American Investment Services as of Dec. 31, 2011
Portfolio Holdings for American Investment Services
American Investment Services holds 78 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Verizon Communications (VZ) | 10.2 | $16M | 403k | 40.12 | |
Pfizer (PFE) | 9.8 | $16M | 719k | 21.64 | |
At&t (T) | 9.2 | $15M | 485k | 30.24 | |
Merck & Co (MRK) | 8.6 | $14M | 364k | 37.70 | |
iShares Gold Trust | 6.2 | $9.9M | 653k | 15.23 | |
Vanguard Value ETF (VTV) | 5.9 | $9.4M | 180k | 52.49 | |
Southern Company (SO) | 2.7 | $4.3M | 94k | 46.29 | |
Barrick Gold Corp (GOLD) | 2.5 | $4.0M | 89k | 45.26 | |
Vanguard REIT ETF (VNQ) | 2.4 | $3.8M | 65k | 57.99 | |
Newmont Mining Corporation (NEM) | 2.2 | $3.5M | 58k | 60.00 | |
DNP Select Income Fund (DNP) | 2.1 | $3.4M | 312k | 10.92 | |
Duke Energy Corporation | 2.1 | $3.4M | 153k | 22.00 | |
Vanguard Growth ETF (VUG) | 1.8 | $2.9M | 47k | 61.76 | |
Goldcorp | 1.8 | $2.9M | 66k | 44.25 | |
Vanguard Small-Cap Value ETF (VBR) | 1.7 | $2.7M | 44k | 62.68 | |
American Electric Power Company (AEP) | 1.6 | $2.6M | 62k | 41.32 | |
Gold Fields (GFI) | 1.5 | $2.4M | 156k | 15.25 | |
AngloGold Ashanti | 1.5 | $2.4M | 56k | 42.45 | |
SPDR Gold Trust (GLD) | 1.4 | $2.2M | 15k | 152.00 | |
Consolidated Edison (ED) | 1.2 | $2.0M | 32k | 62.04 | |
Progress Energy | 1.2 | $1.9M | 33k | 56.01 | |
FirstEnergy (FE) | 1.1 | $1.7M | 38k | 44.30 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.0 | $1.6M | 14k | 116.68 | |
iShares S&P 500 Growth Index (IVW) | 1.0 | $1.5M | 23k | 67.43 | |
Xcel Energy (XEL) | 0.9 | $1.4M | 51k | 27.62 | |
iShares Russell 1000 Growth Index (IWF) | 0.9 | $1.4M | 24k | 57.77 | |
iShares S&P 500 Value Index (IVE) | 0.8 | $1.3M | 23k | 57.81 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.8 | $1.3M | 15k | 84.53 | |
Vanguard Utilities ETF (VPU) | 0.8 | $1.3M | 17k | 76.89 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.8 | $1.2M | 12k | 104.18 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.1M | 16k | 69.78 | |
DTE Energy Company (DTE) | 0.7 | $1.0M | 19k | 54.43 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $906k | 24k | 38.21 | |
E.I. du Pont de Nemours & Company | 0.5 | $830k | 18k | 45.76 | |
Simon Property (SPG) | 0.5 | $830k | 6.4k | 128.96 | |
Wisconsin Energy Corporation | 0.5 | $742k | 21k | 34.97 | |
Public Storage (PSA) | 0.5 | $730k | 5.4k | 134.49 | |
NiSource (NI) | 0.5 | $717k | 30k | 23.82 | |
SCANA Corporation | 0.4 | $695k | 15k | 45.09 | |
Equity Residential (EQR) | 0.4 | $652k | 11k | 57.02 | |
Northeast Utilities System | 0.4 | $628k | 17k | 36.06 | |
Ventas (VTR) | 0.4 | $615k | 11k | 55.12 | |
iShares Russell 1000 Value Index (IWD) | 0.4 | $595k | 9.4k | 63.47 | |
Pinnacle West Capital Corporation (PNW) | 0.4 | $566k | 12k | 48.20 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $554k | 15k | 37.97 | |
Vornado Realty Trust (VNO) | 0.3 | $550k | 7.2k | 76.86 | |
Boston Properties (BXP) | 0.3 | $563k | 5.6k | 99.66 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $563k | 18k | 30.61 | |
Alliant Energy Corporation (LNT) | 0.3 | $532k | 12k | 44.10 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.3 | $530k | 7.5k | 70.23 | |
Prologis (PLD) | 0.3 | $503k | 18k | 28.61 | |
TECO Energy | 0.3 | $469k | 25k | 19.14 | |
AvalonBay Communities (AVB) | 0.3 | $468k | 3.6k | 130.54 | |
Nstar | 0.3 | $450k | 9.6k | 46.92 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $415k | 8.4k | 49.58 | |
Host Hotels & Resorts (HST) | 0.2 | $393k | 27k | 14.76 | |
iShares Russell Microcap Index (IWC) | 0.2 | $392k | 8.8k | 44.65 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $378k | 5.9k | 64.27 | |
Westar Energy | 0.2 | $365k | 13k | 28.77 | |
Rio Tinto (RIO) | 0.2 | $343k | 7.0k | 48.88 | |
General Growth Properties | 0.2 | $355k | 24k | 15.02 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $301k | 7.6k | 39.67 | |
Vectren Corporation | 0.2 | $301k | 10k | 30.21 | |
Exxon Mobil Corporation (XOM) | 0.2 | $291k | 3.4k | 84.86 | |
Great Plains Energy Incorporated | 0.2 | $265k | 12k | 21.79 | |
iShares Russell 2000 Index (IWM) | 0.2 | $265k | 3.6k | 73.82 | |
Frontier Communications | 0.2 | $250k | 49k | 5.15 | |
Macerich Company (MAC) | 0.2 | $257k | 5.1k | 50.59 | |
Kimco Realty Corporation (KIM) | 0.2 | $257k | 16k | 16.27 | |
iShares Dow Jones US Real Estate (IYR) | 0.2 | $256k | 4.5k | 56.76 | |
Digital Realty Trust (DLR) | 0.1 | $246k | 3.7k | 66.61 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $242k | 3.0k | 80.99 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $237k | 3.6k | 65.58 | |
Piedmont Natural Gas Company | 0.1 | $218k | 6.4k | 33.97 | |
Federal Realty Inv. Trust | 0.1 | $219k | 2.4k | 90.72 | |
SL Green Realty | 0.1 | $214k | 3.2k | 66.54 | |
Udr (UDR) | 0.1 | $213k | 8.5k | 25.05 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $200k | 5.8k | 34.68 |