Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 12, 2014

Total Value ($000): $295,696 (100.0% shares, 0.0% debt)

Holdings (281)

XOM EXXON MOBIL CORP 6.6%
Value ($000) $19,611 Shares 193,781 Est. Cost $53.69 Unrealized +4.2%
GENERAL ELECTRIC CO 3.6%
Value ($000) $10,603 Shares 378,284 Est. Cost $23.64 Unrealized
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $9,047 Shares 98,778 Est. Cost $59.66 Unrealized +10.2%
PFE PFIZER INC 2.8%
Value ($000) $8,223 Shares 268,476 Est. Cost $16.46 Unrealized +7.1%
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $6,963 Shares 85,527 Est. Cost $55.02 Unrealized +5.4%
IBM INTERNATIONALBUSMACHS CORP 2.3%
Value ($000) $6,896 Shares 36,766 Est. Cost $118.94 Unrealized -10.5%
CODI COMPASS DIVERSIFIEDHLDGS 2.3%
Value ($000) $6,820 Shares 347,406 Est. Cost $7.10 Unrealized +14.4%
BRK/A BERKSHIRE HATHAWAYINC CL A 2.1%
Value ($000) $6,227 Shares 35 Est. Cost $170826.10 Unrealized +1.6%
AAPL APPLE INC 2.0%
Value ($000) $5,781 Shares 10,304 Est. Cost $13.23 Unrealized +23.7%
USB US BANCORP DEL 1.7%
Value ($000) $4,985 Shares 123,398 Est. Cost $22.46 Unrealized +13.0%
CVX CHEVRON CORP 1.6%
Value ($000) $4,609 Shares 36,895 Est. Cost $71.30 Unrealized +1.7%
T AT&T INC COM 1.5%
Value ($000) $4,460 Shares 126,859 Est. Cost $11.40 Unrealized -2.0%
GOOGLE INC CL A 1.2%
Value ($000) $3,633 Shares 3,242 Est. Cost $884.67 Unrealized
UNITED TECHNOLOGIESCORP 1.2%
Value ($000) $3,603 Shares 31,662 Est. Cost $92.95 Unrealized
PM PHILIP MORRIS INTLINC 1.2%
Value ($000) $3,552 Shares 40,763 Est. Cost $49.85 Unrealized -4.0%
MO ALTRIA GROUP INC 1.2%
Value ($000) $3,525 Shares 89,205 Est. Cost $16.28 Unrealized +5.3%
VZ VERIZONCOMMUNICATIONS INC 1.1%
Value ($000) $3,113 Shares 63,354 Est. Cost $27.03 Unrealized -1.5%
WFC WELLS FARGO & CO 1.0%
Value ($000) $3,043 Shares 67,019 Est. Cost $27.58 Unrealized +11.5%
MCD MCDONALDS CORP 1.0%
Value ($000) $2,827 Shares 29,133 Est. Cost $71.80 Unrealized -2.5%
BRK/B BERKSHIRE HATHAWAYINC 1.0%
Value ($000) $2,819 Shares 23,781 Est. Cost $110.48 Unrealized +4.7%
MRK MERCK & CO INC 0.9%
Value ($000) $2,805 Shares 56,044 Est. Cost $30.04 Unrealized +4.2%
PEP PEPSICO INC 0.9%
Value ($000) $2,707 Shares 32,638 Est. Cost $56.00 Unrealized +3.1%
ENERGY TRANSFERPARTNERS 0.9%
Value ($000) $2,701 Shares 47,180 Est. Cost $50.57 Unrealized
KINDER MORGAN ENERGYPARTNERS L P 0.9%
Value ($000) $2,649 Shares 32,848 Est. Cost $83.70 Unrealized
JPM JP MORGAN CHASE &CO 0.9%
Value ($000) $2,612 Shares 44,671 Est. Cost $36.24 Unrealized +9.4%
LLY LILLY ELI & CO 0.9%
Value ($000) $2,602 Shares 51,020 Est. Cost $42.18 Unrealized -6.2%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $2,589 Shares 115,411 Est. Cost $15.24 Unrealized -0.2%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $2,475 Shares 27,467 Est. Cost $54.00 Unrealized +20.5%
KO COCA COLA COMPANY 0.8%
Value ($000) $2,402 Shares 58,145 Est. Cost $27.83 Unrealized -3.2%
BAC BANK AMER CORP 0.8%
Value ($000) $2,307 Shares 148,171 Est. Cost $10.03 Unrealized +16.5%
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,304 Shares 61,600 Est. Cost $26.91 Unrealized +11.5%
CELGENE CORP 0.8%
Value ($000) $2,291 Shares 13,557 Est. Cost $118.78 Unrealized
ACE LIMITED 0.8%
Value ($000) $2,244 Shares 21,676 Est. Cost $89.77 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $2,102 Shares 25,532 Est. Cost $56.05 Unrealized +4.8%
SO SOUTHERN CO 0.7%
Value ($000) $1,961 Shares 47,696 Est. Cost $26.74 Unrealized -8.1%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,856 Shares 26,274 Est. Cost $40.10 Unrealized +20.7%
POWERSHARESR II S&P 500 0.6%
Value ($000) $1,818 Shares 54,825 Est. Cost $31.42 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,807 Shares 34,002 Est. Cost $29.79 Unrealized +14.7%
ADP AUTOMATIC DATA PROCESSING INC 0.6%
Value ($000) $1,795 Shares 22,210 Est. Cost $45.27 Unrealized +13.7%
CAT CATERPILLAR INC 0.6%
Value ($000) $1,732 Shares 19,070 Est. Cost $61.55 Unrealized +1.8%
CMI CUMMINS INC 0.6%
Value ($000) $1,684 Shares 11,946 Est. Cost $83.85 Unrealized +14.8%
PPG PPG INDUSTRIES INC 0.6%
Value ($000) $1,637 Shares 8,635 Est. Cost $60.93 Unrealized +19.9%
EPD ENTERPRISE PRODSPARTNERS L P 0.6%
Value ($000) $1,629 Shares 24,563 Est. Cost $62.08 Unrealized
DU PONT E I DENEMOURS & CO 0.5%
Value ($000) $1,607 Shares 24,735 Est. Cost $54.08 Unrealized
ABBV ABBVIE INCCOM 0.5%
Value ($000) $1,560 Shares 29,539 Est. Cost $26.55 Unrealized +14.5%
INTC INTEL CORP COM 0.5%
Value ($000) $1,557 Shares 60,004 Est. Cost $17.20 Unrealized +4.2%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,522 Shares 23,345 Est. Cost $45.20 Unrealized +7.1%
SPY SPDR S&P 500 ETF TRTR UNIT 0.5%
Value ($000) $1,510 Shares 8,174 Est. Cost $168.15 Unrealized
MMM 3M CO 0.5%
Value ($000) $1,425 Shares 10,159 Est. Cost $61.73 Unrealized +17.7%
DIS DISNEY WALT CODISNEY 0.5%
Value ($000) $1,385 Shares 18,126 Est. Cost $56.14 Unrealized +9.9%
CVS CVS CAREMARK CORP 0.5%
Value ($000) $1,352 Shares 18,885 Est. Cost $41.95 Unrealized +10.4%
MONSANTO CO 0.4%
Value ($000) $1,316 Shares 11,289 Est. Cost $98.83 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,308 Shares 7,785 Est. Cost $57.22 Unrealized +5.8%
CHICAGO BRIDGE & IRON CO 0.4%
Value ($000) $1,304 Shares 15,680 Est. Cost $59.64 Unrealized
NSC NORFOLK SOUTHERNCORP 0.4%
Value ($000) $1,290 Shares 13,892 Est. Cost $61.59 Unrealized +6.7%
FIRST NIAGARA FINLGROUP INC 0.4%
Value ($000) $1,282 Shares 120,698 Est. Cost $10.07 Unrealized
ROYCE FOCUS TR INC 0.4%
Value ($000) $1,279 Shares 167,831 Est. Cost $7.10 Unrealized
GD GENERAL DYNAMICSCORP 0.4%
Value ($000) $1,270 Shares 13,289 Est. Cost $57.79 Unrealized +18.8%
AXP AMERICAN EXPRESS COMPANY 0.4%
Value ($000) $1,251 Shares 13,786 Est. Cost $59.62 Unrealized +16.2%
V VISA INC COM CL A 0.4%
Value ($000) $1,233 Shares 5,537 Est. Cost $40.72 Unrealized +13.7%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,212 Shares 17,263 Est. Cost $43.07 Unrealized +11.9%
AMERICA MOVIL SAB DEC V 0.4%
Value ($000) $1,191 Shares 50,984 Est. Cost $21.74 Unrealized
BEN FRANKLIN RESOURCESINC 0.4%
Value ($000) $1,190 Shares 20,619 Est. Cost $29.22 Unrealized +10.0%
NVS NOVARTIS AG 0.4%
Value ($000) $1,149 Shares 14,291 Est. Cost $70.72 Unrealized
BUCKEYE PARTNERS L P 0.4%
Value ($000) $1,132 Shares 15,948 Est. Cost $70.16 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,118 Shares 8,189 Est. Cost $80.37 Unrealized +38.0%
C CITIGROUP INC 0.4%
Value ($000) $1,105 Shares 21,199 Est. Cost $35.86 Unrealized +5.0%
SON SONOCO PRODS CO 0.4%
Value ($000) $1,091 Shares 26,149 Est. Cost $26.95 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $1,067 Shares 27,831 Est. Cost $28.85 Unrealized +1.3%
SWK STANLEY BLACK &DECKER INC 0.4%
Value ($000) $1,054 Shares 13,061 Est. Cost $57.28 Unrealized +5.2%
GIS GENERAL MILLS INC 0.4%
Value ($000) $1,052 Shares 21,072 Est. Cost $32.02 Unrealized +2.7%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,048 Shares 14,119 Est. Cost $45.13 Unrealized +11.6%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,029 Shares 14,914 Est. Cost $41.83 Unrealized +1.2%
VODAFONE GROUP PLC 0.3%
Value ($000) $1,026 Shares 26,094 Est. Cost $28.73 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,001 Shares 5,457 Est. Cost $53.48 Unrealized +2.1%
CHUBB CORP 0.3%
Value ($000) $992 Shares 10,262 Est. Cost $84.62 Unrealized
BOARDWALK PIPELINEPARTNERS LP 0.3%
Value ($000) $957 Shares 37,485 Est. Cost $29.58 Unrealized
APACHE CORP 0.3%
Value ($000) $956 Shares 11,126 Est. Cost $84.14 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $930 Shares 12,061 Est. Cost $40.74 Unrealized +6.6%
IJH ISHARES TR CORE S&PMID-CAP 0.3%
Value ($000) $918 Shares 6,759 Est. Cost $118.18 Unrealized
POWERSHARES QQQ TRUNIT SER 1 0.3%
Value ($000) $880 Shares 10,010 Est. Cost $71.38 Unrealized
ANNALY CAP MGMT INC 0.3%
Value ($000) $866 Shares 86,817 Est. Cost $12.54 Unrealized
SYK STRYKER CORP 0.3%
Value ($000) $863 Shares 11,490 Est. Cost $56.92 Unrealized +10.8%
BLACKROCK KELSO CAPCORP 0.3%
Value ($000) $862 Shares 92,368 Est. Cost $9.37 Unrealized
WINDSTREAM HLDGS INCCOM 0.3%
Value ($000) $860 Shares 107,768 Est. Cost $7.99 Unrealized
VIG VANGUARD SPECDIVIDENDAPP 0.3%
Value ($000) $855 Shares 11,368 Est. Cost $69.26 Unrealized
DVY ISHARES TR SELECTDIVID FD 0.3%
Value ($000) $855 Shares 11,985 Est. Cost $64.51 Unrealized
WMT WAL MART STORES INC 0.3%
Value ($000) $835 Shares 10,616 Est. Cost $19.98 Unrealized +1.8%
MEDTRONIC INC 0.3%
Value ($000) $831 Shares 14,480 Est. Cost $51.85 Unrealized
GS GOLDMAN SACHS GROUPINC 0.3%
Value ($000) $831 Shares 4,686 Est. Cost $120.33 Unrealized +8.6%
HON HONEYWELL INTL INC 0.3%
Value ($000) $826 Shares 9,044 Est. Cost $54.07 Unrealized +12.5%
BK BANK OF NEW YORK MELLON CORP 0.3%
Value ($000) $823 Shares 23,551 Est. Cost $21.29 Unrealized +14.1%
IJR ISHARES TR CORE S&PSMALL-CAP 0.3%
Value ($000) $810 Shares 7,419 Est. Cost $90.87 Unrealized
AES TR III TR PFDCONV SECS 0.3%
Value ($000) $803 Shares 16,000 Est. Cost $50.50 Unrealized
RJF RAYMOND JAMES FINLINC 0.3%
Value ($000) $787 Shares 15,080 Est. Cost $24.26 Unrealized +7.1%
FIRST CONN BANCORPINC MD 0.3%
Value ($000) $780 Shares 48,397 Est. Cost $14.37 Unrealized
O REALTY INCOME CORP 0.3%
Value ($000) $772 Shares 20,684 Est. Cost $24.88 Unrealized -12.9%
PNC PNC FINL SVCS GROUPINC 0.3%
Value ($000) $750 Shares 9,671 Est. Cost $47.49 Unrealized +9.2%
MAGELLAN MIDSTREAMPARTNERS LP 0.2%
Value ($000) $735 Shares 11,612 Est. Cost $55.29 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $734 Shares 6,437 Est. Cost $75.94 Unrealized +6.8%
TGT TARGET CORP COM 0.2%
Value ($000) $733 Shares 11,583 Est. Cost $47.74 Unrealized -6.6%
EXPRESS SCRIPTSHLDG CO 0.2%
Value ($000) $726 Shares 10,329 Est. Cost $65.41 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $717 Shares 9,525 Est. Cost $50.94 Unrealized +16.0%
LABORATORY CORP 0.2%
Value ($000) $712 Shares 7,796 Est. Cost $99.92 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $692 Shares 6,620 Est. Cost $62.98 Unrealized +5.4%
ETN EATON CORP 0.2%
Value ($000) $669 Shares 8,795 Est. Cost $47.25 Unrealized +12.7%
F FORD MOTOR CO 0.2%
Value ($000) $657 Shares 42,492 Est. Cost $7.85 Unrealized +14.7%
ORCL ORACLE CORP 0.2%
Value ($000) $653 Shares 17,072 Est. Cost $27.68 Unrealized +4.0%
SPECTRANETICS CORP 0.2%
Value ($000) $648 Shares 25,920 Est. Cost $18.70 Unrealized
MDLZ MONDELEZ INTL INC CLA 0.2%
Value ($000) $643 Shares 18,217 Est. Cost $23.16 Unrealized +10.2%
SEADRILL LIMTED 0.2%
Value ($000) $633 Shares 15,419 Est. Cost $41.19 Unrealized
PAA PLAINS ALL AMERICANPIPELINE L P 0.2%
Value ($000) $629 Shares 12,149 Est. Cost $54.84 Unrealized
POWERSHARES TR DYNAMIC 0.2%
Value ($000) $625 Shares 14,518 Est. Cost $43.05 Unrealized
ALPS ETF TR ALERIANMLP ETF 0.2%
Value ($000) $616 Shares 34,650 Est. Cost $17.84 Unrealized
SDY SPDR SER TR S&PDIVID 0.2%
Value ($000) $616 Shares 8,483 Est. Cost $66.26 Unrealized
ATHENAHEALTH INC 0.2%
Value ($000) $610 Shares 4,535 Est. Cost $87.46 Unrealized
LINN ENERGY LLC 0.2%
Value ($000) $608 Shares 19,761 Est. Cost $33.18 Unrealized
SPG SIMON PPTY GROUP INCNEW 0.2%
Value ($000) $600 Shares 3,941 Est. Cost $88.06 Unrealized -8.1%
ROYAL DUTCH SHELLPLC S 0.2%
Value ($000) $595 Shares 8,347 Est. Cost $63.94 Unrealized
COVIDIEN PLC 0.2%
Value ($000) $588 Shares 8,639 Est. Cost $61.89 Unrealized
AETNA INC 0.2%
Value ($000) $578 Shares 8,423 Est. Cost $63.49 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $573 Shares 10,480 Est. Cost $27.19 Unrealized +83.4%
HSY HERSHEY CO 0.2%
Value ($000) $563 Shares 5,790 Est. Cost $66.09 Unrealized +9.2%
SNY SANOFI 0.2%
Value ($000) $562 Shares 10,475 Est. Cost $51.48 Unrealized
CHESAPEAKE ENERGYCORP 0.2%
Value ($000) $547 Shares 20,165 Est. Cost $20.97 Unrealized
PRAXAIR INC 0.2%
Value ($000) $546 Shares 4,200 Est. Cost $130.00 Unrealized
ICF ISHARES TR COHEN &STEERS REIT 0.2%
Value ($000) $545 Shares 7,296 Est. Cost $80.59 Unrealized
EMC CORP 0.2%
Value ($000) $526 Shares 20,901 Est. Cost $23.83 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $513 Shares 6,785 Est. Cost $39.00 Unrealized +4.8%
BROOKFIELD ASSETMGMT INC 0.2%
Value ($000) $504 Shares 12,975 Est. Cost $36.15 Unrealized
GWW GRAINGER WW INC 0.2%
Value ($000) $501 Shares 1,960 Est. Cost $201.89 Unrealized +5.7%
BP BP PLC 0.2%
Value ($000) $495 Shares 10,189 Est. Cost $41.70 Unrealized
TJX TJX COMPANIES INC(NEW) 0.2%
Value ($000) $494 Shares 7,746 Est. Cost $21.17 Unrealized +21.5%
BANK AMER CORP 7.25%NON CUM 0.2%
Value ($000) $485 Shares 457 Est. Cost $218.25 Unrealized
GLD SPDR GOLD TR GOLDSHS 0.2%
Value ($000) $484 Shares 4,168 Est. Cost $119.05 Unrealized
TRV TRAVELERS COS INC 0.2%
Value ($000) $484 Shares 5,346 Est. Cost $63.44 Unrealized +5.3%
ANADARKO PETE CORP 0.2%
Value ($000) $477 Shares 6,014 Est. Cost $85.93 Unrealized
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $475 Shares 9,140 Est. Cost $15.73 Unrealized +16.8%
KINDER MORGAN MGMT LLC 0.2%
Value ($000) $463 Shares 6,113 Est. Cost $80.03 Unrealized
CIGNA CORP COM 0.2%
Value ($000) $460 Shares 5,256 Est. Cost $72.59 Unrealized
MUNI PIMCO ETF TR INTERMUN BD S 0.2%
Value ($000) $456 Shares 8,800 Est. Cost $51.77 Unrealized
CORE LABORATORIES NV 0.2%
Value ($000) $451 Shares 2,363 Est. Cost $158.21 Unrealized
RYDEX ETF TRGUGGENHEIM RUSSELL 0.2%
Value ($000) $449 Shares 3,460 Est. Cost $114.48 Unrealized
WBS WEBSTER FINL CORP 0.2%
Value ($000) $449 Shares 14,398 Est. Cost $24.49 Unrealized +16.1%
ADBE ADOBE SYS INC 0.2%
Value ($000) $445 Shares 7,430 Est. Cost $44.30 Unrealized +24.7%
IWM ISHARES TR RUSSELL2000 0.2%
Value ($000) $445 Shares 3,855 Est. Cost $97.01 Unrealized
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $436 Shares 3,950 Est. Cost $78.11 Unrealized +9.8%
NUVEEN SELECTQUALITY MUNI FUNDINC 0.1%
Value ($000) $429 Shares 34,610 Est. Cost $13.61 Unrealized
MAR MARRIOTT INTL INCNEW CL A 0.1%
Value ($000) $428 Shares 8,669 Est. Cost $36.65 Unrealized +10.0%
CMA COMERICA INC COM 0.1%
Value ($000) $428 Shares 9,000 Est. Cost $24.17 Unrealized +18.6%
APD AIR PRODS & CHEMSINC 0.1%
Value ($000) $427 Shares 3,891 Est. Cost $61.71 Unrealized +21.3%
DE DEERE & CO 0.1%
Value ($000) $426 Shares 4,662 Est. Cost $68.02 Unrealized -0.8%
MET METLIFE INC 0.1%
Value ($000) $413 Shares 7,666 Est. Cost $24.69 Unrealized +22.0%
KAMAN CORP 0.1%
Value ($000) $407 Shares 10,245 Est. Cost $34.55 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $405 Shares 4,263 Est. Cost $59.65 Unrealized +6.2%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $403 Shares 7,543 Est. Cost $51.42 Unrealized
OWENS ILLINOIS INC 0.1%
Value ($000) $402 Shares 11,225 Est. Cost $28.28 Unrealized
SUPERIOR ENERGY SVCSINC 0.1%
Value ($000) $401 Shares 15,071 Est. Cost $25.96 Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $401 Shares 7,446 Est. Cost $55.65 Unrealized
DWX SPDR S&P INTL DIVID 0.1%
Value ($000) $400 Shares 8,438 Est. Cost $47.40 Unrealized
ENSCO PLC CL A 0.1%
Value ($000) $398 Shares 6,958 Est. Cost $58.02 Unrealized
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $397 Shares 10,661 Est. Cost $15.15 Unrealized +26.7%
EDIV SPDR S&P EMERGINGMARKETS DIVID 0.1%
Value ($000) $394 Shares 10,093 Est. Cost $38.74 Unrealized
UIL HLDGS CORP 0.1%
Value ($000) $392 Shares 10,115 Est. Cost $38.26 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $384 Shares 4,486 Est. Cost $14.23 Unrealized +7.4%
BAKER HUGHES INC 0.1%
Value ($000) $381 Shares 6,900 Est. Cost $46.09 Unrealized
FINISH LINE INCCL A 0.1%
Value ($000) $380 Shares 13,475 Est. Cost $22.19 Unrealized
DREYFUS STRATEGICMUN BD FD 0.1%
Value ($000) $379 Shares 51,069 Est. Cost $8.07 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $378 Shares 7,455 Est. Cost $36.44 Unrealized +13.3%
ABEV AMBEV SA 0.1%
Value ($000) $377 Shares 51,225 Est. Cost $7.36 Unrealized
IDV ISHARES TR INTL SEL DIVID 0.1%
Value ($000) $372 Shares 9,801 Est. Cost $37.96 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $371 Shares 2,497 Est. Cost $97.17 Unrealized 0.0%
WALGREEN CO 0.1%
Value ($000) $371 Shares 6,467 Est. Cost $44.18 Unrealized
HCP INC COM 0.1%
Value ($000) $368 Shares 10,125 Est. Cost $45.46 Unrealized
IYW ISHARES TR DOW JONESU S 0.1%
Value ($000) $368 Shares 4,159 Est. Cost $82.25 Unrealized
VFC V F CORP 0.1%
Value ($000) $362 Shares 5,808 Est. Cost $49.70 Unrealized +4.9%
MTB M & T BK CORP 0.1%
Value ($000) $353 Shares 3,030 Est. Cost $72.99 Unrealized +11.5%
FCX FREEPORT-MCMORAN 0.1%
Value ($000) $353 Shares 9,350 Est. Cost $24.45 Unrealized +23.0%
ARCC ARES CAP CORP 0.1%
Value ($000) $352 Shares 19,825 Est. Cost $5.25 Unrealized +5.2%
SYY SYSCO CORP 0.1%
Value ($000) $350 Shares 9,693 Est. Cost $24.33 Unrealized +0.2%
L LOEWS CORP 0.1%
Value ($000) $350 Shares 7,265 Est. Cost $42.19 Unrealized +6.7%
BLACKROCK INC 0.1%
Value ($000) $350 Shares 1,107 Est. Cost $263.77 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $348 Shares 4,428 Est. Cost $32.86 Unrealized 0.0%
DEO DIAGEO PLC 0.1%
Value ($000) $345 Shares 2,603 Est. Cost $114.97 Unrealized
TEEKAY LNG PARTNER 0.1%
Value ($000) $343 Shares 8,025 Est. Cost $43.70 Unrealized
ENCANA CORP 0.1%
Value ($000) $340 Shares 18,825 Est. Cost $16.98 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $339 Shares 10,000 Est. Cost $35.79 Unrealized 0.0%
POWERSHARES TRFINL PFD PORTFOLIO 0.1%
Value ($000) $337 Shares 19,908 Est. Cost $17.77 Unrealized
XLE SELECT SECTOR SPDRTR ENERGY 0.1%
Value ($000) $333 Shares 3,762 Est. Cost $78.23 Unrealized
PEOPLES UTD FINL INC 0.1%
Value ($000) $331 Shares 21,883 Est. Cost $14.92 Unrealized
TWO HBRS INVT CORP 0.1%
Value ($000) $329 Shares 35,502 Est. Cost $10.14 Unrealized
EFA ISHARES TR MSCI EAFE 0.1%
Value ($000) $327 Shares 4,874 Est. Cost $57.24 Unrealized
CAMERON INTL CORP 0.1%
Value ($000) $327 Shares 5,500 Est. Cost $60.79 Unrealized
IYH ISHARES TR US HEALTHCARE 0.1%
Value ($000) $317 Shares 2,722 Est. Cost $116.46 Unrealized
D DOMINION RES INC 0.1%
Value ($000) $316 Shares 4,880 Est. Cost $34.55 Unrealized +12.0%
AMERICAN CAPITAL LTD 0.1%
Value ($000) $313 Shares 20,000 Est. Cost $12.94 Unrealized
ACN ACCENTURE PLCIRELAND CLA 0.1%
Value ($000) $310 Shares 3,775 Est. Cost $59.53 Unrealized +3.4%
NVO NOVO NORDISK A.S. 0.1%
Value ($000) $310 Shares 1,680 Est. Cost $155.19 Unrealized
MDY SPDR S&P MIDCAP400 0.1%
Value ($000) $309 Shares 1,265 Est. Cost $210.04 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $309 Shares 2,959 Est. Cost $73.48 Unrealized +23.8%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.1%
Value ($000) $307 Shares 14,024 Est. Cost $21.89 Unrealized
DWS MUN INCOME TR 0.1%
Value ($000) $306 Shares 25,550 Est. Cost $12.90 Unrealized
ALL ALLSTATE 0.1%
Value ($000) $306 Shares 5,604 Est. Cost $41.10 Unrealized 0.0%
UNILEVER PLC 0.1%
Value ($000) $300 Shares 7,292 Est. Cost $40.56 Unrealized
VFH VANGUARD WORLD FDS FINLS 0.1%
Value ($000) $298 Shares 6,707 Est. Cost $34.59 Unrealized
SBRA SABRA HEALTH CAREREIT INC 0.1%
Value ($000) $296 Shares 11,308 Est. Cost $22.99 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $294 Shares 3,190 Est. Cost $51.50 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $292 Shares 5,800 Est. Cost $26.85 Unrealized 0.0%
NORTHEAST UTILITIES 0.1%
Value ($000) $290 Shares 6,845 Est. Cost $42.09 Unrealized
CSX CSX CORPORATION 0.1%
Value ($000) $289 Shares 10,056 Est. Cost $6.73 Unrealized +9.5%
TIME WARNER INC 0.1%
Value ($000) $283 Shares 4,054 Est. Cost $57.72 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $281 Shares 3,743 Est. Cost $36.33 Unrealized +33.2%
CENTURYLINK INC 0.1%
Value ($000) $280 Shares 8,788 Est. Cost $31.86 Unrealized
INVESCO ADVANTAGEMUN INCOME TR 0.1%
Value ($000) $279 Shares 26,487 Est. Cost $11.78 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $277 Shares 2,866 Est. Cost $39.99 Unrealized +23.2%
WM WASTE MGMT INC 0.1%
Value ($000) $275 Shares 6,136 Est. Cost $33.88 Unrealized 0.0%
CANADIAN PAC RY LTD 0.1%
Value ($000) $275 Shares 1,815 Est. Cost $123.29 Unrealized
IXN ISHARES TR GLOBALTECH 0.1%
Value ($000) $275 Shares 3,300 Est. Cost $69.70 Unrealized
AMZN AMAZON INC 0.1%
Value ($000) $274 Shares 688 Est. Cost $13.32 Unrealized +35.0%
IYE ISHARES TR US ENERGY 0.1%
Value ($000) $269 Shares 5,325 Est. Cost $50.52 Unrealized
DOW CHEM CO 0.1%
Value ($000) $267 Shares 6,017 Est. Cost $38.36 Unrealized
DVA DAVITA HEALTHCAREPARTNERS INC 0.1%
Value ($000) $264 Shares 4,172 Est. Cost $59.93 Unrealized -2.1%
SYNGENTA AG 0.1%
Value ($000) $263 Shares 3,286 Est. Cost $77.91 Unrealized
TBT PROSHARES TR ULTRASHORT 0.1%
Value ($000) $262 Shares 3,312 Est. Cost $72.48 Unrealized
KANSAS CITY SOUTHN 0.1%
Value ($000) $260 Shares 2,100 Est. Cost $106.39 Unrealized
INVESCO MUNOPPORTUNITY TR 0.1%
Value ($000) $260 Shares 22,183 Est. Cost $12.89 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $259 Shares 3,085 Est. Cost $59.45 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $256 Shares 9,338 Est. Cost $15.41 Unrealized -15.4%
PFF ISHARES TR S&P U SPFD STK INDEX FD 0.1%
Value ($000) $251 Shares 6,809 Est. Cost $39.21 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $250 Shares 6,813 Est. Cost $30.13 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEVSA NV 0.1%
Value ($000) $248 Shares 2,333 Est. Cost $91.32 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $246 Shares 3,191 Est. Cost $25.34 Unrealized +17.3%
DEM WISDOMTREE EMERGING MKTS EQYINC 0.1%
Value ($000) $244 Shares 4,780 Est. Cost $48.40 Unrealized
JOY GLOBAL INC 0.1%
Value ($000) $243 Shares 4,150 Est. Cost $48.60 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $242 Shares 3,909 Est. Cost $37.00 Unrealized +10.9%
VANGUARD NAT RES LLC 0.1%
Value ($000) $241 Shares 8,174 Est. Cost $27.98 Unrealized
TD TORONTO DOMINION BKONT 0.1%
Value ($000) $241 Shares 2,554 Est. Cost $42.68 Unrealized +6.6%
LQD ISHARES TR IBOXX USDINVT 0.1%
Value ($000) $238 Shares 2,086 Est. Cost $113.69 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $236 Shares 493 Est. Cost $448.75 Unrealized 0.0%
COST COSTCO WHOLESALECORP 0.1%
Value ($000) $231 Shares 1,937 Est. Cost $86.56 Unrealized +9.9%
KMI KINDER MORGAN INC 0.1%
Value ($000) $230 Shares 6,384 Est. Cost $20.60 Unrealized -7.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $228 Shares 4,126 Est. Cost $37.50 Unrealized -4.3%
XBI SPDR SER TR S&PBIOTECH 0.1%
Value ($000) $228 Shares 1,750 Est. Cost $129.01 Unrealized
IJK ISHARES TR S&PMIDCAP 400 0.1%
Value ($000) $228 Shares 1,518 Est. Cost $139.31 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $226 Shares 4,350 Est. Cost $29.24 Unrealized 0.0%
IYJ ISHARES TR US INDUSTRIAL 0.1%
Value ($000) $225 Shares 2,217 Est. Cost $101.49 Unrealized
ACWI ISHARES TR MSCI ACWI EFT 0.1%
Value ($000) $225 Shares 3,900 Est. Cost $57.69 Unrealized
XLY SELECT SECTOR SPDR TR CONS DISC 0.1%
Value ($000) $223 Shares 3,337 Est. Cost $66.83 Unrealized
XLB SELECT SECTOR SPDRTR MATLS 0.1%
Value ($000) $222 Shares 4,801 Est. Cost $46.24 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $220 Shares 2,803 Est. Cost $31.21 Unrealized 0.0%
RIG TRANSOCEAN LTD REG S 0.1%
Value ($000) $218 Shares 4,402 Est. Cost $50.97 Unrealized -4.0%
XLP SELECT SECTOR SPDR TR CONS STAP 0.1%
Value ($000) $217 Shares 5,042 Est. Cost $43.04 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $216 Shares 2,938 Est. Cost $50.63 Unrealized 0.0%
RATHEON CO 0.1%
Value ($000) $216 Shares 2,386 Est. Cost $90.53 Unrealized
LOROLLARD INC 0.1%
Value ($000) $213 Shares 4,200 Est. Cost $50.71 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $213 Shares 2,023 Est. Cost $64.45 Unrealized 0.0%
MACQUARIE INFRASTRUCTURE 0.1%
Value ($000) $212 Shares 3,900 Est. Cost $53.59 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $210 Shares 3,156 Est. Cost $38.28 Unrealized -0.7%
IHE ISHARES TR US PHARMACEUTICALS 0.1%
Value ($000) $208 Shares 1,764 Est. Cost $117.91 Unrealized
ONEOK PARTNERS L P 0.1%
Value ($000) $205 Shares 3,892 Est. Cost $53.00 Unrealized
DDD 3D SYS CORP 0.1%
Value ($000) $203 Shares 2,188 Est. Cost $70.11 Unrealized 0.0%
INVESCO TR INVT GRADNEW YORK MUNS 0.1%
Value ($000) $200 Shares 15,286 Est. Cost $14.59 Unrealized
DREYFUS STRATEGIC MUNS INC 0.1%
Value ($000) $192 Shares 25,275 Est. Cost $8.57 Unrealized
SIRIUS XM HLDGS INC 0.1%
Value ($000) $181 Shares 51,800 Est. Cost $3.49 Unrealized
PIMCO HIGH INCOME FD 0.1%
Value ($000) $177 Shares 15,155 Est. Cost $11.73 Unrealized
ISHARES GOLD TRISHARES 0.1%
Value ($000) $168 Shares 14,370 Est. Cost $11.69 Unrealized
INVESCO MUN TR 0.1%
Value ($000) $166 Shares 14,300 Est. Cost $11.61 Unrealized
BLACKROCK MUN INCOMETR SH BEN INT 0.1%
Value ($000) $164 Shares 12,900 Est. Cost $13.86 Unrealized
WEATHERFORD INTL LTD 0.1%
Value ($000) $158 Shares 10,230 Est. Cost $13.74 Unrealized
NORTHSTAR RLTY FIN CORP 0.0%
Value ($000) $135 Shares 10,000 Est. Cost $13.50 Unrealized
ALLIANCEBERNSTEININCOME FD IN 0.0%
Value ($000) $108 Shares 15,096 Est. Cost $7.49 Unrealized
FIFTH ST FIN CORP 0.0%
Value ($000) $103 Shares 11,120 Est. Cost $10.45 Unrealized
ICCC IMMUCELL CORP 0.0%
Value ($000) $101 Shares 23,776 Est. Cost $3.58 Unrealized +20.9%
ABERDEEN INDONESIA FD INC 0.0%
Value ($000) $101 Shares 12,196 Est. Cost $8.28 Unrealized
SAN BANCO SANTANER SA 0.0%
Value ($000) $101 Shares 11,129 Est. Cost $9.08 Unrealized
TRUSTCO BK CORP N Y 0.0%
Value ($000) $100 Shares 13,982 Est. Cost $5.44 Unrealized
MFS INVT GRADE MUN TR 0.0%
Value ($000) $98 Shares 11,380 Est. Cost $9.30 Unrealized
APOLLO INVT CORP 0.0%
Value ($000) $91 Shares 10,750 Est. Cost $7.72 Unrealized
TEEKAY TANKERS LTD 0.0%
Value ($000) $65 Shares 16,569 Est. Cost $2.61 Unrealized
CAPSTONE TURBINE CORP 0.0%
Value ($000) $40 Shares 31,000 Est. Cost $1.29 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $28 Shares 14,200 Est. Cost $1.84 Unrealized +2.1%