Barrett Asset Management as of June 30, 2016
Portfolio Holdings for Barrett Asset Management
Barrett Asset Management holds 334 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Visa (V) | 4.8 | $56M | 755k | 74.17 | |
Exxon Mobil Corporation (XOM) | 4.7 | $54M | 577k | 93.74 | |
Facebook Inc cl a (META) | 3.3 | $39M | 338k | 114.28 | |
Johnson & Johnson (JNJ) | 3.0 | $35M | 289k | 121.30 | |
Walt Disney Company (DIS) | 2.9 | $34M | 346k | 97.82 | |
Schlumberger (SLB) | 2.6 | $31M | 388k | 79.08 | |
Ecolab (ECL) | 2.6 | $30M | 254k | 118.60 | |
3M Company (MMM) | 2.6 | $30M | 169k | 175.12 | |
Stryker Corporation (SYK) | 2.5 | $29M | 238k | 119.83 | |
Automatic Data Processing (ADP) | 2.3 | $27M | 288k | 91.87 | |
Alphabet Inc Class C cs (GOOG) | 2.2 | $26M | 37k | 692.11 | |
Cognizant Technology Solutions (CTSH) | 2.1 | $25M | 428k | 57.24 | |
Mead Johnson Nutrition | 2.1 | $24M | 269k | 90.75 | |
BlackRock (BLK) | 2.0 | $23M | 68k | 342.53 | |
Accenture (ACN) | 2.0 | $23M | 205k | 113.29 | |
Pepsi (PEP) | 2.0 | $23M | 218k | 105.94 | |
Apple (AAPL) | 2.0 | $23M | 241k | 95.60 | |
Microsoft Corporation (MSFT) | 2.0 | $23M | 444k | 51.17 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $23M | 362k | 62.14 | |
Verisk Analytics (VRSK) | 1.9 | $22M | 272k | 81.08 | |
Abbvie (ABBV) | 1.9 | $22M | 357k | 61.91 | |
Paypal Holdings (PYPL) | 1.9 | $22M | 598k | 36.51 | |
General Electric Company | 1.7 | $20M | 623k | 31.48 | |
Cisco Systems (CSCO) | 1.6 | $19M | 660k | 28.69 | |
TJX Companies (TJX) | 1.6 | $19M | 246k | 77.23 | |
First Republic Bank/san F (FRCB) | 1.6 | $19M | 268k | 69.99 | |
Gilead Sciences (GILD) | 1.5 | $18M | 214k | 83.42 | |
Chubb (CB) | 1.4 | $16M | 124k | 130.71 | |
Alphabet Inc Class A cs (GOOGL) | 1.4 | $16M | 23k | 703.55 | |
AmerisourceBergen (COR) | 1.3 | $15M | 189k | 79.32 | |
U.S. Bancorp (USB) | 1.3 | $15M | 365k | 40.33 | |
Intel Corporation (INTC) | 1.2 | $14M | 435k | 32.80 | |
Blackstone | 1.2 | $14M | 553k | 24.54 | |
Verizon Communications (VZ) | 1.1 | $13M | 233k | 55.84 | |
Vanguard Small-Cap ETF (VB) | 1.1 | $13M | 113k | 115.68 | |
United Parcel Service (UPS) | 1.0 | $12M | 111k | 107.72 | |
McDonald's Corporation (MCD) | 1.0 | $12M | 98k | 120.34 | |
Procter & Gamble Company (PG) | 1.0 | $12M | 136k | 84.67 | |
Time Warner | 1.0 | $11M | 151k | 73.54 | |
Bristol Myers Squibb (BMY) | 0.9 | $11M | 146k | 73.55 | |
Johnson Controls | 0.9 | $11M | 244k | 44.26 | |
Celgene Corporation | 0.9 | $11M | 109k | 98.63 | |
State Street Corporation (STT) | 0.9 | $10M | 194k | 53.92 | |
Hain Celestial (HAIN) | 0.8 | $9.4M | 188k | 49.75 | |
General Dynamics Corporation (GD) | 0.8 | $9.1M | 66k | 139.25 | |
Oracle Corporation (ORCL) | 0.8 | $9.2M | 224k | 40.93 | |
Home Depot (HD) | 0.7 | $8.4M | 66k | 127.69 | |
Bank of New York Mellon Corporation (BK) | 0.7 | $8.4M | 215k | 38.85 | |
Nielsen Hldgs Plc Shs Eur | 0.7 | $7.9M | 152k | 51.97 | |
United Technologies Corporation | 0.6 | $7.1M | 70k | 102.55 | |
Berkshire Hathaway (BRK.B) | 0.6 | $6.6M | 45k | 144.80 | |
Royal Dutch Shell | 0.6 | $6.6M | 120k | 55.22 | |
At&t (T) | 0.5 | $6.2M | 145k | 43.21 | |
Merck & Co (MRK) | 0.5 | $5.4M | 94k | 57.61 | |
Pfizer (PFE) | 0.5 | $5.3M | 150k | 35.21 | |
Abbott Laboratories (ABT) | 0.4 | $4.6M | 117k | 39.31 | |
Anadarko Petroleum Corporation | 0.4 | $4.1M | 77k | 53.25 | |
CIGNA Corporation | 0.4 | $4.1M | 32k | 127.98 | |
Chevron Corporation (CVX) | 0.3 | $4.0M | 38k | 104.83 | |
Equity Residential (EQR) | 0.3 | $3.9M | 57k | 68.87 | |
ConocoPhillips (COP) | 0.3 | $3.9M | 91k | 43.60 | |
Dunkin' Brands Group | 0.3 | $3.9M | 90k | 43.62 | |
Costco Wholesale Corporation (COST) | 0.3 | $3.6M | 23k | 157.05 | |
E.I. du Pont de Nemours & Company | 0.3 | $3.6M | 55k | 64.80 | |
iShares Russell 1000 Index (IWB) | 0.3 | $3.4M | 29k | 116.91 | |
Donaldson Company (DCI) | 0.3 | $3.2M | 94k | 34.36 | |
Coca-Cola Company (KO) | 0.2 | $2.9M | 65k | 45.34 | |
Koninklijke Philips Electronics NV (PHG) | 0.2 | $2.9M | 116k | 24.94 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $2.9M | 31k | 93.57 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $2.8M | 13k | 209.49 | |
International Business Machines (IBM) | 0.2 | $2.8M | 19k | 151.77 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $2.5M | 45k | 55.83 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $2.5M | 15k | 169.10 | |
Forest City Enterpri class b conv | 0.2 | $2.5M | 113k | 22.19 | |
Monsanto Company | 0.2 | $2.4M | 23k | 103.39 | |
Nike (NKE) | 0.2 | $2.5M | 45k | 55.21 | |
EOG Resources (EOG) | 0.2 | $2.5M | 30k | 83.42 | |
Altria (MO) | 0.2 | $2.4M | 34k | 68.95 | |
Murphy Oil Corporation (MUR) | 0.2 | $1.9M | 61k | 31.75 | |
American Express Company (AXP) | 0.1 | $1.8M | 29k | 60.76 | |
Danaher Corporation (DHR) | 0.1 | $1.7M | 17k | 100.99 | |
Forest City Realty Trust Inc Class A | 0.1 | $1.7M | 77k | 22.31 | |
Philip Morris International (PM) | 0.1 | $1.6M | 16k | 101.70 | |
Murphy Usa (MUSA) | 0.1 | $1.6M | 22k | 74.18 | |
Rayonier (RYN) | 0.1 | $1.4M | 55k | 26.24 | |
Amgen (AMGN) | 0.1 | $1.2M | 8.1k | 152.13 | |
Leucadia National | 0.1 | $1.2M | 70k | 17.33 | |
Emerson Electric (EMR) | 0.1 | $1.2M | 22k | 52.15 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.2M | 12k | 95.77 | |
Walgreen Boots Alliance (WBA) | 0.1 | $1.2M | 14k | 83.29 | |
Equifax (EFX) | 0.1 | $1.0M | 8.0k | 128.38 | |
Cerner Corporation | 0.1 | $1.0M | 17k | 58.59 | |
Colgate-Palmolive Company (CL) | 0.1 | $988k | 14k | 73.19 | |
Omni (OMC) | 0.1 | $900k | 11k | 81.45 | |
Humana (HUM) | 0.1 | $939k | 5.2k | 179.89 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $980k | 5.1k | 192.16 | |
Broadridge Financial Solutions (BR) | 0.1 | $848k | 13k | 65.23 | |
Dominion Resources (D) | 0.1 | $768k | 9.9k | 77.89 | |
Wells Fargo & Company (WFC) | 0.1 | $753k | 16k | 47.34 | |
Tetra Tech (TTEK) | 0.1 | $820k | 27k | 30.75 | |
Texas Instruments Incorporated (TXN) | 0.1 | $752k | 12k | 62.67 | |
Centene Corporation (CNC) | 0.1 | $855k | 12k | 71.39 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $779k | 18k | 42.85 | |
UnitedHealth (UNH) | 0.1 | $748k | 5.3k | 141.13 | |
General Mills (GIS) | 0.1 | $599k | 8.4k | 71.31 | |
EMC Corporation | 0.1 | $522k | 19k | 27.19 | |
Starbucks Corporation (SBUX) | 0.1 | $555k | 9.7k | 57.13 | |
Amazon (AMZN) | 0.1 | $612k | 855.00 | 715.79 | |
Alexander & Baldwin (ALEX) | 0.1 | $632k | 18k | 36.11 | |
SYSCO Corporation (SYY) | 0.0 | $462k | 9.1k | 50.74 | |
Union Pacific Corporation (UNP) | 0.0 | $477k | 5.5k | 87.27 | |
Illinois Tool Works (ITW) | 0.0 | $469k | 4.5k | 104.22 | |
TRC Companies | 0.0 | $422k | 67k | 6.31 | |
Caterpillar (CAT) | 0.0 | $379k | 5.0k | 75.80 | |
C.R. Bard | 0.0 | $317k | 1.4k | 234.81 | |
Public Service Enterprise (PEG) | 0.0 | $289k | 6.2k | 46.61 | |
Financial Select Sector SPDR (XLF) | 0.0 | $332k | 15k | 22.84 | |
iShares Lehman MBS Bond Fund (MBB) | 0.0 | $374k | 3.4k | 110.00 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $295k | 3.5k | 84.31 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $372k | 4.8k | 77.39 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $298k | 7.2k | 41.39 | |
Vodafone Group New Adr F (VOD) | 0.0 | $384k | 12k | 30.92 | |
BP (BP) | 0.0 | $276k | 7.8k | 35.53 | |
Comcast Corporation (CMCSA) | 0.0 | $240k | 3.7k | 65.29 | |
Franklin Resources (BEN) | 0.0 | $230k | 6.9k | 33.32 | |
Honeywell International (HON) | 0.0 | $209k | 1.8k | 116.11 | |
Nextera Energy (NEE) | 0.0 | $277k | 2.1k | 130.35 | |
WABCO Holdings | 0.0 | $213k | 2.3k | 91.61 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $254k | 1.7k | 149.41 | |
Simon Property (SPG) | 0.0 | $270k | 1.2k | 216.87 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $181k | 2.1k | 85.14 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $229k | 4.2k | 54.07 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $230k | 4.6k | 49.73 | |
Fortune Brands (FBIN) | 0.0 | $174k | 3.0k | 58.00 | |
American Tower Reit (AMT) | 0.0 | $273k | 2.4k | 113.75 | |
Mondelez Int (MDLZ) | 0.0 | $241k | 5.3k | 45.44 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $237k | 5.0k | 47.40 | |
Cdk Global Inc equities | 0.0 | $213k | 3.8k | 55.61 | |
Kraft Heinz (KHC) | 0.0 | $262k | 3.0k | 88.36 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $58k | 1.7k | 34.12 | |
Starwood Property Trust (STWD) | 0.0 | $79k | 3.8k | 20.79 | |
PNC Financial Services (PNC) | 0.0 | $139k | 1.7k | 81.52 | |
Ameriprise Financial (AMP) | 0.0 | $75k | 840.00 | 89.29 | |
Devon Energy Corporation (DVN) | 0.0 | $87k | 2.4k | 36.25 | |
Baxter International (BAX) | 0.0 | $70k | 1.6k | 45.16 | |
Norfolk Southern (NSC) | 0.0 | $128k | 1.5k | 85.33 | |
ResMed (RMD) | 0.0 | $95k | 1.5k | 63.33 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $107k | 780.00 | 137.18 | |
PPG Industries (PPG) | 0.0 | $135k | 1.3k | 103.85 | |
Public Storage (PSA) | 0.0 | $166k | 650.00 | 255.38 | |
Stanley Black & Decker (SWK) | 0.0 | $100k | 900.00 | 111.11 | |
International Flavors & Fragrances (IFF) | 0.0 | $126k | 1.0k | 126.00 | |
Campbell Soup Company (CPB) | 0.0 | $93k | 1.4k | 66.43 | |
Yum! Brands (YUM) | 0.0 | $83k | 1.0k | 83.00 | |
McKesson Corporation (MCK) | 0.0 | $149k | 800.00 | 186.25 | |
Allstate Corporation (ALL) | 0.0 | $99k | 1.4k | 69.67 | |
Deere & Company (DE) | 0.0 | $73k | 900.00 | 81.11 | |
American Electric Power Company (AEP) | 0.0 | $82k | 1.2k | 69.79 | |
Weyerhaeuser Company (WY) | 0.0 | $69k | 2.3k | 29.74 | |
Qualcomm (QCOM) | 0.0 | $149k | 2.8k | 53.71 | |
Williams Companies (WMB) | 0.0 | $76k | 3.5k | 21.71 | |
Southern Company (SO) | 0.0 | $134k | 2.5k | 53.49 | |
Dover Corporation (DOV) | 0.0 | $101k | 1.5k | 69.66 | |
Amphenol Corporation (APH) | 0.0 | $144k | 2.5k | 57.26 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $144k | 560.00 | 257.14 | |
iShares Russell 2000 Index (IWM) | 0.0 | $139k | 1.2k | 115.35 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $81k | 807.00 | 100.37 | |
American International (AIG) | 0.0 | $140k | 2.7k | 52.83 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $79k | 648.00 | 121.91 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $78k | 667.00 | 116.94 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $116k | 1.6k | 74.03 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $163k | 967.00 | 168.56 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $142k | 1.0k | 137.46 | |
Utilities SPDR (XLU) | 0.0 | $173k | 3.3k | 52.42 | |
Sucampo Pharmaceuticals | 0.0 | $86k | 7.8k | 11.03 | |
PowerShares WilderHill Clean Energy | 0.0 | $140k | 37k | 3.83 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $87k | 748.00 | 116.31 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $166k | 4.7k | 35.21 | |
Tri-Continental Corporation (TY) | 0.0 | $118k | 5.7k | 20.54 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $67k | 800.00 | 83.75 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $90k | 850.00 | 105.88 | |
PowerShares Preferred Portfolio | 0.0 | $81k | 5.3k | 15.28 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $67k | 770.00 | 87.01 | |
Pure Cycle Corporation (PCYO) | 0.0 | $170k | 36k | 4.72 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $162k | 4.1k | 40.00 | |
John Hancock Patriot Premium Div Fund II (PDT) | 0.0 | $76k | 4.5k | 16.89 | |
Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $107k | 7.6k | 14.16 | |
PowerShares Insured Nati Muni Bond | 0.0 | $133k | 5.0k | 26.60 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $84k | 900.00 | 93.33 | |
Rockwell Medical Technologies | 0.0 | $79k | 11k | 7.52 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $165k | 2.9k | 57.89 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $103k | 4.8k | 21.33 | |
Schwab International Equity ETF (SCHF) | 0.0 | $100k | 3.7k | 26.99 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $63k | 1.5k | 43.45 | |
Express Scripts Holding | 0.0 | $156k | 2.1k | 75.91 | |
Phillips 66 (PSX) | 0.0 | $136k | 1.7k | 79.44 | |
Duke Energy (DUK) | 0.0 | $83k | 968.00 | 85.74 | |
Ishares Tr core strm usbd (ISTB) | 0.0 | $122k | 1.2k | 101.24 | |
Bright Horizons Fam Sol In D (BFAM) | 0.0 | $113k | 1.7k | 66.47 | |
Sprouts Fmrs Mkt (SFM) | 0.0 | $105k | 4.6k | 22.83 | |
Alibaba Group Holding (BABA) | 0.0 | $80k | 1.0k | 80.00 | |
Synchrony Financial (SYF) | 0.0 | $66k | 2.6k | 25.10 | |
Horizon Pharma | 0.0 | $81k | 4.9k | 16.53 | |
Crown Castle Intl (CCI) | 0.0 | $152k | 1.5k | 101.33 | |
Chimera Investment Corp etf | 0.0 | $141k | 9.0k | 15.67 | |
Wec Energy Group (WEC) | 0.0 | $58k | 894.00 | 64.88 | |
Charles Schwab Corporation (SCHW) | 0.0 | $24k | 939.00 | 25.56 | |
Northern Trust Corporation (NTRS) | 0.0 | $53k | 800.00 | 66.25 | |
FedEx Corporation (FDX) | 0.0 | $15k | 100.00 | 150.00 | |
Wal-Mart Stores (WMT) | 0.0 | $3.0k | 40.00 | 75.00 | |
Waste Management (WM) | 0.0 | $20k | 300.00 | 66.67 | |
Consolidated Edison (ED) | 0.0 | $16k | 200.00 | 80.00 | |
Lennar Corporation (LEN) | 0.0 | $25k | 535.00 | 46.73 | |
Apache Corporation | 0.0 | $8.0k | 150.00 | 53.33 | |
Edwards Lifesciences (EW) | 0.0 | $22k | 220.00 | 100.00 | |
IDEXX Laboratories (IDXX) | 0.0 | $23k | 250.00 | 92.00 | |
Microchip Technology (MCHP) | 0.0 | $14k | 275.00 | 50.91 | |
Paychex (PAYX) | 0.0 | $24k | 400.00 | 60.00 | |
Reynolds American | 0.0 | $8.0k | 150.00 | 53.33 | |
T. Rowe Price (TROW) | 0.0 | $51k | 700.00 | 72.86 | |
V.F. Corporation (VFC) | 0.0 | $20k | 333.00 | 60.06 | |
Brown-Forman Corporation (BF.B) | 0.0 | $19k | 187.00 | 101.60 | |
Dun & Bradstreet Corporation | 0.0 | $30k | 250.00 | 120.00 | |
Tiffany & Co. | 0.0 | $24k | 400.00 | 60.00 | |
National-Oilwell Var | 0.0 | $10k | 300.00 | 33.33 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $3.0k | 152.00 | 19.74 | |
Air Products & Chemicals (APD) | 0.0 | $24k | 166.00 | 144.58 | |
Novartis (NVS) | 0.0 | $50k | 600.00 | 83.33 | |
eBay (EBAY) | 0.0 | $18k | 750.00 | 24.00 | |
Praxair | 0.0 | $34k | 300.00 | 113.33 | |
Target Corporation (TGT) | 0.0 | $21k | 300.00 | 70.00 | |
Unilever | 0.0 | $14k | 300.00 | 46.67 | |
Alleghany Corporation | 0.0 | $55k | 100.00 | 550.00 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $53k | 514.00 | 103.11 | |
iShares S&P 500 Index (IVV) | 0.0 | $21k | 100.00 | 210.00 | |
Biogen Idec (BIIB) | 0.0 | $25k | 104.00 | 240.38 | |
Stericycle (SRCL) | 0.0 | $10k | 100.00 | 100.00 | |
Whole Foods Market | 0.0 | $45k | 1.4k | 32.14 | |
Brown-Forman Corporation (BF.A) | 0.0 | $41k | 380.00 | 107.89 | |
Lowe's Companies (LOW) | 0.0 | $53k | 666.00 | 79.58 | |
Washington Real Estate Investment Trust (ELME) | 0.0 | $16k | 500.00 | 32.00 | |
Dollar Tree (DLTR) | 0.0 | $21k | 220.00 | 95.45 | |
Msci (MSCI) | 0.0 | $50k | 650.00 | 76.92 | |
Krispy Kreme Doughnuts | 0.0 | $0 | 5.00 | 0.00 | |
ConAgra Foods (CAG) | 0.0 | $5.0k | 100.00 | 50.00 | |
Axis Capital Holdings (AXS) | 0.0 | $55k | 1.0k | 55.00 | |
First Solar (FSLR) | 0.0 | $12k | 250.00 | 48.00 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $49k | 607.00 | 80.72 | |
Constellation Brands (STZ) | 0.0 | $19k | 115.00 | 165.22 | |
Netflix (NFLX) | 0.0 | $32k | 350.00 | 91.43 | |
Zimmer Holdings (ZBH) | 0.0 | $24k | 200.00 | 120.00 | |
Trex Company (TREX) | 0.0 | $8.0k | 169.00 | 47.34 | |
Yahoo! | 0.0 | $4.0k | 100.00 | 40.00 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $6.0k | 400.00 | 15.00 | |
Illumina (ILMN) | 0.0 | $7.0k | 49.00 | 142.86 | |
Brunswick Corporation (BC) | 0.0 | $21k | 474.00 | 44.30 | |
Align Technology (ALGN) | 0.0 | $10k | 121.00 | 82.64 | |
AmeriGas Partners | 0.0 | $37k | 800.00 | 46.25 | |
Intuit (INTU) | 0.0 | $8.0k | 75.00 | 106.67 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $3.0k | 50.00 | 60.00 | |
NuStar Energy | 0.0 | $25k | 500.00 | 50.00 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $41k | 169.00 | 242.60 | |
Alexion Pharmaceuticals | 0.0 | $11k | 95.00 | 115.79 | |
Lennox International (LII) | 0.0 | $6.0k | 39.00 | 153.85 | |
Lululemon Athletica (LULU) | 0.0 | $7.0k | 100.00 | 70.00 | |
National Grid | 0.0 | $4.0k | 50.00 | 80.00 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $12k | 150.00 | 80.00 | |
EnerNOC | 0.0 | $3.0k | 539.00 | 5.57 | |
iShares Gold Trust | 0.0 | $38k | 3.0k | 12.67 | |
Technology SPDR (XLK) | 0.0 | $41k | 950.00 | 43.16 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $31k | 286.00 | 108.39 | |
Blackrock Kelso Capital | 0.0 | $8.0k | 1.0k | 8.00 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $23k | 205.00 | 112.20 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $24k | 258.00 | 93.02 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $5.0k | 150.00 | 33.33 | |
iShares Silver Trust (SLV) | 0.0 | $7.0k | 400.00 | 17.50 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $12k | 106.00 | 113.21 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $35k | 900.00 | 38.89 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $37k | 300.00 | 123.33 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $56k | 450.00 | 124.44 | |
Barclays Bank Plc 8.125% Non C p | 0.0 | $5.0k | 200.00 | 25.00 | |
BlackRock Enhanced Capital and Income (CII) | 0.0 | $10k | 775.00 | 12.90 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $1.0k | 10.00 | 100.00 | |
Morgan Stanley Emerging Markets Fund | 0.0 | $22k | 1.6k | 13.38 | |
Morgan Stanley Asia Pacific Fund | 0.0 | $17k | 1.2k | 13.83 | |
O'reilly Automotive (ORLY) | 0.0 | $46k | 170.00 | 270.59 | |
iShares MSCI Singapore Index Fund | 0.0 | $8.0k | 700.00 | 11.43 | |
Vanguard REIT ETF (VNQ) | 0.0 | $39k | 435.00 | 89.66 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $46k | 450.00 | 102.22 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $53k | 416.00 | 127.40 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $26k | 900.00 | 28.89 | |
iShares Dow Jones US Energy Sector (IYE) | 0.0 | $14k | 370.00 | 37.84 | |
iShares Dow Jones US Financial (IYF) | 0.0 | $14k | 160.00 | 87.50 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $36k | 245.00 | 146.94 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $22k | 200.00 | 110.00 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $27k | 260.00 | 103.85 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $32k | 487.00 | 65.71 | |
PowerShares High Yld. Dividend Achv | 0.0 | $0 | 1.00 | 0.00 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $18k | 500.00 | 36.00 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $14k | 175.00 | 80.00 | |
WisdomTree SmallCap Earnings Fund (EES) | 0.0 | $18k | 225.00 | 80.00 | |
ProShares Ultra Real Estate (URE) | 0.0 | $8.0k | 65.00 | 123.08 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $18k | 1.2k | 14.52 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $51k | 1.0k | 50.25 | |
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 | $26k | 1.4k | 18.39 | |
Kinder Morgan (KMI) | 0.0 | $45k | 2.4k | 18.75 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $3.0k | 75.00 | 40.00 | |
Global X Etf equity | 0.0 | $19k | 900.00 | 21.11 | |
Acadia Healthcare (ACHC) | 0.0 | $5.0k | 91.00 | 54.95 | |
Blucora | 0.0 | $2.0k | 150.00 | 13.33 | |
Palo Alto Networks (PANW) | 0.0 | $13k | 110.00 | 118.18 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $17k | 416.00 | 40.87 | |
Powershares S&p 500 | 0.0 | $38k | 1.0k | 38.00 | |
Brookfield Total Return Fd I | 0.0 | $9.0k | 402.00 | 22.39 | |
Ishares Tr 2020 invtgr bd | 0.0 | $10k | 100.00 | 100.00 | |
World Point Terminals | 0.0 | $32k | 2.0k | 16.00 | |
Lgi Homes (LGIH) | 0.0 | $5.0k | 169.00 | 29.59 | |
Paylocity Holding Corporation (PCTY) | 0.0 | $8.0k | 195.00 | 41.03 | |
Ishares Tr hdg msci eafe (HEFA) | 0.0 | $32k | 1.3k | 23.92 | |
Arista Networks (ANET) | 0.0 | $20k | 305.00 | 65.57 | |
American Tower Corp New Pfd Co p | 0.0 | $14k | 120.00 | 116.67 | |
Dws Municipal Income Trust | 0.0 | $6.0k | 425.00 | 14.12 | |
Mobileye | 0.0 | $12k | 264.00 | 45.45 | |
Halyard Health | 0.0 | $0 | 12.00 | 0.00 | |
Medtronic (MDT) | 0.0 | $17k | 191.00 | 89.01 | |
Mylan Nv | 0.0 | $0 | 10.00 | 0.00 | |
Shake Shack Inc cl a (SHAK) | 0.0 | $4.0k | 100.00 | 40.00 | |
Allergan | 0.0 | $10k | 45.00 | 222.22 | |
Tegna (TGNA) | 0.0 | $5.0k | 222.00 | 22.52 | |
Chemours (CC) | 0.0 | $0 | 20.00 | 0.00 | |
Amplify Snack Brands | 0.0 | $6.0k | 410.00 | 14.63 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $31k | 134.00 | 231.34 |