Steinberg Global Asset Management as of March 31, 2016
Portfolio Holdings for Steinberg Global Asset Management
Steinberg Global Asset Management holds 209 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 4.2 | $22M | 732k | 30.63 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.2 | $22M | 256k | 86.94 | |
iShares S&P 500 Growth Index (IVW) | 3.7 | $20M | 169k | 115.89 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 2.8 | $15M | 148k | 100.71 | |
Ishares Tr usa min vo (USMV) | 2.6 | $14M | 314k | 43.94 | |
iShares S&P MidCap 400 Index (IJH) | 2.5 | $13M | 91k | 144.11 | |
iShares S&P 500 Value Index (IVE) | 2.4 | $13M | 145k | 89.94 | |
iShares S&P SmallCap 600 Index (IJR) | 2.4 | $13M | 115k | 112.59 | |
Technology SPDR (XLK) | 2.4 | $13M | 284k | 44.36 | |
Financial Select Sector SPDR (XLF) | 2.2 | $12M | 523k | 22.52 | |
iShares Lehman Aggregate Bond (AGG) | 2.1 | $11M | 100k | 110.72 | |
Pepsi (PEP) | 1.9 | $10M | 100k | 102.42 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.9 | $10M | 264k | 39.03 | |
Doubleline Total Etf etf (TOTL) | 1.8 | $9.6M | 195k | 49.40 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.6 | $8.7M | 109k | 80.17 | |
At&t (T) | 1.6 | $8.6M | 220k | 39.17 | |
Philip Morris International (PM) | 1.6 | $8.3M | 85k | 97.94 | |
Intel Corporation (INTC) | 1.5 | $8.2M | 254k | 32.32 | |
Procter & Gamble Company (PG) | 1.5 | $7.9M | 97k | 82.17 | |
SPDR Wells Fargo Prfd Stk ETF (PSK) | 1.5 | $7.8M | 173k | 45.07 | |
Merck & Co (MRK) | 1.4 | $7.6M | 144k | 52.80 | |
Markel Corporation (MKL) | 1.4 | $7.5M | 8.4k | 891.89 | |
Verizon Communications (VZ) | 1.4 | $7.3M | 135k | 54.00 | |
Southern Company (SO) | 1.3 | $7.1M | 137k | 51.69 | |
Kraft Heinz (KHC) | 1.2 | $6.6M | 84k | 78.59 | |
Paychex (PAYX) | 1.2 | $6.4M | 119k | 53.97 | |
Duke Energy (DUK) | 1.2 | $6.4M | 80k | 80.73 | |
Chevron Corporation (CVX) | 1.2 | $6.3M | 67k | 95.40 | |
Health Care SPDR (XLV) | 1.2 | $6.3M | 93k | 67.73 | |
Altria (MO) | 1.2 | $6.3M | 100k | 62.76 | |
Ford Motor Company (F) | 1.2 | $6.2M | 461k | 13.48 | |
Ventas (VTR) | 1.2 | $6.2M | 99k | 63.00 | |
Pfizer (PFE) | 1.1 | $6.1M | 207k | 29.71 | |
iShares S&P 100 Index (OEF) | 1.1 | $6.1M | 67k | 91.37 | |
Abbvie (ABBV) | 1.1 | $6.1M | 107k | 57.23 | |
Bce (BCE) | 1.1 | $5.9M | 129k | 45.54 | |
Lockheed Martin Corporation (LMT) | 1.1 | $5.7M | 26k | 221.51 | |
Berkshire Hathaway (BRK.B) | 1.0 | $5.4M | 38k | 141.36 | |
Kimberly-Clark Corporation (KMB) | 0.9 | $4.6M | 34k | 134.71 | |
Macquarie Infrastructure Company | 0.8 | $4.4M | 66k | 67.44 | |
Occidental Petroleum Corporation (OXY) | 0.8 | $4.3M | 63k | 68.64 | |
Apple (AAPL) | 0.8 | $4.0M | 37k | 109.00 | |
General Electric Company | 0.7 | $3.9M | 124k | 31.79 | |
Home Depot (HD) | 0.7 | $3.9M | 30k | 132.23 | |
Bristol Myers Squibb (BMY) | 0.7 | $3.8M | 61k | 63.05 | |
Eaton (ETN) | 0.7 | $3.4M | 55k | 62.50 | |
United Parcel Service (UPS) | 0.6 | $3.4M | 32k | 105.48 | |
Johnson & Johnson (JNJ) | 0.6 | $3.0M | 28k | 108.18 | |
MasterCard Incorporated (MA) | 0.5 | $2.7M | 28k | 95.24 | |
International Business Machines (IBM) | 0.5 | $2.6M | 17k | 151.42 | |
iShares MSCI EAFE Growth Index (EFG) | 0.5 | $2.5M | 39k | 65.45 | |
Gilead Sciences (GILD) | 0.5 | $2.5M | 27k | 92.74 | |
American International (AIG) | 0.5 | $2.4M | 44k | 54.84 | |
Helen Of Troy (HELE) | 0.5 | $2.4M | 23k | 103.67 | |
Amgen (AMGN) | 0.5 | $2.4M | 17k | 142.86 | |
CarMax (KMX) | 0.4 | $2.3M | 44k | 51.60 | |
Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 25k | 83.58 | |
FedEx Corporation (FDX) | 0.4 | $2.1M | 13k | 162.73 | |
Ishares Tr eafe min volat (EFAV) | 0.4 | $2.1M | 33k | 64.81 | |
Microsoft Corporation (MSFT) | 0.4 | $2.1M | 38k | 55.40 | |
Coca-Cola Company (KO) | 0.4 | $2.0M | 37k | 52.63 | |
iShares MSCI EAFE Value Index (EFV) | 0.3 | $1.8M | 39k | 44.86 | |
C.R. Bard | 0.3 | $1.7M | 8.4k | 204.08 | |
Time Warner | 0.3 | $1.6M | 22k | 73.47 | |
Intercontinental Exchange (ICE) | 0.3 | $1.6M | 6.9k | 235.18 | |
Walgreen Boots Alliance (WBA) | 0.3 | $1.7M | 20k | 84.26 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.6M | 35k | 45.00 | |
Monsanto Company | 0.3 | $1.5M | 17k | 88.77 | |
Teva Pharmaceutical Industries (TEVA) | 0.3 | $1.5M | 29k | 53.51 | |
United Technologies Corporation | 0.3 | $1.6M | 15k | 104.76 | |
Blackhawk Network Hldgs Inc cl a | 0.3 | $1.5M | 46k | 33.72 | |
Realty Income (O) | 0.3 | $1.5M | 24k | 62.52 | |
Monmouth R.E. Inv | 0.3 | $1.5M | 127k | 11.89 | |
TJX Companies (TJX) | 0.3 | $1.5M | 18k | 80.54 | |
Visa (V) | 0.3 | $1.5M | 19k | 76.46 | |
Texas Pacific Land Trust | 0.3 | $1.4M | 9.7k | 145.51 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.3 | $1.4M | 29k | 49.80 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.3 | $1.4M | 47k | 30.53 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 22k | 59.50 | |
iShares MSCI EMU Index (EZU) | 0.2 | $1.3M | 39k | 33.33 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 8.1k | 157.62 | |
Wells Fargo & Company (WFC) | 0.2 | $1.3M | 29k | 44.78 | |
Wts Wells Fargo & Co. | 0.2 | $1.3M | 82k | 15.53 | |
Cisco Systems (CSCO) | 0.2 | $1.2M | 41k | 29.73 | |
Brookfield Asset Management | 0.2 | $1.2M | 34k | 34.78 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $1.1M | 5.6k | 205.57 | |
Danaher Corporation (DHR) | 0.2 | $1.2M | 12k | 93.88 | |
Bank of America Corporation (BAC) | 0.2 | $1.1M | 81k | 13.64 | |
Henry Schein (HSIC) | 0.2 | $1.1M | 6.5k | 172.62 | |
Amazon (AMZN) | 0.2 | $1.1M | 1.9k | 588.24 | |
Activision Blizzard | 0.2 | $1.1M | 34k | 33.64 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $1.1M | 28k | 40.10 | |
Berkshire Hathaway (BRK.A) | 0.2 | $1.1M | 500.00 | 2134.00 | |
Starbucks Corporation (SBUX) | 0.2 | $1.0M | 18k | 59.70 | |
Ensign (ENSG) | 0.2 | $1.1M | 48k | 22.63 | |
First of Long Island Corporation (FLIC) | 0.2 | $1.1M | 38k | 28.51 | |
Mondelez Int (MDLZ) | 0.2 | $1.1M | 26k | 40.89 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.1M | 1.4k | 762.75 | |
Boeing Company (BA) | 0.2 | $933k | 7.4k | 126.44 | |
Facebook Inc cl a (META) | 0.2 | $970k | 8.5k | 114.09 | |
Allergan | 0.2 | $938k | 3.5k | 264.15 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $928k | 18k | 52.50 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.2 | $924k | 31k | 29.49 | |
Hologic (HOLX) | 0.1 | $783k | 23k | 34.50 | |
Thermo Fisher Scientific (TMO) | 0.1 | $774k | 5.5k | 141.63 | |
Halliburton Company (HAL) | 0.1 | $777k | 22k | 35.71 | |
Honeywell International (HON) | 0.1 | $802k | 7.2k | 112.06 | |
Kinder Morgan (KMI) | 0.1 | $790k | 44k | 17.86 | |
Colgate-Palmolive Company (CL) | 0.1 | $752k | 11k | 70.70 | |
EMC Corporation | 0.1 | $719k | 24k | 29.70 | |
Celgene Corporation | 0.1 | $746k | 7.3k | 101.69 | |
Citigroup (C) | 0.1 | $751k | 17k | 43.05 | |
3M Company (MMM) | 0.1 | $708k | 4.2k | 166.67 | |
CVS Caremark Corporation (CVS) | 0.1 | $674k | 6.6k | 102.80 | |
Lowe's Companies (LOW) | 0.1 | $717k | 9.5k | 75.73 | |
iShares S&P Europe 350 Index (IEV) | 0.1 | $698k | 18k | 38.10 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $687k | 16k | 43.17 | |
Marathon Petroleum Corp (MPC) | 0.1 | $667k | 18k | 37.18 | |
Paypal Holdings (PYPL) | 0.1 | $715k | 19k | 37.62 | |
Corning Incorporated (GLW) | 0.1 | $623k | 30k | 20.83 | |
Abbott Laboratories (ABT) | 0.1 | $658k | 16k | 41.82 | |
Walt Disney Company (DIS) | 0.1 | $646k | 7.3k | 88.24 | |
Novartis (NVS) | 0.1 | $648k | 8.9k | 72.48 | |
Macy's (M) | 0.1 | $663k | 15k | 44.44 | |
Magellan Midstream Partners | 0.1 | $637k | 9.3k | 68.82 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $645k | 1.3k | 500.00 | |
Discover Financial Services (DFS) | 0.1 | $585k | 12k | 48.89 | |
CBS Corporation | 0.1 | $565k | 10k | 55.10 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $570k | 10k | 57.19 | |
Investors Title Company (ITIC) | 0.1 | $606k | 6.7k | 91.13 | |
Regal Entertainment | 0.1 | $597k | 33k | 18.02 | |
Fortress Investment | 0.1 | $567k | 92k | 6.17 | |
MetLife (MET) | 0.1 | $600k | 15k | 40.00 | |
Genesee & Wyoming | 0.1 | $581k | 9.3k | 62.68 | |
Corrections Corporation of America | 0.1 | $579k | 19k | 29.85 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $601k | 7.3k | 82.71 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $610k | 7.5k | 81.65 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.1 | $593k | 12k | 50.75 | |
Anthem (ELV) | 0.1 | $600k | 4.2k | 142.86 | |
China Mobile | 0.1 | $536k | 9.7k | 55.41 | |
Northrop Grumman Corporation (NOC) | 0.1 | $546k | 3.3k | 166.67 | |
Las Vegas Sands (LVS) | 0.1 | $548k | 9.6k | 57.14 | |
General Mills (GIS) | 0.1 | $530k | 8.4k | 63.29 | |
Stericycle (SRCL) | 0.1 | $555k | 4.7k | 117.65 | |
IDEX Corporation (IEX) | 0.1 | $549k | 8.2k | 66.67 | |
Cerus Corporation (CERS) | 0.1 | $529k | 89k | 5.93 | |
Cme (CME) | 0.1 | $495k | 5.2k | 96.12 | |
Cerner Corporation | 0.1 | $502k | 9.6k | 52.15 | |
eBay (EBAY) | 0.1 | $493k | 21k | 23.87 | |
Biogen Idec (BIIB) | 0.1 | $459k | 1.8k | 260.35 | |
Calgon Carbon Corporation | 0.1 | $494k | 27k | 18.02 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $476k | 9.2k | 52.02 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $455k | 11k | 40.58 | |
ConocoPhillips (COP) | 0.1 | $400k | 9.5k | 41.92 | |
Zimmer Holdings (ZBH) | 0.1 | $435k | 4.1k | 106.59 | |
Bar Harbor Bankshares (BHB) | 0.1 | $442k | 13k | 33.23 | |
Apache Corporation | 0.1 | $356k | 7.1k | 50.00 | |
RPM International (RPM) | 0.1 | $388k | 8.2k | 47.39 | |
Watsco, Incorporated (WSO) | 0.1 | $352k | 2.6k | 134.61 | |
Clorox Company (CLX) | 0.1 | $397k | 3.2k | 125.99 | |
Enterprise Products Partners (EPD) | 0.1 | $362k | 15k | 24.60 | |
Bryn Mawr Bank | 0.1 | $396k | 15k | 25.71 | |
Liberty Global Inc C | 0.1 | $371k | 15k | 25.64 | |
Platform Specialty Prods Cor | 0.1 | $359k | 42k | 8.59 | |
Medtronic (MDT) | 0.1 | $378k | 5.0k | 75.06 | |
BP (BP) | 0.1 | $301k | 10k | 30.22 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $298k | 4.8k | 62.67 | |
Comcast Corporation (CMCSA) | 0.1 | $340k | 5.6k | 61.05 | |
McDonald's Corporation (MCD) | 0.1 | $312k | 2.5k | 125.86 | |
Norfolk Southern (NSC) | 0.1 | $294k | 3.5k | 83.14 | |
T. Rowe Price (TROW) | 0.1 | $323k | 4.2k | 76.92 | |
Raytheon Company | 0.1 | $302k | 2.5k | 122.52 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $295k | 3.0k | 99.63 | |
Ariad Pharmaceuticals | 0.1 | $301k | 47k | 6.39 | |
SPDR S&P Dividend (SDY) | 0.1 | $323k | 4.0k | 80.40 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $305k | 3.6k | 85.03 | |
Jp Morgan Alerian Mlp Index | 0.1 | $304k | 11k | 27.08 | |
WisdomTree Japan Total Dividend (DXJ) | 0.1 | $335k | 7.7k | 43.76 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $328k | 6.7k | 49.26 | |
Csw Industrials (CSWI) | 0.1 | $335k | 11k | 31.46 | |
Annaly Capital Management | 0.1 | $280k | 27k | 10.24 | |
American Express Company (AXP) | 0.1 | $277k | 4.5k | 61.49 | |
Wal-Mart Stores (WMT) | 0.1 | $273k | 4.0k | 68.59 | |
Nextera Energy (NEE) | 0.1 | $288k | 2.4k | 118.32 | |
Biglari Holdings | 0.1 | $242k | 650.00 | 372.31 | |
O'reilly Automotive (ORLY) | 0.1 | $274k | 1.0k | 274.00 | |
U.S. Bancorp (USB) | 0.0 | $232k | 5.7k | 40.61 | |
Caterpillar (CAT) | 0.0 | $232k | 3.0k | 76.64 | |
Devon Energy Corporation (DVN) | 0.0 | $227k | 8.7k | 26.18 | |
Public Storage (PSA) | 0.0 | $215k | 780.00 | 275.64 | |
Dow Chemical Company | 0.0 | $232k | 4.6k | 50.82 | |
Mid-America Apartment (MAA) | 0.0 | $238k | 2.3k | 102.32 | |
E.I. du Pont de Nemours & Company | 0.0 | $204k | 3.2k | 63.45 | |
Royal Dutch Shell | 0.0 | $214k | 4.4k | 48.35 | |
SPDR Gold Trust (GLD) | 0.0 | $218k | 1.9k | 117.84 | |
Energy Transfer Equity (ET) | 0.0 | $212k | 30k | 7.11 | |
iShares MSCI Hong Kong Index Fund (EWH) | 0.0 | $225k | 11k | 19.74 | |
Capital Southwest Corporation (CSWC) | 0.0 | $194k | 14k | 13.84 | |
Allied World Assurance | 0.0 | $231k | 6.6k | 34.87 | |
Intl Fcstone | 0.0 | $211k | 7.9k | 26.71 | |
Chimera Investment Corp etf | 0.0 | $219k | 16k | 13.59 | |
EXCO Resources | 0.0 | $150k | 151k | 0.99 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $168k | 6.4k | 26.32 | |
Global X Fds glbl x mlp etf | 0.0 | $136k | 14k | 9.75 | |
Willamette Valley Vineyards (WVVI) | 0.0 | $115k | 17k | 6.93 | |
Nuveen Fltng Rte Incm Opp | 0.0 | $115k | 12k | 9.86 | |
Glu Mobile | 0.0 | $113k | 40k | 2.82 | |
Wl Ross Hldg | 0.0 | $127k | 13k | 10.00 | |
Chesapeake Energy Corporation | 0.0 | $72k | 17k | 4.14 |