Gofen & Glossberg as of Sept. 30, 2012
Portfolio Holdings for Gofen & Glossberg
Gofen & Glossberg holds 481 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
International Business Machines (IBM) | 4.7 | $78M | 378k | 207.45 | |
Exxon Mobil Corporation (XOM) | 3.8 | $63M | 685k | 91.45 | |
Procter & Gamble Company (PG) | 3.7 | $62M | 895k | 69.36 | |
Johnson & Johnson (JNJ) | 2.6 | $43M | 622k | 68.91 | |
McDonald's Corporation (MCD) | 2.4 | $40M | 432k | 91.75 | |
General Electric Company | 2.4 | $39M | 1.7M | 22.71 | |
Qualcomm (QCOM) | 2.3 | $39M | 618k | 62.47 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $35M | 863k | 40.48 | |
Microsoft Corporation (MSFT) | 2.0 | $33M | 1.1M | 29.76 | |
Pepsi (PEP) | 2.0 | $33M | 462k | 70.77 | |
Schlumberger (SLB) | 1.7 | $29M | 400k | 72.33 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.7 | $29M | 451k | 63.10 | |
American Express Company (AXP) | 1.7 | $28M | 488k | 56.86 | |
United Technologies Corporation | 1.6 | $26M | 337k | 78.29 | |
Chevron Corporation (CVX) | 1.5 | $25M | 214k | 116.56 | |
Thermo Fisher Scientific (TMO) | 1.4 | $24M | 402k | 58.83 | |
Celgene Corporation | 1.3 | $22M | 288k | 76.40 | |
Coca-Cola Company (KO) | 1.3 | $22M | 568k | 37.93 | |
Teva Pharmaceutical Industries (TEVA) | 1.3 | $21M | 506k | 41.41 | |
Comcast Corporation | 1.2 | $20M | 580k | 34.81 | |
Walt Disney Company (DIS) | 1.2 | $20M | 389k | 52.28 | |
Abbott Laboratories (ABT) | 1.2 | $20M | 290k | 68.56 | |
Caterpillar (CAT) | 1.1 | $18M | 211k | 86.04 | |
Vodafone | 1.1 | $18M | 620k | 28.50 | |
National-Oilwell Var | 1.0 | $17M | 216k | 80.11 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.0 | $17M | 415k | 41.33 | |
Novartis (NVS) | 0.9 | $16M | 255k | 61.26 | |
Starbucks Corporation (SBUX) | 0.9 | $15M | 295k | 50.71 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $15M | 103k | 143.97 | |
National Grid | 0.9 | $15M | 266k | 55.36 | |
Target Corporation (TGT) | 0.9 | $15M | 230k | 63.47 | |
0.9 | $15M | 19k | 754.50 | ||
Apple (AAPL) | 0.8 | $14M | 21k | 667.11 | |
Honeywell International (HON) | 0.8 | $14M | 238k | 59.75 | |
E.I. du Pont de Nemours & Company | 0.8 | $13M | 263k | 50.27 | |
Philip Morris International (PM) | 0.8 | $13M | 148k | 89.94 | |
MetLife (MET) | 0.8 | $13M | 380k | 34.46 | |
Ecolab (ECL) | 0.8 | $13M | 194k | 64.81 | |
Unilever | 0.7 | $12M | 344k | 35.48 | |
Pfizer (PFE) | 0.7 | $12M | 472k | 24.85 | |
3M Company (MMM) | 0.7 | $12M | 126k | 92.42 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $11M | 212k | 53.00 | |
McCormick & Company, Incorporated (MKC) | 0.7 | $11M | 181k | 62.04 | |
Berkshire Hathaway (BRK.B) | 0.7 | $11M | 123k | 88.20 | |
At&t (T) | 0.7 | $11M | 288k | 37.70 | |
Merck & Co (MRK) | 0.6 | $11M | 232k | 45.10 | |
Costco Wholesale Corporation (COST) | 0.6 | $10M | 104k | 100.16 | |
Kraft Foods | 0.6 | $10M | 245k | 41.35 | |
Boeing Company (BA) | 0.6 | $9.9M | 143k | 69.60 | |
Colgate-Palmolive Company (CL) | 0.6 | $10M | 94k | 107.22 | |
Deere & Company (DE) | 0.6 | $9.9M | 120k | 82.47 | |
Gilead Sciences (GILD) | 0.6 | $9.9M | 150k | 66.33 | |
Allergan | 0.6 | $9.6M | 105k | 91.58 | |
W.W. Grainger (GWW) | 0.6 | $9.1M | 44k | 208.36 | |
Wells Fargo & Company (WFC) | 0.6 | $9.2M | 266k | 34.53 | |
Southwestern Energy Company | 0.6 | $9.1M | 261k | 34.78 | |
Danaher Corporation (DHR) | 0.5 | $8.9M | 162k | 55.15 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $8.9M | 213k | 41.72 | |
Northern Trust Corporation (NTRS) | 0.5 | $8.8M | 189k | 46.42 | |
Verizon Communications (VZ) | 0.5 | $8.4M | 185k | 45.57 | |
EMC Corporation | 0.5 | $8.3M | 305k | 27.27 | |
Monsanto Company | 0.5 | $8.1M | 89k | 91.02 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $7.9M | 92k | 85.78 | |
Nike (NKE) | 0.5 | $8.0M | 84k | 94.92 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $8.0M | 44k | 179.92 | |
Emerson Electric (EMR) | 0.5 | $7.8M | 161k | 48.27 | |
Cisco Systems (CSCO) | 0.5 | $7.6M | 401k | 19.09 | |
Walgreen Company | 0.5 | $7.7M | 212k | 36.44 | |
Travelers Companies (TRV) | 0.5 | $7.5M | 109k | 68.26 | |
Lockheed Martin Corporation (LMT) | 0.4 | $7.4M | 79k | 93.38 | |
Intel Corporation (INTC) | 0.4 | $6.8M | 300k | 22.66 | |
Fiserv (FI) | 0.4 | $6.9M | 93k | 74.03 | |
Oracle Corporation (ORCL) | 0.4 | $6.8M | 216k | 31.46 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $6.3M | 82k | 77.07 | |
Luxottica Group S.p.A. | 0.4 | $6.1M | 172k | 35.26 | |
Tiffany & Co. | 0.3 | $5.8M | 93k | 61.88 | |
BB&T Corporation | 0.3 | $5.6M | 169k | 33.16 | |
Home Depot (HD) | 0.3 | $5.2M | 87k | 60.37 | |
Hologic Inc frnt 2.000%12/1 | 0.3 | $5.1M | 5.2M | 0.99 | |
Public Storage (PSA) | 0.3 | $5.0M | 36k | 139.16 | |
Yum! Brands (YUM) | 0.3 | $5.0M | 75k | 66.34 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $5.0M | 45k | 110.76 | |
Chubb Corporation | 0.3 | $4.8M | 62k | 76.28 | |
Berkshire Hathaway (BRK.A) | 0.3 | $4.8M | 36.00 | 132694.44 | |
Vanguard Gnma Fd - Adm (VFIJX) | 0.3 | $4.9M | 440k | 11.11 | |
Comcast Corporation (CMCSA) | 0.3 | $4.6M | 128k | 35.75 | |
PPL Corporation (PPL) | 0.3 | $4.7M | 160k | 29.05 | |
Altria (MO) | 0.3 | $4.5M | 134k | 33.39 | |
Royal Dutch Shell | 0.3 | $4.4M | 64k | 69.41 | |
iShares Russell 2000 Index (IWM) | 0.3 | $4.2M | 51k | 83.43 | |
America Movil Sab De Cv spon adr l | 0.2 | $4.1M | 161k | 25.43 | |
Cummins (CMI) | 0.2 | $4.0M | 44k | 92.21 | |
Kite Realty Group Trust | 0.2 | $4.0M | 784k | 5.10 | |
Prudential Financial (PRU) | 0.2 | $3.9M | 71k | 54.50 | |
Columbia Acorn Fund Z (ACRNX) | 0.2 | $3.7M | 120k | 31.17 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $3.6M | 160k | 22.62 | |
Waste Management (WM) | 0.2 | $3.6M | 113k | 32.08 | |
IDEX Corporation (IEX) | 0.2 | $3.6M | 87k | 41.77 | |
Aptar (ATR) | 0.2 | $3.3M | 65k | 51.72 | |
IntercontinentalEx.. | 0.2 | $3.3M | 25k | 133.42 | |
BHP Billiton (BHP) | 0.2 | $3.3M | 48k | 68.62 | |
U.S. Bancorp (USB) | 0.2 | $3.1M | 91k | 34.30 | |
Praxair | 0.2 | $3.2M | 30k | 103.88 | |
SPDR Gold Trust (GLD) | 0.2 | $3.2M | 19k | 171.91 | |
Wal-Mart Stores (WMT) | 0.2 | $3.0M | 41k | 73.79 | |
Dominion Resources (D) | 0.2 | $2.9M | 56k | 52.94 | |
Syngenta | 0.2 | $3.1M | 41k | 74.84 | |
T Rowe Price S/t Bond (PRWBX) | 0.2 | $3.0M | 610k | 4.86 | |
HSBC Holdings (HSBC) | 0.2 | $2.8M | 61k | 46.46 | |
Analog Devices (ADI) | 0.2 | $2.7M | 70k | 39.18 | |
AGL Resources | 0.2 | $2.7M | 65k | 40.91 | |
Equity Residential (EQR) | 0.2 | $2.7M | 47k | 57.54 | |
Estee Lauder Companies (EL) | 0.2 | $2.6M | 42k | 61.56 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $2.6M | 27k | 98.67 | |
ConocoPhillips (COP) | 0.1 | $2.5M | 44k | 57.18 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $2.4M | 42k | 57.67 | |
BP (BP) | 0.1 | $2.3M | 54k | 42.35 | |
Paychex (PAYX) | 0.1 | $2.3M | 69k | 33.29 | |
Union Pacific Corporation (UNP) | 0.1 | $2.4M | 20k | 118.72 | |
Amgen (AMGN) | 0.1 | $2.3M | 27k | 84.30 | |
Murphy Oil Corporation (MUR) | 0.1 | $2.4M | 45k | 53.68 | |
Kinder Morgan Energy Partners | 0.1 | $2.3M | 28k | 82.49 | |
iShares MSCI Brazil Index (EWZ) | 0.1 | $2.4M | 44k | 54.06 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $2.3M | 41k | 56.27 | |
Vanguard Gnma -inv (VFIIX) | 0.1 | $2.3M | 207k | 11.11 | |
Directv | 0.1 | $2.4M | 45k | 52.43 | |
United Parcel Service (UPS) | 0.1 | $2.2M | 31k | 71.56 | |
Newell Rubbermaid (NWL) | 0.1 | $2.1M | 112k | 19.09 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $2.1M | 23k | 92.28 | |
American Tower Reit (AMT) | 0.1 | $2.2M | 31k | 71.40 | |
MB Financial | 0.1 | $2.0M | 102k | 19.75 | |
NYSE Euronext | 0.1 | $2.1M | 84k | 24.65 | |
eBay (EBAY) | 0.1 | $2.0M | 42k | 48.38 | |
iShares S&P 500 Index (IVV) | 0.1 | $2.0M | 14k | 144.42 | |
Corporate Office Properties Trust (CDP) | 0.1 | $2.1M | 86k | 23.97 | |
Western Union Company (WU) | 0.1 | $1.8M | 96k | 18.21 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $1.8M | 78k | 23.45 | |
Plum Creek Timber | 0.1 | $1.8M | 40k | 43.84 | |
Lazard Ltd-cl A shs a | 0.1 | $1.8M | 63k | 29.23 | |
Hershey Company (HSY) | 0.1 | $1.8M | 25k | 70.87 | |
Automatic Data Processing (ADP) | 0.1 | $1.7M | 28k | 58.67 | |
Allstate Corporation (ALL) | 0.1 | $1.7M | 42k | 39.61 | |
Wisconsin Energy Corporation | 0.1 | $1.6M | 42k | 37.68 | |
Illinois Tool Works (ITW) | 0.1 | $1.6M | 28k | 59.48 | |
Energy Transfer Partners | 0.1 | $1.6M | 37k | 42.57 | |
Fidelity Spartan 500 Index Fun | 0.1 | $1.6M | 32k | 51.31 | |
Keeley Small Cap Value Fund | 0.1 | $1.6M | 61k | 27.01 | |
Stryker Corporation (SYK) | 0.1 | $1.6M | 28k | 55.66 | |
Oneok Partners | 0.1 | $1.5M | 25k | 59.50 | |
Simon Property (SPG) | 0.1 | $1.5M | 10k | 151.78 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.6M | 18k | 85.03 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 99k | 12.79 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.4M | 29k | 47.41 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | 43k | 32.45 | |
Williams-Sonoma (WSM) | 0.1 | $1.4M | 32k | 43.96 | |
Amazon (AMZN) | 0.1 | $1.3M | 5.2k | 254.39 | |
Enterprise Products Partners (EPD) | 0.1 | $1.3M | 24k | 53.59 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.4M | 32k | 42.95 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.4M | 16k | 87.45 | |
PNC Financial Services (PNC) | 0.1 | $1.2M | 20k | 63.12 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.2M | 36k | 33.76 | |
GlaxoSmithKline | 0.1 | $1.1M | 25k | 46.24 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | 45k | 27.55 | |
Weyerhaeuser Company (WY) | 0.1 | $1.1M | 42k | 26.13 | |
Entergy Corporation (ETR) | 0.1 | $1.1M | 16k | 69.32 | |
Eni S.p.A. (E) | 0.1 | $1.1M | 25k | 43.86 | |
Ametek (AME) | 0.1 | $1.2M | 34k | 35.46 | |
Columbia Acorn Intl Fd Z (ACINX) | 0.1 | $1.2M | 31k | 39.82 | |
Cme (CME) | 0.1 | $934k | 16k | 57.32 | |
Sherwin-Williams Company (SHW) | 0.1 | $967k | 6.5k | 148.91 | |
Exelon Corporation (EXC) | 0.1 | $1.1M | 30k | 35.58 | |
Siemens (SIEGY) | 0.1 | $965k | 9.6k | 100.12 | |
Central Fd Cda Ltd cl a | 0.1 | $914k | 38k | 23.80 | |
iShares MSCI Canada Index (EWC) | 0.1 | $934k | 33k | 28.50 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $991k | 12k | 84.53 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.1M | 28k | 38.71 | |
Baxter International (BAX) | 0.1 | $846k | 14k | 60.26 | |
Bed Bath & Beyond | 0.1 | $815k | 13k | 63.03 | |
Coach | 0.1 | $816k | 15k | 56.02 | |
Mylan | 0.1 | $858k | 35k | 24.39 | |
Telefonica (TEF) | 0.1 | $815k | 61k | 13.27 | |
Staples | 0.1 | $869k | 76k | 11.51 | |
Fidelity Concord Str Sp 500 Id | 0.1 | $892k | 17k | 51.32 | |
Franklin High Yield Tf Inc mf | 0.1 | $794k | 73k | 10.95 | |
Duke Energy (DUK) | 0.1 | $876k | 14k | 64.81 | |
BlackRock (BLK) | 0.0 | $681k | 3.8k | 178.18 | |
Bank of America Corporation (BAC) | 0.0 | $627k | 71k | 8.82 | |
Hologic (HOLX) | 0.0 | $587k | 29k | 20.22 | |
Northrop Grumman Corporation (NOC) | 0.0 | $603k | 9.1k | 66.42 | |
Dun & Bradstreet Corporation | 0.0 | $656k | 8.2k | 79.63 | |
Nordstrom (JWN) | 0.0 | $658k | 12k | 55.21 | |
General Mills (GIS) | 0.0 | $656k | 17k | 39.83 | |
Liberty Media | 0.0 | $662k | 36k | 18.51 | |
Macy's (M) | 0.0 | $613k | 16k | 37.60 | |
Nextera Energy (NEE) | 0.0 | $642k | 9.1k | 70.31 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $584k | 6.8k | 86.08 | |
Sigma-Aldrich Corporation | 0.0 | $721k | 10k | 71.94 | |
Stericycle (SRCL) | 0.0 | $612k | 6.8k | 90.47 | |
Southern Company (SO) | 0.0 | $709k | 15k | 46.07 | |
Msci (MSCI) | 0.0 | $731k | 20k | 35.79 | |
Dover Corporation (DOV) | 0.0 | $714k | 12k | 59.50 | |
Kansas City Southern | 0.0 | $690k | 9.1k | 75.82 | |
RBC Bearings Incorporated (RBC) | 0.0 | $648k | 14k | 48.09 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $594k | 8.7k | 68.62 | |
Central Gold-Trust | 0.0 | $627k | 9.2k | 68.15 | |
Time Warner Cable | 0.0 | $462k | 4.9k | 95.06 | |
Time Warner | 0.0 | $563k | 12k | 45.33 | |
Consolidated Edison (ED) | 0.0 | $422k | 7.0k | 59.87 | |
Cardinal Health (CAH) | 0.0 | $540k | 14k | 38.94 | |
Spectra Energy | 0.0 | $452k | 15k | 29.39 | |
T. Rowe Price (TROW) | 0.0 | $478k | 7.6k | 63.28 | |
Medtronic | 0.0 | $555k | 13k | 43.12 | |
Ross Stores (ROST) | 0.0 | $568k | 8.8k | 64.55 | |
Hanesbrands (HBI) | 0.0 | $439k | 14k | 31.90 | |
Campbell Soup Company (CPB) | 0.0 | $460k | 13k | 34.85 | |
Becton, Dickinson and (BDX) | 0.0 | $506k | 6.4k | 78.57 | |
CIGNA Corporation | 0.0 | $580k | 12k | 47.15 | |
Diageo (DEO) | 0.0 | $432k | 3.8k | 112.65 | |
Lowe's Companies (LOW) | 0.0 | $557k | 18k | 30.22 | |
Markel Corporation (MKL) | 0.0 | $578k | 1.3k | 458.37 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $484k | 3.4k | 142.65 | |
Energy Select Sector SPDR (XLE) | 0.0 | $521k | 7.1k | 73.45 | |
Perrigo Company | 0.0 | $509k | 4.4k | 116.08 | |
Starwood Hotels & Resorts Worldwide | 0.0 | $515k | 8.9k | 57.97 | |
NuStar Energy | 0.0 | $544k | 11k | 50.84 | |
Taubman Centers | 0.0 | $575k | 7.5k | 76.67 | |
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) | 0.0 | $447k | 18k | 24.63 | |
iShares S&P 100 Index (OEF) | 0.0 | $515k | 7.8k | 66.41 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $501k | 4.5k | 111.33 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $451k | 7.2k | 62.45 | |
Dreyfus Muni Bond | 0.0 | $508k | 43k | 11.95 | |
Vanguard Total Stock Mkt Index (VTSAX) | 0.0 | $497k | 14k | 35.88 | |
Janus Short-term Bond J (JASBX) | 0.0 | $544k | 176k | 3.10 | |
Covidien | 0.0 | $423k | 7.1k | 59.39 | |
Doubleline Total Return Bd (DLTNX) | 0.0 | $507k | 45k | 11.40 | |
Fidelity Puritan Fund (FPURX) | 0.0 | $575k | 29k | 19.93 | |
Schwab Total Stock Mrkt Ind-se (SWTSX) | 0.0 | $443k | 17k | 26.27 | |
Liberty Media Corp lcpad | 0.0 | $497k | 4.8k | 104.08 | |
Phillips 66 (PSX) | 0.0 | $481k | 10k | 46.34 | |
Ansys (ANSS) | 0.0 | $367k | 5.0k | 73.33 | |
Corning Incorporated (GLW) | 0.0 | $280k | 21k | 13.16 | |
Annaly Capital Management | 0.0 | $407k | 24k | 16.83 | |
Progressive Corporation (PGR) | 0.0 | $254k | 12k | 20.74 | |
Starwood Property Trust (STWD) | 0.0 | $371k | 16k | 23.25 | |
Ameriprise Financial (AMP) | 0.0 | $384k | 6.8k | 56.70 | |
Affiliated Managers (AMG) | 0.0 | $396k | 3.2k | 123.06 | |
Via | 0.0 | $322k | 6.0k | 53.65 | |
Norfolk Southern (NSC) | 0.0 | $267k | 4.2k | 63.62 | |
Great Plains Energy Incorporated | 0.0 | $316k | 14k | 22.25 | |
Copart (CPRT) | 0.0 | $261k | 9.4k | 27.71 | |
Franklin Resources (BEN) | 0.0 | $384k | 3.1k | 125.00 | |
Kohl's Corporation (KSS) | 0.0 | $388k | 7.6k | 51.22 | |
PPG Industries (PPG) | 0.0 | $287k | 2.5k | 114.80 | |
Stanley Black & Decker (SWK) | 0.0 | $411k | 5.4k | 76.25 | |
Teradata Corporation (TDC) | 0.0 | $255k | 3.4k | 75.38 | |
Dow Chemical Company | 0.0 | $389k | 13k | 28.93 | |
Waters Corporation (WAT) | 0.0 | $339k | 4.1k | 83.39 | |
Baker Hughes Incorporated | 0.0 | $278k | 6.1k | 45.29 | |
Hewlett-Packard Company | 0.0 | $263k | 15k | 17.08 | |
Intuitive Surgical (ISRG) | 0.0 | $297k | 600.00 | 495.00 | |
Liberty Global | 0.0 | $394k | 6.5k | 60.75 | |
Liberty Global | 0.0 | $367k | 6.5k | 56.58 | |
UnitedHealth (UNH) | 0.0 | $295k | 5.3k | 55.41 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $296k | 4.1k | 72.20 | |
EOG Resources (EOG) | 0.0 | $314k | 2.8k | 112.14 | |
Clorox Company (CLX) | 0.0 | $252k | 3.5k | 72.16 | |
Advance Auto Parts (AAP) | 0.0 | $329k | 4.8k | 68.54 | |
Vornado Realty Trust (VNO) | 0.0 | $259k | 3.2k | 80.91 | |
Bce (BCE) | 0.0 | $287k | 6.5k | 44.00 | |
Sempra Energy (SRE) | 0.0 | $277k | 4.3k | 64.42 | |
Zimmer Holdings (ZBH) | 0.0 | $410k | 6.1k | 67.62 | |
Ventas (VTR) | 0.0 | $337k | 5.4k | 62.22 | |
H.J. Heinz Company | 0.0 | $351k | 6.3k | 55.98 | |
Actuant Corporation | 0.0 | $337k | 12k | 28.60 | |
Plains All American Pipeline (PAA) | 0.0 | $358k | 4.1k | 88.09 | |
Polypore International | 0.0 | $364k | 10k | 35.37 | |
SPX Corporation | 0.0 | $328k | 5.0k | 65.47 | |
Steiner Leisure Ltd Com Stk | 0.0 | $256k | 5.5k | 46.59 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $262k | 2.8k | 93.87 | |
ISIS Pharmaceuticals | 0.0 | $308k | 22k | 14.08 | |
Integrys Energy | 0.0 | $349k | 6.7k | 52.25 | |
Magellan Midstream Partners | 0.0 | $262k | 3.0k | 87.33 | |
HCP | 0.0 | $398k | 9.0k | 44.47 | |
Technology SPDR (XLK) | 0.0 | $292k | 9.5k | 30.87 | |
EQT Corporation (EQT) | 0.0 | $290k | 4.9k | 58.93 | |
Suncor Energy (SU) | 0.0 | $362k | 11k | 32.87 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $356k | 5.3k | 66.67 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.0 | $347k | 12k | 29.41 | |
Boston Properties (BXP) | 0.0 | $370k | 3.3k | 110.58 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $406k | 6.2k | 65.73 | |
Oneok (OKE) | 0.0 | $301k | 6.2k | 48.24 | |
Dodge & Cox Stk Fd Com mutual funds | 0.0 | $391k | 3.3k | 118.88 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $326k | 4.1k | 80.20 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $412k | 3.9k | 105.86 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $317k | 4.0k | 79.05 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $313k | 3.7k | 85.17 | |
PowerShares Preferred Portfolio | 0.0 | $329k | 22k | 14.79 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $327k | 7.0k | 46.71 | |
Vanguard Inflation Protected Iv (VIPSX) | 0.0 | $256k | 17k | 14.84 | |
ETFS Gold Trust | 0.0 | $280k | 1.6k | 175.00 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $341k | 11k | 31.57 | |
Horizon Ban (HBNC) | 0.0 | $322k | 11k | 28.60 | |
T. Rowe Price Growth Stock Fun (PRGFX) | 0.0 | $412k | 11k | 38.29 | |
Vanguard World Fund mutual funds (VWIGX) | 0.0 | $351k | 19k | 18.37 | |
Permanent Portfolio (PRPFX) | 0.0 | $281k | 5.7k | 49.56 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.0 | $341k | 5.8k | 59.14 | |
Vanguard 500 Index Fd Sign | 0.0 | $374k | 3.4k | 109.81 | |
Baron Asset Fund (BARAX) | 0.0 | $282k | 5.4k | 51.99 | |
Amer Fds New Perspective A (ANWPX) | 0.0 | $323k | 11k | 30.39 | |
Vanguard Prime Cap Adm. (VPMAX) | 0.0 | $400k | 5.6k | 72.07 | |
Fundamental Invs Inc cl f2 (FINFX) | 0.0 | $259k | 6.4k | 40.17 | |
First Eagle Us Value Fd Cl A mutual funds (FEVAX) | 0.0 | $275k | 15k | 18.34 | |
Fidelity Spartan Intl Index Iv | 0.0 | $277k | 8.4k | 32.83 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $307k | 6.3k | 48.96 | |
Keeley Mid Cap Value | 0.0 | $267k | 24k | 11.08 | |
Vanguard Wellington (VWENX) | 0.0 | $414k | 7.0k | 59.14 | |
Prologis (PLD) | 0.0 | $372k | 11k | 35.01 | |
Templeton Global Bond Fund Cl mf (TPINX) | 0.0 | $291k | 22k | 13.39 | |
Beam | 0.0 | $307k | 5.3k | 57.58 | |
Express Scripts Holding | 0.0 | $328k | 5.2k | 62.62 | |
Aon | 0.0 | $297k | 5.7k | 52.24 | |
Shelton Funds - S&p Midcap Ind | 0.0 | $359k | 15k | 23.47 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $197k | 2.8k | 69.73 | |
Lincoln National Corporation (LNC) | 0.0 | $194k | 8.0k | 24.18 | |
Crown Castle International | 0.0 | $230k | 3.6k | 63.98 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $227k | 4.1k | 55.91 | |
Hospira | 0.0 | $151k | 4.6k | 32.75 | |
FirstEnergy (FE) | 0.0 | $213k | 4.8k | 44.13 | |
Apache Corporation | 0.0 | $146k | 1.7k | 86.39 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $229k | 5.0k | 45.60 | |
Leggett & Platt (LEG) | 0.0 | $180k | 7.2k | 25.00 | |
Newmont Mining Corporation (NEM) | 0.0 | $167k | 3.0k | 55.87 | |
Noble Energy | 0.0 | $130k | 1.4k | 93.06 | |
McGraw-Hill Companies | 0.0 | $187k | 3.4k | 54.60 | |
Everest Re Group (EG) | 0.0 | $213k | 2.0k | 107.20 | |
CVS Caremark Corporation (CVS) | 0.0 | $180k | 3.7k | 48.50 | |
McKesson Corporation (MCK) | 0.0 | $115k | 1.3k | 85.82 | |
Anadarko Petroleum Corporation | 0.0 | $105k | 1.5k | 69.81 | |
Royal Dutch Shell | 0.0 | $214k | 3.0k | 71.33 | |
Sanofi-Aventis SA (SNY) | 0.0 | $155k | 3.6k | 43.06 | |
Encana Corp | 0.0 | $95k | 4.3k | 22.03 | |
Canadian Pacific Railway | 0.0 | $220k | 2.7k | 83.02 | |
Ford Motor Company (F) | 0.0 | $131k | 13k | 9.89 | |
TJX Companies (TJX) | 0.0 | $164k | 3.7k | 44.87 | |
Whole Foods Market | 0.0 | $215k | 2.2k | 97.20 | |
Accenture (ACN) | 0.0 | $137k | 2.0k | 70.26 | |
General Dynamics Corporation (GD) | 0.0 | $125k | 1.9k | 66.07 | |
Novo Nordisk A/S (NVO) | 0.0 | $137k | 871.00 | 157.29 | |
Washington Post Company | 0.0 | $244k | 672.00 | 363.10 | |
Coventry Health Care | 0.0 | $169k | 4.1k | 41.73 | |
Kellogg Company (K) | 0.0 | $206k | 4.0k | 51.56 | |
Visa (V) | 0.0 | $154k | 1.2k | 133.91 | |
Discovery Communications | 0.0 | $146k | 2.6k | 56.00 | |
Discovery Communications | 0.0 | $175k | 2.9k | 59.67 | |
Westar Energy | 0.0 | $225k | 7.6k | 29.61 | |
Applied Materials (AMAT) | 0.0 | $159k | 14k | 11.20 | |
Precision Castparts | 0.0 | $189k | 1.2k | 162.93 | |
Brinker International (EAT) | 0.0 | $205k | 5.8k | 35.34 | |
Mead Johnson Nutrition | 0.0 | $248k | 3.4k | 73.35 | |
salesforce (CRM) | 0.0 | $217k | 1.4k | 152.49 | |
Wyndham Worldwide Corporation | 0.0 | $152k | 2.9k | 52.40 | |
Life Technologies | 0.0 | $138k | 2.8k | 48.73 | |
Marvell Technology Group | 0.0 | $130k | 14k | 9.18 | |
iShares MSCI Japan Index | 0.0 | $102k | 11k | 9.20 | |
Littelfuse (LFUS) | 0.0 | $155k | 2.8k | 56.36 | |
DTE Energy Company (DTE) | 0.0 | $203k | 3.4k | 60.06 | |
Genesis Energy (GEL) | 0.0 | $232k | 6.9k | 33.62 | |
Alliant Energy Corporation (LNT) | 0.0 | $180k | 4.2k | 43.37 | |
MVC Capital | 0.0 | $170k | 13k | 12.83 | |
SCANA Corporation | 0.0 | $179k | 3.7k | 48.38 | |
Holly Energy Partners | 0.0 | $215k | 3.2k | 66.36 | |
Hexcel Corporation (HXL) | 0.0 | $216k | 9.0k | 24.00 | |
Lululemon Athletica (LULU) | 0.0 | $126k | 1.7k | 74.12 | |
Equity Lifestyle Properties (ELS) | 0.0 | $207k | 3.0k | 68.00 | |
F5 Networks (FFIV) | 0.0 | $183k | 1.7k | 104.87 | |
Realty Income (O) | 0.0 | $159k | 3.9k | 40.77 | |
St. Jude Medical | 0.0 | $234k | 5.6k | 42.09 | |
ProShares UltraShort 20+ Year Trea | 0.0 | $170k | 11k | 15.60 | |
Scripps Networks Interactive | 0.0 | $179k | 2.9k | 61.11 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.0 | $198k | 19k | 10.45 | |
Vanguard 500 Index Fund mut (VFINX) | 0.0 | $212k | 1.6k | 132.92 | |
Vanguard Small Cap Index Fund mut | 0.0 | $87k | 2.3k | 38.22 | |
TWEEDY BROWNE AMERICAN Value Fund fund | 0.0 | $139k | 6.9k | 20.07 | |
CBOE Holdings (CBOE) | 0.0 | $231k | 7.8k | 29.44 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $150k | 4.6k | 32.78 | |
Davis Ny Venture Fd Cl A (NYVTX) | 0.0 | $216k | 6.0k | 36.22 | |
Dodge & Cox Fds Intl Stk Fd mutual funds | 0.0 | $95k | 2.9k | 32.61 | |
Hussman Invt Tr Strategic Grw mutual funds (HSGFX) | 0.0 | $122k | 11k | 10.94 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $230k | 5.2k | 44.66 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $236k | 2.9k | 81.30 | |
DNP Select Income Fund (DNP) | 0.0 | $142k | 14k | 9.87 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $125k | 1.0k | 121.36 | |
Vanguard REIT ETF (VNQ) | 0.0 | $160k | 2.5k | 64.91 | |
Vanguard Admiral Shares Taxable (VFSUX) | 0.0 | $217k | 20k | 10.85 | |
CurrencyShares Australian Dollar Trust | 0.0 | $229k | 2.2k | 104.09 | |
First Eagle Overseas Cl A (SGOVX) | 0.0 | $138k | 6.2k | 22.32 | |
Oakmark Int'l (OAKIX) | 0.0 | $214k | 11k | 18.81 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.0 | $96k | 3.6k | 26.72 | |
Pimco Total Return Fund Instl mf-s (PTTRX) | 0.0 | $204k | 18k | 11.60 | |
American Gwth Fd Of Amer F2 (GFFFX) | 0.0 | $247k | 7.3k | 33.83 | |
Fidelity Contra (FCNTX) | 0.0 | $108k | 1.4k | 79.65 | |
Franklin Custodian Fds Inc income advisr (FRIAX) | 0.0 | $87k | 39k | 2.22 | |
Goldman Sachs High Yield Fd- Ins equity (GSHIX) | 0.0 | $108k | 15k | 7.29 | |
Fidelity Equity Income Fd mutual funds (FEQIX) | 0.0 | $222k | 4.7k | 47.39 | |
Fidelity Gnma Fund fix inc fund (FGMNX) | 0.0 | $175k | 15k | 11.84 | |
Vanguard Windsor Fund Admiral (VWNEX) | 0.0 | $239k | 4.8k | 49.62 | |
Fidelity Fund (FFIDX) | 0.0 | $167k | 4.6k | 36.32 | |
Janus Fund | 0.0 | $221k | 6.9k | 31.95 | |
Nuveen H/y Muni Bd (NHMRX) | 0.0 | $208k | 12k | 16.98 | |
Pioneer High Income Muni Fd - | 0.0 | $87k | 11k | 7.96 | |
Price T Rowe Tax Free Inc Bond (PRTAX) | 0.0 | $234k | 22k | 10.61 | |
T Rowe Price High Yield (PRHYX) | 0.0 | $116k | 17k | 6.88 | |
Vanguard Inflat Protect Sec Ad (VAIPX) | 0.0 | $249k | 8.5k | 29.16 | |
Wells Fargo Adv Inc Pl | 0.0 | $132k | 11k | 12.54 | |
Citigroup (C) | 0.0 | $204k | 6.2k | 32.66 | |
Blackrock H/y Bd Port | 0.0 | $94k | 12k | 7.95 | |
Northern Tax-exempt Fund | 0.0 | $170k | 15k | 11.30 | |
Rs Gbl Natural Res | 0.0 | $176k | 4.6k | 38.34 | |
Goldman Sachs (GS) | 0.0 | $74k | 650.00 | 113.85 | |
CBS Corporation | 0.0 | $4.0k | 110.00 | 36.36 | |
Carnival Corporation (CCL) | 0.0 | $18k | 500.00 | 36.00 | |
International Game Technology | 0.0 | $41k | 3.1k | 13.23 | |
SYSCO Corporation (SYY) | 0.0 | $71k | 2.3k | 31.21 | |
AFLAC Incorporated (AFL) | 0.0 | $14k | 300.00 | 46.67 | |
Tellabs | 0.0 | $7.0k | 2.0k | 3.48 | |
Interpublic Group of Companies (IPG) | 0.0 | $13k | 1.1k | 11.51 | |
Omnicare | 0.0 | $0 | 10.00 | 0.00 | |
Raytheon Company | 0.0 | $69k | 1.2k | 57.50 | |
Rio Tinto (RIO) | 0.0 | $76k | 1.6k | 46.68 | |
Total (TTE) | 0.0 | $3.0k | 54.00 | 55.56 | |
Dell | 0.0 | $18k | 1.9k | 9.73 | |
Marriott International (MAR) | 0.0 | $16k | 403.00 | 39.70 | |
CB Richard Ellis | 0.0 | $36k | 2.0k | 18.23 | |
Gannett | 0.0 | $81k | 4.6k | 17.76 | |
Frontier Communications | 0.0 | $39k | 8.0k | 4.87 | |
Old Republic International Corporation (ORI) | 0.0 | $68k | 7.3k | 9.26 | |
Quicksilver Resources | 0.0 | $0 | 37.00 | 0.00 | |
J.M. Smucker Company (SJM) | 0.0 | $8.0k | 97.00 | 82.47 | |
priceline.com Incorporated | 0.0 | $33k | 54.00 | 611.11 | |
Epl Technologies | 0.0 | $0 | 41k | 0.00 | |
Unilever (UL) | 0.0 | $71k | 1.9k | 36.56 | |
Ladenburg Thalmann Financial Services | 0.0 | $26k | 20k | 1.30 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $25k | 419.00 | 59.67 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $20k | 585.00 | 34.19 | |
CoBiz Financial | 0.0 | $15k | 2.2k | 6.82 | |
Pimco Commodity Rr Strat-ins (PCRIX) | 0.0 | $15k | 2.0k | 7.38 | |
Alpine Dynamic Dvd Fund | 0.0 | $77k | 22k | 3.56 | |
American Capital Wld Grth & In (CWGIX) | 0.0 | $57k | 1.6k | 36.19 | |
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 | $76k | 7.1k | 10.63 | |
Applied Nanotech Holdings (APNT) | 0.0 | $2.0k | 12k | 0.17 | |
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 | 69k | 0.06 | |
Franklin Cust Fds Incm Fd Cl A (FKINX) | 0.0 | $31k | 14k | 2.26 | |
T. Rowe Price Capital Apprecia (PRWCX) | 0.0 | $62k | 2.7k | 23.26 | |
Te Connectivity Ltd for (TEL) | 0.0 | $4.0k | 116.00 | 34.48 | |
T. Rowe Price Intl (PRITX) | 0.0 | $35k | 2.5k | 13.76 | |
Washington Mut Invs (AWSHX) | 0.0 | $34k | 1.1k | 31.34 | |
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 | $48k | 90k | 0.53 | |
Options Media Group Hldgs (OPMG) | 0.0 | $0 | 200k | 0.00 | |
Columbia Mid Cap Value Fd A | 0.0 | $10k | 680.00 | 14.71 | |
Fidelity Equity Income Ii Fund (FEQTX) | 0.0 | $9.0k | 453.00 | 19.87 | |
Fidelity Growth & Income (FGRIX) | 0.0 | $20k | 955.00 | 20.94 | |
Fidelity Growth Company (FDGRX) | 0.0 | $21k | 213.00 | 98.59 | |
Vanguard Small Cap Index Signa | 0.0 | $24k | 694.00 | 34.58 | |
Marriott Intl Frac New A | 0.0 | $0 | 37k | 0.00 | |
Isonea | 0.0 | $2.0k | 22k | 0.09 | |
Columbia High Yield Muni (SRHMX) | 0.0 | $5.0k | 487.00 | 10.27 | |
J Hancock Iii Disc Val Mid mf (JVMIX) | 0.0 | $17k | 1.3k | 13.02 | |
Lord Abbett Short mutfund (LDLFX) | 0.0 | $8.0k | 1.7k | 4.83 | |
Rowe T Price Mid Cp Val (TRMCX) | 0.0 | $9.0k | 371.00 | 24.26 |