S. R. Schill & Associates as of June 30, 2015
Portfolio Holdings for S. R. Schill & Associates
S. R. Schill & Associates holds 69 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
United Parcel Service (UPS) | 21.8 | $32M | 333k | 96.91 | |
Vanguard REIT ETF (VNQ) | 8.1 | $12M | 160k | 74.69 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 6.0 | $8.9M | 290k | 30.60 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 5.2 | $7.7M | 92k | 83.87 | |
Pimco Total Return Etf totl (BOND) | 4.2 | $6.2M | 58k | 107.00 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 4.0 | $5.9M | 181k | 32.33 | |
Vanguard Long-Term Bond ETF (BLV) | 3.6 | $5.4M | 62k | 87.60 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 3.2 | $4.8M | 128k | 37.43 | |
iShares MSCI EAFE Growth Index (EFG) | 2.9 | $4.3M | 61k | 69.88 | |
iShares S&P MidCap 400 Growth (IJK) | 2.8 | $4.1M | 24k | 169.50 | |
iShares Russell Midcap Value Index (IWS) | 2.4 | $3.5M | 48k | 73.76 | |
iShares MSCI EAFE Value Index (EFV) | 2.3 | $3.4M | 65k | 52.33 | |
Financial Select Sector SPDR (XLF) | 2.2 | $3.3M | 135k | 24.38 | |
Vanguard High Dividend Yield ETF (VYM) | 2.0 | $3.0M | 45k | 67.32 | |
Health Care SPDR (XLV) | 2.0 | $3.0M | 40k | 74.39 | |
iShares S&P 500 Growth Index (IVW) | 1.9 | $2.8M | 24k | 113.85 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.7 | $2.5M | 19k | 134.26 | |
iShares S&P 500 Value Index (IVE) | 1.4 | $2.1M | 23k | 92.23 | |
iShares Dow Jones US Home Const. (ITB) | 1.4 | $2.0M | 74k | 27.46 | |
Robert Half International (RHI) | 1.3 | $1.9M | 34k | 55.50 | |
Vanguard Small-Cap Value ETF (VBR) | 1.2 | $1.8M | 17k | 107.79 | |
New York Community Ban | 1.2 | $1.7M | 95k | 18.38 | |
Ishares Tr s^p gtfidx etf (WOOD) | 1.1 | $1.5M | 30k | 52.54 | |
At&t (T) | 0.9 | $1.3M | 37k | 35.52 | |
Ford Motor Company (F) | 0.8 | $1.2M | 77k | 15.02 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.7 | $1.0M | 13k | 80.59 | |
General Electric Company | 0.7 | $989k | 37k | 26.56 | |
Energy Select Sector SPDR (XLE) | 0.7 | $978k | 13k | 75.14 | |
Boeing Company (BA) | 0.5 | $735k | 5.3k | 138.78 | |
Microsoft Corporation (MSFT) | 0.5 | $723k | 16k | 44.16 | |
Paccar (PCAR) | 0.5 | $724k | 11k | 63.85 | |
Community Bank System (CBU) | 0.5 | $712k | 19k | 37.79 | |
Starwood Property Trust (STWD) | 0.5 | $700k | 33k | 21.57 | |
Cisco Systems (CSCO) | 0.5 | $670k | 24k | 27.47 | |
Emerson Electric (EMR) | 0.5 | $661k | 12k | 55.43 | |
Procter & Gamble Company (PG) | 0.5 | $662k | 8.5k | 78.25 | |
Umpqua Holdings Corporation | 0.5 | $664k | 37k | 18.00 | |
PPG Industries (PPG) | 0.4 | $585k | 5.1k | 114.75 | |
Plum Creek Timber | 0.4 | $590k | 15k | 40.55 | |
Verizon Communications (VZ) | 0.4 | $579k | 12k | 46.64 | |
E.I. du Pont de Nemours & Company | 0.3 | $515k | 8.1k | 63.90 | |
Genuine Parts Company (GPC) | 0.3 | $510k | 5.7k | 89.47 | |
Johnson & Johnson (JNJ) | 0.3 | $487k | 5.0k | 97.40 | |
Alerian Mlp Etf | 0.3 | $482k | 31k | 15.57 | |
Intel Corporation (INTC) | 0.3 | $461k | 15k | 30.39 | |
Healthsouth | 0.3 | $440k | 9.6k | 46.07 | |
Duke Energy (DUK) | 0.3 | $438k | 6.2k | 70.65 | |
Dow Chemical Company | 0.3 | $426k | 8.3k | 51.12 | |
Amazon (AMZN) | 0.3 | $435k | 1.0k | 434.57 | |
Chicago Bridge & Iron Company | 0.3 | $429k | 8.6k | 50.01 | |
Kraft Foods | 0.3 | $425k | 5.0k | 85.24 | |
Eli Lilly & Co. (LLY) | 0.3 | $412k | 4.9k | 83.45 | |
Realty Income (O) | 0.3 | $404k | 9.1k | 44.44 | |
iShares S&P 100 Index (OEF) | 0.3 | $398k | 4.4k | 90.91 | |
CenturyLink | 0.2 | $374k | 13k | 29.37 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $360k | 3.4k | 105.88 | |
Nextera Energy (NEE) | 0.2 | $355k | 3.6k | 97.93 | |
Gilead Sciences (GILD) | 0.2 | $317k | 2.7k | 117.02 | |
Apple (AAPL) | 0.2 | $298k | 2.4k | 125.53 | |
PIMCO High Income Fund (PHK) | 0.2 | $271k | 27k | 9.98 | |
Morgan Stanley (MS) | 0.2 | $258k | 6.6k | 38.83 | |
Health Care REIT | 0.2 | $237k | 3.6k | 65.56 | |
UnitedHealth (UNH) | 0.2 | $233k | 1.9k | 121.99 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.2 | $236k | 48k | 4.96 | |
McDonald's Corporation (MCD) | 0.1 | $226k | 2.4k | 95.12 | |
J.M. Smucker Company (SJM) | 0.1 | $217k | 2.0k | 108.55 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $213k | 3.1k | 67.83 | |
D.R. Horton (DHI) | 0.1 | $211k | 7.7k | 27.38 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $209k | 2.0k | 107.07 |