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Gary Goldberg Planning Services Inc13F | |
Gary Goldberg Planning Services Inc | |
Last update 2015-02-09 | 462 Stocks (33 new) |
Value $234.00 Mil | Turnover 14 % |
Gary Goldberg Planning Service... Top Holdings of 2014-12-31
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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)
Gary Goldberg Planning Services Inc's Asset Allocation
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
Gary Goldberg Planning Services Inc's Yearly Returns
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Gary Goldberg Planning Services Inc's Holdings Heat Map
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Gary Goldberg Planning Services Inc's Holdings Bubble Chart
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