Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ANCORA FAMILY WEALTH ADVISORS, LLC
Period of report:
Sep 30, 2016
Effectiveness Date:
Nov 4, 2016
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
266,439 |
$14,300k |
|
|
Apple Inc (037833100)
|
75,339 |
$8,517k |
|
|
Exxon Mobil Corp (30231G102)
|
74,338 |
$6,488k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
118,878 |
$6,136k |
|
|
Chevron Corp (166764100)
|
58,614 |
$6,033k |
|
|
PROCTER & GAMBLE CO (742718109)
|
63,960 |
$5,740k |
|
|
JOHNSON & JOHNSON (478160104)
|
45,206 |
$5,340k |
|
|
PEPSICO INC (713448108)
|
46,225 |
$5,028k |
|
|
EXPRESS SCRIPTS HLDG CO (30219G108)
|
69,889 |
$4,929k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
31,728 |
$4,584k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
152,361 |
$4,386k |
|
|
ARES CAP CORP (04010L103)
|
255,360 |
$3,958k |
|
|
MASTERCARD INC (57636Q104)
|
38,302 |
$3,898k |
|
|
ORACLE CORP (68389X105)
|
95,687 |
$3,759k |
|
|
Alphabet Inc (02079K107)
|
4,670 |
$3,630k |
|
|
AT&T INC (00206R102)
|
87,370 |
$3,548k |
|
|
THE PRICELINE GRP (741503403)
|
2,380 |
$3,502k |
|
|
Schlumberger Ltd (806857108)
|
34,750 |
$2,733k |
|
|
ENTERPRISE PRODS (293792107)
|
98,816 |
$2,730k |
|
|
DIAGEO P L C (25243Q205)
|
22,458 |
$2,606k |
|
|
HONEYWELL INTL INC (438516106)
|
22,246 |
$2,594k |
|
|
MICROSOFT CORP (594918104)
|
44,381 |
$2,556k |
|
|
DISNEY WALT CO (254687106)
|
27,030 |
$2,510k |
|
|
ALPHABET INC (02079K305)
|
3,036 |
$2,441k |
|
|
Phillips 66 (718546104)
|
29,676 |
$2,390k |
|
|
CVS HEALTH CORP (126650100)
|
26,641 |
$2,371k |
|
|
QUALCOMM INC (747525103)
|
33,200 |
$2,274k |
|
|
CSX CORP (126408103)
|
70,565 |
$2,152k |
|
|
HARRIS CORP DEL (413875105)
|
23,339 |
$2,138k |
|
|
BLACKSTONE GROUP (09253U108)
|
80,441 |
$2,054k |
|
|
NORDSON CORP (655663102)
|
20,245 |
$2,017k |
|
|
CERNER CORP (156782104)
|
32,092 |
$1,982k |
|
|
Amazon.com Inc (023135106)
|
2,303 |
$1,928k |
|
|
APACHE CORP (037411105)
|
29,641 |
$1,893k |
|
|
ADAMS NATURAL RESOURCES (00548f105)
|
94,837 |
$1,890k |
|
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
39,561 |
$1,849k |
|
|
GILEAD SCIENCES INC (375558103)
|
23,069 |
$1,825k |
|
|
PFIZER INC (717081103)
|
50,137 |
$1,698k |
|
|
GENERAL DYNAMICS (369550108)
|
10,822 |
$1,679k |
|
|
ABBVIE INC (00287Y109)
|
26,585 |
$1,677k |
|
|
BIOGEN INC (09062X103)
|
5,070 |
$1,587k |
|
|
ABBOTT LABS (002824100)
|
36,822 |
$1,557k |
|
|
REPUBLIC SVCS INC (760759100)
|
30,290 |
$1,528k |
|
|
COMCAST CORP (20030N101)
|
22,908 |
$1,520k |
|
|
BUCKEYE PARTNERS L P (118230101)
|
21,108 |
$1,511k |
|
|
DOW CHEM CO (260543103)
|
28,862 |
$1,496k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
22,255 |
$1,482k |
|
|
Eaton Vance National Municipal Opportunities Trust (27829L105)
|
60,850 |
$1,419k |
|
|
PARKER HANNIFIN CORP (701094104)
|
11,231 |
$1,410k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
18,813 |
$1,331k |
|
|
Charles Schwab Corp/The (808513105)
|
41,485 |
$1,310k |
|
|
RPM INTERNATIONAL (749685103)
|
24,055 |
$1,292k |
|
|
ConocoPhillips (20825C104)
|
29,628 |
$1,288k |
|
|
FIRST TR MORNINGSTAR DIV LEA (336917109)
|
45,380 |
$1,238k |
|
|
COSTCO WHSL CORP (22160K105)
|
7,686 |
$1,172k |
|
|
BROOKFIELD ASSET MGT (112585104)
|
33,242 |
$1,169k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
50,476 |
$1,164k |
|
|
NORFOLK SOUTHERN (655844108)
|
11,689 |
$1,135k |
|
|
EXPEDITORS INTL WASH (302130109)
|
21,212 |
$1,093k |
|
|
EQUIFAX INC (294429105)
|
8,000 |
$1,077k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
6,617 |
$1,024k |
|
|
AllianzGI NFJ Div Int & Prem S (01883A107)
|
79,043 |
$999k |
|
|
NIKE INC (654106103)
|
18,729 |
$986k |
|
|
CISCO SYSTEMS INC (17275R102)
|
30,776 |
$976k |
|
|
DOMINION ENERGY INC (25746U109)
|
13,058 |
$970k |
|
|
GENERAL ELECTRIC CO (369604103)
|
32,463 |
$962k |
|
|
ALTRIA GROUP INC (02209S103)
|
15,186 |
$960k |
|
|
CINCINNATI FINL CORP (172062101)
|
11,679 |
$881k |
|
|
MICROCHIP TECHNOLOGY (595017104)
|
13,850 |
$861k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
17,200 |
$821k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,784 |
$818k |
|
|
MAXIM INTEGRATED PRODS INC (57772K101)
|
20,377 |
$814k |
|
|
BECTON DICKINSON (075887109)
|
4,521 |
$813k |
|
|
FORTUNE BRANDS HOM (34964C106)
|
13,647 |
$793k |
|
|
DU PONT E I DE NEMOURS & CO CO (263534109)
|
11,641 |
$780k |
|
|
COCA-COLA CO (191216100)
|
18,441 |
$780k |
|
|
ADP (053015103)
|
8,747 |
$771k |
|
|
L BRANDS INC (501797104)
|
10,268 |
$727k |
|
|
Bristol-Myers Squibb Co (110122108)
|
13,465 |
$726k |
|
|
FLUOR CORPORATION (343412102)
|
13,573 |
$697k |
|
|
PNC FINL SVCS GRP (693475105)
|
7,640 |
$688k |
|
|
Alpine Global Premier Properties Fund (02083A103)
|
121,003 |
$672k |
|
|
LOWES CO (548661107)
|
9,124 |
$659k |
|
|
COHEN & STEERS INFRA (19248A109)
|
30,402 |
$655k |
|
|
LIBBEY INC (529898108)
|
36,197 |
$646k |
|
|
MERCK & CO INC (58933Y105)
|
10,207 |
$637k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
5,119 |
$636k |
|
|
HOME DEPOT INC (437076102)
|
4,847 |
$624k |
|
|
CENTRAL FED CORP (15346Q202)
|
442,350 |
$624k |
|
|
CORNING INCORPORATED (219350105)
|
26,266 |
$621k |
|
|
PHILIP MORRIS INTL (718172109)
|
6,357 |
$618k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
7,882 |
$584k |
|
|
BP PLC (055622104)
|
16,095 |
$566k |
|
|
ISHARES (464288646)
|
5,151 |
$545k |
|
|
KRAFT HEINZ CO (500754106)
|
6,066 |
$543k |
|
|
INTEL CORP (458140100)
|
13,824 |
$522k |
|
|
EATON VANCE TAX MNGD GBL DV (27829F108)
|
58,651 |
$509k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
11,834 |
$501k |
|
|
MCDONALDS CORP (580135101)
|
4,170 |
$481k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
3,942 |
$443k |
|
|
GABELLI HLTHCARE & WELLNESS (36246K103)
|
42,395 |
$441k |
|
|
Andersons Inc (034164103)
|
12,110 |
$438k |
|
|
ABC (03073E105)
|
5,261 |
$425k |
|
|
Middlefield Banc Corp. (596304204)
|
12,500 |
$423k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
5,169 |
$420k |
|
|
RAYTHEON (755111507)
|
3,066 |
$417k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,606 |
$414k |
|
|
LEUCADIA NATIONAL CORP (527288104)
|
21,625 |
$412k |
|
|
COPART INC (217204106)
|
7,650 |
$410k |
|
|
Deere & Co (244199105)
|
4,770 |
$407k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
1,886 |
$404k |
|
|
AEP (025537101)
|
6,260 |
$402k |
|
|
MONDELEZ INTL INC (609207105)
|
8,338 |
$366k |
|
|
NEW RELIC INC COM (64829B100)
|
9,079 |
$348k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
4,455 |
$342k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
1,948 |
$340k |
|
|
Facebook Inc (30303M102)
|
2,627 |
$337k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,655 |
$334k |
|
|
AMGEN INC (031162100)
|
1,937 |
$323k |
|
|
DANAHER CORP (235851102)
|
4,065 |
$319k |
|
|
PRAXAIR INC (74005P104)
|
2,570 |
$311k |
|
|
ISHARES (464287556)
|
1,064 |
$308k |
|
|
MOTOROLA SOLUTIONS (620076307)
|
4,024 |
$307k |
|
|
ISHARES (464287465)
|
5,118 |
$303k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
5,781 |
$302k |
|
|
BlackRock, Inc. (09247X101)
|
815 |
$295k |
|
|
ENERGY TRANSFER LP (29273V100)
|
17,380 |
$292k |
|
|
LIBERTY SIRIUS GROUP (531229607)
|
8,740 |
$292k |
|
|
ISHARES (464287234)
|
7,645 |
$286k |
|
|
KELLOGG CO (487836108)
|
3,666 |
$284k |
|
|
Boeing Co/The (097023105)
|
2,159 |
$284k |
|
|
Caterpillar Inc (149123101)
|
3,195 |
$284k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
4,790 |
$280k |
|
|
NUVEEN SELECT TAX FREE INCM (67062F100)
|
18,185 |
$279k |
|
|
POWERSHARES QQQ TRUST (73935A104)
|
2,307 |
$274k |
|
|
NUVEEN CREDIT STRAT (67073D102)
|
32,174 |
$273k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,770 |
$266k |
|
|
DUKE ENERGY CORP (26441C204)
|
3,294 |
$264k |
|
|
NEXTERA ENERGY INC (65339F101)
|
2,155 |
$264k |
|
|
GRAINGER W W INC (384802104)
|
1,171 |
$263k |
|
|
NOVARTIS AG (66987V109)
|
3,322 |
$262k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
2,994 |
$261k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,966 |
$248k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,355 |
$248k |
|
|
REALTY INCOME CORP (756109104)
|
3,632 |
$243k |
|
|
KKR & CO L P DEL (48248M102)
|
16,615 |
$237k |
|
|
BLACKROCK ENHANCED (092501105)
|
18,771 |
$230k |
|
|
NOVO-NORDISK AS (670100205)
|
5,375 |
$224k |
|
|
HOWARD HUGHES (44267D107)
|
1,925 |
$220k |
|
|
CONAGRA BRANDS INC (205887102)
|
4,600 |
$217k |
|
|
EATON VANCE RISK MANAGED DIV (27829G106)
|
22,695 |
$214k |
|
|
EOG Resources Inc (26875P101)
|
2,175 |
$210k |
|
|
FIRST TR MULTI CP VAL ALPHA (33733C108)
|
4,498 |
$205k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
1,608 |
$203k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
1,672 |
$200k |
|
|
Monogram Residential Trust Inc (60979P105)
|
17,748 |
$189k |
|
|
BOULDER GROWTH & INCOME FD I (101507101)
|
21,979 |
$184k |
|
|
NUVEEN SELECT TAX FREE INCM (67063X100)
|
11,110 |
$172k |
|
|
Bank of America Corp. (060505104)
|
10,264 |
$161k |
|
|
FNB CORP (302520101)
|
10,500 |
$129k |
|
|
Freeport-McMoRan Inc (35671D857)
|
10,577 |
$115k |
|
|
ATHERSYS INC COM (04744l106)
|
38,400 |
$82k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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