S. R. Schill & Associates as of March 31, 2015
Portfolio Holdings for S. R. Schill & Associates
S. R. Schill & Associates holds 70 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 |
---|---|---|---|---|---|
United Parcel Service (UPS) | 21.6 | $32M | 333k | 96.94 | |
Vanguard REIT ETF (VNQ) | 10.1 | $15M | 179k | 84.31 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 9.6 | $14M | 167k | 86.21 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 6.0 | $9.0M | 294k | 30.75 | |
Vanguard Long-Term Bond ETF (BLV) | 4.0 | $6.0M | 62k | 96.31 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 3.9 | $5.8M | 172k | 33.64 | |
iShares S&P MidCap 400 Growth (IJK) | 3.5 | $5.2M | 31k | 171.50 | |
Vanguard High Dividend Yield ETF (VYM) | 3.3 | $4.9M | 72k | 68.30 | |
iShares MSCI EAFE Growth Index (EFG) | 2.9 | $4.4M | 63k | 70.07 | |
iShares Russell Midcap Value Index (IWS) | 2.9 | $4.3M | 57k | 75.26 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 2.4 | $3.6M | 92k | 38.82 | |
iShares MSCI EAFE Value Index (EFV) | 2.4 | $3.5M | 66k | 53.28 | |
Technology SPDR (XLK) | 2.1 | $3.2M | 76k | 41.44 | |
Health Care SPDR (XLV) | 2.0 | $2.9M | 40k | 72.51 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.6 | $2.5M | 19k | 131.80 | |
iShares S&P 500 Growth Index (IVW) | 1.5 | $2.2M | 19k | 113.96 | |
Robert Half International (RHI) | 1.4 | $2.0M | 34k | 60.51 | |
Vanguard Small-Cap Value ETF (VBR) | 1.2 | $1.8M | 17k | 109.43 | |
iShares S&P 500 Value Index (IVE) | 1.0 | $1.5M | 17k | 92.54 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.9 | $1.3M | 24k | 54.60 | |
Energy Select Sector SPDR (XLE) | 0.8 | $1.2M | 16k | 77.58 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.7 | $1.1M | 13k | 81.94 | |
AmeriGas Partners | 0.6 | $884k | 19k | 47.77 | |
New York Community Ban | 0.6 | $854k | 51k | 16.72 | |
Ford Motor Company (F) | 0.6 | $845k | 52k | 16.14 | |
At&t (T) | 0.5 | $816k | 25k | 32.66 | |
Procter & Gamble Company (PG) | 0.5 | $743k | 9.1k | 81.98 | |
General Electric Company | 0.5 | $708k | 29k | 24.82 | |
Emerson Electric (EMR) | 0.5 | $711k | 13k | 56.61 | |
Microsoft Corporation (MSFT) | 0.5 | $669k | 17k | 40.67 | |
Boeing Company (BA) | 0.5 | $677k | 4.5k | 150.11 | |
Community Bank System (CBU) | 0.5 | $667k | 19k | 35.41 | |
Verizon Communications (VZ) | 0.4 | $613k | 13k | 48.59 | |
E.I. du Pont de Nemours & Company | 0.4 | $594k | 8.3k | 71.48 | |
Paccar (PCAR) | 0.4 | $580k | 9.2k | 63.11 | |
PPG Industries (PPG) | 0.4 | $575k | 2.5k | 225.58 | |
Genuine Parts Company (GPC) | 0.3 | $531k | 5.7k | 93.16 | |
Energy Transfer Partners | 0.3 | $525k | 9.4k | 55.79 | |
Cisco Systems (CSCO) | 0.3 | $508k | 19k | 27.50 | |
Plum Creek Timber | 0.3 | $504k | 12k | 43.46 | |
Johnson & Johnson (JNJ) | 0.3 | $492k | 4.9k | 100.68 | |
Intel Corporation (INTC) | 0.3 | $488k | 16k | 31.25 | |
Umpqua Holdings Corporation | 0.3 | $484k | 28k | 17.16 | |
Duke Energy (DUK) | 0.3 | $476k | 6.2k | 76.77 | |
Realty Income (O) | 0.3 | $469k | 9.1k | 51.59 | |
Kraft Foods | 0.3 | $434k | 5.0k | 87.04 | |
Nextera Energy (NEE) | 0.2 | $377k | 3.6k | 104.00 | |
Amazon (AMZN) | 0.2 | $373k | 1.0k | 372.26 | |
Eli Lilly & Co. (LLY) | 0.2 | $359k | 4.9k | 72.72 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $364k | 3.4k | 107.06 | |
Hospitality Properties Trust | 0.2 | $338k | 10k | 32.98 | |
Medallion Financial (MFIN) | 0.2 | $344k | 37k | 9.27 | |
CenturyLink | 0.2 | $294k | 8.5k | 34.50 | |
Enterprise Products Partners (EPD) | 0.2 | $296k | 9.0k | 32.89 | |
Healthsouth | 0.2 | $293k | 6.6k | 44.34 | |
PowerShares QQQ Trust, Series 1 | 0.2 | $301k | 2.9k | 105.61 | |
iShares S&P 100 Index (OEF) | 0.2 | $301k | 3.3k | 90.31 | |
Alerian Mlp Etf | 0.2 | $303k | 18k | 16.55 | |
Health Care REIT | 0.2 | $280k | 3.6k | 77.46 | |
Starwood Property Trust (STWD) | 0.2 | $259k | 11k | 24.35 | |
Baxter International (BAX) | 0.2 | $259k | 3.8k | 68.39 | |
Dow Chemical Company | 0.2 | $257k | 5.4k | 47.99 | |
Total (TTE) | 0.2 | $256k | 5.1k | 49.76 | |
Windstream Hldgs | 0.2 | $255k | 34k | 7.41 | |
Morgan Stanley (MS) | 0.2 | $243k | 6.8k | 35.66 | |
Costco Wholesale Corporation (COST) | 0.1 | $224k | 1.5k | 151.45 | |
Masco Corporation (MAS) | 0.1 | $216k | 8.1k | 26.74 | |
Pepsi (PEP) | 0.1 | $201k | 2.1k | 95.71 | |
Oaktree Cap | 0.1 | $200k | 3.9k | 51.65 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $66k | 12k | 5.42 |