Steinberg Global Asset Management as of June 30, 2015
Portfolio Holdings for Steinberg Global Asset Management
Steinberg Global Asset Management holds 226 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares 1-3 Yr Cr Bd Etf (IGSB) | 4.2 | $22M | 209k | 105.39 | |
Ishares Tr Fltg Rate Bd Etf (FLOT) | 4.1 | $21M | 423k | 50.66 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 3.7 | $19M | 168k | 113.86 | |
Ishares Tr Usa Min Vol Etf (USMV) | 3.3 | $17M | 424k | 40.30 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.1 | $17M | 163k | 101.12 | |
Ishares U.s. Pfd Stk Etf (PFF) | 2.8 | $15M | 382k | 39.14 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $13M | 89k | 149.98 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $13M | 112k | 117.83 | |
Ishares Tr S&p 500 Val Etf (IVE) | 2.4 | $13M | 139k | 92.21 | |
Spdr Series Trust S&p Divid Etf (SDY) | 2.4 | $13M | 164k | 76.19 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 2.1 | $11M | 452k | 24.38 | |
Select Sector Spdr Tr Technology (XLK) | 2.1 | $11M | 261k | 41.39 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.0 | $10M | 122k | 85.21 | |
Pimco Etf Tr 0-5 High Yield (HYS) | 1.8 | $9.6M | 96k | 100.00 | |
Pepsi (PEP) | 1.8 | $9.4M | 101k | 93.16 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $8.2M | 103k | 79.62 | |
Merck & Co (MRK) | 1.4 | $7.4M | 131k | 56.86 | |
Intel Corporation (INTC) | 1.4 | $7.4M | 242k | 30.47 | |
Kraft Foods | 1.3 | $6.9M | 81k | 85.04 | |
At&t (T) | 1.3 | $6.8M | 193k | 35.52 | |
Abbvie (ABBV) | 1.3 | $6.7M | 100k | 67.11 | |
Claymore Exchange Trd Fd Tr Gugg Spinoff Etf | 1.3 | $6.6M | 144k | 45.93 | |
Markel Corporation (MKL) | 1.2 | $6.5M | 8.2k | 797.47 | |
Pfizer (PFE) | 1.2 | $6.5M | 193k | 33.62 | |
Procter & Gamble Company (PG) | 1.2 | $6.4M | 82k | 78.22 | |
Ford Mtr Co Del Com Par $0.01 (F) | 1.2 | $6.0M | 403k | 15.01 | |
Jpmorgan Chase & Co Alerian Ml Etn | 1.1 | $5.9M | 150k | 39.69 | |
Verizon Communications (VZ) | 1.1 | $5.8M | 124k | 46.61 | |
Duke Energy Corp Com New (DUK) | 1.1 | $5.7M | 80k | 70.77 | |
Lockheed Martin Corporation (LMT) | 1.1 | $5.7M | 31k | 185.92 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.7M | 42k | 136.11 | |
Southern Company (SO) | 1.1 | $5.6M | 135k | 41.78 | |
Chevron Corporation (CVX) | 1.0 | $5.5M | 57k | 96.42 | |
Royal Dutch Shell Spons Adr A | 1.0 | $5.5M | 96k | 56.88 | |
Apple (AAPL) | 1.0 | $5.4M | 43k | 125.85 | |
Paychex (PAYX) | 1.0 | $5.3M | 113k | 46.77 | |
Bce Com New (BCE) | 1.0 | $5.2M | 121k | 42.56 | |
Bk Nova Cad (BNS) | 1.0 | $5.1M | 99k | 51.76 | |
Kimberly-Clark Corporation (KMB) | 1.0 | $5.0M | 48k | 105.79 | |
ConocoPhillips (COP) | 1.0 | $5.0M | 82k | 61.30 | |
Altria (MO) | 0.9 | $4.8M | 99k | 48.90 | |
Eaton Corp SHS (ETN) | 0.7 | $3.8M | 57k | 67.57 | |
Spdr Series Trust Wells Fg Pfd Etf (PSK) | 0.7 | $3.6M | 82k | 43.39 | |
United Parcel Service CL B (UPS) | 0.6 | $3.3M | 34k | 96.92 | |
Bristol Myers Squibb (BMY) | 0.6 | $3.2M | 48k | 66.90 | |
Amgen (AMGN) | 0.6 | $3.0M | 20k | 153.54 | |
International Business Machines (IBM) | 0.6 | $2.9M | 18k | 162.63 | |
American Intl Group Com New (AIG) | 0.5 | $2.6M | 43k | 61.63 | |
Home Depot (HD) | 0.5 | $2.6M | 23k | 111.11 | |
FedEx Corporation (FDX) | 0.5 | $2.5M | 15k | 170.41 | |
Blackhawk Network Hldgs Inc cl a | 0.5 | $2.5M | 61k | 40.71 | |
Mastercard Cl A (MA) | 0.5 | $2.5M | 27k | 93.14 | |
CarMax (KMX) | 0.5 | $2.4M | 36k | 66.41 | |
Kinder Morgan (KMI) | 0.4 | $2.3M | 60k | 38.39 | |
Exxon Mobil Corporation (XOM) | 0.4 | $2.3M | 27k | 83.20 | |
Wells Fargo & Company (WFC) | 0.4 | $2.1M | 39k | 54.84 | |
Allied Wrld Assur Com Hldg A SHS | 0.4 | $2.0M | 46k | 43.53 | |
Johnson & Johnson (JNJ) | 0.4 | $1.9M | 20k | 97.44 | |
Cisco Systems (CSCO) | 0.3 | $1.8M | 65k | 27.76 | |
Philip Morris International (PM) | 0.3 | $1.8M | 22k | 80.17 | |
United Technologies Corporation | 0.3 | $1.7M | 16k | 111.94 | |
Ishares Eafe Grwth Etf (EFG) | 0.3 | $1.7M | 25k | 69.09 | |
ImmunoGen | 0.3 | $1.7M | 118k | 14.38 | |
Biglari Holdings | 0.3 | $1.7M | 4.0k | 416.67 | |
C.R. Bard | 0.3 | $1.7M | 9.6k | 171.30 | |
India Fund (IFN) | 0.3 | $1.6M | 61k | 26.82 | |
General Electric Company | 0.3 | $1.6M | 60k | 26.57 | |
Walgreen Boots Alliance (WBA) | 0.3 | $1.6M | 19k | 84.46 | |
Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.3 | $1.6M | 25k | 64.58 | |
Intercontinental Exchange (ICE) | 0.3 | $1.5M | 6.9k | 223.60 | |
Discover Financial Services (DFS) | 0.3 | $1.5M | 26k | 57.61 | |
Coca-Cola Company (KO) | 0.3 | $1.5M | 38k | 39.22 | |
Novartis A G Sponsored Adr (NVS) | 0.3 | $1.4M | 15k | 98.37 | |
Wells Fargo & Co *w Exp 10/28/201 | 0.3 | $1.4M | 62k | 22.22 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.4M | 10k | 135.03 | |
Microsoft Corporation (MSFT) | 0.3 | $1.4M | 31k | 44.37 | |
Ishares Tr Eafe Min Vol Etf (EFAV) | 0.2 | $1.3M | 20k | 64.81 | |
Ishares Eafe Value Etf (EFV) | 0.2 | $1.3M | 25k | 52.35 | |
Gilead Sciences (GILD) | 0.2 | $1.3M | 11k | 117.12 | |
Chesapeake Energy Corporation | 0.2 | $1.2M | 112k | 11.17 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $1.2M | 30k | 40.63 | |
Jarden Corporation | 0.2 | $1.2M | 23k | 51.74 | |
Ishares Tr Hdg Msci Germn (HEWG) | 0.2 | $1.2M | 45k | 26.10 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.2 | $1.2M | 33k | 34.94 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.1M | 5.4k | 205.81 | |
Boeing Company (BA) | 0.2 | $1.1M | 7.8k | 135.14 | |
First of Long Island Corporation (FLIC) | 0.2 | $1.0M | 38k | 27.72 | |
Ishares Intl Sel Div Etf (IDV) | 0.2 | $1.0M | 34k | 30.53 | |
Realty Income (O) | 0.2 | $1.0M | 23k | 44.38 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.0M | 500.00 | 2048.00 | |
Marathon Petroleum Corp (MPC) | 0.2 | $991k | 19k | 52.32 | |
Macy's (M) | 0.2 | $929k | 14k | 67.85 | |
Ishares Eafe Sml Cp Etf (SCZ) | 0.2 | $918k | 18k | 52.08 | |
Halliburton Company (HAL) | 0.2 | $892k | 21k | 43.07 | |
Mitsubishi Ufj Finl Group In Sponsored Adr (MUFG) | 0.2 | $886k | 121k | 7.30 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.2 | $875k | 12k | 73.38 | |
MetLife (MET) | 0.2 | $861k | 14k | 60.00 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $845k | 22k | 39.13 | |
Teva Pharmaceutical Inds Adr (TEVA) | 0.2 | $833k | 17k | 50.00 | |
Ishares Msci Eurzone Etf (EZU) | 0.2 | $832k | 22k | 37.53 | |
Honeywell International (HON) | 0.2 | $832k | 8.2k | 102.00 | |
Colgate-Palmolive Company (CL) | 0.2 | $831k | 13k | 65.40 | |
eBay (EBAY) | 0.2 | $813k | 14k | 60.21 | |
Abbott Laboratories (ABT) | 0.2 | $809k | 17k | 49.07 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $788k | 21k | 38.23 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $785k | 12k | 67.78 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $767k | 14k | 53.65 | |
Citigroup Com New (C) | 0.1 | $759k | 14k | 55.24 | |
Capital Southwest Corporation (CSWC) | 0.1 | $749k | 15k | 49.95 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $740k | 25k | 29.75 | |
Henry Schein (HSIC) | 0.1 | $732k | 5.2k | 142.08 | |
EMC Corporation | 0.1 | $724k | 24k | 29.70 | |
Anthem (ELV) | 0.1 | $720k | 4.3k | 168.00 | |
Thermo Fisher Scientific (TMO) | 0.1 | $709k | 5.5k | 129.73 | |
Texas Pac Ld Tr Sub Ctf Prop I T | 0.1 | $706k | 4.7k | 150.53 | |
Genesee & Wyo Cl A | 0.1 | $700k | 9.2k | 76.13 | |
Liberty Global SHS CL C | 0.1 | $698k | 14k | 51.28 | |
Facebook Cl A (META) | 0.1 | $696k | 8.1k | 85.74 | |
TJX Companies (TJX) | 0.1 | $680k | 10k | 66.21 | |
Lowe's Companies (LOW) | 0.1 | $670k | 10k | 66.95 | |
3M Company (MMM) | 0.1 | $653k | 4.2k | 154.23 | |
Northrop Grumman Corporation (NOC) | 0.1 | $644k | 3.9k | 166.67 | |
Google Cl A | 0.1 | $625k | 1.3k | 500.00 | |
Google CL C | 0.1 | $624k | 1.2k | 500.00 | |
Hologic (HOLX) | 0.1 | $618k | 20k | 31.25 | |
Disney Walt Com Disney (DIS) | 0.1 | $616k | 5.4k | 114.07 | |
Corrections Corp Amer Com New | 0.1 | $612k | 19k | 33.08 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $612k | 14k | 43.56 | |
Enterprise Products Partners (EPD) | 0.1 | $607k | 20k | 29.91 | |
American Express Company (AXP) | 0.1 | $594k | 7.6k | 77.72 | |
Ishares Msci Hong Kg Etf (EWH) | 0.1 | $591k | 26k | 22.56 | |
Partner Re | 0.1 | $579k | 5.2k | 111.11 | |
SYSCO Corporation (SYY) | 0.1 | $574k | 15k | 39.22 | |
Regal Entmt Group Cl A | 0.1 | $563k | 31k | 18.02 | |
Corning Incorporated (GLW) | 0.1 | $563k | 29k | 19.72 | |
Fortress Investment Group Ll Cl A | 0.1 | $561k | 67k | 8.44 | |
IDEX Corporation (IEX) | 0.1 | $558k | 8.4k | 66.67 | |
Visa Com Cl A (V) | 0.1 | $555k | 8.3k | 67.16 | |
Dbx Etf Tr Xtrak Msci Eafe (DBEF) | 0.1 | $552k | 19k | 28.64 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $546k | 13k | 43.11 | |
Devon Energy Corporation (DVN) | 0.1 | $523k | 8.9k | 58.61 | |
Liberty Global Shs Cl A | 0.1 | $523k | 9.6k | 54.65 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $515k | 10k | 50.79 | |
China Mobile Sponsored Adr | 0.1 | $514k | 9.0k | 57.14 | |
Spdr Series Trust Brc Hgh Yld Bd | 0.1 | $512k | 13k | 38.42 | |
Activision Blizzard | 0.1 | $511k | 22k | 23.53 | |
Energy Transfer Prtnrs Unit Ltd Partn | 0.1 | $498k | 9.5k | 52.22 | |
National-Oilwell Var | 0.1 | $492k | 11k | 47.06 | |
EXCO Resources | 0.1 | $489k | 415k | 1.18 | |
Cme (CME) | 0.1 | $479k | 5.2k | 93.01 | |
Helen Of Troy (HELE) | 0.1 | $477k | 4.8k | 98.63 | |
General Mills (GIS) | 0.1 | $474k | 8.5k | 55.74 | |
Cerus Corporation (CERS) | 0.1 | $463k | 89k | 5.19 | |
Calgon Carbon Corporation | 0.1 | $460k | 26k | 18.02 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $457k | 9.4k | 48.78 | |
Las Vegas Sands (LVS) | 0.1 | $457k | 8.7k | 52.60 | |
Bar Harbor Bankshares (BHB) | 0.1 | $454k | 13k | 35.47 | |
Enova Intl (ENVA) | 0.1 | $453k | 22k | 21.05 | |
Greenlight Capital Re Class A (GLRE) | 0.1 | $445k | 15k | 29.20 | |
Ishares Tr Europe Etf (IEV) | 0.1 | $444k | 10k | 43.74 | |
Eli Lilly & Co. (LLY) | 0.1 | $442k | 5.6k | 79.37 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $437k | 7.6k | 57.46 | |
Ariad Pharmaceuticals | 0.1 | $433k | 52k | 8.27 | |
BP Sponsored Adr (BP) | 0.1 | $430k | 11k | 39.99 | |
Vanguard Specialized Portfol Div App Etf (VIG) | 0.1 | $419k | 5.3k | 78.58 | |
RPM International (RPM) | 0.1 | $411k | 8.4k | 49.03 | |
Hershey Company (HSY) | 0.1 | $409k | 4.6k | 88.91 | |
Investors Title Company (ITIC) | 0.1 | $404k | 5.7k | 70.88 | |
Wisdomtree Tr Emerg Mkts Etf (DEM) | 0.1 | $403k | 7.7k | 52.63 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $385k | 9.0k | 42.59 | |
Bank of America Corporation (BAC) | 0.1 | $379k | 22k | 17.04 | |
Zimmer Holdings (ZBH) | 0.1 | $358k | 3.3k | 109.11 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $340k | 5.7k | 60.11 | |
Unilever N V N Y Shs New | 0.1 | $338k | 8.1k | 41.88 | |
Bgc Partners Cl A | 0.1 | $336k | 38k | 8.75 | |
Ishares Iboxx Hi Yd Etf (HYG) | 0.1 | $332k | 3.7k | 88.72 | |
Norfolk Southern (NSC) | 0.1 | $324k | 3.7k | 87.45 | |
Apache Corporation | 0.1 | $320k | 5.0k | 64.52 | |
Markwest Energy Partners Unit Ltd Partn | 0.1 | $312k | 5.5k | 56.37 | |
T. Rowe Price (TROW) | 0.1 | $307k | 3.9k | 77.77 | |
Ishares Usa Esg Slct Etf (SUSA) | 0.1 | $305k | 3.6k | 85.03 | |
Biogen Idec (BIIB) | 0.1 | $301k | 745.00 | 404.03 | |
CVS Caremark Corporation (CVS) | 0.1 | $296k | 2.8k | 104.89 | |
Spdr Gold Trust Gold Shs (GLD) | 0.1 | $285k | 2.5k | 112.25 | |
Acadia Healthcare (ACHC) | 0.1 | $281k | 3.6k | 78.40 | |
Intl Fcstone | 0.1 | $279k | 8.4k | 33.21 | |
Wal-Mart Stores (WMT) | 0.1 | $279k | 3.9k | 71.03 | |
Dow Chemical Company | 0.1 | $269k | 5.3k | 51.09 | |
Bryn Mawr Bank | 0.1 | $268k | 8.9k | 30.11 | |
Spectra Energy | 0.1 | $263k | 8.1k | 32.65 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $257k | 32k | 7.97 | |
Caterpillar (CAT) | 0.0 | $257k | 3.0k | 84.90 | |
Directv | 0.0 | $256k | 2.8k | 92.85 | |
Enbridge Energy Partners | 0.0 | $255k | 7.7k | 33.32 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $254k | 4.9k | 52.16 | |
Medtronic SHS (MDT) | 0.0 | $251k | 3.4k | 74.04 | |
Annaly Capital Management | 0.0 | $251k | 27k | 9.18 | |
Schlumberger (SLB) | 0.0 | $249k | 2.9k | 86.16 | |
Us Bancorp Del Com New (USB) | 0.0 | $248k | 5.7k | 43.41 | |
Glu Mobile | 0.0 | $248k | 40k | 6.20 | |
Nuveen Fltng Rte Incm Opp Com Shs | 0.0 | $248k | 23k | 10.80 | |
Starbucks Corporation (SBUX) | 0.0 | $247k | 4.6k | 53.70 | |
Nextera Energy (NEE) | 0.0 | $238k | 2.4k | 97.86 | |
Marsh & McLennan Companies (MMC) | 0.0 | $236k | 4.2k | 56.66 | |
Raytheon Com New | 0.0 | $236k | 2.5k | 95.74 | |
Allergan SHS | 0.0 | $236k | 779.00 | 302.95 | |
Teekay Lng Partners Prtnrsp Units | 0.0 | $234k | 7.3k | 32.21 | |
McDonald's Corporation (MCD) | 0.0 | $231k | 2.4k | 95.06 | |
Deere & Company (DE) | 0.0 | $231k | 2.4k | 96.86 | |
Goldman Sachs (GS) | 0.0 | $230k | 1.1k | 209.09 | |
O'reilly Automotive (ORLY) | 0.0 | $226k | 1.0k | 226.00 | |
Alcentra Cap | 0.0 | $225k | 18k | 12.68 | |
E.I. du Pont de Nemours & Company | 0.0 | $225k | 3.5k | 64.01 | |
Clorox Company (CLX) | 0.0 | $224k | 2.2k | 103.99 | |
Chimera Invt Corp Com New | 0.0 | $221k | 16k | 13.71 | |
Amazon (AMZN) | 0.0 | $215k | 495.00 | 434.34 | |
Cepheid | 0.0 | $214k | 3.5k | 61.14 | |
Qualcomm (QCOM) | 0.0 | $212k | 3.4k | 62.63 | |
Sigma-Aldrich Corporation | 0.0 | $202k | 1.5k | 139.31 | |
Dunkin' Brands Group | 0.0 | $201k | 3.7k | 55.07 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.0 | $155k | 11k | 13.79 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $152k | 41k | 3.73 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $141k | 16k | 8.90 | |
Willamette Valley Vineyards (WVVI) | 0.0 | $94k | 14k | 6.91 | |
Alpine Global Premier Pptys Com Sbi | 0.0 | $65k | 10k | 6.50 | |
Natural Resource Partners L Com Unit L P | 0.0 | $0 | 15k | 0.00 |