Gary Goldberg Planning Services Inc current holdings: USA Stocks
Gary Goldberg Planning Services Inc reported $0.17 billion in share positions in stocks (listed in the US), 234 positions, in its Form 13F for the quarter ended 2014-12-31; the largest are KMI, VZ, T.
- KMI: Country of operation United States; Class COM; Shares 279,154; Value $11,811,000.
- VZ: Country of operation United States; Class COM; Shares 241,762; Value $11,310,000.
- T: Country of operation United States; Class COM; Shares 334,221; Value $11,226,000.
- SO: Country of operation United States; Class COM; Shares 219,056; Value $10,758,000.
Form 13F-HR as filed (SEC CIK 1569517): quarter ended 2014-12-31, filed 2015-02-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2014-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| KMI KINDER MORGAN INC DEL | United States | COM | 279,154 | $11,811,000 | 6.48% | 2014-12-31 | 2015-02-09 | -28.03% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 241,762 | $11,310,000 | 6.21% | 2014-12-31 | 2015-02-09 | -1.71% |
| T AT&T INC | United States | COM | 334,221 | $11,226,000 | 6.16% | 2014-12-31 | 2015-02-09 | -3.51% |
| SO SOUTHERN CO | United States | COM | 219,056 | $10,758,000 | 5.90% | 2014-12-31 | 2015-02-09 | +69.92% |
| PPL PPL CORP | United States | COM | 276,275 | $10,037,000 | 5.51% | 2014-12-31 | 2015-02-09 | -3.72% |
| BCE BCE INC | COM NEW | 212,188 | $9,731,000 | 5.34% | 2014-12-31 | 2015-02-09 | -56.08% | |
| CME CME GROUP INC | United States | COM | 100,000 | $8,865,000 | 4.86% | 2014-12-31 | 2015-02-09 | +196.92% |
| ED CONSOLIDATED EDISON INC | United States | COM | 121,156 | $7,998,000 | 4.39% | 2014-12-31 | 2015-02-09 | +56.54% |
| AAPL APPLE INC | United States | COM | 52,683 | $5,815,000 | 3.19% | 2014-12-31 | 2015-02-09 | |
| PM PHILIP MORRIS INTL INC | United States | COM | 70,598 | $5,750,000 | 3.15% | 2014-12-31 | 2015-02-09 | +138.06% |
| COP CONOCOPHILLIPS | United States | COM | 77,742 | $5,369,000 | 2.95% | 2014-12-31 | 2015-02-09 | +81.64% |
| INTC INTEL CORP | United States | COM | 123,361 | $4,477,000 | 2.46% | 2014-12-31 | 2015-02-09 | +219.45% |
| TGT TARGET CORP | United States | COM | 58,772 | $4,461,000 | 2.45% | 2014-12-31 | 2015-02-09 | +106.07% |
| LLY LILLY ELI & CO | United States | COM | 58,489 | $4,035,000 | 2.21% | 2014-12-31 | 2015-02-09 | +1617.10% |
| DRI DARDEN RESTAURANTS INC | United States | COM | 58,587 | $3,435,000 | 1.88% | 2014-12-31 | 2015-02-09 | +272.28% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 18,289 | $2,934,000 | 1.61% | 2014-12-31 | 2015-02-09 | +43.43% |
| PEP PEPSICO INC | United States | COM | 27,609 | $2,611,000 | 1.43% | 2014-12-31 | 2015-02-09 | +36.09% |
| PFE PFIZER INC | United States | COM | 83,686 | $2,607,000 | 1.43% | 2014-12-31 | 2015-02-09 | -2.82% |
| WMT WAL-MART STORES INC | United States | COM | 29,732 | $2,553,000 | 1.40% | 2014-12-31 | 2015-02-09 | +273.08% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 28,140 | $2,351,000 | 1.29% | 2014-12-31 | 2015-02-09 | +36.71% |
| MCD MCDONALDS CORP | United States | COM | 21,367 | $2,002,000 | 1.10% | 2014-12-31 | 2015-02-09 | +149.71% |
| MSFT MICROSOFT CORP | United States | COM | 42,507 | $1,974,000 | 1.08% | 2014-12-31 | 2015-02-09 | +995.72% |
| HD HOME DEPOT INC | United States | COM | 17,067 | $1,792,000 | 0.98% | 2014-12-31 | 2015-02-09 | +174.40% |
| AMGN AMGEN INC | United States | COM | 10,745 | $1,712,000 | 0.94% | 2014-12-31 | 2015-02-09 | +165.96% |
| CVS CVS HEALTH CORP | United States | COM | 16,423 | $1,582,000 | 0.87% | 2014-12-31 | 2015-02-09 | -9.56% |
| MO ALTRIA GROUP INC | United States | COM | 30,963 | $1,526,000 | 0.84% | 2014-12-31 | 2015-02-09 | +39.48% |
| BXMX NUVEEN S&P 500 BUY-WRITE INC | United States | COM | 121,216 | $1,468,000 | 0.81% | 2014-12-31 | 2015-02-09 | |
| CSCO CISCO SYS INC | United States | COM | 51,664 | $1,437,000 | 0.79% | 2014-12-31 | 2015-02-09 | +284.40% |
| TJX TJX COS INC NEW | United States | COM | 20,717 | $1,421,000 | 0.78% | 2014-12-31 | 2015-02-09 | +290.20% |
| GIS GENERAL MLS INC | United States | COM | 23,140 | $1,234,000 | 0.68% | 2014-12-31 | 2015-02-09 | -36.58% |
| MRK MERCK & CO INC NEW | United States | COM | 19,476 | $1,106,000 | 0.61% | 2014-12-31 | 2015-02-09 | +175.48% |
| XOMXXXX EXXON MOBIL CORP | COM | 10,955 | $1,013,000 | 0.56% | 2014-12-31 | 2015-02-09 | ||
| BA BOEING CO | United States | COM | 6,955 | $904,000 | 0.50% | 2014-12-31 | 2015-02-09 | +44.39% |
| V VISA INC | United States | COM CL A | 3,147 | $825,000 | 0.45% | 2014-12-31 | 2015-02-09 | +458.17% |
| SBUX STARBUCKS CORP | United States | COM | 9,672 | $794,000 | 0.44% | 2014-12-31 | 2015-02-09 | +132.59% |
| HE HAWAIIAN ELEC INDUSTRIES | United States | COM | 22,541 | $755,000 | 0.41% | 2014-12-31 | 2015-02-09 | -72.88% |
| KSS KOHLS CORP | United States | COM | 11,606 | $708,000 | 0.39% | 2014-12-31 | 2015-02-09 | -69.99% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 3,396 | $654,000 | 0.36% | 2014-12-31 | 2015-02-09 | +165.99% |
| CVX CHEVRON CORP NEW | United States | COM | 5,478 | $615,000 | 0.34% | 2014-12-31 | 2015-02-09 | +82.19% |
| MCK MCKESSON CORP | United States | COM | 2,766 | $574,000 | 0.31% | 2014-12-31 | 2015-02-09 | +316.62% |
| HMC HONDA MOTOR LTD | AMERN SHS | 18,842 | $556,000 | 0.31% | 2014-12-31 | 2015-02-09 | +8.71% | |
| JNJ JOHNSON & JOHNSON | United States | COM | 5,321 | $556,000 | 0.31% | 2014-12-31 | 2015-02-09 | +155.88% |
| SYY SYSCO CORP | United States | COM | 13,912 | $552,000 | 0.30% | 2014-12-31 | 2015-02-09 | +97.76% |
| BAX BAXTER INTL INC | United States | COM | 7,094 | $520,000 | 0.29% | 2014-12-31 | 2015-02-09 | -41.02% |
| KO COCA COLA CO | United States | COM | 11,698 | $494,000 | 0.27% | 2014-12-31 | 2015-02-09 | +105.68% |
| QCOM QUALCOMM INC | United States | COM | 6,494 | $483,000 | 0.27% | 2014-12-31 | 2015-02-09 | +147.68% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3,046 | $457,000 | 0.25% | 2014-12-31 | 2015-02-09 | ||
| COR AMERISOURCEBERGEN CORP | United States | COM | 4,923 | $444,000 | 0.24% | 2014-12-31 | 2015-02-09 | +241.17% |
| GWW GRAINGER W W INC | United States | COM | 1,539 | $392,000 | 0.22% | 2014-12-31 | 2015-02-09 | +389.89% |
| SJM SMUCKER J M CO | United States | COM NEW | 3,764 | $380,000 | 0.21% | 2014-12-31 | 2015-02-09 | +19.53% |
| TXN TEXAS INSTRS INC | United States | COM | 6,955 | $372,000 | 0.20% | 2014-12-31 | 2015-02-09 | +426.82% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 4,045 | $361,000 | 0.20% | 2014-12-31 | 2015-02-09 | +98.32% | |
| ABBV ABBVIE INC | United States | COM | 5,474 | $358,000 | 0.20% | 2014-12-31 | 2015-02-09 | +302.34% |
| TSCO TRACTOR SUPPLY CO | United States | COM | 4,481 | $353,000 | 0.19% | 2014-12-31 | 2015-02-09 | +99.89% |
| CMCSA COMCAST CORP NEW | United States | CL A | 5,826 | $338,000 | 0.19% | 2014-12-31 | 2015-02-09 | -20.53% |
| AJG GALLAGHER ARTHUR J & CO | United States | COM | 6,999 | $329,000 | 0.18% | 2014-12-31 | 2015-02-09 | +383.75% |
| PG PROCTER & GAMBLE CO | United States | COM | 3,512 | $320,000 | 0.18% | 2014-12-31 | 2015-02-09 | +62.83% |
| DE DEERE & CO | United States | COM | 3,614 | $320,000 | 0.18% | 2014-12-31 | 2015-02-09 | +669.19% |
| BMY BRISTOL MYERS SQUIBB CO | United States | COM | 5,329 | $315,000 | 0.17% | 2014-12-31 | 2015-02-09 | +6.49% |
| CTRA CABOT OIL & GAS CORP | United States | COM | 10,544 | $312,000 | 0.17% | 2014-12-31 | 2015-02-09 | |
| MDLZ MONDELEZ INTL INC | United States | CL A | 8,264 | $300,000 | 0.16% | 2014-12-31 | 2015-02-09 | +63.28% |
| ORCL ORACLE CORP | United States | COM | 6,582 | $296,000 | 0.16% | 2014-12-31 | 2015-02-09 | +206.40% |
| EMR EMERSON ELEC CO | United States | COM | 4,729 | $292,000 | 0.16% | 2014-12-31 | 2015-02-09 | +154.72% |
| BDX BECTON DICKINSON & CO | United States | COM | 1,979 | $275,000 | 0.15% | 2014-12-31 | 2015-02-09 | +70.50% |
| ABT ABBOTT LABS | United States | COM | 5,904 | $266,000 | 0.15% | 2014-12-31 | 2015-02-09 | +124.23% |
| TR TOOTSIE ROLL INDS INC | United States | COM | 8,551 | $262,000 | 0.14% | 2014-12-31 | 2015-02-09 | +66.64% |
| JPM JPMORGAN CHASE & CO | United States | COM | 3,761 | $235,000 | 0.13% | 2014-12-31 | 2015-02-09 | +435.28% |
| JPI NUVEEN PFD & INCOME TERM FD | United States | COM | 10,380 | $233,000 | 0.13% | 2014-12-31 | 2015-02-09 | |
| SBR SABINE ROYALTY TR | United States | UNIT BEN INT | 6,419 | $230,000 | 0.13% | 2014-12-31 | 2015-02-09 | +95.95% |
| AVA AVISTA CORP | United States | COM | 6,418 | $227,000 | 0.12% | 2014-12-31 | 2015-02-09 | -0.68% |
| KMB KIMBERLY CLARK CORP | United States | COM | 1,865 | $216,000 | 0.12% | 2014-12-31 | 2015-02-09 | -14.32% |
| PSX PHILLIPS 66 | United States | COM | 2,975 | $213,000 | 0.12% | 2014-12-31 | 2015-02-09 | +251.81% |
| CW CURTISS WRIGHT CORP | United States | COM | 2,968 | $210,000 | 0.12% | 2014-12-31 | 2015-02-09 | +656.27% |
| SPH SUBURBAN PROPANE PARTNERS L | United States | UNIT LTD PARTN | 4,486 | $194,000 | 0.11% | 2014-12-31 | 2015-02-09 | -61.58% |
| CAKE CHEESECAKE FACTORY INC | United States | COM | 3,754 | $189,000 | 0.10% | 2014-12-31 | 2015-02-09 | +113.38% |
| NKE NIKE INC | United States | CL B | 1,874 | $180,000 | 0.10% | 2014-12-31 | 2015-02-09 | -25.46% |
| PZZA PAPA JOHNS INTL INC | United States | COM | 3,029 | $169,000 | 0.09% | 2014-12-31 | 2015-02-09 | -63.57% |
| ADM ARCHER DANIELS MIDLAND CO | United States | COM | 3,128 | $163,000 | 0.09% | 2014-12-31 | 2015-02-09 | +52.69% |
| WDFC WD-40 CO | United States | COM | 1,835 | $156,000 | 0.09% | 2014-12-31 | 2015-02-09 | +138.59% |
| WMK WEIS MKTS INC | United States | COM | 3,253 | $156,000 | 0.09% | 2014-12-31 | 2015-02-09 | +52.36% |
| CBRL CRACKER BARREL OLD CTRY STOR | United States | COM | 1,083 | $152,000 | 0.08% | 2014-12-31 | 2015-02-09 | -62.72% |
| DKS DICKS SPORTING GOODS INC | United States | COM | 3,000 | $149,000 | 0.08% | 2014-12-31 | 2015-02-09 | +171.30% |
| SYK STRYKER CORP | United States | COM | 1,573 | $148,000 | 0.08% | 2014-12-31 | 2015-02-09 | +195.53% |
| HCSG HEALTHCARE SVCS GRP INC | United States | COM | 4,751 | $147,000 | 0.08% | 2014-12-31 | 2015-02-09 | -32.43% |
| DLTR DOLLAR TREE INC | United States | COM | 2,070 | $146,000 | 0.08% | 2014-12-31 | 2015-02-09 | +60.98% |
| CAT CATERPILLAR INC DEL | United States | COM | 1,524 | $140,000 | 0.08% | 2014-12-31 | 2015-02-09 | +803.14% |
| NOC NORTHROP GRUMMAN CORP | United States | COM | 950 | $140,000 | 0.08% | 2014-12-31 | 2015-02-09 | +242.36% |
| ALE ALLETE INC | United States | COM NEW | 2,453 | $135,000 | 0.07% | 2014-12-31 | 2015-02-09 | |
| PLOW DOUGLAS DYNAMICS INC | United States | COM | 6,183 | $133,000 | 0.07% | 2014-12-31 | 2015-02-09 | +85.95% |
| HI HILLENBRAND INC | United States | COM | 3,839 | $132,000 | 0.07% | 2014-12-31 | 2015-02-09 | |
| CSX CSX CORP | United States | COM | 3,565 | $129,000 | 0.07% | 2014-12-31 | 2015-02-09 | +288.49% |
| UNP UNION PAC CORP | United States | COM | 1,042 | $124,000 | 0.07% | 2014-12-31 | 2015-02-09 | +130.13% |
| WPC W P CAREY INC | United States | COM | 1,744 | $122,000 | 0.07% | 2014-12-31 | 2015-02-09 | -3.90% |
| LOW LOWES COS INC | United States | COM | 1,604 | $110,000 | 0.06% | 2014-12-31 | 2015-02-09 | +172.18% |
| CRL CHARLES RIV LABS INTL INC | United States | COM | 1,675 | $107,000 | 0.06% | 2014-12-31 | 2015-02-09 | +365.05% |
| PEG PUBLIC SVC ENTERPRISE GROUP | United States | COM | 2,507 | $104,000 | 0.06% | 2014-12-31 | 2015-02-09 | +63.44% |
| NJR NEW JERSEY RES | United States | COM | 1,648 | $101,000 | 0.06% | 2014-12-31 | 2015-02-09 | +66.11% |
| YUM YUM BRANDS INC | United States | COM | 1,393 | $101,000 | 0.06% | 2014-12-31 | 2015-02-09 | +162.99% |
| BGS B & G FOODS INC NEW | United States | COM | 3,355 | $100,000 | 0.05% | 2014-12-31 | 2015-02-09 | -89.73% |
| MGEE MGE ENERGY INC | United States | COM | 2,193 | $100,000 | 0.05% | 2014-12-31 | 2015-02-09 | +51.81% |
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