$346 Million is the total value of Bruderman Asset Management, LLC's 114 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 72.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Buy | AT&T INC | $17,112,000 | -2.2% | 411,850 | +0.1% | 4.94% | -6.2% |
| PM | Buy | PHILIP MORRIS INTL INC | $15,996,000 | +25.8% | 141,682 | +1.9% | 4.62% | +20.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $15,196,000 | -6.6% | 311,721 | +2.3% | 4.39% | -10.5% |
| SO | Buy | SOUTHERN CO | $14,080,000 | +4.6% | 282,846 | +3.3% | 4.06% | +0.2% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $12,311,000 | -3.6% | 220,510 | +0.1% | 3.55% | -7.6% |
| BCE | Buy | BCE INC | $12,263,000 | +6.8% | 277,004 | +4.3% | 3.54% | +2.4% |
| CME | CME GROUP INC | $11,880,000 | +3.0% | 100,000 | 0.0% | 3.43% | -1.3% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $11,839,000 | +1.6% | 67,988 | -3.2% | 3.42% | -2.6% |
| PFE | Buy | PFIZER INC | $10,654,000 | +12.2% | 311,434 | +6.6% | 3.08% | +7.6% |
| PPL | Buy | PPL CORP | $10,311,000 | +46.2% | 275,767 | +33.1% | 2.98% | +40.1% |
| DEO | Buy | DIAGEO P L Cspon adr new | $10,098,000 | +57.4% | 87,370 | +41.6% | 2.92% | +50.9% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $10,002,000 | +83.5% | 237,234 | +67.6% | 2.89% | +75.8% |
| AAPL | Sell | APPLE INC | $9,701,000 | +20.4% | 67,530 | -2.9% | 2.80% | +15.4% |
| SNY | Buy | SANOFIsponsored adr | $9,307,000 | +48.9% | 205,680 | +33.0% | 2.69% | +42.7% |
| TTE | Buy | TOTAL S Asponsored adr | $9,110,000 | +43.5% | 180,686 | +45.1% | 2.63% | +37.6% |
| CAT | Sell | CATERPILLAR INC DEL | $7,548,000 | -3.6% | 81,367 | -3.6% | 2.18% | -7.6% |
| ABBV | Sell | ABBVIE INC | $7,214,000 | +2.2% | 110,717 | -1.7% | 2.08% | -2.0% |
| CSCO | Buy | CISCO SYS INC | $7,109,000 | +166.1% | 210,322 | +137.9% | 2.05% | +154.9% |
| PEP | Buy | PEPSICO INC | $6,147,000 | +7.5% | 54,957 | +0.6% | 1.77% | +3.0% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $5,910,000 | -5.2% | 79,571 | -7.0% | 1.71% | -9.1% |
| EMR | Sell | EMERSON ELEC CO | $5,790,000 | -24.1% | 96,729 | -29.3% | 1.67% | -27.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $4,879,000 | +159.5% | 59,490 | +145.6% | 1.41% | +148.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,573,000 | +20.7% | 36,716 | +11.6% | 1.32% | +15.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $4,494,000 | -0.2% | 16,795 | -6.8% | 1.30% | -4.4% |
| HD | Buy | HOME DEPOT INC | $4,480,000 | +10.3% | 30,510 | +0.7% | 1.29% | +5.7% |
| MCD | Buy | MCDONALDS CORP | $4,449,000 | +23.1% | 34,329 | +15.6% | 1.28% | +18.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,078,000 | -5.3% | 4,810 | -11.5% | 1.18% | -9.3% |
| MSFT | Sell | MICROSOFT CORP | $4,026,000 | +3.9% | 61,129 | -2.0% | 1.16% | -0.4% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $3,918,000 | +15.3% | 44,548 | +6.7% | 1.13% | +10.4% |
| PNW | Sell | PINNACLE WEST CAP CORP | $3,810,000 | -35.9% | 45,698 | -40.0% | 1.10% | -38.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $3,806,000 | +7.4% | 27,687 | +5.4% | 1.10% | +3.0% |
| BA | Buy | BOEING CO | $3,790,000 | +209.4% | 21,431 | +172.4% | 1.09% | +196.5% |
| SBUX | Buy | STARBUCKS CORP | $3,550,000 | +17.2% | 60,798 | +11.4% | 1.02% | +12.4% |
| KMB | Buy | KIMBERLY CLARK CORP | $3,428,000 | +16.3% | 26,042 | +0.8% | 0.99% | +11.5% |
| CVS | Buy | CVS HEALTH CORP | $3,401,000 | +27.8% | 43,323 | +28.4% | 0.98% | +22.4% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $3,102,000 | +7.6% | 37,557 | +7.5% | 0.90% | +3.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,662,000 | +14.2% | 11,293 | +8.3% | 0.77% | +9.4% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $2,471,000 | +6.4% | 28,030 | +3.2% | 0.71% | +1.9% |
| RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $2,338,000 | +8.4% | 25,738 | +3.4% | 0.68% | +3.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,226,000 | -39.3% | 24,780 | -43.2% | 0.64% | -41.8% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $2,038,000 | +1.9% | 38,642 | +5.1% | 0.59% | -2.3% |
| MMM | Buy | 3M CO | $1,963,000 | +25.3% | 10,259 | +16.9% | 0.57% | +20.1% |
| TXN | Sell | TEXAS INSTRS INC | $1,927,000 | +5.9% | 23,922 | -4.0% | 0.56% | +1.5% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,917,000 | +11.1% | 29,469 | +6.3% | 0.55% | +6.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,909,000 | +17.6% | 35,818 | +6.7% | 0.55% | +12.7% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,894,000 | +21.6% | 12,509 | +6.9% | 0.55% | +16.6% |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $1,850,000 | +25.6% | 26,678 | +7.2% | 0.53% | +20.3% |
| IEZ | Buy | ISHARES TRus oil eq&sv etf | $1,821,000 | -1.9% | 43,249 | +5.9% | 0.53% | -5.9% |
| EIDO | Buy | ISHARES TRmsci indonia etf | $1,793,000 | +14.9% | 69,518 | +7.6% | 0.52% | +10.2% |
| MO | Sell | ALTRIA GROUP INC | $1,756,000 | +2.7% | 24,580 | -2.8% | 0.51% | -1.6% |
| WMT | Buy | WAL-MART STORES INC | $1,750,000 | +47.7% | 24,285 | +41.6% | 0.50% | +41.5% |
| GE | Sell | GENERAL ELECTRIC CO | $1,655,000 | -58.6% | 55,548 | -56.1% | 0.48% | -60.3% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,653,000 | +17.9% | 26,532 | +9.3% | 0.48% | +13.0% |
| TJX | Sell | TJX COS INC NEW | $1,487,000 | +1.0% | 18,802 | -4.0% | 0.43% | -3.2% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,366,000 | +10.2% | 17,586 | +4.5% | 0.39% | +5.6% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,206,000 | +9.2% | 22,091 | +3.5% | 0.35% | +4.5% |
| V | Sell | VISA INC | $1,128,000 | -12.4% | 12,690 | -23.1% | 0.33% | -16.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,126,000 | -1.7% | 10,993 | -1.3% | 0.32% | -5.8% |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $1,124,000 | -0.4% | 84,819 | -4.5% | 0.32% | -4.7% |
| BDX | Sell | BECTON DICKINSON & CO | $1,111,000 | +10.4% | 6,058 | -0.3% | 0.32% | +5.9% |
| MRK | Sell | MERCK & CO INC | $1,080,000 | -65.9% | 16,993 | -68.4% | 0.31% | -67.3% |
| FB | Sell | FACEBOOK INCcl a | $1,037,000 | +17.7% | 7,301 | -4.6% | 0.30% | +12.8% |
| GIS | Sell | GENERAL MLS INC | $933,000 | -11.6% | 15,819 | -7.4% | 0.27% | -15.4% |
| RYH | Buy | RYDEX ETF TRUSTgug s&p500eqwthc | $925,000 | +11.7% | 5,784 | +1.9% | 0.27% | +7.2% |
| UL | Buy | UNILEVER PLCspon adr new | $869,000 | +22.4% | 17,610 | +0.9% | 0.25% | +17.3% |
| XOM | Sell | EXXON MOBIL CORP | $856,000 | -20.0% | 10,433 | -12.0% | 0.25% | -23.3% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $834,000 | +10.5% | 30,291 | +4.9% | 0.24% | +6.2% |
| GPC | Buy | GENUINE PARTS CO | $823,000 | +33.6% | 8,905 | +38.1% | 0.24% | +28.0% |
| CVX | Sell | CHEVRON CORP NEW | $807,000 | -9.9% | 7,516 | -1.3% | 0.23% | -13.7% |
| PX | Sell | PRAXAIR INC | $734,000 | -23.2% | 6,186 | -24.2% | 0.21% | -26.4% |
| FFC | Buy | FLAHERTY&CRMN PFD SEC INCOM | $724,000 | +19.7% | 35,246 | +9.8% | 0.21% | +14.8% |
| JPS | Buy | NUVEEN PREFERRED SECURITIES | $710,000 | +12.2% | 74,404 | +9.5% | 0.20% | +7.3% |
| PKO | Buy | PIMCO INCOME OPPORTUNITY FD | $641,000 | +34.7% | 25,822 | +25.7% | 0.18% | +29.4% |
| PCI | Buy | PIMCO DYNMIC CREDIT AND MRT | $607,000 | +18.8% | 28,301 | +12.0% | 0.18% | +13.6% |
| DIS | Sell | DISNEY WALT CO | $607,000 | +6.7% | 5,355 | -2.0% | 0.18% | +2.3% |
| JRS | Buy | NUVEEN REAL ESTATE INCOME FD | $592,000 | +17.0% | 53,331 | +13.6% | 0.17% | +12.5% |
| KO | Buy | COCA COLA CO | $555,000 | +3.2% | 13,085 | +0.8% | 0.16% | -1.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $549,000 | +662.5% | 2,389 | +696.3% | 0.16% | +618.2% |
| NKE | Sell | NIKE INCcl b | $538,000 | -36.6% | 9,650 | -42.2% | 0.16% | -39.5% |
| INTC | Buy | INTEL CORP | $536,000 | -0.4% | 14,871 | +0.2% | 0.16% | -4.3% |
| KSS | Buy | KOHLS CORP | $516,000 | +5060.0% | 12,951 | +6156.5% | 0.15% | +4866.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $494,000 | +1.9% | 5,626 | +0.1% | 0.14% | -2.1% |
| SJM | Buy | SMUCKER J M CO | $472,000 | +4.9% | 3,598 | +2.4% | 0.14% | 0.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $435,000 | -35.5% | 3,282 | -40.4% | 0.13% | -37.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $433,000 | -5.7% | 3,204 | +0.4% | 0.12% | -9.4% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $410,000 | +2.2% | 2,461 | 0.0% | 0.12% | -2.5% | |
| PAYX | Buy | PAYCHEX INC | $400,000 | -2.9% | 6,794 | +0.3% | 0.12% | -7.3% |
| DE | Buy | DEERE & CO | $373,000 | +5.7% | 3,429 | +0.2% | 0.11% | +1.9% |
| WDFC | Buy | WD-40 CO | $354,000 | -5.3% | 3,253 | +1.8% | 0.10% | -9.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $334,000 | +84.5% | 8,898 | +240.1% | 0.10% | +74.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $332,000 | +6.1% | 401 | -1.2% | 0.10% | +2.1% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $324,000 | -3.3% | 3,901 | -3.6% | 0.09% | -6.9% |
| TR | Buy | TOOTSIE ROLL INDS INC | $326,000 | -3.8% | 8,734 | +2.5% | 0.09% | -7.8% |
| HE | Sell | HAWAIIAN ELEC INDUSTRIES | $307,000 | -11.5% | 9,212 | -12.3% | 0.09% | -15.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $293,000 | -3.0% | 6,811 | +0.1% | 0.08% | -6.6% |
| INFY | New | INFOSYS LTDsponsored adr | $272,000 | – | 17,197 | +100.0% | 0.08% | – |
| AMZN | AMAZON COM INC | $270,000 | +18.4% | 304 | 0.0% | 0.08% | +13.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $268,000 | +339.3% | 2,499 | +366.2% | 0.08% | +327.8% |
| RAI | Buy | REYNOLDS AMERICAN INC | $260,000 | +13.0% | 4,127 | +0.4% | 0.08% | +8.7% |
| BX | Buy | BLACKSTONE GROUP L P | $261,000 | +10.1% | 8,778 | +0.0% | 0.08% | +5.6% |
| CW | CURTISS WRIGHT CORP | $255,000 | -7.3% | 2,798 | 0.0% | 0.07% | -10.8% | |
| COL | New | ROCKWELL COLLINS INC | $253,000 | – | 2,604 | +100.0% | 0.07% | – |
| KHC | Sell | KRAFT HEINZ CO | $250,000 | +3.7% | 2,755 | -0.1% | 0.07% | -1.4% |
| NOC | NORTHROP GRUMMAN CORP | $232,000 | +2.2% | 976 | 0.0% | 0.07% | -1.5% | |
| CAKE | Buy | CHEESECAKE FACTORY INC | $224,000 | +9.8% | 3,543 | +3.8% | 0.06% | +6.6% |
| BAX | Sell | BAXTER INTL INC | $221,000 | +14.5% | 4,254 | -2.5% | 0.06% | +10.3% |
| JPI | NUVEEN PFD & INCOME TERM FD | $211,000 | +5.0% | 8,780 | 0.0% | 0.06% | 0.0% | |
| DRI | Sell | DARDEN RESTAURANTS INC | $211,000 | +2.9% | 2,522 | -10.6% | 0.06% | -1.6% |
| JJSF | Buy | J & J SNACK FOODS CORP | $209,000 | +8.3% | 1,543 | +6.6% | 0.06% | +3.4% |
| KAMN | Buy | KAMAN CORP | $208,000 | +29.2% | 4,328 | +31.2% | 0.06% | +25.0% |
| AON | Buy | AON PLC | $204,000 | +6.2% | 1,720 | +0.1% | 0.06% | +1.7% |
| APLE | Buy | APPLE HOSPITALITY REIT INC | $198,000 | -1.0% | 10,361 | +3.7% | 0.06% | -5.0% |
| GAB | GABELLI EQUITY TR INC | $70,000 | +7.7% | 11,700 | 0.0% | 0.02% | 0.0% | |
| DHY | New | CREDIT SUISSE HIGH YLD BND Fsh ben int | $45,000 | – | 16,960 | +100.0% | 0.01% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -17 | -100.0% | 0.00% | – |
| ASIX | Exit | ADVANSIX INC | $0 | – | -40 | -100.0% | 0.00% | – |
| NGG | Exit | NATIONAL GRID PLCspon adr new | $0 | – | -12 | -100.0% | 0.00% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -3 | -100.0% | 0.00% | – |
| PPHM | Exit | PEREGRINE PHARMACEUTICALS IN | $0 | – | -1,100 | -100.0% | 0.00% | – |
| STJ | Exit | ST JUDE MED INC | $0 | – | -1 | -100.0% | 0.00% | – |
| VTR | Exit | VENTAS INC | $0 | – | -17 | -100.0% | 0.00% | – |
| HYH | Exit | HALYARD HEALTH INC | $0 | – | -25 | -100.0% | 0.00% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -100 | -100.0% | 0.00% | – |
| FAF | Exit | FIRST AMERN FINL CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| ADNT | Exit | ADIENT PLC | $0 | – | -5 | -100.0% | 0.00% | – |
| MNKKQ | Exit | MALLINCKRODT PUB LTD CO | $0 | – | -6 | -100.0% | 0.00% | – |
| HQL | Exit | TEKLA LIFE SCIENCES INVSsh ben int | $0 | – | -22 | -100.0% | 0.00% | – |
| VRTS | Exit | VIRTUS INVT PARTNERS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| MNKD | Exit | MANNKIND CORP | $0 | – | -2,000 | -100.0% | 0.00% | – |
| APC | Exit | ANADARKO PETE CORP | $0 | – | -27 | -100.0% | -0.00% | – |
| QCP | Exit | QUALITY CARE PPTYS INC | $0 | – | -195 | -100.0% | -0.00% | – |
| CCF | Exit | CHASE CORP | $0 | – | -22 | -100.0% | -0.00% | – |
| MARPS | Exit | MARINE PETE TRunit ben int | $0 | – | -693 | -100.0% | -0.00% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -56 | -100.0% | -0.00% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDadr | $0 | – | -62 | -100.0% | -0.00% | – |
| CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -107 | -100.0% | -0.00% | – |
| PJT | Exit | PJT PARTNERS INC | $0 | – | -125 | -100.0% | -0.00% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -60 | -100.0% | -0.00% | – |
| NCR | Exit | NCR CORP NEW | $0 | – | -46 | -100.0% | -0.00% | – |
| EXG | Exit | EATON VANCE TAX MNGD GBL DV | $0 | – | -200 | -100.0% | -0.00% | – |
| RMR | Exit | RMR GROUP INCcl a | $0 | – | -48 | -100.0% | -0.00% | – |
| VIVO | Exit | MERIDIAN BIOSCIENCE INC | $0 | – | -160 | -100.0% | -0.00% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -66 | -100.0% | -0.00% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -66 | -100.0% | -0.00% | – |
| EXC | Exit | EXELON CORP | $0 | – | -213 | -100.0% | -0.00% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -283 | -100.0% | -0.00% | – |
| MAS | Exit | MASCO CORP | $0 | – | -209 | -100.0% | -0.00% | – |
| HCA | Exit | HCA HOLDINGS INC | $0 | – | -79 | -100.0% | -0.00% | – |
| TXRH | Exit | TEXAS ROADHOUSE INC | $0 | – | -110 | -100.0% | -0.00% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -36 | -100.0% | -0.00% | – |
| HPQ | Exit | HP INC | $0 | – | -500 | -100.0% | -0.00% | – |
| DVMT | Exit | DELL TECHNOLOGIES INC | $0 | – | -111 | -100.0% | -0.00% | – |
| SHAK | Exit | SHAKE SHACK INCcl a | $0 | – | -200 | -100.0% | -0.00% | – |
| MANH | Exit | MANHATTAN ASSOCS INC | $0 | – | -160 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -102 | -100.0% | -0.00% | – |
| SCG | Exit | SCANA CORP NEW | $0 | – | -75 | -100.0% | -0.00% | – |
| VLY | Exit | VALLEY NATL BANCORP | $0 | – | -500 | -100.0% | -0.00% | – |
| WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -90 | -100.0% | -0.00% | – |
| PDCO | Exit | PATTERSON COMPANIES INC | $0 | – | -140 | -100.0% | -0.00% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -231 | -100.0% | -0.00% | – |
| TSLA | Exit | TESLA MTRS INC | $0 | – | -50 | -100.0% | -0.00% | – |
| BUI | Exit | BLACKROCK UTIL & INFRASTRCTU | $0 | – | -500 | -100.0% | -0.00% | – |
| Q | Exit | QUINTILES IMS HOLDINGS INC | $0 | – | -120 | -100.0% | -0.00% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -200 | -100.0% | -0.00% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -200 | -100.0% | -0.00% | – |
| DSU | Exit | BLACKROCK DEBT STRAT FD INC | $0 | – | -991 | -100.0% | -0.00% | – |
| HYT | Exit | BLACKROCK CORPOR HI YLD FD I | $0 | – | -918 | -100.0% | -0.00% | – |
| BHK | Exit | BLACKROCK CORE BD TR | $0 | – | -660 | -100.0% | -0.00% | – |
| APU | Exit | AMERIGAS PARTNERS L Punit l p int | $0 | – | -190 | -100.0% | -0.00% | – |
| MIDD | Exit | MIDDLEBY CORP | $0 | – | -80 | -100.0% | -0.00% | – |
| AF | Exit | ASTORIA FINL CORP | $0 | – | -550 | -100.0% | -0.00% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -150 | -100.0% | -0.00% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| IRM | Exit | IRON MTN INC NEW | $0 | – | -272 | -100.0% | -0.00% | – |
| HMC | Exit | HONDA MOTOR LTD | $0 | – | -300 | -100.0% | -0.00% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -209 | -100.0% | -0.00% | – |
| FNB | Exit | FNB CORP PA | $0 | – | -692 | -100.0% | -0.00% | – |
| GSY | Exit | CLAYMORE EXCHANGE TRD FD TRgugg enh sht dur | $0 | – | -200 | -100.0% | -0.00% | – |
| TDC | Exit | TERADATA CORP DEL | $0 | – | -348 | -100.0% | -0.00% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -167 | -100.0% | -0.00% | – |
| UN | Exit | UNILEVER N V | $0 | – | -270 | -100.0% | -0.00% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -381 | -100.0% | -0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -563 | -100.0% | -0.00% | – |
| BKT | Exit | BLACKROCK INCOME TR INC | $0 | – | -2,000 | -100.0% | -0.00% | – |
| EVV | Exit | EATON VANCE LTD DUR INCOME F | $0 | – | -1,000 | -100.0% | -0.00% | – |
| CACI | Exit | CACI INTL INCcl a | $0 | – | -105 | -100.0% | -0.00% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -71 | -100.0% | -0.00% | – |
| WFCPRL | Exit | WELLS FARGO & CO NEWperp pfd cnv a | $0 | – | -10 | -100.0% | -0.00% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -651 | -100.0% | -0.01% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -249 | -100.0% | -0.01% | – |
| AIGWS | Exit | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | -623 | -100.0% | -0.01% | – |
| CEQP | Exit | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $0 | – | -713 | -100.0% | -0.01% | – |
| PCG | Exit | PG&E CORP | $0 | – | -300 | -100.0% | -0.01% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -230 | -100.0% | -0.01% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -1,400 | -100.0% | -0.01% | – |
| FWRD | Exit | FORWARD AIR CORP | $0 | – | -386 | -100.0% | -0.01% | – |
| TRP | Exit | TRANSCANADA CORP | $0 | – | -326 | -100.0% | -0.01% | – |
| SUP | Exit | SUPERIOR INDS INTL INC | $0 | – | -620 | -100.0% | -0.01% | – |
| IGE | Exit | ISHARES TRna nat res | $0 | – | -450 | -100.0% | -0.01% | – |
| XLE | Exit | SELECT SECTOR SPDR TRsbi int-energy | $0 | – | -200 | -100.0% | -0.01% | – |
| MIN | Exit | MFS INTER INCOME TRsh ben int | $0 | – | -4,000 | -100.0% | -0.01% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -162 | -100.0% | -0.01% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -127 | -100.0% | -0.01% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -148 | -100.0% | -0.01% | – |
| C | Exit | CITIGROUP INC | $0 | – | -336 | -100.0% | -0.01% | – |
| FEZ | Exit | SPDR INDEX SHS FDSeuro stoxx 50 | $0 | – | -565 | -100.0% | -0.01% | – |
| PGF | Exit | POWERSHARES ETF TRUSTfinl pfd ptfl | $0 | – | -1,075 | -100.0% | -0.01% | – |
| DFE | Exit | WISDOMTREE TReurope smcp dv | $0 | – | -385 | -100.0% | -0.01% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -417 | -100.0% | -0.01% | – |
| EQC | Exit | EQUITY COMWLTH | $0 | – | -625 | -100.0% | -0.01% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -150 | -100.0% | -0.01% | – |
| KRNY | Exit | KEARNY FINL CORP MD | $0 | – | -1,386 | -100.0% | -0.01% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -1,784 | -100.0% | -0.01% | – |
| PCN | Exit | PIMCO CORPORATE INCOME STRAT | $0 | – | -1,590 | -100.0% | -0.01% | – |
| OKS | Exit | ONEOK PARTNERS LPunit ltd partn | $0 | – | -560 | -100.0% | -0.01% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -199 | -100.0% | -0.01% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -215 | -100.0% | -0.01% | – |
| POT | Exit | POTASH CORP SASK INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| FCPT | Exit | FOUR CORNERS PPTY TR INC | $0 | – | -1,260 | -100.0% | -0.01% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -518 | -100.0% | -0.01% | – |
| GRX | Exit | GABELLI HLTHCARE & WELLNESS | $0 | – | -3,000 | -100.0% | -0.01% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -400 | -100.0% | -0.01% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -250 | -100.0% | -0.01% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -200 | -100.0% | -0.01% | – |
| AB | Exit | ALLIANCEBERNSTEIN HOLDING LPunit ltd partn | $0 | – | -1,200 | -100.0% | -0.01% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -387 | -100.0% | -0.01% | – |
| AEP | Exit | AMERICAN ELEC PWR INC | $0 | – | -500 | -100.0% | -0.01% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -362 | -100.0% | -0.01% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -169 | -100.0% | -0.01% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -575 | -100.0% | -0.01% | – |
| MDP | Exit | MEREDITH CORP | $0 | – | -507 | -100.0% | -0.01% | – |
| LANC | Exit | LANCASTER COLONY CORP | $0 | – | -218 | -100.0% | -0.01% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -85 | -100.0% | -0.01% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -542 | -100.0% | -0.01% | – |
| MDU | Exit | MDU RES GROUP INC | $0 | – | -1,125 | -100.0% | -0.01% | – |
| BKE | Exit | BUCKLE INC | $0 | – | -1,452 | -100.0% | -0.01% | – |
| SSD | Exit | SIMPSON MANUFACTURING CO INC | $0 | – | -780 | -100.0% | -0.01% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -459 | -100.0% | -0.01% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -240 | -100.0% | -0.01% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -1,511 | -100.0% | -0.01% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -264 | -100.0% | -0.01% | – |
| VSM | Exit | VERSUM MATLS INC | $0 | – | -1,350 | -100.0% | -0.01% | – |
| GGE | Exit | GUGGENHEIM ENHANCED EQUITY S | $0 | – | -2,340 | -100.0% | -0.01% | – |
| OSIS | Exit | OSI SYSTEMS INC | $0 | – | -485 | -100.0% | -0.01% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -1,269 | -100.0% | -0.01% | – |
| HTLD | Exit | HEARTLAND EXPRESS INC | $0 | – | -1,843 | -100.0% | -0.01% | – |
| YYY | Exit | EXCHANGE TRADED CONCEPTS TR | $0 | – | -2,060 | -100.0% | -0.01% | – |
| ETP | Exit | ENERGY TRANSFER PRTNRS L Punit ltd partn | $0 | – | -1,061 | -100.0% | -0.01% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -606 | -100.0% | -0.01% | – |
| CHE | Exit | CHEMED CORP NEW | $0 | – | -221 | -100.0% | -0.01% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -301 | -100.0% | -0.01% | – |
| JNK | Exit | SPDR SERIES TRUSTbloomberg brclys | $0 | – | -1,055 | -100.0% | -0.01% | – |
| CWT | Exit | CALIFORNIA WTR SVC GROUP | $0 | – | -1,064 | -100.0% | -0.01% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -1,125 | -100.0% | -0.01% | – |
| FLC | Exit | FLAHERTY & CRUMRINE TOTAL RE | $0 | – | -1,968 | -100.0% | -0.01% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -900 | -100.0% | -0.01% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -885 | -100.0% | -0.01% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -390 | -100.0% | -0.01% | – |
| JGH | Exit | NUVEEN GLOBAL HIGH INCOME FD | $0 | – | -2,441 | -100.0% | -0.01% | – |
| HPT | Exit | HOSPITALITY PPTYS TR | $0 | – | -1,253 | -100.0% | -0.01% | – |
| PHK | Exit | PIMCO HIGH INCOME FD | $0 | – | -4,232 | -100.0% | -0.01% | – |
| AWR | Exit | AMERICAN STS WTR CO | $0 | – | -866 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -554 | -100.0% | -0.01% | – |
| HCP | Exit | HCP INC | $0 | – | -1,314 | -100.0% | -0.01% | – |
| SXT | Exit | SENSIENT TECHNOLOGIES CORP | $0 | – | -527 | -100.0% | -0.01% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -787 | -100.0% | -0.01% | – |
| FTR | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -13,030 | -100.0% | -0.01% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -700 | -100.0% | -0.01% | – |
| EVG | Exit | EATON VANCE SH TM DR DIVR IN | $0 | – | -3,000 | -100.0% | -0.01% | – |
| SUN | Exit | SUNOCO LP | $0 | – | -1,565 | -100.0% | -0.01% | – |
| DHS | Exit | WISDOMTREE TRhigh div fd | $0 | – | -660 | -100.0% | -0.01% | – |
| FL | Exit | FOOT LOCKER INC | $0 | – | -600 | -100.0% | -0.01% | – |
| WTR | Exit | AQUA AMERICA INC | $0 | – | -1,522 | -100.0% | -0.01% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -644 | -100.0% | -0.01% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -637 | -100.0% | -0.01% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -1,151 | -100.0% | -0.01% | – |
| GOF | Exit | GUGGENHEIM STRATEGIC OPP FD | $0 | – | -2,410 | -100.0% | -0.01% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -325 | -100.0% | -0.01% | – |
| BCSPRACL | Exit | BARCLAYS BANK PLCsp adr 7.1%pf3 | $0 | – | -1,900 | -100.0% | -0.01% | – |
| SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -3,055 | -100.0% | -0.01% | – |
| SE | Exit | SPECTRA ENERGY CORP | $0 | – | -1,174 | -100.0% | -0.01% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS INChigh div yld | $0 | – | -640 | -100.0% | -0.01% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -1,286 | -100.0% | -0.02% | – |
| TAP | Exit | MOLSON COORS BREWING COcl b | $0 | – | -500 | -100.0% | -0.02% | – |
| HAS | Exit | HASBRO INC | $0 | – | -653 | -100.0% | -0.02% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -266 | -100.0% | -0.02% | – |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -634 | -100.0% | -0.02% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -454 | -100.0% | -0.02% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -2,340 | -100.0% | -0.02% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWspnsr adr | $0 | – | -2,174 | -100.0% | -0.02% | – |
| FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -1,003 | -100.0% | -0.02% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,426 | -100.0% | -0.02% | – |
| EEQ | Exit | ENBRIDGE ENERGY MANAGEMENT L | $0 | – | -2,128 | -100.0% | -0.02% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,145 | -100.0% | -0.02% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -843 | -100.0% | -0.02% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -1,551 | -100.0% | -0.02% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -900 | -100.0% | -0.02% | – |
| SR | Exit | SPIRE INC | $0 | – | -912 | -100.0% | -0.02% | – |
| NFG | Exit | NATIONAL FUEL GAS CO N J | $0 | – | -1,040 | -100.0% | -0.02% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -2,312 | -100.0% | -0.02% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -773 | -100.0% | -0.02% | – |
| BMI | Exit | BADGER METER INC | $0 | – | -1,689 | -100.0% | -0.02% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -1,000 | -100.0% | -0.02% | – |
| IDU | Exit | ISHARES TRu.s. utilits etf | $0 | – | -550 | -100.0% | -0.02% | – |
| FUL | Exit | FULLER H B CO | $0 | – | -1,370 | -100.0% | -0.02% | – |
| SJI | Exit | SOUTH JERSEY INDS INC | $0 | – | -2,087 | -100.0% | -0.02% | – |
| HES | Exit | HESS CORP | $0 | – | -1,119 | -100.0% | -0.02% | – |
| AIT | Exit | APPLIED INDL TECHNOLOGIES IN | $0 | – | -1,161 | -100.0% | -0.02% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -625 | -100.0% | -0.02% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -1,430 | -100.0% | -0.02% | – |
| MLI | Exit | MUELLER INDS INC | $0 | – | -1,940 | -100.0% | -0.02% | – |
| CBRL | Exit | CRACKER BARREL OLD CTRY STOR | $0 | – | -464 | -100.0% | -0.02% | – |
| HI | Exit | HILLENBRAND INC | $0 | – | -2,094 | -100.0% | -0.02% | – |
| LNCE | Exit | SNYDERS-LANCE INC | $0 | – | -2,117 | -100.0% | -0.02% | – |
| FDP | Exit | FRESH DEL MONTE PRODUCE INCord | $0 | – | -1,380 | -100.0% | -0.02% | – |
| CSX | Exit | CSX CORP | $0 | – | -2,300 | -100.0% | -0.02% | – |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -505 | -100.0% | -0.03% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -700 | -100.0% | -0.03% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,213 | -100.0% | -0.03% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -952 | -100.0% | -0.03% | – |
| ALE | Exit | ALLETE INC | $0 | – | -1,457 | -100.0% | -0.03% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -928 | -100.0% | -0.03% | – |
| UNM | Exit | UNUM GROUP | $0 | – | -2,200 | -100.0% | -0.03% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -1,215 | -100.0% | -0.03% | – |
| ETY | Exit | EATON VANCE TX MGD DIV EQ IN | $0 | – | -9,163 | -100.0% | -0.03% | – |
| UVV | Exit | UNIVERSAL CORP VA | $0 | – | -1,518 | -100.0% | -0.03% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -616 | -100.0% | -0.03% | – |
| SHY | Exit | ISHARES TR1-3 yr tr bd etf | $0 | – | -1,185 | -100.0% | -0.03% | – |
| NJR | Exit | NEW JERSEY RES | $0 | – | -2,902 | -100.0% | -0.03% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -1,560 | -100.0% | -0.03% | – |
| WPC | Exit | W P CAREY INC | $0 | – | -1,744 | -100.0% | -0.03% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,496 | -100.0% | -0.03% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GROUP | $0 | – | -2,400 | -100.0% | -0.03% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -1,230 | -100.0% | -0.03% | – |
| PTY | Exit | PIMCO CORPORATE & INCOME OPP | $0 | – | -7,736 | -100.0% | -0.03% | – |
| OMI | Exit | OWENS & MINOR INC NEW | $0 | – | -3,128 | -100.0% | -0.03% | – |
| BCSPRDCL | Exit | BARCLAYS BANK PLCadr pfd sr 5 | $0 | – | -4,300 | -100.0% | -0.03% | – |
| MON | Exit | MONSANTO CO NEW | $0 | – | -1,065 | -100.0% | -0.03% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,052 | -100.0% | -0.04% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -2,605 | -100.0% | -0.04% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -1,157 | -100.0% | -0.04% | – |
| EAT | Exit | BRINKER INTL INC | $0 | – | -2,581 | -100.0% | -0.04% | – |
| CHDN | Exit | CHURCHILL DOWNS INC | $0 | – | -848 | -100.0% | -0.04% | – |
| EME | Exit | EMCOR GROUP INC | $0 | – | -1,806 | -100.0% | -0.04% | – |
| CVG | Exit | CONVERGYS CORP | $0 | – | -5,395 | -100.0% | -0.04% | – |
| PLKI | Exit | POPEYES LA KITCHEN INC | $0 | – | -2,195 | -100.0% | -0.04% | – |
| NPK | Exit | NATIONAL PRESTO INDS INC | $0 | – | -1,305 | -100.0% | -0.04% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -869 | -100.0% | -0.04% | – |
| SPH | Exit | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $0 | – | -4,788 | -100.0% | -0.04% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -2,323 | -100.0% | -0.04% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -2,645 | -100.0% | -0.04% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -1,702 | -100.0% | -0.04% | – |
| NP | Exit | NEENAH PAPER INC | $0 | – | -1,761 | -100.0% | -0.04% | – |
| ABM | Exit | ABM INDS INC | $0 | – | -3,773 | -100.0% | -0.05% | – |
| DOW | Exit | DOW CHEM CO | $0 | – | -2,869 | -100.0% | -0.05% | – |
| WMK | Exit | WEIS MKTS INC | $0 | – | -2,515 | -100.0% | -0.05% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -1,426 | -100.0% | -0.05% | – |
| IGSB | Exit | ISHARES TR1-3 yr cr bd etf | $0 | – | -1,655 | -100.0% | -0.05% | – |
| AVA | Exit | AVISTA CORP | $0 | – | -4,549 | -100.0% | -0.06% | – |
| HCSG | Exit | HEALTHCARE SVCS GRP INC | $0 | – | -4,692 | -100.0% | -0.06% | – |
| WTS | Exit | WATTS WATER TECHNOLOGIES INCcl a | $0 | – | -2,856 | -100.0% | -0.06% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -2,554 | -100.0% | -0.06% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -3,522 | -100.0% | -0.06% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -817 | -100.0% | -0.07% | – |
| ROL | Exit | ROLLINS INC | $0 | – | -8,303 | -100.0% | -0.08% | – |
| CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -6,767 | -100.0% | -0.09% | – |
| TGT | Exit | TARGET CORP | $0 | – | -5,440 | -100.0% | -0.12% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -3,818 | -100.0% | -0.12% | – |
| MAT | Exit | MATTEL INC | $0 | – | -50,603 | -100.0% | -0.42% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $0 | – | -76,186 | -100.0% | -0.66% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -44,526 | -100.0% | -0.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VERIZON COMMUNICATIONS INC | 30 | Q2 2022 | 5.3% |
| BCE INC | 30 | Q2 2022 | 3.8% |
| DUKE ENERGY CORP NEW | 30 | Q2 2022 | 4.4% |
| MICROSOFT CORP | 30 | Q2 2022 | 5.8% |
| HOME DEPOT INC | 30 | Q2 2022 | 3.1% |
| SANOFI | 30 | Q2 2022 | 3.2% |
| MERCK & CO INC NEW | 30 | Q2 2022 | 3.2% |
| VISA INC | 30 | Q2 2022 | 3.0% |
| PROCTER & GAMBLE CO | 30 | Q2 2022 | 2.8% |
| INTERNATIONAL BUSINESS MACHS | 30 | Q2 2022 | 3.5% |
View Bruderman Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-10-13 |
| 13F-HR | 2021-07-14 |
| 13F-HR | 2021-04-23 |
| 13F-HR | 2021-01-29 |
| 13F-HR | 2020-10-14 |
| 13F-HR | 2020-08-06 |
| 13F-HR | 2020-04-28 |
View Bruderman Asset Management, LLC'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.