Gary Goldberg Planning Services Inc 13F Holdings

CIK 0001569517 · Suffern, NY

As of Dec 31, 2014, Gary Goldberg Planning Services Inc reported 484 positions worth $233.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KINDER MORGAN INCKMIEnergy279,154 1.8K5.07%
VERIZON COMMUNICATIONS INCBACCommunication Services241,762 1.3K4.85%
AT&T INCTCommunication Services334,221 1.2K4.82%
SOUTHERN COSOUtilities219,056 0.8K4.62%
PPL CORPPPLUtilities276,275 0.0K4.31%
BCE INCBCECommunication Services212,188$9.7K4.18%
TECO ENERGY INCTE1Utilities462,125$9.5K4.06%
CME GROUP INCCMEFinancial Services100,000$8.9K3.80%
TOTALENERGIES SE -SPON ADRTTENEnergy172,965$8.9K3.80%
CONSOLIDATED EDISON INCEDUtilities121,156$8.0K3.43%
ROYAL DUTCH SHELL PLCRDS.BEnergy95,334$6.6K2.85%
APPLE INCAAPLTechnology52,683$5.8K2.50%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive70,598$5.8K2.47%
CONOCOPHILLIPSCOPEnergy77,742$5.4K2.30%
INTEL CORPINTCTechnology123,361$4.5K1.92%
TARGET CORPDYHConsumer Defensive58,772$4.5K1.91%
ELI LILLY & COLLYHealthcare58,489$4.0K1.73%
LORILLARD INCLOConsumer Defensive57,152$3.6K1.54%
UNILEVER PLCULConsumer Defensive85,694$3.5K1.49%
DARDEN RESTAURANTS INCDRIConsumer Cyclical58,587$3.4K1.47%
VODAFONE GROUP PLC-SP ADRVODCommunication Services95,064$3.2K1.39%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology18,289$2.9K1.26%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETFSDY—33,178$2.6K1.12%
PEPSICO INCPEPConsumer Defensive27,609$2.6K1.12%
PFIZER INCPFEHealthcare83,686$2.6K1.12%