Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ANDESA FINANCIAL MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 30, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
MICROSOFT CORP (594918104)
|
37,804 |
$5,062k |
|
JPMORGAN CHASE & CO (46625H100)
|
36,420 |
$4,078k |
|
Apple Inc (037833100)
|
20,181 |
$3,994k |
|
Chevron Corp (166764100)
|
28,749 |
$3,580k |
|
HOME DEPOT INC (437076102)
|
16,886 |
$3,513k |
|
CISCO SYSTEMS INC (17275R102)
|
58,898 |
$3,223k |
|
MICROCHIP TECHNOLOGY (595017104)
|
34,853 |
$3,019k |
|
EATON CORPORATION (G29183103)
|
36,064 |
$3,001k |
|
UNION PAC CORP (907818108)
|
17,656 |
$2,985k |
|
WALMART INC COM (931142103)
|
26,992 |
$2,979k |
|
CME GROUP INC (12572Q105)
|
15,072 |
$2,924k |
|
AIR PRODS & CHEMS INC (009158106)
|
12,647 |
$2,866k |
|
CHUBB LIMITED (H1467J104)
|
19,348 |
$2,854k |
|
PFIZER INC (717081103)
|
60,686 |
$2,624k |
|
MEDTRONIC PLC (G5960L103)
|
26,669 |
$2,595k |
|
Marathon Petroleum Corp (56585A102)
|
41,103 |
$2,296k |
|
MERCK & CO INC (58933Y105)
|
26,532 |
$2,227k |
|
VERIZON COMMUNICATIONS (92343V104)
|
36,043 |
$2,062k |
|
ASSURANT INC (04621X108)
|
19,000 |
$2,021k |
|
MOTOROLA SOLUTIONS (620076307)
|
10,588 |
$1,767k |
|
CARNIVAL CORP (143658300)
|
36,112 |
$1,684k |
|
ADP (053015103)
|
9,166 |
$1,515k |
|
Xilinx Inc (983919101)
|
12,360 |
$1,457k |
|
JOHNSON & JOHNSON (478160104)
|
10,163 |
$1,418k |
|
UNILEVER PLC (904767704)
|
22,571 |
$1,398k |
|
HASBRO INC (418056107)
|
12,688 |
$1,342k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,540 |
$1,331k |
|
COCA-COLA CO (191216100)
|
26,031 |
$1,330k |
|
3M CO (88579Y101)
|
7,490 |
$1,298k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
4,452 |
$1,196k |
|
GALLAGHER ARTHUR J & CO (363576109)
|
13,200 |
$1,160k |
|
PROCTER & GAMBLE CO (742718109)
|
7,946 |
$870k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q209)
|
15,300 |
$833k |
|
NOVARTIS AG (66987V109)
|
8,890 |
$812k |
|
Hartford Multifactor Dev Mkts (518416102)
|
28,207 |
$796k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
9,872 |
$774k |
|
MANAGED PORTFOLIO SER (56167N720)
|
32,141 |
$770k |
|
SYSCO CORP (871829107)
|
10,182 |
$721k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,417 |
$711k |
|
ESSA BANCORP INC (29667D104)
|
42,393 |
$646k |
|
LILLY ELI & CO (532457108)
|
5,768 |
$638k |
|
FASTENAL CO (311900104)
|
19,494 |
$635k |
|
Amazon.com Inc (023135106)
|
330 |
$626k |
|
VISA INC COM CL A (92826C839)
|
3,465 |
$602k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
4,629 |
$589k |
|
JOHN HANCOCK ETF TRUST (47804J206)
|
15,647 |
$572k |
|
AT&T INC (00206R102)
|
16,524 |
$554k |
|
EQUINIX INC (29444U700)
|
1,089 |
$552k |
|
MCDONALDS CORP (580135101)
|
2,619 |
$545k |
|
Exxon Mobil Corp (30231G102)
|
6,915 |
$531k |
|
Lockheed Martin Corp (539830109)
|
1,442 |
$524k |
|
CROWN CASTLE INTL (22822V101)
|
3,858 |
$505k |
|
UNITEDHEALTH GRP INC (91324P102)
|
2,072 |
$504k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
3,202 |
$503k |
|
HONEYWELL INTL INC (438516106)
|
2,838 |
$498k |
|
LEGG MASON ETF INVESTMENT TR (52468L406)
|
15,010 |
$483k |
|
VERSUM MATLS INC COM (92532W103)
|
9,317 |
$481k |
|
FIDELITY D & D BANCORP INC (31609R100)
|
6,963 |
$468k |
|
PNC FINL SVCS GRP (693475105)
|
3,334 |
$459k |
|
BROADCOM INC (11135F101)
|
1,539 |
$442k |
|
LEGGETT & PLATT INC (524660107)
|
10,684 |
$410k |
|
COLUMBIA ETF TR I (19761L508)
|
19,500 |
$399k |
|
PEPSICO INC (713448108)
|
2,961 |
$388k |
|
ABBVIE INC (00287Y109)
|
5,295 |
$385k |
|
TOTAL SA (89151E109)
|
6,742 |
$377k |
|
DAVIS FUNDAMENTAL ETF TR (23908L306)
|
15,518 |
$361k |
|
ALTRIA GROUP INC (02209S103)
|
7,560 |
$357k |
|
CINEMARK HOLDINGS (17243V102)
|
9,804 |
$355k |
|
ALPHABET INC (02079K305)
|
324 |
$348k |
|
HARRIS CORP DEL (413875105)
|
1,748 |
$330k |
|
J2 GLOBAL INC (48123V102)
|
3,700 |
$330k |
|
Facebook Inc (30303M102)
|
1,698 |
$327k |
|
PROLOGIS INC (74340W103)
|
4,013 |
$324k |
|
EVERGY INC (30034W106)
|
5,124 |
$309k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q308)
|
5,540 |
$309k |
|
INGERSOLL-RAND PLC (G47791101)
|
2,398 |
$304k |
|
COMCAST CORP (20030N101)
|
6,967 |
$293k |
|
INVESCO EXCHANGETRAD (46137V357)
|
2,723 |
$293k |
|
INTL BUSINESS MCHN (459200101)
|
2,119 |
$292k |
|
IQVIA HOLDINGS INC (46266C105)
|
1,766 |
$284k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,428 |
$278k |
|
ESTEE LAUDER CO (518439104)
|
1,495 |
$275k |
|
NXP Semiconductors NV (N6596X109)
|
2,785 |
$270k |
|
SEMPRA ENERGY (816851109)
|
1,969 |
$269k |
|
ALLSTATE CORP (020002101)
|
2,527 |
$258k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
2,922 |
$255k |
|
SYNCHRONY FINL (87165B103)
|
7,366 |
$254k |
|
salesforce.com Inc (79466L302)
|
1,675 |
$252k |
|
Autodesk Inc (052769106)
|
1,533 |
$251k |
|
REPUBLIC SVCS INC (760759100)
|
2,860 |
$247k |
|
Pioneer Natural Resources Co (723787107)
|
1,590 |
$243k |
|
Intercontinental Exchange Inc (45866F104)
|
2,768 |
$240k |
|
KANSAS CITY SOUTHERN (485170302)
|
1,972 |
$240k |
|
BECTON DICKINSON (075887109)
|
936 |
$237k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,383 |
$235k |
|
Booking Holdings, Inc. (09857L108)
|
123 |
$232k |
|
WELLS FARGO CO NEW (949746101)
|
4,590 |
$219k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,185 |
$219k |
|
ENTERPRISE PRODS (293792107)
|
7,606 |
$219k |
|
Berkshire Hathaway, Inc. (084670702)
|
1,009 |
$215k |
|
BP PLC (055622104)
|
5,115 |
$213k |
|
KIMBERLY CLARK CORP (494368103)
|
1,592 |
$213k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q845)
|
6,820 |
$211k |
|
Occidental Petroleum Corp (674599105)
|
4,096 |
$207k |
|
QUALCOMM INC (747525103)
|
2,675 |
$205k |
|
PHILIP MORRIS INTL (718172109)
|
2,604 |
$204k |
|
FIDUS INVESTMENT CORP (316500107)
|
10,668 |
$170k |
|
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.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.