Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BRUDERMAN ASSET MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
HEICO Corp (422806109)
|
222,958 |
$29,834k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
278,542 |
$15,913k |
|
|
CISCO SYSTEMS INC (17275R102)
|
280,877 |
$15,372k |
|
|
DUKE ENERGY CORP (26441C204)
|
168,676 |
$14,884k |
|
|
PFIZER INC (717081103)
|
337,245 |
$14,609k |
|
|
HEICO CORP NEW (422806208)
|
141,047 |
$14,580k |
|
|
TOTAL S A (892E11300)
|
219,457 |
$12,244k |
|
|
BCE INC (05534B760)
|
250,418 |
$11,389k |
|
|
ROYAL DUTCH SHELL (780259107)
|
171,629 |
$11,283k |
|
|
AT&T INC (00206R102)
|
326,037 |
$10,925k |
|
|
MERCK & CO INC (58933Y105)
|
127,519 |
$10,692k |
|
|
PAYCHEX INC (704326107)
|
116,437 |
$9,582k |
|
|
NEXTERA ENERGY INC (65339F101)
|
42,459 |
$8,698k |
|
|
Garmin Ltd (H2906T109)
|
108,457 |
$8,655k |
|
|
ONEOK Inc (682680103)
|
124,537 |
$8,569k |
|
|
MCDONALDS CORP (580135101)
|
37,842 |
$7,858k |
|
|
MICROSOFT CORP (594918104)
|
54,794 |
$7,340k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
87,670 |
$7,309k |
|
|
HOME DEPOT INC (437076102)
|
33,290 |
$6,923k |
|
|
Apple Inc (037833100)
|
34,402 |
$6,809k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
22,415 |
$6,567k |
|
|
Intercontinental Exchange Inc (45866F104)
|
74,317 |
$6,387k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
63,081 |
$6,364k |
|
|
VISA INC COM CL A (92826C839)
|
36,646 |
$6,360k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
53,239 |
$6,346k |
|
|
Lockheed Martin Corp (539830109)
|
17,273 |
$6,279k |
|
|
COSTCO WHSL CORP (22160K105)
|
22,532 |
$5,954k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
38,076 |
$5,921k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
67,307 |
$5,883k |
|
|
DOMINION ENERGY INC (25746U109)
|
75,022 |
$5,801k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
93,711 |
$5,442k |
|
|
MAXIM INTEGRATED PRODS INC (57772K101)
|
83,773 |
$5,011k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
19,776 |
$4,761k |
|
|
PROCTER & GAMBLE CO (742718109)
|
43,147 |
$4,731k |
|
|
ISHARES TR EXPANDED TECH (464287515)
|
21,168 |
$4,624k |
|
|
ISHARES (464287465)
|
70,078 |
$4,606k |
|
|
General Motors Co (37045V100)
|
118,595 |
$4,569k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J775)
|
86,103 |
$4,553k |
|
|
Amazon.com Inc (023135106)
|
2,394 |
$4,533k |
|
|
ALPHABET INC (02079K305)
|
4,069 |
$4,406k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
58,159 |
$4,343k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
72,619 |
$4,330k |
|
|
CME GROUP INC (12572Q105)
|
20,049 |
$3,892k |
|
|
INTL BUSINESS MCHN (459200101)
|
26,320 |
$3,629k |
|
|
SANOFI (80105N105)
|
80,493 |
$3,483k |
|
|
PEPSICO INC (713448108)
|
25,566 |
$3,353k |
|
|
EATON CORPORATION (G29183103)
|
38,914 |
$3,241k |
|
|
Nutrien Ltd (67077M108)
|
57,553 |
$3,086k |
|
|
Boeing Co/The (097023105)
|
7,896 |
$2,874k |
|
|
ZOETIS INC (98978V103)
|
23,032 |
$2,614k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
21,252 |
$2,291k |
|
|
Royal Dutch Shell PLC (780259206)
|
34,712 |
$2,259k |
|
|
IAC INTERACTIVECORP (44919P508)
|
10,102 |
$2,197k |
|
|
TJX COMPANIES INC (872540109)
|
40,064 |
$2,119k |
|
|
JOHNSON & JOHNSON (478160104)
|
14,972 |
$2,085k |
|
|
WISDOMTREE TR (97717W125)
|
54,269 |
$2,051k |
|
|
ConocoPhillips (20825C104)
|
32,993 |
$2,013k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
2,954 |
$1,550k |
|
|
UNION PAC CORP (907818108)
|
8,348 |
$1,412k |
|
|
Exxon Mobil Corp (30231G102)
|
18,430 |
$1,412k |
|
|
TEXAS INSTRUMENTS (882508104)
|
11,455 |
$1,315k |
|
|
MARSH & MCLENNAN COS (571748102)
|
12,414 |
$1,238k |
|
|
FLAHERTY & CRUMRINE (338478100)
|
53,601 |
$1,068k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
12,399 |
$1,030k |
|
|
ISHARES TR (46434V803)
|
34,518 |
$1,029k |
|
|
PIMCO INCOME OPPORTUNITY FD (72202B100)
|
35,861 |
$972k |
|
|
NuveeN S&P 500 B-W Income (6706ER101)
|
71,773 |
$956k |
|
|
NUVEEN PFD & INCM SECURTIES (67072C105)
|
98,451 |
$935k |
|
|
PIMCO DYN CR& MORTGA (72202D106)
|
38,749 |
$926k |
|
|
ALTRIA GROUP INC (02209S103)
|
19,178 |
$908k |
|
|
Nuveen Real Estate Income Fund (67071B108)
|
86,329 |
$906k |
|
|
AMGEN INC (031162100)
|
4,772 |
$879k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
4,014 |
$813k |
|
|
ORACLE CORP (68389X105)
|
13,432 |
$765k |
|
|
SYSCO CORP (871829107)
|
9,295 |
$657k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
30,193 |
$646k |
|
|
Chevron Corp (166764100)
|
4,829 |
$601k |
|
|
UNILEVER PLC (904767704)
|
8,729 |
$541k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
88,051 |
$525k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
4,657 |
$521k |
|
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
22,986 |
$488k |
|
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
22,971 |
$486k |
|
|
STARBUCKS CORP (855244109)
|
5,477 |
$459k |
|
|
COMCAST CORP (20030N101)
|
8,762 |
$370k |
|
|
Linde PLC (G5494J103)
|
1,841 |
$370k |
|
|
COCA-COLA CO (191216100)
|
7,112 |
$362k |
|
|
PPL CORP (69351T106)
|
11,418 |
$354k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
8,631 |
$345k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
15,171 |
$321k |
|
|
BECTON DICKINSON (075887109)
|
1,273 |
$321k |
|
|
AURORA CANNABIS (05156X108)
|
40,470 |
$318k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
962 |
$311k |
|
|
INTEL CORP (458140100)
|
6,128 |
$293k |
|
|
MONDELEZ INTL INC (609207105)
|
5,373 |
$290k |
|
|
WD-40 CO (929236107)
|
1,816 |
$289k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,650 |
$280k |
|
|
NOVARTIS AG (66987V109)
|
3,058 |
$279k |
|
|
KIMBERLY CLARK CORP (494368103)
|
2,072 |
$276k |
|
|
Netflix Inc (64110L106)
|
728 |
$267k |
|
|
PIMCO ETF TR (72201R833)
|
2,582 |
$263k |
|
|
Invesco BulletShares 2025 Corp Bd ETF (46138J825)
|
11,551 |
$244k |
|
|
UNITED TECHNOLOGIES (913017109)
|
1,803 |
$235k |
|
|
DARDEN RESTAURANT (237194105)
|
1,896 |
$231k |
|
|
Marathon Petroleum Corp (56585A102)
|
4,064 |
$227k |
|
|
Deere & Co (244199105)
|
1,356 |
$225k |
|
|
ISHARES FLT (46429B655)
|
4,388 |
$223k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,041 |
$222k |
|
|
CVS HEALTH CORP (126650100)
|
3,970 |
$216k |
|
|
Alphabet Inc (02079K107)
|
197 |
$213k |
|
|
ISHARES (464287242)
|
1,712 |
$213k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J791)
|
10,538 |
$213k |
|
|
DIAGEO P L C (25243Q205)
|
1,212 |
$209k |
|
|
NUVEEN NY MUN VALUE (67062M105)
|
16,275 |
$162k |
|
|
GABELLI EQUITY TRUST (362397101)
|
11,700 |
$72k |
|
|
CREDIT SUISSE HIGH YLD BND F (22544F103)
|
26,960 |
$67k |
|
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.