Financial Advantage as of Sept. 30, 2013
Portfolio Holdings for Financial Advantage
Financial Advantage holds 225 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Gold Trust (GLD) | 11.0 | $13M | 99k | 128.18 | |
Plum Creek Timber | 7.6 | $8.8M | 188k | 46.83 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 7.2 | $8.3M | 109k | 76.28 | |
Kinder Morgan Management | 6.4 | $7.5M | 100k | 74.96 | |
HCC Insurance Holdings | 6.4 | $7.4M | 170k | 43.82 | |
4.9 | $5.7M | 6.5k | 875.96 | ||
3M Company (MMM) | 4.9 | $5.7M | 48k | 119.41 | |
Cisco Systems (CSCO) | 4.6 | $5.3M | 226k | 23.43 | |
Apache Corp Com Stk | 4.4 | $5.1M | 60k | 85.14 | |
Teva Pharmaceutical Industries (TEVA) | 4.1 | $4.7M | 125k | 37.78 | |
Duke Energy Corporation | 3.8 | $4.4M | 65k | 66.77 | |
Merck & Co (MRK) | 3.8 | $4.4M | 91k | 47.60 | |
Northrop Grumman Corporation (NOC) | 3.4 | $4.0M | 42k | 95.26 | |
Time Warner | 3.3 | $3.9M | 59k | 65.82 | |
Lazard Ltd-cl A shs a | 3.3 | $3.8M | 105k | 36.02 | |
Southern Company (SO) | 3.1 | $3.6M | 88k | 41.18 | |
TJX Companies (TJX) | 3.0 | $3.5M | 62k | 56.38 | |
Coach | 2.7 | $3.1M | 57k | 54.54 | |
Devon Energy Corporation (DVN) | 1.9 | $2.2M | 38k | 57.75 | |
SPDR S&P Biotech (XBI) | 1.5 | $1.7M | 13k | 129.13 | |
UnitedHealth (UNH) | 0.8 | $924k | 13k | 71.61 | |
Exxon Mobil Corporation (XOM) | 0.7 | $754k | 8.8k | 86.06 | |
At&t (T) | 0.4 | $502k | 15k | 33.82 | |
Coca-Cola Company (KO) | 0.4 | $478k | 13k | 37.85 | |
McCormick & Company, Incorporated (MKC.V) | 0.3 | $354k | 5.5k | 64.92 | |
Apple Computer | 0.3 | $358k | 750.00 | 477.33 | |
iShares Gold Trust | 0.3 | $312k | 24k | 12.87 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $300k | 4.6k | 64.63 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $242k | 3.0k | 79.61 | |
Central Gold-Trust | 0.2 | $219k | 4.7k | 46.22 | |
Verizon Communications (VZ) | 0.2 | $205k | 4.4k | 46.58 | |
MICROS Systems | 0.2 | $201k | 4.0k | 49.90 | |
Eagle Ban (EGBN) | 0.2 | $185k | 6.5k | 28.29 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $191k | 12k | 15.44 | |
Caterpillar (CAT) | 0.1 | $179k | 2.2k | 83.26 | |
General Electric Company | 0.1 | $160k | 6.7k | 23.93 | |
T. Rowe Price (TROW) | 0.1 | $158k | 2.2k | 72.08 | |
International Business Machines (IBM) | 0.1 | $165k | 893.00 | 184.77 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $164k | 2.0k | 83.67 | |
Microsoft Corporation (MSFT) | 0.1 | $139k | 4.2k | 33.29 | |
Berkshire Hath-cl B | 0.1 | $134k | 1.2k | 113.27 | |
Johnson & Johnson (JNJ) | 0.1 | $127k | 1.5k | 86.99 | |
Nextera Energy (NEE) | 0.1 | $127k | 1.6k | 80.43 | |
Templeton Global Income Fund | 0.1 | $128k | 15k | 8.36 | |
United Technologies Corporation | 0.1 | $113k | 1.1k | 107.62 | |
Walt Disney Company (DIS) | 0.1 | $101k | 1.6k | 64.50 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $109k | 1.4k | 80.74 | |
Procter & Gamble Company (PG) | 0.1 | $98k | 1.3k | 75.38 | |
D American Elec Pwr In C Com Stk Common Stock 0 | 0.1 | $91k | 2.1k | 43.33 | |
Intuitive Surgical (ISRG) | 0.1 | $81k | 215.00 | 376.74 | |
Royal Dutch Shell | 0.1 | $77k | 1.2k | 66.09 | |
Corporate Office Properties Trust (CDP) | 0.1 | $85k | 3.7k | 22.97 | |
BECTON DICKINSON & CO Com Stk | 0.1 | $80k | 800.00 | 100.00 | |
CSX Corporation (CSX) | 0.1 | $64k | 2.5k | 25.61 | |
Qualcomm (QCOM) | 0.1 | $70k | 1.0k | 66.99 | |
Exponent (EXPO) | 0.1 | $68k | 948.00 | 71.73 | |
Amazon | 0.1 | $67k | 215.00 | 311.63 | |
Aberdeen Asia Pacific Incom | 0.1 | $66k | 11k | 6.09 | |
Hubbell Incorporated | 0.1 | $57k | 600.00 | 95.00 | |
Boulder Total Return Fund | 0.1 | $59k | 2.7k | 21.85 | |
Abbvie (ABBV) | 0.1 | $54k | 1.2k | 45.00 | |
E.I. du Pont de Nemours & Company | 0.0 | $42k | 710.00 | 59.15 | |
Abbott Laboratories | 0.0 | $43k | 1.3k | 33.33 | |
Visa (V) | 0.0 | $42k | 220.00 | 190.91 | |
American Express | 0.0 | $51k | 680.00 | 75.00 | |
Northwest Bancshares (NWBI) | 0.0 | $52k | 3.9k | 13.21 | |
Baidu.com | 0.0 | $50k | 325.00 | 153.85 | |
BANK NEW YORK MELLON Corp Com Stk | 0.0 | $47k | 1.6k | 30.32 | |
EQT Corporation (EQT) | 0.0 | $49k | 550.00 | 89.09 | |
iShares Lehman MBS Bond Fund (MBB) | 0.0 | $51k | 480.00 | 106.25 | |
Tortoise Energy Infrastructure | 0.0 | $46k | 1.0k | 46.00 | |
Blackrock Health Sciences Trust (BME) | 0.0 | $47k | 1.5k | 32.41 | |
Bb&t Corp | 0.0 | $47k | 1.4k | 33.57 | |
0.0 | $50k | 1.0k | 50.00 | ||
Comcast Corporation (CMCSA) | 0.0 | $40k | 876.00 | 45.66 | |
PNC Financial Services (PNC) | 0.0 | $36k | 493.00 | 73.02 | |
Dominion Resources (D) | 0.0 | $33k | 530.00 | 62.26 | |
United Parcel Service (UPS) | 0.0 | $37k | 407.00 | 90.91 | |
Intel Corporation (INTC) | 0.0 | $33k | 1.5k | 22.70 | |
Harley-Davidson (HOG) | 0.0 | $32k | 500.00 | 64.00 | |
International Flavors & Fragrances (IFF) | 0.0 | $33k | 400.00 | 82.50 | |
Vodafone | 0.0 | $37k | 1.1k | 34.97 | |
Ford Motor Company (F) | 0.0 | $39k | 2.3k | 16.69 | |
Bp Plc-spons | 0.0 | $35k | 824.00 | 42.48 | |
Netflix (NFLX) | 0.0 | $31k | 100.00 | 310.00 | |
Toyota Motor Corporation (TM) | 0.0 | $38k | 300.00 | 126.67 | |
Royal Gold (RGLD) | 0.0 | $39k | 800.00 | 48.75 | |
Kinder Morgan Energy Partners | 0.0 | $32k | 400.00 | 80.00 | |
Corning Incorporated (GLW) | 0.0 | $20k | 1.4k | 14.29 | |
SEI Investments Company (SEIC) | 0.0 | $19k | 600.00 | 31.67 | |
Chevron Corporation (CVX) | 0.0 | $22k | 178.00 | 123.60 | |
Bristol Myers Squibb (BMY) | 0.0 | $21k | 450.00 | 46.67 | |
Fidelity National Financial | 0.0 | $19k | 700.00 | 27.14 | |
Altria (MO) | 0.0 | $24k | 700.00 | 34.29 | |
ConocoPhillips (COP) | 0.0 | $22k | 310.00 | 70.97 | |
Pepsi (PEP) | 0.0 | $21k | 260.00 | 80.77 | |
Philip Morris International (PM) | 0.0 | $21k | 243.00 | 86.42 | |
Aflac | 0.0 | $20k | 323.00 | 61.92 | |
Prudential Financial (PRU) | 0.0 | $18k | 230.00 | 78.26 | |
Under Armour (UAA) | 0.0 | $21k | 270.00 | 77.78 | |
Pepco Holdings | 0.0 | $21k | 1.2k | 18.26 | |
Myriad Genetics (MYGN) | 0.0 | $19k | 800.00 | 23.75 | |
Enerplus Corp | 0.0 | $20k | 1.2k | 16.67 | |
Annaly C | 0.0 | $19k | 1.6k | 11.59 | |
Mondelez Int (MDLZ) | 0.0 | $20k | 650.00 | 30.77 | |
Tenet Healthcare Corporation (THC) | 0.0 | $20k | 495.00 | 40.40 | |
Wts/the Pnc Financial Services Grp wts | 0.0 | $8.0k | 500.00 | 16.00 | |
Canadian Natl Ry (CNI) | 0.0 | $10k | 100.00 | 100.00 | |
Costco Wholesale Corporation (COST) | 0.0 | $6.0k | 52.00 | 115.38 | |
FedEx Corporation (FDX) | 0.0 | $11k | 100.00 | 110.00 | |
McDonald's Corporation (MCD) | 0.0 | $10k | 100.00 | 100.00 | |
Via | 0.0 | $16k | 193.00 | 82.90 | |
Pfizer (PFE) | 0.0 | $12k | 433.00 | 27.71 | |
Norfolk Southern (NSC) | 0.0 | $11k | 139.00 | 79.14 | |
CBS Corporation | 0.0 | $11k | 193.00 | 56.99 | |
Brookfield Asset Management | 0.0 | $11k | 300.00 | 36.67 | |
DENTSPLY International | 0.0 | $9.0k | 200.00 | 45.00 | |
Harsco Corporation (NVRI) | 0.0 | $10k | 400.00 | 25.00 | |
Hillenbrand (HI) | 0.0 | $8.0k | 300.00 | 26.67 | |
Hubbell Incorporated | 0.0 | $9.0k | 82.00 | 109.76 | |
Newmont Mining Corporation (NEM) | 0.0 | $6.0k | 200.00 | 30.00 | |
Teradata Corporation (TDC) | 0.0 | $12k | 210.00 | 57.14 | |
Dow Chemical Company | 0.0 | $11k | 280.00 | 39.29 | |
Pier 1 Imports | 0.0 | $10k | 500.00 | 20.00 | |
Lockheed Martin Corporation (LMT) | 0.0 | $10k | 81.00 | 123.46 | |
Nike (NKE) | 0.0 | $6.0k | 80.00 | 75.00 | |
Exelon Corporation (EXC) | 0.0 | $16k | 543.00 | 29.47 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $10k | 300.00 | 33.33 | |
EMC Corporation | 0.0 | $9.0k | 350.00 | 25.71 | |
Markel Corporation (MKL) | 0.0 | $6.0k | 12.00 | 500.00 | |
Standard Pacific | 0.0 | $16k | 2.0k | 8.00 | |
Linn Energy | 0.0 | $16k | 600.00 | 26.67 | |
Pioneer Natural Resources | 0.0 | $10k | 52.00 | 192.31 | |
Rite Aid Corporation | 0.0 | $7.0k | 1.5k | 4.67 | |
Newpark Resources (NR) | 0.0 | $6.0k | 500.00 | 12.00 | |
Fulton Financial (FULT) | 0.0 | $9.0k | 800.00 | 11.25 | |
Home Properties | 0.0 | $9.0k | 150.00 | 60.00 | |
UIL Holdings Corporation | 0.0 | $7.0k | 200.00 | 35.00 | |
Celgene Corporation | 0.0 | $15k | 100.00 | 150.00 | |
Energy Transfer Partners | 0.0 | $14k | 260.00 | 53.85 | |
Erie Indemnity Company (ERIE) | 0.0 | $7.0k | 103.00 | 67.96 | |
Targacept | 0.0 | $8.0k | 1.6k | 5.00 | |
Federal Realty Inv. Trust | 0.0 | $13k | 124.00 | 104.84 | |
Market Vectors Gold Miners ETF | 0.0 | $16k | 637.00 | 25.12 | |
Pioneer Southwest Energy Partners | 0.0 | $9.0k | 200.00 | 45.00 | |
Anadarko Pete Corp | 0.0 | $9.0k | 100.00 | 90.00 | |
Westport Innovations | 0.0 | $10k | 425.00 | 23.53 | |
Wts Wells Fargo & Co. | 0.0 | $7.0k | 500.00 | 14.00 | |
Silver Wheaton Corp | 0.0 | $9.0k | 350.00 | 25.71 | |
Flaherty & Crumrine Pref. Income (PFD) | 0.0 | $9.0k | 700.00 | 12.86 | |
Aware (AWRE) | 0.0 | $8.0k | 1.5k | 5.33 | |
Ligand Pharmaceuticals In (LGND) | 0.0 | $6.0k | 150.00 | 40.00 | |
Lance | 0.0 | $14k | 500.00 | 28.00 | |
Franco-Nevada Corporation (FNV) | 0.0 | $10k | 225.00 | 44.44 | |
Hartford Finl Svcs Wt Exp 0626 wt | 0.0 | $11k | 500.00 | 22.00 | |
Putnam Municipal Opportunities Trust (PMO) | 0.0 | $7.0k | 667.00 | 10.49 | |
Walker & Dunlop (WD) | 0.0 | $6.0k | 350.00 | 17.14 | |
Berkley W R Corp | 0.0 | $14k | 327.00 | 42.81 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $15k | 1.7k | 8.82 | |
Proshares Tr sht kbw regbnk | 0.0 | $10k | 300.00 | 33.33 | |
Zillow | 0.0 | $13k | 150.00 | 86.67 | |
Express Scripts Holding | 0.0 | $7.0k | 116.00 | 60.34 | |
Phillips 66 (PSX) | 0.0 | $9.0k | 155.00 | 58.06 | |
Kinder Morgan Inc/delaware Wts | 0.0 | $15k | 3.0k | 5.00 | |
Kraft Foods | 0.0 | $11k | 216.00 | 50.93 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $3.0k | 40.00 | 75.00 | |
Northeast Utilities System | 0.0 | $3.0k | 78.00 | 38.46 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $5.0k | 100.00 | 50.00 | |
Blackstone | 0.0 | $4.0k | 175.00 | 22.86 | |
Wal-Mart Stores (WMT) | 0.0 | $2.0k | 25.00 | 80.00 | |
Home Depot (HD) | 0.0 | $2.0k | 25.00 | 80.00 | |
Campbell Soup Company (CPB) | 0.0 | $5.0k | 135.00 | 37.04 | |
CenturyLink | 0.0 | $4.0k | 126.00 | 31.75 | |
West Marine | 0.0 | $1.0k | 60.00 | 16.67 | |
GlaxoSmithKline | 0.0 | $1.0k | 20.00 | 50.00 | |
Royal Dutch Shell | 0.0 | $1.0k | 20.00 | 50.00 | |
PT Telekomunikasi Indonesia (TLK) | 0.0 | $0 | 11.00 | 0.00 | |
LSI Corporation | 0.0 | $0 | 58.00 | 0.00 | |
Boeing | 0.0 | $999.960000 | 12.00 | 83.33 | |
Starbucks Corporation (SBUX) | 0.0 | $1.0k | 10.00 | 100.00 | |
Whole Foods Market | 0.0 | $1.0k | 20.00 | 50.00 | |
Brookfield Infrastructure Part (BIP) | 0.0 | $0 | 12.00 | 0.00 | |
Syntroleum Corporation | 0.0 | $0 | 40.00 | 0.00 | |
Frontier Communications | 0.0 | $3.0k | 656.00 | 4.57 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $3.0k | 50.00 | 60.00 | |
Chesapeake Energy Corporation | 0.0 | $2.0k | 77.00 | 25.97 | |
J.M. Smucker Company (SJM) | 0.0 | $3.0k | 32.00 | 93.75 | |
Marathon Oil Corporation (MRO) | 0.0 | $3.0k | 99.00 | 30.30 | |
Yahoo! | 0.0 | $5.0k | 157.00 | 31.85 | |
Activision Blizzard | 0.0 | $999.990000 | 41.00 | 24.39 | |
Medifast (MED) | 0.0 | $5.0k | 180.00 | 27.78 | |
Infinera (INFN) | 0.0 | $999.600000 | 85.00 | 11.76 | |
Sirius XM Radio | 0.0 | $999.540000 | 162.00 | 6.17 | |
Vocus | 0.0 | $1.0k | 100.00 | 10.00 | |
Silver Standard Res | 0.0 | $3.0k | 500.00 | 6.00 | |
United States Steel Corporation (X) | 0.0 | $0 | 2.00 | 0.00 | |
National Fuel Gas (NFG) | 0.0 | $2.0k | 35.00 | 57.14 | |
Eldorado Gold Corp | 0.0 | $1.0k | 200.00 | 5.00 | |
New Gold Inc Cda (NGD) | 0.0 | $1.0k | 100.00 | 10.00 | |
Alcatel-lucent | 0.0 | $0 | 97.00 | 0.00 | |
Bridgepoint Education | 0.0 | $0 | 20.00 | 0.00 | |
Yamana Gold | 0.0 | $5.0k | 500.00 | 10.00 | |
Rubicon Minerals Corp | 0.0 | $2.0k | 1.2k | 1.67 | |
Jpmorgan Chase & Co. w exp 10/201 | 0.0 | $3.0k | 200.00 | 15.00 | |
Myrexis (MYRX) | 0.0 | $0 | 200.00 | 0.00 | |
Retail Opportunity Investments (ROIC) | 0.0 | $1.0k | 49.00 | 20.41 | |
KKR & Co | 0.0 | $1.0k | 25.00 | 40.00 | |
Retail Opportunity Invts Cor *w exp 10/23/201 | 0.0 | $999.000000 | 300.00 | 3.33 | |
Tianyin Pharmaceutical | 0.0 | $1.0k | 1.0k | 1.00 | |
ETFS Physical Platinum Shares | 0.0 | $5.0k | 40.00 | 125.00 | |
First Majestic Silver Corp (AG) | 0.0 | $2.0k | 200.00 | 10.00 | |
Ashland | 0.0 | $1.0k | 16.00 | 62.50 | |
Huntington Ingalls Inds (HII) | 0.0 | $2.0k | 29.00 | 68.97 | |
Tahoe Resources | 0.0 | $4.0k | 200.00 | 20.00 | |
Marathon Petroleum Corp (MPC) | 0.0 | $5.0k | 75.00 | 66.67 | |
Firsthand Tech Value (SVVC) | 0.0 | $5.0k | 191.00 | 26.18 | |
Cifc Corp not on list | 0.0 | $2.0k | 230.00 | 8.70 | |
Silvercrest Mines Inc F | 0.0 | $999.000000 | 300.00 | 3.33 | |
Seanergy Maritime Hldgs Corp | 0.0 | $0 | 266.00 | 0.00 | |
Hillshire Brands | 0.0 | $2.0k | 80.00 | 25.00 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.0 | $2.0k | 100.00 | 20.00 | |
Sandstorm Gold (SAND) | 0.0 | $2.0k | 400.00 | 5.00 | |
Sprott Phys Platinum & Palladi (SPPP) | 0.0 | $4.0k | 450.00 | 8.89 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $999.960000 | 26.00 | 38.46 | |
Brookfield Ppty Partners L P unit ltd partn | 0.0 | $0 | 17.00 | 0.00 |