Legal Name: SUMMIT X
報告期間:
Jun 30, 2019
有効日:
Aug 13, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
Apple Inc (037833100)
|
30,346 |
$6,025k |
|
|
AT&T INC (00206R102)
|
174,248 |
$5,878k |
|
|
DOUBLELINE INCOME (258622109)
|
251,800 |
$5,052k |
|
|
ABBVIE INC (00287Y109)
|
57,741 |
$4,204k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
77,883 |
$4,000k |
|
|
Facebook Inc (30303M102)
|
18,692 |
$3,556k |
|
|
CISCO SYSTEMS INC (17275R102)
|
55,910 |
$3,063k |
|
|
ENBRIDGE INC (29250N105)
|
69,714 |
$2,526k |
|
|
ALPHABET INC (02079K305)
|
2,184 |
$2,358k |
|
|
ISHARES INC (464286525)
|
24,213 |
$2,230k |
|
|
AVALONBAY COMMUNTIES (053484101)
|
10,112 |
$2,059k |
|
|
CNA FINL CORP (126117100)
|
40,932 |
$1,932k |
|
|
EXELON CORP (30161N101)
|
39,048 |
$1,881k |
|
|
FIDELITY (316092816)
|
49,493 |
$1,749k |
|
|
Exxon Mobil Corp (30231G102)
|
18,204 |
$1,638k |
|
|
CVS HEALTH CORP (126650100)
|
29,862 |
$1,635k |
|
|
ALTRIA GROUP INC (02209S103)
|
31,997 |
$1,522k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
7,094 |
$1,508k |
|
|
DOCUSIGN INC COM (256163106)
|
25,844 |
$1,284k |
|
|
DISNEY WALT CO (254687106)
|
9,138 |
$1,283k |
|
|
Flaherty & Crumrine Preferred (33848E106)
|
105,643 |
$1,240k |
|
|
HOME DEPOT INC (437076102)
|
5,534 |
$1,148k |
|
|
ADOBE INC (00724F101)
|
4,577 |
$1,139k |
|
|
Amazon.com Inc (023135106)
|
564 |
$1,075k |
|
|
COMCAST CORP (20030N101)
|
24,784 |
$1,052k |
|
|
HSBC HLDGS PLC (404280406)
|
23,309 |
$990k |
|
|
DOMINION ENERGY INC (25746U109)
|
12,421 |
$943k |
|
|
AMEREN CORPORATION (023608102)
|
12,176 |
$915k |
|
|
AEP (025537101)
|
10,318 |
$892k |
|
|
FIDELITY (316092857)
|
32,546 |
$843k |
|
|
GENERAL ELECTRIC CO (369604103)
|
78,280 |
$820k |
|
|
Chevron Corp (166764100)
|
6,519 |
$811k |
|
|
FIDELITY (316092600)
|
17,722 |
$792k |
|
|
DANAHER CORP (235851102)
|
5,294 |
$755k |
|
|
AMERICAN WTR WKS CO (030420103)
|
6,360 |
$736k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,767 |
$735k |
|
|
COCA-COLA CO (191216100)
|
14,085 |
$715k |
|
|
ISHARES INC (46434G889)
|
16,788 |
$705k |
|
|
AMPHENOL CORPORATION (032095101)
|
7,285 |
$701k |
|
|
INTEL CORP (458140100)
|
14,573 |
$694k |
|
|
DUKE ENERGY CORP (26441C204)
|
7,673 |
$679k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
3,600 |
$662k |
|
|
INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL (46137V274)
|
6,750 |
$656k |
|
|
CINTAS CORP (172908105)
|
2,620 |
$623k |
|
|
HONEYWELL INTL INC (438516106)
|
3,419 |
$595k |
|
|
Alphabet Inc (02079K107)
|
555 |
$589k |
|
|
Boeing Co/The (097023105)
|
890 |
$583k |
|
|
CENTERPOINT ENERGY (15189T107)
|
20,639 |
$573k |
|
|
CME GROUP INC (12572Q105)
|
2,845 |
$560k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
4,168 |
$528k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
2,727 |
$510k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
34,410 |
$500k |
|
|
Bank of America Corp. (060505104)
|
16,374 |
$477k |
|
|
Booking Holdings, Inc. (09857L108)
|
251 |
$473k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,509 |
$464k |
|
|
CINCINNATI FINL CORP (172062101)
|
4,482 |
$461k |
|
|
ANHEUSER BUSCH INBEV (03524A108)
|
5,117 |
$455k |
|
|
BB&T CORPORATION (054937107)
|
9,108 |
$443k |
|
|
EMERSON ELEC CO (291011104)
|
6,540 |
$436k |
|
|
EVERSOURCE ENERGY (30040W108)
|
5,679 |
$430k |
|
|
ENTERPRISE PRODS (293792107)
|
14,705 |
$427k |
|
|
AVANGRID INC (05351W103)
|
8,320 |
$423k |
|
|
Fidelity(R) MSCI Financials ETF (316092501)
|
10,565 |
$420k |
|
|
BLACKROCK FL RT TR (091941104)
|
33,748 |
$419k |
|
|
IQVIA HOLDINGS INC (46266C105)
|
2,582 |
$413k |
|
|
EPR PPTYS (26884U109)
|
5,500 |
$409k |
|
|
ISHARES INC (464286533)
|
6,948 |
$408k |
|
|
ARES CAP CORP (04010L103)
|
22,435 |
$404k |
|
|
ESSEX PPTY TR INC (297178105)
|
1,375 |
$401k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
5,540 |
$395k |
|
|
FIDELITY (316092808)
|
6,284 |
$389k |
|
|
ABC (03073E105)
|
4,578 |
$388k |
|
|
CHUBB LIMITED (H1467J104)
|
2,600 |
$384k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
12,220 |
$369k |
|
|
Deckers Outdoor Corp (243537107)
|
2,194 |
$361k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
2,007 |
$360k |
|
|
CDN NATL RAILWAY (136375102)
|
3,752 |
$347k |
|
|
EATON CORPORATION (G29183103)
|
4,172 |
$346k |
|
|
GALLAGHER ARTHUR J & CO (363576109)
|
3,957 |
$346k |
|
|
FABRINET (G3323L100)
|
7,385 |
$345k |
|
|
Healthcare Trust of America In (42225P501)
|
12,510 |
$341k |
|
|
CROWN CASTLE INTL (22822V101)
|
2,610 |
$339k |
|
|
CONSTELLATION BRANDS (21036P108)
|
1,698 |
$337k |
|
|
Berry Global Group, Inc. (08579W103)
|
6,806 |
$337k |
|
|
COMPASS DVRSFD HLDS (20451Q104)
|
17,320 |
$332k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V373)
|
2,490 |
$331k |
|
|
BECTON DICKINSON (075887109)
|
1,293 |
$329k |
|
|
EOG Resources Inc (26875P101)
|
3,535 |
$328k |
|
|
ANTHEM INC (036752103)
|
1,165 |
$327k |
|
|
B & G FOODS INC (05508R106)
|
15,515 |
$321k |
|
|
FEDERATED INVESTORS INC (314211103)
|
10,367 |
$319k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
21,165 |
$295k |
|
|
Cabot Oil & Gas Corp (127097103)
|
12,825 |
$294k |
|
|
Deere & Co (244199105)
|
1,586 |
$262k |
|
|
Caterpillar Inc (149123101)
|
1,856 |
$254k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,668 |
$231k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,283 |
$219k |
|
|
ELECTRONIC ARTS INC (285512109)
|
2,142 |
$207k |
|
|
COOPER COMPANIES INC (216648402)
|
595 |
$201k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
29,625 |
$176k |
|
|
APOLLO SENIOR FLOA (037636107)
|
10,544 |
$159k |
|
|
DIVIDEND & INCOME FUND (25538A204)
|
11,771 |
$136k |
|
|
GERON CORP (374163103)
|
77,107 |
$118k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
11,442 |
$114k |
|
|
BIOTIME INC (09066L105)
|
18,200 |
$21k |
|
|
EYEPOINT PHARMACEUTICALS INC (30233G100)
|
11,000 |
$18k |
|
|
AVEO PHARMACEUTICALS INC (053588109)
|
21,000 |
$14k |
|
|
ACTINIUM PHARMACEUTICALS INC (00507W107)
|
35,000 |
$8k |
|
|
DENISON MINES CORP (248356107)
|
11,000 |
$6k |
|
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