S. R. Schill & Associates as of Sept. 30, 2015
Portfolio Holdings for S. R. Schill & Associates
S. R. Schill & Associates holds 66 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
United Parcel Service (UPS) | 23.4 | $33M | 333k | 98.69 | |
Vanguard REIT ETF (VNQ) | 8.5 | $12M | 159k | 75.54 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 6.0 | $8.4M | 274k | 30.52 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 5.1 | $7.1M | 84k | 84.85 | |
Pimco Total Return Etf totl (BOND) | 5.0 | $7.0M | 66k | 105.47 | |
Vanguard Long-Term Bond ETF (BLV) | 4.3 | $6.1M | 68k | 89.34 | |
iShares MSCI EAFE Growth Index (EFG) | 3.4 | $4.8M | 76k | 63.81 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 2.9 | $4.1M | 122k | 33.85 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 2.7 | $3.8M | 135k | 28.13 | |
iShares S&P MidCap 400 Growth (IJK) | 2.3 | $3.2M | 20k | 157.08 | |
iShares Dow Jones US Home Const. (ITB) | 2.1 | $3.0M | 116k | 26.10 | |
Health Care SPDR (XLV) | 2.1 | $3.0M | 45k | 66.24 | |
Vanguard Small-Cap Growth ETF (VBK) | 2.1 | $3.0M | 25k | 117.78 | |
iShares MSCI EAFE Value Index (EFV) | 2.1 | $2.9M | 63k | 46.29 | |
iShares S&P 500 Growth Index (IVW) | 2.0 | $2.8M | 26k | 107.79 | |
Vanguard High Dividend Yield ETF (VYM) | 2.0 | $2.8M | 44k | 62.64 | |
Financial Select Sector SPDR (XLF) | 1.6 | $2.2M | 99k | 22.66 | |
New York Community Ban | 1.2 | $1.7M | 96k | 18.06 | |
Robert Half International (RHI) | 1.2 | $1.7M | 34k | 51.16 | |
iShares S&P 500 Value Index (IVE) | 1.2 | $1.7M | 20k | 84.02 | |
iShares Russell Midcap Value Index (IWS) | 1.1 | $1.6M | 23k | 67.08 | |
Vanguard Small-Cap Value ETF (VBR) | 1.1 | $1.5M | 16k | 96.83 | |
At&t (T) | 1.0 | $1.4M | 42k | 32.58 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.9 | $1.3M | 29k | 44.50 | |
Ford Motor Company (F) | 0.8 | $1.1M | 84k | 13.57 | |
Energy Select Sector SPDR (XLE) | 0.8 | $1.1M | 17k | 61.21 | |
General Electric Company | 0.7 | $944k | 37k | 25.21 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.6 | $849k | 13k | 64.73 | |
Starwood Property Trust (STWD) | 0.5 | $735k | 36k | 20.53 | |
Procter & Gamble Company (PG) | 0.5 | $703k | 9.8k | 71.95 | |
Community Bank System (CBU) | 0.5 | $700k | 19k | 37.16 | |
Microsoft Corporation (MSFT) | 0.5 | $694k | 16k | 44.29 | |
Cisco Systems (CSCO) | 0.5 | $690k | 26k | 26.27 | |
Boeing Company (BA) | 0.5 | $694k | 5.3k | 131.04 | |
Paccar (PCAR) | 0.5 | $675k | 13k | 52.15 | |
Umpqua Holdings Corporation | 0.5 | $657k | 40k | 16.29 | |
Emerson Electric (EMR) | 0.5 | $645k | 15k | 44.14 | |
Verizon Communications (VZ) | 0.4 | $585k | 13k | 43.51 | |
Amazon (AMZN) | 0.4 | $538k | 1.1k | 511.89 | |
Genuine Parts Company (GPC) | 0.3 | $472k | 5.7k | 82.81 | |
Johnson & Johnson (JNJ) | 0.3 | $466k | 5.0k | 93.41 | |
Realty Income (O) | 0.3 | $466k | 9.8k | 47.41 | |
Duke Energy (DUK) | 0.3 | $463k | 6.4k | 71.88 | |
PPG Industries (PPG) | 0.3 | $447k | 5.1k | 87.68 | |
Intel Corporation (INTC) | 0.3 | $450k | 15k | 30.12 | |
Dow Chemical Company | 0.3 | $422k | 9.9k | 42.45 | |
Eli Lilly & Co. (LLY) | 0.3 | $413k | 4.9k | 83.65 | |
Alerian Mlp Etf | 0.3 | $404k | 32k | 12.49 | |
CenturyLink | 0.3 | $375k | 15k | 25.11 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $371k | 3.4k | 109.12 | |
E.I. du Pont de Nemours & Company | 0.3 | $364k | 7.6k | 48.15 | |
Chicago Bridge & Iron Company | 0.3 | $370k | 9.3k | 39.66 | |
Healthsouth | 0.3 | $367k | 9.6k | 38.37 | |
iShares S&P 100 Index (OEF) | 0.3 | $371k | 4.4k | 84.74 | |
Nextera Energy (NEE) | 0.2 | $354k | 3.6k | 97.66 | |
Kraft Heinz (KHC) | 0.2 | $352k | 5.0k | 70.60 | |
Apple (AAPL) | 0.2 | $312k | 2.8k | 110.13 | |
UnitedHealth (UNH) | 0.2 | $289k | 2.5k | 116.20 | |
Welltower Inc Com reit (WELL) | 0.2 | $277k | 4.1k | 67.76 | |
McDonald's Corporation (MCD) | 0.2 | $262k | 2.7k | 98.53 | |
Gilead Sciences (GILD) | 0.2 | $266k | 2.7k | 98.19 | |
J.M. Smucker Company (SJM) | 0.2 | $249k | 2.2k | 113.91 | |
D.R. Horton (DHI) | 0.2 | $232k | 7.9k | 29.36 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $214k | 48k | 4.49 | |
PIMCO High Income Fund (PHK) | 0.1 | $209k | 28k | 7.44 | |
Morgan Stanley (MS) | 0.1 | $204k | 6.5k | 31.52 |