Guardian Investor Services

Latest statistics and disclosures from Guardian Investor Services's latest quarterly 13F-HR filing:

Portfolio Holdings for Guardian Investor Services

Guardian Investor Services holds 502 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Guardian Investor Services has 502 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.0 $5.0M 40k 124.43
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Exxon Mobil Corporation (XOM) 1.9 $2.5M 29k 84.99
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Microsoft Corporation (MSFT) 1.8 $2.3M 57k 40.65
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Johnson & Johnson (JNJ) 1.5 $1.9M 19k 100.61
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Berkshire Hathaway (BRK.B) 1.4 $1.8M 13k 144.34
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Wells Fargo & Company (WFC) 1.4 $1.8M 32k 54.39
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General Electric Company 1.4 $1.7M 70k 24.80
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JPMorgan Chase & Co. (JPM) 1.2 $1.6M 26k 60.59
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Procter & Gamble Company (PG) 1.2 $1.5M 19k 81.93
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Pfizer (PFE) 1.2 $1.5M -2% 42k 34.78
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Verizon Communications (VZ) 1.1 $1.4M 29k 48.63
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Chevron Corporation (CVX) 1.1 $1.4M 13k 104.97
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Facebook Inc cl a (META) 0.9 $1.2M 15k 82.22
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At&t (T) 0.9 $1.2M 36k 32.64
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Walt Disney Company (DIS) 0.9 $1.1M 11k 104.87
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Merck & Co (MRK) 0.9 $1.1M 20k 57.50
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Bank of America Corporation (BAC) 0.9 $1.1M 73k 15.39
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Coca-Cola Company (KO) 0.9 $1.1M 27k 40.53
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Google 0.9 $1.1M 2.0k 554.77
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Google Inc Class C 0.9 $1.1M 2.0k 548.08
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Citigroup (C) 0.8 $1.1M 21k 51.52
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Home Depot (HD) 0.8 $1.0M 9.1k 113.61
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Intel Corporation (INTC) 0.8 $1.0M -2% 33k 31.28
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International Business Machines (IBM) 0.8 $1.0M 6.3k 160.50
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Gilead Sciences (GILD) 0.8 $1.0M 10k 98.09
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Comcast Corporation (CMCSA) 0.8 $991k 18k 56.47
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Cisco Systems (CSCO) 0.8 $970k 35k 27.52
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Pepsi (PEP) 0.8 $979k 10k 95.63
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Amazon (AMZN) 0.8 $977k 2.6k 372.05
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Oracle Corporation (ORCL) 0.8 $955k 22k 43.14
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Wal-Mart Stores (WMT) 0.7 $897k 11k 82.24
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Visa (V) 0.7 $876k +296% 13k 65.39
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Amgen (AMGN) 0.7 $838k 5.2k 159.89
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Philip Morris International (PM) 0.6 $805k 11k 75.35
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CVS Caremark Corporation (CVS) 0.6 $802k -2% 7.8k 103.20
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Actavis 0.6 $802k +47% 2.7k 297.48
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UnitedHealth (UNH) 0.6 $779k 6.6k 118.26
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Qualcomm (QCOM) 0.6 $790k 11k 69.35
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Medtronic (MDT) 0.6 $767k NEW 9.8k 77.94
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Bristol Myers Squibb (BMY) 0.6 $740k 12k 64.48
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Schlumberger (SLB) 0.6 $735k 8.8k 83.45
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3M Company (MMM) 0.6 $723k 4.4k 164.92
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Boeing Company (BA) 0.5 $679k 4.5k 150.09
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Altria (MO) 0.5 $680k 14k 50.00
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Biogen Idec (BIIB) 0.5 $684k 1.6k 421.96
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United Technologies Corporation 0.5 $669k -2% 5.7k 117.22
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Union Pacific Corporation (UNP) 0.5 $659k 6.1k 108.28
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McDonald's Corporation (MCD) 0.5 $647k 6.6k 97.47
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Abbvie (ABBV) 0.5 $644k 11k 58.50
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Celgene Corporation 0.5 $637k 5.5k 115.23
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MasterCard Incorporated (MA) 0.5 $582k 6.7k 86.32
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Honeywell International (HON) 0.5 $564k 5.4k 104.35
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Goldman Sachs (GS) 0.4 $527k 2.8k 188.01
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U.S. Bancorp (USB) 0.4 $537k 12k 43.65
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ConocoPhillips (COP) 0.4 $530k 8.5k 62.32
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American International (AIG) 0.4 $519k -2% 9.5k 54.76
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Lowe's Companies (LOW) 0.4 $500k 6.7k 74.42
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Walgreen Boots Alliance (WBA) 0.4 $510k 6.0k 84.73
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Eli Lilly & Co. (LLY) 0.4 $491k 6.8k 72.71
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Starbucks Corporation (SBUX) 0.4 $490k 5.2k 94.72
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Kinder Morgan (KMI) 0.4 $495k 12k 42.07
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Time Warner 0.4 $484k 5.7k 84.38
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Abbott Laboratories (ABT) 0.4 $483k 10k 46.36
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Nike (NKE) 0.4 $484k 4.8k 100.23
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American Express Company (AXP) 0.4 $473k 6.1k 78.14
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United Parcel Service (UPS) 0.4 $465k 4.8k 96.88
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Costco Wholesale Corporation (COST) 0.4 $460k 3.0k 151.42
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E.I. du Pont de Nemours & Company 0.3 $447k 6.3k 71.49
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eBay (EBAY) 0.3 $439k -2% 7.6k 57.73
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Ford Motor Company (F) 0.3 $441k +2% 27k 16.14
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Express Scripts Holding 0.3 $436k 5.0k 86.85
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Twenty-first Century Fox 0.3 $427k 13k 33.81
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Texas Instruments Incorporated (TXN) 0.3 $414k 7.2k 57.25
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priceline.com Incorporated 0.3 $418k 359.00 1164.35
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Simon Property (SPG) 0.3 $420k 2.1k 195.80
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Mondelez Int (MDLZ) 0.3 $411k 11k 36.08
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Colgate-Palmolive Company (CL) 0.3 $408k 5.9k 69.28
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Accenture (ACN) 0.3 $407k 4.3k 93.74
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Hewlett-Packard Company 0.3 $391k -2% 13k 31.15
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Occidental Petroleum Corporation (OXY) 0.3 $389k 5.3k 73.09
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MetLife (MET) 0.3 $390k 7.7k 50.54
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Monsanto Company 0.3 $376k 3.3k 112.54
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Morgan Stanley (MS) 0.3 $380k 11k 35.69
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Lockheed Martin Corporation (LMT) 0.3 $376k 1.9k 202.91
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Duke Energy (DUK) 0.3 $376k 4.9k 76.84
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Dow Chemical Company 0.3 $361k 7.5k 48.03
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Thermo Fisher Scientific (TMO) 0.3 $368k 2.7k 134.26
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McKesson Corporation (MCK) 0.3 $364k 1.6k 226.51
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Target Corporation (TGT) 0.3 $362k 4.4k 82.14
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Danaher Corporation (DHR) 0.3 $360k 4.2k 84.91
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EMC Corporation 0.3 $351k -2% 14k 25.56
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EOG Resources (EOG) 0.3 $348k 3.8k 91.80
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General Motors Company (GM) 0.3 $350k 9.3k 37.49
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Kraft Foods 0.3 $354k 4.1k 87.17
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PNC Financial Services (PNC) 0.3 $335k 3.6k 93.16
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Caterpillar (CAT) 0.3 $335k 4.2k 79.97
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TJX Companies (TJX) 0.3 $330k 4.7k 69.99
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BlackRock (BLK) 0.2 $322k 881.00 365.49
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Bank of New York Mellon Corporation (BK) 0.2 $310k 7.7k 40.30
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Nextera Energy (NEE) 0.2 $319k 3.1k 104.18
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FedEx Corporation (FDX) 0.2 $301k 1.8k 165.29
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Capital One Financial (COF) 0.2 $300k 3.8k 78.74
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Time Warner Cable 0.2 $291k 1.9k 150.00
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Dominion Resources (D) 0.2 $288k 4.1k 70.92
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Anadarko Petroleum Corporation 0.2 $290k 3.5k 82.76
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General Dynamics Corporation (GD) 0.2 $296k 2.2k 135.84
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Phillips 66 (PSX) 0.2 $295k 3.8k 78.58
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Directv 0.2 $295k 3.5k 85.11
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Anthem (ELV) 0.2 $285k 1.8k 154.64
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Automatic Data Processing (ADP) 0.2 $281k 3.3k 85.62
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Southern Company (SO) 0.2 $278k 6.3k 44.25
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salesforce (CRM) 0.2 $279k +2% 4.2k 66.78
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American Tower Reit (AMT) 0.2 $275k +6% 2.9k 94.24
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Cognizant Technology Solutions (CTSH) 0.2 $263k 4.2k 62.44
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Kimberly-Clark Corporation (KMB) 0.2 $270k -2% 2.5k 106.97
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Emerson Electric (EMR) 0.2 $268k 4.7k 56.64
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Kroger (KR) 0.2 $260k 3.4k 76.54
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Yahoo! 0.2 $267k 6.0k 44.40
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American Airls (AAL) 0.2 $261k NEW 5.0k 52.70
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Ace Limited Cmn 0.2 $252k 2.3k 111.46
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Baxter International (BAX) 0.2 $257k 3.7k 68.55
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Aetna 0.2 $259k 2.4k 106.41
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Halliburton Company (HAL) 0.2 $257k 5.9k 43.86
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Prudential Financial (PRU) 0.2 $252k 3.1k 80.36
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Delta Air Lines (DAL) 0.2 $256k 5.7k 44.97
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Charles Schwab Corporation (SCHW) 0.2 $243k 8.0k 30.50
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Travelers Companies (TRV) 0.2 $240k -3% 2.2k 108.11
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Adobe Systems Incorporated (ADBE) 0.2 $242k 3.3k 73.83
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Yum! Brands (YUM) 0.2 $236k 3.0k 78.88
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General Mills (GIS) 0.2 $236k 4.2k 56.49
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Praxair 0.2 $241k 2.0k 120.80
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Williams Companies (WMB) 0.2 $235k 4.7k 50.49
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Illinois Tool Works (ITW) 0.2 $234k -3% 2.4k 97.06
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Alexion Pharmaceuticals 0.2 $242k +2% 1.4k 173.35
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Industries N shs - a - (LYB) 0.2 $240k -4% 2.7k 87.75
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CSX Corporation (CSX) 0.2 $227k 6.8k 33.18
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Regeneron Pharmaceuticals (REGN) 0.2 $230k 510.00 450.98
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Johnson Controls 0.2 $229k 4.5k 50.44
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Raytheon Company 0.2 $232k 2.1k 109.28
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Valero Energy Corporation (VLO) 0.2 $226k 3.6k 63.55
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CIGNA Corporation 0.2 $231k 1.8k 129.41
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Avago Technologies 0.2 $225k 1.8k 127.05
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Eaton (ETN) 0.2 $223k 3.3k 67.88
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State Street Corporation (STT) 0.2 $209k 2.8k 73.38
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Ecolab (ECL) 0.2 $213k 1.9k 114.39
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Norfolk Southern (NSC) 0.2 $218k 2.1k 102.68
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Northrop Grumman Corporation (NOC) 0.2 $221k 1.4k 161.20
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PPG Industries (PPG) 0.2 $212k 940.00 225.53
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Marsh & McLennan Companies (MMC) 0.2 $209k 3.7k 56.17
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Corning Incorporated (GLW) 0.2 $199k 8.8k 22.67
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Cme (CME) 0.2 $207k 2.2k 94.52
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $196k 1.7k 117.79
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Archer Daniels Midland Company (ADM) 0.2 $208k 4.4k 47.48
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Cardinal Health (CAH) 0.2 $206k 2.3k 90.35
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Public Storage (PSA) 0.2 $197k 1.0k 196.80
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Becton, Dickinson and (BDX) 0.2 $207k +8% 1.4k 143.65
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Air Products & Chemicals (APD) 0.2 $201k 1.3k 151.01
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Allstate Corporation (ALL) 0.2 $205k 2.9k 71.28
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Deere & Company (DE) 0.2 $206k -5% 2.3k 87.85
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Exelon Corporation (EXC) 0.2 $200k 5.9k 33.64
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Precision Castparts 0.2 $207k 987.00 209.73
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Micron Technology (MU) 0.2 $202k 7.4k 27.15
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Southwest Airlines (LUV) 0.2 $207k 4.7k 44.33
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Te Connectivity Ltd for (TEL) 0.2 $202k 2.8k 71.78
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CBS Corporation 0.1 $192k -4% 3.2k 60.76
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McGraw-Hill Companies 0.1 $195k 1.9k 103.28
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AFLAC Incorporated (AFL) 0.1 $194k -3% 3.0k 64.01
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Equity Residential (EQR) 0.1 $195k 2.5k 77.78
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Health Care REIT 0.1 $187k +6% 2.4k 77.50
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Baker Hughes Incorporated 0.1 $190k 3.0k 63.50
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BB&T Corporation 0.1 $194k 5.0k 38.93
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Stryker Corporation (SYK) 0.1 $190k 2.1k 92.01
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American Electric Power Company (AEP) 0.1 $190k 3.4k 56.15
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Applied Materials (AMAT) 0.1 $191k 8.5k 22.51
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Humana (HUM) 0.1 $184k -2% 1.0k 177.95
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Intuit (INTU) 0.1 $185k -3% 1.9k 96.76
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Marathon Petroleum Corp (MPC) 0.1 $193k -2% 1.9k 102.33
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Aon 0.1 $186k 1.9k 96.07
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Crown Castle Intl (CCI) 0.1 $190k 2.3k 82.43
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Discover Financial Services (DFS) 0.1 $174k 3.1k 56.33
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Via 0.1 $172k 2.5k 68.20
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V.F. Corporation (VFC) 0.1 $178k 2.4k 75.26
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PG&E Corporation (PCG) 0.1 $174k 3.3k 52.94
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Sempra Energy (SRE) 0.1 $174k 1.6k 109.02
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Netflix (NFLX) 0.1 $173k 415.00 416.87
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Intercontinental Exchange (ICE) 0.1 $181k 774.00 233.85
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Chubb Corporation 0.1 $161k -2% 1.6k 100.94
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Ameriprise Financial (AMP) 0.1 $165k 1.3k 130.85
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Devon Energy Corporation (DVN) 0.1 $161k 2.7k 60.34
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Waste Management (WM) 0.1 $160k 2.9k 54.29
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Cummins (CMI) 0.1 $161k 1.2k 138.32
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Spectra Energy 0.1 $168k 4.6k 36.19
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Sherwin-Williams Company (SHW) 0.1 $159k -2% 558.00 284.95
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Boston Scientific Corporation (BSX) 0.1 $163k 9.2k 17.74
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International Paper Company (IP) 0.1 $162k 2.9k 55.46
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AmerisourceBergen (COR) 0.1 $163k 1.4k 113.35
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Pioneer Natural Resources 0.1 $168k 1.0k 163.11
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Ventas (VTR) 0.1 $167k +12% 2.3k 73.12
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Lorillard 0.1 $162k 2.5k 65.19
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Broadcom Corporation 0.1 $163k 3.8k 43.30
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Delphi Automotive 0.1 $160k -2% 2.0k 79.80
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L Brands 0.1 $160k 1.7k 94.40
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Zoetis Inc Cl A (ZTS) 0.1 $160k 3.5k 46.26
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Perrigo Company (PRGO) 0.1 $161k 973.00 165.47
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Suntrust Banks Inc $1.00 Par Cmn 0.1 $149k 3.6k 41.14
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Apache Corporation 0.1 $157k 2.6k 60.27
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Carnival Corporation (CCL) 0.1 $149k 3.1k 47.93
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Cerner Corporation 0.1 $154k 2.1k 73.16
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Reynolds American 0.1 $147k 2.1k 69.11
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SYSCO Corporation (SYY) 0.1 $154k 4.1k 37.65
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Ross Stores (ROST) 0.1 $151k 1.4k 105.59
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Macy's (M) 0.1 $153k 2.4k 65.02
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AutoZone (AZO) 0.1 $151k 221.00 683.26
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AvalonBay Communities (AVB) 0.1 $158k 906.00 174.39
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PPL Corporation (PPL) 0.1 $155k 4.6k 33.69
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Public Service Enterprise (PEG) 0.1 $146k 3.5k 41.81
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Paccar (PCAR) 0.1 $155k 2.4k 63.29
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Boston Properties (BXP) 0.1 $148k 1.1k 140.02
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Dollar General (DG) 0.1 $158k 2.1k 75.45
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O'reilly Automotive (ORLY) 0.1 $152k 702.00 216.52
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Hca Holdings (HCA) 0.1 $153k NEW 2.0k 75.22
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Prologis (PLD) 0.1 $154k +2% 3.5k 43.55
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Mylan Nv 0.1 $153k NEW 2.6k 59.26
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Fidelity National Information Services (FIS) 0.1 $134k 2.0k 68.02
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Franklin Resources (BEN) 0.1 $139k 2.7k 51.37
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T. Rowe Price (TROW) 0.1 $145k 1.8k 80.78
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Western Digital (WDC) 0.1 $137k 1.5k 91.33
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Analog Devices (ADI) 0.1 $136k 2.2k 63.14
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National-Oilwell Var 0.1 $142k -4% 2.8k 50.16
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CenturyLink 0.1 $135k 3.9k 34.50
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Freeport-McMoRan Copper & Gold (FCX) 0.1 $136k 7.2k 18.92
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Omni (OMC) 0.1 $133k 1.7k 78.05
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Vornado Realty Trust (VNO) 0.1 $135k 1.2k 112.03
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Constellation Brands (STZ) 0.1 $134k 1.2k 115.82
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Zimmer Holdings (ZBH) 0.1 $137k 1.2k 117.50
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Mead Johnson Nutrition 0.1 $140k 1.4k 100.29
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Edison International (EIX) 0.1 $140k 2.2k 62.25
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Chipotle Mexican Grill (CMG) 0.1 $140k 215.00 651.16
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HCP 0.1 $137k 3.2k 43.12
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Monster Beverage 0.1 $140k 1.0k 138.75
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Hartford Financial Services (HIG) 0.1 $122k -2% 2.9k 41.95
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Moody's Corporation (MCO) 0.1 $127k -3% 1.2k 103.42
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Consolidated Edison (ED) 0.1 $123k 2.0k 60.83
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Noble Energy 0.1 $131k +7% 2.7k 49.06
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Electronic Arts (EA) 0.1 $126k 2.1k 58.66
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Intuitive Surgical (ISRG) 0.1 $129k 255.00 505.88
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Whole Foods Market 0.1 $130k 2.5k 52.13
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Fiserv (FI) 0.1 $131k -2% 1.6k 79.44
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Xcel Energy (XEL) 0.1 $122k 3.5k 34.88
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Alliance Data Systems Corporation (BFH) 0.1 $131k 442.00 296.38
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Past Filings by Guardian Investor Services

SEC 13F filings are viewable for Guardian Investor Services going back to 2011

View all past filings