Gary Goldberg Planning Services
Latest statistics and disclosures from Gary Goldberg Planning Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PPL, BCE, TECO Energy, CME, TTE, and represent 27.32% of Gary Goldberg Planning Services's stock portfolio.
- Added to shares of these 10 stocks: PPL, TECO Energy, UL, PM, COP, BXMX, ED, TSM, BCE, TTE.
- Started 38 new stock positions in TXN, PNR, Alerian Mlp Etf, AWR, P.H. Glatfelter Company, BXMX, PLCE, Sterling Bancorp, VeriFone Systems, Cdk Global Inc equities.
- Reduced shares in these 10 stocks: GlaxoSmithKline (-$7.5M), LMT, Lorillard, TGT, DUK, DRI, , SNY, Ensco Plc Shs Class A, XLB.
- Sold out of its positions in AEP Industries, AVAV, Alcoa, American Capital Agency, ADI, AMAT, Aqua America, BB&T Corporation, Babcock & Wilcox, BGY.
- Gary Goldberg Planning Services was a net seller of stock by $-12M.
- Gary Goldberg Planning Services has $172M in assets under management (AUM), dropping by -3.20%.
- Central Index Key (CIK): 0001569517
Portfolio Holdings for Gary Goldberg Planning Services
Gary Goldberg Planning Services holds 456 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| PPL Corporation (PPL) | 5.8 | $10M | +88% | 276k | 36.33 |
|
| Bce (BCE) | 5.7 | $9.7M | +7% | 212k | 45.86 |
|
| TECO Energy | 5.5 | $9.5M | +64% | 462k | 20.49 |
|
| Cme (CME) | 5.2 | $8.9M | 100k | 88.65 |
|
|
| Total (TTE) | 5.2 | $8.9M | +7% | 173k | 51.20 |
|
| Consolidated Edison (ED) | 4.7 | $8.0M | +12% | 121k | 66.01 |
|
| Royal Dutch Shell | 3.9 | $6.6M | +9% | 95k | 69.56 |
|
| Apple (AAPL) | 3.4 | $5.8M | -4% | 53k | 110.38 |
|
| Philip Morris International (PM) | 3.4 | $5.8M | +104% | 71k | 81.45 |
|
| ConocoPhillips (COP) | 3.1 | $5.4M | +72% | 78k | 69.06 |
|
| Target Corporation (TGT) | 2.6 | $4.5M | -42% | 59k | 75.90 |
|
| Eli Lilly & Co. (LLY) | 2.4 | $4.0M | -3% | 59k | 68.99 |
|
| Lorillard | 2.1 | $3.6M | -48% | 57k | 62.94 |
|
| Unilever (UL) | 2.0 | $3.5M | +675% | 86k | 40.48 |
|
| Darden Restaurants (DRI) | 2.0 | $3.4M | -43% | 59k | 58.63 |
|
| International Business Machines (IBM) | 1.7 | $2.9M | 18k | 160.42 |
|
|
| Pepsi (PEP) | 1.5 | $2.6M | +17% | 28k | 94.57 |
|
| SPDR S&P Dividend (SDY) | 1.5 | $2.6M | +2% | 33k | 78.79 |
|
| Wal-Mart Stores (WMT) | 1.5 | $2.6M | -9% | 30k | 85.87 |
|
| Rydex S&P Equal Weight ETF | 1.4 | $2.4M | +3% | 30k | 80.04 |
|
| iShares Dow Jones Select Dividend (DVY) | 1.4 | $2.4M | +3% | 31k | 79.41 |
|
| Duke Energy (DUK) | 1.4 | $2.4M | -56% | 28k | 83.55 |
|
| Royal Dutch Shell | 1.2 | $2.1M | 32k | 66.95 |
|
|
| iShares Russell 2000 Index (IWM) | 1.2 | $2.0M | 17k | 119.64 |
|
|
| McDonald's Corporation (MCD) | 1.2 | $2.0M | -2% | 21k | 93.70 |
|
| Rydex S&P Equal Weight Health Care | 1.1 | $1.8M | +2% | 13k | 142.55 |
|
| Amgen (AMGN) | 1.0 | $1.7M | +12% | 11k | 159.33 |
|
| CVS Caremark Corporation (CVS) | 0.9 | $1.6M | -19% | 16k | 96.33 |
|
| British American Tobac (BTI) | 0.9 | $1.6M | 15k | 107.85 |
|
|
| Altria (MO) | 0.9 | $1.5M | -7% | 31k | 49.28 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.8 | $1.5M | NEW | 121k | 12.11 |
|
| TJX Companies (TJX) | 0.8 | $1.4M | -9% | 21k | 68.59 |
|
| General Mills (GIS) | 0.7 | $1.2M | -8% | 23k | 53.33 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.7 | $1.1M | 19k | 60.86 |
|
|
| Novo Nordisk A/S (NVO) | 0.6 | $1.0M | +8% | 24k | 42.34 |
|
| Boeing Company (BA) | 0.5 | $904k | +97% | 7.0k | 129.98 |
|
| E.I. du Pont de Nemours & Company | 0.5 | $836k | +18% | 11k | 73.93 |
|
| Visa (V) | 0.5 | $825k | +26% | 3.1k | 262.15 |
|
| Starbucks Corporation (SBUX) | 0.5 | $794k | +184% | 9.7k | 82.09 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.5 | $775k | NEW | 35k | 22.38 |
|
| Hawaiian Electric Industries (HE) | 0.4 | $755k | 23k | 33.49 |
|
|
| Kohl's Corporation (KSS) | 0.4 | $708k | -26% | 12k | 61.00 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $654k | -85% | 3.4k | 192.58 |
|
| McKesson Corporation (MCK) | 0.3 | $574k | +132% | 2.8k | 207.52 |
|
| Johnson & Johnson (JNJ) | 0.3 | $556k | 5.3k | 104.49 |
|
|
| SYSCO Corporation (SYY) | 0.3 | $552k | -30% | 14k | 39.68 |
|
| Honda Motor (HMC) | 0.3 | $556k | +115% | 19k | 29.51 |
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.3 | $545k | 11k | 48.49 |
|
|
| Baxter International (BAX) | 0.3 | $520k | +3% | 7.1k | 73.30 |
|
| Qualcomm (QCOM) | 0.3 | $483k | -2% | 6.5k | 74.38 |
|
| General Electric Company | 0.3 | $441k | -3% | 18k | 25.26 |
|
| AmerisourceBergen (COR) | 0.3 | $444k | -47% | 4.9k | 90.19 |
|
| Nuveen Quality Pref. Inc. Fund II | 0.2 | $432k | 49k | 8.89 |
|
|
| W.W. Grainger (GWW) | 0.2 | $392k | -37% | 1.5k | 254.71 |
|
| Raytheon Company | 0.2 | $395k | 3.6k | 108.28 |
|
|
| 0.2 | $401k | -5% | 756.00 | 530.42 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $372k | NEW | 7.0k | 53.49 |
|
| J.M. Smucker Company (SJM) | 0.2 | $380k | -2% | 3.8k | 100.96 |
|
| Tractor Supply Company (TSCO) | 0.2 | $353k | NEW | 4.5k | 78.78 |
|
| Accenture (ACN) | 0.2 | $361k | +6996% | 4.0k | 89.25 |
|
| Nuveen Real Estate Income Fund (JRS) | 0.2 | $366k | -18% | 32k | 11.51 |
|
| Pimco Dynamic Credit Income other | 0.2 | $366k | -17% | 18k | 20.63 |
|
| Comcast Corporation (CMCSA) | 0.2 | $338k | 5.8k | 58.02 |
|
|
| Google Inc Class C | 0.2 | $347k | -8% | 659.00 | 526.56 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $329k | NEW | 7.0k | 47.01 |
|
| Deere & Company (DE) | 0.2 | $320k | -6% | 3.6k | 88.54 |
|
| Procter & Gamble Company (PG) | 0.2 | $320k | -15% | 3.5k | 91.12 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $312k | NEW | 11k | 29.59 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $315k | 5.3k | 59.11 |
|
|
| Walgreen Boots Alliance (WBA) | 0.2 | $317k | NEW | 4.2k | 76.22 |
|
| Blackstone | 0.2 | $291k | 8.6k | 33.78 |
|
|
| Emerson Electric (EMR) | 0.2 | $292k | 4.7k | 61.75 |
|
|
| Anheuser-Busch InBev NV (BUD) | 0.2 | $300k | 2.7k | 112.40 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $296k | -4% | 6.6k | 44.97 |
|
| Mondelez Int (MDLZ) | 0.2 | $300k | 8.3k | 36.30 |
|
|
| Becton, Dickinson and (BDX) | 0.2 | $275k | -4% | 2.0k | 138.96 |
|
| Tootsie Roll Industries (TR) | 0.1 | $262k | -18% | 8.6k | 30.64 |
|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $255k | 2.4k | 105.15 |
|
|
| PIMCO Income Opportunity Fund | 0.1 | $264k | +17% | 11k | 25.06 |
|
| Nuveen Preferred And equity (JPI) | 0.1 | $233k | 10k | 22.45 |
|
|
| Avista Corporation (AVA) | 0.1 | $227k | -25% | 6.4k | 35.37 |
|
| Transcanada Corp | 0.1 | $229k | -5% | 4.7k | 49.19 |
|
| Sabine Royalty Trust (SBR) | 0.1 | $230k | -29% | 6.4k | 35.83 |
|
| AGL Resources | 0.1 | $211k | -60% | 3.9k | 54.59 |
|
| Curtiss-Wright (CW) | 0.1 | $210k | 3.0k | 70.75 |
|
|
| United Technologies Corporation | 0.1 | $208k | -3% | 1.8k | 114.98 |
|
| Phillips 66 (PSX) | 0.1 | $213k | -2% | 3.0k | 71.60 |
|
| Cheesecake Factory Incorporated (CAKE) | 0.1 | $189k | +5% | 3.8k | 50.35 |
|
| Suburban Propane Partners (SPH) | 0.1 | $194k | -18% | 4.5k | 43.25 |
|
| Spdr S&p 500 Etf (SPY) | 0.1 | $171k | 833.00 | 205.28 |
|
|
| Nike (NKE) | 0.1 | $180k | -11% | 1.9k | 96.05 |
|
| Papa John's Int'l (PZZA) | 0.1 | $169k | -32% | 3.0k | 55.79 |
|
| Kraft Foods | 0.1 | $174k | 2.8k | 62.70 |
|
|
| Dick's Sporting Goods (DKS) | 0.1 | $149k | 3.0k | 49.67 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $163k | -2% | 3.1k | 52.11 |
|
| Cracker Barrel Old Country Store (CBRL) | 0.1 | $152k | -24% | 1.1k | 140.35 |
|
| Stryker Corporation (SYK) | 0.1 | $148k | +3% | 1.6k | 94.09 |
|
| Healthcare Services (HCSG) | 0.1 | $147k | +17% | 4.8k | 30.94 |
|
| WD-40 Company (WDFC) | 0.1 | $156k | -35% | 1.8k | 85.01 |
|
| Weis Markets (WMK) | 0.1 | $156k | -29% | 3.3k | 47.96 |
|
| Utilities SPDR (XLU) | 0.1 | $154k | -19% | 3.3k | 47.22 |
|
| Caterpillar (CAT) | 0.1 | $140k | -39% | 1.5k | 91.86 |
|
| CSX Corporation (CSX) | 0.1 | $129k | 3.6k | 36.19 |
|
|
| Hillenbrand (HI) | 0.1 | $132k | +29% | 3.8k | 34.38 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $140k | -5% | 950.00 | 147.37 |
|
| Barnes (B) | 0.1 | $137k | +155% | 3.7k | 37.01 |
|
| Praxair | 0.1 | $130k | 1.0k | 130.00 |
|
|
| Dollar Tree (DLTR) | 0.1 | $146k | -69% | 2.1k | 70.53 |
|
| Allete (ALE) | 0.1 | $135k | +21% | 2.5k | 55.03 |
|
| St. Jude Medical | 0.1 | $140k | -6% | 2.1k | 65.21 |
|
| Douglas Dynamics (PLOW) | 0.1 | $133k | -41% | 6.2k | 21.51 |
|
| Union Pacific Corporation (UNP) | 0.1 | $124k | 1.0k | 119.00 |
|
|
| WGL Holdings | 0.1 | $112k | -23% | 2.0k | 54.79 |
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $124k | -21% | 1.0k | 119.23 |
|
| Barclays Bank Plc 8.125% Non C p | 0.1 | $112k | 4.3k | 26.05 |
|
|
| PIMCO Global StocksPLUS & Income Fund (PGP) | 0.1 | $113k | -36% | 5.8k | 19.37 |
|
| Wp Carey (WPC) | 0.1 | $122k | 1.7k | 69.95 |
|
|
| MasterCard Incorporated (MA) | 0.1 | $98k | 1.1k | 86.34 |
|
|
| Charles River Laboratories (CRL) | 0.1 | $107k | -10% | 1.7k | 63.88 |
|
| Potash Corp. Of Saskatchewan I | 0.1 | $106k | 3.0k | 35.33 |
|
|
| Yum! Brands (YUM) | 0.1 | $101k | 1.4k | 72.51 |
|
|
| Lowe's Companies (LOW) | 0.1 | $110k | -77% | 1.6k | 68.58 |
|
| Hospitality Properties Trust | 0.1 | $109k | 3.5k | 31.14 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $104k | -57% | 2.5k | 41.48 |
|
| MGE Energy (MGEE) | 0.1 | $100k | -11% | 2.2k | 45.60 |
|
| New Jersey Resources Corporation (NJR) | 0.1 | $101k | +51% | 1.6k | 61.29 |
|
| Texas Roadhouse (TXRH) | 0.1 | $95k | +54% | 2.8k | 33.69 |
|
| Tech Data Corporation | 0.1 | $96k | +115% | 1.5k | 63.16 |
|
| B&G Foods (BGS) | 0.1 | $100k | +52% | 3.4k | 29.81 |
|
| iShares Dow Jones US Utilities (IDU) | 0.1 | $103k | 875.00 | 117.71 |
|
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $102k | 9.2k | 11.13 |
|
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $100k | 1.2k | 84.39 |
|
|
| PIMCO High Income Fund (PHK) | 0.1 | $97k | 8.6k | 11.28 |
|
|
| Nuveen Real (JRI) | 0.1 | $102k | 5.4k | 18.89 |
|
|
| Goldman Sachs (GS) | 0.1 | $81k | 420.00 | 192.86 |
|
|
| Waste Management (WM) | 0.1 | $94k | -39% | 1.8k | 51.23 |
|
| Walt Disney Company (DIS) | 0.1 | $91k | +70% | 970.00 | 93.81 |
|
| 3M Company (MMM) | 0.1 | $81k | -2% | 494.00 | 163.97 |
|
| Health Care REIT | 0.1 | $78k | 1.0k | 76.02 |
|
|
| Frontier Communications | 0.1 | $92k | -8% | 14k | 6.65 |
|
| Enbridge Energy Management | 0.1 | $83k | 2.1k | 38.97 |
|
|
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $84k | 1.1k | 80.00 |
|
|
| UIL Holdings Corporation | 0.1 | $83k | +40% | 1.9k | 43.36 |
|
| Computer Programs & Systems (TBRG) | 0.1 | $84k | -52% | 1.4k | 60.83 |
|
| P.H. Glatfelter Company | 0.1 | $81k | NEW | 3.2k | 25.63 |
|
| Owens & Minor (OMI) | 0.1 | $84k | -9% | 2.4k | 35.21 |
|
| Rockwell Automation (ROK) | 0.1 | $89k | 800.00 | 111.25 |
|
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $91k | 4.8k | 19.07 |
|
|
| Guggenheim Enhanced Equity Strategy | 0.1 | $90k | 5.1k | 17.65 |
|
|
| Eaton (ETN) | 0.1 | $80k | -76% | 1.2k | 68.32 |
|
| Nuveen Global High (JGH) | 0.1 | $89k | NEW | 5.1k | 17.33 |
|
| American Express Company (AXP) | 0.0 | $61k | +83% | 661.00 | 92.28 |
|
| Norfolk Southern (NSC) | 0.0 | $64k | 583.00 | 109.78 |
|
|
| ABM Industries (ABM) | 0.0 | $72k | +33% | 2.5k | 28.67 |
|
| Unum (UNM) | 0.0 | $77k | 2.2k | 35.00 |
|
|
| Aetna | 0.0 | $62k | 700.00 | 88.57 |
|
|
| Olin Corporation (OLN) | 0.0 | $63k | +52% | 2.8k | 22.80 |
|
| Convergys Corporation | 0.0 | $77k | +15% | 3.8k | 20.44 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $77k | +56% | 1.1k | 69.49 |
|
| Halliburton Company (HAL) | 0.0 | $77k | +12% | 2.0k | 39.49 |
|
| Ford Motor Company (F) | 0.0 | $73k | 4.7k | 15.50 |
|
|
| Knight Transportation | 0.0 | $64k | 1.9k | 33.67 |
|
|
| Aaron's | 0.0 | $77k | +29% | 2.5k | 30.50 |
|
| Amazon (AMZN) | 0.0 | $65k | +90% | 211.00 | 308.06 |
|
| Enterprise Products Partners (EPD) | 0.0 | $69k | 1.9k | 36.28 |
|
|
| DSW | 0.0 | $66k | 1.8k | 37.06 |
|
|
| Minerals Technologies (MTX) | 0.0 | $76k | +49% | 1.1k | 69.03 |
|
| Bristow | 0.0 | $66k | +50% | 1.0k | 65.54 |
|
| Kaman Corporation | 0.0 | $76k | +33% | 1.9k | 40.08 |
|
| Northwest Natural Gas | 0.0 | $68k | 1.4k | 49.78 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $76k | 12k | 6.50 |
|
|
| Vectren Corporation | 0.0 | $65k | -23% | 1.4k | 46.23 |
|
| Vanguard REIT ETF (VNQ) | 0.0 | $77k | 955.00 | 80.63 |
|
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $72k | -37% | 4.5k | 15.98 |
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $46k | 1.2k | 39.15 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $47k | +117% | 2.6k | 18.00 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $52k | 370.00 | 140.54 |
|
|
| United Parcel Service (UPS) | 0.0 | $58k | 523.00 | 110.90 |
|
|
| Diebold Incorporated | 0.0 | $59k | -13% | 1.7k | 34.73 |
|
| Greif (GEF) | 0.0 | $51k | -15% | 1.1k | 46.92 |
|
| Mattel (MAT) | 0.0 | $47k | NEW | 1.5k | 30.72 |
|
| Mercury General Corporation (MCY) | 0.0 | $54k | -18% | 946.00 | 57.08 |
|
| Wells Fargo & Company (WFC) | 0.0 | $43k | 787.00 | 54.64 |
|
|
| Buckle (BKE) | 0.0 | $54k | 1.0k | 52.94 |
|
|
| Johnson Controls | 0.0 | $50k | 1.0k | 47.98 |
|
|
| AVX Corporation | 0.0 | $49k | 3.5k | 14.00 |
|
|
| Fresh Del Monte Produce (FDP) | 0.0 | $49k | -17% | 1.5k | 33.49 |
|
| Haemonetics Corporation (HAE) | 0.0 | $55k | -14% | 1.5k | 37.16 |
|
| GlaxoSmithKline | 0.0 | $53k | -99% | 1.3k | 42.40 |
|
| Honeywell International (HON) | 0.0 | $47k | 472.00 | 99.58 |
|
|
| UnitedHealth (UNH) | 0.0 | $56k | 557.00 | 100.54 |
|
|
| Gilead Sciences (GILD) | 0.0 | $52k | 554.00 | 93.86 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $46k | 900.00 | 51.11 |
|
|
| Mueller Industries (MLI) | 0.0 | $55k | -25% | 1.6k | 33.91 |
|
| National Presto Industries (NPK) | 0.0 | $44k | -16% | 760.00 | 57.89 |
|
| Southwest Gas Corporation (SWX) | 0.0 | $48k | -19% | 773.00 | 62.10 |
|
| Endurance Specialty Hldgs Lt | 0.0 | $55k | 914.00 | 60.18 |
|
|
| Under Armour (UAA) | 0.0 | $51k | 745.00 | 68.46 |
|
|
| Regency Energy Partners | 0.0 | $54k | 2.3k | 23.85 |
|
|
| South Jersey Industries | 0.0 | $47k | 805.00 | 58.39 |
|
|
| Cal-Maine Foods (CALM) | 0.0 | $51k | +100% | 1.3k | 39.05 |
|
| Hanover Insurance (THG) | 0.0 | $54k | -17% | 764.00 | 70.68 |
|
| Washington Federal (WAFD) | 0.0 | $58k | -13% | 2.6k | 21.99 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $46k | -16% | 717.00 | 64.16 |
|
| TreeHouse Foods (THS) | 0.0 | $51k | 595.00 | 85.71 |
|
|
| Consumer Discretionary SPDR (XLY) | 0.0 | $43k | +20% | 600.00 | 71.67 |
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $49k | NEW | 1.2k | 39.23 |
|
| Clyme US Cptl Mkts Mco Trm Fxd Idx | 0.0 | $50k | 1.0k | 50.00 |
|
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $46k | 3.0k | 15.23 |
|
|
| Claymore Guggenheim Strategic (GOF) | 0.0 | $50k | 2.4k | 20.75 |
|
|
| Ishares High Dividend Equity F (HDV) | 0.0 | $46k | NEW | 604.00 | 76.16 |
|
| Sterling Bancorp | 0.0 | $43k | NEW | 3.0k | 14.33 |
|
| Hasbro (HAS) | 0.0 | $34k | 626.00 | 54.31 |
|
|
| Northeast Utilities System | 0.0 | $42k | 787.00 | 53.37 |
|
|
| BlackRock (BLK) | 0.0 | $34k | 94.00 | 361.70 |
|
|
| U.S. Bancorp (USB) | 0.0 | $26k | 575.00 | 45.22 |
|
|
| PNC Financial Services (PNC) | 0.0 | $41k | 454.00 | 90.31 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $34k | -4% | 558.00 | 60.93 |
|
| FedEx Corporation (FDX) | 0.0 | $35k | 200.00 | 175.00 |
|
|
| Health Care SPDR (XLV) | 0.0 | $30k | +29% | 440.00 | 68.18 |
|
| CBS Corporation | 0.0 | $30k | 542.00 | 55.35 |
|
|
| Apache Corporation | 0.0 | $31k | -4% | 500.00 | 62.00 |
|
| Leggett & Platt (LEG) | 0.0 | $26k | -76% | 600.00 | 43.33 |
|
| Spectra Energy | 0.0 | $27k | 754.00 | 35.81 |
|
|
| Travelers Companies (TRV) | 0.0 | $32k | 300.00 | 106.67 |
|
|
| Molson Coors Brewing Company (TAP) | 0.0 | $37k | 500.00 | 74.00 |
|
|
| ACI Worldwide (ACIW) | 0.0 | $28k | NEW | 1.4k | 19.86 |
|
| MDU Resources (MDU) | 0.0 | $26k | 1.1k | 23.11 |
|
|
| American Electric Power Company (AEP) | 0.0 | $30k | 500.00 | 60.00 |
|
|
| EMC Corporation | 0.0 | $35k | 1.2k | 29.79 |
|
|
| ConAgra Foods (CAG) | 0.0 | $37k | -18% | 1.0k | 36.10 |
|
| NewMarket Corporation (NEU) | 0.0 | $26k | 65.00 | 400.00 |
|
|
| Constellation Brands (STZ) | 0.0 | $28k | 285.00 | 98.25 |
|
|
| SPDR Gold Trust (GLD) | 0.0 | $28k | 250.00 | 112.00 |
|
|
| Industrial SPDR (XLI) | 0.0 | $27k | +25% | 485.00 | 55.67 |
|
| AllianceBernstein Holding (AB) | 0.0 | $31k | 1.2k | 25.83 |
|
|
| AmeriGas Partners | 0.0 | $38k | 800.00 | 47.50 |
|
|
| Oneok Partners | 0.0 | $40k | 1.0k | 39.22 |
|
|
| Boston Beer Company (SAM) | 0.0 | $29k | 100.00 | 290.00 |
|
|
| Skechers USA (SKX) | 0.0 | $33k | 600.00 | 55.00 |
|
|
| Superior Industries International (SUP) | 0.0 | $30k | -41% | 1.5k | 19.89 |
|
| UGI Corporation (UGI) | 0.0 | $34k | 900.00 | 37.78 |
|
|
| American States Water Company (AWR) | 0.0 | $30k | NEW | 785.00 | 38.22 |
|
| Hancock Holding Company (HWC) | 0.0 | $41k | -17% | 1.3k | 30.71 |
|
| Technology SPDR (XLK) | 0.0 | $27k | +18% | 655.00 | 41.22 |
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $36k | NEW | 397.00 | 90.68 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $38k | -2% | 330.00 | 115.15 |
|
| Eaton Vance Short Duration Diversified I (EVG) | 0.0 | $42k | 3.0k | 14.00 |
|
|
| iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $33k | 850.00 | 38.82 |
|
|
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $35k | NEW | 1.0k | 33.52 |
|
| WisdomTree Equity Income Fund (DHS) | 0.0 | $41k | 660.00 | 62.12 |
|
|
| Barclays Bank | 0.0 | $41k | 1.6k | 25.62 |
|
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $37k | +48% | 463.00 | 79.91 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $30k | -15% | 266.00 | 112.78 |
|
| Fortune Brands (FBIN) | 0.0 | $36k | 800.00 | 45.00 |
|
|
| Facebook Inc cl a (META) | 0.0 | $28k | 357.00 | 78.43 |
|
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.0 | $33k | 1.5k | 22.53 |
|
|
| Crestwood Midstream Partners | 0.0 | $39k | 2.6k | 15.05 |
|
|
| BP (BP) | 0.0 | $17k | 452.00 | 37.61 |
|
|
| Compass Minerals International (CMP) | 0.0 | $17k | -33% | 200.00 | 85.00 |
|
| Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.0 | $12k | 10.00 | 1200.00 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $10k | 235.00 | 42.55 |
|
|
| Comcast Corporation | 0.0 | $12k | 206.00 | 58.25 |
|
|
| Family Dollar Stores | 0.0 | $12k | 155.00 | 77.42 |
|
|
| Federated Investors (FHI) | 0.0 | $25k | 750.00 | 33.33 |
|
|
| Harsco Corporation (NVRI) | 0.0 | $10k | 534.00 | 18.73 |
|
|
| PPG Industries (PPG) | 0.0 | $12k | 50.00 | 240.00 |
|
|
| R.R. Donnelley & Sons Company | 0.0 | $14k | 825.00 | 16.97 |
|
|
| Reynolds American | 0.0 | $23k | 363.00 | 63.36 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $12k | 127.00 | 94.49 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $17k | 200.00 | 85.00 |
|
|
| CACI International (CACI) | 0.0 | $9.0k | -43% | 105.00 | 85.71 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $16k | NEW | 1.0k | 16.00 |
|
| AstraZeneca (AZN) | 0.0 | $23k | +112% | 321.00 | 71.65 |
|
| CenturyLink | 0.0 | $12k | -21% | 304.00 | 39.47 |
|
| Forward Air Corporation (FWRD) | 0.0 | $10k | -41% | 190.00 | 52.63 |
|
| Novartis (NVS) | 0.0 | $21k | 230.00 | 91.30 |
|
|
| Diageo (DEO) | 0.0 | $10k | 90.00 | 111.11 |
|
|
| Hess (HES) | 0.0 | $22k | 300.00 | 73.33 |
|
|
| Unilever | 0.0 | $11k | +225% | 270.00 | 40.74 |
|
| PG&E Corporation (PCG) | 0.0 | $16k | 300.00 | 53.33 |
|
|
| Buckeye Partners | 0.0 | $15k | 200.00 | 75.00 |
|
|
| Murphy Oil Corporation (MUR) | 0.0 | $11k | 220.00 | 50.00 |
|
|
| Prudential Financial (PRU) | 0.0 | $22k | +83% | 244.00 | 90.16 |
|
| Hershey Company (HSY) | 0.0 | $21k | 206.00 | 101.94 |
|
|
| Drew Industries | 0.0 | $9.0k | -41% | 170.00 | 52.94 |
|
| MFS Intermediate Income Trust (MIN) | 0.0 | $19k | 4.0k | 4.75 |
|
|
| Resources Connection (RGP) | 0.0 | $14k | -82% | 860.00 | 16.28 |
|
| Toyota Motor Corporation (TM) | 0.0 | $11k | 89.00 | 123.60 |
|
|
| Entergy Corporation (ETR) | 0.0 | $13k | 150.00 | 86.67 |
|
|
| StoneMor Partners | 0.0 | $21k | 800.00 | 26.25 |
|
|
| Energy Transfer Equity (ET) | 0.0 | $15k | 255.00 | 58.82 |
|
|
| Group 1 Automotive (GPI) | 0.0 | $16k | 181.00 | 88.40 |
|
|
| J&J Snack Foods (JJSF) | 0.0 | $15k | -74% | 140.00 | 107.14 |
|
| Manhattan Associates (MANH) | 0.0 | $20k | 500.00 | 40.00 |
|
|
| Martin Midstream Partners (MMLP) | 0.0 | $11k | 400.00 | 27.50 |
|
|
| Medical Properties Trust (MPW) | 0.0 | $19k | 1.4k | 13.57 |
|
|
| MTS Systems Corporation | 0.0 | $14k | -83% | 180.00 | 77.78 |
|
| Plains All American Pipeline (PAA) | 0.0 | $10k | 200.00 | 50.00 |
|
|
| Park National Corporation (PRK) | 0.0 | $14k | 155.00 | 90.32 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $23k | 457.00 | 50.33 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $9.0k | 692.00 | 13.01 |
|
|
| CONMED Corporation (CNMD) | 0.0 | $11k | NEW | 234.00 | 47.01 |
|
| Lloyds TSB (LYG) | 0.0 | $13k | 2.8k | 4.57 |
|
|
| Otter Tail Corporation (OTTR) | 0.0 | $13k | 413.00 | 31.48 |
|
|
| Rbc Cad (RY) | 0.0 | $19k | 270.00 | 70.37 |
|
|
| Meridian Bioscience | 0.0 | $21k | -49% | 1.3k | 16.36 |
|
| PowerShares QQQ Trust, Series 1 | 0.0 | $14k | NEW | 135.00 | 103.70 |
|
| SPDR KBW Regional Banking (KRE) | 0.0 | $13k | 330.00 | 39.39 |
|
|
| Urstadt Biddle Properties | 0.0 | $15k | 800.00 | 18.75 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $19k | 275.00 | 69.09 |
|
|
| Alpine Global Premier Properties Fund | 0.0 | $11k | 1.5k | 7.33 |
|
|
| BlackRock Income Trust | 0.0 | $13k | 2.0k | 6.50 |
|
|
| Alerian Mlp Etf | 0.0 | $11k | NEW | 620.00 | 17.74 |
|
| AllianceBernstein Income Fund | 0.0 | $15k | 2.0k | 7.50 |
|
|
| MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) | 0.0 | $10k | 1.0k | 10.00 |
|
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $19k | 500.00 | 38.00 |
|
|
| PowerShares Fin. Preferred Port. | 0.0 | $20k | 1.1k | 18.60 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $24k | 2.1k | 11.45 |
|
|
| Vanguard Information Technology ETF (VGT) | 0.0 | $14k | 130.00 | 107.69 |
|
|
| BlackRock Debt Strategies Fund | 0.0 | $11k | 3.0k | 3.70 |
|
|
| Barclays Bank | 0.0 | $10k | 400.00 | 25.00 |
|
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $14k | 1.0k | 14.00 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $18k | 1.9k | 9.47 |
|
|
| BlackRock Core Bond Trust (BHK) | 0.0 | $18k | 1.4k | 13.19 |
|
|
| Fort Dearborn Income Securities | 0.0 | $14k | 1.0k | 14.00 |
|
|
| American Intl Group | 0.0 | $15k | 623.00 | 24.08 |
|
|
| Covidien | 0.0 | $16k | 156.00 | 102.56 |
|
|
| Medley Capital Corporation | 0.0 | $9.0k | 1.0k | 9.00 |
|
|
| Powershares Senior Loan Portfo mf | 0.0 | $17k | 700.00 | 24.29 |
|
|
| Citigroup (C) | 0.0 | $15k | 275.00 | 54.55 |
|
|
| Global X Etf equity | 0.0 | $12k | 500.00 | 24.00 |
|
|
| Itt | 0.0 | $10k | 250.00 | 40.00 |
|
|
| American Tower Reit (AMT) | 0.0 | $15k | 148.00 | 101.35 |
|
|
| Blackrock Util & Infrastrctu (BUI) | 0.0 | $21k | 1.0k | 21.00 |
|
|
| Express Scripts Holding | 0.0 | $9.0k | 103.00 | 87.38 |
|
|
| Ensco Plc Shs Class A | 0.0 | $24k | -98% | 785.00 | 30.57 |
|
| Enlink Midstream Ptrs | 0.0 | $15k | 500.00 | 30.00 |
|
|
| Equity Commonwealth (EQC) | 0.0 | $16k | 625.00 | 25.60 |
|
|
| Halyard Health | 0.0 | $11k | NEW | 238.00 | 46.22 |
|
| Chubb Corporation | 0.0 | $0 | -7% | 400.00 | 0.00 |
|
| Cognizant Technology Solutions (CTSH) | 0.0 | $8.0k | -99% | 150.00 | 53.33 |
|
| Time Warner Cable | 0.0 | $7.0k | 43.00 | 162.79 |
|
|
| Time Warner | 0.0 | $3.0k | 39.00 | 76.92 |
|
|
| HSBC Holdings (HSBC) | 0.0 | $1.0k | -13% | 25.00 | 40.00 |
|
| Microsoft Corporation (MSFT) | 0.0 | $0 | 43k | 0.00 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $0 | 3.8k | 0.00 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $5.0k | 84.00 | 59.52 |
|
|
| Ubs Ag Cmn | 0.0 | $999.840000 | 48.00 | 20.83 |
|
|
| Berkshire Hathaway (BRK.B) | 0.0 | $0 | 3.0k | 0.00 |
|
|
| Coca-Cola Company (KO) | 0.0 | $0 | -8% | 12k | 0.00 |
|
| Ecolab (ECL) | 0.0 | $7.0k | -51% | 65.00 | 107.69 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $0 | -3% | 11k | 0.00 |
|
| Monsanto Company | 0.0 | $0 | 2.1k | 0.00 |
|
|
| Home Depot (HD) | 0.0 | $0 | +31% | 17k | 0.00 |
|
| Abbott Laboratories (ABT) | 0.0 | $0 | 5.9k | 0.00 |
|
|
| Pfizer (PFE) | 0.0 | $0 | 84k | 0.00 |
|
|
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $4.0k | 62.00 | 64.52 |
|
|
| Chevron Corporation (CVX) | 0.0 | $0 | 5.5k | 0.00 |
|
|
| At&t (T) | 0.0 | $0 | +6% | 334k | 0.00 |
|
| Carnival Corporation (CCL) | 0.0 | $5.0k | 100.00 | 50.00 |
|
|
| Cisco Systems (CSCO) | 0.0 | $0 | 52k | 0.00 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $4.0k | NEW | 32.00 | 125.00 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $0 | -2% | 1.9k | 0.00 |
|
| Transocean (RIG) | 0.0 | $2.0k | 135.00 | 14.81 |
|
|
| Dow Chemical Company | 0.0 | $0 | 3.7k | 0.00 |
|
|
| Intel Corporation (INTC) | 0.0 | $0 | -8% | 123k | 0.00 |
|
| Harley-Davidson (HOG) | 0.0 | $0 | 602.00 | 0.00 |
|
|
| Verizon Communications (VZ) | 0.0 | $0 | 242k | 0.00 |
|
|
| United Stationers | 0.0 | $7.0k | -42% | 165.00 | 42.42 |
|
| Whirlpool Corporation (WHR) | 0.0 | $6.0k | 33.00 | 181.82 |
|
|
| Foot Locker (FL) | 0.0 | $0 | 785.00 | 0.00 |
|
|
| Plantronics | 0.0 | $8.0k | -45% | 145.00 | 55.17 |
|
| Hewlett-Packard Company | 0.0 | $0 | 1.3k | 0.00 |
|
|
| Macy's (M) | 0.0 | $6.0k | 84.00 | 71.43 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $5.0k | 91.00 | 54.95 |
|
|
| Merck & Co (MRK) | 0.0 | $0 | -4% | 20k | 0.00 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $2.0k | 26.00 | 76.92 |
|
|
| Sanofi-Aventis SA (SNY) | 0.0 | $6.0k | -99% | 122.00 | 49.18 |
|
| iShares S&P 500 Index (IVV) | 0.0 | $6.0k | -25% | 30.00 | 200.00 |
|
| Staples | 0.0 | $2.0k | 110.00 | 18.18 |
|
|
| Southern Company (SO) | 0.0 | $0 | +11% | 219k | 0.00 |
|
| Sap (SAP) | 0.0 | $6.0k | 88.00 | 68.18 |
|
|
| Valley National Ban (VLY) | 0.0 | $5.0k | 500.00 | 10.00 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $5.0k | 231.00 | 21.65 |
|
|
| Tupperware Brands Corporation | 0.0 | $3.0k | 41.00 | 73.17 |
|
|
| MarkWest Energy Partners | 0.0 | $4.0k | 55.00 | 72.73 |
|
|
| Astoria Financial Corporation | 0.0 | $7.0k | 550.00 | 12.73 |
|
|
| Empire District Electric Company | 0.0 | $6.0k | -86% | 210.00 | 28.57 |
|
| Netflix (NFLX) | 0.0 | $4.0k | -45% | 11.00 | 363.64 |
|
| Yahoo! | 0.0 | $999.920000 | 29.00 | 34.48 |
|
|
| ON Semiconductor (ON) | 0.0 | $1.0k | 100.00 | 10.00 |
|
|
| Mead Johnson Nutrition | 0.0 | $0 | 3.00 | 0.00 |
|
|
| Wyndham Worldwide Corporation | 0.0 | $2.0k | 22.00 | 90.91 |
|
|
| TICC Capital | 0.0 | $8.0k | 1.0k | 8.00 |
|
|
| PennantPark Investment (PNNT) | 0.0 | $5.0k | 500.00 | 10.00 |
|
|
| BHP Billiton (BHP) | 0.0 | $4.0k | 89.00 | 44.94 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $4.0k | -80% | 58.00 | 68.97 |
|
| Hibbett Sports (HIBB) | 0.0 | $4.0k | -86% | 80.00 | 50.00 |
|
| Middleby Corporation (MIDD) | 0.0 | $6.0k | 60.00 | 100.00 |
|
|
| VeriFone Systems | 0.0 | $3.0k | NEW | 75.00 | 40.00 |
|
| SCANA Corporation | 0.0 | $5.0k | 84.00 | 59.52 |
|
|
| Celgene Corporation | 0.0 | $0 | 2.00 | 0.00 |
|
|
| Energy Transfer Partners | 0.0 | $0 | 1.6k | 0.00 |
|
|
| Children's Place Retail Stores (PLCE) | 0.0 | $3.0k | NEW | 50.00 | 60.00 |
|
| SanDisk Corporation | 0.0 | $4.0k | NEW | 40.00 | 100.00 |
|
| Tennant Company (TNC) | 0.0 | $5.0k | -91% | 75.00 | 66.67 |
|
| McCormick & Company, Incorporated (MKC) | 0.0 | $4.0k | 57.00 | 70.18 |
|
|
| Permian Basin Royalty Trust (PBT) | 0.0 | $4.0k | 400.00 | 10.00 |
|
|
| VMware | 0.0 | $8.0k | 100.00 | 80.00 |
|
|
| Warren Resources | 0.0 | $8.0k | 5.0k | 1.60 |
|
|
| HCP | 0.0 | $2.0k | 43.00 | 46.51 |
|
|
| Materials SPDR (XLB) | 0.0 | $5.0k | -99% | 100.00 | 50.00 |
|
| First American Financial (FAF) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| iShares Dow Jones US Home Const. (ITB) | 0.0 | $5.0k | NEW | 181.00 | 27.62 |
|
| Virtus Investment Partners (VRTS) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| American International (AIG) | 0.0 | $999.940000 | 17.00 | 58.82 |
|
|
| 3D Systems Corporation (DDD) | 0.0 | $2.0k | 50.00 | 40.00 |
|
|
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $7.0k | 1.2k | 5.68 |
|
|
| SPDR MSCI ACWI ex-US (CWI) | 0.0 | $3.0k | 75.00 | 40.00 |
|
|
| iShares FTSE NAREIT Mort. Plus Capp | 0.0 | $4.0k | +15% | 346.00 | 11.56 |
|
| Enerplus Corp | 0.0 | $5.0k | 500.00 | 10.00 |
|
|
| Neuberger Berman NY Int Mun Common | 0.0 | $0 | 7.00 | 0.00 |
|
|
| MFS Government Markets Income Trust (MGF) | 0.0 | $6.0k | 1.0k | 6.00 |
|
|
| Marine Petroleum Trust (MARPS) | 0.0 | $7.0k | 693.00 | 10.10 |
|
|
| Avalon Rare Metals Inc C ommon | 0.0 | $0 | 1.7k | 0.00 |
|
|
| Te Connectivity Ltd for (TEL) | 0.0 | $4.0k | 58.00 | 68.97 |
|
|
| Kinder Morgan (KMI) | 0.0 | $0 | +39% | 279k | 0.00 |
|
| Hca Holdings (HCA) | 0.0 | $6.0k | 79.00 | 75.95 |
|
|
| Solar Senior Capital | 0.0 | $7.0k | 500.00 | 14.00 |
|
|
| Powershares Etf Tr Ii s^p500 low vol | 0.0 | $8.0k | NEW | 210.00 | 38.10 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $8.0k | 850.00 | 9.41 |
|
|
| C&j Energy Services | 0.0 | $0 | 25.00 | 0.00 |
|
|
| Gamco Global Gold Natural Reso (GGN) | 0.0 | $3.0k | 371.00 | 8.09 |
|
|
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $8.0k | NEW | 204.00 | 39.22 |
|
| Adt | 0.0 | $999.880000 | 28.00 | 35.71 |
|
|
| Phoenix Cos | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Proshs Ultrashrt S&p500 Prosha etf | 0.0 | $4.0k | NEW | 180.00 | 22.22 |
|
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $7.0k | NEW | 144.00 | 48.61 |
|
| Abbvie (ABBV) | 0.0 | $0 | 5.5k | 0.00 |
|
|
| Smart Balance | 0.0 | $1.0k | 100.00 | 10.00 |
|
|
| Ptc (PTC) | 0.0 | $4.0k | 122.00 | 32.79 |
|
|
| Ubs Ag London Brh growth russ l | 0.0 | $2.0k | 39.00 | 51.28 |
|
|
| Mallinckrodt Pub | 0.0 | $1.0k | 6.00 | 166.67 |
|
|
| Fi Enhanced Europe 50 Etn | 0.0 | $2.0k | 16.00 | 125.00 |
|
|
| Fi Enhanced Global High Yield | 0.0 | $2.0k | 20.00 | 100.00 |
|
|
| Vodafone Group New Adr F (VOD) | 0.0 | $0 | -48% | 95k | 0.00 |
|
| Voya Financial (VOYA) | 0.0 | $4.0k | 90.00 | 44.44 |
|
|
| Voya Prime Rate Trust sh ben int | 0.0 | $5.0k | 1.0k | 5.00 |
|
|
| Pentair cs (PNR) | 0.0 | $999.960000 | NEW | 13.00 | 76.92 |
|
| Cdk Global Inc equities | 0.0 | $3.0k | NEW | 66.00 | 45.45 |
|
| Rci Hospitality Hldgs (RICK) | 0.0 | $2.0k | NEW | 200.00 | 10.00 |
|
| Newcastle Investment Corporati | 0.0 | $1.0k | NEW | 145.00 | 6.90 |
|
| Tyco International | 0.0 | $3.0k | NEW | 58.00 | 51.72 |
|
| California Resources | 0.0 | $0 | NEW | 10.00 | 0.00 |
|
| New Senior Inv Grp | 0.0 | $2.0k | NEW | 145.00 | 13.79 |
|
Past Filings by Gary Goldberg Planning Services
SEC 13F filings are viewable for Gary Goldberg Planning Services going back to 2013
- Gary Goldberg Planning Services 2014 Q4 filed Feb. 9, 2015
- Gary Goldberg Planning Services 2014 Q3 filed Nov. 10, 2014
- Gary Goldberg Planning Services 2014 Q2 filed Aug. 6, 2014
- Gary Goldberg Planning Services 2014 Q1 filed May 7, 2014
- Gary Goldberg Planning Services 2013 Q4 filed Feb. 5, 2014
- Gary Goldberg Planning Services 2013 Q3 filed Nov. 5, 2013
- Gary Goldberg Planning Services 2013 Q2 filed Aug. 19, 2013
- Gary Goldberg Planning Services 2013 Q1 filed May 24, 2013