Williams Jones & Associates as of March 31, 2016
Portfolio Holdings for Williams Jones & Associates
Williams Jones & Associates holds 365 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Dover Corporation (DOV) | 4.2 | $90M | 1.4M | 64.33 | |
Crown Castle Intl (CCI) | 3.5 | $75M | 870k | 86.50 | |
Alphabet Inc Class A cs (GOOGL) | 3.5 | $74M | 98k | 762.90 | |
Apple (AAPL) | 3.4 | $73M | 672k | 108.99 | |
Facebook Inc cl a (META) | 3.3 | $70M | 615k | 114.10 | |
Danaher Corporation (DHR) | 2.7 | $58M | 613k | 94.86 | |
Comcast Corporation (CMCSA) | 2.7 | $57M | 935k | 61.08 | |
Liberty Global Inc Com Ser A | 2.5 | $54M | 1.4M | 38.50 | |
Enterprise Products Partners (EPD) | 2.2 | $47M | 1.9M | 24.62 | |
Johnson & Johnson (JNJ) | 2.1 | $46M | 426k | 108.20 | |
Costco Wholesale Corporation (COST) | 2.0 | $43M | 275k | 157.58 | |
Blackstone | 1.8 | $39M | 1.4M | 28.05 | |
CVS Caremark Corporation (CVS) | 1.8 | $39M | 371k | 103.73 | |
Accenture (ACN) | 1.8 | $38M | 328k | 115.40 | |
U.S. Bancorp (USB) | 1.8 | $38M | 925k | 40.59 | |
Nxp Semiconductors N V (NXPI) | 1.7 | $37M | 461k | 81.07 | |
Allegion Plc equity (ALLE) | 1.5 | $33M | 519k | 63.71 | |
Dentsply Sirona (XRAY) | 1.5 | $33M | 527k | 61.63 | |
EOG Resources (EOG) | 1.5 | $32M | 436k | 72.58 | |
Celgene Corporation | 1.4 | $30M | 300k | 100.09 | |
Allergan | 1.4 | $29M | 109k | 268.03 | |
Alphabet Inc Class C cs (GOOG) | 1.3 | $28M | 38k | 744.95 | |
Colgate-Palmolive Company (CL) | 1.2 | $27M | 381k | 70.65 | |
General Electric Company | 1.2 | $27M | 837k | 31.79 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $25M | 427k | 59.22 | |
Bristol Myers Squibb (BMY) | 1.2 | $25M | 396k | 63.88 | |
Eqt Midstream Partners | 1.2 | $25M | 340k | 74.43 | |
Cisco Systems (CSCO) | 1.2 | $25M | 882k | 28.47 | |
Magellan Midstream Partners | 1.1 | $24M | 342k | 68.80 | |
Delta Air Lines (DAL) | 1.1 | $23M | 475k | 48.68 | |
Rockwell Automation (ROK) | 1.0 | $22M | 196k | 113.75 | |
Signet Jewelers (SIG) | 1.0 | $22M | 178k | 124.03 | |
Pepsi (PEP) | 1.0 | $22M | 211k | 102.48 | |
Exxon Mobil Corporation (XOM) | 0.9 | $20M | 243k | 83.59 | |
Visa (V) | 0.9 | $20M | 266k | 76.48 | |
Nike (NKE) | 0.9 | $20M | 329k | 61.47 | |
FedEx Corporation (FDX) | 0.8 | $18M | 112k | 162.72 | |
Goodyear Tire & Rubber Company (GT) | 0.8 | $18M | 546k | 32.98 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.8 | $18M | 68k | 260.80 | |
International Business Machines (IBM) | 0.8 | $18M | 116k | 151.45 | |
TJX Companies (TJX) | 0.8 | $17M | 214k | 78.35 | |
Thermo Fisher Scientific (TMO) | 0.8 | $17M | 117k | 141.59 | |
Raytheon Company | 0.7 | $16M | 129k | 122.63 | |
Automatic Data Processing (ADP) | 0.7 | $15M | 172k | 89.71 | |
Pfizer (PFE) | 0.7 | $15M | 511k | 29.64 | |
AmeriGas Partners | 0.7 | $14M | 331k | 43.47 | |
stock | 0.7 | $14M | 287k | 48.93 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $14M | 67k | 205.51 | |
Citigroup (C) | 0.6 | $13M | 319k | 41.75 | |
Ecolab (ECL) | 0.6 | $13M | 117k | 111.52 | |
Intuit (INTU) | 0.6 | $13M | 124k | 104.01 | |
Home Depot (HD) | 0.6 | $12M | 92k | 133.43 | |
Amazon (AMZN) | 0.6 | $12M | 20k | 593.62 | |
Scripps Networks Interactive | 0.6 | $12M | 179k | 65.50 | |
American Airls (AAL) | 0.6 | $12M | 288k | 41.01 | |
Corning Incorporated (GLW) | 0.5 | $12M | 549k | 20.89 | |
Williams-Sonoma (WSM) | 0.5 | $11M | 205k | 54.74 | |
Goldman Sachs (GS) | 0.5 | $11M | 69k | 156.98 | |
Discover Financial Services (DFS) | 0.5 | $11M | 211k | 50.92 | |
Chevron Corporation (CVX) | 0.5 | $11M | 112k | 95.40 | |
Walt Disney Company (DIS) | 0.5 | $10M | 104k | 99.31 | |
Weyerhaeuser Company (WY) | 0.5 | $10M | 333k | 30.98 | |
Welltower Inc Com reit (WELL) | 0.5 | $10M | 147k | 69.34 | |
Starbucks Corporation (SBUX) | 0.5 | $9.8M | 164k | 59.70 | |
Factorshares Tr ise cyber sec | 0.4 | $9.3M | 388k | 23.97 | |
Microsoft Corporation (MSFT) | 0.4 | $8.8M | 159k | 55.23 | |
American International (AIG) | 0.4 | $8.6M | 160k | 54.05 | |
Industries N shs - a - (LYB) | 0.4 | $8.4M | 99k | 85.58 | |
American Tower Reit (AMT) | 0.4 | $8.5M | 83k | 102.37 | |
Sunoco Logistics Partners | 0.4 | $8.1M | 324k | 25.07 | |
Kansas City Southern | 0.4 | $8.1M | 95k | 85.45 | |
Vanguard High Dividend Yield ETF (VYM) | 0.4 | $7.9M | 115k | 69.04 | |
Level 3 Communications | 0.4 | $7.8M | 147k | 52.85 | |
Honeywell International (HON) | 0.3 | $6.5M | 58k | 112.05 | |
New Mountain Finance Corp (NMFC) | 0.3 | $6.2M | 493k | 12.64 | |
Wells Fargo & Company (WFC) | 0.3 | $5.8M | 119k | 48.36 | |
PNC Financial Services (PNC) | 0.2 | $5.3M | 62k | 84.57 | |
Dow Chemical Company | 0.2 | $5.5M | 107k | 50.86 | |
Schlumberger (SLB) | 0.2 | $5.4M | 73k | 73.75 | |
Buckeye Partners | 0.2 | $5.3M | 78k | 67.94 | |
Outfront Media (OUT) | 0.2 | $5.4M | 255k | 21.10 | |
Wabtec Corporation (WAB) | 0.2 | $5.2M | 65k | 79.30 | |
Chubb (CB) | 0.2 | $4.8M | 40k | 119.14 | |
Verizon Communications (VZ) | 0.2 | $4.5M | 83k | 54.07 | |
Liberty Broadband Corporation (LBRDA) | 0.2 | $4.6M | 79k | 58.16 | |
Paypal Holdings (PYPL) | 0.2 | $4.6M | 118k | 38.60 | |
Henry Schein (HSIC) | 0.2 | $4.3M | 25k | 172.62 | |
Genesee & Wyoming | 0.2 | $4.4M | 70k | 62.70 | |
Knowles (KN) | 0.2 | $4.4M | 333k | 13.18 | |
Harley-Davidson (HOG) | 0.2 | $4.0M | 78k | 51.33 | |
Vanguard 500 Index - Adm (VFIAX) | 0.2 | $4.1M | 22k | 189.97 | |
Eaton (ETN) | 0.2 | $3.9M | 63k | 62.56 | |
Medtronic (MDT) | 0.2 | $3.9M | 52k | 75.01 | |
V.F. Corporation (VFC) | 0.2 | $3.7M | 58k | 64.76 | |
Merck & Co (MRK) | 0.2 | $3.6M | 69k | 52.91 | |
CBS Corporation | 0.2 | $3.4M | 62k | 55.09 | |
PowerShares QQQ Trust, Series 1 | 0.2 | $3.5M | 32k | 109.21 | |
Comscore | 0.2 | $3.5M | 116k | 30.04 | |
Berkshire Hathaway (BRK.B) | 0.1 | $3.2M | 23k | 141.87 | |
Nextera Energy (NEE) | 0.1 | $3.2M | 27k | 118.35 | |
Mplx (MPLX) | 0.1 | $3.3M | 110k | 29.69 | |
Phillips 66 Partners | 0.1 | $3.3M | 53k | 62.59 | |
ConocoPhillips (COP) | 0.1 | $3.0M | 76k | 40.26 | |
General Mills (GIS) | 0.1 | $3.1M | 49k | 63.34 | |
Procter & Gamble Company (PG) | 0.1 | $3.0M | 37k | 82.30 | |
MFA Mortgage Investments | 0.1 | $3.0M | 431k | 6.85 | |
Abbvie (ABBV) | 0.1 | $3.0M | 52k | 57.11 | |
Wja Value Equity Fund mf | 0.1 | $3.0M | 3.3k | 911.46 | |
McKesson Corporation (MCK) | 0.1 | $2.8M | 18k | 157.26 | |
Energy Transfer Partners | 0.1 | $2.8M | 87k | 32.34 | |
Shell Midstream Prtnrs master ltd part | 0.1 | $2.7M | 74k | 36.60 | |
Bce (BCE) | 0.1 | $2.6M | 58k | 45.54 | |
Dcp Midstream Partners | 0.1 | $2.5M | 93k | 27.23 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $2.7M | 15k | 176.64 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $2.5M | 9.5k | 262.67 | |
Abbott Laboratories (ABT) | 0.1 | $2.3M | 55k | 41.83 | |
At&t (T) | 0.1 | $2.3M | 59k | 39.18 | |
UnitedHealth (UNH) | 0.1 | $2.3M | 18k | 128.92 | |
Gilead Sciences (GILD) | 0.1 | $2.4M | 26k | 91.86 | |
Intercontinental Exchange (ICE) | 0.1 | $2.4M | 10k | 235.13 | |
Gtt Communications | 0.1 | $2.4M | 146k | 16.54 | |
Tallgrass Energy Gp Lp master ltd part | 0.1 | $2.3M | 125k | 18.48 | |
Coca-Cola Company (KO) | 0.1 | $2.2M | 48k | 46.39 | |
Amgen (AMGN) | 0.1 | $2.1M | 14k | 149.94 | |
Philip Morris International (PM) | 0.1 | $2.2M | 22k | 98.11 | |
Biogen Idec (BIIB) | 0.1 | $2.1M | 7.9k | 260.35 | |
Illinois Tool Works (ITW) | 0.1 | $2.2M | 22k | 102.44 | |
Canadian Pacific Railway | 0.1 | $2.0M | 15k | 132.72 | |
Bank of America Corporation (BAC) | 0.1 | $1.6M | 121k | 13.52 | |
Emerson Electric (EMR) | 0.1 | $1.7M | 31k | 54.38 | |
United Technologies Corporation | 0.1 | $1.8M | 18k | 100.10 | |
iShares Russell 2000 Index (IWM) | 0.1 | $1.7M | 15k | 110.62 | |
Vanguard Index Fds Lcp Indx Ad mutual funds (VLCAX) | 0.1 | $1.8M | 38k | 47.46 | |
Intel Corporation (INTC) | 0.1 | $1.5M | 46k | 32.34 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $1.5M | 20k | 74.60 | |
Arch Capital Group (ACGL) | 0.1 | $1.6M | 22k | 71.09 | |
Duke Energy (DUK) | 0.1 | $1.5M | 18k | 80.67 | |
Brookfield Asset Management | 0.1 | $1.3M | 38k | 34.79 | |
SYSCO Corporation (SYY) | 0.1 | $1.2M | 26k | 46.73 | |
Altria (MO) | 0.1 | $1.3M | 21k | 62.64 | |
CIGNA Corporation | 0.1 | $1.4M | 10k | 137.20 | |
PPL Corporation (PPL) | 0.1 | $1.4M | 36k | 38.08 | |
SPDR Gold Trust (GLD) | 0.1 | $1.3M | 11k | 117.63 | |
Western Gas Partners | 0.1 | $1.4M | 32k | 43.41 | |
AllianceBernstein Holding (AB) | 0.1 | $1.4M | 58k | 23.44 | |
Enbridge Energy Partners | 0.1 | $1.3M | 72k | 18.32 | |
Capital Senior Living Corporation | 0.1 | $1.3M | 72k | 18.53 | |
American Water Works (AWK) | 0.1 | $1.3M | 19k | 68.93 | |
General Motors Company (GM) | 0.1 | $1.3M | 41k | 31.43 | |
Ingredion Incorporated (INGR) | 0.1 | $1.2M | 12k | 106.75 | |
Tallgrass Energy Partners | 0.1 | $1.2M | 32k | 38.31 | |
3M Company (MMM) | 0.1 | $1.1M | 6.5k | 166.69 | |
Union Pacific Corporation (UNP) | 0.1 | $1.0M | 13k | 79.54 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.1M | 5.00 | 213400.00 | |
Cintas Corporation (CTAS) | 0.1 | $1.1M | 13k | 89.80 | |
Starwood Hotels & Resorts Worldwide | 0.1 | $1.1M | 13k | 83.42 | |
Star Gas Partners (SGU) | 0.1 | $975k | 116k | 8.40 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $1.0M | 9.3k | 111.54 | |
Pjt Partners (PJT) | 0.1 | $1.0M | 44k | 24.05 | |
American Express Company (AXP) | 0.0 | $855k | 14k | 61.41 | |
McDonald's Corporation (MCD) | 0.0 | $808k | 6.4k | 125.62 | |
Dominion Resources (D) | 0.0 | $781k | 10k | 75.08 | |
Cerner Corporation | 0.0 | $825k | 16k | 52.95 | |
Microchip Technology (MCHP) | 0.0 | $819k | 17k | 48.23 | |
Travelers Companies (TRV) | 0.0 | $961k | 8.2k | 116.68 | |
E.I. du Pont de Nemours & Company | 0.0 | $833k | 13k | 63.33 | |
Air Products & Chemicals (APD) | 0.0 | $847k | 5.9k | 144.05 | |
Qualcomm (QCOM) | 0.0 | $907k | 18k | 51.14 | |
Skechers USA (SKX) | 0.0 | $944k | 31k | 30.46 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $960k | 26k | 37.62 | |
Vanguard 500 Index Fund mut (VFINX) | 0.0 | $824k | 4.3k | 189.95 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $772k | 9.5k | 81.26 | |
Ally Financial (ALLY) | 0.0 | $791k | 42k | 18.73 | |
Dominion Mid Stream | 0.0 | $887k | 26k | 33.75 | |
Mkt Vectors Biotech Etf etf (BBH) | 0.0 | $764k | 7.4k | 103.66 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $604k | 63k | 9.55 | |
Time Warner | 0.0 | $543k | 7.5k | 72.60 | |
Canadian Natl Ry (CNI) | 0.0 | $621k | 10k | 62.41 | |
CSX Corporation (CSX) | 0.0 | $621k | 24k | 25.77 | |
Norfolk Southern (NSC) | 0.0 | $587k | 7.1k | 83.26 | |
Boeing Company (BA) | 0.0 | $639k | 5.0k | 126.91 | |
International Paper Company (IP) | 0.0 | $607k | 15k | 41.07 | |
Becton, Dickinson and (BDX) | 0.0 | $618k | 4.1k | 151.81 | |
Praxair | 0.0 | $544k | 4.8k | 114.53 | |
Royal Dutch Shell | 0.0 | $747k | 15k | 48.44 | |
Texas Instruments Incorporated (TXN) | 0.0 | $616k | 11k | 57.38 | |
iShares S&P 500 Index (IVV) | 0.0 | $554k | 2.7k | 206.56 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $582k | 10k | 57.12 | |
Lowe's Companies (LOW) | 0.0 | $659k | 8.7k | 75.76 | |
Pioneer Natural Resources | 0.0 | $574k | 4.1k | 140.86 | |
Energy Select Sector SPDR (XLE) | 0.0 | $661k | 11k | 61.92 | |
Graphic Packaging Holding Company (GPK) | 0.0 | $652k | 51k | 12.86 | |
Vail Resorts (MTN) | 0.0 | $741k | 5.5k | 133.75 | |
Plains All American Pipeline (PAA) | 0.0 | $664k | 32k | 20.98 | |
Holly Energy Partners | 0.0 | $696k | 21k | 33.81 | |
Power Corporation of Canada (PWCDF) | 0.0 | $678k | 29k | 23.11 | |
Pinnacle West Capital Corporation (PNW) | 0.0 | $668k | 8.9k | 75.03 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $574k | 13k | 43.12 | |
Golub Capital BDC (GBDC) | 0.0 | $554k | 32k | 17.31 | |
Kinder Morgan (KMI) | 0.0 | $610k | 34k | 17.86 | |
Express Scripts Holding | 0.0 | $606k | 8.8k | 68.69 | |
Liberty Media | 0.0 | $626k | 16k | 38.61 | |
Onemain Holdings (OMF) | 0.0 | $578k | 21k | 27.42 | |
BP (BP) | 0.0 | $362k | 12k | 30.16 | |
MasterCard Incorporated (MA) | 0.0 | $339k | 3.6k | 94.59 | |
Equifax (EFX) | 0.0 | $343k | 3.0k | 114.33 | |
Wal-Mart Stores (WMT) | 0.0 | $347k | 5.1k | 68.52 | |
Baxter International (BAX) | 0.0 | $417k | 10k | 41.08 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $461k | 3.4k | 134.64 | |
Spectra Energy | 0.0 | $411k | 13k | 30.61 | |
AFLAC Incorporated (AFL) | 0.0 | $485k | 7.7k | 63.10 | |
Laboratory Corp. of America Holdings | 0.0 | $525k | 4.5k | 117.11 | |
Novartis (NVS) | 0.0 | $430k | 5.9k | 72.51 | |
Allstate Corporation (ALL) | 0.0 | $364k | 5.4k | 67.35 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $436k | 3.5k | 124.57 | |
Yahoo! | 0.0 | $403k | 11k | 36.83 | |
Camden National Corporation (CAC) | 0.0 | $420k | 10k | 42.00 | |
TC Pipelines | 0.0 | $509k | 11k | 48.18 | |
UGI Corporation (UGI) | 0.0 | $532k | 13k | 40.30 | |
Watts Water Technologies (WTS) | 0.0 | $452k | 8.2k | 55.12 | |
Ametek (AME) | 0.0 | $507k | 10k | 49.93 | |
Monmouth R.E. Inv | 0.0 | $361k | 30k | 11.88 | |
Tor Dom Bk Cad (TD) | 0.0 | $436k | 10k | 43.17 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $373k | 2.6k | 144.41 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $470k | 7.9k | 59.69 | |
Vectren Corporation | 0.0 | $331k | 6.5k | 50.56 | |
Targa Res Corp (TRGP) | 0.0 | $347k | 12k | 29.86 | |
Visteon Corporation (VC) | 0.0 | $479k | 6.0k | 79.58 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $449k | 9.1k | 49.31 | |
PUTNAM FD FOR Growth&income Sh mf | 0.0 | $435k | 22k | 19.42 | |
T Rowe Price Eqty Incm (PRFDX) | 0.0 | $333k | 11k | 29.14 | |
Apollo Global Management 'a' | 0.0 | $446k | 26k | 17.12 | |
Mosaic (MOS) | 0.0 | $348k | 13k | 27.03 | |
Liberty Global Inc C | 0.0 | $412k | 11k | 37.56 | |
Bluebird Bio (BLUE) | 0.0 | $460k | 11k | 42.49 | |
Agios Pharmaceuticals (AGIO) | 0.0 | $488k | 12k | 40.60 | |
Genmab A/s (GNMSF) | 0.0 | $420k | 3.3k | 127.85 | |
Airbus Group Nv - Unsp (EADSY) | 0.0 | $403k | 24k | 16.55 | |
New York Reit | 0.0 | $455k | 45k | 10.11 | |
Nextera Energy Partners (NEP) | 0.0 | $421k | 16k | 27.16 | |
Alibaba Group Holding (BABA) | 0.0 | $331k | 4.2k | 79.00 | |
Lamar Advertising Co-a (LAMR) | 0.0 | $338k | 5.5k | 61.49 | |
Antero Midstream Prtnrs Lp master ltd part | 0.0 | $411k | 19k | 22.13 | |
Williams Partners | 0.0 | $473k | 23k | 20.43 | |
Deutsche Global Small Cap Fun | 0.0 | $391k | 10k | 37.59 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $181k | 5.3k | 34.16 | |
BlackRock (BLK) | 0.0 | $275k | 808.00 | 340.35 | |
State Street Corporation (STT) | 0.0 | $223k | 3.8k | 58.58 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $267k | 7.2k | 36.88 | |
Caterpillar (CAT) | 0.0 | $259k | 3.4k | 76.40 | |
Range Resources (RRC) | 0.0 | $240k | 7.4k | 32.35 | |
Eli Lilly & Co. (LLY) | 0.0 | $198k | 2.8k | 72.00 | |
Consolidated Edison (ED) | 0.0 | $146k | 1.9k | 76.84 | |
India Fund (IFN) | 0.0 | $281k | 12k | 23.00 | |
Apache Corporation | 0.0 | $120k | 2.5k | 48.78 | |
Bed Bath & Beyond | 0.0 | $227k | 4.6k | 49.56 | |
Franklin Resources (BEN) | 0.0 | $220k | 5.6k | 39.13 | |
Northrop Grumman Corporation (NOC) | 0.0 | $289k | 1.5k | 197.81 | |
Reynolds American | 0.0 | $311k | 6.2k | 50.27 | |
W.W. Grainger (GWW) | 0.0 | $176k | 752.00 | 234.04 | |
Analog Devices (ADI) | 0.0 | $258k | 4.4k | 59.28 | |
STAAR Surgical Company (STAA) | 0.0 | $300k | 41k | 7.39 | |
Lockheed Martin Corporation (LMT) | 0.0 | $185k | 835.00 | 221.56 | |
Deere & Company (DE) | 0.0 | $273k | 3.6k | 76.90 | |
GlaxoSmithKline | 0.0 | $161k | 4.0k | 40.50 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $169k | 2.5k | 68.28 | |
Target Corporation (TGT) | 0.0 | $313k | 3.8k | 82.37 | |
Unilever | 0.0 | $287k | 6.4k | 44.66 | |
EMC Corporation | 0.0 | $154k | 5.8k | 26.74 | |
Marriott International (MAR) | 0.0 | $290k | 4.1k | 71.25 | |
ConAgra Foods (CAG) | 0.0 | $250k | 5.6k | 44.64 | |
Xcel Energy (XEL) | 0.0 | $205k | 4.9k | 41.84 | |
Oracle Corporation (ORCL) | 0.0 | $205k | 5.0k | 40.93 | |
J.M. Smucker Company (SJM) | 0.0 | $198k | 1.5k | 129.84 | |
W.R. Grace & Co. | 0.0 | $277k | 3.9k | 71.12 | |
Teekay Shipping Marshall Isl (TK) | 0.0 | $126k | 15k | 8.69 | |
iShares MSCI EMU Index (EZU) | 0.0 | $310k | 9.0k | 34.44 | |
DTE Energy Company (DTE) | 0.0 | $272k | 3.0k | 90.67 | |
Energy Transfer Equity (ET) | 0.0 | $263k | 37k | 7.13 | |
Kirby Corporation (KEX) | 0.0 | $273k | 4.5k | 60.40 | |
Southwest Airlines (LUV) | 0.0 | $253k | 5.7k | 44.78 | |
Suburban Propane Partners (SPH) | 0.0 | $238k | 8.0k | 29.88 | |
Skyworks Solutions (SWKS) | 0.0 | $252k | 3.2k | 77.90 | |
EQT Corporation (EQT) | 0.0 | $309k | 4.6k | 67.17 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $112k | 690.00 | 162.32 | |
BioTime | 0.0 | $173k | 61k | 2.86 | |
Roche Holding (RHHBY) | 0.0 | $123k | 4.0k | 30.75 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $254k | 2.4k | 104.74 | |
Vanguard Growth ETF (VUG) | 0.0 | $181k | 1.7k | 106.53 | |
iShares S&P Europe 350 Index (IEV) | 0.0 | $242k | 6.2k | 39.03 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $242k | 2.0k | 121.00 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $315k | 10k | 30.29 | |
First Republic Bank/san F (FRCB) | 0.0 | $282k | 4.2k | 66.75 | |
O'reilly Automotive (ORLY) | 0.0 | $219k | 800.00 | 273.75 | |
VirnetX Holding Corporation | 0.0 | $180k | 39k | 4.60 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $312k | 8.0k | 39.00 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $147k | 17k | 8.78 | |
Western Asset High Incm Fd I (HIX) | 0.0 | $142k | 22k | 6.60 | |
GABELLI ASSET FD SH BEN Int mf (GABAX) | 0.0 | $259k | 4.7k | 55.59 | |
MATTHEWS INTL FDS PAC Tiger Fd mf (MAPTX) | 0.0 | $221k | 9.4k | 23.62 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $216k | 4.1k | 52.12 | |
Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.0 | $213k | 2.2k | 96.82 | |
MiMedx (MDXG) | 0.0 | $179k | 21k | 8.73 | |
Columbia Acorn Intl Fd Z (ACINX) | 0.0 | $125k | 3.2k | 39.11 | |
Fidelity Contra (FCNTX) | 0.0 | $217k | 2.3k | 96.44 | |
Royce Fd penn mut inv (PENNX) | 0.0 | $134k | 14k | 9.93 | |
Washington Mut Invs (AWSHX) | 0.0 | $209k | 5.4k | 38.92 | |
Jp Morgan Us Large Cap Core mf (JLPSX) | 0.0 | $209k | 8.0k | 26.20 | |
Zeltiq Aesthetics | 0.0 | $272k | 10k | 27.20 | |
Alliance Bernstein Wealth (AWAYX) | 0.0 | $153k | 11k | 14.37 | |
Phillips 66 (PSX) | 0.0 | $225k | 2.6k | 86.64 | |
Mondelez Int (MDLZ) | 0.0 | $244k | 6.1k | 40.09 | |
Five Prime Therapeutics | 0.0 | $240k | 5.9k | 40.63 | |
Empire St Rlty Op L P unit ltd prtnsp (ESBA) | 0.0 | $178k | 10k | 17.54 | |
Voya Global Eq Div & Pr Opp (IGD) | 0.0 | $124k | 18k | 7.09 | |
Investors Ban | 0.0 | $291k | 25k | 11.64 | |
Rowe T Price Intl Fds Inc Ovrs (TROSX) | 0.0 | $127k | 14k | 8.84 | |
Walgreen Boots Alliance (WBA) | 0.0 | $206k | 2.5k | 84.08 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $268k | 4.6k | 58.05 | |
Applied Dna Sciences | 0.0 | $229k | 67k | 3.45 | |
Monster Beverage Corp (MNST) | 0.0 | $200k | 1.5k | 133.33 | |
Wec Energy Group (WEC) | 0.0 | $224k | 3.7k | 60.12 | |
Chemours (CC) | 0.0 | $114k | 16k | 7.03 | |
Jpmorgan Us Equity | 0.0 | $223k | 16k | 13.64 | |
John Hancock Fds Ii Lifes Grw mf | 0.0 | $282k | 19k | 14.81 | |
Cme (CME) | 0.0 | $1.0k | 6.00 | 166.67 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $70k | 1.3k | 53.15 | |
United Parcel Service (UPS) | 0.0 | $77k | 730.00 | 105.48 | |
Nucor Corporation (NUE) | 0.0 | $14k | 300.00 | 46.67 | |
T. Rowe Price (TROW) | 0.0 | $66k | 900.00 | 73.33 | |
Tiffany & Co. | 0.0 | $89k | 1.2k | 73.19 | |
Mettler-Toledo International (MTD) | 0.0 | $95k | 275.00 | 345.45 | |
National-Oilwell Var | 0.0 | $84k | 2.7k | 31.13 | |
Valero Energy Corporation (VLO) | 0.0 | $45k | 700.00 | 64.29 | |
Macy's (M) | 0.0 | $26k | 600.00 | 43.33 | |
Ford Motor Company (F) | 0.0 | $37k | 2.7k | 13.58 | |
Clorox Company (CLX) | 0.0 | $76k | 600.00 | 126.67 | |
Southwestern Energy Company | 0.0 | $16k | 2.0k | 8.16 | |
Harte-Hanks | 0.0 | $43k | 17k | 2.51 | |
Church & Dwight (CHD) | 0.0 | $65k | 700.00 | 92.86 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $20k | 200.00 | 100.00 | |
Technology SPDR (XLK) | 0.0 | $999.900000 | 30.00 | 33.33 | |
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) | 0.0 | $52k | 2.2k | 23.91 | |
Boston Properties (BXP) | 0.0 | $102k | 800.00 | 127.50 | |
Amarin Corporation (AMRN) | 0.0 | $22k | 14k | 1.55 | |
Titan Medical (TMD) | 0.0 | $15k | 22k | 0.68 | |
Opko Health (OPK) | 0.0 | $26k | 2.5k | 10.40 | |
Pimco Commodity Rr Strat-ins (PCRIX) | 0.0 | $67k | 10k | 6.46 | |
Applied Minerals (AMNL) | 0.0 | $43k | 238k | 0.18 | |
ION SIGNATURE TECHNOLOGY Inc cs | 0.0 | $50k | 50k | 1.00 | |
ProtoKinetix (PKTX) | 0.0 | $2.0k | 40k | 0.05 | |
Elephant Talk Communications | 0.0 | $4.0k | 20k | 0.20 | |
Lightwave Logic Inc C ommon (LWLG) | 0.0 | $12k | 20k | 0.60 | |
Palladon Ventures Ltd cs | 0.0 | $0 | 21k | 0.00 | |
Cys Investments | 0.0 | $76k | 9.3k | 8.17 | |
Mri Interventions | 0.0 | $21k | 67k | 0.32 | |
Turquoisehillres | 0.0 | $25k | 10k | 2.50 | |
ALLIANZ FDS RCM MIDCAP Ins mf | 0.0 | $88k | 24k | 3.67 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $31k | 700.00 | 44.29 | |
Tetraphase Pharmaceuticals | 0.0 | $67k | 14k | 4.66 | |
Casi Pharmaceuticalsinc Com Stk | 0.0 | $17k | 16k | 1.06 | |
Cdk Global Inc equities | 0.0 | $57k | 1.2k | 46.91 | |
Islet Sciences Inc sm cap gwth | 0.0 | $3.7k | 92k | 0.04 | |
Ekso Bionics Hldgs Inc Com cs | 0.0 | $38k | 50k | 0.76 | |
Fidelity Aberdeen Str Tr Fid F mf (FFFHX) | 0.0 | $101k | 10k | 9.97 |