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.
- MA: Country of operation United States; Class CL A; Shares 1,135; Value $98,000.
- TXRH: Country of operation United States; Class COM; Shares 2,820; Value $95,000.
- WM: Country of operation United States; Class COM; Shares 1,835; Value $94,000.
- DIS: Country of operation United States; Class COM DISNEY; Shares 970; Value $91,000.
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 |
|---|---|---|---|---|---|---|---|---|
| MA MASTERCARD INC | United States | CL A | 1,135 | $98,000 | 0.05% | 2014-12-31 | 2015-02-09 | +554.11% |
| TXRH TEXAS ROADHOUSE INC | United States | COM | 2,820 | $95,000 | 0.05% | 2014-12-31 | 2015-02-09 | +365.67% |
| WM WASTE MGMT INC DEL | United States | COM | 1,835 | $94,000 | 0.05% | 2014-12-31 | 2015-02-09 | +303.53% |
| DIS DISNEY WALT CO | United States | COM DISNEY | 970 | $91,000 | 0.05% | 2014-12-31 | 2015-02-09 | +11.91% |
| ROK ROCKWELL AUTOMATION INC | United States | COM | 800 | $89,000 | 0.05% | 2014-12-31 | 2015-02-09 | +288.07% |
| TBRG COMPUTER PROGRAMS & SYS INC | United States | COM | 1,381 | $84,000 | 0.05% | 2014-12-31 | 2015-02-09 | |
| ACH OWENS & MINOR INC NEW | United States | COM | 2,386 | $84,000 | 0.05% | 2014-12-31 | 2015-02-09 | — split 2018-10-31, ratio not on file |
| MMM 3M CO | United States | COM | 494 | $81,000 | 0.04% | 2014-12-31 | 2015-02-09 | +22.64% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 420 | $81,000 | 0.04% | 2014-12-31 | 2015-02-09 | +372.70% |
| ETN EATON CORP PLC | SHS | 1,171 | $80,000 | 0.04% | 2014-12-31 | 2015-02-09 | +537.54% | |
| CL COLGATE PALMOLIVE CO | United States | COM | 1,108 | $77,000 | 0.04% | 2014-12-31 | 2015-02-09 | +24.96% |
| HAL HALLIBURTON CO | United States | COM | 1,950 | $77,000 | 0.04% | 2014-12-31 | 2015-02-09 | -19.81% |
| UNM UNUM GROUP | United States | COM | 2,200 | $77,000 | 0.04% | 2014-12-31 | 2015-02-09 | +152.98% |
| GAB GABELLI EQUITY TR INC | United States | COM | 11,700 | $76,000 | 0.04% | 2014-12-31 | 2015-02-09 | -15.49% |
| MTX MINERALS TECHNOLOGIES INC | United States | COM | 1,101 | $76,000 | 0.04% | 2014-12-31 | 2015-02-09 | -4.81% |
| F FORD MTR CO DEL | United States | COM PAR $0.01 | 4,710 | $73,000 | 0.04% | 2014-12-31 | 2015-02-09 | -20.65% |
| ABM ABM INDS INC | United States | COM | 2,511 | $72,000 | 0.04% | 2014-12-31 | 2015-02-09 | +69.70% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 1,902 | $69,000 | 0.04% | 2014-12-31 | 2015-02-09 | -0.28% |
| AMZN AMAZON COM INC | United States | COM | 211 | $65,000 | 0.04% | 2014-12-31 | 2015-02-09 | +1489.37% |
| NSC NORFOLK SOUTHERN CORP | United States | COM | 583 | $64,000 | 0.04% | 2014-12-31 | 2015-02-09 | +185.56% |
| OLN OLIN CORP | United States | COM PAR $1 | 2,763 | $63,000 | 0.03% | 2014-12-31 | 2015-02-09 | -32.24% |
| AXP AMERICAN EXPRESS CO | United States | COM | 661 | $61,000 | 0.03% | 2014-12-31 | 2015-02-09 | +228.25% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 523 | $58,000 | 0.03% | 2014-12-31 | 2015-02-09 | -15.51% |
| WAFD WASHINGTON FED INC | United States | COM | 2,638 | $58,000 | 0.03% | 2014-12-31 | 2015-02-09 | +36.75% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 557 | $56,000 | 0.03% | 2014-12-31 | 2015-02-09 | +270.90% |
| HAE HAEMONETICS CORP | United States | COM | 1,480 | $55,000 | 0.03% | 2014-12-31 | 2015-02-09 | +182.74% |
| MLI MUELLER INDS INC | United States | COM | 1,622 | $55,000 | 0.03% | 2014-12-31 | 2015-02-09 | +611.83% |
| BKE BUCKLE INC | United States | COM | 1,020 | $54,000 | 0.03% | 2014-12-31 | 2015-02-09 | -17.69% |
| THG HANOVER INS GROUP INC | United States | COM | 764 | $54,000 | 0.03% | 2014-12-31 | 2015-02-09 | +205.61% |
| MCY MERCURY GENL CORP NEW | United States | COM | 946 | $54,000 | 0.03% | 2014-12-31 | 2015-02-09 | +76.23% |
| COST COSTCO WHSL CORP NEW | United States | COM | 370 | $52,000 | 0.03% | 2014-12-31 | 2015-02-09 | +552.27% |
| GILD GILEAD SCIENCES INC | United States | COM | 554 | $52,000 | 0.03% | 2014-12-31 | 2015-02-09 | +60.49% |
| CALM CAL MAINE FOODS INC | United States | COM NEW | 1,306 | $51,000 | 0.03% | 2014-12-31 | 2015-02-09 | +75.63% |
| GEF GREIF INC | United States | CL A | 1,087 | $51,000 | 0.03% | 2014-12-31 | 2015-02-09 | +70.36% |
| THS TREEHOUSE FOODS INC | United States | COM | 595 | $51,000 | 0.03% | 2014-12-31 | 2015-02-09 | |
| UAA UNDER ARMOUR INC | United States | CL A | 745 | $51,000 | 0.03% | 2014-12-31 | 2015-02-09 | -87.42% |
| DMC FRESH DEL MONTE PRODUCE INC | ORD | 1,463 | $49,000 | 0.03% | 2014-12-31 | 2015-02-09 | -8.76% | |
| SWX SOUTHWEST GAS CORP | United States | COM | 773 | $48,000 | 0.03% | 2014-12-31 | 2015-02-09 | +33.05% |
| BAC BANK AMER CORP | United States | COM | 2,611 | $47,000 | 0.03% | 2014-12-31 | 2015-02-09 | +207.21% |
| HONZZZZ HONEYWELL INTL INC | COM | 472 | $47,000 | 0.03% | 2014-12-31 | 2015-02-09 | ||
| MAT MATTEL INC | United States | COM | 1,530 | $47,000 | 0.03% | 2014-12-31 | 2015-02-09 | -57.29% |
| WRB BERKLEY W R CORP | United States | COM | 900 | $46,000 | 0.03% | 2014-12-31 | 2015-02-09 | +349.17% |
| RBC RBC BEARINGS INC | United States | COM | 717 | $46,000 | 0.03% | 2014-12-31 | 2015-02-09 | +677.84% |
| FL FOOT LOCKER INC | United States | COM | 785 | $44,000 | 0.02% | 2014-12-31 | 2015-02-09 | |
| NPK NATIONAL PRESTO INDS INC | United States | COM | 760 | $44,000 | 0.02% | 2014-12-31 | 2015-02-09 | +152.89% |
| WFC WELLS FARGO & CO NEW | United States | COM | 787 | $43,000 | 0.02% | 2014-12-31 | 2015-02-09 | +46.81% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 454 | $41,000 | 0.02% | 2014-12-31 | 2015-02-09 | +142.96% |
| HWC HANCOCK HLDG CO | United States | COM | 1,335 | $41,000 | 0.02% | 2014-12-31 | 2015-02-09 | +135.18% |
| HOG HARLEY DAVIDSON INC | United States | COM | 602 | $40,000 | 0.02% | 2014-12-31 | 2015-02-09 | -62.34% |
| CAG CONAGRA FOODS INC | United States | COM | 1,025 | $37,000 | 0.02% | 2014-12-31 | 2015-02-09 | -49.95% |
| TAP MOLSON COORS BREWING CO | CL B | 500 | $37,000 | 0.02% | 2014-12-31 | 2015-02-09 | -51.68% | |
| FBIN FORTUNE BRANDS HOME & SEC IN | United States | COM | 800 | $36,000 | 0.02% | 2014-12-31 | 2015-02-09 | -0.72% |
| FDX FEDEX CORP | United States | COM | 200 | $35,000 | 0.02% | 2014-12-31 | 2015-02-09 | +105.42% |
| DVN DEVON ENERGY CORP NEW | United States | COM | 558 | $34,000 | 0.02% | 2014-12-31 | 2015-02-09 | -23.87% |
| HAS HASBRO INC | United States | COM | 626 | $34,000 | 0.02% | 2014-12-31 | 2015-02-09 | +60.50% |
| UGI UGI CORP NEW | United States | COM | 900 | $34,000 | 0.02% | 2014-12-31 | 2015-02-09 | -4.82% |
| SKX SKECHERS U S A INC | United States | CL A | 600 | $33,000 | 0.02% | 2014-12-31 | 2015-02-09 | |
| TRV TRAVELERS COMPANIES INC | United States | COM | 300 | $32,000 | 0.02% | 2014-12-31 | 2015-02-09 | +243.14% |
| AB ALLIANCEBERNSTEIN HOLDING LP | United States | UNIT LTD PARTN | 1,200 | $31,000 | 0.02% | 2014-12-31 | 2015-02-09 | |
| AEP AMERICAN ELEC PWR INC | United States | COM | 500 | $30,000 | 0.02% | 2014-12-31 | 2015-02-09 | +96.48% |
| AWR AMERICAN STS WTR CO | United States | COM | 785 | $30,000 | 0.02% | 2014-12-31 | 2015-02-09 | +117.58% |
| SSUP SUPERIOR INDS INTL INC | United States | COM | 1,508 | $30,000 | 0.02% | 2014-12-31 | 2015-02-09 | |
| HII HUNTINGTON INGALLS INDS INC | United States | COM | 266 | $30,000 | 0.02% | 2014-12-31 | 2015-02-09 | +130.87% |
| SAM BOSTON BEER INC | United States | CL A | 100 | $29,000 | 0.02% | 2014-12-31 | 2015-02-09 | -43.88% |
| ACIW ACI WORLDWIDE INC | United States | COM | 1,410 | $28,000 | 0.02% | 2014-12-31 | 2015-02-09 | +140.90% |
| GLD SPDR GOLD TRUST | United States | GOLD SHS | 250 | $28,000 | 0.02% | 2014-12-31 | 2015-02-09 | +237.11% |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 285 | $28,000 | 0.02% | 2014-12-31 | 2015-02-09 | +14.87% |
| META FACEBOOK INC | United States | CL A | 357 | $28,000 | 0.02% | 2014-12-31 | 2015-02-09 | +846.92% |
| LEG LEGGETT & PLATT INC | United States | COM | 600 | $26,000 | 0.01% | 2014-12-31 | 2015-02-09 | |
| MDU MDU RES GROUP INC | United States | COM | 1,125 | $26,000 | 0.01% | 2014-12-31 | 2015-02-09 | +109.05% |
| NEU NEWMARKET CORP | United States | COM | 65 | $26,000 | 0.01% | 2014-12-31 | 2015-02-09 | +124.18% |
| USB US BANCORP DEL | United States | COM NEW | 575 | $26,000 | 0.01% | 2014-12-31 | 2015-02-09 | +29.34% |
| FHI FEDERATED INVS INC PA | United States | CL B | 750 | $25,000 | 0.01% | 2014-12-31 | 2015-02-09 | +74.67% |
| CPK CHESAPEAKE UTILS CORP | United States | COM | 457 | $23,000 | 0.01% | 2014-12-31 | 2015-02-09 | +158.05% |
| PRU PRUDENTIAL FINL INC | United States | COM | 244 | $22,000 | 0.01% | 2014-12-31 | 2015-02-09 | +27.19% |
| HSY HERSHEY CO | United States | COM | 206 | $21,000 | 0.01% | 2014-12-31 | 2015-02-09 | +55.31% |
| MANH MANHATTAN ASSOCS INC | United States | COM | 500 | $20,000 | 0.01% | 2014-12-31 | 2015-02-09 | +391.43% |
| PNW PINNACLE WEST CAP CORP | United States | COM | 275 | $19,000 | 0.01% | 2014-12-31 | 2015-02-09 | +36.73% |
| RY ROYAL BK CDA MONTREAL QUE | COM | 270 | $19,000 | 0.01% | 2014-12-31 | 2015-02-09 | +189.27% | |
| MPT MEDICAL PPTYS TRUST INC | United States | COM | 1,400 | $19,000 | 0.01% | 2014-12-31 | 2015-02-09 | -74.53% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 200 | $17,000 | 0.01% | 2014-12-31 | 2015-02-09 | +214.02% |
| CMP COMPASS MINERALS INTL INC | United States | COM | 200 | $17,000 | 0.01% | 2014-12-31 | 2015-02-09 | -74.61% |
| GPI GROUP 1 AUTOMOTIVE INC | United States | COM | 181 | $16,000 | 0.01% | 2014-12-31 | 2015-02-09 | +168.84% |
| JBLU JETBLUE AIRWAYS CORP | United States | COM | 1,000 | $16,000 | 0.01% | 2014-12-31 | 2015-02-09 | -73.01% |
| PCG PG&E CORP | United States | COM | 300 | $16,000 | 0.01% | 2014-12-31 | 2015-02-09 | — split 2019-01-14, ratio not on file |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 148 | $15,000 | 0.01% | 2014-12-31 | 2015-02-09 | +69.30% |
| C CITIGROUP INC | United States | COM NEW | 275 | $15,000 | 0.01% | 2014-12-31 | 2015-02-09 | +141.73% |
| ET ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 255 | $15,000 | 0.01% | 2014-12-31 | 2015-02-09 | — split 2016-02-08, ratio not on file |
| JJSF J & J SNACK FOODS CORP | United States | COM | 140 | $15,000 | 0.01% | 2014-12-31 | 2015-02-09 | -29.02% |
| RGP RESOURCES CONNECTION INC | United States | COM | 860 | $14,000 | 0.01% | 2014-12-31 | 2015-02-09 | -77.08% |
| PRK PARK NATL CORP | United States | COM | 155 | $14,000 | 0.01% | 2014-12-31 | 2015-02-09 | +103.32% |
| ETR ENTERGY CORP NEW | United States | COM | 150 | $13,000 | 0.01% | 2014-12-31 | 2015-02-09 | +128.07% |
| OTTR OTTER TAIL CORP | United States | COM | 413 | $13,000 | 0.01% | 2014-12-31 | 2015-02-09 | +187.95% |
| PPG PPG INDS INC | United States | COM | 50 | $12,000 | 0.01% | 2014-12-31 | 2015-02-09 | -8.26% |
| SWK STANLEY BLACK & DECKER INC | United States | COM | 127 | $12,000 | 0.01% | 2014-12-31 | 2015-02-09 | -7.59% |
| CNMD CONMED CORP | United States | COM | 234 | $11,000 | 0.01% | 2014-12-31 | 2015-02-09 | +3.85% |
| MMLP MARTIN MIDSTREAM PRTNRS L P | United States | UNIT L P INT | 400 | $11,000 | 0.01% | 2014-12-31 | 2015-02-09 | -91.82% |
| MUR MURPHY OIL CORP | United States | COM | 220 | $11,000 | 0.01% | 2014-12-31 | 2015-02-09 | — split 2020-03-09, ratio not on file |
| BNY BANK NEW YORK MELLON CORP | United States | COM | 235 | $10,000 | 0.01% | 2014-12-31 | 2015-02-09 | +262.29% |
| PAA PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 200 | $10,000 | 0.01% | 2014-12-31 | 2015-02-09 | -53.37% |
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| Not available yet | |||