Table
of Contents
•Overview
•Investment Process
- Equity Portfolios
- Balanced Portfolios
- Mutual Funds
•Table of Fees for Services
•Vitae
•Current
Commentary
by Dennis M.
O'Connor
•Brae Head Total
Return
Performance
•Contact Us
•Employment
Opportunities
Tel: (413) 746-3700
(888) 932-3300
Fax: (413) 746-3419
Copyright © 1998 - 2016
Brae Head, Inc.
|
Representative Holdings
Equities 03/25/09
- Abbot Labs
- Apache Corp.
- Black & Decker
- Carlisle Companies
- Caterpillar Inc.
- Chevron
- Diebold
- Duke Energy
- Eaton Corp.
- Emerson Electric
- Exxon Mobil
- FPL Group Inc.
- Freeport McMoran Copper & Gold
- Genentech
- General Dynamics
- Honda Motor
- Johnson & Johnson
- J.P. Morgan Chase
- Lockheed Martin
- Merck
- Medtronic
- National Fuel Gas
- Pepsico Inc.
- Pfizer
- PPG Industries
- Proctor & Gamble
- Questar Corp.
- Raymond James Financial
- Royal Dutch Petroleum
- Schering-Plough
- Transocean Inc.
- United Technologies
- Vectren
- Vulcan Materials
- WGL Holdings
Funds, trusts and indexes:
- Northtrack NYSE Arca Tech 100 Index Fund
- Standard & Poors Depository Receipts
- Various Exchange Traded Funds
Bonds and Notes:
- AT&T 6% due 3/15/09
- Ford Motor Credit 7.375% due 10/28/09
- United Technologies 4.375% due 5/1/10
- General Dynamics 4.5% due 8/15/10
- Walt Disney Co. 5.7% due 7/15/11
- Abbott Labs 5.6% due 5/15/11
- Hewlitt Packard 5.25% due 3/1/12
- Dow Chemical 5.75% due 12/15/12
|
