Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 7, 2015

Total Value ($000): $384,166 (100.0% shares, 0.0% debt)

Holdings (322)

XOM EXXON MOBIL CORP 4.7%
Value ($000) $18,051 Shares 195,252 Est. Cost $53.97 Unrealized +7.5%
GENERAL ELECTRIC CO 3.0%
Value ($000) $11,635 Shares 460,445 Est. Cost $23.98 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $11,113 Shares 106,273 Est. Cost $60.87 Unrealized +27.0%
AAPL APPLE INC 2.5%
Value ($000) $9,639 Shares 87,326 Est. Cost $18.42 Unrealized +30.8%
BRK/A BERKSHIRE HATHAWAYINC DEL CL A 2.2%
Value ($000) $8,588 Shares 38 Est. Cost $173992.55 Unrealized +24.4%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $8,482 Shares 93,112 Est. Cost $55.58 Unrealized +16.2%
PFE PFIZER INC 2.1%
Value ($000) $7,925 Shares 254,421 Est. Cost $16.49 Unrealized +9.0%
CODI COMPASS DIVERSIFIEDHLDGS 1.6%
Value ($000) $6,268 Shares 385,731 Est. Cost $7.20 Unrealized +12.9%
USB US BANCORP 1.5%
Value ($000) $5,591 Shares 124,388 Est. Cost $22.58 Unrealized +29.0%
IBM INTERNATIONALBUSINESS MACHS CORP 1.4%
Value ($000) $5,225 Shares 32,568 Est. Cost $118.60 Unrealized -15.3%
T AT&T INC 1.4%
Value ($000) $5,211 Shares 155,123 Est. Cost $11.49 Unrealized +2.8%
KMI KINDER MORGAN INCDEL 1.3%
Value ($000) $4,808 Shares 113,628 Est. Cost $22.45 Unrealized 0.0%
UNITED TECHNOLOGIESCORP 1.2%
Value ($000) $4,519 Shares 39,294 Est. Cost $97.25 Unrealized
MO ALTRIA GROUP INC 1.2%
Value ($000) $4,450 Shares 90,310 Est. Cost $16.37 Unrealized +45.2%
WFC WELLS FARGO & CO 1.2%
Value ($000) $4,448 Shares 81,142 Est. Cost $29.45 Unrealized +31.6%
CVX CHEVRON CORP 1.0%
Value ($000) $4,024 Shares 35,875 Est. Cost $71.24 Unrealized -1.0%
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,954 Shares 85,115 Est. Cost $29.81 Unrealized +33.8%
JPM JP MORGAN CHASE &CO 1.0%
Value ($000) $3,952 Shares 63,148 Est. Cost $38.39 Unrealized +16.4%
BRK/B BERKSHIRE HATHAWAYINC DEL CL B NEW 1.0%
Value ($000) $3,775 Shares 25,144 Est. Cost $112.18 Unrealized +28.7%
AMGN AMGEN INC 1.0%
Value ($000) $3,697 Shares 23,212 Est. Cost $101.77 Unrealized +11.3%
PEP PEPSICO INC 0.9%
Value ($000) $3,565 Shares 37,701 Est. Cost $57.37 Unrealized +19.6%
COP CONOCOPHILLIPS 0.9%
Value ($000) $3,556 Shares 51,492 Est. Cost $44.41 Unrealized +10.0%
HD HOME DEPOT INC 0.9%
Value ($000) $3,497 Shares 33,316 Est. Cost $58.24 Unrealized +28.4%
BAC BANK AMER CORP 0.9%
Value ($000) $3,453 Shares 193,035 Est. Cost $10.74 Unrealized +26.2%
LLY LILLY ELI & CO 0.9%
Value ($000) $3,406 Shares 49,374 Est. Cost $42.39 Unrealized +30.2%
VZ VERIZONCOMMUNICATIONS INC 0.9%
Value ($000) $3,376 Shares 72,175 Est. Cost $26.94 Unrealized +2.7%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $3,342 Shares 120,169 Est. Cost $15.26 Unrealized +19.9%
PM PHILIP MORRIS INTLINC 0.9%
Value ($000) $3,338 Shares 40,982 Est. Cost $49.68 Unrealized -0.9%
INTC INTEL CORP 0.9%
Value ($000) $3,321 Shares 91,526 Est. Cost $20.23 Unrealized +31.6%
CVS CVS HEALTH CORP 0.9%
Value ($000) $3,275 Shares 34,009 Est. Cost $50.41 Unrealized +27.8%
MRK MERCK & CO INC 0.8%
Value ($000) $3,230 Shares 56,871 Est. Cost $30.45 Unrealized +29.2%
CELGENE CORP 0.8%
Value ($000) $3,180 Shares 28,430 Est. Cost $101.31 Unrealized
SO SOUTHERN CO 0.8%
Value ($000) $3,115 Shares 63,421 Est. Cost $27.74 Unrealized +6.3%
SPY SPDR S&P 500 0.8%
Value ($000) $3,073 Shares 14,949 Est. Cost $184.20 Unrealized
ENERGY TRANSFERPARTNERS L P 0.8%
Value ($000) $2,990 Shares 45,995 Est. Cost $50.57 Unrealized
KO COCA COLA COMPANY 0.8%
Value ($000) $2,985 Shares 70,702 Est. Cost $28.17 Unrealized +6.7%
DU PONT E I DENEMOURS & CO 0.7%
Value ($000) $2,795 Shares 37,807 Est. Cost $61.10 Unrealized
DIS DISNEY WALT CODISNEY 0.7%
Value ($000) $2,770 Shares 29,409 Est. Cost $62.90 Unrealized +29.2%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $2,625 Shares 30,729 Est. Cost $55.77 Unrealized +20.7%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $2,425 Shares 25,727 Est. Cost $56.94 Unrealized +26.2%
MCD MCDONALDS CORP 0.6%
Value ($000) $2,353 Shares 25,111 Est. Cost $71.80 Unrealized -1.7%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $2,273 Shares 19,078 Est. Cost $67.68 Unrealized +32.2%
GOOGLE INC CL A 0.6%
Value ($000) $2,255 Shares 4,250 Est. Cost $815.24 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $2,220 Shares 33,920 Est. Cost $27.30 Unrealized +47.4%
POWERSHARESEXCHANGE-TRADED FDTR II S&P 500 LOWVOLATILITY PORT 0.6%
Value ($000) $2,200 Shares 57,959 Est. Cost $31.89 Unrealized
BMY BRISTOL MYERS SQUIBBCO 0.5%
Value ($000) $2,085 Shares 35,315 Est. Cost $30.58 Unrealized +27.2%
ADP AUTOMATIC DATAPROCESSING INC 0.5%
Value ($000) $2,055 Shares 24,655 Est. Cost $47.53 Unrealized +33.6%
MMM 3M CO 0.5%
Value ($000) $2,024 Shares 12,320 Est. Cost $67.52 Unrealized +32.8%
EPD ENTERPRISE PRODSPARTNERS L P COMUNIT 0.5%
Value ($000) $2,019 Shares 55,889 Est. Cost $50.24 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $1,984 Shares 36,667 Est. Cost $36.75 Unrealized +7.6%
POWERSHARES EXCHANGETRADED FD TR DYNAMICBUYBACK ACHIEVERSPORT 0.5%
Value ($000) $1,966 Shares 40,908 Est. Cost $43.61 Unrealized
CMI CUMMINS INC 0.5%
Value ($000) $1,907 Shares 13,225 Est. Cost $86.84 Unrealized +20.4%
PPG PPG INDUSTRIES INC 0.5%
Value ($000) $1,878 Shares 8,123 Est. Cost $60.93 Unrealized +39.8%
ACE LIMITED 0.5%
Value ($000) $1,854 Shares 16,136 Est. Cost $89.77 Unrealized
PEOPLES UTD FINL INC 0.5%
Value ($000) $1,828 Shares 120,405 Est. Cost $15.14 Unrealized
GD GENERAL DYNAMICSCORP 0.5%
Value ($000) $1,816 Shares 13,195 Est. Cost $58.39 Unrealized +83.3%
GOOGLE INC CL C 0.5%
Value ($000) $1,806 Shares 3,430 Est. Cost $574.28 Unrealized
V VISA INC 0.5%
Value ($000) $1,782 Shares 6,797 Est. Cost $43.32 Unrealized +28.6%
POWERSHARESEXCHANGE-TRADED FDTR FTSE RAFI US 1000PORT 0.5%
Value ($000) $1,771 Shares 19,372 Est. Cost $88.30 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $1,754 Shares 24,457 Est. Cost $45.05 Unrealized +9.1%
POWERSHARES QQQ TRUNIT SER 1 0.5%
Value ($000) $1,754 Shares 16,988 Est. Cost $80.32 Unrealized
RYDEX ETF TRGUGGENHEIM S&P 500 0.4%
Value ($000) $1,648 Shares 20,590 Est. Cost $77.18 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $1,611 Shares 17,606 Est. Cost $62.29 Unrealized +17.8%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,597 Shares 23,075 Est. Cost $45.20 Unrealized +15.5%
SWK STANLEY BLACK &DECKER INC 0.4%
Value ($000) $1,527 Shares 15,894 Est. Cost $57.87 Unrealized +20.1%
SDY SPDR SER TR S&PDIVID ETF 0.4%
Value ($000) $1,520 Shares 19,295 Est. Cost $73.12 Unrealized
BUCKEYE PARTNERS L P 0.4%
Value ($000) $1,517 Shares 20,051 Est. Cost $71.93 Unrealized
ABT ABBOTT LABS COM 0.4%
Value ($000) $1,471 Shares 32,673 Est. Cost $29.21 Unrealized +20.9%
NOBL PROSHARES TR S&P 500DIVID ARISTO 0.4%
Value ($000) $1,470 Shares 29,324 Est. Cost $49.03 Unrealized
AXP AMERICAN EXPRESSCOMPANY 0.4%
Value ($000) $1,452 Shares 15,607 Est. Cost $61.47 Unrealized +24.3%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,452 Shares 5,521 Est. Cost $53.68 Unrealized +32.2%
TD TORONTO DOMINION BKONT 0.4%
Value ($000) $1,440 Shares 30,128 Est. Cost $46.52 Unrealized +3.7%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1,439 Shares 13,132 Est. Cost $61.59 Unrealized +39.3%
NVS NOVARTIS AG 0.3%
Value ($000) $1,338 Shares 14,445 Est. Cost $71.08 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,312 Shares 10,094 Est. Cost $86.17 Unrealized +28.4%
AGG ISHARES TR CORE U SAGGREGATE BD ETF 0.3%
Value ($000) $1,298 Shares 11,791 Est. Cost $109.39 Unrealized
MEDTRONIC INC 0.3%
Value ($000) $1,285 Shares 17,795 Est. Cost $55.72 Unrealized
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,264 Shares 15,133 Est. Cost $42.32 Unrealized +20.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,262 Shares 16,980 Est. Cost $46.62 Unrealized +14.4%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,252 Shares 20,281 Est. Cost $43.93 Unrealized +5.7%
VIG VANGUARD SPEC PORT DIV APPR INDEXFD 0.3%
Value ($000) $1,227 Shares 15,117 Est. Cost $70.89 Unrealized
ROYCE FOCUS TR INC 0.3%
Value ($000) $1,208 Shares 166,116 Est. Cost $7.10 Unrealized
ETN EATON CORP 0.3%
Value ($000) $1,198 Shares 17,635 Est. Cost $50.42 Unrealized +0.5%
MONSANTO CO 0.3%
Value ($000) $1,198 Shares 10,029 Est. Cost $98.83 Unrealized
DVY ISHARES TR SELECTDIVID ETF FD 0.3%
Value ($000) $1,191 Shares 14,995 Est. Cost $67.16 Unrealized
WMT WAL MART STORES INC 0.3%
Value ($000) $1,189 Shares 13,846 Est. Cost $20.22 Unrealized +8.0%
BEN FRANKLIN RESOURCESINC 0.3%
Value ($000) $1,142 Shares 20,619 Est. Cost $29.22 Unrealized +13.7%
TJX TJX COMPANIES INC 0.3%
Value ($000) $1,125 Shares 16,411 Est. Cost $22.89 Unrealized +19.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,124 Shares 13,701 Est. Cost $29.83 Unrealized +4.8%
CIGNA CORP 0.3%
Value ($000) $1,114 Shares 10,821 Est. Cost $88.04 Unrealized
AMERICA MOVIL SAB DEC V 0.3%
Value ($000) $1,114 Shares 50,208 Est. Cost $21.74 Unrealized
SON SONOCO PRODS CO 0.3%
Value ($000) $1,099 Shares 25,149 Est. Cost $26.95 Unrealized +6.0%
UNH UNITEDHEALTH GROUPINC 0.3%
Value ($000) $1,067 Shares 10,555 Est. Cost $55.36 Unrealized +43.1%
META FACEBOOK INC 0.3%
Value ($000) $1,019 Shares 13,065 Est. Cost $43.72 Unrealized +73.6%
SYK STRYKER CORP 0.3%
Value ($000) $1,010 Shares 10,708 Est. Cost $56.92 Unrealized +36.8%
GIS GENERAL MILLS INC 0.3%
Value ($000) $975 Shares 18,280 Est. Cost $32.02 Unrealized +10.1%
IJH ISHARES TR CORE S&PMID-CAP ETF 0.3%
Value ($000) $968 Shares 6,686 Est. Cost $119.24 Unrealized
VFH VANGUARD WORLD FDS FINLS ETF 0.3%
Value ($000) $965 Shares 19,414 Est. Cost $42.92 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $955 Shares 9,555 Est. Cost $54.66 Unrealized +24.9%
MAGELLAN MIDSTREAMPARTNERS LP 0.2%
Value ($000) $936 Shares 11,319 Est. Cost $57.49 Unrealized
GS GOLDMAN SACHS GROUPINC 0.2%
Value ($000) $936 Shares 4,827 Est. Cost $125.40 Unrealized +20.3%
PNC PNC FINL SVCS GROUPINC 0.2%
Value ($000) $928 Shares 10,169 Est. Cost $48.10 Unrealized +27.6%
BK BANK OF NEW YORKMELLON CORP 0.2%
Value ($000) $924 Shares 22,765 Est. Cost $21.47 Unrealized +38.5%
TMO THERMO FISHERSCIENTIFIC INC 0.2%
Value ($000) $915 Shares 7,303 Est. Cost $115.29 Unrealized +1.9%
CHUBB CORP 0.2%
Value ($000) $915 Shares 8,845 Est. Cost $84.80 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $912 Shares 19,114 Est. Cost $24.97 Unrealized +5.5%
BLACKROCK KELSO CAPCORPORATION 0.2%
Value ($000) $907 Shares 110,652 Est. Cost $9.11 Unrealized
IJR ISHARES TR CORE S&PSMALL-CAP ETF 0.2%
Value ($000) $906 Shares 7,939 Est. Cost $91.91 Unrealized
XBI SPDR SER TR S&PBIOTECH ETF 0.2%
Value ($000) $898 Shares 4,815 Est. Cost $143.16 Unrealized
WALGREEN BOOTSALLIANCE INC 0.2%
Value ($000) $897 Shares 11,776 Est. Cost $76.17 Unrealized
SPECTRANETICS CORP 0.2%
Value ($000) $872 Shares 25,205 Est. Cost $18.70 Unrealized
ANNALY CAP MGMT INC 0.2%
Value ($000) $868 Shares 80,323 Est. Cost $12.26 Unrealized
RJF RAYMOND JAMES FINLINC 0.2%
Value ($000) $864 Shares 15,080 Est. Cost $24.26 Unrealized +28.4%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $860 Shares 7,448 Est. Cost $64.14 Unrealized +18.6%
ALPS ETF TR ALERIAN 0.2%
Value ($000) $849 Shares 48,450 Est. Cost $17.84 Unrealized
AETNA INC 0.2%
Value ($000) $841 Shares 9,463 Est. Cost $66.57 Unrealized
DWX SPDR INDEX SHS FDSS&P INTL DIV 0.2%
Value ($000) $839 Shares 19,965 Est. Cost $48.05 Unrealized
CMCSA COMCAST CORP 0.2%
Value ($000) $833 Shares 14,361 Est. Cost $17.57 Unrealized +21.0%
LABORATORY CORP AMERHLDGS 0.2%
Value ($000) $826 Shares 7,651 Est. Cost $99.92 Unrealized
AES TR III TR 0.2%
Value ($000) $814 Shares 16,000 Est. Cost $50.50 Unrealized
FIRST NIAGARA FINLGROUP INC 0.2%
Value ($000) $813 Shares 96,492 Est. Cost $10.05 Unrealized
VHT VANGUARD WORLD FDS HEALTH CARE 0.2%
Value ($000) $802 Shares 6,389 Est. Cost $117.57 Unrealized
EXPRESS SCRIPTSHLDG CO 0.2%
Value ($000) $797 Shares 9,415 Est. Cost $65.54 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $778 Shares 10,248 Est. Cost $47.12 Unrealized +3.1%
WINDSTREAM HLDGS INC 0.2%
Value ($000) $778 Shares 94,374 Est. Cost $7.99 Unrealized
F FORD MOTOR CO 0.2%
Value ($000) $776 Shares 50,085 Est. Cost $8.04 Unrealized +1.5%
EMC CORP 0.2%
Value ($000) $763 Shares 25,671 Est. Cost $24.77 Unrealized
IBB ISHARES TR NASDAQBIOTECHNOLOGY ETF 0.2%
Value ($000) $751 Shares 2,477 Est. Cost $251.56 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $737 Shares 7,668 Est. Cost $34.70 Unrealized +17.5%
PAA PLAINS ALL AMERICANPIPELINE L P 0.2%
Value ($000) $733 Shares 14,274 Est. Cost $54.18 Unrealized
FIRST CONN BANCORPINC 0.2%
Value ($000) $725 Shares 44,432 Est. Cost $14.47 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $724 Shares 16,096 Est. Cost $27.75 Unrealized +24.3%
COVIDIEN PLC 0.2%
Value ($000) $722 Shares 7,061 Est. Cost $61.89 Unrealized
CENTURYLINK INC 0.2%
Value ($000) $716 Shares 18,087 Est. Cost $33.90 Unrealized
ICF ISHARES TR COHEN &STEERS REIT ETF 0.2%
Value ($000) $707 Shares 7,296 Est. Cost $80.59 Unrealized
MET METLIFE INC 0.2%
Value ($000) $702 Shares 12,972 Est. Cost $27.74 Unrealized +18.1%
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $701 Shares 16,410 Est. Cost $48.58 Unrealized
AIG AMERICAN INTL GROUPINC COM NEW 0.2%
Value ($000) $681 Shares 12,167 Est. Cost $40.65 Unrealized +1.2%
APD AIR PRODS & CHEMSINC 0.2%
Value ($000) $681 Shares 4,719 Est. Cost $64.79 Unrealized +48.5%
SPG SIMON PPTY GROUP INC 0.2%
Value ($000) $676 Shares 3,711 Est. Cost $88.06 Unrealized +16.8%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $661 Shares 5,180 Est. Cost $87.95 Unrealized +42.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $652 Shares 17,958 Est. Cost $23.29 Unrealized +22.0%
ROYAL DUTCH SHELLPLC 0.2%
Value ($000) $647 Shares 9,658 Est. Cost $67.21 Unrealized
TIME WARNER INC 0.2%
Value ($000) $636 Shares 4,254 Est. Cost $62.04 Unrealized
IWM ISHARES TR RUSSELL2000 ETF 0.2%
Value ($000) $634 Shares 5,297 Est. Cost $102.03 Unrealized
TSM TAIWAN SEMICONDUCTORMFG CO 0.2%
Value ($000) $626 Shares 27,983 Est. Cost $21.47 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $626 Shares 5,987 Est. Cost $83.72 Unrealized +15.5%
HSY HERSHEY CO 0.2%
Value ($000) $623 Shares 5,990 Est. Cost $66.38 Unrealized +12.5%
POWERSHARES EXCHANGETRADED FD TR IIPOWERSHARES S&P 500HIGH DIVID PORT 0.2%
Value ($000) $617 Shares 18,790 Est. Cost $32.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $614 Shares 3,188 Est. Cost $102.80 Unrealized +33.5%
TRV TRAVELERS COS INC 0.2%
Value ($000) $605 Shares 5,715 Est. Cost $64.04 Unrealized +23.3%
BDX BECTON DICKINSON &CO 0.2%
Value ($000) $605 Shares 4,350 Est. Cost $79.64 Unrealized +35.4%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $605 Shares 7,759 Est. Cost $37.03 Unrealized +78.7%
CHICAGO BRIDGE &IRON CO 0.2%
Value ($000) $603 Shares 14,355 Est. Cost $59.64 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $599 Shares 5,632 Est. Cost $14.90 Unrealized +26.7%
BROOKFIELD ASSETMGMT INC 0.2%
Value ($000) $598 Shares 11,925 Est. Cost $36.15 Unrealized
VFC V F CORP 0.2%
Value ($000) $581 Shares 7,758 Est. Cost $51.84 Unrealized +27.6%
ATHENAHEALTH INC 0.2%
Value ($000) $581 Shares 3,985 Est. Cost $95.79 Unrealized
PRAXAIR INC 0.2%
Value ($000) $578 Shares 4,465 Est. Cost $130.13 Unrealized
APACHE CORP 0.1%
Value ($000) $562 Shares 8,972 Est. Cost $83.52 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $558 Shares 6,507 Est. Cost $28.11 Unrealized +17.1%
ADBE ADOBE SYS INC 0.1%
Value ($000) $558 Shares 7,680 Est. Cost $45.14 Unrealized +55.3%
PFF ISHARES TR S&P U SPFD STK INDEX FD 0.1%
Value ($000) $558 Shares 14,160 Est. Cost $39.22 Unrealized
IGIB ISHARES TRINTERMEDIATE CR BDETF 0.1%
Value ($000) $547 Shares 5,000 Est. Cost $109.40 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $545 Shares 6,764 Est. Cost $60.03 Unrealized -1.2%
NORTHEAST UTILITIES 0.1%
Value ($000) $544 Shares 10,172 Est. Cost $44.11 Unrealized
WASH WASHINGTON TRBANCORP INC 0.1%
Value ($000) $536 Shares 13,337 Est. Cost $16.12 Unrealized +32.3%
XLF SELECT SECTOR SPDRTR FINANCIAL 0.1%
Value ($000) $534 Shares 21,594 Est. Cost $22.58 Unrealized
UNILEVER PLC 0.1%
Value ($000) $529 Shares 13,060 Est. Cost $41.58 Unrealized
WBS WEBSTER FINL CORP 0.1%
Value ($000) $516 Shares 15,867 Est. Cost $25.06 Unrealized +23.4%
BANK AMER CORPNON CUM 7.25% 0.1%
Value ($000) $515 Shares 442 Est. Cost $218.25 Unrealized
VALEANTPHARMACEUTICALS INTLINC 0.1%
Value ($000) $513 Shares 3,583 Est. Cost $130.01 Unrealized
NVO NOVO NORDISK A.S. 0.1%
Value ($000) $512 Shares 12,100 Est. Cost $61.09 Unrealized
SNY SANOFI 0.1%
Value ($000) $502 Shares 11,010 Est. Cost $51.68 Unrealized
POWERSHARESEXCHANGE-TRADED FDTR INTL DIVIDACHIEVERS PORTFOLIO 0.1%
Value ($000) $501 Shares 28,629 Est. Cost $18.13 Unrealized
POWERSHARES EXCHANGETRADED FD TRFINL PFD PORTFOLIO 0.1%
Value ($000) $495 Shares 27,108 Est. Cost $17.90 Unrealized
BLACKSTONE GROUP L P 0.1%
Value ($000) $492 Shares 14,533 Est. Cost $32.89 Unrealized
IYH ISHARES TR U SHEALTHCARE ETF 0.1%
Value ($000) $486 Shares 3,371 Est. Cost $118.09 Unrealized
RYDEX ETF TRGUGGENHEIM RUSSELL 0.1%
Value ($000) $480 Shares 3,385 Est. Cost $114.48 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $480 Shares 5,823 Est. Cost $85.87 Unrealized
KRAFT FOODS GROUPINC 0.1%
Value ($000) $480 Shares 7,662 Est. Cost $56.59 Unrealized
NUVEEN SELECTQUALITY MUNI FUNDINC 0.1%
Value ($000) $466 Shares 33,360 Est. Cost $13.61 Unrealized
XLE SELECT SECTOR SPDRTR ENERGY 0.1%
Value ($000) $466 Shares 5,888 Est. Cost $78.81 Unrealized
IYW ISHARESUS TECHNOLOGY ETF 0.1%
Value ($000) $454 Shares 4,351 Est. Cost $82.90 Unrealized
ITW ILLINOIS TOOL WORKSINC 0.1%
Value ($000) $453 Shares 4,784 Est. Cost $60.92 Unrealized +15.0%
UIL HLDGS CORP 0.1%
Value ($000) $444 Shares 10,205 Est. Cost $38.52 Unrealized
MDY SPDR S&P MIDCAP400 ETF 0.1%
Value ($000) $440 Shares 1,665 Est. Cost $219.46 Unrealized
IWR ISHARES TR RUSSELLMID-CAP ETF 0.1%
Value ($000) $440 Shares 2,633 Est. Cost $163.07 Unrealized
GLD SPDR GOLD TR GOLDSHS 0.1%
Value ($000) $438 Shares 3,859 Est. Cost $117.31 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $437 Shares 14,473 Est. Cost $22.85 Unrealized +8.7%
SYY SYSCO CORP 0.1%
Value ($000) $432 Shares 10,896 Est. Cost $25.11 Unrealized +14.9%
DON WISDOMTREE TR MIDCAPDIVID FD 0.1%
Value ($000) $431 Shares 5,150 Est. Cost $77.46 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $431 Shares 2,235 Est. Cost $134.51 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $430 Shares 5,902 Est. Cost $39.00 Unrealized +8.3%
BP BP PLC 0.1%
Value ($000) $430 Shares 11,273 Est. Cost $41.81 Unrealized
VOD VODAFONE GROUP PLC 0.1%
Value ($000) $427 Shares 12,490 Est. Cost $36.84 Unrealized
DE DEERE & CO 0.1%
Value ($000) $426 Shares 4,820 Est. Cost $69.21 Unrealized +2.0%
KAMAN CORP 0.1%
Value ($000) $413 Shares 10,295 Est. Cost $34.55 Unrealized
GWW GRAINGER WW INC 0.1%
Value ($000) $410 Shares 1,610 Est. Cost $201.89 Unrealized +2.0%
CSX CSX CORPORATION 0.1%
Value ($000) $400 Shares 11,040 Est. Cost $6.84 Unrealized +43.8%
UPS UNITED PARCEL SVCINC 0.1%
Value ($000) $400 Shares 3,600 Est. Cost $68.40 Unrealized +3.7%
IDV ISHARES TR INTLSELECT DIVID ETFINDEX FD 0.1%
Value ($000) $394 Shares 11,690 Est. Cost $38.21 Unrealized
VNQ VANGUARD INDEX FDS REIT 0.1%
Value ($000) $390 Shares 4,818 Est. Cost $72.57 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $388 Shares 5,523 Est. Cost $41.10 Unrealized +25.8%
BAKER HUGHES INC 0.1%
Value ($000) $387 Shares 6,900 Est. Cost $46.09 Unrealized
ET ENERGY TRANSFEREQUITY LP 0.1%
Value ($000) $386 Shares 6,730 Est. Cost $61.32 Unrealized
BOARDWALK PIPELINEPARTNERS LP 0.1%
Value ($000) $385 Shares 21,652 Est. Cost $29.58 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $378 Shares 9,610 Est. Cost $37.86 Unrealized +3.8%
HCP INC 0.1%
Value ($000) $376 Shares 8,550 Est. Cost $45.46 Unrealized
WM WASTE MGMT INC 0.1%
Value ($000) $374 Shares 7,285 Est. Cost $34.14 Unrealized +14.4%
COST COSTCO WHOLESALECORP 0.1%
Value ($000) $373 Shares 2,630 Est. Cost $89.59 Unrealized +22.1%
CHESAPEAKE ENERGYCORP 0.1%
Value ($000) $364 Shares 18,595 Est. Cost $20.97 Unrealized
DREYFUS STRATEGICMUN BD FD INC 0.1%
Value ($000) $360 Shares 45,217 Est. Cost $8.07 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $355 Shares 10,000 Est. Cost $35.79 Unrealized +0.9%
TEEKAY LNG PARTNERSL P 0.1%
Value ($000) $347 Shares 8,061 Est. Cost $43.70 Unrealized
BUD ANHEUSER BUSCH INBEVSA NV 0.1%
Value ($000) $347 Shares 3,085 Est. Cost $95.01 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $347 Shares 7,006 Est. Cost $28.10 Unrealized +12.1%
BLACKROCK INC 0.1%
Value ($000) $345 Shares 966 Est. Cost $268.98 Unrealized
SBRA SABRA HEALTH CAREREIT INC 0.1%
Value ($000) $343 Shares 11,308 Est. Cost $22.99 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $340 Shares 6,920 Est. Cost $49.13 Unrealized
EFA ISHARES TR MSCI EAFEETF 0.1%
Value ($000) $340 Shares 5,591 Est. Cost $58.98 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $337 Shares 8,012 Est. Cost $31.22 Unrealized +26.3%
EXC EXELON CORP 0.1%
Value ($000) $335 Shares 9,038 Est. Cost $15.41 Unrealized +12.2%
ACN ACCENTURE PLCIRELAND 0.1%
Value ($000) $326 Shares 3,650 Est. Cost $59.67 Unrealized +16.1%
TM TOYOTA MTR CO 0.1%
Value ($000) $325 Shares 2,590 Est. Cost $125.48 Unrealized
IP INTERNATIONAL PAPERCO 0.1%
Value ($000) $319 Shares 5,954 Est. Cost $27.60 Unrealized +11.1%
CDK GLOBAL INC 0.1%
Value ($000) $319 Shares 7,833 Est. Cost $40.73 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $318 Shares 20,350 Est. Cost $5.27 Unrealized +4.2%
DEUTSCHE MUN INC TR 0.1%
Value ($000) $315 Shares 23,550 Est. Cost $13.19 Unrealized
IXN ISHARES TR GLOBALTECH ETF 0.1%
Value ($000) $313 Shares 3,300 Est. Cost $69.70 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $312 Shares 4,107 Est. Cost $55.62 Unrealized 0.0%
STT STATE STR CORP 0.1%
Value ($000) $312 Shares 3,975 Est. Cost $50.17 Unrealized +9.9%
ED CONSOLIDATED EDISONINC 0.1%
Value ($000) $308 Shares 4,664 Est. Cost $38.16 Unrealized +9.6%
HMC HONDA MTR LTD 0.1%
Value ($000) $307 Shares 10,400 Est. Cost $29.52 Unrealized
INVESCO ADVANTAGEMUN INC TR 0.1%
Value ($000) $307 Shares 26,487 Est. Cost $11.78 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $303 Shares 3,287 Est. Cost $68.05 Unrealized 0.0%
DEO DIAGEO PLC 0.1%
Value ($000) $299 Shares 2,618 Est. Cost $114.93 Unrealized
HAIN HAIN CELESTIAL GROUPINC 0.1%
Value ($000) $297 Shares 5,100 Est. Cost $49.97 Unrealized +8.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $296 Shares 955 Est. Cost $14.14 Unrealized +10.2%
CERNER CORP 0.1%
Value ($000) $294 Shares 4,542 Est. Cost $52.65 Unrealized
DVA DAVITA HEALTHCAREPARTNERS INC 0.1%
Value ($000) $294 Shares 3,872 Est. Cost $62.28 Unrealized +20.9%
MA MASTERCARD INC CL A 0.1%
Value ($000) $293 Shares 3,398 Est. Cost $72.58 Unrealized +5.1%
LORILLARD INC 0.1%
Value ($000) $286 Shares 4,551 Est. Cost $51.42 Unrealized
WHOLE FOODS MKT INC 0.1%
Value ($000) $281 Shares 5,573 Est. Cost $50.42 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $276 Shares 7,650 Est. Cost $14.60 Unrealized +13.8%
DTE DTE ENERGY CO 0.1%
Value ($000) $273 Shares 3,162 Est. Cost $38.28 Unrealized +24.8%
DOW CHEM CO 0.1%
Value ($000) $271 Shares 5,936 Est. Cost $38.44 Unrealized
WU WESTERN UN CO 0.1%
Value ($000) $267 Shares 14,900 Est. Cost $17.11 Unrealized
IHE ISHARES TR USPHARMACEUTICALS ETF 0.1%
Value ($000) $267 Shares 1,764 Est. Cost $117.91 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $266 Shares 2,120 Est. Cost $73.71 Unrealized +22.1%
POTASH CORP OFSASKATCHEWAN INC 0.1%
Value ($000) $266 Shares 7,535 Est. Cost $35.30 Unrealized
PPL PPL CORP 0.1%
Value ($000) $265 Shares 7,290 Est. Cost $19.85 Unrealized 0.0%
WPC W P CAREY INC 0.1%
Value ($000) $264 Shares 3,768 Est. Cost $64.03 Unrealized
DIRECTV 0.1%
Value ($000) $263 Shares 3,034 Est. Cost $85.11 Unrealized
INFY INFOSYS LTD 0.1%
Value ($000) $260 Shares 8,250 Est. Cost $31.52 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $255 Shares 2,821 Est. Cost $51.67 Unrealized +2.9%
IJK ISHARES TR S&PMIDCAP 400 GROWTHETF 0.1%
Value ($000) $255 Shares 1,600 Est. Cost $145.89 Unrealized
IYJ ISHARES TR USINDUSTRIALS ETF 0.1%
Value ($000) $254 Shares 2,386 Est. Cost $101.63 Unrealized
FINISH LINE INC 0.1%
Value ($000) $254 Shares 10,450 Est. Cost $22.19 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $253 Shares 10,819 Est. Cost $26.38 Unrealized -8.0%
ALLERGAN INC 0.1%
Value ($000) $251 Shares 1,179 Est. Cost $169.30 Unrealized
VOOG VANGUARD ADMIRAL FDSINC 0.1%
Value ($000) $250 Shares 2,500 Est. Cost $100.00 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $248 Shares 4,059 Est. Cost $37.80 Unrealized +8.8%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $247 Shares 2,496 Est. Cost $75.17 Unrealized 0.0%
IRON MTN INC 0.1%
Value ($000) $246 Shares 6,373 Est. Cost $38.60 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $246 Shares 1,184 Est. Cost $160.13 Unrealized +16.7%
TWO HBRS INVT CORP 0.1%
Value ($000) $245 Shares 24,500 Est. Cost $10.14 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $243 Shares 393 Est. Cost $448.75 Unrealized +25.6%
OWENS ILLINOIS INC 0.1%
Value ($000) $243 Shares 9,000 Est. Cost $28.28 Unrealized
MACQUARIEINFRASTRUCTURE 0.1%
Value ($000) $242 Shares 3,400 Est. Cost $62.35 Unrealized
TOTAL S A 0.1%
Value ($000) $240 Shares 4,691 Est. Cost $51.16 Unrealized
IYE ISHARES TR U SENERGY ETF 0.1%
Value ($000) $239 Shares 5,325 Est. Cost $50.52 Unrealized
EATON VANCE TAXMANAGED 0.1%
Value ($000) $239 Shares 15,000 Est. Cost $15.87 Unrealized
INVESCO MUNOPPORTUNITY TR 0.1%
Value ($000) $238 Shares 18,535 Est. Cost $12.86 Unrealized
AEP AMERICAN ELECTRICPOWER CO 0.1%
Value ($000) $238 Shares 3,926 Est. Cost $35.38 Unrealized +9.0%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $236 Shares 2,080 Est. Cost $83.70 Unrealized +14.9%
CAMERON INTL CORP 0.1%
Value ($000) $235 Shares 4,700 Est. Cost $60.79 Unrealized
ITC HLDGS CORP 0.1%
Value ($000) $235 Shares 5,804 Est. Cost $35.67 Unrealized
XLB SELECT SECTOR SPDRTR MATLS 0.1%
Value ($000) $234 Shares 4,821 Est. Cost $46.24 Unrealized
DIA SPDR DOW JONES INDL AVG 0.1%
Value ($000) $232 Shares 1,306 Est. Cost $177.64 Unrealized
PEG PUBLIC SVCENTERPRISE GROUPINC 0.1%
Value ($000) $229 Shares 5,535 Est. Cost $22.81 Unrealized +19.4%
DOV DOVER CORP 0.1%
Value ($000) $227 Shares 3,161 Est. Cost $41.00 Unrealized +24.0%
CLX CLOROX CO 0.1%
Value ($000) $226 Shares 2,167 Est. Cost $73.11 Unrealized 0.0%
REYNOLDS AMERN INC 0.1%
Value ($000) $226 Shares 3,514 Est. Cost $64.31 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $225 Shares 5,795 Est. Cost $26.37 Unrealized 0.0%
ENCANA CORP 0.1%
Value ($000) $225 Shares 16,195 Est. Cost $16.98 Unrealized
STZ CONSTELLATION BRANDSINC 0.1%
Value ($000) $223 Shares 2,275 Est. Cost $78.40 Unrealized 0.0%
KELLOGG CO 0.1%
Value ($000) $221 Shares 3,375 Est. Cost $37.53 Unrealized +8.4%
PIMCO CORP &INC OPPTYFD 0.1%
Value ($000) $220 Shares 13,832 Est. Cost $15.91 Unrealized
AMERICAN CAPITAL LTD 0.1%
Value ($000) $219 Shares 15,000 Est. Cost $15.27 Unrealized
FHI FEDERATED INVS INC 0.1%
Value ($000) $219 Shares 6,650 Est. Cost $18.71 Unrealized 0.0%
D DOMINION RES INC 0.1%
Value ($000) $214 Shares 2,780 Est. Cost $45.08 Unrealized 0.0%
INVESCO TR INVT GRADNEW YORK MUNS 0.1%
Value ($000) $209 Shares 15,286 Est. Cost $14.59 Unrealized
MYLAN INC 0.1%
Value ($000) $209 Shares 3,714 Est. Cost $56.27 Unrealized
BIDU BAIDU COM INC 0.1%
Value ($000) $209 Shares 915 Est. Cost $228.42 Unrealized
DREYFUS STRATEGICMUNS INC 0.1%
Value ($000) $207 Shares 25,275 Est. Cost $8.57 Unrealized
IYG ISHARES TR U S FINLSVCS ETF 0.1%
Value ($000) $206 Shares 2,240 Est. Cost $91.96 Unrealized
POWERSHARES EXCHANGETRADED FD TRFTSE RAFI US 1500SMALL MID PORT 0.1%
Value ($000) $206 Shares 2,047 Est. Cost $100.64 Unrealized
ROP ROPER INDUSTRIES INC 0.1%
Value ($000) $205 Shares 1,312 Est. Cost $143.35 Unrealized 0.0%
ORLY O REILLYAUTOMOTIVE INC 0.1%
Value ($000) $202 Shares 1,050 Est. Cost $11.72 Unrealized 0.0%
EES WISDOMTREE TRSMALLCAP EARNINGS FD 0.1%
Value ($000) $201 Shares 2,428 Est. Cost $82.78 Unrealized
LINN ENERGY LLC 0.0%
Value ($000) $192 Shares 18,920 Est. Cost $28.54 Unrealized
STONE HBR EMERG MKTS INC FD 0.0%
Value ($000) $189 Shares 12,187 Est. Cost $15.51 Unrealized
APOLLO INVT CORP 0.0%
Value ($000) $187 Shares 25,150 Est. Cost $7.44 Unrealized
BLACKROCK MUN INC TR 0.0%
Value ($000) $183 Shares 12,900 Est. Cost $13.86 Unrealized
INVESCO MUN TR 0.0%
Value ($000) $181 Shares 14,300 Est. Cost $11.61 Unrealized
NUVEEN NEW YORK AMT-FREE MUN INCOME FD 0.0%
Value ($000) $169 Shares 13,082 Est. Cost $12.77 Unrealized
WORLD ENERGYSOLUTIONS INC 0.0%
Value ($000) $151 Shares 27,458 Est. Cost $5.50 Unrealized
CWCO CONSOLIDATED WATERCO 0.0%
Value ($000) $151 Shares 14,159 Est. Cost $8.82 Unrealized +1.0%
SEADRILL LIMTED 0.0%
Value ($000) $145 Shares 12,168 Est. Cost $38.23 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $139 Shares 12,370 Est. Cost $11.73 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $135 Shares 16,288 Est. Cost $2.54 Unrealized -7.6%
ISHARES TR MTG REALESTATE CAPPED ETF 0.0%
Value ($000) $126 Shares 10,775 Est. Cost $11.79 Unrealized
JAPAN SMALLERCAPITALIZATION FDINC 0.0%
Value ($000) $118 Shares 13,200 Est. Cost $8.94 Unrealized
CELESTICA INC 0.0%
Value ($000) $117 Shares 10,000 Est. Cost $11.70 Unrealized
ICCC IMMUCELL CORP 0.0%
Value ($000) $116 Shares 23,776 Est. Cost $3.58 Unrealized +33.0%
MFS INVT GRADE MUNTR 0.0%
Value ($000) $107 Shares 11,380 Est. Cost $9.14 Unrealized
ABERDEEN INDONESIAFD INC 0.0%
Value ($000) $103 Shares 12,196 Est. Cost $9.51 Unrealized
FIFTH ST FIN CORP 0.0%
Value ($000) $90 Shares 11,231 Est. Cost $10.45 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $87 Shares 10,428 Est. Cost $8.34 Unrealized
TEEKAY TANKERS LTDCL A 0.0%
Value ($000) $72 Shares 14,193 Est. Cost $4.31 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $25 Shares 14,200 Est. Cost $1.84 Unrealized -18.5%