Doolittle & Ganos Investment Counsel
Latest statistics and disclosures from Integrated Wealth Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TEI, Templeton Global Income Fund, RWX, Ubs Ag Jersey Brh Alerian Infrst, IFGL, and represent 49.23% of Integrated Wealth Counsel's stock portfolio.
- Added to shares of these 10 stocks: AAPL, UNP, REM, ABT, XOM, BA, E.I. du Pont de Nemours & Company, BRK.B, PEP, HEFA.
- Started 44 new stock positions in Columbia Beyond Brics Etf etf, EW, UVE, BB&T Corporation, Wpx Energy, AMAT, BDX, BBY, AZN, HEFA.
- Reduced shares in these 10 stocks: Apple Computer, iShares FTSE NAREIT Mort. Plus Capp, Abbott Laboratories, Ubs Ag Jersey Brh Alerian Infrst, IFGL, RWX, Templeton Global Income Fund, TEI, PowerShares QQQ Trust, Series 1, Berkshire Hath-cl B.
- Sold out of its positions in AMP, Amazon, Dell Technologies Inc Class V equity, American Express, Ega Emerging Global Shs Tr egshr bynd brc, Abbott Laboratories, Amgen, GM, Abb Ltd-, Apple Computer.
- Integrated Wealth Counsel was a net buyer of stock by $29k.
- Integrated Wealth Counsel has $47M in assets under management (AUM), dropping by -2.09%.
- Central Index Key (CIK): 0001110443
Portfolio Holdings for Integrated Wealth Counsel
Integrated Wealth Counsel holds 222 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Templeton Emerging Markets Income Fund (TEI) | 11.7 | $5.4M | -3% | 498k | 10.91 |
|
| Templeton Global Income Fund | 10.9 | $5.1M | -3% | 782k | 6.48 |
|
| SPDR DJ International Real Estate ETF (RWX) | 9.2 | $4.3M | -5% | 119k | 36.08 |
|
| Ubs Ag Jersey Brh Alerian Infrst | 9.0 | $4.2M | -8% | 147k | 28.41 |
|
| iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) | 8.5 | $3.9M | -6% | 150k | 26.28 |
|
| SPDR Gold Trust (GLD) | 4.8 | $2.2M | -2% | 20k | 109.63 |
|
| Ares Capital Corporation (ARCC) | 3.9 | $1.8M | -4% | 109k | 16.49 |
|
| Chevron Corporation (CVX) | 3.4 | $1.6M | +2% | 13k | 117.71 |
|
| Apollo Investment | 2.6 | $1.2M | -5% | 209k | 5.86 |
|
| Apple (AAPL) | 2.2 | $1.0M | NEW | 8.8k | 115.76 |
|
| General Electric Company | 2.0 | $916k | -3% | 29k | 31.61 |
|
| Union Pacific Corporation (UNP) | 1.8 | $829k | NEW | 8.0k | 103.62 |
|
| Exxon Mobil Corporation (XOM) | 1.5 | $683k | +35% | 7.6k | 90.28 |
|
| Mortgage Reit Index real (REM) | 1.2 | $562k | NEW | 13k | 42.06 |
|
| iShares MSCI Emerging Markets Indx (EEM) | 1.2 | $552k | -4% | 16k | 35.03 |
|
| Pfizer (PFE) | 1.1 | $537k | 17k | 32.51 |
|
|
| iShares MSCI EAFE Index Fund (EFA) | 1.1 | $514k | -2% | 8.9k | 57.72 |
|
| Spdr S&p 500 Etf (SPY) | 1.0 | $486k | 2.2k | 223.35 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $474k | +7% | 4.1k | 115.33 |
|
| 3M Company (MMM) | 1.0 | $462k | -6% | 2.6k | 178.65 |
|
| Procter & Gamble Company (PG) | 0.9 | $422k | +6% | 5.0k | 84.05 |
|
| Abbott Laboratories (ABT) | 0.9 | $398k | NEW | 10k | 38.40 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $376k | 4.4k | 86.22 |
|
|
| International Business Machines (IBM) | 0.8 | $379k | 2.3k | 166.16 |
|
|
| Abbvie (ABBV) | 0.7 | $324k | 5.2k | 62.61 |
|
|
| Gartner (IT) | 0.6 | $285k | 2.8k | 101.06 |
|
|
| E.I. du Pont de Nemours & Company | 0.5 | $235k | +166% | 3.2k | 73.44 |
|
| Nextera Energy (NEE) | 0.5 | $227k | 1.9k | 119.22 |
|
|
| Bristol Myers Squibb (BMY) | 0.5 | $217k | 3.7k | 58.57 |
|
|
| CSX Corporation (CSX) | 0.5 | $216k | 6.0k | 36.00 |
|
|
| Caterpillar (CAT) | 0.4 | $203k | 2.2k | 92.78 |
|
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| Schlumberger (SLB) | 0.4 | $175k | 2.1k | 83.97 |
|
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| Lowe's Companies (LOW) | 0.4 | $169k | 2.4k | 71.22 |
|
|
| Boeing Company (BA) | 0.3 | $163k | NEW | 1.0k | 155.98 |
|
| GlaxoSmithKline | 0.3 | $162k | 4.2k | 38.53 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $160k | +42% | 1.0k | 160.00 |
|
| At&t (T) | 0.3 | $147k | 3.5k | 42.47 |
|
|
| Novartis (NVS) | 0.3 | $146k | 2.0k | 73.07 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $133k | 2.4k | 55.23 |
|
|
| Verizon Communications (VZ) | 0.3 | $136k | -30% | 2.6k | 53.29 |
|
| Pepsi (PEP) | 0.3 | $137k | +709% | 1.3k | 104.42 |
|
| Philip Morris International (PM) | 0.3 | $137k | -11% | 1.5k | 91.33 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $128k | NEW | 785.00 | 163.06 |
|
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.3 | $119k | -2% | 1.0k | 119.00 |
|
| Praxair | 0.2 | $117k | 1.0k | 117.00 |
|
|
| WD-40 Company (WDFC) | 0.2 | $117k | 1.0k | 117.00 |
|
|
| Facebook Inc cl a (META) | 0.2 | $115k | 1.0k | 115.00 |
|
|
| Merck & Co (MRK) | 0.2 | $112k | +109% | 1.9k | 58.64 |
|
| Altria (MO) | 0.2 | $108k | 1.6k | 67.50 |
|
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.2 | $104k | 991.00 | 104.94 |
|
|
| Ishares Tr hdg msci eafe (HEFA) | 0.2 | $104k | NEW | 4.0k | 26.00 |
|
| Paccar (PCAR) | 0.2 | $100k | 1.6k | 63.61 |
|
|
| iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $100k | 1.0k | 100.00 |
|
|
| Workday Inc cl a (WDAY) | 0.2 | $99k | 1.5k | 66.00 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $82k | +61% | 1.3k | 62.36 |
|
| McDonald's Corporation (MCD) | 0.2 | $85k | 695.00 | 122.30 |
|
|
| ConocoPhillips (COP) | 0.2 | $85k | 1.7k | 49.94 |
|
|
| Vanguard REIT ETF (VNQ) | 0.2 | $83k | -11% | 1.0k | 83.00 |
|
| Symantec Corporation | 0.2 | $81k | 3.4k | 23.82 |
|
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| Norfolk Southern (NSC) | 0.2 | $76k | 700.00 | 108.57 |
|
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| Kraft Heinz (KHC) | 0.2 | $74k | 846.00 | 87.47 |
|
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| Gilead Sciences (GILD) | 0.1 | $72k | +66% | 1.0k | 72.00 |
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| Aqua America | 0.1 | $63k | 2.1k | 30.26 |
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| Campbell Soup Company (CPB) | 0.1 | $60k | 1.0k | 60.00 |
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| United States Oil Fund | 0.1 | $59k | 5.0k | 11.80 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $60k | 1.6k | 37.22 |
|
|
| PowerShares Listed Private Eq. | 0.1 | $60k | 5.4k | 11.17 |
|
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $57k | -10% | 500.00 | 114.00 |
|
| iShares MSCI Germany Index Fund (EWG) | 0.1 | $55k | 2.1k | 26.37 |
|
|
| Walt Disney Company (DIS) | 0.1 | $52k | 500.00 | 104.00 |
|
|
| Cisco Systems (CSCO) | 0.1 | $51k | 1.7k | 30.38 |
|
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| Emerson Electric (EMR) | 0.1 | $52k | +116% | 929.00 | 55.97 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $50k | 600.00 | 83.33 |
|
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| Edwards Lifesciences (EW) | 0.1 | $47k | NEW | 500.00 | 94.00 |
|
| Weyerhaeuser Company (WY) | 0.1 | $48k | 1.6k | 30.00 |
|
|
| iShares Silver Trust (SLV) | 0.1 | $45k | 3.0k | 15.00 |
|
|
| Wec Energy Group (WEC) | 0.1 | $48k | +47% | 812.00 | 59.11 |
|
| Wal-Mart Stores (WMT) | 0.1 | $42k | 610.00 | 68.85 |
|
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| Royal Dutch Shell | 0.1 | $44k | +266% | 800.00 | 55.00 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $40k | 200.00 | 200.00 |
|
|
| PowerShares DB US Dollar Index Bullish | 0.1 | $40k | 1.5k | 26.67 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $42k | -9% | 1.2k | 36.18 |
|
| H&R Block (HRB) | 0.1 | $39k | NEW | 1.7k | 22.94 |
|
| Clorox Company (CLX) | 0.1 | $36k | NEW | 300.00 | 120.00 |
|
| Rogers Communications -cl B (RCI) | 0.1 | $39k | +88% | 1.0k | 38.24 |
|
| BHP Billiton (BHP) | 0.1 | $36k | NEW | 1.0k | 36.00 |
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $35k | -13% | 400.00 | 87.50 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $37k | 1.6k | 23.12 |
|
|
| Ishares Msci Japan (EWJ) | 0.1 | $36k | NEW | 734.00 | 49.05 |
|
| Intel Corporation (INTC) | 0.1 | $32k | -37% | 870.00 | 36.78 |
|
| Powershares Etf Tr Ii s^p500 low vol | 0.1 | $32k | 776.00 | 41.24 |
|
|
| Hollyfrontier Corp | 0.1 | $33k | NEW | 1.0k | 33.00 |
|
| Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) | 0.1 | $32k | 921.00 | 34.74 |
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| BlackRock (BLK) | 0.1 | $26k | 68.00 | 382.35 |
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| United Technologies Corporation | 0.1 | $29k | 268.00 | 108.21 |
|
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| Wynn Resorts (WYNN) | 0.1 | $26k | NEW | 300.00 | 86.67 |
|
| Universal Insurance Holdings (UVE) | 0.1 | $28k | NEW | 1.0k | 28.00 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $29k | 786.00 | 36.90 |
|
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| Coca-Cola Company (KO) | 0.1 | $22k | 525.00 | 41.90 |
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| V.F. Corporation (VFC) | 0.1 | $24k | 449.00 | 53.45 |
|
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| International Paper Company (IP) | 0.1 | $23k | 435.00 | 52.87 |
|
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| Occidental Petroleum Corporation (OXY) | 0.1 | $23k | 319.00 | 72.10 |
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| Qualcomm (QCOM) | 0.1 | $21k | 317.00 | 66.25 |
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| Lam Research Corporation (LRCX) | 0.1 | $21k | 200.00 | 105.00 |
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| MetLife (MET) | 0.1 | $25k | 470.00 | 53.19 |
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| PowerShares QQQ Trust, Series 1 | 0.1 | $23k | -87% | 193.00 | 119.17 |
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| Kinder Morgan (KMI) | 0.1 | $21k | 1.0k | 21.00 |
|
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| Mosaic (MOS) | 0.1 | $24k | +521% | 820.00 | 29.27 |
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| Mondelez Int (MDLZ) | 0.1 | $24k | 538.00 | 44.61 |
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| Hp (HPQ) | 0.1 | $24k | 1.6k | 15.00 |
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| Cardinal Health (CAH) | 0.0 | $17k | 238.00 | 71.43 |
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| Coach | 0.0 | $18k | +461% | 500.00 | 36.00 |
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| CenturyLink | 0.0 | $19k | 788.00 | 24.11 |
|
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| Amgen (AMGN) | 0.0 | $19k | NEW | 127.00 | 149.61 |
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| Capital One Financial (COF) | 0.0 | $19k | 216.00 | 87.96 |
|
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| Texas Instruments Incorporated (TXN) | 0.0 | $20k | 269.00 | 74.35 |
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| FLIR Systems | 0.0 | $20k | 557.00 | 35.91 |
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| Omni (OMC) | 0.0 | $20k | 233.00 | 85.84 |
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| iShares Russell 2000 Index (IWM) | 0.0 | $18k | -82% | 131.00 | 137.40 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $17k | NEW | 232.00 | 73.28 |
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| iShares Gold Trust | 0.0 | $19k | 1.8k | 10.81 |
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| Eversource Energy (ES) | 0.0 | $17k | 302.00 | 56.29 |
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| BP (BP) | 0.0 | $14k | NEW | 379.00 | 36.94 |
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| Cnooc | 0.0 | $14k | 110.00 | 127.27 |
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| HSBC Holdings (HSBC) | 0.0 | $15k | 364.00 | 41.21 |
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| PNC Financial Services (PNC) | 0.0 | $12k | 103.00 | 116.50 |
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| Principal Financial (PFG) | 0.0 | $13k | 226.00 | 57.52 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $13k | 246.00 | 52.85 |
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| Leggett & Platt (LEG) | 0.0 | $15k | 303.00 | 49.50 |
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| Reynolds American | 0.0 | $15k | 260.00 | 57.69 |
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| T. Rowe Price (TROW) | 0.0 | $12k | 154.00 | 77.92 |
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| Dow Chemical Company | 0.0 | $16k | 283.00 | 56.54 |
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| Raytheon Company | 0.0 | $15k | 105.00 | 142.86 |
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| Becton, Dickinson and (BDX) | 0.0 | $14k | NEW | 87.00 | 160.92 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $16k | 63.00 | 253.97 |
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| BB&T Corporation | 0.0 | $13k | NEW | 271.00 | 47.97 |
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| Deere & Company (DE) | 0.0 | $12k | 113.00 | 106.19 |
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| Diageo (DEO) | 0.0 | $14k | 133.00 | 105.26 |
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| Ca | 0.0 | $12k | 362.00 | 33.15 |
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| Illinois Tool Works (ITW) | 0.0 | $15k | -13% | 119.00 | 126.05 |
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| Accenture (ACN) | 0.0 | $15k | 126.00 | 119.05 |
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| Bce (BCE) | 0.0 | $13k | -24% | 300.00 | 43.33 |
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| Entergy Corporation (ETR) | 0.0 | $12k | 168.00 | 71.43 |
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| Atmos Energy Corporation (ATO) | 0.0 | $15k | NEW | 200.00 | 75.00 |
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| Rbc Cad (RY) | 0.0 | $12k | 178.00 | 67.42 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $14k | -41% | 169.00 | 82.84 |
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| Industries N shs - a - (LYB) | 0.0 | $12k | 143.00 | 83.92 |
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| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $14k | 126.00 | 111.11 |
|
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| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $13k | 262.00 | 49.62 |
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| Avinger | 0.0 | $15k | NEW | 4.0k | 3.75 |
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| Chemours (CC) | 0.0 | $14k | +166% | 640.00 | 21.88 |
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| Frontline | 0.0 | $14k | NEW | 2.0k | 7.00 |
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| Columbia Beyond Brics Etf etf | 0.0 | $12k | NEW | 800.00 | 15.00 |
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| SK Tele | 0.0 | $9.0k | 413.00 | 21.79 |
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| Western Union Company (WU) | 0.0 | $9.0k | 429.00 | 20.98 |
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| American Express Company (AXP) | 0.0 | $8.0k | NEW | 112.00 | 71.43 |
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| Dominion Resources (D) | 0.0 | $11k | 145.00 | 75.86 |
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| Cummins (CMI) | 0.0 | $10k | 74.00 | 135.14 |
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| Digital Realty Trust (DLR) | 0.0 | $10k | 100.00 | 100.00 |
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| Genuine Parts Company (GPC) | 0.0 | $11k | 119.00 | 92.44 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $10k | 90.00 | 111.11 |
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| Kohl's Corporation (KSS) | 0.0 | $9.0k | 176.00 | 51.14 |
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| Nucor Corporation (NUE) | 0.0 | $9.0k | 145.00 | 62.07 |
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| PPG Industries (PPG) | 0.0 | $10k | 102.00 | 98.04 |
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| Best Buy (BBY) | 0.0 | $8.0k | NEW | 195.00 | 41.03 |
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| Colgate-Palmolive Company (CL) | 0.0 | $10k | 150.00 | 66.67 |
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| Total (TTE) | 0.0 | $7.0k | 132.00 | 53.03 |
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| Whole Foods Market | 0.0 | $7.0k | 240.00 | 29.17 |
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| Prudential Financial (PRU) | 0.0 | $9.0k | 85.00 | 105.88 |
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| Applied Materials (AMAT) | 0.0 | $10k | NEW | 300.00 | 33.33 |
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| Oracle Corporation (ORCL) | 0.0 | $11k | 298.00 | 36.91 |
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| Enterprise Products Partners (EPD) | 0.0 | $11k | 403.00 | 27.30 |
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| GameStop (GME) | 0.0 | $10k | 377.00 | 26.53 |
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| Plains All American Pipeline (PAA) | 0.0 | $7.0k | 225.00 | 31.11 |
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| Bk Nova Cad (BNS) | 0.0 | $7.0k | NEW | 118.00 | 59.32 |
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| Simon Property (SPG) | 0.0 | $10k | 59.00 | 169.49 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $8.0k | -55% | 68.00 | 117.65 |
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| Gabelli Dividend & Income Trust (GDV) | 0.0 | $9.0k | 433.00 | 20.79 |
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| iShares Lehman Short Treasury Bond (SHV) | 0.0 | $10k | 90.00 | 111.11 |
|
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| Nuveen Muni Value Fund (NUV) | 0.0 | $8.0k | 854.00 | 9.37 |
|
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $9.0k | 598.00 | 15.05 |
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| Alphabet Inc Class A cs (GOOGL) | 0.0 | $11k | 14.00 | 785.71 |
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| Alphabet Inc Class C cs (GOOG) | 0.0 | $11k | 14.00 | 785.71 |
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| Johnson Controls International Plc equity (JCI) | 0.0 | $10k | 241.00 | 41.49 |
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| Comcast Corporation (CMCSA) | 0.0 | $6.0k | 80.00 | 75.00 |
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| Mobile TeleSystems OJSC | 0.0 | $6.0k | 620.00 | 9.68 |
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| Via | 0.0 | $4.0k | 128.00 | 31.25 |
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| Baxter International (BAX) | 0.0 | $3.0k | NEW | 58.00 | 51.72 |
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| Unum (UNM) | 0.0 | $4.0k | 82.00 | 48.78 |
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| AstraZeneca (AZN) | 0.0 | $5.0k | NEW | 180.00 | 27.78 |
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| Valero Energy Corporation (VLO) | 0.0 | $5.0k | 76.00 | 65.79 |
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| Liberty Media | 0.0 | $3.0k | 126.00 | 23.81 |
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| Macy's (M) | 0.0 | $5.0k | 147.00 | 34.01 |
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| Target Corporation (TGT) | 0.0 | $3.0k | 41.00 | 73.17 |
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| Canon (CAJPY) | 0.0 | $5.0k | 162.00 | 30.86 |
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| Amazon (AMZN) | 0.0 | $4.0k | NEW | 5.00 | 800.00 |
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| Sasol (SSL) | 0.0 | $3.0k | 104.00 | 28.85 |
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| HCP | 0.0 | $3.0k | 100.00 | 30.00 |
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| iShares MSCI Hong Kong Index Fund (EWH) | 0.0 | $4.0k | -43% | 200.00 | 20.00 |
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| Rydex S&P Equal Weight ETF | 0.0 | $4.0k | NEW | 43.00 | 93.02 |
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| ROYAL BK SCOTLAND Group Plc sp adr l rp pf | 0.0 | $5.0k | NEW | 213.00 | 23.47 |
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| WisdomTree Japan Total Dividend (DXJ) | 0.0 | $5.0k | -91% | 91.00 | 54.95 |
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| Acelrx Pharmaceuticals | 0.0 | $3.0k | 1.0k | 3.00 |
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| Ishares Tr eafe min volat (EFAV) | 0.0 | $3.0k | 53.00 | 56.60 |
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| Waste Connections (WCN) | 0.0 | $4.0k | 50.00 | 80.00 |
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| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $2.0k | -85% | 69.00 | 28.99 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $2.0k | NEW | 33.00 | 60.61 |
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| AES Corporation (AES) | 0.0 | $999.900000 | 99.00 | 10.10 |
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| Credit Suisse Group | 0.0 | $2.0k | 139.00 | 14.39 |
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| Williams Companies (WMB) | 0.0 | $0 | NEW | 5.00 | 0.00 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.0k | 20.00 | 50.00 |
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| Seagate Technology Com Stk | 0.0 | $2.0k | 61.00 | 32.79 |
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| ROYAL BK SCOTLAND Group Plc sp adr pref s | 0.0 | $2.0k | NEW | 76.00 | 26.32 |
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| Wpx Energy | 0.0 | $0 | NEW | 2.00 | 0.00 |
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| Sunshine Heart | 0.0 | $1.0k | 2.0k | 0.50 |
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| Halyard Health | 0.0 | $0 | NEW | 11.00 | 0.00 |
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| Commercehub Inc Com Ser C | 0.0 | $0 | NEW | 3.00 | 0.00 |
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| Commercehub Inc Com Ser A | 0.0 | $0 | NEW | 1.00 | 0.00 |
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| Liberty Ventures - Ser A | 0.0 | $0 | NEW | 10.00 | 0.00 |
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| Quality Care Properties | 0.0 | $0 | NEW | 20.00 | 0.00 |
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| Adient (ADNT) | 0.0 | $1.0k | NEW | 24.00 | 41.67 |
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| Liberty Expedia Holdings ser a | 0.0 | $0 | NEW | 6.00 | 0.00 |
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Past Filings by Integrated Wealth Counsel
SEC 13F filings are viewable for Integrated Wealth Counsel going back to 2010
- Integrated Wealth Counsel 2016 Q4 filed Feb. 6, 2017
- Integrated Wealth Counsel 2016 Q3 filed Nov. 9, 2016
- Integrated Wealth Counsel 2016 Q2 filed Aug. 4, 2016
- Integrated Wealth Counsel 2016 Q1 filed May 4, 2016
- Integrated Wealth Counsel 2015 Q4 filed Jan. 28, 2016
- Integrated Wealth Counsel 2015 Q3 filed Oct. 27, 2015
- Integrated Wealth Counsel 2015 Q2 filed Aug. 4, 2015
- Integrated Wealth Counsel 2015 Q1 filed May 12, 2015
- Integrated Wealth Counsel 2014 Q4 filed Feb. 13, 2015
- Integrated Wealth Counsel 2014 Q3 filed Nov. 4, 2014
- Doolittle & Ganos Investment Counsel 2014 Q2 filed Aug. 12, 2014
- Doolittle & Ganos Investment Counsel 2014 Q1 filed May 19, 2014
- Doolittle & Ganos Investment Counsel 2013 Q4 filed Feb. 11, 2014
- Doolittle & Ganos Investment Counsel 2013 Q3 filed Nov. 1, 2013
- Doolittle & Ganos Investment Counsel 2013 Q2 filed Aug. 21, 2013
- Integrated Wealth Counsel 2013 Q1 filed May 10, 2013