Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WHITNELL & CO
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 16, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
FISERV INC (337738108)
|
89,132 |
$8,125k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
25,258 |
$7,401k |
|
|
MICROSOFT CORP (594918104)
|
48,366 |
$6,479k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
27,853 |
$5,937k |
|
|
DISNEY WALT CO (254687106)
|
35,184 |
$4,913k |
|
|
MCDONALDS CORP (580135101)
|
23,460 |
$4,872k |
|
|
UNION PAC CORP (907818108)
|
27,367 |
$4,628k |
|
|
AFLAC INC (001055102)
|
78,556 |
$4,306k |
|
|
ABBOTT LABS (002824100)
|
48,776 |
$4,102k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
63,555 |
$4,049k |
|
|
JOHNSON & JOHNSON (478160104)
|
26,256 |
$3,657k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
10,117 |
$3,587k |
|
|
PEPSICO INC (713448108)
|
26,954 |
$3,534k |
|
|
INTEL CORP (458140100)
|
73,670 |
$3,527k |
|
|
DANAHER CORP (235851102)
|
24,615 |
$3,518k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
21,485 |
$3,341k |
|
|
ADP (053015103)
|
20,118 |
$3,326k |
|
|
ORACLE CORP (68389X105)
|
57,705 |
$3,287k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
20,396 |
$3,076k |
|
|
HOME DEPOT INC (437076102)
|
14,637 |
$3,044k |
|
|
MONDELEZ INTL INC (609207105)
|
48,868 |
$2,634k |
|
|
OMNICOM GROUP INC (681919106)
|
28,235 |
$2,314k |
|
|
Chevron Corp (166764100)
|
17,826 |
$2,218k |
|
|
UNITED TECHNOLOGIES (913017109)
|
16,979 |
$2,211k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
16,104 |
$2,049k |
|
|
BECTON DICKINSON (075887109)
|
8,000 |
$2,016k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
30,325 |
$1,922k |
|
|
WILLIS TOWERS WATSON PLC SHS (G96629103)
|
8,613 |
$1,650k |
|
|
HUB GROUP INC (443320106)
|
37,983 |
$1,595k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
5 |
$1,592k |
|
|
NEXTERA ENERGY INC (65339F101)
|
7,707 |
$1,579k |
|
|
CISCO SYSTEMS INC (17275R102)
|
28,008 |
$1,533k |
|
|
CSX CORP (126408103)
|
17,600 |
$1,362k |
|
|
CINCINNATI FINL CORP (172062101)
|
12,950 |
$1,343k |
|
|
ISHARES U (464287739)
|
14,262 |
$1,245k |
|
|
Amazon.com Inc (023135106)
|
644 |
$1,219k |
|
|
TJX COMPANIES INC (872540109)
|
21,725 |
$1,149k |
|
|
LABORATORY CORP AMER (50540R409)
|
6,471 |
$1,119k |
|
|
3M CO (88579Y101)
|
6,418 |
$1,112k |
|
|
STRYKER CORP (863667101)
|
4,575 |
$941k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
8,314 |
$930k |
|
|
INTL BUSINESS MCHN (459200101)
|
6,667 |
$919k |
|
|
NORFOLK SOUTHERN (655844108)
|
4,134 |
$824k |
|
|
KIMBERLY CLARK CORP (494368103)
|
6,108 |
$814k |
|
|
STARBUCKS CORP (855244109)
|
9,600 |
$805k |
|
|
MORGAN STANLEY (617446448)
|
17,900 |
$784k |
|
|
Bank of New York Mellon Corp. (064058100)
|
17,375 |
$767k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
4,398 |
$716k |
|
|
Bristol-Myers Squibb Co (110122108)
|
15,247 |
$691k |
|
|
HONEYWELL INTL INC (438516106)
|
3,297 |
$576k |
|
|
CME GROUP INC (12572Q105)
|
2,600 |
$505k |
|
|
ISHARES (464287630)
|
4,147 |
$500k |
|
|
FASTENAL CO (311900104)
|
14,400 |
$469k |
|
|
STATE STREET CORP (857477103)
|
8,000 |
$448k |
|
|
PFIZER INC (717081103)
|
10,307 |
$446k |
|
|
ENTERPRISE PRODS (293792107)
|
14,896 |
$430k |
|
|
CBRE GROUP INC (12504L109)
|
8,300 |
$426k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,129 |
$414k |
|
|
EMERSON ELEC CO (291011104)
|
5,850 |
$390k |
|
|
SIMON PPTY INC (828806109)
|
2,320 |
$371k |
|
|
KELLOGG CO (487836108)
|
6,475 |
$347k |
|
|
GENUINE PARTS CO (372460105)
|
2,977 |
$308k |
|
|
ABC (03073E105)
|
3,375 |
$288k |
|
|
NIKE INC (654106103)
|
3,400 |
$285k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,315 |
$264k |
|
|
SYSCO CORP (871829107)
|
3,605 |
$255k |
|
|
NORTHERN TR CORP (665859104)
|
2,800 |
$252k |
|
|
Caterpillar Inc (149123101)
|
1,826 |
$249k |
|
|
ZEBRA TECHNOLOGIES CORP (989207105)
|
1,150 |
$241k |
|
|
UNIVERSAL HEALTH RLTY INCM T (91359E105)
|
2,788 |
$237k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,149 |
$235k |
|
|
BEST BUY INC (086516101)
|
3,375 |
$235k |
|
|
Applied Materials, Inc. (038222105)
|
5,188 |
$233k |
|
|
GENERAL MILLS INC (370334104)
|
4,400 |
$231k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
1,000 |
$226k |
|
|
American Express Co. (025816109)
|
1,791 |
$221k |
|
|
LTC PPTYS INC (502175102)
|
4,681 |
$214k |
|
|
UGI CORP (902681105)
|
3,750 |
$200k |
|
|
Bank of America Corp. (060505104)
|
5,910 |
$171k |
|
|
CINTAS CORP (172908105)
|
700 |
$166k |
|
|
GILEAD SCIENCES INC (375558103)
|
2,400 |
$162k |
|
|
ALTRIA GROUP INC (02209S103)
|
3,000 |
$142k |
|
|
BOSTON PROPERTIES INC (101121101)
|
1,000 |
$129k |
|
|
ALLSTATE CORP (020002101)
|
1,218 |
$124k |
|
|
LILLY ELI & CO (532457108)
|
1,100 |
$122k |
|
|
DOMINION ENERGY INC (25746U109)
|
1,533 |
$119k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
1,394 |
$109k |
|
|
WELLS FARGO CO NEW (949746101)
|
2,167 |
$103k |
|
|
Boeing Co/The (097023105)
|
275 |
$100k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
1,637 |
$91k |
|
|
CONSOLDTD EDISON INC (209115104)
|
1,000 |
$88k |
|
|
COMCAST CORP (20030N101)
|
1,921 |
$81k |
|
|
COMERICA INC (200340107)
|
1,050 |
$76k |
|
|
NORDSTROM INC (655664100)
|
2,177 |
$69k |
|
|
DUKE ENERGY CORP (26441C204)
|
749 |
$66k |
|
|
WINTRUST FINL CORP (97650W108)
|
832 |
$61k |
|
|
EXELON CORP (30161N101)
|
1,082 |
$52k |
|
|
LOWES CO (548661107)
|
500 |
$50k |
|
|
SOUTHERN CO (842587107)
|
885 |
$49k |
|
|
Weyerhaeuser Co (962166104)
|
1,600 |
$42k |
|
|
Occidental Petroleum Corp (674599105)
|
800 |
$40k |
|
|
CORNING INCORPORATED (219350105)
|
1,000 |
$33k |
|
|
FIFTH THIRD BANCORP (316773100)
|
1,113 |
$31k |
|
|
NUSTAR ENERGY LP (67058H102)
|
1,000 |
$27k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
200 |
$27k |
|
|
CARDINAL HEALTH INC (14149Y108)
|
500 |
$24k |
|
|
TEXAS INSTRUMENTS (882508104)
|
200 |
$23k |
|
|
Halliburton Co (406216101)
|
1,000 |
$23k |
|
|
UNITED PARCEL SERVIC (911312106)
|
200 |
$21k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
238 |
$19k |
|
|
NOVARTIS AG (66987V109)
|
200 |
$18k |
|
|
ConocoPhillips (20825C104)
|
255 |
$16k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
53 |
$16k |
|
|
Steel Dynamics Inc (858119100)
|
494 |
$15k |
|
|
NEWELL BRANDS INC (651229106)
|
1,000 |
$15k |
|
|
DOLLAR GEN CORP (256677105)
|
100 |
$14k |
|
|
ANTHEM INC (036752103)
|
48 |
$14k |
|
|
PPG INDUSTRIES INC (693506107)
|
102 |
$12k |
|
|
CBS CORPORATION (124857202)
|
217 |
$11k |
|
|
VIACOM INC NEW (92553P201)
|
217 |
$6k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
110 |
$4k |
|
|
WABTEC (929740108)
|
41 |
$3k |
|
|
DEVON ENERGY CORP (25179M103)
|
0 |
$0k |
|
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