S. R. Schill & Associates as of June 30, 2019
Portfolio Holdings for S. R. Schill & Associates
S. R. Schill & Associates holds 76 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
United Parcel Service (UPS) | 21.1 | $34M | 331k | 103.27 | |
SPDR Barclays Capital Inter Term (SPTI) | 8.2 | $13M | 215k | 61.80 | |
iShares MSCI EAFE Growth Index (EFG) | 5.9 | $9.5M | 118k | 80.77 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 5.7 | $9.3M | 303k | 30.64 | |
Spdr Ser Tr shrt trsry etf (SPTS) | 4.4 | $7.1M | 238k | 30.00 | |
iShares MSCI EAFE Value Index (EFV) | 4.4 | $7.1M | 148k | 48.07 | |
SPDR Barclays Capital Long Term Tr (SPTL) | 3.7 | $6.0M | 156k | 38.16 | |
Vanguard REIT ETF (VNQ) | 3.6 | $5.8M | 66k | 87.41 | |
iShares FTSE NAREIT Real Est 50 Ind (USRT) | 2.7 | $4.3M | 83k | 52.01 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 2.4 | $3.9M | 100k | 38.73 | |
Amazon (AMZN) | 2.1 | $3.3M | 1.8k | 1893.54 | |
iShares S&P 500 Value Index (IVE) | 1.8 | $2.9M | 25k | 116.58 | |
Medical Properties Trust (MPW) | 1.7 | $2.7M | 157k | 17.44 | |
iShares Dow Jones US Tele (IYZ) | 1.7 | $2.7M | 93k | 29.45 | |
Flexshares Tr mornstar upstr (GUNR) | 1.5 | $2.4M | 73k | 33.00 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 1.5 | $2.4M | 77k | 31.28 | |
Microsoft Corporation (MSFT) | 1.4 | $2.3M | 17k | 133.95 | |
Johnson & Johnson (JNJ) | 1.2 | $1.9M | 14k | 139.30 | |
Ishares Tr fltg rate nt (FLOT) | 1.1 | $1.8M | 35k | 50.92 | |
Robert Half International (RHI) | 1.0 | $1.6M | 29k | 57.01 | |
Boeing Company (BA) | 1.0 | $1.6M | 4.4k | 364.07 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.9 | $1.5M | 6.3k | 240.71 | |
UnitedHealth (UNH) | 0.8 | $1.4M | 5.5k | 244.00 | |
SPDR S&P Dividend (SDY) | 0.8 | $1.3M | 13k | 100.89 | |
Apple (AAPL) | 0.8 | $1.3M | 6.6k | 197.98 | |
iShares S&P 500 Growth Index (IVW) | 0.8 | $1.3M | 7.2k | 179.26 | |
Spdr Index Shs Fds s^p global nat res (GNR) | 0.8 | $1.2M | 27k | 45.89 | |
Intel Corporation (INTC) | 0.8 | $1.2M | 25k | 47.87 | |
At&t (T) | 0.7 | $1.2M | 36k | 33.50 | |
Alerian Mlp Etf | 0.7 | $1.1M | 113k | 9.85 | |
Walt Disney Company (DIS) | 0.7 | $1.1M | 7.9k | 139.63 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.1M | 9.7k | 111.85 | |
Cisco Systems (CSCO) | 0.7 | $1.1M | 20k | 54.73 | |
Vanguard Small-Cap ETF (VB) | 0.6 | $1.0M | 6.5k | 156.70 | |
Emerson Electric (EMR) | 0.6 | $997k | 15k | 66.69 | |
Zoetis Inc Cl A (ZTS) | 0.5 | $853k | 7.5k | 113.48 | |
Broadcom (AVGO) | 0.5 | $817k | 2.8k | 287.88 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.5 | $788k | 6.3k | 125.82 | |
Nextera Energy (NEE) | 0.5 | $743k | 3.6k | 204.97 | |
Duke Energy (DUK) | 0.5 | $721k | 8.2k | 88.28 | |
Realty Income (O) | 0.4 | $703k | 10k | 68.96 | |
Chevron Corporation (CVX) | 0.4 | $673k | 5.4k | 124.38 | |
Dominion Resources (D) | 0.4 | $643k | 8.3k | 77.27 | |
PPG Industries (PPG) | 0.4 | $595k | 5.1k | 116.71 | |
Genuine Parts Company (GPC) | 0.4 | $583k | 5.6k | 103.59 | |
Thermo Fisher Scientific (TMO) | 0.4 | $578k | 2.0k | 293.85 | |
Costco Wholesale Corporation (COST) | 0.3 | $572k | 2.2k | 264.08 | |
Eli Lilly & Co. (LLY) | 0.3 | $547k | 4.9k | 110.80 | |
Duff & Phelps Global (DPG) | 0.3 | $551k | 36k | 15.30 | |
Netflix (NFLX) | 0.3 | $540k | 1.5k | 367.35 | |
Invesco Variable Rate Investment Grade Etf var rate invt (VRIG) | 0.3 | $526k | 21k | 24.88 | |
Abbott Laboratories (ABT) | 0.3 | $525k | 6.2k | 84.13 | |
Royal Dutch Shell | 0.3 | $487k | 7.5k | 65.07 | |
McDonald's Corporation (MCD) | 0.3 | $459k | 2.2k | 207.79 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $455k | 5.3k | 86.47 | |
Verizon Communications (VZ) | 0.3 | $429k | 7.5k | 57.09 | |
Procter & Gamble Company (PG) | 0.2 | $402k | 3.7k | 109.69 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $404k | 4.8k | 84.80 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $383k | 2.9k | 133.22 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $364k | 2.0k | 186.67 | |
Starwood Property Trust (STWD) | 0.2 | $353k | 16k | 22.74 | |
Blackrock Build America Bond Trust (BBN) | 0.2 | $356k | 15k | 23.73 | |
Umpqua Holdings Corporation | 0.2 | $345k | 21k | 16.57 | |
Welltower Inc Com reit (WELL) | 0.2 | $333k | 4.1k | 81.46 | |
iShares S&P 100 Index (OEF) | 0.2 | $309k | 2.4k | 129.67 | |
Utilities SPDR (XLU) | 0.2 | $300k | 5.0k | 59.62 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.2 | $302k | 4.9k | 61.02 | |
Becton, Dickinson and (BDX) | 0.2 | $268k | 1.1k | 252.12 | |
Caterpillar (CAT) | 0.1 | $240k | 1.8k | 136.29 | |
Pepsi (PEP) | 0.1 | $243k | 1.9k | 131.28 | |
Sherwin-Williams Company (SHW) | 0.1 | $229k | 500.00 | 458.00 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $231k | 7.5k | 30.84 | |
Lockheed Martin Corporation (LMT) | 0.1 | $208k | 573.00 | 363.00 | |
Danaher Corporation (DHR) | 0.1 | $209k | 1.5k | 142.86 | |
Abbvie (ABBV) | 0.1 | $212k | 2.9k | 72.75 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $199k | 48k | 4.18 |