Palladium Partners as of March 31, 2015
Portfolio Holdings for Palladium Partners
Palladium Partners holds 253 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Europe Pacific ETF (VEA) | 4.3 | $50M | 1.3M | 39.83 | |
| Apple (AAPL) | 3.2 | $38M | 303k | 124.43 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $26M | 303k | 85.00 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 2.2 | $25M | 574k | 44.23 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 2.1 | $24M | 187k | 130.95 | |
| Home Depot (HD) | 2.1 | $24M | 211k | 113.61 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $24M | 388k | 60.58 | |
| iShares S&P 500 Index (IVV) | 1.8 | $21M | 102k | 207.83 | |
| General Electric Company | 1.8 | $21M | 845k | 24.81 | |
| Wells Fargo & Company (WFC) | 1.7 | $20M | 368k | 54.40 | |
| Altria (MO) | 1.6 | $19M | 381k | 50.02 | |
| Chevron Corporation (CVX) | 1.6 | $19M | 181k | 104.98 | |
| WisdomTree SmallCap Dividend Fund (DES) | 1.6 | $19M | 265k | 72.08 | |
| Pfizer (PFE) | 1.6 | $19M | 539k | 34.79 | |
| Johnson & Johnson (JNJ) | 1.6 | $18M | 182k | 100.60 | |
| Kroger (KR) | 1.5 | $17M | 227k | 76.66 | |
| Wal-Mart Stores (WMT) | 1.5 | $17M | 208k | 82.25 | |
| Oracle Corporation (ORCL) | 1.5 | $17M | 397k | 43.15 | |
| Amgen (AMGN) | 1.4 | $16M | 102k | 159.85 | |
| Norfolk Southern (NSC) | 1.3 | $16M | 151k | 102.92 | |
| Microsoft Corporation (MSFT) | 1.2 | $14M | 348k | 40.66 | |
| Cisco Systems (CSCO) | 1.2 | $14M | 511k | 27.52 | |
| Skyworks Solutions (SWKS) | 1.2 | $14M | 142k | 98.29 | |
| Toyota Motor Corporation (TM) | 1.2 | $14M | 99k | 139.89 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.2 | $14M | 129k | 105.53 | |
| At&t (T) | 1.2 | $14M | 413k | 32.65 | |
| Intel Corporation (INTC) | 1.1 | $13M | 408k | 31.27 | |
| Discover Financial Services | 1.1 | $13M | 222k | 56.35 | |
| CIGNA Corporation | 1.0 | $12M | 89k | 129.44 | |
| 1.0 | $12M | 21k | 554.69 | ||
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.0 | $11M | 103k | 110.67 | |
| Eli Lilly & Co. (LLY) | 0.9 | $11M | 152k | 72.65 | |
| Aetna | 0.9 | $11M | 99k | 106.53 | |
| Eastman Chemical Company (EMN) | 0.8 | $9.9M | 142k | 69.26 | |
| Alliant Energy Corporation (LNT) | 0.8 | $9.9M | 157k | 63.00 | |
| Southwest Airlines (LUV) | 0.8 | $10M | 225k | 44.30 | |
| Powershares Senior Loan Portfo mf | 0.8 | $9.8M | 406k | 24.09 | |
| Coca-Cola Company (KO) | 0.8 | $9.0M | 221k | 40.55 | |
| Boeing Company (BA) | 0.8 | $8.8M | 59k | 150.08 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.8 | $8.7M | 136k | 64.17 | |
| Pra (PRAA) | 0.8 | $8.7M | 161k | 54.32 | |
| Walt Disney Company (DIS) | 0.7 | $8.4M | 81k | 104.88 | |
| Deere & Company (DE) | 0.7 | $7.9M | 90k | 87.69 | |
| Avnet (AVT) | 0.7 | $7.9M | 177k | 44.50 | |
| iShares S&P 500 Value Index (IVE) | 0.7 | $7.8M | 84k | 92.56 | |
| Directv | 0.7 | $7.8M | 92k | 85.10 | |
| Valero Energy Corporation (VLO) | 0.7 | $7.7M | 121k | 63.62 | |
| Via | 0.7 | $7.5M | 110k | 68.30 | |
| International Business Machines (IBM) | 0.7 | $7.6M | 48k | 160.51 | |
| Procter & Gamble Company (PG) | 0.7 | $7.6M | 93k | 81.94 | |
| Industries N shs - a - (LYB) | 0.7 | $7.5M | 86k | 87.80 | |
| Actavis | 0.7 | $7.5M | 25k | 297.62 | |
| BP (BP) | 0.6 | $7.4M | 190k | 39.11 | |
| Canadian Natl Ry (CNI) | 0.6 | $7.5M | 112k | 66.87 | |
| Comcast Corporation (CMCSA) | 0.6 | $7.2M | 127k | 56.47 | |
| Travelers Companies (TRV) | 0.6 | $7.2M | 66k | 108.13 | |
| Pepsi (PEP) | 0.6 | $7.1M | 75k | 95.61 | |
| MetLife (MET) | 0.6 | $7.0M | 139k | 50.55 | |
| Anthem (ELV) | 0.6 | $6.9M | 45k | 154.41 | |
| Lincoln National Corporation (LNC) | 0.6 | $6.7M | 117k | 57.46 | |
| Stryker Corporation (SYK) | 0.6 | $6.6M | 72k | 92.25 | |
| Verizon Communications (VZ) | 0.6 | $6.6M | 135k | 48.63 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $6.4M | 44k | 144.32 | |
| iShares Lehman Aggregate Bond (AGG) | 0.5 | $6.3M | 57k | 111.43 | |
| Merck & Co (MRK) | 0.5 | $6.2M | 108k | 57.48 | |
| United Technologies Corporation | 0.5 | $5.9M | 50k | 117.19 | |
| Dominion Resources (D) | 0.5 | $5.9M | 83k | 70.87 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $5.6M | 140k | 40.13 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $5.5M | 54k | 102.38 | |
| Tyson Foods (TSN) | 0.5 | $5.2M | 136k | 38.30 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $5.3M | 66k | 80.47 | |
| Devon Energy Corporation (DVN) | 0.4 | $4.9M | 81k | 60.32 | |
| Gilead Sciences (GILD) | 0.4 | $4.8M | 49k | 98.13 | |
| Udr (UDR) | 0.4 | $4.8M | 140k | 34.03 | |
| Archer Daniels Midland Company (ADM) | 0.4 | $4.5M | 95k | 47.40 | |
| Ace Limited Cmn | 0.4 | $4.5M | 40k | 111.48 | |
| Bristol Myers Squibb (BMY) | 0.4 | $4.4M | 68k | 64.50 | |
| Automatic Data Processing (ADP) | 0.4 | $4.4M | 51k | 85.63 | |
| BB&T Corporation | 0.4 | $4.3M | 111k | 38.99 | |
| Bank of America Corporation (BAC) | 0.4 | $4.2M | 271k | 15.39 | |
| Schlumberger (SLB) | 0.4 | $4.2M | 51k | 83.45 | |
| Qualcomm (QCOM) | 0.4 | $4.2M | 61k | 69.33 | |
| CSX Corporation (CSX) | 0.3 | $4.1M | 124k | 33.12 | |
| Eaton (ETN) | 0.3 | $4.1M | 61k | 67.95 | |
| Cummins (CMI) | 0.3 | $3.8M | 27k | 138.65 | |
| BT | 0.3 | $3.9M | 59k | 65.16 | |
| Kinder Morgan (KMI) | 0.3 | $3.9M | 92k | 42.06 | |
| McDonald's Corporation (MCD) | 0.3 | $3.7M | 38k | 97.43 | |
| L-3 Communications Holdings | 0.3 | $3.6M | 29k | 125.78 | |
| Caterpillar (CAT) | 0.3 | $3.5M | 44k | 80.02 | |
| Corning Incorporated (GLW) | 0.3 | $3.4M | 150k | 22.68 | |
| PNC Financial Services (PNC) | 0.3 | $3.3M | 35k | 93.23 | |
| AFLAC Incorporated (AFL) | 0.3 | $3.3M | 52k | 64.00 | |
| ConocoPhillips (COP) | 0.3 | $3.3M | 53k | 62.27 | |
| General Dynamics Corporation (GD) | 0.3 | $3.2M | 24k | 135.71 | |
| Dollar Tree (DLTR) | 0.3 | $3.2M | 40k | 81.13 | |
| Marathon Oil Corporation (MRO) | 0.3 | $3.1M | 121k | 26.11 | |
| Abbvie (ABBV) | 0.3 | $3.1M | 53k | 58.55 | |
| Union Pacific Corporation (UNP) | 0.3 | $3.1M | 28k | 108.33 | |
| iShares S&P 500 Growth Index (IVW) | 0.3 | $3.0M | 26k | 113.95 | |
| E.I. du Pont de Nemours & Company | 0.2 | $2.9M | 41k | 71.47 | |
| Whirlpool Corporation (WHR) | 0.2 | $2.9M | 15k | 202.08 | |
| Kraft Foods | 0.2 | $2.9M | 33k | 87.12 | |
| Abbott Laboratories (ABT) | 0.2 | $2.7M | 58k | 46.33 | |
| Genuine Parts Company (GPC) | 0.2 | $2.7M | 29k | 93.18 | |
| Community Health Systems (CYH) | 0.2 | $2.7M | 52k | 52.28 | |
| Mondelez Int (MDLZ) | 0.2 | $2.7M | 75k | 36.09 | |
| Emerson Electric (EMR) | 0.2 | $2.5M | 45k | 56.61 | |
| CF Industries Holdings (CF) | 0.2 | $2.6M | 9.0k | 283.66 | |
| Goldman Sachs (GS) | 0.2 | $2.3M | 12k | 187.99 | |
| Sigma-Aldrich Corporation | 0.2 | $2.3M | 17k | 138.26 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $2.4M | 26k | 90.62 | |
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $2.3M | 30k | 77.95 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $2.3M | 20k | 113.59 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $2.3M | 19k | 118.92 | |
| Consolidated Edison (ED) | 0.2 | $2.2M | 36k | 61.01 | |
| PPG Industries (PPG) | 0.2 | $2.2M | 9.9k | 225.55 | |
| Markel Corporation (MKL) | 0.2 | $2.2M | 2.8k | 769.10 | |
| PPL Corporation (PPL) | 0.2 | $2.2M | 66k | 33.66 | |
| Twenty-first Century Fox | 0.2 | $2.3M | 67k | 33.85 | |
| Fox News | 0.2 | $2.2M | 68k | 32.88 | |
| V.F. Corporation (VFC) | 0.2 | $2.1M | 28k | 75.29 | |
| Delta Air Lines (DAL) | 0.2 | $2.1M | 47k | 44.96 | |
| Phillips 66 (PSX) | 0.2 | $2.1M | 27k | 78.60 | |
| Alaska Air (ALK) | 0.2 | $2.0M | 31k | 66.18 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $1.9M | 18k | 110.61 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $1.9M | 19k | 101.14 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $1.9M | 12k | 151.95 | |
| Philip Morris International (PM) | 0.1 | $1.8M | 24k | 75.33 | |
| Seagate Technology Com Stk | 0.1 | $1.8M | 34k | 52.03 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $1.7M | 20k | 84.87 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $1.7M | 21k | 84.29 | |
| Express Scripts Holding | 0.1 | $1.7M | 20k | 86.79 | |
| Duke Energy (DUK) | 0.1 | $1.7M | 22k | 76.76 | |
| 3M Company (MMM) | 0.1 | $1.7M | 10k | 164.98 | |
| AmerisourceBergen (COR) | 0.1 | $1.7M | 15k | 113.69 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $1.5M | 37k | 41.10 | |
| Becton, Dickinson and (BDX) | 0.1 | $1.5M | 11k | 143.63 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | 7.5k | 202.94 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $1.5M | 7.00 | 218000.00 | |
| Xcel Energy (XEL) | 0.1 | $1.6M | 45k | 34.82 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.4M | 13k | 107.08 | |
| Honeywell International (HON) | 0.1 | $1.4M | 14k | 104.28 | |
| Liberty Media | 0.1 | $1.4M | 48k | 29.20 | |
| Royal Dutch Shell | 0.1 | $1.4M | 23k | 59.67 | |
| Kellogg Company (K) | 0.1 | $1.4M | 21k | 65.89 | |
| Western Digital (WDC) | 0.1 | $1.3M | 14k | 91.02 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.3M | 18k | 69.33 | |
| Xerox Corporation | 0.1 | $1.3M | 102k | 12.85 | |
| iShares Gold Trust | 0.1 | $1.2M | 108k | 11.45 | |
| Liberty Global Inc C | 0.1 | $1.3M | 27k | 49.79 | |
| Ecolab (ECL) | 0.1 | $1.2M | 11k | 114.34 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | 7.6k | 160.95 | |
| Nextera Energy (NEE) | 0.1 | $1.2M | 11k | 104.01 | |
| Washington Real Estate Investment Trust (ELME) | 0.1 | $1.1M | 40k | 27.64 | |
| Energy Transfer Partners | 0.1 | $1.2M | 21k | 55.77 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.2M | 28k | 40.88 | |
| Google Inc Class C | 0.1 | $1.1M | 2.1k | 548.11 | |
| Medtronic (MDT) | 0.1 | $1.2M | 15k | 77.99 | |
| U.S. Bancorp (USB) | 0.1 | $1.1M | 24k | 43.68 | |
| Johnson Controls | 0.1 | $1.0M | 21k | 50.46 | |
| Southern Company (SO) | 0.1 | $1.1M | 25k | 44.28 | |
| Discovery Communications | 0.1 | $1.0M | 35k | 29.47 | |
| W.R. Grace & Co. | 0.1 | $1.0M | 10k | 98.87 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $1.0M | 15k | 70.07 | |
| Liberty Media Corp Del Com Ser C | 0.1 | $1.0M | 26k | 38.21 | |
| Dow Chemical Company | 0.1 | $975k | 20k | 47.98 | |
| Raytheon Company | 0.1 | $958k | 8.8k | 109.20 | |
| Total | 0.1 | $919k | 19k | 49.69 | |
| TowneBank (TOWN) | 0.1 | $891k | 55k | 16.09 | |
| SPDR S&P Emerging Markets Small Cap (EWX) | 0.1 | $902k | 20k | 44.76 | |
| Anadarko Petroleum Corporation | 0.1 | $872k | 11k | 82.81 | |
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $836k | 16k | 53.25 | |
| General Motors Company (GM) | 0.1 | $821k | 22k | 37.48 | |
| Xylem (XYL) | 0.1 | $785k | 22k | 35.01 | |
| Hartford Financial Services (HIG) | 0.1 | $708k | 17k | 41.82 | |
| Reinsurance Group of America (RGA) | 0.1 | $665k | 7.1k | 93.20 | |
| DaVita (DVA) | 0.1 | $659k | 8.1k | 81.32 | |
| Illinois Tool Works (ITW) | 0.1 | $663k | 6.8k | 97.08 | |
| Sempra Energy (SRE) | 0.1 | $750k | 6.9k | 109.03 | |
| SPDR Gold Trust (GLD) | 0.1 | $732k | 6.4k | 113.72 | |
| Plains All American Pipeline (PAA) | 0.1 | $677k | 14k | 48.74 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.1 | $748k | 6.7k | 111.81 | |
| Itt | 0.1 | $731k | 18k | 39.92 | |
| Libertyinteractivecorp lbtventcoma | 0.1 | $666k | 16k | 42.03 | |
| Walgreen Boots Alliance | 0.1 | $699k | 8.3k | 84.73 | |
| State Street Corporation (STT) | 0.1 | $579k | 7.9k | 73.52 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $595k | 2.9k | 206.53 | |
| American Electric Power Company (AEP) | 0.1 | $608k | 11k | 56.29 | |
| United Bankshares (UBSI) | 0.1 | $613k | 16k | 37.55 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $525k | 5.3k | 98.94 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $625k | 6.6k | 95.17 | |
| Starz - Liberty Capital | 0.1 | $605k | 18k | 34.42 | |
| Liberty Global Inc Com Ser A | 0.1 | $597k | 12k | 51.47 | |
| Cdk Global Inc equities | 0.1 | $618k | 13k | 46.74 | |
| CVS Caremark Corporation (CVS) | 0.0 | $450k | 4.4k | 103.15 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $477k | 3.6k | 134.37 | |
| Yum! Brands (YUM) | 0.0 | $467k | 5.9k | 78.69 | |
| Capital One Financial (COF) | 0.0 | $439k | 5.6k | 78.82 | |
| GlaxoSmithKline | 0.0 | $439k | 9.5k | 46.18 | |
| Nike (NKE) | 0.0 | $414k | 4.1k | 100.29 | |
| EMC Corporation | 0.0 | $506k | 20k | 25.61 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $418k | 3.6k | 115.92 | |
| SCANA Corporation | 0.0 | $440k | 8.0k | 55.00 | |
| Rayonier (RYN) | 0.0 | $439k | 16k | 26.93 | |
| PowerShares Water Resources | 0.0 | $423k | 17k | 24.92 | |
| SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.0 | $416k | 17k | 24.31 | |
| Exelis | 0.0 | $436k | 18k | 24.35 | |
| Liberty Media | 0.0 | $507k | 13k | 38.56 | |
| First Citizens BancShares (FCNCA) | 0.0 | $403k | 1.6k | 260.00 | |
| Costco Wholesale Corporation (COST) | 0.0 | $366k | 2.4k | 151.68 | |
| International Game Technology | 0.0 | $390k | 22k | 17.42 | |
| Brown-Forman Corporation (BF.B) | 0.0 | $383k | 4.2k | 90.39 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $358k | 3.0k | 118.66 | |
| Discovery Communications | 0.0 | $355k | 12k | 30.74 | |
| New York Community Ban | 0.0 | $326k | 20k | 16.72 | |
| Public Service Enterprise (PEG) | 0.0 | $369k | 8.8k | 41.97 | |
| Entergy Corporation (ETR) | 0.0 | $333k | 4.3k | 77.54 | |
| Enterprise Products Partners (EPD) | 0.0 | $382k | 12k | 32.97 | |
| Steel Dynamics (STLD) | 0.0 | $372k | 19k | 20.11 | |
| Realty Income (O) | 0.0 | $294k | 5.7k | 51.58 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $294k | 4.3k | 68.28 | |
| Monarch Financial Holdings | 0.0 | $292k | 23k | 12.52 | |
| Clyme US Cptl Mkts Mco Trm Fxd Idx | 0.0 | $355k | 7.1k | 50.11 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $372k | 6.6k | 56.59 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $243k | 22k | 11.07 | |
| American Express Company (AXP) | 0.0 | $240k | 3.1k | 78.02 | |
| Monsanto Company | 0.0 | $228k | 2.0k | 112.76 | |
| Waste Management (WM) | 0.0 | $283k | 5.2k | 54.18 | |
| Apache Corporation | 0.0 | $267k | 4.4k | 60.43 | |
| Spectra Energy | 0.0 | $201k | 5.5k | 36.15 | |
| SYSCO Corporation (SYY) | 0.0 | $261k | 6.9k | 37.74 | |
| International Paper Company (IP) | 0.0 | $279k | 5.0k | 55.41 | |
| Allstate Corporation (ALL) | 0.0 | $217k | 3.1k | 71.05 | |
| Target Corporation (TGT) | 0.0 | $245k | 3.0k | 82.08 | |
| Wisconsin Energy Corporation | 0.0 | $238k | 4.8k | 49.57 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $239k | 2.3k | 103.20 | |
| Middleburg Financial | 0.0 | $183k | 10k | 18.30 | |
| Dr Pepper Snapple | 0.0 | $212k | 2.7k | 78.52 | |
| Linn Energy | 0.0 | $212k | 19k | 11.07 | |
| Magna Intl Inc cl a (MGA) | 0.0 | $281k | 5.2k | 53.61 | |
| Zimmer Holdings (ZBH) | 0.0 | $202k | 1.7k | 117.37 | |
| Fulton Financial (FULT) | 0.0 | $226k | 18k | 12.35 | |
| Rbc Cad (RY) | 0.0 | $290k | 4.8k | 60.40 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $214k | 2.0k | 105.37 | |
| WSFS Financial Corporation (WSFS) | 0.0 | $266k | 3.5k | 75.59 | |
| Templeton Dragon Fund (TDF) | 0.0 | $230k | 9.3k | 24.85 | |
| Coca-cola Enterprises | 0.0 | $289k | 6.5k | 44.22 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $204k | 1.9k | 104.83 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $220k | 4.9k | 44.61 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.0 | $288k | 9.1k | 31.80 | |
| Bovie Medical Corporation | 0.0 | $24k | 10k | 2.40 | |
| Charles & Colvard | 0.0 | $19k | 16k | 1.20 |