Gofen & Glossberg as of June 30, 2013
Portfolio Holdings for Gofen & Glossberg
Gofen & Glossberg holds 499 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
International Business Machines (IBM) | 3.7 | $69M | 361k | 191.11 | |
Procter & Gamble Company (PG) | 3.5 | $64M | 835k | 76.99 | |
Exxon Mobil Corporation (XOM) | 3.2 | $60M | 658k | 90.35 | |
Johnson & Johnson (JNJ) | 2.8 | $51M | 595k | 85.86 | |
JPMorgan Chase & Co. (JPM) | 2.4 | $45M | 846k | 52.79 | |
General Electric Company | 2.3 | $43M | 1.9M | 23.19 | |
McDonald's Corporation (MCD) | 2.1 | $39M | 392k | 99.00 | |
Pepsi (PEP) | 2.0 | $38M | 461k | 81.79 | |
Qualcomm (QCOM) | 2.0 | $38M | 614k | 61.09 | |
Microsoft Corporation (MSFT) | 2.0 | $36M | 1.1M | 34.54 | |
American Express Company (AXP) | 1.8 | $34M | 453k | 74.76 | |
Thermo Fisher Scientific (TMO) | 1.8 | $33M | 388k | 84.63 | |
United Technologies Corporation | 1.7 | $32M | 344k | 92.94 | |
Celgene Corporation | 1.6 | $31M | 261k | 116.98 | |
Schlumberger (SLB) | 1.6 | $30M | 415k | 71.66 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.5 | $28M | 429k | 65.48 | |
Chevron Corporation (CVX) | 1.4 | $26M | 216k | 118.34 | |
Walt Disney Company (DIS) | 1.3 | $24M | 386k | 63.15 | |
Coca-Cola Company (KO) | 1.2 | $23M | 564k | 40.11 | |
Comcast Corporation | 1.2 | $22M | 554k | 39.67 | |
Starbucks Corporation (SBUX) | 1.1 | $20M | 301k | 65.51 | |
Novartis (NVS) | 1.0 | $19M | 270k | 70.71 | |
Kraft Foods | 1.0 | $18M | 323k | 55.87 | |
National-Oilwell Var | 1.0 | $18M | 260k | 68.90 | |
Honeywell International (HON) | 0.9 | $17M | 217k | 79.34 | |
MetLife (MET) | 0.9 | $17M | 368k | 45.76 | |
Caterpillar (CAT) | 0.9 | $17M | 200k | 82.49 | |
Target Corporation (TGT) | 0.9 | $17M | 240k | 68.86 | |
Ecolab (ECL) | 0.9 | $16M | 192k | 85.19 | |
Vodafone | 0.9 | $16M | 572k | 28.74 | |
EMC Corporation | 0.9 | $16M | 687k | 23.62 | |
0.9 | $16M | 18k | 880.36 | ||
iShares MSCI Emerging Markets Indx (EEM) | 0.8 | $15M | 397k | 38.50 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $15M | 96k | 160.42 | |
Boeing Company (BA) | 0.8 | $15M | 146k | 102.44 | |
National Grid | 0.8 | $15M | 262k | 56.67 | |
Gilead Sciences (GILD) | 0.8 | $15M | 284k | 51.27 | |
E.I. du Pont de Nemours & Company | 0.8 | $14M | 267k | 52.50 | |
Apple (AAPL) | 0.8 | $14M | 36k | 396.54 | |
Berkshire Hathaway (BRK.B) | 0.8 | $14M | 124k | 111.92 | |
Unilever | 0.7 | $14M | 346k | 39.31 | |
Philip Morris International (PM) | 0.7 | $13M | 153k | 86.62 | |
3M Company (MMM) | 0.7 | $13M | 119k | 109.35 | |
Teva Pharmaceutical Industries (TEVA) | 0.7 | $13M | 327k | 39.20 | |
Merck & Co (MRK) | 0.7 | $13M | 275k | 46.45 | |
Pfizer (PFE) | 0.7 | $13M | 446k | 28.01 | |
McCormick & Company, Incorporated (MKC) | 0.7 | $12M | 172k | 70.36 | |
Vanguard Emerging Markets ETF (VWO) | 0.7 | $12M | 314k | 38.79 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $12M | 210k | 57.30 | |
Abbvie (ABBV) | 0.6 | $12M | 281k | 41.34 | |
Costco Wholesale Corporation (COST) | 0.6 | $11M | 98k | 110.57 | |
Wells Fargo & Company (WFC) | 0.6 | $11M | 264k | 41.27 | |
BB&T Corporation | 0.6 | $11M | 322k | 33.88 | |
Nike (NKE) | 0.6 | $11M | 167k | 63.68 | |
Colgate-Palmolive Company (CL) | 0.6 | $11M | 183k | 57.29 | |
Emerson Electric (EMR) | 0.6 | $10M | 187k | 54.54 | |
Allergan | 0.6 | $10M | 122k | 84.24 | |
Northern Trust Corporation (NTRS) | 0.5 | $9.9M | 172k | 57.90 | |
At&t (T) | 0.5 | $10M | 283k | 35.40 | |
Danaher Corporation (DHR) | 0.5 | $10M | 159k | 63.30 | |
Abbott Laboratories (ABT) | 0.5 | $9.9M | 283k | 34.88 | |
W.W. Grainger (GWW) | 0.5 | $9.5M | 38k | 252.17 | |
Verizon Communications (VZ) | 0.5 | $9.0M | 178k | 50.34 | |
Monsanto Company | 0.5 | $8.8M | 89k | 98.80 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $8.9M | 92k | 97.14 | |
Deere & Company (DE) | 0.5 | $8.9M | 110k | 81.25 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $8.6M | 41k | 210.10 | |
Travelers Companies (TRV) | 0.4 | $8.1M | 102k | 79.92 | |
Cisco Systems (CSCO) | 0.4 | $7.9M | 326k | 24.34 | |
Luxottica Group S.p.A. | 0.4 | $7.9M | 156k | 50.56 | |
Lockheed Martin Corporation (LMT) | 0.4 | $7.8M | 72k | 108.46 | |
Kansas City Southern | 0.4 | $7.8M | 74k | 105.96 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $7.4M | 82k | 90.30 | |
Southwestern Energy Company | 0.4 | $7.2M | 196k | 36.53 | |
Home Depot (HD) | 0.3 | $6.3M | 81k | 77.47 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $6.2M | 69k | 89.23 | |
PPL Corporation (PPL) | 0.3 | $6.0M | 199k | 30.26 | |
Western Union Company (WU) | 0.3 | $6.0M | 350k | 17.11 | |
Intel Corporation (INTC) | 0.3 | $5.9M | 244k | 24.23 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $5.9M | 46k | 129.89 | |
Vanguard Gnma Fd - Adm (VFIJX) | 0.3 | $5.8M | 556k | 10.48 | |
Mondelez Int (MDLZ) | 0.3 | $5.9M | 206k | 28.53 | |
Tiffany & Co. | 0.3 | $5.7M | 79k | 72.84 | |
Berkshire Hathaway (BRK.A) | 0.3 | $5.7M | 34.00 | 168588.24 | |
GlaxoSmithKline | 0.3 | $5.7M | 113k | 49.97 | |
Fiserv (FI) | 0.3 | $5.7M | 65k | 87.40 | |
Globus Med Inc cl a (GMED) | 0.3 | $5.7M | 336k | 16.86 | |
Comcast Corporation (CMCSA) | 0.3 | $5.3M | 128k | 41.75 | |
Yum! Brands (YUM) | 0.3 | $5.4M | 77k | 69.34 | |
Public Storage (PSA) | 0.3 | $5.2M | 34k | 153.32 | |
Walgreen Company | 0.3 | $5.2M | 117k | 44.20 | |
Prudential Financial (PRU) | 0.3 | $5.1M | 70k | 73.02 | |
Oracle Corporation (ORCL) | 0.3 | $5.2M | 169k | 30.71 | |
Kite Realty Group Trust | 0.3 | $5.0M | 827k | 6.03 | |
Altria (MO) | 0.3 | $4.9M | 139k | 34.99 | |
Union Pacific Corporation (UNP) | 0.2 | $4.7M | 30k | 154.29 | |
IDEX Corporation (IEX) | 0.2 | $4.5M | 84k | 53.81 | |
Chubb Corporation | 0.2 | $4.4M | 52k | 84.65 | |
iShares Russell 2000 Index (IWM) | 0.2 | $4.4M | 45k | 97.01 | |
eBay (EBAY) | 0.2 | $4.3M | 83k | 51.72 | |
IntercontinentalEx.. | 0.2 | $4.3M | 24k | 177.75 | |
Columbia Acorn Fund Z (ACRNX) | 0.2 | $4.2M | 127k | 33.23 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $4.2M | 135k | 30.89 | |
Royal Dutch Shell | 0.2 | $4.1M | 64k | 63.79 | |
Praxair | 0.2 | $3.6M | 32k | 115.16 | |
Newell Rubbermaid (NWL) | 0.2 | $3.6M | 137k | 26.25 | |
U.S. Bancorp (USB) | 0.2 | $3.3M | 90k | 36.15 | |
Teradata Corporation (TDC) | 0.2 | $3.3M | 66k | 50.23 | |
Syngenta | 0.2 | $3.3M | 42k | 77.86 | |
Stone Ridge Reinsur Risk Premi | 0.2 | $3.4M | 341k | 9.94 | |
America Movil Sab De Cv spon adr l | 0.2 | $3.2M | 147k | 21.75 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $3.1M | 27k | 115.49 | |
HSBC Holdings (HSBC) | 0.2 | $2.9M | 55k | 51.90 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $2.9M | 104k | 28.05 | |
Dominion Resources (D) | 0.2 | $3.0M | 53k | 56.82 | |
Analog Devices (ADI) | 0.2 | $3.0M | 67k | 45.06 | |
ConocoPhillips (COP) | 0.2 | $3.0M | 50k | 60.49 | |
AGL Resources | 0.1 | $2.7M | 63k | 42.86 | |
Coach | 0.1 | $2.8M | 50k | 57.10 | |
Estee Lauder Companies (EL) | 0.1 | $2.7M | 42k | 65.78 | |
Wal-Mart Stores (WMT) | 0.1 | $2.6M | 35k | 74.48 | |
Equity Residential (EQR) | 0.1 | $2.6M | 44k | 58.07 | |
Aptar (ATR) | 0.1 | $2.7M | 48k | 55.21 | |
BHP Billiton (BHP) | 0.1 | $2.7M | 46k | 57.67 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $2.6M | 41k | 64.00 | |
T Rowe Price S/t Bond (PRWBX) | 0.1 | $2.5M | 531k | 4.79 | |
Directv | 0.1 | $2.7M | 43k | 61.65 | |
MB Financial | 0.1 | $2.3M | 87k | 26.81 | |
United Parcel Service (UPS) | 0.1 | $2.4M | 28k | 86.47 | |
Cummins (CMI) | 0.1 | $2.5M | 23k | 108.45 | |
Kinder Morgan Energy Partners | 0.1 | $2.3M | 28k | 85.42 | |
American Tower Reit (AMT) | 0.1 | $2.3M | 32k | 73.18 | |
Amgen (AMGN) | 0.1 | $2.3M | 23k | 98.66 | |
iShares S&P 500 Index (IVV) | 0.1 | $2.3M | 14k | 160.91 | |
Hershey Company (HSY) | 0.1 | $2.2M | 24k | 89.26 | |
SPDR Gold Trust (GLD) | 0.1 | $2.3M | 19k | 119.10 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $2.2M | 39k | 54.76 | |
Citigroup (C) | 0.1 | $2.1M | 45k | 47.98 | |
BP (BP) | 0.1 | $2.0M | 49k | 41.75 | |
Charles Schwab Corporation (SCHW) | 0.1 | $2.0M | 92k | 21.23 | |
Waste Management (WM) | 0.1 | $2.1M | 51k | 40.32 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $2.0M | 72k | 27.19 | |
Allstate Corporation (ALL) | 0.1 | $2.0M | 42k | 48.12 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $2.0M | 23k | 90.86 | |
Fidelity Spartan 500 Index Fun | 0.1 | $2.1M | 36k | 57.18 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.8M | 40k | 44.69 | |
Paychex (PAYX) | 0.1 | $1.9M | 52k | 36.52 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.8M | 40k | 45.55 | |
Automatic Data Processing (ADP) | 0.1 | $1.9M | 27k | 68.84 | |
Plum Creek Timber | 0.1 | $1.8M | 39k | 46.68 | |
Lazard Ltd-cl A shs a | 0.1 | $1.8M | 55k | 32.15 | |
Illinois Tool Works (ITW) | 0.1 | $1.9M | 27k | 69.18 | |
Murphy Oil Corporation (MUR) | 0.1 | $1.9M | 31k | 60.90 | |
Corporate Office Properties Trust (CDP) | 0.1 | $1.8M | 72k | 25.49 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.9M | 19k | 101.28 | |
Vanguard Gnma -inv (VFIIX) | 0.1 | $1.8M | 173k | 10.48 | |
Keeley Small Cap Value Fund | 0.1 | $1.8M | 55k | 32.84 | |
Bed Bath & Beyond | 0.1 | $1.6M | 22k | 70.94 | |
Wisconsin Energy Corporation | 0.1 | $1.7M | 42k | 40.99 | |
Energy Transfer Partners | 0.1 | $1.7M | 34k | 50.55 | |
iShares MSCI Brazil Index (EWZ) | 0.1 | $1.6M | 37k | 43.87 | |
Simon Property (SPG) | 0.1 | $1.6M | 10k | 157.91 | |
PNC Financial Services (PNC) | 0.1 | $1.4M | 20k | 72.90 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.4M | 28k | 49.12 | |
Williams-Sonoma (WSM) | 0.1 | $1.5M | 27k | 55.88 | |
Enterprise Products Partners (EPD) | 0.1 | $1.5M | 24k | 62.14 | |
Ametek (AME) | 0.1 | $1.4M | 33k | 42.31 | |
Columbia Acorn Intl Fd Z (ACINX) | 0.1 | $1.4M | 33k | 42.77 | |
Mylan | 0.1 | $1.2M | 40k | 31.04 | |
Perrigo Company | 0.1 | $1.4M | 11k | 120.98 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.3M | 30k | 44.21 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.3M | 15k | 89.22 | |
Stone Ridge H/y Reinsur Risk P (SHRMX) | 0.1 | $1.3M | 133k | 9.96 | |
Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 6.5k | 176.62 | |
Entergy Corporation (ETR) | 0.1 | $1.1M | 15k | 69.67 | |
iShares MSCI Japan Index | 0.1 | $1.0M | 91k | 11.22 | |
Oneok Partners | 0.1 | $1.2M | 24k | 49.53 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.0M | 25k | 41.94 | |
Hologic Inc frnt 2.000%12/1 | 0.1 | $1.0M | 1.0M | 1.00 | |
BlackRock (BLK) | 0.1 | $1.0M | 3.9k | 256.73 | |
Baxter International (BAX) | 0.1 | $862k | 12k | 69.24 | |
CIGNA Corporation | 0.1 | $892k | 12k | 72.52 | |
Stryker Corporation (SYK) | 0.1 | $893k | 14k | 64.69 | |
Lowe's Companies (LOW) | 0.1 | $1.0M | 25k | 40.90 | |
Dover Corporation (DOV) | 0.1 | $932k | 12k | 77.67 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $934k | 17k | 56.34 | |
Amazon (AMZN) | 0.1 | $925k | 3.3k | 277.61 | |
Eni S.p.A. (E) | 0.1 | $920k | 22k | 41.02 | |
Siemens (SIEGY) | 0.1 | $901k | 8.9k | 101.35 | |
iShares MSCI Canada Index (EWC) | 0.1 | $926k | 35k | 26.16 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $988k | 12k | 84.28 | |
Duke Energy (DUK) | 0.1 | $941k | 14k | 67.46 | |
Asml Holding (ASML) | 0.1 | $853k | 11k | 79.15 | |
Time Warner | 0.0 | $671k | 12k | 57.79 | |
Cme (CME) | 0.0 | $791k | 10k | 75.91 | |
Bank of America Corporation (BAC) | 0.0 | $667k | 52k | 12.86 | |
FMC Technologies | 0.0 | $765k | 14k | 55.66 | |
Northrop Grumman Corporation (NOC) | 0.0 | $706k | 8.5k | 82.78 | |
Dun & Bradstreet Corporation | 0.0 | $787k | 8.1k | 97.40 | |
Nordstrom (JWN) | 0.0 | $714k | 12k | 59.91 | |
Hanesbrands (HBI) | 0.0 | $708k | 14k | 51.45 | |
General Mills (GIS) | 0.0 | $807k | 17k | 48.55 | |
Liberty Media | 0.0 | $788k | 34k | 23.01 | |
Macy's (M) | 0.0 | $765k | 16k | 48.00 | |
Nextera Energy (NEE) | 0.0 | $698k | 8.6k | 81.50 | |
Sigma-Aldrich Corporation | 0.0 | $756k | 9.4k | 80.43 | |
Telefonica (TEF) | 0.0 | $776k | 61k | 12.81 | |
Stericycle (SRCL) | 0.0 | $703k | 6.4k | 110.45 | |
Southern Company (SO) | 0.0 | $653k | 15k | 44.12 | |
RBC Bearings Incorporated (RBC) | 0.0 | $684k | 13k | 51.92 | |
Dodge & Cox Stk Fd Com mutual funds | 0.0 | $709k | 5.0k | 142.08 | |
Franklin High Yield Tf Inc mf | 0.0 | $771k | 75k | 10.32 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $675k | 9.3k | 72.39 | |
Time Warner Cable | 0.0 | $511k | 4.5k | 112.53 | |
Ameriprise Financial (AMP) | 0.0 | $540k | 6.7k | 80.81 | |
Cardinal Health (CAH) | 0.0 | $622k | 13k | 47.19 | |
Noble Energy | 0.0 | $593k | 9.9k | 60.05 | |
Medtronic | 0.0 | $537k | 10k | 51.50 | |
Ross Stores (ROST) | 0.0 | $570k | 8.8k | 64.77 | |
Campbell Soup Company (CPB) | 0.0 | $558k | 13k | 44.82 | |
Becton, Dickinson and (BDX) | 0.0 | $498k | 5.0k | 98.83 | |
Texas Instruments Incorporated (TXN) | 0.0 | $572k | 16k | 34.82 | |
Weyerhaeuser Company (WY) | 0.0 | $489k | 17k | 28.47 | |
Markel Corporation (MKL) | 0.0 | $585k | 1.1k | 526.55 | |
Msci (MSCI) | 0.0 | $470k | 14k | 33.27 | |
Energy Select Sector SPDR (XLE) | 0.0 | $546k | 7.0k | 78.27 | |
Starwood Hotels & Resorts Worldwide | 0.0 | $561k | 8.9k | 63.15 | |
ISIS Pharmaceuticals | 0.0 | $588k | 22k | 26.87 | |
Taubman Centers | 0.0 | $564k | 7.5k | 75.20 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $638k | 9.0k | 71.24 | |
Central Fd Cda Ltd cl a | 0.0 | $522k | 38k | 13.59 | |
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) | 0.0 | $503k | 20k | 24.95 | |
iShares S&P 100 Index (OEF) | 0.0 | $537k | 7.5k | 71.89 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $507k | 6.7k | 75.69 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $466k | 6.9k | 67.61 | |
Vanguard Total Stock Mkt Index (VTSAX) | 0.0 | $515k | 13k | 40.34 | |
Janus Short-term Bond J (JASBX) | 0.0 | $536k | 176k | 3.05 | |
Vanguard Index Fds ttl stmktidsig | 0.0 | $488k | 13k | 38.93 | |
Fidelity Concord Str Sp 500 Id | 0.0 | $642k | 11k | 57.19 | |
Fidelity Puritan Fund (FPURX) | 0.0 | $536k | 26k | 20.58 | |
Schwab Total Stock Mrkt Ind-se (SWTSX) | 0.0 | $506k | 17k | 29.38 | |
Beam | 0.0 | $540k | 8.6k | 63.07 | |
Phillips 66 (PSX) | 0.0 | $501k | 8.5k | 58.86 | |
Liberty Media | 0.0 | $584k | 4.6k | 126.74 | |
Liberty Global Inc Com Ser A | 0.0 | $468k | 6.4k | 73.56 | |
Ansys (ANSS) | 0.0 | $333k | 4.6k | 73.11 | |
Progressive Corporation (PGR) | 0.0 | $311k | 12k | 25.39 | |
Lincoln National Corporation (LNC) | 0.0 | $293k | 8.0k | 36.52 | |
Via | 0.0 | $397k | 5.8k | 67.96 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $344k | 4.3k | 80.00 | |
Consolidated Edison (ED) | 0.0 | $412k | 7.1k | 58.36 | |
Copart (CPRT) | 0.0 | $290k | 9.4k | 30.79 | |
Franklin Resources (BEN) | 0.0 | $286k | 2.1k | 136.19 | |
Hologic (HOLX) | 0.0 | $400k | 21k | 19.30 | |
Spectra Energy | 0.0 | $397k | 12k | 34.48 | |
Stanley Black & Decker (SWK) | 0.0 | $417k | 5.4k | 77.37 | |
Dow Chemical Company | 0.0 | $422k | 13k | 32.15 | |
Waters Corporation (WAT) | 0.0 | $407k | 4.1k | 100.12 | |
Baker Hughes Incorporated | 0.0 | $283k | 6.1k | 46.11 | |
Diageo (DEO) | 0.0 | $378k | 3.3k | 114.82 | |
Intuitive Surgical (ISRG) | 0.0 | $304k | 600.00 | 506.67 | |
UnitedHealth (UNH) | 0.0 | $338k | 5.2k | 65.45 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $344k | 4.1k | 83.90 | |
Canadian Pacific Railway | 0.0 | $322k | 2.7k | 121.51 | |
Exelon Corporation (EXC) | 0.0 | $348k | 11k | 30.84 | |
EOG Resources (EOG) | 0.0 | $369k | 2.8k | 131.79 | |
Washington Post Company | 0.0 | $303k | 626.00 | 484.03 | |
Advance Auto Parts (AAP) | 0.0 | $398k | 4.9k | 81.22 | |
Bce (BCE) | 0.0 | $357k | 8.7k | 41.07 | |
Sempra Energy (SRE) | 0.0 | $296k | 3.6k | 81.88 | |
Zimmer Holdings (ZBH) | 0.0 | $436k | 5.8k | 75.00 | |
Tibco Software | 0.0 | $410k | 19k | 21.39 | |
Ventas (VTR) | 0.0 | $341k | 4.9k | 69.37 | |
Actuant Corporation | 0.0 | $389k | 12k | 33.01 | |
Genesis Energy (GEL) | 0.0 | $358k | 6.9k | 51.88 | |
Plains All American Pipeline (PAA) | 0.0 | $454k | 8.1k | 55.86 | |
Polypore International | 0.0 | $395k | 9.8k | 40.35 | |
SPX Corporation | 0.0 | $361k | 5.0k | 72.06 | |
Steiner Leisure Ltd Com Stk | 0.0 | $290k | 5.5k | 52.78 | |
Hexcel Corporation (HXL) | 0.0 | $306k | 9.0k | 34.00 | |
Trustmark Corporation (TRMK) | 0.0 | $296k | 12k | 24.57 | |
Integrys Energy | 0.0 | $417k | 7.1k | 58.59 | |
Magellan Midstream Partners | 0.0 | $327k | 6.0k | 54.50 | |
HCP | 0.0 | $379k | 8.4k | 45.39 | |
Technology SPDR (XLK) | 0.0 | $289k | 9.5k | 30.55 | |
EQT Corporation (EQT) | 0.0 | $391k | 4.9k | 79.46 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.0 | $344k | 10k | 33.37 | |
Boston Properties (BXP) | 0.0 | $342k | 3.2k | 105.36 | |
CBOE Holdings (CBOE) | 0.0 | $366k | 7.8k | 46.64 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $369k | 3.9k | 93.77 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $409k | 3.9k | 105.09 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $343k | 3.7k | 93.54 | |
PowerShares Preferred Portfolio | 0.0 | $318k | 22k | 14.29 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $350k | 7.0k | 50.00 | |
Examworks | 0.0 | $290k | 14k | 21.22 | |
Vanguard Inflation Protected Iv (VIPSX) | 0.0 | $289k | 22k | 13.34 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $344k | 11k | 31.85 | |
Horizon Ban (HBNC) | 0.0 | $345k | 17k | 20.43 | |
T. Rowe Price Growth Stock Fun (PRGFX) | 0.0 | $453k | 11k | 42.02 | |
Central Gold-Trust | 0.0 | $407k | 9.2k | 44.24 | |
Dreyfus Muni Bond | 0.0 | $438k | 38k | 11.42 | |
Vanguard World Fund mutual funds (VWIGX) | 0.0 | $378k | 19k | 19.45 | |
American Gwth Fd Of Amer F2 (GFFFX) | 0.0 | $281k | 7.3k | 38.48 | |
Oppenheimer Develop Mkts Cl A | 0.0 | $313k | 9.2k | 33.90 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.0 | $374k | 5.8k | 64.86 | |
Vanguard 500 Index Fd Sign | 0.0 | $434k | 3.5k | 122.32 | |
Amer Fds New Perspective A (ANWPX) | 0.0 | $362k | 11k | 33.70 | |
Vanguard Prime Cap Adm. (VPMAX) | 0.0 | $317k | 3.7k | 84.85 | |
Covidien | 0.0 | $360k | 5.7k | 62.92 | |
Fundamental Invs Inc cl f2 (FINFX) | 0.0 | $439k | 9.6k | 45.66 | |
First Eagle Us Value Fd Cl A mutual funds (FEVAX) | 0.0 | $293k | 16k | 18.95 | |
Vanguard Windsor Fund Admiral (VWNEX) | 0.0 | $287k | 4.8k | 59.58 | |
Doubleline Total Return Bd (DLTNX) | 0.0 | $408k | 37k | 11.03 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $364k | 6.5k | 56.05 | |
Keeley Mid Cap Value | 0.0 | $313k | 24k | 13.29 | |
Vanguard Wellington (VWENX) | 0.0 | $439k | 7.0k | 62.71 | |
Templeton Global Bond Fund Cl mf (TPINX) | 0.0 | $298k | 23k | 12.94 | |
Express Scripts Holding | 0.0 | $313k | 5.1k | 61.66 | |
Aon | 0.0 | $356k | 5.5k | 64.32 | |
Shelton Funds - S&p Midcap Ind | 0.0 | $426k | 16k | 25.96 | |
Dreyfus Amt-free Muni Bond | 0.0 | $297k | 22k | 13.69 | |
Liberty Global Inc C | 0.0 | $432k | 6.4k | 67.90 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $177k | 2.8k | 62.65 | |
Goldman Sachs (GS) | 0.0 | $98k | 650.00 | 150.77 | |
MasterCard Incorporated (MA) | 0.0 | $124k | 215.00 | 576.74 | |
State Street Corporation (STT) | 0.0 | $140k | 2.2k | 65.12 | |
Crown Castle International | 0.0 | $260k | 3.6k | 72.32 | |
Health Care SPDR (XLV) | 0.0 | $229k | 4.8k | 47.71 | |
Norfolk Southern (NSC) | 0.0 | $220k | 3.0k | 72.73 | |
Hospira | 0.0 | $177k | 4.6k | 38.39 | |
Apache Corporation | 0.0 | $150k | 1.8k | 83.80 | |
Kohl's Corporation (KSS) | 0.0 | $190k | 3.8k | 50.40 | |
LKQ Corporation (LKQ) | 0.0 | $165k | 6.4k | 25.78 | |
Leggett & Platt (LEG) | 0.0 | $162k | 5.2k | 31.15 | |
PPG Industries (PPG) | 0.0 | $234k | 1.6k | 146.25 | |
McGraw-Hill Companies | 0.0 | $166k | 3.1k | 53.12 | |
Everest Re Group (EG) | 0.0 | $255k | 2.0k | 128.33 | |
CVS Caremark Corporation (CVS) | 0.0 | $172k | 3.0k | 57.05 | |
Aetna | 0.0 | $141k | 2.2k | 63.63 | |
McKesson Corporation (MCK) | 0.0 | $153k | 1.3k | 114.18 | |
CareFusion Corporation | 0.0 | $195k | 5.3k | 36.77 | |
Hewlett-Packard Company | 0.0 | $135k | 5.5k | 24.77 | |
Sanofi-Aventis SA (SNY) | 0.0 | $185k | 3.6k | 51.39 | |
Staples | 0.0 | $223k | 14k | 15.84 | |
TJX Companies (TJX) | 0.0 | $98k | 2.0k | 50.03 | |
Accenture (ACN) | 0.0 | $166k | 2.3k | 72.17 | |
General Dynamics Corporation (GD) | 0.0 | $133k | 1.7k | 78.61 | |
Clorox Company (CLX) | 0.0 | $266k | 3.2k | 83.12 | |
Gannett | 0.0 | $112k | 4.6k | 24.56 | |
Kellogg Company (K) | 0.0 | $170k | 2.7k | 64.13 | |
Visa (V) | 0.0 | $183k | 1.0k | 183.00 | |
Discovery Communications | 0.0 | $182k | 2.6k | 69.81 | |
Discovery Communications | 0.0 | $227k | 2.9k | 77.40 | |
Vornado Realty Trust (VNO) | 0.0 | $265k | 3.2k | 82.79 | |
Westar Energy | 0.0 | $243k | 7.6k | 31.97 | |
Old Republic International Corporation (ORI) | 0.0 | $93k | 7.2k | 12.84 | |
Applied Materials (AMAT) | 0.0 | $212k | 14k | 14.93 | |
Precision Castparts | 0.0 | $262k | 1.2k | 225.86 | |
Micron Technology (MU) | 0.0 | $143k | 10k | 14.30 | |
Mead Johnson Nutrition | 0.0 | $264k | 3.3k | 79.33 | |
salesforce (CRM) | 0.0 | $217k | 5.7k | 38.12 | |
Wyndham Worldwide Corporation | 0.0 | $166k | 2.9k | 57.22 | |
Life Technologies | 0.0 | $202k | 2.7k | 74.13 | |
Littelfuse (LFUS) | 0.0 | $205k | 2.8k | 74.55 | |
DTE Energy Company (DTE) | 0.0 | $262k | 3.9k | 66.96 | |
Intuit (INTU) | 0.0 | $152k | 2.5k | 61.09 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $247k | 4.4k | 55.53 | |
Alliant Energy Corporation (LNT) | 0.0 | $209k | 4.2k | 50.36 | |
MVC Capital | 0.0 | $148k | 12k | 12.60 | |
NuStar Energy | 0.0 | $272k | 6.0k | 45.71 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $269k | 2.8k | 96.38 | |
Holly Energy Partners | 0.0 | $246k | 6.5k | 37.96 | |
Lululemon Athletica (LULU) | 0.0 | $111k | 1.7k | 65.29 | |
Valmont Industries (VMI) | 0.0 | $215k | 1.5k | 143.33 | |
Realty Income (O) | 0.0 | $163k | 3.9k | 41.79 | |
St. Jude Medical | 0.0 | $245k | 5.4k | 45.63 | |
Scripps Networks Interactive | 0.0 | $196k | 2.9k | 66.92 | |
Suncor Energy (SU) | 0.0 | $120k | 4.1k | 29.58 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.0 | $120k | 12k | 9.80 | |
Vanguard 500 Index Fund mut (VFINX) | 0.0 | $237k | 1.6k | 148.22 | |
Vanguard Small Cap Index Fund mut | 0.0 | $104k | 2.3k | 44.94 | |
TWEEDY BROWNE AMERICAN Value Fund fund | 0.0 | $148k | 6.8k | 21.68 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $207k | 1.6k | 128.89 | |
Oneok (OKE) | 0.0 | $252k | 6.1k | 41.38 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $154k | 4.3k | 35.57 | |
Kodiak Oil & Gas | 0.0 | $204k | 23k | 8.88 | |
Dodge & Cox Fds Intl Stk Fd mutual funds | 0.0 | $236k | 6.5k | 36.48 | |
Hussman Invt Tr Strategic Grw mutual funds (HSGFX) | 0.0 | $117k | 11k | 10.49 | |
Ecotality | 0.0 | $155k | 100k | 1.55 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $222k | 5.2k | 43.11 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $272k | 2.9k | 95.17 | |
DNP Select Income Fund (DNP) | 0.0 | $141k | 14k | 9.80 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $115k | 1.0k | 111.65 | |
First Republic Bank/san F (FRCB) | 0.0 | $243k | 6.3k | 38.51 | |
Fresh Market | 0.0 | $232k | 4.7k | 49.79 | |
Nymox Pharmaceutical Corporation | 0.0 | $127k | 25k | 5.08 | |
Vanguard REIT ETF (VNQ) | 0.0 | $170k | 2.5k | 68.60 | |
T Rowe Price Intl Bd (RPIBX) | 0.0 | $94k | 10k | 9.35 | |
Vanguard Admiral Shares Taxable (VFSUX) | 0.0 | $213k | 20k | 10.65 | |
CurrencyShares Australian Dollar Trust | 0.0 | $201k | 2.2k | 91.36 | |
First Eagle Overseas Cl A (SGOVX) | 0.0 | $181k | 8.1k | 22.36 | |
Oakmark Int'l (OAKIX) | 0.0 | $265k | 12k | 22.90 | |
T Rowe Price Tax Free | 0.0 | $176k | 31k | 5.60 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.0 | $102k | 3.6k | 28.10 | |
Lazard Emerging Mkts Equity Po (LZEMX) | 0.0 | $112k | 6.3k | 17.82 | |
Pimco Total Return Fund Instl mf-s (PTTRX) | 0.0 | $118k | 11k | 10.75 | |
Fidelity Contra (FCNTX) | 0.0 | $259k | 3.0k | 85.79 | |
Permanent Portfolio (PRPFX) | 0.0 | $234k | 5.2k | 44.95 | |
Investment Company Of America (AIVSX) | 0.0 | $117k | 3.5k | 33.78 | |
Goldman Sachs High Yield Fd- Ins equity (GSHIX) | 0.0 | $107k | 15k | 7.19 | |
Vanguard Mun Bd Fd Inc Lt Txex (VWLUX) | 0.0 | $147k | 13k | 11.20 | |
Fidelity Equity Income Fd mutual funds (FEQIX) | 0.0 | $252k | 4.7k | 53.44 | |
Fidelity Gnma Fund fix inc fund (FGMNX) | 0.0 | $157k | 14k | 11.31 | |
Fidelity Fund (FFIDX) | 0.0 | $184k | 4.6k | 39.84 | |
Fidelity Spartan Intl Index Iv | 0.0 | $264k | 7.4k | 35.46 | |
Fidelity Value Fund (FDVLX) | 0.0 | $225k | 2.5k | 89.11 | |
Janus Fund | 0.0 | $241k | 6.9k | 34.82 | |
Nuveen H/y Muni Bd (NHMRX) | 0.0 | $197k | 12k | 16.08 | |
Price T Rowe Tax Free Inc Bond (PRTAX) | 0.0 | $219k | 22k | 10.03 | |
T Rowe Price High Yield (PRHYX) | 0.0 | $164k | 24k | 6.92 | |
Thornbugr Inv Inc Bld (TIBAX) | 0.0 | $201k | 10k | 19.58 | |
Vanguard Inflat Protect Sec Ad (VAIPX) | 0.0 | $224k | 8.5k | 26.24 | |
Wells Fargo Adv Inc Pl | 0.0 | $130k | 11k | 11.79 | |
Alpine Ultra Shrt Tax Opt-in fund | 0.0 | $158k | 16k | 10.02 | |
Prologis (PLD) | 0.0 | $248k | 6.6k | 37.74 | |
Fidelity Balanced (FBALX) | 0.0 | $207k | 9.6k | 21.50 | |
Vanguard Mun Bd Fd Inc ltd term ptfl (VMLTX) | 0.0 | $227k | 21k | 11.00 | |
Wells Fargo Fds Tr adv stmn bd iv | 0.0 | $240k | 24k | 9.97 | |
Fortune Brands (FBIN) | 0.0 | $207k | 5.3k | 38.82 | |
De Master Blenders 1753 | 0.0 | $159k | 9.9k | 16.00 | |
Pentair | 0.0 | $243k | 4.2k | 57.62 | |
Sunedison | 0.0 | $123k | 15k | 8.20 | |
Corning Incorporated (GLW) | 0.0 | $22k | 1.6k | 13.99 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $3.0k | 100.00 | 30.00 | |
CBS Corporation | 0.0 | $26k | 525.00 | 49.52 | |
Avon Products | 0.0 | $91k | 4.3k | 21.10 | |
International Game Technology | 0.0 | $52k | 3.1k | 16.77 | |
SYSCO Corporation (SYY) | 0.0 | $57k | 1.7k | 34.03 | |
T. Rowe Price (TROW) | 0.0 | $16k | 225.00 | 71.11 | |
AFLAC Incorporated (AFL) | 0.0 | $17k | 300.00 | 56.67 | |
Tellabs | 0.0 | $4.0k | 1.9k | 2.15 | |
Interpublic Group of Companies (IPG) | 0.0 | $16k | 1.1k | 14.17 | |
Omnicare | 0.0 | $0 | 10.00 | 0.00 | |
Encana Corp | 0.0 | $70k | 4.1k | 17.02 | |
Total (TTE) | 0.0 | $8.0k | 158.00 | 50.63 | |
Marriott International (MAR) | 0.0 | $16k | 403.00 | 39.70 | |
Xcel Energy (XEL) | 0.0 | $85k | 3.0k | 28.29 | |
Quicksilver Resources | 0.0 | $0 | 37.00 | 0.00 | |
J.M. Smucker Company (SJM) | 0.0 | $9.0k | 92.00 | 97.83 | |
priceline.com Incorporated | 0.0 | $45k | 54.00 | 833.33 | |
Toyota Motor Corporation (TM) | 0.0 | $6.0k | 49.00 | 122.45 | |
Epl Technologies | 0.0 | $0 | 41k | 0.00 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $10k | 59.00 | 169.49 | |
Sirius XM Radio | 0.0 | $71k | 21k | 3.37 | |
Unilever (UL) | 0.0 | $91k | 2.2k | 40.59 | |
Ladenburg Thalmann Financial Services | 0.0 | $33k | 20k | 1.65 | |
American International (AIG) | 0.0 | $10k | 224.00 | 44.64 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $85k | 1.4k | 62.27 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $22k | 585.00 | 37.61 | |
General Motors Company (GM) | 0.0 | $50k | 1.5k | 33.33 | |
Pimco Commodity Rr Strat-ins (PCRIX) | 0.0 | $11k | 2.1k | 5.36 | |
Tortoise Energy Capital Corporation | 0.0 | $48k | 1.4k | 34.29 | |
American Capital Wld Grth & In (CWGIX) | 0.0 | $63k | 1.6k | 39.13 | |
Vanguard 500 Index - Adm (VFIAX) | 0.0 | $49k | 332.00 | 147.59 | |
Pimco Funds Total Return Incom | 0.0 | $23k | 2.2k | 10.57 | |
Viaspace (VSPC) | 0.0 | $700.000000 | 70k | 0.01 | |
Fidelity Intermediate Municipa (FLTMX) | 0.0 | $75k | 7.3k | 10.29 | |
Fidelity Spartan Intl Index | 0.0 | $27k | 757.00 | 35.67 | |
Applied Nanotech Holdings (APNT) | 0.0 | $1.0k | 10k | 0.10 | |
Touchstone Fds Group Tr Sand C | 0.0 | $37k | 2.8k | 13.43 | |
Defentect Group Inc C ommon (DFTC) | 0.0 | $0 | 23k | 0.00 | |
CopyTele (COPY) | 0.0 | $3.0k | 10k | 0.30 | |
Versus Technology (VSTI) | 0.0 | $4.8k | 48k | 0.10 | |
Columbia Value & Restruct Fd C | 0.0 | $13k | 256.00 | 50.78 | |
Franklin Cust Fds Incm Fd Cl A (FKINX) | 0.0 | $15k | 6.7k | 2.23 | |
T. Rowe Price Capital Apprecia (PRWCX) | 0.0 | $87k | 3.5k | 24.55 | |
Te Connectivity Ltd for (TEL) | 0.0 | $23k | 499.00 | 46.09 | |
T. Rowe Price Intl (PRITX) | 0.0 | $37k | 2.5k | 14.55 | |
Washington Mut Invs (AWSHX) | 0.0 | $44k | 1.2k | 35.63 | |
Fidelity Short Term Bond Fund fix inc fund | 0.0 | $28k | 3.3k | 8.50 | |
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 | |
Nansonics (NNCSF) | 0.0 | $41k | 90k | 0.46 | |
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 | $24k | 970.00 | 24.74 | |
Pioneer High Income Muni Fd - | 0.0 | $83k | 11k | 7.59 | |
Vanguard Small Cap Index Signa | 0.0 | $28k | 694.00 | 40.35 | |
Vanguard Short-term Bond Index | 0.0 | $14k | 1.3k | 10.85 | |
Isonea | 0.0 | $7.1k | 22k | 0.32 | |
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 | |
Rowe T Price Mid Cp Val (TRMCX) | 0.0 | $10k | 371.00 | 26.95 | |
Synacor | 0.0 | $20k | 6.5k | 3.09 | |
Ceres | 0.0 | $31k | 10k | 3.10 |