TOWER BRIDGE ADVISORS Diversified Active

CIK: 0001278249 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 2, 2018

Total Value ($000): $901,859,463 (100.0% shares, 0.0% debt)

Holdings (199)

MSFT MICROSOFT CORP 3.0%
Value ($000) $27,431,113 Shares 300,549 Est. Cost $33.47 Unrealized +151.9%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $26,074,216 Shares 203,466 Est. Cost $61.52 Unrealized +76.1%
AAPL APPLE INC 2.6%
Value ($000) $23,746,239 Shares 141,532 Est. Cost $26.26 Unrealized +53.9%
MMM 3M CO. 2.5%
Value ($000) $22,946,206 Shares 104,529 Est. Cost $63.45 Unrealized +136.7%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $20,798,216 Shares 95,977 Est. Cost $144.69 Unrealized +34.5%
ACN ACCENTURE PLC 2.2%
Value ($000) $19,791,062 Shares 128,932 Est. Cost $67.41 Unrealized +108.8%
V VISA INC 2.2%
Value ($000) $19,773,186 Shares 165,300 Est. Cost $55.80 Unrealized +105.7%
MCD MCDONALD'S CORP 2.0%
Value ($000) $18,331,646 Shares 117,225 Est. Cost $73.26 Unrealized +86.5%
CCL CARNIVAL CORP 2.0%
Value ($000) $17,964,592 Shares 273,934 Est. Cost $29.45 Unrealized +113.2%
GOOG ALPHABET CLASS C 1.9%
Value ($000) $17,286,606 Shares 16,754 Est. Cost $35.72 Unrealized +53.4%
XOM EXXON MOBIL 1.9%
Value ($000) $17,202,920 Shares 230,571 Est. Cost $53.84 Unrealized +3.5%
BB&T CORP 1.7%
Value ($000) $15,515,674 Shares 298,149 Est. Cost $47019.96 Unrealized
FDX FEDEX CORP 1.6%
Value ($000) $14,716,582 Shares 61,291 Est. Cost $100.74 Unrealized +118.9%
CTSH COGNIZANT TECHNOLOGY 1.6%
Value ($000) $14,410,305 Shares 179,010 Est. Cost $39.54 Unrealized +78.6%
IBM INT'L BUSINESS MACHIN 1.6%
Value ($000) $14,350,083 Shares 93,529 Est. Cost $108.85 Unrealized -1.4%
KEY KEYCORP 1.6%
Value ($000) $14,163,213 Shares 724,461 Est. Cost $7.72 Unrealized +89.2%
DLR DIGITAL REALTY TRUST 1.5%
Value ($000) $13,966,960 Shares 132,539 Est. Cost $45.57 Unrealized +75.6%
DOWDUPONT INC COM 1.5%
Value ($000) $13,881,581 Shares 217,887 Est. Cost $65416.56 Unrealized
SCHW SCHWAB CHARLES CORP 1.5%
Value ($000) $13,496,886 Shares 258,462 Est. Cost $27.39 Unrealized +75.8%
LDOS LEIDOS HLDGS INC 1.5%
Value ($000) $13,477,763 Shares 206,082 Est. Cost $46.14 Unrealized +27.4%
ORCL ORACLE SYS CORP 1.4%
Value ($000) $12,968,753 Shares 283,470 Est. Cost $35.73 Unrealized +23.9%
CVX CHEVRON CORP 1.4%
Value ($000) $12,835,316 Shares 112,551 Est. Cost $72.12 Unrealized +17.9%
PEP PEPSICO INC 1.4%
Value ($000) $12,827,854 Shares 117,525 Est. Cost $56.14 Unrealized +59.0%
DEO DIAGEO PLC 1.4%
Value ($000) $12,248,197 Shares 90,446 Est. Cost $115974.58 Unrealized
UNITED TECHNOLOGIES C 1.3%
Value ($000) $11,739,258 Shares 93,302 Est. Cost $96217.14 Unrealized
IQV IQVIA HOLDINGS INC 1.3%
Value ($000) $11,685,882 Shares 119,110 Est. Cost $101.74 Unrealized -0.7%
GOOGL ALPHABET CLASS A 1.3%
Value ($000) $11,646,045 Shares 11,229 Est. Cost $36.73 Unrealized +49.8%
SYF SYNCHRONY FINANCIAL 1.3%
Value ($000) $11,388,699 Shares 339,657 Est. Cost $23.18 Unrealized +31.5%
WMT WAL MART STORES INC 1.3%
Value ($000) $11,355,597 Shares 127,634 Est. Cost $19.61 Unrealized +44.5%
VZ VERIZON COMMUNICATION 1.2%
Value ($000) $11,237,175 Shares 234,989 Est. Cost $27.11 Unrealized +21.8%
LEN LENNAR CORP 1.2%
Value ($000) $11,054,256 Shares 187,551 Est. Cost $40.45 Unrealized +36.6%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $10,715,881 Shares 135,165 Est. Cost $55.95 Unrealized +21.3%
IVZ INVESCO LTD 1.1%
Value ($000) $10,001,813 Shares 312,459 Est. Cost $20.54 Unrealized +15.0%
CVS CVS HEALTH CORP. 1.1%
Value ($000) $9,670,839 Shares 155,455 Est. Cost $49.99 Unrealized +11.7%
QCOM QUALCOMM INC 1.0%
Value ($000) $9,365,177 Shares 169,016 Est. Cost $45.48 Unrealized +14.1%
WHR WHIRLPOOL CORP 1.0%
Value ($000) $9,294,849 Shares 60,707 Est. Cost $151.12 Unrealized +10.5%
MDT MEDTRONIC PLC 1.0%
Value ($000) $9,014,402 Shares 112,371 Est. Cost $62.43 Unrealized +7.8%
DIS DISNEY WALT COMPANY 1.0%
Value ($000) $8,859,310 Shares 88,205 Est. Cost $88.95 Unrealized +13.5%
NVS NOVARTIS ADR 1.0%
Value ($000) $8,840,867 Shares 109,349 Est. Cost $75094.87 Unrealized
HAL HALLIBURTON CO. 1.0%
Value ($000) $8,797,870 Shares 187,428 Est. Cost $37.31 Unrealized +12.8%
JPM J P MORGAN CHASE & CO 1.0%
Value ($000) $8,631,105 Shares 78,486 Est. Cost $38.72 Unrealized +136.2%
BMY BRISTOL MYERS SQUIBB 0.9%
Value ($000) $8,511,489 Shares 134,569 Est. Cost $33.72 Unrealized +42.6%
JACOBS ENGINEERING 0.9%
Value ($000) $8,311,817 Shares 140,521 Est. Cost $48726.45 Unrealized
RJF RAYMOND JAMES FINANCI 0.9%
Value ($000) $8,041,893 Shares 89,944 Est. Cost $27.66 Unrealized +99.2%
DHR DANAHER CORP 0.8%
Value ($000) $7,205,980 Shares 73,598 Est. Cost $33.55 Unrealized +151.2%
PFE PFIZER INC 0.8%
Value ($000) $7,166,034 Shares 201,917 Est. Cost $16.47 Unrealized +47.1%
META FACEBOOK INC CL/A 0.8%
Value ($000) $7,034,435 Shares 44,023 Est. Cost $56.34 Unrealized +216.5%
T A T & T INC (NEW) 0.8%
Value ($000) $6,822,166 Shares 191,365 Est. Cost $11.51 Unrealized +37.4%
TOL TOLL BROTHERS INC 0.8%
Value ($000) $6,819,703 Shares 157,681 Est. Cost $31.29 Unrealized +50.1%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $6,683,223 Shares 97,851 Est. Cost $46.45 Unrealized +27.0%
EXPE EXPEDIA INC DEL 0.7%
Value ($000) $6,679,805 Shares 60,500 Est. Cost $118.61 Unrealized -5.0%
FTV FORTIVE CORP 0.7%
Value ($000) $6,511,060 Shares 83,992 Est. Cost $32.49 Unrealized +41.8%
TMO THERMO FISHER SCIENTI 0.7%
Value ($000) $6,465,088 Shares 31,314 Est. Cost $121.91 Unrealized +68.6%
TSM TAIWAN SEMICONDUCTOR 0.7%
Value ($000) $6,425,718 Shares 146,840 Est. Cost $18050.90 Unrealized
BLACKSTONE GROUP LP 0.7%
Value ($000) $6,384,089 Shares 199,815 Est. Cost $31565.99 Unrealized
CMCSA COMCAST CORP NEW CL A 0.7%
Value ($000) $6,153,982 Shares 180,099 Est. Cost $28.44 Unrealized +11.8%
ENB ENBRIDGE INC 0.7%
Value ($000) $6,145,965 Shares 195,296 Est. Cost $24.73 Unrealized -13.1%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $5,838,479 Shares 81,452 Est. Cost $47.48 Unrealized +25.8%
CHKP CHECK POINT SOFTWARE 0.6%
Value ($000) $5,730,031 Shares 57,681 Est. Cost $91.28 Unrealized +12.9%
RHHBY ROCHE HLDG LTD ADR 0.6%
Value ($000) $5,659,388 Shares 197,880 Est. Cost $47923.34 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $5,648,024 Shares 108,449 Est. Cost $22.69 Unrealized +76.6%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $5,350,564 Shares 33,645 Est. Cost $111.62 Unrealized +21.6%
GENERAL ELECTRIC CO 0.6%
Value ($000) $5,083,874 Shares 377,142 Est. Cost $24069.51 Unrealized
CFR CULLEN FROST BANKERS 0.6%
Value ($000) $5,049,038 Shares 47,601 Est. Cost $53.41 Unrealized +54.9%
KO COCA COLA CO. 0.5%
Value ($000) $4,876,972 Shares 112,295 Est. Cost $32.49 Unrealized +7.9%
EPD ENTERPRISE PRODS PART 0.5%
Value ($000) $4,742,593 Shares 193,733 Est. Cost $44962.11 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $4,549,564 Shares 70,231 Est. Cost $53.72 Unrealized +3.8%
WY WEYERHAEUSER CO 0.5%
Value ($000) $4,499,495 Shares 128,557 Est. Cost $22.85 Unrealized +13.4%
AETNA INC 0.5%
Value ($000) $4,481,373 Shares 26,517 Est. Cost $64236.73 Unrealized
PIONEER NATURAL RES C 0.5%
Value ($000) $4,390,181 Shares 25,557 Est. Cost $169459.00 Unrealized
KELLOGG CO. 0.5%
Value ($000) $4,124,885 Shares 63,450 Est. Cost $46.25 Unrealized +2.2%
UNILEVER PLC ADR 0.4%
Value ($000) $3,922,314 Shares 70,596 Est. Cost $40907.09 Unrealized
BRK/B BERKSHIRE HATHAWAY IN 0.4%
Value ($000) $3,862,531 Shares 19,363 Est. Cost $154.30 Unrealized +33.1%
MRK MERCK & COMPANY 0.4%
Value ($000) $3,654,120 Shares 67,085 Est. Cost $35.15 Unrealized +20.2%
XRAY DENTSPLY SIRONA INC 0.4%
Value ($000) $3,315,982 Shares 65,911 Est. Cost $59.03 Unrealized -0.3%
NKE NIKE INC CL B 0.4%
Value ($000) $3,285,990 Shares 49,458 Est. Cost $39.88 Unrealized +49.5%
FBIN FORTUNE BRANDS HOME & 0.4%
Value ($000) $3,200,789 Shares 54,352 Est. Cost $44.02 Unrealized +12.2%
GOLDMAN SACHS GROUP I 0.3%
Value ($000) $3,037,256 Shares 132,400 Est. Cost $21649.50 Unrealized
LOW LOWE'S COS INC 0.3%
Value ($000) $3,015,529 Shares 34,365 Est. Cost $39.75 Unrealized +106.1%
PRAXAIR INC 0.3%
Value ($000) $3,007,789 Shares 20,844 Est. Cost $117686.51 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $3,004,759 Shares 31,746 Est. Cost $26.55 Unrealized +195.8%
CAT CATERPILLAR INC 0.3%
Value ($000) $3,001,983 Shares 20,369 Est. Cost $63.91 Unrealized +108.2%
VISN COMMSCOPE HLDG CO INC 0.3%
Value ($000) $2,952,184 Shares 73,860 Est. Cost $38.66 Unrealized +0.9%
US BANCORP DEL PFD B 0.3%
Value ($000) $2,894,900 Shares 124,834 Est. Cost $20859.76 Unrealized
METLIFE INC PFD A FLT 0.3%
Value ($000) $2,761,410 Shares 110,324 Est. Cost $24320.00 Unrealized
ADP AUTOMATIC DATA PROCES 0.3%
Value ($000) $2,728,059 Shares 24,040 Est. Cost $77.33 Unrealized +27.5%
GS GOLDMAN SACHS GROUP I 0.3%
Value ($000) $2,653,345 Shares 10,535 Est. Cost $190.02 Unrealized +14.9%
ITW ILLINOIS TOOL WORKS I 0.3%
Value ($000) $2,609,172 Shares 16,655 Est. Cost $49.85 Unrealized +174.5%
ABT ABBOTT LABS 0.3%
Value ($000) $2,590,881 Shares 43,239 Est. Cost $33.65 Unrealized +56.3%
QSR RESTAURANT BRANDS INT 0.3%
Value ($000) $2,580,013 Shares 45,327 Est. Cost $59.39 Unrealized 0.0%
STT STATE STREET CORP 0.3%
Value ($000) $2,523,169 Shares 25,300 Est. Cost $45.01 Unrealized +82.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,394,997 Shares 21,747 Est. Cost $63.06 Unrealized +36.7%
PM PHILIP MORRIS INTL IN 0.3%
Value ($000) $2,355,184 Shares 23,694 Est. Cost $59.35 Unrealized +15.7%
HD HOME DEPOT INC 0.3%
Value ($000) $2,334,944 Shares 13,100 Est. Cost $62.69 Unrealized +146.8%
TEXAS PAC LAND TRUST 0.2%
Value ($000) $2,125,291 Shares 4,205 Est. Cost $111984.66 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $2,018,564 Shares 48,372 Est. Cost $32.55 Unrealized +10.2%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $2,004,336 Shares 17,960 Est. Cost $76.69 Unrealized +29.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,918,451 Shares 14,271 Est. Cost $65.96 Unrealized +71.4%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,654,137 Shares 15,922 Est. Cost $26.02 Unrealized +233.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,565,191 Shares 9,583 Est. Cost $14.34 Unrealized +121.0%
UNFI UNITED NAT FOODS INC 0.2%
Value ($000) $1,537,252 Shares 35,800 Est. Cost $50.87 Unrealized -11.1%
COST COSTCO WHOLESALE 0.2%
Value ($000) $1,503,860 Shares 7,981 Est. Cost $88.69 Unrealized +90.8%
ANADARKO PETROLEUM 0.2%
Value ($000) $1,462,224 Shares 24,205 Est. Cost $63761.82 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,456,103 Shares 24,559 Est. Cost $41.31 Unrealized +5.9%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,452,303 Shares 10,696 Est. Cost $58.28 Unrealized +110.5%
GIS GENERAL MILLS INC 0.2%
Value ($000) $1,432,908 Shares 31,800 Est. Cost $32.10 Unrealized +27.7%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,424,973 Shares 6,153 Est. Cost $0.74 Unrealized +690.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,398,710 Shares 22,444 Est. Cost $28.37 Unrealized +28.9%
AMGN AMGEN INC 0.2%
Value ($000) $1,379,524 Shares 8,092 Est. Cost $114.37 Unrealized +26.3%
GLW CORNING INC 0.1%
Value ($000) $1,325,638 Shares 47,548 Est. Cost $11.04 Unrealized +124.7%
WFC WELLS FARGO & CO 0.1%
Value ($000) $1,288,185 Shares 24,579 Est. Cost $29.12 Unrealized +63.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,250,502 Shares 864 Est. Cost $39.46 Unrealized +81.2%
AXP AMERICAN EXPRESS CO. 0.1%
Value ($000) $1,221,968 Shares 13,100 Est. Cost $60.98 Unrealized +42.7%
HSY HERSHEY FOODS CORP 0.1%
Value ($000) $1,132,300 Shares 11,442 Est. Cost $65.74 Unrealized +30.3%
ROCKWELL COLLINS INC 0.1%
Value ($000) $1,117,907 Shares 8,290 Est. Cost $105079.96 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,116,892 Shares 11,644 Est. Cost $41.72 Unrealized +71.3%
HD SUPPLY HLDGS INC 0.1%
Value ($000) $1,113,539 Shares 29,350 Est. Cost $38672.81 Unrealized
L3 TECHNOLOGIES INC 0.1%
Value ($000) $946,400 Shares 4,550 Est. Cost $165290.10 Unrealized
BAX BAXTER INTERNATIONAL 0.1%
Value ($000) $935,210 Shares 14,379 Est. Cost $39.74 Unrealized +48.2%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $926,810 Shares 21,609 Est. Cost $17.97 Unrealized +86.2%
CMA COMERICA INC 0.1%
Value ($000) $921,887 Shares 9,610 Est. Cost $24.31 Unrealized +175.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $918,650 Shares 6,357 Est. Cost $68.72 Unrealized +71.0%
1/100 BERKSHIRE HTWY 0.1%
Value ($000) $897,300 Shares 300 Est. Cost $2441210.00 Unrealized
GOLDMAN SACHS GROUP I 0.1%
Value ($000) $895,361 Shares 39,150 Est. Cost $22110.01 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $862,158 Shares 22,067 Est. Cost $47633.51 Unrealized
BP BP PLC ADR 0.1%
Value ($000) $830,633 Shares 20,489 Est. Cost $37380.14 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $786,782 Shares 5,740 Est. Cost $74.01 Unrealized +66.9%
ADBE ADOBE SYS INC 0.1%
Value ($000) $777,888 Shares 3,600 Est. Cost $86.68 Unrealized +134.6%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $762,256 Shares 17,600 Est. Cost $30.86 Unrealized +12.3%
MAGELLAN MIDSTREAM PA 0.1%
Value ($000) $758,550 Shares 13,000 Est. Cost $56143.25 Unrealized
RAYTHEON CO NEW 0.1%
Value ($000) $755,154 Shares 3,499 Est. Cost $107157.33 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $754,745 Shares 7,555 Est. Cost $86257.59 Unrealized
D DOMINION RES INC VA 0.1%
Value ($000) $736,673 Shares 10,925 Est. Cost $36.24 Unrealized +43.3%
AQUA AMERICA INC 0.1%
Value ($000) $708,859 Shares 20,812 Est. Cost $30048.51 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $671,600 Shares 10,525 Est. Cost $62485.57 Unrealized
SPECTRA ENERGY PARTNE 0.1%
Value ($000) $637,814 Shares 18,960 Est. Cost $43774.07 Unrealized
BA BOEING CO. 0.1%
Value ($000) $623,300 Shares 1,901 Est. Cost $135.00 Unrealized +139.2%
FMC F M C CORP COM NEW 0.1%
Value ($000) $612,560 Shares 8,000 Est. Cost $65.31 Unrealized -7.1%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $587,270 Shares 9,428 Est. Cost $51.39 Unrealized -4.7%
LNC LINCOLN NATL CORP 0.1%
Value ($000) $551,603 Shares 7,550 Est. Cost $22.50 Unrealized +148.7%
NUVEEN TAX FREE ADV M 0.1%
Value ($000) $542,672 Shares 41,744 Est. Cost $14370.50 Unrealized
CELGENE CORP 0.1%
Value ($000) $535,438 Shares 6,002 Est. Cost $97334.34 Unrealized
SPG SIMON PPTY GROUP INC 0.1%
Value ($000) $531,736 Shares 3,445 Est. Cost $91.80 Unrealized +13.1%
PNC PNC FINANCIAL CORP 0.1%
Value ($000) $511,191 Shares 3,380 Est. Cost $63.15 Unrealized +87.1%
XILINX INC 0.1%
Value ($000) $469,560 Shares 6,500 Est. Cost $39610.00 Unrealized
UNILEVER N V 0.1%
Value ($000) $465,218 Shares 8,250 Est. Cost $39943.56 Unrealized
VGHAX VANGUARD SPECIALIZED 0.1%
Value ($000) $462,146 Shares 5,456 Est. Cost $74756.56 Unrealized
VPMAX VANGUARD/PRIMECAP FD 0.1%
Value ($000) $460,735 Shares 3,393 Est. Cost $88502.14 Unrealized
VWENX VANGUARD/WELLINGTON F 0.0%
Value ($000) $431,659 Shares 6,097 Est. Cost $65923.88 Unrealized
NSRGY NESTLE S A REG ADR 0.0%
Value ($000) $402,975 Shares 5,103 Est. Cost $67321.73 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $400,177 Shares 6,350 Est. Cost $9.90 Unrealized +24.6%
BRYN MAWR BANK CORP 0.0%
Value ($000) $386,496 Shares 8,794 Est. Cost $25617.79 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $385,348 Shares 6,770 Est. Cost $25.01 Unrealized +39.9%
VERSUM MATERIALS INC 0.0%
Value ($000) $379,122 Shares 10,075 Est. Cost $28070.02 Unrealized
JCI JOHNSON CONTROLS INTL 0.0%
Value ($000) $364,945 Shares 10,356 Est. Cost $33.21 Unrealized -4.3%
GENESEE & WYO INC CL 0.0%
Value ($000) $361,737 Shares 5,110 Est. Cost $82723.65 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $356,666 Shares 23,683 Est. Cost $20.83 Unrealized -46.8%
DUK DUKE ENERGY CORPORATI 0.0%
Value ($000) $349,002 Shares 4,505 Est. Cost $43.08 Unrealized +30.1%
ICE INTERCONTINENTALEXCHA 0.0%
Value ($000) $344,470 Shares 4,750 Est. Cost $48.25 Unrealized +36.8%
PEG PUBLIC SVC ENTERPRISE 0.0%
Value ($000) $344,144 Shares 6,850 Est. Cost $24.71 Unrealized +52.0%
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $330,360 Shares 4,000 Est. Cost $46.40 Unrealized +57.0%
VANGUARD MORGAN GROWT 0.0%
Value ($000) $328,094 Shares 10,875 Est. Cost $25939.53 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $310,640 Shares 2,000 Est. Cost $81.86 Unrealized +75.9%
IVV ISHARES TR S&P 500 IN 0.0%
Value ($000) $306,237 Shares 1,154 Est. Cost $268849.66 Unrealized
BRK/A BERKSHIRE HATHAWAY IN 0.0%
Value ($000) $299,100 Shares 1 Est. Cost $230816.08 Unrealized +33.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $296,252 Shares 3,480 Est. Cost $40.49 Unrealized +75.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $294,690 Shares 4,700 Est. Cost $35.53 Unrealized +35.7%
ALLETE INC NEW 0.0%
Value ($000) $293,696 Shares 4,065 Est. Cost $64959.95 Unrealized
SEE SEALED AIR CORP 0.0%
Value ($000) $292,170 Shares 6,828 Est. Cost $23.12 Unrealized +69.5%
ILMN ILLUMINA INC 0.0%
Value ($000) $287,250 Shares 1,215 Est. Cost $157.56 Unrealized +45.5%
INGERSOLL-RAND PLC 0.0%
Value ($000) $280,045 Shares 3,275 Est. Cost $56076.03 Unrealized
BLACKROCK INC 0.0%
Value ($000) $278,986 Shares 515 Est. Cost $383509.25 Unrealized
VWUAX VANGUARD WORLD FD US 0.0%
Value ($000) $274,047 Shares 2,776 Est. Cost $94600.14 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $271,319 Shares 4,525 Est. Cost $41.82 Unrealized +17.8%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $270,817 Shares 3,975 Est. Cost $27.52 Unrealized +53.8%
VWIAX VANGUARD/WELLESLEY IN 0.0%
Value ($000) $270,743 Shares 4,278 Est. Cost $59725.22 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $265,625 Shares 2,500 Est. Cost $66.26 Unrealized +51.9%
UPS UNITED PARCEL SVC INC 0.0%
Value ($000) $264,580 Shares 2,528 Est. Cost $67.29 Unrealized +27.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $259,727 Shares 2,460 Est. Cost $60.32 Unrealized +27.7%
CONCHO RES INC 0.0%
Value ($000) $249,548 Shares 1,660 Est. Cost $136496.42 Unrealized
VEIPX VANGUARD EQUITY-INCOM 0.0%
Value ($000) $246,976 Shares 6,849 Est. Cost $28779.55 Unrealized
DODBX DODGE & COX BALANCED 0.0%
Value ($000) $246,096 Shares 2,373 Est. Cost $99536.45 Unrealized
PPL PPL CORP 0.0%
Value ($000) $232,148 Shares 8,206 Est. Cost $18.10 Unrealized +15.4%
FANG DIAMONDBACK ENERGY IN 0.0%
Value ($000) $229,001 Shares 1,810 Est. Cost $83.84 Unrealized +16.2%
AWK AMERICAN WTR WKS CO I 0.0%
Value ($000) $221,751 Shares 2,700 Est. Cost $66.71 Unrealized +5.4%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $216,941 Shares 12,222 Est. Cost $13.22 Unrealized +1.1%
ED CONSOLIDATED EDISON I 0.0%
Value ($000) $216,751 Shares 2,781 Est. Cost $61.67 Unrealized -5.2%
HARRIS CORP DEL 0.0%
Value ($000) $209,664 Shares 1,300 Est. Cost $161280.00 Unrealized
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $209,474 Shares 1,700 Est. Cost $79.21 Unrealized +7.5%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $206,338 Shares 3,502 Est. Cost $36.32 Unrealized +23.6%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $204,352 Shares 5,000 Est. Cost $29636.44 Unrealized
PFOAX PIMCO FDS PAC INVT MG 0.0%
Value ($000) $192,910 Shares 17,895 Est. Cost $10780.11 Unrealized
NUVEEN PA INVT QUAL M 0.0%
Value ($000) $171,699 Shares 13,714 Est. Cost $13403.64 Unrealized
FLEX FLEXTRONICS INTL LTD 0.0%
Value ($000) $169,016 Shares 10,350 Est. Cost $13.65 Unrealized 0.0%
WSMAX WELLS FARGO FDS TR 0.0%
Value ($000) $158,575 Shares 16,165 Est. Cost $9849.83 Unrealized
EIHMX EATON VANCE NATL MUNS 0.0%
Value ($000) $105,062 Shares 10,831 Est. Cost $10000.38 Unrealized
LDLFX LORD ABBETT INVT TR S 0.0%
Value ($000) $50,164 Shares 11,944 Est. Cost $4425.63 Unrealized
CLNE CLEAN ENERGY FUELS CO 0.0%
Value ($000) $21,409 Shares 12,975 Est. Cost $2.21 Unrealized -25.7%
KBLB KRAIG BIOCRAFT LABORA 0.0%
Value ($000) $3,150 Shares 100,000 Est. Cost $0.02 Unrealized +47.6%