Financial Advantage
Latest statistics and disclosures from Financial Advantage's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, PCL, KMR, HCC, IGV. These five stock positions account for 40.57% of Financial Advantage's total stock portfolio.
- Added to shares of Apache Corp Com Stk, Royal Gold, TEVA, GLD, DVN, CSCO, T, PCL, KMR, Apple Computer.
- Started new stock positions in HD, Retail Opportunity Invts Cor *w exp 10/23/201, Iamgold, Fortuna Silver Mines, FNV, Eldorado Gold, POM, VOD, Abbvie, GDX, BIDU, BAC, PMO, CTL, CBS, LSI, VIA.B, PRU, FCX, SIRI, NPP, NMY, CMCSA,
- Reduced shares in these stocks: APA, TWX, AAPL, IGV, VCSH, AEP, BDX, XLV, PPG, NSRGY.
- Sold out of its positions in AEP, APA, AAPL, ADM, Aurcana Corporation Newf, BDX, CIEN, Citi, DNR,
- As of March 31, 2013, Financial Advantage has $125.16M in assets under management (AUM). Assets under management grew from a total value of $112.53M to $125.16M.
- Independent of market fluctuations, Financial Advantage was a net buyer by $4.58M worth of stocks in the most recent quarter.
Financial Advantage portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| GLD | SPDR Gold Trust | 15.19 | +3.00% | 123059 | 154.47 | 132.83 |
| PCL | Plum Creek Timber | 7.58 | +3.00% | 181712 | 52.20 | 47.01 |
| KMR | Kinder Morgan Management | 6.46 | +4.00% | 91962 | 87.85 | 80.08 |
| HCC | HCC Insurance Holdings | 6.22 | +2.00% | 185273 | 42.03 | 43.10 |
| IGV | iShares S&P; NA Tec.-SW. Idx. Fund | 5.12 | -4.00% | 92374 | 69.41 | 69.48 |
| NOC | Northrop Grumman Corporation | 4.40 | +2.00% | 78484 | 70.15 | 84.07 |
| IAU | iShares Gold Trust | 4.31 | 347715 | 15.52 | 13.35 | |
| MMM | 3M Company | 3.87 | 45586 | 106.30 | 112.95 | |
| GOOG | 3.87 | +3.00% | 6097 | 794.16 | 901.00 | |
| TEVA | Teva Pharmaceutical Industries | 3.82 | +46.00% | 120549 | 39.68 | 39.48 |
| DUK | Duke Energy Corporation | 3.68 | +4.00% | 63488 | 72.60 | 67.95 |
| CSCO | Cisco Systems | 3.65 | +9.00% | 218847 | 20.90 | 24.85 |
| SO | Southern Company | 3.13 | +2.00% | 83381 | 46.92 | 44.65 |
| MRK | Merck & Co | 3.10 | +3.00% | 87654 | 44.20 | 47.75 |
| Royal Gold | 2.87 | +80.00% | 50600 | 71.03 | 0.00 | |
| Lazard Ltd-cl A shs a | 2.66 | +2.00% | 97470 | 34.13 | 0.00 | |
| Apache Corp Com Stk | 2.66 | NEW | 43180 | 77.17 | 0.00 | |
| TWX | Time Warner | 2.60 | -34.00% | 56425 | 57.62 | 58.72 |
| V | Visa | 2.47 | 18170 | 169.84 | 184.29 | |
| TJX | TJX Companies | 2.21 | +3.00% | 59209 | 46.75 | 50.71 |
| DVN | Devon Energy Corporation | 1.62 | +38.00% | 35969 | 56.41 | 55.06 |
| XBI | SPDR S&P; Biotech | 0.98 | 12322 | 99.90 | 105.83 | |
| UNH | UnitedHealth | 0.59 | 12903 | 57.20 | 65.62 | |
| T | AT&T; | 0.43 | +252.00% | 14586 | 36.68 | 35.95 |
| XOM | Exxon Mobil Corporation | 0.42 | -6.00% | 5872 | 90.09 | 92.01 |
| KO | Coca-Cola Company | 0.41 | 12626 | 40.47 | 41.36 | |
| MKC.V | McCormick & Company, Incorporated | 0.26 | 4470 | 73.38 | 0.00 | |
| Apple Computer | 0.24 | NEW | 681 | 442.00 | 0.00 | |
| GTU | Central Gold-Trust | 0.23 | 4738 | 59.52 | 49.80 | |
| MKC | McCormick & Company, Incorporated | 0.22 | 3758 | 73.44 | 73.01 | |
| VCSH | Vanguard Short Term Corporate Bond ETF | 0.19 | -27.00% | 3040 | 80.26 | 79.59 |
| VZ | Verizon Communications | 0.17 | +283.00% | 4225 | 49.23 | 51.07 |
| IBM | International Business Machines | 0.16 | 918 | 213.51 | 204.88 | |
| EFR | Eaton Vance Senior Floating Rate Fund | 0.16 | +64.00% | 12367 | 16.66 | 16.30 |
| CAT | Caterpillar | 0.15 | 2150 | 86.98 | 84.76 | |
| MCRS | MICROS Systems | 0.15 | 4028 | 45.43 | 43.51 | |
| OFC | Corporate Office Properties Trust | 0.14 | 6400 | 26.72 | 26.35 | |
| TROW | T. Rowe Price | 0.13 | 2192 | 74.82 | 75.48 | |
| GE | General Electric Company | 0.12 | 6686 | 23.18 | 24.23 | |
| GIM | Templeton Global Income Fund | 0.12 | +32.00% | 15317 | 9.40 | 8.92 |
| Berkshire Hath-cl B | 0.12 | 1483 | 104.52 | 0.00 | ||
| VCIT | Vanguard Intermediate Tm Cpte Bd ETF | 0.12 | 1720 | 87.21 | 85.13 | |
| MSFT | Microsoft Corporation | 0.11 | 4675 | 28.66 | 34.92 | |
| EGBN | Eagle Ban | 0.10 | 5947 | 21.86 | 23.02 | |
| UTX | United Technologies Corporation | 0.09 | 1150 | 93.04 | 95.79 | |
| BND | Vanguard Total Bond Market ETF | 0.09 | 1350 | 83.70 | 82.03 | |
| JNJ | Johnson & Johnson | 0.08 | -16.00% | 1280 | 81.25 | 86.09 |
| ISRG | Intuitive Surgical | 0.08 | 215 | 493.02 | 512.99 | |
| Nextera Energy | 0.08 | 1364 | 77.71 | 0.00 | ||
| PG | Procter & Gamble Company | 0.08 | 1300 | 76.92 | 79.14 | |
| D American Elec Pwr In C Com Stk Common Stock 0 | 0.08 | NEW | 2100 | 48.57 | 0.00 | |
| DIS | Walt Disney Company | 0.07 | -12.00% | 1566 | 56.83 | 65.46 |
| BECTON DICKINSON & CO Com Stk | 0.07 | NEW | 950 | 95.79 | 0.00 | |
| RDS.A | Royal Dutch Shell | 0.06 | 1165 | 65.24 | 0.00 | |
| FAX | Aberdeen Asia-Pacific Income Fund | 0.06 | 9198 | 7.83 | 6.60 | |
| CSX | CSX Corporation | 0.05 | -3.00% | 2600 | 24.62 | 25.11 |
| QCOM | QUALCOMM | 0.05 | 1000 | 67.00 | 62.69 | |
| AMZN | Amazon | 0.05 | 215 | 265.12 | 281.97 | |
| BTF | Boulder Total Return Fund | 0.05 | 3200 | 20.94 | 21.88 | |
| Abbvie | 0.05 | NEW | 1390 | 41.01 | 0.00 | |
| AXP | American Express Company | 0.04 | -22.00% | 680 | 67.65 | 74.73 |
| ABT | Abbott Laboratories | 0.04 | 1390 | 35.25 | 36.97 | |
| DD | E.I. du Pont de Nemours & Company | 0.04 | -4.00% | 1110 | 49.55 | 53.75 |
| BBT | BB&T; Corporation | 0.04 | 1400 | 31.43 | 33.24 | |
| NWBI | Northwest Bancshares | 0.04 | 3937 | 12.70 | 12.51 | |
| HUB.A | Hubbell Incorporated | 0.04 | 600 | 88.33 | 0.00 | |
| MBB | iShares Lehman MBS Bond Fund | 0.04 | 415 | 108.43 | 106.35 | |
| BME | Blackrock Health Sciences Trust | 0.04 | +113.00% | 1450 | 31.03 | 31.83 |
| NNJ | Nuveen New Jersey Premium Income Mun Fd | 0.04 | 3000 | 16.00 | 14.19 | |
| AOM | iShares S&P; Moderate Allocation Fund ETF | 0.04 | +195.00% | 1331 | 33.06 | 33.08 |
| BP | BP | 0.03 | -47.00% | 824 | 42.48 | 42.85 |
| CMCSA | Comcast Corporation | 0.03 | NEW | 876 | 42.24 | 40.74 |
| PNC | PNC Financial Services | 0.03 | 568 | 66.90 | 71.09 | |
| BK | Bank of New York Mellon Corporation | 0.03 | 1550 | 27.74 | 29.56 | |
| UPS | United Parcel Service | 0.03 | 407 | 86.00 | 87.23 | |
| HNZ | H.J. Heinz Company | 0.03 | 600 | 71.67 | 0.00 | |
| EQT | EQT Corporation | 0.03 | 550 | 67.27 | 83.60 | |
| GLW | Corning Incorporated | 0.02 | -17.00% | 1400 | 13.57 | 15.01 |
| NLY | Annaly Capital Management | 0.02 | 1640 | 15.85 | 13.39 | |
| CVX | Chevron Corporation | 0.02 | 177 | 118.64 | 121.70 | |
| D | Dominion Resources | 0.02 | 530 | 58.49 | 56.89 | |
| BMY | Bristol Myers Squibb | 0.02 | 450 | 42.22 | 46.54 | |
| INTC | Intel Corporation | 0.02 | +16.00% | 1254 | 21.53 | 25.54 |
| HOG | Harley-Davidson | 0.02 | 500 | 54.00 | 54.43 | |
| IFF | International Flavors & Fragrances | 0.02 | 400 | 77.50 | 79.99 | |
| MO | Altria | 0.02 | -42.00% | 700 | 34.29 | 36.09 |
| COP | ConocoPhillips | 0.02 | 310 | 61.29 | 62.11 | |
| PM | Philip Morris International | 0.02 | -40.00% | 243 | 94.65 | 92.77 |
| VOD | Vodafone | 0.02 | NEW | 1058 | 28.36 | 28.32 |
| LINE | Linn Energy | 0.02 | 600 | 38.33 | 33.19 | |
| NFLX | Netflix | 0.02 | 100 | 190.00 | 233.50 | |
| TM | Toyota Motor Corporation | 0.02 | 200 | 105.00 | 122.03 | |
| BIDU | Baidu | 0.02 | NEW | 300 | 86.67 | 95.28 |
| POM | Pepco Holdings | 0.02 | NEW | 1150 | 21.74 | 20.32 |
| MYGN | Myriad Genetics | 0.02 | 800 | 25.00 | 26.96 | |
| KMP | Kinder Morgan Energy Partners | 0.02 | 250 | 88.00 | 84.29 | |
| GDX | Market Vectors Gold Miners ETF | 0.02 | NEW | 637 | 37.68 | 27.43 |
| Seabridge Gold | 0.02 | 1500 | 14.00 | 0.00 | ||
| NPP | Nuveen Performance Plus Municipal Fund | 0.02 | NEW | 1401 | 15.70 | 14.54 |
| Sprott Physical Silver Tr tr unit | 0.02 | 1700 | 11.18 | 0.00 | ||
| Facebook Inc cl a | 0.02 | NEW | 1165 | 25.75 | 0.00 | |
| Mondelez Int | 0.02 | -21.00% | 650 | 30.77 | 0.00 | |
| Tenet Healthcare Corporation stock | 0.02 | 495 | 48.48 | 0.00 | ||
| SEIC | SEI Investments Company | 0.01 | -51.00% | 600 | 28.33 | 29.34 |
| Canadian Natl Ry | 0.01 | 100 | 100.00 | 0.00 | ||
| COST | Costco Wholesale Corporation | 0.01 | 102 | 107.84 | 112.04 | |
| FDX | FedEx Corporation | 0.01 | 100 | 100.00 | 103.33 | |
| MCD | McDonald's Corporation | 0.01 | 100 | 100.00 | 99.78 | |
| PFE | Pfizer | 0.01 | 460 | 28.26 | 29.48 | |
| NSC | Norfolk Southern | 0.01 | 139 | 79.14 | 76.95 | |
| BAM.A | Brookfield Asset Management | 0.01 | 300 | 36.67 | 0.00 | |
| XRAY | DENTSPLY International | 0.01 | 200 | 40.00 | 41.50 | |
| FNF | Fidelity National Financial | 0.01 | 400 | 25.00 | 23.95 | |
| HSC | Harsco Corporation | 0.01 | 400 | 25.00 | 23.53 | |
| HI | Hillenbrand | 0.01 | 300 | 26.67 | 23.64 | |
| HUB.B | Hubbell Incorporated | 0.01 | 82 | 97.56 | 0.00 | |
| NEM | Newmont Mining Corporation | 0.01 | +50.00% | 300 | 43.33 | 32.89 |
| AFL | AFLAC Incorporated | 0.01 | 323 | 52.63 | 57.91 | |
| DOW | Dow Chemical Company | 0.01 | 280 | 32.14 | 34.56 | |
| PIR | Pier 1 Imports | 0.01 | 500 | 24.00 | 24.50 | |
| LMT | Lockheed Martin Corporation | 0.01 | 81 | 98.77 | 108.55 | |
| APC | Anadarko Petroleum Corporation | 0.01 | 100 | 90.00 | 86.81 | |
| GIS | General Mills | 0.01 | 160 | 50.00 | 49.78 | |
| PEP | Pepsi | 0.01 | 185 | 81.08 | 82.55 | |
| STO | Statoil ASA | 0.01 | 500 | 24.00 | 22.13 | |
| F | Ford Motor Company | 0.01 | +17.00% | 1335 | 13.48 | 15.60 |
| EXC | Exelon Corporation | 0.01 | +24.00% | 473 | 33.83 | 30.98 |
| FCX | Freeport-McMoRan Copper & Gold | 0.01 | NEW | 300 | 33.33 | 29.82 |
| PRU | Prudential Financial | 0.01 | NEW | 230 | 60.87 | 72.54 |
| WRB | W.R. Berkley Corporation | 0.01 | +33.00% | 201 | 44.78 | 41.56 |
| SPF | Standard Pacific | 0.01 | 2000 | 8.50 | 9.19 | |
| ZMH | Zimmer Holdings | 0.01 | 200 | 75.00 | 79.29 | |
| UA | Under Armour | 0.01 | 270 | 51.85 | 60.32 | |
| FULT | Fulton Financial | 0.01 | 800 | 11.25 | 11.35 | |
| HME | Home Properties | 0.01 | 150 | 66.67 | 62.45 | |
| UIL | UIL Holdings Corporation | 0.01 | 416 | 38.46 | 39.47 | |
| CELG | Celgene Corporation | 0.01 | 100 | 120.00 | 119.71 | |
| FRT | Federal Realty Inv. Trust | 0.01 | 124 | 104.84 | 103.72 | |
| QLIK | Qlik Technologies | 0.01 | 300 | 26.67 | 30.01 | |
| PFD | Flaherty & Crumrine Pref. Income Fd | 0.01 | 700 | 14.29 | 13.98 | |
| Lance | 0.01 | 500 | 26.00 | 0.00 | ||
| Hartford Finl Svcs Wt Exp 0626 wt | 0.01 | NEW | 500 | 18.00 | 0.00 | |
| Enerplus | 0.01 | 1200 | 15.00 | 0.00 | ||
| PMO | Putnam Municipal Opportunities Trust | 0.01 | NEW | 667 | 11.99 | 11.54 |
| NMY | Nuveen Maryland Premium Income Municipal | 0.01 | NEW | 980 | 14.29 | 13.46 |
| Proshares Tr sht kbw regbnk | 0.01 | 300 | 36.67 | 0.00 | ||
| 0.01 | 50 | 180.00 | 0.00 | |||
| Zillow | 0.01 | 150 | 53.33 | 0.00 | ||
| Express Scripts Holding | 0.01 | 116 | 60.34 | 0.00 | ||
| Phillips 66 | 0.01 | 155 | 70.97 | 0.00 | ||
| Kinder Morgan Inc/delaware Wts | 0.01 | NEW | 3000 | 5.00 | 0.00 | |
| Gold Std Ventures | 0.01 | +12.00% | 9000 | 1.11 | 0.00 | |
| Evolucia | 0.01 | 525000 | 0.02 | 0.00 | ||
| Kraft Foods | 0.01 | -21.00% | 216 | 50.93 | 0.00 | |
| NU | Northeast Utilities System | 0.00 | 76 | 39.47 | 42.17 | |
| JPM | JPMorgan Chase & Co. | 0.00 | 100 | 50.00 | 53.78 | |
| Wts/the Pnc Financial Services Grp wts | 0.00 | NEW | 500 | 12.00 | 0.00 | |
| BAC | Bank of America Corporation | 0.00 | NEW | 3 | 0.00 | 13.19 |
| WMT | Wal-Mart Stores | 0.00 | -85.00% | 25 | 80.00 | 75.68 |
| HD | Home Depot | 0.00 | NEW | 25 | 80.00 | 76.88 |
| VIA.B | Via | 0.00 | NEW | 59 | 67.80 | 0.00 |
| CBS | CBS Corporation | 0.00 | NEW | 59 | 50.85 | 49.00 |
| TDC | Teradata Corporation | 0.00 | 10 | 100.00 | 55.74 | |
| WFC | Wells Fargo & Company | 0.00 | -92.00% | 16 | 62.50 | 40.79 |
| CPB | Campbell Soup Company | 0.00 | 135 | 44.44 | 45.70 | |
| CTL | CenturyLink | 0.00 | NEW | 126 | 31.75 | 35.93 |
| WMAR | West Marine | 0.00 | 60 | 16.67 | 11.95 | |
| NKE | NIKE | 0.00 | 80 | 62.50 | 62.20 | |
| TLK | PT Telekomunikasi Indonesia | 0.00 | 11 | 0.00 | 43.76 | |
| LSI | LSI Corporation | 0.00 | NEW | 58 | 0.00 | 7.34 |
| EMC | EMC Corporation | 0.00 | -33.00% | 200 | 25.00 | 25.28 |
| SBUX | Starbucks Corporation | 0.00 | 10 | 100.00 | 67.11 | |
| WFMI | Whole Foods Market | 0.00 | 10 | 100.00 | 0.00 | |
| Brookfield Infrastructure Part | 0.00 | 12 | 0.00 | 0.00 | ||
| MKL | Markel Corporation | 0.00 | 12 | 500.00 | 527.09 | |
| SYNM | Syntroleum Corporation | 0.00 | 400 | 0.00 | 7.09 | |
| FTR | Frontier Communications | 0.00 | +2752.00% | 656 | 4.57 | 4.03 |
| CHK | Chesapeake Energy Corporation | 0.00 | 77 | 25.97 | 21.33 | |
| PXD | Pioneer Natural Resources | 0.00 | 52 | 115.38 | 154.88 | |
| SJM | J.M. Smucker Company | 0.00 | 32 | 93.75 | 103.52 | |
| RAD | Rite Aid Corporation | 0.00 | 1500 | 2.00 | 3.12 | |
| ATVI | Activision Blizzard | 0.00 | 41 | 24.39 | 14.45 | |
| NR | Newpark Resources | 0.00 | 500 | 10.00 | 11.11 | |
| MED | Medifast | 0.00 | 180 | 22.22 | 27.91 | |
| INFN | Infinera | 0.00 | -77.00% | 85 | 11.76 | 11.05 |
| SIRI | Sirius XM Radio | 0.00 | NEW | 162 | 0.00 | 3.43 |
| Silver Standard Res | 0.00 | +50.00% | 300 | 10.00 | 0.00 | |
| NFG | National Fuel Gas | 0.00 | 35 | 57.14 | 61.55 | |
| ALU | Alcatel-Lucent | 0.00 | 97 | 0.00 | 1.94 | |
| TRGT | Targacept | 0.00 | +43.00% | 1500 | 4.00 | 4.76 |
| Eldorado Gold | 0.00 | NEW | 100 | 10.00 | 0.00 | |
| Iamgold | 0.00 | NEW | 200 | 5.00 | 0.00 | |
| PSE | Pioneer Southwest Energy Partners | 0.00 | 200 | 25.00 | 36.44 | |
| Wts Wells Fargo & Co. | 0.00 | NEW | 500 | 12.00 | 0.00 | |
| AIG | American International | 0.00 | 5 | 0.00 | 45.01 | |
| BPI | Bridgepoint Education | 0.00 | 20 | 0.00 | 12.54 | |
| Silver Wheaton | 0.00 | 150 | 33.33 | 0.00 | ||
| Yamana Gold | 0.00 | NEW | 400 | 15.00 | 0.00 | |
| Rubicon Minerals | 0.00 | -33.00% | 1000 | 2.00 | 0.00 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.00 | NEW | 200 | 15.00 | 0.00 | |
| MYRX | Myrexis | 0.00 | 200 | 0.00 | 0.09 | |
| ROIC | Retail Opportunity Investments | 0.00 | 48 | 20.83 | 14.03 | |
| Retail Opportunity Invts Cor *w exp 10/23/201 | 0.00 | NEW | 1000 | 2.00 | 0.00 | |
| TPI | Tianyin Pharmaceutical | 0.00 | 1000 | 1.00 | 0.54 | |
| FNV | Franco-Nevada Corporation | 0.00 | NEW | 100 | 50.00 | 37.38 |
| PPLT | ETFS Physical Platinum Shares | 0.00 | 40 | 150.00 | 140.36 | |
| First Majestic Silver | 0.00 | 200 | 15.00 | 0.00 | ||
| GORO | Gold Resource Corporation | 0.00 | +50.00% | 300 | 13.33 | 10.13 |
| American Intl | 0.00 | 2 | 0.00 | 0.00 | ||
| Huntington Ingalls Inds | 0.00 | 29 | 68.97 | 0.00 | ||
| Fortuna Silver Mines | 0.00 | NEW | 500 | 4.00 | 0.00 | |
| Tahoe Resources | 0.00 | 200 | 20.00 | 0.00 | ||
| Firsthand Tech Value | 0.00 | 191 | 20.94 | 0.00 | ||
| Cifc Corp not on list | 0.00 | 230 | 8.70 | 0.00 | ||
| Pretium Res Inc Com Isin# Ca74 | 0.00 | NEW | 400 | 7.50 | 0.00 | |
| Seanergy Maritime Hldgs Corp shs | 0.00 | 266 | 3.76 | 0.00 | ||
| Hillshire Brands | 0.00 | 80 | 37.50 | 0.00 | ||
| Sandstorm Gold | 0.00 | NEW | 400 | 10.00 | 0.00 | |
| Sprott Phys Platinum & Palladi | 0.00 | NEW | 200 | 10.00 | 0.00 |
Past 13F-HR SEC Filings for Financial Advantage
- Financial Advantage 2012 Q4 - filed Feb. 20, 2013
- Financial Advantage 2012 Q3 - filed Nov. 13, 2012
- Financial Advantage 2012 Q2 - filed Aug. 14, 2012
- Financial Advantage 2012 Q1 - filed May 15, 2012
- Financial Advantage 2011 Q4 - filed Feb. 14, 2012
- Financial Advantage 2011 Q3 - filed Nov. 8, 2011
- Financial Advantage 2011 Q2 - filed Aug. 18, 2011
- Financial Advantage 2010 Q4 - filed May 16, 2011
- Financial Advantage 2011 Q1 - filed April 28, 2011
