Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments
Peter Farrell reported the following investments:
Investment | Type | Value |
---|---|---|
Altria | Stock | $50,001 - $250,000 |
ASML Holding | Stock | $10,001 - $50,000 |
BB&T | Stock | $50,001 - $250,000 |
Canadian National Railway | Stock | $10,001 - $50,000 |
CBS Broadcasting Inc (CBS) | Stock | $10,001 - $50,000 |
Citigroup (C) | Stock | $10,001 - $50,000 |
CSX Corp | Stock | $10,001 - $50,000 |
Duke Energy | Stock | $10,001 - $50,000 |
ExxonMobil (XOM) | Stock | $50,001 - $250,000 |
Facebook/Meta | Stock | $10,001 - $50,000 |
Google/Alphabet (GOOG) | Stock | $10,001 - $50,000 |
iShares | Stock - Min Volatility | $10,001 - $50,000 |
Kraft Heinz Co | Stock | $10,001 - $50,000 |
Mondelez International | Stock | $10,001 - $50,000 |
Monsanto | Stock | $10,001 - $50,000 |
Norfolk Southern Corp | Stock | $50,001 - $250,000 |
Philip Morris International | Stock | $50,001 - $250,000 |
Priceline.com | Stock | $10,001 - $50,000 |
Royal Dutch Shell PLC | Stock | $10,001 - $50,000 |
Schlumberger Oilfield Services | Stock | $10,001 - $50,000 |
Sherwin Williams | Stock | $10,001 - $50,000 |
Starwood Hotels/Resorts | Stock | $10,001 - $50,000 |
VISA USA Inc | Stock | $10,001 - $50,000 |
Walt Disney Co | Stock | $10,001 - $50,000 |
Wynn Resorts Ltd | Stock | $10,001 - $50,000 |
Columbia Funds | Mutual Fund - Short Term Municipal | $50,001 - $250,000 |
Columbia Funds | Mutual Fund - Dividend | $50,001 - $250,000 |
Columbia Funds | Mutual Fund - Large Cap | $50,001 - $250,000 |
Columbia Funds | Mutual Fund - Small Cap | $50,001 - $250,000 |
Eaton Vance | Mutual Fund | $50,001 - $250,000 |
Harbor Funds | Mutual Fund - International | $10,001 - $50,000 |
iShares | Mutual Fund - Emerging Markets | $10,001 - $50,000 |
iShares | Mutual Fund - High Yield | $50,001 - $250,000 |
Ivy Funds | Mutual Fund - Asset Strategy Fund | $50,001 - $250,000 |
Janus Funds | Mutual Fund - Enterprise | $50,001 - $250,000 |
John Hancock | Mutual Fund - International | $50,001 - $250,000 |
John Hancock | Mutual Fund - Mid Cap | $50,001 - $250,000 |
Legg Mason | Mutual Fund - Small Cap | $10,001 - $50,000 |
Oppenheimer Funds | Mutual Fund - International Growth | $10,001 - $50,000 |
SPDR | Mutual Fund - Barclays | $10,001 - $50,000 |
SPDR | Mutual Fund - S&P 500 | $50,001 - $250,000 |
Touchstone | Mutual Fund - Mid Cap | $10,001 - $50,000 |
Vanguard | Mutual Fund - Index | $50,001 - $250,000 |
Vanguard | Mutual Fund - Emerging Markets | $10,001 - $50,000 |
Vanguard | Mutual Fund - Dividend | $10,001 - $50,000 |
Vanguard | Mutual Fund - Developed Markets | $10,001 - $50,000 |
Vanguard | Mutual Fund - Growth | $10,001 - $50,000 |
Vanguard | Mutual Fund - Index | $50,001 - $250,000 |