Steinberg Global Asset Management as of Dec. 31, 2014
Portfolio Holdings for Steinberg Global Asset Management
Steinberg Global Asset Management holds 185 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr S&p 500 Grwt Etf (IVW) | 5.1 | $24M | 212k | 111.55 | |
Ishares 1-3 Yr Cr Bd Etf (IGSB) | 4.3 | $20M | 191k | 105.19 | |
Ishares Tr Fltg Rate Bd Etf (FLOT) | 4.2 | $19M | 384k | 50.54 | |
Ishares Tr S&p 500 Val Etf (IVE) | 3.8 | $18M | 188k | 93.75 | |
Ishares Tr Usa Min Vol Etf (USMV) | 3.8 | $18M | 431k | 40.48 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.1 | $14M | 141k | 101.19 | |
Ishares U.s. Pfd Stk Etf (PFF) | 2.8 | $13M | 326k | 39.44 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $12M | 84k | 144.84 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.6 | $12M | 105k | 114.16 | |
Spdr Series Trust S&p Divid Etf (SDY) | 2.5 | $12M | 148k | 78.86 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.0 | $9.3M | 108k | 86.29 | |
Pimco Etf Tr 0-5 High Yield (HYS) | 1.8 | $8.5M | 84k | 100.83 | |
Pepsi (PEP) | 1.8 | $8.3M | 88k | 94.63 | |
Intel Corporation (INTC) | 1.7 | $8.1M | 223k | 36.36 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $7.4M | 92k | 79.67 | |
Merck & Co (MRK) | 1.5 | $6.8M | 119k | 56.89 | |
Procter & Gamble Company (PG) | 1.4 | $6.5M | 72k | 90.80 | |
Microsoft Corporation (MSFT) | 1.4 | $6.4M | 137k | 46.45 | |
Altria (MO) | 1.4 | $6.3M | 128k | 49.34 | |
Claymore Exchange Trd Fd Tr Gugg Spinoff Etf | 1.3 | $6.1M | 136k | 44.79 | |
Ford Mtr Co Del Com Par $0.01 (F) | 1.3 | $6.0M | 387k | 15.48 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $6.0M | 40k | 149.85 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 1.3 | $5.9M | 238k | 24.77 | |
Chevron Corporation (CVX) | 1.2 | $5.8M | 52k | 111.88 | |
Select Sector Spdr Tr Technology (XLK) | 1.2 | $5.8M | 139k | 41.36 | |
Lockheed Martin Corporation (LMT) | 1.2 | $5.6M | 29k | 192.73 | |
Kraft Foods | 1.2 | $5.6M | 89k | 62.66 | |
Pfizer (PFE) | 1.2 | $5.5M | 178k | 31.23 | |
Verizon Communications (VZ) | 1.2 | $5.4M | 115k | 46.78 | |
Eli Lilly & Co. (LLY) | 1.1 | $5.3M | 77k | 68.85 | |
Jpmorgan Chase & Co Alerian Ml Etn | 1.1 | $5.2M | 114k | 45.87 | |
Abbvie (ABBV) | 1.1 | $5.1M | 79k | 65.36 | |
Bce Com New (BCE) | 1.1 | $5.0M | 109k | 45.86 | |
ConocoPhillips (COP) | 1.1 | $5.0M | 72k | 69.06 | |
Markel Corporation (MKL) | 1.1 | $4.9M | 7.2k | 682.88 | |
Paychex (PAYX) | 1.0 | $4.8M | 104k | 46.17 | |
Kimberly-Clark Corporation (KMB) | 1.0 | $4.8M | 41k | 115.47 | |
Royal Dutch Shell Spons Adr A | 1.0 | $4.7M | 71k | 66.91 | |
Apple (AAPL) | 1.0 | $4.5M | 40k | 112.03 | |
Bk Nova Cad (BNS) | 1.0 | $4.5M | 78k | 57.08 | |
Duke Energy Corp Com New (DUK) | 0.9 | $4.3M | 51k | 83.71 | |
Southern Company (SO) | 0.9 | $4.2M | 85k | 49.12 | |
Spdr Series Trust Wells Fg Pfd Etf (PSK) | 0.8 | $3.7M | 84k | 43.78 | |
United Parcel Service CL B (UPS) | 0.8 | $3.5M | 32k | 111.16 | |
Biglari Holdings | 0.7 | $3.4M | 8.5k | 400.00 | |
International Business Machines (IBM) | 0.6 | $3.0M | 19k | 160.46 | |
Exxon Mobil Corporation (XOM) | 0.5 | $2.4M | 26k | 92.47 | |
Dominion Resources (D) | 0.5 | $2.4M | 32k | 76.61 | |
FedEx Corporation (FDX) | 0.5 | $2.4M | 14k | 173.68 | |
Home Depot (HD) | 0.5 | $2.3M | 22k | 104.95 | |
CarMax (KMX) | 0.5 | $2.2M | 33k | 66.59 | |
American Intl Group Com New (AIG) | 0.5 | $2.2M | 39k | 56.01 | |
Mastercard Cl A (MA) | 0.5 | $2.1M | 24k | 86.16 | |
Bristol Myers Squibb (BMY) | 0.4 | $2.1M | 34k | 60.13 | |
Wells Fargo & Company (WFC) | 0.4 | $2.0M | 37k | 54.84 | |
Johnson & Johnson (JNJ) | 0.4 | $2.0M | 19k | 104.57 | |
Blackhawk Network Hldgs Cl A | 0.4 | $1.9M | 49k | 38.70 | |
Amgen (AMGN) | 0.4 | $1.9M | 12k | 159.26 | |
Philip Morris International (PM) | 0.4 | $1.8M | 22k | 81.45 | |
Coca-Cola Company (KO) | 0.4 | $1.7M | 41k | 42.21 | |
General Electric Company | 0.3 | $1.6M | 64k | 25.28 | |
United Technologies Corporation | 0.3 | $1.6M | 14k | 115.00 | |
Chesapeake Energy Corporation | 0.3 | $1.6M | 80k | 19.57 | |
Novartis A G Sponsored Adr (NVS) | 0.3 | $1.6M | 17k | 92.67 | |
Intercontinental Exchange (ICE) | 0.3 | $1.5M | 6.7k | 219.32 | |
Walgreen Boots Alliance (WBA) | 0.3 | $1.4M | 19k | 76.19 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.4M | 600.00 | 2260.00 | |
C.R. Bard | 0.3 | $1.3M | 8.2k | 164.71 | |
Marathon Petroleum Corp (MPC) | 0.3 | $1.2M | 14k | 90.24 | |
India Fund (IFN) | 0.3 | $1.2M | 47k | 25.80 | |
Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.3 | $1.2M | 20k | 57.43 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.3 | $1.2M | 14k | 82.64 | |
At&t (T) | 0.2 | $1.1M | 34k | 33.58 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.2 | $1.1M | 22k | 50.13 | |
First of Long Island Corporation (FLIC) | 0.2 | $1.1M | 38k | 28.38 | |
Realty Income (O) | 0.2 | $1.1M | 22k | 47.73 | |
Wells Fargo & Co *w Exp 10/28/201 | 0.2 | $1.0M | 49k | 21.24 | |
Discover Financial Services (DFS) | 0.2 | $1.0M | 16k | 65.52 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $1.0M | 28k | 36.32 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $926k | 18k | 51.30 | |
Honeywell International (HON) | 0.2 | $925k | 9.3k | 99.92 | |
Gilead Sciences (GILD) | 0.2 | $923k | 9.7k | 94.83 | |
Boeing Company (BA) | 0.2 | $920k | 7.3k | 126.13 | |
Cisco Systems (CSCO) | 0.2 | $920k | 33k | 27.51 | |
Teva Pharmaceutical Inds Adr (TEVA) | 0.2 | $902k | 16k | 57.53 | |
Jarden Corporation | 0.2 | $865k | 18k | 47.62 | |
Costco Wholesale Corporation (COST) | 0.2 | $848k | 6.0k | 141.81 | |
Vanguard Specialized Portfol Div App Etf (VIG) | 0.2 | $790k | 9.7k | 81.20 | |
Enterprise Products Partners (EPD) | 0.2 | $779k | 22k | 36.11 | |
Allied Wrld Assur Com Hldg A SHS | 0.2 | $771k | 21k | 37.27 | |
eBay (EBAY) | 0.2 | $765k | 14k | 55.35 | |
Genesee & Wyo Cl A | 0.2 | $764k | 8.5k | 89.94 | |
Energy Transfer Prtnrs Unit Ltd Partn | 0.2 | $761k | 12k | 65.01 | |
Directv | 0.2 | $739k | 8.5k | 86.75 | |
TJX Companies (TJX) | 0.2 | $720k | 11k | 68.60 | |
Facebook Cl A (META) | 0.1 | $688k | 8.8k | 78.02 | |
Thermo Fisher Scientific (TMO) | 0.1 | $685k | 5.5k | 125.34 | |
Lowe's Companies (LOW) | 0.1 | $671k | 9.6k | 69.57 | |
Triumph (TGI) | 0.1 | $669k | 9.8k | 68.44 | |
Eaton Corp SHS (ETN) | 0.1 | $659k | 9.5k | 69.57 | |
Spdr Series Trust Brc Hgh Yld Bd | 0.1 | $654k | 17k | 38.60 | |
Abbott Laboratories (ABT) | 0.1 | $644k | 14k | 45.03 | |
National-Oilwell Var | 0.1 | $640k | 9.8k | 65.57 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $628k | 16k | 39.82 | |
Citigroup Com New (C) | 0.1 | $627k | 12k | 52.45 | |
Colgate-Palmolive Company (CL) | 0.1 | $627k | 9.1k | 69.22 | |
3M Company (MMM) | 0.1 | $623k | 3.8k | 164.42 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $609k | 9.7k | 62.54 | |
American Express Company (AXP) | 0.1 | $604k | 6.5k | 93.05 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $569k | 19k | 30.05 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $569k | 11k | 51.66 | |
Capital Southwest Corporation (CSWC) | 0.1 | $568k | 15k | 37.88 | |
Cerus Corporation (CERS) | 0.1 | $557k | 89k | 6.24 | |
Macy's (M) | 0.1 | $554k | 8.3k | 66.41 | |
Visa Com Cl A (V) | 0.1 | $548k | 2.1k | 262.33 | |
Ishares Msci Hong Kg Etf (EWH) | 0.1 | $546k | 27k | 20.53 | |
Henry Schein (HSIC) | 0.1 | $542k | 4.0k | 136.15 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $518k | 2.5k | 205.64 | |
Bgc Partners Cl A | 0.1 | $517k | 57k | 9.15 | |
Anthem (ELV) | 0.1 | $505k | 3.9k | 128.00 | |
Greenlight Capital Re Class A (GLRE) | 0.1 | $501k | 15k | 32.66 | |
Devon Energy Corporation (DVN) | 0.1 | $480k | 7.7k | 62.27 | |
Disney Walt Com Disney (DIS) | 0.1 | $477k | 5.1k | 94.14 | |
Cme (CME) | 0.1 | $473k | 5.3k | 88.73 | |
Enbridge Energy Partners | 0.1 | $466k | 12k | 39.93 | |
General Mills (GIS) | 0.1 | $464k | 8.7k | 53.34 | |
Ishares Intl Sel Div Etf (IDV) | 0.1 | $464k | 14k | 33.69 | |
Markwest Energy Partners Unit Ltd Partn | 0.1 | $450k | 6.7k | 67.16 | |
Norfolk Southern (NSC) | 0.1 | $440k | 4.0k | 109.73 | |
BP Sponsored Adr (BP) | 0.1 | $432k | 11k | 38.08 | |
Hershey Company (HSY) | 0.1 | $426k | 4.1k | 103.90 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $425k | 9.6k | 44.14 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $412k | 8.1k | 50.59 | |
Bar Harbor Bankshares (BHB) | 0.1 | $410k | 13k | 32.03 | |
Nuveen Fltng Rte Incm Opp Com Shs | 0.1 | $390k | 35k | 11.28 | |
Zimmer Holdings (ZBH) | 0.1 | $372k | 3.3k | 113.38 | |
Wal-Mart Stores (WMT) | 0.1 | $360k | 4.2k | 85.92 | |
Consolidated Edison (ED) | 0.1 | $358k | 5.4k | 66.02 | |
Bank of America Corporation (BAC) | 0.1 | $353k | 20k | 17.89 | |
Ishares Iboxx Hi Yd Etf (HYG) | 0.1 | $335k | 3.7k | 89.52 | |
Halliburton Company (HAL) | 0.1 | $332k | 8.4k | 39.41 | |
Nextera Energy (NEE) | 0.1 | $328k | 3.1k | 106.36 | |
Alcentra Cap | 0.1 | $324k | 26k | 12.51 | |
EXCO Resources | 0.1 | $323k | 146k | 2.21 | |
Diageo P L C Spon Adr New (DEO) | 0.1 | $322k | 2.8k | 113.98 | |
Teekay Lng Partners Prtnrsp Units | 0.1 | $322k | 7.5k | 42.96 | |
Annaly Capital Management | 0.1 | $321k | 30k | 10.82 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $321k | 5.8k | 55.08 | |
Ishares Usa Esg Slct Etf (SUSA) | 0.1 | $309k | 3.6k | 86.14 | |
Spdr Gold Trust Gold Shs (GLD) | 0.1 | $305k | 2.7k | 113.64 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $304k | 5.9k | 51.79 | |
Suncor Energy (SU) | 0.1 | $304k | 9.6k | 31.76 | |
Canadian Pacific Railway | 0.1 | $295k | 1.5k | 192.81 | |
Unilever N V N Y Shs New | 0.1 | $293k | 7.5k | 39.07 | |
RPM International (RPM) | 0.1 | $291k | 5.7k | 50.71 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $281k | 6.9k | 40.68 | |
Google Cl A | 0.1 | $280k | 527.00 | 531.31 | |
Google CL C | 0.1 | $277k | 527.00 | 525.62 | |
L Brands | 0.1 | $273k | 3.2k | 86.67 | |
Bryn Mawr Bank | 0.1 | $272k | 8.7k | 31.26 | |
Brookline Ban (BRKL) | 0.1 | $272k | 27k | 10.04 | |
Williams Partners Com Unit L P | 0.1 | $271k | 6.1k | 44.70 | |
Raytheon Com New | 0.1 | $260k | 2.4k | 108.33 | |
Chimera Investment Corporation | 0.1 | $256k | 81k | 3.18 | |
Oracle Corporation (ORCL) | 0.1 | $248k | 5.5k | 44.94 | |
Cameco Corporation (CCJ) | 0.1 | $246k | 15k | 16.61 | |
CVS Caremark Corporation (CVS) | 0.1 | $246k | 2.6k | 96.43 | |
Biogen Idec (BIIB) | 0.1 | $246k | 725.00 | 339.31 | |
Medtronic | 0.1 | $241k | 3.3k | 72.31 | |
Amazon (AMZN) | 0.1 | $239k | 770.00 | 310.39 | |
Dow Chemical Company | 0.1 | $236k | 5.2k | 45.52 | |
Qualcomm (QCOM) | 0.1 | $233k | 3.1k | 74.44 | |
McDonald's Corporation (MCD) | 0.0 | $226k | 2.4k | 93.58 | |
Main Street Capital Corporation (MAIN) | 0.0 | $219k | 7.5k | 29.20 | |
Acadia Healthcare (ACHC) | 0.0 | $219k | 3.6k | 61.10 | |
Alliant Techsystems | 0.0 | $216k | 1.9k | 116.00 | |
Goldman Sachs (GS) | 0.0 | $213k | 1.1k | 193.64 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.0 | $198k | 14k | 13.72 | |
Eaton Vance Tax-advntg Glbl Di (ETG) | 0.0 | $197k | 12k | 16.20 | |
Glu Mobile | 0.0 | $156k | 40k | 3.90 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $150k | 18k | 8.14 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $129k | 18k | 7.31 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $126k | 31k | 4.11 | |
Genocea Biosciences | 0.0 | $76k | 11k | 7.00 | |
Alpine Global Premier Pptys Com Sbi | 0.0 | $72k | 10k | 7.20 |