investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Golub Group LLC

Legal Name: GOLUB GROUP, LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 13, 2019

Security Shares Held / Principal Amount Market Value Option
Berkshire Hathaway, Inc. (084670702) 355,071 $75,691k
ISHARES (464288646) 1,221,462 $65,275k
ALLERGAN PLC (G0177J108) 343,361 $57,489k
ISHARES TR (464287176) 450,851 $52,069k
VISA INC COM CL A (92826C839) 295,163 $51,226k
MICROSOFT CORP (594918104) 379,986 $50,903k
LABORATORY CORP AMER (50540R409) 268,818 $46,479k
Apple Inc (037833100) 233,155 $46,146k
Facebook Inc (30303M102) 232,716 $44,914k
FLOWSERVE CORP (34354P105) 816,148 $43,003k
DISNEY WALT CO (254687106) 307,156 $42,891k
ALPHABET INC (02079K305) 39,420 $42,684k
ISHARES TR CORE US AGGBD ET (464287226) 370,514 $41,257k
COGNIZANT TECH SOLNS (192446102) 636,151 $40,326k
Booking Holdings, Inc. (09857L108) 20,725 $38,853k
OWENS ILL INC (690768403) 2,167,201 $37,428k
EXPEDIA GROUP INC (30212P303) 263,121 $35,003k
MEDTRONIC PLC (G5960L103) 347,079 $33,802k
ISHARES (464287242) 260,691 $32,422k
WELLS FARGO CO NEW (949746101) 674,855 $31,934k
FISERV INC (337738108) 347,462 $31,675k
FOX CORPORATION (35137L105) 835,165 $30,600k
CITIGROUP INC (172967424) 427,774 $29,957k
Bank of New York Mellon Corp. (064058100) 631,941 $27,900k
GENERAL ELECTRIC CO (369604103) 2,563,539 $26,917k
MASTERCARD INC (57636Q104) 87,441 $23,131k
Deere & Co (244199105) 136,614 $22,638k
GRAINGER W W INC (384802104) 73,798 $19,795k
Bank of America Corp. (060505104) 672,214 $19,494k
EXELON CORP (30161N101) 62,878 $3,014k
WELLS FARGO CO NEW (949746804) 2,130 $2,906k
SYSCO CORP (871829107) 40,418 $2,858k
PROCTER & GAMBLE CO (742718109) 25,369 $2,782k
CISCO SYSTEMS INC (17275R102) 47,465 $2,598k
JOHNSON & JOHNSON (478160104) 18,443 $2,569k
Chevron Corp (166764100) 20,256 $2,521k
BlackRock, Inc. (09247X101) 5,291 $2,483k
MCDONALDS CORP (580135101) 11,841 $2,459k
BAXTER INTL INC (071813109) 29,923 $2,451k
CONSOLDTD EDISON INC (209115104) 27,931 $2,449k
PAYCHEX INC (704326107) 28,065 $2,309k
AT&T INC (00206R102) 68,597 $2,299k
KIMBERLY CLARK CORP (494368103) 16,916 $2,255k
VERIZON COMMUNICATIONS (92343V104) 39,374 $2,249k
EMERSON ELEC CO (291011104) 32,091 $2,141k
NOVARTIS AG (66987V109) 23,408 $2,137k
Exxon Mobil Corp (30231G102) 27,762 $2,127k
INTEL CORP (458140100) 43,532 $2,084k
INTL BUSINESS MCHN (459200101) 14,712 $2,029k
Caterpillar Inc (149123101) 14,193 $1,934k
M & T BK CORP (55261F104) 11,303 $1,922k
US BANCORP DEL (902973304) 36,484 $1,912k
GLAXOSMITHKLINE PLC (37733W105) 46,598 $1,865k
ABC (03073E105) 20,835 $1,776k
UNITED PARCEL SERVIC (911312106) 17,182 $1,774k
MCKESSON CORP (58155Q103) 13,077 $1,757k
Dow Inc (260557103) 33,594 $1,657k
UNION PAC CORP (907818108) 5,588 $945k
Alphabet Inc (02079K107) 664 $718k
Amazon.com Inc (023135106) 370 $701k
UNITED TECHNOLOGIES (913017109) 5,250 $684k
DIAGEO P L C (25243Q205) 3,965 $683k
CHUBB LIMITED (H1467J104) 4,380 $645k
EOG Resources Inc (26875P101) 6,000 $559k
PEPSICO INC (713448108) 4,236 $555k
ESSEX PPTY TR INC (297178105) 1,599 $467k
QUALCOMM INC (747525103) 5,934 $451k
SOUTHERN CO (842587107) 7,520 $416k
COCA-COLA CO (191216100) 8,141 $415k
ISHARES TR CORE S&P500 ETF (464287200) 990 $292k
LOWES CO (548661107) 2,500 $252k
SCHWAB STRATEGIC TR (808524755) 9,027 $251k
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300) 3,001 $250k
BANK HAWAII CORP (062540109) 3,000 $249k
VENTAS INC (92276F100) 3,618 $247k
ENTERPRISE PRODS (293792107) 8,310 $240k
EQUITY RESIDENTIAL (29476L107) 3,000 $228k
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512) 2,036 $227k
Boeing Co/The (097023105) 619 $225k
HOME DEPOT INC (437076102) 1,025 $213k
General Motors Co (37045V100) 5,495 $212k
ADOBE INC (00724F101) 695 $205k
NEXTERA ENERGY INC (65339F101) 1,000 $205k
SPDR SERIES TRUST (78464A516) 7,090 $205k
JPMORGAN CHASE & CO (46625H100) 1,818 $203k

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.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.