Steinberg Global Asset Management as of June 30, 2014
Portfolio Holdings for Steinberg Global Asset Management
Steinberg Global Asset Management holds 188 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pimco Etf Tr Enhan Shrt Mat (MINT) | 5.4 | $23M | 230k | 101.38 | |
Ishares 1-3 Yr Cr Bd Etf (IGSB) | 4.6 | $20M | 188k | 105.68 | |
Ishares Tr Fltg Rate Bd Etf (FLOT) | 4.5 | $19M | 377k | 50.79 | |
Ishares S&p 500 Grwt Etf (IVW) | 3.4 | $15M | 138k | 105.27 | |
Ishares S&p 500 Val Etf (IVE) | 3.4 | $14M | 160k | 90.28 | |
Spdr Ser Tr Sht Trm Hgh Yld (SJNK) | 3.2 | $14M | 448k | 30.96 | |
Ishares Intl Sel Div Etf (IDV) | 2.8 | $12M | 302k | 39.87 | |
Ishares Core S&p Mcp Etf (IJH) | 2.7 | $12M | 83k | 143.09 | |
Ishares Core S&p Scp Etf (IJR) | 2.7 | $11M | 102k | 112.09 | |
Proshares Tr PSHS SHRT S&P500 | 2.3 | $10M | 428k | 23.36 | |
Ishares U.s. Pfd Stk Etf (PFF) | 2.1 | $8.9M | 223k | 39.91 | |
Pepsi (PEP) | 1.6 | $6.8M | 76k | 89.67 | |
Intel Corporation (INTC) | 1.5 | $6.3M | 205k | 30.90 | |
Ishares Select Divid Etf (DVY) | 1.4 | $6.1M | 79k | 76.98 | |
Claymore Exchange Trd Fd Tr Gugg Spinoff Etf | 1.4 | $6.0M | 130k | 46.21 | |
Chevron Corporation (CVX) | 1.4 | $6.0M | 46k | 130.43 | |
Ishares Europe Etf (IEV) | 1.3 | $5.8M | 119k | 48.57 | |
Ishares Emu Etf (EZU) | 1.3 | $5.8M | 137k | 42.32 | |
Jpmorgan Chase & Co Alerian Ml Etn | 1.3 | $5.5M | 105k | 52.16 | |
ConocoPhillips (COP) | 1.3 | $5.5M | 64k | 85.77 | |
Procter & Gamble Company (PG) | 1.2 | $5.3M | 68k | 78.59 | |
Microsoft Corporation (MSFT) | 1.2 | $5.3M | 127k | 41.70 | |
Royal Dutch Shell Spons Adr A | 1.2 | $5.1M | 62k | 82.42 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $5.0M | 115k | 43.13 | |
Ensco Shs Class A | 1.2 | $4.9M | 89k | 55.57 | |
Altria (MO) | 1.1 | $4.9M | 118k | 41.92 | |
Verizon Communications (VZ) | 1.1 | $4.9M | 99k | 49.15 | |
Johnson & Johnson (JNJ) | 1.1 | $4.8M | 46k | 104.19 | |
Markel Corporation (MKL) | 1.1 | $4.7M | 7.2k | 655.62 | |
Duke Energy Corp Com New (DUK) | 1.1 | $4.6M | 62k | 74.51 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $4.6M | 36k | 125.64 | |
Pfizer (PFE) | 1.1 | $4.6M | 154k | 29.68 | |
Southern Company (SO) | 1.1 | $4.5M | 100k | 45.57 | |
Abbvie (ABBV) | 1.0 | $4.4M | 79k | 56.20 | |
Eli Lilly & Co. (LLY) | 1.0 | $4.3M | 69k | 62.17 | |
Bce Com New (BCE) | 1.0 | $4.3M | 94k | 45.36 | |
Kraft Foods | 1.0 | $4.2M | 71k | 59.77 | |
Lockheed Martin Corporation (LMT) | 1.0 | $4.2M | 26k | 161.24 | |
Ford Mtr Co Del Com Par $0.01 (F) | 1.0 | $4.1M | 240k | 17.24 | |
Dominion Resources (D) | 0.9 | $3.9M | 54k | 71.53 | |
Kimberly-Clark Corporation (KMB) | 0.9 | $3.8M | 35k | 111.23 | |
Paychex (PAYX) | 0.9 | $3.7M | 89k | 41.70 | |
Apple (AAPL) | 0.9 | $3.7M | 39k | 94.29 | |
Proshares Tr Pshs Short Dow30 | 0.8 | $3.6M | 143k | 25.22 | |
International Business Machines (IBM) | 0.8 | $3.5M | 19k | 181.27 | |
Chesapeake Energy Corporation | 0.8 | $3.2M | 104k | 31.19 | |
United Parcel Service CL B (UPS) | 0.7 | $2.9M | 28k | 102.65 | |
Biglari Holdings | 0.7 | $2.8M | 6.7k | 423.01 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.7M | 27k | 100.68 | |
Spdr Series Trust Wells Fg Pfd Etf (PSK) | 0.6 | $2.4M | 55k | 43.64 | |
Coca-Cola Company (KO) | 0.5 | $2.2M | 52k | 42.37 | |
Merck & Co (MRK) | 0.5 | $2.2M | 37k | 57.85 | |
American Intl Group Com New (AIG) | 0.5 | $2.0M | 38k | 54.57 | |
Wells Fargo & Company (WFC) | 0.4 | $1.8M | 35k | 52.56 | |
Home Depot (HD) | 0.4 | $1.8M | 22k | 80.98 | |
General Electric Company | 0.4 | $1.8M | 67k | 26.28 | |
FedEx Corporation (FDX) | 0.4 | $1.7M | 11k | 151.38 | |
Philip Morris International (PM) | 0.4 | $1.7M | 20k | 84.32 | |
CarMax (KMX) | 0.4 | $1.6M | 31k | 52.82 | |
Walgreen Company | 0.4 | $1.6M | 22k | 73.89 | |
Mastercard Cl A (MA) | 0.3 | $1.5M | 20k | 73.47 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.5M | 31k | 47.71 | |
United Technologies Corporation | 0.3 | $1.4M | 13k | 111.94 | |
Amgen (AMGN) | 0.3 | $1.4M | 12k | 118.37 | |
Intercontinental Exchange (ICE) | 0.3 | $1.3M | 6.7k | 188.91 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.3 | $1.2M | 14k | 84.04 | |
At&t (T) | 0.3 | $1.2M | 33k | 35.36 | |
Spdr Series Trust Brc Hgh Yld Bd | 0.3 | $1.1M | 27k | 41.73 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.1M | 600.00 | 1898.33 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.3 | $1.1M | 19k | 60.07 | |
Novartis A G Sponsored Adr (NVS) | 0.3 | $1.1M | 12k | 90.55 | |
Ishares Msci Emg Mkt Etf (EEM) | 0.3 | $1.1M | 25k | 43.23 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.1M | 22k | 49.38 | |
Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.2 | $1.0M | 18k | 57.80 | |
Marathon Petroleum Corp (MPC) | 0.2 | $1.0M | 13k | 78.04 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $1.0M | 27k | 38.37 | |
Intl Fcstone | 0.2 | $1.0M | 51k | 20.00 | |
Gilead Sciences (GILD) | 0.2 | $998k | 12k | 82.88 | |
First of Long Island Corporation (FLIC) | 0.2 | $981k | 25k | 39.06 | |
Discover Financial Services (DFS) | 0.2 | $974k | 16k | 61.96 | |
Kinder Morgan Management SHS | 0.2 | $970k | 12k | 78.89 | |
Kinder Morgan Energy Partner Ut Ltd Partner | 0.2 | $949k | 12k | 82.23 | |
Realty Income (O) | 0.2 | $934k | 21k | 44.43 | |
Boeing Company (BA) | 0.2 | $934k | 7.4k | 126.13 | |
Hollyfrontier Corp | 0.2 | $929k | 21k | 43.69 | |
Enterprise Products Partners (EPD) | 0.2 | $895k | 11k | 78.25 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.2 | $885k | 20k | 44.02 | |
Genesee & Wyo Cl A | 0.2 | $871k | 8.3k | 105.00 | |
TJX Companies (TJX) | 0.2 | $867k | 16k | 53.14 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $863k | 23k | 38.25 | |
Honeywell International (HON) | 0.2 | $860k | 9.3k | 92.90 | |
Teva Pharmaceutical Inds Adr (TEVA) | 0.2 | $786k | 15k | 52.35 | |
Vanguard Specialized Portfol Div App Etf (VIG) | 0.2 | $775k | 9.9k | 77.94 | |
National-Oilwell Var | 0.2 | $772k | 9.6k | 80.21 | |
Diageo P L C Spon Adr New (DEO) | 0.2 | $752k | 5.9k | 127.35 | |
Yum! Brands (YUM) | 0.2 | $739k | 9.1k | 81.16 | |
Wells Fargo & Co *w Exp 10/28/201 | 0.2 | $732k | 34k | 21.75 | |
Directv | 0.2 | $689k | 8.0k | 85.86 | |
eBay (EBAY) | 0.2 | $685k | 13k | 51.66 | |
Costco Wholesale Corporation (COST) | 0.2 | $682k | 5.9k | 115.22 | |
Facebook Cl A (META) | 0.2 | $674k | 10k | 67.27 | |
Thermo Fisher Scientific (TMO) | 0.2 | $657k | 5.6k | 118.06 | |
Cisco Systems (CSCO) | 0.2 | $654k | 27k | 24.28 | |
Spdr Gold Trust Gold Shs (GLD) | 0.2 | $650k | 5.1k | 127.98 | |
Colgate-Palmolive Company (CL) | 0.1 | $614k | 9.0k | 68.18 | |
Proshares Tr Shrt 20+yr Tre (TBF) | 0.1 | $605k | 21k | 28.81 | |
Eaton Corp SHS (ETN) | 0.1 | $601k | 7.8k | 77.19 | |
Jarden Corporation | 0.1 | $595k | 10k | 59.23 | |
Abbott Laboratories (ABT) | 0.1 | $593k | 15k | 40.90 | |
Halliburton Company (HAL) | 0.1 | $582k | 8.2k | 71.19 | |
Ishares Msci Hong Kg Etf (EWH) | 0.1 | $582k | 28k | 20.90 | |
Devon Energy Corporation (DVN) | 0.1 | $568k | 7.1k | 79.81 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $561k | 9.7k | 57.61 | |
Greenlight Capital Re Class A (GLRE) | 0.1 | $558k | 17k | 32.94 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $557k | 17k | 32.97 | |
BP Sponsored Adr (BP) | 0.1 | $545k | 10k | 52.73 | |
3M Company (MMM) | 0.1 | $541k | 3.8k | 143.35 | |
Markwest Energy Partners Unit Ltd Partn | 0.1 | $537k | 7.5k | 71.60 | |
Capital Southwest Corporation (CSWC) | 0.1 | $532k | 15k | 35.99 | |
Citigroup Com New (C) | 0.1 | $516k | 11k | 47.11 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $510k | 2.6k | 195.63 | |
Nuveen Fltng Rte Incm Opp Com Shs | 0.1 | $496k | 40k | 12.42 | |
Main Street Capital Corporation (MAIN) | 0.1 | $492k | 15k | 32.91 | |
Gt Solar Int'l | 0.1 | $484k | 26k | 18.62 | |
WellPoint | 0.1 | $479k | 4.3k | 110.43 | |
Henry Schein (HSIC) | 0.1 | $472k | 4.0k | 118.56 | |
General Mills (GIS) | 0.1 | $467k | 8.9k | 52.57 | |
Visa Com Cl A (V) | 0.1 | $456k | 2.2k | 210.72 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $454k | 8.5k | 53.63 | |
Lowe's Companies (LOW) | 0.1 | $434k | 9.3k | 46.67 | |
Suncor Energy (SU) | 0.1 | $417k | 9.8k | 42.68 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $416k | 5.2k | 80.46 | |
Disney Walt Com Disney (DIS) | 0.1 | $415k | 4.8k | 85.67 | |
Norfolk Southern (NSC) | 0.1 | $413k | 4.0k | 102.99 | |
Fidelity Southern Corporation | 0.1 | $412k | 32k | 12.98 | |
Tim Hortons Inc Com Stk | 0.1 | $409k | 7.5k | 54.74 | |
Teekay Lng Partners Prtnrsp Units | 0.1 | $405k | 8.8k | 46.13 | |
AFLAC Incorporated (AFL) | 0.1 | $400k | 6.5k | 61.43 | |
Hershey Company (HSY) | 0.1 | $399k | 4.1k | 97.32 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $392k | 7.8k | 50.46 | |
McDonald's Corporation (MCD) | 0.1 | $376k | 3.7k | 100.75 | |
Cerus Corporation (CERS) | 0.1 | $370k | 89k | 4.15 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.1 | $364k | 25k | 14.89 | |
Energy Transfer Prtnrs Unit Ltd Partn | 0.1 | $342k | 5.9k | 57.97 | |
Bar Harbor Bankshares (BHB) | 0.1 | $340k | 12k | 27.87 | |
Consolidated Edison (ED) | 0.1 | $336k | 5.8k | 57.76 | |
Plum Creek Timber | 0.1 | $329k | 7.3k | 45.09 | |
Unilever N V N Y Shs New | 0.1 | $328k | 7.5k | 43.73 | |
Sherwin-Williams Company (SHW) | 0.1 | $318k | 1.5k | 207.17 | |
Nextera Energy (NEE) | 0.1 | $316k | 3.1k | 102.56 | |
Wal-Mart Stores (WMT) | 0.1 | $315k | 4.2k | 75.18 | |
Cme (CME) | 0.1 | $314k | 4.4k | 70.86 | |
Bank of America Corporation (BAC) | 0.1 | $309k | 20k | 15.35 | |
Express Scripts Holding | 0.1 | $301k | 4.4k | 69.25 | |
Zimmer Holdings (ZBH) | 0.1 | $299k | 2.9k | 103.78 | |
Genocea Biosciences | 0.1 | $297k | 16k | 18.74 | |
Annaly Capital Management | 0.1 | $296k | 26k | 11.42 | |
Wpx Energy | 0.1 | $288k | 12k | 24.04 | |
American Express Company (AXP) | 0.1 | $284k | 3.0k | 94.95 | |
India Fund (IFN) | 0.1 | $281k | 11k | 25.67 | |
Google Cl A | 0.1 | $278k | 475.00 | 585.26 | |
Canadian Pacific Railway | 0.1 | $277k | 1.5k | 181.05 | |
Google CL C | 0.1 | $273k | 475.00 | 574.74 | |
Brookline Ban (BRKL) | 0.1 | $271k | 29k | 9.38 | |
Dow Chemical Company | 0.1 | $267k | 5.2k | 51.49 | |
RPM International (RPM) | 0.1 | $265k | 5.7k | 46.18 | |
Chimera Investment Corporation | 0.1 | $257k | 81k | 3.19 | |
Market Vectors Etf Tr Gold Miner Etf | 0.1 | $251k | 9.5k | 26.42 | |
Amazon (AMZN) | 0.1 | $250k | 770.00 | 324.68 | |
Alliant Techsystems | 0.1 | $249k | 1.9k | 133.73 | |
Qualcomm (QCOM) | 0.1 | $248k | 3.1k | 79.23 | |
Allied Wrld Assur Com Hldg A SHS | 0.1 | $246k | 6.6k | 37.21 | |
L Brands | 0.1 | $243k | 4.2k | 58.55 | |
Powershares Db Cmdty Idx Tra Unit Ben Int | 0.1 | $242k | 9.1k | 26.59 | |
Archer Daniels Midland Company (ADM) | 0.1 | $242k | 5.5k | 44.03 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.1 | $235k | 23k | 10.14 | |
Ishares Usa Esg Slct Etf (SUSA) | 0.1 | $232k | 2.8k | 82.36 | |
Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $231k | 3.0k | 76.67 | |
Biogen Idec (BIIB) | 0.1 | $229k | 725.00 | 315.86 | |
Oracle Corporation (ORCL) | 0.1 | $224k | 5.5k | 40.59 | |
Raytheon Com New | 0.1 | $221k | 2.4k | 92.08 | |
Medtronic | 0.0 | $213k | 3.3k | 63.91 | |
Bryn Mawr Bank | 0.0 | $201k | 6.9k | 29.13 | |
CVS Caremark Corporation (CVS) | 0.0 | $200k | 2.7k | 75.33 | |
Glu Mobile | 0.0 | $200k | 40k | 5.00 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $161k | 19k | 8.45 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $133k | 16k | 8.40 | |
Alpine Global Premier Pptys Com Sbi | 0.0 | $74k | 10k | 7.40 |