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David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ PG - The Procter & Gamble Co. Add 2220.46% 48,717 0.64
☰ INTU - Intuit Inc. Add 720.67% 3,243 0.13
☰ ACN - Accenture plc Add 67.73% 13,328 0.24
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Add 51.80% 10,488 0.07
☰ CMCSA - Comcast Corp. Add 41.13% 263,450 0.69
☰ QCOM - QUALCOMM Inc. Add 32.03% 69,682 0.82
☰ MSFT - Microsoft Corp. Add 20.07% 28,642 0.97
☰ PEP - PepsiCo, Inc. Add 17.89% 36,613 0.52
☰ VTV - Vanguard Value Index Fund ETF Shares Add 12.12% 3,185 0.06
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 11.09% 26,042 0.15
☰ IWF - iShares Russell 1000 Growth ETF Add 10.62% 10,276 0.10
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 8.47% 325 0.00
☰ AMZN - Amazon.com, Inc. Add 8.10% 10,150 0.19
☰ IJR - iShares Core S&P Small-Cap ETF Add 8.10% 5,095 0.06
☰ VOO - Vanguard S&P 500 ETF Add 8.05% 2,269 0.12
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 5.97% 2,545 0.01
☰ TMO - Thermo Fisher Scientific Inc. Add 5.65% 1,206 0.05
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 5.57% 5,494 0.07
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 4.64% 876 0.01
☰ AAPL - Apple Inc. Add 4.41% 6,469 0.15
☰ TXN - Texas Instruments Inc. Add 3.27% 4,379 0.08
☰ META - Meta Platforms, Inc. Add 2.34% 753 0.04
☰ ABBV - AbbVie Inc. Add 2.32% 890 0.02
☰ HD - The Home Depot, Inc. Add 2.29% 1,156 0.03
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 2.04% 1,527 0.01
☰ STZ - Constellation Brands, Inc. Add 1.91% 868 0.01
☰ MDT - Medtronic plc Add 1.67% 6,155 0.05
☰ SPYG - State Street SPDR Portfolio S&P 500 Growth ETF Add 1.63% 49 0.00
☰ IWR - iShares Russell Mid-Cap ETF Add 1.09% 644 0.01
☰ QQQ - Invesco QQQ Trust Add 0.90% 13 0.00
☰ TSN - Tyson Foods, Inc. Add 0.85% 3,154 0.02
☰ IJH - iShares Core S&P Mid-Cap ETF Add 0.41% 21 0.00
☰ MCD - McDonald's Corp. Add 0.37% 4 0.00
☰ IVV - iShares Core S&P 500 ETF Add 0.34% 11 0.00
☰ PNC - The PNC Financial Services Group, Inc. Add 0.17% 321 0.01
☰ AFL - Aflac Inc. Add 0.16% 10 0.00
☰ IWB - iShares Russell 1000 ETF Add 0.14% 1 0.00
☰ TGT - Target Corp. Add 0.14% 203 0.00
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Add 0.09% 1 0.00
☰ LOW - Lowe's Companies, Inc. Add 0.05% 33 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.05% 2 0.00
☰ IWD - iShares Russell 1000 Value ETF Add 0.02% 1 0.00
☰ EFA - iShares MSCI EAFE ETF Add 0.01% 1 0.00
☰ NKE - NIKE, Inc. Buy 132,752 0.64
☰ ADP - Automatic Data Processing, Inc. Buy 13,591 0.25
☰ VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares Buy 6,100 0.06
☰ CL - Colgate-Palmolive Co. Buy 2,383 0.02
☰ MPC - Marathon Petroleum Corp. Buy 854 0.02
☰ SCHD - Schwab U.S. Dividend Equity ETF Buy 6,521 0.02
☰ USB - U.S. Bancorp Reduce 0.01% 84 0.00
☰ LMT - Lockheed Martin Corp. Reduce 0.07% 22 0.00
☰ GNRC - Generac Holdings Inc. Reduce 0.11% 123 0.00
☰ WFC - Wells Fargo & Co. Reduce 0.13% 274 0.00
☰ PYPL - PayPal Holdings, Inc. Reduce 0.26% 690 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 0.44% 45 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.51% 20 0.00
☰ DHR - Danaher Corp. Reduce 0.59% 10 0.00
☰ COST - Costco Wholesale Corp. Reduce 0.71% 4 0.00
☰ MAVF - Matrix Advisors Value ETF Reduce 1.10% 4,584 0.05
☰ NEE - NextEra Energy, Inc. Reduce 1.17% 3,145 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 1.18% 1,600 0.05
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 1.24% 75 0.00
☰ SBUX - Starbucks Corp. Reduce 1.60% 3,618 0.03
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 2.24% 137 0.01
☰ AXP - American Express Co. Reduce 2.28% 70 0.00
☰ NVDA - NVIDIA Corp. Reduce 2.48% 200 0.00
☰ AMGN - Amgen Inc. Reduce 3.61% 3,739 0.11
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 3.99% 519 0.00
☰ BAC - Bank of America Corp. Reduce 4.08% 2,340 0.01
☰ LLY - Eli Lilly and Co. Reduce 4.31% 14 0.00
☰ BNY - The Bank of New York Mellon Cor Reduce 6.47% 16,907 0.18
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Reduce 7.58% 268 0.01
☰ GLD - SPDR Gold Shares Reduce 8.47% 91 0.00
☰ MS - Morgan Stanley Reduce 8.62% 22,443 0.36
☰ GOOG - Alphabet Inc. Reduce 8.72% 13,747 0.39
☰ MTB - M&T Bank Corp. Reduce 8.75% 7,558 0.14
☰ ASTS - AST SpaceMobile, Inc. Reduce 8.81% 520 0.00
☰ GS - The Goldman Sachs Group, Inc. Reduce 9.41% 2,635 0.21
☰ WMT - Walmart Inc. Reduce 14.13% 525 0.01
☰ AMAT - Applied Materials, Inc. Reduce 18.48% 13,265 0.31
☰ AEP - American Electric Power Co., Inc. Reduce 19.70% 36,509 0.38
☰ XOM - ExxonMobil Holdings Corp. Reduce 19.79% 948 0.01
☰ FDX - FedEx Corp. Reduce 19.93% 13,626 0.29
☰ NUE - Nucor Corp. Reduce 24.31% 600 0.01
☰ TEL - TE Connectivity plc Reduce 29.84% 13,894 0.28
☰ MRK - Merck & Co., Inc. Reduce 41.61% 1,191 0.01
☰ JNJ - Johnson & Johnson Reduce 47.78% 1,484 0.03
☰ LHX - L3Harris Technologies, Inc. Sell 100.00% 40,674 1.07
☰ GD - General Dynamics Corp. Sell 100.00% 29,725 0.90
☰ CSCO - Cisco Systems, Inc. Sell 100.00% 112,308 0.78
☰ ZBH - Zimmer Biomet Holdings, Inc. Sell 100.00% 30,032 0.24
☰ BMY - Bristol-Myers Squibb Co. Sell 100.00% 3,929 0.02
☰ IBM - International Business Machines Corp. Sell 100.00% 819 0.02
☰ TSLA - Tesla, Inc. Sell 100.00% 504 0.02
☰ UNH - UnitedHealth Group Inc. Sell 100.00% 721 0.02
Q4 2025
☰ ACN - Accenture plc Add 110.58% 10,334 0.25
☰ GNRC - Generac Holdings Inc. Add 68.92% 46,101 0.56
☰ LMT - Lockheed Martin Corp. Add 43.88% 10,087 0.44
☰ TXN - Texas Instruments Inc. Add 30.84% 31,558 0.49
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Add 28.48% 4,488 0.03
☰ VTV - Vanguard Value Index Fund ETF Shares Add 26.06% 5,432 0.09
☰ STZ - Constellation Brands, Inc. Add 16.81% 6,534 0.08
☰ META - Meta Platforms, Inc. Add 14.40% 4,052 0.24
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 10.27% 9,188 0.12
☰ IJR - iShares Core S&P Small-Cap ETF Add 8.96% 5,168 0.06
☰ LOW - Lowe's Companies, Inc. Add 7.28% 4,411 0.10
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 6.60% 14,550 0.08
☰ PYPL - PayPal Holdings, Inc. Add 6.53% 16,429 0.09
☰ HD - The Home Depot, Inc. Add 5.02% 2,412 0.07
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 4.13% 1,691 0.01
☰ PEP - PepsiCo, Inc. Add 3.90% 7,691 0.10
☰ IWF - iShares Russell 1000 Growth ETF Add 3.55% 3,316 0.04
☰ VOO - Vanguard S&P 500 ETF Add 3.24% 884 0.05
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 2.76% 103 0.00
☰ GLD - SPDR Gold Shares Add 2.58% 27 0.00
☰ TSN - Tyson Foods, Inc. Add 2.51% 9,108 0.05
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 2.33% 139 0.01
☰ SBUX - Starbucks Corp. Add 1.73% 3,851 0.03
☰ IWR - iShares Russell Mid-Cap ETF Add 1.57% 910 0.01
☰ V - Visa Inc. Add 0.97% 11 0.00
☰ NUE - Nucor Corp. Add 0.73% 18 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.60% 21 0.00
☰ MSFT - Microsoft Corp. Add 0.55% 787 0.03
☰ IWD - iShares Russell 1000 Value ETF Add 0.53% 33 0.00
☰ PNC - The PNC Financial Services Group, Inc. Add 0.35% 668 0.01
☰ QCOM - QUALCOMM Inc. Add 0.24% 520 0.01
☰ EFA - iShares MSCI EAFE ETF Add 0.20% 29 0.00
☰ MAVF - Matrix Advisors Value ETF Add 0.16% 662 0.01
☰ AFL - Aflac Inc. Add 0.11% 7 0.00
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Add 0.09% 1 0.00
☰ IVV - iShares Core S&P 500 ETF Add 0.03% 1 0.00
☰ BMY - Bristol-Myers Squibb Co. Buy 3,929 0.02
☰ SCWO - 374Water Inc. Buy 10,000 0.00
☰ CVS - CVS Health Corp. Reduce 0.03% 2 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.05% 6 0.00
☰ DHR - Danaher Corp. Reduce 0.06% 1 0.00
☰ AXP - American Express Co. Reduce 0.07% 2 0.00
☰ QQQ - Invesco QQQ Trust Reduce 0.07% 1 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.08% 4 0.00
☰ ETN - Eaton Corp. plc Reduce 0.12% 1 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.13% 5 0.00
☰ PLTR - Palantir Technologies Inc. Reduce 0.13% 3 0.00
☰ JNJ - Johnson & Johnson Reduce 0.16% 5 0.00
☰ COST - Costco Wholesale Corp. Reduce 0.18% 1 0.00
☰ INTU - Intuit Inc. Reduce 0.22% 1 0.00
☰ PG - The Procter & Gamble Co. Reduce 0.23% 5 0.00
☰ MRK - Merck & Co., Inc. Reduce 0.28% 8 0.00
☰ MDT - Medtronic plc Reduce 0.29% 1,068 0.01
☰ WMT - Walmart Inc. Reduce 0.40% 15 0.00
☰ AMZN - Amazon.com, Inc. Reduce 0.42% 525 0.01
☰ BAC - Bank of America Corp. Reduce 0.57% 327 0.00
☰ FDX - FedEx Corp. Reduce 0.76% 521 0.01
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.79% 170 0.01
☰ LLY - Eli Lilly and Co. Reduce 0.91% 3 0.00
☰ USB - U.S. Bancorp Reduce 0.91% 6,510 0.03
☰ WFC - Wells Fargo & Co. Reduce 0.91% 2,001 0.02
☰ AMAT - Applied Materials, Inc. Reduce 0.99% 715 0.01
☰ MTB - M&T Bank Corp. Reduce 1.07% 936 0.02
☰ AAPL - Apple Inc. Reduce 1.18% 1,747 0.04
☰ IWM - iShares Russell 2000 ETF Reduce 1.35% 141 0.00
☰ ABBV - AbbVie Inc. Reduce 1.36% 528 0.01
☰ NEE - NextEra Energy, Inc. Reduce 1.42% 3,853 0.03
☰ AVGO - Broadcom Inc. Reduce 1.79% 20 0.00
☰ LHX - L3Harris Technologies, Inc. Reduce 1.85% 768 0.02
☰ GOOG - Alphabet Inc. Reduce 1.86% 2,992 0.07
☰ JPM - JPMorgan Chase & Co. Reduce 1.91% 2,648 0.08
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Reduce 2.04% 1,553 0.01
☰ TEL - TE Connectivity plc Reduce 2.08% 988 0.02
☰ GS - The Goldman Sachs Group, Inc. Reduce 2.36% 677 0.05
☰ AMGN - Amgen Inc. Reduce 2.52% 2,682 0.07
☰ BNY - The Bank of New York Mellon Cor Reduce 2.67% 7,168 0.07
☰ MS - Morgan Stanley Reduce 2.95% 7,925 0.12
☰ AEP - American Electric Power Co., Inc. Reduce 3.05% 5,835 0.06
☰ IBM - International Business Machines Corp. Reduce 3.08% 26 0.00
☰ UNH - UnitedHealth Group Inc. Reduce 3.22% 24 0.00
☰ NVDA - NVIDIA Corp. Reduce 3.63% 303 0.01
☰ GD - General Dynamics Corp. Reduce 3.87% 1,197 0.04
☰ SDY - State Street SPDR S&P Dividend ETF Reduce 6.99% 284 0.00
☰ IWB - iShares Russell 1000 ETF Reduce 7.19% 54 0.00
☰ IJH - iShares Core S&P Mid-Cap ETF Reduce 9.13% 513 0.00
☰ TSLA - Tesla, Inc. Reduce 15.29% 91 0.00
☰ CSCO - Cisco Systems, Inc. Reduce 16.41% 22,042 0.14
☰ TGT - Target Corp. Reduce 19.21% 34,141 0.28
☰ QQQM - Invesco NASDAQ 100 ETF Reduce 21.93% 296 0.01
☰ CMCSA - Comcast Corp. Reduce 29.10% 262,905 0.72
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 75.02% 90,174 0.83
☰ FISV - Fiserv, Inc. Sell 100.00% 78,306 0.94
☰ SCHD - Schwab U.S. Dividend Equity ETF Sell 100.00% 15,383 0.04
Q3 2025
☰ ACN - Accenture plc Add 1075.47% 8,550 0.19
☰ FISV - Fiserv, Inc. Add 706.36% 68,595 0.82
☰ TSN - Tyson Foods, Inc. Add 81.67% 163,140 0.82
☰ VTV - Vanguard Value Index Fund ETF Shares Add 46.07% 6,575 0.11
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Add 42.75% 4,720 0.03
☰ AMAT - Applied Materials, Inc. Add 41.98% 21,442 0.41
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 18.00% 11,634 0.05
☰ TGT - Target Corp. Add 12.32% 19,492 0.16
☰ VOO - Vanguard S&P 500 ETF Add 11.69% 2,858 0.16
☰ GLD - SPDR Gold Shares Add 9.74% 93 0.00
☰ SBUX - Starbucks Corp. Add 8.61% 17,634 0.14
☰ QQQ - Invesco QQQ Trust Add 5.91% 81 0.00
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 5.51% 11,509 0.06
☰ IJR - iShares Core S&P Small-Cap ETF Add 5.27% 2,888 0.03
☰ AMGN - Amgen Inc. Add 4.56% 4,633 0.12
☰ QCOM - QUALCOMM Inc. Add 4.48% 9,304 0.14
☰ IWB - iShares Russell 1000 ETF Add 4.02% 29 0.00
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 3.92% 3,375 0.04
☰ PYPL - PayPal Holdings, Inc. Add 3.65% 8,861 0.05
☰ CMCSA - Comcast Corp. Add 2.90% 25,488 0.07
☰ AVGO - Broadcom Inc. Add 2.47% 27 0.00
☰ NEE - NextEra Energy, Inc. Add 2.13% 5,657 0.04
☰ IJH - iShares Core S&P Mid-Cap ETF Add 1.92% 106 0.00
☰ IWF - iShares Russell 1000 Growth ETF Add 1.58% 1,452 0.02
☰ GOOGL - Alphabet Inc. Add 1.52% 59 0.00
☰ FDX - FedEx Corp. Add 1.49% 1,014 0.02
☰ IVV - iShares Core S&P 500 ETF Add 1.24% 40 0.00
☰ IWD - iShares Russell 1000 Value ETF Add 1.16% 72 0.00
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 1.11% 450 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 1.09% 38 0.00
☰ TXN - Texas Instruments Inc. Add 1.08% 1,093 0.02
☰ HD - The Home Depot, Inc. Add 0.92% 437 0.02
☰ LLY - Eli Lilly and Co. Add 0.92% 3 0.00
☰ ABBV - AbbVie Inc. Add 0.78% 302 0.01
☰ XLK - State Street Technology Select Sector SPDR ETF Add 0.70% 16 0.00
☰ TMO - Thermo Fisher Scientific Inc. Add 0.63% 134 0.01
☰ IBM - International Business Machines Corp. Add 0.60% 5 0.00
☰ LOW - Lowe's Companies, Inc. Add 0.58% 349 0.01
☰ MCD - McDonald's Corp. Add 0.55% 6 0.00
☰ MTB - M&T Bank Corp. Add 0.50% 433 0.01
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 0.45% 84 0.00
☰ MAVF - Matrix Advisors Value ETF Add 0.44% 1,814 0.02
☰ V - Visa Inc. Add 0.44% 5 0.00
☰ MDT - Medtronic plc Add 0.39% 1,428 0.01
☰ USB - U.S. Bancorp Add 0.26% 1,830 0.01
☰ AFL - Aflac Inc. Add 0.23% 14 0.00
☰ INTU - Intuit Inc. Add 0.22% 1 0.00
☰ GNRC - Generac Holdings Inc. Add 0.18% 118 0.00
☰ IWR - iShares Russell Mid-Cap ETF Add 0.16% 90 0.00
☰ AEP - American Electric Power Co., Inc. Add 0.14% 259 0.00
☰ PLTR - Palantir Technologies Inc. Add 0.13% 3 0.00
☰ ETN - Eaton Corp. plc Add 0.12% 1 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.09% 10 0.00
☰ PNC - The PNC Financial Services Group, Inc. Add 0.08% 147 0.00
☰ DHR - Danaher Corp. Add 0.06% 1 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.05% 2 0.00
☰ LMT - Lockheed Martin Corp. Buy 22,990 1.06
☰ STZ - Constellation Brands, Inc. Buy 38,878 0.49
☰ TSLA - Tesla, Inc. Buy 595 0.02
☰ UNH - UnitedHealth Group Inc. Buy 745 0.02
☰ AAPL - Apple Inc. Reduce 0.02% 27 0.00
☰ MSFT - Microsoft Corp. Reduce 0.14% 205 0.01
☰ AMZN - Amazon.com, Inc. Reduce 0.15% 188 0.00
☰ META - Meta Platforms, Inc. Reduce 0.26% 72 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 0.29% 400 0.01
☰ BAC - Bank of America Corp. Reduce 0.32% 185 0.00
☰ MS - Morgan Stanley Reduce 0.40% 1,087 0.02
☰ WFC - Wells Fargo & Co. Reduce 0.47% 1,042 0.01
☰ COF - Capital One Financial Corp. Reduce 0.56% 18 0.00
☰ NVDA - NVIDIA Corp. Reduce 0.75% 63 0.00
☰ CVS - CVS Health Corp. Reduce 0.82% 51 0.00
☰ GS - The Goldman Sachs Group, Inc. Reduce 1.04% 301 0.02
☰ XOM - ExxonMobil Holdings Corp. Reduce 1.26% 61 0.00
☰ MRK - Merck & Co., Inc. Reduce 1.54% 45 0.00
☰ COST - Costco Wholesale Corp. Reduce 1.57% 9 0.00
☰ GOOG - Alphabet Inc. Reduce 1.68% 2,741 0.05
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 2.43% 325 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 3.50% 380 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 3.60% 223 0.01
☰ AXP - American Express Co. Reduce 4.60% 148 0.00
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 5.29% 6,717 0.06
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 5.36% 342 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 6.07% 958 0.01
☰ BNY - The Bank of New York Mellon Cor Reduce 6.50% 18,671 0.17
☰ PG - The Procter & Gamble Co. Reduce 8.57% 206 0.00
☰ NUE - Nucor Corp. Reduce 9.19% 248 0.00
☰ PEP - PepsiCo, Inc. Reduce 10.65% 23,488 0.31
☰ QQQM - Invesco NASDAQ 100 ETF Reduce 11.18% 170 0.00
☰ JNJ - Johnson & Johnson Reduce 13.46% 484 0.01
☰ WMT - Walmart Inc. Reduce 13.55% 585 0.01
☰ GD - General Dynamics Corp. Reduce 14.32% 5,166 0.15
☰ CSCO - Cisco Systems, Inc. Reduce 16.69% 26,914 0.19
☰ SCHD - Schwab U.S. Dividend Equity ETF Reduce 21.40% 4,188 0.01
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 24.99% 1,244 0.01
☰ LHX - L3Harris Technologies, Inc. Reduce 25.01% 13,819 0.35
☰ TEL - TE Connectivity plc Reduce 39.01% 30,416 0.52
☰ UNP - Union Pacific Corp. Sell 100.00% 69,866 1.63
☰ PARA - Paramount Global Sell 100.00% 22,890 0.03
☰ BMY - Bristol-Myers Squibb Co. Sell 100.00% 4,729 0.02
☰ CL - Colgate-Palmolive Co. Sell 100.00% 2,383 0.02
☰ PM - Philip Morris International Inc. Sell 100.00% 1,229 0.02
Q2 2025
☰ GNRC - Generac Holdings Inc. Add 185.47% 43,382 0.63
☰ TGT - Target Corp. Add 167.39% 99,054 0.99
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Add 86.11% 5,108 0.04
☰ PEP - PepsiCo, Inc. Add 59.62% 82,343 1.10
☰ LOW - Lowe's Companies, Inc. Add 54.28% 21,206 0.47
☰ VTV - Vanguard Value Index Fund ETF Shares Add 50.33% 4,778 0.09
☰ TMO - Thermo Fisher Scientific Inc. Add 36.06% 5,665 0.23
☰ COF - Capital One Financial Corp. Add 32.39% 782 0.02
☰ SKYX - SKYX Platforms Corp. Add 27.37% 43,333 0.00
☰ SBUX - Starbucks Corp. Add 25.70% 41,852 0.39
☰ GLD - SPDR Gold Shares Add 18.19% 147 0.00
☰ GOOGL - Alphabet Inc. Add 17.57% 581 0.01
☰ V - Visa Inc. Add 16.92% 164 0.01
☰ BMY - Bristol-Myers Squibb Co. Add 15.57% 637 0.00
☰ PNC - The PNC Financial Services Group, Inc. Add 13.16% 22,125 0.42
☰ CMCSA - Comcast Corp. Add 13.02% 101,118 0.34
☰ IJR - iShares Core S&P Small-Cap ETF Add 12.64% 6,150 0.07
☰ FDX - FedEx Corp. Add 12.44% 7,506 0.14
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 10.53% 8,201 0.11
☰ IWF - iShares Russell 1000 Growth ETF Add 10.29% 8,580 0.09
☰ VOO - Vanguard S&P 500 ETF Add 9.34% 2,089 0.12
☰ QCOM - QUALCOMM Inc. Add 8.93% 17,036 0.27
☰ USB - U.S. Bancorp Add 7.78% 51,528 0.24
☰ PYPL - PayPal Holdings, Inc. Add 7.70% 17,348 0.13
☰ GD - General Dynamics Corp. Add 7.26% 2,444 0.07
☰ EFA - iShares MSCI EAFE ETF Add 6.90% 1,019 0.01
☰ TXN - Texas Instruments Inc. Add 6.57% 6,245 0.13
☰ JNJ - Johnson & Johnson Add 6.52% 220 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 6.42% 245 0.00
☰ AMZN - Amazon.com, Inc. Add 5.47% 6,542 0.15
☰ AAPL - Apple Inc. Add 4.54% 6,459 0.13
☰ NEE - NextEra Energy, Inc. Add 4.49% 11,430 0.08
☰ AMGN - Amgen Inc. Add 4.40% 4,284 0.12
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 4.05% 2,517 0.01
☰ MS - Morgan Stanley Add 3.52% 9,164 0.13
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 3.13% 151 0.00
☰ IVV - iShares Core S&P 500 ETF Add 2.99% 94 0.01
☰ GOOG - Alphabet Inc. Add 2.61% 4,156 0.07
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 2.02% 372 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 1.95% 93 0.00
☰ MDT - Medtronic plc Add 1.91% 6,929 0.06
☰ HD - The Home Depot, Inc. Add 1.81% 846 0.03
☰ WMT - Walmart Inc. Add 1.77% 75 0.00
☰ QQQ - Invesco QQQ Trust Add 1.71% 23 0.00
☰ VTI - Vanguard Total Stock Market Index Fund ETF Shares Add 1.62% 50 0.00
☰ TSN - Tyson Foods, Inc. Add 1.38% 2,712 0.02
☰ IWM - iShares Russell 2000 ETF Add 1.23% 132 0.00
☰ IWR - iShares Russell Mid-Cap ETF Add 0.95% 545 0.01
☰ AXP - American Express Co. Add 0.91% 29 0.00
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 0.90% 363 0.00
☰ CVS - CVS Health Corp. Add 0.86% 53 0.00
☰ UNP - Union Pacific Corp. Add 0.66% 456 0.01
☰ MCD - McDonald's Corp. Add 0.37% 4 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.26% 9 0.00
☰ AFL - Aflac Inc. Add 0.18% 11 0.00
☰ SCHD - Schwab U.S. Dividend Equity ETF Add 0.07% 14 0.00
☰ MTB - M&T Bank Corp. Add 0.01% 9 0.00
☰ BAC - Bank of America Corp. Add 0.00% 1 0.00
☰ AMAT - Applied Materials, Inc. Buy 51,071 0.95
☰ FISV - Fiserv, Inc. Buy 9,711 0.17
☰ ASTS - AST SpaceMobile, Inc. Buy 5,900 0.03
☰ AVGO - Broadcom Inc. Buy 1,092 0.03
☰ IJH - iShares Core S&P Mid-Cap ETF Buy 5,511 0.03
☰ PLTR - Palantir Technologies Inc. Buy 2,313 0.03
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Reduce 0.64% 1,336 0.01
☰ MSFT - Microsoft Corp. Reduce 0.66% 950 0.04
☰ WFC - Wells Fargo & Co. Reduce 0.90% 1,986 0.02
☰ MRK - Merck & Co., Inc. Reduce 1.05% 31 0.00
☰ ABBV - AbbVie Inc. Reduce 1.55% 608 0.01
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Reduce 1.88% 22 0.00
☰ LHX - L3Harris Technologies, Inc. Reduce 1.95% 1,099 0.03
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 2.22% 145 0.00
☰ MAVF - Matrix Advisors Value ETF Reduce 2.35% 9,927 0.11
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 3.18% 4,173 0.05
☰ PG - The Procter & Gamble Co. Reduce 3.61% 90 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 3.72% 5,378 0.15
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 4.16% 269 0.02
☰ LLY - Eli Lilly and Co. Reduce 4.41% 15 0.00
☰ SPYG - State Street SPDR Portfolio S&P 500 Growth ETF Reduce 4.46% 140 0.00
☰ META - Meta Platforms, Inc. Reduce 4.49% 1,325 0.08
☰ GS - The Goldman Sachs Group, Inc. Reduce 4.78% 1,455 0.09
☰ CL - Colgate-Palmolive Co. Reduce 6.51% 166 0.00
☰ PARA - Paramount Global Reduce 6.78% 1,665 0.00
☰ PM - Philip Morris International Inc. Reduce 9.77% 133 0.00
☰ TEL - TE Connectivity plc Reduce 12.39% 11,023 0.17
☰ AEP - American Electric Power Co., Inc. Reduce 16.87% 38,740 0.47
☰ NVDA - NVIDIA Corp. Reduce 22.71% 2,475 0.03
☰ IBM - International Business Machines Corp. Reduce 25.60% 289 0.01
☰ BNY - The Bank of New York Mellon Cor Reduce 28.59% 115,006 1.06
☰ CSCO - Cisco Systems, Inc. Reduce 42.05% 117,013 0.79
☰ DG - Dollar General Corp. Sell 100.00% 131,801 1.28
☰ UNH - UnitedHealth Group Inc. Sell 100.00% 17,384 1.00
☰ PFE - Pfizer Inc. Sell 100.00% 318,813 0.89
Q1 2025
☰ LOW - Lowe's Companies, Inc. Add 171.68% 24,689 0.64
☰ PEP - PepsiCo, Inc. Add 114.22% 73,645 1.22
☰ VTV - Vanguard Value Index Fund ETF Shares Add 73.06% 4,008 0.08
☰ DG - Dollar General Corp. Add 62.28% 50,584 0.49
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 45.30% 40,869 0.51
☰ GD - General Dynamics Corp. Add 31.57% 8,073 0.24
☰ PARA - Paramount Global Add 27.16% 5,245 0.01
☰ PFE - Pfizer Inc. Add 25.87% 65,535 0.18
☰ NVDA - NVIDIA Corp. Add 24.28% 2,129 0.03
☰ TSN - Tyson Foods, Inc. Add 17.31% 29,077 0.21
☰ IJR - iShares Core S&P Small-Cap ETF Add 15.30% 6,457 0.07
☰ PG - The Procter & Gamble Co. Add 14.19% 310 0.01
☰ LLY - Eli Lilly and Co. Add 12.58% 38 0.00
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 12.51% 8,656 0.12
☰ MDT - Medtronic plc Add 11.82% 38,297 0.38
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Add 11.34% 604 0.00
☰ VOO - Vanguard S&P 500 ETF Add 11.17% 2,246 0.13
☰ GOOGL - Alphabet Inc. Add 10.75% 321 0.01
☰ NEE - NextEra Energy, Inc. Add 9.60% 22,308 0.17
☰ QCOM - QUALCOMM Inc. Add 9.44% 16,443 0.28
☰ TXN - Texas Instruments Inc. Add 8.61% 7,533 0.15
☰ XOM - ExxonMobil Holdings Corp. Add 7.81% 345 0.00
☰ USB - U.S. Bancorp Add 6.56% 40,788 0.19
☰ QQQ - Invesco QQQ Trust Add 5.73% 73 0.00
☰ IWR - iShares Russell Mid-Cap ETF Add 5.47% 2,976 0.03
☰ PYPL - PayPal Holdings, Inc. Add 5.24% 11,218 0.08
☰ AMGN - Amgen Inc. Add 4.61% 4,292 0.15
☰ IWF - iShares Russell 1000 Growth ETF Add 3.70% 2,972 0.03
☰ MRK - Merck & Co., Inc. Add 2.94% 84 0.00
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 2.72% 1,644 0.01
☰ HD - The Home Depot, Inc. Add 2.64% 1,203 0.05
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 1.42% 2,950 0.02
☰ MSFT - Microsoft Corp. Add 1.41% 1,986 0.08
☰ UNP - Union Pacific Corp. Add 1.00% 689 0.02
☰ IWM - iShares Russell 2000 ETF Add 0.88% 93 0.00
☰ IBM - International Business Machines Corp. Add 0.36% 4 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.35% 12 0.00
☰ MCD - McDonald's Corp. Add 0.28% 3 0.00
☰ CMCSA - Comcast Corp. Add 0.18% 1,426 0.01
☰ AFL - Aflac Inc. Add 0.16% 10 0.00
☰ LHX - L3Harris Technologies, Inc. Add 0.07% 37 0.00
☰ MTB - M&T Bank Corp. Add 0.01% 5 0.00
☰ MAVF - Matrix Advisors Value ETF Buy 422,381 4.50
☰ TGT - Target Corp. Buy 59,175 0.68
☰ GNRC - Generac Holdings Inc. Buy 23,390 0.33
☰ SCHD - Schwab U.S. Dividend Equity ETF Buy 19,557 0.06
☰ QQQM - Invesco NASDAQ 100 ETF Buy 1,520 0.03
☰ PM - Philip Morris International Inc. Buy 1,362 0.02
☰ AEP - American Electric Power Co., Inc. Reduce 0.01% 17 0.00
☰ UNH - UnitedHealth Group Inc. Reduce 0.16% 27 0.00
☰ PNC - The PNC Financial Services Group, Inc. Reduce 0.24% 407 0.01
☰ AAPL - Apple Inc. Reduce 0.46% 651 0.02
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 0.61% 40 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Reduce 0.91% 35 0.00
☰ AMZN - Amazon.com, Inc. Reduce 1.04% 1,252 0.03
☰ CL - Colgate-Palmolive Co. Reduce 1.32% 34 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 1.48% 97 0.01
☰ FDX - FedEx Corp. Reduce 1.80% 1,105 0.03
☰ GOOG - Alphabet Inc. Reduce 1.87% 3,036 0.06
☰ VUG - Vanguard Growth Index Fund ETF Shares Reduce 2.14% 402 0.00
☰ WFC - Wells Fargo & Co. Reduce 2.19% 4,971 0.04
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 2.23% 110 0.00
☰ XLK - State Street Technology Select Sector SPDR ETF Reduce 2.54% 60 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 3.59% 549 0.00
☰ IVV - iShares Core S&P 500 ETF Reduce 3.77% 123 0.01
☰ TEL - TE Connectivity plc Reduce 3.96% 3,670 0.06
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 5.02% 706 0.00
☰ AON - Aon plc Reduce 6.22% 43 0.00
☰ IWD - iShares Russell 1000 Value ETF Reduce 6.49% 430 0.01
☰ MS - Morgan Stanley Reduce 7.16% 20,073 0.28
☰ VWO - Vanguard Emerging Markets Stock Index Fund Reduce 7.16% 3,096 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 7.77% 976 0.05
☰ SPYG - State Street SPDR Portfolio S&P 500 Growth ETF Reduce 8.00% 273 0.00
☰ BAC - Bank of America Corp. Reduce 9.20% 5,869 0.03
☰ VTI - Vanguard Total Stock Market Index Fund ETF Shares Reduce 9.75% 333 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 10.66% 17,245 0.45
☰ GS - The Goldman Sachs Group, Inc. Reduce 11.33% 3,887 0.24
☰ WMT - Walmart Inc. Reduce 12.39% 600 0.01
☰ GLD - SPDR Gold Shares Reduce 16.36% 158 0.00
☰ BNY - The Bank of New York Mellon Cor Reduce 17.78% 87,016 0.73
☰ TMO - Thermo Fisher Scientific Inc. Reduce 19.24% 3,744 0.21
☰ SBUX - Starbucks Corp. Reduce 21.12% 43,608 0.44
☰ META - Meta Platforms, Inc. Reduce 22.22% 8,437 0.54
☰ BMY - Bristol-Myers Squibb Co. Reduce 24.90% 1,357 0.01
☰ INTU - Intuit Inc. Reduce 35.71% 250 0.02
☰ ETN - Eaton Corp. plc Reduce 35.77% 480 0.02
☰ COST - Costco Wholesale Corp. Reduce 35.91% 321 0.03
☰ CSCO - Cisco Systems, Inc. Reduce 49.02% 267,587 1.73
☰ ACN - Accenture plc Reduce 51.96% 860 0.03
☰ ABBV - AbbVie Inc. Reduce 62.40% 64,910 1.26
☰ GILD - Gilead Sciences, Inc. Sell 100.00% 163,338 1.65
☰ RTX - RTX Corp. Sell 100.00% 69,897 0.88
☰ FISV - Fiserv, Inc. Sell 100.00% 31,264 0.70
☰ HUM - Humana Inc. Sell 100.00% 6,598 0.18
☰ BDX - Becton, Dickinson and Co. Sell 100.00% 4,679 0.12
☰ TSLA - Tesla, Inc. Sell 100.00% 833 0.04
☰ ADP - Automatic Data Processing, Inc. Sell 100.00% 1,090 0.03
☰ AVGO - Broadcom Inc. Sell 100.00% 1,060 0.03
☰ LMT - Lockheed Martin Corp. Sell 100.00% 526 0.03
☰ PFS - Provident Finl Svcs Inc Sell 100.00% 13,623 0.03
☰ HON - Honeywell International Inc. Sell 100.00% 909 0.02
Q4 2024
☰ BAC - Bank of America Corp. Add 912.55% 57,500 0.28
☰ BRK.B - Berkshire Hathaway CL B Add 353.03% 9,793 0.48
☰ ACN - Accenture plc Add 105.59% 850 0.03
☰ PEP - PepsiCo, Inc. Add 104.71% 32,980 0.55
☰ AMGN - Amgen Inc. Add 96.05% 45,573 1.30
☰ COST - Costco Wholesale Corp. Add 64.34% 350 0.04
☰ ETN - Eaton Corp. plc Add 59.38% 500 0.02
☰ INTU - Intuit Inc. Add 55.56% 250 0.02
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Add 54.10% 2,304 0.02
☰ VTV - Vanguard Value Index Fund ETF Shares Add 41.50% 1,609 0.03
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Add 34.68% 1,372 0.01
☰ SKYX - SKYX Platforms Corp. Add 21.79% 28,333 0.00
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Add 19.26% 2,270 0.01
☰ IJR - iShares Core S&P Small-Cap ETF Add 17.20% 6,195 0.08
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 14.84% 26,774 0.14
☰ IWR - iShares Russell Mid-Cap ETF Add 8.94% 4,467 0.04
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 7.63% 3,064 0.01
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 5.29% 3,478 0.05
☰ MDT - Medtronic plc Add 5.06% 15,589 0.14
☰ VOO - Vanguard S&P 500 ETF Add 4.10% 792 0.05
☰ QCOM - QUALCOMM Inc. Add 3.93% 6,594 0.11
☰ IWF - iShares Russell 1000 Growth ETF Add 3.58% 2,780 0.03
☰ ABBV - AbbVie Inc. Add 2.73% 2,768 0.05
☰ QQQ - Invesco QQQ Trust Add 2.00% 25 0.00
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 1.85% 1,099 0.01
☰ AAPL - Apple Inc. Add 1.54% 2,161 0.06
☰ UNP - Union Pacific Corp. Add 1.21% 821 0.02
☰ NEE - NextEra Energy, Inc. Add 1.00% 2,289 0.02
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 0.80% 52 0.00
☰ GD - General Dynamics Corp. Add 0.48% 123 0.00
☰ IWD - iShares Russell 1000 Value ETF Add 0.39% 26 0.00
☰ IVV - iShares Core S&P 500 ETF Add 0.37% 12 0.00
☰ MCD - McDonald's Corp. Add 0.28% 3 0.00
☰ EFA - iShares MSCI EAFE ETF Add 0.24% 36 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 0.22% 11 0.00
☰ IWM - iShares Russell 2000 ETF Add 0.20% 21 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.20% 9 0.00
☰ IBM - International Business Machines Corp. Add 0.18% 2 0.00
☰ IWB - iShares Russell 1000 ETF Add 0.14% 1 0.00
☰ PG - The Procter & Gamble Co. Add 0.09% 2 0.00
☰ TSN - Tyson Foods, Inc. Add 0.09% 150 0.00
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Add 0.09% 1 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.08% 3 0.00
☰ TXN - Texas Instruments Inc. Add 0.06% 52 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.06% 2 0.00
☰ DG - Dollar General Corp. Buy 81,217 0.67
☰ HUM - Humana Inc. Buy 6,598 0.18
☰ DCGO - DocGo Inc. Buy 100,000 0.05
☰ ADP - Automatic Data Processing, Inc. Buy 1,090 0.03
☰ AON - Aon plc Buy 691 0.03
☰ AVGO - Broadcom Inc. Buy 1,060 0.03
☰ LMT - Lockheed Martin Corp. Buy 526 0.03
☰ APH - Amphenol Corp. Buy 3,056 0.02
☰ HON - Honeywell International Inc. Buy 920 0.02
☰ LOW - Lowe's Companies, Inc. Reduce 0.06% 9 0.00
☰ MSFT - Microsoft Corp. Reduce 0.08% 116 0.01
☰ AEP - American Electric Power Co., Inc. Reduce 0.16% 366 0.00
☰ AMZN - Amazon.com, Inc. Reduce 0.45% 545 0.01
☰ NVDA - NVIDIA Corp. Reduce 0.45% 40 0.00
☰ VUG - Vanguard Growth Index Fund ETF Shares Reduce 0.51% 96 0.00
☰ USB - U.S. Bancorp Reduce 0.55% 3,412 0.02
☰ CMCSA - Comcast Corp. Reduce 0.57% 4,406 0.02
☰ RTX - RTX Corp. Reduce 0.69% 484 0.01
☰ AXP - American Express Co. Reduce 0.78% 25 0.00
☰ HD - The Home Depot, Inc. Reduce 0.94% 433 0.02
☰ GOOG - Alphabet Inc. Reduce 1.01% 1,650 0.03
☰ FDX - FedEx Corp. Reduce 1.04% 649 0.02
☰ TEL - TE Connectivity plc Reduce 1.17% 1,094 0.02
☰ TMO - Thermo Fisher Scientific Inc. Reduce 1.50% 297 0.02
☰ LHX - L3Harris Technologies, Inc. Reduce 1.56% 895 0.02
☰ SBUX - Starbucks Corp. Reduce 1.66% 3,486 0.04
☰ GOOGL - Alphabet Inc. Reduce 2.48% 76 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 2.99% 4,985 0.12
☰ BMY - Bristol-Myers Squibb Co. Reduce 3.03% 170 0.00
☰ PNC - The PNC Financial Services Group, Inc. Reduce 3.90% 6,845 0.14
☰ WFC - Wells Fargo & Co. Reduce 4.50% 10,679 0.07
☰ PYPL - PayPal Holdings, Inc. Reduce 4.57% 10,245 0.09
☰ BNY - The Bank of New York Mellon Cor Reduce 4.87% 25,068 0.20
☰ CSCO - Cisco Systems, Inc. Reduce 4.94% 28,375 0.17
☰ GS - The Goldman Sachs Group, Inc. Reduce 4.96% 1,792 0.10
☰ MTB - M&T Bank Corp. Reduce 5.49% 5,048 0.10
☰ META - Meta Platforms, Inc. Reduce 6.23% 2,521 0.16
☰ MS - Morgan Stanley Reduce 7.03% 21,203 0.25
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 9.32% 9,268 0.11
☰ GILD - Gilead Sciences, Inc. Reduce 10.09% 18,324 0.17
☰ PFE - Pfizer Inc. Reduce 13.08% 38,127 0.12
☰ FISV - Fiserv, Inc. Reduce 13.09% 4,707 0.09
☰ CVS - CVS Health Corp. Reduce 13.77% 986 0.01
☰ UNH - UnitedHealth Group Inc. Reduce 29.00% 7,112 0.46
☰ PARA - Paramount Global Reduce 59.02% 27,805 0.04
☰ GLD - SPDR Gold Shares Reduce 75.64% 3,000 0.08
☰ BDX - Becton, Dickinson and Co. Reduce 86.74% 38,943 0.82
☰ IT - Gartner, Inc. Sell 100.00% 400 0.02
Q3 2024
☰ VTV - Vanguard Value Index Fund ETF Shares Add 155.07% 2,357 0.05
☰ IVV - iShares Core S&P 500 ETF Add 53.06% 1,128 0.07
☰ BDX - Becton, Dickinson and Co. Add 37.60% 12,268 0.26
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Add 34.10% 1,083 0.01
☰ LOW - Lowe's Companies, Inc. Add 30.29% 3,345 0.10
☰ SKYX - SKYX Platforms Corp. Add 30.00% 30,000 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 23.70% 1,248 0.08
☰ IJR - iShares Core S&P Small-Cap ETF Add 22.85% 6,700 0.09
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Add 21.52% 2,087 0.01
☰ QCOM - QUALCOMM Inc. Add 15.84% 22,921 0.43
☰ GOOGL - Alphabet Inc. Add 14.90% 397 0.01
☰ IWD - iShares Russell 1000 Value ETF Add 14.14% 818 0.02
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 13.61% 21,616 0.13
☰ QQQ - Invesco QQQ Trust Add 12.82% 142 0.01
☰ IWF - iShares Russell 1000 Growth ETF Add 12.07% 8,360 0.09
☰ TSN - Tyson Foods, Inc. Add 11.75% 17,651 0.12
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Add 11.37% 404 0.00
☰ MDT - Medtronic plc Add 11.08% 30,769 0.31
☰ IWR - iShares Russell Mid-Cap ETF Add 10.87% 4,897 0.05
☰ SBUX - Starbucks Corp. Add 9.65% 18,472 0.20
☰ VOO - Vanguard S&P 500 ETF Add 9.54% 1,683 0.10
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 9.18% 5,527 0.08
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Add 8.35% 90 0.00
☰ UNP - Union Pacific Corp. Add 8.07% 5,070 0.14
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 7.02% 2,633 0.01
☰ SPYG - State Street SPDR Portfolio S&P 500 Growth ETF Add 6.20% 199 0.00
☰ AMGN - Amgen Inc. Add 5.28% 2,381 0.09
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 3.38% 618 0.00
☰ CGEN - Compugen Ltd. Add 3.30% 3,000 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 3.23% 154 0.00
☰ PEP - PepsiCo, Inc. Add 3.05% 931 0.02
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 2.90% 1,671 0.01
☰ PG - The Procter & Gamble Co. Add 2.30% 49 0.00
☰ LLY - Eli Lilly and Co. Add 1.68% 5 0.00
☰ AAPL - Apple Inc. Add 1.57% 2,178 0.06
☰ XOM - ExxonMobil Holdings Corp. Add 1.57% 68 0.00
☰ NVDA - NVIDIA Corp. Add 1.23% 107 0.00
☰ JNJ - Johnson & Johnson Add 0.90% 30 0.00
☰ CMCSA - Comcast Corp. Add 0.86% 6,635 0.03
☰ GOOG - Alphabet Inc. Add 0.49% 798 0.01
☰ FDX - FedEx Corp. Add 0.43% 268 0.01
☰ MCD - McDonald's Corp. Add 0.37% 4 0.00
☰ GD - General Dynamics Corp. Add 0.35% 88 0.00
☰ BMY - Bristol-Myers Squibb Co. Add 0.27% 15 0.00
☰ MTB - M&T Bank Corp. Add 0.22% 202 0.00
☰ WFC - Wells Fargo & Co. Add 0.18% 424 0.00
☰ IWM - iShares Russell 2000 ETF Add 0.13% 14 0.00
☰ CSCO - Cisco Systems, Inc. Add 0.07% 386 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.05% 2 0.00
☰ HD - The Home Depot, Inc. Add 0.00% 1 0.00
☰ NUE - Nucor Corp. Buy 2,698 0.05
☰ IBM - International Business Machines Corp. Buy 1,123 0.03
☰ IWN - iShares Russell 2000 Value ETF Buy 1,765 0.03
☰ IT - Gartner, Inc. Buy 400 0.02
☰ TSLA - Tesla, Inc. Buy 833 0.02
☰ NEE - NextEra Energy, Inc. Reduce 0.20% 462 0.00
☰ AEP - American Electric Power Co., Inc. Reduce 0.22% 514 0.01
☰ RTX - RTX Corp. Reduce 0.25% 178 0.00
☰ MSFT - Microsoft Corp. Reduce 0.28% 391 0.02
☰ USB - U.S. Bancorp Reduce 0.30% 1,899 0.01
☰ TXN - Texas Instruments Inc. Reduce 0.33% 286 0.01
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 0.62% 616 0.01
☰ CL - Colgate-Palmolive Co. Reduce 0.65% 17 0.00
☰ MS - Morgan Stanley Reduce 0.73% 2,224 0.03
☰ PNC - The PNC Financial Services Group, Inc. Reduce 0.75% 1,318 0.02
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Reduce 0.80% 28 0.00
☰ AMZN - Amazon.com, Inc. Reduce 0.84% 1,026 0.02
☰ GILD - Gilead Sciences, Inc. Reduce 0.88% 1,615 0.01
☰ BNY - The Bank of New York Mellon Cor Reduce 1.03% 5,378 0.04
☰ TEL - TE Connectivity plc Reduce 1.29% 1,229 0.02
☰ LHX - L3Harris Technologies, Inc. Reduce 1.43% 829 0.02
☰ PYPL - PayPal Holdings, Inc. Reduce 1.43% 3,254 0.02
☰ UNH - UnitedHealth Group Inc. Reduce 1.46% 363 0.02
☰ META - Meta Platforms, Inc. Reduce 1.82% 749 0.05
☰ PFE - Pfizer Inc. Reduce 1.97% 5,851 0.02
☰ TMO - Thermo Fisher Scientific Inc. Reduce 2.16% 436 0.03
☰ V - Visa Inc. Reduce 2.52% 25 0.00
☰ FISV - Fiserv, Inc. Reduce 3.06% 1,137 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 7.88% 14,267 0.34
☰ GS - The Goldman Sachs Group, Inc. Reduce 10.09% 4,053 0.22
☰ ABBV - AbbVie Inc. Reduce 30.28% 43,986 0.90
☰ CVS - CVS Health Corp. Reduce 61.42% 11,400 0.08
☰ PARA - Paramount Global Reduce 85.97% 288,597 0.36
☰ DUK - Duke Energy Corp. Sell 100.00% 64,933 0.78
☰ DCGO - DocGo Inc. Sell 100.00% 100,000 0.04
☰ AON - Aon plc Sell 100.00% 691 0.02
☰ APH - Amphenol Corp. Sell 100.00% 3,056 0.02
Q2 2024
☰ PEP - PepsiCo, Inc. Add 251.90% 21,880 0.43
☰ TSN - Tyson Foods, Inc. Add 180.79% 96,692 0.66
☰ SKYX - SKYX Platforms Corp. Add 53.85% 35,000 0.00
☰ MDT - Medtronic plc Add 52.34% 95,376 0.90
☰ SBUX - Starbucks Corp. Add 39.69% 54,401 0.51
☰ IJR - iShares Core S&P Small-Cap ETF Add 26.60% 6,159 0.08
☰ IWD - iShares Russell 1000 Value ETF Add 20.54% 986 0.02
☰ NVDA - NVIDIA Corp. Add 14.47% 1,100 0.02
☰ CSCO - Cisco Systems, Inc. Add 13.45% 68,020 0.39
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 13.20% 18,511 0.11
☰ IWR - iShares Russell Mid-Cap ETF Add 12.50% 5,006 0.05
☰ VTV - Vanguard Value Index Fund ETF Shares Add 12.34% 167 0.00
☰ AMGN - Amgen Inc. Add 9.33% 3,845 0.14
☰ CMCSA - Comcast Corp. Add 8.39% 59,863 0.26
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 8.19% 4,557 0.06
☰ GOOGL - Alphabet Inc. Add 8.11% 200 0.00
☰ HD - The Home Depot, Inc. Add 7.99% 3,402 0.14
☰ PFE - Pfizer Inc. Add 6.97% 19,377 0.06
☰ UNP - Union Pacific Corp. Add 6.28% 3,715 0.10
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 4.17% 1,501 0.01
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 4.14% 2,295 0.01
☰ IWF - iShares Russell 1000 Growth ETF Add 3.40% 2,276 0.02
☰ QQQ - Invesco QQQ Trust Add 1.74% 19 0.00
☰ ABBV - AbbVie Inc. Add 1.60% 2,291 0.05
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 1.04% 49 0.00
☰ BMY - Bristol-Myers Squibb Co. Add 0.99% 55 0.00
☰ EFA - iShares MSCI EAFE ETF Add 0.95% 144 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.91% 25 0.00
☰ IVV - iShares Core S&P 500 ETF Add 0.81% 17 0.00
☰ PYPL - PayPal Holdings, Inc. Add 0.76% 1,715 0.01
☰ IWM - iShares Russell 2000 ETF Add 0.52% 55 0.00
☰ USB - U.S. Bancorp Add 0.42% 2,635 0.01
☰ MCD - McDonald's Corp. Add 0.28% 3 0.00
☰ PG - The Procter & Gamble Co. Add 0.09% 2 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.05% 2 0.00
☰ LOW - Lowe's Companies, Inc. Buy 11,045 0.29
☰ DCGO - DocGo Inc. Buy 100,000 0.04
☰ AON - Aon plc Buy 691 0.02
☰ APH - Amphenol Corp. Buy 3,056 0.02
☰ PFS - Provident Finl Svcs Inc Buy 13,623 0.02
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.05% 2 0.00
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 0.07% 70 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.17% 9 0.00
☰ UNH - UnitedHealth Group Inc. Reduce 0.39% 97 0.01
☰ DUK - Duke Energy Corp. Reduce 0.46% 297 0.00
☰ AXP - American Express Co. Reduce 0.50% 16 0.00
☰ COST - Costco Wholesale Corp. Reduce 0.55% 3 0.00
☰ RTX - RTX Corp. Reduce 0.58% 414 0.00
☰ AAPL - Apple Inc. Reduce 0.62% 863 0.02
☰ MS - Morgan Stanley Reduce 0.67% 2,049 0.02
☰ NEE - NextEra Energy, Inc. Reduce 0.67% 1,551 0.01
☰ PNC - The PNC Financial Services Group, Inc. Reduce 0.76% 1,350 0.03
☰ MSFT - Microsoft Corp. Reduce 0.94% 1,350 0.07
☰ GOOG - Alphabet Inc. Reduce 0.96% 1,578 0.03
☰ AMZN - Amazon.com, Inc. Reduce 0.98% 1,211 0.03
☰ FDX - FedEx Corp. Reduce 1.03% 643 0.02
☰ MTB - M&T Bank Corp. Reduce 1.12% 1,041 0.02
☰ BDX - Becton, Dickinson and Co. Reduce 1.19% 392 0.01
☰ WFC - Wells Fargo & Co. Reduce 1.22% 2,919 0.02
☰ ACN - Accenture plc Reduce 1.23% 10 0.00
☰ AEP - American Electric Power Co., Inc. Reduce 1.24% 2,900 0.03
☰ TEL - TE Connectivity plc Reduce 1.27% 1,221 0.02
☰ BNY - The Bank of New York Mellon Cor Reduce 1.28% 6,722 0.05
☰ META - Meta Platforms, Inc. Reduce 1.31% 549 0.03
☰ GS - The Goldman Sachs Group, Inc. Reduce 1.52% 618 0.03
☰ TXN - Texas Instruments Inc. Reduce 1.66% 1,481 0.03
☰ JPM - JPMorgan Chase & Co. Reduce 1.73% 3,187 0.08
☰ LHX - L3Harris Technologies, Inc. Reduce 1.79% 1,056 0.03
☰ FISV - Fiserv, Inc. Reduce 1.83% 690 0.01
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Reduce 3.81% 138 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 3.91% 822 0.06
☰ XLK - State Street Technology Select Sector SPDR ETF Reduce 4.07% 100 0.00
☰ VOO - Vanguard S&P 500 ETF Reduce 4.52% 834 0.05
☰ PARA - Paramount Global Reduce 5.66% 20,147 0.03
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 6.51% 675 0.00
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 7.70% 265 0.00
☰ BAC - Bank of America Corp. Reduce 11.39% 810 0.00
☰ QCOM - QUALCOMM Inc. Reduce 21.06% 38,617 0.78
☰ GD - General Dynamics Corp. Reduce 27.80% 9,767 0.33
☰ GILD - Gilead Sciences, Inc. Reduce 41.17% 128,268 1.12
☰ CVS - CVS Health Corp. Reduce 93.46% 265,183 2.53
☰ BA - The Boeing Co. Sell 100.00% 1,094 0.03
☰ IBM - International Business Machines Corp. Sell 100.00% 1,117 0.03
☰ LBAI - Lakeland Bancorp Inc Sell 100.00% 20,876 0.03
☰ NKE - NIKE, Inc. Sell 100.00% 2,139 0.02
Q1 2024
☰ DUK - Duke Energy Corp. Add 339.26% 50,380 0.58
☰ SKYX - SKYX Platforms Corp. Add 333.33% 50,000 0.01
☰ IJR - iShares Core S&P Small-Cap ETF Add 47.65% 7,473 0.10
☰ AEP - American Electric Power Co., Inc. Add 42.82% 69,976 0.72
☰ IWD - iShares Russell 1000 Value ETF Add 33.82% 1,213 0.03
☰ PFE - Pfizer Inc. Add 33.25% 69,339 0.23
☰ UNH - UnitedHealth Group Inc. Add 32.55% 6,135 0.36
☰ IWR - iShares Russell Mid-Cap ETF Add 30.27% 9,302 0.09
☰ RTX - RTX Corp. Add 28.97% 15,941 0.19
☰ FDX - FedEx Corp. Add 28.10% 13,708 0.38
☰ VOO - Vanguard S&P 500 ETF Add 26.79% 3,902 0.22
☰ SBUX - Starbucks Corp. Add 25.46% 27,819 0.30
☰ NEE - NextEra Energy, Inc. Add 23.50% 44,151 0.34
☰ TXN - Texas Instruments Inc. Add 18.59% 13,975 0.29
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 15.67% 7,508 0.03
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 14.86% 18,154 0.11
☰ PYPL - PayPal Holdings, Inc. Add 14.34% 28,328 0.23
☰ IWF - iShares Russell 1000 Growth ETF Add 9.48% 5,800 0.06
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 8.47% 2,813 0.01
☰ USB - U.S. Bancorp Add 8.13% 46,923 0.25
☰ MDT - Medtronic plc Add 7.88% 13,312 0.14
☰ CMCSA - Comcast Corp. Add 5.19% 35,219 0.17
☰ GILD - Gilead Sciences, Inc. Add 4.78% 14,200 0.12
☰ PNC - The PNC Financial Services Group, Inc. Add 2.54% 4,412 0.09
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 2.53% 1,374 0.02
☰ PARA - Paramount Global Add 2.10% 7,330 0.01
☰ BMY - Bristol-Myers Squibb Co. Add 2.00% 109 0.00
☰ CSCO - Cisco Systems, Inc. Add 1.55% 7,733 0.05
☰ QQQ - Invesco QQQ Trust Add 1.40% 15 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.86% 31 0.00
☰ EFA - iShares MSCI EAFE ETF Add 0.62% 93 0.00
☰ IVV - iShares Core S&P 500 ETF Add 0.38% 8 0.00
☰ UNP - Union Pacific Corp. Add 0.35% 206 0.01
☰ AAPL - Apple Inc. Add 0.31% 432 0.01
☰ MTB - M&T Bank Corp. Add 0.19% 172 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.18% 5 0.00
☰ V - Visa Inc. Add 0.10% 1 0.00
☰ TSN - Tyson Foods, Inc. Buy 53,484 0.38
☰ PEP - PepsiCo, Inc. Buy 8,686 0.18
☰ LLY - Eli Lilly and Co. Buy 297 0.03
☰ IWB - iShares Russell 1000 ETF Buy 721 0.02
☰ MS - Morgan Stanley Reduce 0.17% 508 0.01
☰ IWM - iShares Russell 2000 ETF Reduce 1.11% 118 0.00
☰ MSFT - Microsoft Corp. Reduce 1.39% 2,010 0.10
☰ HD - The Home Depot, Inc. Reduce 1.63% 705 0.03
☰ CL - Colgate-Palmolive Co. Reduce 1.89% 50 0.00
☰ BNY - The Bank of New York Mellon Cor Reduce 1.90% 10,216 0.07
☰ JNJ - Johnson & Johnson Reduce 1.91% 65 0.00
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 1.95% 1,991 0.03
☰ VTV - Vanguard Value Index Fund ETF Shares Reduce 2.10% 29 0.00
☰ WFC - Wells Fargo & Co. Reduce 2.11% 5,181 0.03
☰ AMGN - Amgen Inc. Reduce 2.22% 937 0.03
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 2.25% 239 0.00
☰ TEL - TE Connectivity plc Reduce 2.51% 2,473 0.04
☰ CVS - CVS Health Corp. Reduce 2.55% 7,410 0.07
☰ AMZN - Amazon.com, Inc. Reduce 2.73% 3,461 0.07
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 2.88% 102 0.00
☰ GD - General Dynamics Corp. Reduce 2.92% 1,056 0.04
☰ GOOG - Alphabet Inc. Reduce 2.96% 5,021 0.09
☰ GS - The Goldman Sachs Group, Inc. Reduce 2.96% 1,243 0.06
☰ BA - The Boeing Co. Reduce 3.70% 42 0.00
☰ BAC - Bank of America Corp. Reduce 3.92% 290 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 4.07% 224 0.01
☰ XOM - ExxonMobil Holdings Corp. Reduce 4.21% 191 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 4.35% 956 0.06
☰ LHX - L3Harris Technologies, Inc. Reduce 5.64% 3,530 0.09
☰ MCD - McDonald's Corp. Reduce 5.83% 66 0.00
☰ WMT - Walmart Inc. Reduce 5.91% 304 0.00
☰ BDX - Becton, Dickinson and Co. Reduce 7.50% 2,678 0.07
☰ PG - The Procter & Gamble Co. Reduce 9.04% 212 0.00
☰ QCOM - QUALCOMM Inc. Reduce 9.73% 19,756 0.36
☰ JPM - JPMorgan Chase & Co. Reduce 11.51% 23,973 0.52
☰ META - Meta Platforms, Inc. Reduce 12.49% 5,966 0.27
☰ MRK - Merck & Co., Inc. Reduce 12.93% 425 0.01
☰ ABBV - AbbVie Inc. Reduce 13.06% 21,471 0.42
☰ CGEN - Compugen Ltd. Reduce 17.17% 18,823 0.01
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 20.17% 1,193 0.01
☰ IBM - International Business Machines Corp. Reduce 23.23% 338 0.01
☰ FISV - Fiserv, Inc. Reduce 49.97% 37,751 0.64
☰ APD - Air Products and Chemicals, Inc. Sell 100.00% 61,099 2.13
☰ EBAY - eBay Inc. Sell 100.00% 108,362 0.60
☰ TSLA - Tesla, Inc. Sell 100.00% 830 0.03
Q4 2023
☰ NVDA - NVIDIA Corp. Add 32.64% 1,870 0.01
☰ PYPL - PayPal Holdings, Inc. Add 30.20% 45,811 0.36
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 26.59% 21,459 0.33
☰ NEE - NextEra Energy, Inc. Add 19.99% 31,305 0.24
☰ IWD - iShares Russell 1000 Value ETF Add 15.75% 488 0.01
☰ MTB - M&T Bank Corp. Add 15.75% 12,590 0.22
☰ MS - Morgan Stanley Add 12.63% 34,351 0.41
☰ IJR - iShares Core S&P Small-Cap ETF Add 11.33% 1,596 0.02
☰ APD - Air Products and Chemicals, Inc. Add 10.35% 5,730 0.20
☰ VOO - Vanguard S&P 500 ETF Add 9.35% 1,246 0.07
☰ RTX - RTX Corp. Add 7.57% 3,875 0.04
☰ PFE - Pfizer Inc. Add 7.36% 14,305 0.05
☰ LHX - L3Harris Technologies, Inc. Add 6.60% 3,877 0.10
☰ IWR - iShares Russell Mid-Cap ETF Add 5.54% 1,614 0.02
☰ TXN - Texas Instruments Inc. Add 5.08% 3,638 0.08
☰ PNC - The PNC Financial Services Group, Inc. Add 4.18% 6,972 0.14
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 4.16% 2,165 0.03
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 4.13% 1,902 0.01
☰ PG - The Procter & Gamble Co. Add 3.49% 79 0.00
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 2.91% 3,458 0.02
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 2.61% 846 0.00
☰ HD - The Home Depot, Inc. Add 2.26% 957 0.04
☰ ABBV - AbbVie Inc. Add 1.94% 3,125 0.06
☰ SBUX - Starbucks Corp. Add 1.55% 1,663 0.02
☰ IWF - iShares Russell 1000 Growth ETF Add 1.26% 764 0.01
☰ V - Visa Inc. Add 1.12% 11 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 1.11% 30 0.00
☰ MRK - Merck & Co., Inc. Add 0.95% 31 0.00
☰ MDT - Medtronic plc Add 0.88% 1,468 0.02
☰ CSCO - Cisco Systems, Inc. Add 0.55% 2,747 0.02
☰ IVV - iShares Core S&P 500 ETF Add 0.53% 11 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.44% 20 0.00
☰ TSLA - Tesla, Inc. Add 0.36% 3 0.00
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 0.36% 66 0.00
☰ CMCSA - Comcast Corp. Add 0.35% 2,394 0.01
☰ AMGN - Amgen Inc. Add 0.33% 140 0.01
☰ MCD - McDonald's Corp. Add 0.27% 3 0.00
☰ IWM - iShares Russell 2000 ETF Add 0.15% 16 0.00
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Add 0.09% 1 0.00
☰ BAC - Bank of America Corp. Add 0.01% 1 0.00
☰ DUK - Duke Energy Corp. Buy 14,850 0.18
☰ CL - Colgate-Palmolive Co. Buy 2,650 0.03
☰ ETN - Eaton Corp. plc Buy 842 0.03
☰ IBM - International Business Machines Corp. Buy 1,455 0.03
☰ SPYG - State Street SPDR Portfolio S&P 500 Growth ETF Buy 3,212 0.03
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Buy 3,552 0.03
☰ VTV - Vanguard Value Index Fund ETF Shares Buy 1,382 0.03
☰ UNP - Union Pacific Corp. Reduce 0.17% 101 0.00
☰ JNJ - Johnson & Johnson Reduce 0.29% 10 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.29% 16 0.00
☰ BNY - The Bank of New York Mellon Cor Reduce 0.43% 2,330 0.01
☰ UNH - UnitedHealth Group Inc. Reduce 0.66% 125 0.01
☰ AAPL - Apple Inc. Reduce 0.71% 999 0.02
☰ QQQ - Invesco QQQ Trust Reduce 0.83% 9 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 0.90% 137 0.00
☰ GS - The Goldman Sachs Group, Inc. Reduce 0.91% 384 0.02
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 1.17% 126 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 1.20% 267 0.02
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 1.25% 45 0.00
☰ AMZN - Amazon.com, Inc. Reduce 1.27% 1,630 0.03
☰ TEL - TE Connectivity plc Reduce 1.33% 1,334 0.02
☰ QCOM - QUALCOMM Inc. Reduce 1.36% 2,793 0.04
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 1.38% 83 0.00
☰ GOOG - Alphabet Inc. Reduce 1.41% 2,423 0.05
☰ META - Meta Platforms, Inc. Reduce 1.64% 796 0.03
☰ MSFT - Microsoft Corp. Reduce 1.65% 2,434 0.11
☰ COST - Costco Wholesale Corp. Reduce 1.80% 10 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Reduce 1.97% 72 0.00
☰ GOOGL - Alphabet Inc. Reduce 1.99% 50 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 2.10% 4,460 0.09
☰ WFC - Wells Fargo & Co. Reduce 2.11% 5,283 0.03
☰ GILD - Gilead Sciences, Inc. Reduce 2.14% 6,509 0.07
☰ GD - General Dynamics Corp. Reduce 2.31% 855 0.03
☰ XLK - State Street Technology Select Sector SPDR ETF Reduce 2.38% 60 0.00
☰ BDX - Becton, Dickinson and Co. Reduce 3.13% 1,152 0.03
☰ FDX - FedEx Corp. Reduce 4.32% 2,202 0.07
☰ CVS - CVS Health Corp. Reduce 4.95% 15,160 0.15
☰ USB - U.S. Bancorp Reduce 6.50% 40,124 0.19
☰ FISV - Fiserv, Inc. Reduce 7.24% 5,894 0.09
☰ EBAY - eBay Inc. Reduce 10.51% 12,726 0.08
☰ AEP - American Electric Power Co., Inc. Reduce 23.99% 51,566 0.55
☰ PARA - Paramount Global Reduce 37.56% 209,670 0.39
☰ TSN - Tyson Foods, Inc. Sell 100.00% 85,769 0.62
Q3 2023
☰ UNH - UnitedHealth Group Inc. Add 168.82% 11,915 0.85
☰ PFE - Pfizer Inc. Add 71.17% 80,761 0.38
☰ LHX - L3Harris Technologies, Inc. Add 61.64% 22,406 0.56
☰ AEP - American Electric Power Co., Inc. Add 55.00% 76,285 0.82
☰ IJR - iShares Core S&P Small-Cap ETF Add 50.80% 4,746 0.06
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 37.16% 12,463 0.05
☰ PARA - Paramount Global Add 33.60% 140,395 0.26
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 32.78% 19,928 0.32
☰ IWR - iShares Russell Mid-Cap ETF Add 31.63% 6,997 0.07
☰ IWD - iShares Russell 1000 Value ETF Add 27.74% 673 0.02
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 22.24% 9,479 0.14
☰ TXN - Texas Instruments Inc. Add 19.76% 11,806 0.27
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 18.86% 18,827 0.12
☰ IWF - iShares Russell 1000 Growth ETF Add 12.35% 6,644 0.06
☰ GLD - SPDR Gold Shares Add 11.22% 400 0.01
☰ USB - U.S. Bancorp Add 11.07% 61,522 0.29
☰ GOOGL - Alphabet Inc. Add 9.11% 210 0.00
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 6.43% 1,956 0.01
☰ MDT - Medtronic plc Add 6.21% 9,797 0.11
☰ GS - The Goldman Sachs Group, Inc. Add 1.53% 637 0.03
☰ QCOM - QUALCOMM Inc. Add 1.42% 2,881 0.05
☰ IVV - iShares Core S&P 500 ETF Add 1.36% 28 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 1.12% 30 0.00
☰ GILD - Gilead Sciences, Inc. Add 1.04% 3,123 0.03
☰ SBUX - Starbucks Corp. Add 0.66% 703 0.01
☰ UNP - Union Pacific Corp. Add 0.55% 322 0.01
☰ CVS - CVS Health Corp. Add 0.53% 1,613 0.02
☰ BNY - The Bank of New York Mellon Cor Add 0.52% 2,805 0.02
☰ MS - Morgan Stanley Add 0.50% 1,343 0.02
☰ APD - Air Products and Chemicals, Inc. Add 0.34% 190 0.01
☰ ABBV - AbbVie Inc. Add 0.20% 320 0.01
☰ COST - Costco Wholesale Corp. Add 0.18% 1 0.00
☰ TMO - Thermo Fisher Scientific Inc. Add 0.18% 39 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.18% 8 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.14% 5 0.00
☰ HD - The Home Depot, Inc. Add 0.11% 46 0.00
☰ NEE - NextEra Energy, Inc. Buy 156,583 1.28
☰ RTX - RTX Corp. Buy 51,157 0.52
☰ WFC - Wells Fargo & Co. Reduce 0.01% 16 0.00
☰ GD - General Dynamics Corp. Reduce 0.08% 28 0.00
☰ EBAY - eBay Inc. Reduce 0.22% 263 0.00
☰ AMZN - Amazon.com, Inc. Reduce 0.46% 593 0.01
☰ TEL - TE Connectivity plc Reduce 0.57% 575 0.01
☰ GOOG - Alphabet Inc. Reduce 0.59% 1,023 0.02
☰ PNC - The PNC Financial Services Group, Inc. Reduce 0.69% 1,159 0.02
☰ FISV - Fiserv, Inc. Reduce 0.92% 760 0.01
☰ META - Meta Platforms, Inc. Reduce 0.95% 464 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 1.16% 2,488 0.05
☰ MSFT - Microsoft Corp. Reduce 1.17% 1,751 0.08
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 1.19% 129 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 1.76% 272 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 2.04% 115 0.01
☰ IWM - iShares Russell 2000 ETF Reduce 2.09% 227 0.01
☰ AAPL - Apple Inc. Reduce 2.26% 3,229 0.09
☰ VUG - Vanguard Growth Index Fund ETF Shares Reduce 5.56% 1,074 0.01
☰ CSCO - Cisco Systems, Inc. Reduce 6.77% 35,958 0.26
☰ CMCSA - Comcast Corp. Reduce 7.34% 53,552 0.29
☰ SDY - State Street SPDR S&P Dividend ETF Reduce 7.79% 325 0.01
☰ JNJ - Johnson & Johnson Reduce 7.97% 296 0.01
☰ VOO - Vanguard S&P 500 ETF Reduce 10.72% 1,600 0.09
☰ AMGN - Amgen Inc. Reduce 12.73% 6,130 0.19
☰ XLK - State Street Technology Select Sector SPDR ETF Reduce 14.11% 414 0.01
☰ MTB - M&T Bank Corp. Reduce 14.74% 13,821 0.24
☰ MCD - McDonald's Corp. Reduce 14.78% 196 0.01
☰ MRK - Merck & Co., Inc. Reduce 15.32% 589 0.01
☰ PG - The Procter & Gamble Co. Reduce 17.52% 481 0.01
☰ PYPL - PayPal Holdings, Inc. Reduce 20.69% 39,570 0.36
☰ BA - The Boeing Co. Reduce 26.04% 400 0.01
☰ BDX - Becton, Dickinson and Co. Reduce 26.14% 13,044 0.37
☰ FDX - FedEx Corp. Reduce 27.32% 19,166 0.53
☰ QQQ - Invesco QQQ Trust Reduce 50.50% 1,105 0.06
☰ TSN - Tyson Foods, Inc. Reduce 52.60% 95,169 0.67
☰ MRKR - Marker Therapeutics, Inc. Reduce 62.50% 25,000 0.01
☰ VTI - Vanguard Total Stock Market Index Fund ETF Shares Reduce 67.40% 7,064 0.22
☰ TSLA - Tesla, Inc. Reduce 68.77% 1,821 0.07
☰ BKNG - Booking Holdings Inc. Sell 100.00% 129,325 1.92
☰ 41IS - Unilever Plc Sell 100.00% 152,125 1.09
☰ VXF - Vanguard Extended Market Index Fund ETF Shares Sell 100.00% 5,315 0.11
☰ DCGO - DocGo Inc. Sell 100.00% 55,805 0.07
☰ CL - Colgate-Palmolive Co. Sell 100.00% 2,650 0.03
Q2 2023
☰ MCD - McDonald's Corp. Add 72.88% 559 0.02
☰ GD - General Dynamics Corp. Add 63.98% 14,462 0.43
☰ MRKR - Marker Therapeutics, Inc. Add 60.00% 15,000 0.01
☰ IWD - iShares Russell 1000 Value ETF Add 56.21% 873 0.02
☰ LHX - L3Harris Technologies, Inc. Add 48.51% 11,874 0.32
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 36.60% 8,987 0.03
☰ IWR - iShares Russell Mid-Cap ETF Add 28.17% 4,862 0.05
☰ IJR - iShares Core S&P Small-Cap ETF Add 24.25% 1,823 0.03
☰ XOM - ExxonMobil Holdings Corp. Add 22.89% 839 0.01
☰ PG - The Procter & Gamble Co. Add 22.81% 510 0.01
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 19.15% 16,050 0.10
☰ HD - The Home Depot, Inc. Add 17.27% 6,228 0.27
☰ VOO - Vanguard S&P 500 ETF Add 14.40% 1,878 0.11
☰ UNP - Union Pacific Corp. Add 13.99% 7,204 0.20
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 12.54% 3,388 0.02
☰ IWF - iShares Russell 1000 Growth ETF Add 11.62% 5,600 0.05
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 10.55% 4,067 0.06
☰ TXN - Texas Instruments Inc. Add 10.34% 5,598 0.14
☰ TSN - Tyson Foods, Inc. Add 7.56% 12,711 0.09
☰ PNC - The PNC Financial Services Group, Inc. Add 6.94% 10,892 0.19
☰ PYPL - PayPal Holdings, Inc. Add 5.48% 9,945 0.09
☰ APD - Air Products and Chemicals, Inc. Add 5.33% 2,793 0.12
☰ AMGN - Amgen Inc. Add 4.47% 2,059 0.06
☰ AEP - American Electric Power Co., Inc. Add 4.29% 5,701 0.07
☰ TSLA - Tesla, Inc. Add 3.40% 87 0.00
☰ MS - Morgan Stanley Add 2.80% 7,386 0.09
☰ QCOM - QUALCOMM Inc. Add 2.46% 4,865 0.08
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 2.13% 125 0.00
☰ CVS - CVS Health Corp. Add 2.09% 6,229 0.06
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Add 1.97% 210 0.00
☰ 41IS - Unilever Plc Add 1.93% 2,881 0.02
☰ ABBV - AbbVie Inc. Add 1.88% 2,972 0.06
☰ MDT - Medtronic plc Add 1.79% 2,773 0.03
☰ BNY - The Bank of New York Mellon Cor Add 1.65% 8,719 0.05
☰ AMZN - Amazon.com, Inc. Add 1.05% 1,341 0.02
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Add 1.01% 36 0.00
☰ IWM - iShares Russell 2000 ETF Add 0.91% 98 0.00
☰ GS - The Goldman Sachs Group, Inc. Add 0.65% 269 0.01
☰ CSCO - Cisco Systems, Inc. Add 0.54% 2,874 0.02
☰ IVV - iShares Core S&P 500 ETF Add 0.54% 11 0.00
☰ MTB - M&T Bank Corp. Add 0.39% 362 0.01
☰ WFC - Wells Fargo & Co. Add 0.26% 655 0.00
☰ CMCSA - Comcast Corp. Add 0.16% 1,175 0.01
☰ TMO - Thermo Fisher Scientific Inc. Add 0.12% 27 0.00
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Add 0.09% 1 0.00
☰ JPM - JPMorgan Chase & Co. Add 0.07% 148 0.00
☰ EFA - iShares MSCI EAFE ETF Add 0.05% 8 0.00
☰ JNJ - Johnson & Johnson Add 0.03% 1 0.00
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 0.03% 6 0.00
☰ BAC - Bank of America Corp. Add 0.01% 1 0.00
☰ PFE - Pfizer Inc. Buy 113,474 0.57
☰ UNH - UnitedHealth Group Inc. Buy 7,058 0.47
☰ VTI - Vanguard Total Stock Market Index Fund ETF Shares Buy 10,481 0.32
☰ VXF - Vanguard Extended Market Index Fund ETF Shares Buy 5,315 0.11
☰ CL - Colgate-Palmolive Co. Buy 2,650 0.03
☰ NVDA - NVIDIA Corp. Buy 5,730 0.03
☰ EBAY - eBay Inc. Reduce 0.06% 69 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.11% 6 0.00
☰ USB - U.S. Bancorp Reduce 0.21% 1,185 0.01
☰ META - Meta Platforms, Inc. Reduce 0.30% 148 0.00
☰ BMY - Bristol-Myers Squibb Co. Reduce 0.37% 20 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.37% 10 0.00
☰ TEL - TE Connectivity plc Reduce 0.52% 530 0.01
☰ GOOG - Alphabet Inc. Reduce 0.76% 1,322 0.02
☰ AAPL - Apple Inc. Reduce 1.67% 2,435 0.06
☰ FDX - FedEx Corp. Reduce 1.81% 1,293 0.03
☰ V - Visa Inc. Reduce 1.90% 19 0.00
☰ FISV - Fiserv, Inc. Reduce 1.93% 1,616 0.03
☰ BKNG - Booking Holdings Inc. Reduce 2.30% 3,050 0.05
☰ PARA - Paramount Global Reduce 2.71% 11,620 0.04
☰ BDX - Becton, Dickinson and Co. Reduce 4.38% 2,284 0.06
☰ MRK - Merck & Co., Inc. Reduce 4.47% 180 0.00
☰ MSFT - Microsoft Corp. Reduce 4.63% 7,235 0.30
☰ BA - The Boeing Co. Reduce 4.66% 75 0.00
☰ ACN - Accenture plc Reduce 5.12% 44 0.00
☰ WMT - Walmart Inc. Reduce 5.51% 300 0.00
☰ SBUX - Starbucks Corp. Reduce 5.98% 6,805 0.10
☰ GOOGL - Alphabet Inc. Reduce 6.68% 165 0.00
☰ GILD - Gilead Sciences, Inc. Reduce 6.79% 21,894 0.26
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 26.75% 22,197 0.41
☰ COF - Capital One Financial Corp. Reduce 56.15% 3,091 0.04
☰ KO - The Coca-Cola Co. Sell 100.00% 47,710 0.43
Q1 2023
☰ TSN - Tyson Foods, Inc. Add 259.37% 121,416 1.04
☰ DHR - Danaher Corp. Add 118.79% 1,043 0.03
☰ AMZN - Amazon.com, Inc. Add 110.05% 66,992 1.00
☰ PNC - The PNC Financial Services Group, Inc. Add 99.94% 78,446 1.44
☰ HD - The Home Depot, Inc. Add 75.03% 15,463 0.66
☰ MTB - M&T Bank Corp. Add 35.08% 24,255 0.42
☰ META - Meta Platforms, Inc. Add 16.46% 6,948 0.21
☰ AXP - American Express Co. Add 16.20% 450 0.01
☰ AEP - American Electric Power Co., Inc. Add 11.50% 13,719 0.18
☰ IWR - iShares Russell Mid-Cap ETF Add 9.36% 1,477 0.01
☰ USB - U.S. Bancorp Add 9.20% 46,936 0.25
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 8.68% 292 0.01
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Add 7.96% 1,811 0.03
☰ MDT - Medtronic plc Add 6.46% 9,401 0.11
☰ AAPL - Apple Inc. Add 6.14% 8,421 0.20
☰ AMGN - Amgen Inc. Add 6.03% 2,622 0.09
☰ LHX - L3Harris Technologies, Inc. Add 5.80% 1,341 0.04
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 5.44% 4,320 0.03
☰ IWF - iShares Russell 1000 Growth ETF Add 4.99% 2,292 0.02
☰ PYPL - PayPal Holdings, Inc. Add 4.55% 7,884 0.09
☰ VOO - Vanguard S&P 500 ETF Add 4.37% 546 0.03
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Add 3.26% 112 0.00
☰ IJR - iShares Core S&P Small-Cap ETF Add 2.79% 204 0.00
☰ IVV - iShares Core S&P 500 ETF Add 2.76% 55 0.00
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 2.45% 645 0.00
☰ CVS - CVS Health Corp. Add 2.44% 7,123 0.08
☰ GOOG - Alphabet Inc. Add 2.25% 3,839 0.06
☰ BNY - The Bank of New York Mellon Cor Add 1.86% 9,639 0.06
☰ GILD - Gilead Sciences, Inc. Add 1.82% 5,753 0.07
☰ IWM - iShares Russell 2000 ETF Add 1.79% 189 0.00
☰ QQQ - Invesco QQQ Trust Add 1.63% 35 0.00
☰ CMCSA - Comcast Corp. Add 1.34% 9,604 0.05
☰ GD - General Dynamics Corp. Add 1.01% 227 0.01
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Add 0.88% 93 0.00
☰ QCOM - QUALCOMM Inc. Add 0.80% 1,573 0.03
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 0.68% 38 0.00
☰ MS - Morgan Stanley Add 0.58% 1,508 0.02
☰ TXN - Texas Instruments Inc. Add 0.45% 240 0.01
☰ WFC - Wells Fargo & Co. Add 0.36% 885 0.00
☰ TSLA - Tesla, Inc. Add 0.20% 5 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 0.09% 5 0.00
☰ UNP - Union Pacific Corp. Buy 51,484 1.50
☰ ACN - Accenture plc Buy 859 0.04
☰ COST - Costco Wholesale Corp. Buy 556 0.04
☰ NKE - NIKE, Inc. Buy 2,139 0.04
☰ BAC - Bank of America Corp. Buy 7,399 0.03
☰ INTU - Intuit Inc. Buy 450 0.03
☰ MCD - McDonald's Corp. Buy 767 0.03
☰ V - Visa Inc. Buy 1,001 0.03
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Buy 1,076 0.03
☰ XLK - State Street Technology Select Sector SPDR ETF Buy 2,934 0.03
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.03% 6 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 0.09% 14 0.00
☰ TEL - TE Connectivity plc Reduce 0.18% 182 0.00
☰ VUG - Vanguard Growth Index Fund ETF Shares Reduce 0.19% 36 0.00
☰ ABBV - AbbVie Inc. Reduce 0.28% 449 0.01
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Reduce 0.28% 107 0.00
☰ FDX - FedEx Corp. Reduce 0.43% 311 0.01
☰ BDX - Becton, Dickinson and Co. Reduce 0.85% 449 0.01
☰ PG - The Procter & Gamble Co. Reduce 0.89% 20 0.00
☰ GS - The Goldman Sachs Group, Inc. Reduce 1.08% 453 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.28% 35 0.00
☰ CSCO - Cisco Systems, Inc. Reduce 1.31% 7,021 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 1.83% 4,002 0.08
☰ MSFT - Microsoft Corp. Reduce 2.40% 3,840 0.14
☰ SBUX - Starbucks Corp. Reduce 2.72% 3,174 0.05
☰ 41IS - Unilever Plc Reduce 3.01% 4,635 0.03
☰ BKNG - Booking Holdings Inc. Reduce 3.04% 4,150 0.05
☰ MRK - Merck & Co., Inc. Reduce 3.59% 150 0.00
☰ WMT - Walmart Inc. Reduce 3.82% 216 0.00
☰ FISV - Fiserv, Inc. Reduce 5.24% 4,632 0.07
☰ GOOGL - Alphabet Inc. Reduce 5.58% 146 0.00
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 11.42% 10,694 0.20
☰ APD - Air Products and Chemicals, Inc. Reduce 13.97% 8,506 0.39
☰ XOM - ExxonMobil Holdings Corp. Reduce 15.84% 690 0.01
☰ BMY - Bristol-Myers Squibb Co. Reduce 17.89% 1,190 0.01
☰ IWD - iShares Russell 1000 Value ETF Reduce 24.58% 506 0.01
☰ EBAY - eBay Inc. Reduce 25.24% 40,995 0.25
☰ PARA - Paramount Global Reduce 31.22% 194,882 0.49
☰ KO - The Coca-Cola Co. Reduce 61.76% 77,040 0.73
☰ TFC - Truist Financial Corp. Sell 100.00% 480,243 3.10
☰ KMB - Kimberly-Clark Corp. Sell 100.00% 75,683 1.54
☰ SLB - SLB N.V. Sell 100.00% 99,779 0.80
☰ VTI - Vanguard Total Stock Market Index Fund ETF Shares Sell 100.00% 10,481 0.30
☰ VXF - Vanguard Extended Market Index Fund ETF Shares Sell 100.00% 5,315 0.11
☰ CL - Colgate-Palmolive Co. Sell 100.00% 2,650 0.03
Q4 2022
☰ AMZN - Amazon.com, Inc. Add 1035.73% 55,515 0.70
☰ IWR - iShares Russell Mid-Cap ETF Add 159.99% 9,713 0.10
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 41.76% 23,410 0.15
☰ IJR - iShares Core S&P Small-Cap ETF Add 41.71% 2,153 0.03
☰ IWF - iShares Russell 1000 Growth ETF Add 37.97% 12,636 0.10
☰ VOO - Vanguard S&P 500 ETF Add 24.36% 2,448 0.13
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 20.07% 6,464 0.11
☰ IWM - iShares Russell 2000 ETF Add 18.97% 1,686 0.04
☰ HD - The Home Depot, Inc. Add 18.10% 3,158 0.15
☰ MS - Morgan Stanley Add 16.75% 37,562 0.48
☰ AEP - American Electric Power Co., Inc. Add 14.44% 15,050 0.21
☰ PYPL - PayPal Holdings, Inc. Add 13.75% 20,971 0.22
☰ GOOGL - Alphabet Inc. Add 13.74% 316 0.00
☰ WMT - Walmart Inc. Add 5.77% 309 0.00
☰ TXN - Texas Instruments Inc. Add 5.68% 2,900 0.07
☰ IVV - iShares Core S&P 500 ETF Add 4.67% 89 0.00
☰ QCOM - QUALCOMM Inc. Add 4.48% 8,424 0.14
☰ PNC - The PNC Financial Services Group, Inc. Add 3.69% 2,790 0.07
☰ AAPL - Apple Inc. Add 1.86% 2,505 0.05
☰ QQQ - Invesco QQQ Trust Add 0.94% 20 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 0.63% 37 0.00
☰ GOOG - Alphabet Inc. Add 0.30% 510 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.04% 1 0.00
☰ TSN - Tyson Foods, Inc. Buy 46,811 0.44
☰ TCHP - T. Rowe Price Blue Chip Growth ETF Buy 22,744 0.35
☰ VWO - Vanguard Emerging Markets Stock Index Fund Buy 26,379 0.15
☰ BA - The Boeing Co. Buy 1,611 0.05
☰ IWD - iShares Russell 1000 Value ETF Buy 2,059 0.05
☰ CL - Colgate-Palmolive Co. Buy 2,650 0.03
☰ DHR - Danaher Corp. Buy 878 0.03
☰ MSFT - Microsoft Corp. Reduce 0.26% 414 0.02
☰ CVS - CVS Health Corp. Reduce 0.30% 889 0.01
☰ BKNG - Booking Holdings Inc. Reduce 0.46% 625 0.01
☰ 41IS - Unilever Plc Reduce 0.48% 737 0.01
☰ SBUX - Starbucks Corp. Reduce 0.54% 640 0.01
☰ MDT - Medtronic plc Reduce 0.62% 901 0.01
☰ LHX - L3Harris Technologies, Inc. Reduce 0.78% 183 0.01
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.79% 176 0.01
☰ WFC - Wells Fargo & Co. Reduce 0.99% 2,495 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 1.02% 2,258 0.04
☰ USB - U.S. Bancorp Reduce 1.21% 6,232 0.04
☰ TFC - Truist Financial Corp. Reduce 1.31% 6,388 0.05
☰ CSCO - Cisco Systems, Inc. Reduce 1.47% 7,998 0.05
☰ TEL - TE Connectivity plc Reduce 1.48% 1,521 0.03
☰ GD - General Dynamics Corp. Reduce 1.66% 378 0.01
☰ APD - Air Products and Chemicals, Inc. Reduce 1.71% 1,057 0.04
☰ BNY - The Bank of New York Mellon Cor Reduce 2.18% 11,540 0.07
☰ ABBV - AbbVie Inc. Reduce 2.61% 4,245 0.09
☰ FISV - Fiserv, Inc. Reduce 2.64% 2,402 0.04
☰ GS - The Goldman Sachs Group, Inc. Reduce 2.77% 1,194 0.06
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 2.90% 167 0.01
☰ FDX - FedEx Corp. Reduce 2.94% 2,177 0.04
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Reduce 3.28% 114 0.00
☰ BDX - Becton, Dickinson and Co. Reduce 3.41% 1,856 0.05
☰ GILD - Gilead Sciences, Inc. Reduce 3.41% 11,180 0.11
☰ CGEN - Compugen Ltd. Reduce 3.81% 4,344 0.00
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 4.44% 160 0.00
☰ PARA - Paramount Global Reduce 5.91% 39,236 0.12
☰ XOM - ExxonMobil Holdings Corp. Reduce 6.04% 280 0.00
☰ TSLA - Tesla, Inc. Reduce 6.27% 171 0.01
☰ KMB - Kimberly-Clark Corp. Reduce 6.28% 5,074 0.09
☰ KO - The Coca-Cola Co. Reduce 6.29% 8,367 0.08
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 9.45% 9,776 0.17
☰ CMCSA - Comcast Corp. Reduce 9.49% 75,310 0.34
☰ MRK - Merck & Co., Inc. Reduce 14.18% 690 0.01
☰ MTB - M&T Bank Corp. Reduce 18.69% 15,900 0.46
☰ EBAY - eBay Inc. Reduce 19.34% 38,932 0.23
☰ LBAI - Lakeland Bancorp Inc Reduce 22.32% 6,000 0.02
☰ EFA - iShares MSCI EAFE ETF Reduce 24.98% 5,145 0.05
☰ AMGN - Amgen Inc. Reduce 26.19% 15,425 0.57
☰ SLB - SLB N.V. Reduce 26.59% 36,146 0.21
☰ MRKR - Marker Therapeutics, Inc. Reduce 37.50% 15,000 0.01
☰ META - Meta Platforms, Inc. Reduce 38.59% 26,531 0.59
Q3 2022
☰ GILD - Gilead Sciences, Inc. Add 96.43% 161,043 1.63
☰ MRKR - Marker Therapeutics, Inc. Add 60.00% 15,000 0.01
☰ BKNG - Booking Holdings Inc. Add 30.62% 32,150 0.35
☰ APD - Air Products and Chemicals, Inc. Add 25.81% 12,708 0.48
☰ 41IS - Unilever Plc Add 20.38% 26,177 0.19
☰ MS - Morgan Stanley Add 19.03% 35,860 0.46
☰ CGEN - Compugen Ltd. Add 18.75% 18,000 0.00
☰ TXN - Texas Instruments Inc. Add 14.36% 6,407 0.16
☰ ABBV - AbbVie Inc. Add 9.89% 14,646 0.32
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 6.62% 1,999 0.03
☰ FISV - Fiserv, Inc. Add 3.13% 2,754 0.04
☰ IVV - iShares Core S&P 500 ETF Add 1.92% 36 0.00
☰ FDX - FedEx Corp. Add 1.76% 1,282 0.03
☰ VOO - Vanguard S&P 500 ETF Add 1.60% 158 0.01
☰ GD - General Dynamics Corp. Add 1.50% 336 0.01
☰ META - Meta Platforms, Inc. Add 1.47% 994 0.02
☰ SBUX - Starbucks Corp. Add 1.37% 1,592 0.02
☰ PARA - Paramount Global Add 1.31% 8,570 0.03
☰ AMGN - Amgen Inc. Add 1.19% 690 0.03
☰ USB - U.S. Bancorp Add 1.12% 5,709 0.04
☰ BRK.B - Berkshire Hathaway CL B Add 0.81% 22 0.00
☰ EFA - iShares MSCI EAFE ETF Add 0.68% 140 0.00
☰ CMCSA - Comcast Corp. Add 0.25% 2,007 0.01
☰ XOM - ExxonMobil Holdings Corp. Add 0.11% 5 0.00
☰ HD - The Home Depot, Inc. Buy 17,451 0.79
☰ DCGO - DocGo Inc. Buy 55,805 0.09
☰ SKYX - SKYX Platforms Corp. Buy 15,000 0.01
☰ MSFT - Microsoft Corp. Reduce 0.25% 406 0.02
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 0.25% 263 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 0.26% 23 0.00
☰ AAPL - Apple Inc. Reduce 0.37% 496 0.01
☰ EBAY - eBay Inc. Reduce 0.38% 768 0.00
☰ GOOG - Alphabet Inc. Reduce 0.41% 705 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 0.41% 901 0.02
☰ WFC - Wells Fargo & Co. Reduce 0.44% 1,099 0.01
☰ BMY - Bristol-Myers Squibb Co. Reduce 0.52% 35 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.57% 129 0.01
☰ TEL - TE Connectivity plc Reduce 0.65% 674 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.71% 41 0.00
☰ SLB - SLB N.V. Reduce 0.83% 1,142 0.01
☰ GS - The Goldman Sachs Group, Inc. Reduce 0.94% 409 0.02
☰ QQQ - Invesco QQQ Trust Reduce 1.34% 29 0.00
☰ LHX - L3Harris Technologies, Inc. Reduce 1.35% 319 0.01
☰ MTB - M&T Bank Corp. Reduce 1.66% 1,433 0.04
☰ CSCO - Cisco Systems, Inc. Reduce 1.67% 9,218 0.06
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Reduce 1.67% 59 0.00
☰ PG - The Procter & Gamble Co. Reduce 1.78% 41 0.00
☰ PNC - The PNC Financial Services Group, Inc. Reduce 2.14% 1,654 0.04
☰ CVS - CVS Health Corp. Reduce 2.26% 6,758 0.10
☰ KO - The Coca-Cola Co. Reduce 2.45% 3,347 0.03
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Reduce 2.92% 1,689 0.01
☰ JNJ - Johnson & Johnson Reduce 3.03% 116 0.00
☰ QCOM - QUALCOMM Inc. Reduce 3.66% 7,140 0.14
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 3.69% 405 0.00
☰ KMB - Kimberly-Clark Corp. Reduce 3.85% 3,230 0.07
☰ TFC - Truist Financial Corp. Reduce 4.61% 23,527 0.17
☰ IJR - iShares Core S&P Small-Cap ETF Reduce 5.34% 291 0.00
☰ BNY - The Bank of New York Mellon Cor Reduce 6.39% 36,117 0.23
☰ AEP - American Electric Power Co., Inc. Reduce 7.96% 9,010 0.13
☰ BDX - Becton, Dickinson and Co. Reduce 8.46% 5,032 0.15
☰ IWR - iShares Russell Mid-Cap ETF Reduce 9.13% 610 0.01
☰ PYPL - PayPal Holdings, Inc. Reduce 12.90% 22,574 0.24
☰ IWF - iShares Russell 1000 Growth ETF Reduce 15.64% 6,168 0.05
☰ MDT - Medtronic plc Reduce 16.94% 29,844 0.41
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 32.22% 2,772 0.02
☰ VUG - Vanguard Growth Index Fund ETF Shares Reduce 47.36% 17,394 0.10
☰ VZ - Verizon Communications Inc. Sell 100.00% 170,930 1.33
☰ IWD - iShares Russell 1000 Value ETF Sell 100.00% 3,514 0.08
☰ VBK - Vanguard Small-Cap Growth Index Fund ETF Shares Sell 100.00% 1,853 0.06
☰ VWO - Vanguard Emerging Markets Stock Index Fund Sell 100.00% 5,477 0.04
☰ BA - The Boeing Co. Sell 100.00% 1,612 0.03
☰ CL - Colgate-Palmolive Co. Sell 100.00% 2,650 0.03
☰ IBM - International Business Machines Corp. Sell 100.00% 1,485 0.03
Q2 2022
☰ IWD - iShares Russell 1000 Value ETF Add 168.45% 2,205 0.05
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 153.98% 22,266 0.13
☰ PYPL - PayPal Holdings, Inc. Add 133.99% 100,240 1.08
☰ TXN - Texas Instruments Inc. Add 133.56% 25,508 0.60
☰ BNY - The Bank of New York Mellon Cor Add 114.73% 302,139 1.93
☰ IWF - iShares Russell 1000 Growth ETF Add 66.85% 15,804 0.13
☰ MRKR - Marker Therapeutics, Inc. Add 66.67% 10,000 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 51.64% 2,930 0.02
☰ MDT - Medtronic plc Add 47.61% 56,838 0.78
☰ PARA - Paramount Global Add 44.57% 201,930 0.76
☰ CMCSA - Comcast Corp. Add 23.60% 151,156 0.85
☰ TFC - Truist Financial Corp. Add 21.69% 90,926 0.66
☰ MS - Morgan Stanley Add 20.72% 32,335 0.38
☰ VWO - Vanguard Emerging Markets Stock Index Fund Add 19.12% 879 0.01
☰ IWM - iShares Russell 2000 ETF Add 18.88% 1,415 0.04
☰ PNC - The PNC Financial Services Group, Inc. Add 16.64% 11,035 0.27
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Add 16.50% 510 0.00
☰ META - Meta Platforms, Inc. Add 15.69% 9,190 0.23
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Add 15.29% 1,455 0.01
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 14.40% 13,056 0.21
☰ EBAY - eBay Inc. Add 13.15% 23,485 0.15
☰ CSCO - Cisco Systems, Inc. Add 10.62% 53,039 0.35
☰ VOO - Vanguard S&P 500 ETF Add 9.04% 820 0.04
☰ QCOM - QUALCOMM Inc. Add 7.77% 14,084 0.28
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 6.64% 3,597 0.02
☰ AAPL - Apple Inc. Add 5.60% 7,167 0.15
☰ IJR - iShares Core S&P Small-Cap ETF Add 5.56% 287 0.00
☰ MTB - M&T Bank Corp. Add 4.93% 4,062 0.10
☰ USB - U.S. Bancorp Add 4.59% 22,437 0.16
☰ GS - The Goldman Sachs Group, Inc. Add 3.47% 1,461 0.07
☰ IVV - iShares Core S&P 500 ETF Add 2.52% 46 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 2.08% 72 0.00
☰ PG - The Procter & Gamble Co. Add 1.82% 41 0.00
☰ JPM - JPMorgan Chase & Co. Add 1.74% 3,807 0.07
☰ AMZN - Amazon.com, Inc. Add 1.13% 60 0.00
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 0.98% 292 0.00
☰ JNJ - Johnson & Johnson Add 0.92% 35 0.00
☰ GOOGL - Alphabet Inc. Add 0.88% 20 0.00
☰ TEL - TE Connectivity plc Add 0.71% 733 0.01
☰ GOOG - Alphabet Inc. Add 0.47% 800 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 0.47% 27 0.00
☰ WFC - Wells Fargo & Co. Add 0.42% 1,056 0.01
☰ 41IS - Unilever Plc Add 0.39% 497 0.00
☰ AEP - American Electric Power Co., Inc. Add 0.30% 337 0.00
☰ IWR - iShares Russell Mid-Cap ETF Add 0.26% 17 0.00
☰ CVS - CVS Health Corp. Add 0.02% 54 0.00
☰ APD - Air Products and Chemicals, Inc. Buy 49,241 1.82
☰ SBUX - Starbucks Corp. Buy 115,924 1.36
☰ BKNG - Booking Holdings Inc. Buy 105,000 1.13
☰ VBK - Vanguard Small-Cap Growth Index Fund ETF Shares Buy 1,853 0.06
☰ IBM - International Business Machines Corp. Buy 1,485 0.03
☰ MSFT - Microsoft Corp. Reduce 0.00% 5 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.08% 17 0.00
☰ LHX - L3Harris Technologies, Inc. Reduce 0.22% 53 0.00
☰ KMB - Kimberly-Clark Corp. Reduce 0.49% 410 0.01
☰ GD - General Dynamics Corp. Reduce 0.81% 183 0.01
☰ AMGN - Amgen Inc. Reduce 0.84% 496 0.02
☰ CGEN - Compugen Ltd. Reduce 2.28% 2,236 0.00
☰ FDX - FedEx Corp. Reduce 2.40% 1,787 0.04
☰ SLB - SLB N.V. Reduce 4.37% 6,270 0.03
☰ BDX - Becton, Dickinson and Co. Reduce 4.64% 2,894 0.08
☰ EFA - iShares MSCI EAFE ETF Reduce 5.67% 1,229 0.01
☰ BMY - Bristol-Myers Squibb Co. Reduce 6.95% 499 0.00
☰ TSLA - Tesla, Inc. Reduce 9.91% 300 0.01
☰ COF - Capital One Financial Corp. Reduce 13.38% 850 0.01
☰ ABBV - AbbVie Inc. Reduce 17.23% 30,824 0.67
☰ XOM - ExxonMobil Holdings Corp. Reduce 18.12% 1,025 0.01
☰ FISV - Fiserv, Inc. Reduce 28.32% 34,815 0.48
☰ VZ - Verizon Communications Inc. Reduce 39.78% 112,922 0.77
☰ GILD - Gilead Sciences, Inc. Reduce 53.99% 195,980 1.57
☰ KO - The Coca-Cola Co. Reduce 60.12% 205,751 1.71
☰ MRK - Merck & Co., Inc. Reduce 97.12% 164,178 1.82
☰ K - Kellogg Co Sell 100.00% 371,665 3.22
☰ STT - State Street Corp. Sell 100.00% 138,856 1.63
☰ IWN - iShares Russell 2000 Value ETF Sell 100.00% 2,370 0.05
☰ PBCT - Peoples United Financial Inc Sell 100.00% 17,523 0.05
☰ DHR - Danaher Corp. Sell 100.00% 739 0.03
☰ T - AT&T Inc. Sell 100.00% 9,107 0.03
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Sell 100.00% 1,038 0.03
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Sell 100.00% 3,528 0.03
Q1 2022
☰ AEP - American Electric Power Co., Inc. Add 305.61% 85,067 1.14
☰ IWF - iShares Russell 1000 Growth ETF Add 63.35% 9,168 0.09
☰ 41IS - Unilever Plc Add 47.88% 41,427 0.25
☰ BNY - The Bank of New York Mellon Cor Add 42.75% 78,871 0.53
☰ META - Meta Platforms, Inc. Add 37.36% 15,928 0.48
☰ IWR - iShares Russell Mid-Cap ETF Add 23.22% 1,256 0.01
☰ VZ - Verizon Communications Inc. Add 22.03% 51,250 0.35
☰ IWM - iShares Russell 2000 ETF Add 21.20% 1,311 0.04
☰ PARA - Paramount Global Add 19.11% 72,691 0.37
☰ VOO - Vanguard S&P 500 ETF Add 14.10% 1,121 0.06
☰ CMCSA - Comcast Corp. Add 13.76% 77,503 0.46
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 13.58% 10,842 0.19
☰ QCOM - QUALCOMM Inc. Add 11.22% 18,287 0.38
☰ GILD - Gilead Sciences, Inc. Add 10.27% 33,818 0.27
☰ IJR - iShares Core S&P Small-Cap ETF Add 9.70% 457 0.01
☰ USB - U.S. Bancorp Add 9.67% 43,068 0.31
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 9.36% 4,636 0.03
☰ K - Kellogg Co Add 9.24% 31,431 0.27
☰ AMGN - Amgen Inc. Add 9.06% 4,878 0.16
☰ MTB - M&T Bank Corp. Add 8.61% 6,536 0.15
☰ TEL - TE Connectivity plc Add 6.38% 6,159 0.11
☰ TFC - Truist Financial Corp. Add 4.80% 19,187 0.15
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 4.30% 238 0.02
☰ KMB - Kimberly-Clark Corp. Add 3.94% 3,198 0.05
☰ CSCO - Cisco Systems, Inc. Add 3.74% 18,002 0.14
☰ TMO - Thermo Fisher Scientific Inc. Add 2.90% 634 0.05
☰ GD - General Dynamics Corp. Add 2.83% 621 0.02
☰ MRK - Merck & Co., Inc. Add 2.68% 4,419 0.05
☰ AAPL - Apple Inc. Add 1.90% 2,387 0.06
☰ PNC - The PNC Financial Services Group, Inc. Add 1.64% 1,072 0.03
☰ TSLA - Tesla, Inc. Add 1.51% 45 0.00
☰ GS - The Goldman Sachs Group, Inc. Add 1.48% 612 0.03
☰ MSFT - Microsoft Corp. Add 1.40% 2,218 0.09
☰ EBAY - eBay Inc. Add 1.30% 2,284 0.02
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 1.27% 374 0.01
☰ JPM - JPMorgan Chase & Co. Add 1.25% 2,690 0.05
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 1.22% 174 0.00
☰ AMZN - Amazon.com, Inc. Add 1.15% 60 0.00
☰ QQQ - Invesco QQQ Trust Add 0.98% 21 0.00
☰ FISV - Fiserv, Inc. Add 0.94% 1,149 0.02
☰ IVV - iShares Core S&P 500 ETF Add 0.88% 16 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.76% 26 0.00
☰ FDX - FedEx Corp. Add 0.55% 408 0.01
☰ GOOG - Alphabet Inc. Add 0.37% 620 0.01
☰ WFC - Wells Fargo & Co. Add 0.28% 709 0.00
☰ LHX - L3Harris Technologies, Inc. Add 0.26% 62 0.00
☰ BDX - Becton, Dickinson and Co. Add 0.07% 41 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.07% 2 0.00
☰ MS - Morgan Stanley Add 0.01% 16 0.00
☰ MDT - Medtronic plc Buy 119,377 1.78
☰ PYPL - PayPal Holdings, Inc. Buy 74,812 1.16
☰ TXN - Texas Instruments Inc. Buy 19,098 0.47
☰ PBCT - Peoples United Financial Inc Buy 17,523 0.05
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Buy 9,513 0.05
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Buy 3,090 0.03
☰ IWD - iShares Russell 1000 Value ETF Buy 1,309 0.03
☰ VWO - Vanguard Emerging Markets Stock Index Fund Buy 4,598 0.03
☰ STT - State Street Corp. Reduce 0.12% 172 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 0.16% 9 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 0.20% 43 0.00
☰ SLB - SLB N.V. Reduce 0.80% 1,156 0.00
☰ GOOGL - Alphabet Inc. Reduce 3.39% 80 0.00
☰ T - AT&T Inc. Reduce 10.77% 1,456 0.00
☰ BMY - Bristol-Myers Squibb Co. Reduce 12.19% 997 0.01
☰ CVS - CVS Health Corp. Reduce 13.26% 45,709 0.61
☰ KO - The Coca-Cola Co. Reduce 16.99% 70,019 0.54
☰ ABBV - AbbVie Inc. Reduce 23.31% 54,381 0.96
☰ XOM - ExxonMobil Holdings Corp. Reduce 26.84% 2,075 0.02
☰ CVX - Chevron Corp. Sell 100.00% 124,415 1.90
☰ PEP - PepsiCo, Inc. Sell 100.00% 81,630 1.84
☰ GIS - General Mills, Inc. Sell 100.00% 150,710 1.32
☰ ED - Consolidated Edison, Inc. Sell 100.00% 100,141 1.11
Q4 2021
☰ 41IS - Unilever Plc Add 1050.77% 78,997 0.56
☰ IWR - iShares Russell Mid-Cap ETF Add 94.39% 2,626 0.03
☰ AMGN - Amgen Inc. Add 71.29% 22,400 0.66
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 46.86% 15,801 0.11
☰ BDX - Becton, Dickinson and Co. Add 46.57% 19,816 0.50
☰ IJR - iShares Core S&P Small-Cap ETF Add 35.90% 1,244 0.02
☰ FISV - Fiserv, Inc. Add 31.32% 29,038 0.39
☰ IWF - iShares Russell 1000 Growth ETF Add 29.08% 3,260 0.03
☰ CMCSA - Comcast Corp. Add 27.65% 121,985 0.75
☰ VOO - Vanguard S&P 500 ETF Add 23.62% 1,519 0.09
☰ FDX - FedEx Corp. Add 17.62% 11,091 0.30
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 15.82% 10,903 0.17
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 8.04% 2,199 0.03
☰ BNY - The Bank of New York Mellon Cor Add 7.74% 13,252 0.10
☰ PARA - Viacomcbs Inc Add 6.72% 23,957 0.09
☰ AMZN - Amazon.com, Inc. Add 3.97% 200 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 3.06% 169 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 2.86% 116 0.00
☰ SLB - SLB N.V. Add 2.74% 3,851 0.01
☰ MTB - M&T Bank Corp. Add 2.24% 1,659 0.03
☰ USB - U.S. Bancorp Add 1.98% 8,662 0.06
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Add 1.86% 19 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 1.71% 93 0.01
☰ KMB - Kimberly-Clark Corp. Add 1.52% 1,218 0.02
☰ TFC - Truist Financial Corp. Add 1.42% 5,605 0.04
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Add 1.38% 48 0.00
☰ CSCO - Cisco Systems, Inc. Add 1.30% 6,164 0.05
☰ KO - The Coca-Cola Co. Add 1.27% 5,151 0.04
☰ GD - General Dynamics Corp. Add 1.23% 267 0.01
☰ CVS - CVS Health Corp. Add 0.94% 3,219 0.04
☰ META - Meta Platforms, Inc. Add 0.92% 390 0.02
☰ PNC - The PNC Financial Services Group, Inc. Add 0.58% 374 0.01
☰ GIS - General Mills, Inc. Add 0.35% 519 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.32% 25 0.00
☰ EFA - iShares MSCI EAFE ETF Add 0.22% 48 0.00
☰ JPM - JPMorgan Chase & Co. Add 0.21% 459 0.01
☰ ABBV - AbbVie Inc. Add 0.07% 156 0.00
☰ AEP - American Electric Power Co., Inc. Buy 27,835 0.32
☰ GLD - SPDR Gold Shares Buy 3,566 0.08
☰ IWN - iShares Russell 2000 Value ETF Buy 2,370 0.05
☰ T - AT&T Inc. Buy 13,514 0.03
☰ MRKR - Marker Therapeutics, Inc. Buy 15,000 0.02
☰ BMY - Bristol-Myers Squibb Co. Reduce 0.11% 9 0.00
☰ QCOM - QUALCOMM Inc. Reduce 0.12% 194 0.00
☰ EBAY - eBay Inc. Reduce 0.15% 260 0.00
☰ WFC - Wells Fargo & Co. Reduce 0.19% 465 0.00
☰ AAPL - Apple Inc. Reduce 0.28% 358 0.01
☰ MS - Morgan Stanley Reduce 0.60% 944 0.01
☰ QQQ - Invesco QQQ Trust Reduce 0.65% 14 0.00
☰ STT - State Street Corp. Reduce 0.70% 985 0.01
☰ LHX - L3Harris Technologies, Inc. Reduce 0.72% 171 0.01
☰ BA - The Boeing Co. Reduce 0.80% 13 0.00
☰ TEL - TE Connectivity plc Reduce 0.80% 777 0.02
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.92% 202 0.02
☰ GOOG - Alphabet Inc. Reduce 0.95% 1,620 0.03
☰ MSFT - Microsoft Corp. Reduce 1.12% 1,805 0.07
☰ GS - The Goldman Sachs Group, Inc. Reduce 1.29% 543 0.03
☰ CVX - Chevron Corp. Reduce 1.41% 1,785 0.03
☰ IVV - iShares Core S&P 500 ETF Reduce 1.58% 29 0.00
☰ VZ - Verizon Communications Inc. Reduce 2.43% 5,795 0.04
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Reduce 2.80% 99 0.00
☰ TSLA - Tesla, Inc. Reduce 4.70% 147 0.01
☰ MRK - Merck & Co., Inc. Reduce 5.93% 10,376 0.11
☰ GILD - Gilead Sciences, Inc. Reduce 6.38% 22,445 0.22
☰ CGEN - Compugen Ltd. Reduce 6.65% 7,000 0.01
☰ COF - Capital One Financial Corp. Reduce 7.23% 495 0.01
☰ K - Kellogg Co Reduce 7.26% 26,624 0.24
☰ PG - The Procter & Gamble Co. Reduce 18.41% 509 0.01
☰ IWM - iShares Russell 2000 ETF Reduce 20.22% 1,568 0.05
☰ ED - Consolidated Edison, Inc. Reduce 21.29% 27,091 0.28
☰ PEP - PepsiCo, Inc. Reduce 28.13% 31,947 0.68
☰ PNW - Pinnacle West Capital Corp. Sell 100.00% 238,058 2.43
☰ LGVN - Longeveron Inc Sell 100.00% 86,400 0.04
Q3 2021
☰ VTI - Vanguard Total Stock Market Index Fund ETF Shares Add 206.73% 7,064 0.22
☰ BNY - The Bank of New York Mellon Cor Add 177.53% 109,534 0.80
☰ LGVN - Longeveron Inc Add 146.86% 5,140 0.02
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 123.43% 18,626 0.13
☰ QQQ - Invesco QQQ Trust Add 106.02% 1,109 0.06
☰ IJR - iShares Core S&P Small-Cap ETF Add 84.50% 1,587 0.02
☰ IWF - iShares Russell 1000 Growth ETF Add 47.29% 3,600 0.04
☰ BA - The Boeing Co. Add 22.64% 300 0.01
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 14.42% 1,800 0.01
☰ AMGN - Amgen Inc. Add 12.83% 3,573 0.11
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 12.52% 3,041 0.04
☰ ED - Consolidated Edison, Inc. Add 12.16% 13,794 0.14
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 12.00% 591 0.01
☰ FISV - Fiserv, Inc. Add 11.70% 9,710 0.15
☰ IVV - iShares Core S&P 500 ETF Add 7.36% 126 0.01
☰ BDX - Becton, Dickinson and Co. Add 6.21% 2,489 0.07
☰ FDX - FedEx Corp. Add 4.97% 2,977 0.07
☰ MTB - M&T Bank Corp. Add 4.52% 3,211 0.07
☰ QCOM - QUALCOMM Inc. Add 4.18% 6,539 0.12
☰ IWM - iShares Russell 2000 ETF Add 4.15% 309 0.01
☰ TFC - Truist Financial Corp. Add 4.01% 15,205 0.13
☰ AAPL - Apple Inc. Add 3.91% 4,732 0.09
☰ PARA - Viacomcbs Inc Add 3.74% 12,834 0.07
☰ GOOGL - Alphabet Inc. Add 3.51% 80 0.00
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 3.14% 2,095 0.04
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 3.01% 159 0.01
☰ KO - The Coca-Cola Co. Add 2.10% 8,383 0.06
☰ USB - U.S. Bancorp Add 1.82% 7,801 0.07
☰ PNW - Pinnacle West Capital Corp. Add 1.69% 3,957 0.04
☰ STT - State Street Corp. Add 1.64% 2,259 0.03
☰ VZ - Verizon Communications Inc. Add 1.60% 3,748 0.03
☰ PNC - The PNC Financial Services Group, Inc. Add 1.49% 955 0.03
☰ WFC - Wells Fargo & Co. Add 1.39% 3,454 0.02
☰ GIS - General Mills, Inc. Add 1.33% 1,978 0.02
☰ CVX - Chevron Corp. Add 1.28% 1,594 0.02
☰ MRK - Merck & Co., Inc. Add 1.24% 2,148 0.02
☰ KMB - Kimberly-Clark Corp. Add 1.09% 865 0.02
☰ CMCSA - Comcast Corp. Add 1.07% 4,668 0.03
☰ K - Kellogg Co Add 0.88% 3,196 0.03
☰ ABBV - AbbVie Inc. Add 0.79% 1,825 0.03
☰ SLB - SLB N.V. Add 0.65% 908 0.00
☰ GD - General Dynamics Corp. Add 0.56% 121 0.00
☰ CVS - CVS Health Corp. Add 0.51% 1,728 0.02
☰ META - Meta Platforms, Inc. Add 0.48% 201 0.01
☰ GILD - Gilead Sciences, Inc. Add 0.47% 1,632 0.02
☰ JPM - JPMorgan Chase & Co. Add 0.34% 730 0.02
☰ CSCO - Cisco Systems, Inc. Add 0.29% 1,392 0.01
☰ MSFT - Microsoft Corp. Add 0.22% 346 0.01
☰ TEL - TE Connectivity plc Add 0.13% 131 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.13% 10 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.11% 4 0.00
☰ BMY - Bristol-Myers Squibb Co. Add 0.07% 6 0.00
☰ WMT - Walmart Inc. Add 0.06% 3 0.00
☰ PEP - PepsiCo, Inc. Add 0.04% 47 0.00
☰ TMO - Thermo Fisher Scientific Inc. Add 0.01% 2 0.00
☰ VOO - Vanguard S&P 500 ETF Buy 6,430 0.36
☰ VXF - Vanguard Extended Market Index Fund ETF Shares Buy 5,315 0.14
☰ DHR - Danaher Corp. Buy 834 0.03
☰ IWR - iShares Russell Mid-Cap ETF Buy 2,782 0.03
☰ GS - The Goldman Sachs Group, Inc. Reduce 0.50% 213 0.01
☰ MS - Morgan Stanley Reduce 0.51% 800 0.01
☰ LHX - L3Harris Technologies, Inc. Reduce 0.59% 142 0.00
☰ GOOG - Alphabet Inc. Reduce 0.67% 1,160 0.02
☰ EBAY - eBay Inc. Reduce 1.58% 2,842 0.03
☰ JNJ - Johnson & Johnson Reduce 7.44% 305 0.01
☰ EFA - iShares MSCI EAFE ETF Reduce 23.65% 6,715 0.08
☰ DUK - Duke Energy Corp. Sell 100.00% 52,978 0.75
☰ DISCA - Discovery Inc Sell 100.00% 10,000 0.04
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Sell 100.00% 1,938 0.03
☰ T - AT&T Inc. Sell 100.00% 7,017 0.03
Q2 2021
☰ PARA - Viacomcbs Inc Add 154.68% 208,662 1.35
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Add 125.09% 8,386 0.06
☰ FISV - Fiserv, Inc. Add 71.37% 34,573 0.53
☰ AMGN - Amgen Inc. Add 67.43% 11,216 0.39
☰ BDX - Becton, Dickinson and Co. Add 58.25% 14,746 0.39
☰ IWF - iShares Russell 1000 Growth ETF Add 53.96% 2,668 0.02
☰ MTB - M&T Bank Corp. Add 44.86% 21,993 0.46
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 35.68% 929 0.02
☰ CMCSA - Comcast Corp. Add 26.17% 90,534 0.69
☰ KMB - Kimberly-Clark Corp. Add 21.29% 13,889 0.27
☰ LGVN - Longeveron Inc Add 16.67% 500 0.01
☰ MRK - Merck & Co., Inc. Add 16.25% 24,164 0.27
☰ QCOM - QUALCOMM Inc. Add 15.34% 20,825 0.43
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 15.21% 3,207 0.05
☰ VZ - Verizon Communications Inc. Add 11.98% 25,110 0.20
☰ VTI - Vanguard Total Stock Market Index Fund ETF Shares Add 8.44% 266 0.01
☰ SDY - State Street SPDR S&P Dividend ETF Add 6.43% 245 0.00
☰ KO - The Coca-Cola Co. Add 4.60% 17,535 0.14
☰ TFC - Truist Financial Corp. Add 3.92% 14,296 0.11
☰ ED - Consolidated Edison, Inc. Add 3.22% 3,537 0.04
☰ USB - U.S. Bancorp Add 2.82% 11,746 0.10
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 2.01% 104 0.01
☰ IVV - iShares Core S&P 500 ETF Add 1.30% 22 0.00
☰ PNC - The PNC Financial Services Group, Inc. Add 1.28% 808 0.02
☰ TMO - Thermo Fisher Scientific Inc. Add 1.07% 233 0.02
☰ IWM - iShares Russell 2000 ETF Add 0.65% 48 0.00
☰ AAPL - Apple Inc. Add 0.50% 601 0.01
☰ BMY - Bristol-Myers Squibb Co. Add 0.27% 22 0.00
☰ LHX - L3Harris Technologies, Inc. Add 0.18% 42 0.00
☰ PNW - Pinnacle West Capital Corp. Add 0.10% 234 0.00
☰ QQQ - Invesco QQQ Trust Add 0.10% 1 0.00
☰ ABBV - AbbVie Inc. Add 0.01% 22 0.00
☰ BNY - The Bank of New York Mellon Cor Buy 61,700 0.45
☰ DISCA - Discovery Inc Buy 10,000 0.04
☰ IJR - iShares Core S&P Small-Cap ETF Buy 1,878 0.03
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Buy 5,814 0.03
☰ VO - Vanguard Mid-Cap Index Fund ETF Shares Buy 3,480 0.03
☰ GIS - General Mills, Inc. Reduce 0.06% 91 0.00
☰ PEP - PepsiCo, Inc. Reduce 0.12% 138 0.00
☰ K - Kellogg Co Reduce 0.18% 668 0.01
☰ GILD - Gilead Sciences, Inc. Reduce 0.21% 731 0.01
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 0.43% 288 0.01
☰ EFA - iShares MSCI EAFE ETF Reduce 0.51% 146 0.00
☰ CSCO - Cisco Systems, Inc. Reduce 0.53% 2,524 0.02
☰ META - Meta Platforms, Inc. Reduce 0.55% 234 0.01
☰ STT - State Street Corp. Reduce 0.60% 829 0.01
☰ SLB - SLB N.V. Reduce 0.73% 1,027 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.79% 1,707 0.04
☰ CVS - CVS Health Corp. Reduce 0.86% 2,930 0.03
☰ GD - General Dynamics Corp. Reduce 0.92% 201 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.95% 26 0.00
☰ FDX - FedEx Corp. Reduce 1.57% 954 0.03
☰ TEL - TE Connectivity plc Reduce 1.57% 1,551 0.03
☰ CGEN - Compugen Ltd. Reduce 1.65% 1,764 0.00
☰ GOOGL - Alphabet Inc. Reduce 1.72% 40 0.00
☰ MSFT - Microsoft Corp. Reduce 1.82% 2,977 0.10
☰ MS - Morgan Stanley Reduce 1.85% 2,976 0.03
☰ WFC - Wells Fargo & Co. Reduce 1.89% 4,762 0.03
☰ EBAY - eBay Inc. Reduce 1.91% 3,498 0.03
☰ GOOG - Alphabet Inc. Reduce 2.55% 4,500 0.07
☰ AXP - American Express Co. Reduce 2.97% 85 0.00
☰ GS - The Goldman Sachs Group, Inc. Reduce 3.03% 1,319 0.06
☰ JNJ - Johnson & Johnson Reduce 3.16% 134 0.00
☰ CVX - Chevron Corp. Reduce 3.40% 4,380 0.07
☰ PG - The Procter & Gamble Co. Reduce 19.62% 675 0.01
☰ XOM - ExxonMobil Holdings Corp. Reduce 23.70% 2,390 0.02
☰ DUK - Duke Energy Corp. Reduce 33.90% 27,166 0.39
☰ COF - Capital One Financial Corp. Reduce 85.75% 41,210 0.78
☰ T - AT&T Inc. Reduce 98.06% 470,173 1.61
☰ MDLZ - Mondelez International, Inc. Sell 100.00% 136,606 1.19
☰ JPST - JPMorgan Ultra-Short Income ETF Sell 100.00% 105,734 0.80
☰ MET - MetLife, Inc. Sell 100.00% 75,230 0.68
☰ JMST - J P Morgan Exchange-Traded F Sell 100.00% 62,362 0.47
☰ ISTB - Ishares Tr Sell 100.00% 58,051 0.44
☰ IGSB - Ishares Tr Sell 100.00% 34,462 0.28
☰ SUB - Ishares Tr Sell 100.00% 13,996 0.23
☰ SHY - Ishares Tr Sell 100.00% 13,134 0.17
☰ MUNI - Pimco Etf Tr Sell 100.00% 8,915 0.07
☰ UPS - United Parcel Service, Inc. Sell 100.00% 2,375 0.06
☰ IGIB - Ishares Tr Sell 100.00% 5,283 0.05
☰ BSV - Vanguard Short-Term Bond Index Fund ETF Shares Sell 100.00% 3,217 0.04
☰ IEI - iShares 3-7 Year Treasury Bond ETF Sell 100.00% 1,820 0.04
Q1 2021
☰ GD - General Dynamics Corp. Add 489.35% 18,096 0.49
☰ USB - U.S. Bancorp Add 262.53% 301,999 2.49
☰ PNW - Pinnacle West Capital Corp. Add 183.69% 151,429 1.84
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 120.03% 11,504 0.17
☰ FISV - Fiserv, Inc. Add 119.55% 26,379 0.47
☰ MTB - M&T Bank Corp. Add 110.48% 25,732 0.58
☰ IGSB - Ishares Tr Add 86.40% 15,974 0.13
☰ PEP - PepsiCo, Inc. Add 79.43% 50,320 1.06
☰ ISTB - Ishares Tr Add 70.07% 23,918 0.18
☰ JMST - J P Morgan Exchange-Traded F Add 68.66% 25,386 0.19
☰ KO - The Coca-Cola Co. Add 60.50% 143,677 1.13
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 60.32% 4,698 0.03
☰ LHX - L3Harris Technologies, Inc. Add 58.41% 8,812 0.27
☰ JPST - JPMorgan Ultra-Short Income ETF Add 39.26% 29,810 0.23
☰ ED - Consolidated Edison, Inc. Add 25.98% 22,661 0.25
☰ VZ - Verizon Communications Inc. Add 22.45% 38,421 0.33
☰ IWM - iShares Russell 2000 ETF Add 19.02% 1,182 0.04
☰ MRK - Merck & Co., Inc. Add 17.32% 21,946 0.24
☰ GILD - Gilead Sciences, Inc. Add 16.79% 50,430 0.49
☰ IGIB - Ishares Tr Add 13.27% 619 0.01
☰ CMCSA - Comcast Corp. Add 12.34% 37,986 0.29
☰ K - Kellogg Co Add 8.20% 27,626 0.26
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 7.56% 183 0.00
☰ DUK - Duke Energy Corp. Add 7.10% 5,314 0.08
☰ GIS - General Mills, Inc. Add 7.05% 9,769 0.09
☰ KMB - Kimberly-Clark Corp. Add 6.49% 3,975 0.08
☰ QQQ - Invesco QQQ Trust Add 6.42% 63 0.00
☰ PG - The Procter & Gamble Co. Add 5.68% 185 0.00
☰ T - AT&T Inc. Add 4.80% 21,974 0.08
☰ IVV - iShares Core S&P 500 ETF Add 4.13% 67 0.00
☰ CVS - CVS Health Corp. Add 2.61% 8,718 0.10
☰ IEI - iShares 3-7 Year Treasury Bond ETF Add 1.96% 35 0.00
☰ QCOM - QUALCOMM Inc. Add 1.83% 2,437 0.05
☰ PNC - The PNC Financial Services Group, Inc. Add 1.82% 1,129 0.03
☰ SHY - Ishares Tr Add 1.74% 224 0.00
☰ ABBV - AbbVie Inc. Add 1.51% 3,449 0.06
☰ CGEN - Compugen Ltd. Add 1.42% 1,500 0.00
☰ BSV - Vanguard Short-Term Bond Index Fund ETF Shares Add 1.10% 35 0.00
☰ TFC - Truist Financial Corp. Add 1.03% 3,727 0.03
☰ CVX - Chevron Corp. Add 0.74% 949 0.01
☰ SLB - SLB N.V. Add 0.63% 884 0.00
☰ JPM - JPMorgan Chase & Co. Add 0.42% 900 0.02
☰ META - Meta Platforms, Inc. Add 0.28% 120 0.01
☰ CSCO - Cisco Systems, Inc. Add 0.15% 693 0.01
☰ BDX - Becton, Dickinson and Co. Buy 25,316 0.70
☰ AMGN - Amgen Inc. Buy 16,633 0.62
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Buy 5,185 0.37
☰ TSLA - Tesla, Inc. Buy 3,129 0.10
☰ 41IS - Unilever Plc Buy 7,518 0.06
☰ VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares Buy 6,704 0.05
☰ IWF - iShares Russell 1000 Growth ETF Buy 4,944 0.04
☰ LGVN - Longeveron Inc Buy 3,000 0.03
☰ VB - Vanguard Small-Cap Index Fund ETF Shares Buy 1,019 0.03
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.05% 11 0.00
☰ WFC - Wells Fargo & Co. Reduce 0.05% 124 0.00
☰ AAPL - Apple Inc. Reduce 0.40% 481 0.01
☰ FDX - FedEx Corp. Reduce 0.90% 552 0.02
☰ MSFT - Microsoft Corp. Reduce 1.42% 2,345 0.09
☰ GOOG - Alphabet Inc. Reduce 1.47% 2,640 0.04
☰ STT - State Street Corp. Reduce 1.51% 2,130 0.03
☰ TEL - TE Connectivity plc Reduce 1.63% 1,638 0.03
☰ GS - The Goldman Sachs Group, Inc. Reduce 2.53% 1,130 0.05
☰ MDLZ - Mondelez International, Inc. Reduce 2.53% 3,549 0.03
☰ EBAY - eBay Inc. Reduce 2.63% 4,947 0.04
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.26% 92 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 5.57% 595 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 5.84% 1,770 0.02
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 5.95% 4,249 0.11
☰ GOOGL - Alphabet Inc. Reduce 7.20% 180 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 10.75% 593 0.01
☰ BMY - Bristol-Myers Squibb Co. Reduce 23.43% 2,497 0.03
☰ MS - Morgan Stanley Reduce 23.54% 49,487 0.57
☰ COF - Capital One Financial Corp. Reduce 37.08% 28,327 0.47
☰ PARA - Viacomcbs Inc Reduce 64.90% 249,430 1.57
☰ MET - MetLife, Inc. Reduce 82.69% 359,301 2.84
☰ JNJ - Johnson & Johnson Reduce 83.84% 21,977 0.59
☰ UPS - United Parcel Service, Inc. Reduce 89.82% 20,949 0.59
☰ IBM - International Business Machines Corp. Sell 100.00% 47,697 1.01
☰ ETN - Eaton Corp. plc Sell 100.00% 39,692 0.80
☰ HD - The Home Depot, Inc. Sell 100.00% 16,327 0.73
☰ SHV - iShares 0–1 Year Treasury Bond ETF Sell 100.00% 4,994 0.09
☰ DIS - The Walt Disney Co. Sell 100.00% 1,140 0.03
☰ ET - Energy Transfer LP Sell 100.00% 11,544 0.01
☰ OPK - Opko Health Inc Sell 100.00% 10,000 0.01
Q4 2020
☰ JPST - JPMorgan Ultra-Short Income ETF Add 130.33% 42,961 0.37
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 109.76% 5,015 0.08
☰ IGSB - Ishares Tr Add 99.07% 9,201 0.08
☰ LHX - L3Harris Technologies, Inc. Add 83.83% 6,880 0.22
☰ SUB - Ishares Tr Add 64.37% 5,481 0.10
☰ ISTB - Ishares Tr Add 60.99% 12,931 0.11
☰ ED - Consolidated Edison, Inc. Add 25.04% 17,468 0.21
☰ SHY - Ishares Tr Add 24.49% 2,540 0.04
☰ PG - The Procter & Gamble Co. Add 18.54% 509 0.01
☰ KO - The Coca-Cola Co. Add 16.07% 32,875 0.30
☰ JNJ - Johnson & Johnson Add 10.29% 2,446 0.07
☰ USB - U.S. Bancorp Add 9.84% 10,301 0.08
☰ GILD - Gilead Sciences, Inc. Add 8.83% 24,354 0.24
☰ QQQ - Invesco QQQ Trust Add 7.56% 69 0.00
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 7.41% 167 0.00
☰ IBM - International Business Machines Corp. Add 7.12% 3,314 0.07
☰ MRK - Merck & Co., Inc. Add 6.66% 7,912 0.10
☰ PARA - Viacomcbs Inc Add 6.25% 22,601 0.14
☰ CGEN - Compugen Ltd. Add 6.03% 6,000 0.01
☰ GS - The Goldman Sachs Group, Inc. Add 5.84% 2,465 0.11
☰ EFA - iShares MSCI EAFE ETF Add 5.72% 1,641 0.02
☰ BSV - Vanguard Short-Term Bond Index Fund ETF Shares Add 5.40% 163 0.00
☰ STT - State Street Corp. Add 5.16% 6,910 0.08
☰ K - Kellogg Co Add 4.49% 14,481 0.15
☰ CSCO - Cisco Systems, Inc. Add 4.42% 20,160 0.15
☰ IVV - iShares Core S&P 500 ETF Add 4.24% 66 0.00
☰ VZ - Verizon Communications Inc. Add 4.17% 6,846 0.07
☰ PNW - Pinnacle West Capital Corp. Add 4.13% 3,268 0.04
☰ KMB - Kimberly-Clark Corp. Add 3.90% 2,300 0.05
☰ MTB - M&T Bank Corp. Add 3.02% 682 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 2.84% 78 0.00
☰ SHV - iShares 0–1 Year Treasury Bond ETF Add 2.65% 129 0.00
☰ T - AT&T Inc. Add 2.21% 9,880 0.04
☰ GIS - General Mills, Inc. Add 2.13% 2,890 0.03
☰ ABBV - AbbVie Inc. Add 1.96% 4,386 0.08
☰ EBAY - eBay Inc. Add 1.84% 3,401 0.03
☰ AAPL - Apple Inc. Add 1.14% 1,370 0.03
☰ PEP - PepsiCo, Inc. Add 1.09% 681 0.02
☰ CVS - CVS Health Corp. Add 0.56% 1,855 0.02
☰ PNC - The PNC Financial Services Group, Inc. Add 0.54% 334 0.01
☰ JPM - JPMorgan Chase & Co. Add 0.52% 1,121 0.02
☰ AMZN - Amazon.com, Inc. Add 0.40% 20 0.00
☰ MSFT - Microsoft Corp. Add 0.40% 667 0.03
☰ DUK - Duke Energy Corp. Add 0.26% 193 0.00
☰ BMY - Bristol-Myers Squibb Co. Add 0.14% 15 0.00
☰ FISV - Fiserv, Inc. Buy 22,065 0.42
☰ JMST - J P Morgan Exchange-Traded F Buy 36,976 0.32
☰ VTI - Vanguard Total Stock Market Index Fund ETF Shares Buy 3,151 0.10
☰ GD - General Dynamics Corp. Buy 3,698 0.09
☰ MUNI - Pimco Etf Tr Buy 8,915 0.09
☰ LBAI - Lakeland Bancorp Inc Buy 26,876 0.06
☰ BA - The Boeing Co. Buy 1,325 0.05
☰ GOOGL - Alphabet Inc. Buy 2,500 0.04
☰ DIS - The Walt Disney Co. Buy 1,140 0.03
☰ ET - Energy Transfer LP Buy 11,544 0.01
☰ OPK - Opko Health Inc Buy 10,000 0.01
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 0.07% 4 0.00
☰ CVX - Chevron Corp. Reduce 0.08% 98 0.00
☰ CMCSA - Comcast Corp. Reduce 0.09% 284 0.00
☰ COF - Capital One Financial Corp. Reduce 0.62% 478 0.01
☰ TFC - Truist Financial Corp. Reduce 0.63% 2,284 0.02
☰ META - Meta Platforms, Inc. Reduce 0.65% 274 0.01
☰ MET - MetLife, Inc. Reduce 1.26% 5,542 0.04
☰ HD - The Home Depot, Inc. Reduce 1.38% 228 0.01
☰ MDLZ - Mondelez International, Inc. Reduce 1.40% 1,983 0.02
☰ QCOM - QUALCOMM Inc. Reduce 1.65% 2,242 0.05
☰ FDX - FedEx Corp. Reduce 1.67% 1,045 0.04
☰ IGIB - Ishares Tr Reduce 1.83% 87 0.00
☰ MS - Morgan Stanley Reduce 2.04% 4,379 0.04
☰ TEL - TE Connectivity plc Reduce 2.37% 2,438 0.05
☰ IWM - iShares Russell 2000 ETF Reduce 2.51% 160 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 2.75% 302 0.00
☰ UPS - United Parcel Service, Inc. Reduce 2.82% 678 0.02
☰ GOOG - Alphabet Inc. Reduce 3.28% 6,080 0.09
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 5.87% 4,449 0.11
☰ TMO - Thermo Fisher Scientific Inc. Reduce 9.13% 2,194 0.19
☰ SLB - SLB N.V. Reduce 13.73% 22,265 0.07
☰ WFC - Wells Fargo & Co. Reduce 18.39% 56,921 0.26
☰ ETN - Eaton Corp. plc Reduce 62.00% 64,751 1.28
☰ IWB - iShares Russell 1000 ETF Sell 100.00% 4,842 0.18
☰ EFG - iShares MSCI EAFE Growth ETF Sell 100.00% 3,446 0.06
☰ EYPT - Eyepoint Pharmaceuticals Inc Sell 100.00% 39,500 0.00
Q3 2020
☰ IGSB - Ishares Tr Add 38.32% 2,573 0.03
☰ CVX - Chevron Corp. Add 36.48% 34,250 0.48
☰ DUK - Duke Energy Corp. Add 32.08% 18,127 0.31
☰ SHY - Ishares Tr Add 31.35% 2,475 0.04
☰ AMZN - Amazon.com, Inc. Add 30.05% 1,160 0.03
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 23.64% 431 0.01
☰ ISTB - Ishares Tr Add 22.90% 3,950 0.04
☰ KO - The Coca-Cola Co. Add 19.61% 33,544 0.32
☰ IBM - International Business Machines Corp. Add 18.78% 7,364 0.17
☰ EFA - iShares MSCI EAFE ETF Add 17.38% 4,246 0.05
☰ IEMG - iShares Core MSCI Emerging Markets ETF Add 17.30% 814 0.01
☰ WFC - Wells Fargo & Co. Add 13.87% 37,690 0.17
☰ IGIB - Ishares Tr Add 12.96% 545 0.01
☰ IWM - iShares Russell 2000 ETF Add 12.65% 716 0.02
☰ BRK.B - Berkshire Hathaway CL B Add 9.94% 248 0.01
☰ GILD - Gilead Sciences, Inc. Add 9.40% 23,702 0.29
☰ SLB - SLB N.V. Add 7.77% 11,686 0.04
☰ QQQ - Invesco QQQ Trust Add 7.29% 62 0.00
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Add 7.28% 310 0.00
☰ CGEN - Compugen Ltd. Add 4.19% 4,000 0.01
☰ IWB - iShares Russell 1000 ETF Add 3.35% 157 0.01
☰ BSV - Vanguard Short-Term Bond Index Fund ETF Shares Add 1.92% 57 0.00
☰ WMT - Walmart Inc. Add 1.89% 99 0.00
☰ CVS - CVS Health Corp. Add 1.86% 6,057 0.07
☰ JPST - JPMorgan Ultra-Short Income ETF Add 0.18% 59 0.00
☰ BMY - Bristol-Myers Squibb Co. Add 0.09% 10 0.00
☰ PNW - Pinnacle West Capital Corp. Buy 79,170 1.15
☰ ED - Consolidated Edison, Inc. Buy 69,772 1.06
☰ LHX - L3Harris Technologies, Inc. Buy 8,207 0.27
☰ SUB - Ishares Tr Buy 8,515 0.18
☰ CL - Colgate-Palmolive Co. Buy 2,650 0.04
☰ AAPL - Apple Inc. Reduce 0.78% 941 0.02
☰ PARA - Viacomcbs Inc Reduce 0.99% 3,599 0.02
☰ TEL - TE Connectivity plc Reduce 1.05% 1,096 0.02
☰ STT - State Street Corp. Reduce 1.12% 1,521 0.02
☰ META - Meta Platforms, Inc. Reduce 1.73% 749 0.03
☰ IVV - iShares Core S&P 500 ETF Reduce 1.89% 30 0.00
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 1.93% 1,494 0.03
☰ GS - The Goldman Sachs Group, Inc. Reduce 2.10% 904 0.03
☰ TMO - Thermo Fisher Scientific Inc. Reduce 2.21% 544 0.04
☰ GOOG - Alphabet Inc. Reduce 2.23% 4,220 0.06
☰ MDLZ - Mondelez International, Inc. Reduce 2.43% 3,538 0.03
☰ FDX - FedEx Corp. Reduce 2.51% 1,610 0.03
☰ MS - Morgan Stanley Reduce 2.52% 5,552 0.05
☰ SHV - iShares 0–1 Year Treasury Bond ETF Reduce 2.89% 145 0.00
☰ CSCO - Cisco Systems, Inc. Reduce 3.38% 15,947 0.14
☰ K - Kellogg Co Reduce 3.81% 12,752 0.16
☰ EFG - iShares MSCI EAFE Growth ETF Reduce 4.30% 155 0.00
☰ CMCSA - Comcast Corp. Reduce 5.21% 16,953 0.12
☰ T - AT&T Inc. Reduce 5.52% 26,144 0.11
☰ TFC - Truist Financial Corp. Reduce 5.85% 22,597 0.16
☰ JPM - JPMorgan Chase & Co. Reduce 6.74% 15,471 0.28
☰ MSFT - Microsoft Corp. Reduce 7.13% 12,658 0.49
☰ PEP - PepsiCo, Inc. Reduce 7.46% 5,049 0.13
☰ MET - MetLife, Inc. Reduce 7.48% 35,601 0.25
☰ MTB - M&T Bank Corp. Reduce 8.14% 2,003 0.04
☰ USB - U.S. Bancorp Reduce 8.79% 10,098 0.07
☰ JNJ - Johnson & Johnson Reduce 9.23% 2,416 0.07
☰ COF - Capital One Financial Corp. Reduce 9.35% 7,932 0.10
☰ PNC - The PNC Financial Services Group, Inc. Reduce 10.74% 7,422 0.15
☰ GIS - General Mills, Inc. Reduce 12.63% 19,600 0.23
☰ MRK - Merck & Co., Inc. Reduce 12.87% 17,551 0.25
☰ VZ - Verizon Communications Inc. Reduce 12.89% 24,304 0.26
☰ ABBV - AbbVie Inc. Reduce 14.62% 38,261 0.72
☰ KMB - Kimberly-Clark Corp. Reduce 14.76% 10,211 0.28
☰ EBAY - eBay Inc. Reduce 15.88% 34,840 0.35
☰ QCOM - QUALCOMM Inc. Reduce 29.21% 55,944 0.98
☰ ETN - Eaton Corp. plc Reduce 29.49% 43,672 0.73
☰ HD - The Home Depot, Inc. Reduce 54.11% 19,521 0.94
☰ UPS - United Parcel Service, Inc. Reduce 70.77% 58,110 1.24
☰ XOM - ExxonMobil Holdings Corp. Reduce 91.57% 119,328 1.03
☰ OPK - Opko Health Inc Sell 100.00% 100,000 0.07
☰ SRNE - Sorrento Therapeutics, Inc. Sell 100.00% 50,000 0.06
Q2 2020
☰ JPST - JPMorgan Ultra-Short Income ETF Add 552.08% 27,858 0.27
☰ KO - The Coca-Cola Co. Add 268.87% 124,692 1.06
☰ EFA - iShares MSCI EAFE ETF Add 268.67% 17,802 0.20
☰ EYPT - Eyepoint Pharmaceuticals Inc Add 49.06% 1,300 0.00
☰ DUK - Duke Energy Corp. Add 36.52% 15,117 0.23
☰ IGSB - Ishares Tr Add 33.64% 1,690 0.02
☰ SLB - SLB N.V. Add 26.46% 31,485 0.11
☰ MET - MetLife, Inc. Add 24.62% 93,963 0.66
☰ CMCSA - Comcast Corp. Add 23.61% 62,116 0.44
☰ IBM - International Business Machines Corp. Add 21.12% 6,838 0.15
☰ PG - The Procter & Gamble Co. Add 20.07% 459 0.01
☰ QCOM - QUALCOMM Inc. Add 19.15% 30,779 0.54
☰ AMZN - Amazon.com, Inc. Add 14.88% 500 0.01
☰ IWM - iShares Russell 2000 ETF Add 14.03% 696 0.02
☰ T - AT&T Inc. Add 13.58% 56,652 0.25
☰ TFC - Truist Financial Corp. Add 12.62% 43,269 0.31
☰ ISTB - Ishares Tr Add 12.24% 1,881 0.02
☰ MRK - Merck & Co., Inc. Add 10.28% 12,708 0.18
☰ SDY - State Street SPDR S&P Dividend ETF Add 10.28% 355 0.01
☰ SHY - Ishares Tr Add 9.70% 698 0.01
☰ SHV - iShares 0–1 Year Treasury Bond ETF Add 9.32% 427 0.01
☰ JNJ - Johnson & Johnson Add 7.87% 1,910 0.05
☰ PNC - The PNC Financial Services Group, Inc. Add 7.85% 5,025 0.10
☰ TEL - TE Connectivity plc Add 7.19% 6,971 0.11
☰ PEP - PepsiCo, Inc. Add 4.24% 2,757 0.07
☰ K - Kellogg Co Add 2.90% 9,436 0.12
☰ UPS - United Parcel Service, Inc. Add 1.23% 1,000 0.02
☰ VZ - Verizon Communications Inc. Add 1.21% 2,263 0.02
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 1.20% 919 0.02
☰ BRK.B - Berkshire Hathaway CL B Add 1.05% 26 0.00
☰ ETN - Eaton Corp. plc Add 0.61% 903 0.02
☰ EFG - iShares MSCI EAFE Growth ETF Add 0.59% 21 0.00
☰ VUG - Vanguard Growth Index Fund ETF Shares Add 0.08% 6 0.00
☰ USB - U.S. Bancorp Buy 114,829 0.81
☰ MTB - M&T Bank Corp. Buy 24,612 0.49
☰ OPK - Opko Health Inc Buy 100,000 0.07
☰ VYM - Vanguard High Dividend Yield Index Fund ETF Shares Buy 4,259 0.06
☰ IGIB - Ishares Tr Buy 4,206 0.05
☰ IEMG - iShares Core MSCI Emerging Markets ETF Buy 4,706 0.04
☰ QQQ - Invesco QQQ Trust Buy 851 0.04
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Buy 1,823 0.04
☰ WMT - Walmart Inc. Buy 5,250 0.04
☰ BMY - Bristol-Myers Squibb Co. Reduce 0.02% 2 0.00
☰ CGEN - Compugen Ltd. Reduce 0.21% 200 0.00
☰ KMB - Kimberly-Clark Corp. Reduce 0.50% 351 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 0.85% 1,972 0.04
☰ CVS - CVS Health Corp. Reduce 0.87% 2,861 0.04
☰ MDLZ - Mondelez International, Inc. Reduce 1.28% 1,891 0.02
☰ GIS - General Mills, Inc. Reduce 1.32% 2,074 0.02
☰ GS - The Goldman Sachs Group, Inc. Reduce 1.33% 580 0.02
☰ STT - State Street Corp. Reduce 1.54% 2,116 0.03
☰ AAPL - Apple Inc. Reduce 1.68% 2,060 0.03
☰ CSCO - Cisco Systems, Inc. Reduce 2.27% 10,968 0.10
☰ MS - Morgan Stanley Reduce 2.51% 5,665 0.04
☰ ABBV - AbbVie Inc. Reduce 2.64% 7,102 0.12
☰ META - Meta Platforms, Inc. Reduce 2.80% 1,242 0.05
☰ CVX - Chevron Corp. Reduce 3.15% 3,058 0.05
☰ MSFT - Microsoft Corp. Reduce 3.48% 6,408 0.23
☰ COF - Capital One Financial Corp. Reduce 3.51% 3,084 0.04
☰ GOOG - Alphabet Inc. Reduce 3.66% 7,200 0.10
☰ XOM - ExxonMobil Holdings Corp. Reduce 3.72% 5,040 0.04
☰ FDX - FedEx Corp. Reduce 6.12% 4,182 0.09
☰ GILD - Gilead Sciences, Inc. Reduce 13.85% 40,551 0.69
☰ BSV - Vanguard Short-Term Bond Index Fund ETF Shares Reduce 14.32% 495 0.01
☰ HD - The Home Depot, Inc. Reduce 20.35% 9,217 0.39
☰ TMO - Thermo Fisher Scientific Inc. Reduce 24.93% 8,163 0.53
☰ PARA - Viacomcbs Inc Reduce 25.28% 123,586 0.39
☰ EBAY - eBay Inc. Reduce 25.39% 74,633 0.51
☰ IWB - iShares Russell 1000 ETF Reduce 25.58% 1,610 0.05
☰ WFC - Wells Fargo & Co. Reduce 47.47% 245,622 1.60
☰ 41IS - Unilever Plc Sell 100.00% 53,320 0.61
☰ OXY - Occidental Petroleum Corp. Sell 100.00% 167,122 0.44
☰ DVN - Devon Energy Corp. Sell 100.00% 163,558 0.26
Q1 2020
☰ CVX - Chevron Corp. Add 87.02% 45,106 0.74
☰ XOM - ExxonMobil Holdings Corp. Add 78.07% 59,343 0.51
☰ K - Kellogg Co Add 72.05% 136,325 1.86
☰ META - Meta Platforms, Inc. Add 61.20% 16,864 0.64
☰ PARA - Viacomcbs Inc Add 39.07% 137,356 0.44
☰ JPST - JPMorgan Ultra-Short Income ETF Add 18.73% 796 0.01
☰ UPS - United Parcel Service, Inc. Add 18.60% 12,721 0.27
☰ MRK - Merck & Co., Inc. Add 16.53% 17,542 0.29
☰ IWB - iShares Russell 1000 ETF Add 13.53% 750 0.02
☰ CVS - CVS Health Corp. Add 9.59% 28,778 0.39
☰ WFC - Wells Fargo & Co. Add 9.35% 44,265 0.29
☰ PNC - The PNC Financial Services Group, Inc. Add 7.12% 4,255 0.09
☰ FDX - FedEx Corp. Add 5.60% 3,623 0.08
☰ DVN - Devon Energy Corp. Add 4.30% 6,747 0.01
☰ IGSB - Ishares Tr Add 4.00% 193 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 3.65% 87 0.00
☰ T - AT&T Inc. Add 3.07% 12,432 0.06
☰ ISTB - Ishares Tr Add 2.56% 383 0.00
☰ SHY - Ishares Tr Add 1.70% 120 0.00
☰ CSCO - Cisco Systems, Inc. Add 1.69% 8,044 0.07
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 1.42% 1,068 0.02
☰ CGEN - Compugen Ltd. Add 1.27% 1,200 0.00
☰ EBAY - eBay Inc. Add 0.38% 1,116 0.01
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.29% 10 0.00
☰ VZ - Verizon Communications Inc. Add 0.15% 274 0.00
☰ EFA - iShares MSCI EAFE ETF Add 0.09% 6 0.00
☰ DUK - Duke Energy Corp. Buy 41,393 0.76
☰ 41IS - Unilever Plc Buy 53,320 0.61
☰ KO - The Coca-Cola Co. Buy 46,377 0.47
☰ AXP - American Express Co. Reduce 0.35% 10 0.00
☰ QCOM - QUALCOMM Inc. Reduce 1.42% 2,314 0.03
☰ VUG - Vanguard Growth Index Fund ETF Shares Reduce 1.52% 120 0.00
☰ SHV - iShares 0–1 Year Treasury Bond ETF Reduce 2.28% 107 0.00
☰ AMZN - Amazon.com, Inc. Reduce 2.89% 100 0.00
☰ IBM - International Business Machines Corp. Reduce 2.96% 989 0.02
☰ TFC - Truist Financial Corp. Reduce 3.62% 12,889 0.12
☰ AAPL - Apple Inc. Reduce 4.21% 5,392 0.06
☰ JPM - JPMorgan Chase & Co. Reduce 4.76% 11,572 0.26
☰ CMCSA - Comcast Corp. Reduce 5.01% 13,861 0.10
☰ ABBV - AbbVie Inc. Reduce 5.06% 14,322 0.21
☰ MET - MetLife, Inc. Reduce 5.48% 22,141 0.18
☰ KMB - Kimberly-Clark Corp. Reduce 5.58% 4,107 0.09
☰ BSV - Vanguard Short-Term Bond Index Fund ETF Shares Reduce 5.86% 215 0.00
☰ MS - Morgan Stanley Reduce 6.19% 14,912 0.12
☰ STT - State Street Corp. Reduce 6.35% 9,322 0.12
☰ GS - The Goldman Sachs Group, Inc. Reduce 6.61% 3,092 0.12
☰ HD - The Home Depot, Inc. Reduce 6.63% 3,215 0.11
☰ MDLZ - Mondelez International, Inc. Reduce 6.79% 10,746 0.10
☰ GOOG - Alphabet Inc. Reduce 7.24% 15,360 0.17
☰ IWM - iShares Russell 2000 ETF Reduce 7.29% 390 0.01
☰ COF - Capital One Financial Corp. Reduce 7.44% 7,068 0.12
☰ MSFT - Microsoft Corp. Reduce 8.62% 17,349 0.45
☰ BMY - Bristol-Myers Squibb Co. Reduce 9.09% 1,064 0.01
☰ GILD - Gilead Sciences, Inc. Reduce 9.48% 30,646 0.33
☰ TMO - Thermo Fisher Scientific Inc. Reduce 14.64% 5,614 0.30
☰ GIS - General Mills, Inc. Reduce 19.09% 37,117 0.32
☰ TEL - TE Connectivity plc Reduce 19.41% 23,366 0.36
☰ JNJ - Johnson & Johnson Reduce 28.35% 9,605 0.23
☰ PEP - PepsiCo, Inc. Reduce 32.72% 31,592 0.70
☰ OXY - Occidental Petroleum Corp. Reduce 40.29% 112,783 0.76
☰ ETN - Eaton Corp. plc Reduce 44.65% 118,770 1.84
☰ SLB - SLB N.V. Reduce 48.87% 113,731 0.75
☰ EFG - iShares MSCI EAFE Growth ETF Reduce 49.32% 3,484 0.05
☰ PG - The Procter & Gamble Co. Reduce 81.70% 10,210 0.20
☰ RDS.B - Royal Dutch Shell Plc Sell 100.00% 156,965 1.54
☰ GEN - Gen Digital Inc. Sell 100.00% 254,892 1.06
☰ UTX - United Technologies Corp Sell 100.00% 23,631 0.58
☰ IEZ - Ishares Tr Sell 100.00% 117,311 0.39
☰ BA - The Boeing Co. Sell 100.00% 910 0.05
☰ OPK - Opko Health Inc Sell 100.00% 200,000 0.05
☰ IEMG - iShares Core MSCI Emerging Markets ETF Sell 100.00% 4,517 0.04
☰ WMT - Walmart Inc. Sell 100.00% 2,000 0.04
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Sell 100.00% 1,705 0.03
Q4 2019
☰ ISTB - Ishares Tr Add 218.96% 10,289 0.08
☰ SHY - Ishares Tr Add 139.09% 4,117 0.06
☰ SHV - iShares 0–1 Year Treasury Bond ETF Add 135.68% 2,700 0.05
☰ EBAY - eBay Inc. Add 44.26% 89,844 0.53
☰ OPK - Opko Health Inc Add 33.33% 50,000 0.01
☰ EFA - iShares MSCI EAFE ETF Add 23.60% 1,264 0.02
☰ BSV - Vanguard Short-Term Bond Index Fund ETF Shares Add 22.07% 664 0.01
☰ HD - The Home Depot, Inc. Add 19.08% 7,771 0.28
☰ KMB - Kimberly-Clark Corp. Add 19.00% 11,753 0.26
☰ CSCO - Cisco Systems, Inc. Add 18.41% 73,807 0.58
☰ FDX - FedEx Corp. Add 18.29% 9,998 0.20
☰ GILD - Gilead Sciences, Inc. Add 10.88% 31,727 0.34
☰ SDY - State Street SPDR S&P Dividend ETF Add 10.78% 335 0.01
☰ K - Kellogg Co Add 10.47% 17,940 0.20
☰ IWM - iShares Russell 2000 ETF Add 9.76% 476 0.01
☰ CVS - CVS Health Corp. Add 7.98% 22,178 0.27
☰ OXY - Occidental Petroleum Corp. Add 5.44% 14,436 0.10
☰ GIS - General Mills, Inc. Add 4.68% 8,691 0.08
☰ IBM - International Business Machines Corp. Add 4.53% 1,445 0.03
☰ XOM - ExxonMobil Holdings Corp. Add 3.39% 2,492 0.03
☰ T - AT&T Inc. Add 2.82% 11,086 0.05
☰ PNC - The PNC Financial Services Group, Inc. Add 2.48% 1,446 0.04
☰ RDS.B - Royal Dutch Shell Plc Add 2.25% 3,451 0.03
☰ MDLZ - Mondelez International, Inc. Add 2.11% 3,278 0.03
☰ VZ - Verizon Communications Inc. Add 1.89% 3,442 0.03
☰ MRK - Merck & Co., Inc. Add 1.21% 1,274 0.02
☰ WFC - Wells Fargo & Co. Add 1.05% 4,938 0.04
☰ GS - The Goldman Sachs Group, Inc. Add 1.03% 475 0.02
☰ TFC - Truist Financial Corp. Add 0.42% 1,494 0.01
☰ MET - MetLife, Inc. Add 0.33% 1,345 0.01
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Add 0.12% 2 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.08% 2 0.00
☰ PARA - Viacomcbs Inc Buy 351,556 2.41
☰ GEN - Gen Digital Inc. Buy 254,892 1.06
☰ IEZ - Ishares Tr Buy 117,311 0.39
☰ IEI - iShares 3-7 Year Treasury Bond ETF Buy 1,785 0.04
☰ IGSB - Ishares Tr Buy 4,831 0.04
☰ JPST - JPMorgan Ultra-Short Income ETF Buy 4,250 0.03
☰ ABBV - AbbVie Inc. Reduce 0.33% 940 0.01
☰ MSFT - Microsoft Corp. Reduce 0.61% 1,244 0.03
☰ CMCSA - Comcast Corp. Reduce 0.77% 2,152 0.02
☰ META - Meta Platforms, Inc. Reduce 0.93% 260 0.01
☰ PEP - PepsiCo, Inc. Reduce 1.22% 1,196 0.03
☰ ETN - Eaton Corp. plc Reduce 1.29% 3,465 0.05
☰ BA - The Boeing Co. Reduce 1.62% 15 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 1.78% 4,417 0.09
☰ MS - Morgan Stanley Reduce 1.88% 4,614 0.03
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 2.06% 1,585 0.04
☰ GOOG - Alphabet Inc. Reduce 2.12% 4,600 0.05
☰ TEL - TE Connectivity plc Reduce 2.23% 2,739 0.05
☰ AAPL - Apple Inc. Reduce 2.69% 3,544 0.04
☰ AMZN - Amazon.com, Inc. Reduce 2.81% 100 0.00
☰ STT - State Street Corp. Reduce 2.92% 4,413 0.05
☰ COF - Capital One Financial Corp. Reduce 2.98% 2,914 0.05
☰ EFG - iShares MSCI EAFE Growth ETF Reduce 3.56% 261 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 4.04% 190 0.00
☰ CVX - Chevron Corp. Reduce 4.17% 2,253 0.05
☰ BMY - Bristol-Myers Squibb Co. Reduce 4.92% 605 0.01
☰ DVN - Devon Energy Corp. Reduce 4.94% 8,154 0.04
☰ TMO - Thermo Fisher Scientific Inc. Reduce 5.33% 2,160 0.11
☰ PG - The Procter & Gamble Co. Reduce 11.86% 1,681 0.04
☰ WMT - Walmart Inc. Reduce 13.04% 900 0.01
☰ SRNE - Sorrento Therapeutics, Inc. Reduce 16.67% 10,000 0.00
☰ SLB - SLB N.V. Reduce 18.80% 53,872 0.33
☰ JNJ - Johnson & Johnson Reduce 22.31% 9,726 0.22
☰ UPS - United Parcel Service, Inc. Reduce 27.32% 25,704 0.55
☰ QCOM - QUALCOMM Inc. Reduce 33.59% 82,473 1.12
☰ UTX - United Technologies Corp Reduce 47.63% 21,496 0.52
☰ VIAB - Viacom Inc New Sell 100.00% 450,482 1.93
☰ NLOK - Symantec Corp Sell 100.00% 258,139 1.09
☰ PFE - Pfizer Inc. Sell 100.00% 5,646 0.04
☰ ASNAEUR - Ascena Retail Group Inc Sell 100.00% 33,262 0.00
Q3 2019
☰ K - Kellogg Co Add 178.29% 109,728 1.26
☰ FDX - FedEx Corp. Add 114.54% 29,190 0.61
☰ PNC - The PNC Financial Services Group, Inc. Add 104.21% 29,777 0.74
☰ VIAB - Viacom Inc New Add 66.83% 180,462 0.77
☰ OPK - Opko Health Inc Add 50.00% 50,000 0.02
☰ ABBV - AbbVie Inc. Add 20.36% 48,040 0.65
☰ IWB - iShares Russell 1000 ETF Add 18.36% 860 0.02
☰ OXY - Occidental Petroleum Corp. Add 17.95% 40,394 0.32
☰ CSCO - Cisco Systems, Inc. Add 14.92% 52,041 0.46
☰ HD - The Home Depot, Inc. Add 11.25% 4,118 0.17
☰ CVS - CVS Health Corp. Add 11.09% 27,742 0.31
☰ RDS.B - Royal Dutch Shell Plc Add 7.38% 10,545 0.11
☰ VZ - Verizon Communications Inc. Add 6.21% 10,675 0.11
☰ GILD - Gilead Sciences, Inc. Add 4.69% 13,080 0.15
☰ IWM - iShares Russell 2000 ETF Add 3.04% 144 0.00
☰ WFC - Wells Fargo & Co. Add 2.35% 10,764 0.10
☰ IBM - International Business Machines Corp. Add 2.17% 677 0.02
☰ MRK - Merck & Co., Inc. Add 1.43% 1,476 0.02
☰ BRK.B - Berkshire Hathaway CL B Add 0.93% 22 0.00
☰ SLB - SLB N.V. Add 0.13% 362 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.03% 1 0.00
☰ EFA - iShares MSCI EAFE ETF Buy 5,356 0.06
☰ BSV - Vanguard Short-Term Bond Index Fund ETF Shares Buy 3,008 0.04
☰ IEMG - iShares Core MSCI Emerging Markets ETF Buy 4,707 0.04
☰ ISTB - Ishares Tr Buy 4,699 0.04
☰ SHV - iShares 0–1 Year Treasury Bond ETF Buy 1,990 0.04
☰ SHY - Ishares Tr Buy 2,960 0.04
☰ VIG - Vanguard Dividend Appreciation Index Fund ETF Shares Buy 1,703 0.04
☰ VUG - Vanguard Growth Index Fund ETF Shares Buy 7,902 0.04
☰ AMZN - Amazon.com, Inc. Reduce 0.56% 20 0.00
☰ TFC - Truist Financial Corp. Reduce 0.57% 2,018 0.02
☰ STT - State Street Corp. Reduce 0.71% 1,076 0.01
☰ ETN - Eaton Corp. plc Reduce 0.78% 2,106 0.03
☰ GIS - General Mills, Inc. Reduce 0.81% 1,522 0.01
☰ MET - MetLife, Inc. Reduce 0.85% 3,460 0.03
☰ META - Meta Platforms, Inc. Reduce 0.96% 270 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 1.27% 3,197 0.06
☰ BA - The Boeing Co. Reduce 1.28% 12 0.00
☰ NLOK - Symantec Corp Reduce 1.46% 3,825 0.02
☰ GS - The Goldman Sachs Group, Inc. Reduce 1.53% 719 0.03
☰ MS - Morgan Stanley Reduce 1.83% 4,573 0.04
☰ COF - Capital One Financial Corp. Reduce 2.03% 2,028 0.03
☰ GOOG - Alphabet Inc. Reduce 2.03% 4,500 0.04
☰ DVN - Devon Energy Corp. Reduce 2.10% 3,544 0.02
☰ CVX - Chevron Corp. Reduce 2.12% 1,172 0.03
☰ AAPL - Apple Inc. Reduce 2.27% 3,056 0.03
☰ TEL - TE Connectivity plc Reduce 2.29% 2,885 0.05
☰ MSFT - Microsoft Corp. Reduce 2.41% 5,008 0.12
☰ TMO - Thermo Fisher Scientific Inc. Reduce 2.43% 1,011 0.05
☰ EBAY - eBay Inc. Reduce 2.92% 6,100 0.04
☰ CMCSA - Comcast Corp. Reduce 3.30% 9,534 0.07
☰ XOM - ExxonMobil Holdings Corp. Reduce 3.34% 2,538 0.04
☰ MDLZ - Mondelez International, Inc. Reduce 8.06% 13,593 0.13
☰ KMB - Kimberly-Clark Corp. Reduce 10.57% 7,310 0.18
☰ UPS - United Parcel Service, Inc. Reduce 10.68% 11,255 0.21
☰ JNJ - Johnson & Johnson Reduce 11.68% 5,769 0.14
☰ QCOM - QUALCOMM Inc. Reduce 11.80% 32,849 0.45
☰ PEP - PepsiCo, Inc. Reduce 12.37% 13,801 0.33
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 13.79% 12,305 0.25
☰ T - AT&T Inc. Reduce 17.68% 84,556 0.39
☰ WMT - Walmart Inc. Reduce 34.29% 3,600 0.02
☰ UTX - United Technologies Corp Reduce 55.82% 57,011 1.34
☰ PG - The Procter & Gamble Co. Reduce 59.54% 20,865 0.41
☰ PFE - Pfizer Inc. Reduce 97.28% 212,855 1.58
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Sell 100.00% 4,529 0.29
Q2 2019
☰ HD - The Home Depot, Inc. Add 97.19% 18,049 0.68
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 28.08% 993 0.06
☰ MRK - Merck & Co., Inc. Add 20.25% 17,411 0.25
☰ UPS - United Parcel Service, Inc. Add 20.01% 17,566 0.33
☰ CVS - CVS Health Corp. Add 19.88% 41,479 0.41
☰ NLOK - Symantec Corp Add 15.66% 35,465 0.14
☰ AMZN - Amazon.com, Inc. Add 6.55% 220 0.00
☰ IWM - iShares Russell 2000 ETF Add 4.57% 207 0.01
☰ BA - The Boeing Co. Add 4.46% 40 0.00
☰ JNJ - Johnson & Johnson Add 3.20% 1,532 0.04
☰ PNC - The PNC Financial Services Group, Inc. Add 2.30% 642 0.02
☰ T - AT&T Inc. Add 2.19% 10,248 0.05
☰ IWB - iShares Russell 1000 ETF Add 1.96% 90 0.00
☰ VZ - Verizon Communications Inc. Add 1.62% 2,735 0.03
☰ EFG - iShares MSCI EAFE Growth ETF Add 1.17% 85 0.00
☰ GIS - General Mills, Inc. Add 0.97% 1,795 0.02
☰ RDS.B - Royal Dutch Shell Plc Add 0.40% 567 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.38% 9 0.00
☰ PFE - Pfizer Inc. Add 0.25% 555 0.00
☰ IBM - International Business Machines Corp. Add 0.23% 72 0.00
☰ BMY - Bristol-Myers Squibb Co. Add 0.04% 5 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.03% 1 0.00
☰ FDX - FedEx Corp. Buy 25,485 0.61
☰ K - Kellogg Co Buy 61,546 0.59
☰ OPK - Opko Health Inc Buy 100,000 0.04
☰ TFC - Truist Financial Corp. Reduce 0.90% 3,226 0.03
☰ WFC - Wells Fargo & Co. Reduce 4.03% 19,231 0.16
☰ DVN - Devon Energy Corp. Reduce 4.62% 8,160 0.04
☰ CGEN - Compugen Ltd. Reduce 5.03% 5,000 0.00
☰ ABBV - AbbVie Inc. Reduce 5.17% 12,862 0.18
☰ SLB - SLB N.V. Reduce 5.92% 17,997 0.14
☰ GILD - Gilead Sciences, Inc. Reduce 6.15% 18,257 0.21
☰ OXY - Occidental Petroleum Corp. Reduce 6.30% 15,126 0.17
☰ ETN - Eaton Corp. plc Reduce 6.87% 20,033 0.28
☰ MET - MetLife, Inc. Reduce 6.96% 30,359 0.22
☰ JPM - JPMorgan Chase & Co. Reduce 7.21% 19,501 0.34
☰ MSFT - Microsoft Corp. Reduce 7.90% 17,806 0.36
☰ CSCO - Cisco Systems, Inc. Reduce 8.04% 30,496 0.29
☰ AAPL - Apple Inc. Reduce 8.08% 11,832 0.10
☰ CVX - Chevron Corp. Reduce 10.07% 6,188 0.13
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 10.16% 10,092 0.22
☰ VIAB - Viacom Inc New Reduce 10.64% 32,162 0.16
☰ META - Meta Platforms, Inc. Reduce 10.72% 3,371 0.10
☰ COF - Capital One Financial Corp. Reduce 11.17% 12,557 0.18
☰ KMB - Kimberly-Clark Corp. Reduce 11.32% 8,829 0.19
☰ MS - Morgan Stanley Reduce 12.20% 34,744 0.26
☰ STT - State Street Corp. Reduce 12.30% 21,360 0.24
☰ GOOG - Alphabet Inc. Reduce 12.64% 32,000 0.33
☰ GS - The Goldman Sachs Group, Inc. Reduce 12.73% 6,864 0.23
☰ TMO - Thermo Fisher Scientific Inc. Reduce 13.41% 6,431 0.31
☰ XOM - ExxonMobil Holdings Corp. Reduce 13.71% 12,087 0.17
☰ EBAY - eBay Inc. Reduce 13.78% 33,424 0.22
☰ TEL - TE Connectivity plc Reduce 14.06% 20,615 0.29
☰ CMCSA - Comcast Corp. Reduce 14.89% 50,477 0.33
☰ MDLZ - Mondelez International, Inc. Reduce 18.22% 37,558 0.33
☰ QCOM - QUALCOMM Inc. Reduce 21.68% 77,061 0.76
☰ UTX - United Technologies Corp Reduce 24.13% 32,493 0.73
☰ PEP - PepsiCo, Inc. Reduce 30.68% 49,368 1.05
☰ PG - The Procter & Gamble Co. Reduce 43.75% 27,259 0.49
☰ KO - The Coca-Cola Co. Sell 100.00% 36,905 0.30
☰ MMM - 3M Co. Sell 100.00% 1,005 0.04
☰ 6683 - General Electric Co Sell 100.00% 10,162 0.02
Q1 2019
☰ GS - The Goldman Sachs Group, Inc. Add 108.63% 28,068 0.94
☰ SLB - SLB N.V. Add 87.39% 141,869 1.07
☰ IWM - iShares Russell 2000 ETF Add 68.28% 1,836 0.05
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 63.17% 1,369 0.08
☰ CVS - CVS Health Corp. Add 37.84% 57,290 0.54
☰ VIAB - Viacom Inc New Add 9.79% 26,943 0.13
☰ MS - Morgan Stanley Add 9.03% 23,586 0.17
☰ T - AT&T Inc. Add 8.36% 36,083 0.15
☰ AMZN - Amazon.com, Inc. Add 7.69% 240 0.00
☰ IVV - iShares Core S&P 500 ETF Add 6.37% 95 0.00
☰ GILD - Gilead Sciences, Inc. Add 5.33% 15,036 0.17
☰ COF - Capital One Financial Corp. Add 2.00% 2,207 0.03
☰ BRK.B - Berkshire Hathaway CL B Add 1.16% 27 0.00
☰ MET - MetLife, Inc. Add 0.80% 3,477 0.03
☰ META - Meta Platforms, Inc. Add 0.61% 192 0.01
☰ UPS - United Parcel Service, Inc. Add 0.56% 488 0.01
☰ TFC - Truist Financial Corp. Add 0.51% 1,833 0.01
☰ ABBV - AbbVie Inc. Add 0.50% 1,246 0.02
☰ JNJ - Johnson & Johnson Add 0.50% 236 0.01
☰ WFC - Wells Fargo & Co. Add 0.34% 1,631 0.01
☰ RDS.B - Royal Dutch Shell Plc Add 0.30% 427 0.00
☰ BA - The Boeing Co. Add 0.11% 1 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.06% 2 0.00
☰ AAPL - Apple Inc. Add 0.03% 44 0.00
☰ HD - The Home Depot, Inc. Buy 18,570 0.62
☰ PNC - The PNC Financial Services Group, Inc. Buy 27,931 0.60
☰ MMM - 3M Co. Buy 1,202 0.04
☰ ASNAEUR - Ascena Retail Group Inc Buy 33,262 0.01
☰ VZ - Verizon Communications Inc. Reduce 0.01% 16 0.00
☰ EFG - iShares MSCI EAFE Growth ETF Reduce 0.18% 13 0.00
☰ KMB - Kimberly-Clark Corp. Reduce 0.21% 161 0.00
☰ GIS - General Mills, Inc. Reduce 0.33% 618 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.54% 482 0.01
☰ IBM - International Business Machines Corp. Reduce 0.75% 235 0.00
☰ STT - State Street Corp. Reduce 0.76% 1,335 0.02
☰ PFE - Pfizer Inc. Reduce 0.77% 1,689 0.01
☰ QCOM - QUALCOMM Inc. Reduce 0.98% 3,505 0.04
☰ OXY - Occidental Petroleum Corp. Reduce 1.01% 2,443 0.03
☰ JPM - JPMorgan Chase & Co. Reduce 1.27% 3,477 0.06
☰ UTX - United Technologies Corp Reduce 1.45% 1,980 0.04
☰ NLOK - Symantec Corp Reduce 1.46% 3,358 0.01
☰ IWB - iShares Russell 1000 ETF Reduce 1.56% 73 0.00
☰ MDLZ - Mondelez International, Inc. Reduce 2.01% 4,240 0.03
☰ ETN - Eaton Corp. plc Reduce 2.13% 6,349 0.08
☰ DVN - Devon Energy Corp. Reduce 2.41% 4,358 0.02
☰ CMCSA - Comcast Corp. Reduce 2.46% 8,559 0.05
☰ EBAY - eBay Inc. Reduce 2.49% 6,189 0.03
☰ TEL - TE Connectivity plc Reduce 2.68% 4,043 0.06
☰ CVX - Chevron Corp. Reduce 2.82% 1,782 0.04
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 2.95% 3,021 0.06
☰ GOOG - Alphabet Inc. Reduce 3.11% 8,120 0.08
☰ KO - The Coca-Cola Co. Reduce 3.70% 1,417 0.01
☰ TMO - Thermo Fisher Scientific Inc. Reduce 4.05% 2,023 0.09
☰ CGEN - Compugen Ltd. Reduce 4.78% 5,000 0.00
☰ MSFT - Microsoft Corp. Reduce 5.85% 13,999 0.27
☰ EYPT - Eyepoint Pharmaceuticals Inc Reduce 7.02% 200 0.00
☰ PEP - PepsiCo, Inc. Reduce 7.75% 13,525 0.28
☰ BMY - Bristol-Myers Squibb Co. Reduce 19.26% 2,934 0.03
☰ CSCO - Cisco Systems, Inc. Reduce 24.84% 125,375 1.03
☰ 6683 - General Electric Co Reduce 24.98% 3,383 0.00
☰ MRK - Merck & Co., Inc. Reduce 27.25% 32,194 0.44
☰ PG - The Procter & Gamble Co. Reduce 41.94% 45,003 0.78
☰ AXP - American Express Co. Reduce 85.09% 16,399 0.30
☰ CB - Chubb Ltd. Sell 100.00% 51,401 1.25
☰ IEZ - Ishares Tr Sell 100.00% 242,964 0.94
☰ DIS - The Walt Disney Co. Sell 100.00% 1,962 0.04
☰ EFA - iShares MSCI EAFE ETF Sell 100.00% 3,820 0.04
☰ XPNFX - Pimco Ny Municipal Income Fd Sell 100.00% 11,550 0.03
Q4 2018
☰ EBAY - eBay Inc. Add 123.33% 137,352 0.73
☰ STT - State Street Corp. Add 90.46% 83,091 0.99
☰ META - Meta Platforms, Inc. Add 74.66% 13,364 0.33
☰ MS - Morgan Stanley Add 59.03% 96,918 0.72
☰ CGEN - Compugen Ltd. Add 20.81% 18,000 0.01
☰ T - AT&T Inc. Add 11.31% 43,858 0.18
☰ NLOK - Symantec Corp Add 10.06% 21,003 0.07
☰ GIS - General Mills, Inc. Add 7.65% 13,219 0.10
☰ QCOM - QUALCOMM Inc. Add 6.75% 22,689 0.24
☰ MDLZ - Mondelez International, Inc. Add 6.73% 13,266 0.10
☰ TFC - Truist Financial Corp. Add 5.42% 18,383 0.15
☰ BRK.B - Berkshire Hathaway CL B Add 5.11% 113 0.00
☰ PEP - PepsiCo, Inc. Add 4.22% 7,057 0.15
☰ UPS - United Parcel Service, Inc. Add 4.12% 3,451 0.06
☰ OXY - Occidental Petroleum Corp. Add 3.94% 9,202 0.11
☰ KMB - Kimberly-Clark Corp. Add 3.77% 2,841 0.06
☰ IVV - iShares Core S&P 500 ETF Add 3.47% 50 0.00
☰ WFC - Wells Fargo & Co. Add 3.43% 15,774 0.14
☰ VIAB - Viacom Inc New Add 2.69% 7,201 0.04
☰ AAPL - Apple Inc. Add 2.30% 3,296 0.02
☰ RDS.B - Royal Dutch Shell Plc Add 1.79% 2,502 0.03
☰ MET - MetLife, Inc. Add 1.78% 7,583 0.06
☰ IWM - iShares Russell 2000 ETF Add 1.74% 46 0.00
☰ GILD - Gilead Sciences, Inc. Add 1.24% 3,444 0.04
☰ UTX - United Technologies Corp Add 0.71% 969 0.02
☰ JNJ - Johnson & Johnson Add 0.70% 330 0.01
☰ ETN - Eaton Corp. plc Add 0.66% 1,966 0.03
☰ MSFT - Microsoft Corp. Add 0.04% 91 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Add 0.03% 1 0.00
☰ KO - The Coca-Cola Co. Add 0.01% 2 0.00
☰ IEZ - Ishares Tr Buy 242,964 0.94
☰ IWB - iShares Russell 1000 ETF Buy 4,668 0.12
☰ AMZN - Amazon.com, Inc. Buy 3,120 0.04
☰ DIS - The Walt Disney Co. Buy 1,962 0.04
☰ EFA - iShares MSCI EAFE ETF Buy 3,820 0.04
☰ XPNFX - Pimco Ny Municipal Income Fd Buy 11,550 0.03
☰ ABBV - AbbVie Inc. Reduce 0.08% 208 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.33% 918 0.02
☰ CVS - CVS Health Corp. Reduce 0.45% 690 0.01
☰ GOOG - Alphabet Inc. Reduce 0.92% 2,440 0.02
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 1.12% 1,160 0.02
☰ TEL - TE Connectivity plc Reduce 1.24% 1,899 0.03
☰ COF - Capital One Financial Corp. Reduce 1.63% 1,832 0.03
☰ CMCSA - Comcast Corp. Reduce 2.50% 8,926 0.05
☰ DVN - Devon Energy Corp. Reduce 2.66% 4,942 0.03
☰ IBM - International Business Machines Corp. Reduce 3.26% 1,057 0.02
☰ XOM - ExxonMobil Holdings Corp. Reduce 3.99% 3,680 0.05
☰ CSCO - Cisco Systems, Inc. Reduce 4.63% 24,514 0.19
☰ TMO - Thermo Fisher Scientific Inc. Reduce 5.57% 2,949 0.12
☰ VZ - Verizon Communications Inc. Reduce 5.71% 10,238 0.09
☰ PFE - Pfizer Inc. Reduce 10.78% 26,588 0.18
☰ BMY - Bristol-Myers Squibb Co. Reduce 11.63% 2,005 0.02
☰ SLB - SLB N.V. Reduce 19.85% 40,206 0.40
☰ MRK - Merck & Co., Inc. Reduce 20.57% 30,599 0.34
☰ AXP - American Express Co. Reduce 24.14% 6,132 0.11
☰ 6683 - General Electric Co Reduce 29.58% 5,690 0.01
☰ CB - Chubb Ltd. Reduce 32.53% 24,782 0.54
☰ GS - The Goldman Sachs Group, Inc. Reduce 44.02% 20,321 0.74
☰ CVX - Chevron Corp. Reduce 44.74% 51,197 1.02
☰ PG - The Procter & Gamble Co. Reduce 53.64% 124,173 1.67
☰ MMM - 3M Co. Sell 100.00% 1,005 0.03
Q3 2018
☰ NLOK - Symantec Corp Add 177.88% 133,693 0.46
☰ STT - State Street Corp. Add 146.76% 54,631 0.74
☰ IBM - International Business Machines Corp. Add 37.90% 8,921 0.21
☰ IVV - iShares Core S&P 500 ETF Add 25.83% 296 0.01
☰ SDY - State Street SPDR S&P Dividend ETF Add 25.16% 624 0.01
☰ T - AT&T Inc. Add 24.73% 76,930 0.32
☰ GIS - General Mills, Inc. Add 12.19% 18,787 0.13
☰ OXY - Occidental Petroleum Corp. Add 10.49% 22,167 0.30
☰ CMCSA - Comcast Corp. Add 9.11% 29,779 0.16
☰ SLB - SLB N.V. Add 8.17% 15,305 0.15
☰ GS - The Goldman Sachs Group, Inc. Add 6.41% 2,782 0.10
☰ TFC - Truist Financial Corp. Add 5.92% 18,974 0.15
☰ GILD - Gilead Sciences, Inc. Add 3.37% 9,074 0.11
☰ MET - MetLife, Inc. Add 1.14% 4,803 0.04
☰ BRK.B - Berkshire Hathaway CL B Add 0.23% 5 0.00
☰ EFG - iShares MSCI EAFE Growth ETF Add 0.18% 13 0.00
☰ KMB - Kimberly-Clark Corp. Add 0.18% 134 0.00
☰ ABBV - AbbVie Inc. Add 0.16% 406 0.01
☰ EBAY - eBay Inc. Buy 111,366 0.60
☰ META - Meta Platforms, Inc. Buy 17,901 0.48
☰ MMM - 3M Co. Buy 1,202 0.03
☰ GOOG - Alphabet Inc. Reduce 0.26% 700 0.01
☰ VIAB - Viacom Inc New Reduce 0.32% 856 0.00
☰ KO - The Coca-Cola Co. Reduce 0.55% 210 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 0.56% 15 0.00
☰ DVN - Devon Energy Corp. Reduce 0.81% 1,526 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 1.32% 29 0.00
☰ WFC - Wells Fargo & Co. Reduce 1.40% 6,521 0.06
☰ AAPL - Apple Inc. Reduce 1.43% 2,084 0.02
☰ MS - Morgan Stanley Reduce 2.08% 3,491 0.03
☰ PG - The Procter & Gamble Co. Reduce 2.86% 6,820 0.09
☰ PEP - PepsiCo, Inc. Reduce 3.08% 5,323 0.10
☰ MDLZ - Mondelez International, Inc. Reduce 3.10% 6,305 0.04
☰ TEL - TE Connectivity plc Reduce 3.19% 5,021 0.08
☰ RDS.B - Royal Dutch Shell Plc Reduce 3.20% 4,608 0.06
☰ CVX - Chevron Corp. Reduce 3.92% 4,663 0.10
☰ UTX - United Technologies Corp Reduce 4.08% 5,770 0.12
☰ WMT - Walmart Inc. Reduce 4.11% 450 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 4.41% 12,660 0.22
☰ CB - Chubb Ltd. Reduce 4.51% 3,597 0.08
☰ ETN - Eaton Corp. plc Reduce 4.54% 14,073 0.18
☰ XOM - ExxonMobil Holdings Corp. Reduce 4.57% 4,418 0.06
☰ UPS - United Parcel Service, Inc. Reduce 4.86% 4,287 0.08
☰ QCOM - QUALCOMM Inc. Reduce 5.00% 17,709 0.17
☰ VZ - Verizon Communications Inc. Reduce 5.35% 10,145 0.09
☰ CVS - CVS Health Corp. Reduce 5.55% 8,938 0.10
☰ JNJ - Johnson & Johnson Reduce 5.71% 2,861 0.06
☰ PFE - Pfizer Inc. Reduce 5.95% 15,590 0.09
☰ COF - Capital One Financial Corp. Reduce 6.23% 7,443 0.11
☰ 6683 - General Electric Co Reduce 6.25% 1,282 0.00
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 8.74% 9,913 0.18
☰ CSCO - Cisco Systems, Inc. Reduce 11.18% 66,579 0.48
☰ TMO - Thermo Fisher Scientific Inc. Reduce 12.41% 7,502 0.26
☰ MSFT - Microsoft Corp. Reduce 17.80% 51,829 0.86
☰ MRK - Merck & Co., Inc. Reduce 19.97% 37,110 0.36
☰ AXP - American Express Co. Reduce 66.60% 50,660 0.83
☰ COP - ConocoPhillips Sell 100.00% 92,278 1.08
☰ TGT - Target Corp. Sell 100.00% 72,357 0.92
☰ DUK - Duke Energy Corp. Sell 100.00% 27,196 0.36
☰ KHC - The Kraft Heinz Co. Sell 100.00% 3,326 0.04
Q2 2018
☰ CMCSA - Comcast Corp. Add 2022.25% 311,386 1.60
☰ GS - The Goldman Sachs Group, Inc. Add 41.77% 12,781 0.47
☰ SRNE - Sorrento Therapeutics, Inc. Add 20.00% 10,000 0.01
☰ KMB - Kimberly-Clark Corp. Add 14.07% 9,272 0.16
☰ MDLZ - Mondelez International, Inc. Add 12.93% 23,302 0.16
☰ PEP - PepsiCo, Inc. Add 12.04% 18,559 0.34
☰ XOM - ExxonMobil Holdings Corp. Add 10.69% 9,341 0.13
☰ GIS - General Mills, Inc. Add 9.98% 13,976 0.10
☰ T - AT&T Inc. Add 8.50% 24,363 0.10
☰ GILD - Gilead Sciences, Inc. Add 8.04% 20,046 0.24
☰ QCOM - QUALCOMM Inc. Add 5.80% 19,405 0.18
☰ CVS - CVS Health Corp. Add 5.70% 8,681 0.09
☰ PG - The Procter & Gamble Co. Add 4.19% 9,593 0.13
☰ IBM - International Business Machines Corp. Add 3.00% 685 0.02
☰ NLOK - Symantec Corp Add 2.76% 2,020 0.01
☰ IWM - iShares Russell 2000 ETF Add 1.30% 34 0.00
☰ SLB - SLB N.V. Add 1.13% 2,101 0.02
☰ AAPL - Apple Inc. Add 1.10% 1,580 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.78% 17 0.00
☰ JNJ - Johnson & Johnson Add 0.64% 319 0.01
☰ VZ - Verizon Communications Inc. Add 0.03% 60 0.00
☰ DUK - Duke Energy Corp. Buy 27,196 0.36
☰ IVV - iShares Core S&P 500 ETF Buy 1,146 0.05
☰ SDY - State Street SPDR S&P Dividend ETF Buy 2,480 0.04
☰ EYPT - Eyepoint Pharmaceuticals Inc Buy 2,850 0.01
☰ UPS - United Parcel Service, Inc. Reduce 0.07% 61 0.00
☰ VIAB - Viacom Inc New Reduce 0.28% 746 0.00
☰ MRK - Merck & Co., Inc. Reduce 0.60% 1,129 0.01
☰ RDS.B - Royal Dutch Shell Plc Reduce 0.71% 1,028 0.01
☰ PFE - Pfizer Inc. Reduce 0.73% 1,923 0.01
☰ ETN - Eaton Corp. plc Reduce 0.79% 2,469 0.03
☰ ABBV - AbbVie Inc. Reduce 0.88% 2,205 0.03
☰ WFC - Wells Fargo & Co. Reduce 0.88% 4,131 0.04
☰ TFC - Truist Financial Corp. Reduce 0.97% 3,146 0.03
☰ MET - MetLife, Inc. Reduce 1.37% 5,846 0.04
☰ UTX - United Technologies Corp Reduce 1.55% 2,228 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 1.81% 5,295 0.10
☰ MS - Morgan Stanley Reduce 1.87% 3,188 0.03
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 2.19% 2,544 0.04
☰ COF - Capital One Financial Corp. Reduce 2.23% 2,723 0.04
☰ CSCO - Cisco Systems, Inc. Reduce 2.31% 14,082 0.10
☰ TEL - TE Connectivity plc Reduce 2.41% 3,895 0.06
☰ AXP - American Express Co. Reduce 2.43% 1,895 0.03
☰ DVN - Devon Energy Corp. Reduce 2.66% 5,132 0.03
☰ CB - Chubb Ltd. Reduce 2.87% 2,354 0.05
☰ GOOG - Alphabet Inc. Reduce 3.01% 8,220 0.07
☰ OXY - Occidental Petroleum Corp. Reduce 3.01% 6,564 0.07
☰ TMO - Thermo Fisher Scientific Inc. Reduce 3.45% 2,159 0.07
☰ STT - State Street Corp. Reduce 3.54% 1,366 0.02
☰ BMY - Bristol-Myers Squibb Co. Reduce 3.88% 695 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 4.02% 92 0.01
☰ AFL - Aflac Inc. Reduce 5.90% 389 0.00
☰ CVX - Chevron Corp. Reduce 7.23% 9,281 0.18
☰ MSFT - Microsoft Corp. Reduce 7.66% 24,152 0.37
☰ 6683 - General Electric Co Reduce 31.29% 9,342 0.02
☰ TGT - Target Corp. Reduce 32.89% 35,464 0.41
☰ COP - ConocoPhillips Reduce 32.98% 45,408 0.45
☰ KO - The Coca-Cola Co. Reduce 62.33% 63,741 0.46
☰ JCI - Johnson Controls International plc Sell 100.00% 284,611 1.67
☰ HOG - Harley-Davidson, Inc. Sell 100.00% 151,054 1.08
☰ MMM - 3M Co. Sell 100.00% 1,005 0.04
Q1 2018
☰ GS - The Goldman Sachs Group, Inc. Add 2882.16% 29,571 1.24
☰ T - AT&T Inc. Add 24.02% 55,511 0.25
☰ KMB - Kimberly-Clark Corp. Add 12.77% 7,463 0.14
☰ PG - The Procter & Gamble Co. Add 7.71% 16,375 0.22
☰ MDLZ - Mondelez International, Inc. Add 5.60% 9,554 0.07
☰ PEP - PepsiCo, Inc. Add 4.72% 6,948 0.13
☰ GILD - Gilead Sciences, Inc. Add 3.99% 9,561 0.12
☰ GIS - General Mills, Inc. Add 3.62% 4,897 0.04
☰ QCOM - QUALCOMM Inc. Add 3.27% 10,591 0.10
☰ MRK - Merck & Co., Inc. Add 3.08% 5,592 0.05
☰ EFG - iShares MSCI EAFE Growth ETF Add 3.06% 215 0.00
☰ RDS.B - Royal Dutch Shell Plc Add 2.40% 3,399 0.04
☰ CGEN - Compugen Ltd. Add 2.37% 2,000 0.00
☰ UPS - United Parcel Service, Inc. Add 2.21% 1,903 0.03
☰ VZ - Verizon Communications Inc. Add 1.88% 3,505 0.03
☰ JNJ - Johnson & Johnson Add 1.79% 874 0.02
☰ KO - The Coca-Cola Co. Add 1.79% 1,797 0.01
☰ PFE - Pfizer Inc. Add 1.73% 4,491 0.03
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 1.19% 27 0.00
☰ IBM - International Business Machines Corp. Add 1.01% 229 0.01
☰ XOM - ExxonMobil Holdings Corp. Add 0.99% 858 0.01
☰ TGT - Target Corp. Add 0.78% 832 0.01
☰ VIAB - Viacom Inc New Add 0.42% 1,141 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.37% 8 0.00
☰ JCI - Johnson Controls International plc Add 0.30% 858 0.01
☰ NLOK - Symantec Corp Buy 73,141 0.31
☰ ETN - Eaton Corp. plc Reduce 0.01% 38 0.00
☰ OXY - Occidental Petroleum Corp. Reduce 0.02% 40 0.00
☰ TFC - Truist Financial Corp. Reduce 0.10% 312 0.00
☰ WFC - Wells Fargo & Co. Reduce 0.11% 511 0.00
☰ BMY - Bristol-Myers Squibb Co. Reduce 0.17% 30 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 0.61% 16 0.00
☰ MET - MetLife, Inc. Reduce 0.65% 2,785 0.02
☰ CVX - Chevron Corp. Reduce 0.99% 1,289 0.03
☰ DVN - Devon Energy Corp. Reduce 1.01% 1,970 0.01
☰ CB - Chubb Ltd. Reduce 1.20% 994 0.02
☰ ABBV - AbbVie Inc. Reduce 1.51% 3,839 0.06
☰ CVS - CVS Health Corp. Reduce 1.60% 2,476 0.03
☰ GOOG - Alphabet Inc. Reduce 1.91% 5,320 0.04
☰ COP - ConocoPhillips Reduce 2.44% 3,448 0.03
☰ CSCO - Cisco Systems, Inc. Reduce 2.50% 15,643 0.10
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 2.57% 3,058 0.06
☰ SLB - SLB N.V. Reduce 2.98% 5,682 0.06
☰ MS - Morgan Stanley Reduce 3.04% 5,349 0.04
☰ TMO - Thermo Fisher Scientific Inc. Reduce 3.17% 2,050 0.06
☰ TEL - TE Connectivity plc Reduce 3.53% 5,914 0.09
☰ JPM - JPMorgan Chase & Co. Reduce 3.59% 10,909 0.19
☰ COF - Capital One Financial Corp. Reduce 4.00% 5,092 0.08
☰ BA - The Boeing Co. Reduce 4.38% 41 0.00
☰ AAPL - Apple Inc. Reduce 5.85% 8,932 0.06
☰ WMT - Walmart Inc. Reduce 6.41% 750 0.00
☰ MSFT - Microsoft Corp. Reduce 7.89% 27,007 0.37
☰ UTX - United Technologies Corp Reduce 8.15% 12,742 0.26
☰ AXP - American Express Co. Reduce 9.71% 8,385 0.13
☰ 6683 - General Electric Co Reduce 13.61% 4,705 0.01
☰ CMCSA - Comcast Corp. Reduce 13.98% 2,502 0.02
☰ MMM - 3M Co. Reduce 14.08% 197 0.01
☰ HOG - Harley-Davidson, Inc. Reduce 19.48% 36,555 0.30
☰ SRNE - Sorrento Therapeutics, Inc. Reduce 30.56% 22,000 0.01
☰ STT - State Street Corp. Reduce 50.21% 38,911 0.61
☰ WPP - Wpp Plc New Sell 100.00% 33,737 0.49
☰ NVS - Novartis AG Sell 100.00% 2,729 0.04
☰ CL - Colgate-Palmolive Co. Sell 100.00% 2,725 0.03
Q4 2017
☰ MDLZ - Mondelez International, Inc. Add 115.30% 91,367 0.62
☰ KO - The Coca-Cola Co. Add 32.08% 24,405 0.18
☰ SLB - SLB N.V. Add 24.85% 37,983 0.41
☰ MRK - Merck & Co., Inc. Add 17.02% 26,384 0.23
☰ WPP - Wpp Plc New Add 16.57% 4,795 0.07
☰ TGT - Target Corp. Add 13.79% 12,962 0.13
☰ VIAB - Viacom Inc New Add 10.68% 25,918 0.13
☰ GILD - Gilead Sciences, Inc. Add 7.24% 16,178 0.18
☰ VZ - Verizon Communications Inc. Add 7.17% 12,448 0.11
☰ GS - The Goldman Sachs Group, Inc. Add 5.12% 50 0.00
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 2.82% 3,264 0.06
☰ QCOM - QUALCOMM Inc. Add 2.68% 8,444 0.09
☰ IBM - International Business Machines Corp. Add 2.58% 569 0.01
☰ PFE - Pfizer Inc. Add 2.50% 6,321 0.03
☰ GIS - General Mills, Inc. Add 2.36% 3,121 0.03
☰ RDS.B - Royal Dutch Shell Plc Add 1.96% 2,727 0.03
☰ UPS - United Parcel Service, Inc. Add 1.92% 1,622 0.03
☰ KMB - Kimberly-Clark Corp. Add 1.91% 1,094 0.02
☰ BRK.B - Berkshire Hathaway CL B Add 1.68% 36 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 1.24% 1,057 0.01
☰ HOG - Harley-Davidson, Inc. Add 0.80% 1,491 0.01
☰ CMCSA - Comcast Corp. Add 0.03% 5 0.00
☰ BA - The Boeing Co. Buy 937 0.04
☰ CL - Colgate-Palmolive Co. Buy 2,725 0.03
☰ BMY - Bristol-Myers Squibb Co. Reduce 0.06% 10 0.00
☰ PG - The Procter & Gamble Co. Reduce 0.12% 259 0.00
☰ PEP - PepsiCo, Inc. Reduce 0.18% 262 0.00
☰ ETN - Eaton Corp. plc Reduce 0.67% 2,119 0.03
☰ TFC - Truist Financial Corp. Reduce 1.24% 4,067 0.03
☰ MET - MetLife, Inc. Reduce 1.72% 7,517 0.06
☰ WFC - Wells Fargo & Co. Reduce 1.76% 8,421 0.08
☰ AAPL - Apple Inc. Reduce 1.92% 2,984 0.02
☰ UTX - United Technologies Corp Reduce 2.05% 3,276 0.06
☰ JNJ - Johnson & Johnson Reduce 2.21% 1,107 0.02
☰ CGEN - Compugen Ltd. Reduce 2.31% 2,000 0.00
☰ MSFT - Microsoft Corp. Reduce 2.42% 8,483 0.10
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 2.46% 57 0.00
☰ GOOG - Alphabet Inc. Reduce 2.56% 7,300 0.06
☰ CSCO - Cisco Systems, Inc. Reduce 2.61% 16,746 0.09
☰ OXY - Occidental Petroleum Corp. Reduce 2.67% 5,985 0.06
☰ IWM - iShares Russell 2000 ETF Reduce 2.83% 77 0.00
☰ ABBV - AbbVie Inc. Reduce 2.85% 7,445 0.11
☰ COF - Capital One Financial Corp. Reduce 2.91% 3,821 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 3.05% 9,535 0.15
☰ MS - Morgan Stanley Reduce 3.37% 6,142 0.05
☰ STT - State Street Corp. Reduce 3.58% 2,874 0.05
☰ T - AT&T Inc. Reduce 3.59% 8,600 0.04
☰ TMO - Thermo Fisher Scientific Inc. Reduce 3.62% 2,428 0.08
☰ CB - Chubb Ltd. Reduce 3.70% 3,197 0.08
☰ TEL - TE Connectivity plc Reduce 4.96% 8,741 0.12
☰ JCI - Johnson Controls International plc Reduce 5.10% 15,238 0.10
☰ COP - ConocoPhillips Reduce 5.37% 8,004 0.07
☰ WMT - Walmart Inc. Reduce 6.02% 750 0.00
☰ DVN - Devon Energy Corp. Reduce 7.60% 15,999 0.10
☰ CVX - Chevron Corp. Reduce 11.14% 16,249 0.32
☰ NVS - Novartis AG Reduce 18.14% 675 0.01
☰ AXP - American Express Co. Reduce 18.52% 19,627 0.29
☰ MMM - 3M Co. Reduce 29.09% 574 0.02
☰ CVS - CVS Health Corp. Reduce 41.47% 109,689 1.47
☰ 6683 - General Electric Co Reduce 90.17% 316,968 1.26
☰ APMRF - Amper SA madrid ORD F Sell 100.00% 77,664 0.00
☰ EESV - Environmental Energy Service Sell 100.00% 10,000 0.00
Q3 2017
☰ MDLZ - Mondelez International, Inc. Add 1179.33% 73,048 0.49
☰ IBM - International Business Machines Corp. Add 16.93% 3,193 0.07
☰ GIS - General Mills, Inc. Add 12.72% 14,911 0.13
☰ QCOM - QUALCOMM Inc. Add 12.60% 35,311 0.30
☰ KMB - Kimberly-Clark Corp. Add 3.82% 2,112 0.04
☰ CSCO - Cisco Systems, Inc. Add 3.44% 21,353 0.12
☰ T - AT&T Inc. Add 2.81% 6,563 0.03
☰ VZ - Verizon Communications Inc. Add 2.24% 3,807 0.03
☰ TFC - Truist Financial Corp. Add 2.07% 6,642 0.05
☰ XOM - ExxonMobil Holdings Corp. Add 2.01% 1,680 0.02
☰ PFE - Pfizer Inc. Add 1.93% 4,790 0.03
☰ UTX - United Tech. Corp. Add 1.85% 2,902 0.06
☰ KO - The Coca-Cola Co. Add 1.82% 1,359 0.01
☰ JNJ - Johnson & Johnson Add 1.59% 783 0.02
☰ COF - Capital One Financial Corp. Add 1.44% 1,859 0.03
☰ MRK - Merck & Co., Inc. Add 1.43% 2,186 0.02
☰ RDS.B - Royal Dutch Shell PLC CL B Add 1.23% 1,689 0.02
☰ CGEN - Compugen Ltd. Add 1.17% 1,000 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.94% 20 0.00
☰ WFC - Wells Fargo & Co. Add 0.80% 3,814 0.03
☰ ETN - Eaton Corp. plc Add 0.71% 2,214 0.03
☰ UPS - United Parcel Service, Inc. Add 0.63% 529 0.01
☰ PEP - PepsiCo, Inc. Add 0.46% 668 0.01
☰ OXY - Occidental Petroleum Corp. Add 0.45% 995 0.01
☰ TGT - Target Corp. Add 0.31% 286 0.00
☰ CMCSA - Comcast Corp. Add 0.03% 6 0.00
☰ GILD - Gilead Sciences, Inc. Add 0.01% 27 0.00
☰ WPP - WPP Group PLC - Spons ADR Buy 28,942 0.44
☰ BMY - Bristol-Myers Squibb Co. Buy 17,974 0.19
☰ IWM - iShares Russell 2000 ETF Reduce 0.29% 8 0.00
☰ ABBV - AbbVie Inc. Reduce 0.33% 864 0.01
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 0.40% 463 0.01
☰ PG - The Procter & Gamble Co. Reduce 0.42% 897 0.01
☰ VIAB - Viacom Inc. Class B Reduce 0.64% 1,574 0.01
☰ CVS - CVS Health Corp. Reduce 0.65% 1,742 0.02
☰ SLB - SLB N.V. Reduce 0.72% 1,105 0.01
☰ DVN - Devon Energy Corp. Reduce 0.77% 1,633 0.01
☰ GOOG - Alphabet Inc. Reduce 0.80% 2,300 0.02
☰ MS - Morgan Stanley Reduce 0.81% 1,492 0.01
☰ HOG - Harley-Davidson, Inc. Reduce 0.83% 1,564 0.01
☰ AAPL - Apple Inc. Reduce 0.92% 1,444 0.01
☰ JCI - Johnson Controls International plc Reduce 0.96% 2,897 0.02
☰ 6683 - General Electric Co. Reduce 1.00% 3,541 0.02
☰ CVX - Chevron Corp. Reduce 1.12% 1,660 0.03
☰ TEL - TE Connectivity plc Reduce 1.20% 2,144 0.03
☰ JPM - JPMorgan Chase & Co. Reduce 1.22% 3,874 0.06
☰ MSFT - Microsoft Corp. Reduce 1.28% 4,537 0.05
☰ COP - ConocoPhillips Reduce 1.54% 2,336 0.02
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 1.70% 40 0.00
☰ AXP - American Express Co. Reduce 1.86% 2,007 0.03
☰ CB - Chubb Ltd. Reduce 1.92% 1,691 0.04
☰ TMO - Thermo Fisher Scientific Inc. Reduce 2.19% 1,505 0.04
☰ WMT - Walmart Inc. Reduce 7.78% 1,050 0.00
☰ MET - MetLife, Inc. Reduce 9.73% 47,054 0.39
☰ AFL - Aflac Inc. Reduce 15.40% 1,200 0.01
☰ STT - State Street Corp. Reduce 18.75% 18,544 0.28
☰ SNI - Scripps Networks Interactive I Sell 100.00% 16,780 0.20
☰ CL - Colgate-Palmolive Co. Sell 100.00% 2,725 0.03
Q2 2017
☰ 6683 - General Electric Co. Add 880.00% 318,841 1.47
☰ SRNE - Sorrento Therapeutics, Inc. Add 227.27% 50,000 0.01
☰ VIAB - Viacom Inc. Class B Add 33.17% 60,815 0.35
☰ MDLZ - Mondelez International, Inc. Add 31.12% 1,470 0.01
☰ UPS - United Parcel Service, Inc. Add 31.10% 19,962 0.38
☰ KHC - The Kraft Heinz Co. Add 17.20% 488 0.01
☰ SLB - SLB N.V. Add 8.86% 12,523 0.14
☰ TFC - Truist Financial Corp. Add 8.11% 24,085 0.19
☰ HOG - Harley-Davidson, Inc. Add 8.00% 13,897 0.13
☰ T - AT&T Inc. Add 7.96% 17,199 0.08
☰ RDS.B - Royal Dutch Shell PLC CL B Add 6.77% 8,708 0.08
☰ GIS - General Mills, Inc. Add 5.98% 6,616 0.06
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 5.83% 130 0.01
☰ CVS - CVS Health Corp. Add 5.58% 14,070 0.19
☰ VZ - Verizon Communications Inc. Add 5.52% 8,888 0.07
☰ KMB - Kimberly-Clark Corp. Add 5.49% 2,875 0.06
☰ IBM - International Business Machines Corp. Add 5.27% 945 0.02
☰ OXY - Occidental Petroleum Corp. Add 4.68% 9,970 0.10
☰ PFE - Pfizer Inc. Add 4.49% 10,685 0.06
☰ TGT - Target Corp. Add 4.18% 3,760 0.03
☰ GILD - Gilead Sciences, Inc. Add 4.11% 8,815 0.11
☰ MRK - Merck & Co., Inc. Add 3.75% 5,528 0.06
☰ CSCO - Cisco Systems, Inc. Add 3.44% 20,673 0.11
☰ XOM - ExxonMobil Holdings Corp. Add 2.52% 2,060 0.03
☰ BRK.B - Berkshire Hathaway CL B Add 1.38% 29 0.00
☰ PG - The Procter & Gamble Co. Add 1.17% 2,466 0.04
☰ WFC - Wells Fargo & Co. Add 0.95% 4,464 0.04
☰ QCOM - QUALCOMM Inc. Add 0.83% 2,316 0.02
☰ CVX - Chevron Corp. Add 0.68% 992 0.02
☰ JPM - JPMorgan Chase & Co. Add 0.63% 1,998 0.03
☰ MET - MetLife, Inc. Add 0.52% 2,521 0.02
☰ ETN - Eaton Corp. plc Add 0.47% 1,455 0.02
☰ UTX - United Tech. Corp. Add 0.18% 274 0.01
☰ PEP - PepsiCo, Inc. Add 0.15% 214 0.00
☰ SNI - Scripps Networks Interactive I Buy 16,780 0.20
☰ NVS - Novartis AG Buy 3,721 0.05
☰ ABBV - AbbVie Inc. Reduce 0.08% 210 0.00
☰ MSFT - Microsoft Corp. Reduce 0.23% 828 0.01
☰ KO - The Coca-Cola Co. Reduce 0.57% 432 0.00
☰ TEL - TE Connectivity plc Reduce 0.76% 1,372 0.02
☰ AXP - American Express Co. Reduce 0.96% 1,045 0.01
☰ MS - Morgan Stanley Reduce 1.07% 1,980 0.01
☰ COF - Capital One Financial Corp. Reduce 1.09% 1,426 0.02
☰ AAPL - Apple Inc. Reduce 1.11% 1,768 0.01
☰ GOOG - Alphabet Inc. Reduce 1.13% 3,280 0.02
☰ STT - State Street Corp. Reduce 1.67% 1,680 0.02
☰ CL - Colgate-Palmolive Co. Reduce 1.80% 50 0.00
☰ CB - Chubb Ltd. Reduce 1.86% 1,665 0.04
☰ TMO - Thermo Fisher Scientific Inc. Reduce 2.17% 1,524 0.04
☰ JCI - Johnson Controls International plc Reduce 2.53% 7,837 0.06
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 3.22% 3,862 0.08
☰ DVN - Devon Energy Corp. Reduce 3.32% 7,291 0.05
☰ COP - ConocoPhillips Reduce 3.66% 5,750 0.05
☰ JNJ - Johnson & Johnson Reduce 5.48% 2,854 0.06
☰ WMT - Walmart Inc. Reduce 10.36% 1,560 0.01
☰ NLOK - Symantec Corp. Sell 100.00% 175,845 0.95
☰ MCD - McDonald's Corp. Sell 100.00% 31,572 0.72
Q1 2017
☰ CVS - CVS Health Corp. Add 45.34% 78,665 1.09
☰ UPS - United Parcel Service, Inc. Add 20.33% 10,842 0.20
☰ GOOG - Alphabet Inc. Add 15.61% 39,280 0.29
☰ GIS - General Mills, Inc. Add 13.78% 13,394 0.14
☰ KO - The Coca-Cola Co. Add 11.64% 7,834 0.06
☰ BRK.B - Berkshire Hathaway CL B Add 9.97% 190 0.01
☰ PFE - Pfizer Inc. Add 9.64% 20,902 0.12
☰ OXY - Occidental Petroleum Corp. Add 8.72% 17,081 0.19
☰ MRK - Merck & Co., Inc. Add 8.43% 11,450 0.12
☰ GILD - Gilead Sciences, Inc. Add 8.40% 16,632 0.20
☰ CB - Chubb Ltd. Add 8.39% 6,943 0.17
☰ PEP - PepsiCo, Inc. Add 8.29% 11,221 0.22
☰ T - AT&T Inc. Add 7.71% 15,465 0.09
☰ TGT - Target Corp. Add 6.96% 5,855 0.06
☰ JNJ - Johnson & Johnson Add 6.33% 3,105 0.07
☰ VZ - Verizon Communications Inc. Add 6.08% 9,217 0.08
☰ RDS.B - Royal Dutch Shell PLC CL B Add 6.00% 7,275 0.07
☰ VIAB - Viacom Inc. Class B Add 5.27% 9,184 0.08
☰ KMB - Kimberly-Clark Corp. Add 4.93% 2,463 0.06
☰ XOM - ExxonMobil Holdings Corp. Add 4.80% 3,745 0.05
☰ JCI - Johnson Controls International plc Add 4.47% 13,241 0.10
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 0.32% 7 0.00
☰ CMCSA - Comcast Corp. Add 0.08% 15 0.00
☰ CL - Colgate-Palmolive Co. Buy 2,775 0.04
☰ ABBV - AbbVie Inc. Reduce 0.26% 680 0.01
☰ IWM - iShares Russell 2000 ETF Reduce 0.37% 10 0.00
☰ QCOM - QUALCOMM Inc. Reduce 1.40% 3,948 0.04
☰ TFC - Truist Financial Corp. Reduce 1.94% 5,882 0.05
☰ UTX - United Tech. Corp. Reduce 2.48% 3,979 0.07
☰ CVX - Chevron Corp. Reduce 2.81% 4,236 0.08
☰ DVN - Devon Energy Corp. Reduce 3.04% 6,883 0.05
☰ ETN - Eaton Corp. plc Reduce 3.18% 10,230 0.12
☰ MET - MetLife, Inc. Reduce 3.62% 18,063 0.15
☰ WFC - Wells Fargo & Co. Reduce 3.88% 19,022 0.18
☰ PG - The Procter & Gamble Co. Reduce 4.53% 10,015 0.14
☰ MSFT - Microsoft Corp. Reduce 4.81% 17,986 0.19
☰ TMO - Thermo Fisher Scientific Inc. Reduce 4.81% 3,545 0.08
☰ WMT - Walmart Inc. Reduce 4.92% 780 0.00
☰ CSCO - Cisco Systems, Inc. Reduce 5.00% 31,580 0.16
☰ COP - ConocoPhillips Reduce 5.32% 8,834 0.08
☰ STT - State Street Corp. Reduce 6.25% 6,706 0.09
☰ COF - Capital One Financial Corp. Reduce 6.90% 9,691 0.14
☰ SLB - SLB N.V. Reduce 7.92% 12,169 0.17
☰ HOG - Harley-Davidson, Inc. Reduce 8.35% 15,826 0.16
☰ JPM - JPMorgan Chase & Co. Reduce 8.81% 30,426 0.44
☰ AXP - American Express Co. Reduce 9.20% 11,043 0.14
☰ AAPL - Apple Inc. Reduce 9.53% 16,724 0.08
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 11.62% 15,783 0.27
☰ 6683 - General Electric Co. Reduce 13.73% 5,765 0.03
☰ IBM - International Business Machines Corp. Reduce 16.91% 3,647 0.10
☰ TEL - TE Connectivity plc Reduce 20.73% 46,963 0.55
☰ MS - Morgan Stanley Reduce 31.55% 85,670 0.61
☰ MCD - McDonald's Corp. Reduce 39.33% 20,466 0.42
☰ NLOK - Symantec Corp. Reduce 46.38% 152,112 0.62
☰ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 261,000 1.60
☰ SCHW - The Charles Schwab Corp. Sell 100.00% 186,596 1.25
☰ TWX - Time Warner Inc Sell 100.00% 8,331 0.14
☰ BLK - BlackRock, Inc. Sell 100.00% 1,642 0.11
☰ UNH - UnitedHealth Group Inc. Sell 100.00% 4,043 0.11
☰ AMGN - Amgen Inc. Sell 100.00% 3,924 0.10
☰ VFC - V.F. Corp. Sell 100.00% 5,136 0.05
☰ ABT - Abbott Laboratories Sell 100.00% 6,125 0.04
☰ HON - Honeywell International Inc. Sell 100.00% 2,150 0.04
Q4 2016
☰ GOOG - Alphabet Inc. Add 147.79% 150,100 0.98
☰ CB - Chubb Ltd. Add 73.12% 34,946 0.78
☰ KO - The Coca-Cola Co. Add 70.08% 27,733 0.19
☰ ABBV - AbbVie Inc. Add 52.20% 90,091 0.96
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 24.55% 26,778 0.46
☰ CVS - CVS Health Corp. Add 20.71% 29,767 0.40
☰ JCI - Johnson Controls International plc Add 17.91% 45,029 0.31
☰ HOG - Harley-Davidson, Inc. Add 14.00% 23,282 0.23
☰ VZ - Verizon Communications Inc. Add 12.84% 17,256 0.16
☰ MRK - Merck & Co., Inc. Add 11.09% 13,561 0.13
☰ PFE - Pfizer Inc. Add 10.82% 21,168 0.11
☰ KMB - Kimberly-Clark Corp. Add 9.76% 4,438 0.09
☰ TGT - Target Corp. Add 8.33% 6,469 0.08
☰ JNJ - Johnson & Johnson Add 8.27% 3,742 0.07
☰ RDS.B - Royal Dutch Shell PLC CL B Add 8.11% 9,096 0.09
☰ PEP - PepsiCo, Inc. Add 7.48% 9,419 0.17
☰ GIS - General Mills, Inc. Add 7.10% 6,441 0.07
☰ UPS - United Parcel Service, Inc. Add 7.09% 3,531 0.07
☰ GILD - Gilead Sciences, Inc. Add 7.08% 13,104 0.16
☰ OXY - Occidental Petroleum Corp. Add 6.97% 12,757 0.15
☰ IBM - International Business Machines Corp. Add 5.62% 1,147 0.03
☰ T - AT&T Inc. Add 5.32% 10,120 0.06
☰ CSCO - Cisco Systems, Inc. Add 5.18% 31,100 0.16
☰ XOM - ExxonMobil Holdings Corp. Add 5.09% 3,777 0.06
☰ AAPL - Apple Inc. Add 4.70% 7,884 0.04
☰ MCD - McDonald's Corp. Add 3.63% 1,823 0.04
☰ WFC - Wells Fargo & Co. Add 3.31% 15,665 0.15
☰ TMO - Thermo Fisher Scientific Inc. Add 2.64% 1,892 0.05
☰ ETN - Eaton Corp. plc Add 2.60% 8,134 0.09
☰ UTX - United Tech. Corp. Add 2.41% 3,780 0.07
☰ EFG - iShares MSCI EAFE Growth ETF Add 2.26% 155 0.00
☰ COP - ConocoPhillips Add 2.02% 3,280 0.03
☰ IWM - iShares Russell 2000 ETF Add 1.71% 46 0.00
☰ QCOM - QUALCOMM Inc. Add 1.34% 3,719 0.04
☰ TFC - Truist Financial Corp. Add 1.31% 3,908 0.03
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 1.00% 22 0.00
☰ CVX - Chevron Corp. Add 0.72% 1,075 0.02
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 0.67% 1,742 0.01
☰ MSFT - Microsoft Corp. Add 0.54% 2,004 0.02
☰ DVN - Devon Energy Corp. Add 0.46% 1,043 0.01
☰ MET - MetLife, Inc. Add 0.39% 1,937 0.02
☰ PG - The Procter & Gamble Co. Add 0.32% 709 0.01
☰ CMCSA - Comcast Corp. Add 0.03% 6 0.00
☰ GS - The Goldman Sachs Group, Inc. Buy 976 0.04
☰ TEL - TE Connectivity plc Reduce 0.37% 837 0.01
☰ SLB - SLB N.V. Reduce 0.71% 1,104 0.02
☰ AXP - American Express Co. Reduce 1.15% 1,391 0.02
☰ UNH - UnitedHealth Group Inc. Reduce 1.34% 55 0.00
☰ 6683 - General Electric Co. Reduce 1.71% 730 0.00
☰ SRNE - Sorrento Therapeutics, Inc. Reduce 4.88% 1,128 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 6.59% 24,353 0.29
☰ COF - Capital One Financial Corp. Reduce 15.11% 24,985 0.32
☰ VIAB - Viacom Inc. Class B Reduce 15.93% 32,999 0.22
☰ NLOK - Symantec Corp. Reduce 23.44% 100,434 0.45
☰ MS - Morgan Stanley Reduce 31.68% 125,897 0.71
☰ STT - State Street Corp. Reduce 36.65% 62,067 0.76
☰ APMRF - Amper SA madrid ORD F Reduce 49.99% 77,640 0.00
☰ SCHW - The Charles Schwab Corp. Reduce 53.14% 211,571 1.18
☰ CAT - Caterpillar Inc. Sell 100.00% 119,130 1.87
☰ HPQ - HP Inc. Sell 100.00% 336,241 0.92
☰ CL - Colgate-Palmolive Co. Sell 100.00% 2,775 0.04
☰ WM - Waste Management, Inc. Sell 100.00% 3,600 0.04
Q3 2016
☰ MCD - McDonald's Corp. Add 63.14% 19,435 0.39
☰ CVS - CVS Health Corp. Add 41.41% 42,095 0.66
☰ GIS - General Mills, Inc. Add 35.68% 23,860 0.27
☰ KMB - Kimberly-Clark Corp. Add 32.35% 11,116 0.25
☰ TGT - Target Corp. Add 31.71% 18,695 0.23
☰ RDS.B - Royal Dutch Shell PLC CL B Add 27.81% 24,415 0.23
☰ ABBV - AbbVie Inc. Add 26.46% 36,110 0.40
☰ XOM - ExxonMobil Holdings Corp. Add 26.23% 15,419 0.24
☰ VZ - Verizon Communications Inc. Add 24.77% 26,687 0.24
☰ T - AT&T Inc. Add 23.55% 36,297 0.20
☰ UPS - United Parcel Service, Inc. Add 21.22% 8,720 0.17
☰ IBM - International Business Machines Corp. Add 19.37% 3,314 0.09
☰ OXY - Occidental Petroleum Corp. Add 18.93% 29,142 0.37
☰ GILD - Gilead Sciences, Inc. Add 18.73% 29,174 0.41
☰ PFE - Pfizer Inc. Add 17.42% 29,036 0.16
☰ MRK - Merck & Co., Inc. Add 13.17% 14,229 0.15
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 10.10% 23,786 0.19
☰ MET - MetLife, Inc. Add 9.92% 44,885 0.31
☰ SCHW - The Charles Schwab Corp. Add 9.80% 35,537 0.20
☰ JNJ - Johnson & Johnson Add 8.68% 3,617 0.08
☰ ETN - Eaton Corp. plc Add 8.35% 24,123 0.28
☰ WFC - Wells Fargo & Co. Add 7.48% 32,966 0.26
☰ CVX - Chevron Corp. Add 6.67% 9,369 0.17
☰ JPM - JPMorgan Chase & Co. Add 6.49% 22,526 0.26
☰ UTX - United Tech. Corp. Add 6.16% 9,098 0.16
☰ GOOG - Alphabet Inc. Add 5.20% 5,020 0.03
☰ CB - Chubb Ltd. Add 4.47% 2,046 0.05
☰ PEP - PepsiCo, Inc. Add 4.43% 5,342 0.10
☰ MSFT - Microsoft Corp. Add 2.89% 10,445 0.11
☰ QCOM - QUALCOMM Inc. Add 1.53% 4,188 0.05
☰ CSCO - Cisco Systems, Inc. Add 1.28% 7,579 0.04
☰ PG - The Procter & Gamble Co. Add 1.03% 2,253 0.04
☰ AAPL - Apple Inc. Add 0.97% 1,608 0.01
☰ COP - ConocoPhillips Add 0.46% 741 0.01
☰ TFC - Truist Financial Corp. Add 0.42% 1,262 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.05% 1 0.00
☰ JCI - Johnson Controls International plc Buy 251,455 2.06
☰ AMGN - Amgen Inc. Buy 3,924 0.12
☰ TWX - Time Warner Inc Buy 8,331 0.12
☰ BLK - BlackRock, Inc. Buy 1,642 0.10
☰ UNH - UnitedHealth Group Inc. Buy 4,098 0.10
☰ ABT - Abbott Laboratories Buy 6,125 0.05
☰ VFC - V.F. Corp. Buy 5,454 0.05
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.27% 6 0.00
☰ HON - Honeywell International Inc. Reduce 0.48% 11 0.00
☰ KO - The Coca-Cola Co. Reduce 0.50% 200 0.00
☰ AXP - American Express Co. Reduce 1.19% 1,460 0.02
☰ TEL - TE Connectivity plc Reduce 1.38% 3,179 0.04
☰ HOG - Harley-Davidson, Inc. Reduce 1.53% 2,587 0.02
☰ VIAB - Viacom Inc. Class B Reduce 1.86% 3,925 0.03
☰ WMT - Walmart Inc. Reduce 1.86% 300 0.00
☰ MS - Morgan Stanley Reduce 2.37% 9,655 0.05
☰ COF - Capital One Financial Corp. Reduce 2.42% 4,105 0.05
☰ SLB - SLB N.V. Reduce 2.59% 4,107 0.06
☰ DVN - Devon Energy Corp. Reduce 2.70% 6,248 0.04
☰ MMM - 3M Co. Reduce 2.95% 60 0.00
☰ STT - State Street Corp. Reduce 3.05% 5,325 0.06
☰ NLOK - Symantec Corp. Reduce 4.35% 19,478 0.08
☰ CAT - Caterpillar Inc. Reduce 4.53% 5,651 0.08
☰ TMO - Thermo Fisher Scientific Inc. Reduce 6.28% 4,807 0.14
☰ HPQ - HP Inc. Reduce 7.75% 28,237 0.07
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 8.57% 10,221 0.23
☰ 6683 - General Electric Co. Reduce 55.37% 53,017 0.33
☰ JCN - Johnson Controls Inc. Sell 100.00% 308,007 2.65
☰ HPE - Hewlett Packard Enterprise Co. Sell 100.00% 296,524 1.05
☰ 41IS - Unilever PLC - Sponsored ADR Sell 100.00% 71,950 0.67
☰ 1560834D - Sevion Therapeutics Sell 100.00% 20,000 0.00
☰ CDCOR - Comdisco Holding Company, Inc. Sell 100.00% 11,500 0.00
Q2 2016
☰ AAPL - Apple Inc. Add 91.82% 79,472 0.37
☰ ABBV - AbbVie Inc. Add 76.77% 59,269 0.71
☰ HOG - Harley-Davidson, Inc. Add 38.52% 46,969 0.41
☰ GILD - Gilead Sciences, Inc. Add 18.12% 23,901 0.39
☰ RDS.B - Royal Dutch Shell PLC CL B Add 18.00% 13,394 0.15
☰ SCHW - The Charles Schwab Corp. Add 15.05% 47,429 0.23
☰ T - AT&T Inc. Add 13.06% 17,801 0.11
☰ MRK - Merck & Co., Inc. Add 11.46% 11,114 0.12
☰ TGT - Target Corp. Add 10.64% 5,668 0.08
☰ QCOM - QUALCOMM Inc. Add 7.83% 19,886 0.21
☰ WFC - Wells Fargo & Co. Add 7.27% 29,896 0.28
☰ ETN - Eaton Corp. plc Add 4.67% 12,892 0.15
☰ CB - Chubb Ltd. Add 4.40% 1,929 0.05
☰ IBM - International Business Machines Corp. Add 4.33% 710 0.02
☰ MSFT - Microsoft Corp. Add 3.48% 12,175 0.12
☰ UPS - United Parcel Service, Inc. Add 2.91% 1,161 0.02
☰ KMB - Kimberly-Clark Corp. Add 2.47% 827 0.02
☰ MET - MetLife, Inc. Add 2.44% 10,762 0.07
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 2.24% 5,170 0.05
☰ PG - The Procter & Gamble Co. Add 2.01% 4,301 0.07
☰ GIS - General Mills, Inc. Add 1.68% 1,102 0.02
☰ JCN - Johnson Controls Inc. Add 1.64% 4,978 0.04
☰ VZ - Verizon Communications Inc. Add 1.60% 1,701 0.02
☰ 41IS - Unilever PLC - Sponsored ADR Add 1.18% 839 0.01
☰ PFE - Pfizer Inc. Add 1.10% 1,819 0.01
☰ COF - Capital One Financial Corp. Add 0.83% 1,399 0.02
☰ MS - Morgan Stanley Add 0.72% 2,918 0.01
☰ XOM - ExxonMobil Holdings Corp. Add 0.51% 296 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.11% 2 0.00
☰ GOOG - Alphabet Inc. Buy 96,540 0.65
☰ CL - Colgate-Palmolive Co. Buy 2,775 0.04
☰ MDLZ - Mondelez International, Inc. Buy 4,724 0.04
☰ CMCSA - Comcast Corp. Reduce 0.07% 13 0.00
☰ UTX - United Tech. Corp. Reduce 0.34% 508 0.01
☰ HON - Honeywell International Inc. Reduce 0.48% 11 0.00
☰ AXP - American Express Co. Reduce 0.52% 647 0.01
☰ CSCO - Cisco Systems, Inc. Reduce 0.82% 4,894 0.03
☰ PEP - PepsiCo, Inc. Reduce 0.87% 1,057 0.02
☰ TEL - TE Connectivity plc Reduce 0.99% 2,308 0.03
☰ JPM - JPMorgan Chase & Co. Reduce 1.22% 4,298 0.05
☰ DVN - Devon Energy Corp. Reduce 1.23% 2,896 0.02
☰ COP - ConocoPhillips Reduce 1.30% 2,137 0.02
☰ KO - The Coca-Cola Co. Reduce 1.49% 600 0.01
☰ STT - State Street Corp. Reduce 1.80% 3,199 0.04
☰ CVS - CVS Health Corp. Reduce 1.85% 1,912 0.04
☰ CAT - Caterpillar Inc. Reduce 1.93% 2,461 0.04
☰ HPQ - HP Inc. Reduce 1.97% 7,309 0.02
☰ OXY - Occidental Petroleum Corp. Reduce 2.07% 3,250 0.04
☰ WMT - Walmart Inc. Reduce 2.27% 375 0.00
☰ TFC - Truist Financial Corp. Reduce 2.43% 7,414 0.05
☰ VIAB - Viacom Inc. Class B Reduce 2.64% 5,722 0.05
☰ SLB - SLB N.V. Reduce 2.96% 4,840 0.07
☰ CVX - Chevron Corp. Reduce 3.54% 5,154 0.10
☰ MMM - 3M Co. Reduce 3.69% 78 0.00
☰ NLOK - Symantec Corp. Reduce 4.09% 19,120 0.07
☰ TMO - Thermo Fisher Scientific Inc. Reduce 4.69% 3,763 0.10
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 5.73% 7,247 0.15
☰ HPE - Hewlett Packard Enterprise Co. Reduce 6.84% 37,466 0.08
☰ MCD - McDonald's Corp. Reduce 14.73% 5,318 0.13
☰ 6683 - General Electric Co. Reduce 25.31% 32,449 0.20
☰ EFG - iShares MSCI EAFE Growth ETF Reduce 35.94% 3,855 0.05
☰ JNJ - Johnson & Johnson Reduce 73.94% 118,209 2.52
☰ DUK - Duke Energy Corp. Sell 100.00% 43,067 0.69
☰ DD - DuPont de Nemours, Inc. Sell 100.00% 7,895 0.10
☰ BA - The Boeing Co. Sell 100.00% 1,694 0.04
☰ CYPW - Cyclone Power Technologies, In Sell 100.00% 25,000 0.00
☰ IRYS - Itracker System, Inc. Sell 100.00% 110,000 0.00
Q1 2016
☰ AAPL - Apple Inc. Add 434.14% 70,348 0.38
☰ SCHW - The Charles Schwab Corp. Add 314.48% 239,153 1.32
☰ XOM - ExxonMobil Holdings Corp. Add 81.75% 26,308 0.43
☰ DVN - Devon Energy Corp. Add 47.91% 75,964 0.41
☰ UTX - United Tech. Corp. Add 36.17% 39,335 0.78
☰ UPS - United Parcel Service, Inc. Add 34.23% 10,181 0.21
☰ ABBV - AbbVie Inc. Add 25.85% 15,855 0.18
☰ HOG - Harley-Davidson, Inc. Add 18.80% 19,294 0.20
☰ PFE - Pfizer Inc. Add 11.76% 17,347 0.10
☰ QCOM - QUALCOMM Inc. Add 9.38% 21,775 0.22
☰ GILD - Gilead Sciences, Inc. Add 8.78% 10,643 0.19
☰ MS - Morgan Stanley Add 6.94% 26,230 0.13
☰ JCN - Johnson Controls Inc. Add 6.51% 18,522 0.14
☰ MET - MetLife, Inc. Add 3.71% 15,818 0.12
☰ MRK - Merck & Co., Inc. Add 2.83% 2,670 0.03
☰ KMB - Kimberly-Clark Corp. Add 2.20% 722 0.02
☰ IBM - International Business Machines Corp. Add 2.15% 345 0.01
☰ WFC - Wells Fargo & Co. Add 1.90% 7,678 0.07
☰ VIAB - Viacom Inc. Class B Add 1.89% 4,013 0.03
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 1.48% 3,353 0.04
☰ GIS - General Mills, Inc. Add 1.10% 713 0.01
☰ VZ - Verizon Communications Inc. Add 1.07% 1,127 0.01
☰ HPE - Hewlett Packard Enterprise Co. Add 1.03% 5,593 0.01
☰ 41IS - Unilever PLC - Sponsored ADR Add 0.96% 679 0.01
☰ IWM - iShares Russell 2000 ETF Add 0.90% 24 0.00
☰ EFG - iShares MSCI EAFE Growth ETF Add 0.47% 50 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 0.46% 10 0.00
☰ MSFT - Microsoft Corp. Add 0.26% 911 0.01
☰ TGT - Target Corp. Add 0.16% 84 0.00
☰ CB - Chubb Ltd. Buy 43,817 1.03
☰ WM - Waste Management, Inc. Buy 3,600 0.04
☰ CSCO - Cisco Systems, Inc. Reduce 0.35% 2,082 0.01
☰ T - AT&T Inc. Reduce 0.54% 740 0.00
☰ NLOK - Symantec Corp. Reduce 0.77% 3,641 0.01
☰ CVX - Chevron Corp. Reduce 0.85% 1,248 0.02
☰ HPQ - HP Inc. Reduce 0.87% 3,250 0.01
☰ OXY - Occidental Petroleum Corp. Reduce 1.14% 1,805 0.02
☰ AXP - American Express Co. Reduce 1.47% 1,844 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 1.59% 5,666 0.07
☰ RDS.B - Royal Dutch Shell PLC CL B Reduce 1.63% 1,233 0.01
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 1.75% 2,258 0.04
☰ ETN - Eaton Corp. plc Reduce 1.95% 5,500 0.06
☰ COF - Capital One Financial Corp. Reduce 2.07% 3,552 0.05
☰ TEL - TE Connectivity plc Reduce 2.58% 6,162 0.08
☰ STT - State Street Corp. Reduce 2.74% 5,016 0.06
☰ CAT - Caterpillar Inc. Reduce 3.22% 4,236 0.06
☰ CVS - CVS Health Corp. Reduce 3.50% 3,756 0.07
☰ DD - DuPont de Nemours, Inc. Reduce 3.66% 168 0.00
☰ KO - The Coca-Cola Co. Reduce 3.75% 1,575 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.84% 76 0.00
☰ SLB - SLB N.V. Reduce 4.22% 7,207 0.10
☰ PEP - PepsiCo, Inc. Reduce 4.74% 6,057 0.12
☰ TMO - Thermo Fisher Scientific Inc. Reduce 4.98% 4,214 0.12
☰ PG - The Procter & Gamble Co. Reduce 6.68% 15,311 0.24
☰ CMCSA - Comcast Corp. Reduce 7.39% 1,427 0.01
☰ JNJ - Johnson & Johnson Reduce 8.54% 14,935 0.30
☰ HON - Honeywell International Inc. Reduce 12.17% 319 0.01
☰ DUK - Duke Energy Corp. Reduce 18.91% 10,042 0.14
☰ 6683 - General Electric Co. Reduce 20.94% 33,954 0.21
☰ COP - ConocoPhillips Reduce 27.05% 60,880 0.55
☰ TFC - Truist Financial Corp. Reduce 28.27% 120,299 0.88
☰ MCD - McDonald's Corp. Reduce 71.23% 89,390 2.05
☰ SO - The Southern Co. Sell 100.00% 52,589 0.48
☰ APC - Anadarko Pertroleum Corp. Sell 100.00% 47,454 0.45
☰ EFA - iShares MSCI EAFE ETF Sell 100.00% 4,396 0.05
☰ TWX - Time Warner Inc Sell 100.00% 3,753 0.05
☰ MDLZ - Mondelez International, Inc. Sell 100.00% 4,724 0.04
☰ CC - The Chemours Co. Sell 100.00% 12,797 0.01
Q4 2015
☰ UTX - United Tech. Corp. Add 311.72% 82,341 1.54
☰ DUK - Duke Energy Corp. Add 51.69% 18,097 0.25
☰ HOG - Harley-Davidson, Inc. Add 44.04% 31,384 0.28
☰ RDS.B - Royal Dutch Shell PLC CL B Add 6.01% 4,287 0.04
☰ MRK - Merck & Co., Inc. Add 4.56% 4,109 0.04
☰ IWM - iShares Russell 2000 ETF Add 4.26% 109 0.00
☰ IBM - International Business Machines Corp. Add 3.96% 612 0.02
☰ XOM - ExxonMobil Holdings Corp. Add 3.26% 1,016 0.02
☰ VZ - Verizon Communications Inc. Add 3.04% 3,095 0.03
☰ UPS - United Parcel Service, Inc. Add 2.84% 821 0.02
☰ PFE - Pfizer Inc. Add 2.79% 4,008 0.02
☰ T - AT&T Inc. Add 2.71% 3,621 0.02
☰ 41IS - Unilever PLC - Sponsored ADR Add 2.50% 1,718 0.01
☰ GIS - General Mills, Inc. Add 2.03% 1,296 0.01
☰ SO - The Southern Co. Add 1.97% 1,018 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 1.48% 32 0.00
☰ TGT - Target Corp. Add 1.25% 656 0.01
☰ KMB - Kimberly-Clark Corp. Add 1.23% 398 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.30% 6 0.00
☰ HPE - Hewlett Packard Enterprise Co. Buy 542,060 0.93
☰ HPQ - HP Inc. Buy 375,037 0.86
☰ ABBV - AbbVie Inc. Buy 61,346 0.71
☰ APC - Anadarko Pertroleum Corp. Buy 47,454 0.45
☰ EFG - iShares MSCI EAFE Growth ETF Buy 10,675 0.14
☰ CMCSA - Comcast Corp. Buy 19,308 0.10
☰ BA - The Boeing Co. Buy 1,694 0.05
☰ EFA - iShares MSCI EAFE ETF Buy 4,396 0.05
☰ HON - Honeywell International Inc. Buy 2,622 0.05
☰ MMM - 3M Co. Buy 2,111 0.05
☰ TWX - Time Warner Inc Buy 3,753 0.05
☰ KHC - The Kraft Heinz Co. Buy 2,838 0.04
☰ MDLZ - Mondelez International, Inc. Buy 4,724 0.04
☰ KO - The Coca-Cola Co. Reduce 0.24% 100 0.00
☰ AAPL - Apple Inc. Reduce 2.43% 404 0.00
☰ COP - ConocoPhillips Reduce 27.32% 84,604 0.58
☰ JNJ - Johnson & Johnson Reduce 27.46% 66,159 0.89
☰ CVX - Chevron Corp. Reduce 27.61% 55,978 0.64
☰ JPM - JPMorgan Chase & Co. Reduce 27.77% 137,341 1.21
☰ PG - The Procter & Gamble Co. Reduce 28.35% 90,651 0.94
☰ WFC - Wells Fargo & Co. Reduce 28.64% 161,890 1.20
☰ GILD - Gilead Sciences, Inc. Reduce 29.48% 50,678 0.72
☰ 6683 - General Electric Co. Reduce 29.94% 69,284 0.25
☰ MET - MetLife, Inc. Reduce 29.95% 182,023 1.10
☰ CSCO - Cisco Systems, Inc. Reduce 30.30% 260,849 0.99
☰ TFC - Truist Financial Corp. Reduce 31.04% 191,514 0.98
☰ PEP - PepsiCo, Inc. Reduce 31.70% 59,265 0.81
☰ ETN - Eaton Corp. plc Reduce 31.87% 131,703 0.98
☰ AXP - American Express Co. Reduce 32.04% 59,131 0.63
☰ MS - Morgan Stanley Reduce 32.38% 180,930 0.82
☰ CVS - CVS Health Corp. Reduce 32.68% 52,088 0.73
☰ JCN - Johnson Controls Inc. Reduce 33.72% 144,737 0.86
☰ SCHW - The Charles Schwab Corp. Reduce 34.39% 39,858 0.17
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 34.84% 121,350 0.99
☰ SLB - SLB N.V. Reduce 34.88% 91,502 0.91
☰ STT - State Street Corp. Reduce 35.42% 100,336 0.97
☰ TEL - TE Connectivity plc Reduce 35.51% 131,663 1.14
☰ COF - Capital One Financial Corp. Reduce 35.68% 95,214 1.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 35.87% 47,273 0.83
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 35.96% 72,305 0.95
☰ OXY - Occidental Petroleum Corp. Reduce 36.46% 91,240 0.87
☰ NLOK - Symantec Corp. Reduce 37.12% 277,799 0.78
☰ VIAB - Viacom Inc. Class B Reduce 37.40% 127,133 0.79
☰ QCOM - QUALCOMM Inc. Reduce 37.85% 141,472 1.09
☰ CAT - Caterpillar Inc. Reduce 39.42% 85,562 0.80
☰ MCD - McDonald's Corp. Reduce 43.81% 97,846 1.39
☰ MSFT - Microsoft Corp. Reduce 44.91% 284,230 1.81
☰ DVN - Devon Energy Corp. Reduce 56.19% 203,352 1.08
☰ CC - The Chemours Co. Reduce 63.55% 22,309 0.02
☰ DD - DuPont de Nemours, Inc. Reduce 95.34% 93,861 1.16
☰ 6684 - Hewlett-Packard Co. Sell 100.00% 590,351 2.18
☰ ED - Consolidated Edison, Inc. Sell 100.00% 27,630 0.27
☰ CMCSK - Comcast Corp. - Special Class Sell 100.00% 8,730 0.07
Q3 2015
☰ UTX - United Tech. Corp. Add 719.83% 23,193 0.30
☰ VIAB - Viacom Inc. Class B Add 176.68% 217,063 1.35
☰ HOG - Harley-Davidson, Inc. Add 41.37% 20,855 0.16
☰ AXP - American Express Co. Add 19.71% 30,386 0.32
☰ T - AT&T Inc. Add 15.52% 17,923 0.06
☰ IWM - iShares Russell 2000 ETF Add 11.08% 255 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 8.58% 171 0.01
☰ RDS.B - Royal Dutch Shell PLC CL B Add 6.99% 4,664 0.03
☰ IBM - International Business Machines Corp. Add 4.78% 704 0.01
☰ GILD - Gilead Sciences, Inc. Add 4.46% 7,340 0.10
☰ PG - The Procter & Gamble Co. Add 3.97% 12,220 0.13
☰ MRK - Merck & Co., Inc. Add 3.90% 3,386 0.02
☰ UPS - United Parcel Service, Inc. Add 3.82% 1,064 0.02
☰ DUK - Duke Energy Corp. Add 3.53% 1,194 0.01
☰ VZ - Verizon Communications Inc. Add 3.32% 3,271 0.02
☰ 41IS - Unilever PLC - Sponsored ADR Add 3.27% 2,176 0.01
☰ SO - The Southern Co. Add 2.63% 1,324 0.01
☰ PFE - Pfizer Inc. Add 2.39% 3,344 0.01
☰ GIS - General Mills, Inc. Add 2.29% 1,428 0.01
☰ NLOK - Symantec Corp. Add 2.28% 16,656 0.05
☰ CVX - Chevron Corp. Add 2.03% 4,042 0.05
☰ 6683 - General Electric Co. Add 1.83% 4,156 0.02
☰ ETN - Eaton Corp. plc Add 1.78% 7,222 0.05
☰ COP - ConocoPhillips Add 1.69% 5,137 0.04
☰ KMB - Kimberly-Clark Corp. Add 1.61% 513 0.01
☰ CSCO - Cisco Systems, Inc. Add 1.58% 13,377 0.05
☰ JCN - Johnson Controls Inc. Add 1.46% 6,161 0.04
☰ DVN - Devon Energy Corp. Add 1.36% 4,871 0.03
☰ TGT - Target Corp. Add 1.28% 666 0.01
☰ CAT - Caterpillar Inc. Add 1.27% 2,732 0.03
☰ XOM - ExxonMobil Holdings Corp. Add 1.27% 390 0.00
☰ QCOM - QUALCOMM Inc. Add 0.75% 2,798 0.02
☰ CGEN - Compugen Ltd. Add 0.59% 500 0.00
☰ TEL - TE Connectivity plc Add 0.32% 1,181 0.01
☰ 6684 - Hewlett-Packard Co. Add 0.31% 1,843 0.01
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 0.31% 622 0.01
☰ SLB - SLB N.V. Add 0.28% 741 0.01
☰ OXY - Occidental Petroleum Corp. Add 0.22% 561 0.01
☰ COF - Capital One Financial Corp. Add 0.16% 435 0.00
☰ MET - MetLife, Inc. Add 0.08% 515 0.00
☰ DD - DuPont de Nemours, Inc. Add 0.02% 23 0.00
☰ CC - The Chemours Co. Buy 35,106 0.03
☰ CDCOR - Comdisco Holding Company, Inc. Buy 11,500 0.00
☰ KO - The Coca-Cola Co. Reduce 0.47% 200 0.00
☰ MS - Morgan Stanley Reduce 0.56% 3,133 0.02
☰ JNJ - Johnson & Johnson Reduce 0.66% 1,607 0.02
☰ PEP - PepsiCo, Inc. Reduce 0.94% 1,780 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.05% 21 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 1.13% 100 0.00
☰ WFC - Wells Fargo & Co. Reduce 1.89% 10,878 0.08
☰ MSFT - Microsoft Corp. Reduce 1.92% 12,403 0.07
☰ MCD - McDonald's Corp. Reduce 2.07% 4,710 0.06
☰ JPM - JPMorgan Chase & Co. Reduce 2.17% 10,969 0.09
☰ WMT - Walmart Inc. Reduce 2.82% 480 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 2.94% 3,995 0.07
☰ TFC - Truist Financial Corp. Reduce 3.48% 22,237 0.11
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 4.01% 14,559 0.11
☰ AAPL - Apple Inc. Reduce 6.72% 1,196 0.00
☰ STT - State Street Corp. Reduce 9.50% 29,716 0.29
☰ CVS - CVS Health Corp. Reduce 15.24% 28,670 0.38
☰ ED - Consolidated Edison, Inc. Reduce 30.27% 11,996 0.09
☰ SCHW - The Charles Schwab Corp. Reduce 51.42% 122,678 0.50
☰ TDC - Teradata Corp. Sell 100.00% 271,638 1.26
☰ EMR - Emerson Electric Co. Sell 100.00% 40,290 0.28
☰ HON - Honeywell International Inc. Sell 100.00% 3,005 0.04
☰ ABBV - AbbVie Inc. Sell 100.00% 3,234 0.03
☰ AMJ - JPMorgan Alerian MLP Index Sell 100.00% 6,440 0.03
☰ GS - The Goldman Sachs Group, Inc. Sell 100.00% 976 0.03
☰ KRFT - Kraft Foods Group Inc. Sell 100.00% 2,700 0.03
☰ MMM - 3M Co. Sell 100.00% 1,365 0.03
Q2 2015
☰ EMR - Emerson Electric Co. Add 45.33% 12,567 0.09
☰ IWM - iShares Russell 2000 ETF Add 26.78% 486 0.01
☰ SO - The Southern Co. Add 19.67% 8,258 0.04
☰ DUK - Duke Energy Corp. Add 16.18% 4,710 0.04
☰ AAPL - Apple Inc. Add 14.69% 2,280 0.01
☰ VZ - Verizon Communications Inc. Add 13.66% 11,842 0.07
☰ KMB - Kimberly-Clark Corp. Add 13.17% 3,712 0.05
☰ RDS.B - Royal Dutch Shell PLC CL B Add 13.13% 7,742 0.06
☰ ED - Consolidated Edison, Inc. Add 12.77% 4,486 0.03
☰ 41IS - Unilever PLC - Sponsored ADR Add 11.33% 6,773 0.04
☰ GIS - General Mills, Inc. Add 10.26% 5,800 0.04
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 9.39% 171 0.01
☰ MRK - Merck & Co., Inc. Add 9.32% 7,403 0.05
☰ PFE - Pfizer Inc. Add 9.30% 11,922 0.05
☰ CAT - Caterpillar Inc. Add 8.97% 17,649 0.19
☰ T - AT&T Inc. Add 8.23% 8,782 0.03
☰ 6683 - General Electric Co. Add 6.93% 14,720 0.05
☰ QCOM - QUALCOMM Inc. Add 2.88% 10,382 0.08
☰ 6684 - Hewlett-Packard Co. Add 2.80% 16,004 0.06
☰ COP - ConocoPhillips Add 2.06% 6,157 0.05
☰ HON - Honeywell International Inc. Add 2.05% 64 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 1.79% 35 0.00
☰ CSCO - Cisco Systems, Inc. Add 1.38% 11,549 0.04
☰ TDC - Teradata Corp. Add 0.04% 118 0.00
☰ VIAB - Viacom Inc. Class B Buy 122,859 1.00
☰ HOG - Harley-Davidson, Inc. Buy 50,414 0.36
☰ ABBV - AbbVie Inc. Buy 3,234 0.03
☰ GS - The Goldman Sachs Group, Inc. Buy 976 0.03
☰ KO - The Coca-Cola Co. Reduce 0.47% 200 0.00
☰ JCN - Johnson Controls Inc. Reduce 0.87% 3,716 0.02
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.42% 5,245 0.04
☰ MCD - McDonald's Corp. Reduce 1.87% 4,347 0.05
☰ NLOK - Symantec Corp. Reduce 2.13% 15,940 0.04
☰ PG - The Procter & Gamble Co. Reduce 2.39% 7,527 0.07
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 2.42% 4,967 0.07
☰ DVN - Devon Energy Corp. Reduce 2.65% 9,720 0.07
☰ STT - State Street Corp. Reduce 2.89% 9,323 0.08
☰ TEL - TE Connectivity plc Reduce 3.62% 13,882 0.12
☰ SCHW - The Charles Schwab Corp. Reduce 4.58% 11,449 0.04
☰ JNJ - Johnson & Johnson Reduce 6.46% 16,747 0.20
☰ GILD - Gilead Sciences, Inc. Reduce 6.52% 11,486 0.13
☰ MET - MetLife, Inc. Reduce 7.27% 47,601 0.25
☰ CVX - Chevron Corp. Reduce 7.28% 15,602 0.19
☰ ETN - Eaton Corp. plc Reduce 7.45% 32,690 0.26
☰ MSFT - Microsoft Corp. Reduce 7.63% 53,298 0.25
☰ TFC - Truist Financial Corp. Reduce 7.96% 55,318 0.25
☰ PEP - PepsiCo, Inc. Reduce 8.33% 17,147 0.19
☰ OXY - Occidental Petroleum Corp. Reduce 8.43% 22,984 0.19
☰ WFC - Wells Fargo & Co. Reduce 8.65% 54,563 0.34
☰ SLB - SLB N.V. Reduce 9.30% 26,835 0.26
☰ TGT - Target Corp. Reduce 12.36% 7,321 0.07
☰ COF - Capital One Financial Corp. Reduce 12.56% 38,279 0.35
☰ JPM - JPMorgan Chase & Co. Reduce 12.76% 73,965 0.52
☰ MS - Morgan Stanley Reduce 14.97% 98,955 0.41
☰ AXP - American Express Co. Reduce 18.90% 35,914 0.33
☰ TMO - Thermo Fisher Scientific Inc. Reduce 19.61% 33,135 0.52
☰ CVS - CVS Health Corp. Reduce 20.71% 49,113 0.59
☰ DD - DuPont de Nemours, Inc. Reduce 21.18% 26,454 0.39
☰ UPS - United Parcel Service, Inc. Reduce 34.19% 14,471 0.16
☰ XOM - ExxonMobil Holdings Corp. Reduce 44.88% 25,060 0.25
☰ IBM - International Business Machines Corp. Reduce 46.67% 12,897 0.23
☰ CMCSK - Comcast Corp. - Special Class Reduce 87.78% 63,415 0.41
☰ UTX - United Tech. Corp. Reduce 87.81% 23,200 0.32
☰ MMM - 3M Co. Reduce 92.18% 19,255 0.30
☰ HOLX-OLD - Hologic Inc. Sell 100.00% 506,181 1.93
☰ TWX - Time Warner Inc Sell 100.00% 52,558 0.51
☰ RRC - Range Resources Corp. Sell 100.00% 18,020 0.11
☰ APA - APA Corp. Sell 100.00% 12,100 0.08
☰ RDS.A - Royal Dutch Shell PLC ADR - A Sell 100.00% 3,376 0.02
☰ SDY - State Street SPDR S&P Dividend ETF Sell 100.00% 2,600 0.02
Q1 2015
☰ GILD - Gilead Sciences, Inc. Add 209.43% 119,166 1.35
☰ NLOK - Symantec Corp. Add 46.32% 236,700 0.64
☰ 6684 - Hewlett-Packard Co. Add 16.88% 82,694 0.30
☰ MSFT - Microsoft Corp. Add 14.60% 89,002 0.42
☰ AXP - American Express Co. Add 11.91% 20,226 0.18
☰ QCOM - QUALCOMM Inc. Add 10.27% 33,572 0.27
☰ IBM - International Business Machines Corp. Add 8.41% 2,143 0.04
☰ CAT - Caterpillar Inc. Add 7.83% 14,279 0.13
☰ JCN - Johnson Controls Inc. Add 6.25% 25,097 0.15
☰ MET - MetLife, Inc. Add 5.30% 32,989 0.17
☰ TDC - Teradata Corp. Add 4.94% 12,777 0.07
☰ T - AT&T Inc. Add 4.78% 4,870 0.01
☰ MCD - McDonald's Corp. Add 4.66% 10,340 0.12
☰ RDS.B - Royal Dutch Shell PLC CL B Add 4.11% 2,328 0.02
☰ 6683 - General Electric Co. Add 3.99% 8,153 0.02
☰ DUK - Duke Energy Corp. Add 3.74% 1,050 0.01
☰ KMB - Kimberly-Clark Corp. Add 3.49% 951 0.01
☰ VZ - Verizon Communications Inc. Add 3.18% 2,671 0.02
☰ SO - The Southern Co. Add 3.12% 1,269 0.01
☰ 41IS - Unilever PLC - Sponsored ADR Add 2.96% 1,719 0.01
☰ OXY - Occidental Petroleum Corp. Add 2.80% 7,427 0.06
☰ GIS - General Mills, Inc. Add 2.73% 1,500 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 2.71% 48 0.00
☰ DVN - Devon Energy Corp. Add 2.64% 9,445 0.07
☰ MRK - Merck & Co., Inc. Add 2.58% 1,994 0.01
☰ AMJ - JPMorgan Alerian MLP Index Add 2.38% 150 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 2.35% 45 0.00
☰ COP - ConocoPhillips Add 1.87% 5,484 0.04
☰ CVX - Chevron Corp. Add 1.69% 3,571 0.04
☰ SLB - SLB N.V. Add 1.58% 4,490 0.04
☰ TEL - TE Connectivity plc Add 1.44% 5,439 0.05
☰ UPS - United Parcel Service, Inc. Add 1.36% 569 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 1.21% 4,389 0.03
☰ ETN - Eaton Corp. plc Add 1.03% 4,487 0.04
☰ STT - State Street Corp. Add 0.97% 3,091 0.03
☰ PFE - Pfizer Inc. Add 0.86% 1,091 0.00
☰ COF - Capital One Financial Corp. Add 0.13% 388 0.00
☰ AAPL - Apple Inc. Add 0.03% 4 0.00
☰ EMR - Emerson Electric Co. Buy 27,723 0.18
☰ IWM - iShares Russell 2000 ETF Buy 1,815 0.03
☰ KRFT - Kraft Foods Group Inc. Buy 2,700 0.03
☰ RDS.A - Royal Dutch Shell PLC ADR - A Buy 3,376 0.02
☰ TFC - Truist Financial Corp. Reduce 0.00% 7 0.00
☰ UTX - United Tech. Corp. Reduce 0.06% 15 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.09% 65 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.15% 894 0.01
☰ TWX - Time Warner Inc Reduce 0.28% 150 0.00
☰ MMM - 3M Co. Reduce 0.57% 120 0.00
☰ SCHW - The Charles Schwab Corp. Reduce 0.59% 1,479 0.01
☰ JNJ - Johnson & Johnson Reduce 0.68% 1,780 0.02
☰ MS - Morgan Stanley Reduce 0.70% 4,636 0.02
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.79% 447 0.00
☰ PG - The Procter & Gamble Co. Reduce 0.89% 2,823 0.03
☰ WFC - Wells Fargo & Co. Reduce 1.05% 6,663 0.04
☰ TMO - Thermo Fisher Scientific Inc. Reduce 1.63% 2,792 0.04
☰ PEP - PepsiCo, Inc. Reduce 1.89% 3,977 0.04
☰ HON - Honeywell International Inc. Reduce 3.13% 101 0.00
☰ CVS - CVS Health Corp. Reduce 3.70% 9,103 0.10
☰ WMT - Walmart Inc. Reduce 5.58% 1,005 0.00
☰ APA - APA Corp. Reduce 11.83% 1,623 0.01
☰ ED - Consolidated Edison, Inc. Reduce 11.93% 4,759 0.04
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 13.92% 33,220 0.41
☰ CSCO - Cisco Systems, Inc. Reduce 15.31% 151,136 0.47
☰ TGT - Target Corp. Reduce 20.06% 14,855 0.13
☰ DD - DuPont de Nemours, Inc. Reduce 34.50% 65,787 0.98
☰ HOLX-OLD - Hologic Inc. Reduce 47.29% 454,107 1.37
☰ KO - The Coca-Cola Co. Reduce 62.19% 69,820 0.34
☰ ORCL - Oracle Corp. Sell 100.00% 43,285 0.22
☰ APD - Air Products and Chemicals, Inc. Sell 100.00% 12,124 0.20
☰ ABBV - AbbVie Inc. Sell 100.00% 3,234 0.02
☰ INTC - Intel Corp. Sell 100.00% 5,574 0.02
Q4 2014
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 44.97% 550 0.02
☰ NLOK - Symantec Corp. Add 41.90% 150,879 0.44
☰ TDC - Teradata Corp. Add 32.68% 63,732 0.32
☰ GILD - Gilead Sciences, Inc. Add 32.00% 13,793 0.15
☰ VZ - Verizon Communications Inc. Add 22.00% 15,148 0.08
☰ RDS.B - Royal Dutch Shell PLC CL B Add 19.75% 9,339 0.07
☰ T - AT&T Inc. Add 13.75% 12,314 0.04
☰ AMJ - JPMorgan Alerian MLP Index Add 13.54% 750 0.00
☰ PFE - Pfizer Inc. Add 10.87% 12,462 0.04
☰ APA - APA Corp. Add 9.85% 1,230 0.01
☰ MET - MetLife, Inc. Add 7.80% 44,987 0.25
☰ SO - The Southern Co. Add 7.37% 2,794 0.02
☰ XOM - ExxonMobil Holdings Corp. Add 6.92% 3,642 0.04
☰ MRK - Merck & Co., Inc. Add 6.58% 4,777 0.03
☰ ETN - Eaton Corp. plc Add 6.47% 26,374 0.20
☰ SLB - SLB N.V. Add 6.40% 17,091 0.16
☰ TGT - Target Corp. Add 5.21% 3,665 0.03
☰ MCD - McDonald's Corp. Add 5.12% 10,816 0.11
☰ JCN - Johnson Controls Inc. Add 4.98% 19,066 0.10
☰ IBM - International Business Machines Corp. Add 4.96% 1,204 0.02
☰ CVX - Chevron Corp. Add 4.57% 9,215 0.12
☰ 41IS - Unilever PLC - Sponsored ADR Add 4.13% 2,303 0.01
☰ UPS - United Parcel Service, Inc. Add 3.94% 1,584 0.02
☰ HOLX-OLD - Hologic Inc. Add 3.75% 34,668 0.10
☰ CGEN - Compugen Ltd. Add 3.66% 3,000 0.00
☰ DVN - Devon Energy Corp. Add 3.53% 12,176 0.08
☰ 6683 - General Electric Co. Add 3.30% 6,538 0.02
☰ GIS - General Mills, Inc. Add 3.27% 1,743 0.01
☰ COP - ConocoPhillips Add 3.23% 9,159 0.07
☰ QCOM - QUALCOMM Inc. Add 3.10% 9,825 0.08
☰ BRK.B - Berkshire Hathaway CL B Add 2.68% 50 0.00
☰ AAPL - Apple Inc. Add 2.59% 392 0.00
☰ CAT - Caterpillar Inc. Add 0.60% 1,081 0.01
☰ CSCO - Cisco Systems, Inc. Add 0.45% 4,415 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 0.07% 252 0.00
☰ TFC - Truist Financial Corp. Add 0.06% 396 0.00
☰ RRC - Range Resources Corp. Buy 18,020 0.11
☰ HON - Honeywell International Inc. Buy 3,226 0.03
☰ ABBV - AbbVie Inc. Buy 3,234 0.02
☰ INTC - Intel Corp. Buy 5,574 0.02
☰ COF - Capital One Financial Corp. Reduce 0.06% 179 0.00
☰ TEL - TE Connectivity plc Reduce 0.06% 232 0.00
☰ STT - State Street Corp. Reduce 0.29% 940 0.01
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.35% 606 0.01
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.55% 400 0.00
☰ AXP - American Express Co. Reduce 0.56% 960 0.01
☰ 6684 - Hewlett-Packard Co. Reduce 0.69% 3,393 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 0.70% 4,075 0.03
☰ MSFT - Microsoft Corp. Reduce 1.05% 6,459 0.03
☰ SCHW - The Charles Schwab Corp. Reduce 1.37% 3,501 0.01
☰ WFC - Wells Fargo & Co. Reduce 1.55% 10,028 0.06
☰ JNJ - Johnson & Johnson Reduce 1.85% 4,929 0.06
☰ PEP - PepsiCo, Inc. Reduce 1.87% 4,010 0.04
☰ MS - Morgan Stanley Reduce 2.26% 15,394 0.06
☰ KMB - Kimberly-Clark Corp. Reduce 2.66% 743 0.01
☰ DD - DuPont de Nemours, Inc. Reduce 3.27% 6,455 0.10
☰ ORCL - Oracle Corp. Reduce 3.41% 1,530 0.01
☰ OXY - Occidental Petroleum Corp. Reduce 4.65% 12,920 0.14
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 4.66% 11,660 0.13
☰ CVS - CVS Health Corp. Reduce 4.68% 12,081 0.11
☰ APD - Air Products and Chemicals, Inc. Reduce 4.89% 674 0.01
☰ PG - The Procter & Gamble Co. Reduce 5.00% 16,717 0.16
☰ 1560834D - Sevion Therapeutics Reduce 5.16% 1,089 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Reduce 16.53% 515 0.00
☰ ED - Consolidated Edison, Inc. Reduce 22.33% 11,474 0.08
☰ DUK - Duke Energy Corp. Reduce 33.74% 14,286 0.12
☰ KO - The Coca-Cola Co. Reduce 68.66% 245,945 1.22
☰ SWN - Southwestern Energy Company Sell 100.00% 40,505 0.16
☰ K - Kellogg Company Sell 100.00% 18,722 0.13
☰ WPHM - Winston Pharmaceuticals Sell 100.00% 10,115 0.00
Q3 2014
☰ TDC - Teradata Corp. Add 60.36% 73,404 0.36
☰ NLOK - Symantec Corp. Add 55.91% 129,139 0.36
☰ AMJ - JPMorgan Alerian MLP Index Add 18.00% 845 0.00
☰ ETN - Eaton Corp. plc Add 17.11% 59,588 0.44
☰ DUK - Duke Energy Corp. Add 6.75% 2,677 0.02
☰ T - AT&T Inc. Add 6.26% 5,275 0.02
☰ ED - Consolidated Edison, Inc. Add 5.17% 2,526 0.02
☰ SO - The Southern Co. Add 4.97% 1,795 0.01
☰ VZ - Verizon Communications Inc. Add 4.85% 3,186 0.02
☰ 41IS - Unilever PLC - Sponsored ADR Add 4.66% 2,483 0.01
☰ PFE - Pfizer Inc. Add 4.20% 4,624 0.01
☰ KMB - Kimberly-Clark Corp. Add 4.18% 1,122 0.01
☰ 6683 - General Electric Co. Add 4.06% 7,726 0.02
☰ GIS - General Mills, Inc. Add 3.97% 2,035 0.01
☰ RDS.B - Royal Dutch Shell PLC CL B Add 3.59% 1,637 0.02
☰ JCN - Johnson Controls Inc. Add 3.52% 13,024 0.07
☰ DD - DuPont de Nemours, Inc. Add 3.42% 6,521 0.10
☰ MRK - Merck & Co., Inc. Add 2.95% 2,080 0.01
☰ K - Kellogg Company Add 2.72% 496 0.00
☰ TGT - Target Corp. Add 2.45% 1,681 0.01
☰ IBM - International Business Machines Corp. Add 2.43% 577 0.01
☰ QCOM - QUALCOMM Inc. Add 2.09% 6,481 0.06
☰ UPS - United Parcel Service, Inc. Add 1.55% 613 0.01
☰ COF - Capital One Financial Corp. Add 1.40% 4,197 0.04
☰ DVN - Devon Energy Corp. Add 1.40% 4,773 0.04
☰ TFC - Truist Financial Corp. Add 1.25% 8,549 0.04
☰ MCD - McDonald's Corp. Add 1.15% 2,395 0.03
☰ CVX - Chevron Corp. Add 1.11% 2,217 0.03
☰ PEP - PepsiCo, Inc. Add 0.78% 1,648 0.02
☰ AAPL - Apple Inc. Add 0.72% 108 0.00
☰ 6684 - Hewlett-Packard Co. Add 0.70% 3,447 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.70% 13 0.00
☰ GILD - Gilead Sciences, Inc. Add 0.58% 250 0.00
☰ OXY - Occidental Petroleum Corp. Add 0.24% 667 0.01
☰ UTX - United Tech. Corp. Add 0.14% 38 0.00
☰ TWX - Time Warner Inc Add 0.02% 12 0.00
☰ ORCL - Oracle Corp. Add 0.01% 5 0.00
☰ SDY - State Street SPDR S&P Dividend ETF Buy 3,115 0.03
☰ 1560834D - Senesco Technologies Inc Buy 21,089 0.00
☰ HOLX-OLD - Hologic Inc. Reduce 0.06% 518 0.00
☰ PG - The Procter & Gamble Co. Reduce 0.22% 744 0.01
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.27% 195 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.31% 532 0.01
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.38% 200 0.00
☰ AXP - American Express Co. Reduce 0.45% 769 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.47% 1,710 0.01
☰ CSCO - Cisco Systems, Inc. Reduce 0.79% 7,868 0.02
☰ COP - ConocoPhillips Reduce 1.15% 3,292 0.03
☰ WMT - Walmart Inc. Reduce 1.15% 210 0.00
☰ TEL - TE Connectivity plc Reduce 1.18% 4,500 0.03
☰ WFC - Wells Fargo & Co. Reduce 1.60% 10,495 0.06
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 1.81% 4,627 0.05
☰ MET - MetLife, Inc. Reduce 1.91% 11,263 0.06
☰ CAT - Caterpillar Inc. Reduce 2.14% 3,964 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 2.31% 13,802 0.09
☰ MS - Morgan Stanley Reduce 2.56% 17,891 0.07
☰ STT - State Street Corp. Reduce 2.63% 8,648 0.07
☰ APD - Air Products and Chemicals, Inc. Reduce 2.78% 394 0.01
☰ SLB - SLB N.V. Reduce 3.22% 8,867 0.12
☰ JNJ - Johnson & Johnson Reduce 4.69% 13,093 0.16
☰ CVS - CVS Health Corp. Reduce 5.11% 13,916 0.12
☰ MSFT - Microsoft Corp. Reduce 7.97% 53,368 0.25
☰ KO - The Coca-Cola Co. Reduce 13.51% 55,956 0.27
☰ SCHW - The Charles Schwab Corp. Reduce 38.01% 156,345 0.48
Q2 2014
☰ ETN - Eaton Corp. plc Add 62.39% 133,816 1.18
☰ VZ - Verizon Communications Inc. Add 43.41% 19,880 0.11
☰ IBM - International Business Machines Corp. Add 37.52% 6,468 0.13
☰ JCN - Johnson Controls Inc. Add 30.27% 85,889 0.49
☰ T - AT&T Inc. Add 23.22% 15,875 0.05
☰ PFE - Pfizer Inc. Add 16.50% 15,582 0.05
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Add 10.08% 112 0.00
☰ ED - Consolidated Edison, Inc. Add 8.44% 3,800 0.02
☰ GIS - General Mills, Inc. Add 7.00% 3,351 0.02
☰ DUK - Duke Energy Corp. Add 6.95% 2,578 0.02
☰ KO - The Coca-Cola Co. Add 6.80% 26,374 0.13
☰ KMB - Kimberly-Clark Corp. Add 5.70% 1,449 0.02
☰ SO - The Southern Co. Add 4.71% 1,625 0.01
☰ COF - Capital One Financial Corp. Add 3.80% 11,004 0.10
☰ MRK - Merck & Co., Inc. Add 3.76% 2,559 0.02
☰ 6683 - General Electric Co. Add 3.09% 5,704 0.02
☰ RDS.B - Royal Dutch Shell PLC CL B Add 2.93% 1,299 0.01
☰ CGEN - Compugen Ltd. Add 2.50% 2,000 0.00
☰ JPM - JPMorgan Chase & Co. Add 2.16% 12,664 0.08
☰ 6684 - Hewlett-Packard Co. Add 1.45% 6,996 0.03
☰ CVX - Chevron Corp. Add 0.60% 1,197 0.02
☰ STT - State Street Corp. Add 0.34% 1,114 0.01
☰ TFC - Truist Financial Corp. Add 0.33% 2,260 0.01
☰ CMCSK - Comcast Corp. - Special Class Add 0.28% 200 0.00
☰ AAPL - Apple Inc. Add 0.27% 40 0.00
☰ DD - DuPont de Nemours, Inc. Add 0.25% 477 0.01
☰ PG - The Procter & Gamble Co. Add 0.19% 627 0.01
☰ NLOK - Symantec Corp. Buy 230,995 0.60
☰ TDC - Teradata Corp. Buy 121,607 0.56
☰ TGT - Target Corp. Buy 68,718 0.45
☰ GILD - Gilead Sciences, Inc. Buy 42,856 0.40
☰ MMM - 3M Co. Reduce 0.14% 30 0.00
☰ UTX - United Tech. Corp. Reduce 0.38% 100 0.00
☰ MS - Morgan Stanley Reduce 0.46% 3,202 0.01
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.50% 870 0.01
☰ HOLX-OLD - Hologic Inc. Reduce 0.80% 7,445 0.02
☰ PEP - PepsiCo, Inc. Reduce 0.82% 1,764 0.02
☰ ORCL - Oracle Corp. Reduce 1.27% 575 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.43% 5,305 0.03
☰ QCOM - QUALCOMM Inc. Reduce 1.63% 5,162 0.05
☰ SCHW - The Charles Schwab Corp. Reduce 1.79% 7,495 0.02
☰ CSCO - Cisco Systems, Inc. Reduce 2.01% 20,285 0.05
☰ CVS - CVS Health Corp. Reduce 2.09% 5,817 0.05
☰ MCD - McDonald's Corp. Reduce 2.27% 4,856 0.06
☰ TEL - TE Connectivity plc Reduce 2.54% 9,980 0.07
☰ OXY - Occidental Petroleum Corp. Reduce 3.38% 9,715 0.11
☰ MET - MetLife, Inc. Reduce 3.64% 22,241 0.13
☰ MSFT - Microsoft Corp. Reduce 3.70% 25,685 0.13
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 4.51% 12,031 0.13
☰ AXP - American Express Co. Reduce 4.66% 8,394 0.09
☰ WFC - Wells Fargo & Co. Reduce 6.39% 44,892 0.27
☰ CAT - Caterpillar Inc. Reduce 6.50% 12,870 0.15
☰ SLB - SLB N.V. Reduce 6.57% 19,382 0.23
☰ COP - ConocoPhillips Reduce 6.99% 21,573 0.18
☰ JNJ - Johnson & Johnson Reduce 8.61% 26,303 0.31
☰ DVN - Devon Energy Corp. Reduce 9.88% 37,319 0.30
☰ UPS - United Parcel Service, Inc. Reduce 14.17% 6,534 0.08
☰ 41IS - Unilever PLC - Sponsored ADR Reduce 14.98% 9,381 0.05
☰ APD - Air Products and Chemicals, Inc. Reduce 34.84% 7,579 0.10
☰ K - Kellogg Company Reduce 86.37% 115,500 0.86
☰ GLW - Corning Inc. Sell 100.00% 182,151 0.45
☰ INTC - Intel Corp. Sell 100.00% 84,560 0.26
☰ CSX - CSX Corp. Sell 100.00% 47,390 0.16
☰ SDY - State Street SPDR S&P Dividend ETF Sell 100.00% 2,833 0.02
☰ MIIS - MicroIslet, Inc. Sell 100.00% 39,000 0.00
Q1 2014
☰ ETN - Eaton Corp. plc Add 198.17% 142,553 1.28
☰ VZ - Verizon Communications Inc. Add 140.04% 26,718 0.15
☰ HOLX-OLD - Hologic Inc. Add 53.87% 326,841 0.84
☰ COF - Capital One Financial Corp. Add 37.47% 78,853 0.73
☰ PEP - PepsiCo, Inc. Add 27.64% 46,341 0.46
☰ DD - DuPont de Nemours, Inc. Add 17.70% 28,598 0.41
☰ PG - The Procter & Gamble Co. Add 7.23% 22,570 0.22
☰ KO - The Coca-Cola Co. Add 5.62% 20,644 0.10
☰ MCD - McDonald's Corp. Add 5.56% 11,249 0.13
☰ DVN - Devon Energy Corp. Add 5.31% 19,048 0.15
☰ SO - The Southern Co. Add 4.44% 1,466 0.01
☰ ED - Consolidated Edison, Inc. Add 4.14% 1,789 0.01
☰ CVX - Chevron Corp. Add 3.41% 6,537 0.09
☰ 41IS - Unilever PLC - Sponsored ADR Add 3.13% 1,904 0.01
☰ COP - ConocoPhillips Add 2.80% 8,397 0.07
☰ OXY - Occidental Petroleum Corp. Add 2.69% 7,516 0.08
☰ DUK - Duke Energy Corp. Add 2.24% 814 0.01
☰ T - AT&T Inc. Add 2.11% 1,414 0.00
☰ 6683 - General Electric Co. Add 1.96% 3,539 0.01
☰ INTC - Intel Corp. Add 1.93% 1,601 0.00
☰ CMCSK - Comcast Corp. - Special Class Add 1.86% 1,325 0.01
☰ 6684 - Hewlett-Packard Co. Add 1.57% 7,451 0.03
☰ PFE - Pfizer Inc. Add 1.51% 1,401 0.01
☰ UPS - United Parcel Service, Inc. Add 1.31% 595 0.01
☰ RDS.B - Royal Dutch Shell PLC CL B Add 1.12% 490 0.00
☰ KMB - Kimberly-Clark Corp. Add 0.98% 247 0.00
☰ GIS - General Mills, Inc. Add 0.69% 330 0.00
☰ JNJ - Johnson & Johnson Add 0.62% 1,879 0.02
☰ UTX - United Tech. Corp. Add 0.53% 139 0.00
☰ QCOM - QUALCOMM Inc. Add 0.14% 441 0.00
☰ AMJ - JPMorgan Alerian MLP Index Buy 4,695 0.03
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Buy 1,111 0.03
☰ SDY - State Street SPDR S&P Dividend ETF Buy 2,833 0.02
☰ CYPW - Cyclone Power Technologies, In Buy 25,000 0.00
☰ CSCO - Cisco Systems, Inc. Reduce 0.08% 767 0.00
☰ STT - State Street Corp. Reduce 0.11% 364 0.00
☰ TFC - Truist Financial Corp. Reduce 0.12% 845 0.00
☰ ORCL - Oracle Corp. Reduce 0.25% 115 0.00
☰ AAPL - Apple Inc. Reduce 0.37% 56 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.61% 3,609 0.03
☰ SLB - SLB N.V. Reduce 1.11% 3,313 0.04
☰ XOM - ExxonMobil Holdings Corp. Reduce 1.14% 608 0.01
☰ SWN - Southwestern Energy Company Reduce 1.41% 580 0.00
☰ CAT - Caterpillar Inc. Reduce 1.68% 3,383 0.04
☰ MSFT - Microsoft Corp. Reduce 1.79% 12,686 0.06
☰ MET - MetLife, Inc. Reduce 1.85% 11,479 0.07
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 1.97% 5,372 0.06
☰ TEL - TE Connectivity plc Reduce 2.60% 10,463 0.07
☰ MS - Morgan Stanley Reduce 2.76% 19,935 0.08
☰ CVS - CVS Health Corp. Reduce 2.86% 8,188 0.07
☰ TMO - Thermo Fisher Scientific Inc. Reduce 3.62% 6,520 0.09
☰ WFC - Wells Fargo & Co. Reduce 4.06% 29,747 0.16
☰ JCN - Johnson Controls Inc. Reduce 5.36% 16,076 0.10
☰ CGEN - Compugen Ltd. Reduce 5.88% 5,000 0.01
☰ MRK - Merck & Co., Inc. Reduce 10.31% 7,817 0.05
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 12.92% 54,984 0.27
☰ APD - Air Products and Chemicals, Inc. Reduce 14.92% 3,815 0.05
☰ AXP - American Express Co. Reduce 15.66% 33,408 0.37
☰ APA - APA Corp. Reduce 17.93% 2,730 0.03
☰ K - Kellogg Company Reduce 19.40% 32,189 0.24
☰ SCHW - The Charles Schwab Corp. Reduce 30.75% 186,020 0.59
☰ GLW - Corning Inc. Reduce 85.42% 1,067,493 2.31
☰ ADM - Archer-Daniels-Midland Co. Sell 100.00% 380,907 2.01
Q4 2013
☰ COF - Capital One Financial Corp. Add 95.45% 102,775 0.96
☰ MCD - McDonald's Corp. Add 72.95% 85,390 1.00
☰ T - AT&T Inc. Add 34.02% 17,000 0.06
☰ GIS - General Mills, Inc. Add 31.12% 11,290 0.07
☰ SO - The Southern Co. Add 30.99% 7,817 0.04
☰ ED - Consolidated Edison, Inc. Add 27.88% 9,432 0.06
☰ KMB - Kimberly-Clark Corp. Add 26.55% 5,279 0.07
☰ 41IS - Unilever PLC - Sponsored ADR Add 26.23% 12,622 0.06
☰ QCOM - QUALCOMM Inc. Add 25.98% 65,044 0.59
☰ RDS.B - Royal Dutch Shell PLC CL B Add 24.94% 8,755 0.08
☰ APD - Air Products and Chemicals, Inc. Add 24.81% 5,083 0.06
☰ DUK - Duke Energy Corp. Add 23.76% 6,965 0.06
☰ MRK - Merck & Co., Inc. Add 23.46% 14,405 0.08
☰ PFE - Pfizer Inc. Add 22.86% 17,312 0.06
☰ DD - DuPont de Nemours, Inc. Add 19.94% 26,859 0.38
☰ APA - APA Corp. Add 17.23% 2,237 0.02
☰ 6683 - General Electric Co. Add 15.41% 24,160 0.08
☰ K - Kellogg Company Add 14.81% 21,405 0.16
☰ CAT - Caterpillar Inc. Add 13.03% 23,226 0.26
☰ CSCO - Cisco Systems, Inc. Add 9.29% 85,957 0.23
☰ AAPL - Apple Inc. Add 8.48% 1,176 0.00
☰ UPS - United Parcel Service, Inc. Add 7.72% 3,259 0.04
☰ ETN - Eaton Corp. plc Add 7.65% 5,113 0.05
☰ SWN - Southwestern Energy Company Add 3.89% 1,540 0.01
☰ PEP - PepsiCo, Inc. Add 3.53% 5,712 0.06
☰ PG - The Procter & Gamble Co. Add 3.10% 9,389 0.09
☰ 6684 - Hewlett-Packard Co. Add 2.14% 9,977 0.03
☰ TFC - Truist Financial Corp. Add 2.12% 14,185 0.06
☰ TEL - TE Connectivity plc Add 2.07% 8,163 0.05
☰ CVX - Chevron Corp. Add 1.81% 3,409 0.05
☰ COP - ConocoPhillips Add 1.26% 3,737 0.03
☰ WFC - Wells Fargo & Co. Add 0.98% 7,094 0.04
☰ JNJ - Johnson & Johnson Add 0.86% 2,589 0.03
☰ XOM - ExxonMobil Holdings Corp. Add 0.50% 265 0.00
☰ IBM - International Business Machines Corp. Add 0.37% 63 0.00
☰ UTX - United Tech. Corp. Add 0.27% 70 0.00
☰ CMCSK - Comcast Corp. - Special Class Add 0.22% 155 0.00
☰ KO - The Coca-Cola Co. Add 0.22% 824 0.00
☰ SLB - SLB N.V. Add 0.16% 479 0.01
☰ HOLX-OLD - Hologic Inc. Buy 606,742 1.65
☰ VZ - Verizon Communications Inc. Buy 19,079 0.11
☰ CGEN - Compugen Ltd. Buy 85,000 0.09
☰ APMRF - Amper SA madrid ORD F Buy 155,304 0.03
☰ ORCL - Oracle Corp. Reduce 0.24% 110 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.67% 3,978 0.03
☰ STT - State Street Corp. Reduce 0.72% 2,394 0.02
☰ OXY - Occidental Petroleum Corp. Reduce 1.35% 3,822 0.05
☰ TMO - Thermo Fisher Scientific Inc. Reduce 1.48% 2,706 0.03
☰ DVN - Devon Energy Corp. Reduce 1.55% 5,630 0.04
☰ CSX - CSX Corp. Reduce 1.75% 2,535 0.00
☰ CVS - CVS Health Corp. Reduce 2.34% 6,853 0.05
☰ MSFT - Microsoft Corp. Reduce 2.35% 17,066 0.08
☰ GLW - Corning Inc. Reduce 2.56% 32,791 0.06
☰ MS - Morgan Stanley Reduce 2.96% 22,058 0.08
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 3.02% 8,485 0.09
☰ MET - MetLife, Inc. Reduce 3.86% 24,986 0.14
☰ INTC - Intel Corp. Reduce 4.35% 3,770 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 5.58% 25,153 0.13
☰ SRNE - Sorrento Therapeutics, Inc. Reduce 6.09% 1,500 0.00
☰ SCHW - The Charles Schwab Corp. Reduce 10.78% 73,117 0.21
☰ JCN - Johnson Controls Inc. Reduce 22.17% 85,383 0.48
☰ ADM - Archer-Daniels-Midland Co. Reduce 25.64% 131,360 0.65
☰ AXP - American Express Co. Reduce 30.04% 91,625 0.93
☰ EMR - Emerson Electric Co. Sell 100.00% 353,588 3.09
☰ FFNTQ - Friendfinder Networks Inc Sell 100.00% 32,650 0.00
Q3 2013
☰ MCD - McDonald's Corp. Add 570.35% 99,595 1.29
☰ COF - Capital One Financial Corp. Add 228.87% 74,933 0.70
☰ 6684 - Hewlett-Packard Co. Add 91.74% 222,645 0.63
☰ APD - Air Products and Chemicals, Inc. Add 62.41% 7,872 0.10
☰ CAT - Caterpillar Inc. Add 62.41% 68,515 0.77
☰ DD - DuPont de Nemours, Inc. Add 32.47% 33,008 0.47
☰ OXY - Occidental Petroleum Corp. Add 12.52% 31,537 0.38
☰ T - AT&T Inc. Add 8.94% 4,102 0.01
☰ ED - Consolidated Edison, Inc. Add 7.71% 2,422 0.02
☰ DUK - Duke Energy Corp. Add 7.68% 2,091 0.02
☰ KO - The Coca-Cola Co. Add 7.36% 25,108 0.13
☰ RDS.B - Royal Dutch Shell PLC CL B Add 5.76% 1,910 0.02
☰ PFE - Pfizer Inc. Add 4.10% 2,985 0.01
☰ 41IS - Unilever PLC - Sponsored ADR Add 4.08% 1,888 0.01
☰ GIS - General Mills, Inc. Add 4.05% 1,411 0.01
☰ INTC - Intel Corp. Add 3.32% 2,788 0.01
☰ KMB - Kimberly-Clark Corp. Add 3.22% 621 0.01
☰ 6683 - General Electric Co. Add 2.06% 3,171 0.01
☰ MRK - Merck & Co., Inc. Add 1.92% 1,155 0.01
☰ TFC - Truist Financial Corp. Add 1.91% 12,562 0.06
☰ K - Kellogg Company Add 1.62% 2,304 0.02
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 1.20% 5,355 0.03
☰ UPS - United Parcel Service, Inc. Add 1.17% 488 0.01
☰ DVN - Devon Energy Corp. Add 0.97% 3,504 0.03
☰ SWN - Southwestern Energy Company Add 0.71% 280 0.00
☰ ETN - Eaton Corp. plc Add 0.68% 451 0.00
☰ CMCSK - Comcast Corp. - Special Class Add 0.57% 405 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.57% 303 0.00
☰ PG - The Procter & Gamble Co. Add 0.52% 1,573 0.02
☰ JNJ - Johnson & Johnson Add 0.47% 1,409 0.02
☰ IBM - International Business Machines Corp. Add 0.34% 58 0.00
☰ QCOM - QUALCOMM Inc. Buy 250,357 2.28
☰ SO - The Southern Co. Buy 25,223 0.14
☰ AAPL - Apple Inc. Buy 13,860 0.03
☰ SRNE - Sorrento Therapeutics, Inc. Buy 24,628 0.03
☰ UTX - United Tech. Corp. Reduce 0.15% 40 0.00
☰ PEP - PepsiCo, Inc. Reduce 0.29% 471 0.01
☰ CVS - CVS Health Corp. Reduce 0.73% 2,147 0.02
☰ TWX - Time Warner Inc Reduce 1.31% 700 0.01
☰ MS - Morgan Stanley Reduce 1.59% 12,018 0.04
☰ TMO - Thermo Fisher Scientific Inc. Reduce 1.78% 3,324 0.04
☰ MSFT - Microsoft Corp. Reduce 1.91% 14,099 0.07
☰ JPM - JPMorgan Chase & Co. Reduce 2.12% 12,868 0.09
☰ WFC - Wells Fargo & Co. Reduce 2.32% 17,251 0.10
☰ JCN - Johnson Controls Inc. Reduce 2.38% 9,388 0.05
☰ AXP - American Express Co. Reduce 2.54% 7,936 0.08
☰ CSCO - Cisco Systems, Inc. Reduce 3.01% 28,697 0.10
☰ CVX - Chevron Corp. Reduce 3.02% 5,852 0.10
☰ GLW - Corning Inc. Reduce 3.24% 42,994 0.09
☰ COP - ConocoPhillips Reduce 3.81% 11,753 0.10
☰ MET - MetLife, Inc. Reduce 5.09% 34,729 0.20
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 5.31% 15,733 0.16
☰ SLB - SLB N.V. Reduce 5.81% 18,388 0.18
☰ TEL - TE Connectivity plc Reduce 7.00% 29,710 0.19
☰ ADM - Archer-Daniels-Midland Co. Reduce 7.83% 43,522 0.21
☰ EMR - Emerson Electric Co. Reduce 9.10% 35,417 0.27
☰ STT - State Street Corp. Reduce 18.79% 76,471 0.70
☰ SCHW - The Charles Schwab Corp. Reduce 28.88% 275,373 0.82
☰ ORCL - Oracle Corp. Reduce 40.91% 31,580 0.14
☰ TDW - Tidewater Inc. Sell 100.00% 383,570 3.05
☰ TWC - Time Warner Cable Sell 100.00% 23,524 0.37
☰ D - Dominion Energy, Inc. Sell 100.00% 22,375 0.18
☰ ADP - Automatic Data Processing, Inc. Sell 100.00% 13,630 0.13
Q2 2013
☰ DD - DuPont de Nemours, Inc. Add 782.68% 90,141 1.18
☰ 6684 - Hewlett-Packard Co. Add 420.37% 196,050 0.68
☰ MCD - McDonald's Corp. Add 72.46% 7,337 0.10
☰ JCN - Johnson Controls Inc. Add 55.43% 140,720 0.70
☰ PFE - Pfizer Inc. Add 55.12% 25,852 0.10
☰ ED - Consolidated Edison, Inc. Add 48.90% 10,314 0.09
☰ ETN - Eaton Corp. plc Add 48.19% 21,584 0.20
☰ RDS.B - Royal Dutch Shell PLC CL B Add 48.09% 10,778 0.10
☰ 41IS - Unilever PLC - Sponsored ADR Add 45.83% 14,527 0.08
☰ GIS - General Mills, Inc. Add 41.74% 10,269 0.07
☰ INTC - Intel Corp. Add 41.31% 24,537 0.08
☰ T - AT&T Inc. Add 40.91% 13,317 0.05
☰ COF - Capital One Financial Corp. Add 40.48% 9,435 0.08
☰ 6683 - General Electric Co. Add 34.30% 39,218 0.13
☰ D - Dominion Energy, Inc. Add 34.10% 5,690 0.05
☰ MRK - Merck & Co., Inc. Add 33.27% 15,037 0.09
☰ KMB - Kimberly-Clark Corp. Add 29.15% 4,347 0.06
☰ EMR - Emerson Electric Co. Add 14.45% 49,104 0.37
☰ UPS - United Parcel Service, Inc. Add 13.32% 4,909 0.06
☰ SLB - SLB N.V. Add 11.24% 31,952 0.32
☰ OXY - Occidental Petroleum Corp. Add 7.28% 17,108 0.20
☰ TFC - Truist Financial Corp. Add 5.84% 36,260 0.17
☰ MS - Morgan Stanley Add 4.06% 29,520 0.10
☰ PEP - PepsiCo, Inc. Add 3.77% 5,899 0.07
☰ K - Kellogg Company Add 3.61% 4,956 0.04
☰ SWN - Southwestern Energy Company Add 2.33% 895 0.00
☰ COP - ConocoPhillips Add 1.69% 5,116 0.04
☰ PG - The Procter & Gamble Co. Add 1.52% 4,500 0.05
☰ XOM - ExxonMobil Holdings Corp. Add 1.28% 669 0.01
☰ JNJ - Johnson & Johnson Add 1.14% 3,383 0.04
☰ UTX - United Tech. Corp. Add 1.09% 285 0.00
☰ IBM - International Business Machines Corp. Add 1.02% 173 0.00
☰ CVX - Chevron Corp. Add 0.84% 1,617 0.03
☰ TWC - Time Warner Cable Add 0.84% 195 0.00
☰ CSCO - Cisco Systems, Inc. Add 0.82% 7,790 0.03
☰ DVN - Devon Energy Corp. Add 0.65% 2,328 0.02
☰ JPM - JPMorgan Chase & Co. Add 0.51% 3,071 0.02
☰ TWX - Time Warner Inc Add 0.21% 110 0.00
☰ WFC - Wells Fargo & Co. Add 0.14% 1,064 0.01
☰ CAT - Caterpillar Inc. Buy 109,775 1.27
☰ DUK - Duke Energy Corp. Buy 27,219 0.26
☰ APD - Air Products and Chemicals, Inc. Buy 12,613 0.15
☰ BRK.B - Berkshire Hathaway CL B Buy 1,850 0.03
☰ EESV - Enviornmental Energy Service Buy 10,000 0.00
☰ IRYS - Itracker System, Inc. Buy 110,000 0.00
☰ MIIS - MicroIslet, Inc. Buy 39,000 0.00
☰ WPHM - Winston Pharmaceuticals Buy 10,115 0.00
☰ MET - MetLife, Inc. Reduce 0.39% 2,664 0.01
☰ ORCL - Oracle Corp. Reduce 0.42% 325 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 1.17% 2,196 0.02
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.20% 5,421 0.03
☰ AXP - American Express Co. Reduce 1.91% 6,084 0.06
☰ KO - The Coca-Cola Co. Reduce 2.02% 7,029 0.04
☰ ADP - Automatic Data Processing, Inc. Reduce 2.04% 324 0.00
☰ ADM - Archer-Daniels-Midland Co. Reduce 2.08% 11,801 0.06
☰ TEL - TE Connectivity plc Reduce 2.26% 9,807 0.06
☰ MSFT - Microsoft Corp. Reduce 2.37% 17,904 0.08
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 2.39% 7,259 0.08
☰ CVS - CVS Health Corp. Reduce 2.61% 7,918 0.06
☰ GLW - Corning Inc. Reduce 2.82% 38,513 0.08
☰ TDW - Tidewater Inc. Reduce 3.21% 394 0.09
☰ STT - State Street Corp. Reduce 8.75% 39,036 0.34
☰ SCHW - The Charles Schwab Corp. Reduce 16.16% 183,781 0.48
☰ CMCSK - Comcast Corp. - Special Class Reduce 48.11% 65,670 0.38
☰ DLCA - Dell Inc Sell 100.00% 1,073,280 2.28
☰ VODD - Vodafone Group PLC ADR Sell 100.00% 378,005 1.59
☰ HRS - Harris Corp. Sell 100.00% 214,236 1.47
☰ DUKG - Duke Energy Corporation Sell 100.00% 18,071 0.19
☰ AAPL - Apple Inc. Sell 100.00% 483 0.03
Q1 2013
☰ JCN - Johnson Controls Inc. Add 134.97% 145,815 0.76
☰ OXY - Occidental Petroleum Corp. Add 76.14% 101,512 1.13
☰ DD - DuPont de Nemours, Inc. Add 62.14% 4,414 0.06
☰ T - AT&T Inc. Add 61.37% 12,379 0.05
☰ INTC - Intel Corp. Add 30.92% 14,030 0.05
☰ MCD - McDonald's Corp. Add 28.65% 2,255 0.03
☰ ED - Consolidated Edison, Inc. Add 22.33% 3,850 0.03
☰ COF - Capital One Financial Corp. Add 22.21% 4,235 0.03
☰ TFC - Truist Financial Corp. Add 20.57% 105,983 0.49
☰ RDS.B - Royal Dutch Shell PLC CL B Add 20.23% 3,770 0.04
☰ D - Dominion Energy, Inc. Add 12.58% 1,865 0.02
☰ MRK - Merck & Co., Inc. Add 12.11% 4,883 0.03
☰ DVN - Devon Energy Corp. Add 11.77% 37,754 0.32
☰ PEP - PepsiCo, Inc. Add 11.36% 15,970 0.19
☰ DUKG - Duke Energy Corporation Add 8.68% 1,444 0.02
☰ KMB - Kimberly-Clark Corp. Add 7.52% 1,043 0.01
☰ 41IS - Unilever PLC - Sponsored ADR Add 6.79% 2,015 0.01
☰ 6683 - General Electric Co. Add 6.68% 7,155 0.02
☰ SLB - SLB N.V. Add 6.47% 17,275 0.19
☰ GLW - Corning Inc. Add 5.86% 75,466 0.15
☰ PFE - Pfizer Inc. Add 4.92% 2,198 0.01
☰ GIS - General Mills, Inc. Add 4.46% 1,050 0.01
☰ ETN - Eaton Corp. plc Add 4.45% 1,910 0.02
☰ KO - The Coca-Cola Co. Add 4.30% 14,343 0.09
☰ MSFT - Microsoft Corp. Add 3.58% 26,179 0.11
☰ K - Kellogg Company Add 3.41% 4,530 0.04
☰ MS - Morgan Stanley Add 3.05% 21,492 0.07
☰ EMR - Emerson Electric Co. Add 2.66% 8,820 0.07
☰ AAPL - Apple Inc. Add 2.55% 336 0.00
☰ TWC - Time Warner Cable Add 1.52% 350 0.00
☰ UPS - United Parcel Service, Inc. Add 1.28% 465 0.01
☰ UTX - United Tech. Corp. Add 0.04% 10 0.00
☰ 6684 - Hewlett-Packard Co. Buy 46,637 0.16
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.03% 15 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.11% 150 0.00
☰ SWN - Southwestern Energy Company Reduce 0.26% 100 0.00
☰ ORCL - Oracle Corp. Reduce 0.39% 300 0.00
☰ IBM - International Business Machines Corp. Reduce 0.62% 105 0.00
☰ JNJ - Johnson & Johnson Reduce 0.69% 2,065 0.02
☰ ADP - Automatic Data Processing, Inc. Reduce 0.89% 143 0.00
☰ COP - ConocoPhillips Reduce 1.00% 3,074 0.03
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.79% 8,200 0.05
☰ MET - MetLife, Inc. Reduce 1.86% 12,965 0.06
☰ PG - The Procter & Gamble Co. Reduce 1.95% 5,908 0.07
☰ TMO - Thermo Fisher Scientific Inc. Reduce 1.95% 3,755 0.04
☰ WFC - Wells Fargo & Co. Reduce 2.13% 16,131 0.09
☰ AXP - American Express Co. Reduce 2.15% 7,016 0.07
☰ TDW - Tidewater Inc. Reduce 2.38% 299 0.07
☰ HRS - Harris Corp. Reduce 2.62% 5,759 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 2.74% 17,008 0.12
☰ TEL - TE Connectivity plc Reduce 2.99% 13,404 0.08
☰ ADM - Archer-Daniels-Midland Co. Reduce 3.48% 20,452 0.09
☰ SCHW - The Charles Schwab Corp. Reduce 3.61% 42,540 0.10
☰ CSCO - Cisco Systems, Inc. Reduce 4.60% 45,636 0.15
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 4.65% 14,813 0.16
☰ STT - State Street Corp. Reduce 5.84% 27,644 0.21
☰ CVX - Chevron Corp. Reduce 5.99% 12,268 0.22
☰ CVS - CVS Health Corp. Reduce 7.47% 24,463 0.19
☰ DLCA - Dell Inc Reduce 7.62% 88,582 0.15
☰ VODD - Vodafone Group PLC ADR Reduce 46.53% 328,931 1.36
☰ MWW - Monster Worldwide Inc. Sell 100.00% 1,334,816 1.23
☰ COL - Rockwell Collins Inc. Sell 100.00% 31,900 0.30
☰ HNZ - H.J. Heinz Company Sell 100.00% 16,950 0.16
☰ CBZ - CBIZ, Inc. Sell 100.00% 19,885 0.02
☰ IRYS - Itracker System, Inc. Sell 100.00% 110,000 0.00
☰ WPHM - Winston Pharmaceuticals Sell 100.00% 10,115 0.00
Q4 2012
☰ OXY - Occidental Petroleum Corp. Add 118.71% 72,365 0.87
☰ MCD - McDonald's Corp. Add 115.32% 4,215 0.06
☰ T - AT&T Inc. Add 103.35% 10,251 0.04
☰ AAPL - Apple Inc. Add 34.57% 3,388 0.01
☰ SLB - SLB N.V. Add 25.61% 54,455 0.62
☰ PEP - PepsiCo, Inc. Add 16.44% 19,840 0.22
☰ KO - The Coca-Cola Co. Add 7.60% 23,578 0.14
☰ TFC - Truist Financial Corp. Add 6.83% 32,952 0.16
☰ K - Kellogg Company Add 5.70% 7,155 0.07
☰ INTC - Intel Corp. Add 5.21% 2,245 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 4.85% 21,230 0.13
☰ EMR - Emerson Electric Co. Add 4.10% 13,030 0.11
☰ ED - Consolidated Edison, Inc. Add 4.01% 665 0.01
☰ DUKG - Duke Energy Corporation Add 3.83% 613 0.01
☰ D - Dominion Energy, Inc. Add 2.49% 360 0.00
☰ ADP - Automatic Data Processing, Inc. Add 2.38% 371 0.00
☰ 6683 - General Electric Co. Add 1.99% 2,089 0.01
☰ TEL - TE Connectivity plc Add 1.15% 5,085 0.03
☰ SWN - Southwestern Energy Company Add 0.92% 350 0.00
☰ UPS - United Parcel Service, Inc. Add 0.90% 325 0.00
☰ SCHW - The Charles Schwab Corp. Add 0.82% 9,592 0.02
☰ HNZ - H.J. Heinz Company Add 0.77% 130 0.00
☰ JCN - Johnson Controls Inc. Buy 108,035 0.54
☰ DD - DuPont de Nemours, Inc. Buy 7,103 0.09
☰ AFL - Aflac Inc. Buy 7,790 0.03
☰ WPHM - Winston Pharmaceuticals Buy 10,115 0.00
☰ MSFT - Microsoft Corp. Reduce 0.09% 684 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.09% 45 0.00
☰ GIS - General Mills, Inc. Reduce 0.13% 30 0.00
☰ COL - Rockwell Collins Inc. Reduce 0.19% 6 0.00
☰ MRK - Merck & Co., Inc. Reduce 0.24% 99 0.00
☰ KMB - Kimberly-Clark Corp. Reduce 0.41% 57 0.00
☰ RDS.B - Royal Dutch Shell PLC CL B Reduce 0.45% 85 0.00
☰ PFE - Pfizer Inc. Reduce 0.75% 337 0.00
☰ UTX - United Tech. Corp. Reduce 0.95% 250 0.00
☰ TWX - Time Warner Inc Reduce 1.11% 600 0.00
☰ ETN - Eaton Corp. plc Reduce 1.32% 575 0.00
☰ 41IS - Unilever PLC - Sponsored ADR Reduce 1.33% 400 0.00
☰ DVN - Devon Energy Corp. Reduce 1.78% 5,811 0.05
☰ PG - The Procter & Gamble Co. Reduce 1.93% 5,952 0.06
☰ AXP - American Express Co. Reduce 2.65% 8,859 0.08
☰ VODD - Vodafone Group PLC ADR Reduce 2.87% 20,882 0.09
☰ CVX - Chevron Corp. Reduce 3.17% 6,695 0.12
☰ TMO - Thermo Fisher Scientific Inc. Reduce 3.19% 6,328 0.06
☰ DLCA - Dell Inc Reduce 4.40% 53,531 0.08
☰ TDW - Tidewater Inc. Reduce 4.49% 591 0.14
☰ JNJ - Johnson & Johnson Reduce 4.81% 15,081 0.16
☰ MET - MetLife, Inc. Reduce 4.94% 36,246 0.17
☰ COP - ConocoPhillips Reduce 5.08% 16,370 0.14
☰ APA - APA Corp. Reduce 5.11% 700 0.01
☰ ADM - Archer-Daniels-Midland Co. Reduce 5.42% 33,681 0.14
☰ WFC - Wells Fargo & Co. Reduce 5.49% 44,004 0.23
☰ GLW - Corning Inc. Reduce 5.61% 76,577 0.15
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 5.97% 20,218 0.20
☰ CVS - CVS Health Corp. Reduce 6.05% 21,097 0.15
☰ JPM - JPMorgan Chase & Co. Reduce 6.11% 40,348 0.24
☰ STT - State Street Corp. Reduce 6.64% 33,683 0.21
☰ MS - Morgan Stanley Reduce 7.06% 53,571 0.13
☰ MWW - Monster Worldwide Inc. Reduce 10.80% 161,630 0.18
☰ CSCO - Cisco Systems, Inc. Reduce 12.30% 139,166 0.40
☰ TWC - Time Warner Cable Reduce 22.98% 6,857 0.10
☰ HRS - Harris Corp. Reduce 44.69% 177,763 1.36
☰ STJ - St. Jude Medical Inc. Sell 100.00% 527,320 3.32
☰ AAGBP - Alcoa Inc. Sell 100.00% 1,274,814 1.69
☰ WU - The Western Union Co. Sell 100.00% 316,860 0.86
☰ SYY - Sysco Corp. Sell 100.00% 21,515 0.10
☰ 6684 - Hewlett-Packard Co. Sell 100.00% 35,117 0.09
Q3 2012
☰ K - Kellogg Company Add 953.84% 113,650 0.88
☰ ETN - Eaton Corp. plc Add 288.64% 32,270 0.23
☰ SLB - SLB N.V. Add 73.27% 89,924 0.97
☰ 41IS - Unilever PLC - Sponsored ADR Add 23.76% 5,775 0.03
☰ ADM - Archer-Daniels-Midland Co. Add 22.98% 116,189 0.47
☰ INTC - Intel Corp. Add 21.49% 7,628 0.03
☰ SCHW - The Charles Schwab Corp. Add 20.39% 198,188 0.38
☰ JNJ - Johnson & Johnson Add 17.89% 47,550 0.49
☰ HNZ - H.J. Heinz Company Add 11.43% 1,725 0.01
☰ KMB - Kimberly-Clark Corp. Add 11.06% 1,387 0.02
☰ GIS - General Mills, Inc. Add 10.76% 2,290 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 10.52% 41,651 0.26
☰ D - Dominion Energy, Inc. Add 10.47% 1,370 0.01
☰ EMR - Emerson Electric Co. Add 9.69% 28,090 0.20
☰ ED - Consolidated Edison, Inc. Add 9.15% 1,390 0.01
☰ SYY - Sysco Corp. Add 7.79% 1,555 0.01
☰ RDS.B - Royal Dutch Shell PLC CL B Add 7.65% 1,330 0.01
☰ MRK - Merck & Co., Inc. Add 6.30% 2,395 0.02
☰ UPS - United Parcel Service, Inc. Add 4.69% 1,615 0.02
☰ 6683 - General Electric Co. Add 3.91% 3,955 0.01
☰ PG - The Procter & Gamble Co. Add 0.92% 2,800 0.03
☰ UTX - United Tech. Corp. Add 0.19% 50 0.00
☰ OXY - Occidental Petroleum Corp. Buy 60,962 0.75
☰ PFE - Pfizer Inc. Buy 45,038 0.16
☰ MCD - McDonald's Corp. Buy 3,655 0.05
☰ FFNTQ - Friendfinder Networks Inc Buy 32,650 0.00
☰ PEP - PepsiCo, Inc. Reduce 0.17% 209 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.21% 110 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.54% 1,074 0.01
☰ IBM - International Business Machines Corp. Reduce 0.61% 104 0.00
☰ APA - APA Corp. Reduce 1.58% 220 0.00
☰ TWX - Time Warner Inc Reduce 1.58% 866 0.00
☰ TDW - Tidewater Inc. Reduce 2.68% 363 0.08
☰ DVN - Devon Energy Corp. Reduce 4.34% 14,823 0.12
☰ KO - The Coca-Cola Co. Reduce 4.85% 15,807 0.09
☰ COP - ConocoPhillips Reduce 4.89% 16,574 0.13
☰ JPM - JPMorgan Chase & Co. Reduce 5.14% 35,803 0.18
☰ WMT - Walmart Inc. Reduce 5.30% 1,020 0.00
☰ MET - MetLife, Inc. Reduce 5.72% 44,492 0.18
☰ DLCA - Dell Inc Reduce 5.91% 76,275 0.14
☰ VODD - Vodafone Group PLC ADR Reduce 6.32% 49,070 0.20
☰ AAGBP - Alcoa Inc. Reduce 6.36% 86,589 0.11
☰ MS - Morgan Stanley Reduce 6.38% 51,740 0.11
☰ AAPL - Apple Inc. Reduce 6.42% 672 0.00
☰ STJ - St. Jude Medical Inc. Reduce 6.42% 36,161 0.21
☰ CSCO - Cisco Systems, Inc. Reduce 6.84% 83,082 0.21
☰ AXP - American Express Co. Reduce 6.93% 24,925 0.21
☰ CVS - CVS Health Corp. Reduce 6.93% 25,950 0.18
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 7.31% 26,707 0.24
☰ MSFT - Microsoft Corp. Reduce 7.51% 59,350 0.26
☰ GLW - Corning Inc. Reduce 7.55% 111,511 0.21
☰ CVX - Chevron Corp. Reduce 8.03% 18,466 0.28
☰ WFC - Wells Fargo & Co. Reduce 8.49% 74,413 0.36
☰ TEL - TE Connectivity plc Reduce 8.57% 41,486 0.19
☰ MWW - Monster Worldwide Inc. Reduce 9.42% 155,694 0.19
☰ TFC - Truist Financial Corp. Reduce 10.21% 54,822 0.24
☰ HRS - Harris Corp. Reduce 10.84% 48,383 0.29
☰ STT - State Street Corp. Reduce 10.89% 62,005 0.40
☰ TWC - Time Warner Cable Reduce 13.79% 4,772 0.06
☰ ADP - Automatic Data Processing, Inc. Reduce 14.36% 2,620 0.02
☰ DUKG - Duke Energy Corporation Reduce 63.07% 27,352 0.09
☰ WU - The Western Union Co. Reduce 64.18% 567,630 1.38
☰ VLO - Valero Energy Corp. Sell 100.00% 639,535 2.23
☰ SPLS* - Staples Inc. Sell 100.00% 1,055,674 1.99
☰ WAG - Walgreen Co. Sell 100.00% 250,897 1.07
☰ ABT - Abbott Laboratories Sell 100.00% 12,169 0.11
☰ KFT - Kraft Foods Inc - A Sell 100.00% 15,945 0.09
Q2 2012
☰ EMR - Emerson Electric Co. Add 2557.75% 279,051 1.88
☰ SLB - SLB N.V. Add 641.56% 106,178 1.00
☰ TMO - Thermo Fisher Scientific Inc. Add 458.59% 163,900 1.23
☰ CBZ - CBIZ, Inc. Add 81.98% 8,958 0.01
☰ JNJ - Johnson & Johnson Add 60.53% 100,207 0.98
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 31.48% 94,816 0.54
☰ TEL - TE Connectivity plc Add 22.88% 90,193 0.42
☰ INTC - Intel Corp. Add 11.60% 3,691 0.01
☰ GIS - General Mills, Inc. Add 11.47% 2,190 0.01
☰ RDS.B - Royal Dutch Shell PLC CL B Add 9.31% 1,482 0.01
☰ K - Kellogg Company Add 8.96% 980 0.01
☰ STJ - St. Jude Medical Inc. Add 8.17% 42,541 0.25
☰ VODD - Vodafone Group PLC ADR Add 7.82% 56,318 0.23
☰ D - Dominion Energy, Inc. Add 7.25% 885 0.01
☰ HNZ - H.J. Heinz Company Add 6.60% 935 0.01
☰ ED - Consolidated Edison, Inc. Add 6.52% 930 0.01
☰ DUKG - Duke Energy Corporation Add 6.48% 2,640 0.01
☰ SCHW - The Charles Schwab Corp. Add 6.23% 57,032 0.11
☰ ADP - Automatic Data Processing, Inc. Add 5.60% 968 0.01
☰ KMB - Kimberly-Clark Corp. Add 5.48% 652 0.01
☰ MRK - Merck & Co., Inc. Add 5.35% 1,931 0.01
☰ MS - Morgan Stanley Add 3.87% 30,192 0.06
☰ 6683 - General Electric Co. Add 3.63% 3,542 0.01
☰ PG - The Procter & Gamble Co. Add 3.51% 10,364 0.09
☰ TWC - Time Warner Cable Add 3.28% 1,100 0.01
☰ APA - APA Corp. Add 2.53% 343 0.00
☰ JPM - JPMorgan Chase & Co. Add 2.30% 15,643 0.08
☰ PEP - PepsiCo, Inc. Add 1.75% 2,077 0.02
☰ T - AT&T Inc. Add 1.57% 153 0.00
☰ UPS - United Parcel Service, Inc. Add 1.19% 405 0.00
☰ CSCO - Cisco Systems, Inc. Add 0.85% 10,221 0.03
☰ MET - MetLife, Inc. Add 0.31% 2,434 0.01
☰ TWX - Time Warner Inc Add 0.27% 150 0.00
☰ UTX - United Tech. Corp. Add 0.02% 5 0.00
☰ 41IS - Unilever PLC - Sponsored ADR Buy 24,310 0.12
☰ ETN - Eaton Corp. plc Buy 11,180 0.06
☰ AAPL - Apple Inc. Buy 10,472 0.03
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.43% 225 0.00
☰ MMM - 3M Co. Reduce 0.45% 95 0.00
☰ GLW - Corning Inc. Reduce 0.60% 8,933 0.02
☰ IBM - International Business Machines Corp. Reduce 0.62% 107 0.00
☰ CSX - CSX Corp. Reduce 0.63% 915 0.00
☰ ORCL - Oracle Corp. Reduce 0.64% 500 0.00
☰ COF - Capital One Financial Corp. Reduce 0.65% 125 0.00
☰ COL - Rockwell Collins Inc. Reduce 0.65% 21 0.00
☰ SWN - Southwestern Energy Company Reduce 0.65% 250 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.71% 975 0.00
☰ TFC - Truist Financial Corp. Reduce 0.71% 3,860 0.02
☰ TDW - Tidewater Inc. Reduce 1.12% 153 0.03
☰ SPLS* - Staples Inc. Reduce 1.31% 14,063 0.03
☰ DVN - Devon Energy Corp. Reduce 1.33% 4,603 0.04
☰ VLO - Valero Energy Corp. Reduce 1.49% 10,610 0.03
☰ DLCA - Dell Inc Reduce 1.62% 21,217 0.05
☰ AAGBP - Alcoa Inc. Reduce 1.68% 23,279 0.03
☰ MWW - Monster Worldwide Inc. Reduce 1.73% 29,136 0.04
☰ CVX - Chevron Corp. Reduce 2.10% 4,936 0.07
☰ HRS - Harris Corp. Reduce 2.25% 10,279 0.06
☰ STT - State Street Corp. Reduce 2.90% 16,988 0.10
☰ WFC - Wells Fargo & Co. Reduce 3.05% 27,543 0.12
☰ KO - The Coca-Cola Co. Reduce 3.07% 10,326 0.05
☰ CVS - CVS Health Corp. Reduce 3.40% 13,197 0.08
☰ AXP - American Express Co. Reduce 4.11% 15,435 0.12
☰ MSFT - Microsoft Corp. Reduce 4.35% 35,983 0.15
☰ ADM - Archer-Daniels-Midland Co. Reduce 5.22% 27,865 0.12
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 9.03% 36,266 0.30
☰ 6684 - Hewlett-Packard Co. Reduce 11.80% 4,700 0.01
☰ KFT - Kraft Foods Inc - A Reduce 19.00% 3,740 0.02
☰ SYY - Sysco Corp. Reduce 21.00% 5,306 0.02
☰ WU - The Western Union Co. Reduce 21.79% 246,396 0.57
☰ ABT - Abbott Laboratories Reduce 23.17% 7,649 0.03
☰ COP - ConocoPhillips Reduce 26.21% 120,457 0.92
☰ WAG - Walgreen Co. Reduce 55.00% 306,643 1.35
☰ EBAY - eBay Inc. Sell 100.00% 378,593 1.83
☰ CCL - Carnival Corp. Ltd. Sell 100.00% 434,984 1.83
☰ AEP - American Electric Power Co., Inc. Sell 100.00% 21,180 0.11
☰ HON - Honeywell International Inc. Sell 100.00% 6,690 0.05
Q1 2012
☰ PEP - PepsiCo, Inc. Add 1132.22% 109,203 0.95
☰ JNJ - Johnson & Johnson Add 398.91% 132,365 1.15
☰ VODD - Vodafone Group PLC ADR Add 55.65% 257,625 0.93
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 52.32% 103,453 0.61
☰ SCHW - The Charles Schwab Corp. Add 51.85% 312,387 0.59
☰ 6683 - General Electric Co. Add 38.73% 27,250 0.07
☰ RDS.B - Royal Dutch Shell PLC CL B Add 27.02% 3,385 0.03
☰ HON - Honeywell International Inc. Add 26.59% 1,491 0.01
☰ K - Kellogg Company Add 21.97% 1,970 0.01
☰ AEP - American Electric Power Co., Inc. Add 21.51% 3,750 0.02
☰ ED - Consolidated Edison, Inc. Add 21.47% 2,520 0.02
☰ KMB - Kimberly-Clark Corp. Add 21.08% 2,070 0.02
☰ SYY - Sysco Corp. Add 20.88% 4,365 0.02
☰ DUKG - Duke Energy Corporation Add 20.76% 7,000 0.02
☰ HNZ - H.J. Heinz Company Add 20.00% 2,360 0.02
☰ GIS - General Mills, Inc. Add 19.00% 3,050 0.02
☰ ADP - Automatic Data Processing, Inc. Add 17.70% 2,597 0.02
☰ PG - The Procter & Gamble Co. Add 13.71% 35,601 0.31
☰ TWC - Time Warner Cable Add 11.32% 3,407 0.04
☰ MRK - Merck & Co., Inc. Add 10.87% 3,537 0.02
☰ KFT - Kraft Foods Inc - A Add 10.16% 1,815 0.01
☰ GLW - Corning Inc. Add 8.21% 112,766 0.21
☰ INTC - Intel Corp. Add 7.23% 2,146 0.01
☰ UPS - United Parcel Service, Inc. Add 2.62% 870 0.01
☰ MET - MetLife, Inc. Add 2.58% 19,495 0.09
☰ TWX - Time Warner Inc Add 1.96% 1,050 0.01
☰ DVN - Devon Energy Corp. Add 1.77% 6,004 0.06
☰ TDW - Tidewater Inc. Add 1.65% 222 0.05
☰ UTX - United Tech. Corp. Add 1.16% 300 0.00
☰ SWN - Southwestern Energy Company Buy 38,370 0.15
☰ COF - Capital One Financial Corp. Buy 19,195 0.14
☰ D - Dominion Energy, Inc. Buy 12,205 0.08
☰ EMR - Emerson Electric Co. Buy 10,910 0.07
☰ MS - Morgan Stanley Reduce 0.46% 3,566 0.01
☰ COL - Rockwell Collins Inc. Reduce 0.74% 24 0.00
☰ CSX - CSX Corp. Reduce 0.75% 1,095 0.00
☰ TMO - Thermo Fisher Scientific Inc. Reduce 0.78% 280 0.00
☰ SLB - SLB N.V. Reduce 1.05% 175 0.00
☰ ORCL - Oracle Corp. Reduce 1.24% 980 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 1.39% 1,940 0.01
☰ MMM - 3M Co. Reduce 1.81% 389 0.00
☰ IBM - International Business Machines Corp. Reduce 1.95% 343 0.01
☰ 6684 - Hewlett-Packard Co. Reduce 2.33% 950 0.00
☰ TFC - Truist Financial Corp. Reduce 2.56% 14,240 0.05
☰ AAGBP - Alcoa Inc. Reduce 2.71% 38,624 0.05
☰ MWW - Monster Worldwide Inc. Reduce 2.91% 50,394 0.06
☰ CVX - Chevron Corp. Reduce 2.92% 7,065 0.11
☰ STT - State Street Corp. Reduce 2.97% 17,937 0.10
☰ APA - APA Corp. Reduce 3.40% 478 0.01
☰ SPLS* - Staples Inc. Reduce 4.01% 44,694 0.09
☰ TEL - TE Connectivity plc Reduce 4.29% 17,665 0.08
☰ STJ - St. Jude Medical Inc. Reduce 4.58% 25,030 0.12
☰ JPM - JPMorgan Chase & Co. Reduce 4.60% 32,806 0.16
☰ KO - The Coca-Cola Co. Reduce 4.73% 16,722 0.08
☰ WAG - Walgreen Co. Reduce 4.74% 27,746 0.13
☰ T - AT&T Inc. Reduce 5.45% 563 0.00
☰ CVS - CVS Health Corp. Reduce 5.51% 22,601 0.13
☰ WU - The Western Union Co. Reduce 5.59% 66,969 0.18
☰ COP - ConocoPhillips Reduce 5.97% 29,188 0.23
☰ WFC - Wells Fargo & Co. Reduce 6.14% 59,102 0.23
☰ CCL - Carnival Corp. Ltd. Reduce 6.25% 29,021 0.14
☰ VLO - Valero Energy Corp. Reduce 6.30% 47,779 0.13
☰ CSCO - Cisco Systems, Inc. Reduce 6.34% 81,532 0.21
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 6.81% 29,362 0.22
☰ HRS - Harris Corp. Reduce 6.98% 34,238 0.18
☰ WMT - Walmart Inc. Reduce 7.24% 1,500 0.00
☰ AXP - American Express Co. Reduce 7.32% 29,636 0.20
☰ ADM - Archer-Daniels-Midland Co. Reduce 7.48% 43,099 0.18
☰ MSFT - Microsoft Corp. Reduce 7.63% 68,308 0.25
☰ XOM - ExxonMobil Holdings Corp. Reduce 8.64% 4,975 0.06
☰ DLCA - Dell Inc Reduce 10.11% 147,668 0.31
☰ IRYS - Itracker System, Inc. Reduce 12.00% 15,000 0.00
☰ EBAY - eBay Inc. Reduce 55.69% 1,130,636 2.07
☰ ABT - Abbott Laboratories Reduce 67.35% 68,101 0.26
☰ ADI - Analog Devices, Inc. Sell 100.00% 574,991 2.95
☰ BNY - The Bank of New York Mellon Cor Sell 100.00% 166,374 0.48
☰ WD5 - Wyndham Worldwide Corp Sell 100.00% 50,722 0.28
☰ SO - The Southern Co. Sell 100.00% 15,645 0.10
☰ BAC - Bank of America Corp. Sell 100.00% 85,450 0.07
Q4 2011
☰ SCHW - The Charles Schwab Corp. Add 41.38% 176,335 0.28
☰ 6683 - General Electric Co. Add 23.89% 13,565 0.03
☰ SYY - Sysco Corp. Add 16.90% 3,021 0.01
☰ STJ - St. Jude Medical Inc. Add 16.67% 77,990 0.38
☰ K - Kellogg Company Add 14.13% 1,110 0.01
☰ RDS.B - Royal Dutch Shell PLC CL B Add 13.48% 1,488 0.02
☰ HNZ - H.J. Heinz Company Add 12.38% 1,300 0.01
☰ GIS - General Mills, Inc. Add 12.28% 1,755 0.01
☰ AEP - American Electric Power Co., Inc. Add 11.16% 1,750 0.01
☰ KMB - Kimberly-Clark Corp. Add 11.10% 981 0.01
☰ SO - The Southern Co. Add 10.92% 1,540 0.01
☰ ADP - Automatic Data Processing, Inc. Add 10.65% 1,412 0.01
☰ ED - Consolidated Edison, Inc. Add 10.40% 1,105 0.01
☰ DUKG - Duke Energy Corporation Add 10.30% 3,150 0.01
☰ KFT - Kraft Foods Inc - A Add 10.17% 1,650 0.01
☰ PEP - PepsiCo, Inc. Add 9.29% 820 0.01
☰ MRK - Merck & Co., Inc. Add 9.10% 2,716 0.01
☰ INTC - Intel Corp. Add 5.14% 1,450 0.01
☰ T - AT&T Inc. Add 4.76% 469 0.00
☰ JNJ - Johnson & Johnson Add 4.68% 1,485 0.01
☰ TWC - Time Warner Cable Add 3.94% 1,140 0.01
☰ ABT - Abbott Laboratories Add 2.38% 2,353 0.01
☰ UPS - United Parcel Service, Inc. Add 1.69% 550 0.01
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 1.26% 5,380 0.04
☰ HON - Honeywell International Inc. Buy 5,608 0.04
☰ IRYS - Itracker System, Inc. Buy 125,000 0.01
☰ WMT - Walmart Inc. Reduce 0.01% 3 0.00
☰ IBM - International Business Machines Corp. Reduce 0.04% 7 0.00
☰ UTX - United Tech. Corp. Reduce 0.27% 70 0.00
☰ COL - Rockwell Collins Inc. Reduce 0.28% 9 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.78% 1,100 0.00
☰ MWW - Monster Worldwide Inc. Reduce 0.78% 13,595 0.01
☰ WD5 - Wyndham Worldwide Corp Reduce 2.09% 1,085 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 2.21% 4,465 0.02
☰ 6684 - Hewlett-Packard Co. Reduce 2.25% 940 0.00
☰ VODD - Vodafone Group PLC ADR Reduce 2.44% 11,570 0.04
☰ CVS - CVS Health Corp. Reduce 3.22% 13,660 0.07
☰ JPM - JPMorgan Chase & Co. Reduce 3.62% 26,809 0.12
☰ TEL - TE Connectivity plc Reduce 3.98% 17,067 0.07
☰ PG - The Procter & Gamble Co. Reduce 4.14% 11,217 0.11
☰ MS - Morgan Stanley Reduce 4.17% 34,068 0.07
☰ TFC - Truist Financial Corp. Reduce 4.23% 24,535 0.08
☰ GLW - Corning Inc. Reduce 4.24% 60,850 0.11
☰ SPLS* - Staples Inc. Reduce 4.27% 49,694 0.10
☰ DVN - Devon Energy Corp. Reduce 4.41% 15,675 0.13
☰ WAG - Walgreen Co. Reduce 4.63% 28,400 0.14
☰ TDW - Tidewater Inc. Reduce 4.73% 669 0.14
☰ VLO - Valero Energy Corp. Reduce 4.73% 37,648 0.09
☰ AXP - American Express Co. Reduce 4.83% 20,527 0.14
☰ MET - MetLife, Inc. Reduce 5.01% 39,896 0.15
☰ CCL - Carnival Corp. Ltd. Reduce 5.36% 26,273 0.12
☰ MSFT - Microsoft Corp. Reduce 5.40% 51,058 0.19
☰ KO - The Coca-Cola Co. Reduce 5.57% 20,820 0.10
☰ HRS - Harris Corp. Reduce 5.64% 29,305 0.15
☰ WFC - Wells Fargo & Co. Reduce 5.93% 60,645 0.22
☰ EBAY - eBay Inc. Reduce 6.02% 130,157 0.24
☰ STT - State Street Corp. Reduce 6.04% 38,850 0.19
☰ WU - The Western Union Co. Reduce 6.35% 81,240 0.19
☰ CVX - Chevron Corp. Reduce 6.37% 16,455 0.23
☰ ADI - Analog Devices, Inc. Reduce 6.49% 39,900 0.19
☰ ADM - Archer-Daniels-Midland Co. Reduce 7.10% 44,085 0.16
☰ DLCA - Dell Inc Reduce 7.25% 114,115 0.24
☰ CSCO - Cisco Systems, Inc. Reduce 7.33% 101,699 0.23
☰ COP - ConocoPhillips Reduce 7.49% 39,590 0.28
☰ AAGBP - Alcoa Inc. Reduce 8.42% 130,935 0.19
☰ BAC - Bank of America Corp. Reduce 41.39% 60,349 0.06
☰ BNY - The Bank of New York Mellon Cor Reduce 48.47% 156,525 0.43
☰ EXPE - Expedia Group, Inc. Sell 100.00% 250,283 0.96
Q3 2011
☰ PEP - PepsiCo, Inc. Add 77.03% 3,840 0.04
☰ MET - MetLife, Inc. Add 71.72% 332,433 1.24
☰ CVS - CVS Health Corp. Add 42.72% 126,965 0.64
☰ MRK - Merck & Co., Inc. Add 23.00% 5,580 0.03
☰ VODD - Vodafone Group PLC ADR Add 17.41% 70,360 0.27
☰ HNZ - H.J. Heinz Company Add 15.32% 1,395 0.01
☰ K - Kellogg Company Add 14.17% 975 0.01
☰ ADP - Automatic Data Processing, Inc. Add 13.34% 1,561 0.01
☰ KMB - Kimberly-Clark Corp. Add 12.92% 1,011 0.01
☰ SYY - Sysco Corp. Add 12.67% 2,010 0.01
☰ RDS.B - Royal Dutch Shell PLC CL B Add 12.37% 1,215 0.01
☰ KFT - Kraft Foods Inc - A Add 11.40% 1,660 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 11.11% 20,215 0.11
☰ GIS - General Mills, Inc. Add 10.75% 1,388 0.01
☰ INTC - Intel Corp. Add 10.73% 2,735 0.01
☰ STT - State Street Corp. Add 10.59% 61,555 0.30
☰ JPM - JPMorgan Chase & Co. Add 10.16% 68,283 0.31
☰ DUKG - Duke Energy Corporation Add 9.74% 2,715 0.01
☰ AEP - American Electric Power Co., Inc. Add 9.69% 1,385 0.01
☰ SO - The Southern Co. Add 9.26% 1,195 0.01
☰ ED - Consolidated Edison, Inc. Add 9.08% 885 0.01
☰ HRS - Harris Corp. Add 4.82% 23,933 0.12
☰ ABT - Abbott Laboratories Add 3.40% 3,251 0.01
☰ TWC - Time Warner Cable Add 2.90% 815 0.01
☰ UPS - United Parcel Service, Inc. Add 2.58% 820 0.01
☰ GLW - Corning Inc. Add 2.52% 35,288 0.07
☰ JNJ - Johnson & Johnson Add 2.51% 775 0.01
☰ ADI - Analog Devices, Inc. Add 2.48% 14,855 0.07
☰ XOM - ExxonMobil Holdings Corp. Add 1.80% 1,020 0.01
☰ ADM - Archer-Daniels-Midland Co. Add 0.95% 5,858 0.02
☰ WFC - Wells Fargo & Co. Add 0.71% 7,238 0.03
☰ TEL - TE Connectivity plc Add 0.20% 858 0.00
☰ MS - Morgan Stanley Add 0.04% 331 0.00
☰ SCHW - The Charles Schwab Corp. Buy 426,150 0.72
☰ SLB - SLB N.V. Buy 16,725 0.15
☰ TFC - Truist Financial Corp. Reduce 0.17% 972 0.00
☰ VLO - Valero Energy Corp. Reduce 0.42% 3,372 0.01
☰ MWW - Monster Worldwide Inc. Reduce 0.44% 7,642 0.01
☰ 6683 - General Electric Co. Reduce 0.86% 495 0.00
☰ WMT - Walmart Inc. Reduce 1.03% 216 0.00
☰ SPLS* - Staples Inc. Reduce 1.04% 12,287 0.02
☰ AAGBP - Alcoa Inc. Reduce 1.35% 21,279 0.04
☰ STJ - St. Jude Medical Inc. Reduce 1.87% 8,940 0.05
☰ WAG - Walgreen Co. Reduce 1.97% 12,364 0.06
☰ WU - The Western Union Co. Reduce 2.00% 26,150 0.06
☰ CCL - Carnival Corp. Ltd. Reduce 2.03% 10,175 0.04
☰ CSCO - Cisco Systems, Inc. Reduce 2.13% 30,246 0.06
☰ DVN - Devon Energy Corp. Reduce 2.18% 7,932 0.07
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 2.24% 9,759 0.07
☰ PG - The Procter & Gamble Co. Reduce 2.41% 6,697 0.05
☰ T - AT&T Inc. Reduce 2.62% 265 0.00
☰ COP - ConocoPhillips Reduce 3.02% 16,457 0.11
☰ TDW - Tidewater Inc. Reduce 3.06% 446 0.09
☰ MSFT - Microsoft Corp. Reduce 3.37% 32,961 0.10
☰ CVX - Chevron Corp. Reduce 3.73% 10,012 0.12
☰ DLCA - Dell Inc Reduce 3.78% 61,812 0.12
☰ AXP - American Express Co. Reduce 4.22% 18,744 0.11
☰ EXPE - Expedia Group, Inc. Reduce 4.69% 6,153 0.04
☰ EBAY - eBay Inc. Reduce 6.01% 138,041 0.22
☰ KO - The Coca-Cola Co. Reduce 11.38% 48,038 0.19
☰ 6684 - Hewlett-Packard Co. Reduce 14.68% 7,175 0.03
☰ CSX - CSX Corp. Reduce 43.24% 111,765 0.11
☰ IBM - International Business Machines Corp. Reduce 58.24% 24,562 0.47
☰ BNY - The Bank of New York Mellon Cor Reduce 60.05% 485,376 1.45
☰ BAC - Bank of America Corp. Reduce 90.82% 1,443,132 1.85
☰ CHD - Church & Dwight Co., Inc. Sell 100.00% 36,880 0.17
☰ NYCBN - New York Community Bancorp, In Sell 100.00% 27,695 0.05
☰ HON - Honeywell International Inc. Sell 100.00% 3,810 0.03
☰ WPHM - Winston Pharmaceuticals Sell 100.00% 10,115 0.00
Q2 2011
☰ VODD - Vodafone Group PLC ADR Add 2190.48% 386,510 1.21
☰ HRS - Harris Corp. Add 238.64% 349,555 1.84
☰ MET - MetLife, Inc. Add 100.12% 231,906 1.06
☰ DUKG - Duke Energy Corporation Add 42.03% 8,245 0.02
☰ NYCBN - New York Community Bancorp, In Add 33.41% 6,935 0.01
☰ RDS.B - Royal Dutch Shell PLC CL B Add 32.68% 2,420 0.02
☰ K - Kellogg Company Add 29.44% 1,565 0.01
☰ ED - Consolidated Edison, Inc. Add 28.82% 2,180 0.01
☰ SYY - Sysco Corp. Add 27.01% 3,375 0.01
☰ GIS - General Mills, Inc. Add 26.27% 2,685 0.01
☰ AEP - American Electric Power Co., Inc. Add 24.74% 2,835 0.01
☰ KMB - Kimberly-Clark Corp. Add 24.06% 1,518 0.01
☰ SO - The Southern Co. Add 23.88% 2,489 0.01
☰ WFC - Wells Fargo & Co. Add 23.27% 191,856 0.63
☰ ADP - Automatic Data Processing, Inc. Add 23.05% 2,192 0.01
☰ HNZ - H.J. Heinz Company Add 22.79% 1,690 0.01
☰ INTC - Intel Corp. Add 22.38% 4,660 0.01
☰ ADM - Archer-Daniels-Midland Co. Add 21.38% 108,292 0.38
☰ KFT - Kraft Foods Inc - A Add 17.85% 2,205 0.01
☰ CVS - CVS Health Corp. Add 17.62% 44,515 0.20
☰ HON - Honeywell International Inc. Add 10.59% 387 0.00
☰ GLW - Corning Inc. Add 10.08% 128,071 0.27
☰ CBZ - CBIZ, Inc. Add 8.21% 829 0.00
☰ MS - Morgan Stanley Add 7.38% 56,168 0.15
☰ PEP - PepsiCo, Inc. Add 6.97% 325 0.00
☰ MWW - Monster Worldwide Inc. Add 6.51% 107,097 0.18
☰ SPLS* - Staples Inc. Add 6.17% 68,409 0.13
☰ TFC - Truist Financial Corp. Add 5.61% 30,841 0.10
☰ 6683 - General Electric Co. Add 5.60% 3,040 0.01
☰ CSCO - Cisco Systems, Inc. Add 5.52% 74,200 0.14
☰ JNJ - Johnson & Johnson Add 5.49% 1,610 0.01
☰ TWC - Time Warner Cable Add 5.49% 1,465 0.01
☰ BAC - Bank of America Corp. Add 4.75% 72,109 0.09
☰ MSFT - Microsoft Corp. Add 4.59% 42,983 0.13
☰ ABT - Abbott Laboratories Add 4.50% 4,117 0.01
☰ MRK - Merck & Co., Inc. Add 4.38% 1,017 0.00
☰ AAGBP - Alcoa Inc. Add 3.75% 56,954 0.11
☰ JPM - JPMorgan Chase & Co. Add 3.57% 23,162 0.11
☰ CCL - Carnival Corp. Ltd. Add 3.32% 16,070 0.07
☰ STJ - St. Jude Medical Inc. Add 3.25% 15,005 0.08
☰ UPS - United Parcel Service, Inc. Add 3.23% 995 0.01
☰ TDW - Tidewater Inc. Add 3.15% 445 0.09
☰ STT - State Street Corp. Add 3.12% 17,580 0.09
☰ DVN - Devon Energy Corp. Add 2.57% 9,125 0.08
☰ PG - The Procter & Gamble Co. Add 2.27% 6,152 0.05
☰ BNY - The Bank of New York Mellon Cor Add 2.22% 17,567 0.05
☰ VLO - Valero Energy Corp. Add 1.53% 12,031 0.03
☰ IBM - International Business Machines Corp. Add 1.51% 627 0.01
☰ CVX - Chevron Corp. Add 1.08% 2,874 0.03
☰ WU - The Western Union Co. Add 1.01% 13,056 0.03
☰ DLCA - Dell Inc Add 0.50% 8,199 0.02
☰ COP - ConocoPhillips Add 0.06% 341 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Buy 181,980 1.03
☰ MMM - 3M Co. Reduce 0.28% 60 0.00
☰ TEL - TE Connectivity plc Reduce 0.48% 2,071 0.01
☰ CSX - CSX Corp. Reduce 0.69% 1,800 0.00
☰ EBAY - eBay Inc. Reduce 1.16% 27,018 0.04
☰ ADI - Analog Devices, Inc. Reduce 1.48% 9,044 0.04
☰ XOM - ExxonMobil Holdings Corp. Reduce 2.29% 1,325 0.01
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 2.86% 12,814 0.09
☰ WMT - Walmart Inc. Reduce 3.83% 834 0.00
☰ EXPE - Expedia Group, Inc. Reduce 4.24% 5,813 0.03
☰ AXP - American Express Co. Reduce 5.84% 27,523 0.15
☰ WAG - Walgreen Co. Reduce 6.01% 40,006 0.19
☰ T - AT&T Inc. Reduce 6.11% 659 0.00
☰ KO - The Coca-Cola Co. Reduce 11.39% 54,236 0.21
☰ BMY - Bristol-Myers Squibb Co. Sell 100.00% 707,980 2.19
☰ COV - Covidien Plc Sell 100.00% 200,108 1.22
☰ CNU - Continuecare Corp. Sell 100.00% 100,000 0.06
☰ AFL - Aflac Inc. Sell 100.00% 3,895 0.02
Q1 2011
☰ CVS - CVS Health Corp. Add 269.07% 184,235 0.74
☰ VODD - Vodafone Group PLC ADR Add 91.48% 8,430 0.03
☰ AEP - American Electric Power Co., Inc. Add 69.28% 4,690 0.02
☰ SO - The Southern Co. Add 59.10% 3,871 0.02
☰ ED - Consolidated Edison, Inc. Add 53.76% 2,645 0.02
☰ RDS.B - Royal Dutch Shell PLC CL B Add 52.37% 2,545 0.02
☰ INTC - Intel Corp. Add 52.31% 7,150 0.02
☰ KFT - Kraft Foods Inc - A Add 51.50% 4,200 0.02
☰ NYCBN - New York Bankcorp, Inc. Add 51.04% 7,015 0.01
☰ HNZ - H.J. Heinz Company Add 50.56% 2,490 0.01
☰ GIS - General Mills, Inc. Add 49.23% 3,372 0.01
☰ KMB - Kimberly-Clark Corp. Add 47.74% 2,039 0.01
☰ SYY - Sysco Corp. Add 47.52% 4,025 0.01
☰ DUKG - Duke Energy Corporation Add 44.60% 6,050 0.01
☰ TFC - Truist Financial Corp. Add 43.81% 167,516 0.54
☰ MWW - Monster Worldwide Inc. Add 38.66% 458,858 0.85
☰ ADP - Automatic Data Processing, Inc. Add 34.58% 2,444 0.01
☰ MRK - Merck & Co., Inc. Add 29.03% 5,228 0.02
☰ MET - MetLife, Inc. Add 26.28% 48,206 0.23
☰ PG - The Procter & Gamble Co. Add 11.82% 28,711 0.21
☰ SPLS* - Staples Inc. Add 11.32% 112,712 0.26
☰ TWC - Time Warner Cable Add 9.43% 2,299 0.02
☰ JNJ - Johnson & Johnson Add 9.08% 2,440 0.02
☰ ABT - Abbott Laboratories Add 8.93% 7,492 0.02
☰ CSCO - Cisco Systems, Inc. Add 6.83% 85,948 0.17
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 5.23% 22,283 0.15
☰ MS - Morgan Stanley Add 5.20% 37,607 0.12
☰ MSFT - Microsoft Corp. Add 3.76% 33,907 0.10
☰ XOM - ExxonMobil Holdings Corp. Add 3.76% 2,098 0.02
☰ UPS - United Parcel Service, Inc. Add 3.72% 1,105 0.01
☰ WFC - Wells Fargo & Co. Add 3.18% 25,426 0.09
☰ AAGBP - Alcoa Inc. Add 2.51% 37,114 0.08
☰ BAC - Bank of America Corp. Add 1.92% 28,577 0.04
☰ DLCA - Dell Inc Add 0.99% 16,030 0.03
☰ STT - State Street Corp. Add 0.38% 2,125 0.01
☰ 6684 - Hewlett-Packard Co. Add 0.21% 102 0.00
☰ TEL - TE Connectivity plc Buy 430,088 1.75
☰ COV - Covidien Plc Buy 200,108 1.22
☰ HRS - Harris Corp. Buy 146,475 0.85
☰ EXPE - Expedia Group, Inc. Buy 137,108 0.73
☰ PEP - PepsiCo, Inc. Buy 4,660 0.04
☰ K - Kellogg Company Buy 5,315 0.03
☰ T - AT&T Inc. Buy 10,784 0.03
☰ HON - Honeywell International Inc. Buy 3,656 0.02
☰ TWX - Time Warner Inc Reduce 0.20% 106 0.00
☰ ADM - Archer-Daniels-Midland Co. Reduce 0.38% 1,921 0.01
☰ MMM - 3M Co. Reduce 0.55% 119 0.00
☰ IBM - International Business Machines Corp. Reduce 0.56% 232 0.00
☰ CCL - Carnival Corp. Ltd. Reduce 1.13% 5,550 0.03
☰ ORCL - Oracle Corp. Reduce 1.21% 975 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 1.37% 8,977 0.05
☰ BMY - Bristol-Myers Squibb Co. Reduce 1.40% 10,083 0.03
☰ TDW - Tidewater Inc. Reduce 1.44% 207 0.05
☰ KO - The Coca-Cola Co. Reduce 1.49% 7,210 0.03
☰ AXP - American Express Co. Reduce 1.52% 7,300 0.04
☰ STJ - St. Jude Medical Inc. Reduce 1.55% 7,276 0.04
☰ BNY - The Bank of New York Mellon Cor Reduce 1.58% 12,675 0.05
☰ GLW - Corning Inc. Reduce 2.92% 38,226 0.09
☰ 6683 - General Electric Co. Reduce 3.56% 2,000 0.00
☰ COP - ConocoPhillips Reduce 3.77% 21,335 0.14
☰ WMT - Walmart Inc. Reduce 3.97% 900 0.00
☰ EBAY - eBay Inc. Reduce 4.94% 120,755 0.18
☰ WAG - Walgreen Co. Reduce 5.35% 37,616 0.19
☰ DVN - Devon Energy Corp. Reduce 6.25% 23,643 0.23
☰ ADI - Analog Devices, Inc. Reduce 6.77% 44,242 0.21
☰ WU - The Western Union Co. Reduce 7.17% 99,846 0.23
☰ CVX - Chevron Corp. Reduce 9.81% 28,863 0.33
☰ VLO - Valero Energy Corp. Reduce 22.65% 230,462 0.62
☰ GEZ - Genzyme Sell 100.00% 229,521 2.07
☰ 502390Q - ITT Industries Inc. Sell 100.00% 29,490 0.19
☰ JCN - Johnson Controls Inc. Sell 100.00% 39,098 0.19
☰ PX - PraxAir Sell 100.00% 7,400 0.09
☰ HCBK - Hudson City Bancorp Inc Sell 100.00% 21,620 0.03
Q4 2010
☰ MET - MetLife, Inc. Add 272.82% 134,225 0.67
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 71.44% 177,563 1.17
☰ WFC - Wells Fargo & Co. Add 43.66% 242,835 0.95
☰ MRK - Merck & Co., Inc. Add 40.74% 5,214 0.02
☰ STJ - St. Jude Medical Inc. Add 36.37% 125,128 0.68
☰ XOM - ExxonMobil Holdings Corp. Add 22.06% 10,082 0.09
☰ PG - The Procter & Gamble Co. Add 18.98% 38,730 0.32
☰ TWC - Time Warner Cable Add 18.64% 3,830 0.03
☰ CSCO - Cisco Systems, Inc. Add 16.59% 178,985 0.46
☰ JNJ - Johnson & Johnson Add 15.87% 3,680 0.03
☰ ABT - Abbott Laboratories Add 13.20% 9,786 0.03
☰ ADM - Archer-Daniels-Midland Co. Add 9.14% 42,584 0.16
☰ UPS - United Parcel Service, Inc. Add 8.00% 2,200 0.02
☰ AXP - American Express Co. Add 5.73% 25,969 0.14
☰ MSFT - Microsoft Corp. Add 3.61% 31,438 0.11
☰ BAC - Bank of America Corp. Add 2.46% 35,796 0.06
☰ JPM - JPMorgan Chase & Co. Add 1.99% 12,828 0.07
☰ IBM - International Business Machines Corp. Add 1.64% 674 0.01
☰ MS - Morgan Stanley Add 1.31% 9,377 0.03
☰ BMY - Bristol-Myers Squibb Co. Add 1.11% 7,907 0.03
☰ STT - State Street Corp. Add 0.78% 4,367 0.03
☰ APA - APA Corp. Add 0.32% 45 0.00
☰ SPLS* - Staples Inc. Add 0.28% 2,764 0.01
☰ GLW - Corning Inc. Add 0.08% 1,024 0.00
☰ AAGBP - Alcoa Inc. Add 0.03% 481 0.00
☰ TFC - Truist Financial Corp. Buy 382,342 1.27
☰ CHD - Church & Dwight Co., Inc. Buy 73,760 0.16
☰ ADP - Automatic Data Processing, Inc. Buy 7,067 0.04
☰ INTC - Intel Corp. Buy 13,669 0.04
☰ RDS.B - Royal Dutch Shell PLC CL B Buy 4,860 0.04
☰ AEP - American Electric Power Co., Inc. Buy 6,770 0.03
☰ DUKG - Duke Energy Corporation Buy 13,566 0.03
☰ ED - Consolidated Edison, Inc. Buy 4,920 0.03
☰ GIS - General Mills, Inc. Buy 6,850 0.03
☰ HCBK - Hudson City Bancorp Inc Buy 21,620 0.03
☰ HNZ - H.J. Heinz Company Buy 4,925 0.03
☰ KFT - Kraft Foods Inc - A Buy 8,155 0.03
☰ KMB - Kimberly-Clark Corp. Buy 4,271 0.03
☰ NYCBN - New York Bankcorp, Inc. Buy 13,745 0.03
☰ SO - The Southern Co. Buy 6,550 0.03
☰ SYY - Sysco Corp. Buy 8,470 0.03
☰ VODD - Vodafone Group PLC ADR Buy 9,215 0.03
☰ DVN - Devon Energy Corp. Reduce 0.02% 87 0.00
☰ 6683 - General Electric Co. Reduce 0.13% 75 0.00
☰ TDW - Tidewater Inc. Reduce 0.15% 21 0.00
☰ BNY - The Bank of New York Mellon Cor Reduce 0.35% 2,834 0.01
☰ COL - Rockwell Collins Inc. Reduce 0.46% 15 0.00
☰ DLCA - Dell Inc Reduce 0.47% 7,654 0.01
☰ UTX - United Tech. Corp. Reduce 1.14% 300 0.00
☰ WU - The Western Union Co. Reduce 1.30% 18,308 0.05
☰ WAG - Walgreen Co. Reduce 1.53% 10,941 0.05
☰ CVX - Chevron Corp. Reduce 1.64% 4,905 0.06
☰ KO - The Coca-Cola Co. Reduce 2.08% 10,266 0.04
☰ VLO - Valero Energy Corp. Reduce 2.97% 31,193 0.07
☰ CCL - Carnival Corp. Ltd. Reduce 3.20% 16,194 0.09
☰ COP - ConocoPhillips Reduce 3.24% 18,955 0.12
☰ ADI - Analog Devices, Inc. Reduce 4.74% 32,482 0.15
☰ EBAY - eBay Inc. Reduce 5.96% 155,155 0.23
☰ ORCL - Oracle Corp. Reduce 8.64% 7,595 0.03
☰ GEZ - Genzyme Reduce 11.98% 31,249 0.32
☰ CSX - CSX Corp. Reduce 13.46% 40,500 0.04
☰ MWW - Monster Worldwide Inc. Reduce 23.18% 358,248 0.67
☰ PX - PraxAir Reduce 37.82% 4,500 0.06
☰ JCN - Johnson Controls Inc. Reduce 90.79% 385,372 1.71
☰ NVS - Novartis AG Sell 100.00% 330,958 1.28
☰ MDT - Medtronic plc Sell 100.00% 130,529 0.64
☰ AMGN - Amgen Inc. Sell 100.00% 20,425 0.16
☰ PHM - PulteGroup, Inc. Sell 100.00% 32,550 0.04
Q3 2010
☰ WFC - Wells Fargo & Co. Add 1274.57% 515,702 1.88
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 42.18% 73,726 0.54
☰ STJ - St. Jude Medical Inc. Add 30.28% 79,973 0.46
☰ IBM - International Business Machines Corp. Add 8.27% 3,139 0.06
☰ XOM - ExxonMobil Holdings Corp. Add 6.82% 2,920 0.03
☰ MRK - Merck & Co., Inc. Add 6.17% 744 0.00
☰ PHM - PulteGroup, Inc. Add 2.20% 700 0.00
☰ JNJ - Johnson & Johnson Add 1.89% 430 0.00
☰ APA - APA Corp. Add 1.82% 250 0.00
☰ PX - PraxAir Add 1.80% 210 0.00
☰ ADM - Archer-Daniels-Midland Co. Add 1.59% 7,285 0.03
☰ ABT - Abbott Laboratories Add 1.53% 1,115 0.00
☰ UTX - United Tech. Corp. Add 1.39% 360 0.00
☰ ORCL - Oracle Corp. Add 1.38% 1,200 0.00
☰ CSX - CSX Corp. Add 1.36% 4,050 0.00
☰ TMO - Thermo Fisher Scientific Inc. Add 1.35% 480 0.00
☰ MET - MetLife, Inc. Add 1.34% 651 0.00
☰ AMGN - Amgen Inc. Add 1.29% 260 0.00
☰ MMM - 3M Co. Add 1.28% 275 0.00
☰ 502390Q - ITT Industries Inc. Add 1.27% 370 0.00
☰ COL - Rockwell Collins Inc. Add 1.27% 41 0.00
☰ 6684 - Hewlett-Packard Co. Add 1.22% 590 0.00
☰ TWC - Time Warner Cable Add 1.22% 248 0.00
☰ UPS - United Parcel Service, Inc. Add 1.20% 325 0.00
☰ CVS - CVS Health Corp. Add 1.17% 790 0.00
☰ WD5 - Wyndham Worldwide Corp Add 1.15% 588 0.00
☰ CMCSK - Comcast Corp. - Special Class Add 0.98% 1,360 0.00
☰ 6683 - General Electric Co. Add 0.27% 150 0.00
☰ AFL - Aflac Inc. Buy 7,790 0.03
☰ TWX - Time Warner Inc Reduce 0.02% 11 0.00
☰ KO - The Coca-Cola Co. Reduce 6.14% 32,304 0.10
☰ TDW - Tidewater Inc. Reduce 8.41% 1,320 0.21
☰ GLW - Corning Inc. Reduce 12.07% 179,483 0.37
☰ PG - The Procter & Gamble Co. Reduce 14.67% 35,073 0.27
☰ JCN - Johnson Controls Inc. Reduce 14.78% 73,623 0.26
☰ GEZ - Genzyme Reduce 18.49% 59,153 0.39
☰ EBAY - eBay Inc. Reduce 18.61% 594,918 0.63
☰ STT - State Street Corp. Reduce 18.86% 129,535 0.57
☰ JPM - JPMorgan Chase & Co. Reduce 19.26% 153,814 0.73
☰ BAC - Bank of America Corp. Reduce 19.30% 347,378 0.65
☰ CSCO - Cisco Systems, Inc. Reduce 19.69% 264,361 0.73
☰ MSFT - Microsoft Corp. Reduce 20.29% 221,603 0.66
☰ WAG - Walgreen Co. Reduce 20.32% 182,258 0.63
☰ MS - Morgan Stanley Reduce 21.07% 190,675 0.57
☰ SPLS* - Staples Inc. Reduce 21.21% 267,250 0.66
☰ CVX - Chevron Corp. Reduce 21.35% 81,214 0.71
☰ MWW - Monster Worldwide Inc. Reduce 21.41% 421,032 0.63
☰ DVN - Devon Energy Corp. Reduce 21.80% 105,392 0.83
☰ DLCA - Dell Inc Reduce 22.54% 471,360 0.73
☰ ADI - Analog Devices, Inc. Reduce 22.57% 199,911 0.72
☰ BNY - The Bank of New York Mellon Cor Reduce 22.73% 237,109 0.76
☰ WU - The Western Union Co. Reduce 22.83% 417,244 0.80
☰ COP - ConocoPhillips Reduce 23.29% 177,556 0.86
☰ AAGBP - Alcoa Inc. Reduce 23.72% 460,556 0.60
☰ VLO - Valero Energy Corp. Reduce 24.43% 339,004 0.72
☰ CCL - Carnival Corp. Ltd. Reduce 24.52% 164,440 0.64
☰ AXP - American Express Co. Reduce 24.69% 148,543 0.76
☰ NVS - Novartis AG Reduce 24.75% 121,459 0.36
☰ BMY - Bristol-Myers Squibb Co. Reduce 32.89% 348,032 1.12
☰ MDT - Medtronic plc Reduce 55.77% 164,555 0.77
☰ TYC - Tyco International LTD Sell 100.00% 816,504 3.72
☰ AGU - Agrium Inc Sell 100.00% 11,590 0.07
☰ PFE - Pfizer Inc. Sell 100.00% 32,626 0.06
Q2 2010
☰ JNJ - Johnson & Johnson Add 199.82% 15,170 0.12
☰ XOM - ExxonMobil Holdings Corp. Add 65.83% 16,985 0.13
☰ PG - The Procter & Gamble Co. Add 58.48% 88,250 0.68
☰ KO - The Coca-Cola Co. Add 55.34% 187,416 0.61
☰ TDW - Tidewater Inc. Add 34.04% 3,984 0.64
☰ GEZ - Genzyme Add 33.80% 80,820 0.53
☰ STT - State Street Corp. Add 28.71% 153,235 0.67
☰ STJ - St. Jude Medical Inc. Add 20.90% 45,660 0.21
☰ MDT - Medtronic plc Add 18.18% 45,399 0.21
☰ BAC - Bank of America Corp. Add 8.22% 136,649 0.25
☰ JPM - JPMorgan Chase & Co. Add 6.54% 49,055 0.23
☰ EBAY - eBay Inc. Add 5.59% 169,283 0.18
☰ CSCO - Cisco Systems, Inc. Add 5.23% 66,785 0.18
☰ GLW - Corning Inc. Add 4.69% 66,567 0.14
☰ AXP - American Express Co. Add 4.46% 25,665 0.13
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 3.84% 6,458 0.04
☰ WAG - Walgreen Co. Add 3.81% 32,913 0.11
☰ MS - Morgan Stanley Add 0.97% 8,687 0.03
☰ CVX - Chevron Corp. Add 0.41% 1,570 0.01
☰ DVN - Devon Energy Corp. Add 0.32% 1,547 0.01
☰ SPLS* - Staples Inc. Add 0.13% 1,665 0.00
☰ VLO - Valero Energy Corp. Add 0.10% 1,330 0.00
☰ AAGBP - Alcoa Inc. Add 0.08% 1,550 0.00
☰ ADM - Archer-Daniels-Midland Co. Buy 458,485 1.53
☰ IBM - International Business Machines Corp. Buy 37,966 0.58
☰ CMCSK - Comcast Corp. - Special Class Buy 139,295 0.30
☰ 6684 - Hewlett-Packard Co. Buy 48,190 0.27
☰ CVS - CVS Health Corp. Buy 67,680 0.26
☰ ORCL - Oracle Corp. Buy 86,665 0.24
☰ TMO - Thermo Fisher Scientific Inc. Buy 35,540 0.23
☰ COL - Rockwell Collins Inc. Buy 3,224 0.22
☰ UTX - United Tech. Corp. Buy 25,940 0.22
☰ ABT - Abbott Laboratories Buy 72,999 0.21
☰ CSX - CSX Corp. Buy 296,730 0.21
☰ MET - MetLife, Inc. Buy 48,549 0.21
☰ TWX - Time Warner Inc Buy 53,669 0.20
☰ UPS - United Parcel Service, Inc. Buy 27,170 0.20
☰ MMM - 3M Co. Buy 21,426 0.18
☰ 502390Q - ITT Industries Inc. Buy 29,120 0.17
☰ APA - APA Corp. Buy 13,746 0.15
☰ AMGN - Amgen Inc. Buy 20,165 0.14
☰ TWC - Time Warner Cable Buy 20,304 0.14
☰ WD5 - Wyndham Worldwide Corp Buy 51,219 0.13
☰ WFC - Wells Fargo & Co. Buy 40,461 0.13
☰ PX - PraxAir Buy 11,690 0.11
☰ AGU - Agrium Inc Buy 11,590 0.07
☰ PFE - Pfizer Inc. Buy 34,388 0.06
☰ PHM - PulteGroup, Inc. Buy 31,850 0.03
☰ CBZ - CBIZ, Inc. Buy 10,098 0.01
☰ DLCA - Dell Inc Reduce 0.55% 11,460 0.02
☰ WU - The Western Union Co. Reduce 0.62% 11,335 0.02
☰ BNY - The Bank of New York Mellon Cor Reduce 0.90% 9,483 0.03
☰ 6683 - General Electric Co. Reduce 1.14% 650 0.00
☰ MWW - Monster Worldwide Inc. Reduce 1.42% 28,230 0.05
☰ MSFT - Microsoft Corp. Reduce 1.53% 16,976 0.06
☰ COP - ConocoPhillips Reduce 1.54% 11,911 0.05
☰ ADI - Analog Devices, Inc. Reduce 1.69% 15,222 0.05
☰ BMY - Bristol-Myers Squibb Co. Reduce 2.17% 23,520 0.07
☰ JCN - Johnson Controls Inc. Reduce 2.72% 13,910 0.05
☰ CCL - Carnival Corp. Ltd. Reduce 3.59% 24,946 0.11
☰ TYC - Tyco International LTD Reduce 4.12% 35,068 0.15
☰ NVS - Novartis AG Reduce 63.78% 864,147 2.21
☰ WMT - Walmart Inc. Reduce 97.75% 984,072 2.08
☰ DB5 - Dun & Bradstreet Corp. Sell 100.00% 117,700 1.00
☰ YHOO - Yahoo! Sell 100.00% 327,723 0.62
☰ AFL - Aflac Inc. Sell 100.00% 3,895 0.02
☰ FPFCQ - First Place Financial Corp. Sell 100.00% 22,401 0.01
Q1 2010
☰ STJ - St. Jude Medical Inc. Add 69.08% 89,240 0.42
☰ WU - The Western Union Co. Add 8.35% 141,728 0.27
☰ KO - The Coca-Cola Co. Add 5.73% 18,340 0.06
☰ PG - The Procter & Gamble Co. Add 2.10% 3,110 0.02
☰ WAG - Walgreen Co. Add 0.64% 5,497 0.02
☰ STT - State Street Corp. Buy 533,715 2.75
☰ TDW - Tidewater Inc. Buy 11,703 2.04
☰ AFL - Aflac Inc. Buy 7,790 0.02
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.76% 198 0.00
☰ JNJ - Johnson & Johnson Reduce 1.30% 100 0.00
☰ BAC - Bank of America Corp. Reduce 1.46% 24,596 0.04
☰ ZBH - Zimmer Biomet Holdings, Inc. Reduce 1.74% 2,987 0.02
☰ MDT - Medtronic plc Reduce 2.40% 6,130 0.03
☰ 6683 - General Electric Co. Reduce 2.66% 1,550 0.00
☰ CNU - Continuecare Corp. Reduce 2.91% 3,000 0.00
☰ GLW - Corning Inc. Reduce 3.49% 51,345 0.11
☰ MS - Morgan Stanley Reduce 3.54% 32,856 0.11
☰ DLCA - Dell Inc Reduce 3.71% 80,906 0.13
☰ AXP - American Express Co. Reduce 4.75% 28,725 0.13
☰ ADI - Analog Devices, Inc. Reduce 5.03% 47,733 0.16
☰ CVX - Chevron Corp. Reduce 5.09% 20,335 0.17
☰ COP - ConocoPhillips Reduce 5.40% 44,155 0.19
☰ VLO - Valero Energy Corp. Reduce 5.50% 80,727 0.13
☰ MWW - Monster Worldwide Inc. Reduce 5.76% 121,900 0.23
☰ JPM - JPMorgan Chase & Co. Reduce 6.12% 48,825 0.22
☰ MSFT - Microsoft Corp. Reduce 6.72% 79,850 0.26
☰ DVN - Devon Energy Corp. Reduce 6.73% 34,759 0.28
☰ AAGBP - Alcoa Inc. Reduce 6.80% 141,546 0.25
☰ BMY - Bristol-Myers Squibb Co. Reduce 7.37% 86,095 0.24
☰ EBAY - eBay Inc. Reduce 7.45% 243,668 0.26
☰ DB5 - Dun & Bradstreet Corp. Reduce 7.97% 10,200 0.09
☰ NVS - Novartis AG Reduce 9.21% 137,399 0.31
☰ WMT - Walmart Inc. Reduce 9.25% 102,675 0.20
☰ BNY - The Bank of New York Mellon Cor Reduce 9.50% 110,490 0.33
☰ SPLS* - Staples Inc. Reduce 9.61% 133,751 0.36
☰ TYC - Tyco International LTD Reduce 9.77% 92,248 0.36
☰ CCL - Carnival Corp. Ltd. Reduce 10.65% 82,860 0.28
☰ CSCO - Cisco Systems, Inc. Reduce 11.42% 164,461 0.43
☰ MRK - Merck & Co., Inc. Reduce 11.54% 1,572 0.01
☰ GEZ - Genzyme Reduce 11.97% 32,525 0.17
☰ JCN - Johnson Controls Inc. Reduce 48.18% 476,092 1.40
☰ YHOO - Yahoo! Reduce 70.00% 764,769 1.39
☰ DIS - The Walt Disney Co. Sell 100.00% 940,257 3.28
☰ DE - Deere & Co. Sell 100.00% 135,983 0.80
☰ OMC - Omnicom Group Inc. Sell 100.00% 95,254 0.40
Q4 2009
☰ DB5 - Dun & Bradstreet Corp. Add 45.52% 40,010 0.37
☰ GEZ - Genzyme Add 42.52% 81,043 0.43
☰ BNY - The Bank of New York Mellon Cor Add 31.23% 276,870 0.84
☰ GLW - Corning Inc. Add 17.79% 222,273 0.46
☰ MDT - Medtronic plc Add 15.89% 35,080 0.17
☰ BMY - Bristol-Myers Squibb Co. Add 10.24% 108,430 0.30
☰ AAGBP - Alcoa Inc. Add 8.18% 157,367 0.27
☰ PG - The Procter & Gamble Co. Add 7.86% 10,773 0.07
☰ WU - The Western Union Co. Add 5.36% 86,344 0.18
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 5.35% 8,708 0.05
☰ VLO - Valero Energy Corp. Add 4.06% 57,304 0.09
☰ SPLS* - Staples Inc. Add 2.18% 29,678 0.08
☰ KO - The Coca-Cola Co. Add 1.55% 4,880 0.02
☰ ADI - Analog Devices, Inc. Add 1.44% 13,480 0.05
☰ WMT - Walmart Inc. Add 1.23% 13,455 0.03
☰ JPM - JPMorgan Chase & Co. Add 0.93% 7,385 0.03
☰ COP - ConocoPhillips Add 0.42% 3,411 0.01
☰ DLCA - Dell Inc Add 0.27% 5,792 0.01
☰ BAC - Bank of America Corp. Add 0.23% 3,948 0.01
☰ DVN - Devon Energy Corp. Add 0.02% 78 0.00
☰ STJ - St. Jude Medical Inc. Buy 129,190 0.51
☰ MRK - Merck & Co., Inc. Buy 13,626 0.05
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.10% 25 0.00
☰ EBAY - eBay Inc. Reduce 0.13% 4,182 0.00
☰ AXP - American Express Co. Reduce 0.19% 1,150 0.00
☰ CCL - Carnival Corp. Ltd. Reduce 0.19% 1,490 0.01
☰ MS - Morgan Stanley Reduce 0.24% 2,258 0.01
☰ DE - Deere & Co. Reduce 0.54% 735 0.00
☰ MWW - Monster Worldwide Inc. Reduce 0.65% 13,933 0.03
☰ OMC - Omnicom Group Inc. Reduce 0.68% 655 0.00
☰ CSCO - Cisco Systems, Inc. Reduce 1.39% 20,250 0.05
☰ CVX - Chevron Corp. Reduce 1.41% 5,724 0.05
☰ WAG - Walgreen Co. Reduce 2.18% 19,160 0.08
☰ JCN - Johnson Controls Inc. Reduce 2.82% 28,686 0.08
☰ YHOO - Yahoo! Reduce 3.37% 38,131 0.08
☰ TYC - Tyco International LTD Reduce 6.14% 61,757 0.24
☰ DIS - The Walt Disney Co. Reduce 6.78% 68,435 0.21
☰ MSFT - Microsoft Corp. Reduce 7.53% 96,808 0.28
☰ NVS - Novartis AG Reduce 8.92% 146,216 0.31
☰ INTC - Intel Corp. Sell 100.00% 620,762 1.38
☰ CMCSK - Comcast Corp. - Special Class Sell 100.00% 551,035 1.00
☰ MRKC - Merck & Co., Inc. Sell 100.00% 13,002 0.05
☰ CBZ - CBIZ, Inc. Sell 100.00% 50,676 0.04
☰ WYE - Wyeth Sell 100.00% 7,000 0.04
Q3 2009
☰ GEZ - Genzyme Add 184.69% 123,640 0.79
☰ GLW - Corning Inc. Add 30.53% 292,248 0.51
☰ ZBH - Zimmer Biomet Holdings, Inc. Add 28.10% 35,669 0.21
☰ PG - The Procter & Gamble Co. Add 22.13% 24,830 0.16
☰ AXP - American Express Co. Add 12.45% 67,058 0.26
☰ BNY - The Bank of New York Mellon Cor Add 11.36% 90,455 0.30
☰ DE - Deere & Co. Add 3.83% 5,048 0.02
☰ AAGBP - Alcoa Inc. Add 2.54% 47,751 0.07
☰ SPLS* - Staples Inc. Add 2.04% 27,183 0.07
☰ WMT - Walmart Inc. Add 1.16% 12,585 0.02
☰ VLO - Valero Energy Corp. Add 0.68% 9,497 0.02
☰ YHOO - Yahoo! Add 0.64% 7,199 0.01
☰ WAG - Walgreen Co. Add 0.34% 2,975 0.01
☰ MDT - Medtronic plc Add 0.32% 705 0.00
☰ COP - ConocoPhillips Add 0.23% 1,902 0.01
☰ MS - Morgan Stanley Add 0.02% 227 0.00
☰ DB5 - Dun & Bradstreet Corp. Buy 87,890 0.75
☰ BMY - Bristol-Myers Squibb Co. Reduce 0.01% 130 0.00
☰ DIS - The Walt Disney Co. Reduce 0.05% 483 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.22% 1,761 0.01
☰ DVN - Devon Energy Corp. Reduce 0.39% 2,036 0.01
☰ BAC - Bank of America Corp. Reduce 0.42% 7,131 0.01
☰ WU - The Western Union Co. Reduce 0.61% 9,940 0.02
☰ JNJ - Johnson & Johnson Reduce 0.65% 50 0.00
☰ CVX - Chevron Corp. Reduce 0.83% 3,388 0.03
☰ KO - The Coca-Cola Co. Reduce 0.95% 3,016 0.01
☰ DLCA - Dell Inc Reduce 1.01% 22,311 0.04
☰ 6683 - General Electric Co. Reduce 1.12% 660 0.00
☰ MSFT - Microsoft Corp. Reduce 1.46% 19,069 0.06
☰ EBAY - eBay Inc. Reduce 1.59% 53,023 0.05
☰ CCL - Carnival Corp. Ltd. Reduce 1.77% 14,086 0.05
☰ MWW - Monster Worldwide Inc. Reduce 1.90% 41,227 0.07
☰ TYC - Tyco International LTD Reduce 2.05% 21,080 0.07
☰ ADI - Analog Devices, Inc. Reduce 2.89% 27,822 0.09
☰ CSCO - Cisco Systems, Inc. Reduce 3.13% 47,254 0.12
☰ NVS - Novartis AG Reduce 4.27% 73,089 0.15
☰ JCN - Johnson Controls Inc. Reduce 6.64% 72,277 0.21
☰ OMC - Omnicom Group Inc. Reduce 12.31% 13,467 0.06
☰ CMCSK - Comcast Corp. - Special Class Reduce 33.17% 273,462 0.52
☰ INTC - Intel Corp. Reduce 53.11% 703,167 1.56
Q2 2009
☰ GLW - Corning Inc. Add 75.70% 412,389 0.89
☰ VLO - Valero Energy Corp. Add 13.52% 166,794 0.35
☰ BNY - The Bank of New York Mellon Cor Add 11.12% 79,680 0.31
☰ BMY - Bristol-Myers Squibb Co. Add 10.71% 102,471 0.28
☰ AXP - American Express Co. Add 7.04% 35,434 0.11
☰ DE - Deere & Co. Add 6.16% 7,645 0.04
☰ WMT - Walmart Inc. Add 5.05% 52,089 0.11
☰ MDT - Medtronic plc Add 4.66% 9,800 0.05
☰ JPM - JPMorgan Chase & Co. Add 3.02% 23,215 0.11
☰ AAGBP - Alcoa Inc. Add 2.63% 48,079 0.07
☰ KO - The Coca-Cola Co. Add 2.58% 8,006 0.03
☰ MS - Morgan Stanley Add 2.29% 20,883 0.08
☰ COP - ConocoPhillips Add 1.35% 10,861 0.05
☰ YHOO - Yahoo! Add 1.07% 11,931 0.03
☰ DIS - The Walt Disney Co. Add 1.00% 10,017 0.03
☰ SPLS* - Staples Inc. Add 0.66% 8,731 0.02
☰ EBAY - eBay Inc. Add 0.49% 16,181 0.02
☰ ADI - Analog Devices, Inc. Add 0.35% 3,405 0.01
☰ BAC - Bank of America Corp. Add 0.13% 2,117 0.00
☰ DLCA - Dell Inc Add 0.05% 1,132 0.00
☰ PG - The Procter & Gamble Co. Buy 112,192 0.77
☰ ZBH - Zimmer Biomet Holdings, Inc. Buy 126,958 0.71
☰ GEZ - Genzyme Buy 66,945 0.50
☰ CNU - Continuecare Corp. Buy 103,000 0.03
☰ WPHM - Winston Pharmaceuticals Buy 10,115 0.00
☰ DVN - Devon Energy Corp. Reduce 0.20% 1,043 0.01
☰ MWW - Monster Worldwide Inc. Reduce 0.27% 5,867 0.01
☰ WU - The Western Union Co. Reduce 0.47% 7,605 0.02
☰ CCL - Carnival Corp. Ltd. Reduce 0.82% 6,561 0.02
☰ CVX - Chevron Corp. Reduce 1.01% 4,158 0.04
☰ XOM - ExxonMobil Holdings Corp. Reduce 1.15% 304 0.00
☰ INTC - Intel Corp. Reduce 1.57% 21,095 0.05
☰ WAG - Walgreen Co. Reduce 1.83% 16,330 0.07
☰ CSCO - Cisco Systems, Inc. Reduce 2.07% 31,805 0.08
☰ JNJ - Johnson & Johnson Reduce 2.22% 176 0.00
☰ TYC - Tyco International LTD Reduce 3.18% 33,756 0.10
☰ NVS - Novartis AG Reduce 4.01% 71,413 0.17
☰ MSFT - Microsoft Corp. Reduce 7.67% 108,399 0.31
☰ JCN - Johnson Controls Inc. Reduce 8.42% 100,187 0.19
☰ 6683 - General Electric Co. Reduce 20.00% 14,758 0.02
☰ OMC - Omnicom Group Inc. Reduce 33.47% 55,026 0.20
☰ CMCSK - Comcast Corp. - Special Cl Reduce 53.97% 966,760 1.95
☰ WYE - Wyeth Reduce 93.03% 93,473 0.63
☰ COV - Covidien Ltd Sell 100.00% 518,688 2.71
☰ TEL - TE Connectivity plc Sell 100.00% 718,116 1.24
☰ HBAN - Huntington Bancshares Inc. Sell 100.00% 53,534 0.01
☰ RURL - Rural Metro Corp. Sell 100.00% 13,000 0.00
Q1 2009
☰ KO - The Coca-Cola Co. Add 585.10% 265,120 0.91
☰ WU - The Western Union Co. Add 362.68% 1,276,450 2.52
☰ JCN - Johnson Controls Inc. Add 77.57% 519,500 0.98
☰ BAC - Bank of America Corp. Add 43.10% 508,692 0.54
☰ BMY - Bristol-Myers Squibb Co. Add 34.27% 244,263 0.84
☰ JPM - JPMorgan Chase & Co. Add 29.04% 173,192 0.72
☰ EBAY - eBay Inc. Add 16.42% 467,095 0.39
☰ DVN - Devon Energy Corp. Add 4.51% 22,447 0.16
☰ TEL - TE Connectivity plc Add 2.08% 14,641 0.03
☰ JNJ - Johnson & Johnson Add 1.62% 126 0.00
☰ MWW - Monster Worldwide Inc. Add 1.27% 27,310 0.03
☰ AAGBP - Alcoa Inc. Add 0.85% 15,405 0.02
☰ COP - ConocoPhillips Add 0.81% 6,427 0.03
☰ TYC - Tyco International LTD Buy 1,060,413 3.26
☰ DIS - The Walt Disney Co. Buy 999,158 2.85
☰ GLW - Corning Inc. Buy 544,775 1.13
☰ MDT - Medtronic plc Buy 210,230 0.97
☰ DE - Deere & Co. Buy 124,025 0.64
☰ CBZ - CBIZ, Inc. Buy 50,676 0.06
☰ HBAN - Huntington Bancshares Inc. Buy 53,534 0.01
☰ RURL - Rural Metro Corp. Buy 13,000 0.00
☰ DLCA - Dell Inc Reduce 0.07% 1,475 0.00
☰ VLO - Valero Energy Corp. Reduce 0.22% 2,741 0.01
☰ COV - Covidien Ltd Reduce 2.83% 15,123 0.07
☰ CMCSK - Comcast Corp. - Special Class Reduce 3.87% 72,091 0.15
☰ YHOO - Yahoo! Reduce 3.97% 45,993 0.07
☰ CCL - Carnival Corp. Ltd. Reduce 4.33% 36,208 0.12
☰ XOM - ExxonMobil Holdings Corp. Reduce 5.97% 1,671 0.02
☰ MRKC - Merck & Co., Inc. Reduce 6.47% 900 0.00
☰ INTC - Intel Corp. Reduce 6.65% 95,890 0.18
☰ BNY - The Bank of New York Mellon Cor Reduce 6.73% 51,685 0.19
☰ WAG - Walgreen Co. Reduce 8.49% 82,670 0.27
☰ SPLS* - Staples Inc. Reduce 8.55% 123,995 0.29
☰ MSFT - Microsoft Corp. Reduce 9.11% 141,654 0.36
☰ NVS - Novartis AG Reduce 9.45% 186,004 0.27
☰ WMT - Walmart Inc. Reduce 11.15% 129,435 0.32
☰ CVX - Chevron Corp. Reduce 11.42% 53,187 0.52
☰ CSCO - Cisco Systems, Inc. Reduce 12.69% 223,830 0.48
☰ MS - Morgan Stanley Reduce 12.88% 134,582 0.28
☰ AXP - American Express Co. Reduce 13.04% 75,500 0.18
☰ ADI - Analog Devices, Inc. Reduce 17.24% 199,830 0.50
☰ OMC - Omnicom Group Inc. Reduce 38.50% 102,938 0.36
☰ WYE - Wyeth Reduce 87.19% 683,949 3.36
☰ 6683 - General Electric Co. Reduce 94.52% 1,273,254 2.70
☰ TWX - Time Warner Inc Sell 100.00% 2,717,326 3.58
☰ TYCN - Tyco International LTD. Sell 100.00% 1,063,144 3.01
☰ PFE - Pfizer Inc. Sell 100.00% 593,043 1.38
☰ ROK - Rockwell Automation, Inc. Sell 100.00% 245,480 1.04
☰ C - Citigroup Inc. Sell 100.00% 1,158,475 1.02
☰ MER - Merrill Lynch & Co. Sell 100.00% 518,958 0.79
☰ HUB - Chubb Corp. Sell 100.00% 4,128 0.03
☰ T - AT&T Inc. Sell 100.00% 7,196 0.03
☰ MIIS - MicroIslet, Inc. Sell 100.00% 44,500 0.00
Q4 2008
☰ BNY - The Bank of New York Mellon Cor Add 209.43% 519,790 1.93
☰ YHOO - Yahoo! Add 135.08% 665,111 1.06
☰ AAGBP - Alcoa Inc. Add 66.09% 721,383 1.06
☰ AXP - American Express Co. Add 51.92% 197,789 0.48
☰ EBAY - eBay Inc. Add 51.63% 968,536 0.75
☰ CCL - Carnival Corp. Ltd. Add 36.10% 221,958 0.71
☰ TEL - TE Connectivity plc Add 31.67% 169,199 0.36
☰ VLO - Valero Energy Corp. Add 31.21% 294,051 0.76
☰ BAC - Bank of America Corp. Add 17.47% 175,536 0.32
☰ WAG - Walgreen Co. Add 14.98% 126,868 0.41
☰ MS - Morgan Stanley Add 14.60% 133,111 0.28
☰ DLCA - Dell Inc Add 10.17% 203,128 0.27
☰ MWW - Monster Worldwide Inc. Add 10.12% 197,579 0.31
☰ TYCN - Tyco International LTD. Add 8.33% 81,785 0.23
☰ MRKC - Merck & Co., Inc. Add 5.70% 750 0.00
☰ COP - ConocoPhillips Add 4.41% 33,575 0.17
☰ C - Citigroup Inc. Add 2.94% 3,310 0.03
☰ CSCO - Cisco Systems, Inc. Add 2.42% 41,708 0.09
☰ KO - The Coca-Cola Co. Add 2.21% 980 0.00
☰ DVN - Devon Energy Corp. Add 1.36% 6,650 0.06
☰ NVS - Novartis AG Add 0.49% 9,513 0.01
☰ SPLS* - Staples, Inc. Add 0.11% 1,549 0.00
☰ INTC - Intel Corp. Add 0.03% 448 0.00
☰ JCN - Johnson Controls Inc. Buy 669,745 1.59
☰ ROK - Rockwell Automation, Inc. Buy 245,480 1.04
☰ WU - The Western Union Co. Buy 351,945 0.66
☰ T - AT&T Inc. Buy 9,528 0.03
☰ ADI - Analog Devices, Inc. Reduce 1.06% 12,441 0.03
☰ CMCSK - Comcast Corp. - Special Class Reduce 1.43% 27,100 0.05
☰ TWX - Time Warner Inc Reduce 2.58% 23,943 0.09
☰ MSFT - Microsoft Corp. Reduce 3.22% 51,768 0.14
☰ PFE - Pfizer Inc. Reduce 5.26% 34,718 0.06
☰ 6683 - General Electric Co. Reduce 5.72% 81,687 0.20
☰ BMY - Bristol-Myers Squibb Co. Reduce 7.32% 56,281 0.12
☰ WYE - Wyeth Reduce 8.36% 71,529 0.26
☰ JPM - JPMorgan Chase & Co. Reduce 8.56% 55,844 0.26
☰ CVX - Chevron Corp. Reduce 10.59% 55,149 0.45
☰ XOM - ExxonMobil Holdings Corp. Reduce 12.09% 3,851 0.03
☰ COV - Covidien Ltd Reduce 16.35% 104,318 0.55
☰ OMC - Omnicom Group Inc. Reduce 17.83% 58,005 0.22
☰ JNJ - Johnson & Johnson Reduce 18.25% 1,739 0.01
☰ MER - Merrill Lynch & Co. Reduce 34.07% 268,227 0.67
☰ WMT - Walmart Inc. Reduce 35.82% 647,799 1.27
☰ MMM - 3M Co. Sell 100.00% 527,664 3.54
☰ WFC - Wells Fargo & Co. Sell 100.00% 7,473 0.03
Q3 2008
☰ YHOO - Yahoo! Add 691.60% 430,175 0.73
☰ CCL - Carnival Corp. Ltd. Add 228.49% 427,615 1.48
☰ OMC - Omnicom Group Inc. Add 71.74% 135,900 0.51
☰ WAG - Walgreen Co. Add 43.51% 256,733 0.78
☰ BMY - Bristol-Myers Squibb Co. Add 28.30% 169,620 0.35
☰ DVN - Devon Energy Corp. Add 8.24% 37,359 0.33
☰ CSCO - Cisco Systems, Inc. Add 4.43% 73,010 0.16
☰ MRKC - Merck & Co., Inc. Add 1.15% 150 0.00
☰ KO - The Coca-Cola Co. Add 1.14% 500 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.39% 125 0.00
☰ ADI - Analog Devices, Inc. Add 0.11% 1,285 0.00
☰ MSFT - Microsoft Corp. Buy 1,606,775 4.21
☰ TWX - Time Warner Inc Buy 929,718 3.59
☰ WMT - Walmart Inc. Buy 1,808,535 3.55
☰ MWW - Monster Worldwide Inc. Buy 1,952,500 2.86
☰ VLO - Valero Energy Corp. Buy 942,180 2.56
☰ AAGBP - Alcoa Inc. Buy 1,091,538 2.42
☰ C - Citigroup Inc. Buy 112,538 2.27
☰ EBAY - eBay Inc. Buy 1,875,995 1.74
☰ AXP - American Express Co. Buy 380,985 1.33
☰ PFE - Pfizer Inc. Buy 659,785 1.13
☰ BNY - The Bank of New York Mellon Cor Buy 248,189 0.79
☰ FPFCQ - First Place Financial Corp. Buy 22,401 0.03
☰ WFC - Wells Fargo & Co. Buy 7,473 0.03
☰ 6683 - General Electric Co. Reduce 0.47% 6,713 0.02
☰ COP - ConocoPhillips Reduce 0.67% 5,138 0.04
☰ MER - Merrill Lynch & Co. Reduce 0.76% 6,031 0.02
☰ TEL - TE Connectivity plc Reduce 1.22% 6,589 0.03
☰ TYCN - Tyco International LTD. Reduce 1.58% 15,749 0.07
☰ MMM - 3M Co. Reduce 1.64% 10,501 0.06
☰ MS - Morgan Stanley Reduce 1.66% 15,432 0.06
☰ WYE - Wyeth Reduce 2.19% 19,126 0.10
☰ BAC - Bank of America Corp. Reduce 2.54% 26,196 0.07
☰ JNJ - Johnson & Johnson Reduce 2.56% 250 0.00
☰ NVS - Novartis AG Reduce 3.68% 74,878 0.15
☰ CVX - Chevron Corp. Reduce 4.16% 22,627 0.24
☰ DLCA - Dell Inc Reduce 4.20% 87,493 0.20
☰ SPLS* - Staples, Inc. Reduce 4.71% 71,590 0.18
☰ INTC - Intel Corp. Reduce 5.12% 77,807 0.18
☰ CMCSK - Comcast Corp. - Special Class Reduce 8.56% 176,959 0.35
☰ JPM - JPMorgan Chase & Co. Reduce 24.98% 217,146 0.79
☰ COV - Covidien Ltd Reduce 37.58% 384,160 1.95
☰ WU - The Western Union Co. Sell 100.00% 1,724,698 4.52
☰ AAIG - American International Group I Sell 100.00% 917,047 2.57
☰ NLOK - Symantec Corp. Sell 100.00% 1,247,475 2.56
☰ ODP - Office Depot Inc. Sell 100.00% 1,445,033 1.68
☰ AMGN - Amgen Inc. Sell 100.00% 275,830 1.38
☰ RDS.A - Royal Dutch Shell PLC ADR - A Sell 100.00% 3,375 0.03
☰ BP - BP p.l.c. Sell 100.00% 3,552 0.03
☰ VZ - Verizon Communications Inc. Sell 100.00% 6,713 0.03
Q2 2008
☰ ODP - Office Depot Inc. Add 72.55% 607,575 0.70
☰ WAG - Walgreen Co. Add 49.07% 194,230 0.67
☰ OMC - Omnicom Group Inc. Add 24.80% 37,645 0.18
☰ AAIG - American International Group I Add 7.62% 64,913 0.18
☰ 6683 - General Electric Co. Add 1.32% 18,767 0.05
☰ CSCO - Cisco Systems, Inc. Add 0.04% 585 0.00
☰ AMGN - Amgen Inc. Buy 275,830 1.38
☰ BMY - Bristol-Myers Squibb Co. Buy 599,430 1.30
☰ CCL - Carnival Corp. Ltd. Buy 187,145 0.65
☰ YHOO - Yahoo! Buy 62,200 0.14
☰ BAC - Bank of America Corp. Reduce 0.19% 1,998 0.01
☰ MMM - 3M Co. Reduce 0.23% 1,447 0.01
☰ MS - Morgan Stanley Reduce 0.29% 2,734 0.01
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.31% 100 0.00
☰ KO - The Coca-Cola Co. Reduce 0.34% 150 0.00
☰ NVS - Novartis AG Reduce 0.40% 8,231 0.01
☰ MER - Merrill Lynch & Co. Reduce 0.75% 5,971 0.02
☰ INTC - Intel Corp. Reduce 1.16% 17,826 0.03
☰ SPLS* - Staples, Inc. Reduce 1.24% 19,085 0.03
☰ DLCA - Dell Inc Reduce 1.84% 39,080 0.06
☰ TYCN - Tyco International LTD. Reduce 2.63% 26,955 0.10
☰ ADI - Analog Devices, Inc. Reduce 3.46% 41,930 0.10
☰ TEL - TE Connectivity plc Reduce 3.52% 19,740 0.06
☰ CMCSK - Comcast Corp. - Special Class Reduce 4.05% 87,207 0.14
☰ JPM - JPMorgan Chase & Co. Reduce 5.17% 47,409 0.17
☰ COP - ConocoPhillips Reduce 5.21% 42,161 0.20
☰ CVX - Chevron Corp. Reduce 5.73% 33,034 0.23
☰ DVN - Devon Energy Corp. Reduce 7.35% 35,952 0.31
☰ COV - Covidien Ltd Reduce 9.90% 112,303 0.41
☰ JNJ - Johnson & Johnson Reduce 11.73% 1,300 0.01
☰ WYE - Wyeth Reduce 14.43% 147,569 0.51
☰ NLOK - Symantec Corp. Reduce 18.28% 279,015 0.38
☰ BP - BP p.l.c. Reduce 21.83% 992 0.00
☰ WU - The Western Union Co. Reduce 25.25% 582,716 1.02
☰ WMT - Walmart Inc. Sell 100.00% 958,728 4.15
☰ MSFT - Microsoft Corp. Sell 100.00% 1,615,300 3.76
☰ TWX - Time Warner Inc C Sell 100.00% 2,935,548 3.38
☰ PFE - Pfizer Inc. Sell 100.00% 1,795,393 3.09
☰ C - Citigroup Inc. Sell 100.00% 1,073,038 1.89
☰ MWW - Monster Worldwide Inc. C Sell 100.00% 788,020 1.57
☰ GAP - The Gap, Inc. Sell 100.00% 783,679 1.27
☰ TSM - Taiwan Semiconductor Sell 100.00% 1,023,065 0.86
☰ DFS - Discover Financial Services C Sell 100.00% 450,717 0.61
☰ ROST - Ross Stores, Inc. Sell 100.00% 26,130 0.06
☰ FPFCQ - First Place Financial Corp. C Sell 100.00% 22,401 0.02
☰ FTU - Wachovia Corp. C Sell 100.00% 8,980 0.02
☰ T - AT&T Inc. Sell 100.00% 6,092 0.02
☰ WFC - Wells Fargo & Co. Sell 100.00% 7,795 0.02
☰ CVS - CVS Health Corp. Sell 100.00% 5,550 0.02
Q1 2008
☰ TSM - Taiwan Semiconductor Add 28.23% 226,326 0.19
☰ NVS - Novartis AG Add 26.92% 433,213 0.67
☰ CSCO - Cisco Systems, Inc. Add 22.57% 303,548 0.60
☰ DLCA - Dell Inc C Add 14.37% 266,865 0.44
☰ ADI - Analog Devices, Inc. Add 9.76% 107,813 0.26
☰ MS - Morgan Stanley Add 7.29% 63,181 0.24
☰ MMM - 3M Co. Add 5.44% 33,189 0.18
☰ TEL - TE Connectivity plc Add 4.34% 23,325 0.07
☰ MER - Merrill Lynch & Co. C Add 4.09% 31,406 0.11
☰ CMCSK - Comcast Corp. - Special Class C Add 2.12% 44,747 0.07
☰ WYE - Wyeth C Add 0.63% 6,445 0.02
☰ FTU - Wachovia Corp. C Add 0.56% 50 0.00
☰ MWW - Monster Worldwide Inc. C Buy 788,020 1.57
☰ WAG - Walgreen Co. C Buy 395,815 1.24
☰ OMC - Omnicom Group Inc. Buy 151,800 0.55
☰ WFC - Wells Fargo & Co. Buy 7,795 0.02
☰ AAIG - American International Group I C Reduce 0.83% 7,098 0.03
☰ SPLS* - Staples, Inc. C Reduce 0.97% 15,080 0.03
☰ 6683 - General Electric Co. C Reduce 1.02% 14,639 0.04
☰ XOM - ExxonMobil Holdings Corp. Reduce 1.49% 481 0.00
☰ ROST - Ross Stores, Inc. Reduce 1.69% 1,800 0.00
☰ INTC - Intel Corp. Reduce 1.83% 28,576 0.06
☰ NLOK - Symantec Corp. C Reduce 3.21% 50,675 0.06
☰ MSFT - Microsoft Corp. Reduce 3.26% 54,410 0.14
☰ TWX - Time Warner Inc C Reduce 3.33% 33,723 0.12
☰ RDS.A - Royal Dutch Shell PLC ADR - A C Reduce 4.26% 150 0.00
☰ COP - ConocoPhillips Reduce 4.55% 38,593 0.19
☰ WU - The Western Union Co. Reduce 4.84% 117,267 0.21
☰ CVX - Chevron Corp. Reduce 5.17% 31,401 0.21
☰ BAC - Bank of America Corp. Reduce 6.07% 66,768 0.20
☰ HUB - Chubb Corp. C Reduce 6.78% 300 0.00
☰ TYCN - Tyco International LTD. C Reduce 7.68% 85,149 0.25
☰ PFE - Pfizer Inc. Reduce 7.82% 160,453 0.25
☰ MRKC - Merck & Co., Inc. C Reduce 8.45% 1,200 0.01
☰ KO - The Coca-Cola Co. Reduce 8.57% 4,120 0.01
☰ COV - Covidien Ltd C Reduce 10.14% 127,960 0.41
☰ JPM - JPMorgan Chase & Co. Reduce 10.76% 110,514 0.35
☰ T - AT&T Inc. Reduce 11.88% 1,087 0.00
☰ DVN - Devon Energy Corp. Reduce 13.10% 73,755 0.48
☰ C - Citigroup Inc. Reduce 13.11% 16,188 0.35
☰ WMT - Walmart Inc. Reduce 17.84% 624,468 0.72
☰ ODP - Office Depot Inc. C Reduce 20.94% 221,745 0.22
☰ GAP - The Gap, Inc. Reduce 21.61% 216,101 0.33
☰ DFS - Discover Financial Services C Reduce 23.50% 138,467 0.15
☰ CVS - CVS Health Corp. Reduce 27.77% 2,134 0.01
☰ VZ - Verizon Communications Inc. Reduce 29.22% 2,969 0.01
☰ JNJ - Johnson & Johnson Reduce 93.73% 165,519 0.80
☰ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 1,060,970 3.58
☰ BDX - Becton, Dickinson and Co. Sell 100.00% 2,500 0.02
☰ CPNLQ - Calpine Corporation CO Sell 100.00% 10,000 0.00
Q4 2007
☰ ROST - Ross Stores, Inc. Add 180.82% 68,460 0.03
☰ DLCA - Dell Inc CO Add 139.73% 1,082,421 1.93
☰ ADI - Analog Devices, Inc. Add 77.97% 483,985 1.11
☰ NVS - Novartis AG Add 47.13% 515,590 0.92
☰ MER - Merrill Lynch & Co. CO Add 12.86% 87,486 0.34
☰ NLOK - Symantec Corp. CO Add 11.29% 160,048 0.19
☰ SPLS* - Staples, Inc. CO Add 9.65% 136,753 0.23
☰ VZ - Verizon Communications Inc. Add 9.06% 844 0.00
☰ CVS - CVS Health Corp. Add 8.47% 600 0.00
☰ MS - Morgan Stanley Add 5.43% 44,643 0.17
☰ 6683 - General Electric Co. CO Add 5.01% 68,261 0.18
☰ C - Citigroup Inc. Add 4.90% 5,768 0.12
☰ TWX - Time Warner Inc CO Add 1.91% 18,937 0.07
☰ JPM - JPMorgan Chase & Co. Add 1.43% 14,450 0.05
☰ MRKC - Merck & Co., Inc. CO Add 1.43% 200 0.00
☰ AAIG - American International Group I CO Add 1.15% 9,771 0.04
☰ DVN - Devon Energy Corp. Add 1.11% 6,158 0.04
☰ TEL - TE Connectivity plc Add 0.56% 2,999 0.01
☰ TYCN - Tyco International LTD. CO Add 0.46% 5,127 0.01
☰ XOM - ExxonMobil Holdings Corp. Add 0.35% 112 0.00
☰ CMCSK - Comcast Corp. - Special Class CO Add 0.29% 6,147 0.01
☰ TSM - Taiwan Semiconductor Buy 801,854 0.58
☰ MMM - 3M Co. Reduce 0.35% 2,146 0.01
☰ BAC - Bank of America Corp. Reduce 0.39% 4,350 0.01
☰ CSCO - Cisco Systems, Inc. Reduce 2.68% 37,047 0.08
☰ COP - ConocoPhillips Reduce 2.70% 23,523 0.10
☰ PFE - Pfizer Inc. Reduce 2.88% 60,965 0.09
☰ CVX - Chevron Corp. Reduce 3.61% 22,740 0.14
☰ WYE - Wyeth CO Reduce 5.25% 56,287 0.17
☰ COV - Covidien Ltd CO Reduce 6.65% 89,918 0.25
☰ ODP - Office Depot Inc. CO Reduce 8.07% 92,927 0.13
☰ FPFCQ - First Place Financial Corp. CO Reduce 9.49% 2,348 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 10.04% 118,464 0.35
☰ WMT - Walmart Inc. Reduce 11.71% 464,415 0.45
☰ MSFT - Microsoft Corp. Reduce 13.14% 252,534 0.49
☰ WU - The Western Union Co. Reduce 13.24% 369,912 0.51
☰ DFS - Discover Financial Services CO Reduce 18.33% 132,279 0.18
☰ INTC - Intel Corp. Reduce 21.93% 439,623 0.75
☰ GAP - The Gap, Inc. Reduce 61.23% 1,579,050 1.92
☰ JNJ - Johnson & Johnson Reduce 73.32% 485,413 2.11
☰ HRB - H&R Block, Inc. Sell 100.00% 669,040 0.94
☰ BA - The Boeing Co. Sell 100.00% 2,278 0.02
☰ WFC - Wells Fargo & Co. Sell 100.00% 6,304 0.01
☰ HBAN - Huntington Bancshares Inc. Sell 100.00% 12,360 0.01
☰ CMCSA - Comcast Corp. Sell 100.00% 8,468 0.01
☰ EESV - Enviornmental Energy Service Sell 100.00% 10,000 0.00
Q3 2007
☰ MER - Merrill Lynch & Co. Add 193.24% 448,302 2.11
☰ DVN - Devon Energy Corp. Add 148.47% 332,708 1.83
☰ NVS - Novartis AG Add 105.79% 562,323 0.91
☰ COV - Covidien Ltd Add 95.08% 659,180 1.81
☰ NLOK - Symantec Corp. Add 34.00% 359,590 0.46
☰ MS - Morgan Stanley Add 33.49% 206,244 0.86
☰ ADI - Analog Devices, Inc. Add 33.12% 154,419 0.37
☰ SPLS* - Staples, Inc. Add 21.73% 253,054 0.36
☰ CMCSK - Comcast Corp. - Special Class Add 19.58% 344,426 0.55
☰ WYE - Wyeth Add 18.15% 164,726 0.49
☰ DLCA - Dell Inc Add 14.01% 95,163 0.17
☰ JPM - JPMorgan Chase & Co. Add 12.18% 109,950 0.33
☰ C - Citigroup Inc. Add 11.13% 11,787 0.36
☰ WMT - Walmart Inc. Add 9.80% 354,003 0.34
☰ WU - The Western Union Co. Add 7.80% 202,326 0.28
☰ AAIG - American International Group I Add 5.68% 45,685 0.20
☰ TWX - Time Warner Inc Add 4.85% 45,948 0.17
☰ BAC - Bank of America Corp. Add 4.74% 49,924 0.17
☰ PFE - Pfizer Inc. Add 2.20% 45,565 0.07
☰ CVS - CVS Health Corp. Add 1.93% 134 0.00
☰ MSFT - Microsoft Corp. Add 0.63% 12,058 0.02
☰ ODP - Office Depot Inc. Buy 1,152,130 1.57
☰ TEL - TE Connectivity plc Buy 534,281 1.25
☰ DFS - Discover Financial Services Buy 721,463 0.99
☰ HRB - H&R Block, Inc. Buy 669,040 0.94
☰ BA - The Boeing Co. Buy 2,278 0.02
☰ ROST - Ross Stores, Inc. Buy 37,860 0.02
☰ BDX - Becton, Dickinson and Co. Buy 3,259 0.01
☰ CMCSA - Comcast Corp. Buy 18,071 0.01
☰ HBAN - Huntington Bancshares Inc. Buy 12,360 0.01
☰ MIIS - MicroIslet, Inc. Buy 44,500 0.00
☰ FTU - Wachovia Corp. Reduce 1.11% 100 0.00
☰ COP - ConocoPhillips Reduce 1.30% 11,466 0.04
☰ GAP - The Gap, Inc. Reduce 1.34% 34,927 0.04
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 2.08% 75 0.00
☰ KO - The Coca-Cola Co. Reduce 3.66% 1,830 0.00
☰ JNJ - Johnson & Johnson Reduce 4.37% 30,266 0.12
☰ VZ - Verizon Communications Inc. Reduce 5.13% 504 0.00
☰ CVX - Chevron Corp. Reduce 5.83% 39,035 0.21
☰ INTC - Intel Corp. Reduce 7.59% 164,661 0.25
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 11.79% 157,605 0.42
☰ MRKC - Merck & Co., Inc. Reduce 13.46% 2,177 0.01
☰ MMM - 3M Co. Reduce 15.23% 109,943 0.51
☰ 6683 - General Electric Co. Reduce 15.75% 254,892 0.63
☰ T - AT&T Inc. Reduce 21.02% 2,436 0.00
☰ CSCO - Cisco Systems, Inc. Reduce 30.79% 614,659 1.10
☰ TYCN - Tyco International LTD. Reduce 42.96% 831,587 1.81
☰ XOM - ExxonMobil Holdings Corp. Reduce 63.58% 56,195 0.30
☰ WFC - Wells Fargo & Co. Reduce 79.46% 24,382 0.06
☰ FDCP - First Data Corp. Sell 100.00% 1,832,865 3.86
☰ 3403545Q - Dollar General Sell 100.00% 2,157,161 3.05
☰ BSX - Boston Scientific Corp. Sell 100.00% 2,395,407 2.37
☰ PGR - The Progressive Corp. Sell 100.00% 1,361,564 2.10
☰ BK - Bank of New York Sell 100.00% 336,325 0.90
☰ 2674129Q - Sky Financial Group Inc. Sell 100.00% 11,361 0.02
☰ AQ - Comcast Corp - CL A Sell 100.00% 7,969 0.01
Q2 2007
☰ WFC - Wells Fargo & Co. Add 275.41% 22,512 0.05
☰ NLOK - Symantec Corp. Add 245.44% 751,387 0.98
☰ PGR - The Progressive Corp. Add 105.04% 697,514 1.08
☰ JNJ - Johnson & Johnson Add 54.81% 245,093 0.97
☰ WU - The Western Union Co. Add 42.39% 771,709 1.04
☰ DLCA - Dell Inc Add 32.59% 167,029 0.31
☰ CMCSK - Comcast Corp. - Special Class Add 26.43% 367,771 0.66
☰ CSCO - Cisco Systems, Inc. Add 22.40% 365,444 0.66
☰ T - AT&T Inc. Add 18.06% 1,773 0.00
☰ BAC - Bank of America Corp. Add 12.07% 113,528 0.36
☰ GAP - The Gap, Inc. Add 10.22% 242,430 0.30
☰ WMT - Walmart Inc. Add 10.21% 334,428 0.35
☰ PFE - Pfizer Inc. Add 8.57% 163,323 0.26
☰ C - Citigroup Inc. Add 6.95% 6,888 0.23
☰ ADI - Analog Devices, Inc. Add 6.42% 28,120 0.07
☰ BSX - Boston Scientific Corp. Add 5.46% 124,107 0.12
☰ DVN - Devon Energy Corp. Add 5.29% 11,252 0.06
☰ JPM - JPMorgan Chase & Co. Add 3.52% 30,741 0.10
☰ MRKC - Merck & Co., Inc. Add 3.39% 531 0.00
☰ TWX - Time Warner Inc Add 3.36% 30,756 0.13
☰ AAIG - American International Group I Add 3.24% 25,221 0.11
☰ NVS - Novartis AG Add 2.42% 12,551 0.02
☰ COP - ConocoPhillips Add 1.83% 15,909 0.06
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 1.29% 17,029 0.05
☰ FTU - Wachovia Corp. Add 1.18% 105 0.00
☰ 6683 - General Electric Co. Add 0.79% 12,715 0.03
☰ MSFT - Microsoft Corp. Add 0.73% 13,895 0.03
☰ MMM - 3M Co. Add 0.65% 4,669 0.02
☰ KO - The Coca-Cola Co. Add 0.06% 30 0.00
☰ TYCN - Tyco International LTD. Buy 1,935,672 4.22
☰ COV - Covidien Ltd - W/I Buy 693,290 1.93
☰ SPLS* - Staples, Inc. Buy 1,164,665 1.78
☰ AQ - Comcast Corp - CL A Buy 7,969 0.01
☰ MER - Merrill Lynch & Co. Reduce 0.13% 296 0.00
☰ INTC - Intel Corp. Reduce 0.21% 4,546 0.01
☰ CVX - Chevron Corp. Reduce 0.22% 1,465 0.01
☰ MS - Morgan Stanley Reduce 0.46% 2,818 0.02
☰ VZ - Verizon Communications Inc. Reduce 0.54% 53 0.00
☰ WYE - Wyeth Reduce 2.51% 23,404 0.08
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 4.00% 150 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 10.33% 10,180 0.06
☰ FDCP - First Data Corp. Reduce 14.78% 317,960 0.61
☰ BP - BP p.l.c. Reduce 16.53% 900 0.00
☰ 3403545Q - Dollar General Reduce 17.80% 467,134 0.71
☰ BK - Bank of New York Reduce 22.80% 99,323 0.29
☰ MEDI - MedImmune Inc Sell 100.00% 1,786,455 4.66
☰ TYI - Tyco International LTD. Sell 100.00% 1,590,304 3.60
☰ VSH - Vishay Intertechnology, Inc. Sell 100.00% 2,985,455 2.99
☰ JOE - The St. Joe Co. Sell 100.00% 4,150 0.02
Q1 2007
☰ MMM - 3M Co. Add 343.37% 555,488 2.54
☰ ADI - Analog Devices, Inc. Add 251.78% 313,623 0.78
☰ COP - ConocoPhillips Add 176.05% 553,031 2.07
☰ JNJ - Johnson & Johnson Add 84.05% 204,212 0.88
☰ WU - The Western Union Co. Add 68.65% 741,055 1.17
☰ BSX - Boston Scientific Corp. Add 18.44% 353,555 0.37
☰ CSCO - Cisco Systems, Inc. Add 12.41% 180,105 0.33
☰ FDCP - First Data Corp. Add 9.43% 185,335 0.36
☰ INTC - Intel Corp. Add 7.04% 142,882 0.20
☰ 6683 - General Electric Co. Add 6.94% 104,123 0.26
☰ CMCSK - Comcast Corp. - Special Class Add 6.88% 89,558 0.16
☰ BAC - Bank of America Corp. Add 5.51% 49,154 0.18
☰ MEDI - MedImmune Inc Add 4.73% 80,646 0.21
☰ CVX - Chevron Corp. Add 4.18% 26,938 0.14
☰ PFE - Pfizer Inc. Add 3.15% 58,207 0.10
☰ TYI - Tyco International LTD. Add 2.97% 45,805 0.10
☰ AAIG - American International Group I Add 2.53% 19,222 0.09
☰ WMT - Walmart Inc. Add 1.89% 60,720 0.07
☰ WYE - Wyeth Add 1.73% 15,824 0.06
☰ MSFT - Microsoft Corp. Add 1.33% 24,934 0.05
☰ C - Citigroup Inc. Add 1.27% 1,245 0.05
☰ GAP - The Gap, Inc. Add 0.37% 8,655 0.01
☰ DVN - Devon Energy Corp. Buy 212,845 1.06
☰ PGR - The Progressive Corp. Buy 664,050 1.04
☰ DLCA - Dell Inc Buy 512,460 0.85
☰ NLOK - Symantec Corp. Buy 306,140 0.38
☰ T - AT&T Inc. Buy 9,816 0.02
☰ CPNLQ - Calpine Corporation Buy 10,000 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.86% 11,400 0.02
☰ MS - Morgan Stanley Reduce 1.25% 7,851 0.04
☰ TWX - Time Warner Inc Reduce 2.05% 19,196 0.09
☰ JPM - JPMorgan Chase & Co. Reduce 2.09% 18,624 0.06
☰ KO - The Coca-Cola Co. Reduce 2.63% 1,350 0.00
☰ VSH - Vishay Intertechnology, Inc. Reduce 5.18% 162,960 0.15
☰ WFC - Wells Fargo & Co. Reduce 7.60% 672 0.00
☰ FTU - Wachovia Corp. Reduce 7.75% 750 0.00
☰ BP - BP p.l.c. Reduce 10.58% 644 0.00
☰ MRKC - Merck & Co., Inc. Reduce 12.33% 2,200 0.01
☰ 3403545Q - Dollar General Reduce 14.97% 462,095 0.51
☰ CVS - CVS Health Corp. Reduce 19.19% 1,650 0.00
☰ VZ - Verizon Communications Inc. Reduce 29.13% 4,058 0.01
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 29.91% 1,600 0.01
☰ MER - Merrill Lynch & Co. Reduce 30.42% 101,556 0.65
☰ XOM - ExxonMobil Holdings Corp. Reduce 40.52% 67,135 0.36
☰ NVS - Novartis AG Reduce 48.62% 491,185 1.05
☰ 2674129Q - Sky Financial Group Inc. Reduce 56.29% 14,631 0.02
☰ BK - Bank of New York Reduce 61.49% 695,477 1.90
☰ 2987536Q - Symbol Technologies, Inc. Sell 100.00% 3,584,999 3.71
☰ ROST - Ross Stores, Inc. Sell 100.00% 1,380,015 2.80
☰ 2307532Q - American Power Conversion Sell 100.00% 1,127,866 2.39
☰ TDW - Tidewater Inc. Sell 100.00% 86,737 0.29
☰ BIM - Biomet Sell 100.00% 15,650 0.04
☰ IBM - International Business Machines Corp. Sell 100.00% 2,686 0.02
☰ AB - AllianceBernstein Holdings L.P. Sell 100.00% 3,000 0.02
☰ AME - AMETEK, Inc. Sell 100.00% 7,350 0.02
☰ BLS - Bellsouth Corp. Sell 100.00% 4,833 0.02
☰ AQ - Comcast Corp - CL A Sell 100.00% 5,345 0.02
Q4 2006
☰ WU - The Western Union Co. Add 1008.77% 982,143 1.52
☰ MMM - 3M Co. Add 974.79% 146,725 0.66
☰ FDCP - First Data Corp. Add 115.97% 1,055,400 1.86
☰ 2674129Q - Sky Financial Group Inc. Add 58.57% 9,600 0.01
☰ JNJ - Johnson & Johnson Add 8.16% 18,338 0.08
☰ WMT - Walmart Inc. Add 6.34% 191,799 0.20
☰ VSH - Vishay Intertechnology, Inc. Add 3.00% 91,590 0.09
☰ CVX - Chevron Corp. Add 1.03% 6,565 0.03
☰ INTC - Intel Corp. Add 0.83% 16,641 0.02
☰ WFC - Wells Fargo & Co. Add 0.32% 28 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Buy 1,331,410 2.86
☰ COP - ConocoPhillips Buy 314,135 1.19
☰ ADI - Analog Devices, Inc. Buy 124,563 0.28
☰ AB - AllianceBernstein Holdings L.P. Buy 3,000 0.02
☰ AQ - Comcast Corp - CL A Buy 5,345 0.02
☰ WYE - Wyeth Reduce 0.11% 985 0.00
☰ KO - The Coca-Cola Co. Reduce 0.21% 110 0.00
☰ 6683 - General Electric Co. Reduce 0.89% 13,475 0.04
☰ FPFCQ - First Place Financial Corp. Reduce 1.14% 285 0.00
☰ C - Citigroup Inc. Reduce 1.18% 1,170 0.04
☰ CSCO - Cisco Systems, Inc. Reduce 1.42% 20,945 0.04
☰ PFE - Pfizer Inc. Reduce 1.47% 27,627 0.05
☰ AAIG - American International Group I Reduce 1.57% 12,150 0.06
☰ TYI - Tyco International LTD. Reduce 1.57% 24,657 0.05
☰ MRKC - Merck & Co., Inc. Reduce 1.65% 300 0.00
☰ BAC - Bank of America Corp. Reduce 1.66% 15,077 0.06
☰ MSFT - Microsoft Corp. Reduce 2.01% 38,344 0.08
☰ JPM - JPMorgan Chase & Co. Reduce 2.37% 21,625 0.07
☰ ROST - Ross Stores, Inc. Reduce 2.62% 148,460 0.07
☰ TWX - Time Warner Inc Reduce 2.74% 26,363 0.11
☰ MS - Morgan Stanley Reduce 2.82% 18,203 0.10
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 3.17% 175 0.00
☰ GAP - The Gap, Inc. Reduce 4.24% 104,581 0.15
☰ MEDI - MedImmune Inc Reduce 5.32% 95,941 0.21
☰ CMCSK - Comcast Corp. - Special Class Reduce 5.78% 79,832 0.22
☰ BK - Bank of New York Reduce 5.92% 71,125 0.18
☰ 3403545Q - Dollar General Reduce 6.18% 203,415 0.20
☰ BLS - Bellsouth Corp. Reduce 10.15% 546 0.00
☰ BSX - Boston Scientific Corp. Reduce 10.71% 229,925 0.25
☰ VZ - Verizon Communications Inc. Reduce 13.08% 2,097 0.01
☰ 2987536Q - Symbol Technologies, Inc. Reduce 15.98% 681,689 0.75
☰ XOM - ExxonMobil Holdings Corp. Reduce 19.37% 39,798 0.20
☰ MER - Merrill Lynch & Co. Reduce 32.98% 164,306 0.95
☰ NVS - Novartis AG Reduce 43.84% 788,484 1.44
☰ 2307532Q - American Power Conversion Reduce 50.51% 1,150,945 1.86
☰ TDW - Tidewater Inc. Reduce 87.94% 19,599 2.06
☰ GS - The Goldman Sachs Group, Inc. Sell 100.00% 1,186 0.01
Q3 2006
☰ MMM - 3M Co. Add 299.58% 11,285 0.05
☰ FDCP - First Data Corp. Add 105.03% 466,205 1.44
☰ 3403545Q - Dollar General Add 38.82% 919,910 0.92
☰ CSCO - Cisco Systems, Inc. Add 29.64% 336,545 0.57
☰ BSX - Boston Scientific Corp. Add 15.99% 296,105 0.32
☰ CVX - Chevron Corp. Add 13.70% 76,817 0.37
☰ RDS.A - Royal Dutch Shell PLC ADR - A Add 6.25% 325 0.00
☰ BP - BP p.l.c. Add 4.53% 264 0.00
☰ WFC - Wells Fargo & Co. Add 0.32% 28 0.00
☰ WU - The Western Union Co. Buy 97,360 0.14
☰ JOE - The St. Joe Co. Buy 4,150 0.02
☰ MRKC - Merck & Co., Inc. Reduce 1.08% 199 0.00
☰ IBM - International Business Machines Corp. Reduce 1.82% 52 0.00
☰ VZ - Verizon Communications Inc. Reduce 2.04% 333 0.00
☰ INTC - Intel Corp. Reduce 2.47% 51,075 0.07
☰ FTU - Wachovia Corp. Reduce 3.01% 300 0.00
☰ JNJ - Johnson & Johnson Reduce 3.62% 8,435 0.04
☰ 2307532Q - American Power Conversion Reduce 4.42% 105,470 0.15
☰ ROST - Ross Stores, Inc. Reduce 4.80% 285,960 0.15
☰ MEDI - MedImmune Inc Reduce 4.93% 93,425 0.18
☰ TDW - Tidewater Inc. Reduce 5.27% 1,240 0.14
☰ MER - Merrill Lynch & Co. Reduce 6.26% 33,278 0.17
☰ WMT - Walmart Inc. Reduce 6.35% 204,945 0.24
☰ TYI - Tyco International LTD. Reduce 6.44% 107,945 0.22
☰ GAP - The Gap, Inc. Reduce 6.61% 174,692 0.22
☰ BLS - Bellsouth Corp. Reduce 6.92% 400 0.00
☰ VSH - Vishay Intertechnology, Inc. Reduce 6.98% 229,485 0.26
☰ 6683 - General Electric Co. Reduce 7.46% 122,057 0.29
☰ C - Citigroup Inc. Reduce 7.88% 8,465 0.30
☰ 2987536Q - Symbol Technologies, Inc. Reduce 7.92% 367,149 0.29
☰ TWX - Time Warner Inc Reduce 8.63% 90,927 0.34
☰ WYE - Wyeth Reduce 8.87% 89,219 0.29
☰ AAIG - American International Group I Reduce 9.88% 84,539 0.36
☰ MSFT - Microsoft Corp. Reduce 10.23% 217,581 0.37
☰ XOM - ExxonMobil Holdings Corp. Reduce 10.45% 23,990 0.11
☰ BAC - Bank of America Corp. Reduce 11.65% 119,577 0.42
☰ BK - Bank of New York Reduce 12.32% 168,865 0.39
☰ JPM - JPMorgan Chase & Co. Reduce 12.48% 130,062 0.40
☰ GS - The Goldman Sachs Group, Inc. Reduce 12.54% 170 0.00
☰ PFE - Pfizer Inc. Reduce 13.19% 284,827 0.46
☰ CMCSK - Comcast Corp. - Special Class Reduce 14.71% 238,337 0.57
☰ NVS - Novartis AG Reduce 16.24% 348,845 0.56
☰ MS - Morgan Stanley Reduce 27.57% 245,459 1.13
☰ MRSH - Marsh & McLennan Companies, Inc. Sell 100.00% 1,582,769 3.09
☰ FMCC - Freddie Mac Sell 100.00% 239,327 0.99
☰ AQ - Comcast Corp - CL A Sell 100.00% 7,122 0.02
Q2 2006
☰ JNJ - Johnson & Johnson Add 750.34% 205,662 0.89
☰ HUB - Chubb Corp. Add 100.00% 2,214 0.01
☰ MEDI - MedImmune Inc Add 50.35% 634,656 1.25
☰ CSCO - Cisco Systems, Inc. Add 21.09% 197,784 0.28
☰ CVX - Chevron Corp. Add 17.87% 85,025 0.38
☰ 2307532Q - American Power Conversion Add 8.85% 193,931 0.27
☰ FDCP - First Data Corp. Add 3.90% 16,650 0.05
☰ MSFT - Microsoft Corp. Add 2.59% 53,606 0.09
☰ 3403545Q - Dollar General Buy 2,369,895 2.40
☰ AQ - Comcast Corp - CL A Buy 7,122 0.02
☰ EESV - Enviornmental Energy Service Buy 10,000 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.14% 326 0.00
☰ AAIG - American International Group I Reduce 0.71% 6,080 0.03
☰ TDW - Tidewater Inc. Reduce 0.81% 191 0.02
☰ MRSH - Marsh & McLennan Companies, Inc. Reduce 0.97% 15,555 0.03
☰ NVS - Novartis AG Reduce 1.14% 24,671 0.04
☰ CVS - CVS Health Corp. Reduce 1.15% 100 0.00
☰ KO - The Coca-Cola Co. Reduce 1.76% 920 0.00
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 1.89% 100 0.00
☰ 2674129Q - Sky Financial Group Inc. Reduce 2.97% 502 0.00
☰ 2987536Q - Symbol Technologies, Inc. Reduce 3.27% 156,758 0.11
☰ VZ - Verizon Communications Inc. Reduce 3.29% 556 0.00
☰ PFE - Pfizer Inc. Reduce 3.33% 74,403 0.12
☰ TYI - Tyco International LTD. Reduce 3.35% 58,109 0.10
☰ FMCC - Freddie Mac Reduce 3.92% 9,772 0.04
☰ WYE - Wyeth Reduce 4.13% 43,321 0.14
☰ BK - Bank of New York Reduce 4.59% 65,923 0.16
☰ TWX - Time Warner Inc Reduce 5.40% 60,130 0.20
☰ GAP - The Gap, Inc. Reduce 5.84% 163,724 0.20
☰ GS - The Goldman Sachs Group, Inc. Reduce 6.55% 95 0.00
☰ FTU - Wachovia Corp. Reduce 6.56% 700 0.00
☰ BP - BP p.l.c. Reduce 6.91% 432 0.00
☰ WMT - Walmart Inc. Reduce 7.32% 255,216 0.27
☰ 6683 - General Electric Co. Reduce 7.63% 135,240 0.31
☰ MS - Morgan Stanley Reduce 7.98% 77,228 0.32
☰ BSX - Boston Scientific Corp. Reduce 8.99% 182,920 0.28
☰ JPM - JPMorgan Chase & Co. Reduce 9.32% 107,135 0.30
☰ MER - Merrill Lynch & Co. Reduce 9.68% 56,937 0.30
☰ MMM - 3M Co. Reduce 10.01% 419 0.00
☰ INTC - Intel Corp. Reduce 10.39% 239,435 0.31
☰ ROST - Ross Stores, Inc. Reduce 10.44% 693,980 0.34
☰ AME - AMETEK, Inc. Reduce 10.91% 2,025 0.00
☰ BAC - Bank of America Corp. Reduce 11.41% 132,134 0.40
☰ C - Citigroup Inc. Reduce 11.70% 14,235 0.45
☰ VSH - Vishay Intertechnology, Inc. Reduce 11.88% 442,954 0.42
☰ WFC - Wells Fargo & Co. Reduce 14.14% 1,448 0.00
☰ MRKC - Merck & Co., Inc. Reduce 14.25% 3,050 0.01
☰ CMCSK - Comcast Corp. - Special Class Reduce 15.03% 286,639 0.50
☰ DIS - The Walt Disney Co. Sell 100.00% 976,719 1.80
☰ IPG - Interpublic Group Sell 100.00% 2,779,475 1.76
☰ GIS - General Mills, Inc. Sell 100.00% 292,789 0.98
☰ HRB - H&R Block, Inc. Sell 100.00% 125,875 0.18
☰ JOE - The St. Joe Co. Sell 100.00% 4,150 0.02
☰ 2860436Q - Liberty Media Corp - A Sell 100.00% 27,096 0.01
Q1 2006
☰ CVX - Chevron Corp. Add 190.47% 311,955 1.20
☰ JNJ - Johnson & Johnson Add 104.48% 14,005 0.05
☰ CSCO - Cisco Systems, Inc. Add 32.03% 227,500 0.33
☰ BSX - Boston Scientific Corp. Add 31.06% 482,120 0.74
☰ IPG - Interpublic Group Add 17.19% 407,660 0.26
☰ TYI - Tyco International LTD. Add 16.75% 248,900 0.44
☰ MRSH - Marsh & McLennan Companies, Inc. Add 11.83% 169,105 0.33
☰ TWX - Time Warner Inc Add 8.37% 85,985 0.29
☰ PFE - Pfizer Inc. Add 6.46% 135,493 0.21
☰ FMCC - Freddie Mac Add 6.19% 14,525 0.06
☰ 2307532Q - American Power Conversion Add 4.16% 87,455 0.13
☰ CMCSK - Comcast Corp. - Special Class Add 2.52% 46,940 0.08
☰ INTC - Intel Corp. Add 1.93% 43,555 0.06
☰ 6683 - General Electric Co. Add 0.20% 3,553 0.01
☰ FDCP - First Data Corp. Add 0.06% 275 0.00
☰ HRB - H&R Block, Inc. Buy 125,875 0.18
☰ GS - The Goldman Sachs Group, Inc. Buy 1,451 0.02
☰ BLS - Bellsouth Corp. Buy 5,779 0.01
☰ KO - The Coca-Cola Co. Reduce 0.17% 90 0.00
☰ WMT - Walmart Inc. Reduce 0.96% 33,795 0.03
☰ 2987536Q - Symbol Technologies, Inc. Reduce 1.08% 52,244 0.04
☰ ROST - Ross Stores, Inc. Reduce 1.45% 97,900 0.05
☰ C - Citigroup Inc. Reduce 2.11% 2,625 0.08
☰ AAIG - American International Group I Reduce 2.66% 23,590 0.10
☰ GAP - The Gap, Inc. Reduce 2.71% 78,031 0.09
☰ BP - BP p.l.c. Reduce 3.10% 200 0.00
☰ MSFT - Microsoft Corp. Reduce 3.24% 69,535 0.12
☰ WYE - Wyeth Reduce 3.51% 38,126 0.11
☰ BAC - Bank of America Corp. Reduce 3.62% 43,550 0.13
☰ VZ - Verizon Communications Inc. Reduce 4.90% 871 0.00
☰ NVS - Novartis AG Reduce 5.28% 120,969 0.17
☰ JPM - JPMorgan Chase & Co. Reduce 8.55% 107,533 0.27
☰ VSH - Vishay Intertechnology, Inc. Reduce 8.55% 348,495 0.31
☰ BK - Bank of New York Reduce 8.64% 135,972 0.28
☰ WFC - Wells Fargo & Co. Reduce 8.67% 972 0.00
☰ MS - Morgan Stanley Reduce 9.14% 97,306 0.35
☰ XOM - ExxonMobil Holdings Corp. Reduce 11.90% 31,042 0.11
☰ HUB - Chubb Corp. Reduce 11.93% 300 0.00
☰ AME - AMETEK, Inc. Reduce 15.38% 3,375 0.00
☰ FTU - Wachovia Corp. Reduce 15.78% 2,000 0.01
☰ MRKC - Merck & Co., Inc. Reduce 17.21% 4,449 0.01
☰ DIS - The Walt Disney Co. Reduce 19.06% 233,210 0.35
☰ TDW - Tidewater Inc. Reduce 20.86% 6,252 0.58
☰ MER - Merrill Lynch & Co. Reduce 22.65% 172,325 0.75
☰ CVS - CVS Health Corp. Reduce 23.88% 2,730 0.00
☰ MEDI - MedImmune Inc Reduce 24.88% 417,455 0.94
☰ GIS - General Mills, Inc. Reduce 33.04% 289,000 0.46
☰ IBM - International Business Machines Corp. Reduce 59.38% 4,184 0.02
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 75.80% 16,600 0.07
☰ NOK - Nokia Oyj Sell 100.00% 2,522,152 2.96
☰ COP - ConocoPhillips Sell 100.00% 16,100 0.06
☰ 2235894Q - Lucent Technologies Sell 100.00% 291,628 0.05
☰ AXP - American Express Co. Sell 100.00% 11,847 0.04
☰ AMAT - Applied Materials, Inc. Sell 100.00% 12,606 0.01
☰ AQ - Comcast Corp - CL A Sell 100.00% 7,965 0.01
☰ CDCOR - Comdisco Holding Company, Inc. Sell 100.00% 11,500 0.00
☰ EESV - Enviornmental Energy Service Sell 100.00% 10,000 0.00
Q4 2005
☰ TYI - Tyco International LTD. Add 62.76% 573,140 1.06
☰ IBM - International Business Machines Corp. Add 62.01% 2,697 0.01
☰ 2307532Q - American Power Conversion Add 13.24% 245,913 0.35
☰ VZ - Verizon Communications Inc. Add 12.67% 2,001 0.00
☰ DIS - The Walt Disney Co. Add 9.46% 105,732 0.16
☰ MRSH - Marsh & McLennan Companies, Inc. Add 7.40% 98,435 0.20
☰ CMCSK - Comcast Corp. - Special Class Add 6.59% 114,924 0.19
☰ TWX - Time Warner Inc Add 5.49% 53,496 0.18
☰ FDCP - First Data Corp. Add 3.61% 14,880 0.04
☰ CVS - CVS Health Corp. Add 1.60% 180 0.00
☰ AQ - Comcast Corp - CL A Add 0.99% 78 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.84% 2,182 0.01
☰ ROST - Ross Stores, Inc. Add 0.61% 40,996 0.02
☰ WFC - Wells Fargo & Co. Add 0.25% 28 0.00
☰ CVX - Chevron Corp. Add 0.15% 247 0.00
☰ CSCO - Cisco Systems, Inc. Buy 710,176 0.78
☰ AMAT - Applied Materials, Inc. Buy 12,606 0.01
☰ EESV - Enviornmental Energy Service Buy 10,000 0.00
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 0.07% 15 0.00
☰ BIM - Biomet Reduce 0.63% 100 0.00
☰ WMT - Walmart Inc. Reduce 0.67% 23,556 0.02
☰ MRKC - Merck & Co., Inc. Reduce 1.14% 299 0.00
☰ GAP - The Gap, Inc. Reduce 1.38% 40,312 0.04
☰ KO - The Coca-Cola Co. Reduce 1.47% 780 0.00
☰ WYE - Wyeth Reduce 1.81% 20,065 0.06
☰ FPFCQ - First Place Financial Corp. Reduce 1.92% 490 0.00
☰ TDW - Tidewater Inc. Reduce 3.95% 1,234 0.12
☰ NVS - Novartis AG Reduce 5.06% 122,244 0.17
☰ PFE - Pfizer Inc. Reduce 5.94% 132,403 0.20
☰ 2674129Q - Sky Financial Group Inc. Reduce 6.13% 1,104 0.00
☰ BSX - Boston Scientific Corp. Reduce 6.53% 108,450 0.16
☰ 2987536Q - Symbol Technologies, Inc. Reduce 6.75% 350,511 0.21
☰ BK - Bank of New York Reduce 6.88% 116,281 0.21
☰ VSH - Vishay Intertechnology, Inc. Reduce 6.90% 302,327 0.22
☰ MSFT - Microsoft Corp. Reduce 7.27% 167,955 0.27
☰ MS - Morgan Stanley Reduce 7.36% 84,543 0.28
☰ MER - Merrill Lynch & Co. Reduce 7.88% 65,090 0.25
☰ BAC - Bank of America Corp. Reduce 7.92% 103,294 0.27
☰ INTC - Intel Corp. Reduce 8.11% 199,656 0.31
☰ 6683 - General Electric Co. Reduce 8.17% 157,344 0.33
☰ C - Citigroup Inc. Reduce 8.19% 11,082 0.31
☰ FMCC - Freddie Mac Reduce 8.38% 21,451 0.08
☰ NOK - Nokia Oyj Reduce 10.12% 283,998 0.30
☰ AAIG - American International Group I Reduce 10.51% 104,067 0.40
☰ JPM - JPMorgan Chase & Co. Reduce 11.53% 163,787 0.35
☰ IPG - Interpublic Group Reduce 12.17% 328,640 0.24
☰ GIS - General Mills, Inc. Reduce 18.57% 199,420 0.30
☰ MEDI - MedImmune Inc Reduce 35.26% 913,920 1.91
☰ AXP - American Express Co. Reduce 35.38% 6,486 0.02
☰ COP - ConocoPhillips Reduce 49.84% 20,988 0.07
☰ 2860436Q - Liberty Media Corp - A Reduce 59.93% 40,524 0.02
☰ 2235894Q - Lucent Technologies Reduce 93.73% 4,359,513 0.88
☰ FITB - Fifth Third Bancorp Sell 100.00% 528,086 1.21
☰ TRIA - Triangle MultiMedia Inc. Sell 100.00% 1,000,000 0.00
Q3 2005
☰ TYI - Tyco International LTD. Add 103.60% 464,650 0.81
☰ ROST - Ross Stores, Inc. Add 77.44% 2,926,404 1.08
☰ MRSH - Marsh & McLennan Companies, Inc. Add 51.22% 450,750 0.85
☰ FDCP - First Data Corp. Add 42.06% 122,015 0.30
☰ BSX - Boston Scientific Corp. Add 22.34% 303,250 0.44
☰ WMT - Walmart Inc. Add 18.52% 553,341 0.50
☰ CMCSK - Comcast Corp. - Special Class Add 3.64% 61,240 0.11
☰ TWX - Time Warner Inc Add 2.09% 19,956 0.07
☰ RDS.A - Royal Dutch Shell PLC ADR - A Buy 21,915 0.09
☰ 2987536Q - Symbol Technologies, Inc. Reduce 0.44% 23,140 0.01
☰ JNJ - Johnson & Johnson Reduce 0.74% 100 0.00
☰ VSH - Vishay Intertechnology, Inc. Reduce 0.80% 35,237 0.02
☰ KO - The Coca-Cola Co. Reduce 0.88% 470 0.00
☰ DIS - The Walt Disney Co. Reduce 1.01% 11,447 0.02
☰ VZ - Verizon Communications Inc. Reduce 1.73% 278 0.00
☰ 2674129Q - Sky Financial Group Inc. Reduce 1.77% 325 0.00
☰ GAP - The Gap, Inc. Reduce 2.84% 85,395 0.10
☰ TDW - Tidewater Inc. Reduce 2.93% 941 0.07
☰ BAC - Bank of America Corp. Reduce 3.58% 48,445 0.12
☰ FTU - Wachovia Corp. Reduce 3.80% 500 0.00
☰ AQ - Comcast Corp - CL A Reduce 3.86% 317 0.00
☰ CVX - Chevron Corp. Reduce 4.72% 8,100 0.03
☰ WFC - Wells Fargo & Co. Reduce 4.75% 558 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 4.82% 71,914 0.14
☰ 2235894Q - Lucent Technologies Reduce 4.85% 237,335 0.04
☰ C - Citigroup Inc. Reduce 5.64% 8,088 0.21
☰ 6683 - General Electric Co. Reduce 6.23% 127,898 0.25
☰ FITB - Fifth Third Bancorp Reduce 6.89% 39,050 0.09
☰ PFE - Pfizer Inc. Reduce 7.25% 174,366 0.26
☰ IPG - Interpublic Group Reduce 7.49% 218,650 0.15
☰ INTC - Intel Corp. Reduce 8.23% 220,776 0.32
☰ NVS - Novartis AG Reduce 8.61% 227,530 0.28
☰ GIS - General Mills, Inc. Reduce 9.09% 107,340 0.14
☰ MS - Morgan Stanley Reduce 9.11% 115,149 0.34
☰ MSFT - Microsoft Corp. Reduce 10.16% 261,373 0.37
☰ MEDI - Medimmune Inc Reduce 10.44% 302,160 0.45
☰ AAIG - American International Group I Reduce 10.75% 119,223 0.39
☰ FMCC - Freddie Mac Reduce 10.99% 31,608 0.12
☰ XOM - ExxonMobil Holdings Corp. Reduce 11.20% 32,642 0.11
☰ WYE - Wyeth Reduce 11.64% 145,902 0.34
☰ BK - Bank of New York Reduce 12.23% 235,434 0.38
☰ MER - Merrill Lynch & Co. Reduce 14.59% 141,079 0.44
☰ NOK - Nokia Oyj Reduce 23.04% 839,940 0.79
☰ COP - ConocoPhillips Reduce 30.37% 18,366 0.05
☰ 2307532Q - American Power Conversion Reduce 32.28% 885,347 1.18
☰ IBM - International Business Machines Corp. Reduce 56.39% 5,623 0.02
☰ 2860436Q - Liberty Media Corp - A Reduce 88.19% 504,886 0.29
☰ AXP - American Express Co. Reduce 96.13% 455,291 1.19
☰ MRKC - Merck & Co., Inc. Reduce 97.22% 915,136 1.59
☰ CVS - CVS Health Corp. Reduce 98.55% 763,639 1.25
☰ BAX - Baxter International Inc. Sell 100.00% 988,024 2.06
☰ FNMA - Federal Natl. Mortgage Assn. Sell 100.00% 170,601 0.56
☰ RDPL - Royal Dutch Petr. Sell 100.00% 21,915 0.08
☰ 987200Q - May Dept. Stores Sell 100.00% 12,650 0.03
☰ GS - The Goldman Sachs Group, Inc. Sell 100.00% 2,693 0.02
☰ JCN - Johnson Controls Inc. Sell 100.00% 4,600 0.01
Q2 2005
☰ TYI - Tyco International LTD. Add 120.73% 245,320 0.40
☰ MRSH - Marsh & McLennan Companies, Inc. Add 83.65% 400,835 0.63
☰ TWX - Time Warner Inc Add 71.61% 397,999 1.12
☰ 2987536Q - Symbol Technologies, Inc. Add 25.15% 1,048,150 0.58
☰ BP - BP p.l.c. Add 18.76% 1,020 0.00
☰ WMT - Walmart Inc. Add 16.15% 415,542 0.38
☰ VZ - Verizon Communications Inc. Add 3.52% 547 0.00
☰ BSX - Boston Scientific Corp. Add 2.89% 38,115 0.06
☰ AQ - Comcast Corp - CL A Add 2.42% 194 0.00
☰ VSH - Vishay Intertechnology, Inc. Add 2.33% 100,691 0.07
☰ FITB - Fifth Third Bancorp Add 1.87% 10,408 0.02
☰ IBM - International Business Machines Corp. Add 0.80% 79 0.00
☰ GAP - The Gap, Inc. Add 0.35% 10,383 0.01
☰ 2235894Q - Lucent Technologies Add 0.15% 7,151 0.00
☰ JPM - JPMorgan Chase & Co. Add 0.07% 1,039 0.00
☰ ROST - Ross Stores, Inc. Add 0.00% 40 0.00
☰ FDCP - First Data Corp. Buy 290,065 0.66
☰ 987200Q - May Dept. Stores Buy 12,650 0.03
☰ JCN - Johnson Controls Inc. Buy 4,600 0.01
☰ CDCOR - Comdisco Holding Company, Inc. Buy 11,500 0.00
☰ CVX - Chevron Corp. Reduce 0.04% 75 0.00
☰ AAIG - American International Group I Reduce 0.30% 3,327 0.01
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.37% 6,320 0.01
☰ IPG - Interpublic Group Reduce 0.45% 13,278 0.01
☰ KO - The Coca-Cola Co. Reduce 1.29% 700 0.00
☰ BK - Bank of New York Reduce 1.38% 26,906 0.04
☰ MS - Morgan Stanley Reduce 1.59% 20,365 0.06
☰ MER - Merrill Lynch & Co. Reduce 1.80% 17,728 0.05
☰ TDW - Tidewater Inc. Reduce 2.06% 675 0.05
☰ MSFT - Microsoft Corp. Reduce 2.68% 70,823 0.09
☰ NVS - Novartis AG Reduce 2.73% 74,181 0.10
☰ JNJ - Johnson & Johnson Reduce 2.88% 400 0.00
☰ FTU - Wachovia Corp. Reduce 2.95% 400 0.00
☰ C - Citigroup Inc. Reduce 3.04% 4,502 0.11
☰ WYE - Wyeth Reduce 3.49% 45,264 0.09
☰ BAC - Bank of America Corp. Reduce 3.89% 54,708 0.13
☰ MEDI - Medimmune Inc Reduce 3.95% 118,898 0.15
☰ FMCC - Freddie Mac Reduce 4.06% 12,168 0.04
☰ WFC - Wells Fargo & Co. Reduce 4.66% 574 0.00
☰ AXP - American Express Co. Reduce 4.72% 23,446 0.06
☰ 2307532Q - American Power Conversion Reduce 4.85% 139,710 0.20
☰ NOK - Nokia Oyj Reduce 4.89% 187,588 0.16
☰ DIS - The Walt Disney Co. Reduce 6.85% 83,065 0.13
☰ AME - AMETEK, Inc. Reduce 7.14% 1,687 0.00
☰ 6683 - General Electric Co. Reduce 7.21% 159,619 0.31
☰ PFE - Pfizer Inc. Reduce 7.98% 208,601 0.28
☰ INTC - Intel Corp. Reduce 10.32% 308,716 0.38
☰ GIS - General Mills, Inc. Reduce 11.57% 154,554 0.20
☰ MMM - 3M Co. Reduce 12.50% 598 0.00
☰ MRKC - Merck & Co., Inc. Reduce 15.08% 167,140 0.29
☰ HUB - Chubb Corp. Reduce 16.59% 500 0.00
☰ COP - ConocoPhillips Reduce 20.65% 15,741 0.03
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 20.87% 45,005 0.13
☰ GS - The Goldman Sachs Group, Inc. Reduce 22.57% 785 0.00
☰ BAX - Baxter International Inc. Reduce 26.19% 645,350 0.64
☰ XOM - ExxonMobil Holdings Corp. Reduce 27.79% 112,100 0.36
☰ CVS - CVS Health Corp. Reduce 51.22% 813,789 1.15
☰ 2860436Q - Liberty Media Corp - A Reduce 79.16% 2,174,882 1.21
☰ KRB - MBNA Corp. Sell 100.00% 60,861 0.08
☰ DLCA - Dell Inc Sell 100.00% 37,286 0.08
☰ VIA.B - Viacom Inc. Class B Sell 100.00% 36,010 0.07
☰ CSCO - Cisco Systems, Inc. Sell 100.00% 41,318 0.04
☰ CL - Colgate-Palmolive Co. Sell 100.00% 13,709 0.04
☰ PG - The Procter & Gamble Co. Sell 100.00% 10,560 0.03
☰ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 10,580 0.02
☰ GIMLF - Gulf International Minerals (C Sell 100.00% 50,000 0.00
Q1 2005
☰ TWX - Time Warner Inc Add 6450.12% 547,293 1.55
☰ WMT - Walmart Inc. Add 3531.21% 2,501,895 2.24
☰ CVX - Chevron Corp. Add 2460.48% 165,000 0.52
☰ XOM - ExxonMobil Holdings Corp. Add 970.33% 365,728 1.17
☰ BSX - Boston Scientific Corp. Add 346.53% 1,023,960 1.61
☰ 2235894Q - Lucent Technologies Add 277.39% 3,587,890 0.53
☰ RDPL - Royal Dutch Petr. Add 264.34% 15,900 0.05
☰ JPM - JPMorgan Chase & Co. Add 113.72% 793,770 1.47
☰ IPG - Interpublic Group Add 92.40% 1,408,270 0.93
☰ CMCSK - Comcast Corp. - Special Class Add 81.52% 758,990 1.36
☰ VSH - Vishay Intertechnology, Inc. Add 80.79% 1,928,145 1.29
☰ BK - Bank of New York Add 79.44% 864,013 1.35
☰ INTC - Intel Corp. Add 79.43% 1,323,652 1.65
☰ MSFT - Microsoft Corp. Add 73.36% 1,118,580 1.45
☰ ROST - Ross Stores, Inc. Add 62.49% 1,453,300 0.57
☰ AAIG - American International Group I Add 61.91% 425,308 1.26
☰ NOK - Nokia Oyj Add 60.61% 1,446,685 1.20
☰ NVS - Novartis AG Add 59.74% 1,016,202 1.31
☰ FNMA - Federal Natl. Mortgage Assn. Add 57.37% 78,602 0.23
☰ AXP - American Express Co. Add 57.01% 180,478 0.44
☰ GAP - The Gap, Inc. Add 56.65% 1,084,541 1.27
☰ 2860436Q - Liberty Media Corp - A Add 55.69% 982,690 0.55
☰ BAC - Bank of America Corp. Add 55.32% 501,504 1.19
☰ C - Citigroup Inc. Add 55.17% 52,612 1.27
☰ 6683 - General Electric Co. Add 54.95% 784,830 1.52
☰ MS - Morgan Stanley Add 50.86% 433,123 1.33
☰ GS - The Goldman Sachs Group, Inc. Add 50.37% 1,165 0.01
☰ FMCC - Freddie Mac Add 38.10% 82,708 0.28
☰ MRKC - Merck & Co., Inc. Add 36.68% 297,472 0.52
☰ MEDI - Medimmune Inc Add 36.34% 803,115 1.03
☰ 2987536Q - Symbol Technologies, Inc. Add 35.85% 1,099,910 0.86
☰ MRSH - Marsh & McLennan Companies, Inc. Add 34.63% 123,255 0.20
☰ 2307532Q - American Power Conversion Add 33.50% 723,144 1.01
☰ MER - Merrill Lynch & Co. Add 29.71% 225,515 0.68
☰ TDW - Tidewater Inc. Add 20.22% 5,520 0.37
☰ GIS - General Mills, Inc. Add 13.63% 160,240 0.21
☰ PFE - Pfizer Inc. Add 12.16% 283,431 0.38
☰ WYE - Wyeth Add 10.81% 126,600 0.26
☰ KO - The Coca-Cola Co. Add 5.82% 2,990 0.00
☰ BAX - Baxter International Inc. Add 2.63% 63,042 0.06
☰ 2674129Q - Sky Financial Group Inc. Add 0.27% 50 0.00
☰ FITB - Fifth Third Bancorp Buy 556,728 1.28
☰ TYI - Tyco International LTD. Buy 203,200 0.37
☰ COP - ConocoPhillips Buy 76,215 0.17
☰ DLCA - Dell Inc Buy 37,286 0.08
☰ KRB - MBNA Corp. Buy 60,861 0.08
☰ VIA.B - Viacom Inc. Class B Buy 36,010 0.07
☰ CL - Colgate-Palmolive Co. Buy 27,418 0.04
☰ CSCO - Cisco Systems, Inc. Buy 41,318 0.04
☰ PG - The Procter & Gamble Co. Buy 10,560 0.03
☰ TEVA - Teva Pharmaceutical Industries Ltd. Buy 10,580 0.02
☰ AQ - Comcast Corp - CL A Reduce 0.30% 24 0.00
☰ IBM - International Business Machines Corp. Reduce 5.21% 544 0.00
☰ VZ - Verizon Communications Inc. Reduce 6.08% 1,004 0.00
☰ CVS - CVS Health Corp. Reduce 10.07% 177,860 0.30
☰ FTU - Wachovia Corp. Reduce 10.43% 1,580 0.01
☰ AME - AMETEK, Inc. Reduce 12.50% 3,375 0.00
☰ MMM - 3M Co. Reduce 16.67% 957 0.00
☰ DIS - The Walt Disney Co. Reduce 17.55% 258,004 0.53
☰ HUB - Chubb Corp. Reduce 18.85% 700 0.00
☰ WFC - Wells Fargo & Co. Reduce 32.30% 5,874 0.01
☰ JNJ - Johnson & Johnson Reduce 81.59% 61,600 0.29
☰ GDT - Guidant Corp. Sell 100.00% 595,560 3.19
☰ ODP - Office Depot Inc. Sell 100.00% 1,875,380 2.42
☰ APTG - Adaptec Inc. Sell 100.00% 3,493,257 1.97
☰ AMGN - Amgen Inc. Sell 100.00% 127,826 0.61
☰ LLY - Eli Lilly and Co. Sell 100.00% 68,050 0.29
☰ EPR - EPR Properties Sell 100.00% 24,325 0.14
☰ HMA - Health Management Assoc. Sell 100.00% 72,325 0.12
☰ CMA - Comerica Inc. Sell 100.00% 15,490 0.07
☰ UNH - UnitedHealth Group Inc. Sell 100.00% 10,100 0.07
☰ BMY - Bristol-Myers Squibb Co. Sell 100.00% 11,650 0.02
☰ ABT - Abbott Laboratories Sell 100.00% 5,695 0.02
☰ BLS - Bellsouth Corp. Sell 100.00% 9,289 0.02
☰ BDX - Becton, Dickinson and Co. Sell 100.00% 4,000 0.02
Q4 2004
☰ ROST - Ross Stores, Inc. Add 358.50% 1,818,400 0.97
☰ JNJ - Johnson & Johnson Add 336.34% 58,200 0.27
☰ WMT - Walmart Inc. Add 133.02% 40,446 0.05
☰ WFC - Wells Fargo & Co. Add 72.99% 7,674 0.02
☰ BSX - Boston Scientific Corp. Add 25.27% 59,600 0.16
☰ IPG - Interpublic Group Add 23.12% 286,220 0.28
☰ PFE - Pfizer Inc. Add 17.78% 351,793 0.67
☰ GIS - General Mills, Inc. Add 14.98% 153,202 0.28
☰ AAIG - American International Group I Add 14.32% 86,044 0.42
☰ TWX - Time Warner Inc Add 14.21% 1,056 0.00
☰ BLS - Bellsouth Corp. Add 10.99% 920 0.00
☰ INTC - Intel Corp. Add 9.39% 143,054 0.25
☰ CMCSK - Comcast Corp. - Special Class Add 8.22% 70,705 0.17
☰ C - Citigroup Inc. Add 5.29% 4,795 0.17
☰ TDW - Tidewater Inc. Add 4.63% 1,209 0.10
☰ 2860436Q - Liberty Media Corp - A Add 4.56% 76,945 0.06
☰ VSH - Vishay Intertechnology, Inc. Add 4.33% 98,960 0.11
☰ GAP - The Gap, Inc. Add 3.90% 71,910 0.11
☰ NVS - Novartis AG Add 3.61% 59,315 0.11
☰ BK - Bank of New York Add 3.34% 35,102 0.09
☰ ODP - Office Depot Inc. Add 3.13% 56,830 0.07
☰ NOK - Nokia Oyj Add 2.82% 65,452 0.08
☰ KO - The Coca-Cola Co. Add 2.78% 1,390 0.00
☰ IBM - International Business Machines Corp. Add 2.75% 279 0.00
☰ MSFT - Microsoft Corp. Add 2.60% 38,662 0.08
☰ MS - Morgan Stanley Add 2.12% 17,713 0.07
☰ 2674129Q - Sky Financial Group Inc. Add 2.07% 370 0.00
☰ APTG - Adaptec Inc. Add 1.83% 62,925 0.04
☰ VZ - Verizon Communications Inc. Add 1.77% 288 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 1.60% 594 0.00
☰ BAC - Bank of America Corp. Add 1.57% 14,014 0.05
☰ MER - Merrill Lynch & Co. Add 1.56% 11,695 0.05
☰ BAX - Baxter International Inc. Add 1.11% 26,449 0.04
☰ CVX - Chevron Corp. Add 1.05% 70 0.00
☰ FMCC - Freddie Mac Add 0.72% 1,560 0.01
☰ 6683 - General Electric Co. Add 0.40% 5,731 0.02
☰ JPM - JPMorgan Chase & Co. Add 0.22% 1,502 0.00
☰ ABT - Abbott Laboratories Add 0.11% 13 0.00
☰ LLY - Eli Lilly and Co. Buy 68,050 0.29
☰ EPR - EPR Properties Buy 24,325 0.14
☰ HMA - Health Management Assoc. Buy 72,325 0.12
☰ UNH - UnitedHealth Group Inc. Buy 20,200 0.07
☰ AQ - Comcast Corp - CL A Buy 8,034 0.02
☰ GS - The Goldman Sachs Group, Inc. Buy 2,313 0.02
☰ JOE - The St. Joe Co. Buy 4,150 0.02
☰ TRIA - Triangle MultiMedia Inc. Buy 1,000,000 0.00
☰ MEDI - Medimmune Inc Reduce 0.34% 7,510 0.01
☰ 2307532Q - American Power Conversion Reduce 0.87% 18,885 0.03
☰ FTU - Wachovia Corp. Reduce 0.88% 135 0.00
☰ FPFCQ - First Place Financial Corp. Reduce 1.17% 301 0.00
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 1.22% 1,690 0.01
☰ 2987536Q - Symbol Technologies, Inc. Reduce 1.42% 44,250 0.05
☰ BDX - Becton, Dickinson and Co. Reduce 2.69% 144 0.00
☰ 2235894Q - Lucent Technologies Reduce 3.09% 41,305 0.01
☰ RDPL - Royal Dutch Petr. Reduce 3.22% 200 0.00
☰ DIS - The Walt Disney Co. Reduce 5.54% 86,219 0.16
☰ CVS - CVS Health Corp. Reduce 7.29% 138,910 0.24
☰ AXP - American Express Co. Reduce 7.69% 26,389 0.10
☰ WYE - Wyeth Reduce 7.79% 99,048 0.28
☰ MMM - 3M Co. Reduce 8.66% 544 0.00
☰ MRSH - Marsh & McLennan Companies, Inc. Reduce 8.99% 35,151 0.13
☰ AMGN - Amgen Inc. Reduce 12.49% 18,250 0.08
☰ MRKC - Merck & Co., Inc. Reduce 20.99% 215,420 0.58
☰ GDT - Guidant Corp. Reduce 25.01% 198,677 1.07
☰ CMA - Comerica Inc. Reduce 62.31% 25,610 0.12
☰ BMY - Bristol-Myers Squibb Co. Reduce 99.09% 1,264,420 2.44
Q3 2004
☰ BSX - Boston Scientific Corp. Add 428.90% 191,290 0.62
☰ VSH - Vishay Intertechnology, Inc. Add 101.20% 1,150,585 1.21
☰ CMCSK - Comcast Corp. - Special Class Add 89.56% 406,445 0.93
☰ IPG - Interpublic Group Add 60.11% 464,743 0.40
☰ FNMA - Federal Natl. Mortgage Assn. Add 44.34% 42,604 0.22
☰ 2674129Q - Sky Financial Group Inc. Add 35.72% 4,712 0.01
☰ MRSH - Marsh & McLennan Companies, Inc. Add 24.70% 77,475 0.29
☰ BP - BP p.l.c. Add 23.24% 1,025 0.00
☰ INTC - Intel Corp. Add 15.28% 201,878 0.33
☰ NVS - Novartis AG Add 14.82% 211,844 0.41
☰ WYE - Wyeth Add 13.44% 150,579 0.42
☰ MER - Merrill Lynch & Co. Add 13.24% 87,395 0.35
☰ IBM - International Business Machines Corp. Add 10.58% 972 0.01
☰ PFE - Pfizer Inc. Add 10.42% 186,649 0.44
☰ C - Citigroup Inc. Add 10.02% 8,248 0.30
☰ BK - Bank of New York Add 9.86% 94,449 0.22
☰ 2860436Q - Liberty Media Corp - A Add 9.07% 140,383 0.10
☰ MRKC - Merck & Co., Inc. Add 5.90% 57,213 0.15
☰ MSFT - Microsoft Corp. Add 5.46% 76,993 0.17
☰ GAP - The Gap, Inc. Add 5.30% 92,729 0.14
☰ GIS - General Mills, Inc. Add 5.23% 50,850 0.09
☰ GDT - Guidant Corp. Add 5.18% 39,080 0.21
☰ 2987536Q - Symbol Technologies, Inc. Add 5.11% 151,329 0.16
☰ MEDI - Medimmune Inc Add 4.83% 102,117 0.20
☰ MS - Morgan Stanley Add 4.70% 37,459 0.15
☰ NOK - Nokia Oyj Add 3.75% 83,833 0.09
☰ ODP - Office Depot Inc. Add 3.57% 62,700 0.08
☰ RDPL - Royal Dutch Petr. Add 3.33% 200 0.00
☰ KO - The Coca-Cola Co. Add 3.03% 1,470 0.00
☰ DIS - The Walt Disney Co. Add 3.00% 45,316 0.08
☰ APTG - Adaptec Inc. Add 2.90% 96,725 0.06
☰ AAIG - American International Group Add 2.54% 14,883 0.08
☰ 2235894Q - Lucent Technologies Add 0.72% 9,523 0.00
☰ WMT - Walmart Inc. Add 0.60% 180 0.00
☰ AMGN - Amgen Inc. Add 0.33% 484 0.00
☰ 2307532Q - American Power Conversion Add 0.00% 65 0.00
☰ BAC - Bank of America Corp. Add 0.00% 11 0.00
☰ ROST - Ross Stores, Inc. Buy 507,220 0.24
☰ JPM - JPMorgan Chase & Co. Reduce 0.37% 2,602 0.01
☰ FTU - Wachovia Corp. Reduce 0.42% 65 0.00
☰ WFC - Wells Fargo & Co. Reduce 0.87% 92 0.00
☰ VZ - Verizon Communications Inc. Reduce 1.14% 187 0.00
☰ TDW - Tidewater Inc. Reduce 1.54% 409 0.03
☰ 6683 - General Electric Co. Reduce 1.73% 25,069 0.06
☰ CVX - Chevron Corp. Reduce 1.98% 134 0.00
☰ BMY - Bristol-Myers Squibb Co. Reduce 2.51% 32,915 0.06
☰ CVS - CVS Health Corp. Reduce 4.57% 91,160 0.15
☰ XOM - ExxonMobil Holdings Corp. Reduce 4.82% 1,878 0.01
☰ TWX - Time Warner Inc Reduce 6.05% 478 0.00
☰ FMCC - Freddie Mac Reduce 6.10% 14,010 0.07
☰ MMM - 3M Co. Reduce 7.80% 532 0.00
☰ BDX - Becton, Dickinson and Co. Reduce 9.66% 573 0.00
☰ JNJ - Johnson & Johnson Reduce 11.57% 2,265 0.01
☰ AXP - American Express Co. Reduce 14.18% 56,689 0.20
☰ BAX - Baxter International Inc. Reduce 18.06% 523,433 0.78
☰ CMA - Comerica Inc. Reduce 78.17% 147,196 0.64
☰ ABT - Abbott Laboratories Reduce 98.23% 659,133 1.03
☰ MAN - ManpowerGroup Inc. Sell 100.00% 69,100 0.28
☰ MAT - Mattel, Inc. Sell 100.00% 140,485 0.20
☰ HSP - Hospira Inc. Sell 100.00% 38,352 0.08
☰ 3621240Q - Bank One Corporation Sell 100.00% 4,387 0.02
☰ CSCO - Cisco Systems, Inc. Sell 100.00% 8,783 0.02
Q2 2004
☰ IBM - International Business Machines Corp. Add 138.23% 5,330 0.04
☰ MRSH - Marsh & McLennan Companies, Inc. Add 120.03% 171,085 0.62
☰ BAC - Bank of America Corp. Add 82.69% 403,990 1.36
☰ 2307532Q - American Power Conversion Add 58.16% 800,835 1.25
☰ FNMA - Federal Natl. Mortgage Assn. Add 41.27% 28,070 0.16
☰ MAT - Mattel, Inc. Add 35.47% 36,785 0.05
☰ VSH - Vishay Intertechnology, Inc. Add 27.32% 243,950 0.36
☰ GDT - Guidant Corp. Add 25.49% 153,370 0.68
☰ IPG - Interpublic Group Add 24.68% 153,025 0.17
☰ INTC - Intel Corp. Add 23.55% 251,854 0.55
☰ MSFT - Microsoft Corp. Add 17.95% 214,416 0.49
☰ NOK - Nokia Oyj Add 16.95% 324,280 0.38
☰ 2987536Q - Symbol Technologies, Inc. Add 16.65% 422,785 0.50
☰ NVS - Novartis AG Add 15.50% 191,818 0.43
☰ MEDI - Medimmune Inc Add 12.33% 232,170 0.43
☰ AMGN - Amgen Inc. Add 11.57% 15,097 0.07
☰ MS - Morgan Stanley Add 10.62% 76,460 0.32
☰ BK - Bank of New York Add 10.33% 89,676 0.21
☰ BP - BP p.l.c. Add 9.95% 399 0.00
☰ MER - Merrill Lynch & Co. Add 8.77% 53,215 0.23
☰ C - Citigroup Inc. Add 8.17% 6,214 0.23
☰ DIS - The Walt Disney Co. Add 7.48% 105,110 0.21
☰ WMT - Walmart Inc. Add 5.72% 1,635 0.00
☰ VZ - Verizon Communications Inc. Add 4.97% 778 0.00
☰ WYE - Wyeth Add 4.53% 48,585 0.14
☰ 2235894Q - Lucent Technologies Add 4.47% 56,653 0.02
☰ APTG - Adaptec Inc. Add 3.97% 127,143 0.09
☰ TDW - Tidewater Inc. Add 3.56% 911 0.07
☰ 6683 - General Electric Co. Add 3.51% 49,074 0.13
☰ GIS - General Mills, Inc. Add 3.34% 31,400 0.06
☰ AAIG - American International Group I Add 3.27% 18,570 0.11
☰ 2860436Q - Liberty Media Corp - A Add 2.58% 38,893 0.03
☰ XOM - ExxonMobil Holdings Corp. Add 2.15% 822 0.00
☰ GAP - The Gap, Inc. Add 1.61% 27,740 0.05
☰ 3621240Q - Bank One Corporation Add 0.46% 20 0.00
☰ BMY - Bristol-Myers Squibb Co. Add 0.45% 5,846 0.01
☰ PFE - Pfizer Inc. Add 0.16% 2,942 0.01
☰ WFC - Wells Fargo & Co. Add 0.02% 2 0.00
☰ CMCSK - Comcast Corp. - Special Class Buy 453,849 1.00
☰ HSP - Hospira Inc. Buy 38,352 0.08
☰ CSCO - Cisco Systems, Inc. Buy 8,783 0.02
☰ AXP - American Express Co. Reduce 0.58% 2,342 0.01
☰ BIM - Biomet Reduce 1.87% 300 0.00
☰ CVS - CVS Health Corp. Reduce 2.00% 40,730 0.06
☰ BDX - Becton, Dickinson and Co. Reduce 2.18% 132 0.00
☰ MRKC - Merck & Co., Inc. Reduce 2.70% 26,855 0.10
☰ 2674129Q - Sky Financial Group Inc. Reduce 2.94% 400 0.00
☰ FTU - Wachovia Corp. Reduce 3.15% 500 0.00
☰ KO - The Coca-Cola Co. Reduce 3.76% 1,892 0.00
☰ BAX - Baxter International Inc. Reduce 4.33% 131,190 0.18
☰ BLS - Bellsouth Corp. Reduce 4.89% 430 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 5.35% 39,477 0.14
☰ RDPL - Royal Dutch Petr. Reduce 6.02% 385 0.00
☰ CMA - Comerica Inc. Reduce 6.26% 12,576 0.06
☰ ODP - Office Depot Inc. Reduce 6.49% 121,950 0.19
☰ TWX - Time Warner Inc Reduce 12.76% 1,156 0.00
☰ FMCC - Freddie Mac Reduce 15.03% 40,605 0.20
☰ MMM - 3M Co. Reduce 19.72% 1,675 0.01
☰ JNJ - Johnson & Johnson Reduce 27.13% 7,284 0.03
☰ ABT - Abbott Laboratories Reduce 30.10% 288,944 0.43
☰ BSX - Boston Scientific Corp. Reduce 51.06% 46,525 0.16
☰ CVX - Chevron Corp. Reduce 52.01% 7,336 0.03
☰ MAN - ManpowerGroup Inc. Reduce 79.99% 276,262 1.05
☰ KYOCY - Kyocera Corp - Spons ADR Sell 100.00% 348,600 2.39
☰ FBF - Fleet Boston Financial Corp Sell 100.00% 384,114 1.41
☰ LEG - Leggett & Platt, Inc. Sell 100.00% 355,204 0.69
☰ PG - The Procter & Gamble Co. Sell 100.00% 4,700 0.04
☰ 3253Q - Aetna Inc. Sell 100.00% 5,300 0.04
☰ BRYG - Berkshire Hathaway - Class B Sell 100.00% 115 0.03
☰ TYI - Tyco International LTD. Sell 100.00% 12,442 0.03
☰ CFC - Countrywide Financial Corp Sell 100.00% 3,400 0.03
☰ LMT - Lockheed Martin Corp. Sell 100.00% 6,800 0.03
☰ XRX - Xerox Holdings Corp. Sell 100.00% 18,700 0.02
☰ 531621Q - Travelers Property Casualty Co Sell 100.00% 14,623 0.02
☰ HET - Harrah's Entertainment Inc. Sell 100.00% 4,100 0.02
☰ SUNW - Sun Microsystems Inc. Sell 100.00% 14,400 0.00
☰ UTE - USA Technologies Inc Sell 100.00% 17,000 0.00
Q1 2004
☰ MSFT - Microsoft Corp. Add 1617.50% 1,125,150 2.29
☰ MEDI - Medimmune Inc Add 1170.54% 1,734,850 3.27
☰ MRSH - Marsh & McLennan Companies, Inc. Add 1004.92% 129,635 0.49
☰ GIS - General Mills, Inc. Add 551.51% 795,890 1.52
☰ INTC - Intel Corp. Add 117.43% 577,687 1.28
☰ NVS - Novartis AG Add 111.30% 652,076 1.51
☰ IPG - Interpublic Group Add 107.49% 321,250 0.40
☰ 2860436Q - Liberty Media Corp - A Add 105.99% 776,156 0.69
☰ FMCC - Freddie Mac Add 71.62% 112,735 0.54
☰ GAP - The Gap, Inc. Add 63.37% 667,974 1.19
☰ MAN - ManpowerGroup Inc. Add 63.36% 133,945 0.51
☰ WYE - Wyeth Add 56.83% 388,299 1.19
☰ BK - Bank of New York Add 56.04% 311,880 0.80
☰ BAC - Bank of America Corp. Add 55.39% 174,168 0.58
☰ 2987536Q - Symbol Technologies, Inc. Add 43.24% 766,330 0.86
☰ 2307532Q - American Power Conversion Add 42.15% 408,266 0.77
☰ TDW - Tidewater Inc. Add 41.33% 7,483 0.55
☰ MS - Morgan Stanley Add 40.36% 207,060 0.97
☰ BMY - Bristol-Myers Squibb Co. Add 38.46% 361,946 0.72
☰ 6683 - General Electric Co. Add 37.29% 379,908 0.95
☰ C - Citigroup Inc. Add 33.36% 19,038 0.80
☰ MER - Merrill Lynch & Co. Add 33.17% 151,135 0.73
☰ IBM - International Business Machines Corp. Add 33.06% 958 0.01
☰ CVS - CVS Health Corp. Add 31.61% 489,334 0.70
☰ AAIG - American International Group I Add 30.88% 133,895 0.78
☰ JPM - JPMorgan Chase & Co. Add 30.67% 173,370 0.59
☰ BAX - Baxter International Inc. Add 28.39% 669,793 0.92
☰ DIS - The Walt Disney Co. Add 28.10% 308,363 0.62
☰ NOK - Nokia Oyj Add 25.40% 387,600 0.64
☰ MRKC - Merck & Co., Inc. Add 25.15% 200,178 0.72
☰ APTG - Adaptec Inc. Add 22.74% 593,970 0.42
☰ PFE - Pfizer Inc. Add 21.78% 319,833 0.87
☰ ODP - Office Depot Inc. Add 17.41% 278,435 0.43
☰ KYOCY - Kyocera Corp - Spons ADR Add 16.10% 1,546,880 0.33
☰ FNMA - Federal Natl. Mortgage Assn. Add 13.83% 8,265 0.05
☰ VSH - Vishay Intertechnology, Inc. Add 12.35% 98,155 0.17
☰ BIM - Biomet Add 1.72% 272 0.00
☰ 2235894Q - Lucent Technologies Add 1.07% 13,455 0.00
☰ GDT - Guidant Corp. Add 0.40% 2,407 0.01
☰ MAT - Mattel, Inc. Buy 103,700 0.16
☰ CVX - Chevron Corp. Buy 14,106 0.05
☰ MMM - 3M Co. Buy 8,492 0.05
☰ 3253Q - Aetna Inc. Buy 5,300 0.04
☰ PG - The Procter & Gamble Co. Buy 9,400 0.04
☰ BRYG - Berkshire Hathaway - Class B Buy 115 0.03
☰ CFC - Countrywide Financial Corp Buy 3,400 0.03
☰ LMT - Lockheed Martin Corp. Buy 6,800 0.03
☰ TYI - Tyco International LTD. Buy 12,442 0.03
☰ 531621Q - Travelers Property Casualty Co Buy 14,623 0.02
☰ BDX - Becton, Dickinson and Co. Buy 6,064 0.02
☰ BP - BP p.l.c. Buy 4,012 0.02
☰ HET - Harrah's Entertainment Inc. Buy 4,100 0.02
☰ RDPL - Royal Dutch Petr. Buy 6,400 0.02
☰ XRX - Xerox Holdings Corp. Buy 7,097 0.02
☰ AXP - American Express Co. Reduce 1.97% 8,077 0.04
☰ KO - The Coca-Cola Co. Reduce 3.27% 1,700 0.00
☰ BSX - Boston Scientific Corp. Reduce 4.68% 4,475 0.02
☰ TWX - Time Warner Inc Reduce 5.69% 547 0.00
☰ WMT - Walmart Inc. Reduce 6.24% 1,902 0.00
☰ AMGN - Amgen Inc. Reduce 6.35% 8,849 0.06
☰ SUNW - Sun Microsystems Inc. Reduce 7.69% 1,200 0.00
☰ HUB - Chubb Corp. Reduce 8.02% 324 0.00
☰ FBF - Fleet Boston Financial Corp Reduce 8.89% 37,458 0.18
☰ WFC - Wells Fargo & Co. Reduce 9.09% 1,060 0.00
☰ CMA - Comerica Inc. Reduce 9.53% 21,155 0.13
☰ FTU - Wachovia Corp. Reduce 11.38% 2,037 0.01
☰ XOM - ExxonMobil Holdings Corp. Reduce 16.25% 7,404 0.03
☰ 3621240Q - Bank One Corporation Reduce 17.17% 905 0.00
☰ ABT - Abbott Laboratories Reduce 21.32% 260,052 0.61
☰ BLS - Bellsouth Corp. Reduce 24.17% 2,805 0.01
☰ AME - AMETEK, Inc. Reduce 27.27% 10,125 0.01
☰ VZ - Verizon Communications Inc. Reduce 31.72% 7,266 0.03
☰ LEG - Leggett & Platt, Inc. Reduce 33.20% 176,560 0.43
☰ JNJ - Johnson & Johnson Reduce 83.71% 138,022 0.80
☰ PBG - Pepsi Bottling Group Inc Sell 100.00% 325,275 0.88
☰ LLY - Eli Lilly and Co. Sell 100.00% 27,740 0.22
☰ WM - Waste Management, Inc. Sell 100.00% 29,136 0.10
☰ ADP - Automatic Data Processing, Inc. Sell 100.00% 13,848 0.06
Q4 2003
☰ IPG - Machine Interpublic Group Add 676.60% 260,390 0.46
☰ TDW - Tidewater Inc. Add 578.93% 15,440 1.67
☰ 2235894Q - Lucent Technologies Add 65.46% 496,550 0.16
☰ FNMA - Federal Natl. Mortgage Assn. Add 51.63% 20,347 0.17
☰ WYE - Wyeth Add 36.98% 184,449 0.88
☰ AMGN - Amgen Inc. Add 34.59% 35,809 0.25
☰ AXP - American Express Co. Add 26.53% 85,984 0.41
☰ MRKC - Merck & Co., Inc. Add 24.96% 158,951 0.82
☰ PBG - Pepsi Bottling Group Inc Add 24.57% 64,150 0.17
☰ LEG - Leggett & Platt, Inc. Add 20.57% 90,739 0.22
☰ BAX - Baxter International Inc. Add 20.47% 400,951 0.75
☰ 6683 - General Electric Co. Add 17.14% 149,026 0.52
☰ IBM - International Business Machines Corp. Add 16.25% 405 0.00
☰ NOK - Nokia Oyj Add 16.04% 210,925 0.40
☰ JPM - JPMorgan Chase & Co. Add 14.33% 70,861 0.29
☰ CVS - CVS Health Corp. Add 13.14% 179,726 0.36
☰ AAIG - American International Add 12.57% 48,422 0.36
☰ BSX - Boston Scientific Corp. Add 12.38% 10,528 0.04
☰ KYOCY - Kyocera Corp - Spons ADR Add 12.24% 1,048,160 0.25
☰ APTG - Adaptec Inc. Add 12.12% 282,350 0.28
☰ C - Citigroup Inc. Add 11.10% 5,703 0.31
☰ MS - Morgan Stanley Add 10.61% 49,204 0.32
☰ MER - Merrill Lynch & Co. Add 10.32% 42,632 0.28
☰ BK - Bank of New York Add 9.57% 48,610 0.18
☰ MSFT - Microsoft Corp. Add 8.40% 5,392 0.02
☰ FTU - Wachovia Corp. Add 7.75% 1,287 0.01
☰ ODP - Office Depot Inc. Add 7.33% 109,210 0.20
☰ DIS - The Walt Disney Co. Add 7.15% 73,201 0.19
☰ BAC - Bank of America Corp. Add 6.02% 17,860 0.08
☰ 2987536Q - Symbol Technologies, Inc. Add 4.54% 76,915 0.15
☰ JNJ - Johnson & Johnson Add 3.32% 5,297 0.03
☰ PFE - Pfizer Inc. Add 3.13% 44,596 0.17
☰ KO - The Coca-Cola Co. Add 2.86% 1,450 0.00
☰ WMT - Walmart Inc. Add 2.41% 717 0.00
☰ GDT - Guidant Corp. Add 1.98% 11,632 0.08
☰ SUNW - Sun Microsystems Inc. Add 1.30% 200 0.00
☰ 2860436Q - Liberty Media Corp - A Add 0.93% 6,731 0.01
☰ 3621240Q - Bank One Corporation Add 0.67% 35 0.00
☰ HUB - Chubb Corp. Add 0.60% 24 0.00
☰ FMCC - Freddie Mac Add 0.57% 890 0.01
☰ CMA - Comerica Inc. Add 0.31% 695 0.00
☰ FBF - Fleet Boston Financial Corp Add 0.27% 1,121 0.01
☰ XOM - ExxonMobil Holdings Corp. Add 0.21% 95 0.00
☰ MEDI - Medimmune Inc Buy 148,210 0.42
☰ GIS - General Mills, Inc. Buy 144,310 0.37
☰ MRSH - Marsh & McLennan Companies, Inc. Buy 12,900 0.07
☰ TWX - Time Warner Inc Buy 9,610 0.06
☰ GAP - The Gap, Inc. Reduce 0.11% 1,124 0.00
☰ WFC - Wells Fargo & Co. Reduce 0.17% 20 0.00
☰ WM - Waste Management, Inc. Reduce 0.27% 79 0.00
☰ VZ - Verizon Communications Inc. Reduce 0.31% 72 0.00
☰ NVS - Novartis AG Reduce 0.37% 2,165 0.01
☰ INTC - Intel Corp. Reduce 1.15% 5,736 0.02
☰ FPFCQ - First Place Financial Corp. Reduce 1.36% 356 0.00
☰ BMY - Bristol-Myers Squibb Co. Reduce 1.42% 13,554 0.05
☰ BLS - Bellsouth Corp. Reduce 1.92% 227 0.00
☰ BIM - Biomet Reduce 2.15% 347 0.00
☰ ABT - Abbott Laboratories Reduce 8.91% 119,321 0.32
☰ ADP - Automatic Data Processing, Inc. Reduce 9.83% 1,904 0.01
☰ 2307532Q - Group I American Power Conversion Reduce 15.30% 174,931 0.42
☰ MAN - ManpowerGroup Inc. Reduce 38.40% 131,778 0.68
☰ VSH - Vishay Intertechnology, Inc. Reduce 42.21% 580,540 1.41
☰ LLY - Eli Lilly and Co. Reduce 48.82% 26,460 0.22
☰ 3403545Q - Dollar General Sell 100.00% 317,555 0.88
☰ 3605818Q - HCA - The Healthcare Company Sell 100.00% 53,922 0.28
☰ MHS - Medco Health Solutions Inc Sell 100.00% 37,154 0.13
☰ MCD - McDonald's Corp. Sell 100.00% 28,853 0.09
☰ BTN - Biophan Technologies Inc Sell 100.00% 24,000 0.00
☰ IMESQ - International Meta Systems Sell 100.00% 40,227 0.00
Q3 2003
☰ FNMA - Federal Natl. Mortgage Assn. Add 221.38% 27,146 0.26
☰ NOK - Nokia Oyj Add 101.19% 661,341 1.43
☰ KYOCY - Kyocera Corp - Spons ADR Add 72.07% 3,585,280 0.92
☰ MRKC - Merck & Co., Inc. Add 28.36% 140,730 0.99
☰ FBF - Fleet Boston Financial Corp Add 27.56% 90,839 0.38
☰ IPG - Interpublic Group Add 27.39% 8,275 0.02
☰ AAIG - American International Group I Add 24.20% 75,042 0.60
☰ JNJ - Johnson & Johnson Add 24.16% 31,057 0.21
☰ ODP - Office Depot Inc. Add 23.73% 285,755 0.56
☰ PFE - Pfizer Inc. Add 20.44% 241,650 0.96
☰ 6683 - General Electric Co. Add 18.97% 138,644 0.57
☰ 2987536Q - Symbol Technologies, Inc. Add 17.97% 258,226 0.43
☰ BMY - Bristol-Myers Squibb Co. Add 16.30% 133,810 0.48
☰ BSX - Boston Scientific Corp. Add 16.22% 11,872 0.05
☰ VSH - Vishay Intertechnology, Inc. Add 14.83% 177,590 0.43
☰ MAN - ManpowerGroup Inc. Add 14.37% 43,125 0.22
☰ JPM - JPMorgan Chase & Co. Add 14.11% 61,118 0.29
☰ NVS - Novartis AG Add 13.39% 69,438 0.29
☰ BK - Bank of New York Add 12.41% 56,065 0.23
☰ C - Citigroup Inc. Add 12.30% 5,627 0.35
☰ BAC - Bank of America Corp. Add 12.22% 32,282 0.17
☰ BAX - Baxter International Inc. Add 11.56% 202,998 0.44
☰ APTG - Adaptec Inc. Add 11.46% 239,510 0.25
☰ CMA - Comerica Inc. Add 11.36% 22,575 0.15
☰ MS - Morgan Stanley Add 11.30% 47,099 0.33
☰ ABT - Abbott Laboratories Add 8.39% 103,633 0.27
☰ AXP - American Express Co. Add 8.38% 25,051 0.14
☰ 2307532Q - American Power Conversion Add 8.34% 87,990 0.21
☰ DIS - The Walt Disney Co. Add 7.27% 69,422 0.19
☰ MER - Merrill Lynch & Co. Add 6.15% 23,944 0.18
☰ CVS - CVS Health Corp. Add 4.49% 58,840 0.13
☰ GAP - The Gap, Inc. Add 4.08% 41,405 0.10
☰ MSFT - Microsoft Corp. Add 3.59% 2,225 0.01
☰ BLS - Bellsouth Corp. Add 2.49% 287 0.00
☰ WMT - Walmart Inc. Add 1.28% 375 0.00
☰ PBG - Pepsi Bottling Group Inc Buy 261,125 0.74
☰ LLY - Eli Lilly and Co. Buy 54,200 0.45
☰ TDW - Tidewater Inc. Buy 2,667 0.34
☰ MHS - Medco Health Solutions Inc Buy 37,154 0.13
☰ WM - Waste Management, Inc. Buy 29,215 0.11
☰ 3621240Q - Bank One Corporation Buy 5,237 0.03
☰ BTN - Biophan Technologies Inc Buy 24,000 0.00
☰ UTE - USA Technologies Inc Buy 17,000 0.00
☰ 2860436Q - Liberty Media Corp - A Reduce 0.41% 2,953 0.01
☰ WFC - Wells Fargo & Co. Reduce 0.51% 60 0.00
☰ MCD - McDonald's Corp. Reduce 0.62% 180 0.00
☰ INTC - Intel Corp. Reduce 0.67% 3,365 0.01
☰ FPFCQ - First Place Financial Corp. Reduce 1.00% 264 0.00
☰ FTU - Wachovia Corp. Reduce 1.04% 175 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 1.04% 477 0.00
☰ ADP - Automatic Data Processing, Inc. Reduce 1.42% 278 0.00
☰ 2235894Q - Lucent Technologies Reduce 1.68% 12,923 0.00
☰ FMCC - Freddie Mac Reduce 1.79% 2,854 0.02
☰ AMGN - Amgen Inc. Reduce 2.09% 2,210 0.02
☰ 2674129Q - Sky Financial Group Inc. Reduce 2.72% 380 0.00
☰ 3605818Q - HCA - The Healthcare Company Reduce 2.80% 1,553 0.01
☰ KO - The Coca-Cola Co. Reduce 3.00% 1,566 0.01
☰ LEG - Leggett & Platt, Inc. Reduce 3.49% 15,955 0.05
☰ VZ - Verizon Communications Inc. Reduce 3.63% 866 0.00
☰ HUB - Chubb Corp. Reduce 4.38% 184 0.00
☰ WYE - Wyeth Reduce 4.89% 25,660 0.18
☰ GDT - Guidant Corp. Reduce 5.66% 35,262 0.24
☰ IBM - International Business Machines Corp. Reduce 28.34% 986 0.01
☰ 3403545Q - Dollar General Reduce 62.39% 526,847 1.49
☰ BIM - Biomet Reduce 79.09% 60,975 0.27
☰ LRCX - Lam Research Corp. Sell 100.00% 464,110 1.31
☰ CSC - Computer Sciences Corp. Sell 100.00% 205,755 1.22
☰ 502466Q - Wellpoint Health Networks Sell 100.00% 10,975 0.14
☰ HD - The Home Depot, Inc. Sell 100.00% 12,569 0.06
Q2 2003
☰ PFE - Pfizer Inc. Add 143.77% 697,406 3.51
☰ AAIG - American International Group I Add 94.68% 150,836 1.29
☰ BIM - Biomet Add 65.27% 30,450 0.14
☰ LEG - Leggett & Platt, Inc. Add 40.17% 130,955 0.42
☰ VSH - Vishay Intertechnology, Inc. Add 39.33% 338,120 0.69
☰ ODP - Office Depot Inc. Add 31.19% 286,370 0.65
☰ BK - Bank of New York Add 26.86% 95,663 0.43
☰ BMY - Bristol-Myers Squibb Co. Add 20.81% 141,430 0.60
☰ AMGN - Amgen Inc. Add 19.12% 16,975 0.17
☰ HD - The Home Depot, Inc. Add 16.93% 1,820 0.01
☰ MS - Morgan Stanley Add 14.95% 54,185 0.36
☰ WYE - Wyeth Add 14.80% 67,610 0.48
☰ CVS - CVS Health Corp. Add 14.62% 167,070 0.36
☰ MAN - ManpowerGroup Inc. Add 13.96% 36,750 0.21
☰ 6683 - General Electric Co. Add 13.33% 85,963 0.38
☰ 3605818Q - HCA - The Healthcare Company Add 12.53% 6,175 0.03
☰ NOK - Nokia Oyj Add 11.45% 67,160 0.17
☰ BAX - Baxter International Inc. Add 11.37% 179,203 0.39
☰ MER - Merrill Lynch & Co. Add 11.30% 39,515 0.29
☰ NVS - Novartis AG Add 11.16% 52,050 0.27
☰ MCD - McDonald's Corp. Add 11.13% 2,908 0.01
☰ AXP - American Express Co. Add 9.53% 26,018 0.15
☰ DIS - The Walt Disney Co. Add 8.57% 75,379 0.23
☰ GDT - Guidant Corp. Add 7.73% 44,680 0.31
☰ MRKC - Merck & Co., Inc. Add 7.31% 33,795 0.32
☰ INTC - Intel Corp. Add 5.82% 27,559 0.09
☰ 2307532Q - American Power Conversion Add 5.16% 51,835 0.13
☰ C - Citigroup Inc. Add 4.10% 1,801 0.12
☰ MSFT - Microsoft Corp. Add 3.35% 2,006 0.01
☰ FBF - Fleet Boston Financial Corp Add 3.01% 9,640 0.04
☰ CMA - Comerica Inc. Add 2.19% 4,253 0.03
☰ JPM - JPMorgan Chase & Co. Add 1.82% 7,750 0.04
☰ APTG - Adaptec Inc. Add 1.36% 28,115 0.03
☰ ABT - Abbott Laboratories Add 0.82% 10,092 0.03
☰ FMCC - Freddie Mac Add 0.51% 808 0.01
☰ WFC - Wells Fargo & Co. Add 0.51% 60 0.00
☰ KYOCY - Kyocera Corp - Spons ADR Buy 4,974,880 1.38
☰ BSX - Boston Scientific Corp. Buy 73,200 0.35
☰ 502466Q - Wellpoint Health Networks Buy 10,975 0.14
☰ IBM - International Business Machines Corp. Buy 3,479 0.04
☰ IMESQ - International Meta Systems Buy 40,227 0.00
☰ GAP - The Gap, Inc. Reduce 0.07% 660 0.00
☰ 2235894Q - Lucent Technologies Reduce 0.17% 1,302 0.00
☰ KO - The Coca-Cola Co. Reduce 0.38% 200 0.00
☰ BAC - Bank of America Corp. Reduce 1.66% 4,470 0.03
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 1.88% 235 0.00
☰ 2860436Q - Liberty Media Corp - A Reduce 2.59% 19,360 0.04
☰ WMT - Walmart Inc. Reduce 4.69% 1,446 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 4.72% 2,277 0.02
☰ CSC - Computer Sciences Corp. Reduce 6.98% 15,435 0.10
☰ AME - AMETEK, Inc. Reduce 9.84% 4,050 0.00
☰ BLS - Bellsouth Corp. Reduce 11.55% 1,507 0.01
☰ 2987536Q - Symbol Technologies, Inc. Reduce 11.62% 188,880 0.32
☰ SUNW - Sun Microsystems Inc. Reduce 14.44% 2,600 0.00
☰ VZ - Verizon Communications Inc. Reduce 19.48% 5,770 0.04
☰ 3403545Q - Dollar General Reduce 21.60% 232,593 0.56
☰ LRCX - Lam Research Corp. Reduce 24.99% 1,546,200 0.35
☰ HUB - Chubb Corp. Reduce 26.33% 1,500 0.01
☰ ADP - Automatic Data Processing, Inc. Reduce 32.09% 9,280 0.04
☰ JNJ - Johnson & Johnson Reduce 45.61% 107,780 1.23
☰ FTU - Wachovia Corp. Reduce 82.39% 78,480 0.53
☰ IPG - Interpublic Group Reduce 92.69% 382,848 0.70
☰ 748957Q - Pharmacia Corporation Sell 100.00% 326,535 2.79
☰ SLB - SLB N.V. Sell 100.00% 198,240 1.49
☰ AMD - Advanced Micro Devices, Inc. Sell 100.00% 994,890 1.21
☰ MDT - Medtronic plc Sell 100.00% 65,975 0.59
☰ OHP - Oxford Health Plans Inc. Sell 100.00% 57,625 0.35
☰ VBISX - Vanguard Short Term Bond Index Sell 100.00% 147,020 0.30
☰ SPL - Schering Plough Sell 100.00% 37,575 0.13
☰ SLE - Sara Lee Corporation Sell 100.00% 10,450 0.04
☰ CSCO - Cisco Systems, Inc. Sell 100.00% 10,685 0.03
☰ 1720573D - Prism Support Hldgs LLC Oppenheimer Strategic Income F Sell 100.00% 20,401 0.02
☰ ORBT - Orbit International Corp Sell 100.00% 16,816 0.02
Q1 2003
☰ BIM - Biomet Add 196.19% 30,900 0.19
☰ BAX - Baxter International Inc. Add 136.01% 908,519 1.81
☰ BMY - Bristol-Myers Squibb Co. Add 109.09% 354,527 1.48
☰ 3403545Q - Dollar General Add 93.80% 521,280 1.26
☰ WYE - Wyeth Add 77.54% 199,510 1.49
☰ ABT - Abbott Laboratories Add 55.36% 436,735 1.45
☰ ODP - Office Depot Inc. Add 33.47% 230,200 0.54
☰ GDT - Guidant Corp. Add 24.42% 113,510 0.81
☰ MRKC - Merck & Co., Inc. Add 23.93% 89,277 0.96
☰ VSH - Vishay Intertechnology, Inc. Add 23.49% 163,525 0.33
☰ 6683 - General Electric Co. Add 17.16% 94,491 0.48
☰ NOK - Nokia Oyj Add 13.68% 70,587 0.20
☰ INTC - Intel Corp. Add 10.24% 44,002 0.14
☰ LRCX - Lam Research Corp. Add 6.32% 367,800 0.08
☰ LEG - Leggett & Platt, Inc. Add 5.10% 15,825 0.06
☰ CVS - CVS Health Corp. Add 4.20% 46,072 0.11
☰ 748957Q - Pharmacia Corporation Add 3.65% 11,506 0.10
☰ MAN - ManpowerGroup Inc. Add 3.04% 7,760 0.05
☰ 2860436Q - Liberty Media Corp - A Add 2.75% 19,993 0.04
☰ PFE - Pfizer Inc. Add 1.70% 8,121 0.05
☰ DIS - The Walt Disney Co. Add 1.64% 14,196 0.05
☰ 1720573D - Prism Support Hldgs LLC Oppenheimer Strategic Income F Add 1.55% 312 0.00
☰ APTG - Adaptec Inc. Add 1.54% 31,250 0.04
☰ IPG - Interpublic Group Add 1.23% 5,010 0.01
☰ 2987536Q - Symbol Technologies, Inc. Add 1.16% 18,575 0.03
☰ NVS - Novartis AG Add 1.11% 5,106 0.02
☰ VBISX - Vanguard Short Term Bond Index Add 1.00% 1,450 0.00
☰ 3605818Q - HCA - The Healthcare Company Buy 49,300 0.40
☰ OHP - Oxford Health Plans Inc. Buy 57,625 0.35
☰ ADP - Automatic Data Processing, Inc. Buy 28,923 0.14
☰ MCD - McDonald's Corp. Buy 26,125 0.07
☰ GAP - The Gap, Inc. Reduce 0.04% 435 0.00
☰ KO - The Coca-Cola Co. Reduce 0.38% 200 0.00
☰ 2235894Q - Lucent Technologies Reduce 0.89% 6,925 0.00
☰ MSFT - Microsoft Corp. Reduce 0.96% 584 0.00
☰ HD - The Home Depot, Inc. Reduce 1.83% 200 0.00
☰ AMD - Advanced Micro Devices, Inc. Reduce 2.22% 22,585 0.02
☰ 2674129Q - Sky Financial Group Inc. Reduce 2.78% 400 0.00
☰ BK - Bank of New York Reduce 2.86% 10,505 0.04
☰ SUNW - Sun Microsystems Inc. Reduce 3.74% 700 0.00
☰ FMCC - Freddie Mac Reduce 5.43% 9,111 0.09
☰ WMT - Walmart Inc. Reduce 6.37% 2,100 0.01
☰ CSC - Computer Sciences Corp. Reduce 6.91% 16,415 0.09
☰ 2307532Q - American Power Conversion Reduce 6.96% 75,040 0.18
☰ CMA - Comerica Inc. Reduce 9.44% 20,275 0.14
☰ BLS - Bellsouth Corp. Reduce 10.45% 1,523 0.01
☰ JNJ - Johnson & Johnson Reduce 13.28% 36,175 0.31
☰ XOM - ExxonMobil Holdings Corp. Reduce 18.16% 10,696 0.06
☰ ORBT - Orbit International Corp Reduce 19.99% 6,563 0.00
☰ MER - Merrill Lynch & Co. Reduce 22.81% 103,310 0.62
☰ VZ - Verizon Communications Inc. Reduce 26.40% 10,624 0.06
☰ FBF - Fleet Boston Financial Corp Reduce 26.99% 118,295 0.46
☰ CSCO - Cisco Systems, Inc. Reduce 29.45% 4,460 0.01
☰ AMGN - Amgen Inc. Reduce 31.24% 40,330 0.31
☰ MS - Morgan Stanley Reduce 32.77% 176,700 1.12
☰ HUB - Chubb Corp. Reduce 37.23% 3,379 0.03
☰ AXP - American Express Co. Reduce 38.04% 167,623 0.82
☰ SLB - SLB N.V. Reduce 38.63% 249,582 0.83
☰ JPM - JPMorgan Chase & Co. Reduce 39.22% 274,531 1.05
☰ MDT - Medtronic plc Reduce 50.25% 66,635 0.48
☰ C - Citigroup Inc. Reduce 54.54% 52,708 2.95
☰ AAIG - American International Group I Reduce 55.82% 201,264 1.85
☰ BAC - Bank of America Corp. Reduce 56.74% 352,508 1.95
☰ FTU - Wachovia Corp. Reduce 69.30% 215,080 1.25
☰ SPL - Schering Plough Reduce 88.31% 283,813 1.00
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 91.88% 141,336 1.44
☰ WFC - Wells Fargo & Co. Reduce 96.62% 334,416 1.25
☰ CAH - Cardinal Health, Inc. Sell 100.00% 61,170 0.58
☰ UNH - UnitedHealth Group Inc. Sell 100.00% 39,400 0.52
☰ FQX - Forest Laboratories Inc Sell 100.00% 32,580 0.51
☰ BSX - Boston Scientific Corp. Sell 100.00% 75,220 0.51
☰ HIG - The Hartford Insurance Group, Inc. Sell 100.00% 70,035 0.51
☰ MET - MetLife, Inc. Sell 100.00% 117,437 0.50
☰ WAMUQ - Washington Mutual Inc. Sell 100.00% 89,587 0.49
☰ GS - The Goldman Sachs Group, Inc. Sell 100.00% 42,875 0.46
☰ 502466Q - Wellpoint Health Networks Sell 100.00% 38,880 0.44
☰ SYK - Stryker Corp. Sell 100.00% 40,880 0.44
☰ HMA - Health Management Assoc. Sell 100.00% 122,200 0.35
☰ 531621Q - Travelers Property Casualty Co Sell 100.00% 146,372 0.34
☰ KRB - MBNA Corp. Sell 100.00% 107,627 0.33
☰ ZBH - Zimmer Biomet Holdings, Inc. Sell 100.00% 44,680 0.29
☰ 3423152Q - Electronic Data Systems Sell 100.00% 91,060 0.27
☰ BRYG - Berkshire Hathaway - Class B Sell 100.00% 588 0.23
☰ SUU - Suntrust Banks Inc. Sell 100.00% 19,022 0.17
☰ IDPH - IDEC Pharmaceuticals Corp. Sell 100.00% 32,210 0.17
☰ TMSG - Trimeris Inc Sell 100.00% 21,650 0.15
☰ 0127834Q - Scios Nova Inc. Sell 100.00% 28,210 0.15
☰ MDCO - Medicines Company Sell 100.00% 52,790 0.13
☰ XOMG - Xoma Ltd Sell 100.00% 181,300 0.12
☰ CPTS - Conceptus Inc Sell 100.00% 62,710 0.12
☰ VRTX - Vertex Pharmaceuticals Inc. Sell 100.00% 45,710 0.12
☰ TAP.B - Travelers Property Casualty Co Sell 100.00% 49,201 0.11
☰ PSSI - PSS World Medical Inc Sell 100.00% 101,920 0.11
☰ HGSI - Human Genome Therapeutics Sell 100.00% 77,240 0.11
☰ WM3 - Wright Medical group Inc Sell 100.00% 34,260 0.10
☰ DNA - Ginkgo Bioworks Holdings, Inc. Sell 100.00% 17,580 0.09
☰ MTB - M&T Bank Corp. Sell 100.00% 5,000 0.06
☰ SBC - SBC Communications Corp. Sell 100.00% 10,932 0.05
☰ IBM - International Business Machines Corp. Sell 100.00% 3,684 0.05
☰ BP - BP p.l.c. Sell 100.00% 5,574 0.04
☰ MMM - 3M Co. Sell 100.00% 1,750 0.03
☰ TXN - Texas Instruments Inc. Sell 100.00% 13,915 0.03
☰ PTEN - Patterson-UTI Energy, Inc. Sell 100.00% 6,650 0.03
☰ BDBYF - Bradford & Bingley PLC Sell 100.00% 10,000 0.01
Q4 2002
☰ PFE - Pfizer Inc. Add 2848.51% 460,803 2.12
☰ 531621Q - Travelers Property Casualty Co Add 280.93% 107,947 0.25
☰ HIG - The Hartford Insurance Group, Inc. Add 150.89% 42,120 0.30
☰ JNJ - Johnson & Johnson Add 123.13% 150,358 1.28
☰ BK - Bank of New York Add 99.45% 182,831 0.70
☰ 748957Q - Pharmacia Corporation Add 62.01% 120,581 0.80
☰ 6683 - General Electric Co. Add 51.70% 187,637 0.73
☰ MRKC - Merck & Co., Inc. Add 30.99% 88,270 0.79
☰ MET - MetLife, Inc. Add 29.78% 30,238 0.12
☰ VSH - Vishay Intertechnology, Inc. Add 28.50% 154,380 0.27
☰ 2860436Q - Liberty Media Corp - A Add 27.24% 155,834 0.22
☰ WYE - Wyeth Add 25.14% 51,691 0.31
☰ AAIG - American International Group I Add 21.83% 64,614 0.59
☰ GDT - Guidant Corp. Add 19.53% 75,935 0.37
☰ WAMUQ - Washington Mutual Inc. Add 18.60% 14,048 0.08
☰ CVS - CVS Health Corp. Add 16.26% 153,288 0.30
☰ HD - The Home Depot, Inc. Add 16.06% 1,515 0.01
☰ LRCX - Lam Research Corp. Add 12.53% 647,900 0.11
☰ GS - The Goldman Sachs Group, Inc. Add 10.65% 4,125 0.04
☰ INTC - Intel Corp. Add 9.99% 39,026 0.10
☰ MER - Merrill Lynch & Co. Add 7.24% 30,565 0.18
☰ AXP - American Express Co. Add 7.13% 29,311 0.14
☰ MS - Morgan Stanley Add 4.46% 23,030 0.15
☰ XOM - ExxonMobil Holdings Corp. Add 4.28% 2,416 0.01
☰ BMY - Bristol-Myers Squibb Co. Add 4.02% 12,561 0.05
☰ BAC - Bank of America Corp. Add 3.12% 18,800 0.10
☰ MAN - ManpowerGroup Inc. Add 2.71% 6,755 0.03
☰ C - Citigroup Inc. Add 2.54% 2,392 0.13
☰ 1720573D - Prism Support Hldgs LLC Oppenheimer Strategic Income F Add 1.98% 391 0.00
☰ LEG - Leggett & Platt, Inc. Add 1.74% 5,300 0.02
☰ MSFT - Microsoft Corp. Add 0.91% 544 0.00
☰ ODP - Office Depot Inc. Add 0.84% 5,725 0.01
☰ SBC - SBC Communications Corp. Add 0.28% 30 0.00
☰ BAX - Baxter International Inc. Buy 667,970 1.61
☰ 3403545Q - Dollar General Buy 555,715 1.06
☰ AMGN - Amgen Inc. Buy 129,100 0.99
☰ MDT - Medtronic plc Buy 132,610 0.96
☰ CAH - Cardinal Health, Inc. Buy 61,170 0.58
☰ UNH - UnitedHealth Group Inc. Buy 157,600 0.52
☰ BSX - Boston Scientific Corp. Buy 150,440 0.51
☰ FQX - Forest Laboratories Inc Buy 32,580 0.51
☰ 502466Q - Wellpoint Health Networks Buy 38,880 0.44
☰ SYK - Stryker Corp. Buy 81,760 0.44
☰ HMA - Health Management Assoc. Buy 122,200 0.35
☰ ZBH - Zimmer Biomet Holdings, Inc. Buy 46,020 0.29
☰ VBISX - Vanguard Short Term Bond Index Buy 145,570 0.24
☰ IDPH - IDEC Pharmaceuticals Corp. Buy 32,210 0.17
☰ 0127834Q - Scios Nova Inc. Buy 28,210 0.15
☰ TMSG - Trimeris Inc Buy 21,650 0.15
☰ MDCO - Medicines Company Buy 52,790 0.13
☰ CPTS - Conceptus Inc Buy 62,710 0.12
☰ VRTX - Vertex Pharmaceuticals Inc. Buy 45,710 0.12
☰ XOMG - Xoma Ltd Buy 181,300 0.12
☰ HGSI - Human Genome Therapeutics Buy 77,240 0.11
☰ PSSI - PSS World Medical Inc Buy 101,920 0.11
☰ WM3 - Wright Medical group Inc Buy 34,260 0.10
☰ DNA - Ginkgo Bioworks Holdings, Inc. Buy 440 0.09
☰ AME - AMETEK, Inc. Buy 41,175 0.04
☰ MMM - 3M Co. Buy 4,186 0.03
☰ PTEN - Patterson-UTI Energy, Inc. Buy 13,300 0.03
☰ ABT - Abbott Laboratories Reduce 0.59% 4,673 0.02
☰ GAP - The Gap, Inc. Reduce 0.61% 6,225 0.01
☰ NOK - Nokia Oyj Reduce 0.72% 3,725 0.01
☰ DIS - The Walt Disney Co. Reduce 1.09% 9,579 0.03
☰ BLS - Bellsouth Corp. Reduce 1.11% 163 0.00
☰ SLB - SLB N.V. Reduce 1.14% 7,430 0.03
☰ CSC - Computer Sciences Corp. Reduce 1.18% 2,830 0.02
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 1.21% 1,886 0.02
☰ FPFCQ - First Place Financial Corp. Reduce 1.23% 330 0.00
☰ TXN - Texas Instruments Inc. Reduce 1.33% 188 0.00
☰ CMA - Comerica Bank Reduce 1.49% 3,240 0.03
☰ WFC - Wells Fargo & Co. Reduce 1.94% 6,836 0.03
☰ 2987536Q - Symbol Technologies, Inc. Reduce 2.04% 33,475 0.05
☰ FTU - Wachovia Corp. Reduce 2.04% 6,450 0.04
☰ KRB - MBNA Corp. Reduce 2.11% 2,315 0.01
☰ SUNW - Sun Microsystems Inc. Reduce 2.15% 410 0.00
☰ 2307532Q - American Power Conversion Reduce 2.82% 31,325 0.06
☰ BRYG - Berkshire Hathaway - Class B Reduce 3.29% 20 0.01
☰ BP - BP p.l.c. Reduce 3.46% 200 0.00
☰ FMCC - Freddie Mac Reduce 3.84% 6,705 0.08
☰ NVS - Novartis AG Reduce 5.07% 24,642 0.10
☰ APTG - Adaptec Inc. Reduce 5.58% 120,125 0.11
☰ VZ - Verizon Communications Inc. Reduce 5.63% 2,402 0.01
☰ FBF - Fleet Boston Financial Corp Reduce 6.99% 32,930 0.14
☰ AMD - Advanced Micro Devices, Inc. Reduce 13.14% 153,975 0.17
☰ JPM - JPMorgan Chase & Co. Reduce 14.38% 117,523 0.47
☰ CSCO - Cisco Systems, Inc. Reduce 17.71% 3,260 0.01
☰ IPG - Interpublic Group Reduce 20.50% 105,215 0.35
☰ 2674129Q - Sky Financial Group Inc. Reduce 20.92% 3,802 0.02
☰ SPL - Schering Plough Reduce 25.51% 110,060 0.49
☰ IBM - International Business Machines Corp. Reduce 29.56% 1,617 0.02
☰ TAP.B - Travelers Property Casualty Co Reduce 41.81% 35,349 0.10
☰ SUU - Suntrust Banks Inc. Reduce 48.83% 18,150 0.23
☰ 2235894Q - Lucent Technologies Reduce 67.53% 1,621,806 0.26
☰ 3423152Q - Electronic Data Systems Reduce 71.42% 227,569 0.67
☰ HUB - Chubb Corp. Reduce 72.89% 24,410 0.28
☰ ALL - The Allstate Corp. Sell 100.00% 58,537 0.44
☰ VBMFX - Vanguard Bond Index Sell 100.00% 143,571 0.31
☰ AFL - Aflac Inc. Sell 100.00% 39,550 0.26
☰ LEHMQ - Lehman Brothers Sell 100.00% 23,040 0.24
☰ 2727195Q - Household International Sell 100.00% 38,245 0.23
☰ 2676187Q - SouthTrust Corp. Sell 100.00% 35,300 0.18
☰ PNC - The PNC Financial Services Group, Inc. Sell 100.00% 19,475 0.17
☰ 6686 - Motorola Inc Sell 100.00% 76,831 0.16
☰ JHF - John Hancock Financial Service Sell 100.00% 25,780 0.15
☰ CFC - Countrywide Credit Inds. Inc. Sell 100.00% 10,620 0.11
☰ MTG - MGIC Investment Corp. Sell 100.00% 7,000 0.06
☰ AGR.B - Agere Systems Inc - CL B Sell 100.00% 233,915 0.05
☰ 6684 - Hewlett-Packard Co. Sell 100.00% 10,227 0.03
☰ 1826Q - Orthodontix Inc. Sell 100.00% 38,000 0.00
Q3 2002
☰ WYE - Wyeth Add 1011.40% 187,109 1.25
☰ INTC - Intel Corp. Add 243.91% 276,934 0.81
☰ 6683 - General Electric Co. Add 172.86% 229,935 1.19
☰ 2860436Q - Liberty Media Corp - A Add 79.13% 252,705 0.38
☰ BMY - Bristol-Myers Squibb Co. Add 77.14% 136,053 0.68
☰ DIS - The Walt Disney Co. Add 66.22% 348,560 1.10
☰ APTG - Adaptec Inc. Add 60.01% 806,864 0.75
☰ GS - The Goldman Sachs Group, Inc. Add 55.59% 13,845 0.19
☰ KRB - MBNA Corp. Add 39.55% 31,157 0.12
☰ IPG - Interpublic Group Add 29.23% 116,080 0.39
☰ BK - Bank of New York Add 26.42% 38,425 0.23
☰ NOK - Nokia Oyj Add 20.47% 88,270 0.25
☰ MAN - ManpowerGroup Inc. Add 18.56% 38,955 0.24
☰ AXP - American Express Co. Add 18.02% 62,801 0.36
☰ LEG - Leggett & Platt, Inc. Add 17.01% 44,315 0.18
☰ NVS - Novartis AG Add 16.13% 67,510 0.26
☰ TXN - Texas Instruments Inc. Add 16.07% 1,953 0.01
☰ MER - Merrill Lynch & Co. Add 15.90% 57,945 0.40
☰ GDT - Guidant Corp. Add 14.63% 49,630 0.34
☰ 3423152Q - Electronic Data Systems Add 13.97% 39,050 0.11
☰ MRKC - Merck & Co., Inc. Add 12.67% 32,037 0.31
☰ SLB - SLB N.V. Add 11.10% 65,300 0.26
☰ ABT - Abbott Laboratories Add 11.06% 79,015 0.30
☰ BLS - Bellsouth Corp. Add 10.45% 1,394 0.01
☰ GAP - The Gap, Inc. Add 9.84% 91,500 0.21
☰ 2235894Q - Lucent Technologies Add 9.82% 214,703 0.03
☰ JPM - JPMorgan Chase & Co. Add 9.62% 71,718 0.29
☰ 2307532Q - American Power Conversion Add 5.64% 59,295 0.12
☰ CSC - Computer Sciences Corp. Add 5.57% 12,695 0.07
☰ CVS - CVS Health Corp. Add 5.01% 44,982 0.12
☰ 2987536Q - Symbol Technologies, Inc. Add 4.40% 69,220 0.11
☰ AMD - Advanced Micro Devices, Inc. Add 2.12% 24,350 0.03
☰ 1720573D - Prism Support Hldgs LLC Oppenheimer Strategic Income F Add 2.10% 405 0.00
☰ VZ - Verizon Communications Inc. Add 0.42% 178 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.39% 220 0.00
☰ ODP - Office Depot Inc. Buy 682,105 1.77
☰ VSH - Vishay Intertechnology, Inc. Buy 541,762 1.00
☰ LRCX - Lam Research Corp. Buy 5,171,600 0.97
☰ TAP.B - Travelers Property Casualty Co Buy 84,550 0.24
☰ 531621Q - Travelers Property Casualty Co Buy 38,425 0.11
☰ SBC - SBC Communications Corp. Reduce 0.04% 4 0.00
☰ VBMFX - Vanguard Bond Index Reduce 0.04% 55 0.00
☰ FMCC - Freddie Mac Reduce 0.68% 1,188 0.01
☰ JNJ - Johnson & Johnson Reduce 1.14% 1,411 0.01
☰ C - Citigroup Inc. Reduce 1.38% 1,321 0.09
☰ MS - Morgan Stanley Reduce 1.45% 7,582 0.06
☰ KO - The Coca-Cola Co. Reduce 3.13% 1,700 0.01
☰ 748957Q - Pharmacia Corporation Reduce 3.14% 6,310 0.04
☰ AAIG - American International Group I Reduce 3.82% 11,751 0.14
☰ FTU - Wachovia Corp. Reduce 4.49% 14,900 0.10
☰ HUB - Chubb Corp. Reduce 5.10% 1,800 0.02
☰ PFE - Pfizer Inc. Reduce 5.78% 993 0.01
☰ CFC - Countrywide Credit Inds. Inc. Reduce 6.43% 730 0.01
☰ AFL - Aflac Inc. Reduce 6.72% 5,700 0.02
☰ HIG - The Hartford Insurance Group, Inc. Reduce 6.84% 2,050 0.02
☰ 2727195Q - Household International Reduce 6.94% 2,850 0.02
☰ WAMUQ - Washington Mutual Inc. Reduce 6.96% 5,648 0.04
☰ MTG - MGIC Investment Corp. Reduce 6.98% 525 0.01
☰ 2674129Q - Sky Financial Group Inc. Reduce 7.10% 1,389 0.01
☰ 2676187Q - SouthTrust Corp. Reduce 7.17% 2,725 0.01
☰ SUU - Suntrust Banks Inc. Reduce 7.18% 2,875 0.03
☰ JHF - John Hancock Financial Service Reduce 7.32% 2,035 0.01
☰ MET - MetLife, Inc. Reduce 7.35% 8,051 0.04
☰ ALL - The Allstate Corp. Reduce 7.58% 4,800 0.03
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 7.84% 13,244 0.17
☰ WFC - Wells Fargo & Co. Reduce 8.15% 31,314 0.13
☰ SPL - Schering Plough Reduce 8.23% 38,675 0.16
☰ MSFT - Microsoft Corp. Reduce 8.41% 5,504 0.03
☰ BRYG - Berkshire Hathaway - Class B Reduce 10.19% 69 0.03
☰ FBF - Fleet Boston Financial Corp Reduce 13.39% 72,866 0.40
☰ BAC - Bank of America Corp. Reduce 13.54% 94,320 0.57
☰ CMA - Comerica Bank Reduce 15.69% 40,577 0.43
☰ BIM - Biomet Reduce 19.17% 3,735 0.02
☰ LEHMQ - Lehman Brothers Reduce 19.75% 5,670 0.06
☰ HD - The Home Depot, Inc. Reduce 23.82% 2,950 0.02
☰ SUNW - Sun Microsystems Inc. Reduce 32.28% 9,110 0.01
☰ CSCO - Cisco Systems, Inc. Reduce 37.79% 11,181 0.03
☰ WMT - Walmart Inc. Reduce 39.71% 21,699 0.07
☰ IBM - International Business Machines Corp. Reduce 40.91% 3,787 0.04
☰ AGR.B - Agere Systems Inc - CL B Reduce 51.11% 244,515 0.06
☰ PNC - The PNC Financial Services Group, Inc. Reduce 77.08% 65,490 0.59
☰ 6686 - Motorola Inc Reduce 78.89% 287,165 0.72
☰ 6684 - Hewlett-Packard Co. Reduce 98.49% 668,202 1.75
☰ BSX - Boston Scientific Corp. Sell 100.00% 355,831 1.79
☰ CLE - Claire's Stores Sell 100.00% 433,552 1.70
☰ KYOCY - Kyocera Corp - Spons ADR Sell 100.00% 102,125 1.29
☰ FDX - FedEx Corp. Sell 100.00% 92,730 0.85
☰ GD - General Dynamics Corp. Sell 100.00% 11,634 0.21
☰ PSMT - PriceSmart, Inc. Sell 100.00% 8,050 0.05
☰ 3621240Q - Bank One Corporation Sell 100.00% 6,437 0.04
☰ SWPPX - Schwab S&P 500 Fund Sell 100.00% 16,128 0.04
☰ UNH - UnitedHealth Group Inc. Sell 100.00% 2,570 0.04
☰ ADP - Automatic Data Processing, Inc. Sell 100.00% 5,233 0.04
☰ AME - AMETEK, Inc. Sell 100.00% 6,100 0.04
☰ RDPL - Royal Dutch Petr. Sell 100.00% 3,800 0.04
☰ TGT - Target Corp. Sell 100.00% 5,410 0.04
☰ VRDE - Veridien Corp Sell 100.00% 60,000 0.00
Q2 2002
☰ 2860436Q - Liberty Media Corp - A Add 1369.99% 297,645 0.51
☰ BMY - Bristol-Myers Squibb Co. Add 714.21% 154,705 0.68
☰ MER - Merrill Lynch & Co. Add 302.96% 273,925 1.90
☰ AMD - Advanced Micro Devices, Inc. Add 205.82% 772,005 1.29
☰ INTC - Intel Corp. Add 154.70% 68,962 0.22
☰ GDT - Guidant Corp. Add 122.98% 187,110 0.97
☰ 3423152Q - Electronic Data Systems Add 80.95% 125,075 0.80
☰ ABT - Abbott Laboratories Add 74.89% 305,958 0.89
☰ WMT - Walmart Inc. Add 63.95% 21,315 0.07
☰ SBC - SBC Communications Corp. Add 54.74% 3,858 0.02
☰ IBM - International Business Machines Corp. Add 43.12% 2,789 0.03
☰ DIS - The Walt Disney Co. Add 41.54% 154,461 0.49
☰ IPG - Interpublic Group Add 37.38% 108,070 0.46
☰ 2674129Q - Sky Financial Group Inc. Add 30.76% 4,602 0.02
☰ CSCO - Cisco Systems, Inc. Add 27.96% 6,464 0.02
☰ MRKC - Merck & Co., Inc. Add 24.89% 50,381 0.44
☰ BIM - Biomet Add 23.71% 3,735 0.02
☰ MET - MetLife, Inc. Add 20.52% 18,659 0.08
☰ BK - Bank of New York Add 19.31% 23,538 0.14
☰ MS - Morgan Stanley Add 18.83% 83,010 0.61
☰ 6683 - General Electric Co. Add 17.37% 19,683 0.10
☰ APTG - Adaptec Inc. Add 16.59% 191,345 0.26
☰ BLS - Bellsouth Corp. Add 16.34% 1,874 0.01
☰ C - Citigroup Inc. Add 15.73% 12,992 0.86
☰ MSFT - Microsoft Corp. Add 14.32% 8,200 0.04
☰ SPL - Schering Plough Add 11.71% 49,287 0.21
☰ 6684 - Hewlett-Packard Co. Add 10.64% 65,234 0.17
☰ VBMFX - Vanguard Bond Index Add 8.80% 11,611 0.02
☰ CVS - CVS Health Corp. Add 8.79% 72,552 0.19
☰ NVS - Novartis AG Add 8.68% 33,418 0.17
☰ SUNW - Sun Microsystems Inc. Add 8.46% 2,200 0.00
☰ SLB - SLB N.V. Add 7.81% 42,606 0.17
☰ 2987536Q - Symbol Technologies, Inc. Add 7.80% 113,780 0.17
☰ 2235894Q - Lucent Technologies Add 7.61% 154,688 0.04
☰ GAP - The Gap, Inc. Add 6.88% 59,816 0.15
☰ JPM - JPMorgan Chase & Co. Add 6.52% 45,625 0.27
☰ FMCC - Freddie Mac Add 5.13% 8,565 0.09
☰ XOM - ExxonMobil Holdings Corp. Add 4.15% 2,242 0.02
☰ JNJ - Johnson & Johnson Add 3.56% 4,244 0.04
☰ 2307532Q - American Power Conversion Add 3.51% 35,620 0.08
☰ CSC - Computer Sciences Corp. Add 2.73% 6,045 0.05
☰ LEHMQ - Lehman Brothers Add 2.61% 730 0.01
☰ 748957Q - Pharmacia Corporation Add 2.02% 3,973 0.03
☰ FBF - Fleet Boston Financial Corp Add 1.28% 6,870 0.04
☰ NOK - Nokia Oyj Buy 431,270 1.07
☰ GD - General Dynamics Corp. Buy 23,268 0.21
☰ AGR.B - Agere Systems Inc - CL B Buy 478,430 0.12
☰ HD - The Home Depot, Inc. Buy 12,384 0.08
☰ TXN - Texas Instruments Inc. Buy 12,150 0.05
☰ 3621240Q - Bank One Corporation Buy 6,437 0.04
☰ SWPPX - Schwab S&P 500 Fund Buy 96,768 0.04
☰ TGT - Target Corp. Buy 5,410 0.04
☰ UNH - UnitedHealth Group Inc. Buy 10,280 0.04
☰ 1720573D - Prism Support Hldgs LLC Oppenheimer Strategic Income F Buy 19,293 0.01
☰ VRDE - Veridien Corp Buy 60,000 0.00
☰ AXP - American Express Co. Reduce 0.05% 160 0.00
☰ FDX - FedEx Corp. Reduce 0.54% 620 0.00
☰ HUB - Chubb Corp. Reduce 0.82% 290 0.00
☰ KYOCY - Kyocera Corp - Spons ADR Reduce 1.53% 50,880 0.02
☰ LEG - Leggett & Platt, Inc. Reduce 1.95% 5,175 0.02
☰ CMA - Comerica Bank Reduce 3.62% 9,725 0.09
☰ AAIG - American International Group I Reduce 3.68% 11,746 0.13
☰ BP - BP p.l.c. Reduce 5.61% 343 0.00
☰ BAC - Bank of America Corp. Reduce 6.12% 45,386 0.24
☰ GS - The Goldman Sachs Group, Inc. Reduce 6.62% 1,765 0.02
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 8.73% 16,170 0.20
☰ KO - The Coca-Cola Co. Reduce 9.19% 5,490 0.02
☰ WYE - Wyeth Reduce 9.31% 1,900 0.02
☰ HIG - The Hartford Insurance Group, Inc. Reduce 9.58% 3,175 0.03
☰ FTU - Wachovia Corp. Reduce 9.59% 35,175 0.20
☰ KRB - MBNA Corp. Reduce 9.61% 8,375 0.05
☰ SUU - Suntrust Banks Inc. Reduce 10.13% 4,515 0.05
☰ 2727195Q - Household International Reduce 10.15% 4,640 0.04
☰ PNC - The PNC Financial Services Group, Inc. Reduce 10.23% 9,685 0.09
☰ ADP - Automatic Data Processing, Inc. Reduce 10.29% 757 0.01
☰ JHF - John Hancock Financial Service Reduce 10.88% 3,394 0.02
☰ 2676187Q - SouthTrust Corp. Reduce 10.90% 4,650 0.02
☰ BRYG - Berkshire Hathaway - Class B Reduce 10.92% 83 0.03
☰ PFE - Pfizer Inc. Reduce 10.94% 2,110 0.01
☰ MTG - MGIC Investment Corp. Reduce 11.47% 975 0.01
☰ CFC - Countrywide Credit Inds. Inc. Reduce 14.02% 1,850 0.01
☰ CLE - Claire's Stores Reduce 15.14% 77,359 0.23
☰ ALL - The Allstate Corp. Reduce 25.14% 21,275 0.12
☰ WAMUQ - Washington Mutual Inc. Reduce 25.85% 28,300 0.15
☰ WFC - Wells Fargo & Co. Reduce 29.44% 160,320 0.61
☰ MAN - ManpowerGroup Inc. Reduce 37.88% 127,985 0.77
☰ 6686 - Motorola Inc Reduce 41.39% 257,073 0.57
☰ ORBT - Orbit International Corp Reduce 42.68% 24,453 0.01
☰ AFL - Aflac Inc. Reduce 46.19% 72,800 0.17
☰ VZ - Verizon Communications Inc. Reduce 47.69% 38,707 0.14
☰ SLE - Sara Lee Corporation Reduce 50.00% 1 0.04
☰ BSX - Boston Scientific Corp. Reduce 52.34% 781,550 1.52
☰ HNZ - H.J. Heinz Company Sell 100.00% 237,260 1.53
☰ SPNT - SiriusPoint Ltd. Sell 100.00% 591,792 1.41
☰ 680884Q - Compaq Computer Sell 100.00% 745,562 1.21
☰ JPI - Jefferson-Pilot Corp. Sell 100.00% 19,662 0.15
☰ TXT - Textron Inc. Sell 100.00% 5,965 0.05
Q1 2002
☰ CVS - CVS Health Corp. Add 253.27% 591,810 1.58
☰ GIMLF - FEOCII Subscription Agreement Gulf International Minerals (C Add 150.00% 30,000 0.00
☰ PNC - The PNC Financial Services Group, Inc. Add 104.32% 48,325 0.46
☰ 2235894Q - Lucent Technologies Add 71.40% 846,530 0.62
☰ MRKC - Merck & Co., Inc. Add 65.07% 79,780 0.71
☰ 2987536Q - Symbol Technologies, Inc. Add 61.90% 557,375 0.97
☰ AFL - Aflac Inc. Add 49.67% 52,300 0.12
☰ MS - Morgan Stanley Add 40.75% 127,609 1.14
☰ GAP - The Gap, Inc. Add 35.84% 229,481 0.54
☰ HUB - Chubb Corp. Add 34.62% 9,149 0.10
☰ 6686 - Motorola Inc Add 30.91% 146,635 0.32
☰ APTG - Adaptec Inc. Add 30.43% 269,065 0.56
☰ FBF - Fleet Boston Financial Corp Add 29.92% 123,705 0.67
☰ DIS - The Walt Disney Co. Add 29.02% 83,649 0.30
☰ JPM - JPMorgan Chase & Co. Add 28.89% 156,951 0.87
☰ FMCC - Freddie Mac Add 23.50% 31,777 0.31
☰ C - Citigroup Inc. Add 21.12% 14,401 1.11
☰ SPL - Schering Plough Add 20.03% 70,230 0.34
☰ SUU - Suntrust Banks Inc. Add 19.35% 7,225 0.07
☰ WFC - Wells Fargo & Co. Add 18.85% 86,360 0.33
☰ AXP - American Express Co. Add 18.44% 54,296 0.30
☰ 2307532Q - American Power Conversion Add 17.60% 151,895 0.35
☰ BK - Bank of New York Add 16.49% 17,250 0.11
☰ SUNW - Sun Microsystems Inc. Add 15.70% 3,530 0.00
☰ MSFT - Microsoft Corp. Add 15.43% 7,658 0.04
☰ HIG - The Hartford Insurance Group, Inc. Add 15.31% 4,400 0.05
☰ GDT - Guidant Corp. Add 14.07% 18,765 0.13
☰ 748957Q - Pharmacia Corporation Add 11.31% 20,002 0.14
☰ AAIG - American International Group I Add 11.28% 32,391 0.36
☰ VZ - Verizon Communications Inc. Add 10.74% 7,871 0.03
☰ 3423152Q - Electronic Data Systems Add 10.12% 14,197 0.13
☰ IPG - Interpublic Group Add 8.29% 22,125 0.12
☰ VBMFX - Prism Support Hldgs LLC Vanguard Bond Index Add 6.45% 7,999 0.01
☰ KO - The Coca-Cola Co. Add 6.00% 3,382 0.01
☰ MAN - ManpowerGroup Inc. Add 5.58% 17,850 0.11
☰ FTU - Wachovia Corp. Add 4.91% 17,165 0.10
☰ 680884Q - Compaq Computer Add 4.49% 32,025 0.05
☰ BMY - Bristol-Myers Squibb Co. Add 3.34% 700 0.00
☰ BSX - Boston Scientific Corp. Add 2.51% 36,520 0.07
☰ FNMA - Federal Natl. Mortgage Assn. Add 2.12% 3,840 0.05
☰ 6684 - Hewlett-Packard Inc. Add 2.10% 12,620 0.04
☰ JPI - Jefferson-Pilot Corp. Add 1.55% 300 0.00
☰ SLB - SLB N.V. Add 1.34% 7,226 0.03
☰ NVS - Novartis AG Add 1.17% 4,453 0.03
☰ SPNT - SiriusPoint Ltd. Add 0.07% 397 0.00
☰ CLE - Claire's Stores Add 0.04% 226 0.00
☰ KYOCY - Kyocera Corp - Spons ADR Buy 3,318,880 1.13
☰ AMD - Advanced Micro Devices, Inc. Buy 375,095 0.86
☰ WYE - Wyeth Buy 20,400 0.21
☰ FDX - FedEx Corp. Reduce 0.11% 125 0.00
☰ CSC - Computer Sciences Corp. Reduce 0.12% 265 0.00
☰ LEG - Leggett & Platt, Inc. Reduce 0.62% 1,650 0.01
☰ JNJ - Johnson & Johnson Reduce 0.75% 898 0.01
☰ CMA - Comerica Bank Reduce 0.80% 2,163 0.02
☰ MER - Merrill Lynch & Co. Reduce 1.09% 998 0.01
☰ HNZ - H.J. Heinz Company Reduce 1.40% 3,375 0.02
☰ BRYG - Berkshire Hathaway - Class B Reduce 1.81% 14 0.01
☰ GS - The Goldman Sachs Group, Inc. Reduce 2.02% 550 0.01
☰ LEHMQ - Lehman Brothers Reduce 2.44% 700 0.01
☰ CFC - Countrywide Credit Inds. Inc. Reduce 2.58% 350 0.00
☰ MTG - MGIC Investment Corp. Reduce 2.58% 225 0.00
☰ KRB - MBNA Corp. Reduce 3.14% 2,825 0.02
☰ JHF - John Hancock Financial Service Reduce 3.15% 1,015 0.01
☰ ALL - The Allstate Corp. Reduce 3.45% 3,025 0.02
☰ BAC - Bank of America Corp. Reduce 3.81% 29,390 0.15
☰ MET - MetLife, Inc. Reduce 3.86% 3,655 0.02
☰ 2727195Q - Household International Reduce 4.22% 2,016 0.02
☰ SBC - SBC Communications Corp. Reduce 5.81% 435 0.00
☰ 6683 - General Electric Co. Reduce 6.26% 7,565 0.05
☰ IBM - International Business Machines Corp. Reduce 6.67% 462 0.01
☰ BP - BP p.l.c. Reduce 7.56% 500 0.00
☰ ABT - Abbott Laboratories Reduce 8.22% 36,589 0.15
☰ CSCO - Cisco Systems, Inc. Reduce 8.69% 2,200 0.01
☰ AME - AMETEK, Inc. Reduce 8.96% 4,050 0.00
☰ INTC - Intel Corp. Reduce 9.32% 4,580 0.02
☰ BLS - Bellsouth Corp. Reduce 9.52% 1,207 0.01
☰ XOM - ExxonMobil Holdings Corp. Reduce 12.35% 7,610 0.05
☰ RDPL - Royal Dutch Petr. Reduce 13.64% 600 0.00
☰ TXT - Textron Inc. Reduce 13.74% 1,900 0.01
☰ WAMUQ - Washington Mutual Inc. Reduce 15.29% 19,768 0.11
☰ 2674129Q - Sky Financial Group Inc. Reduce 20.26% 3,800 0.01
☰ WMT - Walmart Inc. Reduce 22.74% 9,810 0.03
☰ 2676187Q - SouthTrust Corp. Reduce 25.07% 14,275 0.06
☰ ADP - Automatic Data Processing, Inc. Reduce 32.44% 3,531 0.03
☰ SLE - Sara Lee Corporation Reduce 33.33% 1 0.03
☰ PFE - Pfizer Inc. Reduce 34.09% 9,974 0.06
☰ LUMN - Lumen Technologies, Inc. Sell 100.00% 388,833 2.09
☰ ODP - Office Depot Inc. Sell 100.00% 629,508 1.91
☰ FDCP - First Data Corp. Sell 100.00% 120,010 1.54
☰ BOL - Bausch & Lomb Sell 100.00% 144,751 0.89
☰ 3621240Q - Bank One Corporation Sell 100.00% 119,754 0.77
☰ USB - U.S. Bancorp Sell 100.00% 205,552 0.70
☰ 8138927Q - 3 Com Corp. Sell 100.00% 514,975 0.54
☰ MRSH - Marsh & McLennan Companies, Inc. Sell 100.00% 23,025 0.40
☰ MEL - Mellon Financial Corp. Sell 100.00% 58,035 0.36
☰ NCC - National City Corp Sell 100.00% 63,073 0.30
☰ 365164Q - St. Paul Co. Sell 100.00% 36,280 0.26
☰ AHP - American Home Products, Inc. Sell 100.00% 21,475 0.22
☰ BEN - Franklin Resources, Inc. Sell 100.00% 31,100 0.18
☰ MBI - MBIA Inc. Sell 100.00% 19,810 0.17
☰ SCHW - The Charles Schwab Corp. Sell 100.00% 67,025 0.17
☰ LNC - Lincoln National Corp. Sell 100.00% 20,750 0.16
☰ COF - Capital One Financial Corp. Sell 100.00% 17,615 0.16
☰ UNM - Unum Group Sell 100.00% 28,925 0.13
☰ MH - Minnesota Mining and Manufactu Sell 100.00% 3,150 0.06
☰ DOW - Dow Inc. Sell 100.00% 10,428 0.06
☰ AMGN - Amgen Inc. Sell 100.00% 3,945 0.04
☰ SNA - Snap-on Inc. Sell 100.00% 6,300 0.03
☰ PVN - Providian Corp. Sell 100.00% 30,915 0.02
☰ 807830Q - Pelican Financial Inc. Sell 100.00% 16,000 0.01
Q4 2001
☰ WMT - Walmart Inc. Add 207.26% 29,100 0.09
☰ MRKC - Merck & Co., Inc. Add 140.55% 71,640 0.69
☰ DIS - The Walt Disney Co. Add 104.08% 146,991 0.49
☰ BLS - Bellsouth Corp. Add 91.54% 6,058 0.04
☰ 2676187Q - SouthTrust Corp. Add 69.87% 23,425 0.09
☰ FNMA - Federal Natl. Mortgage Assn. Add 60.20% 68,125 0.89
☰ SLE - Sara Lee Corporation Add 50.00% 1 0.03
☰ XOM - ExxonMobil Holdings Corp. Add 40.36% 17,725 0.11
☰ NVS - Novartis AG Add 37.90% 104,631 0.61
☰ 2987536Q - Symbol Technologies, Inc. Add 35.91% 237,925 0.62
☰ 6684 - Hewlett-Packard Inc. Add 34.74% 154,845 0.52
☰ CLE - Claire's Stores Add 32.88% 126,360 0.31
☰ SUU - Suntrust Banks Inc. Add 30.73% 8,777 0.09
☰ 2307532Q - American Power Conversion Add 28.31% 190,465 0.45
☰ SLB - SLB N.V. Add 28.14% 118,212 0.53
☰ BK - Bank of New York Add 24.55% 20,625 0.14
☰ FDX - FedEx Corp. Add 23.20% 21,811 0.15
☰ JPM - JPMorgan Chase & Co. Add 20.83% 93,642 0.56
☰ SPNT - SiriusPoint Ltd. Add 20.48% 100,510 0.33
☰ PFE - Pfizer Inc. Add 19.52% 4,777 0.03
☰ SPL - Schering Plough Add 18.47% 54,660 0.32
☰ 6683 - General Electric Co. Add 17.06% 17,618 0.12
☰ WAMUQ - Washington Mutual Inc. Add 17.02% 18,801 0.10
☰ CSC - Computer Sciences Corp. Add 15.10% 29,125 0.23
☰ INTC - Intel Corp. Add 14.26% 6,134 0.03
☰ FBF - Fleet Boston Financial Corp Add 13.82% 50,210 0.30
☰ CMA - Comerica Bank Add 11.69% 28,300 0.27
☰ IPG - Interpublic Group Add 11.05% 26,560 0.13
☰ FTU - Wachovia Corp. Add 10.59% 33,487 0.17
☰ 2235894Q - Lucent Technologies Add 10.37% 111,363 0.11
☰ VZ - Verizon Communications Inc. Add 9.72% 6,495 0.03
☰ MS - Morgan Stanley Add 9.67% 27,605 0.25
☰ GAP - The Gap, Inc. Add 8.48% 50,062 0.11
☰ AXP - American Express Co. Add 7.78% 21,256 0.11
☰ JNJ - Johnson & Johnson Add 7.55% 8,436 0.08
☰ WFC - Wells Fargo & Co. Add 7.53% 32,080 0.11
☰ MSFT - Microsoft Corp. Add 7.05% 3,266 0.02
☰ 2674129Q - Sky Financial Group Inc. Add 6.71% 1,180 0.00
☰ C - Citigroup Inc. Add 5.46% 3,531 0.29
☰ LUMN - Lumen Technologies, Inc. Add 5.42% 19,990 0.11
☰ IBM - International Business Machines Corp. Add 3.93% 262 0.00
☰ HNZ - H.J. Heinz Company Add 3.52% 8,175 0.06
☰ 748957Q - Pharmacia Corporation Add 2.94% 5,047 0.04
☰ KO - The Coca-Cola Co. Add 2.17% 1,200 0.00
☰ BAC - Bank of America Corp. Add 1.54% 11,710 0.06
☰ MTG - MGIC Investment Corp. Add 1.45% 125 0.00
☰ COF - Capital One Financial Corp. Add 1.38% 240 0.00
☰ AAIG - American International Group I Add 1.32% 3,734 0.05
☰ GS - The Goldman Sachs Group, Inc. Add 1.19% 320 0.00
☰ CFC - Countrywide Credit Inds. Inc. Add 1.12% 150 0.00
☰ APTG - Adaptec Inc. Add 1.09% 9,500 0.02
☰ AFL - Aflac Inc. Add 0.86% 900 0.00
☰ LNC - Lincoln National Corp. Add 0.85% 175 0.00
☰ BRYG - Berkshire Hathaway - Class B Add 0.78% 6 0.00
☰ UNM - Unum Group Add 0.78% 225 0.00
☰ JPI - Jefferson-Pilot Corp. Add 0.73% 140 0.00
☰ JHF - John Hancock Financial Service Add 0.70% 225 0.00
☰ MER - Merrill Lynch & Co. Add 0.69% 630 0.01
☰ MEL - Mellon Financial Corp. Add 0.68% 393 0.00
☰ KRB - MBNA Corp. Add 0.64% 575 0.00
☰ MBI - MBIA Inc. Add 0.64% 125 0.00
☰ NCC - National City Corp Add 0.64% 400 0.00
☰ BEN - Franklin Resources, Inc. Add 0.63% 585 0.00
☰ LEHMQ - Lehman Brothers Add 0.58% 165 0.00
☰ HIG - The Hartford Insurance Group, Inc. Add 0.52% 150 0.00
☰ ALL - The Allstate Corp. Add 0.49% 425 0.00
☰ PNC - The PNC Financial Services Group, Inc. Add 0.49% 225 0.00
☰ MET - MetLife, Inc. Add 0.38% 359 0.00
☰ 365164Q - St. Paul Co. Add 0.21% 75 0.00
☰ HUB - Chubb Corp. Add 0.09% 25 0.00
☰ 3621240Q - Bank One Corporation Add 0.03% 40 0.00
☰ CVS - CVS Health Corp. Buy 233,664 0.57
☰ VBMFX - Tyrus Group (Church) Units Tyrus Group (Clearfield) Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Vanguard Bond Index Buy 124,016 0.21
☰ ADP - Automatic Data Processing, Inc. Buy 10,886 0.08
☰ MH - Minnesota Mining and Manufactu Buy 3,150 0.06
☰ AME - AMETEK, Inc. Buy 45,225 0.04
☰ RDPL - Royal Dutch Petr. Buy 4,400 0.04
☰ SNA - Snap-on Inc. Buy 6,300 0.03
☰ AHP - American Home Products, Inc. Reduce 0.13% 27 0.00
☰ GDT - Guidant Corp. Reduce 0.18% 240 0.00
☰ MRSH - Marsh & McLennan Companies, Inc. Reduce 0.22% 100 0.00
☰ LEG - Leggett & Platt, Inc. Reduce 0.34% 900 0.00
☰ DOW - Dow Inc. Reduce 0.36% 38 0.00
☰ SCHW - The Charles Schwab Corp. Reduce 0.59% 400 0.00
☰ USB - U.S. Bancorp Reduce 0.77% 1,600 0.01
☰ BOL - Bausch & Lomb Reduce 0.82% 1,196 0.01
☰ BSX - Boston Scientific Corp. Reduce 1.02% 15,050 0.03
☰ MAN - ManpowerGroup Inc. Reduce 1.55% 5,025 0.03
☰ BP - BP p.l.c. Reduce 2.22% 150 0.00
☰ PVN - Providian Corp. Reduce 3.13% 1,000 0.00
☰ SBC - SBC Communications Corp. Reduce 3.49% 271 0.00
☰ FPFCQ - First Place Financial Corp. Reduce 4.58% 1,284 0.00
☰ ABT - Abbott Laboratories Reduce 6.08% 28,793 0.13
☰ SUNW - Sun Microsystems Inc. Reduce 8.65% 2,130 0.00
☰ BMY - Bristol-Myers Squibb Co. Reduce 10.19% 2,377 0.03
☰ 3423152Q - Electronic Data Systems Reduce 10.59% 16,610 0.19
☰ 6686 - Motorola Inc Reduce 10.76% 57,200 0.18
☰ ORBT - Orbit International Corp Reduce 12.00% 7,812 0.00
☰ 2727195Q - Household International Reduce 12.77% 6,989 0.08
☰ CSCO - Cisco Systems, Inc. Reduce 13.51% 3,956 0.01
☰ ODP - Office Depot Inc. Reduce 24.04% 199,250 0.53
☰ FDCP - First Data Corp. Reduce 25.02% 40,055 0.46
☰ 680884Q - Compaq Computer Reduce 26.31% 254,806 0.42
☰ AMGN - Amgen Inc. Reduce 33.36% 1,975 0.02
☰ FMCC - Freddie Mac Reduce 35.73% 75,165 0.96
☰ 8138927Q - 3 Com Corp. Reduce 43.21% 391,791 0.29
☰ TXT - Textron Inc. Reduce 65.63% 26,410 0.09
☰ IT.B - Gartner Inc. - B Sell 100.00% 457,134 0.78
☰ FITB - Fifth Third Bancorp Sell 100.00% 32,505 0.39
☰ KEY - KeyCorp Sell 100.00% 51,050 0.24
☰ IT - Gartner, Inc. Sell 100.00% 54,000 0.10
☰ GATX - GATX Corp. Sell 100.00% 10,995 0.07
☰ JANSX - Tyrus Group (Church) Units Tyrus Group (Clearfield) Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Janus Fund Sell 100.00% 14,300 0.06
☰ MDT - Medtronic plc Sell 100.00% 6,397 0.05
☰ GBLXQ - Global Crossing Ltd. Sell 100.00% 132,754 0.05
☰ CL - Colgate-Palmolive Co. Sell 100.00% 3,442 0.04
☰ WCOEQ - WorldCom Inc. Sell 100.00% 11,181 0.03
☰ MAXF - Maxcor Financial Group Sell 100.00% 20,000 0.01
Q3 2001
☰ DIS - The Walt Disney Co. Add 1796.96% 133,784 0.48
☰ GAP - The Gap, Inc. Add 332.06% 453,682 1.07
☰ CSCO - Cisco Systems, Inc. Add 102.39% 14,812 0.04
☰ TXT - Textron Inc. Add 99.11% 20,030 0.07
☰ MSFT - Microsoft Corp. Add 97.34% 22,866 0.12
☰ NVS - Novartis AG Add 93.82% 133,624 0.67
☰ UNM - Unum Group Add 72.63% 12,075 0.06
☰ 2235894Q - Lucent Technologies Add 66.24% 428,024 0.48
☰ COF - Capital One Financial Corp. Add 60.36% 6,540 0.06
☰ BK - Bank of New York Add 56.03% 30,166 0.21
☰ INTC - Intel Corp. Add 55.05% 15,276 0.06
☰ SUNW - Sun Microsystems Inc. Add 50.12% 8,220 0.01
☰ BIM - Biomet Add 50.00% 5,250 0.03
☰ CSC - Computer Sciences Corp. Add 49.82% 64,125 0.42
☰ JHF - John Hancock Financial Service Add 38.83% 8,950 0.07
☰ JPM - JPMorgan Chase & Co. Add 36.98% 121,368 0.82
☰ GATX - GATX Corp. Add 36.84% 2,960 0.02
☰ 680884Q - Compaq Computer Add 34.48% 248,280 0.41
☰ PFE - Pfizer Inc. Add 32.32% 5,979 0.04
☰ AFL - Aflac Inc. Add 30.58% 24,450 0.06
☰ JANSX - Tyrus Group (Church) Units Tyrus Group (Clearfield) Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Janus Fund Add 27.67% 3,099 0.01
☰ IBM - International Business Machines Corp. Add 27.62% 1,443 0.02
☰ 6683 - General Electric Co. Add 26.30% 21,509 0.16
☰ AMGN - Amgen Inc. Add 25.42% 1,200 0.01
☰ AXP - American Express Co. Add 24.61% 53,940 0.27
☰ FBF - Fleet Boston Financial Corp Add 23.88% 70,026 0.51
☰ GS - The Goldman Sachs Group, Inc. Add 22.13% 4,875 0.07
☰ 2307532Q - American Power Conversion Add 18.89% 106,910 0.25
☰ 6684 - Hewlett-Packard Inc. Add 15.82% 60,870 0.19
☰ 365164Q - St. Paul Co. Add 14.37% 4,550 0.04
☰ BOL - Bausch & Lomb Add 12.84% 16,605 0.09
☰ MS - Morgan Stanley Add 12.32% 31,310 0.29
☰ WFC - Wells Fargo & Co. Add 12.08% 45,940 0.20
☰ 748957Q - Pharmacia Corporation Add 11.17% 17,251 0.14
☰ 8138927Q - 3 Com Corp. Add 10.83% 88,575 0.07
☰ PNC - The PNC Financial Services Group, Inc. Add 10.19% 4,265 0.05
☰ SPL - Schering Plough Add 9.94% 26,765 0.20
☰ C - Citigroup Inc. Add 9.68% 5,706 0.45
☰ MER - Merrill Lynch & Co. Add 9.27% 7,700 0.06
☰ BLS - Bellsouth Corp. Add 8.60% 524 0.00
☰ AAIG - American International Group I Add 8.37% 21,889 0.34
☰ WCOEQ - WorldCom Inc. Add 7.68% 797 0.00
☰ APTG - Adaptec Inc. Add 7.07% 57,725 0.09
☰ 807830Q - Pelican Financial Inc. Add 6.67% 1,000 0.00
☰ MRKC - Merck & Co., Inc. Add 5.16% 2,500 0.03
☰ CLE - Claire's Stores Add 4.91% 17,975 0.04
☰ 6686 - Motorola Inc Add 4.17% 21,262 0.07
☰ SPNT - SiriusPoint Ltd. Add 3.64% 17,235 0.08
☰ FDX - FedEx Corp. Add 3.20% 2,916 0.02
☰ MAN - ManpowerGroup Inc. Add 3.06% 9,635 0.05
☰ CMA - Comerica Bank Add 2.80% 6,607 0.07
☰ SBC - SBC Communications Corp. Add 2.80% 211 0.00
☰ BSX - Boston Scientific Corp. Add 2.40% 34,510 0.07
☰ LEG - Leggett & Platt, Inc. Add 2.38% 6,250 0.02
☰ HNZ - H.J. Heinz Company Add 1.64% 3,750 0.03
☰ LUMN - Lumen Technologies, Inc. Add 1.39% 5,065 0.03
☰ JNJ - Johnson & Johnson Add 1.36% 1,496 0.02
☰ ODP - Office Depot Inc. Add 0.82% 6,700 0.02
☰ XOM - ExxonMobil Holdings Corp. Add 0.57% 249 0.00
☰ DOW - Dow Inc. Add 0.36% 38 0.00
☰ FDCP - First Data Corp. Add 0.32% 505 0.01
☰ FTU - Wachovia Corp. Buy 316,213 1.93
☰ SLB - SLB N.V. Buy 420,148 1.89
☰ 2987536Q - Symbol Technologies, Inc. Buy 662,575 1.37
☰ GDT - Guidant Corp. Buy 133,620 1.01
☰ IPG - Interpublic Group Buy 240,428 0.96
☰ FPFCQ - First Place Financial Corp. Buy 28,059 0.08
☰ 2860436Q - Liberty Media Corp - A Buy 21,726 0.05
☰ MDT - Medtronic plc Buy 6,397 0.05
☰ WMT - Walmart Inc. Buy 14,040 0.05
☰ BDBYF - Bradford & Bingley PLC Buy 10,000 0.01
☰ ORBT - Orbit International Corp Buy 65,103 0.01
☰ FMCC - Freddie Mac Reduce 0.32% 670 0.01
☰ MRSH - Marsh & McLennan Companies, Inc. Reduce 0.32% 150 0.00
☰ 3423152Q - Electronic Data Systems Reduce 0.89% 1,410 0.02
☰ 2674129Q - Sky Financial Group Inc. Reduce 1.12% 200 0.00
☰ IT.B - Gartner Inc. - B Reduce 1.30% 6,025 0.01
☰ 2727195Q - Household International Reduce 1.63% 909 0.01
☰ BRYG - Berkshire Hathaway - Class B Reduce 1.92% 15 0.01
☰ BAC - Bank of America Corp. Reduce 2.10% 16,290 0.09
☰ CFC - Countrywide Credit Inds. Inc. Reduce 2.37% 325 0.00
☰ ABT - Abbott Laboratories Reduce 2.57% 12,508 0.05
☰ GBLXQ - Global Crossing Ltd. Reduce 2.73% 3,732 0.01
☰ BP - BP p.l.c. Reduce 3.26% 228 0.00
☰ MTG - MGIC Investment Corp. Reduce 3.37% 300 0.00
☰ SUU - Suntrust Banks Inc. Reduce 3.44% 1,018 0.01
☰ HUB - Chubb Corp. Reduce 3.53% 965 0.01
☰ MET - MetLife, Inc. Reduce 3.61% 3,526 0.02
☰ KO - The Coca-Cola Co. Reduce 3.98% 2,290 0.01
☰ SCHW - The Charles Schwab Corp. Reduce 4.33% 3,050 0.01
☰ WAMUQ - Washington Mutual Inc. Reduce 4.33% 5,000 0.03
☰ LEHMQ - Lehman Brothers Reduce 4.36% 1,300 0.02
☰ HIG - The Hartford Insurance Group, Inc. Reduce 4.43% 1,325 0.02
☰ NCC - National City Corp Reduce 4.46% 2,925 0.02
☰ PVN - Providian Corp. Reduce 4.49% 1,500 0.02
☰ LNC - Lincoln National Corp. Reduce 4.51% 972 0.01
☰ 3621240Q - Bank One Corporation Reduce 4.54% 5,692 0.04
☰ ALL - The Allstate Corp. Reduce 4.54% 4,150 0.03
☰ KRB - MBNA Corp. Reduce 4.56% 4,275 0.03
☰ JPI - Jefferson-Pilot Corp. Reduce 4.60% 926 0.01
☰ KEY - KeyCorp Reduce 4.80% 2,575 0.01
☰ FITB - Fifth Third Bancorp Reduce 5.07% 1,735 0.02
☰ BEN - Franklin Resources, Inc. Reduce 5.64% 5,544 0.02
☰ CL - Colgate-Palmolive Co. Reduce 12.68% 1,000 0.01
☰ MEL - Mellon Financial Corp. Reduce 12.80% 8,458 0.07
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 17.76% 24,437 0.38
☰ USB - U.S. Bancorp Reduce 21.40% 56,405 0.23
☰ 2676187Q - SouthTrust Corp. Reduce 42.25% 24,525 0.12
☰ BMY - Bristol-Myers Squibb Co. Reduce 46.87% 20,586 0.19
☰ MBI - MBIA Inc. Reduce 73.85% 55,582 0.56
☰ VZ - Verizon Communications Inc. Reduce 75.10% 201,504 1.60
☰ AHP - American Home Products, Inc. Reduce 81.16% 92,616 0.99
☰ IT - Gartner, Inc. Reduce 85.43% 316,575 0.63
☰ 41018Q - Wachovia Corp. Sell 100.00% 112,440 1.46
☰ EFX - Equifax Inc. Sell 100.00% 216,417 1.45
☰ SHW - The Sherwin-Williams Co. Sell 100.00% 266,620 1.08
☰ ARW - Arrow Electronics, Inc. Sell 100.00% 199,664 0.88
☰ SRM - Sensormatic Electronics Sell 100.00% 261,150 0.81
☰ 950967Q - American General Corp. Sell 100.00% 54,493 0.46
☰ STT - State Street Corp. Sell 100.00% 31,332 0.28
☰ TMJ - Torchmark Corp. Sell 100.00% 22,325 0.16
☰ 2942331Q - Bear Stearns Companies Sell 100.00% 12,907 0.14
☰ NTRS - Northern Trust Corp. Sell 100.00% 11,845 0.13
☰ PGR - The Progressive Corp. Sell 100.00% 3,410 0.08
☰ BID - Sotheby's Holdings Inc. Class Sell 100.00% 20,200 0.06
☰ PG - The Procter & Gamble Co. Sell 100.00% 5,100 0.06
☰ 9489 - At&t Sell 100.00% 12,673 0.05
☰ HON - Honeywell International Inc. Sell 100.00% 6,600 0.04
☰ AES - The AES Corp. Sell 100.00% 4,944 0.04
☰ AME - AMETEK, Inc. Sell 100.00% 6,700 0.04
Q2 2001
☰ ODP - Office Depot Inc. Add 241.85% 581,583 1.10
☰ SPNT - SiriusPoint Ltd. Add 118.86% 257,230 1.00
☰ SPL - Schering Plough Add 101.61% 135,666 0.89
☰ 2676187Q - SouthTrust Corp. Add 85.32% 26,725 0.13
☰ CMA - Comerica Bank Add 66.13% 93,773 0.98
☰ PFE - Pfizer Inc. Add 58.54% 6,830 0.05
☰ TXT - Textron Inc. Add 58.26% 7,440 0.04
☰ WAMUQ - Washington Mutual Inc. Add 52.34% 39,668 0.27
☰ 2235894Q - Lucent Technologies Add 50.70% 217,408 0.25
☰ LEG - Leggett & Platt, Inc. Add 47.36% 84,225 0.34
☰ PG - The Procter & Gamble Co. Add 41.67% 3,000 0.02
☰ JPI - Jefferson-Pilot Corp. Add 39.28% 5,682 0.05
☰ AFL - Aflac Inc. Add 36.09% 21,200 0.06
☰ 365164Q - St. Paul Co. Add 29.71% 7,250 0.07
☰ INTC - Intel Corp. Add 26.15% 5,752 0.03
☰ MET - MetLife, Inc. Add 25.12% 19,621 0.10
☰ HUB - Chubb Corp. Add 24.75% 5,430 0.08
☰ APTG - Adaptec Inc. Add 22.30% 148,925 0.27
☰ 6684 - Hewlett-Packard Inc. Add 20.26% 64,850 0.34
☰ 680884Q - Compaq Computer Add 17.82% 108,885 0.30
☰ HIG - The Hartford Insurance Group, Inc. Add 13.85% 3,640 0.05
☰ GS - The Goldman Sachs Group, Inc. Add 12.95% 2,525 0.04
☰ JNJ - Johnson & Johnson Add 12.38% 12,149 0.11
☰ 8138927Q - 3 Com Corp. Add 8.37% 63,191 0.05
☰ CLE - Claire's Stores Add 7.81% 26,525 0.09
☰ USB - U.S. Bancorp Add 7.75% 18,950 0.08
☰ BSX - Boston Scientific Corp. Add 7.16% 96,030 0.15
☰ AMGN - Amgen Inc. Add 6.79% 300 0.00
☰ 6683 - General Electric Co. Add 6.60% 5,060 0.04
☰ SHW - The Sherwin-Williams Co. Add 6.58% 49,410 0.07
☰ JANSX - Tyrus Group (Church) Units Tyrus Group (Clearfield) Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Janus Fund Add 5.57% 591 0.00
☰ HNZ - H.J. Heinz Company Add 4.97% 10,825 0.08
☰ CSC - Computer Sciences Corp. Add 4.93% 6,045 0.04
☰ MSFT - Microsoft Corp. Add 3.89% 880 0.01
☰ 748957Q - Pharmacia Corporation Add 3.69% 5,499 0.05
☰ BMY - Bristol-Myers Squibb Co. Add 3.59% 1,524 0.01
☰ VZ - Verizon Communications Inc. Add 3.30% 8,581 0.07
☰ MRKC - Merck & Co., Inc. Add 3.18% 1,496 0.02
☰ KO - The Coca-Cola Co. Add 2.99% 1,668 0.01
☰ MS - Morgan Stanley Add 2.69% 6,655 0.08
☰ MAN - ManpowerGroup Inc. Add 1.86% 5,767 0.03
☰ SUNW - Sun Microsystems Inc. Add 1.74% 280 0.00
☰ ABT - Abbott Laboratories Add 1.71% 8,176 0.03
☰ FBF - Fleet Boston Financial Corp Add 1.18% 3,426 0.02
☰ CSCO - Cisco Systems, Inc. Add 0.95% 136 0.00
☰ XOM - ExxonMobil Holdings Corp. Add 0.78% 336 0.00
☰ DIS - The Walt Disney Co. Add 0.69% 51 0.00
☰ LUMN - Lumen Technologies, Inc. Add 0.65% 2,333 0.01
☰ JPM - JPMorgan Chase & Co. Buy 328,221 2.66
☰ SRM - Sensormatic Electronics Buy 261,150 0.81
☰ FDX - FedEx Corp. Buy 91,096 0.54
☰ JHF - John Hancock Financial Service Buy 23,049 0.17
☰ UNM - Unum Group Buy 16,625 0.10
☰ BID - Sotheby's Holdings Inc. Class Buy 20,200 0.06
☰ GATX - GATX Corp. Buy 8,035 0.06
☰ AME - AMETEK, Inc. Buy 45,225 0.04
☰ CL - Colgate-Palmolive Co. Buy 7,884 0.04
☰ HON - Honeywell International Inc. Buy 7,004 0.04
☰ WCOEQ - WorldCom Inc. Buy 10,384 0.03
☰ GIMLF - FEOCII Subscription Agreement Gulf International Minerals (C Buy 20,000 0.00
☰ 6686 - Motorola Inc Reduce 0.31% 1,578 0.00
☰ IT - Gartner, Inc. Reduce 0.39% 1,450 0.00
☰ BP - BP p.l.c. Reduce 0.58% 41 0.00
☰ DOW - Dow Inc. Reduce 1.42% 150 0.00
☰ 41018Q - Wachovia Corp. Reduce 2.39% 2,750 0.03
☰ MBI - MBIA Inc. Reduce 2.59% 1,998 0.02
☰ C - Citigroup Inc. Reduce 3.32% 2,023 0.18
☰ ARW - Arrow Electronics, Inc. Reduce 3.62% 7,491 0.03
☰ CFC - Countrywide Credit Inds. Inc. Reduce 3.85% 550 0.01
☰ AAIG - American International Group I Reduce 3.86% 10,498 0.16
☰ STT - State Street Corp. Reduce 4.48% 1,468 0.01
☰ 2307532Q - American Power Conversion Reduce 4.90% 29,150 0.07
☰ 950967Q - American General Corp. Reduce 4.92% 2,817 0.02
☰ IT.B - Gartner Inc. - B Reduce 5.92% 29,166 0.04
☰ WFC - Wells Fargo & Co. Reduce 6.24% 25,290 0.12
☰ TMJ - Torchmark Corp. Reduce 6.30% 1,502 0.01
☰ AXP - American Express Co. Reduce 6.40% 15,000 0.10
☰ FMCC - Freddie Mac Reduce 6.70% 15,149 0.19
☰ PVN - Providian Corp. Reduce 6.79% 2,435 0.02
☰ COF - Capital One Financial Corp. Reduce 6.80% 790 0.01
☰ MTG - MGIC Investment Corp. Reduce 6.81% 650 0.01
☰ BK - Bank of New York Reduce 6.83% 3,950 0.04
☰ 2942331Q - Bear Stearns Companies Reduce 6.86% 950 0.01
☰ GBLXQ - Global Crossing Ltd. Reduce 7.04% 10,329 0.03
☰ BEN - Franklin Resources, Inc. Reduce 7.08% 7,491 0.02
☰ 2727195Q - Household International Reduce 7.10% 4,256 0.05
☰ PNC - The PNC Financial Services Group, Inc. Reduce 7.24% 3,265 0.04
☰ SCHW - The Charles Schwab Corp. Reduce 7.36% 5,600 0.02
☰ LNC - Lincoln National Corp. Reduce 7.52% 1,753 0.01
☰ MEL - Mellon Financial Corp. Reduce 7.52% 5,375 0.04
☰ MRSH - Marsh & McLennan Companies, Inc. Reduce 7.53% 3,770 0.03
☰ FDCP - First Data Corp. Reduce 7.58% 13,090 0.15
☰ 9489 - At&t Reduce 7.62% 1,045 0.00
☰ NTRS - Northern Trust Corp. Reduce 7.71% 990 0.01
☰ 3621240Q - Bank One Corporation Reduce 7.73% 10,500 0.07
☰ NCC - National City Corp Reduce 7.77% 5,525 0.03
☰ KRB - MBNA Corp. Reduce 8.14% 8,300 0.05
☰ MER - Merrill Lynch & Co. Reduce 8.32% 7,536 0.08
☰ IBM - International Business Machines Corp. Reduce 8.78% 503 0.01
☰ SBC - SBC Communications Corp. Reduce 9.13% 758 0.01
☰ ALL - The Allstate Corp. Reduce 9.36% 9,429 0.08
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 10.67% 16,443 0.25
☰ BAC - Bank of America Corp. Reduce 11.23% 98,166 0.52
☰ AHP - American Home Products, Inc. Reduce 11.63% 15,013 0.17
☰ NVS - Novartis AG Reduce 12.83% 20,964 0.15
☰ GAP - The Gap, Inc. Reduce 14.63% 23,422 0.11
☰ BLS - Bellsouth Corp. Reduce 16.78% 1,229 0.01
☰ 3423152Q - Electronic Data Systems Reduce 19.28% 37,824 0.41
☰ LEHMQ - Lehman Brothers Reduce 19.88% 7,400 0.09
☰ FITB - Fifth Third Bancorp Reduce 23.19% 10,335 0.11
☰ SUU - Suntrust Banks Inc. Reduce 25.52% 10,135 0.13
☰ MTB - M&T Bank Corp. Reduce 28.57% 2,000 0.03
☰ KEY - KeyCorp Reduce 29.51% 22,450 0.11
☰ BRYG - Berkshire Hathaway - Class B Reduce 34.04% 404 0.17
☰ BOL - Bausch & Lomb Reduce 35.48% 71,133 0.63
☰ EFX - Equifax Inc. Reduce 41.05% 150,693 0.91
☰ PGR - The Progressive Corp. Reduce 59.84% 60,960 0.09
☰ 3285Q - J. P. Morgan Chase & Co. Sell 100.00% 261,633 2.26
☰ VSH - Vishay Intertechnology, Inc. Sell 100.00% 308,927 1.18
☰ STJ - St. Jude Medical Inc. Sell 100.00% 71,875 0.74
☰ WL - Wilmington Trust Sell 100.00% 796,207 0.50
☰ TFC - Truist Financial Corp. Sell 100.00% 28,590 0.19
☰ PBI - Pitney Bowes Inc. Sell 100.00% 26,515 0.18
☰ TROW - T. Rowe Price Group, Inc. Sell 100.00% 7,955 0.05
☰ MCD - McDonald's Corp. Sell 100.00% 8,800 0.05
☰ IBC - IBP, Inc. Sell 100.00% 10,000 0.03
Q1 2001
☰ SPL - Schering Plough Add 2631.49% 128,627 0.90
☰ WL - Wilmington Trust Add 2301.83% 763,057 0.48
☰ LEG - Leggett & Platt, Inc. Add 1198.07% 164,135 0.61
☰ GAP - The Gap, Inc. Add 242.35% 113,300 0.52
☰ CLE - Claire's Stores Add 211.55% 230,750 0.79
☰ MBI - MBIA Inc. Add 145.17% 45,750 0.47
☰ 950967Q - American General Corp. Add 101.76% 28,905 0.21
☰ MS - Morgan Stanley Add 86.68% 114,945 1.18
☰ 8138927Q - 3 Com Corp. Add 67.57% 304,450 0.34
☰ 3285Q - J. P. Morgan Chase & Co. Add 63.02% 101,140 0.87
☰ 2235894Q - Lucent Technologies Add 56.43% 154,683 0.30
☰ LUMN - Lumen Technologies, Inc. Add 50.92% 121,945 0.67
☰ 6684 - Hewlett-Packard Inc. Add 50.54% 107,435 0.65
☰ 365164Q - St. Paul Co. Add 43.73% 7,425 0.06
☰ FBF - Fleet Boston Financial Corp Add 43.33% 87,620 0.64
☰ SHW - The Sherwin-Williams Co. Add 41.57% 220,350 0.36
☰ 6686 - Motorola Inc Add 38.30% 141,765 0.39
☰ HUB - Chubb Corp. Add 36.86% 5,909 0.08
☰ HIG - The Hartford Insurance Group, Inc. Add 35.23% 6,845 0.08
☰ BSX - Boston Scientific Corp. Add 33.35% 335,410 0.65
☰ MET - MetLife, Inc. Add 29.66% 17,868 0.09
☰ 2307532Q - American Power Conversion Add 27.92% 129,875 0.32
☰ HNZ - H.J. Heinz Company Add 26.36% 45,450 0.35
☰ INTC - Intel Corp. Add 22.91% 4,100 0.02
☰ MSFT - Microsoft Corp. Add 18.94% 3,600 0.02
☰ JNJ - Johnson & Johnson Add 17.93% 14,914 0.13
☰ CSCO - Cisco Systems, Inc. Add 14.37% 1,800 0.01
☰ APTG - Adaptec Inc. Add 12.79% 75,725 0.13
☰ 748957Q - Pharmacia Corporation Add 12.64% 16,715 0.16
☰ KRB - MBNA Corp. Add 12.43% 11,275 0.07
☰ MCD - McDonald's Corp. Add 11.39% 900 0.00
☰ BAC - Bank of America Corp. Add 11.19% 87,978 0.46
☰ MAN - ManpowerGroup Inc. Add 10.76% 30,065 0.17
☰ VZ - Verizon Communications Inc. Add 10.70% 25,104 0.21
☰ ABT - Abbott Laboratories Add 9.96% 43,305 0.18
☰ 2727195Q - Household International Add 9.26% 5,075 0.06
☰ TROW - T. Rowe Price Group, Inc. Add 8.16% 1,200 0.00
☰ FMCC - Freddie Mac Add 8.05% 16,845 0.21
☰ 680884Q - Compaq Computer Add 7.00% 39,975 0.14
☰ AXP - American Express Co. Add 6.60% 14,510 0.10
☰ JPI - Jefferson-Pilot Corp. Add 5.67% 776 0.01
☰ BLS - Bellsouth Corp. Add 5.02% 350 0.00
☰ PFE - Pfizer Inc. Add 4.01% 450 0.00
☰ 6683 - General Electric Co. Add 3.72% 2,751 0.02
☰ NTRS - Northern Trust Corp. Add 3.63% 450 0.01
☰ CFC - Countrywide Credit Inds. Inc. Add 3.37% 465 0.00
☰ C - Citigroup Inc. Add 3.34% 1,969 0.17
☰ EFX - Equifax Inc. Add 3.22% 11,450 0.07
☰ BEN - Franklin Resources, Inc. Add 2.99% 3,075 0.01
☰ PVN - Providian Corp. Add 2.87% 1,000 0.01
☰ MER - Merrill Lynch & Co. Add 2.68% 2,365 0.03
☰ COF - Capital One Financial Corp. Add 2.65% 300 0.00
☰ SUNW - Sun Microsystems Inc. Add 2.54% 400 0.00
☰ GS - The Goldman Sachs Group, Inc. Add 2.34% 445 0.01
☰ WFC - Wells Fargo & Co. Add 2.19% 8,672 0.04
☰ FITB - Fifth Third Bancorp Add 1.94% 850 0.01
☰ KEY - KeyCorp Add 1.87% 1,400 0.01
☰ AAIG - American International Group I Add 1.64% 4,389 0.07
☰ CMA - Comerica Bank Add 1.62% 2,258 0.03
☰ MRSH - Marsh & McLennan Companies, Inc. Add 1.52% 750 0.01
☰ NVS - Novartis AG Add 1.52% 2,448 0.02
☰ WAMUQ - Washington Mutual Inc. Add 1.48% 1,108 0.01
☰ NCC - National City Corp Add 1.46% 1,025 0.01
☰ IT.B - Gartner Inc. - B Add 1.45% 7,050 0.01
☰ 3621240Q - Bank One Corporation Add 1.42% 1,900 0.01
☰ AHP - American Home Products, Inc. Add 1.33% 1,700 0.02
☰ SUU - Suntrust Banks Inc. Add 1.32% 519 0.01
☰ BK - Bank of New York Add 1.31% 750 0.01
☰ BRYG - Berkshire Hathaway - Class B Add 1.11% 13 0.01
☰ BOL - Bausch & Lomb Add 1.08% 2,150 0.02
☰ TMJ - Torchmark Corp. Add 1.06% 250 0.00
☰ LNC - Lincoln National Corp. Add 0.63% 147 0.00
☰ STT - State Street Corp. Add 0.46% 150 0.00
☰ FNMA - Federal Natl. Mortgage Assn. Add 0.41% 625 0.01
☰ IT - Gartner, Inc. Add 0.38% 1,400 0.00
☰ USB - U.S. Bancorp Buy 244,607 1.09
☰ SPNT - SiriusPoint Ltd. Buy 216,420 0.92
☰ CSC - Computer Sciences Corp. Buy 122,665 0.76
☰ AFL - Aflac Inc. Buy 58,750 0.16
☰ MTG - MGIC Investment Corp. Buy 9,550 0.13
☰ MTB - M&T Bank Corp. Buy 7,000 0.09
☰ SLE - Sara Lee Corporation Buy 2 0.09
☰ TXT - Textron Inc. Buy 12,770 0.07
☰ JANSX - Janus Fund Buy 10,610 0.06
☰ AMGN - Amgen Inc. Buy 4,420 0.05
☰ DIS - The Walt Disney Co. Buy 7,394 0.04
☰ PG - The Procter & Gamble Co. Buy 7,200 0.04
☰ IBC - IBP, Inc. Buy 10,000 0.03
☰ ODP - Office Depot Inc. Reduce 0.23% 550 0.00
☰ GBLXQ - Global Crossing Ltd. Reduce 0.38% 555 0.00
☰ ARW - Arrow Electronics, Inc. Reduce 0.72% 1,500 0.01
☰ IBM - International Business Machines Corp. Reduce 2.49% 146 0.00
☰ BIM - Biomet Reduce 3.23% 350 0.00
☰ MRKC - Merck & Co., Inc. Reduce 3.59% 1,750 0.03
☰ BMY - Bristol-Myers Squibb Co. Reduce 4.31% 1,912 0.03
☰ DOW - Dow Inc. Reduce 4.47% 495 0.00
☰ ALL - The Allstate Corp. Reduce 4.55% 4,802 0.04
☰ 9489 - At&t Reduce 4.64% 667 0.00
☰ KO - The Coca-Cola Co. Reduce 4.95% 2,908 0.02
☰ 41018Q - Wachovia Corp. Reduce 5.59% 6,825 0.08
☰ 2674129Q - Sky Financial Group Inc. Reduce 6.75% 1,288 0.00
☰ SBC - SBC Communications Corp. Reduce 9.78% 900 0.01
☰ PNC - The PNC Financial Services Group, Inc. Reduce 10.17% 5,105 0.07
☰ MEL - Mellon Financial Corp. Reduce 11.04% 8,872 0.09
☰ VSH - Vishay Intertechnology, Inc. Reduce 11.79% 41,283 0.12
☰ SCHW - The Charles Schwab Corp. Reduce 12.36% 10,725 0.06
☰ XOM - ExxonMobil Holdings Corp. Reduce 12.52% 6,200 0.05
☰ 3423152Q - Electronic Data Systems Reduce 16.04% 37,475 0.43
☰ 2676187Q - SouthTrust Corp. Reduce 18.90% 7,300 0.06
☰ FDCP - First Data Corp. Reduce 18.92% 40,285 0.42
☰ TFC - Truist Financial Corp. Reduce 20.27% 7,270 0.05
☰ LEHMQ - Lehman Brothers Reduce 22.26% 10,659 0.14
☰ BP - BP p.l.c. Reduce 36.46% 4,038 0.04
☰ PBI - Pitney Bowes Inc. Reduce 43.19% 20,155 0.13
☰ 2942331Q - Bear Stearns Companies Reduce 49.89% 13,795 0.14
☰ STJ - St. Jude Medical Inc. Reduce 63.48% 124,940 1.51
☰ SRM - Sensormatic Electronics Sell 100.00% 495,856 1.95
☰ 845780Q - Albertson's, Inc. Sell 100.00% 200,715 1.04
☰ 3277Q - J P Morgan Co. Sell 100.00% 26,159 0.85
☰ 3346Q - U.S. Bancorp Sell 100.00% 99,150 0.57
☰ SHX - Shaw Industries Sell 100.00% 138,450 0.52
☰ 3075558Q - Summit Bancorp Sell 100.00% 45,316 0.34
☰ BDX - Becton, Dickinson and Co. Sell 100.00% 10,785 0.07
☰ CL - Colgate-Palmolive Co. Sell 100.00% 5,200 0.07
☰ AME - AMETEK, Inc. Sell 100.00% 12,000 0.06
☰ QQQ - Invesco QQQ Trust Sell 100.00% 4,280 0.05
Q4 2000
☰ BSX - Boston Scientific Corp. Add 2127.08% 960,630 1.29
☰ 8138927Q - 3 Com Corp. Add 292.29% 335,700 0.56
☰ APTG - Adaptec Inc. Add 225.82% 410,475 0.83
☰ LEHMQ - Lehman Brothers Add 164.61% 29,782 0.40
☰ 41018Q - Wachovia Corp. Add 133.14% 69,680 0.80
☰ SUNW - Sun Microsystems Inc. Add 100.00% 7,860 0.04
☰ FBF - Fleet Boston Financial Corp Add 99.21% 100,704 0.74
☰ MBI - MBIA Inc. Add 98.11% 15,607 0.15
☰ 680884Q - Compaq Computer Add 91.36% 272,700 0.81
☰ MS - Morgan Stanley Add 47.12% 42,475 0.66
☰ 6686 - Motorola Inc Add 45.27% 115,355 0.46
☰ C - Citigroup Inc. Add 45.25% 18,378 1.84
☰ GS - The Goldman Sachs Group, Inc. Add 39.55% 5,400 0.11
☰ CMA - Comerica Bank Add 38.12% 38,515 0.45
☰ 3075558Q - Summit Bancorp Add 34.15% 11,535 0.09
☰ JPI - Jefferson-Pilot Corp. Add 33.04% 3,400 0.05
☰ TMJ - Torchmark Corp. Add 33.00% 5,850 0.04
☰ 365164Q - St. Paul Co. Add 32.40% 4,155 0.04
☰ 3285Q - J. P. Morgan Chase & Co. Add 31.44% 38,390 0.34
☰ 2942331Q - Bear Stearns Companies Add 31.38% 6,605 0.07
☰ NTRS - Northern Trust Corp. Add 30.92% 2,925 0.05
☰ WAMUQ - Washington Mutual Inc. Add 30.70% 17,541 0.18
☰ BEN - Franklin Resources, Inc. Add 30.63% 24,075 0.06
☰ CFC - Countrywide Credit Inds. Inc. Add 30.16% 3,200 0.03
☰ SUU - Suntrust Banks Inc. Add 30.14% 9,078 0.11
☰ BK - Bank of New York Add 30.09% 13,193 0.14
☰ MEL - Mellon Financial Corp. Add 30.02% 18,550 0.18
☰ MER - Merrill Lynch & Co. Add 29.78% 20,250 0.27
☰ FITB - Fifth Third Bancorp Add 29.75% 10,025 0.12
☰ 2676187Q - SouthTrust Corp. Add 29.72% 8,850 0.07
☰ 950967Q - American General Corp. Add 29.67% 6,500 0.10
☰ KRB - MBNA Corp. Add 29.57% 20,700 0.15
☰ 3346Q - U.S. Bancorp Add 29.44% 22,550 0.13
☰ 2727195Q - Household International Add 29.38% 12,450 0.13
☰ 3621240Q - Bank One Corporation Add 29.37% 30,425 0.22
☰ KEY - KeyCorp Add 29.13% 16,845 0.09
☰ STT - State Street Corp. Add 29.05% 7,350 0.09
☰ PNC - The PNC Financial Services Group, Inc. Add 28.98% 11,280 0.16
☰ TFC - Truist Financial Corp. Add 28.95% 8,050 0.06
☰ WFC - Wells Fargo & Co. Add 28.95% 89,090 0.49
☰ AAIG - American International Group I Add 28.61% 59,515 1.15
☰ SBC - SBC Communications Corp. Add 28.27% 2,028 0.02
☰ NCC - National City Corp Add 28.07% 15,365 0.09
☰ HIG - The Hartford Insurance Group, Inc. Add 28.00% 4,250 0.06
☰ ALL - The Allstate Corp. Add 27.94% 23,058 0.20
☰ PGR - The Progressive Corp. Add 27.86% 22,200 0.04
☰ 3277Q - J P Morgan Co. Add 27.55% 5,650 0.18
☰ NVS - Novartis AG Add 27.52% 34,736 0.22
☰ BRYG - Berkshire Hathaway - Class B Add 27.19% 251 0.12
☰ AXP - American Express Co. Add 26.83% 46,475 0.44
☰ MRSH - Marsh & McLennan Companies, Inc. Add 26.56% 10,350 0.12
☰ INTC - Intel Corp. Add 19.66% 2,940 0.02
☰ 9489 - At&t Add 19.62% 2,359 0.01
☰ BLS - Bellsouth Corp. Add 19.34% 1,130 0.01
☰ ARW - Arrow Electronics, Inc. Add 17.97% 31,780 0.18
☰ LNC - Lincoln National Corp. Add 17.78% 3,495 0.03
☰ BAC - Bank of America Corp. Add 17.21% 115,466 0.52
☰ HUB - Chubb Corp. Add 17.14% 2,345 0.04
☰ FNMA - Federal Natl. Mortgage Assn. Add 16.06% 21,225 0.36
☰ 2674129Q - Sky Financial Group Inc. Add 14.76% 2,453 0.01
☰ JNJ - Johnson & Johnson Add 13.03% 9,590 0.10
☰ BP - BP p.l.c. Add 12.61% 1,240 0.01
☰ VZ - Verizon Communications Inc. Add 12.48% 26,034 0.23
☰ MAN - ManpowerGroup Inc. Add 11.52% 28,875 0.22
☰ FDCP - First Data Corp. Add 9.75% 18,920 0.20
☰ FMCC - Freddie Mac Add 9.32% 17,845 0.24
☰ CL - Colgate-Palmolive Co. Add 8.33% 800 0.01
☰ ABT - Abbott Laboratories Add 6.04% 24,770 0.11
☰ HNZ - H.J. Heinz Company Add 5.77% 9,400 0.09
☰ LUMN - Lumen Technologies, Inc. Add 5.60% 12,700 0.09
☰ PFE - Pfizer Inc. Add 4.93% 527 0.00
☰ DOW - Dow Inc. Add 4.68% 495 0.00
☰ VSH - Vishay Intertechnology, Inc. Add 4.52% 15,151 0.05
☰ 3423152Q - Electronic Data Systems Add 4.43% 9,915 0.11
☰ 6683 - General Electric Co. Add 1.71% 1,247 0.01
☰ EFX - Equifax Inc. Add 1.02% 3,575 0.02
☰ AHP - American Home Products, Inc. Add 0.71% 900 0.01
☰ KO - The Coca-Cola Co. Add 0.69% 400 0.00
☰ MSFT - Microsoft Corp. Add 0.13% 24 0.00
☰ 6684 - Hewlett-Packard Inc. Buy 212,575 1.32
☰ 2307532Q - American Power Conversion Buy 465,175 1.13
☰ SHW - The Sherwin-Williams Co. Buy 530,100 0.91
☰ 2235894Q - Lucent Technologies Buy 274,116 0.73
☰ IT - Gartner, Inc. Buy 370,625 0.50
☰ PVN - Providian Corp. Buy 34,850 0.39
☰ CLE - Claire's Stores Buy 109,075 0.38
☰ MET - MetLife, Inc. Buy 60,251 0.37
☰ PBI - Pitney Bowes Inc. Buy 46,670 0.30
☰ GAP - The Gap, Inc. Buy 46,750 0.23
☰ TROW - T. Rowe Price Group, Inc. Buy 14,710 0.06
☰ LEG - Leggett & Platt, Inc. Buy 13,700 0.05
☰ MCD - McDonald's Corp. Buy 7,900 0.05
☰ QQQ - Invesco QQQ Trust Buy 4,280 0.05
☰ ODP - Office Depot Inc. Reduce 0.55% 1,325 0.00
☰ MRKC - Merck & Co., Inc. Reduce 0.56% 275 0.00
☰ WL - Wilmington Trust Reduce 0.60% 200 0.00
☰ 748957Q - Pharmacia Corporation Reduce 0.63% 841 0.01
☰ XOM - ExxonMobil Holdings Corp. Reduce 1.57% 790 0.01
☰ BIM - Biomet Reduce 3.56% 400 0.00
☰ 845780Q - Albertson's, Inc. Reduce 4.06% 8,500 0.04
☰ SCHW - The Charles Schwab Corp. Reduce 4.75% 4,325 0.04
☰ IBM - International Business Machines Corp. Reduce 8.33% 534 0.01
☰ SPL - Schering Plough Reduce 8.43% 450 0.01
☰ GBLXQ - Global Crossing Ltd. Reduce 13.45% 22,905 0.17
☰ CSCO - Cisco Systems, Inc. Reduce 15.65% 2,325 0.03
☰ BDX - Becton, Dickinson and Co. Reduce 18.02% 3,090 0.02
☰ BOL - Bausch & Lomb Reduce 19.00% 46,525 0.43
☰ STJ - St. Jude Medical Inc. Reduce 24.10% 62,510 0.76
☰ SRM - Sensormatic Electronics Reduce 24.86% 164,024 0.59
☰ BMY - Bristol-Myers Squibb Co. Reduce 27.13% 16,497 0.22
☰ COF - Capital One Financial Corp. Reduce 35.47% 6,225 0.10
☰ IT.B - Gartner Inc. - B Reduce 36.03% 273,275 0.71
☰ SHX - Shaw Industries Reduce 53.71% 160,612 0.71
☰ 3253Q - Aetna Inc. Sell 100.00% 86,909 1.21
☰ MAT - Mattel, Inc. Sell 100.00% 410,316 1.10
☰ AFS - Associates First Capital Corp. Sell 100.00% 77,742 0.71
☰ TUPBQ - Tupperware Corp. Sell 100.00% 131,410 0.57
☰ CI - The Cigna Group Sell 100.00% 14,370 0.36
☰ AGRE - American Greetings - A Sell 100.00% 55,200 0.23
☰ AOL - America Online Sell 100.00% 4,550 0.06
☰ AMGN - Amgen Inc. Sell 100.00% 2,920 0.05
☰ 253647Q - Time Warner Sell 100.00% 2,600 0.05
Q3 2000
☰ AAIG - American International Group I Add 6983.28% 205,099 4.71
☰ C - Citigroup Inc. Add 2321.94% 38,939 5.05
☰ FNMA - Federal Natl. Mortgage Assn. Add 1412.04% 123,455 2.12
☰ 3277Q - J P Morgan Co. Add 801.10% 18,233 0.71
☰ FMCC - Freddie Mac Add 399.74% 153,200 1.99
☰ 41018Q - Wachovia Corp. Add 396.30% 41,790 0.57
☰ HNZ - H.J. Heinz Company Add 346.00% 126,480 1.12
☰ BAC - Bank of America Corp. Add 178.85% 430,270 2.70
☰ AXP - American Express Co. Add 174.49% 110,121 1.40
☰ LUMN - Lumen Technologies, Inc. Add 144.77% 134,140 0.88
☰ HUB - Chubb Corp. Add 127.54% 7,670 0.15
☰ BOL - Bausch & Lomb Add 73.18% 103,469 0.97
☰ BIM - Biomet Add 60.71% 4,250 0.04
☰ EFX - Equifax Inc. Add 27.55% 76,050 0.49
☰ SBC - SBC Communications Corp. Add 24.49% 1,411 0.02
☰ 845780Q - Albertson's, Inc. Add 22.69% 38,690 0.19
☰ MSFT - Microsoft Corp. Add 15.87% 2,600 0.02
☰ IBM - International Business Machines Corp. Add 15.54% 862 0.02
☰ SRM - Sensormatic Electronics Add 13.20% 76,950 0.28
☰ 9489 - At&t Add 10.77% 1,169 0.01
☰ XOM - ExxonMobil Holdings Corp. Add 10.09% 4,612 0.05
☰ 3423152Q - Electronic Data Systems Add 9.72% 19,825 0.20
☰ SPL - Schering Plough Add 9.21% 450 0.01
☰ PFE - Pfizer Inc. Add 8.86% 870 0.01
☰ WL - Wilmington Trust Add 6.29% 1,975 0.03
☰ APTG - Adaptec Inc. Add 4.35% 7,585 0.04
☰ BMY - Bristol-Myers Squibb Co. Add 3.63% 2,132 0.03
☰ IT.B - Gartner Group Inc. - B Add 3.55% 26,000 0.07
☰ 6686 - Motorola Inc Add 3.51% 8,650 0.06
☰ FDCP - First Data Corp. Add 3.46% 6,495 0.06
☰ AOL - America Online Add 2.25% 100 0.00
☰ MAN - ManpowerGroup Inc. Add 2.16% 5,300 0.04
☰ 8138927Q - 3 Com Corp. Add 2.09% 2,350 0.01
☰ KO - The Coca-Cola Co. Add 1.94% 1,110 0.01
☰ 680884Q - Compaq Computer Add 1.76% 5,175 0.03
☰ ABT - Abbott Laboratories Add 1.46% 5,903 0.03
☰ INTC - Intel Corp. Add 1.36% 200 0.00
☰ CSCO - Cisco Systems, Inc. Add 1.19% 175 0.00
☰ AHP - American Home Products, Inc. Add 1.03% 1,295 0.02
☰ ARW - Arrow Electronics, Inc. Add 1.01% 1,775 0.01
☰ VZ - Verizon Communications Inc. Buy 208,591 2.18
☰ MS - Morgan Stanley Buy 90,138 1.98
☰ WFC - Wells Fargo & Co. Buy 307,718 1.70
☰ 3285Q - Chase Manahattan Corp. Buy 122,103 1.35
☰ MER - Merrill Lynch & Co. Buy 68,006 1.08
☰ 3621240Q - Bank One Corporation Buy 103,581 0.96
☰ FBF - Fleet Boston Financial Corp Buy 101,502 0.95
☰ SCHW - The Charles Schwab Corp. Buy 91,125 0.78
☰ AFS - Associates First Capital Corp. Buy 77,742 0.71
☰ ALL - The Allstate Corp. Buy 82,535 0.69
☰ MEL - Mellon Financial Corp. Buy 61,797 0.69
☰ KRB - MBNA Corp. Buy 70,010 0.65
☰ LEHMQ - Lehman Brothers Buy 18,092 0.64
☰ MRSH - Marsh & McLennan Companies, Inc. Buy 38,970 0.62
☰ PNC - The PNC Financial Services Group, Inc. Buy 38,925 0.61
☰ BK - Bank of New York Buy 43,850 0.59
☰ 2727195Q - Household International Buy 42,380 0.58
☰ WAMUQ - Washington Mutual Inc. Buy 57,137 0.55
☰ BRYG - Berkshire Hathaway - Class B Buy 923 0.46
☰ FITB - Fifth Third Bancorp Buy 33,700 0.44
☰ 3346Q - U.S. Bancorp Buy 76,600 0.42
☰ 950967Q - American General Corp. Buy 21,905 0.41
☰ STT - State Street Corp. Buy 25,300 0.39
☰ GS - The Goldman Sachs Group, Inc. Buy 13,655 0.37
☰ CI - The Cigna Group Buy 43,110 0.36
☰ SUU - Suntrust Banks Inc. Buy 30,116 0.36
☰ KEY - KeyCorp Buy 57,830 0.35
☰ 2942331Q - Bear Stearns Companies Buy 21,047 0.32
☰ COF - Capital One Financial Corp. Buy 17,550 0.30
☰ NCC - National City Corp Buy 54,733 0.29
☰ 3075558Q - Summit Bancorp Buy 33,781 0.28
☰ BEN - Franklin Resources, Inc. Buy 78,600 0.28
☰ HIG - The Hartford Insurance Group, Inc. Buy 15,180 0.27
☰ LNC - Lincoln National Corp. Buy 19,658 0.23
☰ 2676187Q - SouthTrust Corp. Buy 29,775 0.22
☰ NTRS - Northern Trust Corp. Buy 9,460 0.20
☰ TFC - Truist Financial Corp. Buy 27,810 0.20
☰ JPI - Jefferson-Pilot Corp. Buy 10,290 0.17
☰ 365164Q - St. Paul Co. Buy 12,825 0.15
☰ PGR - The Progressive Corp. Buy 79,680 0.13
☰ TMJ - Torchmark Corp. Buy 17,727 0.12
☰ CFC - Countrywide Credit Inds. Inc. Buy 10,610 0.10
☰ BSX - Boston Scientific Corp. Buy 45,162 0.09
☰ BDX - Becton, Dickinson and Co. Buy 17,151 0.08
☰ 253647Q - Time Warner Buy 2,600 0.05
☰ AMGN - Amgen Inc. Buy 2,920 0.05
☰ VSH - Vishay Intertechnology, Inc. Reduce 0.16% 543 0.01
☰ MAT - Mattel, Inc. Reduce 0.25% 1,025 0.01
☰ JNJ - Johnson & Johnson Reduce 0.27% 200 0.00
☰ GBLXQ - Global Crossing Ltd. Reduce 0.35% 600 0.01
☰ 748957Q - Pharmacia Corporation Reduce 0.49% 660 0.01
☰ CMA - Comerica Bank Reduce 1.01% 1,030 0.02
☰ AGRE - American Greetings - A Reduce 1.16% 650 0.00
☰ 6683 - General Electric Co. Reduce 1.20% 881 0.02
☰ STJ - St. Jude Medical Inc. Reduce 1.76% 4,650 0.08
☰ MRKC - Merck & Co., Inc. Reduce 2.44% 1,225 0.04
☰ MBI - MBIA Inc. Reduce 3.19% 525 0.01
☰ 3253Q - Aetna Inc. Reduce 4.69% 4,275 0.11
☰ SHX - Shaw Industries Reduce 6.52% 20,875 0.10
☰ BP - BP p.l.c. Reduce 11.69% 1,302 0.03
☰ TUPBQ - Tupperware Corp. Reduce 21.04% 35,025 0.30
☰ NVS - Novartis AG Reduce 22.72% 37,109 0.74
☰ ODP - Office Depot Inc. Reduce 57.17% 323,450 0.80
☰ ALU - Alcatel SA Sell 100.00% 148,195 3.88
☰ EKDKQ - Eastman Kodak, Co. Sell 100.00% 114,262 2.67
☰ 9486 - Bell Atlantic Corp. Sell 100.00% 71,742 1.43
☰ 3161655Q - Mandalay Resort Group Sell 100.00% 85,975 0.68
☰ TYI - Tyco International LTD. Sell 100.00% 19,200 0.36
☰ 571300Q - GTE Corp. Sell 100.00% 13,232 0.32
☰ TXN - Texas Instruments Inc. Sell 100.00% 3,800 0.10
☰ WCOEQ - WorldCom Inc. Sell 100.00% 5,134 0.09
☰ KSE - Keyspan Corp. Sell 100.00% 6,794 0.08
☰ ADI - Analog Devices, Inc. Sell 100.00% 2,632 0.08
☰ TSTY - Tasty Baking Co. Sell 100.00% 10,935 0.06
Q2 2000
☰ 6686 - Motorola Inc Add 268.95% 179,455 2.05
☰ DOW - Dow Inc. Add 176.48% 6,752 0.08
☰ 6683 - General Electric Co. Add 167.47% 46,080 0.96
☰ 3423152Q - Electronic Data Systems Add 66.32% 81,300 1.32
☰ 680884Q - Compaq Computer Add 64.69% 115,215 1.16
☰ 9486 - Bell Atlantic Corp. Add 52.77% 24,780 0.50
☰ FMCC - Freddie Mac Add 45.01% 11,895 0.19
☰ IT.B - Gartner Group Inc. - B Add 31.64% 176,050 0.68
☰ PFE - Pfizer Inc. Add 30.34% 2,286 0.04
☰ AAIG - American International Group I Add 23.66% 562 0.03
☰ BAC - Bank of America Corp. Add 17.22% 35,350 0.30
☰ MBI - MBIA Inc. Add 11.68% 1,718 0.02
☰ HNZ - H.J. Heinz Company Add 11.01% 3,625 0.06
☰ CMA - Comerica Bank Add 10.79% 9,943 0.18
☰ JNJ - Johnson & Johnson Add 10.08% 6,760 0.14
☰ INTC - Intel Corp. Add 7.74% 1,060 0.03
☰ 9489 - At&t Add 6.47% 660 0.01
☰ TXN - Texas Instruments Inc. Add 5.56% 200 0.01
☰ BMY - Bristol-Myers Squibb Co. Add 5.23% 2,914 0.06
☰ EFX - Equifax Inc. Add 3.50% 9,325 0.10
☰ SBC - SBC Communications Corp. Add 3.41% 190 0.00
☰ MAN - ManpowerGroup Inc. Add 3.27% 7,775 0.10
☰ BOL - Bausch & Lomb Add 3.08% 4,230 0.13
☰ MSFT - Microsoft Corp. Add 2.50% 400 0.01
☰ 845780Q - Albertson's, Inc. Add 2.49% 4,150 0.05
☰ 3277Q - J P Morgan Co. Add 2.48% 55 0.00
☰ ODP - Office Depot Inc. Add 2.22% 12,300 0.03
☰ IBM - International Business Machines Corp. Add 1.54% 84 0.00
☰ CSCO - Cisco Systems, Inc. Add 1.38% 200 0.01
☰ C - Citigroup Inc. Add 0.36% 6 0.00
☰ ARW - Arrow Electronics, Inc. Add 0.07% 125 0.00
☰ 748957Q - Pharmacia Corporation Buy 133,772 2.72
☰ APTG - Adaptec Inc. Buy 174,185 1.56
☰ LUMN - Lumen Technologies, Inc. Buy 92,660 1.05
☰ BP - BP p.l.c. Buy 11,136 0.25
☰ SPL - Schering Plough Buy 4,888 0.10
☰ AES - The AES Corp. Buy 4,944 0.09
☰ WCOEQ - WorldCom Inc. Buy 5,134 0.09
☰ KSE - Keyspan Corp. Buy 6,794 0.08
☰ SRM - Sensormatic Electronics Reduce 0.02% 125 0.00
☰ 8138927Q - 3 Com Corp. Reduce 0.18% 200 0.00
☰ AHP - American Home Products, Inc. Reduce 0.28% 350 0.01
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.59% 272 0.00
☰ 3253Q - Aetna Inc. Reduce 0.92% 850 0.02
☰ AGRE - American Greetings - A Reduce 0.98% 550 0.00
☰ KO - The Coca-Cola Co. Reduce 1.03% 598 0.01
☰ EKDKQ - Eastman Kodak, Co. Reduce 1.13% 1,305 0.03
☰ SUNW - Sun Microsystems Inc. Reduce 1.26% 100 0.00
☰ GBLXQ - Global Crossing Ltd. Reduce 1.62% 2,805 0.04
☰ MRKC - Merck & Co., Inc. Reduce 1.76% 900 0.02
☰ ABT - Abbott Laboratories Reduce 1.89% 7,797 0.05
☰ MAT - Mattel, Inc. Reduce 2.01% 8,450 0.03
☰ FDCP - First Data Corp. Reduce 2.05% 3,925 0.07
☰ WL - Wilmington Trust Reduce 3.24% 1,050 0.02
☰ AXP - American Express Co. Reduce 3.78% 2,481 0.04
☰ SHX - Shaw Industries Reduce 4.41% 14,753 0.09
☰ 3161655Q - Mandalay Resort Group Reduce 6.73% 6,200 0.04
☰ STJ - St. Jude Medical Inc. Reduce 10.58% 31,240 0.31
☰ HUB - Chubb Corp. Reduce 12.06% 825 0.02
☰ TUPBQ - Tupperware Corp. Reduce 13.34% 25,625 0.15
☰ BLS - Bellsouth Corp. Reduce 13.50% 912 0.02
☰ ALU - Alcatel SA Reduce 16.34% 28,935 0.47
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 17.85% 1,900 0.04
☰ VSH - Vishay Intertechnology, Inc. Reduce 23.31% 101,981 1.44
☰ 41018Q - Wachovia Corp. Reduce 31.68% 4,890 0.13
☰ ADI - Analog Devices, Inc. Reduce 39.24% 1,700 0.05
☰ NVS - Novartis AG Reduce 49.53% 160,303 1.53
☰ 597946Q - Sterling Software Sell 100.00% 260,725 3.24
☰ 285939Q - Pharmacia/Upjohn Sell 100.00% 110,993 2.51
☰ IV - Mark IV Industries Inc. Sell 100.00% 286,151 2.40
☰ TOY - Toys "R" Us Sell 100.00% 184,630 1.04
☰ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 69,750 0.99
☰ 3621240Q - Bank One Corporation Sell 100.00% 42,139 0.55
☰ 300583Q - Atlantic Richfield Co. Sell 100.00% 4,900 0.16
☰ UNH - UnitedHealth Group Inc. Sell 100.00% 6,150 0.14
☰ 253647Q - Time Warner Sell 100.00% 2,600 0.10
☰ SPNT - SiriusPoint Ltd. Sell 100.00% 3,726 0.09
☰ 3285Q - Chase Manahattan Corp. Sell 100.00% 2,512 0.08
☰ LDDS - MCI WorldCom Inc. Sell 100.00% 4,484 0.08
Q1 2000
☰ ABT - Abbott Laboratories Add 400.72% 329,783 1.98
☰ JNJ - Johnson & Johnson Add 312.59% 50,790 0.68
☰ EFX - Equifax Inc. Add 236.86% 187,535 1.80
☰ AGRE - American Greetings - A Add 200.80% 37,650 0.26
☰ NVS - Novartis AG Add 150.72% 194,541 1.86
☰ IT.B - Gartner Group Inc. - B Add 134.91% 319,600 1.61
☰ MBI - MBIA Inc. Add 73.32% 6,225 0.08
☰ HUB - Chubb Corp. Add 11.86% 725 0.02
☰ DOW - Dow Inc. Add 10.07% 350 0.02
☰ KO - The Coca-Cola Co. Add 7.43% 3,996 0.04
☰ CMA - Comerica Bank Add 3.50% 3,113 0.05
☰ MAT - Mattel, Inc. Add 1.33% 5,491 0.02
☰ FMCC - Freddie Mac Buy 26,430 0.44
☰ HNZ - H.J. Heinz Company Buy 32,930 0.44
☰ UNH - UnitedHealth Group Inc. Buy 49,200 0.14
☰ TXN - Texas Instruments Inc. Buy 3,600 0.11
☰ BIM - Biomet Buy 7,000 0.10
☰ MRKC - Merck & Co., Inc. Reduce 2.37% 1,242 0.03
☰ 680884Q - Compaq Computer Reduce 2.78% 5,100 0.05
☰ C - Citigroup Inc. Reduce 4.24% 74 0.01
☰ STJ - St. Jude Medical Inc. Reduce 5.84% 18,325 0.18
☰ TYI - Tyco International LTD. Reduce 6.20% 1,270 0.02
☰ SUNW - Sun Microsystems Inc. Reduce 7.01% 600 0.02
☰ BOL - Bausch & Lomb Reduce 8.56% 12,834 0.29
☰ BAC - Bank of America Corp. Reduce 8.79% 19,776 0.16
☰ CSCO - Cisco Systems, Inc. Reduce 8.93% 1,420 0.02
☰ 845780Q - Albertson's, Inc. Reduce 9.49% 17,450 0.18
☰ 9486 - Bell Atlantic Corp. Reduce 11.70% 6,224 0.13
☰ 300583Q - Atlantic Richfield Co. Reduce 11.79% 655 0.02
☰ ODP - Office Depot Inc. Reduce 11.93% 74,950 0.27
☰ MAN - ManpowerGroup Inc. Reduce 12.11% 32,735 0.40
☰ 597946Q - Sterling Software Reduce 12.65% 37,775 0.39
☰ SPNT - SiriusPoint Ltd. Reduce 12.90% 552 0.01
☰ AHP - American Home Products, Inc. Reduce 13.28% 19,225 0.25
☰ IV - Mark IV Industries Inc. Reduce 13.49% 44,612 0.26
☰ TUPBQ - Tupperware Corp. Reduce 14.64% 32,950 0.18
☰ 253647Q - Time Warner Reduce 14.75% 450 0.01
☰ ALU - Alcatel SA Reduce 14.96% 31,150 0.46
☰ SRM - Sensormatic Electronics Reduce 15.33% 105,525 0.60
☰ 571300Q - GTE Corp. Reduce 15.35% 2,400 0.06
☰ VSH - Vishay Intertechnology, Inc. Reduce 15.47% 80,090 0.55
☰ 3423152Q - Electronic Data Systems Reduce 15.96% 23,280 0.51
☰ FDCP - First Data Corp. Reduce 16.15% 36,865 0.59
☰ EKDKQ - Eastman Kodak, Co. Reduce 16.22% 22,379 0.48
☰ SHX - Shaw Industries Reduce 16.25% 64,930 0.33
☰ INTC - Intel Corp. Reduce 17.27% 2,860 0.04
☰ TOY - Toys "R" Us Reduce 17.80% 39,975 0.19
☰ 3621240Q - Bank One Corporation Reduce 18.00% 9,249 0.10
☰ 3285Q - Chase Manahattan Corp. Reduce 18.81% 582 0.01
☰ 8138927Q - 3 Com Corp. Reduce 19.94% 28,075 0.43
☰ 285939Q - Pharmacia/Upjohn Reduce 20.69% 28,949 0.43
☰ 3253Q - Aetna Inc. Reduce 20.88% 24,285 0.44
☰ GBLXQ - Global Crossing Ltd. Reduce 20.96% 46,045 0.75
☰ 3161655Q - Mandalay Resort Group Reduce 21.77% 25,650 0.17
☰ 6686 - Motorola Inc Reduce 22.57% 19,450 0.94
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 22.97% 83,200 0.24
☰ MSFT - Microsoft Corp. Reduce 23.24% 4,840 0.09
☰ AME - AMETEK, Inc. Reduce 25.00% 27,000 0.02
☰ ARW - Arrow Electronics, Inc. Reduce 26.93% 64,500 0.54
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 28.10% 4,160 0.08
☰ 6683 - General Electric Co. Reduce 29.97% 11,777 0.60
☰ WL - Wilmington Trust Reduce 31.16% 14,675 0.23
☰ AAIG - American International Group I Reduce 32.20% 1,128 0.04
☰ XOM - ExxonMobil Holdings Corp. Reduce 34.19% 23,890 0.31
☰ 9489 - At&t Reduce 35.36% 5,579 0.09
☰ SBC - SBC Communications Corp. Reduce 44.34% 4,439 0.07
☰ BLS - Bellsouth Corp. Reduce 49.31% 6,572 0.10
☰ AOL - America Online Reduce 49.72% 4,400 0.11
☰ BMY - Bristol-Myers Squibb Co. Reduce 55.02% 68,222 1.36
☰ AXP - American Express Co. Reduce 61.66% 105,471 1.67
☰ IBM - International Business Machines Corp. Reduce 65.72% 10,471 0.35
☰ 3277Q - J P Morgan Co. Reduce 72.04% 5,722 0.24
☰ SLB - SLB N.V. Sell 100.00% 73,395 1.35
☰ 2951 - Philip Morris Co., Inc. Sell 100.00% 148,985 1.12
☰ PRDCQ - Polaroid Inc. Sell 100.00% 140,183 0.86
☰ 920479Q - Lone Star Steakhouse & Saloon Sell 100.00% 169,475 0.49
☰ 2942331Q - Bear Stearns Companies Sell 100.00% 24,325 0.34
☰ ZZEDW - Associated Group - Class B Sell 100.00% 9,000 0.27
☰ 2235894Q - Lucent Technologies Sell 100.00% 8,431 0.21
☰ 6684 - Hewlett-Packard Inc. Sell 100.00% 5,475 0.20
☰ WMT - Walmart Inc. Sell 100.00% 8,390 0.19
☰ PG - The Procter & Gamble Co. Sell 100.00% 5,162 0.19
☰ DD - DuPont de Nemours, Inc. Sell 100.00% 6,749 0.15
☰ BK - Bank of New York Sell 100.00% 10,870 0.14
☰ AMGN - Amgen Inc. Sell 100.00% 7,000 0.14
☰ WLA - Warner-Lambert Company Sell 100.00% 5,081 0.14
☰ BDX - Becton, Dickinson and Co. Sell 100.00% 13,400 0.12
☰ NLOK - Symantec Corp. Sell 100.00% 5,500 0.11
☰ MH - Minnesota Mining and Manufactu Sell 100.00% 3,078 0.10
☰ DIS - The Walt Disney Co. Sell 100.00% 10,117 0.10
☰ CARY - Carey International Sell 100.00% 11,900 0.09
☰ MER - Merrill Lynch & Co. Sell 100.00% 3,430 0.09
☰ PEG - Public Service Enterprise Group Inc. Sell 100.00% 6,984 0.08
☰ PEP - PepsiCo, Inc. Sell 100.00% 6,621 0.08
☰ GLW - Corning Inc. Sell 100.00% 1,780 0.08
☰ GPUI - GPU Inc. Sell 100.00% 7,699 0.07
☰ BAX - Baxter International Inc. Sell 100.00% 3,360 0.07
☰ PPG - PPG Industries, Inc. Sell 100.00% 3,300 0.07
☰ MCD - McDonald's Corp. Sell 100.00% 4,800 0.06
☰ HD - The Home Depot, Inc. Sell 100.00% 2,490 0.06
☰ UCFC - United Community Financial Sell 100.00% 15,887 0.05
☰ USON - US Oncology Inc. Sell 100.00% 10,500 0.02
Q4 1999
☰ ABT - Abbott Laboratories Add 318.24% 62,620 0.33
☰ TYI - Tyco International LTD. Add 111.03% 10,770 0.14
☰ AOL - America Online Add 109.47% 4,625 0.11
☰ SUNW - Sun Microsystems Inc. Add 106.27% 4,410 0.11
☰ CMA - Comerica Bank Add 79.55% 39,435 0.60
☰ MSFT - Microsoft Corp. Add 73.16% 8,800 0.17
☰ SBC - SBC Communications Corp. Add 64.52% 3,926 0.06
☰ 680884Q - Compaq Computer Add 54.01% 64,250 0.57
☰ MAT - Mattel, Inc. Add 52.92% 143,370 0.62
☰ 3253Q - Aetna Inc. Add 42.45% 34,665 0.63
☰ 2942331Q - Bear Stearns Companies Add 41.61% 7,148 0.10
☰ BAC - Bank of America Corp. Add 17.30% 33,188 0.27
☰ EKDKQ - Eastman Kodak, Co. Add 17.20% 20,245 0.44
☰ DIS - The Walt Disney Co. Add 16.09% 1,421 0.01
☰ STJ - St. Jude Medical Inc. Add 15.96% 43,150 0.43
☰ C - Citigroup Inc. Add 15.03% 228 0.03
☰ BOL - Bausch & Lomb Add 12.85% 17,075 0.38
☰ JNJ - Johnson & Johnson Add 12.46% 1,800 0.03
☰ AHP - American Home Products, Inc. Add 12.40% 15,976 0.21
☰ TUPBQ - Tupperware Corp. Add 12.32% 24,675 0.14
☰ PEG - Public Service Enterprise Group Inc. Add 8.87% 1,138 0.01
☰ 2951 - Philip Morris Co., Inc. Add 8.02% 11,065 0.08
☰ DD - DuPont de Nemours, Inc. Add 8.00% 839 0.01
☰ PEP - PepsiCo, Inc. Add 7.29% 450 0.01
☰ PSMT - PriceSmart, Inc. Add 6.62% 500 0.01
☰ WLA - Warner-Lambert Company Add 6.19% 296 0.01
☰ 2235894Q - Lucent Technologies Add 5.65% 451 0.01
☰ FNMA - Federal Natl. Mortgage Assn. Add 4.96% 700 0.01
☰ 3161655Q - Mandalay Resort Group Add 3.33% 3,800 0.03
☰ 597946Q - Sterling Software Add 2.90% 8,400 0.09
☰ 285939Q - Pharmacia/Upjohn Add 2.87% 3,900 0.06
☰ 9489 - At&t Add 1.94% 300 0.00
☰ MRKC - Merck & Co., Inc. Add 1.16% 600 0.01
☰ SHX - Shaw Industries Add 0.80% 3,183 0.02
☰ 6683 - General Electric Co. Add 0.61% 240 0.01
☰ FDCP - First Data Corp. Add 0.22% 510 0.01
☰ ODP - Office Depot Inc. Buy 628,450 2.26
☰ 845780Q - Albertson's, Inc. Buy 183,825 1.94
☰ IT.B - Gartner Group Inc. - B Buy 236,900 1.03
☰ XOM - ExxonMobil Holdings Corp. Buy 69,874 0.92
☰ EFX - Equifax Inc. Buy 79,175 0.61
☰ CSCO - Cisco Systems, Inc. Buy 15,900 0.28
☰ AGRE - American Greetings - A Buy 18,750 0.14
☰ 2674129Q - Sky Financial Group Inc. Buy 16,615 0.11
☰ MBI - MBIA Inc. Buy 8,490 0.10
☰ GLW - Corning Inc. Buy 5,340 0.08
☰ LDDS - MCI WorldCom Inc. Buy 4,484 0.08
☰ 253647Q - Time Warner Buy 3,050 0.07
☰ ADI - Analog Devices, Inc. Buy 4,332 0.07
☰ PPG - PPG Industries, Inc. Buy 6,600 0.07
☰ HD - The Home Depot, Inc. Buy 2,490 0.06
☰ 807830Q - Pelican Financial Inc. Buy 15,000 0.02
☰ KO - The Coca-Cola Co. Reduce 0.09% 50 0.00
☰ AAIG - American International Group I Reduce 0.37% 13 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.55% 2,000 0.00
☰ 9486 - Bell Atlantic Corp. Reduce 0.64% 340 0.01
☰ SLB - SLB N.V. Reduce 0.74% 1,100 0.01
☰ 8138927Q - 3 Com Corp. Reduce 0.81% 1,150 0.01
☰ 571300Q - GTE Corp. Reduce 0.84% 132 0.00
☰ NVS - Novartis AG Reduce 0.90% 1,171 0.01
☰ 3423152Q - Electronic Data Systems Reduce 0.93% 1,375 0.03
☰ WL - Wilmington Trust Reduce 0.95% 450 0.01
☰ MAN - ManpowerGroup Inc. Reduce 1.01% 2,747 0.03
☰ 6686 - Motorola Inc Reduce 1.15% 1,000 0.03
☰ ALU - Alcatel SA Reduce 1.35% 2,850 0.03
☰ SRM - Sensormatic Electronics Reduce 1.39% 9,725 0.05
☰ BLS - Bellsouth Corp. Reduce 1.48% 200 0.00
☰ AMGN - Amgen Inc. Reduce 2.78% 200 0.00
☰ VSH - Vishay Intertechnology, Inc. Reduce 3.18% 17,010 0.10
☰ WMT - Walmart Inc. Reduce 3.45% 900 0.01
☰ PG - The Procter & Gamble Co. Reduce 3.73% 400 0.01
☰ 3285Q - Chase Manahattan Corp. Reduce 5.84% 192 0.01
☰ TOY - Toys "R" Us Reduce 6.20% 14,850 0.08
☰ IV - Mark IV Industries Inc. Reduce 6.77% 24,025 0.18
☰ INTC - Intel Corp. Reduce 7.28% 1,300 0.02
☰ ARW - Arrow Electronics, Inc. Reduce 9.79% 26,000 0.17
☰ MCD - McDonald's Corp. Reduce 12.73% 700 0.01
☰ AXP - American Express Co. Reduce 16.79% 34,525 0.51
☰ 920479Q - Lone Star Steakhouse & Saloon Reduce 21.02% 45,100 0.13
☰ PFE - Pfizer Inc. Reduce 26.79% 2,757 0.04
☰ 3277Q - J P Morgan Co. Reduce 35.65% 4,400 0.19
☰ NLOK - Symantec Corp. Reduce 36.42% 3,150 0.04
☰ 3621240Q - Bank One Corporation Reduce 37.38% 30,675 0.40
☰ PRDCQ - Polaroid Inc. Reduce 46.50% 121,851 1.18
☰ GBLXQ - Global Crossing Ltd. Reduce 56.37% 283,880 2.81
☰ OSU - O'Sullivan Industries Sell 100.00% 637,500 3.57
☰ SLMD - SpaceLabs Medical Sell 100.00% 302,750 1.71
☰ 5050 - Exxon Corporation Sell 100.00% 31,939 0.91
☰ OLS - Olsten Corp. Sell 100.00% 157,150 0.61
☰ CKECQ - Carmike Cinemas Sell 100.00% 74,600 0.37
☰ MGNB - Mahoning National Bancorporati Sell 100.00% 9,100 0.13
☰ 3891289Q - Mobil Corp. Sell 100.00% 2,347 0.09
☰ SNA - Snap-on Inc. Sell 100.00% 6,700 0.08
☰ 3054Q - Ameritech Sell 100.00% 2,896 0.07
☰ EBAS - Ebasone Corp. Sell 100.00% 10,000 0.01
Q3 1999
☰ AHP - American Home Products, Inc. Add 422.76% 104,190 1.61
☰ 680884Q - Compaq Computer Add 131.50% 67,575 0.58
☰ 3621240Q - Bank One Corporation Add 89.36% 38,725 0.50
☰ BLS - Bellsouth Corp. Add 39.83% 3,853 0.06
☰ MAT - Mattel, Inc. Add 36.35% 72,230 0.51
☰ GPUI - GPU Inc. Add 34.53% 1,976 0.02
☰ 8138927Q - 3 Com Corp. Add 25.13% 28,500 0.31
☰ AAIG - American International Group I Add 24.90% 701 0.02
☰ PSMT - PriceSmart, Inc. Add 24.79% 1,500 0.02
☰ C - Citigroup Inc. Add 23.74% 291 0.04
☰ MAN - ManpowerGroup Inc. Add 16.21% 38,100 0.41
☰ TOY - Toys "R" Us Add 13.75% 28,950 0.16
☰ BAC - Bank of America Corp. Add 8.65% 15,270 0.16
☰ 3253Q - Aetna Inc. Add 7.84% 5,936 0.11
☰ 9489 - At&t Add 6.39% 930 0.02
☰ DIS - The Walt Disney Co. Add 5.32% 446 0.00
☰ PEP - PepsiCo, Inc. Add 5.11% 300 0.00
☰ 920479Q - Lone Star Steakhouse & Saloon Add 4.61% 9,450 0.03
☰ DD - DuPont de Nemours, Inc. Add 4.61% 462 0.01
☰ SHX - Shaw Industries Add 4.22% 16,050 0.10
☰ MH - Minnesota Mining and Manufactu Add 3.71% 110 0.00
☰ MSFT - Microsoft Corp. Add 3.44% 400 0.01
☰ ABT - Abbott Laboratories Add 2.71% 519 0.00
☰ 285939Q - Pharmacia/Upjohn Add 2.56% 3,397 0.06
☰ 571300Q - GTE Corp. Add 1.64% 254 0.01
☰ STJ - St. Jude Medical Inc. Add 1.16% 3,100 0.04
☰ INTC - Intel Corp. Add 1.13% 200 0.00
☰ BOL - Bausch & Lomb Add 1.08% 1,425 0.04
☰ 2951 - Philip Morris Co., Inc. Add 1.06% 1,450 0.02
☰ TEVA - Teva Pharmaceutical Industries Ltd. Add 1.05% 3,800 0.01
☰ 3277Q - J P Morgan Co. Add 0.65% 80 0.00
☰ JNJ - Johnson & Johnson Add 0.26% 38 0.00
☰ AOL - America Online Add 0.24% 10 0.00
☰ 3285Q - Chase Manahattan Corp. Add 0.12% 4 0.00
☰ GBLXQ - Global Crossing Ltd. Buy 503,605 4.98
☰ 597946Q - Sterling Software Buy 290,100 2.17
☰ TYI - Tyco International LTD. Buy 9,700 0.37
☰ 2942331Q - Bear Stearns Companies Buy 17,177 0.25
☰ SBC - SBC Communications Corp. Buy 6,085 0.12
☰ TSTY - Tasty Baking Co. Buy 10,935 0.05
☰ USON - US Oncology Inc. Buy 10,500 0.04
☰ MRKC - Merck & Co., Inc. Reduce 0.19% 100 0.00
☰ SRM - Sensormatic Electronics Reduce 0.21% 1,500 0.01
☰ BMY - Bristol-Myers Squibb Co. Reduce 0.34% 420 0.01
☰ 6683 - General Electric Co. Reduce 0.35% 136 0.01
☰ ALU - Alcatel SA Reduce 0.45% 950 0.01
☰ NVS - Novartis AG Reduce 0.51% 670 0.01
☰ 3423152Q - Electronic Data Systems Reduce 0.61% 900 0.02
☰ 6686 - Motorola Inc Reduce 0.71% 625 0.02
☰ 3161655Q - Mandalay Resort Group Reduce 0.74% 850 0.01
☰ OSU - O'Sullivan Industries Reduce 0.74% 4,750 0.03
☰ CMA - Comerica Bank Reduce 0.75% 375 0.01
☰ FDCP - First Data Corp. Reduce 0.91% 2,100 0.04
☰ AXP - American Express Co. Reduce 0.94% 1,960 0.03
☰ EKDKQ - Eastman Kodak, Co. Reduce 0.94% 1,113 0.03
☰ PRDCQ - Polaroid Inc. Reduce 0.95% 2,500 0.02
☰ SUNW - Sun Microsystems Inc. Reduce 1.19% 50 0.00
☰ IBM - International Business Machines Corp. Reduce 1.29% 209 0.01
☰ WL - Wilmington Trust Reduce 1.35% 650 0.01
☰ 9486 - Bell Atlantic Corp. Reduce 1.41% 766 0.02
☰ 5050 - Exxon Corporation Reduce 1.97% 642 0.02
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 2.08% 300 0.01
☰ ARW - Arrow Electronics, Inc. Reduce 2.35% 6,375 0.04
☰ TUPBQ - Tupperware Corp. Reduce 2.35% 4,825 0.04
☰ 300583Q - Atlantic Richfield Co. Reduce 2.63% 150 0.00
☰ IV - Mark IV Industries Inc. Reduce 2.88% 10,525 0.08
☰ 41018Q - Wachovia Corp. Reduce 3.44% 550 0.02
☰ 3891289Q - Mobil Corp. Reduce 4.09% 100 0.00
☰ MCD - McDonald's Corp. Reduce 5.17% 300 0.00
☰ PG - The Procter & Gamble Co. Reduce 6.13% 700 0.01
☰ 2235894Q - Lucent Technologies Reduce 7.84% 679 0.02
☰ CKECQ - Carmike Cinemas Reduce 8.30% 6,750 0.04
☰ 3054Q - Ameritech Reduce 9.39% 300 0.01
☰ SLB - SLB N.V. Reduce 9.57% 15,650 0.16
☰ SLMD - SpaceLabs Medical Reduce 16.25% 58,750 0.38
☰ VSH - Vishay Intertechnology, Inc. Reduce 36.36% 305,469 1.50
☰ OLS - Olsten Corp. Reduce 73.03% 425,627 0.93
☰ 3546Q - Frontier Corp. Sell 100.00% 261,400 5.30
☰ LRCX - Lam Research Corp. Sell 100.00% 93,625 1.51
☰ 2946Q - Banctec Inc. Sell 100.00% 205,150 1.27
☰ GDW - Golden West Financial Sell 100.00% 5,190 0.18
☰ SPY - State Street SPDR S&P 500 ETF Trust Sell 100.00% 2,670 0.13
☰ BWE - Bancwest Corp. Sell 100.00% 9,800 0.13
☰ 253647Q - Time Warner Sell 100.00% 3,200 0.08
☰ WFC - Wells Fargo & Co. Sell 100.00% 5,015 0.07
Q2 1999
☰ 3621240Q - Bank One Corporation Add 789.90% 38,468 0.79
☰ 680884Q - Compaq Computer Add 751.08% 45,350 0.37
☰ MAN - ManpowerGroup Inc. Add 153.21% 142,175 1.11
☰ 8138927Q - 3 Com Corp. Add 118.97% 61,625 0.57
☰ SPNT - SiriusPoint Ltd. Add 100.00% 2,139 0.04
☰ SUNW - Sun Microsystems Inc. Add 100.00% 2,100 0.05
☰ 9489 - At&t Add 61.59% 5,544 0.11
☰ 2235894Q - Lucent Technologies Add 55.15% 3,078 0.07
☰ MAT - Mattel, Inc. Add 29.55% 45,325 0.41
☰ OLS - Olsten Corp. Add 23.92% 112,500 0.25
☰ PG - The Procter & Gamble Co. Add 17.48% 1,700 0.03
☰ AOL - America Online Add 17.08% 615 0.02
☰ ABT - Abbott Laboratories Add 13.76% 2,317 0.02
☰ PFE - Pfizer Inc. Add 9.22% 869 0.01
☰ DIS - The Walt Disney Co. Add 7.81% 608 0.01
☰ MSFT - Microsoft Corp. Add 6.80% 740 0.01
☰ JNJ - Johnson & Johnson Add 5.88% 800 0.01
☰ PRDCQ - Polaroid Inc. Add 4.88% 12,300 0.12
☰ AAIG - American International Group I Add 4.57% 123 0.00
☰ ALU - Alcatel SA Add 4.09% 8,325 0.08
☰ BAX - Baxter International Inc. Add 3.70% 442 0.00
☰ SLB - SLB N.V. Add 3.64% 5,750 0.06
☰ EKDKQ - Eastman Kodak, Co. Add 2.27% 2,640 0.06
☰ 5050 - Exxon Corporation Add 1.78% 570 0.02
☰ PEP - PepsiCo, Inc. Add 1.73% 100 0.00
☰ HUB - Chubb Corp. Add 1.66% 100 0.00
☰ KO - The Coca-Cola Co. Add 1.13% 600 0.01
☰ 300583Q - Atlantic Richfield Co. Add 0.97% 55 0.00
☰ 6683 - General Electric Co. Add 0.80% 312 0.01
☰ TUPBQ - Tupperware Corp. Add 0.42% 850 0.01
☰ CMA - Comerica Bank Add 0.30% 150 0.00
☰ 920479Q - Lone Star Steakhouse & Saloon Add 0.22% 450 0.00
☰ BAC - Bank of America Corp. Buy 176,548 2.24
☰ 3161655Q - Mandalay Resort Group Buy 114,875 0.84
☰ SPY - State Street SPDR S&P 500 ETF Trust Buy 2,670 0.13
☰ MH - Minnesota Mining and Manufactu Buy 2,968 0.09
☰ MCD - McDonald's Corp. Buy 5,800 0.08
☰ NLOK - Symantec Corp. Buy 8,650 0.08
☰ SNA - Snap-on Inc. Buy 6,700 0.08
☰ PSMT - PriceSmart, Inc. Buy 6,050 0.07
☰ WFC - Wells Fargo & Co. Buy 10,030 0.07
☰ EBAS - Ebasone Corp. Buy 10,000 0.00
☰ 3277Q - J P Morgan Co. Reduce 0.61% 75 0.00
☰ 571300Q - GTE Corp. Reduce 0.64% 100 0.00
☰ MRKC - Merck & Co., Inc. Reduce 0.71% 370 0.01
☰ CL - Colgate-Palmolive Co. Reduce 1.03% 100 0.00
☰ BMY - Bristol-Myers Squibb Co. Reduce 1.29% 1,629 0.04
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.42% 5,200 0.01
☰ 9486 - Bell Atlantic Corp. Reduce 2.06% 1,144 0.02
☰ NVS - Novartis AG Reduce 2.33% 3,125 0.03
☰ STJ - St. Jude Medical Inc. Reduce 2.90% 7,975 0.08
☰ INTC - Intel Corp. Reduce 3.50% 640 0.01
☰ WMT - Walmart Inc. Reduce 4.30% 1,170 0.01
☰ 285939Q - Pharmacia/Upjohn Reduce 4.39% 6,085 0.15
☰ BLS - Bellsouth Corp. Reduce 4.44% 450 0.01
☰ ARW - Arrow Electronics, Inc. Reduce 4.63% 13,200 0.08
☰ SHX - Shaw Industries Reduce 4.63% 18,450 0.14
☰ SRM - Sensormatic Electronics Reduce 4.65% 34,100 0.13
☰ BOL - Bausch & Lomb Reduce 4.69% 6,475 0.17
☰ LRCX - Lam Research Corp. Reduce 4.76% 140,250 0.05
☰ IV - Mark IV Industries Inc. Reduce 4.87% 18,688 0.10
☰ 6686 - Motorola Inc Reduce 5.13% 4,750 0.14
☰ TOY - Toys "R" Us Reduce 5.24% 11,650 0.09
☰ AXP - American Express Co. Reduce 5.50% 12,082 0.17
☰ 3423152Q - Electronic Data Systems Reduce 5.83% 9,175 0.18
☰ 41018Q - Wachovia Corp. Reduce 5.89% 1,000 0.03
☰ FDCP - First Data Corp. Reduce 6.12% 15,000 0.26
☰ VSH - Vishay Intertechnology, Inc. Reduce 6.17% 55,290 0.17
☰ BWE - Bancwest Corp. Reduce 6.22% 650 0.01
☰ OSU - O'Sullivan Industries Reduce 6.25% 42,850 0.24
☰ SLMD - SpaceLabs Medical Reduce 6.55% 25,350 0.17
☰ 2951 - Philip Morris Co., Inc. Reduce 6.75% 9,875 0.14
☰ IBM - International Business Machines Corp. Reduce 6.76% 1,171 0.04
☰ WL - Wilmington Trust Reduce 6.77% 3,500 0.08
☰ PEG - Public Service Enterprise Group Inc. Reduce 7.06% 974 0.01
☰ 3253Q - Aetna Inc. Reduce 7.57% 6,201 0.21
☰ AMGN - Amgen Inc. Reduce 10.00% 800 0.01
☰ CKECQ - Carmike Cinemas Reduce 10.46% 9,500 0.07
☰ 3891289Q - Mobil Corp. Reduce 10.56% 289 0.01
☰ 2946Q - Banctec Inc. Reduce 10.87% 25,025 0.12
☰ 3054Q - Ameritech Reduce 17.97% 700 0.02
☰ GPUI - GPU Inc. Reduce 23.74% 1,782 0.03
☰ 3546Q - Frontier Corp. Reduce 24.70% 85,750 1.78
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 25.58% 4,950 0.14
☰ WLA - Warner-Lambert Company Reduce 45.03% 3,920 0.10
☰ GDW - Golden West Financial Reduce 63.19% 8,910 0.34
☰ CTB - Cooper Tire & Rubber Sell 100.00% 294,775 2.16
☰ EPIE - Eskimo Pie Corporation Sell 100.00% 141,400 0.40
☰ JNC-W - John Nuveen Co. Cl. A Sell 100.00% 10,050 0.17
☰ 3459Q - Browning-Ferris Inds. Sell 100.00% 10,000 0.15
☰ CSCO - Cisco Systems, Inc. Sell 100.00% 2,450 0.11
☰ ED - Consolidated Edison, Inc. Sell 100.00% 5,400 0.10
☰ 2745Q - AirTouch Communications, Inc. Sell 100.00% 2,226 0.09
☰ SPL - Schering Plough Sell 100.00% 3,736 0.08
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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