| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VERIZONMUNICATIONS INC | 8 | Q4 2014 | 5.4% |
| TOTAL S A SPONSORED ADR | 8 | Q4 2014 | 5.0% |
| CME GROUP INC | 8 | Q4 2014 | 4.8% |
| LORILLARD INC | 8 | Q4 2014 | 4.2% |
| GLAXOSMITHKLINE PLC SPONSORED ADR | 8 | Q4 2014 | 3.9% |
| LOCKHEED MARTIN CORP | 8 | Q4 2014 | 4.5% |
| ROYAL DUTCH SHELL PLC | 8 | Q4 2014 | 3.1% |
| CONOCOPHILLIPS | 8 | Q4 2014 | 4.3% |
| DUKE ENERGY CORP NEWNEW | 8 | Q4 2014 | 3.6% |
| APPLE INC | 8 | Q4 2014 | 3.0% |
View Gary Goldberg Planning Services Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-02-09 |
| 13F-HR | 2014-11-10 |
| 13F-HR | 2014-08-06 |
| 13F-HR | 2014-05-07 |
| 13F-HR | 2014-02-05 |
| 13F-HR | 2013-11-05 |
| 13F-HR | 2013-08-19 |
| 13F-HR | 2013-05-24 |
| 13F-HR | 2013-02-14 |
View Gary Goldberg Planning Services Inc'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.