41.89 Unrealized +11.6%
ALL ALLSTATE CORP 1.0%
Value ($000) $4,805 Shares 71,327 Est. Cost $37.64 Unrealized +34.2%
CHD CHURCH & DWIGHT CO INC 1.0%
Value ($000) $4,710 Shares 51,101 Est. Cost $24.80 Unrealized +54.8%
GLW CORNING INC 1.0%
Value ($000) $4,641 Shares 222,153 Est. Cost $9.25 Unrealized +54.0%
WMT WAL-MART STORES INC 0.9%
Value ($000) $4,428 Shares 64,654 Est. Cost $19.95 Unrealized -8.2%
MET METLIFE 0.9%
Value ($000) $4,371 Shares 99,466 Est. Cost $26.26 Unrealized +1.8%
NSRGY NESTLE SA-SPONS ADR 0.9%
Value ($000) $4,249 Shares 56,947 Est. Cost $65.84 Unrealized
HIG HARTFORD FINANCIAL SERVICES GR 0.9%
Value ($000) $4,223 Shares 91,654 Est. Cost $22.20 Unrealized +53.0%
ABBV ABBVIE INC 0.9%
Value ($000) $4,197 Shares 73,478 Est. Cost $22.78 Unrealized +62.9%
3M COMPANY 0.9%
Value ($000) $4,083 Shares 24,502 Est. Cost $107.03 Unrealized
BRK/A BERKSHIRE HATHAWAY - A 0.8%
Value ($000) $3,842 Shares 18 Est. Cost $165023.42 Unrealized +20.9%
WELL WELLTOWER INC 0.8%
Value ($000) $3,817 Shares 55,050 Est. Cost $44.80 Unrealized -0.9%
HRL HORMEL FOODS CORP 0.8%
Value ($000) $3,795 Shares 87,774 Est. Cost $23.78 Unrealized +37.8%
D DOMINION RES INC VA NEW 0.8%
Value ($000) $3,714 Shares 49,436 Est. Cost $32.07 Unrealized +43.7%
META FACEBOOK INC A 0.8%
Value ($000) $3,714 Shares 32,554 Est. Cost $71.72 Unrealized +46.1%
MRK MERCK & CO INC 0.7%
Value ($000) $3,502 Shares 66,186 Est. Cost $34.17 Unrealized +5.5%
PNC PNC FINANCIAL SERVICES GROUP 0.7%
Value ($000) $3,484 Shares 41,200 Est. Cost $48.40 Unrealized +28.0%
CONOCOPHILLIPS 0.7%
Value ($000) $3,373 Shares 83,752 Est. Cost $60.47 Unrealized
NOVARTIS AG ADR 0.7%
Value ($000) $3,261 Shares 45,011 Est. Cost $71.23 Unrealized
OEF ISHARES S&P 100 INDEX 0.7%
Value ($000) $3,247 Shares 35,536 Est. Cost $70.66 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $3,234 Shares 20,604 Est. Cost $120.42 Unrealized +4.8%
QCOM QUALCOMM INC 0.7%
Value ($000) $3,212 Shares 62,799 Est. Cost $45.27 Unrealized -18.5%
FDX FEDEX CORPORATION 0.6%
Value ($000) $3,011 Shares 18,507 Est. Cost $92.16 Unrealized +29.3%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $2,992 Shares 55,021 Est. Cost $40.96 Unrealized -8.7%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $2,962 Shares 70,803 Est. Cost $29.00 Unrealized +13.8%
PFE PFIZER INC 0.6%
Value ($000) $2,782 Shares 93,843 Est. Cost $16.94 Unrealized +10.3%
BG 4.875 PERP BUNGE LTD 4.875% 0.6%
Value ($000) $2,649 Shares 30,895 Est. Cost $102.83 Unrealized
ANADARKO PETROLEUM CORP 0.6%
Value ($000) $2,627 Shares 56,402 Est. Cost $83.35 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $2,620 Shares 19,636 Est. Cost $56.12 Unrealized +75.3%
USB US BANCORP DEL NEW 0.5%
Value ($000) $2,582 Shares 63,611 Est. Cost $22.69 Unrealized +22.5%
PH PARKER HANNIFIN CORP 0.5%
Value ($000) $2,537 Shares 22,837 Est. Cost $75.97 Unrealized +13.1%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,511 Shares 39,307 Est. Cost $24.03 Unrealized +86.5%
GM GENERAL MOTORS CORP 0.5%
Value ($000) $2,495 Shares 79,393 Est. Cost $27.01 Unrealized -10.1%
EATON CORP 0.5%
Value ($000) $2,378 Shares 38,010 Est. Cost $65.84 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $2,335 Shares 48,275 Est. Cost $30.04 Unrealized +23.5%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $2,330 Shares 27,655 Est. Cost $76.37 Unrealized
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $2,261 Shares 16,807 Est. Cost $63.14 Unrealized +46.9%
MCD MCDONALDS CORP 0.5%
Value ($000) $2,228 Shares 17,724 Est. Cost $71.80 Unrealized +30.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $2,076 Shares 51,754 Est. Cost $23.17 Unrealized +39.9%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,049 Shares 27,784 Est. Cost $54.68 Unrealized -2.8%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $2,048 Shares 13,489 Est. Cost $103.39 Unrealized +18.2%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,038 Shares 20,363 Est. Cost $94.95 Unrealized
SYY SYSCO CORP 0.4%
Value ($000) $2,030 Shares 43,438 Est. Cost $24.40 Unrealized +36.8%
AMAT APPLIED MATERIALS INC DELAWARE 0.4%
Value ($000) $1,996 Shares 94,255 Est. Cost $12.44 Unrealized +30.8%
PSX PHILLIPS 66 0.4%
Value ($000) $1,960 Shares 22,632 Est. Cost $40.44 Unrealized +38.6%
V VISA INC COM CL A 0.4%
Value ($000) $1,942 Shares 25,386 Est. Cost $56.14 Unrealized +20.8%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1,904 Shares 140,802 Est. Cost $10.67 Unrealized +1.8%
VGSTX VANGUARD STAR FUND STAR PORTFO 0.4%
Value ($000) $1,714 Shares 73,199 Est. Cost $23.24 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,656 Shares 11,696 Est. Cost $82.38 Unrealized +58.1%
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,622 Shares 17,160 Est. Cost $73.31 Unrealized +13.8%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,612 Shares 43,766 Est. Cost $21.30 Unrealized +32.2%
HARRIS CORP DEL 0.3%
Value ($000) $1,600 Shares 20,550 Est. Cost $49.26 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,568 Shares 93,969 Est. Cost $12.96 Unrealized -10.5%
IP INTL PAPER CO 0.3%
Value ($000) $1,531 Shares 37,316 Est. Cost $25.89 Unrealized -11.9%
CRS CARPENTER TECHNOLOGY 0.3%
Value ($000) $1,494 Shares 43,659 Est. Cost $40.60 Unrealized -39.0%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,480 Shares 20,953 Est. Cost $43.67 Unrealized +21.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,453 Shares 12,969 Est. Cost $54.03 Unrealized +41.3%
NKE NIKE INC - B 0.3%
Value ($000) $1,410 Shares 22,938 Est. Cost $40.81 Unrealized +30.3%
BA BOEING CO 0.3%
Value ($000) $1,401 Shares 11,036 Est. Cost $95.08 Unrealized +17.7%
VODAFONE GROUP PLC 0.3%
Value ($000) $1,379 Shares 43,028 Est. Cost $36.25 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.3%
Value ($000) $1,287 Shares 37,566 Est. Cost $42.19 Unrealized
M MACYS INC COM 0.3%
Value ($000) $1,285 Shares 29,145 Est. Cost $55.32 Unrealized -25.3%
AXAHY AXA-SPONS ADR 0.3%
Value ($000) $1,276 Shares 54,532 Est. Cost $23.45 Unrealized
DOW CHEM CO COM 0.3%
Value ($000) $1,268 Shares 24,922 Est. Cost $36.53 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $1,253 Shares 12,229 Est. Cost $51.65 Unrealized +41.8%
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $1,250 Shares 13,933 Est. Cost $45.76 Unrealized +47.9%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $1,226 Shares 12,501 Est. Cost $48.03 Unrealized +16.3%
EMN EASTMAN CHEMICAL 0.3%
Value ($000) $1,210 Shares 16,756 Est. Cost $53.50 Unrealized -11.3%
BED BATH & BEYOND INC 0.2%
Value ($000) $1,155 Shares 23,259 Est. Cost $66.41 Unrealized
PST PROSHARES ULTRASHORT 7-10 YEAR 0.2%
Value ($000) $1,152 Shares 54,515 Est. Cost $27.04 Unrealized
NWL NEWELL BRANDS INC 0.2%
Value ($000) $1,152 Shares 26,013 Est. Cost $16.79 Unrealized +56.0%
C CITIGROUP INC 0.2%
Value ($000) $1,087 Shares 26,031 Est. Cost $34.76 Unrealized -10.1%
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,077 Shares 11,700 Est. Cost $66.13 Unrealized +6.6%
AMP AMERIPRISE FINANCIAL INC 0.2%
Value ($000) $1,058 Shares 11,251 Est. Cost $52.72 Unrealized +38.2%
OXY OCCIDENTAL PETE 0.2%
Value ($000) $979 Shares 14,302 Est. Cost $58.05 Unrealized -13.2%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $975 Shares 8,292 Est. Cost $154.50 Unrealized
SPY SPDR S&P 500 INDEX 0.2%
Value ($000) $941 Shares 4,581 Est. Cost $174.18 Unrealized
IWR ISHARES RUSSELL MID-CAP INDEX 0.2%
Value ($000) $932 Shares 5,722 Est. Cost $127.24 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $932 Shares 22,795 Est. Cost $23.32 Unrealized +40.0%
AVT AVNET INC 0.2%
Value ($000) $905 Shares 20,427 Est. Cost $27.22 Unrealized +20.5%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $884 Shares 10,733 Est. Cost $66.95 Unrealized
ELME WASHINGTON REAL EST INV TR SBI 0.2%
Value ($000) $853 Shares 29,204 Est. Cost $26.51 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $846 Shares 18,246 Est. Cost $25.79 Unrealized +23.5%
AME AMETEK INC NEW 0.2%
Value ($000) $835 Shares 16,700 Est. Cost $38.40 Unrealized +16.0%
JOHNSON CONTROLS INC 0.2%
Value ($000) $830 Shares 21,287 Est. Cost $36.11 Unrealized
CPT CAMDEN PROPERTY TRUST 0.2%
Value ($000) $825 Shares 9,816 Est. Cost $42.13 Unrealized +22.9%
DVA DAVITA HEALTHCARE PARTNERS I 0.2%
Value ($000) $818 Shares 11,150 Est. Cost $73.37 Unrealized -8.0%
MPC MARATHON PETROLEUM CORP 0.2%
Value ($000) $813 Shares 21,877 Est. Cost $32.09 Unrealized -13.1%
ROYAL DUTCH SHELL ADR B 0.2%
Value ($000) $801 Shares 16,280 Est. Cost $66.37 Unrealized
DUKE ENERGY CORP 0.2%
Value ($000) $791 Shares 9,805 Est. Cost $68.14 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $774 Shares 10,222 Est. Cost $33.33 Unrealized +76.7%
GD GENL DYNAMICS CORP COM 0.2%
Value ($000) $739 Shares 5,627 Est. Cost $56.44 Unrealized +89.2%
DR PEPPER SNAPPLE GROUP INC 0.2%
Value ($000) $715 Shares 8,000 Est. Cost $46.96 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $713 Shares 9,302 Est. Cost $36.36 Unrealized +36.9%
FXI ISHARES FTSE CHINA 25 LARGE-CA 0.1%
Value ($000) $699 Shares 20,716 Est. Cost $36.94 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $698 Shares 6,635 Est. Cost $56.98 Unrealized +31.8%
INDY ISHARES CNX INDIA 50 INDEX 0.1%
Value ($000) $695 Shares 25,849 Est. Cost $24.15 Unrealized
APACHE CORP 0.1%
Value ($000) $651 Shares 13,344 Est. Cost $81.68 Unrealized
TIFFANY & CO NEW 0.1%
Value ($000) $647 Shares 8,820 Est. Cost $75.96 Unrealized
EWH ISHARES MSCI HONG KONG INDEX 0.1%
Value ($000) $638 Shares 32,290 Est. Cost $19.85 Unrealized
TBT PROSHARES ULTRASHORT 20+ YEAR 0.1%
Value ($000) $632 Shares 17,155 Est. Cost $58.60 Unrealized
BABA ALIBABA GROUP HLDING -SP ADR 0.1%
Value ($000) $619 Shares 7,833 Est. Cost $96.09 Unrealized
DE DEERE & CO 0.1%
Value ($000) $617 Shares 8,019 Est. Cost $70.59 Unrealized -6.1%
LAM RESEARCH CORP COM 0.1%
Value ($000) $598 Shares 7,244 Est. Cost $48.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $589 Shares 2,657 Est. Cost $74.86 Unrealized +120.7%
XEL XCEL ENERGY INC 0.1%
Value ($000) $585 Shares 13,985 Est. Cost $20.17 Unrealized +42.2%
VEU VANGUARD FTSE ALL WORLD EX-U 0.1%
Value ($000) $580 Shares 13,431 Est. Cost $47.09 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $567 Shares 6,050 Est. Cost $39.49 Unrealized +119.5%
SGENX FIRST EAGLE GLOBAL FUND 0.1%
Value ($000) $543 Shares 10,225 Est. Cost $52.13 Unrealized
ALTRIA GROUP INC 0.1%
Value ($000) $541 Shares 8,640 Est. Cost $34.40 Unrealized
FCNTX FIDELITY CONTRAFUND COM 0.1%
Value ($000) $540 Shares 5,582 Est. Cost $87.40 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $535 Shares 17,734 Est. Cost $41.54 Unrealized
L-3 COMMNCTNS HLDGS 0.1%
Value ($000) $519 Shares 4,378 Est. Cost $85.71 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $515 Shares 3,996 Est. Cost $75.13 Unrealized +34.3%
GME GAMESTOP CORP NEW CL A 0.1%
Value ($000) $501 Shares 15,800 Est. Cost $7.45 Unrealized -25.2%
AWK AMERICAN WATER WORKS INC 0.1%
Value ($000) $482 Shares 6,990 Est. Cost $31.82 Unrealized +69.2%
FIRSTMERIT CORP 0.1%
Value ($000) $480 Shares 22,818 Est. Cost $20.01 Unrealized
IYW ISHARES DJ US TECHNOLOGY SECTO 0.1%
Value ($000) $476 Shares 4,391 Est. Cost $94.07 Unrealized
CLX CLOROX COMPANY DE 0.1%
Value ($000) $466 Shares 3,700 Est. Cost $56.71 Unrealized +69.5%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $466 Shares 5,270 Est. Cost $43.58 Unrealized +31.5%
FNB FNB CORP COM 0.1%
Value ($000) $452 Shares 34,739 Est. Cost $7.12 Unrealized +19.1%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $452 Shares 5,435 Est. Cost $58.29 Unrealized +5.6%
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $450 Shares 9,120 Est. Cost $51.87 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $450 Shares 6,551 Est. Cost $70.72 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $448 Shares 11,350 Est. Cost $23.49 Unrealized +13.2%
QUINTILES TRANSNATIONAL HLDGS 0.1%
Value ($000) $444 Shares 6,825 Est. Cost $65.05 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.1%
Value ($000) $439 Shares 8,209 Est. Cost $40.16 Unrealized
THE BLACKSTONE GROUP LP 0.1%
Value ($000) $438 Shares 15,627 Est. Cost $21.87 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $430 Shares 6,793 Est. Cost $32.36 Unrealized +27.3%
VIG VANGUARD DIVIDEND APPREC 0.1%
Value ($000) $425 Shares 5,230 Est. Cost $67.39 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $423 Shares 31,651 Est. Cost $7.19 Unrealized +21.8%
PGR PROGRESSIVE CORP-OHIO- 0.1%
Value ($000) $422 Shares 12,000 Est. Cost $17.04 Unrealized +41.0%
SCHX SCHWAB US LARGE-CAP ETR 0.1%
Value ($000) $416 Shares 8,519 Est. Cost $43.24 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $412 Shares 16,720 Est. Cost $51.60 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $405 Shares 4,055 Est. Cost $90.86 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $396 Shares 5,500 Est. Cost $45.74 Unrealized +39.9%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $392 Shares 8,050 Est. Cost $38.73 Unrealized +6.8%
IVV ISHARES CORE S&P 500 INDEX 0.1%
Value ($000) $382 Shares 1,848 Est. Cost $168.02 Unrealized
BHP BHP BILLITON LTD SPONS 0.1%
Value ($000) $380 Shares 14,690 Est. Cost $51.83 Unrealized
DBEU DEUTSCHE X-TRACKERS MSCI EUROP 0.1%
Value ($000) $377 Shares 15,301 Est. Cost $28.16 Unrealized
GILD GILEAD SCIENCES 0.1%
Value ($000) $368 Shares 4,006 Est. Cost $75.66 Unrealized -16.1%
UNUM GROUP 0.1%
Value ($000) $367 Shares 11,875 Est. Cost $30.14 Unrealized
DVY ISHARES DOW JONES SELECT DIVID 0.1%
Value ($000) $361 Shares 4,425 Est. Cost $70.19 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $348 Shares 5,508 Est. Cost $20.22 Unrealized +16.6%
TBGVX TWEEDY BROWNE GLOBAL VALUE FUN 0.1%
Value ($000) $346 Shares 14,489 Est. Cost $25.13 Unrealized
FOCPX FIDELITY SECS FD OTC PORTFOLIO 0.1%
Value ($000) $346 Shares 4,537 Est. Cost $71.93 Unrealized
KHC THE KRAFT HEINZ COMPANY 0.1%
Value ($000) $338 Shares 4,306 Est. Cost $48.31 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $333 Shares 2,817 Est. Cost $14.32 Unrealized +52.2%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $329 Shares 4,616 Est. Cost $40.31 Unrealized +47.8%
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $325 Shares 2,940 Est. Cost $97.44 Unrealized
SWSSX SCHWAB SMALL-CAP INDEX 0.1%
Value ($000) $324 Shares 13,625 Est. Cost $23.80 Unrealized
CERNER CORP 0.1%
Value ($000) $323 Shares 6,100 Est. Cost $68.60 Unrealized
EGP EASTGROUP PROPERTIES INC 0.1%
Value ($000) $320 Shares 5,299 Est. Cost $57.16 Unrealized
ONEOK PARTNERS L.P 0.1%
Value ($000) $315 Shares 10,023 Est. Cost $57.39 Unrealized
AETNA INC NEW 0.1%
Value ($000) $314 Shares 2,792 Est. Cost $52.82 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $311 Shares 5,175 Est. Cost $33.96 Unrealized +19.9%
DEO DIAGEO PLC NEW 0.1%
Value ($000) $306 Shares 2,836 Est. Cost $115.04 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI E 0.1%
Value ($000) $304 Shares 12,465 Est. Cost $27.18 Unrealized
WELLS FARGO & CO - EXP 10/28/1 0.1%
Value ($000) $297 Shares 18,950 Est. Cost $14.12 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $291 Shares 5,379 Est. Cost $38.67 Unrealized +8.9%
GLOBAL X MLP 0.1%
Value ($000) $290 Shares 29,700 Est. Cost $9.76 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $287 Shares 5,000 Est. Cost $25.31 Unrealized +60.1%
TELFY TELEFONICA SA ADR 0.1%
Value ($000) $285 Shares 25,591 Est. Cost $13.30 Unrealized
CRANE CO. 0.1%
Value ($000) $285 Shares 5,290 Est. Cost $53.88 Unrealized
HDV ISHARES CORE HIGH DIVIDEND 0.1%
Value ($000) $282 Shares 3,620 Est. Cost $73.59 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.1%
Value ($000) $278 Shares 9,745 Est. Cost $27.27 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $275 Shares 2,912 Est. Cost $85.60 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $273 Shares 4,208 Est. Cost $60.53 Unrealized -6.1%
DODFX DODGE & COX FDS INTL STK FD 0.1%
Value ($000) $270 Shares 7,679 Est. Cost $36.15 Unrealized
PJGZX PRUDENTIAL JENN EQTY OPPOR-Z 0.1%
Value ($000) $266 Shares 14,458 Est. Cost $17.73 Unrealized
AES CORP 0.1%
Value ($000) $265 Shares 22,442 Est. Cost $14.19 Unrealized
LEUTHOLD CORE INVESTMENT FUND 0.1%
Value ($000) $265 Shares 14,805 Est. Cost $18.60 Unrealized
FIDELITY SPARAN EXTENDED MKT I 0.1%
Value ($000) $263 Shares 5,294 Est. Cost $46.33 Unrealized
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.1%
Value ($000) $257 Shares 3,914 Est. Cost $60.85 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.1%
Value ($000) $257 Shares 9,404 Est. Cost $27.46 Unrealized
GEF GREIF BROS CORP CLASS A 0.1%
Value ($000) $255 Shares 7,800 Est. Cost $31.80 Unrealized -39.3%
YUM YUM BRANDS INC 0.1%
Value ($000) $251 Shares 3,070 Est. Cost $38.97 Unrealized +12.4%
PFF ISHARES S&P PREF STK INDX FN 0.1%
Value ($000) $251 Shares 6,440 Est. Cost $39.86 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $239 Shares 21,411 Est. Cost $33.60 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $230 Shares 4,764 Est. Cost $46.99 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $227 Shares 846 Est. Cost $268.32 Unrealized
IYF ISHARES DJ US FINANCIAL SECTOR 0.0%
Value ($000) $227 Shares 2,680 Est. Cost $83.82 Unrealized
XLF SPDR FD FINANCIAL SEL 0.0%
Value ($000) $225 Shares 9,978 Est. Cost $23.72 Unrealized
NORTHWEST NAT GAS CO 0.0%
Value ($000) $224 Shares 4,156 Est. Cost $50.53 Unrealized
SNY SANOFI 0.0%
Value ($000) $213 Shares 5,300 Est. Cost $51.63 Unrealized
VBIAX VANGUARD BALANCED INDEX FUND 0.0%
Value ($000) $212 Shares 7,143 Est. Cost $29.68 Unrealized
VFINX VANGUARD 500 INDEX 0.0%
Value ($000) $208 Shares 1,097 Est. Cost $188.25 Unrealized
JPMORGAN TR I INTERM TF BD S 0.0%
Value ($000) $208 Shares 18,712 Est. Cost $11.26 Unrealized
HANCOCK HORIZON DIVERSIFIED IN 0.0%
Value ($000) $206 Shares 10,941 Est. Cost $21.86 Unrealized
JAMCX JPMORGAN MID CAP VALUE FD-A 0.0%
Value ($000) $206 Shares 5,954 Est. Cost $34.60 Unrealized
APARTMENT INVESTMENT & MANG CO 0.0%
Value ($000) $203 Shares 4,866 Est. Cost $41.72 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $203 Shares 1,355 Est. Cost $110.79 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP IN 0.0%
Value ($000) $202 Shares 4,290 Est. Cost $30.16 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECHNOLOG 0.0%
Value ($000) $201 Shares 2,300 Est. Cost $80.40 Unrealized 0.0%
FSDIX FIDELITY STR DVD&INC FUND 0.0%
Value ($000) $179 Shares 12,706 Est. Cost $15.12 Unrealized
THE CARLYLE GROUP 0.0%
Value ($000) $169 Shares 10,000 Est. Cost $16.90 Unrealized
KAYNE ANDERSON ENERGY COM 0.0%
Value ($000) $161 Shares 19,800 Est. Cost $26.57 Unrealized
FIRST CONNECTICUT BANCORP 0.0%
Value ($000) $160 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
NOINX NORTHERN INTERNATIONAL EQUITY 0.0%
Value ($000) $137 Shares 13,047 Est. Cost $11.88 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $125 Shares 21,125 Est. Cost $3.74 Unrealized
SEQUENOM INC 0.0%
Value ($000) $110 Shares 78,000 Est. Cost $3.18 Unrealized
BIOSCRIP INC. 0.0%
Value ($000) $56 Shares 26,000 Est. Cost $1.86 Unrealized
BANK OF AMERICA CORP - EXP 1/1 0.0%
Value ($000) $51 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) $33 Shares 16,900 Est. Cost $1.17 Unrealized -66.6%
BOMBARDIER INC CL B SUB-VTG 0.0%
Value ($000) $12 Shares 12,500 Est. Cost $3.39 Unrealized
LIGHTBRIDGE CORPORATION 0.0%
Value ($000) $10 Shares 17,086 Est. Cost $1.70 Unrealized
HONGLI CLEAN ENERGY TECHNOLOGY 0.0%
Value ($000) $10 Shares 28,000 Est. Cost $0.44 Unrealized