Gary Goldberg Planning Services Inc 13F Holdings · last filed Q4 2014
Gary Goldberg Planning Services Inc reported 455 securities worth $238.00M in its SEC 13F filing for Q4 2014 (period ended 2014-12-31). Top holdings: KMI (4.96%), VZ (4.75%), T (4.72%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KMI | KINDER MORGAN INC DEL | $11.8M | 4.96% | 279,154 | Added |
| 2 | VZ | VERIZON COMMUNICATIONS INC | $11.3M | 4.75% | 241,762 | Trimmed |
| 3 | T | AT&T INC | $11.2M | 4.72% | 334,221 | Added |
| 4 | SO | SOUTHERN CO | $10.8M | 4.52% | 219,056 | Added |
| 5 | PPL | PPL CORP | $10.0M | 4.22% | 276,275 | Added |
| 6 | BCE | BCE INC | $9.7M | 4.09% | 212,188 | Added |
| 7 | TE1 | TECO ENERGY INC | $9.5M | 3.98% | 462,125 | Added |
| 8 | CME | CME GROUP INC | $8.9M | 3.72% | 100,000 | Hold |
| 9 | TTE | TOTAL S A | $8.9M | 3.72% | 172,965 | Added |
| 10 | ED | CONSOLIDATED EDISON INC | $8.0M | 3.36% | 121,156 | Added |
| 11 | RDS.B | ROYAL DUTCH SHELL PLC | $6.6M | 2.79% | 95,334 | Added |
| 12 | AAPL | APPLE INC | $5.8M | 2.44% | 52,683 | Trimmed |
| 13 | PM | PHILIP MORRIS INTL INC | $5.8M | 2.42% | 70,598 | Added |
| 14 | COP | CONOCOPHILLIPS | $5.4M | 2.26% | 77,742 | Added |
| 15 | INTC | INTEL CORP | $4.5M | 1.88% | 123,361 | Trimmed |
| 16 | TGT | TARGET CORP | $4.5M | 1.87% | 58,772 | Trimmed |
| 17 | LLY | LILLY ELI & CO | $4.0M | 1.70% | 58,489 | Trimmed |
| 18 | LO | LORILLARD INC | $3.6M | 1.51% | 57,152 | Trimmed |
| 19 | UL | UNILEVER PLC | $3.5M | 1.46% | 85,694 | Added |
| 20 | DRI | DARDEN RESTAURANTS INC | $3.4M | 1.44% | 58,587 | Trimmed |
| 21 | VOD | VODAFONE GROUP PLC NEW | $3.2M | 1.36% | 95,064 | Trimmed |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $2.9M | 1.23% | 18,289 | Added |
| 23 | PEP | PEPSICO INC | $2.6M | 1.10% | 27,609 | Added |
| 24 | PFE | PFIZER INC | $2.6M | 1.10% | 83,686 | Added |
| 25 | SDY | SPDR SERIES TRUST | $2.6M | 1.10% | 33,178 | Added |
Source: SEC Form 13F filings · as of 2014-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR