Gary Goldberg Planning Services Inc

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CIK 1569517

13F portfolio (2014-Q4)

$238M

Positions

456

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2014-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2014-Q4)

Holdings

448

Top 5

23.2%

Top 10

42.0%

Effective N

41.3

HHI

0.024

This quarter

38 new · 0 exit →

By sector

Unclassified25.7%

Utilities18.7%

Communication Services15.1%

Consumer Discretionary9.2%

Information Technology8.2%

Consumer Staples7.0%

Health Care5.6%

Financials5.0%

Other5.4%

By market cap

Large ($10–200B)47.8%

Unknown33.2%

Mega (>$200B)16.9%

Mid ($2–10B)1.5%

Small ($300M–2B)0.6%

Micro (<$300M)0.0%

By region

North America73.5%

Other25.7%

Asia-Pacific0.6%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	25.94%	203
Utilities	18.72%	21
Diversified Telecommunication Services	14.93%	5
Specialty Retail	5.08%	16
Pharmaceuticals & Biotechnology	5.07%	14
Technology Hardware & Equipment	4.34%	6
Capital Markets	3.80%	6
Tobacco	3.72%	3
Oil, Gas & Consumable Fuels	3.09%	11
Hotels, Restaurants & Leisure	2.92%	10
Semiconductors & Semiconductor Equipment	2.36%	4
Beverages	1.47%	7
Food Products	1.06%	10
Software	0.98%	7
Distributors	0.87%	7
Aerospace & Defense	0.76%	6
Food & Staples Retailing	0.73%	2
Commercial Services & Supplies	0.62%	9
Health Care Equipment & Supplies	0.46%	7
Machinery	0.44%	13
Chemicals	0.39%	9
Electrical Equipment & Components	0.31%	2
Insurance	0.30%	12
Banks	0.27%	17
Automobiles & Components	0.27%	3
Communications Equipment	0.20%	1
Road & Rail	0.16%	4
Media & Entertainment	0.14%	2
Paper & Forest Products	0.11%	2
Health Care Providers & Services	0.07%	3
Equity Real Estate Investment Trusts (REITs)	0.07%	3
Software & IT Services	0.06%	5
Airlines	0.05%	3
Life Sciences Tools & Services	0.04%	1
Agricultural Products	0.04%	2
Entertainment	0.04%	1
Leisure Products	0.03%	2
Metals & Mining	0.02%	2
Textiles, Apparel & Luxury Goods	0.02%	1
Construction Materials	0.02%	2
Household Durables	0.01%	2
Transportation Infrastructure	0.00%	1
Marine	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	KMI	KINDER MORGAN, INC.	Utilities	4.96%
2	VZ	VERIZON COMMUNICATIONS INC	Communication Services	4.75%
3	T	AT&T INC.	Communication Services	4.72%
4	SO	SOUTHERN CO	Utilities	4.52%
5	PPL	PPL Corp	Utilities	4.22%
6	BCE	BCE INC	Communication Services	4.09%
7		TECO ENERGY INC	Unclassified	3.98%
8	CME	CME GROUP INC.	Financials	3.72%
9		TOTALENERGIES SE	Unclassified	3.72%
10	ED	CONSOLIDATED EDISON INC	Utilities	3.36%

246/448 names classified · sector 74.3% of weight · industry 74.1% · mkt cap 66.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 8 quarters

UtilitiesDUK, PPL, SO, KMI, ED · other

Communication ServicesVZ, T, BCE, VOD, CMCSA · other

Consumer DiscretionaryDRI, MCD, LEG, TJX, TGT · other

Information TechnologyAAPL, IBM, INTC, MSFT, CSCO · other

Health CareLLY, MRK, SNY, AZN, PFE · other

Consumer StaplesPEP, PM, GIS, MO, BTI · other

FinancialsCME, V, BRK.B, FHI, AJG · other

IndustrialsLMT, WM, DE, BA, PH · other

EnergyCOP, XOM, CVX, SLB, PSX · other

MaterialsPG, NKE, KMB, WDFC, ATI · other

Real EstateWPC, MPT, AMT, EGP, WY

UnclassifiedTOTALENERGIES SE, ROYAL DUTCH SHELL PLC, LORILLARD INC, GLAXOSMITHKLINE PLC, TECO ENERGY INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 74.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2014-Q4), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (210 classified)Gary Goldberg Planning Services Inc centroid (Large Value)

UtilitiesCommunication ServicesConsumer DiscretionaryInformation TechnologyConsumer StaplesHealth CareFinancialsEnergyIndustrialsMaterialsReal Estate

Style box summary for Gary Goldberg Planning Services Inc: centroid Large Value. Heaviest cells: Large Value 31.3%, Mid Value 10.7%, Large Growth 8.2%.

Classified: 66.4% of book weight (210/312 names) · unclassified 33.6%: , BCE, VOD, SDY, DVY, IWM, BTI, XBXMX, EFA, NVO +92 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 456 positions (2014-Q4) · largest first · Δ vs 2014-Q3

#	Security	Shares	Value	Weight	Δ QoQ
1	KMIKINDER MORGAN INC DEL	279,154	$12M	5.0%	ADD 39%
2	VZVERIZON COMMUNICATIONS INC	241,762	$11M	4.8%	HOLD
3	TAT&T INC	334,221	$11M	4.7%	ADD 7%
4	SOSOUTHERN CO	219,056	$11M	4.5%	ADD 11%
5	PPLPPL CORP	276,275	$10M	4.2%	ADD 88%
6	BCEBCE INC	212,188	$10M	4.1%	ADD 8%
7	TECO ENERGY INC	462,125	$9M	4.0%	ADD 64%
8	CMECME GROUP INC	100,000	$9M	3.7%	HOLD
9	TOTALENERGIES SE	172,965	$9M	3.7%	ADD 7%
10	EDCONSOLIDATED EDISON INC	121,156	$8M	3.4%	ADD 12%
11	ROYAL DUTCH SHELL PLC	95,334	$7M	2.8%	ADD 9%
12	AAPLAPPLE INC	52,683	$6M	2.4%	TRIM −4%
13	PMPHILIP MORRIS INTL INC	70,598	$6M	2.4%	ADD 105%
14	COPCONOCOPHILLIPS	77,742	$5M	2.3%	ADD 72%
15	INTCINTEL CORP	123,361	$4M	1.9%	TRIM −8%
16	TGTTARGET CORP	58,772	$4M	1.9%	TRIM −43%
17	LLYELI LILLY & CO	58,489	$4M	1.7%	TRIM −3%
18	LORILLARD INC	57,152	$4M	1.5%	TRIM −48%
19	UNILEVER PLC	85,694	$3M	1.5%	ADD 676%
20	DRIDARDEN RESTAURANTS INC	58,587	$3M	1.4%	TRIM −43%
21	VODVODAFONE GROUP PLC	95,064	$3M	1.4%	TRIM −49%
22	IBMINTERNATIONAL BUSINESS MACHS	18,289	$3M	1.2%	HOLD
23	SDYSPDR SER TR	33,178	$3M	1.1%	ADD 3%
24	PEPPEPSICO INC	27,609	$3M	1.1%	ADD 18%
25	PFEPFIZER INC	83,686	$3M	1.1%	HOLD
26	WMTWALMART INC	29,732	$3M	1.1%	TRIM −10%
27	DVYISHARES TR	30,690	$2M	1.0%	ADD 4%
28	Guggenheim S&P 500 Equal Weighted ETF	30,446	$2M	1.0%	ADD 3%
29	DUKDUKE ENERGY CORP NEW	28,140	$2M	1.0%	TRIM −56%
30	ROYAL DUTCH SHELL PLC	31,470	$2M	0.9%	HOLD
31	IWMISHARES TR	16,976	$2M	0.9%	HOLD
32	MCDMCDONALDS CORP	21,367	$2M	0.8%	TRIM −2%
33	MSFTMICROSOFT CORP	42,507	$2M	0.8%	HOLD
34	RYDEX ETF TRUST	12,753	$2M	0.8%	ADD 3%
35	HDHOME DEPOT INC	17,067	$2M	0.8%	ADD 32%
36	AMGNAMGEN INC	10,745	$2M	0.7%	ADD 13%
37	CVSCVS HEALTH CORP	16,423	$2M	0.7%	TRIM −20%
38	BTIBRITISH AMERN TOB PLC	14,641	$2M	0.7%	HOLD
39	MOALTRIA GROUP INC	30,963	$2M	0.6%	TRIM −7%
40	XBXMXNUVEEN S&P 500 BUY-WRITE INC	121,216	$1M	0.6%	NEW
41	CSCOCISCO SYS INC	51,664	$1M	0.6%	HOLD
42	TJXTJX COS INC NEW	20,717	$1M	0.6%	TRIM −10%
43	GISGENERAL MILLS INC	23,140	$1M	0.5%	TRIM −9%
44	EFAISHARES TR	18,452	$1M	0.5%	HOLD
45	MRKMERCK & CO INC	19,476	$1M	0.5%	TRIM −5%
46	NVONOVO-NORDISK A S	24,022	$1M	0.4%	ADD 9%
47	XOMEXXON MOBIL CORP	10,955	$1M	0.4%	TRIM −3%
48	BABOEING CO	6,955	$904,000	0.4%	ADD 97%
49	DU PONT E I DE NEMOURS & CO	11,308	$836,000	0.4%	ADD 19%
50	VVISA INC	3,147	$825,000	0.3%	ADD 26%
51	SBUXSTARBUCKS CORP	9,672	$794,000	0.3%	ADD 184%
52	TSMTAIWAN SEMICONDUCTOR MFG LTD	34,635	$775,000	0.3%	NEW
53	HEHAWAIIAN ELEC INDS INC MTN B	22,541	$755,000	0.3%	HOLD
54	KSSKOHLS CORP	11,606	$708,000	0.3%	TRIM −27%
55	LMTLOCKHEED MARTIN CORP	3,396	$654,000	0.3%	TRIM −85%
56	CVXCHEVRON CORP NEW	5,478	$615,000	0.3%	HOLD
57	MCKMCKESSON CORP	2,766	$574,000	0.2%	ADD 132%
58	HMCHONDA MOTOR LTD	18,842	$556,000	0.2%	ADD 116%
59	JNJJOHNSON & JOHNSON	5,321	$556,000	0.2%	HOLD
60	SYYSYSCO CORP	13,912	$552,000	0.2%	TRIM −31%
61	XLPSELECT SECTOR SPDR TR	11,240	$545,000	0.2%	HOLD
62	BAXBAXTER INTL INC	7,094	$520,000	0.2%	ADD 4%
63	KOCOCA COLA CO	11,698	$494,000	0.2%	TRIM −8%
64	QCOMQUALCOMM INC	6,494	$483,000	0.2%	TRIM −2%
65	BRK.BBERKSHIRE HATHAWAY INC DEL	3,046	$457,000	0.2%	HOLD
66	CORCENCORA INC	4,923	$444,000	0.2%	TRIM −47%
67	GEGENERAL ELECTRIC CO	17,456	$441,000	0.2%	TRIM −4%
68	Nuveen Preferred & Income Securities Fd	48,568	$432,000	0.2%	HOLD
69	GOOGLE INC	756	$401,000	0.2%	TRIM −6%
70	RAYTHEON CO	3,648	$395,000	0.2%	HOLD
71	GWWWW GRAINGER INC	1,539	$392,000	0.2%	TRIM −38%
72	SJMSMUCKER J M CO	3,764	$380,000	0.2%	TRIM −3%
73	TXNTEXAS INSTRS INC	6,955	$372,000	0.2%	NEW
74	JRSNUVEEN REAL ESTATE INCOME FD	31,808	$366,000	0.2%	TRIM −18%
75	PIMCO DYNAMIC CR INCOME FD	17,741	$366,000	0.2%	TRIM −18%
76	ACNACCENTURE PLC IRELAND	4,045	$361,000	0.2%	ADD 6996%
77	ABBVABBVIE INC	5,474	$358,000	0.2%	HOLD
78	TSCOTRACTOR SUPPLY CO	4,481	$353,000	0.1%	NEW
79	Alphabet CL C	659	$347,000	0.1%	TRIM −8%
80	CMCSACOMCAST CORP NEW	5,826	$338,000	0.1%	HOLD
81	AJGGALLAGHER ARTHUR J & CO	6,999	$329,000	0.1%	NEW
82	DEDEERE & CO	3,614	$320,000	0.1%	TRIM −6%
83	PGPROCTER AND GAMBLE CO	3,512	$320,000	0.1%	TRIM −16%
84	WALGREENS BOOTS ALLIANCE INC	4,159	$317,000	0.1%	NEW
85	BMYBRISTOL-MYERS SQUIBB CO	5,329	$315,000	0.1%	HOLD
86	CTRACOTERRA ENERGY INC	10,544	$312,000	0.1%	NEW
87	BUDANHEUSER BUSCH INBEV SA/NV	2,669	$300,000	0.1%	HOLD
88	MDLZMONDELEZ INTL INC	8,264	$300,000	0.1%	HOLD
89	ORCLORACLE CORP	6,582	$296,000	0.1%	TRIM −5%
90	EMREMERSON ELEC CO	4,729	$292,000	0.1%	HOLD
91	BLACKSTONE GROUP LP	8,615	$291,000	0.1%	HOLD
92	BDXBECTON DICKINSON & CO	1,979	$275,000	0.1%	TRIM −5%
93	ABTABBOTT LABS	5,904	$266,000	0.1%	HOLD
94	PIMCO INCOME OPPORTUNITY FD	10,535	$264,000	0.1%	ADD 18%
95	TRTOOTSIE ROLL INDS INC	8,551	$262,000	0.1%	TRIM −19%
96	IGSBISHARES TR	2,425	$255,000	0.1%	HOLD
97	MONSANTO CO NEW	2,062	$246,000	0.1%	HOLD
98	JPMJPMORGAN CHASE & CO	3,761	$235,000	0.1%	HOLD
99	XJPIXNUVEEN PFD SECS & INC OPPTY	10,380	$233,000	0.1%	HOLD
100	SBRSABINE RTY TR	6,419	$230,000	0.1%	TRIM −29%
101	Transcanada Corp	4,655	$229,000	0.1%	TRIM −6%
102	AVAAVISTA CORP	6,418	$227,000	0.1%	TRIM −25%
103	KMBKIMBERLY-CLARK CORP	1,865	$216,000	0.1%	TRIM −3%
104	PSXPHILLIPS 66	2,975	$213,000	0.1%	TRIM −2%
105	AGL RES INC	3,865	$211,000	0.1%	TRIM −61%
106	CWCURTISS WRIGHT CORP	2,968	$210,000	0.1%	HOLD
107	UNITED TECHNOLOGIES CORP	1,809	$208,000	0.1%	TRIM −3%
108	SPHSUBURBAN PROPANE PARTNERS L	4,486	$194,000	0.1%	TRIM −18%
109	CAKECHEESECAKE FACTORY INC	3,754	$189,000	0.1%	ADD 5%
110	NKENIKE INC	1,874	$180,000	0.1%	TRIM −12%
111	KRAFT FOODS GROUP INC	2,775	$174,000	0.1%	HOLD
112	SPYSTATE STR SPDR S&P 500 ETF T	833	$171,000	0.1%	HOLD
113	DOW CHEM CO	3,719	$170,000	0.1%	HOLD
114	PZZAPAPA JOHNS INTL INC	3,029	$169,000	0.1%	TRIM −32%
115	ADMARCHER DANIELS MIDLAND CO	3,128	$163,000	0.1%	TRIM −2%
116	WDFCW D 40 Co.	1,835	$156,000	0.1%	TRIM −36%
117	WMKWEIS MKTS INC	3,253	$156,000	0.1%	TRIM −29%
118	XLUSELECT SECTOR SPDR TR	3,261	$154,000	0.1%	TRIM −20%
119	CBRLCRACKER BARREL OLD CTRY STOR	1,083	$152,000	0.1%	TRIM −24%
120	DKSDICKS SPORTING GOODS INC	3,000	$149,000	0.1%	HOLD
121	SYKSTRYKER CORPORATION	1,573	$148,000	0.1%	ADD 3%
122	HCSGHEALTHCARE SVCS GROUP INC	4,751	$147,000	0.1%	ADD 18%
123	DLTRDOLLAR TREE INC	2,070	$146,000	0.1%	TRIM −69%
124	CATCATERPILLAR INC	1,524	$140,000	0.1%	TRIM −39%
125	NOCNORTHROP GRUMMAN CORP	950	$140,000	0.1%	TRIM −5%
126	ST JUDE MED INC	2,147	$140,000	0.1%	TRIM −6%
127	BARNES GROUP INC	3,702	$137,000	0.1%	ADD 155%
128	ALLETE INC	2,453	$135,000	0.1%	ADD 21%
129	PLOWDOUGLAS DYNAMICS INC	6,183	$133,000	0.1%	TRIM −42%
130	HILLENBRAND INC	3,839	$132,000	0.1%	ADD 29%
131	PRAXAIR INC	1,000	$130,000	0.1%	HOLD
132	CSXCSX CORP	3,565	$129,000	0.1%	HOLD
133	LQDISHARES TR	1,040	$124,000	0.1%	TRIM −22%
134	UNPUNION PAC CORP	1,042	$124,000	0.1%	HOLD
135	WPCW. P. Carey Inc.	1,744	$122,000	0.1%	HOLD
136	XPGPXPIMCO GLOBAL STOCKSPLS INCM	5,835	$113,000	0.0%	TRIM −36%
137	BARCLAYS BANK PLC	4,300	$112,000	0.0%	HOLD
138	WGL HLDGS INC	2,044	$112,000	0.0%	TRIM −23%
139	LOWLOWES COS INC	1,604	$110,000	0.0%	TRIM −78%
140	HOSPITALITY PPTYS TR	3,500	$109,000	0.0%	HOLD
141	CRLCHARLES RIV LABS INTL INC	1,675	$107,000	0.0%	TRIM −11%
142	POTASH CORP OF SASKATCHEWAN	3,000	$106,000	0.0%	HOLD
143	ENERGY TRANSFER PRTNRS L P	1,600	$104,000	0.0%	HOLD
144	PEGPUBLIC SVC ENTERPRISE GROUP	2,507	$104,000	0.0%	TRIM −57%
145	IDUISHARES TR	875	$103,000	0.0%	HOLD
146	XETYXEATON VANCE TAX-MANAGED DIVE	9,163	$102,000	0.0%	HOLD
147	JRINUVEEN REAL ASSET INCOME & G	5,400	$102,000	0.0%	HOLD
148	NJRNEW JERSEY RES CORP	1,648	$101,000	0.0%	ADD 52%
149	YUMYUM BRANDS INC	1,393	$101,000	0.0%	HOLD
150	BGSB & G FOODS INC NEW	3,355	$100,000	0.0%	ADD 52%
151	SHYISHARES TR	1,185	$100,000	0.0%	HOLD
152	MGEEMGE ENERGY INC	2,193	$100,000	0.0%	TRIM −12%
153	MAMASTERCARD INCORPORATED	1,135	$98,000	0.0%	HOLD
154	PHKPIMCO HIGH INCOME FD	8,600	$97,000	0.0%	HOLD
155	TECH DATA CORP	1,520	$96,000	0.0%	ADD 116%
156	TXRHTEXAS ROADHOUSE INC	2,820	$95,000	0.0%	ADD 55%
157	WMWASTE MGMT INC DEL	1,835	$94,000	0.0%	TRIM −40%
158	FRONTIER COMMUNICATIONS CORP	13,834	$92,000	0.0%	TRIM −8%
159	DISDISNEY WALT CO	970	$91,000	0.0%	ADD 70%
160	XFFCXFLAHERTY & CRUMRINE PFD SECS	4,772	$91,000	0.0%	HOLD
161	GUGGENHEIM ENHANCED EQUITY STR COM	5,100	$90,000	0.0%	HOLD
162	JGHNUVEEN GLOBAL HIGH INCOME FD	5,135	$89,000	0.0%	NEW
163	ROKROCKWELL AUTOMATION INC	800	$89,000	0.0%	HOLD
164	TBRGTRUBRIDGE INC	1,381	$84,000	0.0%	TRIM −53%
165	ACHOWENS & MINOR INC NEW	2,386	$84,000	0.0%	TRIM −10%
166	BSVVANGUARD BD INDEX FDS	1,050	$84,000	0.0%	HOLD
167	ENBRIDGE ENERGY MANAGEMENT L	2,130	$83,000	0.0%	HOLD
168	UIL HOLDINGS CORPORATION	1,914	$83,000	0.0%	ADD 41%
169	GLATFELTER	3,160	$81,000	0.0%	NEW
170	GSGOLDMAN SACHS GROUP INC	420	$81,000	0.0%	HOLD
171	MMM3M CO	494	$81,000	0.0%	TRIM −3%
172	ETNEATON CORP PLC	1,171	$80,000	0.0%	TRIM −77%
173	HEALTH CARE REIT INC	1,026	$78,000	0.0%	HOLD
174	AARONS INC	2,525	$77,000	0.0%	ADD 29%
175	CLCOLGATE PALMOLIVE CO	1,108	$77,000	0.0%	ADD 57%
176	CONVERGYS CORP	3,768	$77,000	0.0%	ADD 16%
177	HALHALLIBURTON CO	1,950	$77,000	0.0%	ADD 12%
178	UNMUNUM GROUP	2,200	$77,000	0.0%	HOLD
179	VNQVANGUARD INDEX FDS	955	$77,000	0.0%	HOLD
180	GABGABELLI EQUITY TR INC	11,700	$76,000	0.0%	HOLD
181	KAMAN CORP	1,896	$76,000	0.0%	ADD 34%
182	MTXMINERALS TECHNOLOGIES INC	1,101	$76,000	0.0%	ADD 50%
183	FFORD MTR CO	4,710	$73,000	0.0%	HOLD
184	ABMABM INDS INC	2,511	$72,000	0.0%	ADD 33%
185	PTYPIMCO CORPORATE & INCOME OPP	4,505	$72,000	0.0%	TRIM −38%
186	EPDENTERPRISE PRODS PARTNERS L	1,902	$69,000	0.0%	HOLD
187	NORTHWEST NAT GAS CO	1,366	$68,000	0.0%	HOLD
188	VTOLBRISTOW GROUP INC	1,007	$66,000	0.0%	ADD 50%
189	DSW INC	1,781	$66,000	0.0%	HOLD
190	AMZNAMAZON COM INC	211	$65,000	0.0%	ADD 90%
191	VECTREN CORP	1,406	$65,000	0.0%	TRIM −23%
192	Knight Transportation, Inc.	1,901	$64,000	0.0%	HOLD
193	NSCNORFOLK SOUTHN CORP	583	$64,000	0.0%	HOLD
194	OLNOLIN CORP	2,763	$63,000	0.0%	ADD 52%
195	AETNA INC NEW	700	$62,000	0.0%	HOLD
196	AXPAMERICAN EXPRESS CO	661	$61,000	0.0%	ADD 83%
197	DBDDIEBOLD NIXDORF INC	1,699	$59,000	0.0%	TRIM −13%
198	UPSUNITED PARCEL SERVICE INC	523	$58,000	0.0%	HOLD
199	WAFDWAFD INC	2,638	$58,000	0.0%	TRIM −14%
200	UNHUNITEDHEALTH GROUP INC	557	$56,000	0.0%	HOLD

showing the top 200 by weight

☆Gary Goldberg Planning Services Inc