Avoid Fraud, Get The Facts, And Find The Best
Legal Name: KLINGENSTEIN, FIELDS & CO., LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
Berkshire Hathaway, Inc. (084670702)
|
205,050 |
$43,711k |
|
DISNEY WALT CO (254687106)
|
308,329 |
$43,055k |
|
UNION PAC CORP (907818108)
|
204,620 |
$34,603k |
|
HONEYWELL INTL INC (438516106)
|
175,042 |
$30,561k |
|
COMCAST CORP (20030N101)
|
609,552 |
$25,772k |
|
MICROSOFT CORP (594918104)
|
174,905 |
$23,430k |
|
UNITED TECHNOLOGIES (913017109)
|
176,587 |
$22,992k |
|
BROADCOM INC (11135F101)
|
69,429 |
$19,986k |
|
LABORATORY CORP AMER (50540R409)
|
107,664 |
$18,615k |
|
SAP SE (803054204)
|
128,650 |
$17,599k |
|
MEDTRONIC PLC (G5960L103)
|
165,986 |
$16,165k |
|
Royal Dutch Shell PLC (780259206)
|
241,325 |
$15,703k |
|
NXP Semiconductors NV (N6596X109)
|
154,340 |
$15,065k |
|
Alphabet Inc (02079K107)
|
13,682 |
$14,789k |
|
CONSTELLATION BRANDS (21036P108)
|
74,923 |
$14,755k |
|
MONDELEZ INTL INC (609207105)
|
271,632 |
$14,641k |
|
PayPal Holdings Inc (70450Y103)
|
125,999 |
$14,422k |
|
Chevron Corp (166764100)
|
111,185 |
$13,836k |
|
STRYKER CORP (863667101)
|
58,543 |
$12,035k |
|
COLGATE PALMOLIVE CO (194162103)
|
154,145 |
$11,048k |
|
STARBUCKS CORP (855244109)
|
122,111 |
$10,237k |
|
AL (00912X302)
|
240,577 |
$9,945k |
|
Thermo Fisher Scientific Inc (883556102)
|
33,131 |
$9,730k |
|
Exxon Mobil Corp (30231G102)
|
112,909 |
$8,652k |
|
YUM CHINA HLDGS INC (98850P109)
|
146,279 |
$6,758k |
|
ALPHABET INC (02079K305)
|
6,068 |
$6,570k |
|
KANSAS CITY SOUTHERN (485170302)
|
49,376 |
$6,015k |
|
AMERIPRISE FINL INC (03076C106)
|
37,494 |
$5,443k |
|
TJX COMPANIES INC (872540109)
|
100,600 |
$5,320k |
|
3M CO (88579Y101)
|
28,851 |
$5,001k |
|
ConocoPhillips (20825C104)
|
74,921 |
$4,570k |
|
CVS HEALTH CORP (126650100)
|
82,324 |
$4,486k |
|
Bank of New York Mellon Corp. (064058100)
|
97,804 |
$4,318k |
|
LILLY ELI & CO (532457108)
|
36,974 |
$4,096k |
|
SCHWAB STRATEGIC TR (808524706)
|
143,156 |
$3,756k |
|
DuPont de Nemours Inc (26614N102)
|
47,311 |
$3,552k |
|
PROLOGIS INC (74340W103)
|
42,446 |
$3,400k |
|
BERKSHIRE HATHAWAY (084670108)
|
10 |
$3,184k |
|
PHILIP MORRIS INTL (718172109)
|
36,925 |
$2,900k |
|
GILEAD SCIENCES INC (375558103)
|
40,900 |
$2,763k |
|
ALTRIA GROUP INC (02209S103)
|
55,870 |
$2,645k |
|
SELECT SECTOR SPDR (81369Y803)
|
33,076 |
$2,581k |
|
HOME DEPOT INC (437076102)
|
11,672 |
$2,427k |
|
CISCO SYSTEMS INC (17275R102)
|
38,775 |
$2,122k |
|
MCDONALDS CORP (580135101)
|
9,060 |
$1,881k |
|
INTERXION HOLDING N.V (N47279109)
|
23,000 |
$1,750k |
|
DANAHER CORP (235851102)
|
11,896 |
$1,700k |
|
INTEL CORP (458140100)
|
31,324 |
$1,499k |
|
BAXTER INTL INC (071813109)
|
17,421 |
$1,427k |
|
BROOKFIELD ASSET MGT (112585104)
|
28,635 |
$1,368k |
|
VERIZON COMMUNICATIONS (92343V104)
|
23,505 |
$1,343k |
|
ISHARES (464287242)
|
10,161 |
$1,264k |
|
Hess Corp (42809H107)
|
19,016 |
$1,209k |
|
INVESCO EXCHANGE TRADED FD T (46137V621)
|
65,600 |
$1,208k |
|
GOLDMAN SACHS GROUP (38141G104)
|
5,321 |
$1,089k |
|
MORGAN STANLEY (617446448)
|
24,614 |
$1,078k |
|
ESSEX PPTY TR INC (297178105)
|
3,391 |
$990k |
|
NOVARTIS AG (66987V109)
|
9,908 |
$905k |
|
DOMINION ENERGY INC (25746U109)
|
11,340 |
$877k |
|
GENERAL DYNAMICS (369550108)
|
3,165 |
$575k |
|
WALMART INC COM (931142103)
|
4,874 |
$539k |
|
BP PLC (055622104)
|
11,648 |
$486k |
|
QUEST DIAGNOSTICS (74834L100)
|
4,485 |
$457k |
|
ALLEGHANY CORP DEL (017175100)
|
655 |
$446k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
2,284 |
$387k |
|
ISHARES (464287168)
|
3,817 |
$380k |
|
Cabot Oil & Gas Corp (127097103)
|
16,500 |
$379k |
|
Netflix Inc (64110L106)
|
990 |
$364k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
8,542 |
$363k |
|
ROBERT HALF INTL INC (770323103)
|
6,290 |
$359k |
|
CIGNA CORP (125523100)
|
2,194 |
$346k |
|
Bristol-Myers Squibb Co (110122108)
|
7,480 |
$339k |
|
Halliburton Co (406216101)
|
13,860 |
$315k |
|
Linde PLC (G5494J103)
|
1,560 |
$313k |
|
WELLTOWER INC (95040Q104)
|
3,706 |
$302k |
|
ISHARES (464287556)
|
2,680 |
$292k |
|
AMPHENOL CORPORATION (032095101)
|
3,000 |
$288k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,705 |
$268k |
|
INDEPNDNT BK OF MASS (453836108)
|
3,045 |
$232k |
|
THE HERSHEY COMPANY (427866108)
|
1,640 |
$220k |
|
MARKEL CORP (570535104)
|
200 |
$218k |
|
VODAFONE GROUP PLC NEW (92857W308)
|
13,150 |
$215k |
|
BUCKEYE PARTNERS L P (118230101)
|
4,900 |
$201k |
|
ENCANA CORP (292505104)
|
11,950 |
$61k |
|
NIKE INC (654106103)
|
700 |
$1k |
Put |
FEDEX CORP (31428X106)
|
200 |
$1k |
Put |
Caterpillar Inc (149123101)
|
200 |
$0k |
Put |
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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