Parsons Capital Management as of Sept. 30, 2017
Portfolio Holdings for Parsons Capital Management
Parsons Capital Management holds 358 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 7.9 | $67M | 320k | 209.90 | |
Apple (AAPL) | 6.4 | $54M | 351k | 154.12 | |
Exxon Mobil Corporation (XOM) | 3.4 | $29M | 354k | 81.98 | |
Berkshire Hathaway (BRK.B) | 2.7 | $23M | 124k | 183.32 | |
Johnson & Johnson (JNJ) | 2.1 | $18M | 136k | 130.01 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $14M | 148k | 95.51 | |
Microsoft Corporation (MSFT) | 1.5 | $13M | 173k | 74.49 | |
Amazon (AMZN) | 1.5 | $12M | 13k | 961.34 | |
Procter & Gamble Company (PG) | 1.4 | $12M | 128k | 90.98 | |
Comcast Corporation (CMCSA) | 1.3 | $11M | 293k | 38.48 | |
Chevron Corporation (CVX) | 1.2 | $10M | 86k | 117.50 | |
Honeywell International (HON) | 1.1 | $9.3M | 66k | 141.74 | |
Intel Corporation (INTC) | 1.1 | $9.1M | 239k | 38.08 | |
American Tower Reit (AMT) | 1.0 | $8.7M | 64k | 136.68 | |
General Electric Company | 1.0 | $8.6M | 354k | 24.18 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 1.0 | $8.6M | 84k | 101.79 | |
Home Depot (HD) | 1.0 | $8.3M | 51k | 163.57 | |
Pfizer (PFE) | 1.0 | $8.3M | 234k | 35.70 | |
Vanguard S&p 500 Etf idx (VOO) | 1.0 | $8.1M | 35k | 230.76 | |
Oracle Corporation (ORCL) | 0.9 | $7.8M | 161k | 48.35 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $7.6M | 7.8k | 973.67 | |
Celgene Corporation | 0.9 | $7.4M | 51k | 145.81 | |
Abbvie (ABBV) | 0.8 | $7.2M | 81k | 88.86 | |
iShares S&P 500 Index (IVV) | 0.8 | $7.0M | 28k | 252.94 | |
Thermo Fisher Scientific (TMO) | 0.8 | $6.9M | 37k | 189.20 | |
BlackRock (BLK) | 0.8 | $6.8M | 15k | 447.12 | |
Merck & Co (MRK) | 0.8 | $6.4M | 100k | 64.03 | |
Pepsi (PEP) | 0.8 | $6.3M | 57k | 111.43 | |
Boeing Company (BA) | 0.7 | $6.3M | 25k | 254.21 | |
CVS Caremark Corporation (CVS) | 0.7 | $6.2M | 77k | 81.32 | |
Abbott Laboratories (ABT) | 0.7 | $6.2M | 117k | 53.36 | |
Verizon Communications (VZ) | 0.7 | $6.2M | 126k | 49.49 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.7 | $5.8M | 73k | 80.13 | |
Schlumberger (SLB) | 0.6 | $5.4M | 77k | 69.76 | |
At&t (T) | 0.6 | $5.3M | 136k | 39.17 | |
United Technologies Corporation | 0.6 | $5.2M | 45k | 116.08 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.6 | $5.2M | 59k | 88.01 | |
Caterpillar (CAT) | 0.6 | $5.0M | 40k | 124.72 | |
International Business Machines (IBM) | 0.6 | $4.9M | 34k | 145.08 | |
Danaher Corporation (DHR) | 0.6 | $4.9M | 57k | 85.78 | |
MiMedx (MDXG) | 0.6 | $4.9M | 413k | 11.88 | |
ConocoPhillips (COP) | 0.6 | $4.8M | 96k | 50.05 | |
Spring Bk Pharmaceuticals In | 0.6 | $4.7M | 282k | 16.84 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $4.5M | 104k | 43.57 | |
Mondelez Int (MDLZ) | 0.5 | $4.5M | 111k | 40.66 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $4.4M | 102k | 43.41 | |
Amgen (AMGN) | 0.5 | $4.2M | 23k | 186.47 | |
Dowdupont | 0.5 | $4.3M | 62k | 69.22 | |
MasterCard Incorporated (MA) | 0.5 | $4.0M | 28k | 141.21 | |
Cisco Systems (CSCO) | 0.5 | $4.0M | 118k | 33.63 | |
Nextera Energy (NEE) | 0.5 | $3.9M | 26k | 146.56 | |
Nxp Semiconductors N V (NXPI) | 0.5 | $3.9M | 35k | 113.10 | |
CSX Corporation (CSX) | 0.5 | $3.8M | 70k | 54.26 | |
Bristol Myers Squibb (BMY) | 0.5 | $3.8M | 60k | 63.73 | |
Mettler-Toledo International (MTD) | 0.5 | $3.8M | 6.1k | 626.12 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.5 | $3.8M | 72k | 52.71 | |
Citigroup (C) | 0.5 | $3.9M | 53k | 72.74 | |
Dunkin' Brands Group | 0.5 | $3.9M | 73k | 53.08 | |
U.S. Bancorp (USB) | 0.4 | $3.8M | 70k | 53.59 | |
Accenture (ACN) | 0.4 | $3.7M | 28k | 135.07 | |
Roper Industries (ROP) | 0.4 | $3.8M | 16k | 243.38 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $3.8M | 51k | 74.23 | |
Nike (NKE) | 0.4 | $3.6M | 70k | 51.85 | |
Automatic Data Processing (ADP) | 0.4 | $3.4M | 31k | 109.32 | |
Phillips 66 (PSX) | 0.4 | $3.4M | 37k | 91.61 | |
McDonald's Corporation (MCD) | 0.4 | $3.3M | 21k | 156.70 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $3.2M | 83k | 38.81 | |
Vanguard Mid-Cap ETF (VO) | 0.4 | $3.1M | 21k | 146.98 | |
Broadridge Financial Solutions (BR) | 0.4 | $3.0M | 37k | 80.82 | |
iShares S&P MidCap 400 Index (IJH) | 0.4 | $3.1M | 17k | 178.88 | |
Eli Lilly & Co. (LLY) | 0.3 | $3.0M | 35k | 85.54 | |
priceline.com Incorporated | 0.3 | $2.9M | 1.6k | 1831.06 | |
Intuit (INTU) | 0.3 | $3.0M | 21k | 142.15 | |
Walt Disney Company (DIS) | 0.3 | $2.8M | 29k | 98.57 | |
American Water Works (AWK) | 0.3 | $2.8M | 35k | 80.90 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $2.8M | 2.9k | 959.04 | |
Progressive Corporation (PGR) | 0.3 | $2.7M | 56k | 48.42 | |
Fortive (FTV) | 0.3 | $2.7M | 39k | 70.78 | |
Canadian Natl Ry (CNI) | 0.3 | $2.6M | 31k | 82.84 | |
Emerson Electric (EMR) | 0.3 | $2.6M | 41k | 62.83 | |
Halliburton Company (HAL) | 0.3 | $2.7M | 58k | 46.04 | |
Lowe's Companies (LOW) | 0.3 | $2.6M | 33k | 79.94 | |
Visa (V) | 0.3 | $2.6M | 25k | 105.23 | |
Enbridge (ENB) | 0.3 | $2.6M | 63k | 41.84 | |
Gentex Corporation (GNTX) | 0.3 | $2.6M | 133k | 19.80 | |
SPDR Morgan Stanley Technology (XNTK) | 0.3 | $2.7M | 34k | 78.84 | |
Medtronic (MDT) | 0.3 | $2.6M | 34k | 77.77 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $2.5M | 48k | 53.02 | |
AFLAC Incorporated (AFL) | 0.3 | $2.5M | 31k | 81.37 | |
Torchmark Corporation | 0.3 | $2.5M | 31k | 80.09 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.3 | $2.5M | 218k | 11.66 | |
Novartis (NVS) | 0.3 | $2.4M | 28k | 85.84 | |
Paypal Holdings (PYPL) | 0.3 | $2.4M | 38k | 64.02 | |
Baxter International (BAX) | 0.3 | $2.4M | 38k | 62.76 | |
Tor Dom Bk Cad (TD) | 0.3 | $2.4M | 42k | 56.28 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $2.2M | 49k | 44.81 | |
Paychex (PAYX) | 0.3 | $2.2M | 37k | 59.95 | |
FLIR Systems | 0.3 | $2.2M | 57k | 38.92 | |
East West Ban (EWBC) | 0.3 | $2.2M | 38k | 59.77 | |
salesforce (CRM) | 0.3 | $2.2M | 24k | 93.44 | |
Rydex S&P Equal Weight ETF | 0.3 | $2.2M | 23k | 95.56 | |
Wec Energy Group (WEC) | 0.3 | $2.2M | 35k | 62.77 | |
Wells Fargo & Company (WFC) | 0.2 | $2.1M | 38k | 55.16 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $2.1M | 21k | 102.62 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.2 | $2.1M | 68k | 30.66 | |
Technology SPDR (XLK) | 0.2 | $2.1M | 35k | 59.09 | |
Welltower Inc Com reit (WELL) | 0.2 | $2.0M | 29k | 70.29 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 0.2 | $2.0M | 62k | 32.28 | |
Omni (OMC) | 0.2 | $1.9M | 26k | 74.06 | |
Waters Corporation (WAT) | 0.2 | $1.9M | 10k | 179.49 | |
Southern Company (SO) | 0.2 | $1.8M | 37k | 49.13 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $1.9M | 22k | 84.66 | |
Park City (TRAK) | 0.2 | $1.9M | 154k | 12.15 | |
Quintiles Transnatio Hldgs I | 0.2 | $1.9M | 20k | 95.07 | |
Kraft Heinz (KHC) | 0.2 | $1.8M | 24k | 77.53 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $1.8M | 30k | 59.77 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.8M | 5.9k | 310.25 | |
Duke Energy (DUK) | 0.2 | $1.7M | 21k | 83.90 | |
Compass Minerals International (CMP) | 0.2 | $1.7M | 26k | 64.90 | |
Royal Dutch Shell | 0.2 | $1.7M | 28k | 60.57 | |
Express Scripts Holding | 0.2 | $1.7M | 27k | 63.31 | |
SYSCO Corporation (SYY) | 0.2 | $1.6M | 30k | 53.96 | |
Xilinx | 0.2 | $1.6M | 23k | 70.82 | |
SPDR Gold Trust (GLD) | 0.2 | $1.6M | 13k | 121.57 | |
Time Warner | 0.2 | $1.5M | 15k | 102.42 | |
Bank of America Corporation (BAC) | 0.2 | $1.5M | 59k | 25.34 | |
Weyerhaeuser Company (WY) | 0.2 | $1.5M | 44k | 34.04 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $1.6M | 32k | 48.35 | |
Gra (GGG) | 0.2 | $1.4M | 12k | 123.65 | |
John Hancock Exchange Traded multifactor la (JHML) | 0.2 | $1.4M | 44k | 32.80 | |
Cummins (CMI) | 0.2 | $1.4M | 8.3k | 168.03 | |
Colgate-Palmolive Company (CL) | 0.2 | $1.3M | 18k | 72.83 | |
Qualcomm (QCOM) | 0.2 | $1.4M | 27k | 51.84 | |
Clorox Company (CLX) | 0.2 | $1.3M | 10k | 131.91 | |
Transcanada Corp | 0.2 | $1.3M | 27k | 49.44 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $1.3M | 12k | 115.43 | |
Vanguard Materials ETF (VAW) | 0.2 | $1.4M | 11k | 128.54 | |
Jp Morgan Alerian Mlp Index | 0.2 | $1.4M | 48k | 28.22 | |
Xylem (XYL) | 0.2 | $1.4M | 22k | 62.61 | |
Becton, Dickinson and (BDX) | 0.1 | $1.2M | 6.3k | 196.00 | |
General Mills (GIS) | 0.1 | $1.3M | 25k | 51.75 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | 14k | 89.65 | |
TJX Companies (TJX) | 0.1 | $1.3M | 18k | 73.75 | |
Dollar Tree (DLTR) | 0.1 | $1.2M | 14k | 86.82 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $1.2M | 13k | 93.67 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.1 | $1.3M | 26k | 50.40 | |
Powershares Kbw Bank Etf | 0.1 | $1.2M | 24k | 51.19 | |
Leucadia National | 0.1 | $1.2M | 47k | 25.25 | |
United Parcel Service (UPS) | 0.1 | $1.2M | 9.8k | 120.05 | |
Analog Devices (ADI) | 0.1 | $1.2M | 14k | 86.19 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $1.2M | 15k | 81.08 | |
Wal-Mart Stores (WMT) | 0.1 | $1.1M | 14k | 78.15 | |
Brookfield Asset Management | 0.1 | $1.1M | 27k | 41.30 | |
Core Laboratories | 0.1 | $1.1M | 11k | 98.70 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.1M | 4.00 | 274750.00 | |
Stericycle (SRCL) | 0.1 | $1.1M | 16k | 71.64 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $1.1M | 9.1k | 119.26 | |
iShares Dow Jones US Home Const. (ITB) | 0.1 | $1.1M | 31k | 36.55 | |
Fortinet (FTNT) | 0.1 | $1.1M | 31k | 35.85 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $1.1M | 7.7k | 141.28 | |
Vanguard REIT ETF (VNQ) | 0.1 | $1.1M | 13k | 83.06 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $1.1M | 7.4k | 149.93 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $1.1M | 19k | 60.04 | |
Ishares Tr core div grwth (DGRO) | 0.1 | $1.1M | 34k | 32.48 | |
Crown Castle Intl (CCI) | 0.1 | $1.1M | 11k | 100.00 | |
Consolidated Edison (ED) | 0.1 | $1.0M | 13k | 80.69 | |
Philip Morris International (PM) | 0.1 | $995k | 9.0k | 110.99 | |
Gilead Sciences (GILD) | 0.1 | $1.0M | 13k | 81.01 | |
Enstar Group (ESGR) | 0.1 | $978k | 4.4k | 222.27 | |
Eagle Materials (EXP) | 0.1 | $1.0M | 9.4k | 106.74 | |
Agnico (AEM) | 0.1 | $983k | 22k | 45.21 | |
iShares Morningstar Mid Core Index (IMCB) | 0.1 | $1.0M | 5.9k | 174.84 | |
Clyme US Cptl Mkts Mco Trm Fxd Idx | 0.1 | $1.0M | 21k | 50.35 | |
Synchrony Financial (SYF) | 0.1 | $1.0M | 33k | 31.06 | |
Azurrx Biopharma | 0.1 | $1.0M | 254k | 3.99 | |
Nucor Corporation (NUE) | 0.1 | $971k | 17k | 56.05 | |
Union Pacific Corporation (UNP) | 0.1 | $892k | 7.7k | 115.99 | |
V.F. Corporation (VFC) | 0.1 | $912k | 14k | 63.58 | |
AmerisourceBergen (COR) | 0.1 | $905k | 11k | 82.78 | |
Stryker Corporation (SYK) | 0.1 | $952k | 6.7k | 142.07 | |
White Mountains Insurance Gp (WTM) | 0.1 | $900k | 1.1k | 857.14 | |
Brookfield Infrastructure Part (BIP) | 0.1 | $971k | 23k | 43.16 | |
MetLife (MET) | 0.1 | $950k | 18k | 51.92 | |
Duke Realty Corporation | 0.1 | $891k | 31k | 28.83 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $974k | 8.8k | 110.85 | |
PowerShares Water Resources | 0.1 | $918k | 32k | 28.51 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $925k | 6.1k | 152.01 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $909k | 18k | 50.12 | |
Jd (JD) | 0.1 | $902k | 24k | 38.20 | |
Bioverativ Inc Com equity | 0.1 | $906k | 16k | 57.05 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $874k | 13k | 68.50 | |
Xcel Energy (XEL) | 0.1 | $883k | 19k | 47.31 | |
Cypress Semiconductor Corporation | 0.1 | $862k | 57k | 15.02 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $837k | 9.4k | 89.18 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $856k | 7.1k | 121.28 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $878k | 8.0k | 110.14 | |
Wp Carey (WPC) | 0.1 | $837k | 12k | 67.36 | |
Walgreen Boots Alliance (WBA) | 0.1 | $830k | 11k | 77.21 | |
Blackstone | 0.1 | $805k | 24k | 33.37 | |
Coca-Cola Company (KO) | 0.1 | $787k | 18k | 45.03 | |
Apache Corporation | 0.1 | $792k | 17k | 45.78 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $741k | 6.3k | 117.73 | |
Diageo (DEO) | 0.1 | $721k | 5.5k | 132.12 | |
Praxair | 0.1 | $721k | 5.2k | 139.73 | |
Amtrust Financial Services | 0.1 | $800k | 60k | 13.46 | |
Washington Trust Ban (WASH) | 0.1 | $733k | 13k | 57.27 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $765k | 2.3k | 326.50 | |
Facebook Inc cl a (META) | 0.1 | $780k | 4.6k | 170.83 | |
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.1 | $758k | 27k | 28.65 | |
Chubb (CB) | 0.1 | $743k | 5.2k | 142.53 | |
S&p Global (SPGI) | 0.1 | $757k | 4.8k | 156.34 | |
Cerner Corporation | 0.1 | $652k | 9.1k | 71.37 | |
Raytheon Company | 0.1 | $706k | 3.8k | 186.48 | |
Deere & Company (DE) | 0.1 | $663k | 5.3k | 125.52 | |
Spdr Ser Tr cmn (FLRN) | 0.1 | $709k | 23k | 30.75 | |
Asml Holding (ASML) | 0.1 | $655k | 3.8k | 171.24 | |
Jounce Therapeutics | 0.1 | $670k | 43k | 15.58 | |
Wheaton Precious Metals Corp (WPM) | 0.1 | $717k | 38k | 19.08 | |
Corning Incorporated (GLW) | 0.1 | $630k | 21k | 29.94 | |
Cme (CME) | 0.1 | $619k | 4.6k | 135.60 | |
PNC Financial Services (PNC) | 0.1 | $601k | 4.5k | 134.78 | |
Costco Wholesale Corporation (COST) | 0.1 | $583k | 3.5k | 164.27 | |
CBS Corporation | 0.1 | $553k | 9.5k | 57.97 | |
Dominion Resources (D) | 0.1 | $586k | 7.6k | 76.90 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $552k | 2.2k | 251.02 | |
C.R. Bard | 0.1 | $620k | 1.9k | 320.41 | |
Allstate Corporation (ALL) | 0.1 | $574k | 6.2k | 91.97 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $579k | 41k | 14.04 | |
Fiserv (FI) | 0.1 | $596k | 4.6k | 129.06 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $629k | 4.9k | 129.50 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $600k | 6.3k | 94.76 | |
SPDR Wells Fargo Prfd Stk ETF (PSK) | 0.1 | $580k | 13k | 44.67 | |
Fortis (FTS) | 0.1 | $625k | 18k | 35.78 | |
Fortune Brands (FBIN) | 0.1 | $627k | 9.3k | 67.28 | |
FedEx Corporation (FDX) | 0.1 | $485k | 2.1k | 225.79 | |
Health Care SPDR (XLV) | 0.1 | $472k | 5.8k | 81.80 | |
Travelers Companies (TRV) | 0.1 | $470k | 3.8k | 122.59 | |
Yum! Brands (YUM) | 0.1 | $493k | 6.7k | 73.60 | |
Altria (MO) | 0.1 | $474k | 7.5k | 63.41 | |
Anadarko Petroleum Corporation | 0.1 | $497k | 10k | 48.87 | |
Capital One Financial (COF) | 0.1 | $527k | 6.2k | 84.70 | |
Sanofi-Aventis SA (SNY) | 0.1 | $497k | 10k | 49.82 | |
American Electric Power Company (AEP) | 0.1 | $513k | 7.3k | 70.26 | |
Biogen Idec (BIIB) | 0.1 | $541k | 1.7k | 313.26 | |
Ford Motor Company (F) | 0.1 | $492k | 41k | 11.98 | |
Illinois Tool Works (ITW) | 0.1 | $540k | 3.7k | 147.82 | |
D.R. Horton (DHI) | 0.1 | $547k | 14k | 39.91 | |
Chesapeake Energy Corporation | 0.1 | $521k | 121k | 4.30 | |
Industrial SPDR (XLI) | 0.1 | $519k | 7.3k | 71.00 | |
Team | 0.1 | $547k | 41k | 13.36 | |
American International (AIG) | 0.1 | $516k | 8.4k | 61.43 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $491k | 5.4k | 90.11 | |
Tesla Motors (TSLA) | 0.1 | $535k | 1.6k | 341.42 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $483k | 4.3k | 113.54 | |
Ligand Pharmaceuticals In (LGND) | 0.1 | $499k | 3.7k | 136.08 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $468k | 5.5k | 85.87 | |
Ishares Tr core tl usd bd (IUSB) | 0.1 | $527k | 10k | 51.07 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $502k | 1.4k | 363.77 | |
Signature Bank (SBNY) | 0.1 | $389k | 3.0k | 127.96 | |
PPG Industries (PPG) | 0.1 | $406k | 3.7k | 108.61 | |
EOG Resources (EOG) | 0.1 | $423k | 4.4k | 96.75 | |
Align Technology (ALGN) | 0.1 | $434k | 2.3k | 186.27 | |
Vanguard Growth ETF (VUG) | 0.1 | $421k | 3.2k | 132.60 | |
PowerShares India Portfolio | 0.1 | $438k | 19k | 23.68 | |
Vanguard Health Care ETF (VHT) | 0.1 | $444k | 2.9k | 152.32 | |
iShares Russell 3000 Growth Index (IUSG) | 0.1 | $456k | 9.0k | 50.53 | |
iShares Morningstar Small Core Idx (ISCB) | 0.1 | $413k | 2.5k | 166.87 | |
Kinder Morgan (KMI) | 0.1 | $424k | 22k | 19.17 | |
Marathon Petroleum Corp (MPC) | 0.1 | $455k | 8.1k | 56.10 | |
Ishares Tr usa min vo (USMV) | 0.1 | $384k | 7.6k | 50.28 | |
Ishares Inc em mkt min vol (EEMV) | 0.1 | $407k | 7.0k | 58.13 | |
Powershares S&p 500 | 0.1 | $418k | 10k | 41.05 | |
Cdk Global Inc equities | 0.1 | $447k | 7.1k | 63.14 | |
Broad | 0.1 | $394k | 1.6k | 242.46 | |
Goldman Sachs (GS) | 0.0 | $336k | 1.4k | 236.95 | |
State Street Corporation (STT) | 0.0 | $325k | 3.4k | 95.62 | |
Norfolk Southern (NSC) | 0.0 | $331k | 2.5k | 132.40 | |
Continental Resources | 0.0 | $350k | 9.1k | 38.65 | |
IDEXX Laboratories (IDXX) | 0.0 | $311k | 2.0k | 155.50 | |
Stanley Black & Decker (SWK) | 0.0 | $350k | 2.3k | 150.99 | |
BB&T Corporation | 0.0 | $324k | 6.9k | 46.94 | |
CIGNA Corporation | 0.0 | $302k | 1.6k | 186.65 | |
Target Corporation (TGT) | 0.0 | $351k | 5.9k | 59.07 | |
Total (TTE) | 0.0 | $368k | 6.9k | 53.53 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $299k | 3.7k | 79.95 | |
Energy Select Sector SPDR (XLE) | 0.0 | $367k | 5.4k | 68.44 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $342k | 6.3k | 53.94 | |
Financial Select Sector SPDR (XLF) | 0.0 | $348k | 13k | 25.89 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $332k | 1.5k | 224.02 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $332k | 2.6k | 127.89 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $297k | 3.2k | 93.57 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $304k | 2.9k | 104.65 | |
iShares MSCI Australia Index Fund (EWA) | 0.0 | $325k | 15k | 22.41 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $351k | 5.2k | 67.37 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $319k | 4.9k | 64.64 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $344k | 5.4k | 64.12 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $343k | 5.6k | 61.06 | |
Healthcare Tr Amer Inc cl a | 0.0 | $331k | 11k | 29.79 | |
Eversource Energy (ES) | 0.0 | $329k | 5.4k | 60.49 | |
Yum China Holdings (YUMC) | 0.0 | $329k | 8.2k | 39.97 | |
BP (BP) | 0.0 | $285k | 7.4k | 38.42 | |
Hasbro (HAS) | 0.0 | $295k | 3.0k | 97.52 | |
Northern Trust Corporation (NTRS) | 0.0 | $269k | 2.9k | 91.81 | |
Devon Energy Corporation (DVN) | 0.0 | $251k | 6.8k | 36.66 | |
Ecolab (ECL) | 0.0 | $295k | 2.3k | 128.65 | |
Expeditors International of Washington (EXPD) | 0.0 | $250k | 4.2k | 59.88 | |
Cardinal Health (CAH) | 0.0 | $215k | 3.2k | 66.96 | |
Northrop Grumman Corporation (NOC) | 0.0 | $239k | 831.00 | 287.61 | |
Sherwin-Williams Company (SHW) | 0.0 | $276k | 770.00 | 358.44 | |
Best Buy (BBY) | 0.0 | $230k | 4.0k | 56.89 | |
Akamai Technologies (AKAM) | 0.0 | $244k | 5.0k | 48.80 | |
Rockwell Collins | 0.0 | $227k | 1.7k | 130.53 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $277k | 8.3k | 33.24 | |
Markel Corporation (MKL) | 0.0 | $271k | 254.00 | 1066.93 | |
Kellogg Company (K) | 0.0 | $245k | 3.9k | 62.42 | |
Pioneer Natural Resources | 0.0 | $229k | 1.6k | 147.27 | |
Netflix (NFLX) | 0.0 | $269k | 1.5k | 181.51 | |
Donaldson Company (DCI) | 0.0 | $227k | 5.0k | 45.86 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $264k | 790.00 | 334.18 | |
Sun Life Financial (SLF) | 0.0 | $282k | 7.1k | 39.76 | |
Brookline Ban (BRKL) | 0.0 | $284k | 18k | 15.52 | |
AllianceBernstein Holding (AB) | 0.0 | $284k | 12k | 24.27 | |
MTS Systems Corporation | 0.0 | $273k | 5.1k | 53.53 | |
Unilever (UL) | 0.0 | $250k | 4.3k | 57.96 | |
Rockwell Automation (ROK) | 0.0 | $249k | 1.4k | 177.86 | |
Mednax (MD) | 0.0 | $245k | 5.7k | 43.04 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $279k | 4.9k | 56.82 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $260k | 2.4k | 109.80 | |
Oneok (OKE) | 0.0 | $231k | 4.2k | 55.46 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $280k | 2.7k | 105.30 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $231k | 2.8k | 82.03 | |
Vectren Corporation | 0.0 | $213k | 3.2k | 65.68 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $251k | 1.8k | 143.43 | |
WisdomTree Earnings 500 Fund (EPS) | 0.0 | $220k | 2.5k | 87.23 | |
Eaton (ETN) | 0.0 | $268k | 3.5k | 76.90 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $295k | 3.1k | 95.56 | |
Allegion Plc equity (ALLE) | 0.0 | $285k | 3.3k | 86.39 | |
Citizens Financial (CFG) | 0.0 | $260k | 6.9k | 37.82 | |
Life Storage Inc reit | 0.0 | $225k | 2.8k | 81.82 | |
Ishares Msci Japan (EWJ) | 0.0 | $286k | 5.1k | 55.80 | |
John Hancock Exchange Traded multi intl etf (JHMD) | 0.0 | $280k | 9.5k | 29.46 | |
National Grid (NGG) | 0.0 | $254k | 4.0k | 62.78 | |
International Paper Company (IP) | 0.0 | $209k | 3.7k | 56.75 | |
PerkinElmer (RVTY) | 0.0 | $207k | 3.0k | 69.00 | |
Marriott International (MAR) | 0.0 | $209k | 1.9k | 110.12 | |
Enterprise Products Partners (EPD) | 0.0 | $205k | 7.9k | 26.02 | |
Textainer Group Holdings | 0.0 | $184k | 11k | 17.14 | |
A. H. Belo Corporation | 0.0 | $138k | 30k | 4.60 | |
John Hancock Pref. Income Fund II (HPF) | 0.0 | $211k | 9.7k | 21.87 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $203k | 3.8k | 54.08 | |
Ishares Tr core strm usbd (ISTB) | 0.0 | $207k | 4.1k | 50.36 | |
Verastem | 0.0 | $68k | 15k | 4.69 | |
Tecogen (TGEN) | 0.0 | $120k | 38k | 3.20 | |
Aspen Aerogels (ASPN) | 0.0 | $50k | 12k | 4.35 | |
Conformis | 0.0 | $63k | 18k | 3.50 | |
Alexco Resource Corp | 0.0 | $22k | 15k | 1.47 | |
China Pharma Holdings | 0.0 | $2.0k | 10k | 0.20 | |
1iqtech International | 0.0 | $12k | 33k | 0.36 |