S. R. Schill & Associates as of March 31, 2020
Portfolio Holdings for S. R. Schill & Associates
S. R. Schill & Associates holds 64 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
United Parcel Service (UPS) | 20.7 | $31M | 331k | 93.42 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 8.6 | $13M | 258k | 49.89 | |
SPDR Barclays Capital Inter Term (SPTI) | 8.4 | $13M | 379k | 33.13 | |
SPDR DJ Wilshire Large Cap (SPLG) | 7.2 | $11M | 356k | 30.25 | |
iShares FTSE NAREIT Real Est 50 Ind (USRT) | 6.0 | $9.0M | 229k | 39.17 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 5.1 | $7.6M | 350k | 21.84 | |
Spdr Ser Tr shrt trsry etf (SPTS) | 4.7 | $7.0M | 228k | 30.72 | |
Medical Properties Trust (MPW) | 4.2 | $6.3M | 363k | 17.29 | |
SPDR Barclays Capital Long Term Tr (SPTL) | 3.9 | $5.8M | 123k | 47.24 | |
SPDR DJ Wilshire Mid Cap (SPMD) | 3.2 | $4.8M | 188k | 25.33 | |
Amazon (AMZN) | 2.5 | $3.7M | 1.9k | 1949.13 | |
Flexshares Tr mornstar upstr (GUNR) | 1.9 | $2.9M | 128k | 22.53 | |
Microsoft Corporation (MSFT) | 1.8 | $2.8M | 18k | 157.72 | |
Johnson & Johnson (JNJ) | 1.3 | $1.9M | 15k | 131.11 | |
Technology SPDR (XLK) | 1.2 | $1.8M | 23k | 80.39 | |
Apple (AAPL) | 1.1 | $1.7M | 6.7k | 254.23 | |
Vaneck Vectors Etf Tr Retail E (RTH) | 1.0 | $1.5M | 14k | 105.27 | |
At&t (T) | 0.9 | $1.4M | 48k | 29.16 | |
iShares Dow Jones US Pharm Indx (IHE) | 0.9 | $1.3M | 9.6k | 134.61 | |
Broadcom (AVGO) | 0.8 | $1.2M | 5.1k | 236.99 | |
Intel Corporation (INTC) | 0.8 | $1.2M | 22k | 54.12 | |
Robert Half International (RHI) | 0.7 | $1.1M | 29k | 37.75 | |
UnitedHealth (UNH) | 0.7 | $1.1M | 4.3k | 249.30 | |
Abbott Laboratories (ABT) | 0.7 | $986k | 13k | 78.91 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $946k | 11k | 90.02 | |
Nextera Energy (NEE) | 0.6 | $872k | 3.6k | 240.55 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.5 | $787k | 5.9k | 133.34 | |
Eli Lilly & Co. (LLY) | 0.5 | $685k | 4.9k | 138.75 | |
Boeing Company (BA) | 0.4 | $647k | 4.3k | 149.22 | |
Chevron Corporation (CVX) | 0.4 | $631k | 8.7k | 72.43 | |
Health Care SPDR (XLV) | 0.4 | $599k | 6.8k | 88.56 | |
Costco Wholesale Corporation (COST) | 0.4 | $582k | 2.0k | 285.01 | |
Netflix (NFLX) | 0.4 | $581k | 1.5k | 375.32 | |
Realty Income (O) | 0.3 | $508k | 10k | 49.83 | |
NVIDIA Corporation (NVDA) | 0.3 | $498k | 1.9k | 263.63 | |
Duke Energy (DUK) | 0.3 | $486k | 6.0k | 80.95 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $483k | 5.4k | 89.28 | |
Alerian Mlp Etf | 0.3 | $469k | 136k | 3.44 | |
Verizon Communications (VZ) | 0.3 | $468k | 8.7k | 53.70 | |
Duff & Phelps Global (DPG) | 0.3 | $462k | 49k | 9.45 | |
Thermo Fisher Scientific (TMO) | 0.3 | $430k | 1.5k | 283.83 | |
PPG Industries (PPG) | 0.3 | $426k | 5.1k | 83.56 | |
Walt Disney Company (DIS) | 0.3 | $424k | 4.4k | 96.72 | |
Legg Mason Etf Equity Tr low divi etf (LVHD) | 0.3 | $413k | 16k | 25.78 | |
Procter & Gamble Company (PG) | 0.3 | $403k | 3.7k | 109.96 | |
Genuine Parts Company (GPC) | 0.3 | $379k | 5.6k | 67.34 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $371k | 2.0k | 190.26 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $370k | 4.3k | 86.59 | |
McDonald's Corporation (MCD) | 0.2 | $365k | 2.2k | 165.23 | |
Blackrock Build America Bond Trust (BBN) | 0.2 | $349k | 16k | 21.81 | |
Berkshire Hathaway (BRK.B) | 0.2 | $345k | 1.9k | 183.02 | |
Emerson Electric (EMR) | 0.2 | $313k | 6.6k | 47.66 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.2 | $301k | 4.8k | 62.27 | |
Utilities SPDR (XLU) | 0.2 | $287k | 5.2k | 55.32 | |
Abbvie (ABBV) | 0.2 | $284k | 3.7k | 76.06 | |
iShares S&P 100 Index (OEF) | 0.2 | $283k | 2.4k | 118.76 | |
Electronic Arts (EA) | 0.2 | $268k | 2.7k | 100.04 | |
Starwood Property Trust (STWD) | 0.2 | $239k | 23k | 10.26 | |
Sherwin-Williams Company (SHW) | 0.2 | $230k | 500.00 | 460.00 | |
Royal Dutch Shell | 0.2 | $226k | 6.5k | 34.90 | |
Pepsi (PEP) | 0.1 | $222k | 1.9k | 119.94 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $207k | 1.8k | 117.81 | |
Welltower Inc Com reit (WELL) | 0.1 | $207k | 4.5k | 45.72 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $161k | 48k | 3.38 |