Evite fraudes, obtenha os fatos e encontre o melhor
Legal Name: KINGFISHER CAPITAL, LLC
Período do relatório:
Jun 30, 2019
Data de Efetividade:
Aug 14, 2019
Segurança |
Ações Detidas / Montante Principal |
Valor de mercado |
Opção |
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
79,995 |
$5,520k |
|
Apple Inc (037833100)
|
25,147 |
$4,977k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
87,429 |
$4,497k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
314,413 |
$4,245k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
26,231 |
$4,079k |
|
SCHWAB STRATEGIC T (808524862)
|
67,155 |
$3,397k |
|
FRANCO NEVADA CORP (351858105)
|
39,431 |
$3,347k |
|
SHERWIN WILLIAMS CO (824348106)
|
7,205 |
$3,302k |
|
Schwab US Tips ETF (SCHP) (808524870)
|
58,291 |
$3,282k |
|
ISHARES (464287234)
|
75,716 |
$3,249k |
|
Illumina Inc (452327109)
|
8,558 |
$3,151k |
|
INVESCO EXCHNG TRADED FD TR (46138G805)
|
94,681 |
$2,977k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
10,025 |
$2,955k |
|
ABBOTT LABS (002824100)
|
35,039 |
$2,947k |
|
ISHARES TR (464287671)
|
44,036 |
$2,760k |
|
MICROSOFT CORP (594918104)
|
20,344 |
$2,725k |
|
AMERICAN WTR WKS CO (030420103)
|
22,631 |
$2,625k |
|
ALPHABET INC (02079K305)
|
2,326 |
$2,519k |
|
CISCO SYSTEMS INC (17275R102)
|
45,957 |
$2,515k |
|
JOHNSON & JOHNSON (478160104)
|
16,608 |
$2,313k |
|
PROSHARES TR (74347B383)
|
73,173 |
$2,248k |
|
ROPER TECHNOLOGIES (776696106)
|
5,990 |
$2,194k |
|
CHENIERE ENERGY INC (16411R208)
|
31,864 |
$2,181k |
|
MARTIN MARIETTA MATL (573284106)
|
9,298 |
$2,140k |
|
ECOLAB INC (278865100)
|
10,826 |
$2,138k |
|
VERIZON COMMUNICATIONS (92343V104)
|
36,774 |
$2,101k |
|
KAYNE ANDERS MLP/MID (486606106)
|
129,951 |
$1,990k |
|
AMGEN INC (031162100)
|
10,334 |
$1,904k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
11,246 |
$1,880k |
|
ISHARES (464287390)
|
55,483 |
$1,872k |
|
Amazon.com Inc (023135106)
|
985 |
$1,865k |
|
COSTCO WHSL CORP (22160K105)
|
6,693 |
$1,769k |
|
DISNEY WALT CO (254687106)
|
12,464 |
$1,740k |
|
DANAHER CORP (235851102)
|
12,031 |
$1,719k |
|
ISHARES (464287242)
|
13,652 |
$1,698k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
20,256 |
$1,683k |
|
PFIZER INC (717081103)
|
38,012 |
$1,647k |
|
Thermo Fisher Scientific Inc (883556102)
|
5,326 |
$1,564k |
|
TJX COMPANIES INC (872540109)
|
29,458 |
$1,558k |
|
VORNADO REALTY SER M 5.25 (929042828)
|
63,351 |
$1,553k |
|
AGILENT TECHNOLOGIES INC (00846U101)
|
20,758 |
$1,550k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
7,424 |
$1,491k |
|
EDWARDS LIFESCIENCE (28176E108)
|
7,785 |
$1,438k |
|
PayPal Holdings Inc (70450Y103)
|
12,558 |
$1,437k |
|
NIKE INC (654106103)
|
16,712 |
$1,403k |
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
25,965 |
$1,370k |
|
Lockheed Martin Corp (539830109)
|
3,766 |
$1,369k |
|
SERVICENOW INC (81762P102)
|
4,965 |
$1,363k |
|
Albemarle Corp (012653101)
|
19,092 |
$1,344k |
|
GENERAL DYNAMICS (369550108)
|
7,301 |
$1,327k |
|
COCA-COLA CO (191216100)
|
23,898 |
$1,217k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
27,801 |
$1,182k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
10,579 |
$1,164k |
|
HORMEL FOODS CORP (440452100)
|
28,479 |
$1,155k |
|
Pioneer Natural Resources Co (723787107)
|
7,145 |
$1,099k |
|
Twitter Inc (90184L102)
|
30,121 |
$1,051k |
|
VISA INC COM CL A (92826C839)
|
5,963 |
$1,035k |
|
MEDTRONIC PLC (G5960L103)
|
10,486 |
$1,021k |
|
NORTHROP GRUMMAN CO (666807102)
|
3,102 |
$1,002k |
|
Bank of America Corp. (060505104)
|
34,454 |
$999k |
|
BERKSHIRE HATHAWAY (084670108)
|
3 |
$955k |
|
ROSS STORES INC (778296103)
|
9,145 |
$906k |
|
PROCTER & GAMBLE CO (742718109)
|
8,110 |
$889k |
|
CHUBB LIMITED (H1467J104)
|
5,896 |
$868k |
|
ULTA BEAUTY INC (90384S303)
|
2,475 |
$859k |
|
WABTEC (929740108)
|
11,934 |
$856k |
|
DUKE ENERGY CORP (26441C204)
|
9,537 |
$842k |
|
Intercontinental Exchange Inc (45866F104)
|
9,587 |
$824k |
|
Concho Resources Inc (20605P101)
|
7,820 |
$807k |
|
ISHARES TR (464287176)
|
6,875 |
$794k |
|
RAYTHEON (755111507)
|
4,384 |
$762k |
|
PEPSICO INC (713448108)
|
5,384 |
$706k |
|
Exxon Mobil Corp (30231G102)
|
9,132 |
$700k |
|
PALO ALTO NETWORKS (697435105)
|
3,339 |
$680k |
|
Banco Bradesco SA (059460303)
|
68,111 |
$669k |
|
UNITED TECHNOLOGIES (913017109)
|
4,945 |
$644k |
|
ISHARES TR (464288182)
|
8,997 |
$628k |
|
AT&T INC (00206R102)
|
18,310 |
$614k |
|
ROYAL BANK CDA (780087102)
|
7,607 |
$604k |
|
JELD-WEN HLDG INC (47580P103)
|
25,207 |
$535k |
|
DOMINION ENERGY INC (25746U109)
|
6,914 |
$535k |
|
VANGUARD GROUP (921908844)
|
4,572 |
$526k |
|
SPDR GOLD TR GOLD (78463V107)
|
3,781 |
$504k |
|
ISHARES (464287705)
|
3,048 |
$486k |
|
ABBVIE INC (00287Y109)
|
6,676 |
$485k |
|
BB&T CORPORATION (054937107)
|
9,828 |
$483k |
|
UNION PAC CORP (907818108)
|
2,789 |
$472k |
|
COLGATE PALMOLIVE CO (194162103)
|
6,588 |
$472k |
|
COPA HOLDINGS SA (P31076105)
|
4,716 |
$460k |
|
DOCUSIGN INC COM (256163106)
|
8,947 |
$445k |
|
Partners Group Private Equity Llc Cl I Nonstandard (70299N235)
|
75,608 |
$441k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,304 |
$426k |
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
9,558 |
$425k |
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
16,528 |
$375k |
|
UNITED PARCEL SERVIC (911312106)
|
3,587 |
$370k |
|
AQUA AMERICA INC (03836W103)
|
8,889 |
$368k |
|
ISHARES (464287168)
|
3,645 |
$363k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
3,203 |
$363k |
|
INDIA FD INC (454089103)
|
16,814 |
$358k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,865 |
$348k |
|
KINDER MORGAN INC (49456B101)
|
15,789 |
$330k |
|
ISHARES TR US AER DEF ETF (464288760)
|
1,535 |
$329k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,067 |
$318k |
|
EATON VANCE TXMGD GL BUYWR O (27829C105)
|
32,157 |
$315k |
|
INVESCO EXCHANGETRAD (46137V357)
|
2,903 |
$313k |
|
LILLY ELI & CO (532457108)
|
2,800 |
$310k |
|
ISHARES TR (464288687)
|
8,370 |
$308k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
5,262 |
$306k |
|
Chevron Corp (166764100)
|
2,386 |
$297k |
|
NEXTERA ENERGY INC (65339F101)
|
1,414 |
$290k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,817 |
$273k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,065 |
$263k |
|
Alphabet Inc (02079K107)
|
229 |
$248k |
|
PHILIP MORRIS INTL (718172109)
|
3,000 |
$236k |
|
Applied Materials, Inc. (038222105)
|
5,206 |
$234k |
|
UNITEDHEALTH GRP INC (91324P102)
|
905 |
$221k |
|
Boeing Co/The (097023105)
|
588 |
$214k |
|
MCDONALDS CORP (580135101)
|
1,024 |
$213k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
3,893 |
$207k |
|
ISHARES TR (464287457)
|
2,444 |
$207k |
|
BLACKSTONE GROUP INC COMCL A (09260d107)
|
4,593 |
$204k |
|
Berkshire Hathaway, Inc. (084670702)
|
952 |
$202k |
|
Alcanna Inc (01374C109)
|
10,000 |
$46k |
|
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