S. R. Schill & Associates as of Dec. 31, 2018
Portfolio Holdings for S. R. Schill & Associates
S. R. Schill & Associates holds 75 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
United Parcel Service (UPS) | 22.7 | $32M | 331k | 97.53 | |
iShares MSCI EAFE Value Index (EFV) | 5.6 | $8.0M | 177k | 45.22 | |
iShares MSCI EAFE Growth Index (EFG) | 5.1 | $7.3M | 105k | 69.07 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 4.9 | $7.0M | 140k | 50.13 | |
Medical Properties Trust (MPW) | 4.9 | $7.0M | 433k | 16.08 | |
Vanguard REIT ETF (VNQ) | 4.2 | $6.0M | 80k | 74.57 | |
SPDR Barclays Capital Inter Term (SPTI) | 4.2 | $6.0M | 100k | 59.55 | |
Ishares Tr fltg rate nt (FLOT) | 3.2 | $4.6M | 91k | 50.36 | |
Spdr Ser Tr shrt trsry etf (SPTS) | 3.0 | $4.3M | 145k | 29.58 | |
SPDR Barclays Capital Long Term Tr (SPTL) | 2.3 | $3.3M | 93k | 35.04 | |
iShares Dow Jones US Tele (IYZ) | 2.2 | $3.1M | 117k | 26.35 | |
iShares S&P 500 Value Index (IVE) | 2.0 | $2.8M | 28k | 101.15 | |
iShares Dow Jones US Medical Dev. (IHI) | 1.7 | $2.5M | 12k | 199.77 | |
Flexshares Tr mornstar upstr (GUNR) | 1.7 | $2.5M | 84k | 29.28 | |
Amazon (AMZN) | 1.7 | $2.4M | 1.6k | 1502.19 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.6 | $2.3M | 68k | 34.23 | |
Vanguard High Dividend Yield ETF (VYM) | 1.6 | $2.2M | 29k | 77.98 | |
Johnson & Johnson (JNJ) | 1.3 | $1.8M | 14k | 129.04 | |
Robert Half International (RHI) | 1.2 | $1.7M | 29k | 57.21 | |
Microsoft Corporation (MSFT) | 1.1 | $1.6M | 16k | 101.55 | |
iShares S&P 500 Growth Index (IVW) | 1.1 | $1.6M | 11k | 150.69 | |
Boeing Company (BA) | 1.0 | $1.4M | 4.3k | 322.42 | |
Vanguard Small-Cap ETF (VB) | 1.0 | $1.4M | 11k | 131.96 | |
iShares S&P MidCap 400 Growth (IJK) | 1.0 | $1.4M | 7.2k | 191.23 | |
Intel Corporation (INTC) | 0.9 | $1.3M | 28k | 46.94 | |
UnitedHealth (UNH) | 0.8 | $1.2M | 4.6k | 249.08 | |
Emerson Electric (EMR) | 0.8 | $1.1M | 18k | 59.74 | |
Apple (AAPL) | 0.8 | $1.1M | 6.8k | 157.73 | |
Alerian Mlp Etf | 0.8 | $1.1M | 123k | 8.73 | |
SPDR S&P Metals and Mining (XME) | 0.7 | $1.0M | 40k | 26.19 | |
Walt Disney Company (DIS) | 0.7 | $983k | 9.0k | 109.67 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $937k | 9.6k | 97.61 | |
At&t (T) | 0.7 | $935k | 33k | 28.53 | |
Cisco Systems (CSCO) | 0.6 | $910k | 21k | 43.31 | |
Dominion Resources (D) | 0.6 | $855k | 12k | 71.46 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.6 | $854k | 7.0k | 121.41 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.6 | $778k | 30k | 26.35 | |
Duke Energy (DUK) | 0.5 | $705k | 8.2k | 86.32 | |
Chevron Corporation (CVX) | 0.5 | $702k | 6.5k | 108.74 | |
Realty Income (O) | 0.5 | $643k | 10k | 63.07 | |
Nextera Energy (NEE) | 0.4 | $630k | 3.6k | 173.79 | |
Broadcom (AVGO) | 0.4 | $626k | 2.5k | 254.16 | |
Eli Lilly & Co. (LLY) | 0.4 | $571k | 4.9k | 115.66 | |
Genuine Parts Company (GPC) | 0.4 | $540k | 5.6k | 95.95 | |
PPG Industries (PPG) | 0.4 | $521k | 5.1k | 102.20 | |
Invesco Variable Rate Investment Grade Etf var rate invt (VRIG) | 0.4 | $521k | 21k | 24.64 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.3 | $463k | 5.5k | 83.59 | |
Starwood Property Trust (STWD) | 0.3 | $449k | 23k | 19.71 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $453k | 5.6k | 81.27 | |
Royal Dutch Shell | 0.3 | $436k | 7.5k | 58.26 | |
Verizon Communications (VZ) | 0.3 | $429k | 7.6k | 56.26 | |
Becton, Dickinson and (BDX) | 0.3 | $429k | 1.9k | 225.32 | |
Duff & Phelps Global (DPG) | 0.3 | $426k | 36k | 11.86 | |
Costco Wholesale Corporation (COST) | 0.3 | $406k | 2.0k | 203.92 | |
McDonald's Corporation (MCD) | 0.3 | $392k | 2.2k | 177.46 | |
Danaher Corporation (DHR) | 0.3 | $395k | 3.8k | 103.19 | |
Netflix (NFLX) | 0.3 | $367k | 1.4k | 267.88 | |
Umpqua Holdings Corporation | 0.3 | $366k | 23k | 15.92 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.3 | $364k | 11k | 32.54 | |
Procter & Gamble Company (PG) | 0.2 | $337k | 3.7k | 91.95 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $328k | 2.9k | 114.09 | |
Thermo Fisher Scientific (TMO) | 0.2 | $316k | 1.4k | 224.11 | |
Spdr Ser Tr sp500 high div (SPYD) | 0.2 | $307k | 9.0k | 34.07 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.2 | $296k | 4.9k | 60.20 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $301k | 2.0k | 154.36 | |
Welltower Inc Com reit (WELL) | 0.2 | $284k | 4.1k | 69.47 | |
iShares S&P 100 Index (OEF) | 0.2 | $266k | 2.4k | 111.62 | |
Utilities SPDR (XLU) | 0.2 | $267k | 5.0k | 52.92 | |
Blackrock Build America Bond Trust (BBN) | 0.2 | $273k | 13k | 21.00 | |
Abbvie (ABBV) | 0.2 | $269k | 2.9k | 92.31 | |
Novartis (NVS) | 0.2 | $250k | 2.9k | 85.79 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.2 | $248k | 8.2k | 30.19 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.2 | $234k | 8.6k | 27.18 | |
Dowdupont | 0.1 | $215k | 4.0k | 53.59 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $184k | 48k | 3.86 |