Beck Capital Management as of Sept. 30, 2014
Portfolio Holdings for Beck Capital Management
Beck Capital Management holds 148 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Yahoo! | 3.5 | $5.0M | 121k | 41.09 | |
Apple (AAPL) | 3.4 | $4.8M | 47k | 101.01 | |
Amazon (AMZN) | 2.9 | $4.1M | 54k | 75.92 | |
Walt Disney Company (DIS) | 2.9 | $4.0M | 47k | 85.70 | |
iShares S&P 500 Index (IVV) | 2.9 | $4.0M | 21k | 193.90 | |
American International (AIG) | 2.2 | $3.1M | 61k | 50.42 | |
Astrotech | 2.2 | $3.1M | 1.3M | 2.41 | |
Palo Alto Networks (PANW) | 2.1 | $3.0M | 29k | 102.73 | |
Citigroup (C) | 2.1 | $2.9M | 57k | 51.15 | |
New York Reit | 1.8 | $2.6M | 239k | 10.84 | |
Boeing Company (BA) | 1.8 | $2.5M | 21k | 122.75 | |
Nextera Energy (NEE) | 1.8 | $2.5M | 27k | 93.60 | |
Southwest Airlines (LUV) | 1.6 | $2.2M | 72k | 31.32 | |
Hain Celestial (HAIN) | 1.6 | $2.2M | 22k | 100.29 | |
PowerShares Water Resources | 1.5 | $2.1M | 88k | 23.99 | |
Whitewave Foods | 1.5 | $2.1M | 59k | 35.17 | |
First Trust Amex Biotech Index Fnd (FBT) | 1.4 | $2.0M | 23k | 89.08 | |
India Fund (IFN) | 1.4 | $1.9M | 74k | 26.33 | |
iShares NASDAQ Biotechnology Index (IBB) | 1.3 | $1.9M | 7.0k | 268.01 | |
Fortinet (FTNT) | 1.3 | $1.8M | 76k | 24.37 | |
Hanesbrands (HBI) | 1.3 | $1.8M | 17k | 108.63 | |
1.3 | $1.8M | 3.1k | 570.70 | ||
Enterprise Products Partners (EPD) | 1.2 | $1.8M | 48k | 36.81 | |
JetBlue Airways Corporation (JBLU) | 1.2 | $1.7M | 163k | 10.68 | |
Bank of America Corporation (BAC) | 1.2 | $1.7M | 102k | 16.59 | |
Genworth Financial (GNW) | 1.2 | $1.7M | 132k | 12.64 | |
American Realty Capital Prop | 1.1 | $1.6M | 141k | 11.58 | |
EXACT Sciences Corporation (EXAS) | 1.1 | $1.5M | 85k | 18.12 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.1 | $1.5M | 22k | 68.77 | |
Rydex S&P Equal Weight Technology | 1.1 | $1.5M | 18k | 82.07 | |
First Trust Health Care AlphaDEX (FXH) | 1.1 | $1.5M | 27k | 55.25 | |
Lo (LOCO) | 1.0 | $1.5M | 40k | 36.35 | |
Delta Air Lines (DAL) | 1.0 | $1.4M | 42k | 33.71 | |
Nike (NKE) | 1.0 | $1.4M | 16k | 87.21 | |
iShares S&P Global Healthcare Sect. (IXJ) | 1.0 | $1.4M | 15k | 95.52 | |
Google Inc Class C | 1.0 | $1.4M | 2.4k | 561.01 | |
Greenbrier Companies (GBX) | 0.9 | $1.3M | 23k | 56.41 | |
Powershares Etf Tr Ii s^p500 low vol | 0.9 | $1.3M | 36k | 34.82 | |
SPDR S&P Homebuilders (XHB) | 0.8 | $1.2M | 40k | 29.15 | |
iShares Dow Jones US Financial Svc. (IYG) | 0.8 | $1.2M | 14k | 84.09 | |
American Airls (AAL) | 0.8 | $1.2M | 36k | 31.99 | |
Corenergy Infrastructure Tr | 0.8 | $1.1M | 154k | 7.33 | |
Targa Res Corp (TRGP) | 0.8 | $1.1M | 8.8k | 126.22 | |
Under Armour (UAA) | 0.8 | $1.1M | 16k | 65.37 | |
Facebook Inc cl a (META) | 0.7 | $1.0M | 39k | 26.86 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.7 | $1.0M | 37k | 27.84 | |
Targa Resources Partners | 0.7 | $943k | 14k | 65.71 | |
Hd Supply | 0.7 | $953k | 10k | 93.07 | |
UnitedHealth (UNH) | 0.7 | $918k | 11k | 84.98 | |
iShares Russell 3000 Index (IWV) | 0.7 | $923k | 8.1k | 113.96 | |
D.R. Horton (DHI) | 0.6 | $902k | 44k | 20.63 | |
Avago Technologies | 0.6 | $886k | 11k | 80.62 | |
Jp Morgan Alerian Mlp Index | 0.6 | $895k | 18k | 49.47 | |
Gilead Sciences (GILD) | 0.6 | $864k | 8.2k | 105.82 | |
Veolia Environnement (VEOEY) | 0.6 | $866k | 52k | 16.54 | |
Claymore S&P Global Water Index | 0.6 | $794k | 30k | 26.55 | |
Mobileye | 0.6 | $798k | 15k | 54.18 | |
Ubs Ag Jersey Brh Alerian Infrst | 0.5 | $762k | 18k | 42.34 | |
First Trust Morningstar Divid Ledr (FDL) | 0.5 | $726k | 31k | 23.17 | |
First Trust ISE Water Index Fund (FIW) | 0.5 | $717k | 23k | 30.99 | |
Walgreen Company | 0.5 | $708k | 12k | 61.53 | |
Xerox Corporation | 0.5 | $704k | 55k | 12.76 | |
TJX Companies (TJX) | 0.5 | $696k | 12k | 60.50 | |
American Rlty Cap Pptys Inc Pfd Ser F equity | 0.5 | $692k | 30k | 23.15 | |
Comcast Corporation (CMCSA) | 0.5 | $668k | 13k | 53.31 | |
iShares Dow Jones US Financial (IYF) | 0.5 | $647k | 7.9k | 82.42 | |
Home Depot (HD) | 0.4 | $628k | 18k | 34.45 | |
Bunge | 0.4 | $621k | 7.5k | 83.36 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $605k | 10k | 59.10 | |
General Electric Company | 0.4 | $613k | 25k | 24.78 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $605k | 5.6k | 108.40 | |
WisdomTree Japan Total Dividend (DXJ) | 0.4 | $603k | 12k | 48.90 | |
American Tower Reit (AMT) | 0.4 | $602k | 6.3k | 94.82 | |
Microsoft Corporation (MSFT) | 0.4 | $591k | 13k | 45.86 | |
Claymore Exchange Trd Fd Tr gugg shippng etf | 0.4 | $595k | 31k | 19.09 | |
Nuveen Energy Mlp Total Return etf | 0.4 | $597k | 29k | 20.88 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $585k | 8.4k | 69.87 | |
3M Company (MMM) | 0.4 | $567k | 4.1k | 138.53 | |
Intel Corporation (INTC) | 0.4 | $542k | 16k | 33.62 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $541k | 7.2k | 75.66 | |
Macy's (M) | 0.4 | $526k | 9.3k | 56.40 | |
Sarepta Therapeutics (SRPT) | 0.4 | $521k | 26k | 19.84 | |
Johnson & Johnson (JNJ) | 0.4 | $508k | 5.0k | 101.99 | |
Verizon Communications (VZ) | 0.4 | $510k | 10k | 48.89 | |
Magellan Midstream Partners | 0.4 | $513k | 6.5k | 78.33 | |
KKR & Co | 0.3 | $499k | 24k | 20.98 | |
Claymore Exchange-traded Fd gugg spinoff etf | 0.3 | $499k | 11k | 43.83 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.3 | $486k | 5.1k | 95.33 | |
First Tr Energy Infrastrctr | 0.3 | $476k | 21k | 22.99 | |
Pepsi (PEP) | 0.3 | $461k | 4.9k | 93.51 | |
iShares Dow Jones US Reg Banks Ind. (IAT) | 0.3 | $465k | 14k | 32.22 | |
Energy Transfer Partners | 0.3 | $447k | 7.4k | 60.73 | |
SPDR KBW Regional Banking (KRE) | 0.3 | $450k | 12k | 36.84 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.3 | $456k | 8.0k | 57.31 | |
Advisorshares Tr trimtabs flt (SURE) | 0.3 | $453k | 9.0k | 50.53 | |
Abbvie (ABBV) | 0.3 | $456k | 8.0k | 56.74 | |
United Development Funding closely held st | 0.3 | $447k | 23k | 19.71 | |
Teekay Lng Partners | 0.3 | $441k | 11k | 39.18 | |
Baidu (BIDU) | 0.3 | $428k | 2.0k | 212.94 | |
Blackstone | 0.3 | $407k | 14k | 29.77 | |
Pilgrim's Pride Corporation (PPC) | 0.3 | $393k | 12k | 31.59 | |
Organovo Holdings | 0.3 | $392k | 65k | 6.00 | |
Berkshire Hathaway (BRK.B) | 0.3 | $387k | 2.8k | 137.23 | |
H&R Block (HRB) | 0.3 | $375k | 13k | 28.92 | |
Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.3 | $374k | 15k | 24.96 | |
TC Pipelines | 0.2 | $357k | 5.3k | 67.04 | |
MasterCard Incorporated (MA) | 0.2 | $343k | 4.8k | 71.91 | |
Diageo (DEO) | 0.2 | $345k | 3.1k | 112.71 | |
Ford Motor Company (F) | 0.2 | $334k | 24k | 13.85 | |
Visa (V) | 0.2 | $343k | 1.7k | 207.63 | |
Chipotle Mexican Grill (CMG) | 0.2 | $335k | 507.00 | 660.75 | |
iShares Dow Jones US Healthcare (IYH) | 0.2 | $342k | 2.6k | 133.07 | |
PowerShares Dynamic Pharmaceuticals | 0.2 | $341k | 5.4k | 63.15 | |
Ross Stores (ROST) | 0.2 | $308k | 4.1k | 76.05 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $316k | 3.0k | 105.16 | |
Nielsen Holdings Nv | 0.2 | $311k | 7.5k | 41.27 | |
0.2 | $312k | 5.6k | 55.37 | ||
Tenaris (TS) | 0.2 | $292k | 7.2k | 40.81 | |
Energy Transfer Equity (ET) | 0.2 | $294k | 5.6k | 52.97 | |
Directv | 0.2 | $292k | 3.4k | 86.65 | |
Cambria Etf Tr shshld yield etf (SYLD) | 0.2 | $298k | 10k | 29.33 | |
Plains All American Pipeline (PAA) | 0.2 | $283k | 5.2k | 54.81 | |
Cheniere Energy (LNG) | 0.2 | $278k | 4.1k | 67.15 | |
Neuberger Berman Mlp Income (NML) | 0.2 | $276k | 14k | 20.07 | |
Broadcom Corporation | 0.2 | $274k | 7.2k | 38.06 | |
Icahn Enterprises (IEP) | 0.2 | $275k | 2.6k | 104.32 | |
Abbott Laboratories (ABT) | 0.2 | $248k | 6.0k | 41.60 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $255k | 3.5k | 72.42 | |
Alerian Mlp Etf | 0.2 | $249k | 14k | 18.32 | |
Alcoa | 0.2 | $241k | 16k | 15.37 | |
Lowe's Companies (LOW) | 0.2 | $240k | 4.5k | 53.87 | |
Ares Capital Corporation (ARCC) | 0.2 | $235k | 15k | 15.95 | |
Rydex Etf Trust s^p500 pur val | 0.2 | $235k | 4.6k | 51.37 | |
Market Vectors Etf Tr mktvec mornstr | 0.2 | $242k | 7.9k | 30.59 | |
Corning Incorporated (GLW) | 0.2 | $223k | 12k | 18.60 | |
Wells Fargo & Company (WFC) | 0.2 | $224k | 4.4k | 51.03 | |
Alliance Holdings GP | 0.2 | $225k | 3.6k | 63.36 | |
Invesco Mortgage Capital | 0.2 | $223k | 14k | 15.96 | |
Kayne Anderson Energy Total Return Fund | 0.2 | $233k | 7.9k | 29.35 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $226k | 28k | 8.11 | |
Allstate Corporation (ALL) | 0.1 | $208k | 3.4k | 61.09 | |
Starbucks Corporation (SBUX) | 0.1 | $213k | 2.9k | 74.58 | |
Access Midstream Partners, L.p | 0.1 | $206k | 3.4k | 60.59 | |
Summit Midstream Partners | 0.1 | $208k | 4.4k | 47.43 | |
Tata Motors | 0.1 | $202k | 4.6k | 44.10 | |
D Spdr Series Trust (XTN) | 0.1 | $202k | 2.3k | 87.94 | |
LTWC Corporation (LTWC) | 0.0 | $0 | 12k | 0.00 | |
Techlite Inc Com equity | 0.0 | $0 | 38k | 0.00 |