LLBH Private Wealth Management as of June 30, 2016
Portfolio Holdings for LLBH Private Wealth Management
LLBH Private Wealth Management holds 65 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Lions Gate Entertainment | 35.9 | $69M | 3.4M | 20.23 | |
Videocon D2h | 23.6 | $45M | 5.3M | 8.48 | |
Kite Pharma | 6.5 | $13M | 250k | 50.00 | |
First Trust Energy Income & Gr | 4.5 | $8.6M | 338k | 25.48 | |
Global Eagle Acquisition Cor | 3.8 | $7.2M | 1.1M | 6.64 | |
Exxon Mobil Corporation (XOM) | 3.7 | $7.1M | 76k | 93.74 | |
Apple (AAPL) | 2.2 | $4.2M | 44k | 95.61 | |
Johnson & Johnson (JNJ) | 1.2 | $2.2M | 19k | 121.31 | |
General Electric Company | 1.1 | $2.0M | 65k | 31.48 | |
Pepsi (PEP) | 1.0 | $2.0M | 19k | 105.94 | |
Berkshire Hathaway (BRK.A) | 1.0 | $2.0M | 9.00 | 217000.00 | |
FactSet Research Systems (FDS) | 0.9 | $1.6M | 10k | 161.41 | |
Acacia Research Corporation (ACTG) | 0.8 | $1.5M | 346k | 4.40 | |
At&t (T) | 0.7 | $1.3M | 31k | 43.21 | |
Coca-Cola Company (KO) | 0.7 | $1.3M | 29k | 45.31 | |
Southern Company (SO) | 0.7 | $1.3M | 23k | 53.62 | |
Pfizer (PFE) | 0.5 | $986k | 28k | 35.21 | |
Boeing Company (BA) | 0.5 | $937k | 7.2k | 129.92 | |
Walt Disney Company (DIS) | 0.5 | $925k | 9.5k | 97.85 | |
Intel Corporation (INTC) | 0.5 | $893k | 27k | 32.78 | |
International Business Machines (IBM) | 0.5 | $882k | 5.8k | 151.78 | |
Berkshire Hathaway (BRK.B) | 0.4 | $845k | 5.8k | 144.82 | |
Procter & Gamble Company (PG) | 0.4 | $846k | 10k | 84.62 | |
CBS Corporation | 0.4 | $804k | 15k | 54.43 | |
Dominion Diamond Corp foreign | 0.4 | $770k | 88k | 8.80 | |
Liberty Global Inc Com Ser A | 0.4 | $728k | 25k | 29.06 | |
Cbre Group Inc Cl A (CBRE) | 0.3 | $662k | 25k | 26.48 | |
Home Depot (HD) | 0.3 | $609k | 4.8k | 127.73 | |
Colgate-Palmolive Company (CL) | 0.3 | $586k | 8.0k | 73.18 | |
Facebook Inc cl a (META) | 0.3 | $602k | 5.3k | 114.34 | |
Wal-Mart Stores (WMT) | 0.3 | $553k | 7.6k | 72.98 | |
Chevron Corporation (CVX) | 0.3 | $562k | 5.4k | 104.75 | |
Verizon Communications (VZ) | 0.3 | $553k | 9.9k | 55.88 | |
First Tr Energy Infrastrctr | 0.3 | $512k | 29k | 17.45 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $497k | 8.0k | 62.16 | |
American Express Company (AXP) | 0.2 | $484k | 8.0k | 60.77 | |
Capricor Therapeutics | 0.2 | $472k | 120k | 3.95 | |
United Technologies Corporation | 0.2 | $454k | 4.4k | 102.60 | |
Yum! Brands (YUM) | 0.2 | $436k | 5.3k | 82.94 | |
Merck & Co (MRK) | 0.2 | $420k | 7.3k | 57.68 | |
Hasbro (HAS) | 0.2 | $398k | 4.7k | 84.02 | |
Bank of America Corporation (BAC) | 0.2 | $374k | 28k | 13.28 | |
McDonald's Corporation (MCD) | 0.2 | $391k | 3.2k | 120.42 | |
Microsoft Corporation (MSFT) | 0.2 | $369k | 7.2k | 51.21 | |
3M Company (MMM) | 0.2 | $356k | 2.0k | 174.94 | |
General Mills (GIS) | 0.2 | $357k | 5.0k | 71.37 | |
Cisco Systems (CSCO) | 0.2 | $351k | 12k | 28.71 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $350k | 498.00 | 702.81 | |
Bristol Myers Squibb (BMY) | 0.2 | $328k | 4.5k | 73.48 | |
Honeywell International (HON) | 0.2 | $333k | 2.9k | 116.19 | |
Taubman Centers | 0.2 | $326k | 4.4k | 74.09 | |
Union Pacific Corporation (UNP) | 0.1 | $279k | 3.2k | 87.19 | |
Kayne Anderson MLP Investment (KYN) | 0.1 | $293k | 14k | 20.32 | |
Kayne Anderson Energy Total Return Fund | 0.1 | $283k | 26k | 10.88 | |
Exelon Corporation (EXC) | 0.1 | $254k | 7.0k | 36.40 | |
Kellogg Company (K) | 0.1 | $227k | 2.8k | 81.63 | |
Sealed Air (SEE) | 0.1 | $217k | 4.7k | 45.87 | |
Hershey Company (HSY) | 0.1 | $204k | 1.8k | 113.33 | |
Nexstar Broadcasting (NXST) | 0.1 | $214k | 4.5k | 47.56 | |
Fresenius Medical Care AG & Co. (FMS) | 0.1 | $206k | 4.7k | 43.51 | |
Vanguard Long-Term Bond ETF (BLV) | 0.1 | $220k | 2.2k | 98.17 | |
Eversource Energy (ES) | 0.1 | $200k | 3.3k | 59.97 | |
Radio One | 0.1 | $88k | 28k | 3.20 | |
Orexigen Therapeutics | 0.0 | $12k | 29k | 0.42 | |
First Tr Mlp & Energy Income | 0.0 | $0 | 18k | 0.00 |