Gofen & Glossberg as of March 31, 2013
Portfolio Holdings for Gofen & Glossberg
Gofen & Glossberg holds 493 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
International Business Machines (IBM) | 4.3 | $78M | 365k | 213.30 | |
Procter & Gamble Company (PG) | 3.6 | $65M | 849k | 77.06 | |
Exxon Mobil Corporation (XOM) | 3.3 | $60M | 662k | 90.11 | |
Johnson & Johnson (JNJ) | 2.7 | $49M | 598k | 81.53 | |
General Electric Company | 2.3 | $42M | 1.8M | 23.12 | |
Qualcomm (QCOM) | 2.3 | $41M | 613k | 66.94 | |
JPMorgan Chase & Co. (JPM) | 2.2 | $40M | 843k | 47.46 | |
McDonald's Corporation (MCD) | 2.2 | $39M | 394k | 99.69 | |
Pepsi (PEP) | 2.0 | $36M | 454k | 79.11 | |
United Technologies Corporation | 1.8 | $32M | 344k | 93.43 | |
Celgene Corporation | 1.7 | $31M | 271k | 115.91 | |
American Express Company (AXP) | 1.7 | $31M | 462k | 67.46 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.7 | $31M | 428k | 72.50 | |
Microsoft Corporation (MSFT) | 1.7 | $31M | 1.1M | 28.61 | |
Schlumberger (SLB) | 1.7 | $30M | 400k | 74.89 | |
Thermo Fisher Scientific (TMO) | 1.6 | $30M | 390k | 76.49 | |
Chevron Corporation (CVX) | 1.4 | $26M | 217k | 118.82 | |
Coca-Cola Company (KO) | 1.3 | $23M | 562k | 40.44 | |
Comcast Corporation | 1.2 | $22M | 556k | 39.61 | |
Walt Disney Company (DIS) | 1.2 | $22M | 388k | 56.80 | |
Novartis (NVS) | 1.0 | $19M | 260k | 71.24 | |
National-Oilwell Var | 1.0 | $18M | 257k | 70.75 | |
Caterpillar (CAT) | 1.0 | $17M | 201k | 86.97 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.0 | $17M | 407k | 42.77 | |
Starbucks Corporation (SBUX) | 1.0 | $17M | 305k | 56.95 | |
Vodafone | 0.9 | $17M | 592k | 28.40 | |
Honeywell International (HON) | 0.9 | $17M | 220k | 75.35 | |
Kraft Foods | 0.9 | $17M | 322k | 51.53 | |
Target Corporation (TGT) | 0.9 | $16M | 237k | 68.45 | |
Ecolab (ECL) | 0.9 | $16M | 193k | 80.18 | |
National Grid | 0.8 | $15M | 264k | 58.01 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $15M | 97k | 156.68 | |
0.8 | $15M | 18k | 794.18 | ||
Unilever | 0.8 | $14M | 346k | 41.00 | |
Gilead Sciences (GILD) | 0.8 | $14M | 290k | 48.94 | |
Philip Morris International (PM) | 0.8 | $14M | 152k | 92.71 | |
MetLife (MET) | 0.8 | $14M | 369k | 38.02 | |
Teva Pharmaceutical Industries (TEVA) | 0.8 | $14M | 349k | 39.68 | |
Pfizer (PFE) | 0.8 | $14M | 472k | 28.86 | |
Apple (AAPL) | 0.8 | $14M | 31k | 442.66 | |
Berkshire Hathaway (BRK.B) | 0.7 | $13M | 124k | 104.20 | |
E.I. du Pont de Nemours & Company | 0.7 | $13M | 266k | 49.16 | |
3M Company (MMM) | 0.7 | $13M | 121k | 106.31 | |
McCormick & Company, Incorporated (MKC) | 0.7 | $13M | 174k | 73.55 | |
Vanguard Emerging Markets ETF (VWO) | 0.7 | $13M | 299k | 42.89 | |
Boeing Company (BA) | 0.7 | $13M | 146k | 85.85 | |
Allergan | 0.7 | $12M | 110k | 111.63 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $12M | 205k | 58.98 | |
Emerson Electric (EMR) | 0.7 | $12M | 214k | 55.87 | |
EMC Corporation | 0.7 | $12M | 488k | 23.89 | |
Abbvie (ABBV) | 0.6 | $12M | 283k | 40.78 | |
Merck & Co (MRK) | 0.6 | $11M | 253k | 44.20 | |
Colgate-Palmolive Company (CL) | 0.6 | $11M | 93k | 118.03 | |
Costco Wholesale Corporation (COST) | 0.6 | $11M | 100k | 106.11 | |
At&t (T) | 0.6 | $11M | 286k | 36.69 | |
Abbott Laboratories (ABT) | 0.6 | $9.9M | 279k | 35.32 | |
Nike (NKE) | 0.6 | $9.9M | 168k | 59.01 | |
Northern Trust Corporation (NTRS) | 0.5 | $9.5M | 174k | 54.56 | |
Monsanto Company | 0.5 | $9.6M | 90k | 105.63 | |
Wells Fargo & Company (WFC) | 0.5 | $9.6M | 260k | 36.99 | |
Deere & Company (DE) | 0.5 | $9.4M | 109k | 85.98 | |
W.W. Grainger (GWW) | 0.5 | $9.2M | 41k | 224.97 | |
Danaher Corporation (DHR) | 0.5 | $9.3M | 150k | 62.15 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $9.1M | 93k | 97.98 | |
Travelers Companies (TRV) | 0.5 | $8.8M | 104k | 84.19 | |
Verizon Communications (VZ) | 0.5 | $8.8M | 180k | 49.15 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $8.7M | 41k | 209.71 | |
BB&T Corporation | 0.5 | $8.5M | 269k | 31.39 | |
Kansas City Southern | 0.5 | $8.3M | 75k | 110.90 | |
Luxottica Group S.p.A. | 0.4 | $7.9M | 158k | 50.29 | |
Fiserv (FI) | 0.4 | $7.5M | 86k | 87.86 | |
Southwestern Energy Company | 0.4 | $7.6M | 205k | 37.26 | |
Lockheed Martin Corporation (LMT) | 0.4 | $7.0M | 73k | 96.52 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $7.1M | 82k | 87.06 | |
Cisco Systems (CSCO) | 0.4 | $6.9M | 329k | 20.89 | |
Oracle Corporation (ORCL) | 0.4 | $6.5M | 202k | 32.33 | |
PPL Corporation (PPL) | 0.3 | $6.3M | 202k | 31.31 | |
Mondelez Int (MDLZ) | 0.3 | $6.1M | 201k | 30.62 | |
Vanguard Gnma Fd - Adm (VFIJX) | 0.3 | $6.0M | 556k | 10.85 | |
Home Depot (HD) | 0.3 | $5.8M | 83k | 69.78 | |
Walgreen Company | 0.3 | $5.8M | 121k | 47.68 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $5.8M | 45k | 127.29 | |
Intel Corporation (INTC) | 0.3 | $5.5M | 254k | 21.84 | |
Tiffany & Co. | 0.3 | $5.6M | 80k | 69.54 | |
Yum! Brands (YUM) | 0.3 | $5.6M | 77k | 71.94 | |
Kite Realty Group Trust | 0.3 | $5.6M | 824k | 6.74 | |
Comcast Corporation (CMCSA) | 0.3 | $5.3M | 127k | 41.98 | |
Public Storage (PSA) | 0.3 | $5.3M | 35k | 152.32 | |
Berkshire Hathaway (BRK.A) | 0.3 | $5.3M | 34.00 | 156294.12 | |
GlaxoSmithKline | 0.3 | $5.0M | 106k | 46.91 | |
Altria (MO) | 0.3 | $4.7M | 138k | 34.39 | |
Chubb Corporation | 0.2 | $4.6M | 52k | 87.54 | |
IDEX Corporation (IEX) | 0.2 | $4.5M | 84k | 53.42 | |
iShares Russell 2000 Index (IWM) | 0.2 | $4.3M | 46k | 94.43 | |
Royal Dutch Shell | 0.2 | $4.1M | 63k | 65.17 | |
Prudential Financial (PRU) | 0.2 | $4.1M | 70k | 58.98 | |
Columbia Acorn Fund Z (ACRNX) | 0.2 | $4.1M | 122k | 33.45 | |
IntercontinentalEx.. | 0.2 | $4.0M | 24k | 163.07 | |
Union Pacific Corporation (UNP) | 0.2 | $3.5M | 25k | 142.43 | |
Newell Rubbermaid (NWL) | 0.2 | $3.6M | 137k | 26.10 | |
Syngenta | 0.2 | $3.6M | 43k | 83.76 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $3.5M | 125k | 27.99 | |
Analog Devices (ADI) | 0.2 | $3.5M | 74k | 46.49 | |
eBay (EBAY) | 0.2 | $3.4M | 63k | 54.22 | |
Praxair | 0.2 | $3.4M | 31k | 111.53 | |
Stone Ridge Reinsur Risk Premi | 0.2 | $3.4M | 341k | 9.97 | |
America Movil Sab De Cv spon adr l | 0.2 | $3.1M | 149k | 20.96 | |
Dominion Resources (D) | 0.2 | $3.1M | 53k | 58.18 | |
BHP Billiton (BHP) | 0.2 | $3.1M | 46k | 68.43 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $3.1M | 27k | 115.06 | |
U.S. Bancorp (USB) | 0.2 | $3.0M | 88k | 33.93 | |
ConocoPhillips (COP) | 0.2 | $2.8M | 47k | 60.09 | |
Aptar (ATR) | 0.2 | $2.8M | 49k | 57.36 | |
SPDR Gold Trust (GLD) | 0.2 | $3.0M | 19k | 154.44 | |
HSBC Holdings (HSBC) | 0.1 | $2.8M | 52k | 53.34 | |
AGL Resources | 0.1 | $2.7M | 65k | 41.96 | |
Cummins (CMI) | 0.1 | $2.7M | 23k | 115.83 | |
Amgen (AMGN) | 0.1 | $2.6M | 26k | 102.50 | |
Estee Lauder Companies (EL) | 0.1 | $2.7M | 42k | 64.03 | |
Wal-Mart Stores (WMT) | 0.1 | $2.6M | 35k | 74.83 | |
Equity Residential (EQR) | 0.1 | $2.5M | 45k | 55.07 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $2.6M | 41k | 63.40 | |
T Rowe Price S/t Bond (PRWBX) | 0.1 | $2.6M | 532k | 4.84 | |
Directv | 0.1 | $2.4M | 43k | 56.60 | |
United Parcel Service (UPS) | 0.1 | $2.4M | 28k | 85.91 | |
iShares S&P 500 Index (IVV) | 0.1 | $2.3M | 15k | 157.38 | |
Kinder Morgan Energy Partners | 0.1 | $2.4M | 27k | 89.75 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $2.4M | 40k | 59.07 | |
American Tower Reit (AMT) | 0.1 | $2.4M | 31k | 76.92 | |
MB Financial | 0.1 | $2.1M | 87k | 24.17 | |
Waste Management (WM) | 0.1 | $2.1M | 53k | 39.21 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $2.2M | 73k | 29.55 | |
Plum Creek Timber | 0.1 | $2.1M | 40k | 52.21 | |
Murphy Oil Corporation (MUR) | 0.1 | $2.1M | 33k | 63.74 | |
Hershey Company (HSY) | 0.1 | $2.1M | 24k | 87.53 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $2.1M | 23k | 94.37 | |
Vanguard Gnma -inv (VFIIX) | 0.1 | $2.1M | 196k | 10.85 | |
BP (BP) | 0.1 | $2.1M | 49k | 42.34 | |
Allstate Corporation (ALL) | 0.1 | $2.1M | 42k | 49.07 | |
Corporate Office Properties Trust (CDP) | 0.1 | $2.0M | 75k | 26.68 | |
iShares MSCI Brazil Index (EWZ) | 0.1 | $2.1M | 38k | 54.47 | |
Fidelity Spartan 500 Index Fun | 0.1 | $2.0M | 36k | 55.85 | |
Keeley Small Cap Value Fund | 0.1 | $1.9M | 59k | 32.72 | |
Paychex (PAYX) | 0.1 | $1.9M | 53k | 35.06 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.8M | 42k | 43.51 | |
Automatic Data Processing (ADP) | 0.1 | $1.8M | 27k | 65.02 | |
Wisconsin Energy Corporation | 0.1 | $1.8M | 42k | 42.89 | |
Lazard Ltd-cl A shs a | 0.1 | $1.9M | 55k | 34.14 | |
Energy Transfer Partners | 0.1 | $1.8M | 35k | 50.69 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.9M | 19k | 100.91 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.6M | 28k | 56.78 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.6M | 39k | 41.20 | |
NYSE Euronext | 0.1 | $1.7M | 44k | 38.64 | |
Illinois Tool Works (ITW) | 0.1 | $1.6M | 27k | 60.95 | |
Simon Property (SPG) | 0.1 | $1.6M | 10k | 158.60 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.5M | 85k | 17.69 | |
Bed Bath & Beyond | 0.1 | $1.4M | 22k | 64.41 | |
Williams-Sonoma (WSM) | 0.1 | $1.4M | 27k | 51.51 | |
Stryker Corporation (SYK) | 0.1 | $1.5M | 23k | 65.23 | |
Enterprise Products Partners (EPD) | 0.1 | $1.4M | 24k | 60.28 | |
Oneok Partners | 0.1 | $1.4M | 25k | 57.40 | |
Ametek (AME) | 0.1 | $1.5M | 34k | 43.36 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.4M | 15k | 94.43 | |
Columbia Acorn Intl Fd Z (ACINX) | 0.1 | $1.4M | 33k | 43.70 | |
Western Union Company (WU) | 0.1 | $1.2M | 83k | 15.04 | |
PNC Financial Services (PNC) | 0.1 | $1.3M | 20k | 66.50 | |
Perrigo Company | 0.1 | $1.3M | 11k | 118.76 | |
Leeward Capital | 0.1 | $1.2M | 30k | 40.40 | |
Stone Ridge H/y Reinsur Risk P (SHRMX) | 0.1 | $1.3M | 133k | 9.99 | |
Hologic Inc frnt 2.000%12/1 | 0.1 | $1.1M | 1.1M | 1.00 | |
BlackRock (BLK) | 0.1 | $1.0M | 3.9k | 256.80 | |
Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 6.5k | 168.93 | |
Mylan | 0.1 | $1.1M | 40k | 28.96 | |
Entergy Corporation (ETR) | 0.1 | $994k | 16k | 63.25 | |
Eni S.p.A. (E) | 0.1 | $1.0M | 23k | 44.89 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.1M | 24k | 46.38 | |
iShares MSCI Canada Index (EWC) | 0.1 | $1.0M | 35k | 28.50 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.1M | 25k | 43.94 | |
Duke Energy (DUK) | 0.1 | $1.0M | 14k | 72.59 | |
Baxter International (BAX) | 0.1 | $897k | 12k | 72.64 | |
Coach | 0.1 | $939k | 19k | 49.97 | |
Telefonica (TEF) | 0.1 | $821k | 61k | 13.50 | |
Lowe's Companies (LOW) | 0.1 | $949k | 25k | 37.93 | |
Dover Corporation (DOV) | 0.1 | $875k | 12k | 72.92 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $832k | 14k | 59.43 | |
Amazon (AMZN) | 0.1 | $888k | 3.3k | 266.51 | |
Siemens (SIEGY) | 0.1 | $980k | 9.1k | 107.81 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $990k | 12k | 84.45 | |
Time Warner | 0.0 | $688k | 12k | 57.61 | |
Cme (CME) | 0.0 | $686k | 11k | 61.41 | |
Dun & Bradstreet Corporation | 0.0 | $676k | 8.1k | 83.66 | |
Nordstrom (JWN) | 0.0 | $658k | 12k | 55.21 | |
CIGNA Corporation | 0.0 | $767k | 12k | 62.36 | |
General Mills (GIS) | 0.0 | $812k | 17k | 49.30 | |
Liberty Media | 0.0 | $751k | 35k | 21.37 | |
Macy's (M) | 0.0 | $661k | 16k | 41.82 | |
Nextera Energy (NEE) | 0.0 | $673k | 8.7k | 77.68 | |
Sigma-Aldrich Corporation | 0.0 | $730k | 9.4k | 77.66 | |
Stericycle (SRCL) | 0.0 | $660k | 6.2k | 106.19 | |
Southern Company (SO) | 0.0 | $667k | 14k | 46.95 | |
RBC Bearings Incorporated (RBC) | 0.0 | $666k | 13k | 50.55 | |
Central Fd Cda Ltd cl a | 0.0 | $744k | 38k | 19.38 | |
Dodge & Cox Stk Fd Com mutual funds | 0.0 | $701k | 5.2k | 135.64 | |
Franklin High Yield Tf Inc mf | 0.0 | $806k | 74k | 10.89 | |
Asml Holding (ASML) | 0.0 | $733k | 11k | 68.02 | |
Bank of America Corporation (BAC) | 0.0 | $622k | 51k | 12.18 | |
Ameriprise Financial (AMP) | 0.0 | $499k | 6.8k | 73.69 | |
Cardinal Health (CAH) | 0.0 | $548k | 13k | 41.58 | |
Hologic (HOLX) | 0.0 | $468k | 21k | 22.58 | |
Noble Energy | 0.0 | $562k | 4.9k | 115.59 | |
Northrop Grumman Corporation (NOC) | 0.0 | $598k | 8.5k | 70.11 | |
Medtronic | 0.0 | $539k | 12k | 46.96 | |
Ross Stores (ROST) | 0.0 | $533k | 8.8k | 60.57 | |
Hanesbrands (HBI) | 0.0 | $627k | 14k | 45.57 | |
Campbell Soup Company (CPB) | 0.0 | $565k | 13k | 45.38 | |
Becton, Dickinson and (BDX) | 0.0 | $504k | 5.3k | 95.56 | |
Liberty Global | 0.0 | $467k | 6.4k | 73.40 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $538k | 6.9k | 78.44 | |
Texas Instruments Incorporated (TXN) | 0.0 | $583k | 16k | 35.49 | |
Weyerhaeuser Company (WY) | 0.0 | $539k | 17k | 31.38 | |
Markel Corporation (MKL) | 0.0 | $559k | 1.1k | 503.15 | |
Msci (MSCI) | 0.0 | $479k | 14k | 33.91 | |
H.J. Heinz Company | 0.0 | $454k | 6.3k | 72.33 | |
Energy Select Sector SPDR (XLE) | 0.0 | $553k | 7.0k | 79.27 | |
iShares MSCI Japan Index | 0.0 | $625k | 58k | 10.81 | |
Starwood Hotels & Resorts Worldwide | 0.0 | $566k | 8.9k | 63.71 | |
Plains All American Pipeline (PAA) | 0.0 | $459k | 8.1k | 56.47 | |
Taubman Centers | 0.0 | $582k | 7.5k | 77.60 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $618k | 9.0k | 69.00 | |
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) | 0.0 | $506k | 20k | 25.10 | |
iShares S&P 100 Index (OEF) | 0.0 | $526k | 7.5k | 70.41 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $476k | 6.4k | 73.83 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $467k | 6.9k | 67.76 | |
Central Gold-Trust | 0.0 | $547k | 9.2k | 59.46 | |
Dreyfus Muni Bond | 0.0 | $467k | 39k | 11.91 | |
Vanguard Total Stock Mkt Index (VTSAX) | 0.0 | $503k | 13k | 39.40 | |
Janus Short-term Bond J (JASBX) | 0.0 | $543k | 176k | 3.09 | |
Fidelity Concord Str Sp 500 Id | 0.0 | $624k | 11k | 55.84 | |
Doubleline Total Return Bd (DLTNX) | 0.0 | $454k | 40k | 11.33 | |
Fidelity Puritan Fund (FPURX) | 0.0 | $525k | 26k | 20.54 | |
Schwab Total Stock Mrkt Ind-se (SWTSX) | 0.0 | $492k | 17k | 28.57 | |
Beam | 0.0 | $544k | 8.6k | 63.54 | |
Phillips 66 (PSX) | 0.0 | $603k | 8.6k | 69.93 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $613k | 9.3k | 65.74 | |
Liberty Media | 0.0 | $514k | 4.6k | 111.55 | |
Time Warner Cable | 0.0 | $449k | 4.7k | 96.08 | |
Ansys (ANSS) | 0.0 | $326k | 4.0k | 81.40 | |
Progressive Corporation (PGR) | 0.0 | $310k | 12k | 25.31 | |
Via | 0.0 | $355k | 5.8k | 61.53 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $272k | 5.0k | 54.95 | |
Consolidated Edison (ED) | 0.0 | $424k | 6.9k | 61.02 | |
Copart (CPRT) | 0.0 | $323k | 9.4k | 34.29 | |
FMC Technologies | 0.0 | $365k | 6.7k | 54.44 | |
Franklin Resources (BEN) | 0.0 | $400k | 2.7k | 150.94 | |
Kohl's Corporation (KSS) | 0.0 | $289k | 6.3k | 46.09 | |
PPG Industries (PPG) | 0.0 | $335k | 2.5k | 134.00 | |
Spectra Energy | 0.0 | $354k | 12k | 30.75 | |
Stanley Black & Decker (SWK) | 0.0 | $436k | 5.4k | 80.89 | |
Dow Chemical Company | 0.0 | $428k | 13k | 31.83 | |
Waters Corporation (WAT) | 0.0 | $382k | 4.1k | 93.97 | |
Baker Hughes Incorporated | 0.0 | $285k | 6.1k | 46.43 | |
Diageo (DEO) | 0.0 | $401k | 3.2k | 125.90 | |
Intuitive Surgical (ISRG) | 0.0 | $295k | 600.00 | 491.67 | |
Liberty Global | 0.0 | $437k | 6.4k | 68.69 | |
UnitedHealth (UNH) | 0.0 | $295k | 5.2k | 57.13 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $333k | 4.1k | 81.22 | |
Canadian Pacific Railway | 0.0 | $346k | 2.7k | 130.57 | |
Exelon Corporation (EXC) | 0.0 | $393k | 11k | 34.52 | |
Staples | 0.0 | $298k | 22k | 13.41 | |
EOG Resources (EOG) | 0.0 | $359k | 2.8k | 128.21 | |
Washington Post Company | 0.0 | $280k | 626.00 | 447.28 | |
Clorox Company (CLX) | 0.0 | $300k | 3.4k | 88.44 | |
Advance Auto Parts (AAP) | 0.0 | $405k | 4.9k | 82.65 | |
Bce (BCE) | 0.0 | $406k | 8.7k | 46.70 | |
Sempra Energy (SRE) | 0.0 | $313k | 3.9k | 79.95 | |
Zimmer Holdings (ZBH) | 0.0 | $441k | 5.9k | 75.22 | |
Tibco Software | 0.0 | $388k | 19k | 20.24 | |
Ventas (VTR) | 0.0 | $396k | 5.4k | 73.12 | |
Actuant Corporation | 0.0 | $361k | 12k | 30.63 | |
Genesis Energy (GEL) | 0.0 | $333k | 6.9k | 48.26 | |
NuStar Energy | 0.0 | $328k | 6.2k | 53.33 | |
Polypore International | 0.0 | $393k | 9.8k | 40.14 | |
SPX Corporation | 0.0 | $396k | 5.0k | 79.04 | |
ISIS Pharmaceuticals | 0.0 | $371k | 22k | 16.96 | |
Integrys Energy | 0.0 | $383k | 6.6k | 58.22 | |
Magellan Midstream Partners | 0.0 | $321k | 6.0k | 53.50 | |
HCP | 0.0 | $416k | 8.4k | 49.82 | |
Technology SPDR (XLK) | 0.0 | $286k | 9.5k | 30.23 | |
EQT Corporation (EQT) | 0.0 | $333k | 4.9k | 67.67 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.0 | $321k | 9.9k | 32.38 | |
Boston Properties (BXP) | 0.0 | $328k | 3.2k | 101.05 | |
CBOE Holdings (CBOE) | 0.0 | $290k | 7.8k | 36.96 | |
Oneok (OKE) | 0.0 | $290k | 6.1k | 47.62 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $359k | 3.9k | 91.23 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $411k | 3.9k | 105.60 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $330k | 3.7k | 89.99 | |
PowerShares Preferred Portfolio | 0.0 | $331k | 22k | 14.88 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $355k | 7.0k | 50.71 | |
Vanguard Inflation Protected Iv (VIPSX) | 0.0 | $302k | 21k | 14.42 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $369k | 11k | 34.17 | |
Horizon Ban (HBNC) | 0.0 | $341k | 17k | 20.19 | |
T. Rowe Price Growth Stock Fun (PRGFX) | 0.0 | $439k | 11k | 40.72 | |
Vanguard World Fund mutual funds (VWIGX) | 0.0 | $386k | 19k | 19.86 | |
American Gwth Fd Of Amer F2 (GFFFX) | 0.0 | $272k | 7.3k | 37.25 | |
Oppenheimer Develop Mkts Cl A | 0.0 | $275k | 7.8k | 35.34 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.0 | $364k | 5.8k | 63.13 | |
Vanguard 500 Index Fd Sign | 0.0 | $407k | 3.4k | 119.50 | |
Amer Fds New Perspective A (ANWPX) | 0.0 | $357k | 11k | 33.23 | |
Vanguard Prime Cap Adm. (VPMAX) | 0.0 | $307k | 3.7k | 82.17 | |
Covidien | 0.0 | $388k | 5.7k | 67.81 | |
Fundamental Invs Inc cl f2 (FINFX) | 0.0 | $285k | 6.5k | 44.17 | |
First Eagle Us Value Fd Cl A mutual funds (FEVAX) | 0.0 | $293k | 16k | 18.95 | |
Vanguard Windsor Fund Admiral (VWNEX) | 0.0 | $274k | 4.8k | 56.88 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $345k | 6.5k | 53.13 | |
Keeley Mid Cap Value | 0.0 | $310k | 24k | 13.16 | |
Vanguard Wellington (VWENX) | 0.0 | $435k | 7.0k | 62.14 | |
Citigroup (C) | 0.0 | $327k | 7.4k | 44.27 | |
Templeton Global Bond Fund Cl mf (TPINX) | 0.0 | $306k | 23k | 13.44 | |
Express Scripts Holding | 0.0 | $292k | 5.1k | 57.53 | |
Aon | 0.0 | $340k | 5.5k | 61.43 | |
Shelton Funds - S&p Midcap Ind | 0.0 | $422k | 16k | 25.79 | |
Dreyfus Amt-free Muni Bond | 0.0 | $310k | 22k | 14.29 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $216k | 2.8k | 76.46 | |
Goldman Sachs (GS) | 0.0 | $96k | 650.00 | 147.69 | |
MasterCard Incorporated (MA) | 0.0 | $116k | 215.00 | 539.53 | |
State Street Corporation (STT) | 0.0 | $127k | 2.2k | 59.07 | |
Lincoln National Corporation (LNC) | 0.0 | $262k | 8.0k | 32.66 | |
Crown Castle International | 0.0 | $250k | 3.6k | 69.54 | |
Health Care SPDR (XLV) | 0.0 | $221k | 4.8k | 46.04 | |
Norfolk Southern (NSC) | 0.0 | $233k | 3.0k | 77.02 | |
Hospira | 0.0 | $151k | 4.6k | 32.75 | |
FirstEnergy (FE) | 0.0 | $204k | 4.8k | 42.26 | |
Apache Corporation | 0.0 | $138k | 1.8k | 77.09 | |
LKQ Corporation (LKQ) | 0.0 | $139k | 6.4k | 21.72 | |
Leggett & Platt (LEG) | 0.0 | $243k | 7.2k | 33.75 | |
Teradata Corporation (TDC) | 0.0 | $196k | 3.3k | 58.56 | |
McGraw-Hill Companies | 0.0 | $163k | 3.1k | 52.16 | |
International Paper Company (IP) | 0.0 | $172k | 3.7k | 46.49 | |
Everest Re Group (EG) | 0.0 | $258k | 2.0k | 129.84 | |
CVS Caremark Corporation (CVS) | 0.0 | $204k | 3.7k | 54.97 | |
McKesson Corporation (MCK) | 0.0 | $145k | 1.3k | 108.21 | |
Hewlett-Packard Company | 0.0 | $178k | 7.5k | 23.89 | |
Royal Dutch Shell | 0.0 | $200k | 3.0k | 66.67 | |
Sanofi-Aventis SA (SNY) | 0.0 | $184k | 3.6k | 51.11 | |
TJX Companies (TJX) | 0.0 | $92k | 2.0k | 47.01 | |
Accenture (ACN) | 0.0 | $175k | 2.3k | 76.09 | |
General Dynamics Corporation (GD) | 0.0 | $119k | 1.7k | 70.33 | |
Gannett | 0.0 | $100k | 4.6k | 21.93 | |
Coventry Health Care | 0.0 | $190k | 4.1k | 46.91 | |
Kellogg Company (K) | 0.0 | $177k | 2.8k | 64.34 | |
Visa (V) | 0.0 | $170k | 1.0k | 170.00 | |
Discovery Communications | 0.0 | $181k | 2.6k | 69.43 | |
Discovery Communications | 0.0 | $231k | 2.9k | 78.76 | |
Vornado Realty Trust (VNO) | 0.0 | $268k | 3.2k | 83.72 | |
Westar Energy | 0.0 | $252k | 7.6k | 33.16 | |
Old Republic International Corporation (ORI) | 0.0 | $92k | 7.2k | 12.70 | |
Applied Materials (AMAT) | 0.0 | $191k | 14k | 13.45 | |
Precision Castparts | 0.0 | $220k | 1.2k | 189.66 | |
Netflix (NFLX) | 0.0 | $218k | 1.2k | 189.57 | |
Mead Johnson Nutrition | 0.0 | $258k | 3.3k | 77.52 | |
salesforce (CRM) | 0.0 | $254k | 1.4k | 178.50 | |
Wyndham Worldwide Corporation | 0.0 | $187k | 2.9k | 64.46 | |
Life Technologies | 0.0 | $176k | 2.7k | 64.59 | |
Rogers Communications -cl B (RCI) | 0.0 | $192k | 3.8k | 51.04 | |
Littelfuse (LFUS) | 0.0 | $187k | 2.8k | 68.00 | |
DTE Energy Company (DTE) | 0.0 | $267k | 3.9k | 68.23 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $245k | 4.4k | 55.08 | |
Alliant Energy Corporation (LNT) | 0.0 | $208k | 4.2k | 50.12 | |
MVC Capital | 0.0 | $170k | 13k | 12.83 | |
SCANA Corporation | 0.0 | $189k | 3.7k | 51.08 | |
Steiner Leisure Ltd Com Stk | 0.0 | $266k | 5.5k | 48.41 | |
Westpac Banking Corporation | 0.0 | $213k | 1.3k | 161.12 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $233k | 2.8k | 83.48 | |
Holly Energy Partners | 0.0 | $260k | 6.5k | 40.12 | |
Hexcel Corporation (HXL) | 0.0 | $261k | 9.0k | 29.00 | |
Lululemon Athletica (LULU) | 0.0 | $106k | 1.7k | 62.35 | |
Unilever (UL) | 0.0 | $95k | 2.2k | 42.37 | |
Valmont Industries (VMI) | 0.0 | $236k | 1.5k | 157.33 | |
Equity Lifestyle Properties (ELS) | 0.0 | $234k | 3.0k | 76.87 | |
Realty Income (O) | 0.0 | $177k | 3.9k | 45.38 | |
St. Jude Medical | 0.0 | $217k | 5.4k | 40.42 | |
Scripps Networks Interactive | 0.0 | $188k | 2.9k | 64.19 | |
Suncor Energy (SU) | 0.0 | $122k | 4.1k | 30.07 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.0 | $124k | 12k | 10.19 | |
Vanguard 500 Index Fund mut (VFINX) | 0.0 | $231k | 1.6k | 144.56 | |
Vanguard Small Cap Index Fund mut | 0.0 | $101k | 2.3k | 43.65 | |
TWEEDY BROWNE AMERICAN Value Fund fund | 0.0 | $148k | 6.8k | 21.68 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $206k | 1.6k | 128.27 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $158k | 4.3k | 36.49 | |
Kodiak Oil & Gas | 0.0 | $209k | 23k | 9.10 | |
Dodge & Cox Fds Intl Stk Fd mutual funds | 0.0 | $232k | 6.5k | 35.86 | |
Hussman Invt Tr Strategic Grw mutual funds (HSGFX) | 0.0 | $117k | 11k | 10.49 | |
Ecotality | 0.0 | $94k | 100k | 0.94 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $256k | 5.2k | 49.71 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $265k | 2.9k | 92.72 | |
DNP Select Income Fund (DNP) | 0.0 | $146k | 14k | 10.14 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $250k | 2.3k | 111.11 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $125k | 1.0k | 121.36 | |
Examworks | 0.0 | $237k | 14k | 17.34 | |
First Republic Bank/san F (FRCB) | 0.0 | $244k | 6.3k | 38.67 | |
Nymox Pharmaceutical Corporation | 0.0 | $135k | 25k | 5.40 | |
Motorola Solutions (MSI) | 0.0 | $110k | 1.7k | 64.18 | |
Vanguard REIT ETF (VNQ) | 0.0 | $174k | 2.5k | 70.59 | |
T Rowe Price Intl Bd (RPIBX) | 0.0 | $97k | 10k | 9.69 | |
Vanguard Admiral Shares Taxable (VFSUX) | 0.0 | $216k | 20k | 10.80 | |
CurrencyShares Australian Dollar Trust | 0.0 | $229k | 2.2k | 104.09 | |
ETFS Gold Trust | 0.0 | $252k | 1.6k | 157.50 | |
First Eagle Overseas Cl A (SGOVX) | 0.0 | $149k | 6.5k | 22.86 | |
Oakmark Int'l (OAKIX) | 0.0 | $255k | 12k | 22.04 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.0 | $103k | 3.6k | 28.56 | |
Fidelity Municipal Income Fund (FHIGX) | 0.0 | $137k | 10k | 13.47 | |
Pimco Total Return Fund Instl mf-s (PTTRX) | 0.0 | $171k | 15k | 11.24 | |
Fidelity Contra (FCNTX) | 0.0 | $183k | 2.2k | 84.06 | |
Permanent Portfolio (PRPFX) | 0.0 | $255k | 5.2k | 48.98 | |
Investment Company Of America (AIVSX) | 0.0 | $113k | 3.5k | 32.75 | |
Goldman Sachs High Yield Fd- Ins equity (GSHIX) | 0.0 | $111k | 15k | 7.45 | |
Vanguard Mun Bd Fd Inc Lt Txex (VWLUX) | 0.0 | $154k | 13k | 11.73 | |
Fidelity Equity Income Fd mutual funds (FEQIX) | 0.0 | $246k | 4.7k | 52.16 | |
Fidelity Gnma Fund fix inc fund (FGMNX) | 0.0 | $162k | 14k | 11.70 | |
Fidelity Fund (FFIDX) | 0.0 | $181k | 4.6k | 39.19 | |
Fidelity Spartan Intl Index Iv | 0.0 | $266k | 7.4k | 35.73 | |
Fidelity Value Fund (FDVLX) | 0.0 | $219k | 2.5k | 86.73 | |
Janus Fund | 0.0 | $237k | 6.9k | 34.24 | |
Nuveen H/y Muni Bd (NHMRX) | 0.0 | $211k | 12k | 17.23 | |
Price T Rowe Tax Free Inc Bond (PRTAX) | 0.0 | $230k | 22k | 10.51 | |
T Rowe Price High Yield (PRHYX) | 0.0 | $120k | 17k | 7.12 | |
Thornbugr Inv Inc Bld (TIBAX) | 0.0 | $203k | 10k | 20.04 | |
Vanguard Inflat Protect Sec Ad (VAIPX) | 0.0 | $242k | 8.5k | 28.34 | |
Wells Fargo Adv Inc Pl | 0.0 | $133k | 11k | 12.12 | |
Prologis (PLD) | 0.0 | $270k | 6.7k | 40.01 | |
Fidelity Balanced (FBALX) | 0.0 | $206k | 9.6k | 21.39 | |
De Master Blenders 1753 | 0.0 | $149k | 9.7k | 15.31 | |
Pentair | 0.0 | $222k | 4.2k | 52.64 | |
Pyxis Long/short Eq | 0.0 | $110k | 10k | 10.88 | |
Corning Incorporated (GLW) | 0.0 | $31k | 2.3k | 13.35 | |
CBS Corporation | 0.0 | $25k | 525.00 | 47.62 | |
Carnival Corporation (CCL) | 0.0 | $17k | 500.00 | 34.00 | |
International Game Technology | 0.0 | $51k | 3.1k | 16.45 | |
SYSCO Corporation (SYY) | 0.0 | $35k | 1.0k | 35.00 | |
T. Rowe Price (TROW) | 0.0 | $17k | 225.00 | 75.56 | |
AFLAC Incorporated (AFL) | 0.0 | $16k | 300.00 | 53.33 | |
TECO Energy | 0.0 | $39k | 2.2k | 17.73 | |
Tellabs | 0.0 | $4.0k | 1.9k | 2.15 | |
Interpublic Group of Companies (IPG) | 0.0 | $15k | 1.1k | 13.29 | |
Omnicare | 0.0 | $0 | 10.00 | 0.00 | |
Encana Corp | 0.0 | $84k | 4.3k | 19.48 | |
Total (TTE) | 0.0 | $3.0k | 54.00 | 55.56 | |
Marriott International (MAR) | 0.0 | $17k | 403.00 | 42.18 | |
Xcel Energy (XEL) | 0.0 | $89k | 3.0k | 29.62 | |
Quicksilver Resources | 0.0 | $0 | 37.00 | 0.00 | |
J.M. Smucker Company (SJM) | 0.0 | $29k | 292.00 | 99.32 | |
priceline.com Incorporated | 0.0 | $37k | 54.00 | 685.19 | |
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 | $9.0k | 59.00 | 152.54 | |
Sirius XM Radio | 0.0 | $65k | 21k | 3.08 | |
MEMC Electronic Materials | 0.0 | $66k | 15k | 4.40 | |
Ladenburg Thalmann Financial Services | 0.0 | $33k | 20k | 1.65 | |
American International (AIG) | 0.0 | $9.0k | 224.00 | 40.18 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $27k | 419.00 | 64.44 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $22k | 585.00 | 37.61 | |
Pimco Commodity Rr Strat-ins (PCRIX) | 0.0 | $13k | 2.1k | 6.33 | |
American Capital Wld Grth & In (CWGIX) | 0.0 | $63k | 1.6k | 39.55 | |
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 | 7.3k | 10.61 | |
Fidelity Spartan Intl Index | 0.0 | $27k | 757.00 | 35.67 | |
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 | $7.2k | 48k | 0.15 | |
T. Rowe Price Capital Apprecia (PRWCX) | 0.0 | $85k | 3.5k | 23.98 | |
Te Connectivity Ltd for (TEL) | 0.0 | $21k | 499.00 | 42.08 | |
T. Rowe Price Intl (PRITX) | 0.0 | $38k | 2.5k | 14.94 | |
Washington Mut Invs (AWSHX) | 0.0 | $42k | 1.2k | 34.01 | |
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 | |
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 | $10k | 453.00 | 22.08 | |
Fidelity Growth & Income (FGRIX) | 0.0 | $23k | 966.00 | 23.81 | |
Pioneer High Income Muni Fd - | 0.0 | $89k | 11k | 8.14 | |
Vanguard Small Cap Index Signa | 0.0 | $27k | 694.00 | 38.90 | |
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 | $20k | 1.3k | 15.31 | |
Lord Abbett Short mutfund (LDLFX) | 0.0 | $8.0k | 1.7k | 4.75 | |
Rowe T Price Mid Cp Val (TRMCX) | 0.0 | $10k | 371.00 | 26.95 | |
Ceres | 0.0 | $35k | 10k | 3.50 |