Gary Goldberg Planning Services Inc 13F 持仓 · 最近申报 2014年Q4
Gary Goldberg Planning Services 在 2014年Q4（报告期截至 2014-12-31）的 SEC 13F 申报中报告了 455 只证券，申报市值合计 2.38 亿美元。前几大持仓：KMI（4.96%）、VZ（4.75%）、T（4.72%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KMI | KINDER MORGAN INC DEL | $11.8M | 4.96% | 279,154 | 增持 |
| 2 | VZ | VERIZON COMMUNICATIONS INC | $11.3M | 4.75% | 241,762 | 减持 |
| 3 | T | AT&T INC | $11.2M | 4.72% | 334,221 | 增持 |
| 4 | SO | SOUTHERN CO | $10.8M | 4.52% | 219,056 | 增持 |
| 5 | PPL | PPL CORP | $10.0M | 4.22% | 276,275 | 增持 |
| 6 | BCE | BCE INC | $9.7M | 4.09% | 212,188 | 增持 |
| 7 | TE1 | TECO ENERGY INC | $9.5M | 3.98% | 462,125 | 增持 |
| 8 | CME | CME GROUP INC | $8.9M | 3.72% | 100,000 | 持平 |
| 9 | TTE | TOTAL S A | $8.9M | 3.72% | 172,965 | 增持 |
| 10 | ED | CONSOLIDATED EDISON INC | $8.0M | 3.36% | 121,156 | 增持 |
| 11 | RDS.B | ROYAL DUTCH SHELL PLC | $6.6M | 2.79% | 95,334 | 增持 |
| 12 | AAPL | APPLE INC | $5.8M | 2.44% | 52,683 | 减持 |
| 13 | PM | PHILIP MORRIS INTL INC | $5.8M | 2.42% | 70,598 | 增持 |
| 14 | COP | CONOCOPHILLIPS | $5.4M | 2.26% | 77,742 | 增持 |
| 15 | INTC | INTEL CORP | $4.5M | 1.88% | 123,361 | 减持 |
| 16 | TGT | TARGET CORP | $4.5M | 1.87% | 58,772 | 减持 |
| 17 | LLY | LILLY ELI & CO | $4.0M | 1.70% | 58,489 | 减持 |
| 18 | LO | LORILLARD INC | $3.6M | 1.51% | 57,152 | 减持 |
| 19 | UL | UNILEVER PLC | $3.5M | 1.46% | 85,694 | 增持 |
| 20 | DRI | DARDEN RESTAURANTS INC | $3.4M | 1.44% | 58,587 | 减持 |
| 21 | VOD | VODAFONE GROUP PLC NEW | $3.2M | 1.36% | 95,064 | 减持 |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $2.9M | 1.23% | 18,289 | 增持 |
| 23 | PEP | PEPSICO INC | $2.6M | 1.10% | 27,609 | 增持 |
| 24 | PFE | PFIZER INC | $2.6M | 1.10% | 83,686 | 增持 |
| 25 | SDY | SPDR SERIES TRUST | $2.6M | 1.10% | 33,178 | 增持 |
来源：SEC 13F 申报文件 · 截至 2014-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR