Avoid Fraud, Get The Facts, And Find The Best
Legal Name: DREXEL MORGAN & CO.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 8, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
98,182 |
$8,156k |
|
VANGUARD GROUP (921908844)
|
70,696 |
$8,141k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
94,147 |
$5,781k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
34,891 |
$4,439k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
29,021 |
$4,356k |
|
ISHARES TR (46429B697)
|
65,119 |
$4,020k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
24,633 |
$3,876k |
|
iShares Treasury Floating Rate Bond (46434V860)
|
75,100 |
$3,778k |
|
TELEFLEX INC (879369106)
|
10,000 |
$3,312k |
|
MICROSOFT CORP (594918104)
|
18,452 |
$2,472k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
8,387 |
$2,457k |
|
PROCTER & GAMBLE CO (742718109)
|
20,366 |
$2,233k |
|
UNION PAC CORP (907818108)
|
12,998 |
$2,198k |
|
ABBOTT LABS (002824100)
|
25,949 |
$2,182k |
|
Exxon Mobil Corp (30231G102)
|
28,327 |
$2,171k |
|
COCA-COLA CO (191216100)
|
41,590 |
$2,118k |
|
JOHNSON & JOHNSON (478160104)
|
14,583 |
$2,031k |
|
Deere & Co (244199105)
|
12,070 |
$2,000k |
|
American Express Co. (025816109)
|
15,272 |
$1,885k |
|
SPDR S&P DIVIDEND (78464A763)
|
18,216 |
$1,838k |
|
MCDONALDS CORP (580135101)
|
8,660 |
$1,798k |
|
MERCK & CO INC (58933Y105)
|
20,928 |
$1,755k |
|
Caterpillar Inc (149123101)
|
12,835 |
$1,749k |
|
AT&T INC (00206R102)
|
50,178 |
$1,681k |
|
COLGATE PALMOLIVE CO (194162103)
|
23,431 |
$1,679k |
|
MEDTRONIC PLC (G5960L103)
|
17,144 |
$1,670k |
|
INTL BUSINESS MCHN (459200101)
|
11,962 |
$1,650k |
|
Apple Inc (037833100)
|
8,306 |
$1,644k |
|
DISNEY WALT CO (254687106)
|
11,309 |
$1,579k |
|
3M CO (88579Y101)
|
8,888 |
$1,541k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
8,200 |
$1,531k |
|
EMERSON ELEC CO (291011104)
|
22,633 |
$1,510k |
|
Amazon.com Inc (023135106)
|
785 |
$1,486k |
|
UNITED TECHNOLOGIES (913017109)
|
11,360 |
$1,479k |
|
UNILEVER PLC (904767704)
|
22,631 |
$1,402k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
23,914 |
$1,230k |
|
Schlumberger Ltd (806857108)
|
30,254 |
$1,202k |
|
ISHARES (464287630)
|
9,572 |
$1,153k |
|
DuPont de Nemours Inc (26614N102)
|
13,190 |
$990k |
|
JPMORGAN CHASE & CO (46625H100)
|
7,350 |
$822k |
|
KIMBERLY CLARK CORP (494368103)
|
6,030 |
$804k |
|
HOME DEPOT INC (437076102)
|
3,500 |
$728k |
|
ISHARES TR (46432F396)
|
5,695 |
$675k |
|
TRAVELERS CO(THE) (89417E109)
|
4,306 |
$644k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
14,700 |
$613k |
|
GILEAD SCIENCES INC (375558103)
|
8,606 |
$581k |
|
BECTON DICKINSON (075887109)
|
2,268 |
$572k |
|
PAYCHEX INC (704326107)
|
6,890 |
$567k |
|
SPDR DOW JONES INDL (78467X109)
|
2,000 |
$532k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,610 |
$482k |
|
UBS AG LONDON (90267B682)
|
30,125 |
$475k |
|
NORTHERN TR CORP (665859104)
|
5,017 |
$452k |
|
AIR PRODS & CHEMS INC (009158106)
|
1,975 |
$447k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
2,165 |
$435k |
|
JPMORGAN CHASE & CO (46625H365)
|
17,335 |
$435k |
|
Autodesk Inc (052769106)
|
2,608 |
$425k |
|
Bristol-Myers Squibb Co (110122108)
|
9,298 |
$422k |
|
BAXTER INTL INC (071813109)
|
4,997 |
$409k |
|
PayPal Holdings Inc (70450Y103)
|
3,520 |
$403k |
|
MASTERCARD INC (57636Q104)
|
1,505 |
$398k |
|
NIKE INC (654106103)
|
4,688 |
$394k |
|
ORACLE CORP (68389X105)
|
6,896 |
$393k |
|
UNITEDHEALTH GRP INC (91324P102)
|
1,433 |
$350k |
|
Diamondback Energy Inc (25278X109)
|
3,065 |
$334k |
|
PEPSICO INC (713448108)
|
2,500 |
$328k |
|
Boeing Co/The (097023105)
|
875 |
$319k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
1,170 |
$315k |
|
ISHARES (464288877)
|
6,305 |
$303k |
|
VANGUARD INTL EQUITY (922042718)
|
2,730 |
$287k |
|
Intercontinental Exchange Inc (45866F104)
|
3,240 |
$278k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
10,000 |
$276k |
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
5,035 |
$276k |
|
AFLAC INC (001055102)
|
4,775 |
$262k |
|
ISHARES (464288885)
|
3,245 |
$262k |
|
Chevron Corp (166764100)
|
2,000 |
$249k |
|
EOG Resources Inc (26875P101)
|
2,471 |
$230k |
|
VISA INC COM CL A (92826C839)
|
1,300 |
$226k |
|
VANGUARD MUN BD FD INC (922907746)
|
4,190 |
$222k |
|
LILLY ELI & CO (532457108)
|
2,000 |
$222k |
|
CVS HEALTH CORP (126650100)
|
3,966 |
$216k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
2,700 |
$211k |
|
PRUDENTIAL FINL (744320102)
|
2,000 |
$202k |
|
WESTERN ASSET INVT GRADE DEF (95790A101)
|
9,615 |
$201k |
|
WELLS FARGO CO NEW (949746101)
|
4,000 |
$189k |
|
Royal Dutch Shell PLC (780259206)
|
2,741 |
$178k |
|
VERIZON COMMUNICATIONS (92343V104)
|
3,000 |
$171k |
|
AMGEN INC (031162100)
|
750 |
$138k |
|
ABBVIE INC (00287Y109)
|
1,800 |
$131k |
|
ADP (053015103)
|
700 |
$116k |
|
Berkshire Hathaway, Inc. (084670702)
|
500 |
$107k |
|
STRYKER CORP (863667101)
|
500 |
$103k |
|
PFIZER INC (717081103)
|
2,000 |
$87k |
|
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.