Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ELGETHUN CAPITAL MANAGEMENT
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 8, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
Berkshire Hathaway, Inc. (084670702)
|
84,735 |
$18,063k |
|
SCHWAB STRATEGIC TRUST (808524730)
|
408,119 |
$11,729k |
|
SCHWAB STRATEGIC TR (808524805)
|
321,960 |
$10,332k |
|
Apple Inc (037833100)
|
39,995 |
$7,916k |
|
SOUTHWEST AIRLS CO (844741108)
|
101,792 |
$5,169k |
|
DISNEY WALT CO (254687106)
|
35,733 |
$4,990k |
|
JPMORGAN CHASE & CO (46625H100)
|
44,183 |
$4,940k |
|
American Express Co. (025816109)
|
39,892 |
$4,924k |
|
META FINL GROUP INC (59100U108)
|
164,710 |
$4,620k |
|
ANHEUSER BUSCH INBEV (03524A108)
|
51,871 |
$4,591k |
|
Charles Schwab Corp/The (808513105)
|
113,250 |
$4,552k |
|
MICROSOFT CORP (594918104)
|
32,766 |
$4,389k |
|
STARBUCKS CORP (855244109)
|
52,270 |
$4,382k |
|
JOHNSON & JOHNSON (478160104)
|
30,590 |
$4,261k |
|
WELLS FARGO CO NEW (949746101)
|
86,990 |
$4,116k |
|
CRIMSON WINE GROUP COM USD0.01 (22662X100)
|
472,135 |
$3,777k |
|
AXALTA COATING SYS LTD (G0750C108)
|
126,198 |
$3,757k |
|
INTEL CORP (458140100)
|
75,802 |
$3,629k |
|
Bank of New York Mellon Corp. (064058100)
|
79,137 |
$3,494k |
|
JEFFERIES FINANCIAL (47233W109)
|
181,622 |
$3,493k |
|
GOLDMAN SACHS GROUP (38141G104)
|
16,886 |
$3,455k |
|
FIAT CHRYSLER AUTOMOBILES N (N31738102)
|
248,967 |
$3,441k |
|
CITIGROUP INC (172967424)
|
45,272 |
$3,170k |
|
NVR INC (62944T105)
|
907 |
$3,057k |
|
3M CO (88579Y101)
|
16,663 |
$2,888k |
|
GENERAL ELECTRIC CO (369604103)
|
269,717 |
$2,832k |
|
WALGREENS BOOTS ALLI (931427108)
|
50,715 |
$2,773k |
|
COLFAX CORP (194014106)
|
98,480 |
$2,760k |
|
Bank of America Corp. (060505104)
|
88,769 |
$2,574k |
|
General Motors Co (37045V100)
|
60,297 |
$2,323k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
35,396 |
$1,978k |
|
GREIF INC CL B (397624206)
|
44,302 |
$1,934k |
|
DELTA AIR LINES (247361702)
|
30,650 |
$1,739k |
|
SCHWAB STRATEGIC TR (808524201)
|
23,601 |
$1,657k |
|
AFLAC INC (001055102)
|
29,972 |
$1,643k |
|
UNITEDHEALTH GRP INC (91324P102)
|
6,389 |
$1,559k |
|
LOEWS CORP (540424108)
|
22,957 |
$1,255k |
|
LILLY ELI & CO (532457108)
|
9,166 |
$1,016k |
|
BANK AMER CORP (060505682)
|
730 |
$1,002k |
|
BERKLEY W R CORP (084423102)
|
13,799 |
$910k |
|
WELLS FARGO CO NEW (949746804)
|
662 |
$903k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
4,358 |
$875k |
|
PEPSICO INC (713448108)
|
6,631 |
$870k |
|
THE HERSHEY COMPANY (427866108)
|
6,350 |
$851k |
|
COCA-COLA CO (191216100)
|
16,707 |
$851k |
|
Amazon.com Inc (023135106)
|
436 |
$826k |
|
AAL (02376R102)
|
23,584 |
$769k |
|
UNITED AIRLINES HLDG (910047109)
|
8,715 |
$763k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
8,485 |
$742k |
|
MERCK & CO INC (58933Y105)
|
8,651 |
$725k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
4,318 |
$671k |
|
VERIZON COMMUNICATIONS (92343V104)
|
11,183 |
$639k |
|
WALMART INC COM (931142103)
|
5,685 |
$628k |
|
VISA INC COM CL A (92826C839)
|
3,415 |
$593k |
|
ISHARES (464287465)
|
8,908 |
$586k |
|
MCDONALDS CORP (580135101)
|
2,755 |
$572k |
|
Werner Enterprises (950755108)
|
17,872 |
$555k |
|
ISHARES TR (464288687)
|
14,948 |
$551k |
|
MARKEL CORP (570535104)
|
499 |
$544k |
|
SUMMIT HOTEL PPTYS INC COM (866082100)
|
42,409 |
$486k |
|
SYSCO CORP (871829107)
|
6,802 |
$481k |
|
Alphabet Inc (02079K107)
|
432 |
$467k |
|
BP PLC (055622104)
|
9,662 |
$403k |
|
HOME DEPOT INC (437076102)
|
1,875 |
$390k |
|
Chevron Corp (166764100)
|
2,939 |
$366k |
|
PFIZER INC (717081103)
|
8,147 |
$353k |
|
ABBVIE INC (00287Y109)
|
4,753 |
$346k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
12,254 |
$338k |
|
PROCTER & GAMBLE CO (742718109)
|
2,990 |
$328k |
|
BOSTON SCIENTIFIC (101137107)
|
7,485 |
$322k |
|
CVS HEALTH CORP (126650100)
|
5,373 |
$293k |
|
MDU RES GROUP INC (552690109)
|
11,062 |
$285k |
|
Booking Holdings, Inc. (09857L108)
|
150 |
$281k |
|
ESTEE LAUDER CO (518439104)
|
1,470 |
$269k |
|
S&P GLOBAL INC (78409V104)
|
1,070 |
$244k |
|
Exxon Mobil Corp (30231G102)
|
3,171 |
$243k |
|
HONEYWELL INTL INC (438516106)
|
1,375 |
$240k |
|
ISHARES (464287168)
|
2,270 |
$226k |
|
ALPHABET INC (02079K305)
|
205 |
$222k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
5,092 |
$217k |
|
POSCO (693483109)
|
4,081 |
$217k |
|
MONSTER BEVERAGE CRP (61174X109)
|
3,330 |
$213k |
|
Intuit Inc (461202103)
|
800 |
$209k |
|
SPDR GOLD TR GOLD (78463V107)
|
1,520 |
$202k |
|
ECOLAB INC (278865100)
|
995 |
$196k |
|
Intercontinental Exchange Inc (45866F104)
|
2,150 |
$185k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
4,271 |
$178k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
17,554 |
$173k |
|
BLOOM ENERGY CORP CL A COM (093712107)
|
10,612 |
$130k |
|
Green Brick Partners Inc (392709101)
|
10,800 |
$90k |
|
BIOTIME INC (09066L105)
|
15,000 |
$17k |
|
Uranium Energy Corp. (916896103)
|
11,200 |
$15k |
|
TREVENA INC (89532e109)
|
10,000 |
$10k |
|
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.