Beck Capital Management as of June 30, 2014
Portfolio Holdings for Beck Capital Management
Beck Capital Management holds 159 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
American Airls (AAL) | 3.2 | $4.8M | 111k | 42.96 | |
Walt Disney Company (DIS) | 2.6 | $3.9M | 46k | 85.75 | |
Apple (AAPL) | 2.5 | $3.8M | 41k | 92.92 | |
Delta Air Lines (DAL) | 2.5 | $3.8M | 99k | 38.72 | |
iShares S&P 500 Index (IVV) | 2.4 | $3.6M | 18k | 197.01 | |
Astrotech | 2.3 | $3.4M | 1.1M | 3.18 | |
Yahoo! | 2.3 | $3.4M | 97k | 35.13 | |
American International (AIG) | 2.2 | $3.3M | 61k | 54.58 | |
Facebook Inc cl a (META) | 2.0 | $3.0M | 45k | 67.29 | |
New York Reit | 2.0 | $3.0M | 274k | 11.06 | |
Nextera Energy (NEE) | 1.7 | $2.6M | 26k | 102.47 | |
Citigroup (C) | 1.6 | $2.4M | 52k | 47.10 | |
PowerShares Water Resources | 1.6 | $2.4M | 90k | 26.58 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 1.6 | $2.4M | 41k | 58.42 | |
Boeing Company (BA) | 1.5 | $2.2M | 17k | 127.23 | |
AllianceBernstein Global Hgh Incm (AWF) | 1.3 | $2.0M | 138k | 14.37 | |
Enterprise Products Partners (EPD) | 1.3 | $2.0M | 25k | 78.30 | |
American Realty Capital Prop | 1.3 | $2.0M | 156k | 12.53 | |
iShares Dow Jones US Home Const. (ITB) | 1.3 | $1.9M | 77k | 24.80 | |
BE Aerospace | 1.2 | $1.8M | 20k | 92.48 | |
Pfizer (PFE) | 1.2 | $1.8M | 60k | 29.68 | |
iShares NASDAQ Biotechnology Index (IBB) | 1.2 | $1.7M | 6.8k | 257.02 | |
SPDR S&P Homebuilders (XHB) | 1.2 | $1.7M | 53k | 32.74 | |
First Trust Amex Biotech Index Fnd (FBT) | 1.2 | $1.7M | 21k | 82.35 | |
Halliburton Company (HAL) | 1.1 | $1.7M | 25k | 71.01 | |
Michael Kors Holdings | 1.1 | $1.6M | 19k | 88.66 | |
First Tr Exch Trd Alpha Fd I europe alpha (FEP) | 1.1 | $1.6M | 47k | 34.69 | |
India Fund (IFN) | 1.1 | $1.6M | 64k | 25.39 | |
Hanesbrands (HBI) | 1.1 | $1.6M | 16k | 98.41 | |
1.1 | $1.6M | 2.7k | 584.56 | ||
Energy Select Sector SPDR (XLE) | 1.0 | $1.6M | 16k | 100.11 | |
Veolia Environnement (VEOEY) | 1.0 | $1.5M | 80k | 18.99 | |
MetLife (MET) | 1.0 | $1.5M | 27k | 55.55 | |
Rydex S&P Equal Weight Technology | 1.0 | $1.5M | 17k | 83.77 | |
First Trust Health Care AlphaDEX (FXH) | 0.9 | $1.4M | 27k | 53.25 | |
Southwest Airlines (LUV) | 0.9 | $1.4M | 53k | 26.87 | |
Targa Res Corp (TRGP) | 0.9 | $1.4M | 10k | 139.55 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.9 | $1.4M | 15k | 94.32 | |
Zillow | 0.9 | $1.4M | 9.7k | 142.96 | |
Whitewave Foods | 0.9 | $1.4M | 42k | 32.38 | |
Google Inc Class C | 0.8 | $1.3M | 2.2k | 575.39 | |
Bank of America Corporation (BAC) | 0.8 | $1.2M | 81k | 15.37 | |
Claymore S&P Global Water Index | 0.8 | $1.2M | 39k | 30.12 | |
Genworth Financial (GNW) | 0.8 | $1.2M | 67k | 17.39 | |
Powershares Etf Tr Ii s^p500 low vol | 0.8 | $1.2M | 32k | 35.58 | |
Corenergy Infrastructure Tr | 0.8 | $1.2M | 156k | 7.41 | |
Nike (NKE) | 0.8 | $1.1M | 15k | 77.52 | |
Targa Resources Partners | 0.7 | $1.1M | 16k | 71.86 | |
iShares Dow Jones US Financial Svc. (IYG) | 0.7 | $1.1M | 13k | 84.40 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.7 | $1.1M | 36k | 30.51 | |
KKR & Co | 0.7 | $1.1M | 44k | 24.33 | |
Nielsen Holdings Nv | 0.7 | $1.0M | 21k | 48.41 | |
American Rlty Cap Pptys Inc Pfd Ser F equity | 0.7 | $998k | 43k | 23.39 | |
Jp Morgan Alerian Mlp Index | 0.7 | $972k | 19k | 52.36 | |
SPDR KBW Insurance (KIE) | 0.6 | $958k | 15k | 64.15 | |
General Electric Company | 0.6 | $926k | 35k | 26.27 | |
UnitedHealth (UNH) | 0.6 | $903k | 11k | 81.74 | |
First Trust ISE Water Index Fund (FIW) | 0.6 | $907k | 26k | 34.57 | |
Homeaway | 0.6 | $845k | 24k | 34.84 | |
Sarepta Therapeutics (SRPT) | 0.6 | $847k | 28k | 29.78 | |
Home Depot (HD) | 0.5 | $794k | 9.8k | 80.90 | |
Under Armour (UAA) | 0.5 | $792k | 13k | 59.48 | |
Avago Technologies | 0.5 | $803k | 11k | 72.05 | |
ProShares Ultra S&P500 (SSO) | 0.5 | $784k | 6.8k | 115.77 | |
Claymore Exchange Trd Fd Tr gugg shippng etf | 0.5 | $788k | 34k | 22.88 | |
Walgreen Company | 0.5 | $772k | 10k | 74.11 | |
Organovo Holdings | 0.5 | $770k | 92k | 8.36 | |
Comcast Corporation (CMCSA) | 0.5 | $749k | 14k | 53.71 | |
First Trust Morningstar Divid Ledr (FDL) | 0.5 | $745k | 31k | 23.78 | |
Ubs Ag Jersey Brh Alerian Infrst | 0.5 | $747k | 17k | 44.56 | |
Carlyle Group | 0.5 | $743k | 22k | 33.96 | |
SPDR KBW Regional Banking (KRE) | 0.5 | $671k | 17k | 40.29 | |
Hldgs (UAL) | 0.5 | $680k | 17k | 41.05 | |
Blackstone | 0.4 | $669k | 20k | 33.43 | |
Macy's (M) | 0.4 | $630k | 11k | 58.01 | |
iShares Dow Jones US Financial (IYF) | 0.4 | $637k | 7.7k | 83.11 | |
Nuveen Energy Mlp Total Return etf | 0.4 | $633k | 29k | 22.23 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $621k | 5.6k | 111.27 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $595k | 8.7k | 68.38 | |
Ford Motor Company (F) | 0.4 | $599k | 35k | 17.23 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $596k | 8.4k | 70.81 | |
3M Company (MMM) | 0.4 | $593k | 4.1k | 143.13 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $593k | 7.6k | 77.98 | |
Verizon Communications (VZ) | 0.4 | $579k | 12k | 48.94 | |
TJX Companies (TJX) | 0.4 | $577k | 11k | 53.16 | |
American Tower Reit (AMT) | 0.4 | $567k | 6.3k | 90.03 | |
Xerox Corporation | 0.4 | $556k | 45k | 12.45 | |
Teekay Lng Partners | 0.4 | $554k | 12k | 46.15 | |
Claymore Exchange-traded Fd gugg spinoff etf | 0.4 | $553k | 12k | 46.26 | |
Gilead Sciences (GILD) | 0.4 | $536k | 6.5k | 82.91 | |
iShares Dow Jones US Reg Banks Ind. (IAT) | 0.4 | $545k | 16k | 34.66 | |
Johnson & Johnson (JNJ) | 0.3 | $521k | 5.0k | 104.60 | |
Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.3 | $534k | 19k | 27.90 | |
Energy Transfer Partners | 0.3 | $494k | 8.5k | 58.02 | |
H&R Block (HRB) | 0.3 | $475k | 14k | 33.53 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $444k | 7.7k | 57.65 | |
Pepsi (PEP) | 0.3 | $454k | 5.1k | 89.39 | |
Magellan Midstream Partners | 0.3 | $451k | 5.4k | 84.06 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.3 | $444k | 4.7k | 95.14 | |
Advisorshares Tr trimtabs flt (SURE) | 0.3 | $457k | 8.9k | 51.26 | |
Abbvie (ABBV) | 0.3 | $453k | 8.0k | 56.43 | |
Diageo (DEO) | 0.3 | $391k | 3.1k | 127.32 | |
Energy Transfer Equity (ET) | 0.2 | $377k | 6.4k | 58.91 | |
Pilgrim's Pride Corporation (PPC) | 0.2 | $375k | 14k | 27.39 | |
Tenaris (TS) | 0.2 | $355k | 7.5k | 47.14 | |
Berkshire Hathaway (BRK.B) | 0.2 | $363k | 2.9k | 126.48 | |
First Tr Inter Duration Pfd & Income (FPF) | 0.2 | $358k | 16k | 22.85 | |
MasterCard Incorporated (MA) | 0.2 | $350k | 4.8k | 73.38 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $345k | 3.0k | 114.81 | |
Visa (V) | 0.2 | $348k | 1.7k | 210.65 | |
PowerShares Dynamic Pharmaceuticals | 0.2 | $353k | 5.8k | 61.07 | |
Cambria Etf Tr shshld yield etf (SYLD) | 0.2 | $347k | 11k | 30.75 | |
Hd Supply | 0.2 | $340k | 12k | 28.39 | |
TC Pipelines | 0.2 | $334k | 6.5k | 51.58 | |
iShares Dow Jones US Healthcare (IYH) | 0.2 | $330k | 2.6k | 128.40 | |
D Spdr Series Trust (XTN) | 0.2 | $316k | 3.4k | 93.71 | |
First Tr Energy Infrastrctr | 0.2 | $314k | 13k | 23.75 | |
Wells Fargo & Company (WFC) | 0.2 | $296k | 5.6k | 52.58 | |
Invesco Mortgage Capital | 0.2 | $308k | 18k | 17.35 | |
Corning Incorporated (GLW) | 0.2 | $293k | 13k | 21.97 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $281k | 3.6k | 77.60 | |
Ares Capital Corporation (ARCC) | 0.2 | $283k | 16k | 17.88 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $293k | 1.7k | 167.91 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $280k | 33k | 8.38 | |
Directv | 0.2 | $286k | 3.4k | 84.87 | |
Ross Stores (ROST) | 0.2 | $273k | 4.1k | 66.18 | |
Kayne Anderson Energy Total Return Fund | 0.2 | $266k | 8.2k | 32.48 | |
Arris | 0.2 | $278k | 8.6k | 32.48 | |
Exxon Mobil Corporation (XOM) | 0.2 | $250k | 2.5k | 100.52 | |
Schlumberger (SLB) | 0.2 | $249k | 2.1k | 117.73 | |
PICO Holdings | 0.2 | $263k | 11k | 23.79 | |
Alerian Mlp Etf | 0.2 | $249k | 13k | 19.01 | |
Rydex Etf Trust s^p500 pur val | 0.2 | $251k | 4.6k | 54.45 | |
Abbott Laboratories (ABT) | 0.2 | $244k | 6.0k | 40.93 | |
Broadcom Corporation | 0.2 | $236k | 6.4k | 37.17 | |
Alliance Holdings GP | 0.2 | $238k | 3.7k | 64.67 | |
Generac Holdings (GNRC) | 0.2 | $248k | 5.1k | 48.81 | |
Market Vectors Etf Tr mktvec mornstr | 0.2 | $242k | 7.9k | 30.59 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $223k | 4.2k | 52.53 | |
United Technologies Corporation | 0.1 | $219k | 1.9k | 115.57 | |
Starbucks Corporation (SBUX) | 0.1 | $220k | 2.8k | 77.30 | |
Baidu (BIDU) | 0.1 | $224k | 1.2k | 186.67 | |
Western Gas Partners | 0.1 | $220k | 2.9k | 76.52 | |
AllianceBernstein Holding (AB) | 0.1 | $233k | 9.0k | 25.87 | |
Plains All American Pipeline (PAA) | 0.1 | $228k | 3.8k | 60.08 | |
Tata Motors | 0.1 | $226k | 5.8k | 39.10 | |
Cheniere Energy (LNG) | 0.1 | $229k | 3.2k | 71.67 | |
Devon Energy Corporation (DVN) | 0.1 | $217k | 2.7k | 79.34 | |
Allstate Corporation (ALL) | 0.1 | $206k | 3.5k | 58.77 | |
Lowe's Companies (LOW) | 0.1 | $214k | 4.5k | 48.04 | |
Market Vectors Agribusiness | 0.1 | $209k | 3.8k | 55.03 | |
PowerShares FTSE RAFI US 1000 | 0.1 | $206k | 2.3k | 88.41 | |
iShares S&P Global Telecommunicat. (IXP) | 0.1 | $207k | 3.3k | 63.13 | |
Vanguard Industrials ETF (VIS) | 0.1 | $205k | 2.0k | 104.06 | |
Access Midstream Partners, L.p | 0.1 | $216k | 3.4k | 63.53 | |
STMicroelectronics (STM) | 0.1 | $128k | 14k | 8.92 | |
Fortescue Metal Group (FSUMF) | 0.1 | $93k | 23k | 4.09 | |
LTWC Corporation (LTWC) | 0.0 | $0 | 12k | 0.00 | |
Techlite Inc Com equity | 0.0 | $0 | 38k | 0.00 |