Avoid Fraud, Get The Facts, And Find The Best
Legal Name: FERNWOOD INVESTMENT MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 1, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
GLOBAL BLOOD THERAPEUTICS IN (37890U108)
|
327,905 |
$17,248k |
|
|
Portola Pharmaceuticals Inc (737010108)
|
381,911 |
$10,361k |
|
|
MYOKARDIA INC (62857M105)
|
120,248 |
$6,029k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
19,244 |
$5,672k |
|
|
Facebook Inc (30303M102)
|
24,007 |
$4,633k |
|
|
TEXAS PAC LD TR (882610108)
|
5,602 |
$4,409k |
|
|
VISA INC COM CL A (92826C839)
|
20,528 |
$3,563k |
|
|
ALTRIA GROUP INC (02209S103)
|
72,246 |
$3,421k |
|
|
ISHARES TR (464287812)
|
26,782 |
$3,253k |
|
|
Amazon.com Inc (023135106)
|
1,577 |
$2,986k |
|
|
GILEAD SCIENCES INC (375558103)
|
41,869 |
$2,829k |
|
|
VANGUARD WORLD FD (921910816)
|
21,550 |
$2,790k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
17,800 |
$2,768k |
|
|
CVS HEALTH CORP (126650100)
|
50,140 |
$2,732k |
|
|
UNION PAC CORP (907818108)
|
15,716 |
$2,658k |
|
|
ISHARES (464287168)
|
26,400 |
$2,628k |
|
|
JOHNSON & JOHNSON (478160104)
|
18,161 |
$2,529k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
12,737 |
$2,474k |
|
|
CERIDIAN HCM HLDG INC (15677J108)
|
47,940 |
$2,407k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
14,412 |
$2,346k |
|
|
PHILIP MORRIS INTL (718172109)
|
29,131 |
$2,288k |
|
|
MONGODB INC CL A (60937P106)
|
14,528 |
$2,210k |
|
|
ALPHABET INC (02079K305)
|
1,900 |
$2,057k |
|
|
YUM CHINA HLDGS INC (98850P109)
|
44,100 |
$2,037k |
|
|
SBA COMMUNICATIONS CORP NEW (78410G104)
|
8,800 |
$1,979k |
|
|
ARES CAP CORP (04010L103)
|
109,937 |
$1,972k |
|
|
GOLAR LNG LTD (G9456A100)
|
105,404 |
$1,948k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
77,120 |
$1,940k |
|
|
UNIVERSAL DISPLAY CP (91347P105)
|
10,215 |
$1,921k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
6 |
$1,910k |
|
|
BIOGEN INC (09062X103)
|
7,785 |
$1,821k |
|
|
ISHARES TR CORE DIV GRWTH (46434V621)
|
47,653 |
$1,820k |
|
|
Phillips 66 (718546104)
|
18,451 |
$1,726k |
|
|
Exxon Mobil Corp (30231G102)
|
22,415 |
$1,718k |
|
|
EXCHANGE TRADED CONCEPTS TR (301505889)
|
53,397 |
$1,715k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
9,868 |
$1,672k |
|
|
MEDTRONIC PLC (G5960L103)
|
17,064 |
$1,662k |
|
|
CONSTELLATION BRANDS (21036P108)
|
8,045 |
$1,584k |
|
|
Apple Inc (037833100)
|
7,527 |
$1,490k |
|
|
MONSTER BEVERAGE CRP (61174X109)
|
22,410 |
$1,430k |
|
|
Axon Enterprise Inc (05464C101)
|
21,750 |
$1,397k |
|
|
ConocoPhillips (20825C104)
|
22,745 |
$1,387k |
|
|
PFIZER INC (717081103)
|
30,858 |
$1,337k |
|
|
Alphabet Inc (02079K107)
|
1,230 |
$1,330k |
|
|
Weyerhaeuser Co (962166104)
|
49,170 |
$1,295k |
|
|
Illumina Inc (452327109)
|
3,475 |
$1,279k |
|
|
ISHARES (464287465)
|
18,308 |
$1,203k |
|
|
SPDR SERIES TRUST (78464A805)
|
31,722 |
$1,157k |
|
|
YUM BRANDS INC (988498101)
|
10,350 |
$1,145k |
|
|
ABC (03073E105)
|
13,300 |
$1,134k |
|
|
ABBVIE INC (00287Y109)
|
15,180 |
$1,104k |
|
|
SKYWORKS SOLUTIONS INC (83088m102)
|
13,455 |
$1,040k |
|
|
DISNEY WALT CO (254687106)
|
6,918 |
$966k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
40,041 |
$907k |
|
|
MCCORMICK & CO INC (579780206)
|
5,770 |
$894k |
|
|
Williams Cos Inc/The (969457100)
|
31,018 |
$870k |
|
|
ISHARES (464287234)
|
19,736 |
$847k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
16,694 |
$819k |
|
|
UNITED PARCEL SERVIC (911312106)
|
7,563 |
$781k |
|
|
IPG PHOTONICS CORP COM (44980X109)
|
4,970 |
$767k |
|
|
PayPal Holdings Inc (70450Y103)
|
6,600 |
$755k |
|
|
IRON MOUNTAIN INC (46284V101)
|
23,706 |
$742k |
|
|
CBOE GLOBAL MARKETS INC (12503M108)
|
7,135 |
$739k |
|
|
MICROSOFT CORP (594918104)
|
5,350 |
$717k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
1,940 |
$716k |
|
|
AGIOS PHARMACEUTICALS INC (00847X104)
|
14,000 |
$698k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,273 |
$698k |
|
|
ISHARES (464287556)
|
6,346 |
$692k |
|
|
SPDR SERIES TRUST (78468R622)
|
6,312 |
$688k |
|
|
WELLS FARGO CO NEW (949746804)
|
500 |
$682k |
|
|
S&P WRLD EX US (78463X889)
|
22,496 |
$666k |
|
|
MCDONALDS CORP (580135101)
|
3,182 |
$661k |
|
|
SPDR SERIES TRUST (78464A409)
|
16,748 |
$649k |
|
|
LYONDELLBASELL INDUS (N53745100)
|
7,475 |
$644k |
|
|
BRUNSWICK CORP (117043109)
|
13,825 |
$634k |
|
|
CYPRESS SEMICONDUCTR (232806109)
|
28,100 |
$625k |
|
|
Caterpillar Inc (149123101)
|
4,564 |
$622k |
|
|
WATERS CORP (941848103)
|
2,825 |
$608k |
|
|
GENTHERM INC (37253A103)
|
13,885 |
$581k |
|
|
CHIPOTLE MEXICAN GRL (169656105)
|
785 |
$575k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
3,090 |
$571k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
6,472 |
$566k |
|
|
MADISON SQUARE GARDEN CO NEW CL A (55825T103)
|
2,000 |
$560k |
|
|
AVAYA HLDGS CORP COM (05351X101)
|
46,300 |
$551k |
|
|
SPDR SERIES TRUST (78464A508)
|
16,819 |
$526k |
|
|
THE HERSHEY COMPANY (427866108)
|
3,925 |
$526k |
|
|
Netflix Inc (64110L106)
|
1,404 |
$516k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
2,856 |
$512k |
|
|
DANAHER CORP (235851102)
|
3,579 |
$512k |
|
|
CTRIP COM INTL LTD (22943F100)
|
13,820 |
$510k |
|
|
ABBOTT LABS (002824100)
|
6,020 |
$506k |
|
|
ISHARES TR (46432F339)
|
5,478 |
$501k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
5,106 |
$473k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
5,915 |
$462k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,892 |
$455k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
8,588 |
$436k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
3,902 |
$434k |
|
|
COLUMBIA EMERGING GL (19762B509)
|
18,700 |
$427k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
3,156 |
$400k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
3,228 |
$385k |
|
|
DuPont de Nemours Inc (26614N102)
|
5,016 |
$377k |
|
|
IMMUNOGEN INC (45253H101)
|
172,000 |
$373k |
|
|
Dow Inc (260557103)
|
7,459 |
$368k |
|
|
CISCO SYSTEMS INC (17275R102)
|
6,540 |
$358k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
5,558 |
$354k |
|
|
GENERAC HLDGS INC (368736104)
|
5,100 |
$354k |
|
|
Nucor Corp (670346105)
|
6,405 |
$353k |
|
|
HCP INC (40414L109)
|
11,038 |
$353k |
|
|
SPDR SERIES TRUST (78464A847)
|
10,088 |
$344k |
|
|
Occidental Petroleum Corp (674599105)
|
6,810 |
$342k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,295 |
$316k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
4,400 |
$315k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
2,528 |
$308k |
|
|
DOLLAR TREE INC (256746108)
|
2,800 |
$301k |
|
|
METTLER TOLEDO INTL (592688105)
|
350 |
$294k |
|
|
WISDOMTREE TR (97717W505)
|
8,085 |
$293k |
|
|
MASTERCARD INC (57636Q104)
|
1,079 |
$285k |
|
|
I SHARES TR (46429B598)
|
8,060 |
$285k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
3,001 |
$284k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
7,868 |
$282k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
2,566 |
$282k |
|
|
Chevron Corp (166764100)
|
2,230 |
$278k |
|
|
ALIGN TECHNOLOGY INC (016255101)
|
1,000 |
$274k |
|
|
NVIDIA Corp (67066G104)
|
1,670 |
$274k |
|
|
ALLIANCE DATA SYSTEM (018581108)
|
1,940 |
$272k |
|
|
CELGENE CORP (151020104)
|
2,925 |
$270k |
|
|
DIGITAL RLTY TR INC (253868103)
|
2,225 |
$262k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
1,986 |
$253k |
|
|
LIVANOVA PLC (G5509L101)
|
3,500 |
$252k |
|
|
KINDER MORGAN INC (49456B101)
|
12,051 |
$252k |
|
|
Boeing Co/The (097023105)
|
689 |
$251k |
|
|
STARBUCKS CORP (855244109)
|
2,952 |
$247k |
|
|
COCA-COLA CO (191216100)
|
4,542 |
$231k |
|
|
EXPEDIA GROUP INC (30212P303)
|
1,725 |
$229k |
|
|
JAZZ PHARMA PLC (G50871105)
|
1,605 |
$229k |
|
|
SPDR SERIES TRUST (78464A201)
|
3,757 |
$229k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,603 |
$229k |
|
|
PIMCO ETF TR (72201R775)
|
2,119 |
$228k |
|
|
F5 NETWORKS INC (315616102)
|
1,550 |
$226k |
|
|
SAFETY INS GROUP INC (78648T100)
|
2,327 |
$221k |
|
|
TRACTOR SUPPLY CO (892356106)
|
2,000 |
$218k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
3,398 |
$217k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,370 |
$215k |
|
|
WISDOMTREE TR (97717W604)
|
7,928 |
$215k |
|
|
ISHARES TR (464288687)
|
5,636 |
$208k |
|
|
FORD MOTOR CO (345370860)
|
16,000 |
$164k |
|
|
ENCANA CORP (292505104)
|
21,637 |
$111k |
|
|
CHEMOCENTRYX INC (16383L106)
|
10,000 |
$93k |
|
|
FOAMIX PHARMACUTICLS (M46135105)
|
34,000 |
$81k |
|
|
INVESCO SR INCOME TR (46131H107)
|
18,300 |
$79k |
|
|
BNY MELLON HIGH YIELD STRATE (09660L105)
|
25,000 |
$76k |
|
|
POLYMET MINING CO (731916102)
|
20,000 |
$9k |
|
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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