Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SPEARS ABACUS ADVISORS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 9, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
MICROSOFT CORP (594918104)
|
495,354 |
$66,358k |
|
Thermo Fisher Scientific Inc (883556102)
|
178,771 |
$52,501k |
|
Ball Corp. (058498106)
|
725,761 |
$50,796k |
|
DANAHER CORP (235851102)
|
319,757 |
$45,700k |
|
ORACLE CORP (68389X105)
|
723,726 |
$41,231k |
|
CHUBB LIMITED (H1467J104)
|
276,347 |
$40,703k |
|
Apple Inc (037833100)
|
156,763 |
$31,027k |
|
American International Group (026874784)
|
572,888 |
$30,523k |
|
CITIGROUP INC (172967424)
|
424,136 |
$29,702k |
|
CIT GROUP INC (125581801)
|
548,476 |
$28,817k |
|
COMCAST CORP (20030N101)
|
659,883 |
$27,900k |
|
GILEAD SCIENCES INC (375558103)
|
389,260 |
$26,298k |
|
DELTA AIR LINES (247361702)
|
456,576 |
$25,911k |
|
JPMORGAN CHASE & CO (46625H100)
|
230,931 |
$25,818k |
|
MONDELEZ INTL INC (609207105)
|
426,136 |
$22,969k |
|
CROWN HOLDINGS INC (228368106)
|
366,202 |
$22,375k |
|
Alphabet Inc (02079K107)
|
19,840 |
$21,445k |
|
Aptiv PLC (G6095L109)
|
262,726 |
$21,236k |
|
General Motors Co (37045V100)
|
545,710 |
$21,026k |
|
ALPHABET INC (02079K305)
|
18,530 |
$20,064k |
|
ALLERGAN PLC (G0177J108)
|
117,663 |
$19,700k |
|
Berkshire Hathaway, Inc. (084670702)
|
91,094 |
$19,419k |
|
WYNDHAM HOTELS & RESORTS INC (98311A105)
|
277,643 |
$15,476k |
|
JOHNSON & JOHNSON (478160104)
|
54,663 |
$7,613k |
|
ROYAL DUTCH SHELL (780259107)
|
106,286 |
$6,987k |
|
BrightView (10948C107)
|
368,846 |
$6,901k |
|
Royal Dutch Shell PLC (780259206)
|
98,694 |
$6,422k |
|
Schlumberger Ltd (806857108)
|
118,550 |
$4,711k |
|
Aon, PLC (G0408V102)
|
18,541 |
$3,578k |
|
WHIRLPOOL CORP (963320106)
|
23,911 |
$3,404k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
10,754 |
$3,151k |
|
AXIS CAPITAL HLDGS (G0692U109)
|
50,265 |
$2,998k |
|
KRANESHARES TR (500767306)
|
62,345 |
$2,740k |
|
PEPSICO INC (713448108)
|
18,539 |
$2,431k |
|
UNITEDHEALTH GRP INC (91324P102)
|
9,964 |
$2,431k |
|
MERCK & CO INC (58933Y105)
|
24,696 |
$2,071k |
|
UNION BANKSHARES INC (905400107)
|
53,960 |
$1,997k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
7,300 |
$1,965k |
|
VANECK VECTORS ETF TR (92189F718)
|
124,160 |
$1,840k |
|
KINDER MORGAN INC (49456B101)
|
86,811 |
$1,813k |
|
ADP (053015103)
|
10,834 |
$1,791k |
|
PROCTER & GAMBLE CO (742718109)
|
15,698 |
$1,721k |
|
STARBUCKS CORP (855244109)
|
20,349 |
$1,706k |
|
ISHARES (464287556)
|
15,564 |
$1,698k |
|
AT&T INC (00206R102)
|
48,461 |
$1,624k |
|
WELLS FARGO CO NEW (949746101)
|
33,819 |
$1,600k |
|
BERKSHIRE HATHAWAY (084670108)
|
5 |
$1,592k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
37,404 |
$1,591k |
|
Exxon Mobil Corp (30231G102)
|
19,734 |
$1,512k |
|
Trimble Inc (896239100)
|
33,000 |
$1,489k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
34,845 |
$1,453k |
|
CROWN CASTLE INTL (22822V101)
|
10,875 |
$1,418k |
|
Bank of America Corp. (060505104)
|
44,831 |
$1,300k |
|
BIOGEN INC (09062X103)
|
5,376 |
$1,257k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
7,952 |
$1,251k |
|
AIR PRODS & CHEMS INC (009158106)
|
5,325 |
$1,205k |
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
7,972 |
$1,186k |
|
STRYKER CORP (863667101)
|
5,600 |
$1,151k |
|
SOLAREDGE TECHNOLOGIES INC (83417M104)
|
18,300 |
$1,143k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
5,320 |
$1,122k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
21,842 |
$1,114k |
|
MARSH & MCLENNAN COS (571748102)
|
11,091 |
$1,106k |
|
CVS HEALTH CORP (126650100)
|
20,125 |
$1,097k |
|
Boeing Co/The (097023105)
|
2,925 |
$1,065k |
|
SELECT SECTOR SPDR (81369Y407)
|
8,695 |
$1,036k |
|
Aramark Holdings Corp. (03852U106)
|
28,460 |
$1,026k |
|
MARKEL CORP (570535104)
|
923 |
$1,006k |
|
FMC CORP (302491303)
|
12,000 |
$995k |
|
3M CO (88579Y101)
|
5,678 |
$984k |
|
ISHARES (464287630)
|
7,245 |
$873k |
|
WALGREENS BOOTS ALLI (931427108)
|
15,550 |
$850k |
|
SPDR GOLD TR GOLD (78463V107)
|
6,340 |
$844k |
|
REGIONS FINL CORP (7591EP100)
|
56,016 |
$837k |
|
FORTIVE CORPORATION (34959J108)
|
10,214 |
$833k |
|
BROADRIDGE FINL SOLN (11133T103)
|
6,460 |
$825k |
|
GENERAL ELECTRIC CO (369604103)
|
77,183 |
$810k |
|
CSX CORP (126408103)
|
10,223 |
$791k |
|
LINCOLN NATL CORP (534187109)
|
12,000 |
$773k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
27,339 |
$755k |
|
ABBVIE INC (00287Y109)
|
10,262 |
$746k |
|
MASTERCARD INC (57636Q104)
|
2,719 |
$719k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
4,632 |
$695k |
|
American Express Co. (025816109)
|
5,552 |
$685k |
|
UNITED PARCEL SERVIC (911312106)
|
6,286 |
$649k |
|
Williams Cos Inc/The (969457100)
|
23,000 |
$645k |
|
FIDELITY NATL INFO (31620M106)
|
5,000 |
$613k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,590 |
$610k |
|
PHILIP MORRIS INTL (718172109)
|
7,739 |
$608k |
|
ISHARES TR EXPANDED TECH (464287515)
|
2,650 |
$579k |
|
HOME DEPOT INC (437076102)
|
2,713 |
$564k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
2,910 |
$543k |
|
Phillips 66 (718546104)
|
5,622 |
$526k |
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
9,475 |
$520k |
|
INTEL CORP (458140100)
|
10,814 |
$518k |
|
INTL BUSINESS MCHN (459200101)
|
3,750 |
$517k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
3,920 |
$512k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,765 |
$511k |
|
CORNING INCORPORATED (219350105)
|
15,211 |
$505k |
|
US BANCORP DEL (902973304)
|
9,565 |
$501k |
|
Bank of New York Mellon Corp. (064058100)
|
11,262 |
$497k |
|
DISNEY WALT CO (254687106)
|
3,499 |
$489k |
|
CISCO SYSTEMS INC (17275R102)
|
8,811 |
$482k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,625 |
$479k |
|
BROOKFIELD ASSET MGT (112585104)
|
10,000 |
$478k |
|
COLGATE PALMOLIVE CO (194162103)
|
6,457 |
$463k |
|
Alphatec (02081G201)
|
100,000 |
$454k |
|
COCA-COLA CO (191216100)
|
8,917 |
$454k |
|
EMERSON ELEC CO (291011104)
|
6,800 |
$454k |
|
Verisk Analytics Inc (92345Y106)
|
3,000 |
$439k |
|
Bristol-Myers Squibb Co (110122108)
|
9,640 |
$437k |
|
Packaging Corp of America (695156109)
|
4,450 |
$424k |
|
STATE STREET CORP (857477103)
|
7,500 |
$420k |
|
GOLDMAN SACHS GROUP (38141G104)
|
2,040 |
$417k |
|
NEW YORK TIMES CO (650111107)
|
12,786 |
$417k |
|
V F CORP (918204108)
|
4,720 |
$412k |
|
SHERWIN WILLIAMS CO (824348106)
|
896 |
$411k |
|
PFIZER INC (717081103)
|
9,366 |
$406k |
|
Pioneer Natural Resources Co (723787107)
|
2,561 |
$394k |
|
AEP (025537101)
|
4,350 |
$383k |
|
NEWELL BRANDS INC (651229106)
|
24,704 |
$381k |
|
EVEREST RE GROUP LTD (G3223R108)
|
1,539 |
$380k |
|
S&P GLOBAL INC (78409V104)
|
1,600 |
$364k |
|
LILLY ELI & CO (532457108)
|
3,250 |
$360k |
|
COSTCO WHSL CORP (22160K105)
|
1,335 |
$353k |
|
TRAVELERS CO(THE) (89417E109)
|
2,360 |
$353k |
|
WISDOMTREE TR (97717W869)
|
6,025 |
$351k |
|
INTUITIVE SURGIC INC (46120E602)
|
670 |
$351k |
|
ConocoPhillips (20825C104)
|
5,686 |
$347k |
|
MCDONALDS CORP (580135101)
|
1,600 |
$332k |
|
ISHARES TR (464288844)
|
15,300 |
$332k |
|
EOG Resources Inc (26875P101)
|
3,477 |
$324k |
|
D R HORTON INC (23331A109)
|
7,500 |
$323k |
|
WEX INC (96208T104)
|
1,550 |
$323k |
|
ONE LIBERTY PPTYS (682406103)
|
11,000 |
$319k |
|
VISA INC COM CL A (92826C839)
|
1,830 |
$318k |
|
LENNAR CORP (526057104)
|
6,350 |
$308k |
|
THE HERSHEY COMPANY (427866108)
|
2,276 |
$305k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
847 |
$300k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,732 |
$292k |
|
UNITED TECHNOLOGIES (913017109)
|
2,204 |
$287k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,830 |
$285k |
|
VERIZON COMMUNICATIONS (92343V104)
|
4,950 |
$283k |
|
ASBURY AUTOMOTIVE GR (043436104)
|
3,300 |
$278k |
|
APACHE CORP (037411105)
|
9,200 |
$267k |
|
ESTEE LAUDER CO (518439104)
|
1,450 |
$266k |
|
International Paper Co (460146103)
|
6,150 |
$266k |
|
Amazon.com Inc (023135106)
|
140 |
$265k |
|
HSBC HLDGS PLC (404280604)
|
10,000 |
$262k |
|
CAVCO INDS INC DEL (149568107)
|
1,657 |
$261k |
|
WisdomTree Japan Hedged (97717W521)
|
6,910 |
$260k |
|
FRANKLIN RES INC (354613101)
|
7,449 |
$259k |
|
MID-AMER APT CMNTYS (59522J103)
|
2,160 |
$254k |
|
VANGUARD INDEX FDS (922908652)
|
2,130 |
$253k |
|
NIKE INC (654106103)
|
2,932 |
$246k |
|
ISHARES (464287234)
|
5,670 |
$243k |
|
COOPER COMPANIES INC (216648402)
|
700 |
$236k |
|
PULTE GROUP INC (745867101)
|
7,379 |
$233k |
|
VANGUARD GROUP (921908844)
|
2,016 |
$232k |
|
BIOLIFE SOLUTIONS (09062W204)
|
13,600 |
$231k |
|
Cabot Oil & Gas Corp (127097103)
|
10,000 |
$230k |
|
CARROLS RESTAURANT (14574X104)
|
25,500 |
$230k |
|
WISDOMTREE TR (97717X701)
|
3,450 |
$228k |
|
UNILEVER N.V (904784709)
|
3,650 |
$222k |
|
SYSCO CORP (871829107)
|
3,111 |
$220k |
|
SAFEGUARD SCIENTIFIC (786449207)
|
16,750 |
$202k |
|
ILLINOIS TOOL WORKS (452308109)
|
1,333 |
$201k |
|
CENTURYLINK INC (156700106)
|
14,688 |
$173k |
|
Credit Suisse Group AG (225401108)
|
14,140 |
$169k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
15,465 |
$152k |
|
MVC CAP COM (553829102)
|
10,000 |
$92k |
|
LIVENT CORPORATION (53814L108)
|
11,223 |
$78k |
|
TITAN INTL INC (88830M102)
|
12,750 |
$62k |
|
NEW HOME COMPANY I (645370107)
|
12,000 |
$46k |
|
MCCLATCHY CO (579489303)
|
17,276 |
$45k |
|
CHESAPEAKE ENERGY (165167107)
|
21,500 |
$42k |
|
YAMANA GOLD INC (98462Y100)
|
10,000 |
$25k |
|
PRECISION DRILLING CORP (74022D308)
|
12,070 |
$23k |
|
Ameri Holdings Inc (02362F104)
|
17,165 |
$6k |
|
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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