Barrett Asset Management as of Dec. 31, 2015
Portfolio Holdings for Barrett Asset Management
Barrett Asset Management holds 344 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Visa (V) | 5.2 | $60M | 772k | 77.55 | |
Exxon Mobil Corporation (XOM) | 4.0 | $46M | 588k | 77.95 | |
Facebook Inc cl a (META) | 3.2 | $37M | 352k | 104.66 | |
Walt Disney Company (DIS) | 3.2 | $36M | 345k | 105.08 | |
Johnson & Johnson (JNJ) | 2.6 | $30M | 294k | 102.72 | |
Ecolab (ECL) | 2.6 | $30M | 262k | 114.38 | |
Chubb Corporation | 2.5 | $29M | 218k | 132.64 | |
3M Company (MMM) | 2.4 | $28M | 186k | 150.64 | |
Alphabet Inc Class C cs (GOOG) | 2.3 | $27M | 35k | 758.87 | |
Cognizant Technology Solutions (CTSH) | 2.3 | $26M | 435k | 60.02 | |
Schlumberger (SLB) | 2.2 | $25M | 362k | 69.75 | |
Apple (AAPL) | 2.2 | $25M | 239k | 105.26 | |
Automatic Data Processing (ADP) | 2.2 | $25M | 294k | 84.72 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $24M | 365k | 66.03 | |
Microsoft Corporation (MSFT) | 2.1 | $24M | 427k | 55.48 | |
BlackRock (BLK) | 2.0 | $23M | 68k | 340.52 | |
Mead Johnson Nutrition | 2.0 | $23M | 290k | 78.95 | |
Stryker Corporation (SYK) | 2.0 | $22M | 242k | 92.94 | |
Pepsi (PEP) | 1.9 | $22M | 224k | 99.92 | |
Accenture (ACN) | 1.9 | $22M | 206k | 104.50 | |
Verisk Analytics (VRSK) | 1.9 | $21M | 276k | 76.88 | |
Gilead Sciences (GILD) | 1.8 | $21M | 206k | 101.19 | |
Abbvie (ABBV) | 1.8 | $21M | 349k | 59.24 | |
Paypal Holdings (PYPL) | 1.8 | $21M | 567k | 36.20 | |
AmerisourceBergen (COR) | 1.8 | $21M | 197k | 103.71 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $19M | 24k | 777.99 | |
Cisco Systems (CSCO) | 1.6 | $18M | 674k | 27.15 | |
TJX Companies (TJX) | 1.6 | $18M | 256k | 70.91 | |
Blackstone | 1.6 | $18M | 606k | 29.24 | |
General Electric Company | 1.5 | $18M | 562k | 31.15 | |
State Street Corporation (STT) | 1.4 | $16M | 243k | 66.36 | |
U.S. Bancorp (USB) | 1.4 | $16M | 365k | 42.67 | |
Intel Corporation (INTC) | 1.4 | $16M | 450k | 34.45 | |
Procter & Gamble Company (PG) | 1.3 | $15M | 189k | 79.41 | |
Vanguard Small-Cap ETF (VB) | 1.1 | $13M | 115k | 110.64 | |
Tiffany & Co. | 1.1 | $12M | 159k | 76.29 | |
Celgene Corporation | 1.0 | $12M | 98k | 119.76 | |
McDonald's Corporation (MCD) | 1.0 | $12M | 98k | 118.14 | |
Verizon Communications (VZ) | 0.9 | $10M | 220k | 46.22 | |
United Parcel Service (UPS) | 0.9 | $10M | 105k | 96.23 | |
Johnson Controls | 0.8 | $9.7M | 245k | 39.49 | |
Oracle Corporation (ORCL) | 0.8 | $9.4M | 257k | 36.53 | |
Time Warner | 0.8 | $9.2M | 143k | 64.67 | |
Coca-Cola Company (KO) | 0.8 | $9.2M | 214k | 42.96 | |
General Dynamics Corporation (GD) | 0.8 | $9.0M | 66k | 137.36 | |
Bank of New York Mellon Corporation (BK) | 0.8 | $8.9M | 215k | 41.22 | |
Hain Celestial (HAIN) | 0.7 | $8.4M | 209k | 40.39 | |
Alibaba Group Holding (BABA) | 0.6 | $7.3M | 90k | 81.27 | |
Nielsen Hldgs Plc Shs Eur | 0.6 | $7.1M | 153k | 46.60 | |
Merck & Co (MRK) | 0.6 | $7.0M | 132k | 52.82 | |
United Technologies Corporation | 0.6 | $7.0M | 73k | 96.08 | |
Royal Dutch Shell | 0.5 | $5.5M | 120k | 45.79 | |
Berkshire Hathaway (BRK.B) | 0.5 | $5.4M | 41k | 132.05 | |
Home Depot (HD) | 0.5 | $5.3M | 40k | 132.25 | |
Abbott Laboratories (ABT) | 0.5 | $5.1M | 115k | 44.91 | |
CIGNA Corporation | 0.4 | $5.0M | 34k | 146.32 | |
At&t (T) | 0.4 | $4.6M | 135k | 34.41 | |
Equity Residential (EQR) | 0.4 | $4.6M | 56k | 81.60 | |
Anadarko Petroleum Corporation | 0.4 | $4.2M | 86k | 48.58 | |
Pfizer (PFE) | 0.3 | $4.0M | 123k | 32.28 | |
E.I. du Pont de Nemours & Company | 0.3 | $4.0M | 60k | 66.59 | |
Donaldson Company (DCI) | 0.3 | $3.6M | 127k | 28.66 | |
Dunkin' Brands Group | 0.3 | $3.6M | 84k | 42.59 | |
Chevron Corporation (CVX) | 0.3 | $3.4M | 38k | 89.95 | |
ConocoPhillips (COP) | 0.3 | $3.4M | 74k | 46.69 | |
iShares Russell 1000 Index (IWB) | 0.3 | $3.2M | 28k | 113.30 | |
Costco Wholesale Corporation (COST) | 0.3 | $3.1M | 19k | 161.52 | |
Monsanto Company | 0.3 | $3.0M | 31k | 98.52 | |
Koninklijke Philips Electronics NV (PHG) | 0.3 | $2.9M | 116k | 25.45 | |
International Business Machines (IBM) | 0.2 | $2.7M | 20k | 137.63 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $2.6M | 13k | 203.90 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $2.5M | 43k | 58.71 | |
Forest City Enterprises | 0.2 | $2.5M | 113k | 21.87 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $2.3M | 15k | 160.99 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $2.2M | 24k | 91.93 | |
American Express Company (AXP) | 0.2 | $2.1M | 30k | 69.55 | |
Altria (MO) | 0.2 | $2.1M | 36k | 58.22 | |
Forest City Enterprises | 0.1 | $1.7M | 77k | 21.93 | |
Danaher Corporation (DHR) | 0.1 | $1.6M | 17k | 92.87 | |
Philip Morris International (PM) | 0.1 | $1.4M | 16k | 87.93 | |
Amgen (AMGN) | 0.1 | $1.3M | 8.2k | 162.33 | |
Nike (NKE) | 0.1 | $1.4M | 23k | 62.51 | |
Murphy Oil Corporation (MUR) | 0.1 | $1.4M | 61k | 22.44 | |
Centene Corporation (CNC) | 0.1 | $1.4M | 21k | 65.80 | |
Murphy Usa (MUSA) | 0.1 | $1.3M | 22k | 60.76 | |
Leucadia National | 0.1 | $1.2M | 70k | 17.39 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.2M | 19k | 66.60 | |
Humana (HUM) | 0.1 | $1.2M | 6.7k | 178.50 | |
Rayonier (RYN) | 0.1 | $1.2M | 55k | 22.21 | |
Cerner Corporation | 0.1 | $1.2M | 19k | 60.19 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.2M | 12k | 97.81 | |
Walgreen Boots Alliance (WBA) | 0.1 | $1.2M | 14k | 85.14 | |
Union Pacific Corporation (UNP) | 0.1 | $1.0M | 13k | 78.20 | |
Wells Fargo & Company (WFC) | 0.1 | $1.0M | 19k | 54.34 | |
Emerson Electric (EMR) | 0.1 | $1.1M | 23k | 47.83 | |
Equifax (EFX) | 0.1 | $924k | 8.3k | 111.33 | |
SYSCO Corporation (SYY) | 0.1 | $909k | 22k | 40.98 | |
EMC Corporation | 0.1 | $974k | 38k | 25.68 | |
Omni (OMC) | 0.1 | $934k | 12k | 75.63 | |
Tetra Tech (TTEK) | 0.1 | $751k | 29k | 26.02 | |
UnitedHealth (UNH) | 0.1 | $746k | 6.3k | 117.57 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $789k | 18k | 43.40 | |
Broadridge Financial Solutions (BR) | 0.1 | $715k | 13k | 53.76 | |
Dominion Resources (D) | 0.1 | $716k | 11k | 67.60 | |
Harris Corporation | 0.1 | $715k | 8.2k | 86.93 | |
Texas Instruments Incorporated (TXN) | 0.1 | $671k | 12k | 54.79 | |
General Mills (GIS) | 0.1 | $526k | 9.1k | 57.61 | |
Illinois Tool Works (ITW) | 0.1 | $595k | 6.4k | 92.69 | |
Starbucks Corporation (SBUX) | 0.1 | $600k | 10k | 60.00 | |
TRC Companies | 0.1 | $618k | 67k | 9.24 | |
Alexander & Baldwin (ALEX) | 0.1 | $618k | 18k | 35.31 | |
BP (BP) | 0.0 | $484k | 16k | 31.23 | |
Vodafone Group New Adr F (VOD) | 0.0 | $506k | 16k | 32.26 | |
Charles Schwab Corporation (SCHW) | 0.0 | $393k | 12k | 32.92 | |
Caterpillar (CAT) | 0.0 | $340k | 5.0k | 68.00 | |
Norfolk Southern (NSC) | 0.0 | $368k | 4.4k | 84.60 | |
Bristol Myers Squibb (BMY) | 0.0 | $397k | 5.8k | 68.74 | |
Franklin Resources (BEN) | 0.0 | $354k | 9.6k | 36.86 | |
C.R. Bard | 0.0 | $294k | 1.6k | 189.68 | |
Financial Select Sector SPDR (XLF) | 0.0 | $322k | 14k | 23.85 | |
iShares Lehman MBS Bond Fund (MBB) | 0.0 | $366k | 3.4k | 107.65 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $337k | 4.4k | 75.76 | |
Mondelez Int (MDLZ) | 0.0 | $330k | 7.4k | 44.83 | |
Bright Horizons Fam Sol In D (BFAM) | 0.0 | $314k | 4.7k | 66.81 | |
Comcast Corporation (CMCSA) | 0.0 | $244k | 4.3k | 56.34 | |
Devon Energy Corporation (DVN) | 0.0 | $267k | 8.4k | 31.97 | |
Nextera Energy (NEE) | 0.0 | $221k | 2.1k | 104.00 | |
Williams Companies (WMB) | 0.0 | $195k | 7.6k | 25.66 | |
WABCO Holdings | 0.0 | $256k | 2.5k | 102.40 | |
Public Service Enterprise (PEG) | 0.0 | $240k | 6.2k | 38.71 | |
Amphenol Corporation (APH) | 0.0 | $272k | 5.2k | 52.31 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $189k | 560.00 | 337.50 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $233k | 1.7k | 139.10 | |
Simon Property (SPG) | 0.0 | $242k | 1.2k | 194.38 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $259k | 3.2k | 80.64 | |
Pure Cycle Corporation (PCYO) | 0.0 | $175k | 37k | 4.79 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $216k | 5.6k | 38.92 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $221k | 4.2k | 52.18 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $189k | 3.9k | 48.46 | |
American Tower Reit (AMT) | 0.0 | $233k | 2.4k | 97.08 | |
Express Scripts Holding | 0.0 | $180k | 2.1k | 87.59 | |
Cdk Global Inc equities | 0.0 | $191k | 4.0k | 47.39 | |
Kraft Heinz (KHC) | 0.0 | $281k | 3.9k | 72.80 | |
Starwood Property Trust (STWD) | 0.0 | $87k | 4.3k | 20.47 | |
PNC Financial Services (PNC) | 0.0 | $62k | 650.00 | 95.38 | |
Ameriprise Financial (AMP) | 0.0 | $89k | 840.00 | 105.95 | |
Northern Trust Corporation (NTRS) | 0.0 | $58k | 800.00 | 72.50 | |
People's United Financial | 0.0 | $162k | 10k | 16.20 | |
Wal-Mart Stores (WMT) | 0.0 | $80k | 1.3k | 60.98 | |
Baxter International (BAX) | 0.0 | $62k | 1.6k | 38.01 | |
ResMed (RMD) | 0.0 | $81k | 1.5k | 54.00 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $102k | 802.00 | 127.18 | |
PPG Industries (PPG) | 0.0 | $133k | 1.4k | 98.52 | |
Public Storage (PSA) | 0.0 | $161k | 650.00 | 247.69 | |
Stanley Black & Decker (SWK) | 0.0 | $96k | 900.00 | 106.67 | |
International Flavors & Fragrances (IFF) | 0.0 | $136k | 1.1k | 119.30 | |
Campbell Soup Company (CPB) | 0.0 | $81k | 1.6k | 52.26 | |
Yum! Brands (YUM) | 0.0 | $99k | 1.4k | 73.33 | |
McKesson Corporation (MCK) | 0.0 | $158k | 800.00 | 197.50 | |
Plum Creek Timber | 0.0 | $69k | 1.5k | 47.59 | |
Deere & Company (DE) | 0.0 | $69k | 900.00 | 76.67 | |
Honeywell International (HON) | 0.0 | $166k | 1.6k | 103.75 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $68k | 1.0k | 68.00 | |
American Electric Power Company (AEP) | 0.0 | $71k | 1.2k | 58.15 | |
Qualcomm (QCOM) | 0.0 | $159k | 3.2k | 50.09 | |
Southern Company (SO) | 0.0 | $121k | 2.6k | 46.95 | |
Dover Corporation (DOV) | 0.0 | $89k | 1.5k | 61.38 | |
Amazon (AMZN) | 0.0 | $169k | 250.00 | 676.00 | |
iShares Russell 2000 Index (IWM) | 0.0 | $132k | 1.2k | 112.34 | |
HCP | 0.0 | $111k | 2.9k | 38.25 | |
Unit Corporation | 0.0 | $60k | 5.0k | 12.12 | |
American International (AIG) | 0.0 | $164k | 2.7k | 61.89 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $74k | 645.00 | 114.73 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $77k | 667.00 | 115.44 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $88k | 1.3k | 69.02 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $148k | 925.00 | 160.00 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $145k | 1.0k | 139.16 | |
Sucampo Pharmaceuticals | 0.0 | $71k | 4.1k | 17.32 | |
PowerShares WilderHill Clean Energy | 0.0 | $82k | 17k | 4.76 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $160k | 2.1k | 75.26 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $78k | 708.00 | 110.17 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $143k | 4.4k | 32.76 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $63k | 1.8k | 35.00 | |
Tri-Continental Corporation (TY) | 0.0 | $115k | 5.7k | 20.01 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $62k | 800.00 | 77.50 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $78k | 750.00 | 104.00 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $60k | 725.00 | 82.76 | |
John Hancock Patriot Premium Div Fund II (PDT) | 0.0 | $62k | 4.5k | 13.78 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $84k | 900.00 | 93.33 | |
Rockwell Medical Technologies | 0.0 | $87k | 8.5k | 10.24 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $135k | 2.4k | 57.45 | |
Fortune Brands (FBIN) | 0.0 | $167k | 3.0k | 55.67 | |
Phillips 66 (PSX) | 0.0 | $143k | 1.7k | 81.81 | |
Duke Energy (DUK) | 0.0 | $72k | 1.0k | 70.94 | |
Ishares Tr core strm usbd (ISTB) | 0.0 | $105k | 1.1k | 99.53 | |
Sprouts Fmrs Mkt (SFM) | 0.0 | $122k | 4.6k | 26.52 | |
Synchrony Financial (SYF) | 0.0 | $80k | 2.6k | 30.43 | |
Horizon Pharma | 0.0 | $89k | 4.1k | 21.71 | |
Crown Castle Intl (CCI) | 0.0 | $130k | 1.5k | 86.67 | |
Chimera Investment Corp etf | 0.0 | $123k | 9.0k | 13.67 | |
Time Warner Cable | 0.0 | $51k | 276.00 | 184.78 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $55k | 1.7k | 32.35 | |
Cme (CME) | 0.0 | $36k | 400.00 | 90.00 | |
Bank of America Corporation (BAC) | 0.0 | $2.0k | 145.00 | 13.79 | |
Discover Financial Services (DFS) | 0.0 | $6.0k | 118.00 | 50.85 | |
FedEx Corporation (FDX) | 0.0 | $30k | 200.00 | 150.00 | |
M&T Bank Corporation (MTB) | 0.0 | $2.0k | 16.00 | 125.00 | |
Waste Management (WM) | 0.0 | $16k | 300.00 | 53.33 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $7.0k | 109.00 | 64.22 | |
Archer Daniels Midland Company (ADM) | 0.0 | $2.0k | 54.00 | 37.04 | |
Martin Marietta Materials (MLM) | 0.0 | $2.0k | 17.00 | 117.65 | |
Consolidated Edison (ED) | 0.0 | $13k | 200.00 | 65.00 | |
Lennar Corporation (LEN) | 0.0 | $3.0k | 62.00 | 48.39 | |
Apache Corporation | 0.0 | $7.0k | 150.00 | 46.67 | |
Edwards Lifesciences (EW) | 0.0 | $17k | 220.00 | 77.27 | |
IDEXX Laboratories (IDXX) | 0.0 | $18k | 250.00 | 72.00 | |
Microchip Technology (MCHP) | 0.0 | $13k | 275.00 | 47.27 | |
Paychex (PAYX) | 0.0 | $53k | 1.0k | 53.00 | |
Reynolds American | 0.0 | $5.0k | 107.00 | 46.73 | |
Spectra Energy | 0.0 | $2.0k | 100.00 | 20.00 | |
T. Rowe Price (TROW) | 0.0 | $50k | 700.00 | 71.43 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $3.0k | 34.00 | 88.24 | |
Brown-Forman Corporation (BF.B) | 0.0 | $19k | 187.00 | 101.60 | |
Dun & Bradstreet Corporation | 0.0 | $26k | 250.00 | 104.00 | |
Boeing Company (BA) | 0.0 | $15k | 101.00 | 148.51 | |
Dow Chemical Company | 0.0 | $2.0k | 44.00 | 45.45 | |
National-Oilwell Var | 0.0 | $15k | 450.00 | 33.33 | |
Agrium | 0.0 | $7.0k | 75.00 | 93.33 | |
Novartis (NVS) | 0.0 | $54k | 624.00 | 86.54 | |
Allstate Corporation (ALL) | 0.0 | $42k | 680.00 | 61.76 | |
Diageo (DEO) | 0.0 | $2.0k | 17.00 | 117.65 | |
eBay (EBAY) | 0.0 | $21k | 750.00 | 28.00 | |
Halliburton Company (HAL) | 0.0 | $2.0k | 46.00 | 43.48 | |
Praxair | 0.0 | $31k | 300.00 | 103.33 | |
Sanofi-Aventis SA (SNY) | 0.0 | $999.900000 | 22.00 | 45.45 | |
Target Corporation (TGT) | 0.0 | $22k | 300.00 | 73.33 | |
Unilever | 0.0 | $15k | 356.00 | 42.13 | |
Alleghany Corporation | 0.0 | $48k | 100.00 | 480.00 | |
iShares S&P 500 Index (IVV) | 0.0 | $20k | 100.00 | 200.00 | |
Biogen Idec (BIIB) | 0.0 | $32k | 104.00 | 307.69 | |
Mitsubishi UFJ Financial (MUFG) | 0.0 | $2.0k | 280.00 | 7.14 | |
Linear Technology Corporation | 0.0 | $13k | 300.00 | 43.33 | |
Stericycle (SRCL) | 0.0 | $12k | 100.00 | 120.00 | |
Whole Foods Market | 0.0 | $47k | 1.4k | 33.57 | |
Brown-Forman Corporation (BF.A) | 0.0 | $42k | 380.00 | 110.53 | |
Lowe's Companies (LOW) | 0.0 | $30k | 400.00 | 75.00 | |
Washington Real Estate Investment Trust (ELME) | 0.0 | $14k | 500.00 | 28.00 | |
Hershey Company (HSY) | 0.0 | $2.0k | 19.00 | 105.26 | |
Msci (MSCI) | 0.0 | $47k | 650.00 | 72.31 | |
Krispy Kreme Doughnuts | 0.0 | $0 | 5.00 | 0.00 | |
ConAgra Foods (CAG) | 0.0 | $4.0k | 100.00 | 40.00 | |
Bce (BCE) | 0.0 | $3.0k | 85.00 | 35.29 | |
PPL Corporation (PPL) | 0.0 | $3.0k | 74.00 | 40.54 | |
Axis Capital Holdings (AXS) | 0.0 | $56k | 1.0k | 56.00 | |
First Solar (FSLR) | 0.0 | $16k | 250.00 | 64.00 | |
Pioneer Natural Resources | 0.0 | $2.0k | 14.00 | 142.86 | |
Roper Industries (ROP) | 0.0 | $19k | 100.00 | 190.00 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $48k | 607.00 | 79.08 | |
Netflix (NFLX) | 0.0 | $40k | 350.00 | 114.29 | |
Zimmer Holdings (ZBH) | 0.0 | $21k | 200.00 | 105.00 | |
Ventas (VTR) | 0.0 | $2.0k | 32.00 | 62.50 | |
Yahoo! | 0.0 | $3.0k | 100.00 | 30.00 | |
Amdocs Ltd ord (DOX) | 0.0 | $13k | 230.00 | 56.52 | |
Energy Select Sector SPDR (XLE) | 0.0 | $2.0k | 27.00 | 74.07 | |
Oshkosh Corporation (OSK) | 0.0 | $2.0k | 53.00 | 37.74 | |
AmeriGas Partners | 0.0 | $27k | 800.00 | 33.75 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $1.0k | 195.00 | 5.13 | |
BHP Billiton (BHP) | 0.0 | $5.0k | 180.00 | 27.78 | |
Intuit (INTU) | 0.0 | $10k | 100.00 | 100.00 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $3.0k | 50.00 | 60.00 | |
NuStar Energy | 0.0 | $20k | 500.00 | 40.00 | |
Omega Healthcare Investors (OHI) | 0.0 | $1.0k | 37.00 | 27.03 | |
Energen Corporation | 0.0 | $0 | 2.00 | 0.00 | |
National Grid | 0.0 | $8.0k | 119.00 | 67.23 | |
Unilever (UL) | 0.0 | $3.0k | 59.00 | 50.85 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $12k | 150.00 | 80.00 | |
Realty Income (O) | 0.0 | $999.880000 | 28.00 | 35.71 | |
iShares Gold Trust | 0.0 | $31k | 3.0k | 10.33 | |
Technology SPDR (XLK) | 0.0 | $41k | 950.00 | 43.16 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $32k | 286.00 | 111.89 | |
Blackrock Kelso Capital | 0.0 | $9.0k | 1.0k | 9.00 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $22k | 205.00 | 107.32 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $6.0k | 150.00 | 40.00 | |
Utilities SPDR (XLU) | 0.0 | $13k | 300.00 | 43.33 | |
iShares Silver Trust (SLV) | 0.0 | $5.0k | 400.00 | 12.50 | |
Vanguard Value ETF (VTV) | 0.0 | $26k | 325.00 | 80.00 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $36k | 300.00 | 120.00 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $32k | 270.00 | 118.52 | |
Barclays Bank Plc 8.125% Non C p | 0.0 | $5.0k | 200.00 | 25.00 | |
BlackRock Enhanced Capital and Income (CII) | 0.0 | $11k | 775.00 | 14.19 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $1.0k | 10.00 | 100.00 | |
Morgan Stanley Emerging Markets Fund | 0.0 | $21k | 1.6k | 12.77 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $10k | 100.00 | 100.00 | |
Morgan Stanley Asia Pacific Fund | 0.0 | $17k | 1.2k | 13.83 | |
First Republic Bank/san F (FRCB) | 0.0 | $2.0k | 35.00 | 57.14 | |
O'reilly Automotive (ORLY) | 0.0 | $20k | 80.00 | 250.00 | |
iShares MSCI Singapore Index Fund | 0.0 | $7.0k | 700.00 | 10.00 | |
Vanguard REIT ETF (VNQ) | 0.0 | $32k | 400.00 | 80.00 | |
SPDR DJ Wilshire REIT (RWR) | 0.0 | $2.0k | 25.00 | 80.00 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $45k | 450.00 | 100.00 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $2.0k | 27.00 | 74.07 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $51k | 416.00 | 122.60 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $26k | 900.00 | 28.89 | |
iShares Dow Jones US Energy Sector (IYE) | 0.0 | $13k | 370.00 | 35.14 | |
iShares Dow Jones US Financial (IYF) | 0.0 | $16k | 180.00 | 88.89 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $43k | 285.00 | 150.88 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $25k | 240.00 | 104.17 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $28k | 260.00 | 107.69 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $33k | 487.00 | 67.76 | |
iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $5.0k | 175.00 | 28.57 | |
PowerShares High Yld. Dividend Achv | 0.0 | $0 | 1.00 | 0.00 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $16k | 500.00 | 32.00 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $14k | 175.00 | 80.00 | |
WisdomTree SmallCap Earnings Fund (EES) | 0.0 | $17k | 225.00 | 75.56 | |
ProShares Ultra Real Estate (URE) | 0.0 | $7.0k | 65.00 | 107.69 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $16k | 1.2k | 12.90 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $50k | 1.0k | 49.26 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $36k | 1.8k | 19.67 | |
Schwab International Equity ETF (SCHF) | 0.0 | $19k | 705.00 | 26.95 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.0 | $999.990000 | 41.00 | 24.39 | |
Spdr Index Shs Fds stoxx eur 50 etf (SPEU) | 0.0 | $6.0k | 200.00 | 30.00 | |
American Intl Group | 0.0 | $34k | 1.4k | 24.05 | |
Te Connectivity Ltd for (TEL) | 0.0 | $3.0k | 49.00 | 61.22 | |
Kinder Morgan (KMI) | 0.0 | $18k | 1.2k | 15.00 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $2.0k | 50.00 | 40.00 | |
Citigroup (C) | 0.0 | $6.0k | 122.00 | 49.18 | |
Global X Etf equity | 0.0 | $18k | 900.00 | 20.00 | |
Blucora | 0.0 | $1.0k | 150.00 | 6.67 | |
Powershares S&p 500 | 0.0 | $33k | 1.0k | 33.00 | |
Brookfield Total Return Fd I | 0.0 | $9.0k | 402.00 | 22.39 | |
Coty Inc Cl A (COTY) | 0.0 | $1.0k | 54.00 | 18.52 | |
World Point Terminals | 0.0 | $27k | 2.0k | 13.50 | |
Dws Municipal Income Trust | 0.0 | $6.0k | 425.00 | 14.12 | |
Halyard Health | 0.0 | $0 | 12.00 | 0.00 | |
Medtronic (MDT) | 0.0 | $18k | 232.00 | 77.59 | |
Mylan Nv | 0.0 | $1.0k | 10.00 | 100.00 | |
Eversource Energy (ES) | 0.0 | $18k | 351.00 | 51.28 | |
Allergan | 0.0 | $17k | 55.00 | 309.09 | |
Tegna (TGNA) | 0.0 | $6.0k | 222.00 | 27.03 | |
Wec Energy Group (WEC) | 0.0 | $46k | 894.00 | 51.45 | |
Baxalta Incorporated | 0.0 | $31k | 800.00 | 38.75 | |
Chemours (CC) | 0.0 | $2.0k | 420.00 | 4.76 | |
Welltower Inc Com reit (WELL) | 0.0 | $2.0k | 30.00 | 66.67 | |
Pjt Partners (PJT) | 0.0 | $13k | 459.00 | 28.32 |