Gofen & Glossberg as of Dec. 31, 2011
Portfolio Holdings for Gofen & Glossberg
Gofen & Glossberg holds 427 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 |
---|---|---|---|---|---|
International Business Machines (IBM) | 4.9 | $70M | 380k | 183.88 | |
Procter & Gamble Company (PG) | 4.1 | $59M | 882k | 66.71 | |
Exxon Mobil Corporation (XOM) | 4.0 | $57M | 676k | 84.76 | |
McDonald's Corporation (MCD) | 3.0 | $43M | 431k | 100.33 | |
Johnson & Johnson (JNJ) | 2.8 | $40M | 613k | 65.58 | |
Qualcomm (QCOM) | 2.3 | $33M | 609k | 54.70 | |
Pepsi (PEP) | 2.1 | $30M | 458k | 66.35 | |
General Electric Company | 2.0 | $29M | 1.6M | 17.91 | |
Microsoft Corporation (MSFT) | 2.0 | $28M | 1.1M | 25.96 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $27M | 806k | 33.25 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.8 | $26M | 454k | 57.75 | |
Schlumberger (SLB) | 1.8 | $25M | 368k | 68.31 | |
American Express Company (AXP) | 1.7 | $24M | 509k | 47.17 | |
United Technologies Corporation | 1.6 | $23M | 312k | 73.09 | |
Teva Pharmaceutical Industries (TEVA) | 1.5 | $21M | 515k | 40.36 | |
Caterpillar (CAT) | 1.4 | $20M | 221k | 90.60 | |
Coca-Cola Company (KO) | 1.4 | $20M | 281k | 69.97 | |
Chevron Corporation (CVX) | 1.4 | $19M | 181k | 106.40 | |
Celgene Corporation | 1.3 | $19M | 274k | 67.60 | |
Thermo Fisher Scientific (TMO) | 1.2 | $18M | 394k | 44.97 | |
Abbott Laboratories (ABT) | 1.1 | $16M | 290k | 56.23 | |
Vodafone | 1.1 | $16M | 563k | 28.03 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $15M | 395k | 37.94 | |
Walt Disney Company (DIS) | 1.0 | $15M | 393k | 37.50 | |
Walgreen Company | 1.0 | $14M | 425k | 33.06 | |
Comcast Corporation | 1.0 | $14M | 590k | 23.56 | |
Honeywell International (HON) | 0.9 | $13M | 247k | 54.35 | |
National-Oilwell Var | 0.9 | $13M | 195k | 67.99 | |
Novartis (NVS) | 0.9 | $13M | 231k | 57.17 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $13M | 100k | 125.50 | |
Starbucks Corporation (SBUX) | 0.9 | $13M | 273k | 46.01 | |
Philip Morris International (PM) | 0.8 | $12M | 155k | 78.48 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $12M | 243k | 49.53 | |
National Grid | 0.8 | $12M | 248k | 48.48 | |
Cummins (CMI) | 0.8 | $11M | 123k | 88.02 | |
0.8 | $11M | 17k | 645.87 | ||
Ecolab (ECL) | 0.7 | $11M | 183k | 57.81 | |
3M Company (MMM) | 0.7 | $11M | 129k | 81.73 | |
Deere & Company (DE) | 0.7 | $9.7M | 126k | 77.35 | |
McCormick & Company, Incorporated (MKC) | 0.7 | $9.6M | 190k | 50.42 | |
Target Corporation (TGT) | 0.7 | $9.2M | 181k | 51.22 | |
Boeing Company (BA) | 0.6 | $9.2M | 125k | 73.35 | |
Berkshire Hathaway (BRK.B) | 0.6 | $9.0M | 118k | 76.30 | |
W.W. Grainger (GWW) | 0.6 | $8.8M | 47k | 187.19 | |
Allergan | 0.6 | $8.8M | 101k | 87.74 | |
Colgate-Palmolive Company (CL) | 0.6 | $8.8M | 95k | 92.39 | |
At&t (T) | 0.6 | $8.7M | 289k | 30.24 | |
Merck & Co (MRK) | 0.6 | $8.6M | 228k | 37.70 | |
E.I. du Pont de Nemours & Company | 0.6 | $8.4M | 184k | 45.78 | |
Nike (NKE) | 0.6 | $8.3M | 86k | 96.37 | |
Southwestern Energy Company | 0.6 | $8.2M | 256k | 31.94 | |
Intel Corporation (INTC) | 0.6 | $7.9M | 327k | 24.25 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $8.0M | 208k | 38.21 | |
Northern Trust Corporation (NTRS) | 0.6 | $7.9M | 198k | 39.66 | |
Costco Wholesale Corporation (COST) | 0.5 | $7.7M | 93k | 83.32 | |
Pfizer (PFE) | 0.5 | $7.7M | 357k | 21.64 | |
Apple (AAPL) | 0.5 | $7.6M | 19k | 404.98 | |
Verizon Communications (VZ) | 0.5 | $7.3M | 182k | 40.12 | |
Travelers Companies (TRV) | 0.5 | $7.2M | 121k | 59.17 | |
Lockheed Martin Corporation (LMT) | 0.5 | $7.1M | 88k | 80.89 | |
Cisco Systems (CSCO) | 0.5 | $6.9M | 383k | 18.08 | |
Wells Fargo & Company (WFC) | 0.5 | $7.0M | 252k | 27.56 | |
Danaher Corporation (DHR) | 0.5 | $6.9M | 147k | 47.04 | |
MetLife (MET) | 0.5 | $6.7M | 216k | 31.18 | |
Gilead Sciences (GILD) | 0.5 | $6.6M | 162k | 40.93 | |
Monsanto Company | 0.4 | $6.3M | 91k | 70.07 | |
Tiffany & Co. | 0.4 | $6.2M | 94k | 66.26 | |
Fiserv (FI) | 0.4 | $6.2M | 106k | 58.74 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $6.1M | 38k | 159.48 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $5.6M | 82k | 68.30 | |
Oracle Corporation (ORCL) | 0.4 | $5.4M | 212k | 25.65 | |
Hologic Inc frnt 2.000%12/1 | 0.4 | $5.3M | 5.5M | 0.95 | |
Luxottica Group S.p.A. | 0.4 | $5.3M | 190k | 27.93 | |
Public Storage (PSA) | 0.3 | $5.0M | 38k | 134.47 | |
Emerson Electric (EMR) | 0.3 | $4.9M | 106k | 46.59 | |
Vanguard Gnma Fd - Adm (VFIJX) | 0.3 | $4.9M | 442k | 11.07 | |
Chubb Corporation | 0.3 | $4.5M | 65k | 69.23 | |
Royal Dutch Shell | 0.3 | $4.3M | 58k | 73.09 | |
Waste Management (WM) | 0.3 | $4.1M | 126k | 32.71 | |
Yum! Brands (YUM) | 0.3 | $4.1M | 70k | 59.01 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $3.9M | 198k | 19.91 | |
Altria (MO) | 0.3 | $3.9M | 133k | 29.65 | |
Staples | 0.3 | $4.0M | 290k | 13.89 | |
Home Depot (HD) | 0.3 | $3.9M | 93k | 42.04 | |
Kraft Foods | 0.3 | $3.9M | 104k | 37.36 | |
Berkshire Hathaway (BRK.A) | 0.3 | $3.8M | 33.00 | 114757.58 | |
Unilever | 0.3 | $3.8M | 112k | 34.37 | |
EMC Corporation | 0.3 | $3.9M | 181k | 21.54 | |
Murphy Oil Corporation (MUR) | 0.3 | $3.9M | 70k | 55.74 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $3.9M | 39k | 98.42 | |
Prudential Financial (PRU) | 0.3 | $3.7M | 74k | 50.12 | |
PPL Corporation (PPL) | 0.3 | $3.7M | 127k | 29.42 | |
America Movil Sab De Cv spon adr l | 0.2 | $3.6M | 160k | 22.60 | |
IDEX Corporation (IEX) | 0.2 | $3.3M | 88k | 37.11 | |
iShares Russell 2000 Index (IWM) | 0.2 | $3.2M | 44k | 73.75 | |
Columbia Acorn Fund Z (ACRNX) | 0.2 | $3.2M | 117k | 27.56 | |
Praxair | 0.2 | $3.1M | 29k | 106.92 | |
Comcast Corporation (CMCSA) | 0.2 | $3.1M | 129k | 23.71 | |
Dominion Resources (D) | 0.2 | $3.0M | 57k | 53.07 | |
BB&T Corporation | 0.2 | $3.0M | 119k | 25.17 | |
IntercontinentalEx.. | 0.2 | $3.0M | 25k | 120.55 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $2.7M | 37k | 73.55 | |
NYSE Euronext | 0.2 | $2.7M | 103k | 26.10 | |
ConocoPhillips (COP) | 0.2 | $2.7M | 37k | 72.87 | |
Texas Instruments Incorporated (TXN) | 0.2 | $2.8M | 95k | 29.11 | |
Aptar (ATR) | 0.2 | $2.7M | 53k | 52.17 | |
T Rowe Price S/t Bond (PRWBX) | 0.2 | $2.7M | 558k | 4.81 | |
Wal-Mart Stores (WMT) | 0.2 | $2.6M | 44k | 59.77 | |
Kohl's Corporation (KSS) | 0.2 | $2.6M | 53k | 49.35 | |
Newell Financial Trust I Cvt P convert | 0.2 | $2.5M | 59k | 42.25 | |
United Parcel Service (UPS) | 0.2 | $2.4M | 33k | 73.20 | |
Estee Lauder Companies (EL) | 0.2 | $2.4M | 22k | 112.31 | |
Kite Realty Group Trust | 0.2 | $2.5M | 547k | 4.51 | |
BP (BP) | 0.2 | $2.3M | 54k | 42.74 | |
HSBC Holdings (HSBC) | 0.2 | $2.2M | 58k | 38.10 | |
U.S. Bancorp (USB) | 0.2 | $2.3M | 86k | 27.05 | |
Analog Devices (ADI) | 0.2 | $2.3M | 63k | 35.78 | |
Directv | 0.2 | $2.2M | 52k | 42.76 | |
Syngenta | 0.2 | $2.3M | 39k | 58.95 | |
Kinder Morgan Energy Partners | 0.2 | $2.3M | 27k | 84.95 | |
iShares MSCI Brazil Index (EWZ) | 0.2 | $2.3M | 40k | 57.39 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $2.3M | 26k | 87.63 | |
Paychex (PAYX) | 0.1 | $2.2M | 73k | 30.11 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $2.1M | 102k | 20.95 | |
Vanguard Gnma -inv (VFIIX) | 0.1 | $2.2M | 197k | 11.07 | |
Western Union Company (WU) | 0.1 | $1.9M | 107k | 18.26 | |
Union Pacific Corporation (UNP) | 0.1 | $2.0M | 19k | 105.93 | |
Hewlett-Packard Company | 0.1 | $2.0M | 80k | 25.76 | |
Corporate Office Properties Trust (CDP) | 0.1 | $2.1M | 97k | 21.26 | |
American Tower Corporation | 0.1 | $1.8M | 30k | 60.01 | |
Amgen (AMGN) | 0.1 | $1.9M | 30k | 64.21 | |
Energy Transfer Partners | 0.1 | $1.8M | 40k | 45.86 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $1.9M | 37k | 49.91 | |
Corning Incorporated (GLW) | 0.1 | $1.7M | 130k | 12.98 | |
MB Financial | 0.1 | $1.7M | 102k | 17.10 | |
iShares S&P 500 Index (IVV) | 0.1 | $1.7M | 14k | 125.95 | |
Lazard Ltd-cl A shs a | 0.1 | $1.7M | 64k | 26.12 | |
Hershey Company (HSY) | 0.1 | $1.5M | 25k | 61.80 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.5M | 20k | 75.98 | |
Plum Creek Timber | 0.1 | $1.4M | 39k | 36.56 | |
Wisconsin Energy Corporation | 0.1 | $1.5M | 42k | 34.97 | |
Oneok Partners | 0.1 | $1.4M | 25k | 57.72 | |
Fidelity Spartan 500 Index Fun | 0.1 | $1.4M | 31k | 44.48 | |
Keeley Small Cap Value Fund | 0.1 | $1.5M | 63k | 23.16 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 119k | 11.26 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.3M | 36k | 35.25 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 43k | 28.26 | |
Allstate Corporation (ALL) | 0.1 | $1.2M | 45k | 27.42 | |
Exelon Corporation (EXC) | 0.1 | $1.2M | 29k | 43.38 | |
Illinois Tool Works (ITW) | 0.1 | $1.3M | 28k | 46.71 | |
SPDR Gold Trust (GLD) | 0.1 | $1.3M | 8.7k | 151.96 | |
BHP Billiton (BHP) | 0.1 | $1.3M | 18k | 70.64 | |
Simon Property (SPG) | 0.1 | $1.2M | 9.6k | 128.97 | |
PNC Financial Services (PNC) | 0.1 | $1.2M | 20k | 57.65 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.1M | 28k | 41.55 | |
Automatic Data Processing (ADP) | 0.1 | $1.1M | 20k | 54.02 | |
Williams-Sonoma (WSM) | 0.1 | $1.2M | 31k | 38.49 | |
Stryker Corporation (SYK) | 0.1 | $1.1M | 23k | 49.72 | |
Lowe's Companies (LOW) | 0.1 | $1.2M | 47k | 25.38 | |
Amazon (AMZN) | 0.1 | $1.2M | 6.7k | 173.17 | |
Entergy Corporation (ETR) | 0.1 | $1.2M | 16k | 73.04 | |
Cme (CME) | 0.1 | $932k | 3.8k | 243.72 | |
GlaxoSmithKline | 0.1 | $1.0M | 23k | 45.65 | |
Telefonica (TEF) | 0.1 | $1.1M | 62k | 17.20 | |
Eni S.p.A. (E) | 0.1 | $1.0M | 25k | 41.27 | |
Enterprise Products Partners (EPD) | 0.1 | $1.0M | 22k | 46.38 | |
Ametek (AME) | 0.1 | $969k | 23k | 42.08 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $973k | 12k | 84.54 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $975k | 28k | 34.76 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.0M | 14k | 77.60 | |
Columbia Acorn Intl Fd Z (ACINX) | 0.1 | $989k | 29k | 34.31 | |
Aon Corporation | 0.1 | $828k | 18k | 46.82 | |
Old Republic International Corporation (ORI) | 0.1 | $798k | 86k | 9.27 | |
Siemens (SIEGY) | 0.1 | $912k | 9.5k | 95.65 | |
iShares MSCI Canada Index (EWC) | 0.1 | $866k | 33k | 26.59 | |
Baxter International (BAX) | 0.1 | $701k | 14k | 49.51 | |
Great Plains Energy Incorporated | 0.1 | $727k | 33k | 21.77 | |
Bed Bath & Beyond | 0.1 | $750k | 13k | 58.00 | |
Northrop Grumman Corporation (NOC) | 0.1 | $712k | 12k | 58.48 | |
Dun & Bradstreet Corporation | 0.1 | $707k | 9.5k | 74.81 | |
Mylan | 0.1 | $753k | 35k | 21.45 | |
eBay (EBAY) | 0.1 | $724k | 24k | 30.33 | |
Weyerhaeuser Company (WY) | 0.1 | $779k | 42k | 18.68 | |
Southern Company (SO) | 0.1 | $690k | 15k | 46.27 | |
Msci (MSCI) | 0.1 | $657k | 20k | 32.92 | |
Dover Corporation (DOV) | 0.1 | $697k | 12k | 58.08 | |
Chesapeake Energy Corporation | 0.1 | $778k | 35k | 22.29 | |
RBC Bearings Incorporated (RBC) | 0.1 | $702k | 17k | 41.67 | |
Central Fd Cda Ltd cl a | 0.1 | $753k | 38k | 19.61 | |
Fidelity Concord Str Sp 500 Id | 0.1 | $661k | 15k | 44.49 | |
Prologis (PLD) | 0.1 | $694k | 24k | 28.61 | |
Duke Energy Corporation | 0.0 | $572k | 26k | 22.00 | |
Cardinal Health (CAH) | 0.0 | $563k | 14k | 40.61 | |
Hologic (HOLX) | 0.0 | $522k | 30k | 17.51 | |
Sherwin-Williams Company (SHW) | 0.0 | $580k | 6.5k | 89.31 | |
Medtronic | 0.0 | $501k | 13k | 38.24 | |
Nordstrom (JWN) | 0.0 | $592k | 12k | 49.67 | |
CIGNA Corporation | 0.0 | $517k | 12k | 42.03 | |
General Mills (GIS) | 0.0 | $627k | 16k | 40.42 | |
Liberty Media | 0.0 | $585k | 36k | 16.22 | |
Macy's (M) | 0.0 | $525k | 16k | 32.20 | |
Nextera Energy (NEE) | 0.0 | $521k | 8.6k | 60.84 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $637k | 6.8k | 93.69 | |
Sigma-Aldrich Corporation | 0.0 | $587k | 9.4k | 62.45 | |
NuStar Energy | 0.0 | $606k | 11k | 56.64 | |
Kansas City Southern | 0.0 | $615k | 9.1k | 67.96 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $595k | 6.7k | 89.41 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $625k | 16k | 39.66 | |
Central Gold-Trust | 0.0 | $544k | 9.2k | 59.13 | |
Dreyfus Muni Bond | 0.0 | $635k | 55k | 11.48 | |
Doubleline Total Return Bd (DLTNX) | 0.0 | $549k | 50k | 11.02 | |
Jpmorgan Treas&agency Sel | 0.0 | $586k | 60k | 9.77 | |
Time Warner | 0.0 | $480k | 13k | 36.14 | |
Joy Global | 0.0 | $448k | 6.0k | 74.92 | |
Bank of America Corporation (BAC) | 0.0 | $358k | 64k | 5.57 | |
Consolidated Edison (ED) | 0.0 | $440k | 7.1k | 61.98 | |
Spectra Energy | 0.0 | $383k | 12k | 30.77 | |
T. Rowe Price (TROW) | 0.0 | $424k | 7.5k | 56.88 | |
Dow Chemical Company | 0.0 | $396k | 14k | 28.74 | |
Ross Stores (ROST) | 0.0 | $418k | 8.8k | 47.50 | |
Progress Energy | 0.0 | $379k | 6.8k | 55.96 | |
Campbell Soup Company (CPB) | 0.0 | $472k | 14k | 33.24 | |
Becton, Dickinson and (BDX) | 0.0 | $436k | 5.8k | 74.72 | |
Baker Hughes Incorporated | 0.0 | $373k | 7.7k | 48.64 | |
Stericycle (SRCL) | 0.0 | $488k | 6.3k | 77.96 | |
Zimmer Holdings (ZBH) | 0.0 | $429k | 8.0k | 53.47 | |
Express Scripts | 0.0 | $431k | 9.6k | 44.67 | |
Perrigo Company | 0.0 | $381k | 3.9k | 97.19 | |
Starwood Hotels & Resorts Worldwide | 0.0 | $369k | 7.7k | 47.93 | |
NetLogic Microsystems | 0.0 | $413k | 8.3k | 49.52 | |
Integrys Energy | 0.0 | $432k | 8.0k | 54.14 | |
HCP | 0.0 | $376k | 9.1k | 41.48 | |
Taubman Centers | 0.0 | $466k | 7.5k | 62.13 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $399k | 7.2k | 55.78 | |
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) | 0.0 | $397k | 18k | 21.87 | |
iShares S&P 100 Index (OEF) | 0.0 | $451k | 7.9k | 57.05 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $398k | 6.9k | 57.87 | |
Pimco Commodity Rr Strat-ins (PCRIX) | 0.0 | $364k | 56k | 6.54 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $427k | 7.4k | 57.92 | |
Fidelity Puritan Fund (FPURX) | 0.0 | $380k | 22k | 17.71 | |
Schwab Total Stock Mrkt Ind-se (SWTSX) | 0.0 | $384k | 17k | 22.62 | |
Vanguard Wellington (VWENX) | 0.0 | $379k | 7.0k | 54.14 | |
Liberty Media Corp lcpad | 0.0 | $378k | 4.8k | 78.03 | |
Time Warner Cable | 0.0 | $273k | 4.3k | 63.65 | |
Ansys (ANSS) | 0.0 | $287k | 5.0k | 57.34 | |
Starwood Property Trust (STWD) | 0.0 | $283k | 15k | 18.48 | |
Ameriprise Financial (AMP) | 0.0 | $333k | 6.7k | 49.58 | |
Affiliated Managers (AMG) | 0.0 | $328k | 3.4k | 95.96 | |
AGL Resources | 0.0 | $276k | 6.5k | 42.25 | |
Carnival Corporation (CCL) | 0.0 | $332k | 10k | 32.63 | |
Coach | 0.0 | $293k | 4.8k | 61.14 | |
Copart (CPRT) | 0.0 | $226k | 4.7k | 47.98 | |
Franklin Resources (BEN) | 0.0 | $279k | 2.9k | 96.21 | |
Stanley Black & Decker (SWK) | 0.0 | $344k | 5.1k | 67.65 | |
Johnson Controls | 0.0 | $295k | 9.4k | 31.31 | |
Hanesbrands (HBI) | 0.0 | $295k | 14k | 21.85 | |
Diageo (DEO) | 0.0 | $339k | 3.9k | 87.48 | |
Intuitive Surgical (ISRG) | 0.0 | $278k | 600.00 | 463.33 | |
Liberty Global | 0.0 | $266k | 6.5k | 41.01 | |
Liberty Global | 0.0 | $257k | 6.5k | 39.49 | |
Royal Dutch Shell | 0.0 | $228k | 3.0k | 76.00 | |
Washington Post Company | 0.0 | $298k | 792.00 | 376.26 | |
Clorox Company (CLX) | 0.0 | $232k | 3.5k | 66.44 | |
Markel Corporation (MKL) | 0.0 | $299k | 721.00 | 414.70 | |
Vornado Realty Trust (VNO) | 0.0 | $246k | 3.2k | 76.85 | |
Westar Energy | 0.0 | $219k | 7.6k | 28.82 | |
Bce (BCE) | 0.0 | $272k | 6.5k | 41.70 | |
Sempra Energy (SRE) | 0.0 | $237k | 4.3k | 55.12 | |
Ventas (VTR) | 0.0 | $301k | 5.5k | 55.07 | |
H.J. Heinz Company | 0.0 | $241k | 4.5k | 54.05 | |
Energy Select Sector SPDR (XLE) | 0.0 | $354k | 5.1k | 69.17 | |
Mead Johnson Nutrition | 0.0 | $232k | 3.4k | 68.62 | |
Actuant Corporation | 0.0 | $267k | 12k | 22.66 | |
Plains All American Pipeline (PAA) | 0.0 | $284k | 3.9k | 73.50 | |
SPX Corporation | 0.0 | $297k | 4.9k | 60.24 | |
Steiner Leisure Ltd Com Stk | 0.0 | $243k | 5.4k | 45.38 | |
ViroPharma Incorporated | 0.0 | $333k | 12k | 27.35 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $318k | 2.8k | 113.94 | |
Materials SPDR (XLB) | 0.0 | $221k | 6.6k | 33.48 | |
EQT Corporation (EQT) | 0.0 | $269k | 4.9k | 54.81 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.0 | $302k | 12k | 25.81 | |
Boston Properties (BXP) | 0.0 | $343k | 3.4k | 99.54 | |
Oneok (OKE) | 0.0 | $260k | 3.0k | 86.81 | |
Dodge & Cox Stk Fd Com mutual funds | 0.0 | $334k | 3.3k | 101.67 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $251k | 3.6k | 69.72 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $280k | 4.0k | 69.83 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $307k | 3.7k | 83.54 | |
Vanguard Inflation Protected Iv (VIPSX) | 0.0 | $243k | 17k | 14.11 | |
ETFS Gold Trust | 0.0 | $248k | 1.6k | 155.00 | |
T. Rowe Price Growth Stock Fun (PRGFX) | 0.0 | $342k | 11k | 31.79 | |
Vanguard World Fund mutual funds (VWIGX) | 0.0 | $312k | 19k | 16.33 | |
Pimco Total Return Fund Instl mf-s (PTTRX) | 0.0 | $268k | 25k | 10.86 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.0 | $304k | 5.8k | 52.72 | |
Vanguard 500 Index Fd Sign | 0.0 | $328k | 3.4k | 95.74 | |
Baron Asset Fund (BARAX) | 0.0 | $248k | 5.4k | 45.72 | |
Amer Fds New Perspective A (ANWPX) | 0.0 | $278k | 11k | 26.15 | |
Vanguard Prime Cap Adm. (VPMAX) | 0.0 | $355k | 5.6k | 63.96 | |
Fundamental Invs Inc cl f2 (FINFX) | 0.0 | $214k | 6.0k | 35.38 | |
First Eagle Us Value Fd Cl A mutual funds (FEVAX) | 0.0 | $250k | 15k | 16.67 | |
California Inv Tr-s&p Midcap I | 0.0 | $318k | 15k | 20.89 | |
Fidelity Spartan Intl Index Iv | 0.0 | $238k | 8.0k | 29.76 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $262k | 6.3k | 41.75 | |
Keeley Mid Cap Value | 0.0 | $233k | 24k | 9.67 | |
Price T Rowe Tax Free Inc Bond (PRTAX) | 0.0 | $217k | 21k | 10.13 | |
Thornbugr Inv Inc Bld (TIBAX) | 0.0 | $231k | 13k | 17.95 | |
Vanguard Inflat Protect Sec Ad (VAIPX) | 0.0 | $237k | 8.5k | 27.76 | |
Templeton Global Bond Fund Cl mf (TPINX) | 0.0 | $261k | 21k | 12.42 | |
Beam | 0.0 | $273k | 5.3k | 51.20 | |
Annaly Capital Management | 0.0 | $161k | 10k | 15.99 | |
Lincoln National Corporation (LNC) | 0.0 | $156k | 8.0k | 19.44 | |
Via | 0.0 | $206k | 4.5k | 45.47 | |
Norfolk Southern (NSC) | 0.0 | $180k | 2.5k | 72.70 | |
Hospira | 0.0 | $140k | 4.6k | 30.37 | |
Medco Health Solutions | 0.0 | $86k | 1.5k | 55.63 | |
Apache Corporation | 0.0 | $155k | 1.7k | 90.64 | |
PPG Industries (PPG) | 0.0 | $209k | 2.5k | 83.60 | |
McGraw-Hill Companies | 0.0 | $166k | 3.7k | 44.86 | |
CVS Caremark Corporation (CVS) | 0.0 | $159k | 3.9k | 40.81 | |
UnitedHealth (UNH) | 0.0 | $192k | 3.8k | 50.57 | |
General Dynamics Corporation (GD) | 0.0 | $179k | 2.7k | 66.49 | |
Visa (V) | 0.0 | $81k | 800.00 | 101.25 | |
Advance Auto Parts (AAP) | 0.0 | $195k | 2.8k | 69.64 | |
Discovery Communications | 0.0 | $111k | 2.9k | 37.85 | |
Marvell Technology Group | 0.0 | $196k | 14k | 13.85 | |
Rogers Communications -cl B (RCI) | 0.0 | $205k | 5.3k | 38.59 | |
iShares MSCI Japan Index | 0.0 | $116k | 13k | 9.14 | |
Littelfuse (LFUS) | 0.0 | $118k | 2.8k | 42.91 | |
DTE Energy Company (DTE) | 0.0 | $165k | 3.0k | 54.46 | |
Alliant Energy Corporation (LNT) | 0.0 | $183k | 4.2k | 44.10 | |
MVC Capital | 0.0 | $154k | 13k | 11.62 | |
ISIS Pharmaceuticals | 0.0 | $198k | 28k | 7.20 | |
Lululemon Athletica (LULU) | 0.0 | $79k | 1.7k | 46.47 | |
Equity Lifestyle Properties (ELS) | 0.0 | $213k | 3.2k | 66.81 | |
F5 Networks (FFIV) | 0.0 | $180k | 1.7k | 105.88 | |
St. Jude Medical | 0.0 | $205k | 6.0k | 34.29 | |
Magellan Midstream Partners | 0.0 | $207k | 3.0k | 69.00 | |
Scripps Networks Interactive | 0.0 | $122k | 2.9k | 42.42 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.0 | $106k | 11k | 10.03 | |
Vanguard Small Cap Index Fund mut | 0.0 | $76k | 2.3k | 33.41 | |
TWEEDY BROWNE AMERICAN Value Fund fund | 0.0 | $124k | 6.9k | 17.90 | |
Midas | 0.0 | $150k | 17k | 8.60 | |
CBOE Holdings (CBOE) | 0.0 | $203k | 7.8k | 25.87 | |
Financial Select Sector SPDR (XLF) | 0.0 | $102k | 7.8k | 13.02 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $151k | 4.9k | 30.53 | |
Hussman Invt Tr Strategic Grw mutual funds (HSGFX) | 0.0 | $139k | 11k | 12.46 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $176k | 2.5k | 71.75 | |
DNP Select Income Fund (DNP) | 0.0 | $157k | 14k | 10.91 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $120k | 1.0k | 116.28 | |
Vanguard Admiral Shares Taxable (VFSUX) | 0.0 | $213k | 20k | 10.65 | |
Horizon Ban (HBNC) | 0.0 | $195k | 11k | 17.32 | |
Oakmark Int'l (OAKIX) | 0.0 | $189k | 11k | 16.59 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.0 | $87k | 3.5k | 24.55 | |
Fidelity Intermediate Municipa (FLTMX) | 0.0 | $73k | 7.0k | 10.43 | |
Fidelity Municipal Income Fund (FHIGX) | 0.0 | $157k | 12k | 13.02 | |
American Gwth Fd Of Amer F2 (GFFFX) | 0.0 | $210k | 7.3k | 28.76 | |
Fidelity Contra (FCNTX) | 0.0 | $91k | 1.4k | 67.11 | |
Covidien | 0.0 | $176k | 3.9k | 44.91 | |
Fidelity Equity Income Fd mutual funds (FEQIX) | 0.0 | $191k | 4.6k | 41.25 | |
Vanguard Windsor Fund Admiral (VWNEX) | 0.0 | $207k | 4.8k | 42.97 | |
Fidelity Fund (FFIDX) | 0.0 | $142k | 4.6k | 31.08 | |
Fidelity Value Fund (FDVLX) | 0.0 | $207k | 3.3k | 63.48 | |
Janus Fund | 0.0 | $189k | 6.9k | 27.30 | |
Nuveen H/y Muni Bd (NHMRX) | 0.0 | $185k | 12k | 15.10 | |
Pioneer High Income Muni Fd - | 0.0 | $77k | 11k | 7.08 | |
T Rowe Price High Yield (PRHYX) | 0.0 | $109k | 17k | 6.47 | |
Wells Fargo Adv Inc Pl | 0.0 | $126k | 10k | 12.16 | |
Amer T/e Bond | 0.0 | $137k | 11k | 12.51 | |
Fidelity Balanced (FBALX) | 0.0 | $168k | 9.3k | 18.14 | |
Goldman Sachs (GS) | 0.0 | $34k | 375.00 | 90.67 | |
Republic Services (RSG) | 0.0 | $22k | 813.00 | 27.06 | |
CBS Corporation | 0.0 | $3.0k | 110.00 | 27.27 | |
International Game Technology | 0.0 | $56k | 3.3k | 17.23 | |
Mattel (MAT) | 0.0 | $23k | 832.00 | 27.64 | |
SYSCO Corporation (SYY) | 0.0 | $67k | 2.3k | 29.45 | |
AFLAC Incorporated (AFL) | 0.0 | $13k | 300.00 | 43.33 | |
Tellabs | 0.0 | $8.0k | 2.0k | 3.91 | |
Mohawk Industries (MHK) | 0.0 | $1.0k | 11.00 | 90.91 | |
Interpublic Group of Companies (IPG) | 0.0 | $11k | 1.1k | 9.74 | |
Omnicare | 0.0 | $334.900000 | 10.00 | 33.49 | |
Raytheon Company | 0.0 | $20k | 412.00 | 48.54 | |
McKesson Corporation (MCK) | 0.0 | $54k | 690.00 | 78.26 | |
Total (TTE) | 0.0 | $3.0k | 54.00 | 55.56 | |
Dell | 0.0 | $23k | 1.6k | 14.38 | |
Accenture (ACN) | 0.0 | $32k | 600.00 | 53.33 | |
Marriott International (MAR) | 0.0 | $12k | 403.00 | 29.78 | |
Frontier Communications | 0.0 | $48k | 9.2k | 5.19 | |
Quicksilver Resources | 0.0 | $204.240000 | 37.00 | 5.52 | |
J.M. Smucker Company (SJM) | 0.0 | $6.0k | 76.00 | 78.95 | |
Epl Technologies | 0.0 | $0 | 41k | 0.00 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $11k | 180.00 | 61.11 | |
Unilever (UL) | 0.0 | $49k | 1.5k | 33.20 | |
Ladenburg Thalmann Financial Services | 0.0 | $50k | 20k | 2.50 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $22k | 419.00 | 52.51 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $19k | 585.00 | 32.48 | |
CoBiz Financial | 0.0 | $13k | 2.2k | 5.91 | |
Arcadia Resources | 0.0 | $2.2k | 110k | 0.02 | |
Alpine Dynamic Dvd Fund | 0.0 | $70k | 20k | 3.59 | |
Pimco Funds Total Return Incom | 0.0 | $24k | 2.2k | 11.09 | |
Viaspace (VSPC) | 0.0 | $700.000000 | 70k | 0.01 | |
Applied Nanotech Holdings (APNT) | 0.0 | $3.0k | 12k | 0.25 | |
Defentect Group Inc C ommon (DFTC) | 0.0 | $0 | 23k | 0.00 | |
CopyTele (COPY) | 0.0 | $1.0k | 10k | 0.10 | |
Versus Technology (VSTI) | 0.0 | $2.8k | 70k | 0.04 | |
Franklin Cust Fds Incm Fd Cl A (FKINX) | 0.0 | $29k | 14k | 2.11 | |
Te Connectivity Ltd for (TEL) | 0.0 | $4.0k | 116.00 | 34.48 | |
T. Rowe Price Intl (PRITX) | 0.0 | $32k | 2.6k | 12.11 | |
Washington Mut Invs (AWSHX) | 0.0 | $31k | 1.1k | 28.57 | |
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 | $58k | 90k | 0.64 | |
Options Media Group Hldgs (OPMG) | 0.0 | $2.0k | 200k | 0.01 | |
Columbia Mid Cap Value Fd A | 0.0 | $9.0k | 676.00 | 13.31 | |
Fidelity Equity Income Ii Fund (FEQTX) | 0.0 | $8.0k | 451.00 | 17.74 | |
Fidelity Growth & Income (FGRIX) | 0.0 | $17k | 945.00 | 17.99 | |
Fidelity Growth Company (FDGRX) | 0.0 | $17k | 213.00 | 79.81 | |
Vanguard Small Cap Index Signa | 0.0 | $22k | 724.00 | 30.39 | |
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 | 480.00 | 10.42 | |
Rowe T Price Mid Cp Val (TRMCX) | 0.0 | $8.0k | 371.00 | 21.56 |