Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 14, 2013

Total Value ($000): $318,270 (100.0% shares, 0.0% debt)

Holdings (261)

CMCSA COMCAST CORP CL A 14.8%
Value ($000) $47,150 Shares 10,441 Est. Cost $15.73 Unrealized +5.2%
XOM EXXON MOBIL CORP COM 5.4%
Value ($000) $17,149 Shares 199,313 Est. Cost $53.69 Unrealized +0.9%
JNJ JOHNSON & JOHNSONCOM 2.9%
Value ($000) $9,108 Shares 105,066 Est. Cost $59.66 Unrealized +6.5%
GENERAL ELECTRIC COCOM 2.6%
Value ($000) $8,203 Shares 343,382 Est. Cost $23.19 Unrealized
IBM INTERNATIONALBUSMACHS CORP 2.5%
Value ($000) $7,864 Shares 42,467 Est. Cost $118.94 Unrealized -6.2%
PFE PFIZER INC COM 2.4%
Value ($000) $7,659 Shares 266,640 Est. Cost $16.46 Unrealized -0.6%
PG PROCTER & GAMBLE COCOM 2.2%
Value ($000) $7,161 Shares 94,738 Est. Cost $55.02 Unrealized +2.2%
CODI COMPASS DIVERSIFIEDHLDGS 2.0%
Value ($000) $6,294 Shares 353,216 Est. Cost $7.10 Unrealized +6.9%
AAPL APPLE INC COM 1.5%
Value ($000) $4,795 Shares 10,058 Est. Cost $13.16 Unrealized +8.5%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $4,637 Shares 38,165 Est. Cost $71.30 Unrealized +2.5%
USB US BANCORP DELCOM 1.4%
Value ($000) $4,499 Shares 122,833 Est. Cost $22.46 Unrealized +8.4%
BRK/A BERKSHIRE HATHAWAYINC CL A 1.4%
Value ($000) $4,431 Shares 11 Est. Cost $165023.42 Unrealized +4.8%
T AT&T INC COM 1.4%
Value ($000) $4,299 Shares 127,116 Est. Cost $11.40 Unrealized -3.9%
PM PHILIP MORRIS INTLINC COM 1.2%
Value ($000) $3,714 Shares 42,891 Est. Cost $49.85 Unrealized -5.0%
UNITED TECHNOLOGIESCORP 1.1%
Value ($000) $3,479 Shares 32,267 Est. Cost $92.95 Unrealized
MO ALTRIA GROUP INC COM 1.0%
Value ($000) $3,216 Shares 93,633 Est. Cost $16.28 Unrealized -0.7%
KO COCA COLA COMPANY 1.0%
Value ($000) $3,171 Shares 83,700 Est. Cost $27.83 Unrealized -3.8%
MCD MCDONALDS CORP 0.9%
Value ($000) $2,932 Shares 30,471 Est. Cost $71.80 Unrealized -1.7%
VZ VERIZONCOMMUNICATIONS INCCOM 0.9%
Value ($000) $2,897 Shares 62,069 Est. Cost $27.04 Unrealized -3.4%
MRK MERCK & CO INC NEWCOM 0.9%
Value ($000) $2,834 Shares 59,526 Est. Cost $30.04 Unrealized +3.1%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $2,793 Shares 119,199 Est. Cost $15.24 Unrealized +11.1%
GOOGLE INC CL A 0.9%
Value ($000) $2,787 Shares 3,182 Est. Cost $880.22 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $2,647 Shares 33,297 Est. Cost $56.00 Unrealized +1.4%
BRK/B BERKSHIRE HATHAWAYINC DEL 0.8%
Value ($000) $2,645 Shares 23,298 Est. Cost $110.37 Unrealized +4.5%
JPM JP MORGAN CHASE &CO 0.8%
Value ($000) $2,637 Shares 51,022 Est. Cost $36.24 Unrealized +6.3%
LLY LILLY ELI & CO COM 0.8%
Value ($000) $2,633 Shares 52,313 Est. Cost $42.18 Unrealized -2.8%
WFC WELLS FARGO & CONEW COM 0.8%
Value ($000) $2,591 Shares 62,696 Est. Cost $27.36 Unrealized +10.3%
ENERGY TRANSFERPARTNERS 0.8%
Value ($000) $2,483 Shares 47,678 Est. Cost $50.57 Unrealized
ADP AUTOMATIC DATAPROCESSING INC COM 0.8%
Value ($000) $2,394 Shares 33,077 Est. Cost $45.27 Unrealized +6.7%
CELGENE CORP 0.7%
Value ($000) $2,337 Shares 15,161 Est. Cost $118.78 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $2,301 Shares 30,330 Est. Cost $56.05 Unrealized +3.2%
SO SOUTHERN CO COM 0.7%
Value ($000) $2,219 Shares 53,877 Est. Cost $26.74 Unrealized -5.3%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $2,207 Shares 24,977 Est. Cost $52.90 Unrealized +11.5%
UNP UNION PACIFIC CORPCOM 0.7%
Value ($000) $2,166 Shares 13,942 Est. Cost $57.22 Unrealized +5.1%
KINDER MORGAN ENERGYPARTNERS L P 0.7%
Value ($000) $2,122 Shares 26,587 Est. Cost $84.43 Unrealized
BAC BANK AMER CORP COM 0.6%
Value ($000) $2,041 Shares 147,874 Est. Cost $10.03 Unrealized +12.0%
ACE LIMITEDSHSISIN#CH0044328745 0.6%
Value ($000) $1,986 Shares 21,226 Est. Cost $89.48 Unrealized
MSFT MICROSOFT CORPCOM 0.6%
Value ($000) $1,933 Shares 58,094 Est. Cost $26.73 Unrealized +1.0%
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $1,795 Shares 25,826 Est. Cost $39.96 Unrealized +11.3%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $1,587 Shares 19,034 Est. Cost $61.55 Unrealized +0.1%
EPD ENTERPRISE PRODSPARTNERS L P 0.5%
Value ($000) $1,584 Shares 25,956 Est. Cost $62.08 Unrealized
POWERSHARESR II S&P 500 0.5%
Value ($000) $1,462 Shares 46,869 Est. Cost $31.13 Unrealized
ABBV ABBVIE INCCOM 0.4%
Value ($000) $1,419 Shares 31,728 Est. Cost $26.55 Unrealized +2.3%
CMI CUMMINS INC 0.4%
Value ($000) $1,337 Shares 10,065 Est. Cost $81.53 Unrealized +9.3%
INTC INTEL CORP COM 0.4%
Value ($000) $1,324 Shares 57,776 Est. Cost $17.18 Unrealized -1.6%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $1,300 Shares 7,781 Est. Cost $59.61 Unrealized +8.4%
DU PONT E I DENEMOURS & CO COM 0.4%
Value ($000) $1,266 Shares 21,615 Est. Cost $52.51 Unrealized
BMY BRISTOL MYERS SQUIBBCO COM 0.4%
Value ($000) $1,252 Shares 27,056 Est. Cost $28.67 Unrealized +1.9%
MMM 3M CO COM 0.4%
Value ($000) $1,242 Shares 10,400 Est. Cost $61.73 Unrealized +6.9%
FIRST NIAGARA FINLGROUP INC 0.4%
Value ($000) $1,241 Shares 119,653 Est. Cost $10.07 Unrealized
DIS DISNEY WALT CODISNEY COM 0.4%
Value ($000) $1,236 Shares 19,170 Est. Cost $56.14 Unrealized +1.4%
MONSANTO CO NEW COM 0.4%
Value ($000) $1,230 Shares 11,789 Est. Cost $98.83 Unrealized
BA BOEING CO COM 0.4%
Value ($000) $1,196 Shares 10,177 Est. Cost $80.37 Unrealized +13.9%
ANNALY CAP MGMT INCCOM 0.4%
Value ($000) $1,188 Shares 102,547 Est. Cost $12.54 Unrealized
AXP AMERICAN EXPRESSCOMPANY 0.4%
Value ($000) $1,152 Shares 15,248 Est. Cost $59.62 Unrealized +6.1%
NVS NOVARTIS AGSPONSORED ADR 0.4%
Value ($000) $1,143 Shares 14,896 Est. Cost $70.72 Unrealized
CHICAGO BRIDGE &IRON CO 0.4%
Value ($000) $1,122 Shares 16,550 Est. Cost $59.64 Unrealized
CL COLGATE PALMOLIVE COCOM 0.3%
Value ($000) $1,103 Shares 18,608 Est. Cost $44.38 Unrealized +0.4%
BUCKEYE PARTNERS L P 0.3%
Value ($000) $1,093 Shares 16,673 Est. Cost $70.16 Unrealized
BEN FRANKLIN RESOURCESINC 0.3%
Value ($000) $1,078 Shares 21,324 Est. Cost $29.22 Unrealized -1.7%
SWK STANLEY BLACK &DECKER INC COM 0.3%
Value ($000) $1,073 Shares 11,850 Est. Cost $56.98 Unrealized +10.0%
DUK DUKE ENERGY CORP NEWCOM NEW 0.3%
Value ($000) $1,059 Shares 15,862 Est. Cost $41.83 Unrealized -2.4%
AMERICA MOVIL SAB DEC V 0.3%
Value ($000) $1,046 Shares 52,784 Est. Cost $21.74 Unrealized
GD GENERAL DYNAMICSCORP COM 0.3%
Value ($000) $1,035 Shares 11,821 Est. Cost $56.44 Unrealized +15.0%
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,020 Shares 30,719 Est. Cost $28.85 Unrealized -4.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $994 Shares 5,457 Est. Cost $53.48 Unrealized -2.3%
C CITIGROUP INC 0.3%
Value ($000) $991 Shares 20,426 Est. Cost $35.79 Unrealized +5.1%
ROYCE FOCUS TR INCCOM 0.3%
Value ($000) $989 Shares 136,967 Est. Cost $6.98 Unrealized
BOARDWALK PIPELINEPARTNERS LP 0.3%
Value ($000) $987 Shares 32,493 Est. Cost $30.20 Unrealized
GIS GENERAL MILLS INCCOM 0.3%
Value ($000) $982 Shares 20,492 Est. Cost $32.00 Unrealized +2.8%
VODAFONE GROUP PLC 0.3%
Value ($000) $972 Shares 27,641 Est. Cost $28.73 Unrealized
CHUBB CORP 0.3%
Value ($000) $962 Shares 10,777 Est. Cost $84.62 Unrealized
CVS CVS CAREMARK CORP 0.3%
Value ($000) $959 Shares 16,894 Est. Cost $41.44 Unrealized +3.2%
V VISA INC COM CL A 0.3%
Value ($000) $940 Shares 4,921 Est. Cost $40.02 Unrealized +5.8%
SPY SPDR S&P 500 ETF TRTR UNIT 0.3%
Value ($000) $939 Shares 5,589 Est. Cost $160.48 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $938 Shares 13,929 Est. Cost $45.06 Unrealized +3.3%
POWERSHARES QQQ TRUNIT SER 1 0.3%
Value ($000) $931 Shares 11,797 Est. Cost $71.38 Unrealized
O REALTY INCOME CORPCOM 0.3%
Value ($000) $929 Shares 23,369 Est. Cost $24.88 Unrealized -9.3%
ALPS ETF TR ALERIANMLP ETF 0.3%
Value ($000) $919 Shares 52,255 Est. Cost $17.84 Unrealized
APACHE CORP COM 0.3%
Value ($000) $918 Shares 10,780 Est. Cost $84.09 Unrealized
GLD SPDR GOLD TR GOLDSHS 0.3%
Value ($000) $906 Shares 7,065 Est. Cost $119.05 Unrealized
DE DEERE & CO 0.3%
Value ($000) $869 Shares 10,677 Est. Cost $68.02 Unrealized -3.0%
GS GOLDMAN SACHS GROUPINC COM 0.3%
Value ($000) $863 Shares 5,456 Est. Cost $120.33 Unrealized +5.6%
BLACKROCK KELSO CAPCORP 0.3%
Value ($000) $836 Shares 88,161 Est. Cost $9.37 Unrealized
WMT WAL MART STORES INCCOM 0.3%
Value ($000) $818 Shares 11,059 Est. Cost $19.98 Unrealized -1.0%
AES TR III TR PFDCONV SECS 0.3%
Value ($000) $806 Shares 16,000 Est. Cost $50.50 Unrealized
WINDSTREAM HLDGS INCCOM 0.3%
Value ($000) $798 Shares 99,928 Est. Cost $7.99 Unrealized
PAA PLAINS ALL AMERICANPIPELINE L P 0.2%
Value ($000) $787 Shares 14,945 Est. Cost $54.84 Unrealized
MEDTRONIC INC 0.2%
Value ($000) $787 Shares 14,780 Est. Cost $51.85 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $784 Shares 11,595 Est. Cost $56.92 Unrealized +4.4%
LABORATORY CORP AMERHLDGS 0.2%
Value ($000) $763 Shares 7,696 Est. Cost $100.03 Unrealized
ROYAL DUTCH SHELLPLC S 0.2%
Value ($000) $751 Shares 11,440 Est. Cost $63.94 Unrealized
DVY ISHARES TR SELECTDIVID ETF FD 0.2%
Value ($000) $745 Shares 11,225 Est. Cost $64.05 Unrealized
IJH ISHARES TR CORE S&PMID-CAP ETF 0.2%
Value ($000) $732 Shares 5,896 Est. Cost $115.60 Unrealized
IJR ISHARES TR CORE S&PSMALL-CAP ETF 0.2%
Value ($000) $718 Shares 7,190 Est. Cost $90.29 Unrealized
SPG SIMON PPTY GROUP INCNEW COM 0.2%
Value ($000) $702 Shares 4,737 Est. Cost $88.06 Unrealized -8.1%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $700 Shares 10,818 Est. Cost $40.02 Unrealized +9.5%
TGT TARGET CORP COM 0.2%
Value ($000) $696 Shares 10,883 Est. Cost $47.94 Unrealized -1.6%
BK BANK OF NEW YORKMELLON CORP COM 0.2%
Value ($000) $694 Shares 22,982 Est. Cost $21.22 Unrealized +7.3%
PNC PNC FINL SVCS GROUPINC COM 0.2%
Value ($000) $677 Shares 9,346 Est. Cost $47.34 Unrealized +8.4%
SEADRILL LIMTED 0.2%
Value ($000) $668 Shares 14,811 Est. Cost $41.19 Unrealized
UNH UNITEDHEALTH GROUPINC COM 0.2%
Value ($000) $666 Shares 9,300 Est. Cost $50.75 Unrealized +15.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $665 Shares 8,013 Est. Cost $53.20 Unrealized +8.0%
MARKET VECTORS ETFTR LEHMAN BROS 0.2%
Value ($000) $660 Shares 22,570 Est. Cost $30.57 Unrealized
TIP ISHARES TR TIPS BDETF 0.2%
Value ($000) $646 Shares 5,739 Est. Cost $112.06 Unrealized
SNY SANOFI 0.2%
Value ($000) $632 Shares 12,485 Est. Cost $51.48 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $628 Shares 10,853 Est. Cost $40.44 Unrealized -7.3%
LINN ENERGY LLC 0.2%
Value ($000) $616 Shares 23,746 Est. Cost $33.18 Unrealized
ETN EATON CORP 0.2%
Value ($000) $614 Shares 8,922 Est. Cost $47.25 Unrealized +5.7%
VIG VANGUARD SPECDIVIDENDAPP 0.2%
Value ($000) $614 Shares 8,825 Est. Cost $67.55 Unrealized
AETNA INC NEW COM 0.2%
Value ($000) $603 Shares 9,423 Est. Cost $63.49 Unrealized
MAGELLAN MIDSTREAMPARTNERS LP 0.2%
Value ($000) $603 Shares 10,677 Est. Cost $54.58 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $596 Shares 6,328 Est. Cost $62.83 Unrealized -2.8%
F FORD MOTOR CO DELCOM PAR 0.2%
Value ($000) $593 Shares 35,162 Est. Cost $7.61 Unrealized +18.6%
SDY SPDR SER TR S&PDIVID ETF 0.2%
Value ($000) $590 Shares 8,557 Est. Cost $66.26 Unrealized
MDLZ MONDELEZ INTL INC CLA 0.2%
Value ($000) $582 Shares 18,530 Est. Cost $23.16 Unrealized +2.4%
FIRST CONN BANCORPINC MD COM 0.2%
Value ($000) $573 Shares 38,997 Est. Cost $13.95 Unrealized
RJF RAYMOND JAMES FINLINC COM 0.2%
Value ($000) $572 Shares 13,715 Est. Cost $24.09 Unrealized +0.2%
GWW GRAINGER WW INC 0.2%
Value ($000) $568 Shares 2,170 Est. Cost $201.89 Unrealized +5.4%
ICF ISHARES TR COHEN &STEERS REIT ETF 0.2%
Value ($000) $561 Shares 7,296 Est. Cost $80.59 Unrealized
ANADARKO PETE CORPCOM 0.2%
Value ($000) $557 Shares 5,989 Est. Cost $85.93 Unrealized
NSC NORFOLK SOUTHERNCORP 0.2%
Value ($000) $549 Shares 7,092 Est. Cost $57.65 Unrealized -1.1%
VFH VANGUARD WORLD FDSFINLS ETF 0.2%
Value ($000) $547 Shares 15,814 Est. Cost $34.59 Unrealized
IWM ISHARES TR RUSSELL2000 ETF 0.2%
Value ($000) $532 Shares 4,989 Est. Cost $97.01 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $524 Shares 15,775 Est. Cost $27.58 Unrealized -1.9%
YUM YUM BRANDS INCCOM 0.2%
Value ($000) $515 Shares 7,215 Est. Cost $39.00 Unrealized +5.1%
D DOMINION RES INC VACOM 0.2%
Value ($000) $513 Shares 8,208 Est. Cost $34.55 Unrealized +2.2%
EXC EXELON CORP COM 0.2%
Value ($000) $511 Shares 17,246 Est. Cost $15.41 Unrealized -8.9%
BANK AMER CORP 7.25%NON CUM 0.2%
Value ($000) $508 Shares 4,470 Est. Cost $218.25 Unrealized
HSY HERSHEY CO COM 0.2%
Value ($000) $503 Shares 5,436 Est. Cost $65.69 Unrealized +6.1%
EMC CORP COM 0.2%
Value ($000) $496 Shares 19,408 Est. Cost $23.72 Unrealized
WALGREEN CO 0.2%
Value ($000) $493 Shares 9,168 Est. Cost $44.18 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $489 Shares 9,730 Est. Cost $25.44 Unrealized +45.3%
CIGNA CORP COM 0.2%
Value ($000) $488 Shares 6,356 Est. Cost $72.59 Unrealized
BROOKFIELD ASSETMGMT INC 0.2%
Value ($000) $479 Shares 12,820 Est. Cost $36.11 Unrealized
AMGN AMGEN INCCOM 0.2%
Value ($000) $479 Shares 4,282 Est. Cost $73.34 Unrealized +5.0%
IGOV ISHARES TR INTLTREASURY BD ETF 0.1%
Value ($000) $476 Shares 4,725 Est. Cost $96.40 Unrealized
CHESAPEAKE ENERGYCORP 0.1%
Value ($000) $474 Shares 18,330 Est. Cost $20.36 Unrealized
ATHENAHEALTH INC COM 0.1%
Value ($000) $465 Shares 4,285 Est. Cost $84.71 Unrealized
COMPANHIA DE BEBIDASDAS 0.1%
Value ($000) $463 Shares 12,065 Est. Cost $37.36 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $461 Shares 10,960 Est. Cost $41.70 Unrealized
COVIDIEN PLCSHS 0.1%
Value ($000) $453 Shares 7,439 Est. Cost $60.90 Unrealized
SPECTRANETICS CORPCOM 0.1%
Value ($000) $452 Shares 26,920 Est. Cost $18.70 Unrealized
ROCKVILLE FINL INCNEW COM 0.1%
Value ($000) $450 Shares 34,649 Est. Cost $12.99 Unrealized
TRV TRAVELERS COS INCCOM 0.1%
Value ($000) $450 Shares 5,313 Est. Cost $63.44 Unrealized -1.0%
RYDEX ETF TRGUGGENHEIM RUSSELL 0.1%
Value ($000) $446 Shares 3,810 Est. Cost $114.48 Unrealized
NUVEEN SELECTQUALITY MUNI FUNDINC 0.1%
Value ($000) $440 Shares 34,610 Est. Cost $13.61 Unrealized
LQD ISHARES TR IBOXX USDINVT 0.1%
Value ($000) $435 Shares 3,835 Est. Cost $113.69 Unrealized
HCP INC COM 0.1%
Value ($000) $431 Shares 10,525 Est. Cost $45.46 Unrealized
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $428 Shares 4,282 Est. Cost $78.11 Unrealized +3.2%
KRAFT FOODS GROUPINC COM 0.1%
Value ($000) $425 Shares 8,091 Est. Cost $55.65 Unrealized
APD AIR PRODS & CHEMSINC COM 0.1%
Value ($000) $415 Shares 3,891 Est. Cost $61.71 Unrealized +13.6%
EDIV SPDR S&P EMERGINGMARKETS DIVID 0.1%
Value ($000) $407 Shares 10,093 Est. Cost $38.74 Unrealized
TJX TJX COMPANIES INC(NEW) 0.1%
Value ($000) $406 Shares 7,191 Est. Cost $20.82 Unrealized +8.2%
TBT PROSHARES TR ULTRASHORT 0.1%
Value ($000) $395 Shares 5,243 Est. Cost $72.48 Unrealized
KAMAN CORP COM 0.1%
Value ($000) $388 Shares 10,245 Est. Cost $34.55 Unrealized
UIL HLDGS CORP COM 0.1%
Value ($000) $387 Shares 10,405 Est. Cost $38.26 Unrealized
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $386 Shares 7,430 Est. Cost $44.30 Unrealized +7.7%
ED CONSOLIDATED EDISONINC COM 0.1%
Value ($000) $378 Shares 6,857 Est. Cost $37.50 Unrealized -3.0%
NEE NEXTERA ENERGY INCCOM 0.1%
Value ($000) $376 Shares 4,694 Est. Cost $14.23 Unrealized +4.3%
SUPERIOR ENERGY SVCSINC COM 0.1%
Value ($000) $371 Shares 14,811 Est. Cost $25.95 Unrealized
EXPRESS SCRIPTSHLDG CO COM 0.1%
Value ($000) $365 Shares 5,900 Est. Cost $61.75 Unrealized
PEOPLES UTD FINL INCCOM 0.1%
Value ($000) $365 Shares 25,387 Est. Cost $14.92 Unrealized
MAR MARRIOTT INTL INCNEW CL A 0.1%
Value ($000) $365 Shares 8,669 Est. Cost $36.65 Unrealized -0.2%
DREYFUS STRATEGICMUN BD FD 0.1%
Value ($000) $364 Shares 47,269 Est. Cost $8.13 Unrealized
TEEKAY LNG PARTNER 0.1%
Value ($000) $354 Shares 8,016 Est. Cost $43.70 Unrealized
CELLDEX THERAPEUTICSINC NEW COM 0.1%
Value ($000) $354 Shares 10,000 Est. Cost $15.60 Unrealized
CMA COMERICA INC COM 0.1%
Value ($000) $354 Shares 9,000 Est. Cost $24.17 Unrealized +11.7%
EFA ISHARES TR MSCI EAFEETF 0.1%
Value ($000) $351 Shares 5,501 Est. Cost $57.24 Unrealized
TWO HBRS INVT CORPCOM 0.1%
Value ($000) $350 Shares 36,018 Est. Cost $10.14 Unrealized
ENSCO PLCSHS CL A 0.1%
Value ($000) $345 Shares 6,418 Est. Cost $58.09 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $344 Shares 7,320 Est. Cost $24.43 Unrealized +17.9%
DEO DIAGEO PLC 0.1%
Value ($000) $343 Shares 2,696 Est. Cost $114.97 Unrealized
ARCC ARES CAP CORP COM 0.1%
Value ($000) $343 Shares 19,825 Est. Cost $5.25 Unrealized +2.2%
BSV VANGUARD BD INDEX FDINC 0.1%
Value ($000) $340 Shares 4,227 Est. Cost $79.97 Unrealized
BAKER HUGHES INC COM 0.1%
Value ($000) $339 Shares 6,900 Est. Cost $46.09 Unrealized
POWERSHARES TRFINL PFD PORTFOLIO 0.1%
Value ($000) $337 Shares 19,678 Est. Cost $17.78 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $336 Shares 3,000 Est. Cost $72.91 Unrealized +13.0%
CORE LABORATORIES NV 0.1%
Value ($000) $335 Shares 1,978 Est. Cost $151.86 Unrealized
WASH WASHINGTON TRBANCORP INC COM 0.1%
Value ($000) $334 Shares 10,642 Est. Cost $15.15 Unrealized +14.6%
FCX FREEPORT-MCMORAN 0.1%
Value ($000) $331 Shares 9,997 Est. Cost $24.45 Unrealized +5.0%
AMERICAN CAP AGYCORP COM 0.1%
Value ($000) $330 Shares 14,628 Est. Cost $22.93 Unrealized
MUNI PIMCO ETF TR INTERMUN BD S 0.1%
Value ($000) $329 Shares 6,300 Est. Cost $51.75 Unrealized
L LOEWS CORP COM 0.1%
Value ($000) $326 Shares 6,985 Est. Cost $42.08 Unrealized +2.8%
ENCANA CORP 0.1%
Value ($000) $324 Shares 18,715 Est. Cost $16.98 Unrealized
FINISH LINE INCCL A 0.1%
Value ($000) $319 Shares 12,825 Est. Cost $21.88 Unrealized
XLE SELECT SECTOR SPDRTR ENERGY 0.1%
Value ($000) $318 Shares 3,837 Est. Cost $78.23 Unrealized
OWENS ILLINOIS INC 0.1%
Value ($000) $317 Shares 10,575 Est. Cost $27.81 Unrealized
DWS MUN INCOME TRCOM 0.1%
Value ($000) $316 Shares 25,550 Est. Cost $12.90 Unrealized
NVO NOVO NORDISK A.S. 0.1%
Value ($000) $310 Shares 1,830 Est. Cost $155.19 Unrealized
WBS WEBSTER FINL CORP 0.1%
Value ($000) $303 Shares 11,885 Est. Cost $23.66 Unrealized +12.5%
MDY SPDR S&P MIDCAP400 0.1%
Value ($000) $302 Shares 1,335 Est. Cost $210.04 Unrealized
AEP AMERICAN ELECTRICPOWER CO 0.1%
Value ($000) $302 Shares 6,972 Est. Cost $28.51 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value ($000) $297 Shares 3,005 Est. Cost $73.48 Unrealized +10.5%
VFC V F CORP COM 0.1%
Value ($000) $289 Shares 1,452 Est. Cost $42.45 Unrealized +8.7%
AMZN AMAZON COM INC 0.1%
Value ($000) $289 Shares 923 Est. Cost $13.32 Unrealized +11.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $286 Shares 4,548 Est. Cost $36.33 Unrealized +14.3%
INVESCO ADVANTAGEMUN INCOME TR 0.1%
Value ($000) $284 Shares 26,487 Est. Cost $11.78 Unrealized
ACN ACCENTURE PLCIRELAND CLA 0.1%
Value ($000) $282 Shares 3,827 Est. Cost $59.53 Unrealized 0.0%
DHR DANAHER CORP COM 0.1%
Value ($000) $275 Shares 3,965 Est. Cost $25.34 Unrealized +8.2%
AMERICAN CAPITAL LTDCOM 0.1%
Value ($000) $275 Shares 20,000 Est. Cost $12.94 Unrealized
BCE BCE INCCOM NEWISIN 0.1%
Value ($000) $275 Shares 6,436 Est. Cost $22.16 Unrealized -6.7%
OXY OCCIDENTAL PETE CORPCOM 0.1%
Value ($000) $268 Shares 2,864 Est. Cost $57.83 Unrealized +2.4%
TIME WARNER INC NEWCOM NEW 0.1%
Value ($000) $267 Shares 4,054 Est. Cost $57.72 Unrealized
SYNGENTA AG 0.1%
Value ($000) $267 Shares 3,286 Est. Cost $77.91 Unrealized
DREYFUS STRATEGICMUNS INC COM 0.1%
Value ($000) $265 Shares 33,011 Est. Cost $8.57 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $264 Shares 976 Est. Cost $256.74 Unrealized
SBRA SABRA HEALTH CAREREIT INC COM 0.1%
Value ($000) $260 Shares 11,308 Est. Cost $22.99 Unrealized
DOV DOVER CORP COM 0.1%
Value ($000) $257 Shares 2,866 Est. Cost $39.99 Unrealized +15.6%
UNILEVER PLCSPON 0.1%
Value ($000) $257 Shares 6,651 Est. Cost $40.51 Unrealized
PFF ISHARES TR S&P U SPFD STK INDEX FD 0.1%
Value ($000) $252 Shares 6,625 Est. Cost $39.27 Unrealized
DOW CHEM CO 0.1%
Value ($000) $252 Shares 6,570 Est. Cost $38.36 Unrealized
CAMERON INTL CORPCOM 0.1%
Value ($000) $251 Shares 4,300 Est. Cost $61.16 Unrealized
KINDER MORGAN MGMTLLC SHS 0.1%
Value ($000) $250 Shares 3,331 Est. Cost $83.62 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $250 Shares 7,870 Est. Cost $24.32 Unrealized -1.4%
DEM WISDOMTREE EMERGING MKTS EQYINC 0.1%
Value ($000) $247 Shares 4,780 Est. Cost $48.40 Unrealized
IXN ISHARES TR GLOBALTECH ETF 0.1%
Value ($000) $247 Shares 3,300 Est. Cost $69.70 Unrealized
HSBC HSBC HLDGS PLCSPONS ADR NEW 0.1%
Value ($000) $246 Shares 4,532 Est. Cost $52.00 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $242 Shares 3,684 Est. Cost $31.05 Unrealized 0.0%
IJK ISHARES TR S&PMIDCAP 400 0.1%
Value ($000) $241 Shares 1,730 Est. Cost $139.31 Unrealized
JOY GLOBAL INC COM 0.1%
Value ($000) $237 Shares 4,650 Est. Cost $48.60 Unrealized
INVESCO MUNOPPORTUNITY TR COM 0.1%
Value ($000) $237 Shares 20,079 Est. Cost $13.01 Unrealized
DVA DAVITA HEALTHCAREPARTNERS INC 0.1%
Value ($000) $236 Shares 4,142 Est. Cost $59.93 Unrealized -4.4%
CSX CSX CORPORATION 0.1%
Value ($000) $234 Shares 9,083 Est. Cost $6.66 Unrealized +3.0%
COST COSTCO WHOLESALECORP NEW COM 0.1%
Value ($000) $233 Shares 2,027 Est. Cost $86.56 Unrealized +5.9%
PIMCO HIGH INCOME FD 0.1%
Value ($000) $231 Shares 19,355 Est. Cost $11.73 Unrealized
KANSAS CITY SOUTHNCOM NEW 0.1%
Value ($000) $230 Shares 2,100 Est. Cost $106.39 Unrealized
DVN DEVON ENERGY CORPNEW COM 0.1%
Value ($000) $229 Shares 3,959 Est. Cost $37.00 Unrealized +3.0%
KMI KINDER MORGAN INCDEL COM 0.1%
Value ($000) $228 Shares 6,414 Est. Cost $20.60 Unrealized -2.0%
RIG TRANSOCEAN LTDREG S 0.1%
Value ($000) $226 Shares 5,081 Est. Cost $50.97 Unrealized -7.2%
CANADIAN PAC RY LTD 0.1%
Value ($000) $225 Shares 1,825 Est. Cost $123.29 Unrealized
NORTHEAST UTILITIES 0.1%
Value ($000) $223 Shares 5,396 Est. Cost $42.02 Unrealized
HYG ISHARES TR IBOXX $HIGH YIELD 0.1%
Value ($000) $223 Shares 2,438 Est. Cost $90.93 Unrealized
GLAXOSMITHKLINE PLCSPONS ADR 0.1%
Value ($000) $221 Shares 4,398 Est. Cost $49.98 Unrealized
BUD ANHEUSER BUSCH INBEVSA NV 0.1%
Value ($000) $219 Shares 2,203 Est. Cost $90.43 Unrealized
TD TORONTO DOMINION BKONT 0.1%
Value ($000) $216 Shares 2,398 Est. Cost $42.50 Unrealized 0.0%
XBI SPDR SER TR S&PBIOTECH ETF 0.1%
Value ($000) $216 Shares 1,675 Est. Cost $128.96 Unrealized
HAL HALLIBURTON CO COM 0.1%
Value ($000) $215 Shares 4,475 Est. Cost $33.21 Unrealized +12.4%
DTE DTE ENERGY CO COM 0.1%
Value ($000) $215 Shares 3,254 Est. Cost $38.28 Unrealized -0.6%
VANGUARD NAT RES LLC 0.1%
Value ($000) $215 Shares 7,674 Est. Cost $27.89 Unrealized
IYW ISHARES TR DOW JONESU S ETF 0.1%
Value ($000) $213 Shares 2,700 Est. Cost $78.89 Unrealized
INVESCO TR INVT GRADNEW YORK MUNS 0.1%
Value ($000) $211 Shares 15,286 Est. Cost $14.59 Unrealized
MACQUARIEINFRASTRUCTURE 0.1%
Value ($000) $209 Shares 3,900 Est. Cost $53.59 Unrealized
ONEOK PARTNERS L P 0.1%
Value ($000) $206 Shares 3,887 Est. Cost $53.00 Unrealized
EWA ISHARES INC MSCIAUSTRALIA ETF 0.1%
Value ($000) $206 Shares 8,141 Est. Cost $25.30 Unrealized
PEG PUBLIC SVCENTERPRISE GROUPINC 0.1%
Value ($000) $203 Shares 6,177 Est. Cost $21.73 Unrealized -2.1%
HATTERAS FINL CORPCOM 0.1%
Value ($000) $200 Shares 10,670 Est. Cost $23.51 Unrealized
TSM TAIWAN SEMICONDUCTORMFG CO 0.1%
Value ($000) $181 Shares 10,658 Est. Cost $18.29 Unrealized
INVESCO MORTGAGECAPITAL INC COM 0.1%
Value ($000) $175 Shares 11,340 Est. Cost $16.58 Unrealized
BLACKROCK MUN INCOMETR SH BEN INT 0.1%
Value ($000) $167 Shares 12,900 Est. Cost $13.86 Unrealized
WEATHERFORD INTL LTD 0.1%
Value ($000) $164 Shares 10,695 Est. Cost $13.74 Unrealized
FIFTH ST FIN CORPCOM 0.0%
Value ($000) $114 Shares 11,120 Est. Cost $10.45 Unrealized
ICCC IMMUCELL CORP NEW 0.0%
Value ($000) $112 Shares 23,776 Est. Cost $3.58 Unrealized +9.5%
MFS INVT GRADE MUNTR SHS BEN INT 0.0%
Value ($000) $110 Shares 12,629 Est. Cost $9.30 Unrealized
ALLIANCEBERNSTEININCOME FD IN 0.0%
Value ($000) $106 Shares 15,096 Est. Cost $7.49 Unrealized
PUTNAM MANAGEDMUNI INCTR 0.0%
Value ($000) $102 Shares 14,968 Est. Cost $7.12 Unrealized
APOLLO INVT CORP COM 0.0%
Value ($000) $88 Shares 10,750 Est. Cost $7.72 Unrealized
ABERDEENASIA-PACIFIC INC FD INC 0.0%
Value ($000) $86 Shares 14,250 Est. Cost $6.04 Unrealized
TRUSTCO BK CORP N YCOM 0.0%
Value ($000) $83 Shares 13,982 Est. Cost $5.44 Unrealized
TEEKAY TANKERS LTD 0.0%
Value ($000) $43 Shares 16,511 Est. Cost $2.61 Unrealized
UEC URANIUM ENERGY CORPCOM 0.0%
Value ($000) $32 Shares 14,200 Est. Cost $1.84 Unrealized +24.4%