Gofen & Glossberg as of Sept. 30, 2011
Portfolio Holdings for Gofen & Glossberg
Gofen & Glossberg holds 416 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
International Business Machines (IBM) | 5.1 | $67M | 385k | 174.87 | |
Procter & Gamble Company (PG) | 4.3 | $56M | 889k | 63.18 | |
Exxon Mobil Corporation (XOM) | 3.8 | $50M | 683k | 72.63 | |
Johnson & Johnson (JNJ) | 3.0 | $39M | 616k | 63.69 | |
McDonald's Corporation (MCD) | 2.9 | $38M | 438k | 87.82 | |
Qualcomm (QCOM) | 2.3 | $30M | 615k | 48.63 | |
Pepsi (PEP) | 2.1 | $28M | 456k | 61.90 | |
Microsoft Corporation (MSFT) | 2.1 | $27M | 1.1M | 24.89 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.9 | $25M | 452k | 55.16 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $25M | 814k | 30.12 | |
General Electric Company | 1.8 | $24M | 1.5M | 15.22 | |
American Express Company (AXP) | 1.8 | $23M | 512k | 44.90 | |
United Technologies Corporation | 1.7 | $22M | 314k | 70.36 | |
Schlumberger (SLB) | 1.7 | $22M | 365k | 59.73 | |
Teva Pharmaceutical Industries (TEVA) | 1.6 | $21M | 551k | 37.22 | |
Thermo Fisher Scientific (TMO) | 1.5 | $20M | 395k | 50.64 | |
Coca-Cola Company (KO) | 1.5 | $19M | 283k | 67.56 | |
Caterpillar (CAT) | 1.4 | $18M | 241k | 73.84 | |
Celgene Corporation | 1.3 | $17M | 276k | 61.91 | |
Chevron Corporation (CVX) | 1.2 | $16M | 176k | 92.59 | |
Walgreen Company | 1.2 | $15M | 466k | 32.89 | |
Abbott Laboratories (ABT) | 1.1 | $15M | 292k | 51.14 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $14M | 401k | 35.10 | |
Vodafone | 1.1 | $14M | 550k | 25.66 | |
iShares MSCI EAFE Index Fund (EFA) | 1.0 | $13M | 280k | 47.78 | |
Comcast Corporation | 0.9 | $12M | 591k | 20.72 | |
Novartis (NVS) | 0.9 | $12M | 217k | 55.77 | |
National Grid | 0.9 | $12M | 243k | 49.60 | |
Walt Disney Company (DIS) | 0.9 | $12M | 394k | 30.16 | |
Honeywell International (HON) | 0.8 | $11M | 251k | 43.91 | |
Cummins (CMI) | 0.8 | $11M | 130k | 81.66 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $10M | 91k | 113.15 | |
Starbucks Corporation (SBUX) | 0.8 | $10M | 276k | 37.29 | |
National-Oilwell Var | 0.8 | $10M | 194k | 51.22 | |
3M Company (MMM) | 0.7 | $9.7M | 134k | 71.79 | |
Philip Morris International (PM) | 0.7 | $9.7M | 156k | 62.38 | |
McCormick & Company, Incorporated (MKC) | 0.7 | $9.0M | 195k | 46.16 | |
Ecolab (ECL) | 0.7 | $8.8M | 180k | 48.89 | |
Colgate-Palmolive Company (CL) | 0.7 | $8.6M | 97k | 88.68 | |
0.7 | $8.5M | 17k | 515.05 | ||
At&t (T) | 0.6 | $8.4M | 296k | 28.52 | |
Allergan | 0.6 | $8.3M | 101k | 82.38 | |
Deere & Company (DE) | 0.6 | $8.3M | 128k | 64.57 | |
Southwestern Energy Company | 0.6 | $8.3M | 248k | 33.33 | |
Berkshire Hathaway (BRK.B) | 0.6 | $8.2M | 115k | 71.04 | |
Costco Wholesale Corporation (COST) | 0.6 | $7.9M | 96k | 82.13 | |
Gilead Sciences (GILD) | 0.6 | $7.9M | 203k | 38.80 | |
Lockheed Martin Corporation (LMT) | 0.6 | $7.8M | 107k | 72.64 | |
Target Corporation (TGT) | 0.6 | $7.7M | 157k | 49.04 | |
Merck & Co (MRK) | 0.6 | $7.4M | 226k | 32.70 | |
Boeing Company (BA) | 0.6 | $7.4M | 122k | 60.51 | |
Nike (NKE) | 0.6 | $7.4M | 87k | 85.51 | |
W.W. Grainger (GWW) | 0.6 | $7.2M | 48k | 149.54 | |
Apple (AAPL) | 0.6 | $7.2M | 19k | 381.31 | |
Intel Corporation (INTC) | 0.5 | $7.0M | 330k | 21.34 | |
Northern Trust Corporation (NTRS) | 0.5 | $7.0M | 199k | 34.98 | |
Verizon Communications (VZ) | 0.5 | $6.6M | 181k | 36.80 | |
Staples | 0.5 | $6.7M | 505k | 13.30 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $6.7M | 188k | 35.83 | |
Cisco Systems (CSCO) | 0.5 | $6.5M | 422k | 15.50 | |
Monsanto Company | 0.5 | $6.4M | 106k | 60.04 | |
Pfizer (PFE) | 0.5 | $6.4M | 362k | 17.68 | |
Wells Fargo & Company (WFC) | 0.5 | $6.3M | 262k | 24.12 | |
Travelers Companies (TRV) | 0.5 | $6.2M | 127k | 48.73 | |
Danaher Corporation (DHR) | 0.5 | $6.2M | 147k | 41.94 | |
Tiffany & Co. | 0.5 | $5.9M | 96k | 60.82 | |
Oracle Corporation (ORCL) | 0.4 | $5.7M | 198k | 28.74 | |
Fiserv (FI) | 0.4 | $5.7M | 112k | 50.77 | |
MetLife (MET) | 0.4 | $5.6M | 201k | 28.01 | |
E.I. du Pont de Nemours & Company | 0.4 | $5.5M | 137k | 39.97 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $5.4M | 38k | 142.14 | |
Hologic Inc frnt 2.000%12/1 | 0.4 | $5.1M | 5.5M | 0.94 | |
Luxottica Group S.p.A. | 0.4 | $5.1M | 202k | 25.18 | |
Vanguard Gnma Fd - Adm (VFIJX) | 0.4 | $4.9M | 442k | 11.16 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $4.6M | 249k | 18.59 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $4.6M | 78k | 58.54 | |
Waste Management (WM) | 0.3 | $4.2M | 128k | 32.56 | |
Public Storage (PSA) | 0.3 | $4.2M | 38k | 111.36 | |
Chubb Corporation | 0.3 | $4.0M | 66k | 59.99 | |
Emerson Electric (EMR) | 0.3 | $3.8M | 92k | 41.31 | |
America Movil Sab De Cv spon adr l | 0.3 | $3.7M | 166k | 22.08 | |
PPL Corporation (PPL) | 0.3 | $3.6M | 126k | 28.54 | |
Altria (MO) | 0.3 | $3.6M | 134k | 26.81 | |
Berkshire Hathaway (BRK.A) | 0.3 | $3.5M | 33.00 | 106787.88 | |
Royal Dutch Shell | 0.3 | $3.6M | 58k | 61.52 | |
Yum! Brands (YUM) | 0.3 | $3.5M | 70k | 49.38 | |
Murphy Oil Corporation (MUR) | 0.3 | $3.3M | 76k | 44.15 | |
Prudential Financial (PRU) | 0.3 | $3.4M | 73k | 46.86 | |
Home Depot (HD) | 0.2 | $3.2M | 96k | 32.87 | |
Kraft Foods | 0.2 | $3.2M | 94k | 33.58 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $3.1M | 36k | 88.26 | |
Kohl's Corporation (KSS) | 0.2 | $3.0M | 60k | 49.09 | |
IntercontinentalEx.. | 0.2 | $3.0M | 25k | 118.27 | |
Dominion Resources (D) | 0.2 | $2.9M | 57k | 50.77 | |
Texas Instruments Incorporated (TXN) | 0.2 | $2.9M | 109k | 26.65 | |
Columbia Acorn Fund Z (ACRNX) | 0.2 | $2.9M | 114k | 25.67 | |
T Rowe Price S/t Bond (PRWBX) | 0.2 | $2.8M | 584k | 4.82 | |
Comcast Corporation (CMCSA) | 0.2 | $2.8M | 132k | 20.92 | |
BB&T Corporation | 0.2 | $2.8M | 131k | 21.33 | |
Praxair | 0.2 | $2.8M | 30k | 93.47 | |
IDEX Corporation (IEX) | 0.2 | $2.7M | 88k | 31.16 | |
iShares Russell 2000 Index (IWM) | 0.2 | $2.8M | 44k | 64.29 | |
HSBC Holdings (HSBC) | 0.2 | $2.6M | 68k | 38.04 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $2.6M | 37k | 71.02 | |
EMC Corporation | 0.2 | $2.7M | 128k | 20.99 | |
Corning Incorporated (GLW) | 0.2 | $2.4M | 197k | 12.36 | |
Charles Schwab Corporation (SCHW) | 0.2 | $2.6M | 226k | 11.27 | |
Newell Financial Trust I Cvt P convert | 0.2 | $2.5M | 60k | 42.00 | |
Wal-Mart Stores (WMT) | 0.2 | $2.3M | 45k | 51.91 | |
NYSE Euronext | 0.2 | $2.4M | 103k | 23.24 | |
ConocoPhillips (COP) | 0.2 | $2.3M | 37k | 63.32 | |
Hewlett-Packard Company | 0.2 | $2.4M | 108k | 22.45 | |
Aptar (ATR) | 0.2 | $2.3M | 53k | 44.67 | |
Corporate Office Properties Trust (CDP) | 0.2 | $2.3M | 107k | 21.78 | |
Vanguard Gnma -inv (VFIIX) | 0.2 | $2.3M | 207k | 11.16 | |
Directv | 0.2 | $2.3M | 54k | 42.28 | |
Kite Realty Group Trust | 0.2 | $2.2M | 613k | 3.66 | |
United Parcel Service (UPS) | 0.2 | $2.1M | 33k | 63.15 | |
Paychex (PAYX) | 0.2 | $2.0M | 78k | 26.37 | |
Amgen (AMGN) | 0.2 | $2.1M | 38k | 54.96 | |
BP (BP) | 0.1 | $2.0M | 54k | 36.06 | |
Analog Devices (ADI) | 0.1 | $2.0M | 63k | 31.25 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $2.0M | 112k | 17.94 | |
Syngenta | 0.1 | $1.9M | 37k | 51.86 | |
Estee Lauder Companies (EL) | 0.1 | $2.0M | 23k | 87.86 | |
Kinder Morgan Energy Partners | 0.1 | $1.9M | 29k | 68.38 | |
iShares MSCI Brazil Index (EWZ) | 0.1 | $2.0M | 39k | 52.02 | |
Western Union Company (WU) | 0.1 | $1.9M | 122k | 15.29 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $1.8M | 23k | 77.98 | |
American Tower Corporation | 0.1 | $1.7M | 31k | 53.80 | |
Energy Transfer Partners | 0.1 | $1.7M | 42k | 41.00 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $1.7M | 37k | 46.63 | |
MB Financial | 0.1 | $1.5M | 104k | 14.72 | |
U.S. Bancorp (USB) | 0.1 | $1.5M | 65k | 23.53 | |
Union Pacific Corporation (UNP) | 0.1 | $1.6M | 19k | 81.69 | |
iShares S&P 500 Index (IVV) | 0.1 | $1.6M | 14k | 113.67 | |
Amazon (AMZN) | 0.1 | $1.5M | 7.1k | 216.27 | |
SPDR Gold Trust (GLD) | 0.1 | $1.6M | 10k | 158.06 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | 58k | 24.17 | |
Hershey Company (HSY) | 0.1 | $1.4M | 24k | 59.23 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.4M | 21k | 66.03 | |
Plum Creek Timber | 0.1 | $1.4M | 40k | 34.71 | |
Wisconsin Energy Corporation | 0.1 | $1.3M | 43k | 31.28 | |
Lazard Ltd-cl A shs a | 0.1 | $1.3M | 64k | 21.10 | |
Fidelity Spartan 500 Index Fun | 0.1 | $1.3M | 31k | 40.23 | |
Keeley Small Cap Value Fund | 0.1 | $1.3M | 65k | 20.29 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.1M | 36k | 31.39 | |
Telefonica (TEF) | 0.1 | $1.2M | 64k | 19.13 | |
Exelon Corporation (EXC) | 0.1 | $1.2M | 29k | 42.61 | |
Illinois Tool Works (ITW) | 0.1 | $1.2M | 29k | 41.60 | |
BHP Billiton (BHP) | 0.1 | $1.2M | 18k | 66.47 | |
Oneok Partners | 0.1 | $1.1M | 25k | 46.63 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.2M | 33k | 34.95 | |
Cme (CME) | 0.1 | $987k | 4.0k | 246.50 | |
Eli Lilly & Co. (LLY) | 0.1 | $998k | 27k | 36.95 | |
Stryker Corporation (SYK) | 0.1 | $1.1M | 23k | 47.13 | |
Old Republic International Corporation (ORI) | 0.1 | $1000k | 112k | 8.92 | |
Chesapeake Energy Corporation | 0.1 | $1.0M | 39k | 25.55 | |
Entergy Corporation (ETR) | 0.1 | $1.1M | 16k | 66.28 | |
Simon Property (SPG) | 0.1 | $1.1M | 9.6k | 110.02 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $1.0M | 12k | 84.58 | |
PNC Financial Services (PNC) | 0.1 | $965k | 20k | 48.17 | |
Automatic Data Processing (ADP) | 0.1 | $955k | 20k | 47.13 | |
Williams-Sonoma (WSM) | 0.1 | $976k | 32k | 30.79 | |
GlaxoSmithKline | 0.1 | $940k | 23k | 41.30 | |
Lowe's Companies (LOW) | 0.1 | $974k | 50k | 19.34 | |
Eni S.p.A. (E) | 0.1 | $885k | 25k | 35.15 | |
Enterprise Products Partners (EPD) | 0.1 | $922k | 23k | 40.15 | |
Siemens (SIEGY) | 0.1 | $856k | 9.5k | 89.77 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $938k | 12k | 78.46 | |
Aon Corporation | 0.1 | $742k | 18k | 41.96 | |
Baxter International (BAX) | 0.1 | $849k | 15k | 56.12 | |
Bed Bath & Beyond | 0.1 | $772k | 14k | 57.28 | |
Allstate Corporation (ALL) | 0.1 | $819k | 35k | 23.69 | |
Ametek (AME) | 0.1 | $759k | 23k | 32.96 | |
Central Fd Cda Ltd cl a | 0.1 | $794k | 38k | 20.68 | |
Columbia Acorn Intl Fd Z (ACINX) | 0.1 | $784k | 23k | 33.62 | |
Prologis (PLD) | 0.1 | $785k | 32k | 24.25 | |
Great Plains Energy Incorporated | 0.1 | $648k | 34k | 19.29 | |
Cardinal Health (CAH) | 0.1 | $598k | 14k | 41.87 | |
Northrop Grumman Corporation (NOC) | 0.1 | $659k | 13k | 52.20 | |
Mylan | 0.1 | $597k | 35k | 17.00 | |
eBay (EBAY) | 0.1 | $697k | 24k | 29.51 | |
General Mills (GIS) | 0.1 | $597k | 16k | 38.49 | |
Sigma-Aldrich Corporation | 0.1 | $714k | 12k | 61.76 | |
Weyerhaeuser Company (WY) | 0.1 | $649k | 42k | 15.56 | |
Southern Company (SO) | 0.1 | $649k | 15k | 42.38 | |
Msci (MSCI) | 0.1 | $629k | 21k | 30.31 | |
NuStar Energy | 0.1 | $612k | 12k | 52.31 | |
RBC Bearings Incorporated (RBC) | 0.1 | $598k | 18k | 33.99 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $628k | 16k | 38.69 | |
Dreyfus Muni Bond | 0.1 | $613k | 54k | 11.33 | |
Fidelity Concord Str Sp 500 Id | 0.1 | $593k | 15k | 40.27 | |
Jpmorgan Treas&agency Sel | 0.1 | $592k | 60k | 9.87 | |
Bank of America Corporation (BAC) | 0.0 | $495k | 81k | 6.11 | |
Duke Energy Corporation | 0.0 | $522k | 26k | 20.00 | |
Sherwin-Williams Company (SHW) | 0.0 | $483k | 6.5k | 74.38 | |
Dun & Bradstreet Corporation | 0.0 | $579k | 9.5k | 61.27 | |
Medtronic | 0.0 | $459k | 14k | 33.26 | |
Nordstrom (JWN) | 0.0 | $544k | 12k | 45.65 | |
Campbell Soup Company (CPB) | 0.0 | $460k | 14k | 32.39 | |
CIGNA Corporation | 0.0 | $516k | 12k | 41.95 | |
Liberty Media | 0.0 | $538k | 37k | 14.75 | |
Nextera Energy (NEE) | 0.0 | $463k | 8.6k | 54.06 | |
Unilever | 0.0 | $501k | 16k | 31.51 | |
Stericycle (SRCL) | 0.0 | $582k | 7.2k | 80.72 | |
Nicor | 0.0 | $473k | 8.6k | 55.02 | |
Dover Corporation (DOV) | 0.0 | $559k | 12k | 46.58 | |
Zimmer Holdings (ZBH) | 0.0 | $556k | 10k | 53.45 | |
Cree | 0.0 | $518k | 20k | 26.00 | |
Kansas City Southern | 0.0 | $574k | 12k | 49.96 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $551k | 6.7k | 82.79 | |
iShares MSCI Canada Index (EWC) | 0.0 | $535k | 21k | 25.51 | |
Doubleline Total Return Bd (DLTNX) | 0.0 | $547k | 49k | 11.21 | |
Time Warner | 0.0 | $412k | 14k | 29.97 | |
Joy Global | 0.0 | $373k | 6.0k | 62.37 | |
Consolidated Edison (ED) | 0.0 | $376k | 6.6k | 56.98 | |
Hologic (HOLX) | 0.0 | $453k | 30k | 15.19 | |
Newmont Mining Corporation (NEM) | 0.0 | $360k | 5.7k | 62.90 | |
T. Rowe Price (TROW) | 0.0 | $356k | 7.5k | 47.76 | |
Ross Stores (ROST) | 0.0 | $346k | 4.4k | 78.64 | |
Progress Energy | 0.0 | $350k | 6.8k | 51.68 | |
Hanesbrands (HBI) | 0.0 | $338k | 14k | 25.04 | |
Becton, Dickinson and (BDX) | 0.0 | $428k | 5.8k | 73.35 | |
Baker Hughes Incorporated | 0.0 | $363k | 7.9k | 46.14 | |
Macy's (M) | 0.0 | $429k | 16k | 26.31 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $441k | 6.2k | 71.54 | |
Express Scripts | 0.0 | $358k | 9.6k | 37.11 | |
Perrigo Company | 0.0 | $381k | 3.9k | 97.19 | |
NetLogic Microsystems | 0.0 | $401k | 8.3k | 48.08 | |
Integrys Energy | 0.0 | $411k | 8.5k | 48.59 | |
Taubman Centers | 0.0 | $377k | 7.5k | 50.27 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $375k | 7.2k | 52.43 | |
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) | 0.0 | $384k | 18k | 21.61 | |
iShares S&P 100 Index (OEF) | 0.0 | $452k | 8.8k | 51.48 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $373k | 7.2k | 51.61 | |
Pimco Commodity Rr Strat-ins (PCRIX) | 0.0 | $411k | 56k | 7.39 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $440k | 8.2k | 53.60 | |
Vanguard Prime Cap Adm. (VPMAX) | 0.0 | $337k | 5.6k | 60.72 | |
Fidelity Puritan Fund (FPURX) | 0.0 | $361k | 21k | 16.83 | |
Schwab Total Stock Mrkt Ind-se (SWTSX) | 0.0 | $369k | 18k | 20.58 | |
Vanguard Wellington (VWENX) | 0.0 | $353k | 7.0k | 50.43 | |
Time Warner Cable | 0.0 | $273k | 4.4k | 62.69 | |
Ansys (ANSS) | 0.0 | $248k | 5.1k | 49.06 | |
Starwood Property Trust (STWD) | 0.0 | $303k | 18k | 17.15 | |
Ameriprise Financial (AMP) | 0.0 | $266k | 6.8k | 39.37 | |
Affiliated Managers (AMG) | 0.0 | $267k | 3.4k | 78.12 | |
Carnival Corporation (CCL) | 0.0 | $315k | 10k | 30.29 | |
Coach | 0.0 | $248k | 4.8k | 51.75 | |
Franklin Resources (BEN) | 0.0 | $277k | 2.9k | 95.52 | |
Spectra Energy | 0.0 | $305k | 12k | 24.50 | |
Stanley Black & Decker (SWK) | 0.0 | $250k | 5.1k | 49.16 | |
Dow Chemical Company | 0.0 | $309k | 14k | 22.43 | |
Johnson Controls | 0.0 | $285k | 11k | 26.34 | |
Diageo (DEO) | 0.0 | $294k | 3.9k | 75.87 | |
Intuitive Surgical (ISRG) | 0.0 | $219k | 600.00 | 365.00 | |
Liberty Global | 0.0 | $235k | 6.5k | 36.23 | |
Liberty Global | 0.0 | $225k | 6.5k | 34.57 | |
Fortune Brands | 0.0 | $288k | 5.3k | 54.01 | |
Washington Post Company | 0.0 | $270k | 827.00 | 326.48 | |
Clorox Company (CLX) | 0.0 | $232k | 3.5k | 66.44 | |
Vornado Realty Trust (VNO) | 0.0 | $244k | 3.3k | 74.75 | |
Bce (BCE) | 0.0 | $244k | 6.5k | 37.41 | |
Sempra Energy (SRE) | 0.0 | $237k | 4.6k | 51.52 | |
Ventas (VTR) | 0.0 | $313k | 6.3k | 49.44 | |
H.J. Heinz Company | 0.0 | $225k | 4.5k | 50.51 | |
Energy Select Sector SPDR (XLE) | 0.0 | $299k | 5.1k | 58.42 | |
Mead Johnson Nutrition | 0.0 | $233k | 3.4k | 68.91 | |
Marvell Technology Group | 0.0 | $205k | 14k | 14.48 | |
Starwood Hotels & Resorts Worldwide | 0.0 | $268k | 6.9k | 38.85 | |
Actuant Corporation | 0.0 | $233k | 12k | 19.77 | |
ITT Corporation | 0.0 | $255k | 6.1k | 41.98 | |
Plains All American Pipeline (PAA) | 0.0 | $228k | 3.9k | 59.01 | |
Polypore International | 0.0 | $207k | 3.7k | 56.63 | |
SPX Corporation | 0.0 | $223k | 4.9k | 45.23 | |
Steiner Leisure Ltd Com Stk | 0.0 | $218k | 5.4k | 40.71 | |
ViroPharma Incorporated | 0.0 | $220k | 12k | 18.07 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $294k | 2.8k | 105.34 | |
St. Jude Medical | 0.0 | $216k | 6.0k | 36.13 | |
HCP | 0.0 | $321k | 9.2k | 35.03 | |
EQT Corporation (EQT) | 0.0 | $262k | 4.9k | 53.38 | |
Scripps Networks Interactive | 0.0 | $209k | 5.6k | 37.25 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.0 | $268k | 12k | 23.12 | |
Boston Properties (BXP) | 0.0 | $307k | 3.4k | 89.09 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $221k | 3.6k | 61.39 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $275k | 4.6k | 59.27 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $308k | 3.7k | 83.81 | |
Vanguard Admiral Shares Taxable (VFSUX) | 0.0 | $213k | 20k | 10.65 | |
Vanguard Inflation Protected Iv (VIPSX) | 0.0 | $239k | 17k | 14.00 | |
T. Rowe Price Growth Stock Fun (PRGFX) | 0.0 | $311k | 11k | 28.91 | |
Vanguard World Fund mutual funds (VWIGX) | 0.0 | $295k | 19k | 15.74 | |
Pimco Total Return Fund Instl mf-s (PTTRX) | 0.0 | $238k | 22k | 10.81 | |
Vanguard 500 Index Fd Sign | 0.0 | $295k | 3.4k | 86.11 | |
Amer Fds New Perspective A (ANWPX) | 0.0 | $262k | 11k | 24.91 | |
First Eagle Us Value Fd Cl A mutual funds (FEVAX) | 0.0 | $229k | 15k | 15.83 | |
California Inv Tr-s&p Midcap I | 0.0 | $282k | 15k | 19.40 | |
Fidelity Spartan Intl Index Iv | 0.0 | $232k | 7.8k | 29.68 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $251k | 6.6k | 37.80 | |
Keeley Mid Cap Value | 0.0 | $206k | 24k | 8.55 | |
Price T Rowe Tax Free Inc Bond (PRTAX) | 0.0 | $213k | 21k | 10.04 | |
Thornbugr Inv Inc Bld (TIBAX) | 0.0 | $244k | 14k | 17.32 | |
Vanguard Inflat Protect Sec Ad (VAIPX) | 0.0 | $234k | 8.5k | 27.41 | |
Templeton Global Bond Fund Cl mf (TPINX) | 0.0 | $258k | 20k | 12.70 | |
Liberty Media Corp lcpad | 0.0 | $225k | 3.4k | 66.25 | |
Lincoln National Corporation (LNC) | 0.0 | $125k | 8.0k | 15.58 | |
Via | 0.0 | $175k | 4.5k | 38.63 | |
Norfolk Southern (NSC) | 0.0 | $151k | 2.5k | 60.99 | |
Hospira | 0.0 | $171k | 4.6k | 37.09 | |
Medco Health Solutions | 0.0 | $72k | 1.5k | 46.57 | |
Apache Corporation | 0.0 | $137k | 1.7k | 80.12 | |
PPG Industries (PPG) | 0.0 | $177k | 2.5k | 70.80 | |
McGraw-Hill Companies | 0.0 | $152k | 3.7k | 41.08 | |
CVS Caremark Corporation (CVS) | 0.0 | $135k | 4.0k | 33.69 | |
UnitedHealth (UNH) | 0.0 | $175k | 3.8k | 46.09 | |
General Dynamics Corporation (GD) | 0.0 | $167k | 2.9k | 56.76 | |
Visa (V) | 0.0 | $69k | 800.00 | 86.25 | |
Advance Auto Parts (AAP) | 0.0 | $163k | 2.8k | 58.21 | |
Discovery Communications | 0.0 | $103k | 2.9k | 35.12 | |
Westar Energy | 0.0 | $174k | 6.6k | 26.36 | |
Quicksilver Resources | 0.0 | $108k | 14k | 7.61 | |
iShares MSCI Japan Index | 0.0 | $120k | 13k | 9.46 | |
DTE Energy Company (DTE) | 0.0 | $151k | 3.1k | 48.88 | |
MVC Capital | 0.0 | $139k | 13k | 10.49 | |
Banco Santander (SAN) | 0.0 | $124k | 15k | 8.05 | |
UGI Corporation (UGI) | 0.0 | $126k | 4.8k | 26.25 | |
ISIS Pharmaceuticals | 0.0 | $187k | 28k | 6.80 | |
Magellan Midstream Partners | 0.0 | $181k | 3.0k | 60.33 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.0 | $105k | 11k | 10.04 | |
Vanguard Small Cap Index Fund mut | 0.0 | $66k | 2.2k | 29.35 | |
TWEEDY BROWNE AMERICAN Value Fund fund | 0.0 | $140k | 8.2k | 17.09 | |
Manulife Finl Corp (MFC) | 0.0 | $128k | 11k | 11.33 | |
Midas | 0.0 | $143k | 17k | 8.20 | |
Financial Select Sector SPDR (XLF) | 0.0 | $93k | 7.8k | 11.87 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $181k | 1.7k | 109.04 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $149k | 4.9k | 30.13 | |
Hussman Invt Tr Strategic Grw mutual funds (HSGFX) | 0.0 | $146k | 11k | 13.15 | |
DNP Select Income Fund (DNP) | 0.0 | $144k | 14k | 10.00 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $118k | 1.0k | 114.34 | |
Oakmark Int'l (OAKIX) | 0.0 | $182k | 11k | 16.09 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.0 | $84k | 3.5k | 23.74 | |
Fidelity Intermediate Municipa (FLTMX) | 0.0 | $72k | 6.9k | 10.38 | |
Fidelity Municipal Income Fund (FHIGX) | 0.0 | $184k | 14k | 12.89 | |
Fidelity Short-intermediate Mu | 0.0 | $144k | 13k | 10.78 | |
Fidelity Contra (FCNTX) | 0.0 | $85k | 1.4k | 62.73 | |
Covidien | 0.0 | $173k | 3.9k | 44.14 | |
Fidelity Fund (FFIDX) | 0.0 | $133k | 4.6k | 29.11 | |
Janus Fund | 0.0 | $176k | 6.9k | 25.44 | |
John Hancock Inv Grade Bond | 0.0 | $123k | 12k | 10.36 | |
Nuveen H/y Muni Bd (NHMRX) | 0.0 | $181k | 12k | 15.15 | |
Pioneer Bond Fd -a | 0.0 | $96k | 10k | 9.59 | |
Pioneer High Income Muni Fd - | 0.0 | $82k | 11k | 7.68 | |
T Rowe Price High Yield (PRHYX) | 0.0 | $105k | 17k | 6.23 | |
Wells Fargo Adv Inc Pl | 0.0 | $124k | 10k | 12.08 | |
Amer T/e Bond | 0.0 | $134k | 11k | 12.36 | |
Fidelity Balanced (FBALX) | 0.0 | $160k | 9.3k | 17.29 | |
Goldman Sachs (GS) | 0.0 | $49k | 513.00 | 95.52 | |
Republic Services (RSG) | 0.0 | $23k | 813.00 | 28.29 | |
CBS Corporation | 0.0 | $2.0k | 110.00 | 18.18 | |
International Game Technology | 0.0 | $49k | 3.4k | 14.63 | |
Mattel (MAT) | 0.0 | $22k | 832.00 | 26.44 | |
SYSCO Corporation (SYY) | 0.0 | $59k | 2.3k | 25.93 | |
AFLAC Incorporated (AFL) | 0.0 | $10k | 300.00 | 33.33 | |
Tellabs | 0.0 | $9.0k | 2.0k | 4.40 | |
Mohawk Industries (MHK) | 0.0 | $466.730000 | 11.00 | 42.43 | |
Interpublic Group of Companies (IPG) | 0.0 | $8.0k | 1.1k | 7.09 | |
Omnicare | 0.0 | $266.900000 | 10.00 | 26.69 | |
Raytheon Company | 0.0 | $37k | 912.00 | 40.57 | |
McKesson Corporation (MCK) | 0.0 | $50k | 690.00 | 72.46 | |
Apollo | 0.0 | $5.0k | 128.00 | 39.06 | |
Total (TTE) | 0.0 | $2.0k | 54.00 | 37.04 | |
Dell | 0.0 | $23k | 1.6k | 14.38 | |
Accenture (ACN) | 0.0 | $32k | 600.00 | 53.33 | |
Marriott International (MAR) | 0.0 | $11k | 403.00 | 27.30 | |
CB Richard Ellis | 0.0 | $16k | 1.2k | 13.33 | |
Frontier Communications | 0.0 | $62k | 10k | 6.14 | |
J.M. Smucker Company (SJM) | 0.0 | $6.0k | 76.00 | 78.95 | |
Epl Technologies | 0.0 | $0 | 41k | 0.00 | |
Unilever (UL) | 0.0 | $46k | 1.5k | 31.17 | |
Ladenburg Thalmann Financial Services | 0.0 | $31k | 20k | 1.55 | |
Creditsuisse Commodity Common mutual funds (CRSOX) | 0.0 | $13k | 1.6k | 8.27 | |
Dodge & Cox Stk Fd Com mutual funds | 0.0 | $56k | 615.00 | 91.06 | |
Harbor Fd Bd Fd Instl mutual funds (HABDX) | 0.0 | $19k | 1.5k | 12.32 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $21k | 419.00 | 50.12 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $18k | 585.00 | 30.77 | |
CoBiz Financial | 0.0 | $10k | 2.2k | 4.55 | |
Arcadia Resources | 0.0 | $3.3k | 110k | 0.03 | |
Alpine Dynamic Dvd Fund | 0.0 | $65k | 19k | 3.45 | |
Pimco Funds Total Return Incom | 0.0 | $48k | 4.5k | 10.68 | |
Viaspace (VSPC) | 0.0 | $700.000000 | 70k | 0.01 | |
Applied Nanotech Holdings (APNT) | 0.0 | $4.0k | 12k | 0.33 | |
Defentect Group Inc C ommon (DFTC) | 0.0 | $0 | 23k | 0.00 | |
CopyTele (COPY) | 0.0 | $2.0k | 10k | 0.20 | |
Versus Technology (VSTI) | 0.0 | $4.2k | 70k | 0.06 | |
Franklin Cust Fds Incm Fd Cl A (FKINX) | 0.0 | $27k | 14k | 1.97 | |
Te Connectivity Ltd for (TEL) | 0.0 | $3.0k | 116.00 | 25.86 | |
T. Rowe Price Intl (PRITX) | 0.0 | $43k | 3.6k | 11.80 | |
Fidelity Short Term Bond Fund fix inc fund | 0.0 | $27k | 3.2k | 8.57 | |
Americas Power Partners | 0.0 | $0 | 56k | 0.00 | |
Aquacell Technologies | 0.0 | $0 | 23k | 0.00 | |
Cmg Holdings (CMGO) | 0.0 | $0 | 10k | 0.00 | |
Diasys | 0.0 | $0 | 20k | 0.00 | |
First Merchants Acceptance | 0.0 | $0 | 13k | 0.00 | |
Interactive Motorsports | 0.0 | $0 | 200k | 0.00 | |
Leeward Capital | 0.0 | $900.000000 | 30k | 0.03 | |
Bpi Energy Holdings | 0.0 | $0 | 10k | 0.00 | |
Nansonics (NNCSF) | 0.0 | $62k | 90k | 0.69 | |
Options Media Group Hldgs (OPMG) | 0.0 | $4.0k | 200k | 0.02 | |
Alliancebernstein Growth & In (CABDX) | 0.0 | $7.0k | 2.4k | 2.93 | |
Columbia Mid Cap Value Fd A | 0.0 | $8.0k | 674.00 | 11.87 | |
Fidelity Equity Income Ii Fund (FEQTX) | 0.0 | $7.0k | 446.00 | 15.70 | |
Fidelity Growth & Income (FGRIX) | 0.0 | $15k | 936.00 | 16.03 | |
Fidelity Growth Company (FDGRX) | 0.0 | $16k | 206.00 | 77.67 | |
Vanguard Small Cap Index Signa | 0.0 | $19k | 724.00 | 26.24 | |
Marriott Intl Frac New A | 0.0 | $0 | 37k | 0.00 | |
Isonea | 0.0 | $4.4k | 444k | 0.01 | |
Columbia High Yield Muni (SRHMX) | 0.0 | $5.0k | 473.00 | 10.57 |