Avoid Fraud, Get The Facts, And Find The Best
Legal Name: PERSONAL RESOURCES INVESTMENT AND STRATEGIC MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
131,614 |
$24,578k |
|
ISHARES (464287465)
|
249,258 |
$16,384k |
|
INVESCO EXCHNG TRADED FD TR (46138E263)
|
336,949 |
$12,615k |
|
PowerShares Dynamic Large Cap Growth ETF (46137V746)
|
243,220 |
$11,765k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
38,378 |
$11,245k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
75,255 |
$9,574k |
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
145,048 |
$7,496k |
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
123,697 |
$7,428k |
|
ISHARES (46429B671)
|
91,744 |
$5,454k |
|
ISHARES (464287234)
|
117,148 |
$5,027k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
78,707 |
$4,419k |
|
AT&T INC (00206R102)
|
82,391 |
$2,761k |
|
XEROX CORP (984121608)
|
77,304 |
$2,737k |
|
GENERAL ELECTRIC CO (369604103)
|
259,660 |
$2,726k |
|
MANPOWERGROUP (56418H100)
|
27,270 |
$2,634k |
|
INVESCO LTD (G491BT108)
|
128,454 |
$2,628k |
|
CVS HEALTH CORP (126650100)
|
47,691 |
$2,599k |
|
TEGNA INC (87901J105)
|
168,563 |
$2,554k |
|
Chevron Corp (166764100)
|
20,187 |
$2,512k |
|
VIACOM INC NEW (92553P201)
|
83,810 |
$2,503k |
|
WESTERN DIGITAL CORP (958102105)
|
50,755 |
$2,413k |
|
Ryder System Inc W/rts (783549108)
|
40,875 |
$2,383k |
|
International Paper Co (460146103)
|
54,844 |
$2,376k |
|
DELUXE CORP (248019101)
|
57,179 |
$2,325k |
|
MOLSON COORS BREWING CO (60871R209)
|
41,096 |
$2,301k |
|
KOHLS CORP (500255104)
|
38,970 |
$1,853k |
|
PITNEY BOWES INC (724479100)
|
429,278 |
$1,837k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
12,655 |
$1,804k |
|
TEVA PHARMACEUTICAL (881624209)
|
190,552 |
$1,759k |
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
28,425 |
$1,561k |
|
HP INC (40434L105)
|
64,458 |
$1,340k |
|
IShares IBonds Sep 2019 Muni ( (46429B564)
|
50,290 |
$1,279k |
|
THL CREDIT INC (872438106)
|
185,440 |
$1,231k |
|
GOLUB CAP BDC INC (38173M102)
|
68,929 |
$1,227k |
|
HEWLETT PACKARD ENTR (42824C109)
|
81,857 |
$1,224k |
|
ISHARES TR (464287663)
|
13,851 |
$785k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
6,567 |
$728k |
|
ISHARES (464287184)
|
16,194 |
$693k |
|
Apple Inc (037833100)
|
3,450 |
$683k |
|
SPDR Portfolio Emerging Market (78463X509)
|
18,120 |
$649k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
4,979 |
$580k |
|
ISHARES (464288448)
|
17,525 |
$538k |
|
ISHARES TR (46434V571)
|
19,023 |
$486k |
|
MICROSOFT CORP (594918104)
|
3,568 |
$478k |
|
MASTERCARD INC (57636Q104)
|
1,595 |
$422k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,315 |
$388k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
6,621 |
$282k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
6,609 |
$276k |
|
Exxon Mobil Corp (30231G102)
|
3,437 |
$263k |
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,396 |
$262k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
732 |
$260k |
|
JOHNSON & JOHNSON (478160104)
|
1,788 |
$249k |
|
W P CAREY INC (92936U109)
|
2,791 |
$227k |
|
INNOVATIVE INDL PPTYS INC (45781V101)
|
1,782 |
$220k |
|
PROCTER & GAMBLE CO (742718109)
|
2,000 |
$219k |
|
SPDR GOLD TR GOLD (78463V107)
|
1,632 |
$217k |
|
MCDONALDS CORP (580135101)
|
983 |
$204k |
|
Cemex Sab Spons (151290889)
|
13,630 |
$58k |
|
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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