Q4 2018 Holdings
Filed 2019-01-16 | 107 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alps ETF TR(ENFR) | ALERIAN ENERGY | 00162Q676 | $112 | 12,840 | 0.0% |
| BlackRock MD Municipal Bond | COM | 09249L105 | $132 | 10,120 | 0.0% |
| BlackRock LTD Duration Inc T(BLW) | COM SHS | 09249W101 | $138 | 10,307 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $201 | 1,350 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $202 | 5,052 | 0.0% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $202 | 3,516 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCK) | BULSHS 2020 CB | 46138J502 | $203 | 9,628 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $205 | 4,530 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $207 | 1,190 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $209 | 1,357 | 0.0% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $213 | 8,682 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $214 | 1,625 | 0.0% |
| Harris Corp del | COM | 413875105 | $221 | 1,644 | 0.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $222 | 2,049 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $225 | 3,632 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $233 | 2,122 | 0.0% |
| Spdr Series Trust(MDYG) | S&P 400 MDCP GRW | 78464A821 | $233 | 5,081 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $243 | 1,509 | 0.0% |
| Invesco Exchange Traded FD T(PGF) | FINL PFD ETF | 46137V621 | $250 | 14,427 | 0.0% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $261 | 3,090 | 0.0% |
| General Electric Co | COM | 369604103 | $261 | 34,458 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $267 | 1,372 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $274 | 3,782 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $290 | 2,216 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $293 | 4,394 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $297 | 1,974 | 0.0% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $300 | 2,507 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $304 | 2,796 | 0.0% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $307 | 4,122 | 0.0% |
| YUM Brands Inc(YUM) | COM | 988498101 | $311 | 3,378 | 0.0% |
| Welltower Inc(WELL) | COM | 95040Q104 | $327 | 4,709 | 0.0% |
| Invesco Exchng Traded FD TR(VRP) | VAR RATE PFD | 46138G870 | $342 | 14,988 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $344 | 2,976 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $345 | 5,244 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $353 | 4,108 | 0.0% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $357 | 6,010 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $369 | 1,468 | 0.0% |
| Amazon COM IncCall | CALL | 023135906 | $369 | 8 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $377 | 4,141 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $384 | 1,672 | 0.0% |
| Nuveen Maryland QLT MUN Inc | COM | 67061Q107 | $391 | 33,326 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $399 | 10,464 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $403 | 4,665 | 0.0% |
| Southern Co | COM | 842587907 | $414 | 9,422 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $455 | 9,615 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $456 | 3,393 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $461 | 4,012 | 0.0% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $464 | 8,607 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $479 | 6,914 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $480 | 3,780 | 0.0% |