Diversified Trust as of June 30, 2013
Portfolio Holdings for Diversified Trust
Diversified Trust holds 462 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Dividend Appreciation ETF (VIG) | 13.7 | $115M | 1.7M | 66.20 | |
Jp Morgan Alerian Mlp Index | 6.8 | $57M | 1.2M | 46.64 | |
Spdr S&p 500 Etf (SPY) | 5.3 | $45M | 278k | 160.42 | |
Coca-Cola Company (KO) | 3.6 | $30M | 747k | 40.11 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 3.4 | $29M | 647k | 44.22 | |
Ubs Ag Jersey Brh Alerian Infrst | 3.3 | $28M | 713k | 39.28 | |
Vanguard Emerging Markets ETF (VWO) | 2.5 | $21M | 551k | 38.80 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 1.6 | $13M | 214k | 61.15 | |
Philip Morris International (PM) | 1.5 | $12M | 143k | 86.62 | |
iShares Russell 2000 Index (IWM) | 1.2 | $9.8M | 101k | 97.01 | |
Vanguard Total World Stock Idx (VT) | 1.1 | $9.5M | 184k | 51.51 | |
Exxon Mobil Corporation (XOM) | 1.0 | $8.6M | 95k | 90.36 | |
FedEx Corporation (FDX) | 0.9 | $8.0M | 81k | 98.58 | |
Core Laboratories | 0.9 | $7.7M | 51k | 151.66 | |
Enterprise Products Partners (EPD) | 0.7 | $6.3M | 101k | 62.15 | |
Wal-Mart Stores (WMT) | 0.7 | $6.0M | 81k | 74.49 | |
Plains All American Pipeline (PAA) | 0.7 | $5.8M | 104k | 55.82 | |
BancorpSouth | 0.6 | $5.3M | 299k | 17.70 | |
General American Investors (GAM) | 0.6 | $5.3M | 166k | 31.94 | |
UnitedHealth (UNH) | 0.6 | $4.7M | 73k | 65.49 | |
Avery Dennison Corporation (AVY) | 0.5 | $4.6M | 107k | 42.76 | |
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) | 0.5 | $4.3M | 332k | 12.87 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $3.8M | 66k | 57.30 | |
0.5 | $3.8M | 4.3k | 880.50 | ||
Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.5 | $3.8M | 341k | 11.12 | |
Kinder Morgan Energy Partners | 0.4 | $3.7M | 43k | 85.41 | |
Swiss Helvetia Fund (SWZ) | 0.4 | $3.4M | 277k | 12.32 | |
Accenture (ACN) | 0.4 | $3.3M | 46k | 71.98 | |
Buckeye Partners | 0.4 | $3.1M | 45k | 70.17 | |
Japan Equity Fund | 0.3 | $2.9M | 455k | 6.46 | |
Templeton Emerging Markets (EMF) | 0.3 | $2.9M | 168k | 17.50 | |
Proto Labs (PRLB) | 0.3 | $2.9M | 45k | 64.99 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $2.8M | 19k | 148.57 | |
Adams Express Company (ADX) | 0.3 | $2.9M | 240k | 11.96 | |
Sodastream International | 0.3 | $2.9M | 40k | 72.67 | |
Allied World Assurance | 0.3 | $2.8M | 30k | 91.53 | |
Visa (V) | 0.3 | $2.6M | 14k | 182.79 | |
Southwestern Energy Company | 0.3 | $2.6M | 71k | 36.54 | |
International Business Machines (IBM) | 0.3 | $2.5M | 13k | 191.16 | |
Energy Transfer Equity (ET) | 0.3 | $2.5M | 42k | 59.83 | |
Amazon (AMZN) | 0.3 | $2.4M | 8.7k | 277.79 | |
Gulfport Energy Corporation | 0.3 | $2.5M | 52k | 47.11 | |
Cit | 0.3 | $2.3M | 50k | 46.64 | |
Denbury Resources | 0.3 | $2.4M | 137k | 17.32 | |
Morgan Stanley Emerging Markets Fund | 0.3 | $2.3M | 162k | 14.34 | |
Concho Resources | 0.3 | $2.2M | 27k | 83.72 | |
Angie's List | 0.3 | $2.2M | 84k | 26.56 | |
Chevron Corporation (CVX) | 0.3 | $2.2M | 18k | 118.38 | |
Krispy Kreme Doughnuts | 0.3 | $2.2M | 126k | 17.45 | |
First Tr/aberdeen Emerg Opt | 0.3 | $2.2M | 116k | 18.83 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $2.1M | 66k | 31.57 | |
At&t (T) | 0.2 | $2.1M | 58k | 35.40 | |
Medidata Solutions | 0.2 | $2.0M | 26k | 77.45 | |
Japan Smaller Capitalizaion Fund (JOF) | 0.2 | $2.0M | 231k | 8.57 | |
Vanguard S&p 500 | 0.2 | $2.0M | 27k | 73.36 | |
Asia Pacific Fund | 0.2 | $2.0M | 198k | 10.10 | |
THE GDL FUND Closed-End fund (GDL) | 0.2 | $2.0M | 173k | 11.44 | |
White Mountains Insurance Gp (WTM) | 0.2 | $1.9M | 3.3k | 575.08 | |
AutoZone (AZO) | 0.2 | $1.9M | 4.5k | 423.88 | |
Templeton Dragon Fund (TDF) | 0.2 | $1.9M | 78k | 25.11 | |
NetSuite | 0.2 | $1.9M | 21k | 91.76 | |
Mexico Equity and Income Fund (MXE) | 0.2 | $1.9M | 125k | 15.39 | |
Express Scripts Holding | 0.2 | $2.0M | 32k | 61.75 | |
Restoration Hardware Hldgs I | 0.2 | $1.9M | 26k | 75.00 | |
Range Resources (RRC) | 0.2 | $1.9M | 24k | 77.32 | |
Comerica Incorporated (CMA) | 0.2 | $1.9M | 47k | 39.85 | |
Pioneer Natural Resources | 0.2 | $1.8M | 13k | 144.76 | |
Energy Transfer Partners | 0.2 | $1.8M | 36k | 50.55 | |
Dex (DXCM) | 0.2 | $1.9M | 83k | 22.45 | |
Shutterfly | 0.2 | $1.9M | 34k | 55.93 | |
Tri-Continental Corporation (TY) | 0.2 | $1.9M | 105k | 17.90 | |
Wpx Energy | 0.2 | $1.8M | 97k | 18.95 | |
Casey's General Stores (CASY) | 0.2 | $1.8M | 30k | 60.16 | |
Apple (AAPL) | 0.2 | $1.8M | 4.5k | 396.69 | |
Parker-Hannifin Corporation (PH) | 0.2 | $1.8M | 19k | 95.41 | |
Procter & Gamble Company (PG) | 0.2 | $1.8M | 23k | 77.01 | |
Goldcorp | 0.2 | $1.8M | 73k | 24.74 | |
salesforce (CRM) | 0.2 | $1.8M | 46k | 38.19 | |
Susser Holdings Corporation | 0.2 | $1.8M | 38k | 47.88 | |
Visteon Corporation (VC) | 0.2 | $1.7M | 28k | 63.15 | |
Guidewire Software (GWRE) | 0.2 | $1.8M | 42k | 42.05 | |
Merck & Co (MRK) | 0.2 | $1.7M | 36k | 46.45 | |
Royal Dutch Shell | 0.2 | $1.6M | 26k | 63.82 | |
Stryker Corporation (SYK) | 0.2 | $1.7M | 26k | 64.68 | |
Ingram Micro | 0.2 | $1.7M | 87k | 19.00 | |
Insulet Corporation (PODD) | 0.2 | $1.7M | 53k | 31.43 | |
Alexander & Baldwin (ALEX) | 0.2 | $1.7M | 42k | 39.76 | |
Turquoisehillres | 0.2 | $1.7M | 282k | 5.93 | |
Owens Corning (OC) | 0.2 | $1.6M | 41k | 39.10 | |
Microsoft Corporation (MSFT) | 0.2 | $1.6M | 46k | 34.56 | |
McDonald's Corporation (MCD) | 0.2 | $1.6M | 16k | 99.01 | |
Hyatt Hotels Corporation (H) | 0.2 | $1.6M | 39k | 40.38 | |
Tesla Motors (TSLA) | 0.2 | $1.6M | 15k | 107.42 | |
Financial Engines | 0.2 | $1.6M | 34k | 45.59 | |
Cabot Oil & Gas Corporation (CTRA) | 0.2 | $1.5M | 21k | 71.06 | |
Johnson & Johnson (JNJ) | 0.2 | $1.5M | 18k | 85.91 | |
CSG Systems International (CSGS) | 0.2 | $1.5M | 69k | 21.79 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $1.6M | 17k | 89.24 | |
Ryanair Holdings | 0.2 | $1.6M | 30k | 51.56 | |
Calpine Corporation | 0.2 | $1.5M | 70k | 21.24 | |
Oshkosh Corporation (OSK) | 0.2 | $1.5M | 40k | 37.98 | |
Korea (KF) | 0.2 | $1.5M | 44k | 34.48 | |
Citigroup (C) | 0.2 | $1.5M | 32k | 47.99 | |
Mosaic (MOS) | 0.2 | $1.5M | 29k | 53.83 | |
Leucadia National | 0.2 | $1.5M | 56k | 26.22 | |
Bed Bath & Beyond | 0.2 | $1.4M | 20k | 70.95 | |
Molex Incorporated | 0.2 | $1.5M | 59k | 24.87 | |
Plum Creek Timber | 0.2 | $1.5M | 31k | 46.70 | |
Oracle Corporation (ORCL) | 0.2 | $1.4M | 46k | 30.71 | |
priceline.com Incorporated | 0.2 | $1.4M | 1.7k | 826.98 | |
Allegheny Technologies Incorporated (ATI) | 0.2 | $1.4M | 55k | 26.32 | |
European Equity Fund (EEA) | 0.2 | $1.4M | 199k | 7.16 | |
Clough Global Equity Fund closed-end fund (GLQ) | 0.2 | $1.4M | 95k | 14.98 | |
Demandware | 0.2 | $1.4M | 34k | 42.44 | |
Harris Teeter Supermarkets | 0.2 | $1.5M | 31k | 46.87 | |
Infoblox | 0.2 | $1.4M | 49k | 29.26 | |
Sociedad Quimica y Minera (SQM) | 0.2 | $1.3M | 33k | 40.40 | |
Foot Locker (FL) | 0.2 | $1.3M | 38k | 35.15 | |
Nike (NKE) | 0.2 | $1.3M | 21k | 63.72 | |
Sykes Enterprises, Incorporated | 0.2 | $1.4M | 86k | 15.77 | |
Actuant Corporation | 0.2 | $1.4M | 42k | 32.98 | |
Liberty All-Star Equity Fund (USA) | 0.2 | $1.4M | 266k | 5.20 | |
New Germany Fund (GF) | 0.2 | $1.4M | 78k | 17.61 | |
WisdomTree Investments (WT) | 0.2 | $1.4M | 118k | 11.57 | |
Aurico Gold | 0.2 | $1.3M | 299k | 4.37 | |
Compass Minerals International (CMP) | 0.1 | $1.3M | 15k | 84.54 | |
3M Company (MMM) | 0.1 | $1.3M | 12k | 109.40 | |
Mattel (MAT) | 0.1 | $1.3M | 28k | 45.33 | |
Western Digital (WDC) | 0.1 | $1.2M | 20k | 62.09 | |
Capital One Financial (COF) | 0.1 | $1.2M | 20k | 62.81 | |
Aaron's | 0.1 | $1.2M | 44k | 28.02 | |
Sinclair Broadcast | 0.1 | $1.3M | 43k | 29.39 | |
Investors Ban | 0.1 | $1.3M | 60k | 21.08 | |
Key (KEY) | 0.1 | $1.3M | 114k | 11.05 | |
Spectra Energy Partners | 0.1 | $1.3M | 28k | 46.01 | |
Trinity Industries (TRN) | 0.1 | $1.3M | 34k | 38.44 | |
Chart Industries (GTLS) | 0.1 | $1.2M | 13k | 94.10 | |
Flotek Industries | 0.1 | $1.3M | 70k | 17.94 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $1.3M | 128k | 10.17 | |
Discover Financial Services (DFS) | 0.1 | $1.2M | 25k | 47.66 | |
SYSCO Corporation (SYY) | 0.1 | $1.2M | 34k | 34.19 | |
Starbucks Corporation (SBUX) | 0.1 | $1.2M | 18k | 65.55 | |
Chipotle Mexican Grill (CMG) | 0.1 | $1.2M | 3.3k | 364.55 | |
Dcp Midstream Partners | 0.1 | $1.2M | 22k | 54.12 | |
Infinera (INFN) | 0.1 | $1.2M | 111k | 10.67 | |
Raymond James Financial (RJF) | 0.1 | $1.2M | 27k | 42.99 | |
Rosetta Resources | 0.1 | $1.2M | 28k | 42.54 | |
Pan American Silver Corp Can (PAAS) | 0.1 | $1.2M | 100k | 11.64 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.2M | 16k | 72.74 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.1 | $1.2M | 16k | 72.44 | |
Asml Holding (ASML) | 0.1 | $1.2M | 15k | 79.16 | |
Intel Corporation (INTC) | 0.1 | $1.1M | 47k | 24.23 | |
Schlumberger (SLB) | 0.1 | $1.1M | 15k | 71.66 | |
Qualcomm (QCOM) | 0.1 | $1.1M | 19k | 61.14 | |
Williams Companies (WMB) | 0.1 | $1.1M | 35k | 32.49 | |
FLIR Systems | 0.1 | $1.1M | 39k | 26.98 | |
American Capital | 0.1 | $1.1M | 84k | 12.67 | |
Amer (UHAL) | 0.1 | $1.1M | 7.0k | 161.97 | |
Bio-Rad Laboratories (BIO) | 0.1 | $1.1M | 9.5k | 112.20 | |
Targa Resources Partners | 0.1 | $1.1M | 21k | 50.47 | |
Lufkin Industries | 0.1 | $1.1M | 12k | 88.49 | |
Encore Wire Corporation (WIRE) | 0.1 | $1.1M | 32k | 34.11 | |
Intrepid Potash | 0.1 | $1.1M | 58k | 19.05 | |
M.D.C. Holdings | 0.1 | $1.1M | 35k | 32.52 | |
China Fund (CHN) | 0.1 | $1.1M | 55k | 19.99 | |
Morgan Stanley Asia Pacific Fund | 0.1 | $1.1M | 70k | 15.69 | |
Laredo Petroleum Holdings | 0.1 | $1.1M | 52k | 20.57 | |
Yelp Inc cl a (YELP) | 0.1 | $1.1M | 33k | 34.80 | |
Exone | 0.1 | $1.1M | 17k | 61.75 | |
Seacor Holdings | 0.1 | $1.0M | 12k | 83.08 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $978k | 19k | 52.82 | |
Ace Limited Cmn | 0.1 | $980k | 11k | 89.50 | |
General Electric Company | 0.1 | $1.0M | 43k | 23.19 | |
Praxair | 0.1 | $982k | 8.5k | 115.24 | |
Biogen Idec (BIIB) | 0.1 | $976k | 4.5k | 215.21 | |
General Dynamics Corporation (GD) | 0.1 | $991k | 13k | 78.41 | |
Aptar (ATR) | 0.1 | $1.0M | 18k | 55.23 | |
Vail Resorts (MTN) | 0.1 | $1.0M | 17k | 61.55 | |
West Pharmaceutical Services (WST) | 0.1 | $970k | 14k | 70.29 | |
UMB Financial Corporation (UMBF) | 0.1 | $973k | 18k | 55.68 | |
Morgan Stanley China A Share Fund (CAF) | 0.1 | $987k | 51k | 19.23 | |
ACADIA Pharmaceuticals (ACAD) | 0.1 | $1.0M | 56k | 18.15 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.1 | $1.0M | 30k | 33.16 | |
Hasbro (HAS) | 0.1 | $906k | 20k | 44.85 | |
State Street Corporation (STT) | 0.1 | $909k | 14k | 65.28 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $930k | 4.1k | 224.91 | |
Cerner Corporation | 0.1 | $961k | 10k | 96.10 | |
Hess (HES) | 0.1 | $953k | 14k | 66.53 | |
Endurance Specialty Hldgs Lt | 0.1 | $900k | 18k | 51.46 | |
Alexion Pharmaceuticals | 0.1 | $911k | 9.9k | 92.25 | |
EQT Corporation (EQT) | 0.1 | $888k | 11k | 79.38 | |
Aegerion Pharmaceuticals | 0.1 | $890k | 14k | 63.41 | |
Hca Holdings (HCA) | 0.1 | $896k | 25k | 36.10 | |
Pdc Energy | 0.1 | $953k | 19k | 51.50 | |
Cummins (CMI) | 0.1 | $849k | 7.8k | 108.50 | |
Wolverine World Wide (WWW) | 0.1 | $803k | 15k | 54.63 | |
Allergan | 0.1 | $818k | 9.7k | 84.26 | |
John Wiley & Sons (WLY) | 0.1 | $820k | 21k | 40.10 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $840k | 10k | 83.82 | |
iShares S&P 500 Index (IVV) | 0.1 | $848k | 5.3k | 161.03 | |
Dover Corporation (DOV) | 0.1 | $809k | 10k | 77.68 | |
Linn Energy | 0.1 | $818k | 25k | 33.22 | |
IDEX Corporation (IEX) | 0.1 | $852k | 16k | 53.84 | |
FMC Corporation (FMC) | 0.1 | $864k | 14k | 61.13 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $846k | 8.4k | 100.24 | |
Clarcor | 0.1 | $853k | 16k | 52.25 | |
Esterline Technologies Corporation | 0.1 | $825k | 11k | 72.37 | |
TreeHouse Foods (THS) | 0.1 | $810k | 12k | 65.59 | |
Trimas Corporation (TRS) | 0.1 | $836k | 22k | 37.32 | |
National Instruments | 0.1 | $879k | 31k | 27.97 | |
New Gold Inc Cda (NGD) | 0.1 | $816k | 127k | 6.43 | |
CNO Financial (CNO) | 0.1 | $828k | 64k | 12.97 | |
Latin American Discovery Fund | 0.1 | $807k | 60k | 13.50 | |
Acadia Healthcare (ACHC) | 0.1 | $849k | 26k | 33.08 | |
Facebook Inc cl a (META) | 0.1 | $861k | 35k | 24.89 | |
Bloomin Brands (BLMN) | 0.1 | $839k | 34k | 24.90 | |
Icon (ICLR) | 0.1 | $878k | 25k | 35.47 | |
Cst Brands | 0.1 | $867k | 28k | 30.83 | |
Northern Trust Corporation (NTRS) | 0.1 | $716k | 12k | 57.98 | |
Martin Marietta Materials (MLM) | 0.1 | $798k | 8.1k | 98.43 | |
FMC Technologies | 0.1 | $784k | 14k | 55.70 | |
Willis Group Holdings | 0.1 | $796k | 20k | 40.82 | |
Schnitzer Steel Industries (RDUS) | 0.1 | $721k | 31k | 23.40 | |
Sensient Technologies Corporation (SXT) | 0.1 | $790k | 20k | 40.51 | |
Las Vegas Sands (LVS) | 0.1 | $771k | 15k | 52.99 | |
Emerson Electric (EMR) | 0.1 | $766k | 14k | 54.56 | |
National-Oilwell Var | 0.1 | $743k | 11k | 68.99 | |
CareFusion Corporation | 0.1 | $731k | 20k | 36.87 | |
Sanofi-Aventis SA (SNY) | 0.1 | $764k | 15k | 51.52 | |
SPDR Gold Trust (GLD) | 0.1 | $750k | 6.3k | 119.20 | |
Baidu (BIDU) | 0.1 | $728k | 7.7k | 94.72 | |
Prosperity Bancshares (PB) | 0.1 | $773k | 15k | 51.79 | |
EPIQ Systems | 0.1 | $739k | 55k | 13.48 | |
Intuit (INTU) | 0.1 | $770k | 13k | 61.11 | |
LSB Industries (LXU) | 0.1 | $750k | 25k | 30.42 | |
ARM Holdings | 0.1 | $724k | 20k | 36.25 | |
Cepheid | 0.1 | $744k | 22k | 34.44 | |
Silver Standard Res | 0.1 | $764k | 120k | 6.35 | |
Trustmark Corporation (TRMK) | 0.1 | $744k | 30k | 24.61 | |
Owens & Minor (OMI) | 0.1 | $760k | 22k | 33.87 | |
St. Jude Medical | 0.1 | $720k | 16k | 45.64 | |
PROS Holdings (PRO) | 0.1 | $781k | 26k | 29.98 | |
Gabelli Dividend & Income Trust (GDV) | 0.1 | $795k | 41k | 19.32 | |
Central Europe and Russia Fund (CEE) | 0.1 | $747k | 25k | 29.86 | |
Morgan Stanley East. Euro | 0.1 | $760k | 47k | 16.17 | |
Wright Express (WEX) | 0.1 | $727k | 9.5k | 76.73 | |
Mid-America Apartment (MAA) | 0.1 | $700k | 10k | 67.78 | |
Unum (UNM) | 0.1 | $687k | 23k | 29.40 | |
Chesapeake Energy Corporation | 0.1 | $653k | 32k | 20.41 | |
First Horizon National Corporation (FHN) | 0.1 | $702k | 63k | 11.21 | |
Enbridge Energy Partners | 0.1 | $701k | 23k | 30.51 | |
Oil States International (OIS) | 0.1 | $701k | 7.6k | 92.72 | |
Oneok Partners | 0.1 | $707k | 14k | 49.54 | |
Unit Corporation | 0.1 | $648k | 15k | 42.61 | |
QEP Resources | 0.1 | $638k | 23k | 27.78 | |
Royce Value Trust (RVT) | 0.1 | $691k | 46k | 15.18 | |
Kosmos Energy | 0.1 | $639k | 63k | 10.17 | |
Chuys Hldgs (CHUY) | 0.1 | $688k | 18k | 38.38 | |
Tile Shop Hldgs (TTSH) | 0.1 | $681k | 24k | 28.96 | |
Lifelock | 0.1 | $660k | 56k | 11.72 | |
Shutterstock (SSTK) | 0.1 | $649k | 12k | 55.81 | |
New Residential Invt | 0.1 | $665k | 99k | 6.75 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $614k | 14k | 43.70 | |
Norfolk Southern (NSC) | 0.1 | $616k | 8.5k | 72.68 | |
MICROS Systems | 0.1 | $587k | 14k | 43.16 | |
C.R. Bard | 0.1 | $576k | 5.3k | 108.72 | |
Lancaster Colony (LANC) | 0.1 | $593k | 7.6k | 78.08 | |
Deere & Company (DE) | 0.1 | $576k | 7.1k | 81.31 | |
Intuitive Surgical (ISRG) | 0.1 | $577k | 1.1k | 506.14 | |
Southern Company (SO) | 0.1 | $552k | 13k | 44.16 | |
HDFC Bank (HDB) | 0.1 | $615k | 17k | 36.29 | |
Whiting Petroleum Corporation | 0.1 | $611k | 13k | 46.11 | |
Mueller Water Products (MWA) | 0.1 | $596k | 86k | 6.92 | |
ManTech International Corporation | 0.1 | $610k | 23k | 26.16 | |
Raven Industries | 0.1 | $585k | 20k | 30.00 | |
Jack Henry & Associates (JKHY) | 0.1 | $552k | 12k | 47.18 | |
Tech Data Corporation | 0.1 | $628k | 13k | 47.15 | |
Cardtronics | 0.1 | $606k | 22k | 27.61 | |
Mitel Networks Corp | 0.1 | $551k | 144k | 3.84 | |
HudBay Minerals (HBM) | 0.1 | $603k | 91k | 6.60 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $553k | 12k | 45.72 | |
Universal American | 0.1 | $580k | 65k | 8.90 | |
Proshs Ultrashrt S&p500 Prosha etf | 0.1 | $579k | 14k | 40.88 | |
Textura | 0.1 | $592k | 23k | 26.04 | |
Berkshire Hathaway (BRK.B) | 0.1 | $530k | 4.7k | 112.10 | |
BioMarin Pharmaceutical (BMRN) | 0.1 | $515k | 9.2k | 55.83 | |
Solera Holdings | 0.1 | $490k | 8.8k | 55.68 | |
Molson Coors Brewing Company (TAP) | 0.1 | $535k | 11k | 47.87 | |
Steris Corporation | 0.1 | $526k | 12k | 42.94 | |
Laboratory Corp. of America Holdings | 0.1 | $477k | 4.8k | 100.21 | |
Red Hat | 0.1 | $480k | 10k | 47.88 | |
Berkshire Hathaway (BRK.A) | 0.1 | $506k | 3.00 | 168666.67 | |
Pepsi (PEP) | 0.1 | $509k | 6.2k | 81.87 | |
EOG Resources (EOG) | 0.1 | $467k | 3.5k | 131.92 | |
Kellogg Company (K) | 0.1 | $485k | 7.6k | 64.24 | |
Advance Auto Parts (AAP) | 0.1 | $517k | 6.4k | 81.25 | |
Grand Canyon Education (LOPE) | 0.1 | $503k | 16k | 32.24 | |
Ultimate Software | 0.1 | $491k | 4.2k | 117.46 | |
Kaiser Aluminum (KALU) | 0.1 | $532k | 8.6k | 62.04 | |
Tibco Software | 0.1 | $489k | 23k | 21.42 | |
Aspen Insurance Holdings | 0.1 | $546k | 15k | 37.14 | |
Silgan Holdings (SLGN) | 0.1 | $471k | 10k | 46.98 | |
Illumina (ILMN) | 0.1 | $476k | 6.4k | 74.96 | |
Allscripts Healthcare Solutions (MDRX) | 0.1 | $513k | 40k | 12.95 | |
Life Technologies | 0.1 | $531k | 7.2k | 74.01 | |
Altera Corporation | 0.1 | $500k | 15k | 33.00 | |
Benchmark Electronics (BHE) | 0.1 | $473k | 24k | 20.12 | |
Bottomline Technologies | 0.1 | $494k | 20k | 25.33 | |
EnPro Industries (NPO) | 0.1 | $498k | 9.8k | 50.82 | |
Teleflex Incorporated (TFX) | 0.1 | $510k | 6.6k | 77.57 | |
ARGO GROUP INTERNATIONAL Holdi Com Stk | 0.1 | $490k | 12k | 42.42 | |
NuVasive | 0.1 | $486k | 20k | 24.80 | |
Integra LifeSciences Holdings (IART) | 0.1 | $535k | 15k | 36.64 | |
Quality Systems | 0.1 | $529k | 28k | 18.74 | |
Approach Resources | 0.1 | $492k | 20k | 24.60 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $498k | 3.8k | 129.96 | |
Masimo Corporation (MASI) | 0.1 | $489k | 23k | 21.21 | |
Rydex S&P Equal Weight ETF | 0.1 | $478k | 7.8k | 61.28 | |
RealPage | 0.1 | $510k | 28k | 18.35 | |
Lance | 0.1 | $493k | 17k | 28.41 | |
Novadaq Technologies | 0.1 | $502k | 37k | 13.47 | |
Turkish Investment Fund | 0.1 | $479k | 30k | 15.91 | |
Interxion Holding | 0.1 | $494k | 19k | 26.14 | |
Fiesta Restaurant | 0.1 | $486k | 14k | 34.42 | |
Del Friscos Restaurant | 0.1 | $541k | 25k | 21.44 | |
Stratasys (SSYS) | 0.1 | $467k | 5.6k | 83.87 | |
Fleetmatics | 0.1 | $504k | 15k | 33.27 | |
Fairway Group Holdings | 0.1 | $516k | 21k | 24.19 | |
Spectra Energy | 0.1 | $418k | 12k | 34.50 | |
Ultratech | 0.1 | $440k | 12k | 36.73 | |
Energizer Holdings | 0.1 | $432k | 4.3k | 100.70 | |
BB&T Corporation | 0.1 | $426k | 13k | 33.93 | |
Ford Motor Company (F) | 0.1 | $422k | 27k | 15.49 | |
Clorox Company (CLX) | 0.1 | $427k | 5.1k | 83.32 | |
Big Lots (BIGGQ) | 0.1 | $431k | 14k | 31.60 | |
Orbital Sciences | 0.1 | $410k | 24k | 17.39 | |
Zimmer Holdings (ZBH) | 0.1 | $397k | 5.3k | 75.00 | |
Elizabeth Arden | 0.1 | $449k | 10k | 45.13 | |
Measurement Specialties | 0.1 | $406k | 8.7k | 46.53 | |
Mobile Mini | 0.1 | $419k | 13k | 33.23 | |
Polypore International | 0.1 | $386k | 9.6k | 40.36 | |
Myriad Genetics (MYGN) | 0.1 | $384k | 14k | 26.91 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $434k | 8.7k | 49.74 | |
F5 Networks (FFIV) | 0.1 | $385k | 5.6k | 68.86 | |
Luminex Corporation | 0.1 | $380k | 18k | 20.65 | |
Volcano Corporation | 0.1 | $443k | 24k | 18.16 | |
Select Medical Holdings Corporation (SEM) | 0.1 | $420k | 51k | 8.21 | |
Spectranetics Corporation | 0.1 | $416k | 22k | 18.70 | |
MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) | 0.1 | $400k | 41k | 9.80 | |
Homeaway | 0.1 | $401k | 12k | 32.40 | |
Us Silica Hldgs (SLCA) | 0.1 | $384k | 19k | 20.81 | |
stock | 0.1 | $443k | 9.6k | 46.39 | |
Tesaro | 0.1 | $413k | 13k | 32.77 | |
Natural Grocers By Vitamin C (NGVC) | 0.1 | $433k | 14k | 31.03 | |
Rally Software Development | 0.1 | $461k | 19k | 24.84 | |
Home Depot (HD) | 0.0 | $337k | 4.4k | 77.47 | |
Baxter International (BAX) | 0.0 | $319k | 4.6k | 69.44 | |
Pfizer (PFE) | 0.0 | $341k | 12k | 28.04 | |
Cullen/Frost Bankers (CFR) | 0.0 | $336k | 5.0k | 66.87 | |
Edwards Lifesciences (EW) | 0.0 | $356k | 5.3k | 67.26 | |
T. Rowe Price (TROW) | 0.0 | $319k | 4.4k | 73.33 | |
Union Pacific Corporation (UNP) | 0.0 | $309k | 2.0k | 154.50 | |
ABM Industries (ABM) | 0.0 | $298k | 12k | 24.58 | |
Sigma-Aldrich Corporation | 0.0 | $328k | 4.1k | 80.59 | |
United Technologies Corporation | 0.0 | $371k | 4.0k | 93.17 | |
VCA Antech | 0.0 | $320k | 12k | 26.12 | |
Tupperware Brands Corporation | 0.0 | $295k | 3.8k | 77.84 | |
Gabelli Global Multimedia Trust (GGT) | 0.0 | $313k | 33k | 9.36 | |
Baldwin & Lyons | 0.0 | $345k | 14k | 24.30 | |
Verisk Analytics (VRSK) | 0.0 | $296k | 5.0k | 59.80 | |
Contango Oil & Gas Company | 0.0 | $364k | 11k | 33.80 | |
Techne Corporation | 0.0 | $339k | 4.9k | 69.18 | |
Amtrust Financial Services | 0.0 | $307k | 8.6k | 35.80 | |
Community Bank System (CBU) | 0.0 | $296k | 9.6k | 30.91 | |
G-III Apparel (GIII) | 0.0 | $298k | 6.2k | 48.18 | |
Navigators | 0.0 | $350k | 6.1k | 57.14 | |
Taseko Cad (TGB) | 0.0 | $373k | 198k | 1.88 | |
athenahealth | 0.0 | $346k | 4.1k | 84.91 | |
Headwaters Incorporated | 0.0 | $369k | 42k | 8.85 | |
Nice Systems (NICE) | 0.0 | $358k | 9.7k | 36.91 | |
NPS Pharmaceuticals | 0.0 | $352k | 23k | 15.11 | |
Rockwell Automation (ROK) | 0.0 | $367k | 4.4k | 83.20 | |
Genomic Health | 0.0 | $311k | 9.8k | 31.73 | |
Gen | 0.0 | $307k | 19k | 16.30 | |
Ihs | 0.0 | $372k | 3.6k | 104.49 | |
Woodward Governor Company (WWD) | 0.0 | $300k | 7.5k | 40.00 | |
K12 | 0.0 | $300k | 11k | 26.35 | |
Westport Innovations | 0.0 | $356k | 11k | 33.55 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $359k | 3.1k | 115.51 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $295k | 2.6k | 111.70 | |
LogMeIn | 0.0 | $300k | 12k | 24.49 | |
Qlik Technologies | 0.0 | $347k | 12k | 28.33 | |
Singapore Fund (SGF) | 0.0 | $375k | 29k | 12.95 | |
Taiwan Fund (TWN) | 0.0 | $378k | 23k | 16.25 | |
Beam | 0.0 | $352k | 5.6k | 63.14 | |
Abbvie (ABBV) | 0.0 | $327k | 7.9k | 41.34 | |
Smart Balance | 0.0 | $332k | 28k | 12.05 | |
BP (BP) | 0.0 | $288k | 6.9k | 41.76 | |
Ansys (ANSS) | 0.0 | $262k | 3.6k | 73.29 | |
Total System Services | 0.0 | $230k | 9.4k | 24.52 | |
Bank of America Corporation (BAC) | 0.0 | $248k | 19k | 12.91 | |
Abbott Laboratories (ABT) | 0.0 | $276k | 7.9k | 34.89 | |
Bristol Myers Squibb (BMY) | 0.0 | $246k | 5.5k | 44.84 | |
Avon Products | 0.0 | $211k | 10k | 21.05 | |
Cisco Systems (CSCO) | 0.0 | $227k | 9.3k | 24.39 | |
Coach | 0.0 | $237k | 4.1k | 57.33 | |
PetSmart | 0.0 | $217k | 3.2k | 67.29 | |
Ritchie Bros. Auctioneers Inco | 0.0 | $283k | 15k | 19.25 | |
Sherwin-Williams Company (SHW) | 0.0 | $288k | 1.6k | 177.12 | |
TETRA Technologies (TTI) | 0.0 | $252k | 25k | 10.29 | |
American Greetings Corporation | 0.0 | $223k | 12k | 18.28 | |
Allstate Corporation (ALL) | 0.0 | $259k | 5.4k | 48.12 | |
Target Corporation (TGT) | 0.0 | $271k | 3.9k | 69.01 | |
Weyerhaeuser Company (WY) | 0.0 | $220k | 7.7k | 28.60 | |
Danaher Corporation (DHR) | 0.0 | $281k | 4.4k | 63.52 | |
Hub (HUBG) | 0.0 | $277k | 7.6k | 36.45 | |
Landstar System (LSTR) | 0.0 | $264k | 5.1k | 51.51 | |
Mead Johnson Nutrition | 0.0 | $257k | 3.2k | 79.44 | |
Advanced Energy Industries (AEIS) | 0.0 | $234k | 13k | 17.45 | |
Perrigo Company | 0.0 | $216k | 1.8k | 121.35 | |
Brady Corporation (BRC) | 0.0 | $234k | 7.6k | 30.79 | |
Noble Corporation Com Stk | 0.0 | $226k | 6.0k | 37.67 | |
Northern Oil & Gas | 0.0 | $257k | 19k | 13.35 | |
Qiagen | 0.0 | $278k | 14k | 19.96 | |
Resolute Energy | 0.0 | $273k | 34k | 7.98 | |
Abb (ABBNY) | 0.0 | $216k | 10k | 21.60 | |
Neurocrine Biosciences (NBIX) | 0.0 | $294k | 22k | 13.39 | |
Veeco Instruments (VECO) | 0.0 | $290k | 8.2k | 35.52 | |
Washington Trust Ban (WASH) | 0.0 | $254k | 8.9k | 28.54 | |
Weis Markets (WMK) | 0.0 | $279k | 6.2k | 45.22 | |
Kaydon Corporation | 0.0 | $232k | 8.4k | 27.65 | |
Bio-Reference Laboratories | 0.0 | $219k | 7.6k | 28.82 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $257k | 2.8k | 90.94 | |
LMP Capital and Income Fund (SCD) | 0.0 | $255k | 17k | 15.47 | |
Triangle Capital Corporation | 0.0 | $216k | 7.8k | 27.63 | |
Macquarie Global Infr Total Rtrn Fnd | 0.0 | $283k | 14k | 20.45 | |
Cavium | 0.0 | $292k | 8.2k | 35.47 | |
Ubiquiti Networks | 0.0 | $264k | 15k | 17.60 | |
Proofpoint | 0.0 | $271k | 11k | 24.32 | |
Kcap Financial | 0.0 | $248k | 22k | 11.27 | |
Pentair | 0.0 | $290k | 5.0k | 57.88 | |
Caterpillar (CAT) | 0.0 | $205k | 2.5k | 82.56 | |
Reynolds American | 0.0 | $202k | 4.2k | 48.51 | |
Uti Worldwide | 0.0 | $202k | 12k | 16.49 | |
McKesson Corporation (MCK) | 0.0 | $203k | 1.8k | 114.56 | |
Amgen (AMGN) | 0.0 | $203k | 2.1k | 98.93 | |
Telefonica (TEF) | 0.0 | $138k | 138k | 1.00 | |
Clean Energy Fuels (CLNE) | 0.0 | $164k | 12k | 13.23 | |
Key Energy Services | 0.0 | $150k | 25k | 5.97 | |
Morningstar (MORN) | 0.0 | $206k | 2.7k | 77.74 | |
Sonus Networks | 0.0 | $196k | 65k | 3.02 | |
Weatherford International Lt reg | 0.0 | $137k | 10k | 13.70 | |
Bryn Mawr Bank | 0.0 | $206k | 8.6k | 24.02 | |
Mistras (MG) | 0.0 | $179k | 10k | 17.59 | |
Arcos Dorados Holdings (ARCO) | 0.0 | $172k | 15k | 11.70 | |
BGC Partners | 0.0 | $65k | 11k | 5.91 | |
Galena Biopharma | 0.0 | $89k | 40k | 2.22 | |
Tellabs | 0.0 | $28k | 14k | 2.00 | |
Intel Corp sdcv | 0.0 | $12k | 11k | 1.09 | |
Synovus Financial | 0.0 | $39k | 13k | 2.95 | |
Rambus Inc Del note 5.000% 6/1 | 0.0 | $22k | 21k | 1.05 | |
Gabelli Hlthcare & Wellness right 07/17/2013 | 0.0 | $6.9k | 41k | 0.17 |