Steinberg Global Asset Management as of Sept. 30, 2014
Portfolio Holdings for Steinberg Global Asset Management
Steinberg Global Asset Management holds 188 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares 1-3 Yr Cr Bd Etf (IGSB) | 4.5 | $20M | 186k | 105.15 | |
Ishares Tr Fltg Rate Bd Etf (FLOT) | 4.3 | $19M | 374k | 50.79 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 3.8 | $17M | 157k | 106.83 | |
Ishares Tr S&p 500 Val Etf (IVE) | 3.4 | $15M | 163k | 90.07 | |
Pimco Etf Tr Enhan Shrt Mat (MINT) | 3.3 | $15M | 143k | 101.35 | |
Ishares U.s. Pfd Stk Etf (PFF) | 2.8 | $12M | 308k | 39.52 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $12M | 84k | 136.67 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $11M | 105k | 104.27 | |
Ishares Intl Sel Div Etf (IDV) | 2.5 | $11M | 306k | 35.79 | |
Spdr Ser Tr Sht Trm Hgh Yld (SJNK) | 2.1 | $9.2M | 308k | 29.89 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.0 | $8.8M | 103k | 85.91 | |
Pepsi (PEP) | 1.7 | $7.5M | 80k | 93.09 | |
Intel Corporation (INTC) | 1.7 | $7.4M | 213k | 34.82 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $7.1M | 89k | 79.72 | |
Claymore Exchange Trd Fd Tr Gugg Spinoff Etf | 1.4 | $6.3M | 140k | 45.13 | |
Spdr Series Trust S&p Divid Etf (SDY) | 1.4 | $6.2M | 83k | 74.94 | |
Microsoft Corporation (MSFT) | 1.4 | $6.0M | 130k | 46.36 | |
Procter & Gamble Company (PG) | 1.3 | $5.8M | 70k | 83.75 | |
Jpmorgan Chase & Co Alerian Ml Etn | 1.3 | $5.8M | 110k | 53.08 | |
Chevron Corporation (CVX) | 1.3 | $5.8M | 48k | 119.42 | |
Altria (MO) | 1.3 | $5.7M | 124k | 45.94 | |
Ishares Tr Europe Etf (IEV) | 1.3 | $5.5M | 122k | 45.13 | |
Verizon Communications (VZ) | 1.2 | $5.4M | 109k | 49.99 | |
Ishares Emu Etf (EZU) | 1.2 | $5.4M | 140k | 38.52 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.1M | 37k | 138.46 | |
Lockheed Martin Corporation (LMT) | 1.2 | $5.1M | 28k | 182.42 | |
ConocoPhillips (COP) | 1.2 | $5.1M | 67k | 76.52 | |
Royal Dutch Shell Spons Adr A | 1.1 | $5.0M | 66k | 76.35 | |
Duke Energy Corp Com New (DUK) | 1.1 | $5.0M | 67k | 74.76 | |
Abbvie (ABBV) | 1.1 | $4.9M | 85k | 57.84 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $4.9M | 117k | 41.80 | |
Proshares Tr PSHS SHRT S&P500 | 1.1 | $4.9M | 212k | 23.01 | |
Johnson & Johnson (JNJ) | 1.1 | $4.9M | 46k | 106.60 | |
Kraft Foods | 1.1 | $4.8M | 85k | 56.46 | |
Pfizer (PFE) | 1.1 | $4.8M | 162k | 29.60 | |
Eli Lilly & Co. (LLY) | 1.1 | $4.7M | 73k | 64.86 | |
Southern Company (SO) | 1.1 | $4.7M | 107k | 43.48 | |
Markel Corporation (MKL) | 1.1 | $4.6M | 7.3k | 631.58 | |
Bce Com New (BCE) | 1.0 | $4.5M | 105k | 42.90 | |
Paychex (PAYX) | 1.0 | $4.4M | 100k | 44.20 | |
Dominion Resources (D) | 1.0 | $4.3M | 62k | 69.08 | |
Apple (AAPL) | 0.9 | $4.1M | 41k | 100.76 | |
Kimberly-Clark Corporation (KMB) | 0.9 | $4.1M | 38k | 107.43 | |
Ensco Shs Class A | 0.9 | $4.1M | 99k | 41.31 | |
Ford Mtr Co Del Com Par $0.01 (F) | 0.9 | $3.7M | 253k | 14.79 | |
Spdr Series Trust Wells Fg Pfd Etf (PSK) | 0.8 | $3.6M | 83k | 43.51 | |
International Business Machines (IBM) | 0.8 | $3.6M | 19k | 189.81 | |
United Parcel Service CL B (UPS) | 0.7 | $2.9M | 29k | 98.30 | |
Biglari Holdings | 0.7 | $2.9M | 8.4k | 339.82 | |
Chesapeake Energy Corporation | 0.6 | $2.7M | 116k | 22.99 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.5M | 26k | 94.05 | |
Merck & Co (MRK) | 0.5 | $2.2M | 37k | 59.27 | |
American Intl Group Com New (AIG) | 0.5 | $2.1M | 38k | 54.01 | |
FedEx Corporation (FDX) | 0.5 | $2.0M | 13k | 161.43 | |
Coca-Cola Company (KO) | 0.5 | $2.0M | 47k | 42.67 | |
Home Depot (HD) | 0.5 | $2.0M | 22k | 91.76 | |
Wells Fargo & Company (WFC) | 0.4 | $1.8M | 35k | 52.79 | |
Mastercard Cl A (MA) | 0.4 | $1.7M | 24k | 73.92 | |
Bristol Myers Squibb (BMY) | 0.4 | $1.7M | 33k | 51.15 | |
Proshares Tr Pshs Short Dow30 | 0.4 | $1.7M | 68k | 24.67 | |
Amgen (AMGN) | 0.4 | $1.7M | 12k | 140.47 | |
Philip Morris International (PM) | 0.4 | $1.7M | 20k | 83.42 | |
General Electric Company | 0.4 | $1.6M | 62k | 25.61 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.5M | 31k | 47.53 | |
CarMax (KMX) | 0.3 | $1.4M | 31k | 45.77 | |
United Technologies Corporation | 0.3 | $1.4M | 14k | 104.48 | |
Gilead Sciences (GILD) | 0.3 | $1.3M | 12k | 107.81 | |
Intercontinental Exchange (ICE) | 0.3 | $1.3M | 6.7k | 195.02 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.2M | 600.00 | 2068.33 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.3 | $1.2M | 14k | 84.18 | |
At&t (T) | 0.3 | $1.2M | 34k | 35.24 | |
Novartis A G Sponsored Adr (NVS) | 0.3 | $1.2M | 13k | 94.11 | |
Kinder Morgan Management SHS | 0.3 | $1.2M | 13k | 94.17 | |
Marathon Petroleum Corp (MPC) | 0.3 | $1.1M | 14k | 84.64 | |
Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.3 | $1.1M | 18k | 61.70 | |
Walgreen Company | 0.3 | $1.1M | 19k | 59.25 | |
Spdr Series Trust Brc Hgh Yld Bd | 0.3 | $1.1M | 28k | 40.18 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.3 | $1.1M | 19k | 58.84 | |
Kinder Morgan Energy Partner Ut Ltd Partner | 0.2 | $1.1M | 12k | 93.33 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.0M | 25k | 41.58 | |
Discover Financial Services (DFS) | 0.2 | $1.0M | 16k | 64.38 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.2 | $962k | 21k | 44.95 | |
Hollyfrontier Corp | 0.2 | $952k | 22k | 43.68 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $933k | 28k | 33.86 | |
Enterprise Products Partners (EPD) | 0.2 | $922k | 23k | 40.29 | |
C.R. Bard | 0.2 | $917k | 6.4k | 143.68 | |
Boeing Company (BA) | 0.2 | $890k | 7.1k | 126.13 | |
Realty Income (O) | 0.2 | $882k | 22k | 40.79 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $867k | 23k | 38.57 | |
First of Long Island Corporation (FLIC) | 0.2 | $865k | 25k | 34.45 | |
Honeywell International (HON) | 0.2 | $862k | 9.3k | 93.12 | |
Teva Pharmaceutical Inds Adr (TEVA) | 0.2 | $813k | 15k | 53.25 | |
Genesee & Wyo Cl A | 0.2 | $810k | 8.5k | 95.35 | |
Wells Fargo & Co *w Exp 10/28/201 | 0.2 | $790k | 39k | 20.16 | |
Cisco Systems (CSCO) | 0.2 | $783k | 31k | 25.02 | |
Vanguard Specialized Portfol Div App Etf (VIG) | 0.2 | $773k | 10k | 76.96 | |
Facebook Cl A (META) | 0.2 | $768k | 9.7k | 79.03 | |
eBay (EBAY) | 0.2 | $758k | 13k | 56.59 | |
Costco Wholesale Corporation (COST) | 0.2 | $742k | 5.9k | 125.34 | |
India Fund (IFN) | 0.2 | $734k | 27k | 27.14 | |
Directv | 0.2 | $706k | 8.2k | 85.86 | |
National-Oilwell Var | 0.2 | $702k | 9.2k | 76.14 | |
Thermo Fisher Scientific (TMO) | 0.2 | $677k | 5.6k | 121.65 | |
TJX Companies (TJX) | 0.1 | $645k | 11k | 59.20 | |
Spdr Gold Trust Gold Shs (GLD) | 0.1 | $637k | 5.5k | 116.26 | |
Jarden Corporation | 0.1 | $632k | 11k | 60.10 | |
Capital Southwest Corporation (CSWC) | 0.1 | $600k | 17k | 35.76 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $587k | 9.7k | 60.28 | |
Colgate-Palmolive Company (CL) | 0.1 | $587k | 9.0k | 65.17 | |
Citigroup Com New (C) | 0.1 | $586k | 11k | 51.84 | |
Abbott Laboratories (ABT) | 0.1 | $578k | 14k | 41.58 | |
Main Street Capital Corporation (MAIN) | 0.1 | $578k | 19k | 30.66 | |
Markwest Energy Partners Unit Ltd Partn | 0.1 | $576k | 7.5k | 76.80 | |
Ishares Msci Hong Kg Etf (EWH) | 0.1 | $566k | 28k | 20.32 | |
Eaton Corp SHS (ETN) | 0.1 | $563k | 8.9k | 63.31 | |
Annaly Capital Management | 0.1 | $559k | 52k | 10.69 | |
Diageo P L C Spon Adr New (DEO) | 0.1 | $551k | 4.8k | 115.39 | |
Intl Fcstone | 0.1 | $551k | 32k | 17.33 | |
Greenlight Capital Re Class A (GLRE) | 0.1 | $549k | 17k | 32.41 | |
3M Company (MMM) | 0.1 | $535k | 3.8k | 141.76 | |
Halliburton Company (HAL) | 0.1 | $527k | 8.2k | 64.41 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $523k | 17k | 31.03 | |
Proshares Tr Shrt 20+yr Tre (TBF) | 0.1 | $513k | 19k | 27.73 | |
Devon Energy Corporation (DVN) | 0.1 | $504k | 7.4k | 68.15 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $496k | 2.5k | 196.98 | |
Lowe's Companies (LOW) | 0.1 | $481k | 9.1k | 52.94 | |
Disney Walt Com Disney (DIS) | 0.1 | $473k | 5.3k | 88.96 | |
Henry Schein (HSIC) | 0.1 | $464k | 4.0k | 116.55 | |
Visa Com Cl A (V) | 0.1 | $462k | 2.2k | 213.49 | |
Nuveen Fltng Rte Incm Opp Com Shs | 0.1 | $456k | 40k | 11.38 | |
BP Sponsored Adr (BP) | 0.1 | $454k | 10k | 43.91 | |
Norfolk Southern (NSC) | 0.1 | $448k | 4.0k | 111.72 | |
General Mills (GIS) | 0.1 | $448k | 8.9k | 50.43 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $445k | 8.5k | 52.49 | |
Allied Wrld Assur Com Hldg A SHS | 0.1 | $431k | 12k | 36.66 | |
WellPoint | 0.1 | $420k | 3.6k | 116.56 | |
Hershey Company (HSY) | 0.1 | $391k | 4.1k | 95.37 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $389k | 7.7k | 50.50 | |
Teekay Lng Partners Prtnrsp Units | 0.1 | $383k | 8.8k | 43.58 | |
Energy Transfer Prtnrs Unit Ltd Partn | 0.1 | $378k | 5.9k | 64.01 | |
AFLAC Incorporated (AFL) | 0.1 | $372k | 6.5k | 57.69 | |
Yum! Brands (YUM) | 0.1 | $368k | 5.1k | 71.93 | |
Cerus Corporation (CERS) | 0.1 | $358k | 89k | 4.01 | |
Bar Harbor Bankshares (BHB) | 0.1 | $356k | 12k | 28.94 | |
Cme (CME) | 0.1 | $354k | 4.4k | 79.89 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.1 | $353k | 25k | 14.38 | |
Suncor Energy (SU) | 0.1 | $353k | 9.8k | 36.13 | |
Bank of America Corporation (BAC) | 0.1 | $341k | 20k | 17.06 | |
Zimmer Holdings (ZBH) | 0.1 | $330k | 3.3k | 100.58 | |
Wal-Mart Stores (WMT) | 0.1 | $320k | 4.2k | 76.37 | |
Canadian Pacific Railway | 0.1 | $317k | 1.5k | 207.19 | |
Consolidated Edison (ED) | 0.1 | $307k | 5.4k | 56.64 | |
Fidelity Southern Corporation | 0.1 | $299k | 22k | 13.68 | |
Unilever N V N Y Shs New | 0.1 | $298k | 7.5k | 39.73 | |
Nextera Energy (NEE) | 0.1 | $289k | 3.1k | 93.74 | |
Google Cl A | 0.1 | $285k | 485.00 | 587.63 | |
Plum Creek Timber | 0.1 | $285k | 7.3k | 39.05 | |
Gt Solar Int'l | 0.1 | $282k | 26k | 10.85 | |
Archer Daniels Midland Company (ADM) | 0.1 | $281k | 5.5k | 51.13 | |
Google CL C | 0.1 | $280k | 485.00 | 577.32 | |
L Brands | 0.1 | $278k | 4.2k | 66.99 | |
Dow Chemical Company | 0.1 | $272k | 5.2k | 52.46 | |
RPM International (RPM) | 0.1 | $263k | 5.7k | 45.83 | |
American Express Company (AXP) | 0.1 | $262k | 3.0k | 87.60 | |
McDonald's Corporation (MCD) | 0.1 | $261k | 2.8k | 94.74 | |
Wpx Energy | 0.1 | $259k | 11k | 24.09 | |
Brookline Ban (BRKL) | 0.1 | $247k | 29k | 8.55 | |
Chimera Investment Corporation | 0.1 | $245k | 81k | 3.04 | |
Raytheon Com New | 0.1 | $244k | 2.4k | 101.67 | |
Biogen Idec (BIIB) | 0.1 | $240k | 725.00 | 331.03 | |
Alliant Techsystems | 0.1 | $238k | 1.9k | 127.82 | |
Qualcomm (QCOM) | 0.1 | $234k | 3.1k | 74.76 | |
Ishares Usa Esg Slct Etf (SUSA) | 0.1 | $232k | 2.8k | 82.36 | |
Amazon (AMZN) | 0.0 | $216k | 670.00 | 322.39 | |
Powershares Db Cmdty Idx Tra Unit Ben Int | 0.0 | $211k | 9.1k | 23.18 | |
Oracle Corporation (ORCL) | 0.0 | $211k | 5.5k | 38.23 | |
CVS Caremark Corporation (CVS) | 0.0 | $211k | 2.7k | 79.47 | |
Glu Mobile | 0.0 | $207k | 40k | 5.17 | |
Medtronic | 0.0 | $206k | 3.3k | 61.81 | |
Market Vectors Etf Tr Gold Miner Etf | 0.0 | $205k | 9.6k | 21.35 | |
Goldman Sachs (GS) | 0.0 | $202k | 1.1k | 183.64 | |
Canadian Natl Ry (CNI) | 0.0 | $201k | 2.8k | 71.02 | |
Cameco Corporation (CCJ) | 0.0 | $199k | 11k | 17.95 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $148k | 18k | 8.22 | |
Genocea Biosciences | 0.0 | $143k | 16k | 9.02 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $130k | 16k | 8.21 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $128k | 21k | 5.98 | |
Alpine Global Premier Pptys Com Sbi | 0.0 | $69k | 10k | 6.90 |