Q4 2019 Holdings
Filed 2020-01-30 | 699 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $318 | 2,097 | 0.0% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $322 | 2,029 | 0.0% |
| Home Depot Inc(HD)Call | COM | 437076102 | $327 | 1,500 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $329 | 1,102 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $333 | 3,632 | 0.0% |
| General Electric Co | COM | 369604103 | $337 | 30,207 | 0.0% |
| YUM Brands Inc(YUM) | COM | 988498101 | $340 | 3,378 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $346 | 3,988 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $348 | 1,759 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $357 | 2,960 | 0.0% |
| Welltower Inc(WELL) | COM | 95040Q104 | $371 | 4,537 | 0.0% |
| Apple Inc(AAPL)Call | COM | 037833100 | $382 | 1,300 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $385 | 1,300 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $390 | 4,586 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $390 | 2,967 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $396 | 1,991 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $400 | 4,311 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $403 | 4,258 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $407 | 4,463 | 0.0% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $413 | 6,406 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $420 | 9,436 | 0.0% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $426 | 5,583 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $441 | 2,422 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $443 | 1,372 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $459 | 3,427 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $496 | 4,373 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $509 | 2,478 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $523 | 9,445 | 0.0% |
| Alphabet Inc(GOOGL)Call | CAP STK CL A | 02079K305 | $536 | 400 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $537 | 13,696 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $539 | 2,467 | 0.0% |
| Invesco Exchange Traded FD T(RSPF) | S&P500 EQL FIN | 46137V340 | $544 | 11,601 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $550 | 3,721 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $555 | 6,620 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $559 | 3,786 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $595 | 9,343 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $614 | 459 | 0.0% |
| Sandy Spring Bancorp Inc(SD2) | COM | 800363103 | $626 | 16,535 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $633 | 3,575 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $677 | 5,693 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $717 | 7,879 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $768 | 3,614 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $783 | 15,687 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $792 | 6,642 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $833 | 2,139 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $839 | 22,322 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $840 | 9,044 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $842 | 14,530 | 0.0% |
| Nuveen Maryland QLT MUN Inc | COM | 67061Q107 | $910 | 67,691 | 0.0% |
| Amazon COM Inc(AMZN)Call | COM | 023135106 | $924 | 500 | 0.0% |