Gofen & Glossberg as of June 30, 2012
Portfolio Holdings for Gofen & Glossberg
Gofen & Glossberg holds 468 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
International Business Machines (IBM) | 4.7 | $74M | 376k | 195.58 | |
Exxon Mobil Corporation (XOM) | 3.7 | $58M | 680k | 85.57 | |
Procter & Gamble Company (PG) | 3.5 | $54M | 882k | 61.25 | |
Johnson & Johnson (JNJ) | 2.7 | $42M | 619k | 67.56 | |
McDonald's Corporation (MCD) | 2.5 | $39M | 435k | 88.53 | |
General Electric Company | 2.3 | $35M | 1.7M | 20.84 | |
Qualcomm (QCOM) | 2.2 | $34M | 612k | 55.68 | |
Microsoft Corporation (MSFT) | 2.2 | $34M | 1.1M | 30.59 | |
Pepsi (PEP) | 2.1 | $33M | 462k | 70.66 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $30M | 849k | 35.73 | |
American Express Company (AXP) | 1.8 | $29M | 492k | 58.21 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.8 | $27M | 456k | 59.75 | |
Schlumberger (SLB) | 1.6 | $26M | 393k | 64.91 | |
United Technologies Corporation | 1.6 | $25M | 333k | 75.53 | |
Coca-Cola Company (KO) | 1.4 | $22M | 282k | 78.19 | |
Chevron Corporation (CVX) | 1.4 | $22M | 207k | 105.50 | |
Thermo Fisher Scientific (TMO) | 1.3 | $21M | 402k | 51.91 | |
Teva Pharmaceutical Industries (TEVA) | 1.3 | $20M | 516k | 39.44 | |
Abbott Laboratories (ABT) | 1.2 | $19M | 293k | 64.47 | |
Walt Disney Company (DIS) | 1.2 | $19M | 391k | 48.50 | |
Comcast Corporation | 1.2 | $19M | 590k | 31.40 | |
Celgene Corporation | 1.2 | $19M | 288k | 64.16 | |
Caterpillar (CAT) | 1.1 | $18M | 209k | 84.91 | |
Vodafone | 1.1 | $17M | 598k | 28.18 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.0 | $16M | 413k | 39.14 | |
Starbucks Corporation (SBUX) | 1.0 | $15M | 281k | 53.32 | |
Novartis (NVS) | 0.9 | $14M | 255k | 55.90 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $14M | 102k | 136.11 | |
National Grid | 0.9 | $14M | 261k | 52.99 | |
Honeywell International (HON) | 0.9 | $13M | 239k | 55.84 | |
Target Corporation (TGT) | 0.9 | $13M | 230k | 58.19 | |
Philip Morris International (PM) | 0.8 | $13M | 151k | 87.26 | |
Ecolab (ECL) | 0.8 | $13M | 191k | 68.53 | |
E.I. du Pont de Nemours & Company | 0.8 | $13M | 254k | 50.57 | |
National-Oilwell Var | 0.8 | $13M | 197k | 64.44 | |
Apple (AAPL) | 0.8 | $12M | 20k | 583.98 | |
3M Company (MMM) | 0.7 | $12M | 128k | 89.60 | |
MetLife (MET) | 0.7 | $12M | 375k | 30.85 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $11M | 227k | 49.96 | |
McCormick & Company, Incorporated (MKC) | 0.7 | $11M | 188k | 60.65 | |
Unilever | 0.7 | $11M | 333k | 33.35 | |
0.7 | $11M | 19k | 580.07 | ||
At&t (T) | 0.7 | $10M | 290k | 35.66 | |
Berkshire Hathaway (BRK.B) | 0.7 | $10M | 123k | 83.33 | |
Boeing Company (BA) | 0.7 | $10M | 137k | 74.30 | |
Colgate-Palmolive Company (CL) | 0.6 | $9.9M | 95k | 104.10 | |
Costco Wholesale Corporation (COST) | 0.6 | $9.8M | 103k | 94.99 | |
Deere & Company (DE) | 0.6 | $9.8M | 122k | 80.87 | |
Allergan | 0.6 | $9.5M | 103k | 92.57 | |
Merck & Co (MRK) | 0.6 | $9.4M | 226k | 41.75 | |
Northern Trust Corporation (NTRS) | 0.6 | $8.9M | 194k | 46.02 | |
Kraft Foods | 0.6 | $8.9M | 231k | 38.62 | |
Pfizer (PFE) | 0.6 | $8.7M | 380k | 23.00 | |
Wells Fargo & Company (WFC) | 0.6 | $8.7M | 261k | 33.44 | |
W.W. Grainger (GWW) | 0.6 | $8.5M | 44k | 191.25 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $8.6M | 214k | 39.93 | |
Intel Corporation (INTC) | 0.5 | $8.4M | 315k | 26.65 | |
Southwestern Energy Company | 0.5 | $8.2M | 258k | 31.93 | |
Verizon Communications (VZ) | 0.5 | $8.1M | 183k | 44.44 | |
Danaher Corporation (DHR) | 0.5 | $8.1M | 155k | 52.08 | |
Gilead Sciences (GILD) | 0.5 | $7.8M | 152k | 51.28 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $7.7M | 92k | 83.77 | |
Walgreen Company | 0.5 | $7.7M | 260k | 29.58 | |
Monsanto Company | 0.5 | $7.3M | 89k | 82.78 | |
Nike (NKE) | 0.5 | $7.3M | 83k | 87.78 | |
Travelers Companies (TRV) | 0.5 | $7.1M | 111k | 63.84 | |
Lockheed Martin Corporation (LMT) | 0.5 | $7.1M | 82k | 87.08 | |
Emerson Electric (EMR) | 0.5 | $6.9M | 149k | 46.58 | |
Fiserv (FI) | 0.5 | $7.0M | 98k | 72.22 | |
Cisco Systems (CSCO) | 0.4 | $6.9M | 402k | 17.17 | |
Oracle Corporation (ORCL) | 0.4 | $6.5M | 219k | 29.70 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $6.5M | 38k | 171.30 | |
Luxottica Group S.p.A. | 0.4 | $6.2M | 178k | 34.93 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $6.0M | 82k | 73.27 | |
Hologic Inc frnt 2.000%12/1 | 0.3 | $5.4M | 5.5M | 0.98 | |
Cummins (CMI) | 0.3 | $5.3M | 55k | 96.91 | |
Public Storage (PSA) | 0.3 | $5.3M | 37k | 144.42 | |
BB&T Corporation | 0.3 | $5.2M | 170k | 30.85 | |
EMC Corporation | 0.3 | $5.3M | 208k | 25.63 | |
Tiffany & Co. | 0.3 | $4.9M | 93k | 52.95 | |
Vanguard Gnma Fd - Adm (VFIJX) | 0.3 | $4.9M | 444k | 11.05 | |
Yum! Brands (YUM) | 0.3 | $4.8M | 74k | 64.42 | |
Chubb Corporation | 0.3 | $4.7M | 64k | 72.82 | |
Home Depot (HD) | 0.3 | $4.6M | 87k | 52.98 | |
Altria (MO) | 0.3 | $4.6M | 134k | 34.55 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $4.7M | 44k | 105.36 | |
America Movil Sab De Cv spon adr l | 0.3 | $4.1M | 159k | 26.06 | |
Waste Management (WM) | 0.3 | $4.2M | 125k | 33.40 | |
Berkshire Hathaway (BRK.A) | 0.3 | $4.1M | 33.00 | 124939.39 | |
Royal Dutch Shell | 0.3 | $4.2M | 63k | 67.43 | |
Comcast Corporation (CMCSA) | 0.3 | $4.0M | 127k | 31.97 | |
Kite Realty Group Trust | 0.2 | $3.9M | 782k | 4.99 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $3.6M | 164k | 21.95 | |
PPL Corporation (PPL) | 0.2 | $3.6M | 128k | 27.81 | |
iShares Russell 2000 Index (IWM) | 0.2 | $3.5M | 44k | 79.56 | |
Columbia Acorn Fund Z (ACRNX) | 0.2 | $3.6M | 120k | 29.74 | |
Prudential Financial (PRU) | 0.2 | $3.4M | 71k | 48.43 | |
IntercontinentalEx.. | 0.2 | $3.4M | 25k | 135.96 | |
Praxair | 0.2 | $3.3M | 30k | 108.74 | |
IDEX Corporation (IEX) | 0.2 | $3.3M | 85k | 38.98 | |
Dominion Resources (D) | 0.2 | $3.0M | 56k | 53.99 | |
Murphy Oil Corporation (MUR) | 0.2 | $2.9M | 58k | 50.30 | |
BHP Billiton (BHP) | 0.2 | $3.0M | 46k | 65.29 | |
T Rowe Price S/t Bond (PRWBX) | 0.2 | $3.0M | 623k | 4.84 | |
U.S. Bancorp (USB) | 0.2 | $2.8M | 87k | 32.16 | |
Wal-Mart Stores (WMT) | 0.2 | $2.9M | 41k | 69.71 | |
Syngenta | 0.2 | $2.9M | 42k | 68.45 | |
SPDR Gold Trust (GLD) | 0.2 | $2.8M | 18k | 155.20 | |
Newell Financial Trust I Cvt P convert | 0.2 | $2.7M | 54k | 50.25 | |
HSBC Holdings (HSBC) | 0.2 | $2.6M | 59k | 44.12 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $2.6M | 28k | 91.27 | |
AGL Resources | 0.2 | $2.5M | 63k | 38.76 | |
United Parcel Service (UPS) | 0.2 | $2.5M | 32k | 78.76 | |
ConocoPhillips (COP) | 0.2 | $2.5M | 44k | 55.88 | |
Directv | 0.2 | $2.5M | 50k | 48.83 | |
Aptar (ATR) | 0.2 | $2.6M | 50k | 51.05 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $2.5M | 27k | 94.18 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $2.4M | 44k | 56.20 | |
Paychex (PAYX) | 0.1 | $2.3M | 74k | 31.41 | |
Union Pacific Corporation (UNP) | 0.1 | $2.3M | 19k | 119.32 | |
Analog Devices (ADI) | 0.1 | $2.4M | 63k | 37.68 | |
Estee Lauder Companies (EL) | 0.1 | $2.3M | 43k | 54.12 | |
BP (BP) | 0.1 | $2.2M | 54k | 40.54 | |
MB Financial | 0.1 | $2.2M | 102k | 21.54 | |
NYSE Euronext | 0.1 | $2.1M | 84k | 25.58 | |
Texas Instruments Incorporated (TXN) | 0.1 | $2.2M | 78k | 28.69 | |
Corporate Office Properties Trust (CDP) | 0.1 | $2.1M | 91k | 23.51 | |
Kinder Morgan Energy Partners | 0.1 | $2.2M | 28k | 78.58 | |
iShares MSCI Brazil Index (EWZ) | 0.1 | $2.2M | 42k | 51.69 | |
Vanguard Gnma -inv (VFIIX) | 0.1 | $2.2M | 200k | 11.05 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $2.0M | 38k | 52.61 | |
American Tower Reit (AMT) | 0.1 | $2.1M | 30k | 69.91 | |
Amgen (AMGN) | 0.1 | $1.9M | 26k | 72.92 | |
iShares S&P 500 Index (IVV) | 0.1 | $1.9M | 14k | 136.73 | |
Hershey Company (HSY) | 0.1 | $1.8M | 25k | 72.02 | |
Western Union Company (WU) | 0.1 | $1.7M | 102k | 16.84 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $1.7M | 86k | 19.67 | |
Wisconsin Energy Corporation | 0.1 | $1.7M | 42k | 39.57 | |
Lazard Ltd-cl A shs a | 0.1 | $1.7M | 64k | 26.00 | |
Energy Transfer Partners | 0.1 | $1.8M | 40k | 44.18 | |
Plum Creek Timber | 0.1 | $1.6M | 40k | 39.71 | |
Allstate Corporation (ALL) | 0.1 | $1.5M | 43k | 35.10 | |
eBay (EBAY) | 0.1 | $1.5M | 37k | 42.01 | |
Illinois Tool Works (ITW) | 0.1 | $1.5M | 28k | 52.88 | |
Simon Property (SPG) | 0.1 | $1.6M | 10k | 155.66 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.5M | 18k | 81.63 | |
Fidelity Spartan 500 Index Fun | 0.1 | $1.5M | 32k | 48.54 | |
Keeley Small Cap Value Fund | 0.1 | $1.5M | 62k | 24.77 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | 43k | 32.38 | |
Automatic Data Processing (ADP) | 0.1 | $1.4M | 24k | 55.67 | |
Stryker Corporation (SYK) | 0.1 | $1.3M | 24k | 55.08 | |
Staples | 0.1 | $1.3M | 102k | 13.05 | |
Oneok Partners | 0.1 | $1.3M | 25k | 53.76 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 100k | 12.93 | |
PNC Financial Services (PNC) | 0.1 | $1.2M | 20k | 61.13 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.2M | 29k | 42.90 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.2M | 33k | 35.96 | |
Enterprise Products Partners (EPD) | 0.1 | $1.2M | 24k | 51.22 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.3M | 16k | 81.40 | |
Williams-Sonoma (WSM) | 0.1 | $1.1M | 32k | 34.98 | |
GlaxoSmithKline | 0.1 | $1.0M | 23k | 45.56 | |
Exelon Corporation (EXC) | 0.1 | $1.1M | 29k | 37.63 | |
Amazon (AMZN) | 0.1 | $1.2M | 5.0k | 228.36 | |
Entergy Corporation (ETR) | 0.1 | $1.1M | 16k | 67.90 | |
Eni S.p.A. (E) | 0.1 | $1.1M | 25k | 42.50 | |
Ametek (AME) | 0.1 | $1.1M | 23k | 49.90 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.0M | 28k | 36.15 | |
Columbia Acorn Intl Fd Z (ACINX) | 0.1 | $1.2M | 31k | 37.10 | |
Cme (CME) | 0.1 | $909k | 3.4k | 268.22 | |
Sherwin-Williams Company (SHW) | 0.1 | $859k | 6.5k | 132.28 | |
Weyerhaeuser Company (WY) | 0.1 | $933k | 42k | 22.37 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $1.0M | 12k | 84.34 | |
Aon Corporation | 0.1 | $827k | 18k | 46.76 | |
Baxter International (BAX) | 0.1 | $728k | 14k | 53.18 | |
Bed Bath & Beyond | 0.1 | $799k | 13k | 61.79 | |
Northrop Grumman Corporation (NOC) | 0.1 | $700k | 11k | 63.76 | |
Mylan | 0.1 | $765k | 36k | 21.38 | |
Telefonica (TEF) | 0.1 | $804k | 61k | 13.09 | |
Southern Company (SO) | 0.1 | $708k | 15k | 46.31 | |
Siemens (SIEGY) | 0.1 | $804k | 9.6k | 84.12 | |
Central Fd Cda Ltd cl a | 0.1 | $760k | 38k | 19.79 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $849k | 21k | 40.99 | |
iShares MSCI Canada Index (EWC) | 0.1 | $842k | 33k | 25.85 | |
Fidelity Concord Str Sp 500 Id | 0.1 | $839k | 17k | 48.53 | |
Great Plains Energy Incorporated | 0.0 | $692k | 32k | 21.42 | |
Duke Energy Corporation | 0.0 | $605k | 26k | 23.05 | |
Cardinal Health (CAH) | 0.0 | $582k | 14k | 41.97 | |
Coach | 0.0 | $674k | 12k | 58.52 | |
Dun & Bradstreet Corporation | 0.0 | $575k | 8.1k | 71.16 | |
Nordstrom (JWN) | 0.0 | $592k | 12k | 49.67 | |
Ross Stores (ROST) | 0.0 | $550k | 8.8k | 62.50 | |
Newell Rubbermaid (NWL) | 0.0 | $680k | 38k | 18.15 | |
General Mills (GIS) | 0.0 | $648k | 17k | 38.52 | |
Hewlett-Packard Company | 0.0 | $698k | 35k | 20.10 | |
Liberty Media | 0.0 | $638k | 36k | 17.77 | |
Macy's (M) | 0.0 | $588k | 17k | 34.33 | |
Nextera Energy (NEE) | 0.0 | $596k | 8.7k | 68.79 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $594k | 6.9k | 85.76 | |
Sigma-Aldrich Corporation | 0.0 | $695k | 9.4k | 73.94 | |
Stericycle (SRCL) | 0.0 | $612k | 6.7k | 91.62 | |
Markel Corporation (MKL) | 0.0 | $557k | 1.3k | 441.71 | |
Msci (MSCI) | 0.0 | $686k | 20k | 34.00 | |
Dover Corporation (DOV) | 0.0 | $643k | 12k | 53.58 | |
NuStar Energy | 0.0 | $577k | 11k | 53.93 | |
Kansas City Southern | 0.0 | $636k | 9.2k | 69.51 | |
RBC Bearings Incorporated (RBC) | 0.0 | $647k | 14k | 47.31 | |
Taubman Centers | 0.0 | $579k | 7.5k | 77.20 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $638k | 5.4k | 117.54 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $616k | 5.9k | 104.64 | |
Central Gold-Trust | 0.0 | $556k | 9.2k | 60.43 | |
Dreyfus Muni Bond | 0.0 | $619k | 53k | 11.74 | |
Janus Short-term Bond J (JASBX) | 0.0 | $558k | 181k | 3.09 | |
Fidelity Puritan Fund (FPURX) | 0.0 | $547k | 29k | 19.02 | |
Prologis (PLD) | 0.0 | $585k | 18k | 33.23 | |
Franklin High Yield Tf Inc mf | 0.0 | $627k | 58k | 10.74 | |
Express Scripts Holding | 0.0 | $593k | 11k | 55.86 | |
Time Warner Cable | 0.0 | $405k | 4.9k | 82.02 | |
Time Warner | 0.0 | $506k | 13k | 38.48 | |
Bank of America Corporation (BAC) | 0.0 | $463k | 57k | 8.17 | |
Consolidated Edison (ED) | 0.0 | $438k | 7.0k | 62.14 | |
Hologic (HOLX) | 0.0 | $524k | 29k | 18.05 | |
Kohl's Corporation (KSS) | 0.0 | $483k | 11k | 45.48 | |
T. Rowe Price (TROW) | 0.0 | $476k | 7.6k | 63.01 | |
Dow Chemical Company | 0.0 | $424k | 13k | 31.53 | |
Medtronic | 0.0 | $466k | 12k | 38.75 | |
Progress Energy | 0.0 | $432k | 7.2k | 60.23 | |
Campbell Soup Company (CPB) | 0.0 | $441k | 13k | 33.41 | |
Becton, Dickinson and (BDX) | 0.0 | $394k | 5.3k | 74.71 | |
CIGNA Corporation | 0.0 | $541k | 12k | 43.98 | |
Diageo (DEO) | 0.0 | $399k | 3.9k | 102.97 | |
Lowe's Companies (LOW) | 0.0 | $524k | 18k | 28.43 | |
Zimmer Holdings (ZBH) | 0.0 | $403k | 6.3k | 64.35 | |
Energy Select Sector SPDR (XLE) | 0.0 | $504k | 7.6k | 66.38 | |
Perrigo Company | 0.0 | $511k | 4.3k | 117.88 | |
Starwood Hotels & Resorts Worldwide | 0.0 | $471k | 8.9k | 53.02 | |
HCP | 0.0 | $400k | 9.1k | 44.13 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $459k | 7.2k | 64.17 | |
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) | 0.0 | $425k | 18k | 23.41 | |
iShares S&P 100 Index (OEF) | 0.0 | $484k | 7.8k | 62.41 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $416k | 6.7k | 62.30 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $492k | 4.5k | 109.33 | |
PowerShares Preferred Portfolio | 0.0 | $484k | 33k | 14.52 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $425k | 7.2k | 58.85 | |
Doubleline Total Return Bd (DLTNX) | 0.0 | $484k | 43k | 11.19 | |
Schwab Total Stock Mrkt Ind-se (SWTSX) | 0.0 | $407k | 17k | 24.14 | |
Vanguard Wellington (VWENX) | 0.0 | $398k | 7.0k | 56.86 | |
Liberty Media Corp lcpad | 0.0 | $426k | 4.8k | 87.94 | |
Ansys (ANSS) | 0.0 | $316k | 5.0k | 63.14 | |
Corning Incorporated (GLW) | 0.0 | $309k | 24k | 12.91 | |
Progressive Corporation (PGR) | 0.0 | $255k | 12k | 20.82 | |
Starwood Property Trust (STWD) | 0.0 | $340k | 16k | 21.31 | |
Ameriprise Financial (AMP) | 0.0 | $354k | 6.8k | 52.27 | |
Affiliated Managers (AMG) | 0.0 | $352k | 3.2k | 109.38 | |
Via | 0.0 | $282k | 6.0k | 46.98 | |
FirstEnergy (FE) | 0.0 | $237k | 4.8k | 49.10 | |
Franklin Resources (BEN) | 0.0 | $311k | 2.8k | 111.07 | |
PPG Industries (PPG) | 0.0 | $265k | 2.5k | 106.00 | |
Spectra Energy | 0.0 | $362k | 12k | 29.08 | |
Stanley Black & Decker (SWK) | 0.0 | $347k | 5.4k | 64.38 | |
Teradata Corporation (TDC) | 0.0 | $244k | 3.4k | 72.13 | |
Hanesbrands (HBI) | 0.0 | $382k | 14k | 27.76 | |
Baker Hughes Incorporated | 0.0 | $269k | 6.5k | 41.14 | |
Intuitive Surgical (ISRG) | 0.0 | $332k | 600.00 | 553.33 | |
Liberty Global | 0.0 | $322k | 6.5k | 49.65 | |
Liberty Global | 0.0 | $311k | 6.5k | 47.79 | |
UnitedHealth (UNH) | 0.0 | $322k | 5.5k | 58.42 | |
EOG Resources (EOG) | 0.0 | $252k | 2.8k | 90.00 | |
Washington Post Company | 0.0 | $251k | 672.00 | 373.51 | |
Clorox Company (CLX) | 0.0 | $253k | 3.5k | 72.45 | |
Vornado Realty Trust (VNO) | 0.0 | $269k | 3.2k | 84.04 | |
Bce (BCE) | 0.0 | $269k | 6.5k | 41.24 | |
Sempra Energy (SRE) | 0.0 | $296k | 4.3k | 68.84 | |
Ventas (VTR) | 0.0 | $345k | 5.5k | 63.12 | |
H.J. Heinz Company | 0.0 | $341k | 6.3k | 54.42 | |
Mead Johnson Nutrition | 0.0 | $272k | 3.4k | 80.45 | |
Actuant Corporation | 0.0 | $320k | 12k | 27.16 | |
Plains All American Pipeline (PAA) | 0.0 | $312k | 3.9k | 80.75 | |
Polypore International | 0.0 | $278k | 6.9k | 40.41 | |
SPX Corporation | 0.0 | $327k | 5.0k | 65.27 | |
Steiner Leisure Ltd Com Stk | 0.0 | $255k | 5.5k | 46.41 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $325k | 2.8k | 116.45 | |
ISIS Pharmaceuticals | 0.0 | $335k | 28k | 11.99 | |
Integrys Energy | 0.0 | $386k | 6.8k | 56.94 | |
Technology SPDR (XLK) | 0.0 | $272k | 9.5k | 28.75 | |
EQT Corporation (EQT) | 0.0 | $263k | 4.9k | 53.59 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $338k | 5.3k | 63.30 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.0 | $328k | 12k | 27.80 | |
Boston Properties (BXP) | 0.0 | $363k | 3.3k | 108.49 | |
Oneok (OKE) | 0.0 | $253k | 6.0k | 42.24 | |
Dodge & Cox Stk Fd Com mutual funds | 0.0 | $363k | 3.3k | 110.40 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $309k | 4.1k | 76.01 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $298k | 4.0k | 74.31 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $310k | 3.7k | 84.35 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $307k | 7.0k | 43.86 | |
Vanguard Inflation Protected Iv (VIPSX) | 0.0 | $251k | 17k | 14.59 | |
CurrencyShares Australian Dollar Trust | 0.0 | $277k | 2.7k | 102.59 | |
ETFS Gold Trust | 0.0 | $253k | 1.6k | 158.12 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $325k | 11k | 30.09 | |
Horizon Ban (HBNC) | 0.0 | $296k | 11k | 26.29 | |
T. Rowe Price Growth Stock Fun (PRGFX) | 0.0 | $388k | 11k | 36.06 | |
Vanguard World Fund mutual funds (VWIGX) | 0.0 | $328k | 19k | 17.17 | |
Permanent Portfolio (PRPFX) | 0.0 | $267k | 5.7k | 47.09 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.0 | $327k | 5.8k | 56.71 | |
Vanguard 500 Index Fd Sign | 0.0 | $353k | 3.4k | 103.64 | |
Baron Asset Fund (BARAX) | 0.0 | $266k | 5.4k | 49.04 | |
Amer Fds New Perspective A (ANWPX) | 0.0 | $303k | 11k | 28.50 | |
Vanguard Prime Cap Adm. (VPMAX) | 0.0 | $379k | 5.6k | 68.29 | |
Covidien | 0.0 | $306k | 5.7k | 53.48 | |
Fundamental Invs Inc cl f2 (FINFX) | 0.0 | $244k | 6.4k | 37.85 | |
First Eagle Us Value Fd Cl A mutual funds (FEVAX) | 0.0 | $263k | 15k | 17.54 | |
Fidelity Spartan Intl Index Iv | 0.0 | $260k | 8.4k | 30.81 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $290k | 6.3k | 46.13 | |
Keeley Mid Cap Value | 0.0 | $251k | 24k | 10.41 | |
Vanguard Inflat Protect Sec Ad (VAIPX) | 0.0 | $245k | 8.5k | 28.70 | |
Templeton Global Bond Fund Cl mf (TPINX) | 0.0 | $276k | 22k | 12.83 | |
Beam | 0.0 | $333k | 5.3k | 62.45 | |
Shelton Funds - S&p Midcap Ind | 0.0 | $343k | 15k | 22.46 | |
Phillips 66 (PSX) | 0.0 | $350k | 11k | 33.24 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $170k | 2.8k | 60.18 | |
Annaly Capital Management | 0.0 | $185k | 11k | 16.82 | |
Goldman Sachs (GS) | 0.0 | $117k | 1.2k | 96.06 | |
Lincoln National Corporation (LNC) | 0.0 | $175k | 8.0k | 21.81 | |
Crown Castle International | 0.0 | $211k | 3.6k | 58.69 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $227k | 4.1k | 55.91 | |
Norfolk Southern (NSC) | 0.0 | $217k | 3.0k | 71.62 | |
Hospira | 0.0 | $161k | 4.6k | 34.92 | |
Apache Corporation | 0.0 | $149k | 1.7k | 88.17 | |
Copart (CPRT) | 0.0 | $223k | 9.4k | 23.67 | |
Leggett & Platt (LEG) | 0.0 | $152k | 7.2k | 21.11 | |
Noble Energy | 0.0 | $118k | 1.4k | 84.47 | |
McGraw-Hill Companies | 0.0 | $154k | 3.4k | 44.96 | |
Johnson Controls | 0.0 | $207k | 7.5k | 27.71 | |
Everest Re Group (EG) | 0.0 | $206k | 2.0k | 103.67 | |
CVS Caremark Corporation (CVS) | 0.0 | $173k | 3.7k | 46.62 | |
McKesson Corporation (MCK) | 0.0 | $126k | 1.3k | 94.03 | |
Royal Dutch Shell | 0.0 | $210k | 3.0k | 70.00 | |
Encana Corp | 0.0 | $90k | 4.3k | 20.87 | |
Ford Motor Company (F) | 0.0 | $130k | 14k | 9.60 | |
Whole Foods Market | 0.0 | $211k | 2.2k | 95.39 | |
Accenture (ACN) | 0.0 | $123k | 2.1k | 60.00 | |
General Dynamics Corporation (GD) | 0.0 | $125k | 1.9k | 66.07 | |
Visa (V) | 0.0 | $142k | 1.2k | 123.48 | |
Advance Auto Parts (AAP) | 0.0 | $191k | 2.8k | 68.21 | |
Discovery Communications | 0.0 | $147k | 2.9k | 50.12 | |
Discovery Communications | 0.0 | $158k | 2.9k | 53.87 | |
Westar Energy | 0.0 | $228k | 7.6k | 30.00 | |
Old Republic International Corporation (ORI) | 0.0 | $140k | 17k | 8.31 | |
Applied Materials (AMAT) | 0.0 | $163k | 14k | 11.48 | |
Precision Castparts | 0.0 | $191k | 1.2k | 164.66 | |
salesforce (CRM) | 0.0 | $214k | 1.5k | 138.24 | |
Wyndham Worldwide Corporation | 0.0 | $153k | 2.9k | 52.74 | |
Marvell Technology Group | 0.0 | $160k | 14k | 11.30 | |
iShares MSCI Japan Index | 0.0 | $104k | 11k | 9.38 | |
Littelfuse (LFUS) | 0.0 | $156k | 2.8k | 56.73 | |
Chipotle Mexican Grill (CMG) | 0.0 | $141k | 370.00 | 381.08 | |
DTE Energy Company (DTE) | 0.0 | $201k | 3.4k | 59.47 | |
Genesis Energy (GEL) | 0.0 | $201k | 6.9k | 29.13 | |
Alliant Energy Corporation (LNT) | 0.0 | $189k | 4.2k | 45.54 | |
MVC Capital | 0.0 | $172k | 13k | 12.98 | |
SCANA Corporation | 0.0 | $177k | 3.7k | 47.84 | |
Holly Energy Partners | 0.0 | $183k | 3.2k | 56.48 | |
Hexcel Corporation (HXL) | 0.0 | $222k | 8.6k | 25.81 | |
Lululemon Athletica (LULU) | 0.0 | $101k | 1.7k | 59.41 | |
Equity Lifestyle Properties (ELS) | 0.0 | $210k | 3.0k | 68.99 | |
F5 Networks (FFIV) | 0.0 | $224k | 2.2k | 99.78 | |
Realty Income (O) | 0.0 | $163k | 3.9k | 41.79 | |
St. Jude Medical | 0.0 | $232k | 5.8k | 39.94 | |
Magellan Midstream Partners | 0.0 | $212k | 3.0k | 70.67 | |
ProShares UltraShort 20+ Year Trea | 0.0 | $173k | 11k | 15.87 | |
Scripps Networks Interactive | 0.0 | $167k | 2.9k | 57.02 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.0 | $139k | 14k | 10.20 | |
Vanguard 500 Index Fund mut (VFINX) | 0.0 | $200k | 1.6k | 125.47 | |
Vanguard Small Cap Index Fund mut | 0.0 | $83k | 2.3k | 36.47 | |
TWEEDY BROWNE AMERICAN Value Fund fund | 0.0 | $132k | 6.9k | 19.06 | |
CBOE Holdings (CBOE) | 0.0 | $217k | 7.8k | 27.65 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $144k | 4.6k | 31.47 | |
Davis Ny Venture Fd Cl A (NYVTX) | 0.0 | $207k | 6.0k | 34.71 | |
Hussman Invt Tr Strategic Grw mutual funds (HSGFX) | 0.0 | $128k | 11k | 11.47 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $210k | 5.2k | 40.78 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $224k | 2.9k | 77.16 | |
DNP Select Income Fund (DNP) | 0.0 | $160k | 14k | 11.12 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $126k | 1.1k | 119.43 | |
Vanguard REIT ETF (VNQ) | 0.0 | $130k | 2.0k | 65.33 | |
Pimco Commodity Rr Strat-ins (PCRIX) | 0.0 | $193k | 30k | 6.43 | |
Vanguard Admiral Shares Taxable (VFSUX) | 0.0 | $215k | 20k | 10.75 | |
First Eagle Overseas Cl A (SGOVX) | 0.0 | $131k | 6.2k | 21.18 | |
Oakmark Int'l (OAKIX) | 0.0 | $198k | 11k | 17.40 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.0 | $90k | 3.6k | 25.14 | |
Fidelity Municipal Income Fund (FHIGX) | 0.0 | $151k | 11k | 13.31 | |
Pimco Total Return Fund Instl mf-s (PTTRX) | 0.0 | $198k | 18k | 11.27 | |
American Gwth Fd Of Amer F2 (GFFFX) | 0.0 | $230k | 7.3k | 31.50 | |
Fidelity Contra (FCNTX) | 0.0 | $101k | 1.4k | 74.48 | |
Franklin Custodian Fds Inc income advisr (FRIAX) | 0.0 | $84k | 39k | 2.14 | |
Goldman Sachs High Yield Fd- Ins equity (GSHIX) | 0.0 | $104k | 15k | 7.14 | |
Fidelity Equity Income Fd mutual funds (FEQIX) | 0.0 | $208k | 4.7k | 44.56 | |
Fidelity Gnma Fund fix inc fund (FGMNX) | 0.0 | $173k | 15k | 11.93 | |
Vanguard Windsor Fund Admiral (VWNEX) | 0.0 | $224k | 4.8k | 46.50 | |
Fidelity Equity Income Ii Fund (FEQTX) | 0.0 | $182k | 9.7k | 18.80 | |
Fidelity Fund (FFIDX) | 0.0 | $158k | 4.6k | 34.48 | |
Fidelity Value Fund (FDVLX) | 0.0 | $204k | 3.0k | 68.90 | |
Janus Fund | 0.0 | $207k | 6.9k | 29.90 | |
Nuveen H/y Muni Bd (NHMRX) | 0.0 | $202k | 12k | 16.49 | |
Pioneer High Income Muni Fd - | 0.0 | $84k | 11k | 7.69 | |
Price T Rowe Tax Free Inc Bond (PRTAX) | 0.0 | $227k | 22k | 10.39 | |
T Rowe Price High Yield (PRHYX) | 0.0 | $113k | 17k | 6.70 | |
Wells Fargo Adv Inc Pl | 0.0 | $130k | 11k | 12.42 | |
Citigroup (C) | 0.0 | $171k | 6.2k | 27.38 | |
Blackrock H/y Bd Port | 0.0 | $91k | 12k | 7.69 | |
CBS Corporation | 0.0 | $4.0k | 110.00 | 36.36 | |
Carnival Corporation (CCL) | 0.0 | $74k | 2.2k | 34.42 | |
International Game Technology | 0.0 | $49k | 3.1k | 15.81 | |
SYSCO Corporation (SYY) | 0.0 | $68k | 2.3k | 29.89 | |
AFLAC Incorporated (AFL) | 0.0 | $13k | 300.00 | 43.33 | |
Tellabs | 0.0 | $7.0k | 2.0k | 3.48 | |
Mohawk Industries (MHK) | 0.0 | $1.0k | 11.00 | 90.91 | |
Interpublic Group of Companies (IPG) | 0.0 | $12k | 1.1k | 10.63 | |
Omnicare | 0.0 | $0 | 10.00 | 0.00 | |
Raytheon Company | 0.0 | $69k | 1.2k | 56.93 | |
Total (TTE) | 0.0 | $2.0k | 54.00 | 37.04 | |
Dell | 0.0 | $20k | 1.6k | 12.50 | |
Marriott International (MAR) | 0.0 | $16k | 403.00 | 39.70 | |
CB Richard Ellis | 0.0 | $32k | 2.0k | 16.20 | |
Gannett | 0.0 | $67k | 4.6k | 14.69 | |
Frontier Communications | 0.0 | $32k | 8.5k | 3.78 | |
Quicksilver Resources | 0.0 | $0 | 37.00 | 0.00 | |
J.M. Smucker Company (SJM) | 0.0 | $7.0k | 97.00 | 72.16 | |
priceline.com Incorporated | 0.0 | $36k | 54.00 | 666.67 | |
Epl Technologies | 0.0 | $0 | 41k | 0.00 | |
Unilever (UL) | 0.0 | $66k | 1.9k | 33.99 | |
Ladenburg Thalmann Financial Services | 0.0 | $31k | 20k | 1.55 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $23k | 419.00 | 54.89 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $19k | 585.00 | 32.48 | |
CoBiz Financial | 0.0 | $14k | 2.2k | 6.36 | |
Alpine Dynamic Dvd Fund | 0.0 | $72k | 21k | 3.45 | |
American Capital Wld Grth & In (CWGIX) | 0.0 | $53k | 1.6k | 33.80 | |
Pimco Funds Total Return Incom | 0.0 | $25k | 2.2k | 11.49 | |
Viaspace (VSPC) | 0.0 | $0 | 70k | 0.00 | |
Fidelity Intermediate Municipa (FLTMX) | 0.0 | $75k | 7.1k | 10.56 | |
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 | $4.9k | 70k | 0.07 | |
Franklin Cust Fds Incm Fd Cl A (FKINX) | 0.0 | $30k | 14k | 2.18 | |
T. Rowe Price Capital Apprecia (PRWCX) | 0.0 | $59k | 2.7k | 22.14 | |
Te Connectivity Ltd for (TEL) | 0.0 | $4.0k | 116.00 | 34.48 | |
T. Rowe Price Intl (PRITX) | 0.0 | $34k | 2.6k | 12.86 | |
Washington Mut Invs (AWSHX) | 0.0 | $33k | 1.1k | 30.41 | |
Fidelity Short Term Bond Fund fix inc fund | 0.0 | $27k | 3.2k | 8.57 | |
Americas Power Partners | 0.0 | $0 | 56k | 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 | $49k | 90k | 0.54 | |
Options Media Group Hldgs (OPMG) | 0.0 | $0 | 200k | 0.00 | |
Columbia Mid Cap Value Fd A | 0.0 | $9.0k | 678.00 | 13.27 | |
Fidelity Growth & Income (FGRIX) | 0.0 | $19k | 949.00 | 20.02 | |
Fidelity Growth Company (FDGRX) | 0.0 | $20k | 213.00 | 93.90 | |
Vanguard Small Cap Index Signa | 0.0 | $23k | 694.00 | 33.14 | |
Marriott Intl Frac New A | 0.0 | $0 | 37k | 0.00 | |
Isonea | 0.0 | $0 | 444k | 0.00 | |
Columbia High Yield Muni (SRHMX) | 0.0 | $5.0k | 487.00 | 10.27 | |
J Hancock Iii Disc Val Mid mf (JVMIX) | 0.0 | $16k | 1.3k | 12.25 | |
Lord Abbett Short mutfund (LDLFX) | 0.0 | $8.0k | 1.6k | 4.88 | |
Rowe T Price Mid Cp Val (TRMCX) | 0.0 | $9.0k | 371.00 | 24.26 | |
Northern Fds Mulmgd Int Eqt | 0.0 | $59k | 6.9k | 8.57 |