Donald Shewmaker as of Dec. 31, 2011
Portfolio Holdings for Donald Shewmaker
Donald Shewmaker holds 222 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 6.5 | $34M | 1.2M | 27.56 | |
| International Business Machines (IBM) | 3.6 | $19M | 102k | 183.88 | |
| Exxon Mobil Corporation (XOM) | 3.3 | $17M | 199k | 84.76 | |
| Chevron Corporation (CVX) | 3.0 | $16M | 147k | 106.40 | |
| Johnson & Johnson (JNJ) | 2.5 | $13M | 193k | 65.58 | |
| Apple Computer | 2.5 | $13M | 31k | 405.00 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.4 | $12M | 78k | 159.48 | |
| McDonald's Corporation (MCD) | 2.3 | $12M | 117k | 100.33 | |
| Procter & Gamble Company (PG) | 2.1 | $11M | 165k | 66.71 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.7 | $8.9M | 130k | 68.30 | |
| Intel Corporation (INTC) | 1.6 | $8.2M | 337k | 24.25 | |
| Philip Morris International (PM) | 1.5 | $7.7M | 98k | 78.48 | |
| Rydex S&P Equal Weight ETF | 1.5 | $7.5M | 163k | 46.28 | |
| General Electric Company | 1.4 | $7.3M | 407k | 17.91 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 1.4 | $7.2M | 182k | 39.65 | |
| Pepsi (PEP) | 1.4 | $7.1M | 107k | 66.35 | |
| Microsoft Corporation (MSFT) | 1.3 | $6.6M | 254k | 25.96 | |
| Abbott Laboratories | 1.1 | $5.9M | 106k | 56.23 | |
| United Technologies Corporation | 1.1 | $5.4M | 74k | 73.10 | |
| Coca-Cola Company (KO) | 1.0 | $5.4M | 77k | 69.96 | |
| Kimberly-Clark Corporation (KMB) | 1.0 | $5.2M | 71k | 73.56 | |
| Schlumberger (SLB) | 1.0 | $5.2M | 77k | 68.31 | |
| 1.0 | $5.1M | 8.0k | 645.90 | ||
| 3M Company (MMM) | 1.0 | $5.1M | 62k | 81.73 | |
| At&t (T) | 0.9 | $4.9M | 161k | 30.24 | |
| Oracle Corporation (ORCL) | 0.9 | $4.8M | 187k | 25.65 | |
| Consolidated Edison (ED) | 0.9 | $4.7M | 76k | 62.03 | |
| Pfizer (PFE) | 0.9 | $4.6M | 214k | 21.64 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.8 | $4.0M | 104k | 37.94 | |
| Verizon Communications (VZ) | 0.8 | $4.0M | 99k | 40.12 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.8 | $4.0M | 53k | 74.48 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.7 | $3.8M | 103k | 36.79 | |
| EMC Corporation | 0.7 | $3.8M | 177k | 21.54 | |
| Stryker Corporation (SYK) | 0.7 | $3.8M | 76k | 49.71 | |
| General Dynamics Corporation (GD) | 0.7 | $3.8M | 57k | 66.41 | |
| SVB Financial (SIVBQ) | 0.7 | $3.7M | 78k | 47.69 | |
| ConocoPhillips (COP) | 0.7 | $3.7M | 51k | 72.87 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.7 | $3.7M | 38k | 98.73 | |
| D Automatic Data Proce Ssing Inc Common Stock 0 | 0.7 | $3.6M | 67k | 54.03 | |
| Cisco Systems (CSCO) | 0.7 | $3.6M | 197k | 18.08 | |
| Walt Disney Company (DIS) | 0.7 | $3.5M | 94k | 37.50 | |
| Qualcomm (QCOM) | 0.7 | $3.5M | 64k | 54.70 | |
| FedEx Corporation (FDX) | 0.7 | $3.4M | 41k | 83.51 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.4M | 101k | 33.25 | |
| Colgate-Palmolive Company (CL) | 0.7 | $3.4M | 36k | 92.37 | |
| Cnooc | 0.6 | $3.3M | 19k | 174.66 | |
| W.W. Grainger (GWW) | 0.6 | $3.3M | 17k | 187.22 | |
| Wal-Mart Stores (WMT) | 0.6 | $3.2M | 54k | 59.75 | |
| Coach | 0.6 | $3.2M | 52k | 61.04 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $3.1M | 25k | 125.49 | |
| PPG Industries (PPG) | 0.6 | $3.1M | 37k | 83.49 | |
| Altria (MO) | 0.6 | $3.1M | 106k | 29.65 | |
| Southern Company (SO) | 0.6 | $3.1M | 67k | 46.29 | |
| Emerson Electric (EMR) | 0.6 | $3.0M | 65k | 46.60 | |
| Honeywell International (HON) | 0.6 | $3.0M | 55k | 54.34 | |
| Toyota Motor Corporation (TM) | 0.6 | $3.0M | 45k | 66.13 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.6 | $2.8M | 58k | 49.54 | |
| Royal Dutch Shell | 0.5 | $2.8M | 38k | 73.09 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.5 | $2.8M | 78k | 35.62 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $2.8M | 43k | 64.31 | |
| Nike (NKE) | 0.5 | $2.7M | 28k | 96.36 | |
| Hewlett-Packard Company | 0.5 | $2.7M | 103k | 25.76 | |
| Merck & Co (MRK) | 0.5 | $2.6M | 69k | 37.72 | |
| Petroleo Brasileiro SA (PBR) | 0.5 | $2.5M | 101k | 24.85 | |
| General Mills (GIS) | 0.5 | $2.5M | 62k | 40.41 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $2.5M | 65k | 38.21 | |
| Caterpillar (CAT) | 0.5 | $2.4M | 26k | 90.59 | |
| Kraft Foods | 0.4 | $2.2M | 60k | 37.36 | |
| Yum! Brands (YUM) | 0.4 | $2.2M | 37k | 59.01 | |
| Visa (V) | 0.4 | $2.2M | 22k | 101.51 | |
| BRE Properties | 0.4 | $2.2M | 44k | 50.48 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $2.2M | 61k | 36.17 | |
| Goldman Sachs (GS) | 0.4 | $2.2M | 24k | 90.42 | |
| Berkshire Hath-cl B | 0.4 | $2.1M | 28k | 76.29 | |
| Aflac | 0.4 | $2.0M | 47k | 43.25 | |
| Amgen | 0.4 | $2.0M | 31k | 64.21 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.9M | 23k | 83.34 | |
| Total (TTE) | 0.4 | $1.9M | 38k | 51.11 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.4 | $1.9M | 50k | 38.93 | |
| Stericycle (SRCL) | 0.3 | $1.8M | 23k | 77.94 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.7M | 42k | 41.56 | |
| Danaher Corporation (DHR) | 0.3 | $1.7M | 37k | 47.04 | |
| PowerShares QQQ Trust, Series 1 | 0.3 | $1.7M | 31k | 55.82 | |
| Anadarko Pete Corp | 0.3 | $1.8M | 23k | 76.35 | |
| E.I. du Pont de Nemours & Company | 0.3 | $1.7M | 37k | 45.77 | |
| Medtronic | 0.3 | $1.7M | 43k | 38.24 | |
| Amazon | 0.3 | $1.6M | 9.3k | 173.11 | |
| Vale (VALE) | 0.3 | $1.6M | 72k | 21.45 | |
| China Mobile | 0.3 | $1.5M | 32k | 48.48 | |
| Tiffany & Co. | 0.3 | $1.5M | 23k | 66.28 | |
| L-3 Communications Holdings | 0.3 | $1.5M | 23k | 66.67 | |
| Bristol Myers Squibb (BMY) | 0.3 | $1.5M | 43k | 35.22 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.5M | 52k | 28.27 | |
| Nextera Energy (NEE) | 0.3 | $1.5M | 25k | 60.89 | |
| Walgreen Company | 0.3 | $1.5M | 45k | 33.07 | |
| Medco Health Solutions | 0.3 | $1.4M | 26k | 55.89 | |
| Union Pacific Corporation (UNP) | 0.3 | $1.5M | 14k | 106.01 | |
| NiSource (NI) | 0.3 | $1.4M | 60k | 23.81 | |
| Baxter Intl Inc Com Stk | 0.3 | $1.4M | 29k | 49.49 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.3 | $1.4M | 20k | 69.78 | |
| Travelers Companies (TRV) | 0.3 | $1.4M | 23k | 59.15 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.3 | $1.3M | 17k | 77.58 | |
| Target Corporation (TGT) | 0.2 | $1.2M | 24k | 51.23 | |
| Hershey Company (HSY) | 0.2 | $1.2M | 20k | 61.81 | |
| Quest Diagnostics Incorporated (DGX) | 0.2 | $1.2M | 21k | 58.07 | |
| ABERCROMBIE & FITCH CO Cl A Com Stk | 0.2 | $1.2M | 25k | 48.83 | |
| Utilities SPDR (XLU) | 0.2 | $1.2M | 34k | 35.97 | |
| T. Rowe Price (TROW) | 0.2 | $1.2M | 21k | 56.93 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $1.2M | 18k | 64.33 | |
| SYSCO Corporation (SYY) | 0.2 | $1.1M | 38k | 29.32 | |
| WellPoint | 0.2 | $1.2M | 18k | 66.26 | |
| Tor Dom Bk Cad (TD) | 0.2 | $1.1M | 15k | 74.85 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $1.1M | 15k | 76.00 | |
| Bhp Billitltd-sp | 0.2 | $1.1M | 16k | 70.62 | |
| Dow Chemical Company | 0.2 | $1.1M | 37k | 28.76 | |
| CBS Corporation | 0.2 | $1.0M | 38k | 27.13 | |
| Lowe's Companies (LOW) | 0.2 | $1.0M | 41k | 25.37 | |
| Precision Castparts | 0.2 | $1.0M | 6.2k | 164.74 | |
| New Oriental Education & Tech | 0.2 | $1.0M | 42k | 24.06 | |
| V.F. Corporation (VFC) | 0.2 | $967k | 7.6k | 126.93 | |
| Potash Corp. Of Saskatchewan I | 0.2 | $953k | 23k | 41.28 | |
| Vodafone | 0.2 | $960k | 34k | 28.02 | |
| Boeing | 0.2 | $984k | 13k | 73.36 | |
| Henry Schein (HSIC) | 0.2 | $989k | 15k | 64.41 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $980k | 13k | 73.79 | |
| iShares MSCI Canada Index (EWC) | 0.2 | $992k | 37k | 26.61 | |
| Teva Pharmaceutical Industries (TEVA) | 0.2 | $934k | 23k | 40.37 | |
| Berkshire Hathaway Inc-cl A cl a 0 | 0.2 | $919k | 8.00 | 114833.33 | |
| Omni (OMC) | 0.2 | $913k | 21k | 44.56 | |
| iShares S&P 100 Index (OEF) | 0.2 | $908k | 16k | 57.00 | |
| Apache Corp Com Stk | 0.2 | $900k | 9.9k | 90.60 | |
| Limoneira Company (LMNR) | 0.2 | $812k | 48k | 16.92 | |
| Biogen Idec (BIIB) | 0.1 | $765k | 7.0k | 110.07 | |
| SPDR Gold Trust (GLD) | 0.1 | $758k | 5.0k | 151.96 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $760k | 23k | 32.51 | |
| Comcast Corporation (CMCSA) | 0.1 | $725k | 31k | 23.70 | |
| Clorox Company (CLX) | 0.1 | $711k | 11k | 66.52 | |
| American Express | 0.1 | $710k | 15k | 47.19 | |
| America Movil Sab De Cv spon adr l | 0.1 | $667k | 30k | 22.59 | |
| Expeditors International of Washington (EXPD) | 0.1 | $691k | 17k | 40.98 | |
| Exelon Corporation (EXC) | 0.1 | $681k | 16k | 43.33 | |
| Gilead Sciences (GILD) | 0.1 | $651k | 16k | 40.91 | |
| priceline.com Incorporated | 0.1 | $655k | 1.4k | 467.86 | |
| Bemis | 0.1 | $677k | 23k | 30.09 | |
| Novartis (NVS) | 0.1 | $623k | 11k | 57.17 | |
| Pacific Capital Bancorp | 0.1 | $603k | 21k | 28.21 | |
| Deere & Company (DE) | 0.1 | $542k | 7.0k | 77.37 | |
| Fiserv (FI) | 0.1 | $557k | 9.5k | 58.66 | |
| PNC Financial Services (PNC) | 0.1 | $516k | 9.0k | 57.61 | |
| Whole Foods Market | 0.1 | $521k | 7.5k | 69.62 | |
| EOG Resources (EOG) | 0.1 | $495k | 5.0k | 98.62 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $499k | 9.1k | 54.67 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $523k | 6.3k | 83.48 | |
| Chubb Corporation | 0.1 | $466k | 6.7k | 69.17 | |
| Raytheon Company | 0.1 | $479k | 9.9k | 48.39 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $441k | 4.7k | 93.60 | |
| BECTON DICKINSON & CO Com Stk | 0.1 | $450k | 6.0k | 74.71 | |
| Technology SPDR (XLK) | 0.1 | $489k | 18k | 26.67 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.1 | $480k | 8.6k | 56.11 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $415k | 32k | 12.90 | |
| ConAgra Foods (CAG) | 0.1 | $417k | 16k | 26.32 | |
| H.J. Heinz Company | 0.1 | $426k | 7.9k | 53.93 | |
| Celgene Corporation | 0.1 | $415k | 6.1k | 67.65 | |
| Baidu.com | 0.1 | $396k | 3.4k | 116.47 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $429k | 8.0k | 53.71 | |
| Air Prod & Chem | 0.1 | $420k | 4.9k | 85.10 | |
| Bb&t Corp | 0.1 | $423k | 17k | 25.18 | |
| Market Vectors Etf Tr pharmaceutical | 0.1 | $414k | 5.7k | 72.64 | |
| CSX Corporation (CSX) | 0.1 | $364k | 17k | 21.04 | |
| Dominion Resources (D) | 0.1 | $367k | 6.9k | 53.08 | |
| Cummins (CMI) | 0.1 | $357k | 4.1k | 88.00 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $360k | 4.5k | 80.90 | |
| iShares S&P 500 Index (IVV) | 0.1 | $353k | 2.8k | 125.85 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $382k | 6.6k | 57.67 | |
| Autodesk Inc Com Stk | 0.1 | $381k | 13k | 30.36 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $368k | 3.3k | 110.34 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $363k | 5.4k | 67.53 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $343k | 3.5k | 98.42 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $361k | 5.5k | 65.64 | |
| Allstate Corp | 0.1 | $349k | 13k | 27.38 | |
| Western Union Company (WU) | 0.1 | $325k | 18k | 18.38 | |
| Home Depot (HD) | 0.1 | $307k | 7.3k | 42.18 | |
| Genuine Parts Company (GPC) | 0.1 | $319k | 5.2k | 61.25 | |
| Fluor Corporation (FLR) | 0.1 | $291k | 5.8k | 50.20 | |
| Illinois Tool Works (ITW) | 0.1 | $312k | 6.7k | 46.79 | |
| Sempra Energy (SRE) | 0.1 | $322k | 5.8k | 55.07 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $307k | 4.4k | 69.15 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $311k | 5.4k | 57.93 | |
| iShares S&P Global Energy Sector (IXC) | 0.1 | $331k | 8.7k | 38.03 | |
| Bk Of America Corp | 0.1 | $293k | 53k | 5.58 | |
| Bed Bath & Beyond | 0.1 | $296k | 5.2k | 57.39 | |
| Boswell J G Co Bwel (BWEL) | 0.1 | $332k | 478.00 | 694.56 | |
| Loews Corporation (L) | 0.1 | $271k | 7.2k | 37.64 | |
| U.S. Bancorp (USB) | 0.1 | $281k | 10k | 27.10 | |
| Nasdaq Omx (NDAQ) | 0.1 | $243k | 9.9k | 24.50 | |
| Health Care SPDR (XLV) | 0.1 | $232k | 6.7k | 34.73 | |
| Duke Energy Corporation | 0.1 | $243k | 11k | 21.96 | |
| Nordstrom (JWN) | 0.1 | $250k | 5.0k | 50.00 | |
| Ross Stores (ROST) | 0.1 | $282k | 5.9k | 47.47 | |
| Yum! Brands (YUM) | 0.1 | $234k | 4.0k | 59.02 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $240k | 8.3k | 29.12 | |
| UnitedHealth (UNH) | 0.1 | $253k | 5.0k | 50.64 | |
| Pos (PKX) | 0.1 | $246k | 3.0k | 82.00 | |
| Market Vectors Gold Miners ETF | 0.1 | $235k | 4.6k | 51.48 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $265k | 2.3k | 113.73 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $283k | 2.7k | 105.40 | |
| D American Elec Pwr In C Com Stk Common Stock 0 | 0.1 | $243k | 5.9k | 41.29 | |
| BlackRock | 0.0 | $231k | 1.3k | 177.94 | |
| Cardinal Health (CAH) | 0.0 | $226k | 5.6k | 40.65 | |
| Transocean (RIG) | 0.0 | $200k | 5.2k | 38.32 | |
| eBay (EBAY) | 0.0 | $219k | 7.2k | 30.33 | |
| Telefonica (TEF) | 0.0 | $204k | 12k | 17.17 | |
| Williams Companies (WMB) | 0.0 | $203k | 6.2k | 33.01 | |
| Zimmer Holdings (ZBH) | 0.0 | $212k | 4.0k | 53.24 | |
| Baker Hughes | 0.0 | $209k | 4.3k | 48.54 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $229k | 9.4k | 24.43 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $209k | 1.7k | 121.87 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $228k | 5.9k | 38.94 | |
| Barclays Bk Plc s^p 500 veqtor | 0.0 | $202k | 1.6k | 126.25 | |
| Nokia Corporation (NOK) | 0.0 | $148k | 31k | 4.83 | |
| Quantum Corporation | 0.0 | $77k | 32k | 2.41 | |
| Channel Technology Inc cds c | 0.0 | $18k | 39k | 0.46 |
