Legal Name: FERNWOOD INVESTMENT MANAGEMENT, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 1, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
GLOBAL BLOOD THERAPEUTICS IN (37890U108)
|
327,905 |
$17,248k |
|
|
Portola Pharmaceuticals Inc (737010108)
|
381,911 |
$10,361k |
|
|
MYOKARDIA INC (62857M105)
|
120,248 |
$6,029k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
19,244 |
$5,672k |
|
|
Facebook Inc (30303M102)
|
24,007 |
$4,633k |
|
|
TEXAS PAC LD TR (882610108)
|
5,602 |
$4,409k |
|
|
VISA INC COM CL A (92826C839)
|
20,528 |
$3,563k |
|
|
ALTRIA GROUP INC (02209S103)
|
72,246 |
$3,421k |
|
|
ISHARES TR (464287812)
|
26,782 |
$3,253k |
|
|
Amazon.com Inc (023135106)
|
1,577 |
$2,986k |
|
|
GILEAD SCIENCES INC (375558103)
|
41,869 |
$2,829k |
|
|
VANGUARD WORLD FD (921910816)
|
21,550 |
$2,790k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
17,800 |
$2,768k |
|
|
CVS HEALTH CORP (126650100)
|
50,140 |
$2,732k |
|
|
UNION PAC CORP (907818108)
|
15,716 |
$2,658k |
|
|
ISHARES (464287168)
|
26,400 |
$2,628k |
|
|
JOHNSON & JOHNSON (478160104)
|
18,161 |
$2,529k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
12,737 |
$2,474k |
|
|
CERIDIAN HCM HLDG INC (15677J108)
|
47,940 |
$2,407k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
14,412 |
$2,346k |
|
|
PHILIP MORRIS INTL (718172109)
|
29,131 |
$2,288k |
|
|
MONGODB INC CL A (60937P106)
|
14,528 |
$2,210k |
|
|
ALPHABET INC (02079K305)
|
1,900 |
$2,057k |
|
|
YUM CHINA HLDGS INC (98850P109)
|
44,100 |
$2,037k |
|
|
SBA COMMUNICATIONS CORP NEW (78410G104)
|
8,800 |
$1,979k |
|
|
ARES CAP CORP (04010L103)
|
109,937 |
$1,972k |
|
|
GOLAR LNG LTD (G9456A100)
|
105,404 |
$1,948k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
77,120 |
$1,940k |
|
|
UNIVERSAL DISPLAY CP (91347P105)
|
10,215 |
$1,921k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
6 |
$1,910k |
|
|
BIOGEN INC (09062X103)
|
7,785 |
$1,821k |
|
|
ISHARES TR CORE DIV GRWTH (46434V621)
|
47,653 |
$1,820k |
|
|
Phillips 66 (718546104)
|
18,451 |
$1,726k |
|
|
Exxon Mobil Corp (30231G102)
|
22,415 |
$1,718k |
|
|
EXCHANGE TRADED CONCEPTS TR (301505889)
|
53,397 |
$1,715k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
9,868 |
$1,672k |
|
|
MEDTRONIC PLC (G5960L103)
|
17,064 |
$1,662k |
|
|
CONSTELLATION BRANDS (21036P108)
|
8,045 |
$1,584k |
|
|
Apple Inc (037833100)
|
7,527 |
$1,490k |
|
|
MONSTER BEVERAGE CRP (61174X109)
|
22,410 |
$1,430k |
|
|
Axon Enterprise Inc (05464C101)
|
21,750 |
$1,397k |
|
|
ConocoPhillips (20825C104)
|
22,745 |
$1,387k |
|
|
PFIZER INC (717081103)
|
30,858 |
$1,337k |
|
|
Alphabet Inc (02079K107)
|
1,230 |
$1,330k |
|
|
Weyerhaeuser Co (962166104)
|
49,170 |
$1,295k |
|
|
Illumina Inc (452327109)
|
3,475 |
$1,279k |
|
|
ISHARES (464287465)
|
18,308 |
$1,203k |
|
|
SPDR SERIES TRUST (78464A805)
|
31,722 |
$1,157k |
|
|
YUM BRANDS INC (988498101)
|
10,350 |
$1,145k |
|
|
ABC (03073E105)
|
13,300 |
$1,134k |
|
|
ABBVIE INC (00287Y109)
|
15,180 |
$1,104k |
|
|
SKYWORKS SOLUTIONS INC (83088m102)
|
13,455 |
$1,040k |
|
|
DISNEY WALT CO (254687106)
|
6,918 |
$966k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
40,041 |
$907k |
|
|
MCCORMICK & CO INC (579780206)
|
5,770 |
$894k |
|
|
Williams Cos Inc/The (969457100)
|
31,018 |
$870k |
|
|
ISHARES (464287234)
|
19,736 |
$847k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
16,694 |
$819k |
|
|
UNITED PARCEL SERVIC (911312106)
|
7,563 |
$781k |
|
|
IPG PHOTONICS CORP COM (44980X109)
|
4,970 |
$767k |
|
|
PayPal Holdings Inc (70450Y103)
|
6,600 |
$755k |
|
|
IRON MOUNTAIN INC (46284V101)
|
23,706 |
$742k |
|
|
CBOE GLOBAL MARKETS INC (12503M108)
|
7,135 |
$739k |
|
|
MICROSOFT CORP (594918104)
|
5,350 |
$717k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
1,940 |
$716k |
|
|
AGIOS PHARMACEUTICALS INC (00847X104)
|
14,000 |
$698k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,273 |
$698k |
|
|
ISHARES (464287556)
|
6,346 |
$692k |
|
|
SPDR SERIES TRUST (78468R622)
|
6,312 |
$688k |
|
|
WELLS FARGO CO NEW (949746804)
|
500 |
$682k |
|
|
S&P WRLD EX US (78463X889)
|
22,496 |
$666k |
|
|
MCDONALDS CORP (580135101)
|
3,182 |
$661k |
|
|
SPDR SERIES TRUST (78464A409)
|
16,748 |
$649k |
|
|
LYONDELLBASELL INDUS (N53745100)
|
7,475 |
$644k |
|
|
BRUNSWICK CORP (117043109)
|
13,825 |
$634k |
|
|
CYPRESS SEMICONDUCTR (232806109)
|
28,100 |
$625k |
|
|
Caterpillar Inc (149123101)
|
4,564 |
$622k |
|
|
WATERS CORP (941848103)
|
2,825 |
$608k |
|
|
GENTHERM INC (37253A103)
|
13,885 |
$581k |
|
|
CHIPOTLE MEXICAN GRL (169656105)
|
785 |
$575k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
3,090 |
$571k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
6,472 |
$566k |
|
|
MADISON SQUARE GARDEN CO NEW CL A (55825T103)
|
2,000 |
$560k |
|
|
AVAYA HLDGS CORP COM (05351X101)
|
46,300 |
$551k |
|
|
SPDR SERIES TRUST (78464A508)
|
16,819 |
$526k |
|
|
THE HERSHEY COMPANY (427866108)
|
3,925 |
$526k |
|
|
Netflix Inc (64110L106)
|
1,404 |
$516k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
2,856 |
$512k |
|
|
DANAHER CORP (235851102)
|
3,579 |
$512k |
|
|
CTRIP COM INTL LTD (22943F100)
|
13,820 |
$510k |
|
|
ABBOTT LABS (002824100)
|
6,020 |
$506k |
|
|
ISHARES TR (46432F339)
|
5,478 |
$501k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
5,106 |
$473k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
5,915 |
$462k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,892 |
$455k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
8,588 |
$436k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
3,902 |
$434k |
|
|
COLUMBIA EMERGING GL (19762B509)
|
18,700 |
$427k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
3,156 |
$400k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
3,228 |
$385k |
|
|
DuPont de Nemours Inc (26614N102)
|
5,016 |
$377k |
|
|
IMMUNOGEN INC (45253H101)
|
172,000 |
$373k |
|
|
Dow Inc (260557103)
|
7,459 |
$368k |
|
|
CISCO SYSTEMS INC (17275R102)
|
6,540 |
$358k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
5,558 |
$354k |
|
|
GENERAC HLDGS INC (368736104)
|
5,100 |
$354k |
|
|
Nucor Corp (670346105)
|
6,405 |
$353k |
|
|
HCP INC (40414L109)
|
11,038 |
$353k |
|
|
SPDR SERIES TRUST (78464A847)
|
10,088 |
$344k |
|
|
Occidental Petroleum Corp (674599105)
|
6,810 |
$342k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,295 |
$316k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
4,400 |
$315k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
2,528 |
$308k |
|
|
DOLLAR TREE INC (256746108)
|
2,800 |
$301k |
|
|
METTLER TOLEDO INTL (592688105)
|
350 |
$294k |
|
|
WISDOMTREE TR (97717W505)
|
8,085 |
$293k |
|
|
MASTERCARD INC (57636Q104)
|
1,079 |
$285k |
|
|
I SHARES TR (46429B598)
|
8,060 |
$285k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
3,001 |
$284k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
7,868 |
$282k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
2,566 |
$282k |
|
|
Chevron Corp (166764100)
|
2,230 |
$278k |
|
|
ALIGN TECHNOLOGY INC (016255101)
|
1,000 |
$274k |
|
|
NVIDIA Corp (67066G104)
|
1,670 |
$274k |
|
|
ALLIANCE DATA SYSTEM (018581108)
|
1,940 |
$272k |
|
|
CELGENE CORP (151020104)
|
2,925 |
$270k |
|
|
DIGITAL RLTY TR INC (253868103)
|
2,225 |
$262k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
1,986 |
$253k |
|
|
LIVANOVA PLC (G5509L101)
|
3,500 |
$252k |
|
|
KINDER MORGAN INC (49456B101)
|
12,051 |
$252k |
|
|
Boeing Co/The (097023105)
|
689 |
$251k |
|
|
STARBUCKS CORP (855244109)
|
2,952 |
$247k |
|
|
COCA-COLA CO (191216100)
|
4,542 |
$231k |
|
|
EXPEDIA GROUP INC (30212P303)
|
1,725 |
$229k |
|
|
JAZZ PHARMA PLC (G50871105)
|
1,605 |
$229k |
|
|
SPDR SERIES TRUST (78464A201)
|
3,757 |
$229k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,603 |
$229k |
|
|
PIMCO ETF TR (72201R775)
|
2,119 |
$228k |
|
|
F5 NETWORKS INC (315616102)
|
1,550 |
$226k |
|
|
SAFETY INS GROUP INC (78648T100)
|
2,327 |
$221k |
|
|
TRACTOR SUPPLY CO (892356106)
|
2,000 |
$218k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
3,398 |
$217k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,370 |
$215k |
|
|
WISDOMTREE TR (97717W604)
|
7,928 |
$215k |
|
|
ISHARES TR (464288687)
|
5,636 |
$208k |
|
|
FORD MOTOR CO (345370860)
|
16,000 |
$164k |
|
|
ENCANA CORP (292505104)
|
21,637 |
$111k |
|
|
CHEMOCENTRYX INC (16383L106)
|
10,000 |
$93k |
|
|
FOAMIX PHARMACUTICLS (M46135105)
|
34,000 |
$81k |
|
|
INVESCO SR INCOME TR (46131H107)
|
18,300 |
$79k |
|
|
BNY MELLON HIGH YIELD STRATE (09660L105)
|
25,000 |
$76k |
|
|
POLYMET MINING CO (731916102)
|
20,000 |
$9k |
|
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