Endurance Wealth Management as of June 30, 2016
Portfolio Holdings for Endurance Wealth Management
Endurance Wealth Management holds 503 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Kinder Morgan (KMI) | 5.5 | $30M | 1.6M | 18.78 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 4.2 | $22M | 209k | 106.09 | |
Qualcomm (QCOM) | 4.1 | $22M | 408k | 53.56 | |
iShares MSCI EAFE Index Fund (EFA) | 3.5 | $19M | 280k | 66.67 | |
Comcast Corporation (CMCSA) | 2.5 | $13M | 201k | 65.19 | |
Exxon Mobil Corporation (XOM) | 2.2 | $12M | 118k | 100.00 | |
Universal Display Corporation (OLED) | 2.2 | $12M | 171k | 68.18 | |
Big Lots (BIGGQ) | 2.1 | $11M | 220k | 50.00 | |
Home Depot (HD) | 2.0 | $11M | 82k | 127.69 | |
Mettler-Toledo International (MTD) | 1.9 | $10M | 28k | 364.94 | |
Thermo Fisher Scientific (TMO) | 1.8 | $9.6M | 65k | 147.77 | |
Vanguard S&p 500 Etf idx (VOO) | 1.8 | $9.4M | 52k | 181.82 | |
CVS Caremark Corporation (CVS) | 1.7 | $9.0M | 94k | 95.74 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $9.0M | 144k | 62.14 | |
Stag Industrial (STAG) | 1.7 | $9.0M | 373k | 24.00 | |
General Electric Company | 1.6 | $8.8M | 280k | 31.38 | |
Apple (AAPL) | 1.5 | $8.1M | 85k | 95.24 | |
Edwards Lifesciences (EW) | 1.5 | $8.1M | 81k | 100.00 | |
Akamai Technologies (AKAM) | 1.5 | $8.1M | 147k | 55.00 | |
Oracle Corporation (ORCL) | 1.5 | $7.9M | 194k | 40.93 | |
Huntington Bancshares Incorporated (HBAN) | 1.4 | $7.4M | 830k | 8.95 | |
Pfizer (PFE) | 1.4 | $7.4M | 199k | 37.38 | |
Danaher Corporation (DHR) | 1.4 | $7.3M | 73k | 101.00 | |
Occidental Petroleum Corporation (OXY) | 1.4 | $7.3M | 96k | 76.00 | |
Bank of America Corporation (BAC) | 1.4 | $7.2M | 538k | 13.33 | |
H&R Block (HRB) | 1.4 | $7.2M | 312k | 23.00 | |
Independent Bank (INDB) | 1.3 | $7.1M | 156k | 45.70 | |
Pepsi (PEP) | 1.3 | $6.8M | 64k | 105.95 | |
Abbvie (ABBV) | 1.3 | $6.7M | 110k | 61.60 | |
Schlumberger (SLB) | 1.2 | $6.6M | 84k | 79.08 | |
Allergan | 1.2 | $6.5M | 28k | 230.00 | |
Dominion Mid Stream | 1.2 | $6.2M | 219k | 28.09 | |
Church & Dwight (CHD) | 1.1 | $6.0M | 58k | 102.89 | |
Wells Fargo & Company (WFC) | 1.0 | $5.5M | 116k | 47.33 | |
Mondelez Int (MDLZ) | 1.0 | $5.5M | 137k | 40.00 | |
Vanguard Health Care ETF (VHT) | 1.0 | $5.4M | 41k | 130.49 | |
Johnson & Johnson (JNJ) | 1.0 | $5.1M | 43k | 119.40 | |
Weyerhaeuser Company (WY) | 0.9 | $5.1M | 149k | 34.09 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.9 | $5.0M | 44k | 113.93 | |
Nextera Energy (NEE) | 0.9 | $4.7M | 36k | 130.39 | |
Cisco Systems (CSCO) | 0.8 | $4.5M | 159k | 28.00 | |
Hasbro (HAS) | 0.8 | $4.4M | 52k | 84.00 | |
Nxp Semiconductors N V (NXPI) | 0.7 | $3.9M | 51k | 77.50 | |
Teva Pharmaceutical Industries (TEVA) | 0.7 | $3.8M | 75k | 50.23 | |
Alphabet Inc Class A cs (GOOGL) | 0.7 | $3.7M | 5.2k | 703.60 | |
Gilead Sciences (GILD) | 0.6 | $3.2M | 39k | 83.43 | |
Colgate-Palmolive Company (CL) | 0.6 | $3.2M | 46k | 70.00 | |
Procter & Gamble Company (PG) | 0.6 | $3.2M | 40k | 80.00 | |
Vanguard Mid-Cap ETF (VO) | 0.6 | $3.1M | 25k | 123.64 | |
Eqt Midstream Partners | 0.6 | $3.1M | 39k | 80.31 | |
Advance Auto Parts (AAP) | 0.5 | $2.8M | 17k | 161.63 | |
Walgreen Boots Alliance (WBA) | 0.5 | $2.7M | 33k | 83.27 | |
Vanguard European ETF (VGK) | 0.5 | $2.7M | 58k | 46.66 | |
Ingersoll-rand Co Ltd-cl A | 0.5 | $2.6M | 42k | 62.50 | |
EMC Corporation | 0.5 | $2.6M | 94k | 27.17 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $2.4M | 18k | 137.50 | |
Denbury Resources | 0.5 | $2.5M | 681k | 3.60 | |
Anadarko Petroleum Corporation | 0.5 | $2.4M | 45k | 53.25 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.4 | $2.4M | 70k | 33.42 | |
Eaton (ETN) | 0.4 | $2.3M | 38k | 60.00 | |
Devon Energy Corporation (DVN) | 0.4 | $2.2M | 62k | 36.25 | |
TJX Companies (TJX) | 0.4 | $2.1M | 26k | 80.00 | |
Verizon Communications (VZ) | 0.4 | $2.0M | 36k | 55.84 | |
Washington Trust Ban (WASH) | 0.4 | $2.0M | 53k | 37.92 | |
Plains All American Pipeline (PAA) | 0.4 | $2.0M | 72k | 27.49 | |
iShares S&P Europe 350 Index (IEV) | 0.4 | $2.0M | 52k | 37.80 | |
Aramark Hldgs (ARMK) | 0.4 | $2.0M | 58k | 34.00 | |
Walt Disney Company (DIS) | 0.3 | $1.8M | 23k | 80.00 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $1.8M | 16k | 115.69 | |
Magellan Midstream Partners | 0.3 | $1.8M | 24k | 76.02 | |
Sensata Technologies Hldg Bv | 0.3 | $1.7M | 49k | 35.00 | |
ProShares Short 20+ Year Treasury ETF (TBF) | 0.3 | $1.7M | 80k | 21.05 | |
PowerShares QQQ Trust, Series 1 | 0.3 | $1.6M | 15k | 107.57 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.3 | $1.6M | 54k | 30.78 | |
AllianceBernstein Holding (AB) | 0.3 | $1.6M | 67k | 23.31 | |
Microsoft Corporation (MSFT) | 0.3 | $1.5M | 30k | 51.16 | |
United Technologies Corporation | 0.3 | $1.5M | 15k | 98.04 | |
Visa (V) | 0.3 | $1.5M | 20k | 74.16 | |
Canadian Natl Ry (CNI) | 0.3 | $1.4M | 24k | 60.00 | |
Intel Corporation (INTC) | 0.3 | $1.4M | 42k | 33.33 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $1.4M | 41k | 33.33 | |
Range Resources (RRC) | 0.3 | $1.4M | 32k | 43.16 | |
Jacobs Engineering | 0.3 | $1.4M | 28k | 50.00 | |
Ecolab (ECL) | 0.2 | $1.3M | 11k | 118.57 | |
Philip Morris International (PM) | 0.2 | $1.3M | 13k | 101.68 | |
Goldman Sachs (GS) | 0.2 | $1.3M | 8.4k | 148.56 | |
Gramercy Ppty Tr | 0.2 | $1.3M | 138k | 9.22 | |
Union Pacific Corporation (UNP) | 0.2 | $1.2M | 15k | 85.00 | |
Biogen Idec (BIIB) | 0.2 | $1.2M | 5.0k | 241.80 | |
Energy Select Sector SPDR (XLE) | 0.2 | $1.1M | 16k | 68.57 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $1.1M | 10k | 106.36 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.1M | 6.7k | 157.01 | |
At&t (T) | 0.2 | $1.1M | 25k | 43.20 | |
Altria (MO) | 0.2 | $1.0M | 15k | 68.96 | |
Monsanto Company | 0.2 | $989k | 9.6k | 103.43 | |
Berkshire Hathaway (BRK.B) | 0.2 | $977k | 6.6k | 147.83 | |
Chevron Corporation (CVX) | 0.2 | $974k | 9.3k | 104.88 | |
PPG Industries (PPG) | 0.2 | $962k | 9.2k | 104.18 | |
Financial Select Sector SPDR (XLF) | 0.2 | $951k | 47k | 20.41 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $983k | 1.4k | 692.25 | |
Nielsen Hldgs Plc Shs Eur | 0.2 | $912k | 17k | 53.33 | |
Hanesbrands (HBI) | 0.2 | $863k | 34k | 25.13 | |
Target Corporation (TGT) | 0.2 | $848k | 12k | 69.79 | |
State Street Corporation (STT) | 0.1 | $772k | 14k | 53.93 | |
Quanta Services (PWR) | 0.1 | $802k | 36k | 22.50 | |
Enbridge Energy Partners | 0.1 | $732k | 32k | 23.20 | |
Manulife Finl Corp (MFC) | 0.1 | $670k | 49k | 13.67 | |
Snap-on Incorporated (SNA) | 0.1 | $663k | 4.2k | 157.86 | |
Berkshire Hathaway (BRK.A) | 0.1 | $651k | 3.00 | 217000.00 | |
Royal Dutch Shell | 0.1 | $622k | 11k | 55.26 | |
EOG Resources (EOG) | 0.1 | $614k | 7.4k | 83.45 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $580k | 2.7k | 212.50 | |
International Business Machines (IBM) | 0.1 | $602k | 3.8k | 160.00 | |
Citigroup (C) | 0.1 | $578k | 14k | 42.39 | |
Caterpillar (CAT) | 0.1 | $511k | 6.4k | 80.00 | |
Health Care SPDR (XLV) | 0.1 | $519k | 7.2k | 71.67 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $525k | 6.1k | 86.07 | |
Merck & Co (MRK) | 0.1 | $524k | 9.1k | 57.63 | |
Universal Health Realty Income Trust (UHT) | 0.1 | $530k | 9.3k | 57.14 | |
Coca-Cola Company (KO) | 0.1 | $502k | 12k | 43.80 | |
Enterprise Products Partners (EPD) | 0.1 | $483k | 17k | 29.27 | |
PowerShares Fin. Preferred Port. | 0.1 | $431k | 22k | 19.20 | |
3M Company (MMM) | 0.1 | $394k | 2.3k | 175.11 | |
Automatic Data Processing (ADP) | 0.1 | $385k | 4.2k | 91.91 | |
Dover Corporation (DOV) | 0.1 | $380k | 5.5k | 69.29 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.1 | $346k | 8.8k | 39.20 | |
MSCI Europe Financials Sector Index Fund (EUFN) | 0.1 | $352k | 23k | 15.68 | |
Duke Energy (DUK) | 0.1 | $369k | 4.3k | 85.73 | |
Plains Gp Hldgs L P shs a rep ltpn | 0.1 | $394k | 38k | 10.43 | |
Eli Lilly & Co. (LLY) | 0.1 | $321k | 4.1k | 78.77 | |
iShares S&P 500 Index (IVV) | 0.1 | $319k | 1.6k | 200.00 | |
Industrial SPDR (XLI) | 0.1 | $295k | 5.3k | 56.09 | |
Brookline Ban (BRKL) | 0.1 | $308k | 28k | 11.03 | |
Technology SPDR (XLK) | 0.1 | $304k | 7.0k | 43.39 | |
Barclays Bank Plc 8.125% Non C p | 0.1 | $305k | 12k | 25.85 | |
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.1 | $298k | 2.6k | 113.22 | |
General Dynamics Corporation (GD) | 0.1 | $245k | 1.9k | 132.08 | |
Chipotle Mexican Grill (CMG) | 0.1 | $242k | 600.00 | 403.33 | |
Utilities SPDR (XLU) | 0.1 | $253k | 4.8k | 52.49 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $243k | 2.9k | 85.20 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $292k | 2.8k | 105.45 | |
Facebook Inc cl a (META) | 0.1 | $283k | 2.5k | 114.11 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.1 | $245k | 7.7k | 31.72 | |
Proshares Invt Grade Etf etf/closed end (IGHG) | 0.1 | $246k | 3.4k | 72.40 | |
CMS Energy Corporation (CMS) | 0.0 | $229k | 5.0k | 45.80 | |
Consolidated Edison (ED) | 0.0 | $201k | 2.5k | 80.40 | |
Copart (CPRT) | 0.0 | $217k | 4.6k | 47.27 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $188k | 2.0k | 95.97 | |
Laboratory Corp. of America Holdings | 0.0 | $195k | 1.5k | 130.00 | |
Emerson Electric (EMR) | 0.0 | $221k | 4.2k | 52.07 | |
Amgen (AMGN) | 0.0 | $190k | 1.2k | 152.37 | |
Baidu (BIDU) | 0.0 | $186k | 1.1k | 165.33 | |
Edison International (EIX) | 0.0 | $233k | 3.0k | 77.67 | |
Middleby Corporation (MIDD) | 0.0 | $229k | 2.0k | 115.02 | |
TC Pipelines | 0.0 | $194k | 3.5k | 56.00 | |
St. Jude Medical | 0.0 | $187k | 2.4k | 77.92 | |
Superior Energy Services | 0.0 | $236k | 13k | 18.41 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $200k | 3.6k | 55.16 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $216k | 2.8k | 78.06 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $216k | 5.4k | 39.93 | |
Palo Alto Networks (PANW) | 0.0 | $213k | 1.8k | 120.00 | |
Kraft Heinz (KHC) | 0.0 | $223k | 3.6k | 62.50 | |
Cerner Corporation | 0.0 | $140k | 2.4k | 58.77 | |
SYSCO Corporation (SYY) | 0.0 | $142k | 2.8k | 50.71 | |
Raytheon Company | 0.0 | $135k | 993.00 | 135.95 | |
ConocoPhillips (COP) | 0.0 | $158k | 3.6k | 43.65 | |
General Mills (GIS) | 0.0 | $157k | 2.2k | 71.36 | |
Intuitive Surgical (ISRG) | 0.0 | $165k | 250.00 | 660.00 | |
Parker-Hannifin Corporation (PH) | 0.0 | $178k | 1.7k | 107.75 | |
J.M. Smucker Company (SJM) | 0.0 | $155k | 1.0k | 152.71 | |
Zimmer Holdings (ZBH) | 0.0 | $153k | 1.3k | 120.00 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $154k | 600.00 | 256.67 | |
Eaton Vance | 0.0 | $156k | 4.4k | 35.42 | |
DTE Energy Company (DTE) | 0.0 | $169k | 1.7k | 99.12 | |
Bk Nova Cad (BNS) | 0.0 | $149k | 3.0k | 48.98 | |
Middlesex Water Company (MSEX) | 0.0 | $174k | 4.0k | 43.50 | |
American Water Works (AWK) | 0.0 | $177k | 2.1k | 84.29 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $170k | 623.00 | 272.87 | |
Motorola Solutions (MSI) | 0.0 | $166k | 2.5k | 66.16 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $165k | 1.4k | 122.22 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $177k | 1.4k | 128.35 | |
Barclays Bank | 0.0 | $154k | 6.0k | 25.67 | |
Vanguard Industrials ETF (VIS) | 0.0 | $183k | 1.7k | 106.40 | |
Medtronic (MDT) | 0.0 | $173k | 2.0k | 86.72 | |
Eversource Energy (ES) | 0.0 | $165k | 2.8k | 59.91 | |
BP (BP) | 0.0 | $83k | 2.3k | 35.33 | |
Time Warner | 0.0 | $81k | 1.2k | 70.00 | |
American Express Company (AXP) | 0.0 | $117k | 1.9k | 60.78 | |
McDonald's Corporation (MCD) | 0.0 | $89k | 745.00 | 120.00 | |
Wal-Mart Stores (WMT) | 0.0 | $98k | 1.3k | 73.13 | |
Bed Bath & Beyond | 0.0 | $124k | 3.1k | 40.00 | |
NVIDIA Corporation (NVDA) | 0.0 | $99k | 2.1k | 47.14 | |
Nucor Corporation (NUE) | 0.0 | $97k | 2.0k | 49.36 | |
Travelers Companies (TRV) | 0.0 | $128k | 1.1k | 119.07 | |
C.R. Bard | 0.0 | $118k | 500.00 | 236.00 | |
Waters Corporation (WAT) | 0.0 | $129k | 920.00 | 140.22 | |
CenturyLink | 0.0 | $132k | 4.6k | 29.01 | |
Novartis (NVS) | 0.0 | $98k | 1.2k | 82.70 | |
Capital One Financial (COF) | 0.0 | $113k | 1.9k | 60.00 | |
Deere & Company (DE) | 0.0 | $116k | 1.4k | 81.18 | |
Praxair | 0.0 | $106k | 941.00 | 112.65 | |
Buckeye Partners | 0.0 | $127k | 1.8k | 70.56 | |
Starbucks Corporation (SBUX) | 0.0 | $103k | 1.8k | 57.22 | |
Lowe's Companies (LOW) | 0.0 | $111k | 1.4k | 79.29 | |
Public Service Enterprise (PEG) | 0.0 | $119k | 2.6k | 46.67 | |
Paccar (PCAR) | 0.0 | $104k | 2.0k | 52.00 | |
Entergy Corporation (ETR) | 0.0 | $87k | 1.1k | 81.31 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $90k | 1.1k | 81.82 | |
Oneok Partners | 0.0 | $80k | 2.0k | 40.00 | |
Raymond James Financial (RJF) | 0.0 | $94k | 1.9k | 49.47 | |
Hanover Insurance (THG) | 0.0 | $85k | 1.0k | 85.00 | |
Materials SPDR (XLB) | 0.0 | $95k | 2.1k | 46.34 | |
BofI Holding | 0.0 | $129k | 7.3k | 17.71 | |
EQT Corporation (EQT) | 0.0 | $120k | 1.6k | 77.42 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $81k | 542.00 | 149.45 | |
iShares Dow Jones US Tele (IYZ) | 0.0 | $104k | 3.1k | 33.42 | |
3D Systems Corporation (DDD) | 0.0 | $82k | 6.0k | 13.61 | |
ROYAL BK SCOTLAND Group Plc sp adr pref t | 0.0 | $87k | 3.5k | 25.22 | |
SPDR S&P Dividend (SDY) | 0.0 | $104k | 1.2k | 84.21 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $129k | 1.1k | 117.27 | |
CoreSite Realty | 0.0 | $84k | 950.00 | 88.42 | |
Vanguard Consumer Staples ETF (VDC) | 0.0 | $100k | 710.00 | 140.85 | |
Invesco Insured Municipal Income Trust (IIM) | 0.0 | $132k | 7.5k | 17.69 | |
Fortune Brands (FBIN) | 0.0 | $104k | 1.8k | 57.78 | |
Express Scripts Holding | 0.0 | $133k | 1.7k | 80.00 | |
Phillips 66 (PSX) | 0.0 | $109k | 1.4k | 79.16 | |
Paypal Holdings (PYPL) | 0.0 | $80k | 2.2k | 36.53 | |
Chubb (CB) | 0.0 | $128k | 981.00 | 130.48 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $41k | 720.00 | 56.94 | |
Ansys (ANSS) | 0.0 | $37k | 405.00 | 91.36 | |
U.S. Bancorp (USB) | 0.0 | $74k | 1.8k | 40.37 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $42k | 1.1k | 38.71 | |
Discover Financial Services (DFS) | 0.0 | $38k | 700.00 | 54.29 | |
SEI Investments Company (SEIC) | 0.0 | $48k | 1.0k | 48.00 | |
Abbott Laboratories (ABT) | 0.0 | $30k | 758.00 | 39.58 | |
Dominion Resources (D) | 0.0 | $35k | 450.00 | 77.78 | |
Hologic (HOLX) | 0.0 | $32k | 924.00 | 34.63 | |
Noble Energy | 0.0 | $31k | 860.00 | 36.05 | |
Watsco, Incorporated (WSO) | 0.0 | $34k | 245.00 | 138.78 | |
Boeing Company (BA) | 0.0 | $43k | 330.00 | 130.30 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $75k | 1.0k | 75.00 | |
Rockwell Collins | 0.0 | $34k | 400.00 | 85.00 | |
Alcoa | 0.0 | $65k | 7.1k | 9.22 | |
Allstate Corporation (ALL) | 0.0 | $54k | 772.00 | 69.95 | |
Computer Sciences Corporation | 0.0 | $50k | 1.0k | 50.00 | |
GlaxoSmithKline | 0.0 | $44k | 1.0k | 43.61 | |
Halliburton Company (HAL) | 0.0 | $69k | 1.5k | 45.04 | |
UnitedHealth (UNH) | 0.0 | $38k | 272.00 | 139.71 | |
American Electric Power Company (AEP) | 0.0 | $46k | 656.00 | 70.12 | |
Ca | 0.0 | $60k | 1.8k | 32.99 | |
Ford Motor Company (F) | 0.0 | $41k | 3.3k | 12.42 | |
Canadian Natural Resources (CNQ) | 0.0 | $31k | 1.0k | 31.00 | |
Stericycle (SRCL) | 0.0 | $29k | 280.00 | 103.57 | |
Southern Company (SO) | 0.0 | $29k | 534.00 | 54.31 | |
Whole Foods Market | 0.0 | $32k | 1.0k | 32.00 | |
Toll Brothers (TOL) | 0.0 | $51k | 1.9k | 26.84 | |
AutoZone (AZO) | 0.0 | $40k | 50.00 | 800.00 | |
Omni (OMC) | 0.0 | $46k | 568.00 | 80.99 | |
Xcel Energy (XEL) | 0.0 | $67k | 1.5k | 44.67 | |
Fastenal Company (FAST) | 0.0 | $53k | 1.2k | 44.17 | |
Roper Industries (ROP) | 0.0 | $46k | 271.00 | 169.74 | |
Varian Medical Systems | 0.0 | $30k | 366.00 | 81.97 | |
Gra (GGG) | 0.0 | $47k | 600.00 | 78.33 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $78k | 961.00 | 81.17 | |
Amazon (AMZN) | 0.0 | $34k | 48.00 | 708.33 | |
SPDR Gold Trust (GLD) | 0.0 | $71k | 562.00 | 126.33 | |
iShares Russell 2000 Index (IWM) | 0.0 | $51k | 446.00 | 114.35 | |
iShares Russell 1000 Index (IWB) | 0.0 | $53k | 450.00 | 117.78 | |
Align Technology (ALGN) | 0.0 | $56k | 700.00 | 80.00 | |
MetLife (MET) | 0.0 | $74k | 1.9k | 39.66 | |
Martin Midstream Partners (MMLP) | 0.0 | $72k | 3.1k | 23.23 | |
UGI Corporation (UGI) | 0.0 | $68k | 1.5k | 45.33 | |
Unilever (UL) | 0.0 | $77k | 1.6k | 48.12 | |
Aqua America | 0.0 | $53k | 1.5k | 35.33 | |
Jack Henry & Associates (JKHY) | 0.0 | $42k | 481.00 | 87.32 | |
PriceSmart (PSMT) | 0.0 | $72k | 768.00 | 93.33 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $38k | 600.00 | 63.33 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $57k | 335.00 | 170.15 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $48k | 270.00 | 177.78 | |
Bank Of America Corporation preferred (BAC.PL) | 0.0 | $30k | 25.00 | 1200.00 | |
Thomson Reuters Corp | 0.0 | $28k | 700.00 | 40.00 | |
KAR Auction Services (KAR) | 0.0 | $33k | 800.00 | 41.25 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $41k | 480.00 | 85.42 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $52k | 610.00 | 85.25 | |
BLDRS Emerging Markets 50 ADR Index | 0.0 | $31k | 1.0k | 31.00 | |
Connecticut Water Service | 0.0 | $56k | 1.0k | 56.00 | |
Vanguard REIT ETF (VNQ) | 0.0 | $46k | 517.00 | 88.97 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $43k | 400.00 | 107.50 | |
Vanguard Telecommunication Services ETF (VOX) | 0.0 | $39k | 400.00 | 97.50 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.0 | $50k | 2.5k | 20.00 | |
Ishares High Dividend Equity F (HDV) | 0.0 | $53k | 640.00 | 82.81 | |
Flexshares Tr iboxx 3r targt (TDTT) | 0.0 | $50k | 2.0k | 25.00 | |
Ophthotech | 0.0 | $77k | 1.5k | 51.33 | |
Ishares Msci Germany | 0.0 | $34k | 850.00 | 40.00 | |
Sirius Xm Holdings (SIRI) | 0.0 | $40k | 10k | 3.98 | |
Allegion Plc equity (ALLE) | 0.0 | $30k | 433.00 | 69.28 | |
Graham Hldgs (GHC) | 0.0 | $73k | 149.00 | 489.93 | |
Karyopharm Therapeutics (KPTI) | 0.0 | $40k | 6.0k | 6.67 | |
Knowles (KN) | 0.0 | $44k | 3.2k | 13.57 | |
Coastway Ban | 0.0 | $31k | 2.5k | 12.40 | |
Hc2 Holdings | 0.0 | $43k | 10k | 4.30 | |
Alibaba Group Holding (BABA) | 0.0 | $71k | 890.00 | 79.78 | |
Cdk Global Inc equities | 0.0 | $76k | 1.4k | 55.64 | |
Lendingclub | 0.0 | $54k | 13k | 4.32 | |
Cable One (CABO) | 0.0 | $38k | 74.00 | 513.51 | |
Loews Corporation (L) | 0.0 | $12k | 280.00 | 42.86 | |
Barrick Gold Corp (GOLD) | 0.0 | $4.0k | 176.00 | 22.73 | |
Melco Crown Entertainment (MLCO) | 0.0 | $7.0k | 575.00 | 12.17 | |
ICICI Bank (IBN) | 0.0 | $9.0k | 1.3k | 7.20 | |
Corning Incorporated (GLW) | 0.0 | $1.0k | 53.00 | 18.87 | |
Annaly Capital Management | 0.0 | $19k | 1.7k | 11.18 | |
BlackRock (BLK) | 0.0 | $25k | 72.00 | 347.22 | |
Broadridge Financial Solutions (BR) | 0.0 | $7.0k | 100.00 | 70.00 | |
Progressive Corporation (PGR) | 0.0 | $3.0k | 100.00 | 30.00 | |
Starwood Property Trust (STWD) | 0.0 | $10k | 500.00 | 20.00 | |
Fidelity National Information Services (FIS) | 0.0 | $16k | 214.00 | 74.77 | |
PNC Financial Services (PNC) | 0.0 | $13k | 158.00 | 82.28 | |
Northern Trust Corporation (NTRS) | 0.0 | $20k | 300.00 | 66.67 | |
Blackstone | 0.0 | $8.0k | 345.00 | 23.19 | |
SLM Corporation (SLM) | 0.0 | $6.0k | 1.0k | 6.00 | |
CSX Corporation (CSX) | 0.0 | $17k | 650.00 | 26.15 | |
FedEx Corporation (FDX) | 0.0 | $2.0k | 16.00 | 125.00 | |
M&T Bank Corporation (MTB) | 0.0 | $16k | 137.00 | 114.29 | |
Waste Management (WM) | 0.0 | $8.0k | 125.00 | 64.00 | |
Via | 0.0 | $15k | 368.00 | 40.76 | |
Baxter International (BAX) | 0.0 | $22k | 481.00 | 45.74 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $10k | 30.00 | 333.33 | |
Norfolk Southern (NSC) | 0.0 | $21k | 250.00 | 84.00 | |
CBS Corporation | 0.0 | $11k | 211.00 | 52.13 | |
Bristol Myers Squibb (BMY) | 0.0 | $26k | 350.00 | 74.29 | |
United Parcel Service (UPS) | 0.0 | $13k | 125.00 | 104.00 | |
American Eagle Outfitters (AEO) | 0.0 | $18k | 1.1k | 16.36 | |
Apache Corporation | 0.0 | $8.0k | 150.00 | 53.33 | |
Cummins (CMI) | 0.0 | $17k | 151.00 | 112.58 | |
Digital Realty Trust (DLR) | 0.0 | $8.0k | 77.00 | 103.90 | |
Franklin Resources (BEN) | 0.0 | $18k | 525.00 | 34.29 | |
LKQ Corporation (LKQ) | 0.0 | $8.0k | 265.00 | 30.19 | |
NetApp (NTAP) | 0.0 | $5.0k | 200.00 | 25.00 | |
Newmont Mining Corporation (NEM) | 0.0 | $22k | 560.00 | 39.29 | |
Northrop Grumman Corporation (NOC) | 0.0 | $6.0k | 25.00 | 240.00 | |
Nuance Communications | 0.0 | $9.0k | 550.00 | 16.36 | |
Pitney Bowes (PBI) | 0.0 | $9.0k | 500.00 | 18.00 | |
Stanley Black & Decker (SWK) | 0.0 | $11k | 100.00 | 110.00 | |
Transocean (RIG) | 0.0 | $2.0k | 157.00 | 12.74 | |
AFLAC Incorporated (AFL) | 0.0 | $5.0k | 71.00 | 70.42 | |
Dow Chemical Company | 0.0 | $25k | 500.00 | 50.00 | |
Harley-Davidson (HOG) | 0.0 | $4.0k | 91.00 | 43.96 | |
Morgan Stanley (MS) | 0.0 | $16k | 600.00 | 26.67 | |
Newell Rubbermaid (NWL) | 0.0 | $22k | 458.00 | 48.03 | |
E.I. du Pont de Nemours & Company | 0.0 | $3.0k | 40.00 | 75.00 | |
Xilinx | 0.0 | $3.0k | 63.00 | 47.62 | |
Mohawk Industries (MHK) | 0.0 | $2.0k | 10.00 | 200.00 | |
National-Oilwell Var | 0.0 | $2.0k | 68.00 | 29.41 | |
Electronics For Imaging | 0.0 | $4.0k | 100.00 | 40.00 | |
Valero Energy Corporation (VLO) | 0.0 | $7.0k | 130.00 | 53.85 | |
Aetna | 0.0 | $23k | 192.00 | 119.79 | |
Air Products & Chemicals (APD) | 0.0 | $7.0k | 50.00 | 140.00 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $3.0k | 101.00 | 29.70 | |
Horace Mann Educators Corporation (HMN) | 0.0 | $17k | 500.00 | 34.00 | |
Arrow Electronics (ARW) | 0.0 | $12k | 200.00 | 60.00 | |
Baker Hughes Incorporated | 0.0 | $3.0k | 62.00 | 48.39 | |
eBay (EBAY) | 0.0 | $11k | 465.00 | 23.66 | |
Honda Motor (HMC) | 0.0 | $6.0k | 250.00 | 24.00 | |
Honeywell International (HON) | 0.0 | $6.0k | 50.00 | 120.00 | |
Sanofi-Aventis SA (SNY) | 0.0 | $12k | 283.00 | 42.40 | |
Stryker Corporation (SYK) | 0.0 | $26k | 221.00 | 117.65 | |
Unilever | 0.0 | $23k | 500.00 | 46.00 | |
Encana Corp | 0.0 | $4.0k | 450.00 | 8.89 | |
Exelon Corporation (EXC) | 0.0 | $2.0k | 62.00 | 32.26 | |
Staples | 0.0 | $0 | 1.00 | 0.00 | |
Shire | 0.0 | $14k | 76.00 | 184.21 | |
Illinois Tool Works (ITW) | 0.0 | $16k | 150.00 | 106.67 | |
Accenture (ACN) | 0.0 | $18k | 155.00 | 116.13 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $24k | 190.00 | 127.27 | |
Marriott International (MAR) | 0.0 | $22k | 325.00 | 67.69 | |
Valley National Ban (VLY) | 0.0 | $3.0k | 367.00 | 8.17 | |
W.R. Berkley Corporation (WRB) | 0.0 | $10k | 175.00 | 57.14 | |
Dr Pepper Snapple | 0.0 | $10k | 100.00 | 100.00 | |
Frontier Communications | 0.0 | $2.0k | 467.00 | 4.28 | |
Sempra Energy (SRE) | 0.0 | $2.0k | 20.00 | 100.00 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $16k | 179.00 | 89.39 | |
priceline.com Incorporated | 0.0 | $2.0k | 2.00 | 1000.00 | |
Constellation Brands (STZ) | 0.0 | $17k | 100.00 | 170.00 | |
Netflix (NFLX) | 0.0 | $7.0k | 75.00 | 93.33 | |
PICO Holdings | 0.0 | $2.0k | 200.00 | 10.00 | |
Delta Air Lines (DAL) | 0.0 | $3.0k | 75.00 | 40.00 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $2.0k | 145.00 | 13.79 | |
Rite Aid Corporation | 0.0 | $15k | 2.0k | 7.50 | |
Teekay Shipping Marshall Isl (TK) | 0.0 | $1.0k | 100.00 | 10.00 | |
Under Armour (UAA) | 0.0 | $9.0k | 218.00 | 41.28 | |
American Capital | 0.0 | $20k | 1.3k | 15.70 | |
Alere | 0.0 | $21k | 500.00 | 42.00 | |
Rogers Communications -cl B (RCI) | 0.0 | $24k | 600.00 | 40.00 | |
Seagate Technology Com Stk | 0.0 | $4.0k | 175.00 | 22.86 | |
Ship Finance Intl | 0.0 | $18k | 1.2k | 15.00 | |
StoneMor Partners | 0.0 | $4.0k | 175.00 | 22.86 | |
Ares Capital Corporation (ARCC) | 0.0 | $18k | 1.2k | 15.00 | |
Oshkosh Corporation (OSK) | 0.0 | $24k | 500.00 | 48.00 | |
BHP Billiton (BHP) | 0.0 | $8.0k | 270.00 | 29.63 | |
L-3 Communications Holdings | 0.0 | $11k | 75.00 | 146.67 | |
Banco Santander (SAN) | 0.0 | $998.760000 | 348.00 | 2.87 | |
Questar Corporation | 0.0 | $1.0k | 40.00 | 25.00 | |
Teekay Offshore Partners | 0.0 | $10k | 1.6k | 6.25 | |
Textron (TXT) | 0.0 | $22k | 600.00 | 36.67 | |
Applied Micro Circuits Corporation | 0.0 | $3.0k | 500.00 | 6.00 | |
BorgWarner (BWA) | 0.0 | $5.0k | 160.00 | 31.25 | |
Golden Star Cad | 0.0 | $1.0k | 2.0k | 0.50 | |
National Grid | 0.0 | $6.0k | 75.00 | 80.00 | |
Skyworks Solutions (SWKS) | 0.0 | $6.0k | 100.00 | 60.00 | |
Teekay Lng Partners | 0.0 | $10k | 900.00 | 11.11 | |
Nice Systems (NICE) | 0.0 | $13k | 200.00 | 65.00 | |
AZZ Incorporated (AZZ) | 0.0 | $9.0k | 150.00 | 60.00 | |
Southern Copper Corporation (SCCO) | 0.0 | $0 | 1.00 | 0.00 | |
Greenbrier Companies (GBX) | 0.0 | $6.0k | 200.00 | 30.00 | |
Hercules Technology Growth Capital (HTGC) | 0.0 | $2.0k | 200.00 | 10.00 | |
iShares Gold Trust | 0.0 | $7.0k | 583.00 | 12.01 | |
Central Fd Cda Ltd cl a | 0.0 | $14k | 1.0k | 14.00 | |
Dixie (DXYN) | 0.0 | $0 | 100.00 | 0.00 | |
Cu (CULP) | 0.0 | $3.0k | 100.00 | 30.00 | |
Boston Properties (BXP) | 0.0 | $18k | 140.00 | 128.57 | |
AECOM Technology Corporation (ACM) | 0.0 | $5.0k | 150.00 | 33.33 | |
American International (AIG) | 0.0 | $0 | 69k | 0.00 | |
CBL & Associates Properties | 0.0 | $4.0k | 425.00 | 9.41 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $20k | 162.00 | 123.46 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $2.0k | 21.00 | 95.24 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $6.0k | 86.00 | 69.77 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $11k | 68.00 | 161.76 | |
Oneok (OKE) | 0.0 | $14k | 300.00 | 46.67 | |
iShares Silver Trust (SLV) | 0.0 | $13k | 700.00 | 18.57 | |
Templeton Global Income Fund | 0.0 | $5.0k | 750.00 | 6.67 | |
Valeant Pharmaceuticals Int | 0.0 | $8.0k | 375.00 | 21.33 | |
Amarin Corporation (AMRN) | 0.0 | $9.0k | 4.0k | 2.25 | |
Xl Group | 0.0 | $3.0k | 104.00 | 28.85 | |
Verint Systems (VRNT) | 0.0 | $8.0k | 253.00 | 31.62 | |
iShares Dow Jones US Utilities (IDU) | 0.0 | $14k | 110.00 | 127.27 | |
Powershares DB Base Metals Fund | 0.0 | $3.0k | 200.00 | 15.00 | |
ROYAL BK SCOTLAND Group Plc spon adr f | 0.0 | $1.0k | 40.00 | 25.00 | |
PowerShares Water Resources | 0.0 | $1.0k | 60.00 | 16.67 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $12k | 350.00 | 34.29 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.0 | $19k | 1.8k | 10.56 | |
Eaton Vance Municipal Income Trust (EVN) | 0.0 | $11k | 767.00 | 14.34 | |
Hsbc Hldgs Plc adr a 1/40pf a | 0.0 | $26k | 1.0k | 26.00 | |
General Motors Company (GM) | 0.0 | $8.0k | 300.00 | 26.67 | |
Unifi (UFI) | 0.0 | $999.900000 | 33.00 | 30.30 | |
Safeguard Scientifics | 0.0 | $11k | 900.00 | 12.22 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $999.900000 | 30.00 | 33.33 | |
SPDR Barclays Capital High Yield B | 0.0 | $16k | 458.00 | 34.93 | |
SPDR S&P Emerging Markets (SPEM) | 0.0 | $7.0k | 125.00 | 56.00 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.0 | $23k | 201.00 | 114.43 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $13k | 130.00 | 100.00 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $3.0k | 100.00 | 30.00 | |
Barclays Bk Plc etn djubs copr37 (JJCTF) | 0.0 | $10k | 400.00 | 25.00 | |
Goldfield Corporation | 0.0 | $0 | 100.00 | 0.00 | |
Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $3.0k | 233.00 | 12.88 | |
Invesco Municipal Income Opp Trust (OIA) | 0.0 | $0 | 28.00 | 0.00 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $3.0k | 58.00 | 51.72 | |
American Intl Group | 0.0 | $0 | 201.00 | 0.00 | |
Sanofi Aventis Wi Conval Rt | 0.0 | $0 | 50.00 | 0.00 | |
Mosaic (MOS) | 0.0 | $8.0k | 300.00 | 26.67 | |
Marathon Petroleum Corp (MPC) | 0.0 | $4.0k | 104.00 | 38.46 | |
New Mountain Finance Corp (NMFC) | 0.0 | $3.0k | 250.00 | 12.00 | |
Ambient | 0.0 | $0 | 50.00 | 0.00 | |
Tripadvisor (TRIP) | 0.0 | $13k | 200.00 | 65.00 | |
Us Natural Gas Fd Etf | 0.0 | $999.740000 | 74.00 | 13.51 | |
Aon | 0.0 | $25k | 226.00 | 110.62 | |
Kinder Morgan Inc/delaware Wts | 0.0 | $6.4k | 320k | 0.02 | |
Dynegy | 0.0 | $0 | 3.00 | 0.00 | |
Dynegy Inc New Del *w exp 99/99/999 | 0.0 | $0 | 50.00 | 0.00 | |
Enanta Pharmaceuticals (ENTA) | 0.0 | $9.0k | 399.00 | 22.56 | |
Metropcs Communications (TMUS) | 0.0 | $4.0k | 100.00 | 40.00 | |
Cst Brands | 0.0 | $1.0k | 14.00 | 71.43 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $2.0k | 36.00 | 55.56 | |
Mallinckrodt Pub | 0.0 | $1.0k | 18.00 | 55.56 | |
News (NWSA) | 0.0 | $1.0k | 103.00 | 9.71 | |
Sprint | 0.0 | $4.0k | 785.00 | 5.10 | |
Rmg Networks Hldgs | 0.0 | $0 | 100.00 | 0.00 | |
Intercontinental Exchange (ICE) | 0.0 | $2.0k | 8.00 | 250.00 | |
Noble Corp Plc equity | 0.0 | $2.0k | 200.00 | 10.00 | |
American Airls (AAL) | 0.0 | $999.900000 | 22.00 | 45.45 | |
0.0 | $17k | 1.0k | 17.00 | ||
Perrigo Company (PRGO) | 0.0 | $5.0k | 56.00 | 89.29 | |
Navient Corporation equity (NAVI) | 0.0 | $12k | 1.0k | 12.00 | |
Time | 0.0 | $0 | 19.00 | 0.00 | |
Fnf (FNF) | 0.0 | $19k | 519.00 | 36.61 | |
Radius Health | 0.0 | $18k | 500.00 | 36.00 | |
Ishares Tr hdg msci germn (HEWG) | 0.0 | $13k | 590.00 | 22.03 | |
Dws Global High Income Fund | 0.0 | $2.0k | 265.00 | 7.55 | |
Halyard Health | 0.0 | $7.0k | 211.00 | 33.18 | |
Iron Mountain (IRM) | 0.0 | $13k | 321.00 | 40.50 | |
Williams Partners | 0.0 | $2.0k | 53.00 | 37.74 | |
Orbital Atk | 0.0 | $9.0k | 100.00 | 90.00 | |
Vistaoutdoor (VSTO) | 0.0 | $10k | 250.00 | 40.00 | |
Chemours (CC) | 0.0 | $0 | 8.00 | 0.00 | |
Xura | 0.0 | $10k | 390.00 | 25.64 | |
Pjt Partners (PJT) | 0.0 | $0 | 8.00 | 0.00 | |
Hp (HPQ) | 0.0 | $2.0k | 163.00 | 12.27 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $3.0k | 163.00 | 18.40 | |
Csra | 0.0 | $23k | 1.0k | 23.00 | |
Square Inc cl a (SQ) | 0.0 | $23k | 2.5k | 9.20 | |
Colony Starwood Homes | 0.0 | $3.0k | 100.00 | 30.00 | |
Broad | 0.0 | $0 | 1.00 | 0.00 | |
Under Armour Inc Cl C (UA) | 0.0 | $8.0k | 219.00 | 36.53 | |
California Res Corp | 0.0 | $1.0k | 43.00 | 23.26 |