Legal Name: BTR CAPITAL MANAGEMENT INC
報告期間:
Jun 30, 2019
有効日:
Jul 18, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
MICROSOFT CORP (594918104)
|
182,200 |
$24,408k |
|
|
Apple Inc (037833100)
|
93,772 |
$18,559k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
164,688 |
$18,412k |
|
|
DISNEY WALT CO (254687106)
|
130,749 |
$18,258k |
|
|
VISA INC COM CL A (92826C839)
|
97,741 |
$16,963k |
|
|
PEPSICO INC (713448108)
|
127,522 |
$16,722k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
54,640 |
$16,047k |
|
|
AMERICAN WTR WKS CO (030420103)
|
134,349 |
$15,584k |
|
|
ALPHABET INC (02079K305)
|
14,248 |
$15,428k |
|
|
Chevron Corp (166764100)
|
118,249 |
$14,715k |
|
|
CROWN CASTLE INTL (22822V101)
|
101,261 |
$13,199k |
|
|
ETF MANAGERS TR (26924G201)
|
307,005 |
$12,210k |
|
|
QUALCOMM INC (747525103)
|
158,167 |
$12,032k |
|
|
LOWES CO (548661107)
|
117,244 |
$11,831k |
|
|
MERCK & CO INC (58933Y105)
|
138,733 |
$11,633k |
|
|
UNITED TECHNOLOGIES (913017109)
|
87,006 |
$11,328k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
44,702 |
$10,761k |
|
|
AL (00912X302)
|
236,036 |
$9,758k |
|
|
PROCTER & GAMBLE CO (742718109)
|
81,170 |
$8,900k |
|
|
ABBOTT LABS (002824100)
|
105,614 |
$8,882k |
|
|
SPDR SERIES TRUST (78464A870)
|
97,296 |
$8,534k |
|
|
PFIZER INC (717081103)
|
196,786 |
$8,525k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
33,783 |
$8,243k |
|
|
MID-AMER APT CMNTYS (59522J103)
|
66,222 |
$7,798k |
|
|
STARWOOD PPTY TR (85571B105)
|
335,443 |
$7,621k |
|
|
ISHARES (464288778)
|
164,101 |
$7,532k |
|
|
METLIFE INC (59156R108)
|
151,260 |
$7,513k |
|
|
RAYTHEON (755111507)
|
41,189 |
$7,162k |
|
|
Booking Holdings, Inc. (09857L108)
|
3,754 |
$7,038k |
|
|
CINEMARK HOLDINGS (17243V102)
|
194,505 |
$7,022k |
|
|
JOHNSON & JOHNSON (478160104)
|
49,546 |
$6,901k |
|
|
DISCOVER FINL SVCS (254709108)
|
88,645 |
$6,878k |
|
|
JACOBS ENGR GROUP (469814107)
|
74,333 |
$6,273k |
|
|
Weyerhaeuser Co (962166104)
|
220,429 |
$5,806k |
|
|
AMERICAN GROWTH FUND F-3 (399874775)
|
105,573 |
$5,318k |
|
|
CVS HEALTH CORP (126650100)
|
95,463 |
$5,202k |
|
|
KINDER MORGAN INC (49456B101)
|
229,049 |
$4,783k |
|
|
PENTAIR PLC (G7S00T104)
|
122,347 |
$4,551k |
|
|
CITIGROUP INC (172967424)
|
64,897 |
$4,545k |
|
|
EOG Resources Inc (26875P101)
|
46,389 |
$4,322k |
|
|
Exxon Mobil Corp (30231G102)
|
55,992 |
$4,291k |
|
|
MFS VALUE FUND CL I (552983694)
|
98,993 |
$4,116k |
|
|
HOME DEPOT INC (437076102)
|
19,621 |
$4,081k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
312,970 |
$3,083k |
|
|
Schlumberger Ltd (806857108)
|
75,189 |
$2,988k |
|
|
CSX CORP (126408103)
|
37,420 |
$2,895k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
9,750 |
$2,857k |
|
|
WISDOMTREE TR (97717X701)
|
42,714 |
$2,826k |
|
|
AMERICAN NEW PERSPECTIVE FD F3 (648018778)
|
61,527 |
$2,755k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
12,254 |
$2,584k |
|
|
DuPont de Nemours Inc (26614N102)
|
33,945 |
$2,548k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
9,997 |
$2,131k |
|
|
TRAVELERS CO(THE) (89417E109)
|
13,539 |
$2,024k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
73,135 |
$2,019k |
|
|
COSTCO WHSL CORP (22160K105)
|
7,383 |
$1,951k |
|
|
AT&T INC (00206R102)
|
57,299 |
$1,920k |
|
|
GILEAD SCIENCES INC (375558103)
|
28,194 |
$1,905k |
|
|
JPMORGAN INCOME BUILDER FUND (4812A3254)
|
175,117 |
$1,863k |
|
|
UNITED PARCEL SERVIC (911312106)
|
17,803 |
$1,839k |
|
|
ECOLAB INC (278865100)
|
9,245 |
$1,825k |
|
|
Lockheed Martin Corp (539830109)
|
4,851 |
$1,764k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
30,745 |
$1,757k |
|
|
INVESCO ETF TR II (46138E628)
|
34,265 |
$1,729k |
|
|
WASTE MGMT INC DEL (94106L109)
|
14,465 |
$1,669k |
|
|
ISHARES (464287556)
|
14,783 |
$1,613k |
|
|
BARON SMALL CAP FUND (068278803)
|
48,580 |
$1,567k |
|
|
Dow Inc (260557103)
|
31,568 |
$1,557k |
|
|
ABBVIE INC (00287Y109)
|
20,283 |
$1,475k |
|
|
Boeing Co/The (097023105)
|
3,892 |
$1,417k |
|
|
ORACLE CORP (68389X105)
|
24,581 |
$1,400k |
|
|
NEXTERA ENERGY INC (65339F101)
|
6,630 |
$1,358k |
|
|
COCA-COLA CO (191216100)
|
25,907 |
$1,319k |
|
|
INTEL CORP (458140100)
|
27,291 |
$1,306k |
|
|
MCDONALDS CORP (580135101)
|
5,996 |
$1,245k |
|
|
UNION PAC CORP (907818108)
|
7,120 |
$1,204k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
21,040 |
$1,176k |
|
|
EATON VANCE DIV BUILDER I (277905634)
|
80,622 |
$1,173k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
7,776 |
$1,167k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
22,570 |
$1,151k |
|
|
INVESCO ETF TR (46137V142)
|
31,345 |
$1,116k |
|
|
ISHARES (464287465)
|
15,965 |
$1,049k |
|
|
EVERSOURCE ENERGY (30040W108)
|
13,843 |
$1,049k |
|
|
CONSTELLATION BRANDS (21036P108)
|
5,107 |
$1,006k |
|
|
VANECK VECTORS ETF TR (92189F718)
|
67,480 |
$1,000k |
|
|
HONEYWELL INTL INC (438516106)
|
5,442 |
$950k |
|
|
Alphabet Inc (02079K107)
|
858 |
$927k |
|
|
EMERSON ELEC CO (291011104)
|
13,325 |
$889k |
|
|
MONDRIAN INTL VALUE EQUITY FD (36381Y108)
|
61,955 |
$886k |
|
|
ADP (053015103)
|
5,252 |
$868k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
13,643 |
$814k |
|
|
DUKE ENERGY CORP (26441C204)
|
9,023 |
$796k |
|
|
MATTHEWS ASIA DIVIDEND FUND (577125107)
|
45,782 |
$771k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
12,880 |
$753k |
|
|
WELLS FARGO CO NEW (949746101)
|
15,655 |
$741k |
|
|
KIMBERLY CLARK CORP (494368103)
|
5,552 |
$740k |
|
|
VANGUARD 500 INDEX FUND (922908108)
|
2,708 |
$735k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,431 |
$717k |
|
|
Deere & Co (244199105)
|
4,236 |
$702k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
7,315 |
$678k |
|
|
SCHWAB S&P 500 INDEX FUN (808509855)
|
14,735 |
$669k |
|
|
INVESCO DYNAMIC PHARMACEUTICAL (46137V662)
|
10,400 |
$626k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
8,126 |
$582k |
|
|
3M CO (88579Y101)
|
3,348 |
$580k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
8,130 |
$571k |
|
|
STARBUCKS CORP (855244109)
|
6,745 |
$565k |
|
|
DEVON ENERGY CORP (25179M103)
|
19,345 |
$552k |
|
|
MONDELEZ INTL INC (609207105)
|
9,825 |
$530k |
|
|
ENTERPRISE PRODS (293792107)
|
18,042 |
$521k |
|
|
INTL BUSINESS MCHN (459200101)
|
3,751 |
$517k |
|
|
UNIVERSAL DISPLAY CP (91347P105)
|
2,750 |
$517k |
|
|
T ROWE PRICE EQUITY INCOME FD (779547108)
|
16,167 |
$505k |
|
|
COMCAST CORP (20030N101)
|
11,719 |
$495k |
|
|
ADOBE INC (00724F101)
|
1,625 |
$479k |
|
|
DANAHER CORP (235851102)
|
3,243 |
$463k |
|
|
STRYKER CORP (863667101)
|
2,240 |
$460k |
|
|
American Express Co. (025816109)
|
3,560 |
$439k |
|
|
Bank of America Corp. (060505104)
|
15,126 |
$439k |
|
|
WALMART INC COM (931142103)
|
3,941 |
$435k |
|
|
NOVO-NORDISK AS (670100205)
|
8,320 |
$425k |
|
|
ConocoPhillips (20825C104)
|
6,849 |
$418k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
7,350 |
$402k |
|
|
GENUINE PARTS CO (372460105)
|
3,803 |
$394k |
|
|
BECTON DICKINSON (075887109)
|
1,492 |
$376k |
|
|
MATTHEWS PACIFIC TIGER FUND (577130107)
|
12,759 |
$369k |
|
|
HCP INC (40414L109)
|
11,367 |
$364k |
|
|
ENBRIDGE INC (29250N105)
|
9,750 |
$352k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,252 |
$350k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,751 |
$349k |
|
|
NATIONAL RETAIL PPTYS INC (637417106)
|
6,350 |
$337k |
|
|
PRICE T ROWE GROWTH STOCK FD (741479109)
|
4,771 |
$328k |
|
|
AMGEN INC (031162100)
|
1,772 |
$327k |
|
|
US BANCORP DEL (902973304)
|
6,225 |
$326k |
|
|
ENERGY TRANSFER LP (29273V100)
|
21,525 |
$303k |
|
|
SEMPRA ENERGY (816851109)
|
2,149 |
$295k |
|
|
SPDR SERIES TRUST (78464A730)
|
10,780 |
$294k |
|
|
LILLY ELI & CO (532457108)
|
2,542 |
$282k |
|
|
SCHWAB 1000 FUND (808517106)
|
4,086 |
$271k |
|
|
NESTLE S A (641069406)
|
2,608 |
$270k |
|
|
TORCHMARK CORP (891027104)
|
3,004 |
$269k |
|
|
MOODYS CORP (615369105)
|
1,367 |
$267k |
|
|
PRUDENTIAL FINL (744320102)
|
2,625 |
$265k |
|
|
BOSTON PARTNERS LONG/SHORT (74925K581)
|
17,287 |
$264k |
|
|
CLEARBRIDGE LARGE CAP (52469H784)
|
4,950 |
$261k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
3,117 |
$260k |
|
|
CHUBB LIMITED (H1467J104)
|
1,656 |
$244k |
|
|
WELLTOWER INC (95040Q104)
|
2,926 |
$239k |
|
|
Charles Schwab Corp/The (808513105)
|
5,887 |
$237k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
3,725 |
$236k |
|
|
TCW GALILEO FDS INC (87234N765)
|
28,119 |
$236k |
|
|
DODGE& COX STK FUND (256219106)
|
1,233 |
$231k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
2,950 |
$230k |
|
|
Phillips 66 (718546104)
|
2,420 |
$226k |
|
|
PHILIP MORRIS INTL (718172109)
|
2,866 |
$225k |
|
|
CISCO SYSTEMS INC (17275R102)
|
4,031 |
$221k |
|
|
BIO RAD LABS INC (090572207)
|
690 |
$216k |
|
|
CALIFORNIA WTR SVC (130788102)
|
4,200 |
$213k |
|
|
BAXTER INTL INC (071813109)
|
2,575 |
$211k |
|
|
BNY MELLON MIDCAP INDEX FUND (05588M209)
|
6,213 |
$210k |
|
|
TEXAS INSTRUMENTS (882508104)
|
1,830 |
$210k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
1,624 |
$206k |
|
|
VENTAS INC (92276F100)
|
2,948 |
$201k |
|
|
ISHARES (464287168)
|
2,010 |
$200k |
|
|
PIMCO INCOME FD INS CLASS (72201F490)
|
10,949 |
$133k |
|
|
BIODELIVERY SCI INTL (09060J106)
|
10,000 |
$47k |
|
|
ADAMIS PHARMACUTCALS (00547W208)
|
10,000 |
$13k |
|
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