Blume Capital Management as of March 31, 2014
Portfolio Holdings for Blume Capital Management
Blume Capital Management holds 235 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.2 | $7.9M | 192k | 40.99 | |
Johnson & Johnson (JNJ) | 5.7 | $7.1M | 73k | 98.23 | |
Schlumberger (SLB) | 5.4 | $6.8M | 70k | 97.50 | |
Vodafone Group New Adr F (VOD) | 5.4 | $6.8M | 185k | 36.81 | |
MetLife (MET) | 5.1 | $6.4M | 121k | 52.80 | |
Apple (AAPL) | 4.3 | $5.4M | 10k | 536.81 | |
iShares NASDAQ Biotechnology Index (IBB) | 4.0 | $5.1M | 22k | 236.38 | |
Devon Energy Corporation (DVN) | 3.6 | $4.6M | 69k | 66.93 | |
Halliburton Company (HAL) | 3.6 | $4.6M | 78k | 58.90 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.2 | $4.0M | 47k | 84.98 | |
JPMorgan Chase & Co. (JPM) | 3.1 | $3.9M | 65k | 60.71 | |
Covidien | 3.0 | $3.8M | 52k | 73.66 | |
Occidental Petroleum Corporation (OXY) | 3.0 | $3.8M | 40k | 95.30 | |
Comcast Corporation (CMCSA) | 2.8 | $3.5M | 70k | 50.04 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 2.7 | $3.3M | 42k | 79.97 | |
iShares MSCI EAFE Index Fund (EFA) | 2.6 | $3.3M | 49k | 67.19 | |
Baxter International (BAX) | 2.6 | $3.2M | 44k | 73.57 | |
Verizon Communications (VZ) | 2.5 | $3.1M | 66k | 47.57 | |
Target Corporation (TGT) | 2.2 | $2.7M | 45k | 60.51 | |
Oracle Corporation (ORCL) | 2.1 | $2.7M | 65k | 40.90 | |
Vanguard Total Stock Market ETF (VTI) | 2.1 | $2.6M | 27k | 97.45 | |
General Electric Company | 2.1 | $2.6M | 101k | 25.89 | |
Cisco Systems (CSCO) | 1.9 | $2.3M | 104k | 22.41 | |
Exxon Mobil Corporation (XOM) | 1.8 | $2.3M | 23k | 97.69 | |
Berkshire Hathaway (BRK.B) | 1.6 | $2.0M | 16k | 124.97 | |
Costco Wholesale Corporation (COST) | 1.2 | $1.5M | 13k | 111.65 | |
FedEx Corporation (FDX) | 0.9 | $1.2M | 8.7k | 132.54 | |
Emerson Electric (EMR) | 0.9 | $1.1M | 17k | 66.80 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.8 | $1.0M | 20k | 51.73 | |
Coca-Cola Company (KO) | 0.8 | $981k | 25k | 38.67 | |
Deere & Company (DE) | 0.6 | $795k | 8.8k | 90.86 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.6 | $789k | 52k | 15.25 | |
Honeywell International (HON) | 0.6 | $768k | 8.3k | 92.78 | |
Colgate-Palmolive Company (CL) | 0.6 | $697k | 11k | 64.84 | |
Vanguard Total Bond Market ETF (BND) | 0.6 | $687k | 8.5k | 81.15 | |
Capital One Financial (COF) | 0.5 | $644k | 8.4k | 77.13 | |
Chevron Corporation (CVX) | 0.5 | $567k | 4.8k | 118.92 | |
0.4 | $518k | 465.00 | 1113.98 | ||
Cemex SAB de CV (CX) | 0.3 | $430k | 34k | 12.63 | |
Hewlett-Packard Company | 0.3 | $402k | 12k | 32.34 | |
Gilead Sciences (GILD) | 0.3 | $347k | 4.9k | 70.82 | |
Wells Fargo & Company (WFC) | 0.3 | $328k | 6.6k | 49.80 | |
Facebook Inc cl a (META) | 0.2 | $283k | 4.7k | 60.21 | |
Aqua America | 0.2 | $270k | 11k | 25.06 | |
At&t (T) | 0.2 | $255k | 7.3k | 35.06 | |
Procter & Gamble Company (PG) | 0.2 | $252k | 3.1k | 80.64 | |
Starbucks Corporation (SBUX) | 0.2 | $220k | 3.0k | 73.33 | |
Pfizer (PFE) | 0.1 | $187k | 5.8k | 32.06 | |
Chesapeake Energy Corporation | 0.1 | $192k | 7.5k | 25.60 | |
Wstrn Asst Emrgng Mrkts Incm Fnd | 0.1 | $183k | 15k | 12.33 | |
3M Company (MMM) | 0.1 | $176k | 1.3k | 135.38 | |
Pimco Total Return Etf totl (BOND) | 0.1 | $179k | 1.7k | 106.55 | |
International Business Machines (IBM) | 0.1 | $158k | 819.00 | 192.92 | |
Pitney Bowes (PBI) | 0.1 | $146k | 5.6k | 26.07 | |
Intel Corporation (INTC) | 0.1 | $147k | 5.7k | 25.81 | |
Hormel Foods Corporation (HRL) | 0.1 | $148k | 3.0k | 49.33 | |
Sirius Xm Holdings (SIRI) | 0.1 | $153k | 48k | 3.20 | |
American Express Company (AXP) | 0.1 | $135k | 1.5k | 90.00 | |
SPDR S&P Biotech (XBI) | 0.1 | $142k | 1.0k | 142.00 | |
PowerShares Gld Drg Haltr USX China | 0.1 | $144k | 4.8k | 30.00 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $137k | 3.0k | 45.67 | |
National-Oilwell Var | 0.1 | $125k | 1.6k | 78.12 | |
SPDR S&P China (GXC) | 0.1 | $124k | 1.7k | 72.94 | |
Annaly Capital Management | 0.1 | $116k | 11k | 10.94 | |
Wal-Mart Stores (WMT) | 0.1 | $111k | 1.5k | 76.29 | |
Bristol Myers Squibb (BMY) | 0.1 | $109k | 2.1k | 51.78 | |
EMC Corporation | 0.1 | $112k | 4.1k | 27.32 | |
Pepsi (PEP) | 0.1 | $100k | 1.2k | 83.33 | |
Visa (V) | 0.1 | $97k | 450.00 | 215.56 | |
Amazon (AMZN) | 0.1 | $96k | 285.00 | 336.84 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $105k | 894.00 | 117.45 | |
First Trust NASDAQ Clean Edge Green (QCLN) | 0.1 | $100k | 4.9k | 20.41 | |
Mexico Equity and Income Fund (MXE) | 0.1 | $99k | 6.9k | 14.44 | |
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $98k | 12k | 8.35 | |
Becton, Dickinson and (BDX) | 0.1 | $82k | 701.00 | 116.98 | |
Celgene Corporation | 0.1 | $84k | 600.00 | 140.00 | |
Utilities SPDR (XLU) | 0.1 | $91k | 2.2k | 41.25 | |
Morgan Stanley Emerging Markets Fund | 0.1 | $85k | 5.6k | 15.18 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.1 | $91k | 925.00 | 98.38 | |
iShares MSCI Spain Index (EWP) | 0.1 | $82k | 2.0k | 40.98 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.1 | $93k | 1.6k | 57.37 | |
Dow Chemical Company | 0.1 | $70k | 1.5k | 48.28 | |
AvalonBay Communities (AVB) | 0.1 | $74k | 560.00 | 132.14 | |
VMware | 0.1 | $70k | 650.00 | 107.69 | |
United Parcel Service (UPS) | 0.1 | $58k | 600.00 | 96.67 | |
AFLAC Incorporated (AFL) | 0.1 | $63k | 1.0k | 63.00 | |
Amgen (AMGN) | 0.1 | $62k | 500.00 | 124.00 | |
Walgreen Company | 0.1 | $69k | 1.1k | 65.71 | |
iShares Russell 1000 Index (IWB) | 0.1 | $65k | 624.00 | 104.17 | |
CenterPoint Energy (CNP) | 0.1 | $59k | 2.5k | 23.60 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $62k | 707.00 | 87.69 | |
Vanguard REIT ETF (VNQ) | 0.1 | $64k | 911.00 | 70.25 | |
First Trust S&P REIT Index Fund (FRI) | 0.1 | $66k | 3.5k | 19.12 | |
Direxion Shs Etf Tr Daily 20+ | 0.1 | $57k | 1.0k | 57.00 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.1 | $67k | 987.00 | 67.88 | |
Twenty-first Century Fox | 0.1 | $68k | 2.1k | 31.87 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $52k | 1.5k | 35.52 | |
U.S. Bancorp (USB) | 0.0 | $47k | 1.1k | 42.65 | |
Walt Disney Company (DIS) | 0.0 | $51k | 633.00 | 80.57 | |
Union Pacific Corporation (UNP) | 0.0 | $52k | 275.00 | 189.09 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $54k | 1.6k | 33.33 | |
Market Vectors Gold Miners ETF | 0.0 | $55k | 2.4k | 23.40 | |
iShares S&P Europe 350 Index (IEV) | 0.0 | $51k | 1.1k | 48.43 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $47k | 3.2k | 14.69 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $56k | 800.00 | 70.00 | |
LMP Real Estate Income Fund | 0.0 | $51k | 4.7k | 10.82 | |
Direxion Shs Etf Tr china bull 3x | 0.0 | $46k | 2.0k | 23.00 | |
Proshares Tr pshs ult nasb (BIB) | 0.0 | $48k | 600.00 | 80.00 | |
Workday Inc cl a (WDAY) | 0.0 | $51k | 560.00 | 91.07 | |
BP (BP) | 0.0 | $38k | 800.00 | 47.50 | |
McDonald's Corporation (MCD) | 0.0 | $42k | 424.00 | 99.06 | |
Apache Corporation | 0.0 | $41k | 500.00 | 82.00 | |
Travelers Companies (TRV) | 0.0 | $41k | 480.00 | 85.42 | |
Medtronic | 0.0 | $37k | 600.00 | 61.67 | |
ConocoPhillips (COP) | 0.0 | $42k | 600.00 | 70.00 | |
eBay (EBAY) | 0.0 | $42k | 766.00 | 54.83 | |
General Mills (GIS) | 0.0 | $41k | 800.00 | 51.25 | |
Illinois Tool Works (ITW) | 0.0 | $41k | 500.00 | 82.00 | |
Clorox Company (CLX) | 0.0 | $35k | 400.00 | 87.50 | |
Omni (OMC) | 0.0 | $36k | 500.00 | 72.00 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $39k | 487.00 | 80.08 | |
SPDR Gold Trust (GLD) | 0.0 | $43k | 350.00 | 122.86 | |
Yahoo! | 0.0 | $39k | 1.1k | 35.45 | |
Sun Life Financial (SLF) | 0.0 | $38k | 1.1k | 34.55 | |
Transcanada Corp | 0.0 | $41k | 900.00 | 45.56 | |
General Motors Company (GM) | 0.0 | $32k | 930.00 | 34.41 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $38k | 901.00 | 42.18 | |
H&Q Healthcare Investors | 0.0 | $41k | 1.5k | 27.33 | |
Turkish Investment Fund | 0.0 | $32k | 3.0k | 10.67 | |
Beam | 0.0 | $33k | 400.00 | 82.50 | |
Monsanto Company | 0.0 | $23k | 200.00 | 115.00 | |
Home Depot (HD) | 0.0 | $31k | 394.00 | 78.68 | |
Comcast Corporation | 0.0 | $29k | 600.00 | 48.33 | |
Novartis (NVS) | 0.0 | $31k | 369.00 | 84.01 | |
Highwoods Properties (HIW) | 0.0 | $29k | 750.00 | 38.67 | |
Enbridge Energy Partners | 0.0 | $20k | 735.00 | 27.21 | |
Novagold Resources Inc Cad (NG) | 0.0 | $22k | 6.0k | 3.67 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $22k | 203.00 | 108.37 | |
iShares MSCI South Africa Index (EZA) | 0.0 | $21k | 321.00 | 65.42 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $22k | 213.00 | 103.29 | |
PowerShares Preferred Portfolio | 0.0 | $25k | 1.8k | 14.05 | |
Vanguard European ETF (VGK) | 0.0 | $29k | 500.00 | 58.00 | |
BlackRock Real Asset Trust | 0.0 | $20k | 2.2k | 9.09 | |
SPDR DJ International Real Estate ETF (RWX) | 0.0 | $25k | 601.00 | 41.60 | |
Claymore/AlphaShares China Real Est ETF | 0.0 | $29k | 1.5k | 19.33 | |
iShares MSCI Germany Index Fund (EWG) | 0.0 | $26k | 828.00 | 31.40 | |
iShares S&P Global Energy Sector (IXC) | 0.0 | $19k | 435.00 | 43.68 | |
DWS Global High Income Fund | 0.0 | $24k | 3.0k | 8.00 | |
Hollyfrontier Corp | 0.0 | $29k | 600.00 | 48.33 | |
Pandora Media | 0.0 | $23k | 750.00 | 30.67 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $26k | 248.00 | 104.84 | |
Doubleline Opportunistic Cr (DBL) | 0.0 | $27k | 1.2k | 23.32 | |
Portola Pharmaceuticals | 0.0 | $26k | 1.0k | 26.00 | |
Direxion Shs Etf Tr daily gold miner | 0.0 | $27k | 775.00 | 34.84 | |
0.0 | $28k | 600.00 | 46.67 | ||
State Street Corporation (STT) | 0.0 | $7.0k | 100.00 | 70.00 | |
Edwards Lifesciences (EW) | 0.0 | $18k | 240.00 | 75.00 | |
Redwood Trust (RWT) | 0.0 | $9.0k | 448.00 | 20.09 | |
CenturyLink | 0.0 | $7.0k | 200.00 | 35.00 | |
Diageo (DEO) | 0.0 | $15k | 122.00 | 122.95 | |
GlaxoSmithKline | 0.0 | $15k | 290.00 | 51.72 | |
Nike (NKE) | 0.0 | $11k | 150.00 | 73.33 | |
Weyerhaeuser Company (WY) | 0.0 | $8.0k | 271.00 | 29.52 | |
Ford Motor Company (F) | 0.0 | $17k | 1.1k | 15.51 | |
Applied Materials (AMAT) | 0.0 | $7.0k | 331.00 | 21.15 | |
New York Times Company (NYT) | 0.0 | $17k | 1.0k | 17.00 | |
Goldcorp | 0.0 | $12k | 500.00 | 24.00 | |
Ares Capital Corporation (ARCC) | 0.0 | $10k | 556.00 | 17.99 | |
AmeriGas Partners | 0.0 | $17k | 400.00 | 42.50 | |
Cytec Industries | 0.0 | $17k | 171.00 | 99.42 | |
Vail Resorts (MTN) | 0.0 | $7.0k | 100.00 | 70.00 | |
Cepheid | 0.0 | $12k | 229.00 | 52.40 | |
Kansas City Southern | 0.0 | $10k | 100.00 | 100.00 | |
Kimco Realty Corporation (KIM) | 0.0 | $11k | 500.00 | 22.00 | |
Financial Select Sector SPDR (XLF) | 0.0 | $16k | 700.00 | 22.86 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $15k | 375.00 | 40.00 | |
American Capital Agency | 0.0 | $8.0k | 375.00 | 21.33 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $11k | 108.00 | 101.85 | |
Moly | 0.0 | $7.0k | 1.5k | 4.67 | |
Vanguard Growth ETF (VUG) | 0.0 | $7.0k | 75.00 | 93.33 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $16k | 213.00 | 75.12 | |
Calamos Strategic Total Return Fund (CSQ) | 0.0 | $11k | 1.0k | 11.00 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $9.0k | 826.00 | 10.90 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $17k | 155.00 | 109.68 | |
MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) | 0.0 | $17k | 1.6k | 10.62 | |
Invesco Mortgage Capital | 0.0 | $11k | 657.00 | 16.74 | |
PowerShares DB Agriculture Fund | 0.0 | $11k | 400.00 | 27.50 | |
iShares FTSE NAREIT Mort. Plus Capp | 0.0 | $18k | 1.5k | 12.00 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $13k | 1.5k | 8.67 | |
Claymore S&P Global Water Index | 0.0 | $7.0k | 250.00 | 28.00 | |
PIMCO Corporate Income Fund (PCN) | 0.0 | $12k | 750.00 | 16.00 | |
PowerShares Dynamic Biotech &Genome | 0.0 | $15k | 350.00 | 42.86 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $18k | 600.00 | 30.00 | |
Herzfeld Caribbean Basin (CUBA) | 0.0 | $12k | 1.5k | 8.00 | |
Madison Strategic Sector Premium Fund | 0.0 | $7.0k | 600.00 | 11.67 | |
Blackrock California Mun. Income Trust (BFZ) | 0.0 | $11k | 780.00 | 14.10 | |
Powershares Db Base Metals Dou (BDDXF) | 0.0 | $7.0k | 1.0k | 7.00 | |
Linkedin Corp | 0.0 | $14k | 75.00 | 186.67 | |
Powershares Etf Tr Ii s^p500 low vol | 0.0 | $12k | 358.00 | 33.52 | |
Ishares High Dividend Equity F (HDV) | 0.0 | $16k | 225.00 | 71.11 | |
Fortune Brands (FBIN) | 0.0 | $17k | 400.00 | 42.50 | |
Global X Fds ftse greec | 0.0 | $7.0k | 300.00 | 23.33 | |
Global X Funds (SOCL) | 0.0 | $13k | 650.00 | 20.00 | |
Market Vectors Global Alt Ener | 0.0 | $11k | 175.00 | 62.86 | |
Fireeye | 0.0 | $12k | 200.00 | 60.00 | |
Time Warner Cable | 0.0 | $3.0k | 25.00 | 120.00 | |
Lennar Corporation (LEN) | 0.0 | $6.0k | 154.00 | 38.96 | |
Regions Financial Corporation (RF) | 0.0 | $6.0k | 500.00 | 12.00 | |
Affymetrix | 0.0 | $999.600000 | 140.00 | 7.14 | |
Ultratech | 0.0 | $4.0k | 140.00 | 28.57 | |
Plum Creek Timber | 0.0 | $4.0k | 100.00 | 40.00 | |
Aol | 0.0 | $0 | 9.00 | 0.00 | |
Intuitive Surgical (ISRG) | 0.0 | $4.0k | 10.00 | 400.00 | |
Frontier Communications | 0.0 | $2.0k | 310.00 | 6.45 | |
City National Corporation | 0.0 | $4.0k | 45.00 | 88.89 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $5.0k | 200.00 | 25.00 | |
Qiagen | 0.0 | $3.0k | 124.00 | 24.19 | |
DURECT Corporation | 0.0 | $4.0k | 3.0k | 1.33 | |
National Fuel Gas (NFG) | 0.0 | $5.0k | 70.00 | 71.43 | |
Harris & Harris | 0.0 | $2.0k | 600.00 | 3.33 | |
Dynavax Technologies Corporation | 0.0 | $999.000000 | 300.00 | 3.33 | |
iShares Gold Trust | 0.0 | $6.0k | 500.00 | 12.00 | |
Macerich Company (MAC) | 0.0 | $2.0k | 30.00 | 66.67 | |
Corcept Therapeutics Incorporated (CORT) | 0.0 | $3.0k | 700.00 | 4.29 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $4.0k | 100.00 | 40.00 | |
iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $3.0k | 300.00 | 10.00 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $5.0k | 100.00 | 50.00 | |
Rydex S&P MidCap 400 Pure Growth ETF | 0.0 | $2.0k | 15.00 | 133.33 | |
Apricus Bioscience | 0.0 | $0 | 33.00 | 0.00 | |
First Trust ISE Water Index Fund (FIW) | 0.0 | $6.0k | 176.00 | 34.09 | |
Fusion-io | 0.0 | $999.750000 | 75.00 | 13.33 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $5.0k | 184.00 | 27.17 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $3.0k | 184.00 | 16.30 | |
Ddr Corp | 0.0 | $0 | 15.00 | 0.00 | |
Solarcity | 0.0 | $5.0k | 80.00 | 62.50 |