GG

Gary Goldberg Planning Services Inc

13F
Gary Goldberg Planning Services Inc
Last update 2015-02-09 462 Stocks (33 new)
Value $234.00 Mil Turnover 14 %
Countries:
Top Holdings: undefined(undefined%)
Gary Goldberg Planning Service... Top Holdings of 2014-12-31 View Full List
Ticker
KMI
VZ
T
SO
PPL
BCE
TE
CME
TTE
ED
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KMI
Kinder Morgan Inc
279,154
11,811.0
+39.13%
5.040
+1.42%
0.010
+4.00%
+3.95%
61,970.9
Oil & Gas
VZ
Verizon Communications Inc
241,762
11,310.0
-0.41%
4.830
-0.02%
0.010
-5.77%
+7.31%
172,191.9
Telecommunication Services
T
AT&T Inc
334,221
11,226.0
+6.63%
4.790
+0.30%
0.000
+0.22%
+22.29%
193,849.5
Telecommunication Services
SO
Southern Co
219,056
10,758.0
+11.02%
4.590
+0.46%
0.020
+3.36%
+16.25%
103,528.2
Utilities - Regulated
PPL
PPL Corp
276,275
10,037.0
+88.36%
4.290
+2.01%
0.040
+1.54%
+12.64%
26,598.7
Utilities - Regulated
BCE
BCE Inc
212,188
9,731.0
+7.80%
4.160
+0.30%
0.020
+8.98%
+6.65%
21,883.2
Telecommunication Services
TE
TECO Energy Inc
462,125
9,469.0
+64.14%
4.040
+1.58%
0.200
+1.12%
+5.44%
6,510.6
Utilities - Regulated
CME
CME Group Inc
100,000
8,865.0
0%
3.790
0%
0.030
+5.11%
+19.42%
98,990.7
Capital Markets
TTE
TotalEnergies SE
172,965
8,856.0
+7.45%
3.780
+0.26%
0.010
+7.22%
+16.59%
135,525.4
Oil & Gas
ED
Consolidated Edison Inc
121,156
7,998.0
+12.02%
3.420
+0.37%
0.030
-9.06%
+15.27%
36,418.7
Utilities - Regulated

Gary Goldberg Planning Services Inc's Historical Top Holdings Breakdowns

Gary Goldberg Planning Services Inc Total Holding History ($B)

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Gary Goldberg Planning Services Inc's Asset Allocation

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Gary Goldberg Planning Services Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Gary Goldberg Planning Services Inc's Hypothetical Growth since 2014-12-31

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