Gofen & Glossberg as of Dec. 31, 2012
Portfolio Holdings for Gofen & Glossberg
Gofen & Glossberg holds 477 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
International Business Machines (IBM) | 4.4 | $70M | 367k | 191.55 | |
Procter & Gamble Company (PG) | 3.6 | $58M | 854k | 67.89 | |
Exxon Mobil Corporation (XOM) | 3.6 | $57M | 663k | 86.55 | |
Johnson & Johnson (JNJ) | 2.6 | $42M | 602k | 70.10 | |
Qualcomm (QCOM) | 2.4 | $38M | 616k | 61.86 | |
JPMorgan Chase & Co. (JPM) | 2.3 | $37M | 842k | 43.97 | |
General Electric Company | 2.2 | $35M | 1.7M | 20.99 | |
McDonald's Corporation (MCD) | 2.2 | $35M | 394k | 88.21 | |
Pepsi (PEP) | 1.9 | $31M | 451k | 68.43 | |
Microsoft Corporation (MSFT) | 1.9 | $30M | 1.1M | 26.71 | |
United Technologies Corporation | 1.7 | $28M | 342k | 82.01 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.7 | $28M | 431k | 65.11 | |
Schlumberger (SLB) | 1.7 | $28M | 399k | 69.30 | |
American Express Company (AXP) | 1.7 | $27M | 464k | 57.48 | |
Thermo Fisher Scientific (TMO) | 1.5 | $25M | 387k | 63.78 | |
Chevron Corporation (CVX) | 1.4 | $23M | 214k | 108.14 | |
Celgene Corporation | 1.4 | $22M | 278k | 78.47 | |
Coca-Cola Company (KO) | 1.3 | $20M | 561k | 36.25 | |
Comcast Corporation | 1.3 | $20M | 566k | 35.92 | |
Walt Disney Company (DIS) | 1.2 | $19M | 383k | 49.79 | |
Abbott Laboratories (ABT) | 1.1 | $18M | 277k | 65.50 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $18M | 405k | 44.35 | |
Caterpillar (CAT) | 1.1 | $18M | 195k | 89.61 | |
Teva Pharmaceutical Industries (TEVA) | 1.1 | $17M | 464k | 37.34 | |
National-Oilwell Var | 1.0 | $17M | 243k | 68.35 | |
Novartis (NVS) | 1.0 | $16M | 260k | 63.30 | |
Starbucks Corporation (SBUX) | 1.0 | $16M | 303k | 53.63 | |
Vodafone | 1.0 | $16M | 616k | 25.19 | |
National Grid | 0.9 | $15M | 266k | 57.44 | |
Honeywell International (HON) | 0.9 | $14M | 226k | 63.47 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $14M | 98k | 142.41 | |
Ecolab (ECL) | 0.9 | $14M | 193k | 71.90 | |
Target Corporation (TGT) | 0.8 | $14M | 228k | 59.17 | |
0.8 | $13M | 19k | 707.40 | ||
Unilever | 0.8 | $13M | 342k | 38.30 | |
Philip Morris International (PM) | 0.8 | $13M | 153k | 83.64 | |
MetLife (MET) | 0.8 | $12M | 369k | 32.94 | |
Pfizer (PFE) | 0.7 | $12M | 475k | 25.08 | |
E.I. du Pont de Nemours & Company | 0.7 | $12M | 265k | 44.98 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $12M | 204k | 56.86 | |
Emerson Electric (EMR) | 0.7 | $11M | 215k | 52.96 | |
3M Company (MMM) | 0.7 | $11M | 121k | 92.85 | |
Apple (AAPL) | 0.7 | $11M | 21k | 532.20 | |
Kraft Foods | 0.7 | $11M | 249k | 45.47 | |
Berkshire Hathaway (BRK.B) | 0.7 | $11M | 124k | 89.70 | |
Boeing Company (BA) | 0.7 | $11M | 143k | 75.36 | |
Gilead Sciences (GILD) | 0.7 | $11M | 147k | 73.45 | |
McCormick & Company, Incorporated (MKC) | 0.7 | $11M | 168k | 63.53 | |
EMC Corporation | 0.7 | $11M | 415k | 25.30 | |
Allergan | 0.6 | $10M | 111k | 91.73 | |
Costco Wholesale Corporation (COST) | 0.6 | $9.9M | 101k | 98.73 | |
At&t (T) | 0.6 | $9.7M | 289k | 33.71 | |
Colgate-Palmolive Company (CL) | 0.6 | $9.7M | 93k | 104.54 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $9.6M | 215k | 44.53 | |
Deere & Company (DE) | 0.6 | $9.6M | 111k | 86.42 | |
Wells Fargo & Company (WFC) | 0.6 | $9.1M | 267k | 34.18 | |
Merck & Co (MRK) | 0.6 | $9.1M | 223k | 40.94 | |
Northern Trust Corporation (NTRS) | 0.6 | $9.0M | 180k | 50.16 | |
Monsanto Company | 0.5 | $8.6M | 91k | 94.65 | |
Nike (NKE) | 0.5 | $8.6M | 167k | 51.60 | |
Danaher Corporation (DHR) | 0.5 | $8.5M | 153k | 55.90 | |
W.W. Grainger (GWW) | 0.5 | $8.3M | 41k | 202.36 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $7.8M | 92k | 84.43 | |
Verizon Communications (VZ) | 0.5 | $7.8M | 179k | 43.27 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $7.7M | 41k | 185.71 | |
Travelers Companies (TRV) | 0.5 | $7.5M | 105k | 71.82 | |
Fiserv (FI) | 0.4 | $7.1M | 90k | 79.03 | |
Southwestern Energy Company | 0.4 | $7.1M | 214k | 33.41 | |
Lockheed Martin Corporation (LMT) | 0.4 | $6.9M | 75k | 92.29 | |
BB&T Corporation | 0.4 | $6.9M | 238k | 29.11 | |
Oracle Corporation (ORCL) | 0.4 | $6.8M | 203k | 33.32 | |
Luxottica Group S.p.A. | 0.4 | $6.6M | 161k | 41.35 | |
Cisco Systems (CSCO) | 0.4 | $6.4M | 325k | 19.65 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $6.4M | 82k | 78.10 | |
Kansas City Southern | 0.4 | $6.3M | 75k | 83.48 | |
Vanguard Gnma Fd - Adm (VFIJX) | 0.4 | $5.9M | 543k | 10.91 | |
PPL Corporation (PPL) | 0.3 | $5.6M | 196k | 28.63 | |
Mondelez Int (MDLZ) | 0.3 | $5.6M | 221k | 25.45 | |
Intel Corporation (INTC) | 0.3 | $5.5M | 268k | 20.62 | |
Home Depot (HD) | 0.3 | $5.3M | 86k | 61.86 | |
Public Storage (PSA) | 0.3 | $5.2M | 36k | 144.95 | |
Yum! Brands (YUM) | 0.3 | $5.2M | 78k | 66.40 | |
Walgreen Company | 0.3 | $5.1M | 138k | 37.01 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $5.1M | 45k | 113.10 | |
Comcast Corporation (CMCSA) | 0.3 | $4.8M | 128k | 37.36 | |
Tiffany & Co. | 0.3 | $4.6M | 80k | 57.34 | |
Berkshire Hathaway (BRK.A) | 0.3 | $4.6M | 34.00 | 134058.82 | |
Altria (MO) | 0.3 | $4.4M | 141k | 31.44 | |
Royal Dutch Shell | 0.3 | $4.4M | 63k | 68.95 | |
Kite Realty Group Trust | 0.3 | $4.2M | 752k | 5.59 | |
Chubb Corporation | 0.2 | $4.0M | 53k | 75.31 | |
IDEX Corporation (IEX) | 0.2 | $4.0M | 85k | 46.53 | |
iShares Russell 2000 Index (IWM) | 0.2 | $3.8M | 45k | 84.32 | |
Prudential Financial (PRU) | 0.2 | $3.8M | 70k | 53.33 | |
America Movil Sab De Cv spon adr l | 0.2 | $3.6M | 155k | 23.14 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $3.5M | 138k | 25.70 | |
BHP Billiton (BHP) | 0.2 | $3.6M | 46k | 78.42 | |
Columbia Acorn Fund Z (ACRNX) | 0.2 | $3.6M | 118k | 30.45 | |
Praxair | 0.2 | $3.3M | 30k | 109.44 | |
Syngenta | 0.2 | $3.5M | 43k | 80.80 | |
Union Pacific Corporation (UNP) | 0.2 | $3.1M | 25k | 125.73 | |
Analog Devices (ADI) | 0.2 | $3.1M | 74k | 42.06 | |
SPDR Gold Trust (GLD) | 0.2 | $3.1M | 19k | 162.04 | |
IntercontinentalEx.. | 0.2 | $3.0M | 24k | 123.80 | |
HSBC Holdings (HSBC) | 0.2 | $2.9M | 55k | 53.08 | |
U.S. Bancorp (USB) | 0.2 | $2.9M | 90k | 31.94 | |
eBay (EBAY) | 0.2 | $3.0M | 58k | 51.00 | |
T Rowe Price S/t Bond (PRWBX) | 0.2 | $2.9M | 590k | 4.85 | |
Dominion Resources (D) | 0.2 | $2.8M | 53k | 51.80 | |
Newell Rubbermaid (NWL) | 0.2 | $2.8M | 126k | 22.27 | |
ConocoPhillips (COP) | 0.2 | $2.8M | 49k | 57.99 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $2.7M | 27k | 101.71 | |
AGL Resources | 0.2 | $2.6M | 65k | 39.96 | |
Cummins (CMI) | 0.2 | $2.5M | 24k | 108.37 | |
Equity Residential (EQR) | 0.2 | $2.5M | 45k | 56.67 | |
Wal-Mart Stores (WMT) | 0.1 | $2.4M | 35k | 68.23 | |
Aptar (ATR) | 0.1 | $2.3M | 49k | 47.71 | |
Estee Lauder Companies (EL) | 0.1 | $2.5M | 41k | 59.87 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $2.4M | 42k | 57.24 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $2.4M | 40k | 60.53 | |
American Tower Reit (AMT) | 0.1 | $2.4M | 31k | 77.27 | |
Amgen (AMGN) | 0.1 | $2.2M | 26k | 86.20 | |
Kinder Morgan Energy Partners | 0.1 | $2.2M | 28k | 79.79 | |
Vanguard Gnma -inv (VFIIX) | 0.1 | $2.2M | 200k | 10.91 | |
Directv | 0.1 | $2.2M | 44k | 50.15 | |
BP (BP) | 0.1 | $2.1M | 50k | 41.65 | |
United Parcel Service (UPS) | 0.1 | $2.1M | 29k | 73.74 | |
iShares S&P 500 Index (IVV) | 0.1 | $2.1M | 14k | 143.14 | |
Murphy Oil Corporation (MUR) | 0.1 | $2.0M | 34k | 59.56 | |
iShares MSCI Brazil Index (EWZ) | 0.1 | $2.1M | 38k | 55.95 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $2.1M | 23k | 93.35 | |
MB Financial | 0.1 | $1.9M | 96k | 19.75 | |
Waste Management (WM) | 0.1 | $1.9M | 57k | 33.74 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $2.0M | 74k | 26.54 | |
Corporate Office Properties Trust (CDP) | 0.1 | $1.9M | 75k | 24.98 | |
Paychex (PAYX) | 0.1 | $1.7M | 56k | 31.10 | |
Plum Creek Timber | 0.1 | $1.8M | 40k | 44.37 | |
Hershey Company (HSY) | 0.1 | $1.8M | 24k | 72.24 | |
Keeley Small Cap Value Fund | 0.1 | $1.7M | 60k | 28.61 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | 42k | 37.68 | |
Automatic Data Processing (ADP) | 0.1 | $1.6M | 28k | 56.93 | |
Allstate Corporation (ALL) | 0.1 | $1.7M | 42k | 40.16 | |
Wisconsin Energy Corporation | 0.1 | $1.6M | 42k | 36.86 | |
Lazard Ltd-cl A shs a | 0.1 | $1.7M | 55k | 29.84 | |
Illinois Tool Works (ITW) | 0.1 | $1.7M | 28k | 60.82 | |
Simon Property (SPG) | 0.1 | $1.6M | 10k | 158.11 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.6M | 18k | 88.15 | |
Fidelity Spartan 500 Index Fun | 0.1 | $1.6M | 32k | 50.49 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.4M | 28k | 49.34 | |
NYSE Euronext | 0.1 | $1.4M | 44k | 31.53 | |
Energy Transfer Partners | 0.1 | $1.5M | 36k | 42.93 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 88k | 14.36 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.3M | 39k | 32.59 | |
Bed Bath & Beyond | 0.1 | $1.2M | 22k | 55.93 | |
GlaxoSmithKline | 0.1 | $1.3M | 29k | 43.48 | |
Stryker Corporation (SYK) | 0.1 | $1.3M | 23k | 54.83 | |
Oneok Partners | 0.1 | $1.3M | 25k | 54.01 | |
Ametek (AME) | 0.1 | $1.3M | 34k | 37.56 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.3M | 15k | 90.86 | |
Columbia Acorn Intl Fd Z (ACINX) | 0.1 | $1.3M | 31k | 40.84 | |
Hologic Inc frnt 2.000%12/1 | 0.1 | $1.1M | 1.1M | 1.00 | |
Western Union Company (WU) | 0.1 | $1.1M | 83k | 13.60 | |
PNC Financial Services (PNC) | 0.1 | $1.1M | 20k | 58.31 | |
Mylan | 0.1 | $1.1M | 40k | 27.46 | |
Williams-Sonoma (WSM) | 0.1 | $1.2M | 27k | 43.79 | |
Amazon (AMZN) | 0.1 | $1.2M | 4.8k | 250.88 | |
Eni S.p.A. (E) | 0.1 | $1.1M | 23k | 49.14 | |
Enterprise Products Partners (EPD) | 0.1 | $1.2M | 24k | 50.08 | |
Perrigo Company | 0.1 | $1.1M | 11k | 104.03 | |
Baxter International (BAX) | 0.1 | $891k | 13k | 66.65 | |
Sherwin-Williams Company (SHW) | 0.1 | $999k | 6.5k | 153.83 | |
Lowe's Companies (LOW) | 0.1 | $902k | 25k | 35.53 | |
Entergy Corporation (ETR) | 0.1 | $1.0M | 16k | 63.76 | |
Siemens (SIEGY) | 0.1 | $998k | 9.1k | 109.49 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $959k | 21k | 45.75 | |
iShares MSCI Canada Index (EWC) | 0.1 | $978k | 34k | 28.41 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $990k | 12k | 84.45 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.0M | 26k | 40.70 | |
Duke Energy (DUK) | 0.1 | $943k | 15k | 63.79 | |
BlackRock (BLK) | 0.1 | $806k | 3.9k | 206.77 | |
Coach | 0.1 | $836k | 15k | 55.49 | |
Telefonica (TEF) | 0.1 | $820k | 61k | 13.49 | |
Dover Corporation (DOV) | 0.1 | $789k | 12k | 65.75 | |
Central Fd Cda Ltd cl a | 0.1 | $808k | 38k | 21.04 | |
Fidelity Concord Str Sp 500 Id | 0.1 | $803k | 16k | 50.51 | |
Franklin High Yield Tf Inc mf | 0.1 | $804k | 73k | 10.98 | |
Time Warner | 0.0 | $607k | 13k | 47.81 | |
Cme (CME) | 0.0 | $591k | 12k | 50.64 | |
Bank of America Corporation (BAC) | 0.0 | $601k | 52k | 11.61 | |
Northrop Grumman Corporation (NOC) | 0.0 | $587k | 8.7k | 67.63 | |
Dun & Bradstreet Corporation | 0.0 | $648k | 8.2k | 78.66 | |
Nordstrom (JWN) | 0.0 | $638k | 12k | 53.53 | |
CIGNA Corporation | 0.0 | $658k | 12k | 53.50 | |
General Mills (GIS) | 0.0 | $666k | 17k | 40.43 | |
Liberty Media | 0.0 | $701k | 36k | 19.69 | |
Macy's (M) | 0.0 | $636k | 16k | 39.01 | |
Nextera Energy (NEE) | 0.0 | $599k | 8.7k | 69.14 | |
Sigma-Aldrich Corporation | 0.0 | $692k | 9.4k | 73.62 | |
Stericycle (SRCL) | 0.0 | $622k | 6.7k | 93.32 | |
Southern Company (SO) | 0.0 | $638k | 15k | 42.80 | |
RBC Bearings Incorporated (RBC) | 0.0 | $645k | 13k | 50.10 | |
Taubman Centers | 0.0 | $590k | 7.5k | 78.67 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $577k | 8.9k | 65.15 | |
Central Gold-Trust | 0.0 | $578k | 9.2k | 62.83 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $592k | 9.3k | 63.49 | |
Time Warner Cable | 0.0 | $472k | 4.9k | 97.12 | |
Ameriprise Financial (AMP) | 0.0 | $424k | 6.8k | 62.61 | |
Affiliated Managers (AMG) | 0.0 | $419k | 3.2k | 130.21 | |
Cardinal Health (CAH) | 0.0 | $544k | 13k | 41.17 | |
Hologic (HOLX) | 0.0 | $415k | 21k | 20.02 | |
Noble Energy | 0.0 | $495k | 4.9k | 101.81 | |
Dow Chemical Company | 0.0 | $435k | 13k | 32.35 | |
Medtronic | 0.0 | $471k | 12k | 41.04 | |
Ross Stores (ROST) | 0.0 | $476k | 8.8k | 54.09 | |
Hanesbrands (HBI) | 0.0 | $493k | 14k | 35.83 | |
Campbell Soup Company (CPB) | 0.0 | $434k | 13k | 34.86 | |
Becton, Dickinson and (BDX) | 0.0 | $412k | 5.3k | 78.12 | |
Diageo (DEO) | 0.0 | $430k | 3.7k | 116.69 | |
Liberty Global | 0.0 | $406k | 6.5k | 62.89 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $525k | 6.9k | 76.54 | |
Texas Instruments Incorporated (TXN) | 0.0 | $554k | 18k | 30.90 | |
Weyerhaeuser Company (WY) | 0.0 | $481k | 17k | 27.84 | |
Markel Corporation (MKL) | 0.0 | $482k | 1.1k | 433.84 | |
Msci (MSCI) | 0.0 | $562k | 18k | 31.01 | |
Zimmer Holdings (ZBH) | 0.0 | $404k | 6.1k | 66.63 | |
Energy Select Sector SPDR (XLE) | 0.0 | $498k | 7.0k | 71.39 | |
Starwood Hotels & Resorts Worldwide | 0.0 | $510k | 8.9k | 57.41 | |
Polypore International | 0.0 | $455k | 9.8k | 46.48 | |
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) | 0.0 | $445k | 19k | 23.25 | |
iShares S&P 100 Index (OEF) | 0.0 | $502k | 7.8k | 64.73 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $410k | 6.2k | 66.38 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $501k | 4.5k | 111.33 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $463k | 4.4k | 105.42 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $462k | 7.2k | 63.97 | |
T. Rowe Price Growth Stock Fun (PRGFX) | 0.0 | $407k | 11k | 37.76 | |
Dreyfus Muni Bond | 0.0 | $487k | 41k | 11.92 | |
Vanguard Total Stock Mkt Index (VTSAX) | 0.0 | $494k | 14k | 35.66 | |
Janus Short-term Bond J (JASBX) | 0.0 | $541k | 176k | 3.08 | |
Doubleline Total Return Bd (DLTNX) | 0.0 | $513k | 45k | 11.33 | |
Fidelity Puritan Fund (FPURX) | 0.0 | $507k | 26k | 19.42 | |
Schwab Total Stock Mrkt Ind-se (SWTSX) | 0.0 | $444k | 17k | 25.78 | |
Vanguard Wellington (VWENX) | 0.0 | $409k | 7.0k | 58.43 | |
Liberty Media Corp lcpad | 0.0 | $549k | 4.7k | 115.95 | |
Beam | 0.0 | $523k | 8.6k | 61.08 | |
Phillips 66 (PSX) | 0.0 | $482k | 9.1k | 53.12 | |
Ansys (ANSS) | 0.0 | $334k | 5.0k | 67.41 | |
Progressive Corporation (PGR) | 0.0 | $258k | 12k | 21.06 | |
Crown Castle International | 0.0 | $259k | 3.6k | 72.04 | |
Via | 0.0 | $310k | 5.9k | 52.72 | |
Consolidated Edison (ED) | 0.0 | $386k | 6.9k | 55.55 | |
Copart (CPRT) | 0.0 | $278k | 9.4k | 29.51 | |
Franklin Resources (BEN) | 0.0 | $333k | 2.7k | 125.66 | |
Kohl's Corporation (KSS) | 0.0 | $291k | 6.8k | 42.98 | |
PPG Industries (PPG) | 0.0 | $338k | 2.5k | 135.20 | |
Spectra Energy | 0.0 | $345k | 13k | 27.35 | |
Stanley Black & Decker (SWK) | 0.0 | $399k | 5.4k | 74.03 | |
Waters Corporation (WAT) | 0.0 | $354k | 4.1k | 87.08 | |
Baker Hughes Incorporated | 0.0 | $251k | 6.1k | 40.89 | |
Intuitive Surgical (ISRG) | 0.0 | $294k | 600.00 | 490.00 | |
Liberty Global | 0.0 | $379k | 6.5k | 58.71 | |
UnitedHealth (UNH) | 0.0 | $289k | 5.3k | 54.28 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $299k | 4.1k | 72.93 | |
Canadian Pacific Railway | 0.0 | $269k | 2.7k | 101.51 | |
Exelon Corporation (EXC) | 0.0 | $389k | 13k | 29.73 | |
Staples | 0.0 | $260k | 23k | 11.39 | |
EOG Resources (EOG) | 0.0 | $338k | 2.8k | 120.71 | |
Washington Post Company | 0.0 | $245k | 672.00 | 364.58 | |
Clorox Company (CLX) | 0.0 | $256k | 3.5k | 73.31 | |
Advance Auto Parts (AAP) | 0.0 | $365k | 5.1k | 72.28 | |
Vornado Realty Trust (VNO) | 0.0 | $256k | 3.2k | 79.98 | |
Bce (BCE) | 0.0 | $280k | 6.5k | 42.93 | |
Sempra Energy (SRE) | 0.0 | $305k | 4.3k | 70.93 | |
Ventas (VTR) | 0.0 | $351k | 5.4k | 64.81 | |
H.J. Heinz Company | 0.0 | $362k | 6.3k | 57.67 | |
Actuant Corporation | 0.0 | $329k | 12k | 27.92 | |
Genesis Energy (GEL) | 0.0 | $246k | 6.9k | 35.65 | |
NuStar Energy | 0.0 | $306k | 7.2k | 42.50 | |
Plains All American Pipeline (PAA) | 0.0 | $368k | 8.1k | 45.28 | |
SPX Corporation | 0.0 | $351k | 5.0k | 70.06 | |
Steiner Leisure Ltd Com Stk | 0.0 | $266k | 5.5k | 48.41 | |
Hexcel Corporation (HXL) | 0.0 | $243k | 9.0k | 27.00 | |
Integrys Energy | 0.0 | $349k | 6.7k | 52.25 | |
Magellan Midstream Partners | 0.0 | $259k | 6.0k | 43.17 | |
HCP | 0.0 | $382k | 8.5k | 45.21 | |
Technology SPDR (XLK) | 0.0 | $273k | 9.5k | 28.86 | |
EQT Corporation (EQT) | 0.0 | $290k | 4.9k | 58.93 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.0 | $291k | 9.9k | 29.35 | |
Boston Properties (BXP) | 0.0 | $354k | 3.3k | 105.80 | |
Oneok (OKE) | 0.0 | $260k | 6.1k | 42.69 | |
Dodge & Cox Stk Fd Com mutual funds | 0.0 | $401k | 3.3k | 121.85 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $243k | 5.2k | 47.18 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $329k | 4.1k | 80.93 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $284k | 3.5k | 80.91 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $309k | 3.7k | 84.08 | |
PowerShares Preferred Portfolio | 0.0 | $327k | 22k | 14.70 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $337k | 7.0k | 48.14 | |
Vanguard Inflation Protected Iv (VIPSX) | 0.0 | $304k | 21k | 14.54 | |
ETFS Gold Trust | 0.0 | $264k | 1.6k | 165.00 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $364k | 11k | 33.70 | |
Horizon Ban (HBNC) | 0.0 | $332k | 17k | 19.66 | |
Oakmark Int'l (OAKIX) | 0.0 | $242k | 12k | 20.91 | |
Vanguard World Fund mutual funds (VWIGX) | 0.0 | $374k | 19k | 19.25 | |
American Gwth Fd Of Amer F2 (GFFFX) | 0.0 | $250k | 7.3k | 34.24 | |
Permanent Portfolio (PRPFX) | 0.0 | $253k | 5.2k | 48.60 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.0 | $326k | 5.8k | 56.54 | |
Vanguard 500 Index Fd Sign | 0.0 | $370k | 3.4k | 108.63 | |
Amer Fds New Perspective A (ANWPX) | 0.0 | $336k | 11k | 31.28 | |
Vanguard Prime Cap Adm. (VPMAX) | 0.0 | $269k | 3.7k | 72.00 | |
Covidien | 0.0 | $330k | 5.7k | 57.67 | |
Fundamental Invs Inc cl f2 (FINFX) | 0.0 | $263k | 6.5k | 40.77 | |
First Eagle Us Value Fd Cl A mutual funds (FEVAX) | 0.0 | $276k | 16k | 17.85 | |
Vanguard Windsor Fund Admiral (VWNEX) | 0.0 | $245k | 4.8k | 50.86 | |
Fidelity Spartan Intl Index Iv | 0.0 | $280k | 8.2k | 34.23 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $313k | 6.4k | 48.56 | |
Keeley Mid Cap Value | 0.0 | $268k | 24k | 11.38 | |
Vanguard Inflat Protect Sec Ad (VAIPX) | 0.0 | $244k | 8.5k | 28.58 | |
Citigroup (C) | 0.0 | $281k | 7.1k | 39.60 | |
Prologis (PLD) | 0.0 | $270k | 7.4k | 36.49 | |
Templeton Global Bond Fund Cl mf (TPINX) | 0.0 | $302k | 23k | 13.38 | |
Express Scripts Holding | 0.0 | $283k | 5.2k | 54.03 | |
Aon | 0.0 | $316k | 5.7k | 55.58 | |
Shelton Funds - S&p Midcap Ind | 0.0 | $372k | 16k | 22.80 | |
Dreyfus Amt-free Muni Bond | 0.0 | $311k | 22k | 14.34 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $209k | 2.8k | 73.98 | |
Goldman Sachs (GS) | 0.0 | $108k | 850.00 | 127.06 | |
Lincoln National Corporation (LNC) | 0.0 | $208k | 8.0k | 25.93 | |
Norfolk Southern (NSC) | 0.0 | $187k | 3.0k | 61.72 | |
Hospira | 0.0 | $144k | 4.6k | 31.24 | |
FirstEnergy (FE) | 0.0 | $202k | 4.8k | 41.85 | |
Apache Corporation | 0.0 | $141k | 1.8k | 78.77 | |
Digital Realty Trust (DLR) | 0.0 | $164k | 2.4k | 67.88 | |
Leggett & Platt (LEG) | 0.0 | $196k | 7.2k | 27.22 | |
T. Rowe Price (TROW) | 0.0 | $146k | 2.2k | 65.06 | |
Teradata Corporation (TDC) | 0.0 | $209k | 3.4k | 61.78 | |
McGraw-Hill Companies | 0.0 | $171k | 3.1k | 54.72 | |
Everest Re Group (EG) | 0.0 | $218k | 2.0k | 109.71 | |
CVS Caremark Corporation (CVS) | 0.0 | $179k | 3.7k | 48.23 | |
McKesson Corporation (MCK) | 0.0 | $130k | 1.3k | 97.01 | |
Hewlett-Packard Company | 0.0 | $118k | 8.3k | 14.22 | |
Royal Dutch Shell | 0.0 | $213k | 3.0k | 71.00 | |
Sanofi-Aventis SA (SNY) | 0.0 | $171k | 3.6k | 47.50 | |
Encana Corp | 0.0 | $85k | 4.3k | 19.71 | |
Ford Motor Company (F) | 0.0 | $172k | 13k | 12.99 | |
Accenture (ACN) | 0.0 | $153k | 2.3k | 66.52 | |
General Dynamics Corporation (GD) | 0.0 | $117k | 1.7k | 69.15 | |
Novo Nordisk A/S (NVO) | 0.0 | $142k | 871.00 | 163.03 | |
Gannett | 0.0 | $82k | 4.6k | 17.98 | |
Coventry Health Care | 0.0 | $182k | 4.1k | 44.94 | |
Kellogg Company (K) | 0.0 | $154k | 2.8k | 55.98 | |
Visa (V) | 0.0 | $159k | 1.1k | 151.43 | |
Discovery Communications | 0.0 | $153k | 2.6k | 58.69 | |
Discovery Communications | 0.0 | $186k | 2.9k | 63.42 | |
Westar Energy | 0.0 | $218k | 7.6k | 28.68 | |
Applied Materials (AMAT) | 0.0 | $162k | 14k | 11.41 | |
Precision Castparts | 0.0 | $220k | 1.2k | 189.66 | |
Mead Johnson Nutrition | 0.0 | $219k | 3.3k | 65.81 | |
salesforce (CRM) | 0.0 | $239k | 1.4k | 167.96 | |
Wyndham Worldwide Corporation | 0.0 | $154k | 2.9k | 53.09 | |
Life Technologies | 0.0 | $134k | 2.7k | 49.17 | |
iShares MSCI Japan Index | 0.0 | $108k | 11k | 9.74 | |
Littelfuse (LFUS) | 0.0 | $170k | 2.8k | 61.82 | |
DTE Energy Company (DTE) | 0.0 | $203k | 3.4k | 60.06 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $213k | 4.4k | 47.89 | |
Alliant Energy Corporation (LNT) | 0.0 | $182k | 4.2k | 43.86 | |
MVC Capital | 0.0 | $161k | 13k | 12.15 | |
SCANA Corporation | 0.0 | $169k | 3.7k | 45.68 | |
ARM Holdings | 0.0 | $240k | 6.3k | 37.85 | |
Holly Energy Partners | 0.0 | $213k | 3.2k | 65.74 | |
ISIS Pharmaceuticals | 0.0 | $228k | 22k | 10.42 | |
Lululemon Athletica (LULU) | 0.0 | $130k | 1.7k | 76.47 | |
Unilever (UL) | 0.0 | $87k | 2.2k | 38.80 | |
Valmont Industries (VMI) | 0.0 | $205k | 1.5k | 136.67 | |
Equity Lifestyle Properties (ELS) | 0.0 | $205k | 3.0k | 67.35 | |
Realty Income (O) | 0.0 | $157k | 3.9k | 40.26 | |
St. Jude Medical | 0.0 | $201k | 5.6k | 36.16 | |
Scripps Networks Interactive | 0.0 | $170k | 2.9k | 58.04 | |
Suncor Energy (SU) | 0.0 | $134k | 4.1k | 33.03 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.0 | $166k | 16k | 10.31 | |
Vanguard 500 Index Fund mut (VFINX) | 0.0 | $213k | 1.6k | 131.40 | |
Vanguard Small Cap Index Fund mut | 0.0 | $90k | 2.3k | 38.89 | |
CBOE Holdings (CBOE) | 0.0 | $231k | 7.8k | 29.44 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $161k | 4.6k | 35.18 | |
Dodge & Cox Fds Intl Stk Fd mutual funds | 0.0 | $102k | 2.9k | 34.60 | |
Hussman Invt Tr Strategic Grw mutual funds (HSGFX) | 0.0 | $119k | 11k | 10.67 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $239k | 2.9k | 82.33 | |
DNP Select Income Fund (DNP) | 0.0 | $136k | 14k | 9.45 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $125k | 1.0k | 121.36 | |
Nymox Pharmaceutical Corporation | 0.0 | $172k | 25k | 6.88 | |
Motorola Solutions (MSI) | 0.0 | $114k | 2.0k | 55.66 | |
Vanguard REIT ETF (VNQ) | 0.0 | $162k | 2.5k | 65.72 | |
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 | $144k | 6.5k | 22.10 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.0 | $101k | 3.6k | 28.11 | |
Fidelity Municipal Income Fund (FHIGX) | 0.0 | $136k | 10k | 13.53 | |
Pimco Total Return Fund Instl mf-s (PTTRX) | 0.0 | $202k | 18k | 11.26 | |
Fidelity Contra (FCNTX) | 0.0 | $105k | 1.4k | 77.43 | |
Franklin Custodian Fds Inc income advisr (FRIAX) | 0.0 | $87k | 39k | 2.22 | |
Goldman Sachs High Yield Fd- Ins equity (GSHIX) | 0.0 | $109k | 15k | 7.32 | |
Vanguard Mun Bd Fd Inc Lt Txex (VWLUX) | 0.0 | $155k | 13k | 11.81 | |
Fidelity Equity Income Fd mutual funds (FEQIX) | 0.0 | $221k | 4.7k | 47.04 | |
Fidelity Gnma Fund fix inc fund (FGMNX) | 0.0 | $162k | 14k | 11.77 | |
Fidelity Fund (FFIDX) | 0.0 | $165k | 4.6k | 35.72 | |
Janus Fund | 0.0 | $221k | 6.9k | 31.93 | |
Nuveen H/y Muni Bd (NHMRX) | 0.0 | $210k | 12k | 17.14 | |
Pioneer High Income Muni Fd - | 0.0 | $89k | 11k | 8.14 | |
Price T Rowe Tax Free Inc Bond (PRTAX) | 0.0 | $229k | 22k | 10.57 | |
T Rowe Price High Yield (PRHYX) | 0.0 | $118k | 17k | 7.00 | |
Thornbugr Inv Inc Bld (TIBAX) | 0.0 | $189k | 10k | 18.86 | |
Wells Fargo Adv Inc Pl | 0.0 | $133k | 11k | 12.18 | |
De Master Blenders 1753 | 0.0 | $111k | 9.7k | 11.40 | |
Pentair | 0.0 | $203k | 4.1k | 49.20 | |
Pyxis Long/short Eq | 0.0 | $107k | 10k | 10.59 | |
Corning Incorporated (GLW) | 0.0 | $43k | 3.4k | 12.57 | |
FedEx Corporation (FDX) | 0.0 | $68k | 738.00 | 92.14 | |
CBS Corporation | 0.0 | $24k | 635.00 | 37.80 | |
Carnival Corporation (CCL) | 0.0 | $18k | 500.00 | 36.00 | |
International Game Technology | 0.0 | $44k | 3.1k | 14.19 | |
SYSCO Corporation (SYY) | 0.0 | $72k | 2.3k | 31.65 | |
AFLAC Incorporated (AFL) | 0.0 | $16k | 300.00 | 53.33 | |
TECO Energy | 0.0 | $37k | 2.2k | 16.82 | |
Tellabs | 0.0 | $4.0k | 1.9k | 2.15 | |
Interpublic Group of Companies (IPG) | 0.0 | $12k | 1.1k | 10.63 | |
Omnicare | 0.0 | $0 | 10.00 | 0.00 | |
Total (TTE) | 0.0 | $3.0k | 54.00 | 55.56 | |
Dell | 0.0 | $19k | 1.9k | 10.27 | |
Marriott International (MAR) | 0.0 | $15k | 403.00 | 37.22 | |
CB Richard Ellis | 0.0 | $39k | 2.0k | 19.75 | |
Old Republic International Corporation (ORI) | 0.0 | $77k | 7.2k | 10.63 | |
Xcel Energy (XEL) | 0.0 | $80k | 3.0k | 26.62 | |
Quicksilver Resources | 0.0 | $0 | 37.00 | 0.00 | |
J.M. Smucker Company (SJM) | 0.0 | $26k | 297.00 | 87.54 | |
priceline.com Incorporated | 0.0 | $34k | 54.00 | 629.63 | |
Toyota Motor Corporation (TM) | 0.0 | $5.0k | 49.00 | 102.04 | |
Epl Technologies | 0.0 | $0 | 41k | 0.00 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $8.0k | 59.00 | 135.59 | |
Sirius XM Radio | 0.0 | $61k | 21k | 2.89 | |
Ladenburg Thalmann Financial Services | 0.0 | $28k | 20k | 1.40 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $75k | 1.1k | 65.79 | |
American International (AIG) | 0.0 | $8.0k | 224.00 | 35.71 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $26k | 419.00 | 62.05 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $21k | 585.00 | 35.90 | |
Ecotality | 0.0 | $44k | 100k | 0.44 | |
Pimco Commodity Rr Strat-ins (PCRIX) | 0.0 | $14k | 2.1k | 6.82 | |
Alpine Dynamic Dvd Fund | 0.0 | $76k | 22k | 3.39 | |
American Capital Wld Grth & In (CWGIX) | 0.0 | $59k | 1.6k | 37.20 | |
Pimco Funds Total Return Incom | 0.0 | $24k | 2.2k | 11.03 | |
Viaspace (VSPC) | 0.0 | $700.000000 | 70k | 0.01 | |
Fidelity Intermediate Municipa (FLTMX) | 0.0 | $77k | 7.2k | 10.68 | |
Applied Nanotech Holdings (APNT) | 0.0 | $960.000000 | 12k | 0.08 | |
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 | $6.2k | 69k | 0.09 | |
T. Rowe Price Capital Apprecia (PRWCX) | 0.0 | $59k | 2.7k | 22.14 | |
Vangurad Interm-term Bond Inde | 0.0 | $77k | 6.4k | 12.00 | |
Te Connectivity Ltd for (TEL) | 0.0 | $4.0k | 116.00 | 34.48 | |
T. Rowe Price Intl (PRITX) | 0.0 | $37k | 2.5k | 14.55 | |
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 | $0 | 30k | 0.00 | |
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 | |
Fidelity Equity Income Ii Fund (FEQTX) | 0.0 | $9.0k | 453.00 | 19.87 | |
Vanguard Small Cap Index Signa | 0.0 | $24k | 694.00 | 34.58 | |
Vanguard Short-term Bond Index | 0.0 | $78k | 7.4k | 10.61 | |
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 | 4.79 | |
Rowe T Price Mid Cp Val (TRMCX) | 0.0 | $9.0k | 371.00 | 24.26 | |
Doubleline Total Return Bond (DBLTX) | 0.0 | $66k | 5.9k | 11.25 |