Premium Funds From: whgix - Westwood Income Opportunity Instl to nbssx - Neuberger Berman Focus Inv


  • Holdings: Johnson & Johnson , PepsiCo Inc , General Electric Co , U.S. Bancorp , Jpmorgan Chase Pfd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , Amgen Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Royal Dutch Shell PLC Class A , Microsoft Corp , Roche Holding AG Dividend Right Cert. , Statoil ASA ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , Intel Cv 2.95% ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , Intel Cv 2.95% ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Bny Mellon Cash Reserve Eod Fund , Amgen Inc , Capital One Financial Corp , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , General Electric Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , General Electric Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , General Electric Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , China Mobile Ltd , Royal Dutch Shell PLC ADR Class A , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , China Mobile Ltd , Royal Dutch Shell PLC ADR Class A , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , China Mobile Ltd , Royal Dutch Shell PLC ADR Class A , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Cisco Systems Inc , Capital One Financial Corp , Hewlett-Packard Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Cisco Systems Inc , Capital One Financial Corp , Hewlett-Packard Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , EMC Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Citigroup Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Invesco Ltd , Eli Lilly and Co , Comcast Corp Class A , Cisco Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Premium Funds From: whgix - Westwood Income Opportunity Instl to nbssx - Neuberger Berman Focus Inv
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