Legal Name: STRATEGIC INVESTMENT ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 22, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SCHWAB STRATEGIC TR (808524102)
|
275,415 |
$19,425k |
|
|
Apple Inc (037833100)
|
63,089 |
$12,486k |
|
|
Amazon.com Inc (023135106)
|
5,730 |
$10,850k |
|
|
MICROSOFT CORP (594918104)
|
80,814 |
$10,825k |
|
|
VISA INC COM CL A (92826C839)
|
45,218 |
$7,847k |
|
|
AT&T INC (00206R102)
|
215,233 |
$7,212k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
35,708 |
$6,668k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
114,397 |
$6,535k |
|
|
HOME DEPOT INC (437076102)
|
30,851 |
$6,416k |
|
|
PIMCO ETF TR (72201R775)
|
54,552 |
$5,863k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
48,093 |
$5,376k |
|
|
ALPHABET INC (02079K305)
|
4,905 |
$5,311k |
|
|
SPDR SERIES TRUST (78464A821)
|
97,077 |
$5,269k |
|
|
Facebook Inc (30303M102)
|
26,854 |
$5,182k |
|
|
WASTE MGMT INC DEL (94106L109)
|
41,973 |
$4,842k |
|
|
JOHNSON & JOHNSON (478160104)
|
30,624 |
$4,265k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
18,814 |
$4,010k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
105,377 |
$3,971k |
|
|
METLIFE INC (59156R108)
|
73,586 |
$3,655k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
108,142 |
$3,470k |
|
|
PFIZER INC (717081103)
|
74,354 |
$3,221k |
|
|
CISCO SYSTEMS INC (17275R102)
|
57,154 |
$3,128k |
|
|
Bank of America Corp. (060505104)
|
105,237 |
$3,051k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
114,654 |
$3,008k |
|
|
SPDR SERIES TRUST (78464A664)
|
71,579 |
$2,731k |
|
|
PROCTER & GAMBLE CO (742718109)
|
24,857 |
$2,725k |
|
|
UNITED AIRLINES HLDG (910047109)
|
30,396 |
$2,661k |
|
|
HSBC HLDGS PLC (404280406)
|
62,980 |
$2,628k |
|
|
DEUTSCHE BANK AG-REG (B:DB) (D18190898)
|
91,226 |
$2,299k |
|
|
HEICO CORP NEW (422806208)
|
21,986 |
$2,272k |
|
|
DISNEY WALT CO (254687106)
|
16,009 |
$2,235k |
|
|
CITIGROUP INC (172967424)
|
31,870 |
$2,231k |
|
|
Phillips 66 (718546104)
|
23,516 |
$2,199k |
|
|
MASTERCARD INC (57636Q104)
|
7,996 |
$2,115k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
7,103 |
$2,085k |
|
|
DUKE ENERGY CORP (26441C204)
|
22,417 |
$1,978k |
|
|
ARK (00214Q104)
|
40,228 |
$1,930k |
|
|
AFLAC INC (001055102)
|
35,029 |
$1,919k |
|
|
PEPSICO INC (713448108)
|
14,036 |
$1,840k |
|
|
MERCK & CO INC (58933Y105)
|
20,916 |
$1,753k |
|
|
DELTA AIR LINES (247361702)
|
30,657 |
$1,739k |
|
|
BB&T CORPORATION (054937107)
|
35,216 |
$1,730k |
|
|
International Paper Co (460146103)
|
39,837 |
$1,725k |
|
|
3M CO (88579Y101)
|
9,824 |
$1,702k |
|
|
PRUDENTIAL FINL (744320102)
|
15,599 |
$1,575k |
|
|
ENTERPRISE PRODS (293792107)
|
53,983 |
$1,558k |
|
|
WELLS FARGO CO NEW (949746804)
|
1,096 |
$1,495k |
|
|
BANK AMER CORP (060505682)
|
995 |
$1,365k |
|
|
TRAVELERS CO(THE) (89417E109)
|
9,005 |
$1,346k |
|
|
INTEL CORP (458140100)
|
27,343 |
$1,308k |
|
|
UNITED PARCEL SERVIC (911312106)
|
12,359 |
$1,276k |
|
|
WELLS FARGO CO NEW (949746101)
|
26,367 |
$1,247k |
|
|
SCHWAB STRATEGIC T (808524862)
|
24,520 |
$1,240k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
7,120 |
$1,206k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
4,851 |
$1,183k |
|
|
US BANCORP DEL (902973304)
|
22,504 |
$1,179k |
|
|
Valero Energy Corp (91913Y100)
|
13,179 |
$1,128k |
|
|
HONEYWELL INTL INC (438516106)
|
6,325 |
$1,104k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V373)
|
8,250 |
$1,104k |
|
|
VEEVA SYS INC CL A COM (922475108)
|
6,765 |
$1,096k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V381)
|
10,445 |
$1,094k |
|
|
Aegon NV (007924103)
|
42,100 |
$1,082k |
|
|
Boeing Co/The (097023105)
|
2,893 |
$1,052k |
|
|
American Express Co. (025816109)
|
8,514 |
$1,050k |
|
|
JETBLUE AIRWAYS CORP (477143101)
|
56,350 |
$1,041k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
18,643 |
$1,024k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
12,096 |
$943k |
|
|
Bristol-Myers Squibb Co (110122108)
|
19,568 |
$887k |
|
|
CARNIVAL CORP (143658300)
|
18,194 |
$846k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
29,124 |
$845k |
|
|
NVIDIA Corp (67066G104)
|
4,941 |
$811k |
|
|
salesforce.com Inc (79466L302)
|
5,178 |
$785k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
3,853 |
$780k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
13,350 |
$747k |
|
|
ALTRIA GROUP INC (02209S103)
|
15,577 |
$737k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
6,700 |
$735k |
|
|
COMCAST CORP (20030N101)
|
17,395 |
$735k |
|
|
CVS HEALTH CORP (126650100)
|
13,397 |
$730k |
|
|
UNITED TECHNOLOGIES (913017109)
|
5,557 |
$723k |
|
|
EXELON CORP (30161N101)
|
14,829 |
$710k |
|
|
COLUMBIA FINANCIAL I (197641103)
|
43,085 |
$650k |
|
|
Lockheed Martin Corp (539830109)
|
1,787 |
$649k |
|
|
INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL (46137V274)
|
6,483 |
$640k |
|
|
COCA-COLA CO (191216100)
|
12,505 |
$636k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
15,000 |
$600k |
|
|
ESTEE LAUDER CO (518439104)
|
3,225 |
$590k |
|
|
Alphabet Inc (02079K107)
|
537 |
$580k |
|
|
Royal Dutch Shell PLC (780259206)
|
8,700 |
$566k |
|
|
FEDEX CORP (31428X106)
|
3,368 |
$553k |
|
|
ORACLE CORP (68389X105)
|
9,505 |
$541k |
|
|
EATON CORPORATION (G29183103)
|
6,485 |
$540k |
|
|
Albemarle Corp (012653101)
|
7,488 |
$527k |
|
|
CORTEVA INC (22052L104)
|
17,631 |
$521k |
|
|
ABBVIE INC (00287Y109)
|
6,956 |
$505k |
|
|
Exxon Mobil Corp (30231G102)
|
6,530 |
$500k |
|
|
PROLOGIS INC (74340W103)
|
6,190 |
$495k |
|
|
DOMINION ENERGY INC (25746U109)
|
6,325 |
$489k |
|
|
COHEN & STEERS QUAL (19247L106)
|
35,740 |
$488k |
|
|
DANAHER CORP (235851102)
|
3,398 |
$485k |
|
|
ING GROEP N V (456837103)
|
18,854 |
$485k |
|
|
American Axle & MFG Holdings (024061103)
|
38,000 |
$484k |
|
|
KRAFT HEINZ CO (500754106)
|
15,278 |
$474k |
|
|
MONDELEZ INTL INC (609207105)
|
8,802 |
$474k |
|
|
FMC CORP (302491303)
|
5,640 |
$467k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
2,192 |
$462k |
|
|
ANTHEM INC (036752103)
|
1,618 |
$456k |
|
|
SERVICENOW INC (81762P102)
|
1,655 |
$454k |
|
|
LOWES CO (548661107)
|
4,505 |
$454k |
|
|
HEALTHEQUITY INC COM (42226A107)
|
6,809 |
$445k |
|
|
American International Group (026874784)
|
8,348 |
$444k |
|
|
VANGUARD INDEX FDS (922908637)
|
3,253 |
$438k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
7,525 |
$437k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,679 |
$436k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
3,432 |
$409k |
|
|
STARBUCKS CORP (855244109)
|
4,849 |
$406k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,537 |
$399k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,658 |
$398k |
|
|
EMERSON ELEC CO (291011104)
|
5,924 |
$395k |
|
|
ENBRIDGE INC (29250N105)
|
10,966 |
$395k |
|
|
VMware (VMW) (928563402)
|
2,328 |
$389k |
|
|
MCDONALDS CORP (580135101)
|
1,863 |
$386k |
|
|
ADAMS DIVERSIFIED EQUITY FD (006212104)
|
24,938 |
$385k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,697 |
$371k |
|
|
KINDER MORGAN INC (49456B101)
|
17,815 |
$371k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,252 |
$366k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
1,707 |
$349k |
|
|
GILEAD SCIENCES INC (375558103)
|
5,159 |
$348k |
|
|
CHINA MOBILE LIMITED (16941M109)
|
7,584 |
$343k |
|
|
PHILIP MORRIS INTL (718172109)
|
4,263 |
$334k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,192 |
$328k |
|
|
SOUTHERN CO (842587107)
|
5,844 |
$323k |
|
|
CREDIT SUISSE ASSET MGMT INC (224916106)
|
101,655 |
$316k |
|
|
HARTFORD FINL SVCS (416515104)
|
5,502 |
$306k |
|
|
Bridge Bancorp Inc. (108035106)
|
10,364 |
$305k |
|
|
AEP (025537101)
|
3,456 |
$304k |
|
|
NIKE INC (654106103)
|
3,595 |
$301k |
|
|
Charles Schwab Corp/The (808513105)
|
7,339 |
$294k |
|
|
SELECT SECTOR SPDR TR (81369Y852)
|
5,730 |
$282k |
|
|
NEUBERGER BERMAN RE (64190A103)
|
54,000 |
$277k |
|
|
Square Inc (852234103)
|
3,795 |
$275k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,742 |
$274k |
|
|
XCEL ENERGY INC (98389B100)
|
4,554 |
$270k |
|
|
UNILEVER N.V (904784709)
|
4,433 |
$269k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,247 |
$257k |
|
|
WALMART INC COM (931142103)
|
2,309 |
$255k |
|
|
AMGEN INC (031162100)
|
1,288 |
$237k |
|
|
Netflix Inc (64110L106)
|
646 |
$237k |
|
|
STANLEY BLACK&DECKR (854502101)
|
1,637 |
$236k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V100)
|
3,546 |
$230k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
1,056 |
$226k |
|
|
QUALCOMM INC (747525103)
|
2,930 |
$222k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
2,000 |
$222k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
1,458 |
$219k |
|
|
VARIAN MED SYS INC (92220P105)
|
1,600 |
$217k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,287 |
$211k |
|
|
GENERAL MILLS INC (370334104)
|
4,000 |
$210k |
|
|
ROCKY MTN CHOCOLATE FACTORY CO (77467X101)
|
15,013 |
$126k |
|
|
SPRINT CORPORATION (85207U105)
|
10,000 |
$65k |
|
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