Steinberg Global Asset Management as of March 31, 2013
Portfolio Holdings for Steinberg Global Asset Management
Steinberg Global Asset Management holds 212 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Lehman Aggregate Bond (AGG) | 5.4 | $22M | 200k | 110.73 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 3.7 | $15M | 376k | 40.52 | |
iShares S&P 500 Growth Index (IVW) | 3.4 | $14M | 169k | 82.38 | |
Pimco Total Return Etf totl (BOND) | 3.3 | $14M | 123k | 109.78 | |
SPDR S&P Dividend (SDY) | 3.2 | $13M | 198k | 65.99 | |
iShares S&P 500 Value Index (IVE) | 3.0 | $13M | 170k | 73.80 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 2.4 | $9.9M | 183k | 54.27 | |
iShares S&P MidCap 400 Index (IJH) | 2.4 | $9.9M | 86k | 115.07 | |
iShares S&P SmallCap 600 Index (IJR) | 2.4 | $9.8M | 112k | 87.06 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.3 | $9.3M | 88k | 105.54 | |
Ishares Trust Barclays (CMBS) | 2.3 | $9.3M | 180k | 51.72 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 2.2 | $9.1M | 268k | 34.15 | |
ProShares Short S&P500 | 2.1 | $8.8M | 287k | 30.69 | |
Discover Financial Services (DFS) | 2.0 | $8.2M | 183k | 44.84 | |
Chesapeake Energy Corporation | 1.9 | $7.9M | 385k | 20.41 | |
SPDR Barclays Capital High Yield B | 1.9 | $7.8M | 190k | 41.11 | |
American International (AIG) | 1.8 | $7.5M | 195k | 38.82 | |
Ishares Inc emrg mrk lc bd (LEMB) | 1.6 | $6.7M | 126k | 53.20 | |
Canadian Natl Ry (CNI) | 1.6 | $6.7M | 66k | 100.29 | |
Fairfax Financial Holdings Lim (FRFHF) | 1.5 | $6.3M | 16k | 389.82 | |
Ap Moeller-maersk A/s-b | 1.4 | $5.6M | 720.00 | 7805.56 | |
Intl Fcstone | 1.3 | $5.4M | 310k | 17.41 | |
iShares Dow Jones Select Dividend (DVY) | 1.2 | $5.0M | 79k | 63.40 | |
Pepsi (PEP) | 1.1 | $4.5M | 56k | 79.10 | |
Procter & Gamble Company (PG) | 1.1 | $4.4M | 57k | 77.05 | |
Johnson & Johnson (JNJ) | 1.1 | $4.3M | 53k | 81.53 | |
Chevron Corporation (CVX) | 1.1 | $4.3M | 36k | 118.82 | |
International Business Machines (IBM) | 1.0 | $4.0M | 19k | 213.29 | |
Berkshire Hathaway (BRK.B) | 0.9 | $3.8M | 37k | 104.21 | |
Vanguard Emerging Markets ETF (VWO) | 0.9 | $3.6M | 84k | 42.90 | |
Jp Morgan Alerian Mlp Index | 0.9 | $3.5M | 78k | 45.48 | |
Intel Corporation (INTC) | 0.8 | $3.4M | 156k | 21.84 | |
Accenture (ACN) | 0.8 | $3.4M | 45k | 75.98 | |
Verizon Communications (VZ) | 0.8 | $3.2M | 65k | 49.14 | |
Altria (MO) | 0.8 | $3.2M | 92k | 34.39 | |
Ford Motor Company (F) | 0.8 | $3.2M | 242k | 13.15 | |
Novartis (NVS) | 0.8 | $3.1M | 44k | 71.24 | |
Bristol Myers Squibb (BMY) | 0.7 | $3.0M | 73k | 41.19 | |
Royal Dutch Shell | 0.7 | $3.0M | 46k | 65.16 | |
Markel Corporation (MKL) | 0.7 | $3.0M | 5.9k | 503.53 | |
Duke Energy (DUK) | 0.7 | $2.9M | 41k | 72.58 | |
Microsoft Corporation (MSFT) | 0.7 | $2.9M | 101k | 28.61 | |
Abbvie (ABBV) | 0.7 | $2.9M | 71k | 40.78 | |
ConocoPhillips (COP) | 0.7 | $2.7M | 45k | 60.10 | |
Coca-Cola Company (KO) | 0.6 | $2.6M | 65k | 40.44 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $2.6M | 27k | 97.97 | |
Fairfax Financial Holdings Lim (FRFHF) | 0.6 | $2.6M | 6.6k | 391.21 | |
Kraft Foods | 0.6 | $2.6M | 50k | 51.54 | |
Southern Company (SO) | 0.6 | $2.5M | 53k | 46.92 | |
Marathon Petroleum Corp (MPC) | 0.6 | $2.4M | 27k | 89.61 | |
Dominion Resources (D) | 0.6 | $2.3M | 40k | 58.18 | |
Paychex (PAYX) | 0.6 | $2.3M | 64k | 35.05 | |
Exxon Mobil Corporation (XOM) | 0.5 | $2.2M | 24k | 90.12 | |
Lockheed Martin Corporation (LMT) | 0.5 | $2.2M | 23k | 96.52 | |
SPDR Gold Trust (GLD) | 0.5 | $2.1M | 14k | 154.44 | |
Philip Morris International (PM) | 0.5 | $1.9M | 21k | 92.71 | |
Teva Pharmaceutical Industries (TEVA) | 0.5 | $1.9M | 47k | 39.68 | |
Etr Ark 5 3/4 | 0.4 | $1.7M | 63k | 26.50 | |
General Electric Company | 0.4 | $1.6M | 67k | 23.12 | |
NYSE Euronext | 0.4 | $1.5M | 39k | 38.64 | |
Dte Energy Company p | 0.4 | $1.5M | 55k | 27.54 | |
Apple (AAPL) | 0.4 | $1.5M | 3.4k | 442.62 | |
Home Depot (HD) | 0.3 | $1.4M | 21k | 69.78 | |
CarMax (KMX) | 0.3 | $1.4M | 34k | 41.69 | |
Sce Trust I | 0.3 | $1.4M | 54k | 26.29 | |
Amgen (AMGN) | 0.3 | $1.3M | 12k | 102.51 | |
Diageo (DEO) | 0.3 | $1.3M | 10k | 125.84 | |
Fpl Group Cap Trust I preferred | 0.3 | $1.3M | 49k | 25.72 | |
At&t (T) | 0.3 | $1.2M | 34k | 36.68 | |
Canadian Oil Sands (COS) | 0.3 | $1.3M | 61k | 20.61 | |
Merck & Co (MRK) | 0.3 | $1.2M | 27k | 44.19 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $1.2M | 9.7k | 121.27 | |
Nextera Energy Capital 5.7% Pf p | 0.3 | $1.2M | 46k | 26.26 | |
MasterCard Incorporated (MA) | 0.3 | $1.1M | 2.1k | 541.20 | |
United Technologies Corporation | 0.3 | $1.1M | 11k | 93.40 | |
Companhia de Bebidas das Americas | 0.2 | $1.0M | 25k | 42.32 | |
Wells Fargo & Company (WFC) | 0.2 | $1.0M | 28k | 36.99 | |
Plains All American Pipeline (PAA) | 0.2 | $1.0M | 18k | 56.49 | |
Brookfield Asset Management | 0.2 | $983k | 27k | 36.48 | |
United Parcel Service (UPS) | 0.2 | $973k | 11k | 85.88 | |
Washington Real Estate Investment Trust (ELME) | 0.2 | $981k | 35k | 27.85 | |
Strong Short Term Muni Bond Fu income funds | 0.2 | $1.0M | 101k | 10.02 | |
Kinder Morgan Management | 0.2 | $943k | 11k | 87.85 | |
Berkshire Hathaway (BRK.A) | 0.2 | $938k | 600.00 | 1563.33 | |
Sumitomo Mitsui | 0.2 | $962k | 24k | 40.08 | |
Walgreen Company | 0.2 | $895k | 19k | 47.69 | |
Biglari Holdings | 0.2 | $905k | 2.4k | 373.04 | |
Entergy Miss Inc Mtg Bd 6% Pfd p | 0.2 | $870k | 34k | 25.83 | |
Copano Energy | 0.2 | $807k | 20k | 40.54 | |
Genesee & Wyoming | 0.2 | $838k | 9.0k | 93.16 | |
Schwab U S Broad Market ETF (SCHB) | 0.2 | $814k | 21k | 37.97 | |
Dominion Resources | 0.2 | $811k | 30k | 26.77 | |
Hollyfrontier Corp | 0.2 | $832k | 16k | 51.47 | |
TJX Companies (TJX) | 0.2 | $777k | 17k | 46.74 | |
Realty Income (O) | 0.2 | $777k | 17k | 45.33 | |
Morgan Stanley Cap Tr V 5.75% preferred | 0.2 | $802k | 32k | 25.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $753k | 18k | 42.80 | |
FedEx Corporation (FDX) | 0.2 | $724k | 7.4k | 98.26 | |
Abbott Laboratories (ABT) | 0.2 | $761k | 22k | 35.34 | |
First of Long Island Corporation (FLIC) | 0.2 | $745k | 25k | 29.67 | |
Mondelez Int (MDLZ) | 0.2 | $739k | 24k | 30.60 | |
eBay (EBAY) | 0.2 | $720k | 13k | 54.23 | |
ProShares Short Dow30 | 0.2 | $714k | 23k | 30.67 | |
Yum! Brands (YUM) | 0.2 | $674k | 9.4k | 71.98 | |
Boeing Company (BA) | 0.1 | $597k | 7.0k | 85.90 | |
Honeywell International (HON) | 0.1 | $622k | 8.3k | 75.33 | |
Amazon (AMZN) | 0.1 | $610k | 2.3k | 266.38 | |
Enterprise Products Partners (EPD) | 0.1 | $604k | 10k | 60.30 | |
Magellan Midstream Partners | 0.1 | $633k | 12k | 53.46 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $604k | 7.5k | 80.30 | |
Bank Of America Corp Qtr Lib + p (BML.PH) | 0.1 | $621k | 29k | 21.79 | |
Facebook Inc cl a (META) | 0.1 | $636k | 25k | 25.59 | |
Comcast Corp. 5% Pfd. p | 0.1 | $597k | 23k | 25.51 | |
Plum Creek Timber | 0.1 | $576k | 11k | 52.21 | |
iShares MSCI Hong Kong Index Fund (EWH) | 0.1 | $578k | 29k | 19.83 | |
Wells Fargo & Company 8% | 0.1 | $585k | 20k | 29.91 | |
Directv | 0.1 | $595k | 11k | 56.54 | |
Costco Wholesale Corporation (COST) | 0.1 | $515k | 4.9k | 106.01 | |
Colgate-Palmolive Company (CL) | 0.1 | $531k | 4.5k | 118.00 | |
Nuveen Fltng Rte Incm Opp | 0.1 | $541k | 40k | 13.55 | |
BP (BP) | 0.1 | $500k | 12k | 42.31 | |
Cisco Systems (CSCO) | 0.1 | $482k | 23k | 20.88 | |
Energy Transfer Equity (ET) | 0.1 | $490k | 8.4k | 58.47 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $499k | 7.6k | 65.70 | |
Citigroup Capital Xvii $0.0635 preferred | 0.1 | $508k | 20k | 25.40 | |
Bank Of America Corp Dep Shs P prd (BML.PG) | 0.1 | $474k | 21k | 22.38 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $496k | 16k | 31.78 | |
General Mills (GIS) | 0.1 | $448k | 9.1k | 49.31 | |
Halliburton Company (HAL) | 0.1 | $439k | 11k | 40.39 | |
Brookline Ban (BRKL) | 0.1 | $453k | 50k | 9.13 | |
Jarden Corporation | 0.1 | $455k | 11k | 42.84 | |
Goldman Sachs Group I preferr (GS.PA) | 0.1 | $473k | 20k | 23.50 | |
Schwab Gnma Fund | 0.1 | $435k | 42k | 10.37 | |
Stanleyblack&decker5.75 p | 0.1 | $436k | 17k | 26.42 | |
Pfizer (PFE) | 0.1 | $427k | 15k | 28.85 | |
3M Company (MMM) | 0.1 | $398k | 3.7k | 106.25 | |
Eaton Corporation | 0.1 | $391k | 6.4k | 61.19 | |
Greenlight Capital Re Ltd cl a (GLRE) | 0.1 | $406k | 17k | 24.47 | |
Cerus Corporation (CERS) | 0.1 | $394k | 89k | 4.42 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.1 | $421k | 25k | 16.66 | |
Saturn - Gs 2/15/34 Series p | 0.1 | $395k | 16k | 25.00 | |
Raymond James Financial 6.9% P p | 0.1 | $421k | 15k | 27.82 | |
McDonald's Corporation (MCD) | 0.1 | $372k | 3.7k | 99.76 | |
National-Oilwell Var | 0.1 | $375k | 5.3k | 70.69 | |
Thermo Fisher Scientific (TMO) | 0.1 | $381k | 5.0k | 76.51 | |
Lowe's Companies (LOW) | 0.1 | $384k | 10k | 37.97 | |
Tim Hortons Inc Com Stk | 0.1 | $368k | 6.8k | 54.35 | |
Teekay Lng Partners | 0.1 | $362k | 8.7k | 41.40 | |
iShares MSCI South Korea Index Fund (EWY) | 0.1 | $373k | 6.3k | 59.49 | |
Lukoil | 0.1 | $389k | 6.0k | 64.56 | |
iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $372k | 3.4k | 111.04 | |
Bank of America Corporation (BAC) | 0.1 | $312k | 26k | 12.19 | |
Consolidated Edison (ED) | 0.1 | $336k | 5.5k | 61.06 | |
Sherwin-Williams Company (SHW) | 0.1 | $328k | 1.9k | 168.64 | |
Hershey Company (HSY) | 0.1 | $341k | 3.9k | 87.44 | |
PowerShares DB Com Indx Trckng Fund | 0.1 | $313k | 11k | 27.35 | |
Schwab International Equity ETF (SCHF) | 0.1 | $328k | 12k | 27.80 | |
Ing Group N V | 0.1 | $311k | 12k | 25.49 | |
Citigroup (C) | 0.1 | $343k | 7.8k | 44.18 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $314k | 6.0k | 52.25 | |
Phillips 66 (PSX) | 0.1 | $341k | 4.9k | 69.91 | |
Annaly Capital Management | 0.1 | $275k | 17k | 15.89 | |
Norfolk Southern (NSC) | 0.1 | $308k | 4.0k | 77.00 | |
Itron (ITRI) | 0.1 | $285k | 6.2k | 46.33 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $286k | 3.9k | 72.59 | |
Suncor Energy (SU) | 0.1 | $278k | 9.3k | 29.96 | |
Bar Harbor Bankshares (BHB) | 0.1 | $280k | 7.7k | 36.60 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.1 | $275k | 4.3k | 63.54 | |
Fidelity Southern Corporation | 0.1 | $289k | 25k | 11.52 | |
Vanguard Fl Long-term T/e Fund income funds | 0.1 | $301k | 25k | 12.13 | |
Cme (CME) | 0.1 | $257k | 4.2k | 61.41 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $267k | 5.6k | 47.41 | |
Wal-Mart Stores (WMT) | 0.1 | $258k | 3.5k | 74.72 | |
Walt Disney Company (DIS) | 0.1 | $240k | 4.2k | 56.80 | |
Unilever | 0.1 | $267k | 6.5k | 41.08 | |
WellPoint | 0.1 | $253k | 3.8k | 66.28 | |
Qualcomm (QCOM) | 0.1 | $228k | 3.4k | 67.06 | |
MarkWest Energy Partners | 0.1 | $234k | 3.9k | 60.78 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.1 | $245k | 54k | 4.58 | |
Kinder Morgan Energy Partners | 0.1 | $233k | 2.6k | 89.62 | |
Chimera Investment Corporation | 0.1 | $257k | 81k | 3.19 | |
Cyclacel Pharmaceuticals | 0.1 | $243k | 43k | 5.60 | |
Bryn Mawr Bank | 0.1 | $237k | 10k | 23.24 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $232k | 3.5k | 66.53 | |
iShares Lehman Short Treasury Bond (SHV) | 0.1 | $243k | 2.2k | 110.25 | |
Metlife Inc Pfd A Flt preferr (MET.PA) | 0.1 | $264k | 11k | 25.14 | |
Bank Of America Corpo preferr | 0.1 | $235k | 9.2k | 25.54 | |
Cref Growth eqtyfds | 0.1 | $260k | 2.8k | 91.45 | |
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.1 | $214k | 1.3k | 163.98 | |
Archer Daniels Midland Company (ADM) | 0.1 | $200k | 5.9k | 33.66 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $218k | 1.4k | 156.38 | |
BB&T Corporation | 0.1 | $208k | 6.6k | 31.44 | |
Nextera Energy (NEE) | 0.1 | $203k | 2.6k | 77.51 | |
Dryships/drys | 0.1 | $199k | 98k | 2.04 | |
Zimmer Holdings (ZBH) | 0.1 | $217k | 2.9k | 75.32 | |
Goldcorp | 0.1 | $222k | 6.6k | 33.68 | |
Swisher Hygiene | 0.1 | $211k | 166k | 1.27 | |
Rbs Capital Fund Trust V p | 0.1 | $213k | 10k | 21.30 | |
First National Cmnty Bancorp D | 0.1 | $201k | 55k | 3.65 | |
Acadia Healthcare (ACHC) | 0.1 | $211k | 7.2k | 29.44 | |
Wts Wells Fargo & Co. | 0.0 | $156k | 13k | 12.00 | |
BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $155k | 11k | 13.89 | |
Dws Gnma Fund Cl S mf | 0.0 | $157k | 10k | 15.27 | |
Permian Basin Royalty Trust (PBT) | 0.0 | $135k | 11k | 12.45 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $143k | 18k | 7.83 | |
Alpine Global Premier Properties Fund | 0.0 | $83k | 10k | 8.30 | |
Gt Solar Int'l | 0.0 | $86k | 26k | 3.31 | |
Willamette Valley Vineyards (WVVI) | 0.0 | $51k | 11k | 4.64 | |
iParty (IPT) | 0.0 | $7.0k | 15k | 0.48 | |
Health Discovery Corporation (HDVY) | 0.0 | $1.0k | 20k | 0.05 | |
Lehman Brothers Holdings 7.95% p | 0.0 | $0 | 36k | 0.00 | |
Identa | 0.0 | $0 | 5.0M | 0.00 |