Avoid Fraud, Get The Facts, And Find The Best
Legal Name: MERISTEM FAMILY WEALTH, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHA (464287101)
|
700,906 |
$90,830k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
320,381 |
$25,079k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
59,481 |
$17,532k |
|
|
PEPSICO INC (713448108)
|
77,301 |
$10,136k |
|
|
US BANCORP DEL (902973304)
|
150,991 |
$7,912k |
|
|
AMCOR PLC (G0250X107)
|
604,342 |
$6,944k |
|
|
Apple Inc (037833100)
|
30,797 |
$6,095k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
20,416 |
$5,982k |
|
|
JOHNSON & JOHNSON (478160104)
|
39,529 |
$5,506k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
539,382 |
$5,313k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
14,915 |
$5,289k |
|
|
TWO HBRS INVT CORP (90187B408)
|
387,586 |
$4,911k |
|
|
BELDEN INC (077454106)
|
74,498 |
$4,438k |
|
|
3M CO (88579Y101)
|
25,160 |
$4,361k |
|
|
TORO CO (891092108)
|
58,421 |
$3,908k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
24,918 |
$3,875k |
|
|
MICROSOFT CORP (594918104)
|
28,622 |
$3,834k |
|
|
Amazon.com Inc (023135106)
|
2,021 |
$3,827k |
|
|
Deere & Co (244199105)
|
20,922 |
$3,467k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
42,924 |
$3,226k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
38,145 |
$2,977k |
|
|
ISHARES TR (464288182)
|
41,708 |
$2,911k |
|
|
ISHARES (464287465)
|
44,128 |
$2,901k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
29,533 |
$2,736k |
|
|
Intuit Inc (461202103)
|
10,277 |
$2,686k |
|
|
ISHARES TR (464288257)
|
36,300 |
$2,676k |
|
|
Exxon Mobil Corp (30231G102)
|
32,265 |
$2,472k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
80,295 |
$2,216k |
|
|
TARGET CORPORATION (87612E106)
|
25,571 |
$2,215k |
|
|
MERCK & CO INC (58933Y105)
|
23,028 |
$1,931k |
|
|
PFIZER INC (717081103)
|
41,512 |
$1,798k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
9,205 |
$1,650k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
8,026 |
$1,612k |
|
|
ISHARES TR (464288679)
|
14,385 |
$1,592k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
10,470 |
$1,571k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,847 |
$1,548k |
|
|
VISA INC COM CL A (92826C839)
|
8,915 |
$1,547k |
|
|
DISNEY WALT CO (254687106)
|
9,849 |
$1,375k |
|
|
ISHARES (464287630)
|
11,403 |
$1,374k |
|
|
BECTON DICKINSON (075887109)
|
5,192 |
$1,308k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
11,048 |
$1,288k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
5,183 |
$1,265k |
|
|
NIKE INC (654106103)
|
14,919 |
$1,252k |
|
|
Boeing Co/The (097023105)
|
3,420 |
$1,245k |
|
|
ALPHABET INC (02079K305)
|
1,131 |
$1,225k |
|
|
HOME DEPOT INC (437076102)
|
5,567 |
$1,158k |
|
|
SELECT SECTOR SPDR TR (81369Y852)
|
22,675 |
$1,116k |
|
|
HONEYWELL INTL INC (438516106)
|
6,278 |
$1,096k |
|
|
ABBOTT LABS (002824100)
|
12,684 |
$1,067k |
|
|
SOTHEBYS (835898107)
|
17,771 |
$1,033k |
|
|
CENTENE CORP DEL (15135B101)
|
19,465 |
$1,021k |
|
|
ABBVIE INC (00287Y109)
|
13,902 |
$1,011k |
|
|
SEI INVESTMENTS CO (784117103)
|
16,950 |
$951k |
|
|
CUMMINS INC (231021106)
|
5,355 |
$918k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
14,037 |
$894k |
|
|
GENERAL ELECTRIC CO (369604103)
|
83,645 |
$878k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
14,922 |
$867k |
|
|
COCA-COLA CO (191216100)
|
16,900 |
$861k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,687 |
$784k |
|
|
CISCO SYSTEMS INC (17275R102)
|
14,161 |
$775k |
|
|
INTEL CORP (458140100)
|
16,038 |
$768k |
|
|
Alphabet Inc (02079K107)
|
707 |
$764k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
9,530 |
$738k |
|
|
ISHARES (464287234)
|
17,178 |
$737k |
|
|
MCDONALDS CORP (580135101)
|
3,373 |
$700k |
|
|
Facebook Inc (30303M102)
|
3,584 |
$692k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
3,283 |
$692k |
|
|
HUMANA INC (444859102)
|
2,593 |
$688k |
|
|
HORMEL FOODS CORP (440452100)
|
16,306 |
$661k |
|
|
American Express Co. (025816109)
|
5,318 |
$656k |
|
|
Bristol-Myers Squibb Co (110122108)
|
14,230 |
$645k |
|
|
PHILIP MORRIS INTL (718172109)
|
8,130 |
$638k |
|
|
PROCTER & GAMBLE CO (742718109)
|
5,749 |
$630k |
|
|
QUALCOMM INC (747525103)
|
8,184 |
$623k |
|
|
BSM BlackStoneMnlsLP (09225M101)
|
39,483 |
$612k |
|
|
UNION PAC CORP (907818108)
|
3,475 |
$588k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
3,369 |
$586k |
|
|
CSX CORP (126408103)
|
7,310 |
$566k |
|
|
SELECT SECTOR SPDR TR (81369Y860)
|
15,244 |
$561k |
|
|
ADP (053015103)
|
3,351 |
$554k |
|
|
UNITED TECHNOLOGIES (913017109)
|
4,242 |
$552k |
|
|
FNB CORP (302520101)
|
44,929 |
$529k |
|
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
7,442 |
$514k |
|
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
2,861 |
$513k |
|
|
ONEOK Inc (682680103)
|
7,368 |
$507k |
|
|
ECOLAB INC (278865100)
|
2,550 |
$504k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,316 |
$494k |
|
|
VANGUARD WORLD FDS (92204A603)
|
3,269 |
$477k |
|
|
C H Robinson Worldwide (12541W209)
|
5,606 |
$473k |
|
|
Chevron Corp (166764100)
|
3,745 |
$466k |
|
|
CHUBB LIMITED (H1467J104)
|
3,127 |
$461k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
7,573 |
$452k |
|
|
ESTEE LAUDER CO (518439104)
|
2,448 |
$448k |
|
|
ENBRIDGE INC (29250N105)
|
12,165 |
$439k |
|
|
Vanguard Materials ETF (92204A801)
|
3,348 |
$429k |
|
|
VANGUARD WORLD FDS (92204A876)
|
3,204 |
$426k |
|
|
ALTRIA GROUP INC (02209S103)
|
8,908 |
$422k |
|
|
BP PLC (055622104)
|
9,723 |
$405k |
|
|
EQUIFAX INC (294429105)
|
2,876 |
$389k |
|
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
2,548 |
$379k |
|
|
PayPal Holdings Inc (70450Y103)
|
3,302 |
$378k |
|
|
ROYAL DUTCH SHELL (780259107)
|
5,685 |
$375k |
|
|
Schlumberger Ltd (806857108)
|
9,243 |
$367k |
|
|
EMERSON ELEC CO (291011104)
|
5,412 |
$361k |
|
|
GRACO INC (384109104)
|
7,161 |
$359k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
59,772 |
$356k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,032 |
$352k |
|
|
MONDELEZ INTL INC (609207105)
|
6,382 |
$344k |
|
|
ABERDEEN TOTAL DYNAMIC DIVD (00326L100)
|
41,261 |
$344k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,263 |
$334k |
|
|
Lockheed Martin Corp (539830109)
|
912 |
$332k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
5,804 |
$332k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
2,179 |
$329k |
|
|
CITIGROUP INC (172967424)
|
4,647 |
$325k |
|
|
VANGUARD WORLD FDS (92204A306)
|
3,783 |
$322k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
LAZARD LTD-CL A (G54050102)
|
9,108 |
$313k |
|
|
BAXTER INTL INC (071813109)
|
3,808 |
$312k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,630 |
$301k |
|
|
Applied Materials, Inc. (038222105)
|
6,488 |
$291k |
|
|
ISHARES TR (46429B697)
|
4,674 |
$289k |
|
|
salesforce.com Inc (79466L302)
|
1,813 |
$275k |
|
|
CME GROUP INC (12572Q105)
|
1,404 |
$273k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,438 |
$267k |
|
|
PROLOGIS INC (74340W103)
|
3,220 |
$258k |
|
|
ORACLE CORP (68389X105)
|
4,478 |
$255k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
4,658 |
$255k |
|
|
COMCAST CORP (20030N101)
|
6,008 |
$254k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,599 |
$253k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,613 |
$253k |
|
|
Invesco Van kampen Municipal Opportunity trust (46132C107)
|
20,474 |
$252k |
|
|
TRAVELERS CO(THE) (89417E109)
|
1,665 |
$249k |
|
|
APARTMENT INVT & MGMT CO (03748R754)
|
4,879 |
$245k |
|
|
STRYKER CORP (863667101)
|
1,166 |
$240k |
|
|
HOLLY ENERGY (435763107)
|
8,632 |
$237k |
|
|
SYSCO CORP (871829107)
|
3,347 |
$237k |
|
|
AT&T INC (00206R102)
|
6,846 |
$229k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,707 |
$227k |
|
|
CVS HEALTH CORP (126650100)
|
4,151 |
$226k |
|
|
NUVEEN QUALITY MUNCP INCOME (67066V101)
|
16,111 |
$226k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
1,509 |
$225k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
1,852 |
$221k |
|
|
STARBUCKS CORP (855244109)
|
2,642 |
$221k |
|
|
CELGENE CORP (151020104)
|
2,382 |
$220k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
6,156 |
$220k |
|
|
SUNOCO LP (86765K109)
|
6,988 |
$219k |
|
|
INVESCO MUN TR (46131J103)
|
17,734 |
$218k |
|
|
TEXAS INSTRUMENTS (882508104)
|
1,895 |
$217k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
795 |
$214k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
2,110 |
$213k |
|
|
MCKESSON CORP (58155Q103)
|
1,567 |
$211k |
|
|
PBF LOGISTICS LP (69318Q104)
|
10,000 |
$211k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
2,316 |
$210k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,127 |
$210k |
|
|
GENERAL DYNAMICS (369550108)
|
1,142 |
$208k |
|
|
DONALDSON INC COM (257651109)
|
4,060 |
$206k |
|
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
5,110 |
$204k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
387 |
$203k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
5,018 |
$201k |
|
|
FIRST TRUST MORTGAGE INCM FD (33734E103)
|
14,100 |
$197k |
|
|
BLACKROCK INCOME TR INC (09247F100)
|
31,800 |
$192k |
|
|
CALAMOS STRATEGIC TO (128125101)
|
15,000 |
$191k |
|
|
EATON VANCE LTD DUR (27828H105)
|
14,400 |
$182k |
|
|
MFS INTER INCOME TR (55273C107)
|
46,200 |
$178k |
|
|
CALUMET SPECIALTY PRODS PTNR (131476103)
|
22,000 |
$92k |
|
|
Sprott Physical Silver Trust (85207K107)
|
11,200 |
$64k |
|
|
Cerus Corp (157085101)
|
10,000 |
$56k |
|
|
TILE SHOP HLDGS INC (88677Q109)
|
12,328 |
$49k |
|
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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