$124 Million is the total value of Kistler-Tiffany Companies, LLC's 583 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 13.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $9,836,000 | +20.3% | 127,181 | +14.2% | 7.94% | +13.3% |
SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $6,768,000 | +12.5% | 98,170 | +8.1% | 5.46% | +6.0% |
VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $5,146,000 | +19.1% | 73,933 | +13.3% | 4.15% | +12.3% |
WST | Buy | WEST PHARMACEUTICAL SVSC INC | $4,392,000 | +17.2% | 106,724 | +100.0% | 3.54% | +10.4% |
JNJ | Buy | JOHNSON & JOHNSON | $3,153,000 | +1.6% | 36,373 | +0.6% | 2.54% | -4.3% |
IDV | Buy | ISHARES TRdj intl sel divd | $2,849,000 | +33.9% | 78,582 | +17.5% | 2.30% | +26.1% |
VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $2,658,000 | +4.6% | 46,227 | +2.6% | 2.14% | -1.4% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,469,000 | +7.8% | 28,164 | +1.6% | 1.99% | +1.6% |
GE | Buy | GENERAL ELECTRIC CO | $2,422,000 | +3.7% | 101,371 | +0.7% | 1.96% | -2.2% |
MRK | Buy | MERCK & CO INC NEW | $2,181,000 | +30.5% | 45,821 | +27.4% | 1.76% | +23.0% |
PEP | Buy | PEPSICO INC | $1,922,000 | +0.8% | 24,174 | +3.7% | 1.55% | -5.0% |
CVX | Buy | CHEVRON CORP NEW | $1,710,000 | +5.9% | 14,078 | +3.1% | 1.38% | -0.2% |
GLD | Buy | SPDR GOLD TRUST | $1,703,000 | +12.5% | 13,287 | +4.5% | 1.38% | +6.0% |
AMGN | Buy | AMGEN INC | $1,421,000 | +13.5% | 12,696 | +0.0% | 1.15% | +7.0% |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $1,207,000 | +20.2% | 79,873 | +11.4% | 0.97% | +13.3% |
IXC | Buy | ISHARES TRs&p gbl ener | $1,177,000 | +69.4% | 28,684 | +58.0% | 0.95% | +59.7% |
VNQ | Buy | VANGUARD INDEX FDSreit etf | $1,152,000 | -3.2% | 17,423 | +0.7% | 0.93% | -8.7% |
MO | Buy | ALTRIA GROUP INC | $1,144,000 | +0.5% | 33,307 | +2.4% | 0.92% | -5.3% |
PG | Buy | PROCTER & GAMBLE CO | $1,103,000 | +4.2% | 14,586 | +6.1% | 0.89% | -1.9% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,091,000 | +1.0% | 5,892 | +4.2% | 0.88% | -4.8% |
PFE | Buy | PFIZER INC | $1,083,000 | +5.5% | 37,709 | +2.8% | 0.87% | -0.7% |
HDV | Buy | ISHARES TRhgh div eqt fd | $1,062,000 | +2.4% | 16,024 | +2.5% | 0.86% | -3.5% |
4945SC | Buy | KINDER MORGAN ENERGY PARTNERut ltd partner | $1,000,000 | +7.6% | 12,526 | +15.2% | 0.81% | +1.4% |
PM | Buy | PHILIP MORRIS INTL INC | $894,000 | +7.3% | 10,324 | +7.3% | 0.72% | +1.3% |
CAT | Buy | CATERPILLAR INC DEL | $793,000 | +3.3% | 9,513 | +2.1% | 0.64% | -2.7% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $755,000 | +22.2% | 7,003 | +5.3% | 0.61% | +15.1% |
KO | Buy | COCA COLA CO | $615,000 | +10.4% | 16,222 | +16.7% | 0.50% | +4.0% |
ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $582,000 | +3.6% | 9,418 | +3.5% | 0.47% | -2.3% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $537,000 | +31.6% | 6,957 | +19.0% | 0.43% | +24.1% |
INTC | Buy | INTEL CORP | $525,000 | +0.2% | 22,904 | +5.9% | 0.42% | -5.6% |
VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $501,000 | +15.7% | 12,648 | +3.9% | 0.40% | +8.9% |
PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $474,000 | +50.0% | 8,997 | +58.7% | 0.38% | +41.3% |
IGF | Buy | ISHARES TRs&p glo infras | $473,000 | +20.7% | 12,518 | +12.4% | 0.38% | +13.7% |
QCOM | Buy | QUALCOMM INC | $470,000 | +31.7% | 6,986 | +19.4% | 0.38% | +23.9% |
MMM | Buy | 3M CO | $458,000 | +9.6% | 3,834 | +0.2% | 0.37% | +3.4% |
TTE | Buy | TOTAL S Asponsored adr | $444,000 | +35.8% | 7,664 | +14.1% | 0.36% | +27.9% |
MSFT | Buy | MICROSOFT CORP | $437,000 | +2.3% | 13,125 | +6.1% | 0.35% | -3.6% |
WFC | Buy | WELLS FARGO & CO NEW | $431,000 | +9.9% | 10,429 | +9.7% | 0.35% | +3.6% |
DD | Buy | DU PONT E I DE NEMOURS & CO | $426,000 | +39.2% | 7,270 | +24.9% | 0.34% | +31.3% |
EWC | Buy | ISHARES INCmsci cda index | $415,000 | +8.1% | 14,670 | +0.0% | 0.34% | +1.8% |
CVS | Buy | CVS CAREMARK CORPORATION | $392,000 | +21.7% | 6,905 | +22.8% | 0.32% | +14.5% |
JPM | Buy | JPMORGAN CHASE & CO | $385,000 | +20.7% | 7,447 | +23.2% | 0.31% | +13.9% |
MCD | Buy | MCDONALDS CORP | $364,000 | +43.3% | 3,780 | +47.3% | 0.29% | +34.9% |
DIS | Buy | DISNEY WALT CO | $360,000 | +22.0% | 5,588 | +19.8% | 0.29% | +15.0% |
ABBV | Buy | ABBVIE INC | $341,000 | +7.9% | 7,634 | +0.0% | 0.28% | +1.5% |
BMY | Buy | BRISTOL MYERS SQUIBB CO | $331,000 | +3.8% | 7,148 | +0.2% | 0.27% | -2.2% |
CSCO | Buy | CISCO SYS INC | $309,000 | +7.3% | 13,198 | +11.6% | 0.25% | +0.8% |
SLB | Buy | SCHLUMBERGER LTD | $286,000 | +39.5% | 3,235 | +13.1% | 0.23% | +31.2% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $285,000 | -0.7% | 3,495 | +0.3% | 0.23% | -6.5% |
KMB | Buy | KIMBERLY CLARK CORP | $282,000 | +10.6% | 2,994 | +14.2% | 0.23% | +4.6% |
EMR | Buy | EMERSON ELEC CO | $283,000 | +46.6% | 4,369 | +23.5% | 0.23% | +38.2% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $282,000 | +34.3% | 1,679 | +28.3% | 0.23% | +26.7% |
WTR | Buy | AQUA AMERICA INC | $270,000 | -1.1% | 10,919 | +25.1% | 0.22% | -6.8% |
COST | Buy | COSTCO WHSL CORP NEW | $267,000 | +4.3% | 2,315 | +0.1% | 0.22% | -1.4% |
GOOGL | Buy | GOOGLE INCcl a | $243,000 | +8.5% | 277 | +9.1% | 0.20% | +2.1% |
ABT | Buy | ABBOTT LABS | $241,000 | -4.7% | 7,255 | +0.1% | 0.20% | -10.1% |
AXP | Buy | AMERICAN EXPRESS CO | $210,000 | +11.1% | 2,780 | +9.9% | 0.17% | +4.3% |
SLV | Buy | ISHARES SILVER TRUSTishares | $207,000 | +66.9% | 9,905 | +51.5% | 0.17% | +57.5% |
ZTS | Buy | ZOETIS INCcl a | $159,000 | +12.0% | 5,106 | +10.8% | 0.13% | +4.9% |
DEO | Buy | DIAGEO P L Cspon adr new | $158,000 | +11.3% | 1,240 | +0.4% | 0.13% | +4.9% |
NVS | Buy | NOVARTIS A Gsponsored adr | $155,000 | +43.5% | 2,021 | +32.9% | 0.12% | +34.4% |
RAD | Buy | RITE AID CORP | $151,000 | +84.1% | 31,800 | +10.4% | 0.12% | +74.3% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $150,000 | +22.0% | 1,645 | +15.4% | 0.12% | +15.2% |
DE | Buy | DEERE & CO | $148,000 | +13.0% | 1,819 | +12.9% | 0.12% | +6.2% |
YUM | Buy | YUM BRANDS INC | $144,000 | +3.6% | 2,014 | +0.4% | 0.12% | -2.5% |
CL | Buy | COLGATE PALMOLIVE CO | $132,000 | +3.1% | 2,234 | +0.3% | 0.11% | -2.7% |
SIRI | Buy | SIRIUS XM RADIO INC | $133,000 | +15.7% | 34,347 | +0.3% | 0.11% | +9.2% |
WBK | Buy | WESTPAC BKG CORPsponsored adr | $133,000 | +95.6% | 4,335 | +736.9% | 0.11% | +84.5% |
AET | Buy | AETNA INC NEW | $130,000 | +0.8% | 2,038 | +0.2% | 0.10% | -4.5% |
PCL | Buy | PLUM CREEK TIMBER CO INC | $129,000 | +0.8% | 2,756 | +0.4% | 0.10% | -5.5% |
ACN | Buy | ACCENTURE PLC IRELAND | $124,000 | +53.1% | 1,679 | +48.7% | 0.10% | +44.9% |
F | Buy | FORD MTR CO DEL | $119,000 | +9.2% | 7,048 | +0.1% | 0.10% | +3.2% |
AMLP | Buy | ALPS ETF TRalerian mlp | $118,000 | +26.9% | 6,691 | +28.8% | 0.10% | +18.8% |
ETN | Buy | EATON CORP PLC | $116,000 | +866.7% | 1,688 | +797.9% | 0.09% | +840.0% |
PPL | Buy | PPL CORP | $116,000 | +0.9% | 3,822 | +0.9% | 0.09% | -4.1% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $113,000 | +71.2% | 1,556 | +62.8% | 0.09% | +59.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $108,000 | +47.9% | 1,510 | +34.8% | 0.09% | +38.1% |
RIO | Buy | RIO TINTO PLCsponsored adr | $106,000 | +37.7% | 2,182 | +16.1% | 0.09% | +30.3% |
BDX | Buy | BECTON DICKINSON & CO | $104,000 | +447.4% | 1,042 | +442.7% | 0.08% | +425.0% |
BFB | Buy | BROWN FORMAN CORPcl b | $101,000 | +50.7% | 1,488 | +50.6% | 0.08% | +43.9% |
TWX | Buy | TIME WARNER INC | $94,000 | +17.5% | 1,429 | +3.1% | 0.08% | +10.1% |
WM | Buy | WASTE MGMT INC DEL | $92,000 | +109.1% | 2,221 | +102.6% | 0.07% | +94.7% |
NPBC | Buy | NATIONAL PENN BANCSHARES INC | $89,000 | +8800.0% | 8,835 | +6802.3% | 0.07% | +7100.0% |
UNP | Buy | UNION PAC CORP | $82,000 | +41.4% | 525 | +40.0% | 0.07% | +32.0% |
KRFT | Buy | KRAFT FOODS GROUP INC | $80,000 | +19.4% | 1,521 | +27.6% | 0.06% | +14.0% |
IYW | Buy | ISHARES TRdj us tech sec | $80,000 | +8.1% | 1,010 | +0.3% | 0.06% | +3.2% |
FE | Buy | FIRSTENERGY CORP | $78,000 | +5.4% | 2,132 | +8.0% | 0.06% | 0.0% |
DUK | Buy | DUKE ENERGY CORP NEW | $74,000 | +42.3% | 1,110 | +42.9% | 0.06% | +33.3% |
ETP | Buy | ENERGY TRANSFER PRTNRS L Punit ltd partn | $74,000 | +25.4% | 1,428 | +22.6% | 0.06% | +17.6% |
F113PS | Buy | COVIDIEN PLC | $73,000 | +1360.0% | 1,198 | +1541.1% | 0.06% | +1375.0% |
GILD | Buy | GILEAD SCIENCES INC | $72,000 | +100.0% | 1,140 | +63.6% | 0.06% | +87.1% |
RCI | Buy | ROGERS COMMUNICATIONS INCcl b | $71,000 | +2266.7% | 1,648 | +2068.4% | 0.06% | +1800.0% |
AFL | Buy | AFLAC INC | $69,000 | +7.8% | 1,111 | +0.1% | 0.06% | +1.8% |
EMC | Buy | E M C CORP MASS | $68,000 | +13.3% | 2,654 | +3.9% | 0.06% | +7.8% |
BLK | Buy | BLACKROCK INC | $66,000 | +247.4% | 245 | +226.7% | 0.05% | +231.2% |
SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $64,000 | +30.6% | 2,614 | +13.7% | 0.05% | +23.8% |
TRI | Buy | THOMSON REUTERS CORP | $61,000 | +29.8% | 1,729 | +20.2% | 0.05% | +22.5% |
APH | Buy | AMPHENOL CORP NEWcl a | $59,000 | 0.0% | 768 | +2.1% | 0.05% | -5.9% |
RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $59,000 | +210.5% | 904 | +197.4% | 0.05% | +200.0% |
SU | Buy | SUNCOR ENERGY INC NEW | $58,000 | +48.7% | 1,624 | +23.6% | 0.05% | +42.4% |
DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $51,000 | +4.1% | 335 | +0.6% | 0.04% | -2.4% |
CHRW | Buy | C H ROBINSON WORLDWIDE INC | $50,000 | +13.6% | 834 | +6.4% | 0.04% | +5.3% |
RAI | Buy | REYNOLDS AMERICAN INC | $49,000 | +2.1% | 1,001 | +0.4% | 0.04% | -2.4% |
BPL | Buy | BUCKEYE PARTNERS L Punit ltd partn | $47,000 | +80.8% | 722 | +93.6% | 0.04% | +72.7% |
BBBY | Buy | BED BATH & BEYOND INC | $47,000 | +20.5% | 610 | +10.9% | 0.04% | +15.2% |
BK | Buy | BANK NEW YORK MELLON CORP | $46,000 | +31.4% | 1,508 | +20.4% | 0.04% | +23.3% |
GPC | New | GENUINE PARTS CO | $46,000 | – | 565 | +100.0% | 0.04% | – |
SO | Buy | SOUTHERN CO | $45,000 | +45.2% | 1,090 | +53.7% | 0.04% | +33.3% |
POM | Buy | PEPCO HOLDINGS INC | $45,000 | -6.2% | 2,418 | +0.8% | 0.04% | -12.2% |
TJX | Buy | TJX COS INC NEW | $45,000 | +542.9% | 797 | +442.2% | 0.04% | +500.0% |
SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $43,000 | – | 1,380 | +100.0% | 0.04% | – |
LBAI | Buy | LAKELAND BANCORP INC | $40,000 | +8.1% | 3,592 | +0.6% | 0.03% | 0.0% |
OKS | Buy | ONEOK PARTNERS LPunit ltd partn | $39,000 | +34.5% | 735 | +26.7% | 0.03% | +24.0% |
SLW | Buy | SILVER WHEATON CORP | $39,000 | +56.0% | 1,579 | +23.1% | 0.03% | +47.6% |
BNS | Buy | BANK N S HALIFAX | $37,000 | +48.0% | 647 | +38.0% | 0.03% | +42.9% |
ORAN | New | ORANGEsponsored adr | $37,000 | – | 2,985 | +100.0% | 0.03% | – |
DCMYY | Buy | NTT DOCOMO INCspons adr | $35,000 | +45.8% | 2,183 | +41.9% | 0.03% | +33.3% |
MAT | New | MATTEL INC | $32,000 | – | 775 | +100.0% | 0.03% | – |
AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $31,000 | -3.1% | 694 | +1.2% | 0.02% | -7.4% |
CM | New | CDN IMPERIAL BK OF COMMERCE | $28,000 | – | 350 | +100.0% | 0.02% | – |
EIX | Buy | EDISON INTL | $28,000 | +3.7% | 600 | +8.3% | 0.02% | 0.0% |
DRI | New | DARDEN RESTAURANTS INC | $29,000 | – | 625 | +100.0% | 0.02% | – |
WIN | Buy | WINDSTREAM CORP | $26,000 | +52.9% | 3,251 | +47.9% | 0.02% | +40.0% |
NE | Buy | NOBLE CORPORATION BAARnamen -akt | $25,000 | +66.7% | 667 | +66.8% | 0.02% | +53.8% |
WU | Buy | WESTERN UN CO | $25,000 | +56.2% | 1,346 | +48.2% | 0.02% | +42.9% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $23,000 | +9.5% | 417 | +3.0% | 0.02% | +5.6% |
RPAI | New | RETAIL PPTYS AMER INCcl a | $23,000 | – | 1,692 | +100.0% | 0.02% | – |
ACNB | Buy | ACNB CORP | $23,000 | 0.0% | 1,360 | +0.4% | 0.02% | -5.0% |
FTI | Buy | FMC TECHNOLOGIES INC | $22,000 | 0.0% | 400 | +2.6% | 0.02% | -5.3% |
BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $22,000 | +4.8% | 577 | +0.3% | 0.02% | 0.0% |
BDN | Buy | BRANDYWINE RLTY TRsh ben int new | $22,000 | 0.0% | 1,685 | +5.8% | 0.02% | -5.3% |
DXJ | Buy | WISDOMTREE TRUSTjapn hedge eqt | $22,000 | +214.3% | 461 | +205.3% | 0.02% | +200.0% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $20,000 | +42.9% | 196 | +34.2% | 0.02% | +33.3% |
BKH | New | BLACK HILLS CORP | $20,000 | – | 400 | +100.0% | 0.02% | – |
IEF | New | ISHARES TR7-10 y tr cd etf | $18,000 | – | 172 | +100.0% | 0.02% | – |
BCS | Buy | BARCLAYS PLCadr | $19,000 | +35.7% | 1,125 | +39.1% | 0.02% | +25.0% |
BBL | Buy | BHP BILLITON PLCsponsored adr | $19,000 | +18.8% | 316 | +1.3% | 0.02% | +7.1% |
EEP | Buy | ENBRIDGE ENERGY PARTNERS L P | $19,000 | +111.1% | 620 | +106.7% | 0.02% | +87.5% |
SAP | Buy | SAP AGspon adr | $17,000 | +6.2% | 225 | +0.9% | 0.01% | 0.0% |
GS | New | GOLDMAN SACHS GROUP INC | $17,000 | – | 110 | +100.0% | 0.01% | – |
BHI | Buy | BAKER HUGHES INC | $16,000 | +6.7% | 319 | +0.3% | 0.01% | 0.0% |
ARCC | Buy | ARES CAP CORP | $16,000 | +6.7% | 920 | +2.2% | 0.01% | 0.0% |
VALE | Buy | VALE S Aadr | $15,000 | +66.7% | 992 | +39.3% | 0.01% | +50.0% |
SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $15,000 | – | 315 | +100.0% | 0.01% | – |
VLO | Buy | VALERO ENERGY CORP NEW | $14,000 | 0.0% | 398 | +0.3% | 0.01% | -8.3% |
DTE | Buy | DTE ENERGY CO | $14,000 | 0.0% | 206 | +1.0% | 0.01% | -8.3% |
BAX | Buy | BAXTER INTL INC | $14,000 | +180.0% | 209 | +194.4% | 0.01% | +175.0% |
SHY | New | ISHARES TR1-3 yr tr bd etf | $14,000 | – | 170 | +100.0% | 0.01% | – |
PDCO | Buy | PATTERSON COMPANIES INC | $13,000 | +8.3% | 320 | +1.3% | 0.01% | 0.0% |
FTR | Buy | FRONTIER COMMUNICATIONS CORP | $12,000 | +9.1% | 2,830 | +0.9% | 0.01% | +11.1% |
ASA | New | ASA GOLD AND PRECIOUS MTLS L | $12,000 | – | 900 | +100.0% | 0.01% | – |
SNY | Buy | SANOFIsponsored adr | $12,000 | +500.0% | 240 | +500.0% | 0.01% | +400.0% |
AIG | Buy | AMERICAN INTL GROUP INC | $10,000 | +25.0% | 208 | +10.6% | 0.01% | +14.3% |
HILO | New | EGA EMERGING GLOBAL SHS TRlow vol em div | $10,000 | – | 545 | +100.0% | 0.01% | – |
ITC | Buy | ITC HLDGS CORP | $10,000 | +25.0% | 104 | +23.8% | 0.01% | +14.3% |
HIG | Buy | HARTFORD FINL SVCS GROUP INC | $10,000 | 0.0% | 337 | +1.2% | 0.01% | -11.1% |
IXG | Buy | ISHARES TRs&p gbl fin | $8,000 | +100.0% | 152 | +72.7% | 0.01% | +100.0% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $7,000 | +40.0% | 70 | +37.3% | 0.01% | +50.0% |
INB | Buy | COHEN & STEERS GLOBAL INC BL | $8,000 | 0.0% | 770 | +2.7% | 0.01% | -14.3% |
HPQ | Buy | HEWLETT PACKARD CO | $7,000 | -12.5% | 335 | +0.3% | 0.01% | -14.3% |
PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $8,000 | +700.0% | 504 | +572.0% | 0.01% | +500.0% |
NBR | Buy | NABORS INDUSTRIES LTD | $6,000 | +100.0% | 385 | +92.5% | 0.01% | +66.7% |
PCRX | New | PACIRA PHARMACEUTICALS INC | $6,000 | – | 130 | +100.0% | 0.01% | – |
FAST | Buy | FASTENAL CO | $5,000 | 0.0% | 106 | +6.0% | 0.00% | 0.0% |
MNKKQ | New | MALLINKRODT PUB LTD CO | $4,000 | – | 87 | +100.0% | 0.00% | – |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2,000 | +100.0% | 18 | +12.5% | 0.00% | +100.0% |
FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $3,000 | – | 86 | +100.0% | 0.00% | – |
CST | Buy | CST BRANDS INC | $1,000 | – | 42 | +366.7% | 0.00% | – |
AUPRA | Buy | ANGLOGOLD ASHANTI HLDGS FINmand bd cv 13 | $1,000 | 0.0% | 86 | +14.7% | 0.00% | 0.0% |
BPY | New | BROOKFIELD PPTY PARTNERS L Punit ltd partn | $1,000 | – | 33 | +100.0% | 0.00% | – |
4305PS | Buy | ALCATEL-LUCENTsponsored adr | $1,000 | – | 221 | +9.4% | 0.00% | – |
AGU | Buy | AGRIUM INC | $1,000 | – | 7 | +40.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 41 | Q2 2023 | 20.3% |
SPDR SER TR | 41 | Q2 2023 | 6.3% |
VANGUARD WHITEHALL FDS INC | 41 | Q2 2023 | 6.8% |
WEST PHARMACEUTICAL SVSC INC | 41 | Q2 2023 | 4.3% |
VANGUARD INDEX FDS | 41 | Q2 2023 | 3.7% |
VANGUARD SPECIALIZED PORTFOL | 41 | Q2 2023 | 5.1% |
VANGUARD TAX-MANAGED INTL FD | 41 | Q2 2023 | 5.6% |
APPLE INC | 41 | Q2 2023 | 4.3% |
EXXON MOBIL CORP | 41 | Q2 2023 | 4.3% |
JOHNSON & JOHNSON | 41 | Q2 2023 | 2.8% |
View Kistler-Tiffany Companies, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-08-01 |
13F-HR | 2023-05-03 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-11 |
13F-HR | 2022-01-25 |
13F-HR | 2021-11-10 |
13F-HR | 2021-08-04 |
13F-HR | 2021-05-07 |
View Kistler-Tiffany Companies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.