Legal Name: BERKELEY CAPITAL PARTNERS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 8, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
110,893 |
$27,042k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
211,169 |
$18,974k |
|
|
VANGUARD SCOTTSDALE FDS (92206C813)
|
156,179 |
$15,129k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
164,885 |
$14,408k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
52,525 |
$14,137k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
204,564 |
$8,700k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
40,048 |
$8,446k |
|
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
51,166 |
$7,611k |
|
|
VANGUARD WORLD FDS (92204A876)
|
54,779 |
$7,282k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
24,513 |
$4,578k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
102,892 |
$2,988k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
14,869 |
$2,485k |
|
|
MARKET VECTORS ETF TR (57060U100)
|
76,557 |
$1,957k |
|
|
Exxon Mobil Corp (30231G102)
|
25,518 |
$1,955k |
|
|
Apple Inc (037833100)
|
9,670 |
$1,914k |
|
|
MICROSOFT CORP (594918104)
|
13,609 |
$1,823k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
22,596 |
$1,823k |
|
|
PFIZER INC (717081103)
|
39,629 |
$1,717k |
|
|
COCA-COLA CO (191216100)
|
32,447 |
$1,652k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
158,060 |
$1,557k |
|
|
STARBUCKS CORP (855244109)
|
17,052 |
$1,429k |
|
|
DISNEY WALT CO (254687106)
|
9,954 |
$1,390k |
|
|
AT&T INC (00206R102)
|
41,199 |
$1,381k |
|
|
PHILIP MORRIS INTL (718172109)
|
17,165 |
$1,348k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
26,385 |
$1,345k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
8,480 |
$1,334k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
8,040 |
$1,259k |
|
|
CITIGROUP INC (172967424)
|
17,870 |
$1,251k |
|
|
KINDER MORGAN INC (49456B101)
|
59,848 |
$1,250k |
|
|
SOUTHERN CO (842587107)
|
22,113 |
$1,222k |
|
|
JOHNSON & JOHNSON (478160104)
|
8,559 |
$1,192k |
|
|
HOME DEPOT INC (437076102)
|
5,521 |
$1,148k |
|
|
VANECK VECTORS ETF TR (92189F718)
|
76,449 |
$1,133k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
10,123 |
$1,132k |
|
|
WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #B (962879102)
|
46,187 |
$1,117k |
|
|
QUALCOMM INC (747525103)
|
14,674 |
$1,116k |
|
|
Nutrien Ltd (67077M108)
|
19,568 |
$1,046k |
|
|
Barrick Gold Corp (067901108)
|
64,857 |
$1,023k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
38,914 |
$1,021k |
|
|
CVS HEALTH CORP (126650100)
|
18,337 |
$999k |
|
|
Newmont Goldcorp Corp (651639106)
|
25,821 |
$993k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
4,839 |
$990k |
|
|
Weyerhaeuser Co (962166104)
|
36,725 |
$967k |
|
|
ALTRIA GROUP INC (02209S103)
|
20,245 |
$959k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
17,162 |
$944k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
37,263 |
$936k |
|
|
ASTRAZENECA (046353108)
|
21,638 |
$893k |
|
|
BHP BILLITON LTD (088606108)
|
15,012 |
$872k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
14,834 |
$847k |
|
|
Boeing Co/The (097023105)
|
2,304 |
$839k |
|
|
CISCO SYSTEMS INC (17275R102)
|
15,148 |
$829k |
|
|
ANADARKO PETE (032511107)
|
11,445 |
$808k |
|
|
Occidental Petroleum Corp (674599105)
|
16,002 |
$805k |
|
|
Chevron Corp (166764100)
|
6,461 |
$804k |
|
|
ACUITY BRANDS INC (00508Y102)
|
5,823 |
$803k |
|
|
DELUXE CORP (248019101)
|
19,474 |
$792k |
|
|
Amazon.com Inc (023135106)
|
394 |
$746k |
|
|
VANGUARD INDEX FDS (922908637)
|
5,293 |
$713k |
|
|
PROCTER & GAMBLE CO (742718109)
|
6,423 |
$704k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
4,686 |
$703k |
|
|
VISA INC COM CL A (92826C839)
|
3,939 |
$684k |
|
|
INTL BUSINESS MCHN (459200101)
|
4,831 |
$666k |
|
|
Illumina Inc (452327109)
|
1,779 |
$655k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
4,000 |
$651k |
|
|
MCDONALDS CORP (580135101)
|
3,102 |
$644k |
|
|
Autodesk Inc (052769106)
|
3,817 |
$622k |
|
|
HSBC HLDGS PLC (404280406)
|
14,524 |
$606k |
|
|
Square Inc (852234103)
|
8,267 |
$600k |
|
|
ABBVIE INC (00287Y109)
|
8,180 |
$595k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,284 |
$582k |
|
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
3,060 |
$549k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
4,885 |
$542k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,220 |
$542k |
|
|
ISHARES (464287234)
|
12,471 |
$535k |
|
|
Intercontinental Exchange Inc (45866F104)
|
6,181 |
$531k |
|
|
UNITED PARCEL SERVIC (911312106)
|
5,127 |
$529k |
|
|
ANNALY CAP MGMT INC (035710409)
|
57,616 |
$526k |
|
|
DOCUSIGN INC COM (256163106)
|
10,451 |
$520k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,530 |
$517k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
969 |
$508k |
|
|
DUKE ENERGY CORP (26441C204)
|
5,725 |
$505k |
|
|
NEXTERA ENERGY INC (65339F101)
|
2,427 |
$497k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
3,023 |
$494k |
|
|
VANGUARD WORLD FDS (92204A306)
|
5,772 |
$491k |
|
|
FIREEYE INC (31816Q101)
|
30,357 |
$450k |
|
|
NIKE INC (654106103)
|
5,330 |
$447k |
|
|
TOTAL SA (89151E109)
|
7,740 |
$432k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
4,920 |
$429k |
|
|
Mosaic Co/The (61945C103)
|
16,177 |
$405k |
|
|
ConocoPhillips (20825C104)
|
6,635 |
$405k |
|
|
3-D SYS CORP DEL (88554D205)
|
44,472 |
$405k |
|
|
PAYCHEX INC (704326107)
|
4,821 |
$397k |
|
|
Facebook Inc (30303M102)
|
2,034 |
$393k |
|
|
BP PLC (055622104)
|
9,434 |
$393k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
14,240 |
$393k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,434 |
$388k |
|
|
GENERAL MILLS INC (370334104)
|
7,238 |
$380k |
|
|
SUNTRUST BANKS INC (867914103)
|
5,958 |
$374k |
|
|
DB COMMODITY INDEX TRACKING (46138B103)
|
23,517 |
$370k |
|
|
MERCK & CO INC (58933Y105)
|
4,282 |
$359k |
|
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
5,797 |
$356k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
3,508 |
$354k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
8,629 |
$345k |
|
|
PEPSICO INC (713448108)
|
2,609 |
$342k |
|
|
ROYAL DUTCH SHELL (780259107)
|
5,097 |
$335k |
|
|
Netflix Inc (64110L106)
|
906 |
$329k |
|
|
CHUBB LIMITED (H1467J104)
|
2,224 |
$328k |
|
|
INTEL CORP (458140100)
|
6,602 |
$316k |
|
|
ALPHABET INC (02079K305)
|
291 |
$315k |
|
|
NOVARTIS AG (66987V109)
|
3,428 |
$313k |
|
|
CAMPBELL SOUP CO (134429109)
|
7,810 |
$313k |
|
|
UNILEVER N.V (904784709)
|
5,102 |
$310k |
|
|
Bank of America Corp. (060505104)
|
10,525 |
$305k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,657 |
$302k |
|
|
DU PONT E I DE NEMOURS & CO CO (263534109)
|
3,759 |
$282k |
|
|
ISHARES (464287465)
|
4,191 |
$275k |
|
|
KIMBERLY CLARK CORP (494368103)
|
2,030 |
$271k |
|
|
WESTERN ASSET MUN DEF OPP TR (95768A109)
|
12,225 |
$267k |
|
|
Alphabet Inc (02079K107)
|
247 |
$267k |
|
|
SPDR SERIES TRUST (78464A870)
|
3,032 |
$266k |
|
|
ProShares Short S&P 500 (74347R503)
|
9,697 |
$258k |
|
|
BROWN FORMAN CORP (115637209)
|
4,195 |
$233k |
|
|
JOHNSON CONTROLS INT (G51502105)
|
5,575 |
$230k |
|
|
Invesco Van kampen Municipal Opportunity trust (46132C107)
|
11,145 |
$137k |
|
|
SIRIUS XM HLDG (82968B103)
|
10,500 |
$59k |
|
|
International Tower Hill Mines (46050R102)
|
22,000 |
$12k |
|
|
Almaden Minerals Ltd (020283305)
|
12,135 |
$7k |
|
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