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
+4.17%
+9.61%
65,349.6
Oil & Gas
VZ
Verizon Communications Inc
241,762
11,310.0
-0.41%
4.830
-0.02%
0.010
-3.08%
+11.89%
182,437.4
Telecommunication Services
T
AT&T Inc
334,221
11,226.0
+6.63%
4.790
+0.30%
0.000
+3.42%
+30.07%
208,240.7
Telecommunication Services
SO
Southern Co
219,056
10,758.0
+11.02%
4.590
+0.46%
0.020
+0.71%
+13.45%
101,030.8
Utilities - Regulated
PPL
PPL Corp
276,275
10,037.0
+88.36%
4.290
+2.01%
0.040
-5.39%
+6.10%
25,053.7
Utilities - Regulated
BCE
BCE Inc
212,188
9,731.0
+7.80%
4.160
+0.30%
0.020
-2.07%
-0.16%
20,345.1
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
+4.37%
+19.82%
99,322.2
Capital Markets
TTE
TotalEnergies SE
172,965
8,856.0
+7.45%
3.780
+0.26%
0.010
-3.65%
+15.93%
134,840.4
Oil & Gas
ED
Consolidated Edison Inc
121,156
7,998.0
+12.02%
3.420
+0.37%
0.030
-8.49%
+14.44%
36,155.7
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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