| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOD | Exit | VODAFONE GROUP PLC NEWspnsr adr no par | $0 | – | -6,417 | -100.0% | -0.05% | – |
| CEO | Exit | CNOOC LTDsponsored adr | $0 | – | -1,540 | -100.0% | -0.06% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,600 | -100.0% | -0.06% | – |
| BA | Exit | BOEING CO | $0 | – | -1,524 | -100.0% | -0.06% | – |
| HSBC | Exit | HSBC HLDGS PLCspon adr new | $0 | – | -5,507 | -100.0% | -0.06% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,614 | -100.0% | -0.06% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -3,463 | -100.0% | -0.06% | – |
| ITA | Exit | ISHARESu.s. aer&def etf | $0 | – | -2,041 | -100.0% | -0.06% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -2,628 | -100.0% | -0.08% | – |
| SYMC | Exit | SYMANTEC CORP | $0 | – | -12,890 | -100.0% | -0.08% | – |
| KMB | Exit | KIMBERLY CLARK CORP | $0 | – | -2,846 | -100.0% | -0.08% | – |
| MET | Exit | METLIFE INC | $0 | – | -6,030 | -100.0% | -0.08% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -4,864 | -100.0% | -0.08% | – |
| T | Exit | AT&T INC | $0 | – | -9,900 | -100.0% | -0.08% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -3,081 | -100.0% | -0.08% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -3,489 | -100.0% | -0.08% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -4,345 | -100.0% | -0.08% | – |
| WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -6,350 | -100.0% | -0.09% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -5,598 | -100.0% | -0.09% | – |
| UN | Exit | UNILEVER N V | $0 | – | -8,498 | -100.0% | -0.09% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,415 | -100.0% | -0.09% | – |
| BCE | Exit | BCE INC | $0 | – | -8,821 | -100.0% | -0.10% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -5,374 | -100.0% | -0.10% | – |
| HCP | Exit | HCP INC | $0 | – | -9,762 | -100.0% | -0.11% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -15,445 | -100.0% | -0.11% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -4,060 | -100.0% | -0.11% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -4,274 | -100.0% | -0.11% | – |
| MON | Exit | MONSANTO CO NEW | $0 | – | -4,100 | -100.0% | -0.12% | – |
| HCN | Exit | HEALTH CARE REIT INC | $0 | – | -6,036 | -100.0% | -0.12% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -9,394 | -100.0% | -0.12% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -8,040 | -100.0% | -0.12% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -6,813 | -100.0% | -0.13% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -21,506 | -100.0% | -0.14% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -5,063 | -100.0% | -0.14% | – |
| XRAY | Exit | DENTSPLY INTL INC NEW | $0 | – | -11,000 | -100.0% | -0.14% | – |
| MMM | Exit | 3M CO | $0 | – | -3,469 | -100.0% | -0.15% | – |
| PG | Exit | PROCTER & GAMBLE CO | $0 | – | -7,334 | -100.0% | -0.16% | – |
| INTC | Exit | INTEL CORP | $0 | – | -21,056 | -100.0% | -0.17% | – |
| PRGO | Exit | PERRIGO CO PLC | $0 | – | -4,000 | -100.0% | -0.17% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -6,671 | -100.0% | -0.17% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -16,989 | -100.0% | -0.18% | – |
| MRK | Exit | MERCK & CO INC NEW | $0 | – | -12,066 | -100.0% | -0.18% | – |
| MTOR | Exit | MERITOR INC | $0 | – | -57,584 | -100.0% | -0.19% | – |
| AOM | Exit | ISHARESmodert alloc etf | $0 | – | -20,648 | -100.0% | -0.19% | – |
| PFE | Exit | PFIZER INC | $0 | – | -24,592 | -100.0% | -0.22% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -16,159 | -100.0% | -0.27% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -9,371 | -100.0% | -0.27% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -16,802 | -100.0% | -0.42% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -8,099 | -100.0% | -0.43% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -37,750 | -100.0% | -0.47% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -43,418 | -100.0% | -0.54% | – |
| AAPL | Exit | APPLE INC | $0 | – | -21,923 | -100.0% | -0.70% | – |
| BPL | Exit | BUCKEYE PARTNERS L Punit ltd partn | $0 | – | -45,134 | -100.0% | -0.88% | – |
| ISBC | Exit | INVESTORS BANCORP INC NEW | $0 | – | -428,128 | -100.0% | -1.29% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -343,552 | -100.0% | -9.48% | – |
| VIG | Exit | VANGUARD SPECIALIZED PORTFOLdiv app etf | $0 | – | -782,863 | -100.0% | -16.20% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -4,183,785 | -100.0% | -17.83% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -870,069 | -100.0% | -46.20% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 8 | Q1 2015 | 69.3% |
| ALPS ETF TR | 8 | Q1 2015 | 19.1% |
| VANGUARD INDEX FDS | 8 | Q1 2015 | 9.5% |
| ISHARES TR | 8 | Q1 2015 | 1.7% |
| BUCKEYE PARTNERS L P | 8 | Q1 2015 | 0.9% |
| ISHARES TR | 8 | Q1 2015 | 1.2% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q1 2015 | 0.5% |
| APPLE INC | 8 | Q1 2015 | 0.7% |
| PLAINS ALL AMERN PIPELINE L | 8 | Q1 2015 | 0.6% |
| GILEAD SCIENCES INC | 8 | Q1 2015 | 0.4% |
View MDE Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-04-22 |
| 13F-HR | 2015-02-09 |
| 13F-HR | 2014-10-16 |
| 13F-HR | 2014-08-11 |
| 13F-HR | 2014-04-29 |
| 13F-HR | 2014-01-22 |
| 13F-HR | 2013-10-16 |
| 13F-HR | 2013-07-24 |
| 13F-HR | 2013-04-17 |
| 13F-HR | 2013-01-22 |
View MDE Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.