Clarfeld-Financial-Advisors

Filing Details

13F-HR2018-12-31
Report Date
2018-12-31
Filing Date
2019-02-15
Total Holdings
584
Total Value
119928
Accession Number
0001766347-19-000001
Form Type
13F-HR
Manager Name
Clarfeld-Financial-Advisors
Data Enrichment
81% identified
475 identified109 unidentified

Holdings

584 positions • $119.9K total value
Manager:
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Page 3 of 27
CVS HEALTH Corp
Shares:3.6K
Value:$233.0K
% of Portfolio:194.3% ($233.0K/$119.9K)
AMAZON COM INC
Shares:155
Value:$233.0K
% of Portfolio:194.3% ($233.0K/$119.9K)
PPG INDUSTRIES INC
Shares:2.3K
Value:$231.0K
% of Portfolio:192.6% ($231.0K/$119.9K)
CITIGROUP INC
Shares:4.3K
Value:$225.0K
% of Portfolio:187.6% ($225.0K/$119.9K)
Mastercard Inc
Shares:1.2K
Value:$225.0K
% of Portfolio:187.6% ($225.0K/$119.9K)
464287630
Shares:2.1K
Value:$222.0K
% of Portfolio:185.1% ($222.0K/$119.9K)
464287168
Shares:2.3K
Value:$204.0K
% of Portfolio:170.1% ($204.0K/$119.9K)
464287341
Shares:6.6K
Value:$193.0K
% of Portfolio:160.9% ($193.0K/$119.9K)
921908844
Shares:1.9K
Value:$189.0K
% of Portfolio:157.6% ($189.0K/$119.9K)
922908751
Shares:1.4K
Value:$188.0K
% of Portfolio:156.8% ($188.0K/$119.9K)
464287184
Shares:4.7K
Value:$183.0K
% of Portfolio:152.6% ($183.0K/$119.9K)
BERKSHIRE HATHAWAY INC
Shares:787
Value:$161.0K
% of Portfolio:134.2% ($161.0K/$119.9K)
78468R739
Shares:3.2K
Value:$155.0K
% of Portfolio:129.2% ($155.0K/$119.9K)
JOHNSON & JOHNSON
Shares:1.1K
Value:$145.0K
% of Portfolio:120.9% ($145.0K/$119.9K)
VISA INC.
Shares:1.1K
Value:$144.0K
% of Portfolio:120.1% ($144.0K/$119.9K)
464285105
Shares:11.7K
Value:$144.0K
% of Portfolio:120.1% ($144.0K/$119.9K)
464287564
Shares:1.5K
Value:$143.0K
% of Portfolio:119.2% ($143.0K/$119.9K)
81369Y803
Shares:2.2K
Value:$136.0K
% of Portfolio:113.4% ($136.0K/$119.9K)
46435G425
Shares:2.4K
Value:$135.0K
% of Portfolio:112.6% ($135.0K/$119.9K)
JPMORGAN CHASE & CO
Shares:1.4K
Value:$134.0K
% of Portfolio:111.7% ($134.0K/$119.9K)