Steinberg Global Asset Management as of June 30, 2013
Portfolio Holdings for Steinberg Global Asset Management
Steinberg Global Asset Management holds 212 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Growth Index (IVW) | 3.7 | $14M | 169k | 84.01 | |
SPDR S&P Dividend (SDY) | 3.4 | $13M | 199k | 66.30 | |
iShares S&P 500 Value Index (IVE) | 3.4 | $13M | 170k | 75.77 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 2.7 | $10M | 260k | 39.28 | |
iShares S&P SmallCap 600 Index (IJR) | 2.6 | $10M | 112k | 90.31 | |
iShares S&P MidCap 400 Index (IJH) | 2.6 | $9.9M | 85k | 115.50 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.6 | $9.8M | 93k | 105.02 | |
ProShares Short S&P500 | 2.5 | $9.7M | 327k | 29.69 | |
Ishares Tr fltg rate nt (FLOT) | 2.5 | $9.5M | 188k | 50.60 | |
iShares Lehman Aggregate Bond (AGG) | 2.4 | $9.1M | 85k | 107.21 | |
Fairfax Financial Holdings Lim (FRFHF) | 2.4 | $9.1M | 23k | 393.25 | |
Pimco Total Return Etf totl (BOND) | 2.4 | $9.0M | 86k | 105.48 | |
Ishares Trust Barclays (CMBS) | 2.4 | $9.0M | 176k | 51.19 | |
American International (AIG) | 2.3 | $8.8M | 197k | 44.70 | |
Discover Financial Services (DFS) | 2.3 | $8.7M | 183k | 47.64 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 2.3 | $8.7M | 273k | 31.83 | |
Chesapeake Energy Corporation | 2.1 | $8.1M | 398k | 20.38 | |
Canadian Natl Ry (CNI) | 1.7 | $6.5M | 66k | 97.27 | |
Sumitomo Mitsui | 1.5 | $5.7M | 125k | 45.90 | |
iShares Dow Jones Select Dividend (DVY) | 1.4 | $5.2M | 81k | 64.01 | |
Pepsi (PEP) | 1.3 | $4.9M | 60k | 81.78 | |
Novartis (NVS) | 1.2 | $4.7M | 67k | 70.71 | |
Johnson & Johnson (JNJ) | 1.2 | $4.7M | 55k | 85.86 | |
Procter & Gamble Company (PG) | 1.2 | $4.6M | 59k | 76.99 | |
Chevron Corporation (CVX) | 1.2 | $4.5M | 38k | 118.33 | |
Intel Corporation (INTC) | 1.0 | $4.0M | 164k | 24.23 | |
Berkshire Hathaway (BRK.B) | 1.0 | $3.9M | 35k | 111.91 | |
Vanguard Emerging Markets ETF (VWO) | 1.0 | $3.9M | 100k | 38.80 | |
Accenture (ACN) | 1.0 | $3.8M | 53k | 71.97 | |
Jp Morgan Alerian Mlp Index | 1.0 | $3.8M | 82k | 46.64 | |
Microsoft Corporation (MSFT) | 1.0 | $3.7M | 107k | 34.54 | |
International Business Machines (IBM) | 0.9 | $3.6M | 19k | 191.13 | |
Altria (MO) | 0.9 | $3.4M | 98k | 34.99 | |
Verizon Communications (VZ) | 0.9 | $3.3M | 66k | 50.34 | |
Royal Dutch Shell | 0.9 | $3.3M | 52k | 63.80 | |
Markel Corporation (MKL) | 0.8 | $3.2M | 6.1k | 526.93 | |
ConocoPhillips (COP) | 0.8 | $3.0M | 49k | 60.49 | |
Duke Energy (DUK) | 0.8 | $2.9M | 44k | 67.51 | |
Kraft Foods | 0.8 | $3.0M | 53k | 55.87 | |
Pfizer (PFE) | 0.8 | $2.9M | 103k | 28.01 | |
Ford Motor Company (F) | 0.7 | $2.8M | 183k | 15.47 | |
Abbvie (ABBV) | 0.7 | $2.8M | 69k | 41.33 | |
Kimberly-Clark Corporation (KMB) | 0.7 | $2.8M | 29k | 97.13 | |
Eli Lilly & Co. (LLY) | 0.7 | $2.7M | 56k | 49.13 | |
Lockheed Martin Corporation (LMT) | 0.7 | $2.7M | 25k | 108.45 | |
Southern Company (SO) | 0.7 | $2.6M | 59k | 44.13 | |
Bce (BCE) | 0.7 | $2.6M | 62k | 41.03 | |
Coca-Cola Company (KO) | 0.7 | $2.5M | 63k | 40.11 | |
Paychex (PAYX) | 0.7 | $2.5M | 69k | 36.51 | |
Dominion Resources (D) | 0.7 | $2.5M | 44k | 56.82 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.2M | 25k | 90.35 | |
Intl Fcstone | 0.6 | $2.2M | 125k | 17.45 | |
Apple (AAPL) | 0.5 | $1.8M | 4.5k | 396.60 | |
Home Depot (HD) | 0.5 | $1.7M | 22k | 77.47 | |
Philip Morris International (PM) | 0.5 | $1.7M | 20k | 86.60 | |
Merck & Co (MRK) | 0.4 | $1.6M | 36k | 46.45 | |
NYSE Euronext | 0.4 | $1.6M | 39k | 41.41 | |
CarMax (KMX) | 0.4 | $1.6M | 34k | 46.16 | |
Etr Ark 5 3/4 | 0.4 | $1.6M | 63k | 25.17 | |
General Electric Company | 0.4 | $1.5M | 65k | 23.19 | |
Dte Energy Company p | 0.4 | $1.4M | 53k | 26.00 | |
Wells Fargo & Company (WFC) | 0.3 | $1.3M | 31k | 41.27 | |
Sce Trust I | 0.3 | $1.2M | 53k | 23.59 | |
At&t (T) | 0.3 | $1.2M | 34k | 35.41 | |
Amgen (AMGN) | 0.3 | $1.2M | 13k | 98.67 | |
Marathon Petroleum Corp (MPC) | 0.3 | $1.2M | 17k | 71.06 | |
Diageo (DEO) | 0.3 | $1.2M | 10k | 114.99 | |
Biglari Holdings | 0.3 | $1.2M | 2.9k | 410.39 | |
MasterCard Incorporated (MA) | 0.3 | $1.1M | 1.9k | 574.55 | |
United Technologies Corporation | 0.3 | $1.1M | 12k | 92.96 | |
SPDR Barclays Capital High Yield B | 0.3 | $1.1M | 27k | 39.50 | |
Nextera Energy Capital 5.7% Pf p | 0.3 | $1.1M | 44k | 24.23 | |
United Parcel Service (UPS) | 0.3 | $1.0M | 12k | 86.50 | |
Berkshire Hathaway (BRK.A) | 0.3 | $1.0M | 600.00 | 1686.67 | |
Plains All American Pipeline (PAA) | 0.3 | $1.0M | 18k | 55.81 | |
Kinder Morgan Energy Partners | 0.3 | $982k | 12k | 85.44 | |
Brookfield Asset Management | 0.2 | $969k | 27k | 36.00 | |
Walgreen Company | 0.2 | $961k | 22k | 44.18 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $972k | 8.7k | 111.97 | |
Kinder Morgan Management | 0.2 | $910k | 11k | 83.55 | |
Schwab U S Broad Market ETF (SCHB) | 0.2 | $930k | 24k | 38.93 | |
eBay (EBAY) | 0.2 | $884k | 17k | 51.71 | |
Samsung Elec | 0.2 | $881k | 750.00 | 1174.67 | |
FedEx Corporation (FDX) | 0.2 | $825k | 8.4k | 98.59 | |
Teva Pharmaceutical Industries (TEVA) | 0.2 | $847k | 22k | 39.21 | |
TJX Companies (TJX) | 0.2 | $825k | 17k | 50.03 | |
First of Long Island Corporation (FLIC) | 0.2 | $833k | 25k | 33.17 | |
Abbott Laboratories (ABT) | 0.2 | $799k | 23k | 34.88 | |
Dominion Resources | 0.2 | $797k | 30k | 26.30 | |
Genesee & Wyoming | 0.2 | $763k | 9.0k | 84.82 | |
Hollyfrontier Corp | 0.2 | $773k | 18k | 42.80 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $735k | 19k | 38.49 | |
Boeing Company (BA) | 0.2 | $734k | 7.2k | 102.43 | |
Realty Income (O) | 0.2 | $719k | 17k | 41.95 | |
Magellan Midstream Partners | 0.2 | $744k | 14k | 54.47 | |
Morgan Stanley Cap Tr V 5.75% preferred | 0.2 | $728k | 30k | 24.45 | |
Plum Creek Timber | 0.2 | $697k | 15k | 46.67 | |
SPDR Gold Trust (GLD) | 0.2 | $679k | 5.7k | 119.04 | |
ProShares Short Dow30 | 0.2 | $690k | 23k | 29.64 | |
Mondelez Int (MDLZ) | 0.2 | $700k | 25k | 28.55 | |
Yum! Brands (YUM) | 0.2 | $651k | 9.4k | 69.29 | |
Honeywell International (HON) | 0.2 | $655k | 8.3k | 79.33 | |
Amazon (AMZN) | 0.2 | $643k | 2.3k | 277.75 | |
Enterprise Products Partners (EPD) | 0.2 | $666k | 11k | 62.14 | |
Directv | 0.2 | $659k | 11k | 61.66 | |
Costco Wholesale Corporation (COST) | 0.2 | $617k | 5.6k | 110.61 | |
Cisco Systems (CSCO) | 0.2 | $604k | 25k | 24.32 | |
National-Oilwell Var | 0.1 | $585k | 8.5k | 68.87 | |
iShares MSCI Japan Index | 0.1 | $572k | 51k | 11.21 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.1 | $556k | 11k | 52.65 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $570k | 17k | 32.73 | |
Facebook Inc cl a (META) | 0.1 | $586k | 24k | 24.88 | |
Comcast Corp. 5% Pfd. p | 0.1 | $571k | 23k | 24.40 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $554k | 8.4k | 66.23 | |
Nuveen Fltng Rte Incm Opp | 0.1 | $530k | 40k | 13.22 | |
BP (BP) | 0.1 | $493k | 12k | 41.71 | |
Colgate-Palmolive Company (CL) | 0.1 | $516k | 9.0k | 57.33 | |
Energy Transfer Equity (ET) | 0.1 | $501k | 8.4k | 59.79 | |
iShares MSCI Hong Kong Index Fund (EWH) | 0.1 | $514k | 28k | 18.32 | |
Wells Fargo & Company 8% | 0.1 | $508k | 18k | 28.92 | |
Bank Of America Corp Qtr Lib + p (BML.PH) | 0.1 | $513k | 26k | 20.12 | |
Entergy Miss Inc Mtg Bd 6% Pfd p | 0.1 | $508k | 20k | 25.21 | |
General Mills (GIS) | 0.1 | $441k | 9.1k | 48.54 | |
Halliburton Company (HAL) | 0.1 | $451k | 11k | 41.71 | |
Jarden Corporation | 0.1 | $471k | 11k | 43.72 | |
Citigroup Capital Xvii $0.0635 preferred | 0.1 | $476k | 19k | 25.05 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $418k | 7.9k | 52.76 | |
3M Company (MMM) | 0.1 | $410k | 3.7k | 109.45 | |
Eaton Corporation | 0.1 | $432k | 6.6k | 65.75 | |
Thermo Fisher Scientific (TMO) | 0.1 | $421k | 5.0k | 84.54 | |
Lowe's Companies (LOW) | 0.1 | $414k | 10k | 40.89 | |
Greenlight Capital Re Ltd cl a (GLRE) | 0.1 | $406k | 17k | 24.55 | |
Brookline Ban (BRKL) | 0.1 | $425k | 49k | 8.67 | |
Tim Hortons Inc Com Stk | 0.1 | $404k | 7.5k | 54.08 | |
Lukoil | 0.1 | $421k | 7.3k | 57.70 | |
Goldman Sachs Group I preferr (GS.PA) | 0.1 | $432k | 20k | 21.68 | |
Bank Of America Corp Dep Shs P prd (BML.PG) | 0.1 | $429k | 21k | 20.26 | |
Schwab Gnma Fund | 0.1 | $424k | 42k | 10.04 | |
Teekay Lng Partners | 0.1 | $382k | 8.8k | 43.65 | |
Cerus Corporation (CERS) | 0.1 | $394k | 89k | 4.42 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.1 | $400k | 25k | 16.25 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $375k | 4.7k | 79.20 | |
Fidelity Southern Corporation | 0.1 | $375k | 30k | 12.37 | |
Citigroup (C) | 0.1 | $380k | 7.9k | 48.02 | |
Raymond James Financial 6.9% P p | 0.1 | $374k | 14k | 26.46 | |
Annaly Capital Management | 0.1 | $338k | 27k | 12.56 | |
Bank of America Corporation (BAC) | 0.1 | $335k | 26k | 12.85 | |
McDonald's Corporation (MCD) | 0.1 | $332k | 3.4k | 99.10 | |
Walt Disney Company (DIS) | 0.1 | $330k | 5.2k | 63.16 | |
Bristol Myers Squibb (BMY) | 0.1 | $360k | 8.1k | 44.63 | |
Sherwin-Williams Company (SHW) | 0.1 | $343k | 1.9k | 176.35 | |
Unilever | 0.1 | $349k | 8.9k | 39.32 | |
Hershey Company (HSY) | 0.1 | $348k | 3.9k | 89.23 | |
iShares MSCI South Korea Index Fund (EWY) | 0.1 | $331k | 6.2k | 53.13 | |
Schwab International Equity ETF (SCHF) | 0.1 | $359k | 13k | 27.21 | |
Stanleyblack&decker5.75 p | 0.1 | $355k | 15k | 24.48 | |
Cme (CME) | 0.1 | $322k | 4.2k | 76.03 | |
Norfolk Southern (NSC) | 0.1 | $291k | 4.0k | 72.57 | |
Consolidated Edison (ED) | 0.1 | $321k | 5.5k | 58.31 | |
Itron (ITRI) | 0.1 | $291k | 6.9k | 42.47 | |
Medtronic | 0.1 | $304k | 5.9k | 51.44 | |
WellPoint | 0.1 | $318k | 3.9k | 81.92 | |
MarkWest Energy Partners | 0.1 | $291k | 4.4k | 66.90 | |
0.1 | $316k | 359.00 | 880.22 | ||
Franklin Ny Tx Free In Cl A (FNYTX) | 0.1 | $295k | 26k | 11.56 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $315k | 6.2k | 50.47 | |
Strong Short Term Muni Bond Fu income funds | 0.1 | $303k | 30k | 9.97 | |
Vanguard Fl Long-term T/e Fund income funds | 0.1 | $288k | 25k | 11.61 | |
Franklin Fl Tax Free Income Fu income funds | 0.1 | $298k | 26k | 11.31 | |
Wal-Mart Stores (WMT) | 0.1 | $272k | 3.7k | 74.46 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.1 | $253k | 45k | 5.60 | |
First American Financial (FAF) | 0.1 | $265k | 12k | 22.03 | |
Suncor Energy (SU) | 0.1 | $274k | 9.3k | 29.53 | |
Bar Harbor Bankshares (BHB) | 0.1 | $267k | 7.3k | 36.58 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.1 | $270k | 4.3k | 62.38 | |
Ing Group N V | 0.1 | $278k | 11k | 24.82 | |
Cref Growth eqtyfds | 0.1 | $265k | 2.8k | 93.21 | |
Companhia de Bebidas das Americas | 0.1 | $211k | 5.7k | 37.35 | |
American Express Company (AXP) | 0.1 | $222k | 3.0k | 74.87 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $224k | 1.4k | 160.46 | |
BB&T Corporation | 0.1 | $232k | 6.8k | 33.92 | |
Nextera Energy (NEE) | 0.1 | $214k | 2.6k | 81.65 | |
Qualcomm (QCOM) | 0.1 | $221k | 3.6k | 61.05 | |
Zimmer Holdings (ZBH) | 0.1 | $216k | 2.9k | 74.97 | |
PowerShares DB Com Indx Trckng Fund | 0.1 | $229k | 9.1k | 25.16 | |
Energy Transfer Partners | 0.1 | $214k | 4.2k | 50.59 | |
Chimera Investment Corporation | 0.1 | $242k | 81k | 3.00 | |
Capital Southwest Corporation (CSWC) | 0.1 | $246k | 1.8k | 137.82 | |
Bryn Mawr Bank | 0.1 | $244k | 10k | 23.92 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $236k | 3.5k | 67.68 | |
iShares Lehman Short Treasury Bond (SHV) | 0.1 | $220k | 2.0k | 110.00 | |
iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $248k | 2.4k | 104.20 | |
Rbs Capital Fund Trust V p | 0.1 | $211k | 10k | 21.10 | |
First National Cmnty Bancorp D | 0.1 | $212k | 55k | 3.85 | |
Archer Daniels Midland Company (ADM) | 0.1 | $201k | 5.9k | 33.83 | |
Dryships/drys | 0.1 | $182k | 98k | 1.87 | |
Seaspan Corp | 0.1 | $200k | 9.7k | 20.70 | |
Wts Wells Fargo & Co. | 0.1 | $178k | 13k | 13.69 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $189k | 21k | 9.24 | |
L Brands | 0.1 | $204k | 4.2k | 49.16 | |
Permian Basin Royalty Trust (PBT) | 0.0 | $146k | 11k | 13.25 | |
Cyclacel Pharmaceuticals | 0.0 | $159k | 54k | 2.95 | |
TravelCenters of America | 0.0 | $136k | 13k | 10.91 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $139k | 18k | 7.61 | |
Swisher Hygiene | 0.0 | $143k | 167k | 0.86 | |
Dws Gnma Fund Cl S mf | 0.0 | $150k | 10k | 14.46 | |
Dws Ny Tax Free Income Fund-a income funds | 0.0 | $140k | 13k | 10.65 | |
Gt Solar Int'l | 0.0 | $108k | 26k | 4.15 | |
Alpine Global Premier Properties Fund | 0.0 | $76k | 10k | 7.60 | |
Willamette Valley Vineyards (WVVI) | 0.0 | $80k | 18k | 4.44 | |
Lehman Brothers Holdings 7.95% p | 0.0 | $0 | 36k | 0.00 | |
Identa | 0.0 | $0 | 5.0M | 0.00 |