Barrett Asset Management as of Sept. 30, 2016
Portfolio Holdings for Barrett Asset Management
Barrett Asset Management holds 334 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Visa (V) | 5.2 | $62M | 752k | 82.70 | |
Exxon Mobil Corporation (XOM) | 4.2 | $50M | 574k | 87.28 | |
Facebook Inc cl a (META) | 3.6 | $43M | 334k | 128.27 | |
Johnson & Johnson (JNJ) | 2.9 | $34M | 287k | 118.13 | |
Walt Disney Company (DIS) | 2.7 | $32M | 347k | 92.86 | |
Schlumberger (SLB) | 2.6 | $31M | 392k | 78.64 | |
Ecolab (ECL) | 2.6 | $31M | 252k | 121.72 | |
3M Company (MMM) | 2.5 | $30M | 170k | 176.23 | |
Alphabet Inc Class C cs (GOOG) | 2.4 | $29M | 37k | 777.29 | |
Stryker Corporation (SYK) | 2.3 | $27M | 236k | 116.41 | |
Apple (AAPL) | 2.3 | $27M | 242k | 113.05 | |
Accenture (ACN) | 2.3 | $27M | 221k | 122.17 | |
Automatic Data Processing (ADP) | 2.1 | $26M | 290k | 88.20 | |
Microsoft Corporation (MSFT) | 2.1 | $26M | 443k | 57.60 | |
BlackRock (BLK) | 2.1 | $25M | 68k | 362.46 | |
Paypal Holdings (PYPL) | 2.1 | $25M | 605k | 40.97 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $24M | 363k | 66.59 | |
General Electric Company | 2.0 | $24M | 809k | 29.62 | |
Pepsi (PEP) | 2.0 | $24M | 218k | 108.77 | |
Abbvie (ABBV) | 1.9 | $23M | 362k | 63.07 | |
Verisk Analytics (VRSK) | 1.9 | $22M | 272k | 81.28 | |
First Republic Bank/san F (FRCB) | 1.9 | $22M | 286k | 77.11 | |
Mead Johnson Nutrition | 1.8 | $21M | 269k | 79.01 | |
Cisco Systems (CSCO) | 1.8 | $21M | 656k | 31.72 | |
Cognizant Technology Solutions (CTSH) | 1.7 | $20M | 424k | 47.71 | |
TJX Companies (TJX) | 1.6 | $18M | 246k | 74.78 | |
Alphabet Inc Class A cs (GOOGL) | 1.5 | $18M | 23k | 804.06 | |
Gilead Sciences (GILD) | 1.4 | $17M | 209k | 79.12 | |
Intel Corporation (INTC) | 1.4 | $16M | 431k | 37.75 | |
U.S. Bancorp (USB) | 1.3 | $16M | 366k | 42.89 | |
Bristol Myers Squibb (BMY) | 1.3 | $16M | 292k | 53.92 | |
Chubb (CB) | 1.3 | $16M | 124k | 125.65 | |
Verizon Communications (VZ) | 1.2 | $15M | 281k | 51.98 | |
Vanguard Small-Cap ETF (VB) | 1.2 | $14M | 113k | 122.18 | |
State Street Corporation (STT) | 1.1 | $14M | 193k | 69.63 | |
Blackstone | 1.1 | $14M | 528k | 25.53 | |
Time Warner | 1.1 | $13M | 163k | 79.61 | |
United Parcel Service (UPS) | 1.0 | $12M | 112k | 109.36 | |
Procter & Gamble Company (PG) | 1.0 | $12M | 136k | 89.75 | |
Johnson Controls International Plc equity (JCI) | 1.0 | $12M | 257k | 46.53 | |
McDonald's Corporation (MCD) | 0.9 | $11M | 97k | 115.36 | |
Celgene Corporation | 0.9 | $11M | 106k | 104.53 | |
General Dynamics Corporation (GD) | 0.9 | $10M | 66k | 155.17 | |
AmerisourceBergen (COR) | 0.8 | $9.4M | 116k | 80.78 | |
Home Depot (HD) | 0.8 | $8.9M | 69k | 128.68 | |
Oracle Corporation (ORCL) | 0.7 | $8.8M | 224k | 39.28 | |
Bank of New York Mellon Corporation (BK) | 0.7 | $8.6M | 215k | 39.88 | |
Nielsen Hldgs Plc Shs Eur | 0.7 | $8.2M | 153k | 53.57 | |
United Technologies Corporation | 0.6 | $7.0M | 69k | 101.60 | |
Berkshire Hathaway (BRK.B) | 0.6 | $6.6M | 46k | 144.46 | |
Royal Dutch Shell | 0.5 | $6.0M | 120k | 50.07 | |
At&t (T) | 0.5 | $5.9M | 145k | 40.61 | |
Merck & Co (MRK) | 0.5 | $5.9M | 94k | 62.41 | |
Dunkin' Brands Group | 0.5 | $5.3M | 103k | 52.08 | |
Pfizer (PFE) | 0.4 | $5.2M | 154k | 33.87 | |
Abbott Laboratories (ABT) | 0.4 | $5.0M | 118k | 42.29 | |
Anadarko Petroleum Corporation | 0.4 | $5.0M | 79k | 63.36 | |
Chevron Corporation (CVX) | 0.3 | $3.9M | 38k | 102.91 | |
ConocoPhillips (COP) | 0.3 | $4.0M | 91k | 43.47 | |
Costco Wholesale Corporation (COST) | 0.3 | $3.7M | 24k | 152.50 | |
Equity Residential (EQR) | 0.3 | $3.7M | 57k | 64.32 | |
Centene Corporation (CNC) | 0.3 | $3.7M | 55k | 66.96 | |
E.I. du Pont de Nemours & Company | 0.3 | $3.6M | 54k | 66.97 | |
iShares Russell 1000 Index (IWB) | 0.3 | $3.6M | 30k | 120.47 | |
Koninklijke Philips Electronics NV (PHG) | 0.3 | $3.4M | 116k | 29.59 | |
EOG Resources (EOG) | 0.3 | $3.3M | 34k | 96.71 | |
Donaldson Company (DCI) | 0.3 | $3.4M | 91k | 37.33 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $3.1M | 52k | 59.13 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $3.0M | 14k | 216.33 | |
International Business Machines (IBM) | 0.2 | $2.9M | 19k | 158.84 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $3.0M | 31k | 97.38 | |
Nike (NKE) | 0.2 | $2.8M | 53k | 52.64 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $2.8M | 16k | 174.70 | |
Coca-Cola Company (KO) | 0.2 | $2.7M | 65k | 42.32 | |
Forest City Enterpri class b conv | 0.2 | $2.6M | 113k | 23.11 | |
Monsanto Company | 0.2 | $2.4M | 23k | 102.19 | |
Altria (MO) | 0.2 | $2.2M | 34k | 63.22 | |
American Express Company (AXP) | 0.2 | $1.9M | 29k | 64.04 | |
Murphy Oil Corporation (MUR) | 0.1 | $1.8M | 61k | 30.40 | |
Forest City Realty Trust Inc Class A | 0.1 | $1.8M | 77k | 23.13 | |
Philip Morris International (PM) | 0.1 | $1.5M | 16k | 97.20 | |
Murphy Usa (MUSA) | 0.1 | $1.6M | 22k | 71.34 | |
Rayonier (RYN) | 0.1 | $1.5M | 55k | 26.53 | |
Leucadia National | 0.1 | $1.3M | 70k | 19.04 | |
Amgen (AMGN) | 0.1 | $1.3M | 8.1k | 166.81 | |
Danaher Corporation (DHR) | 0.1 | $1.3M | 17k | 78.36 | |
Emerson Electric (EMR) | 0.1 | $1.2M | 22k | 54.50 | |
Walgreen Boots Alliance (WBA) | 0.1 | $1.1M | 14k | 80.65 | |
Equifax (EFX) | 0.1 | $1.1M | 8.0k | 134.62 | |
Cerner Corporation | 0.1 | $1.0M | 17k | 61.73 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.1M | 12k | 89.01 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.0M | 5.2k | 198.64 | |
Tetra Tech (TTEK) | 0.1 | $946k | 27k | 35.48 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.0M | 14k | 74.15 | |
Omni (OMC) | 0.1 | $935k | 11k | 85.00 | |
Broadridge Financial Solutions (BR) | 0.1 | $881k | 13k | 67.77 | |
Texas Instruments Incorporated (TXN) | 0.1 | $842k | 12k | 70.17 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $826k | 18k | 45.43 | |
Dominion Resources (D) | 0.1 | $717k | 9.7k | 74.22 | |
Wells Fargo & Company (WFC) | 0.1 | $704k | 16k | 44.26 | |
CIGNA Corporation | 0.1 | $752k | 5.8k | 130.31 | |
UnitedHealth (UNH) | 0.1 | $700k | 5.0k | 140.00 | |
Amazon (AMZN) | 0.1 | $716k | 855.00 | 837.43 | |
Alexander & Baldwin (ALEX) | 0.1 | $672k | 18k | 38.40 | |
Illinois Tool Works (ITW) | 0.1 | $539k | 4.5k | 119.78 | |
TRC Companies | 0.1 | $580k | 67k | 8.68 | |
Caterpillar (CAT) | 0.0 | $444k | 5.0k | 88.80 | |
SYSCO Corporation (SYY) | 0.0 | $446k | 9.1k | 48.98 | |
Union Pacific Corporation (UNP) | 0.0 | $507k | 5.2k | 97.50 | |
General Mills (GIS) | 0.0 | $530k | 8.3k | 63.86 | |
Starbucks Corporation (SBUX) | 0.0 | $526k | 9.7k | 54.14 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $426k | 5.3k | 80.51 | |
C.R. Bard | 0.0 | $303k | 1.4k | 224.44 | |
iShares Lehman MBS Bond Fund (MBB) | 0.0 | $374k | 3.4k | 110.00 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $305k | 7.2k | 42.36 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $312k | 6.0k | 52.00 | |
Vodafone Group New Adr F (VOD) | 0.0 | $356k | 12k | 29.11 | |
Fortive (FTV) | 0.0 | $333k | 6.6k | 50.84 | |
BP (BP) | 0.0 | $191k | 5.4k | 35.15 | |
Comcast Corporation (CMCSA) | 0.0 | $244k | 3.7k | 66.38 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $282k | 7.5k | 37.48 | |
Franklin Resources (BEN) | 0.0 | $228k | 6.4k | 35.61 | |
Honeywell International (HON) | 0.0 | $226k | 1.9k | 116.80 | |
Nextera Energy (NEE) | 0.0 | $260k | 2.1k | 122.35 | |
Qualcomm (QCOM) | 0.0 | $190k | 2.8k | 68.49 | |
Public Service Enterprise (PEG) | 0.0 | $260k | 6.2k | 41.94 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $263k | 1.7k | 154.71 | |
Financial Select Sector SPDR (XLF) | 0.0 | $281k | 15k | 19.33 | |
Simon Property (SPG) | 0.0 | $258k | 1.2k | 207.23 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $182k | 2.1k | 85.65 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $292k | 3.5k | 84.05 | |
Pure Cycle Corporation (PCYO) | 0.0 | $227k | 40k | 5.75 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $289k | 5.0k | 57.63 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $239k | 4.6k | 51.68 | |
American Tower Reit (AMT) | 0.0 | $272k | 2.4k | 113.33 | |
Mondelez Int (MDLZ) | 0.0 | $235k | 5.4k | 43.89 | |
Cdk Global Inc equities | 0.0 | $220k | 3.8k | 57.44 | |
Kraft Heinz (KHC) | 0.0 | $230k | 2.6k | 89.67 | |
Starwood Property Trust (STWD) | 0.0 | $86k | 3.8k | 22.63 | |
PNC Financial Services (PNC) | 0.0 | $149k | 1.7k | 90.03 | |
Ameriprise Financial (AMP) | 0.0 | $84k | 840.00 | 100.00 | |
Devon Energy Corporation (DVN) | 0.0 | $106k | 2.4k | 44.17 | |
Baxter International (BAX) | 0.0 | $74k | 1.6k | 47.74 | |
Norfolk Southern (NSC) | 0.0 | $146k | 1.5k | 97.33 | |
ResMed (RMD) | 0.0 | $97k | 1.5k | 64.67 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $98k | 780.00 | 125.64 | |
PPG Industries (PPG) | 0.0 | $134k | 1.3k | 103.08 | |
Public Storage (PSA) | 0.0 | $145k | 650.00 | 223.08 | |
Stanley Black & Decker (SWK) | 0.0 | $111k | 900.00 | 123.33 | |
International Flavors & Fragrances (IFF) | 0.0 | $143k | 1.0k | 143.00 | |
Campbell Soup Company (CPB) | 0.0 | $77k | 1.4k | 55.00 | |
Yum! Brands (YUM) | 0.0 | $91k | 1.0k | 91.00 | |
McKesson Corporation (MCK) | 0.0 | $133k | 800.00 | 166.25 | |
Deere & Company (DE) | 0.0 | $68k | 800.00 | 85.00 | |
American Electric Power Company (AEP) | 0.0 | $75k | 1.2k | 63.83 | |
Weyerhaeuser Company (WY) | 0.0 | $74k | 2.3k | 31.90 | |
Williams Companies (WMB) | 0.0 | $108k | 3.5k | 30.86 | |
Southern Company (SO) | 0.0 | $129k | 2.5k | 51.50 | |
Dover Corporation (DOV) | 0.0 | $107k | 1.5k | 73.79 | |
Amphenol Corporation (APH) | 0.0 | $163k | 2.5k | 64.81 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $162k | 560.00 | 289.29 | |
iShares Russell 2000 Index (IWM) | 0.0 | $142k | 1.1k | 124.02 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $84k | 807.00 | 104.09 | |
American International (AIG) | 0.0 | $157k | 2.7k | 59.25 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $80k | 649.00 | 123.27 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $81k | 667.00 | 121.44 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $120k | 1.6k | 76.58 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $161k | 925.00 | 174.05 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $154k | 1.0k | 149.08 | |
Utilities SPDR (XLU) | 0.0 | $162k | 3.3k | 49.09 | |
Sucampo Pharmaceuticals | 0.0 | $96k | 7.8k | 12.31 | |
PowerShares WilderHill Clean Energy | 0.0 | $142k | 37k | 3.88 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $93k | 748.00 | 124.33 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $177k | 4.7k | 37.54 | |
Tri-Continental Corporation (TY) | 0.0 | $123k | 5.7k | 21.41 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $67k | 800.00 | 83.75 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $151k | 1.4k | 105.59 | |
PowerShares Preferred Portfolio | 0.0 | $80k | 5.3k | 15.09 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $77k | 850.00 | 90.59 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $160k | 4.1k | 39.51 | |
John Hancock Patriot Premium Div Fund II (PDT) | 0.0 | $74k | 4.5k | 16.44 | |
Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $104k | 7.6k | 13.77 | |
PowerShares Insured Nati Muni Bond | 0.0 | $130k | 5.0k | 26.00 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $90k | 900.00 | 100.00 | |
Rockwell Medical Technologies | 0.0 | $70k | 11k | 6.67 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $125k | 2.1k | 60.98 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $146k | 6.3k | 23.06 | |
Schwab International Equity ETF (SCHF) | 0.0 | $135k | 4.7k | 28.69 | |
Kinder Morgan (KMI) | 0.0 | $69k | 3.0k | 23.00 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $62k | 1.5k | 42.76 | |
Fortune Brands (FBIN) | 0.0 | $174k | 3.0k | 58.00 | |
Express Scripts Holding | 0.0 | $145k | 2.1k | 70.56 | |
Phillips 66 (PSX) | 0.0 | $138k | 1.7k | 80.61 | |
Duke Energy (DUK) | 0.0 | $77k | 968.00 | 79.55 | |
Ishares Tr core strm usbd (ISTB) | 0.0 | $122k | 2.4k | 50.62 | |
Bright Horizons Fam Sol In D (BFAM) | 0.0 | $114k | 1.7k | 67.06 | |
Sprouts Fmrs Mkt (SFM) | 0.0 | $95k | 4.6k | 20.65 | |
Alibaba Group Holding (BABA) | 0.0 | $106k | 1.0k | 106.00 | |
Synchrony Financial (SYF) | 0.0 | $74k | 2.6k | 28.15 | |
Horizon Pharma | 0.0 | $89k | 4.9k | 18.16 | |
Crown Castle Intl (CCI) | 0.0 | $141k | 1.5k | 94.00 | |
Chimera Investment Corp etf | 0.0 | $144k | 9.0k | 16.00 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $66k | 2.0k | 32.66 | |
Dell Technologies Inc Class V equity | 0.0 | $102k | 2.1k | 47.75 | |
Charles Schwab Corporation (SCHW) | 0.0 | $30k | 939.00 | 31.95 | |
Northern Trust Corporation (NTRS) | 0.0 | $54k | 800.00 | 67.50 | |
FedEx Corporation (FDX) | 0.0 | $17k | 100.00 | 170.00 | |
Wal-Mart Stores (WMT) | 0.0 | $3.0k | 40.00 | 75.00 | |
Waste Management (WM) | 0.0 | $19k | 300.00 | 63.33 | |
Incyte Corporation (INCY) | 0.0 | $5.0k | 50.00 | 100.00 | |
Consolidated Edison (ED) | 0.0 | $15k | 200.00 | 75.00 | |
Lennar Corporation (LEN) | 0.0 | $23k | 535.00 | 42.99 | |
Apache Corporation | 0.0 | $10k | 150.00 | 66.67 | |
Edwards Lifesciences (EW) | 0.0 | $27k | 220.00 | 122.73 | |
IDEXX Laboratories (IDXX) | 0.0 | $28k | 250.00 | 112.00 | |
Microchip Technology (MCHP) | 0.0 | $17k | 275.00 | 61.82 | |
Paychex (PAYX) | 0.0 | $23k | 400.00 | 57.50 | |
Reynolds American | 0.0 | $7.0k | 150.00 | 46.67 | |
T. Rowe Price (TROW) | 0.0 | $47k | 700.00 | 67.14 | |
Brown-Forman Corporation (BF.B) | 0.0 | $18k | 374.00 | 48.13 | |
Dun & Bradstreet Corporation | 0.0 | $34k | 250.00 | 136.00 | |
Tiffany & Co. | 0.0 | $29k | 400.00 | 72.50 | |
National-Oilwell Var | 0.0 | $11k | 300.00 | 36.67 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $3.0k | 152.00 | 19.74 | |
Novartis (NVS) | 0.0 | $47k | 600.00 | 78.33 | |
Allstate Corporation (ALL) | 0.0 | $47k | 680.00 | 69.12 | |
eBay (EBAY) | 0.0 | $25k | 750.00 | 33.33 | |
Praxair | 0.0 | $36k | 300.00 | 120.00 | |
Target Corporation (TGT) | 0.0 | $21k | 300.00 | 70.00 | |
Unilever | 0.0 | $14k | 300.00 | 46.67 | |
Alleghany Corporation | 0.0 | $53k | 100.00 | 530.00 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $54k | 514.00 | 105.06 | |
iShares S&P 500 Index (IVV) | 0.0 | $22k | 100.00 | 220.00 | |
Biogen Idec (BIIB) | 0.0 | $33k | 104.00 | 317.31 | |
Stericycle (SRCL) | 0.0 | $8.0k | 100.00 | 80.00 | |
Whole Foods Market | 0.0 | $40k | 1.4k | 28.57 | |
Brown-Forman Corporation (BF.A) | 0.0 | $38k | 760.00 | 50.00 | |
Lowe's Companies (LOW) | 0.0 | $29k | 400.00 | 72.50 | |
Washington Real Estate Investment Trust (ELME) | 0.0 | $16k | 500.00 | 32.00 | |
Dollar Tree (DLTR) | 0.0 | $17k | 220.00 | 77.27 | |
Msci (MSCI) | 0.0 | $50k | 600.00 | 83.33 | |
ConAgra Foods (CAG) | 0.0 | $5.0k | 100.00 | 50.00 | |
WABCO Holdings | 0.0 | $9.0k | 75.00 | 120.00 | |
Axis Capital Holdings (AXS) | 0.0 | $54k | 1.0k | 54.00 | |
First Solar (FSLR) | 0.0 | $10k | 250.00 | 40.00 | |
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 | $37k | 375.00 | 98.67 | |
Zimmer Holdings (ZBH) | 0.0 | $26k | 200.00 | 130.00 | |
Trex Company (TREX) | 0.0 | $10k | 169.00 | 59.17 | |
Yahoo! | 0.0 | $4.0k | 100.00 | 40.00 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $6.0k | 400.00 | 15.00 | |
Under Armour (UAA) | 0.0 | $8.0k | 200.00 | 40.00 | |
Advanced Energy Industries (AEIS) | 0.0 | $2.0k | 50.00 | 40.00 | |
Brunswick Corporation (BC) | 0.0 | $23k | 474.00 | 48.52 | |
Align Technology (ALGN) | 0.0 | $11k | 121.00 | 90.91 | |
AmeriGas Partners | 0.0 | $37k | 800.00 | 46.25 | |
Intuit (INTU) | 0.0 | $8.0k | 75.00 | 106.67 | |
MetLife (MET) | 0.0 | $0 | 10.00 | 0.00 | |
NuStar Energy | 0.0 | $25k | 500.00 | 50.00 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $40k | 169.00 | 236.69 | |
Alexion Pharmaceuticals | 0.0 | $12k | 100.00 | 120.00 | |
Hain Celestial (HAIN) | 0.0 | $39k | 1.1k | 35.55 | |
Lennox International (LII) | 0.0 | $6.0k | 39.00 | 153.85 | |
Lululemon Athletica (LULU) | 0.0 | $6.0k | 100.00 | 60.00 | |
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 | $5.0k | 880.00 | 5.68 | |
iShares Gold Trust | 0.0 | $38k | 3.0k | 12.67 | |
Technology SPDR (XLK) | 0.0 | $45k | 950.00 | 47.37 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $34k | 286.00 | 118.88 | |
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 | $6.0k | 150.00 | 40.00 | |
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 | $38k | 900.00 | 42.22 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $40k | 300.00 | 133.33 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $58k | 450.00 | 128.89 | |
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 | $24k | 1.6k | 14.60 | |
Morgan Stanley Asia Pacific Fund | 0.0 | $19k | 1.2k | 15.46 | |
O'reilly Automotive (ORLY) | 0.0 | $48k | 170.00 | 282.35 | |
iShares MSCI Singapore Index Fund | 0.0 | $8.0k | 700.00 | 11.43 | |
Vanguard REIT ETF (VNQ) | 0.0 | $38k | 435.00 | 87.36 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $48k | 450.00 | 106.67 | |
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 | $24k | 800.00 | 30.00 | |
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 | $37k | 245.00 | 151.02 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $23k | 200.00 | 115.00 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $31k | 260.00 | 119.23 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $33k | 487.00 | 67.76 | |
PowerShares High Yld. Dividend Achv | 0.0 | $0 | 0 | 0.00 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $19k | 500.00 | 38.00 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $44k | 550.00 | 80.00 | |
WisdomTree SmallCap Earnings Fund (EES) | 0.0 | $19k | 225.00 | 84.44 | |
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 | $53k | 1.0k | 52.22 | |
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 | $30k | 1.4k | 21.22 | |
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 | $22k | 140.00 | 157.14 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $19k | 416.00 | 45.67 | |
Powershares S&p 500 | 0.0 | $39k | 1.0k | 39.00 | |
Brookfield Total Return Fd I | 0.0 | $9.0k | 402.00 | 22.39 | |
Ishares Tr 2020 invtgr bd | 0.0 | $10k | 400.00 | 25.00 | |
Fireeye | 0.0 | $1.0k | 100.00 | 10.00 | |
World Point Terminals | 0.0 | $30k | 2.0k | 15.00 | |
Lgi Homes (LGIH) | 0.0 | $6.0k | 169.00 | 35.50 | |
Paylocity Holding Corporation (PCTY) | 0.0 | $9.0k | 195.00 | 46.15 | |
Ishares Tr hdg msci eafe (HEFA) | 0.0 | $33k | 1.3k | 24.66 | |
Arista Networks (ANET) | 0.0 | $26k | 305.00 | 85.25 | |
Dws Municipal Income Trust | 0.0 | $6.0k | 425.00 | 14.12 | |
Mobileye | 0.0 | $11k | 264.00 | 41.67 | |
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 | $3.0k | 100.00 | 30.00 | |
Allergan | 0.0 | $23k | 100.00 | 230.00 | |
Tegna (TGNA) | 0.0 | $5.0k | 222.00 | 22.52 | |
Wec Energy Group (WEC) | 0.0 | $54k | 894.00 | 60.40 | |
Chemours (CC) | 0.0 | $0 | 20.00 | 0.00 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $36k | 134.00 | 268.66 | |
Xl | 0.0 | $44k | 1.3k | 33.85 |