Bruderman Asset Management

Latest statistics and disclosures from Bruderman Asset Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Bruderman Asset Management

Companies in the Bruderman Asset Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Spdr Ser Tr shrt trsry etf (SPTS) 14.49 1.19M NEW 30.68
Verizon Communications (VZ) 4.68 223.44k -2% 52.92
Duke Energy (DUK) 4.28 139.26k -5% 77.57
Nextera Energy (NEE) 3.39 39.17k 218.23
Merck & Co (MRK) 3.23 110.34k 73.80
Bce (BCE) 3.23 209.90k -3% 38.88
AT&T (T) 2.61 235.22k -5% 28.05
Microsoft Corporation (MSFT) 2.53 41.92k +11% 152.10
Wec Energy Group (WEC) 2.51 75.75k 83.52
Garmin (GRMN) 2.41 85.32k -5% 71.41
Costco Wholesale Corporation (COST) 2.23 19.60k +6% 286.78
Gilead Sciences (GILD) 2.16 75.32k 72.52
Visa (V) 2.10 34.61k +12% 153.11
Telus Ord (TU) 1.97 321.12k +98% 15.47
Home Depot (HD) 1.84 25.98k +8% 178.64
Lockheed Martin Corporation (LMT) 1.83 13.62k 338.52
McDonald's Corporation (MCD) 1.80 28.70k +6% 158.16
Dominion Resources (D) 1.80 64.97k +6% 69.94
Amazon (AMZN) 1.70 2.25k +15% 1907.51
Bristol Myers Squibb (BMY) 1.65 76.00k -2% 54.82
Apple (AAPL) 1.44 15.05k +11% 240.95
Agilent Technologies Inc C ommon (A) 1.43 52.44k +4% 68.91
Alphabet Inc Class A cs (GOOGL) 1.43 3.28k +5% 1102.17
Maxim Integrated Products (MXIM) 1.40 76.50k 46.02
Global Payments (GPN) 1.39 26.35k NEW 133.10
Procter & Gamble Company (PG) 1.39 32.18k +4% 109.33
Intuitive Surgical (ISRG) 1.34 7.38k +4% 458.31
Abbvie (ABBV) 1.29 44.25k +7% 73.42
SPDR S&P Dividend (SDY) 1.20 39.86k +120% 76.15
Bscm etf (BSCM) 1.17 141.55k +55% 20.89
Sanofi-Aventis SA (SNY) 1.13 66.57k -3% 42.92
Zoetis Inc Cl A (ZTS) 1.13 25.42k +19% 111.93
Eaton (ETN) 1.00 34.53k 73.15
Vanguard REIT ETF (VNQ) 0.93 35.85k -22% 65.26
International Business Machines (IBM) 0.92 22.08k 105.13
SPDR S&P 500 ETF (SPY) 0.89 9.12k -40% 246.13
Bsco etf (BSCO) 0.87 107.24k +55% 20.42
Guggenheim Bulletshrs 2023 Corp Bd Etf (BSCN) 0.87 107.54k +55% 20.47
iShares MSCI EAFE Index Fund (EFA) 0.77 37.82k -23% 51.08
Pepsi (PEP) 0.76 16.32k +14% 118.10
Invesco S&p 500 Equal Weight Etf (RSP) 0.76 24.07k +38% 79.90
iShares Russell 2000 Index (IWM) 0.73 17.23k -36% 106.67
Nutrien0ltd0com0np.. (NTR) 0.67 53.50k 31.65
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.60 44.27k NEW 34.16
SPDR Barclays Capital Aggregate Bo (SPAB) 0.60 49.86k NEW 30.24
Johnson & Johnson (JNJ) 0.59 11.47k +20% 128.80
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.59 8.94k NEW 167.04
Invesco Bulletshares 2021 Corp (BSCL) 0.59 71.41k +55% 20.92
Adobe Systems Incorporated (ADBE) 0.58 4.84k +29% 301.28
Intercontinentalex.. (ICE) 0.57 18.08k -68% 79.30
Utilities SPDR (XLU) 0.53 25.90k -45% 52.09
TJX Companies (TJX) 0.52 29.50k +10% 44.61
Invesco Defensive Equity Etf defensive eqty (DEF) 0.51 30.54k -45% 42.44
Consumer Discretionary SPDR (XLY) 0.48 12.94k +31% 93.68
Consumer Staples Select Sect. SPDR (XLP) 0.45 21.14k -65% 53.55
Texas Instruments Incorporated (TXN) 0.44 11.59k +18% 96.85
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) 0.44 53.68k +55% 20.49
Marsh & McLennan Companies (MMC) 0.43 13.08k +11% 82.05
Spdr Ser Tr 1 3 hgh yield (BIL) 0.41 11.22k NEW 91.53
Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) 0.38 48.60k +54% 19.69
Vanguard Total Bond Market ETF (BND) 0.33 9.78k +6% 85.57
Amgen (AMGN) 0.31 3.99k +14% 197.79
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.30 8.75k +38% 86.62
Invesco Bulletshares 2020 Corp (BSCK) 0.29 35.40k +54% 21.02
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RYH) 0.27 3.69k +28% 181.62
Oracle Corporation (ORCL) 0.24 12.35k +11% 48.68
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.24 12.29k NEW 48.66
Alibaba Group Holding Ltd Spon (BABA) 0.22 3.00k +200% 187.54
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.20 4.10k +35% 121.49
iShares S&P NA Tec.-SW. Idx. Fund (IGV) 0.16 2.01k -85% 200.30
iShares Dow Jones US Health Care (IHF) 0.15 2.32k NEW 158.78
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.15 3.42k -86% 111.24
Global X Fds nasdaq 100 cover (QYLD) 0.14 18.50k NEW 18.92
Spdr Short-term High Yield mf (SJNK) 0.13 14.28k NEW 22.90
iShares S&P Global Infrastructure Index (IGF) 0.12 9.19k -85% 32.09
Spdr Series Trust cmn (HYMB) 0.12 5.63k NEW 52.41
Facebook Inc cl a (FB) 0.12 1.94k NEW 159.36
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.11 2.96k NEW 94.01
Alphabet Inc Class C cs (GOOG) 0.11 262 NEW 1106.87
Pimco Dynamic Credit Income other (PCI) 0.10 16.64k -50% 15.57
Ares Capital Corporation (ARCC) 0.09 23.10k NEW 9.91
Starwood Property Trust (STWD) 0.05 13.23k NEW 10.05

Past Filings by Bruderman Asset Management

View past SEC 13F filings by Bruderman Asset Management

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