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Legal Name: FAMILY MANAGEMENT CORPORATION
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES (464288646)
|
431,934 |
$23,083k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
176,457 |
$11,757k |
|
|
PIMCO ETF TR (72201R775)
|
106,399 |
$11,436k |
|
|
Apple Inc (037833100)
|
45,728 |
$9,050k |
|
|
MICROSOFT CORP (594918104)
|
66,219 |
$8,871k |
|
|
ISHARES TR (464288679)
|
62,837 |
$6,953k |
|
|
PIMCO ETF TR (72201R833)
|
63,198 |
$6,430k |
|
|
Amazon.com Inc (023135106)
|
2,805 |
$5,312k |
|
|
HOME DEPOT INC (437076102)
|
25,121 |
$5,224k |
|
|
JOHNSON & JOHNSON (478160104)
|
31,336 |
$4,364k |
|
|
DISNEY WALT CO (254687106)
|
30,463 |
$4,254k |
|
|
ISHARES TR (464288687)
|
109,021 |
$4,017k |
|
|
INTL BUSINESS MCHN (459200101)
|
26,309 |
$3,628k |
|
|
CITIGROUP INC (172967424)
|
51,522 |
$3,608k |
|
|
Exxon Mobil Corp (30231G102)
|
45,937 |
$3,520k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
55,376 |
$3,247k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
14,914 |
$3,179k |
|
|
PACWEST BANCORP DEL (695263103)
|
81,501 |
$3,165k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
14,386 |
$2,795k |
|
|
ENVESTNET INC (29404K106)
|
39,860 |
$2,725k |
|
|
GREAT AJAX CORP (38983D300)
|
183,816 |
$2,573k |
|
|
Illumina Inc (452327109)
|
6,855 |
$2,524k |
|
|
BLACKROCK DEBT STRAT FD INC (09255R202)
|
213,941 |
$2,304k |
|
|
Intercontinental Exchange Inc (45866F104)
|
26,470 |
$2,275k |
|
|
FEDEX CORP (31428X106)
|
13,346 |
$2,191k |
|
|
DOUBLELINE OPPORTUNISTIC CR (258623107)
|
96,926 |
$2,028k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
11,947 |
$2,024k |
|
|
Blackstone Strategic (09257r101)
|
135,672 |
$1,990k |
|
|
CONSTELLATION BRANDS (21036P108)
|
9,863 |
$1,942k |
|
|
BLACKROCK CORPOR HI YLD FD I (09255P107)
|
170,661 |
$1,829k |
|
|
BROOKFIELD REAL ASSETS INCOM (112830104)
|
76,483 |
$1,659k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
20,762 |
$1,625k |
|
|
NUVEEN NEW YORK AMT QLT MUNI (670656107)
|
123,795 |
$1,620k |
|
|
INSEEGO CORP (45782B104)
|
299,527 |
$1,435k |
|
|
PIMCO DYN CR& MORTGA (72202D106)
|
57,033 |
$1,363k |
|
|
BP PLC (055622104)
|
32,210 |
$1,343k |
|
|
NEW YORK MTG TR INC (649604808)
|
48,547 |
$1,189k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
20,015 |
$1,176k |
|
|
DOUBLELINE INCOME (258622109)
|
56,525 |
$1,129k |
|
|
NUVEEN QUALITY MUNCP INCOME (67066V101)
|
79,504 |
$1,113k |
|
|
ENTERPRISE PRODS (293792107)
|
37,010 |
$1,068k |
|
|
PFIZER INC (717081103)
|
24,202 |
$1,048k |
|
|
BLACKROCK MUNIYIELD QLTY FD (09254E103)
|
73,693 |
$973k |
|
|
CENTRIC BRANDS INC (15644G104)
|
235,000 |
$966k |
|
|
ENERGY TRANSFER LP (29273V100)
|
60,187 |
$847k |
|
|
BLACKROCK MULTI-SECTOR INC T (09258A107)
|
45,654 |
$797k |
|
|
Invesco Insured Municipal Inco (46132P108)
|
50,966 |
$776k |
|
|
BLACKROCK MUNI HLDGS (09255C106)
|
57,153 |
$752k |
|
|
Bristol-Myers Squibb Co (110122108)
|
16,546 |
$750k |
|
|
BLACKROCK CR. ALLOC (092508100)
|
56,927 |
$738k |
|
|
BLACKROCK MUN 2030 TAR TERM (09257P105)
|
30,145 |
$700k |
|
|
MERCK & CO INC (58933Y105)
|
8,281 |
$694k |
|
|
Nuveen Muni High Inc Opp (670682103)
|
45,988 |
$642k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
|
BLACKROCK MUNI INTER DR FD I (09253X102)
|
44,394 |
$624k |
|
|
Chevron Corp (166764100)
|
4,984 |
$620k |
|
|
NUVEEN AMT FREE QLTY MUN INC (670657105)
|
44,205 |
$610k |
|
|
Blackrock Munyld Ca Ins (09254N103)
|
41,891 |
$595k |
|
|
INTEL CORP (458140100)
|
12,370 |
$592k |
|
|
CREDIT SUISSE ASSET MGMT INC (224916106)
|
185,633 |
$577k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,063 |
$566k |
|
|
Regeneron Pharmaceuticals Inc (75886F107)
|
1,800 |
$563k |
Call |
|
NUVEEN ARIZONA QLTY MUN INC (67061W104)
|
42,872 |
$560k |
|
|
AMGEN INC (031162100)
|
3,002 |
$553k |
|
|
PGIM GLOBAL HIGH YIELD FUND INC (69346J106)
|
37,080 |
$536k |
|
|
Portola Pharmaceuticals Inc (737010108)
|
19,500 |
$529k |
|
|
MCDONALDS CORP (580135101)
|
2,309 |
$479k |
|
|
BLACKROCK 2022 GBL INCM OPP (09258P104)
|
49,153 |
$464k |
|
|
MORGAN STANLEY EM MKTS DM DE (617477104)
|
61,015 |
$422k |
|
|
NUVEEN AMT FREE MUN CR INC F (67071L106)
|
25,492 |
$405k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G870)
|
15,343 |
$383k |
|
|
NUVEEN MUN VALUE FD INC (670928100)
|
35,427 |
$361k |
|
|
Nuveen NC Premium Income Muni (67060P100)
|
26,565 |
$354k |
|
|
EATON VANCE MUNI INCOME TRUS (27826U108)
|
27,782 |
$346k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
5,609 |
$344k |
|
|
Alphabet Inc (02079K107)
|
312 |
$337k |
|
|
AT&T INC (00206R102)
|
9,645 |
$323k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,644 |
$315k |
|
|
NUVEEN SELECT TAX FREE INCM (67062F100)
|
19,553 |
$299k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,433 |
$280k |
|
|
KKR & CO INC (48251W104)
|
10,503 |
$265k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,376 |
$265k |
|
|
BLACKROCK MUNIVEST FD INC (09253R105)
|
28,501 |
$261k |
|
|
INVESCO QUALITY MUNI INC TRS (46133G107)
|
20,955 |
$260k |
|
|
FIRST TR INTER DUR PFD & IN (33718W103)
|
10,973 |
$250k |
|
|
CISCO SYSTEMS INC (17275R102)
|
4,559 |
$250k |
|
|
ONEOK Inc (682680103)
|
3,623 |
$249k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,128 |
$244k |
|
|
Boeing Co/The (097023105)
|
664 |
$242k |
|
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
5,590 |
$223k |
|
|
ISHARES (464288638)
|
3,906 |
$222k |
|
|
GENERAL MILLS INC (370334104)
|
4,036 |
$212k |
|
|
NUVEEN SELECT TAX FREE INCM SH BEN (67063C106)
|
14,404 |
$207k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,111 |
$206k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
2,141 |
$202k |
|
|
ISHARES (464288448)
|
6,260 |
$192k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
1,575 |
$192k |
|
|
NIKE INC (654106103)
|
2,210 |
$186k |
|
|
PIMCO ETF TR (72201R866)
|
3,360 |
$184k |
|
|
LEXINGTON REALTY TR (529043101)
|
18,337 |
$173k |
|
|
Facebook Inc (30303M102)
|
872 |
$168k |
|
|
BLACKROCK N Y MUN INCOME TR (09248L106)
|
11,583 |
$157k |
|
|
RESEARCH FRONTIERS INC (760911107)
|
43,000 |
$143k |
|
|
ISHARES (464287887)
|
735 |
$134k |
|
|
GOLDMAN SACHS ETF TR (381430107)
|
4,432 |
$127k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
635 |
$126k |
|
|
GOLDMAN SACHS ETF TR (381430206)
|
3,689 |
$121k |
|
|
ALPHABET INC (02079K305)
|
100 |
$108k |
Call |
|
PARK CITY GROUP INC (700215304)
|
18,850 |
$101k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
458 |
$92k |
|
|
GABELLI EQUITY TRUST (362397101)
|
14,206 |
$88k |
|
|
ORBCOMM INC COM (68555P100)
|
11,651 |
$84k |
|
|
ISHARES TR (464287663)
|
1,368 |
$77k |
|
|
CHEMBIO DIAGNOSTICS INC (163572209)
|
10,762 |
$66k |
|
|
ISHARE (464287754)
|
375 |
$59k |
|
|
ISHARES (464287556)
|
502 |
$55k |
|
|
PIMCO ETF TR (72201R718)
|
525 |
$53k |
|
|
ISHARES TR (464287457)
|
418 |
$35k |
|
|
I SHARES TR (46429B598)
|
918 |
$32k |
|
|
MILESTONE SCIENTIFIC INC (59935P209)
|
84,029 |
$30k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
236 |
$27k |
|
|
ISHARES (464287291)
|
150 |
$27k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
168 |
$26k |
|
|
GERON CORP (374163103)
|
10,200 |
$14k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
200 |
$11k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
48 |
$10k |
|
|
NANOVIRICIDES INC (630087203)
|
14,143 |
$3k |
|
|
ISHARES FLT (46429B655)
|
58 |
$3k |
|
|
ISHARES TR (464287176)
|
11 |
$1k |
|
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