Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BERKELEY CAPITAL PARTNERS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 8, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
110,893 |
$27,042k |
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
211,169 |
$18,974k |
|
VANGUARD SCOTTSDALE FDS (92206C813)
|
156,179 |
$15,129k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
164,885 |
$14,408k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
52,525 |
$14,137k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
204,564 |
$8,700k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
40,048 |
$8,446k |
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
51,166 |
$7,611k |
|
VANGUARD WORLD FDS (92204A876)
|
54,779 |
$7,282k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
24,513 |
$4,578k |
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
102,892 |
$2,988k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
14,869 |
$2,485k |
|
MARKET VECTORS ETF TR (57060U100)
|
76,557 |
$1,957k |
|
Exxon Mobil Corp (30231G102)
|
25,518 |
$1,955k |
|
Apple Inc (037833100)
|
9,670 |
$1,914k |
|
MICROSOFT CORP (594918104)
|
13,609 |
$1,823k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
22,596 |
$1,823k |
|
PFIZER INC (717081103)
|
39,629 |
$1,717k |
|
COCA-COLA CO (191216100)
|
32,447 |
$1,652k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
158,060 |
$1,557k |
|
STARBUCKS CORP (855244109)
|
17,052 |
$1,429k |
|
DISNEY WALT CO (254687106)
|
9,954 |
$1,390k |
|
AT&T INC (00206R102)
|
41,199 |
$1,381k |
|
PHILIP MORRIS INTL (718172109)
|
17,165 |
$1,348k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
26,385 |
$1,345k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
8,480 |
$1,334k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
8,040 |
$1,259k |
|
CITIGROUP INC (172967424)
|
17,870 |
$1,251k |
|
KINDER MORGAN INC (49456B101)
|
59,848 |
$1,250k |
|
SOUTHERN CO (842587107)
|
22,113 |
$1,222k |
|
JOHNSON & JOHNSON (478160104)
|
8,559 |
$1,192k |
|
HOME DEPOT INC (437076102)
|
5,521 |
$1,148k |
|
VANECK VECTORS ETF TR (92189F718)
|
76,449 |
$1,133k |
|
JPMORGAN CHASE & CO (46625H100)
|
10,123 |
$1,132k |
|
WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #B (962879102)
|
46,187 |
$1,117k |
|
QUALCOMM INC (747525103)
|
14,674 |
$1,116k |
|
Nutrien Ltd (67077M108)
|
19,568 |
$1,046k |
|
Barrick Gold Corp (067901108)
|
64,857 |
$1,023k |
|
SCHWAB STRATEGIC TR (808524706)
|
38,914 |
$1,021k |
|
CVS HEALTH CORP (126650100)
|
18,337 |
$999k |
|
Newmont Goldcorp Corp (651639106)
|
25,821 |
$993k |
|
GOLDMAN SACHS GROUP (38141G104)
|
4,839 |
$990k |
|
Weyerhaeuser Co (962166104)
|
36,725 |
$967k |
|
ALTRIA GROUP INC (02209S103)
|
20,245 |
$959k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
17,162 |
$944k |
|
JPMORGAN CHASE & CO (46625H365)
|
37,263 |
$936k |
|
ASTRAZENECA (046353108)
|
21,638 |
$893k |
|
BHP BILLITON LTD (088606108)
|
15,012 |
$872k |
|
VERIZON COMMUNICATIONS (92343V104)
|
14,834 |
$847k |
|
Boeing Co/The (097023105)
|
2,304 |
$839k |
|
CISCO SYSTEMS INC (17275R102)
|
15,148 |
$829k |
|
ANADARKO PETE (032511107)
|
11,445 |
$808k |
|
Occidental Petroleum Corp (674599105)
|
16,002 |
$805k |
|
Chevron Corp (166764100)
|
6,461 |
$804k |
|
ACUITY BRANDS INC (00508Y102)
|
5,823 |
$803k |
|
DELUXE CORP (248019101)
|
19,474 |
$792k |
|
Amazon.com Inc (023135106)
|
394 |
$746k |
|
VANGUARD INDEX FDS (922908637)
|
5,293 |
$713k |
|
PROCTER & GAMBLE CO (742718109)
|
6,423 |
$704k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
4,686 |
$703k |
|
VISA INC COM CL A (92826C839)
|
3,939 |
$684k |
|
INTL BUSINESS MCHN (459200101)
|
4,831 |
$666k |
|
Illumina Inc (452327109)
|
1,779 |
$655k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
4,000 |
$651k |
|
MCDONALDS CORP (580135101)
|
3,102 |
$644k |
|
Autodesk Inc (052769106)
|
3,817 |
$622k |
|
HSBC HLDGS PLC (404280406)
|
14,524 |
$606k |
|
Square Inc (852234103)
|
8,267 |
$600k |
|
ABBVIE INC (00287Y109)
|
8,180 |
$595k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,284 |
$582k |
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
3,060 |
$549k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
4,885 |
$542k |
|
UNITEDHEALTH GRP INC (91324P102)
|
2,220 |
$542k |
|
ISHARES (464287234)
|
12,471 |
$535k |
|
Intercontinental Exchange Inc (45866F104)
|
6,181 |
$531k |
|
UNITED PARCEL SERVIC (911312106)
|
5,127 |
$529k |
|
ANNALY CAP MGMT INC (035710409)
|
57,616 |
$526k |
|
DOCUSIGN INC COM (256163106)
|
10,451 |
$520k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,530 |
$517k |
|
INTUITIVE SURGIC INC (46120E602)
|
969 |
$508k |
|
DUKE ENERGY CORP (26441C204)
|
5,725 |
$505k |
|
NEXTERA ENERGY INC (65339F101)
|
2,427 |
$497k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
3,023 |
$494k |
|
VANGUARD WORLD FDS (92204A306)
|
5,772 |
$491k |
|
FIREEYE INC (31816Q101)
|
30,357 |
$450k |
|
NIKE INC (654106103)
|
5,330 |
$447k |
|
TOTAL SA (89151E109)
|
7,740 |
$432k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
4,920 |
$429k |
|
Mosaic Co/The (61945C103)
|
16,177 |
$405k |
|
ConocoPhillips (20825C104)
|
6,635 |
$405k |
|
3-D SYS CORP DEL (88554D205)
|
44,472 |
$405k |
|
PAYCHEX INC (704326107)
|
4,821 |
$397k |
|
Facebook Inc (30303M102)
|
2,034 |
$393k |
|
BP PLC (055622104)
|
9,434 |
$393k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
14,240 |
$393k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,434 |
$388k |
|
GENERAL MILLS INC (370334104)
|
7,238 |
$380k |
|
SUNTRUST BANKS INC (867914103)
|
5,958 |
$374k |
|
DB COMMODITY INDEX TRACKING (46138B103)
|
23,517 |
$370k |
|
MERCK & CO INC (58933Y105)
|
4,282 |
$359k |
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
5,797 |
$356k |
|
SPDR S&P DIVIDEND (78464A763)
|
3,508 |
$354k |
|
GLAXOSMITHKLINE PLC (37733W105)
|
8,629 |
$345k |
|
PEPSICO INC (713448108)
|
2,609 |
$342k |
|
ROYAL DUTCH SHELL (780259107)
|
5,097 |
$335k |
|
Netflix Inc (64110L106)
|
906 |
$329k |
|
CHUBB LIMITED (H1467J104)
|
2,224 |
$328k |
|
INTEL CORP (458140100)
|
6,602 |
$316k |
|
ALPHABET INC (02079K305)
|
291 |
$315k |
|
NOVARTIS AG (66987V109)
|
3,428 |
$313k |
|
CAMPBELL SOUP CO (134429109)
|
7,810 |
$313k |
|
UNILEVER N.V (904784709)
|
5,102 |
$310k |
|
Bank of America Corp. (060505104)
|
10,525 |
$305k |
|
Bristol-Myers Squibb Co (110122108)
|
6,657 |
$302k |
|
DU PONT E I DE NEMOURS & CO CO (263534109)
|
3,759 |
$282k |
|
ISHARES (464287465)
|
4,191 |
$275k |
|
KIMBERLY CLARK CORP (494368103)
|
2,030 |
$271k |
|
WESTERN ASSET MUN DEF OPP TR (95768A109)
|
12,225 |
$267k |
|
Alphabet Inc (02079K107)
|
247 |
$267k |
|
SPDR SERIES TRUST (78464A870)
|
3,032 |
$266k |
|
ProShares Short S&P 500 (74347R503)
|
9,697 |
$258k |
|
BROWN FORMAN CORP (115637209)
|
4,195 |
$233k |
|
JOHNSON CONTROLS INT (G51502105)
|
5,575 |
$230k |
|
Invesco Van kampen Municipal Opportunity trust (46132C107)
|
11,145 |
$137k |
|
SIRIUS XM HLDG (82968B103)
|
10,500 |
$59k |
|
International Tower Hill Mines (46050R102)
|
22,000 |
$12k |
|
Almaden Minerals Ltd (020283305)
|
12,135 |
$7k |
|
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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