Gary Goldberg Planning Services Inc

13F Portfolio Filings

Most recent 13F
Q4 2014
Location
Suffern, NY
CIK
0001569517
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2014 482 237,998 KMI, VZ, T, SO 13F-HR 2/9/2015 000101968715000490
Q3 2014 513 240,401 VZ, T, TOT, SO 13F-HR 11/10/2014 000101968714004141
Q2 2014 418 227,305 TOT, VZ, T, GSK 13F-HR 8/6/2014 000101968714002977
Q1 2014 480 204,825 VZ, TOT, T, LO 13F-HR 5/7/2014 000101968714001683
Q4 2013 339 171,919 TOT, CME, VZ, T 13F-HR 2/5/2014 000101968714000395