Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: CHESLEY, TAFT & ASSOCIATES, LLC
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Jul 10, 2019
| Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
427,745 |
$33,484k |
|
|
Alphabet Inc (02079K107)
|
30,661 |
$33,142k |
|
|
Amazon.com Inc (023135106)
|
16,589 |
$31,413k |
|
|
JOHNSON & JOHNSON (478160104)
|
201,165 |
$28,018k |
|
|
ABBOTT LABS (002824100)
|
324,788 |
$27,315k |
|
|
COSTCO WHSL CORP (22160K105)
|
101,966 |
$26,946k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
240,612 |
$26,900k |
|
|
HONEYWELL INTL INC (438516106)
|
151,510 |
$26,452k |
|
|
Apple Inc (037833100)
|
120,439 |
$23,837k |
|
|
DANAHER CORP (235851102)
|
156,902 |
$22,424k |
|
|
BB&T CORPORATION (054937107)
|
448,402 |
$22,030k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
118,650 |
$21,923k |
|
|
ECOLAB INC (278865100)
|
97,312 |
$19,213k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
88,695 |
$17,230k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
66,033 |
$14,948k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
97,988 |
$14,778k |
|
|
ISHARES (464287465)
|
221,278 |
$14,545k |
|
|
Exxon Mobil Corp (30231G102)
|
176,792 |
$13,548k |
|
|
INTEL CORP (458140100)
|
276,622 |
$13,242k |
|
|
American Express Co. (025816109)
|
100,202 |
$12,369k |
|
|
Booking Holdings, Inc. (09857L108)
|
6,572 |
$12,321k |
|
|
COCA-COLA CO (191216100)
|
235,440 |
$11,989k |
|
|
ADOBE INC (00724F101)
|
39,334 |
$11,590k |
|
|
3M CO (88579Y101)
|
62,539 |
$10,841k |
|
|
CHURCH & DWIGHT INC (171340102)
|
132,587 |
$9,687k |
|
|
ALPHABET INC (02079K305)
|
8,713 |
$9,434k |
|
|
CITIGROUP INC (172967424)
|
126,273 |
$8,843k |
|
|
Chevron Corp (166764100)
|
67,667 |
$8,420k |
|
|
Facebook Inc (30303M102)
|
42,565 |
$8,215k |
|
|
AMPHENOL CORPORATION (032095101)
|
82,269 |
$7,893k |
|
|
Intercontinental Exchange Inc (45866F104)
|
91,236 |
$7,841k |
|
|
FISERV INC (337738108)
|
76,800 |
$7,001k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
59,957 |
$6,781k |
|
|
FORTIVE CORPORATION (34959J108)
|
78,105 |
$6,367k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
56,895 |
$6,335k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
95,013 |
$6,023k |
|
|
BROADCOM INC (11135F101)
|
18,625 |
$5,361k |
|
|
INTL BUSINESS MCHN (459200101)
|
38,204 |
$5,268k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
17,369 |
$5,120k |
|
|
HOME DEPOT INC (437076102)
|
24,535 |
$5,103k |
|
|
BlackRock, Inc. (09247X101)
|
9,951 |
$4,670k |
|
|
CROWN CASTLE INTL (22822V101)
|
34,120 |
$4,448k |
|
|
ISHARES (464287556)
|
39,156 |
$4,272k |
|
|
CISCO SYSTEMS INC (17275R102)
|
71,460 |
$3,911k |
|
|
ISHARES (464288646)
|
70,037 |
$3,743k |
|
|
ISHARES GLO (464287341)
|
101,751 |
$3,304k |
|
|
ISHARES (464288638)
|
56,979 |
$3,245k |
|
|
ADP (053015103)
|
19,245 |
$3,182k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
16,787 |
$3,101k |
|
|
ISHARES FLT (46429B655)
|
57,701 |
$2,939k |
|
|
AMGEN INC (031162100)
|
15,647 |
$2,883k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
46,275 |
$2,841k |
|
|
LILLY ELI & CO (532457108)
|
21,485 |
$2,380k |
|
|
ELDORADO RESORTS INC COM (28470R102)
|
50,278 |
$2,316k |
|
|
EMERSON ELEC CO (291011104)
|
34,600 |
$2,309k |
|
|
THE HERSHEY COMPANY (427866108)
|
16,835 |
$2,256k |
|
|
EOG Resources Inc (26875P101)
|
24,136 |
$2,249k |
|
|
AT&T INC (00206R102)
|
65,782 |
$2,204k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
41,379 |
$2,129k |
|
|
CHUBB LIMITED (H1467J104)
|
13,666 |
$2,013k |
|
|
AMERICAN WTR WKS CO (030420103)
|
16,945 |
$1,966k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
141,405 |
$1,954k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
34,200 |
$1,911k |
|
|
Aon, PLC (G0408V102)
|
9,667 |
$1,866k |
|
|
ALCON INC (H01301128)
|
29,688 |
$1,842k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
11,690 |
$1,839k |
|
|
COMCAST CORP (20030N101)
|
43,480 |
$1,838k |
|
|
ISHARES (464287234)
|
42,085 |
$1,806k |
|
|
CBOE GLOBAL MARKETS INC (12503M108)
|
15,765 |
$1,634k |
|
|
BLACKSTONE GROUP INC COMCL A (09260d107)
|
36,575 |
$1,625k |
|
|
Charles Schwab Corp/The (808513105)
|
39,005 |
$1,568k |
|
|
ISHARES TR (46434V878)
|
28,902 |
$1,456k |
|
|
GENERAL MILLS INC (370334104)
|
26,905 |
$1,413k |
|
|
ISHARES (464288273)
|
24,331 |
$1,397k |
|
|
FRANKLIN ELEC INC (353514102)
|
28,115 |
$1,335k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
11,630 |
$1,318k |
|
|
CMS ENERGY CORP (125896100)
|
21,550 |
$1,248k |
|
|
ANTHEM INC (036752103)
|
4,335 |
$1,223k |
|
|
Intuit Inc (461202103)
|
4,566 |
$1,193k |
|
|
BB&T Corporation Pfd G 5.20 (054937800)
|
47,555 |
$1,182k |
|
|
DOMINION ENERGY INC (25746U109)
|
15,118 |
$1,169k |
|
|
ISHARES (46429B747)
|
11,252 |
$1,132k |
|
|
GRAINGER W W INC (384802104)
|
4,160 |
$1,116k |
|
|
CIGNA CORP (125523100)
|
6,948 |
$1,095k |
|
|
ABBVIE INC (00287Y109)
|
14,800 |
$1,076k |
|
|
BIOGEN INC (09062X103)
|
4,467 |
$1,045k |
|
|
BECTON DICKINSON (075887109)
|
3,985 |
$1,004k |
|
|
FLUOR CORPORATION (343412102)
|
29,225 |
$985k |
|
|
IQVIA HOLDINGS INC (46266C105)
|
6,055 |
$974k |
|
|
COGENT COMMUNICATIONS (19239V302)
|
15,225 |
$904k |
|
|
ARES CAP CORP (04010L103)
|
49,875 |
$895k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
11,354 |
$848k |
|
|
DUKE ENERGY CORP (26441C204)
|
9,391 |
$829k |
|
|
ISHARES RUS (464287689)
|
4,640 |
$800k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
35,799 |
$761k |
|
|
CINCINNATI FINL CORP (172062101)
|
7,100 |
$736k |
|
|
EXTRA SPACE STORAGE (30225T102)
|
6,900 |
$732k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
10,166 |
$729k |
|
|
ISHARES TR (46435G516)
|
11,020 |
$709k |
|
|
EQUITY COMMONWEALTH (294628102)
|
21,710 |
$706k |
|
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
33,073 |
$703k |
|
|
ESTEE LAUDER CO (518439104)
|
3,676 |
$673k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
31,400 |
$672k |
|
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
31,038 |
$657k |
|
|
CME GROUP INC (12572Q105)
|
3,300 |
$641k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
29,873 |
$633k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
5,725 |
$630k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
23,255 |
$584k |
|
|
DuPont de Nemours Inc (26614N102)
|
7,541 |
$566k |
|
|
GENERAL ELECTRIC CO (369604103)
|
51,955 |
$546k |
|
|
FIRST FNDTN INC COM (32026V104)
|
39,042 |
$525k |
|
|
CENTENE CORP DEL (15135B101)
|
9,964 |
$523k |
|
|
CDN IMPERIAL BK COMM TORONTO (136069101)
|
5,891 |
$463k |
|
|
GENERAL DYNAMICS (369550108)
|
2,500 |
$455k |
|
|
AFLAC INC (001055102)
|
8,000 |
$438k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
2,150 |
$425k |
|
|
ISHARES TR (46434VAU4)
|
16,925 |
$421k |
|
|
Caterpillar Inc (149123101)
|
2,982 |
$406k |
|
|
ARCH CAP GROUP LTD (G0450A105)
|
10,670 |
$396k |
|
|
BEST BUY INC (086516101)
|
5,650 |
$394k |
|
|
Boeing Co/The (097023105)
|
1,067 |
$388k |
|
|
ISHARES TR (464288679)
|
3,350 |
$371k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,650 |
$352k |
|
|
JACOBS ENGR GROUP (469814107)
|
3,945 |
$333k |
|
|
ISHARES TR (464288323)
|
5,400 |
$307k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,924 |
$299k |
|
|
HAWAIIAN ELEC INDUSTRIES (419870100)
|
6,700 |
$292k |
|
|
CUBIC CORP (229669106)
|
4,285 |
$276k |
|
|
ISHARES INC (46434G863)
|
7,660 |
$260k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
1,425 |
$255k |
|
|
ISHARES TR (46434VAQ3)
|
9,475 |
$240k |
|
|
BARCLAYS BK PLC (06738C778)
|
10,700 |
$238k |
|
|
EXELON CORP (30161N101)
|
4,843 |
$232k |
|
|
ISHARES TR (464287457)
|
2,645 |
$224k |
|
|
CORTEVA INC (22052L104)
|
7,541 |
$223k |
|
|
Invesco BulletShares 2025 Corp Bd ETF (46138J825)
|
10,200 |
$216k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J809)
|
8,550 |
$211k |
|
|
ISHARES TR (46434VBK5)
|
8,400 |
$209k |
|
|
CVS HEALTH CORP (126650100)
|
3,759 |
$205k |
|
|
Callon Petroleum Co (13123X102)
|
26,810 |
$177k |
|
|
BioVie, Inc. (09074F108)
|
100,000 |
$11k |
|
|
ACHAOGEN INC COM (004449104)
|
19,815 |
$0k |
|
|
Advanced Viral Research Corp (007928104)
|
65,484 |
$0k |
|
Muchas personas han sido quemadas por fraudes y esquemas de Ponzi. Así que creamos este sitio web para ayudarlo a usted, el potencial inversionista, a obtener los datos, encontrar lo mejor y evitar el fraude y los esquemas Ponzi.
Toda la información proporcionada en este sitio web se proporciona sin garantía y con fines únicamente informativos.
InvestingReview.org no proporciona consejos de inversión. InvestingReview.org no es un asesor de inversiones y no está respaldado ni afiliado con ninguna agencia reguladora estadounidense o no estadounidense.
Empresas recientemente buscadas
Nota: los datos de búsqueda son acumulados por terceros y actualizados una vez al día.