Bel Air Investment Advisors as of Dec. 31, 2012
Portfolio Holdings for Bel Air Investment Advisors
Bel Air Investment Advisors holds 83 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.5 | $31M | 58k | 532.18 | |
SPDR Gold Trust (GLD) | 5.0 | $28M | 173k | 162.02 | |
Procter & Gamble Company (PG) | 4.8 | $27M | 402k | 67.89 | |
Amgen (AMGN) | 4.8 | $27M | 311k | 86.20 | |
Microsoft Corporation (MSFT) | 4.5 | $25M | 950k | 26.71 | |
Coca-Cola Company (KO) | 4.1 | $23M | 636k | 36.25 | |
Merck & Co (MRK) | 4.1 | $23M | 561k | 40.94 | |
Exxon Mobil Corporation (XOM) | 4.0 | $23M | 260k | 86.55 | |
American Express Company (AXP) | 3.9 | $22M | 381k | 57.48 | |
General Mills (GIS) | 3.8 | $22M | 532k | 40.42 | |
Campbell Soup Company (CPB) | 3.8 | $21M | 605k | 34.89 | |
Sap (SAP) | 3.7 | $21M | 257k | 80.38 | |
Qualcomm (QCOM) | 3.6 | $20M | 324k | 61.86 | |
Walt Disney Company (DIS) | 3.4 | $19M | 385k | 49.79 | |
JPMorgan Chase & Co. (JPM) | 3.2 | $18M | 413k | 43.97 | |
McDonald's Corporation (MCD) | 3.2 | $18M | 204k | 88.21 | |
Motorola Solutions (MSI) | 3.2 | $18M | 319k | 55.68 | |
United Technologies Corporation | 3.0 | $17M | 206k | 82.01 | |
EMC Corporation | 2.9 | $16M | 645k | 25.30 | |
United Parcel Service (UPS) | 2.7 | $15M | 208k | 73.73 | |
Monsanto Company | 2.1 | $12M | 123k | 94.65 | |
Occidental Petroleum Corporation (OXY) | 2.1 | $12M | 153k | 76.61 | |
Discovery Communications | 2.1 | $12M | 199k | 58.50 | |
Boeing Company (BA) | 2.1 | $12M | 153k | 75.36 | |
Covidien | 2.0 | $12M | 200k | 57.74 | |
Stryker Corporation (SYK) | 1.9 | $11M | 192k | 54.82 | |
Colony Financial | 1.6 | $8.9M | 455k | 19.50 | |
iShares S&P 500 Index (IVV) | 0.8 | $4.6M | 32k | 143.13 | |
Johnson & Johnson (JNJ) | 0.7 | $3.7M | 53k | 70.09 | |
Enterprise Products Partners (EPD) | 0.6 | $3.4M | 69k | 50.08 | |
International Business Machines (IBM) | 0.4 | $2.1M | 11k | 191.56 | |
Market Vectors Agribusiness | 0.4 | $2.0M | 39k | 52.75 | |
Colgate-Palmolive Company (CL) | 0.3 | $1.7M | 17k | 104.55 | |
Schlumberger (SLB) | 0.3 | $1.6M | 23k | 69.28 | |
Barrick Gold Corp (GOLD) | 0.3 | $1.5M | 44k | 35.01 | |
U.S. Bancorp (USB) | 0.3 | $1.5M | 48k | 31.95 | |
At&t (T) | 0.2 | $1.3M | 38k | 33.71 | |
Copano Energy | 0.2 | $1.3M | 40k | 31.62 | |
General Electric Company | 0.2 | $1.2M | 56k | 20.98 | |
3M Company (MMM) | 0.2 | $1.2M | 13k | 92.85 | |
Tesoro Corporation | 0.2 | $1.1M | 25k | 44.05 | |
Skechers USA (SKX) | 0.2 | $1.1M | 62k | 18.50 | |
Abbott Laboratories (ABT) | 0.2 | $1.1M | 16k | 65.47 | |
Accenture (ACN) | 0.2 | $1.1M | 17k | 66.53 | |
Ecolab (ECL) | 0.2 | $1.0M | 14k | 71.87 | |
Nike (NKE) | 0.2 | $988k | 19k | 51.61 | |
Pepsi (PEP) | 0.2 | $1.0M | 15k | 68.46 | |
Progressive Corporation (PGR) | 0.1 | $866k | 41k | 21.11 | |
Ford Motor Company (F) | 0.1 | $767k | 59k | 12.95 | |
Jarden Corporation | 0.1 | $814k | 16k | 51.68 | |
iShares Silver Trust (SLV) | 0.1 | $809k | 28k | 29.37 | |
iShares Gold Trust | 0.1 | $758k | 47k | 16.28 | |
Piedmont Office Realty Trust (PDM) | 0.1 | $721k | 40k | 18.06 | |
Starbucks Corporation (SBUX) | 0.1 | $607k | 11k | 53.60 | |
Rayonier (RYN) | 0.1 | $635k | 12k | 51.85 | |
Etfs Precious Metals Basket phys pm bskt | 0.1 | $636k | 6.9k | 92.85 | |
Wal-Mart Stores (WMT) | 0.1 | $554k | 8.1k | 68.18 | |
Kinder Morgan Management | 0.1 | $571k | 7.6k | 75.48 | |
Automatic Data Processing (ADP) | 0.1 | $569k | 10k | 56.90 | |
ConocoPhillips (COP) | 0.1 | $545k | 9.4k | 57.95 | |
Deere & Company (DE) | 0.1 | $540k | 6.3k | 86.40 | |
Eaton Vance | 0.1 | $568k | 18k | 31.87 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $563k | 13k | 44.51 | |
Berkshire Hathaway (BRK.B) | 0.1 | $486k | 5.4k | 89.75 | |
FMC Technologies | 0.1 | $481k | 11k | 42.87 | |
Newmont Mining Corporation (NEM) | 0.1 | $388k | 8.3k | 46.49 | |
Intel Corporation (INTC) | 0.1 | $367k | 18k | 20.64 | |
Travelers Companies (TRV) | 0.1 | $312k | 4.3k | 71.89 | |
Target Corporation (TGT) | 0.1 | $314k | 5.3k | 59.22 | |
iShares S&P 100 Index (OEF) | 0.1 | $365k | 5.6k | 64.77 | |
Silver Wheaton Corp | 0.1 | $361k | 10k | 36.10 | |
Crestwood Midstream Partners | 0.1 | $352k | 16k | 21.54 | |
Directv | 0.1 | $364k | 7.3k | 50.16 | |
Loews Corporation (L) | 0.1 | $255k | 6.3k | 40.73 | |
Devon Energy Corporation (DVN) | 0.1 | $260k | 5.0k | 52.00 | |
SandRidge Energy | 0.1 | $254k | 40k | 6.35 | |
Chevron Corporation (CVX) | 0.0 | $229k | 2.1k | 108.27 | |
McKesson Corporation (MCK) | 0.0 | $232k | 2.4k | 96.91 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $206k | 2.8k | 72.66 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $230k | 4.0k | 56.87 | |
Kellogg Company (K) | 0.0 | $227k | 4.1k | 55.97 | |
Novagold Resources Inc Cad (NG) | 0.0 | $238k | 53k | 4.53 | |
Heckmann Corporation | 0.0 | $202k | 50k | 4.04 |