Jan 01, 2018 - Dec 31, 2018
Jan 01, 2017 - Dec 31, 2017
May 01, 2016 - Dec 31, 2016
Nov 01, 2015 - Apr 30, 2016
May 01, 2015 - Oct 31, 2015
Dec 16, 2013 - Oct 31, 2014
Dec 16, 2012 - Dec 15, 2013
Dec 16, 2011 - Dec 15, 2012
Dec 16, 2010 - Dec 15, 2011
Dec 16, 2009 - Dec 15, 2010
Dec 16, 2008 - Dec 15, 2009
Dec 16, 2007 - Dec 15, 2008
Dec 16, 2006 - Dec 15, 2007
Dec 16, 2005 - Dec 15, 2006
Dec 16, 2004 - Dec 15, 2005
Investment
Type
Value
Altria
Stock
$5,001 to $50,000
American Airlines
Stock
$5,001 to $50,000
American Funds
Stock - Global Balanced Fund
$5,001 to $50,000
Anadarko Petroleum
Stock
$5,001 to $50,000
Apple Inc
(AAPL)
Stock
$5,001 to $50,000
Atlantic Power
Stock
$5,001 to $50,000
AT&T
(T)
Stock
$5,001 to $50,000
Berkshire Hathaway
Stock
$5,001 to $50,000
Biodelivery Sciences
Stock
$5,001 to $50,000
Cheniere Energy Inc
Stock
$5,001 to $50,000
Dollar Tree Stores Inc
Stock
$50,001 - $250,000
Dominion Energy
(D)
Stock
$5,001 to $50,000
Duke Energy
Stock
$5,001 to $50,000
Dupont & Co
(DD)
Stock
$5,001 to $50,000
eBay Inc
(EBAY)
Stock
$50,001 - $250,000
Freeport McMoran
(FCX)
Stock
$5,001 to $50,000
General Electric
(GE)
Stock
$5,001 to $50,000
Legacy Reserves LP
Stock
$5,001 to $50,000
Magnum Hunter Resources
Stock
$50,001 - $250,000
National Fuel and Gas Co
(NFG)
Stock
$5,001 to $50,000
New Source Energy Partners
Stock
$5,001 to $50,000
Palo Alto Networks
Stock
$5,001 to $50,000
Prospect Capital
Stock
$5,001 to $50,000
State Street Corp
Stock
$5,001 to $50,000
Uranium Participation Corp
Stock
$5,001 to $50,000
VOC Energy Trust
Stock
$5,001 to $50,000
WalMart Stores Inc
(WMT)
Stock
$5,001 to $50,000
American Funds
Mutual Fund - Capital Income Builder
$5,001 to $50,000
AMG Inc
Mutual Fund - Real Estate Trust
$50,001 - $250,000
Blackrock
Mutual Fund - Enhanced Capital
$5,001 to $50,000
Catalyst Funds
Mutual Fund - Lyons Tactical Allocation
$5,001 to $50,000
First Eagle Funds
Mutual Fund - Gold
$50,001 - $250,000
First Trust
Mutual Fund - Enhanced Equity Income
$5,001 to $50,000
Franklin Templeton Investments
Mutual Fund - Utility Fund
$5,001 to $50,000
Gabelli Funds
Mutual Fund - Equity Trust
$5,001 to $50,000
iShares
Mutual Fund - Russell 1000 ETPs
$5,001 to $50,000
iShares
Mutual Fund - Russell Trust 2000 ETFs
$5,001 to $50,000
John Hancock
Mutual Fund - Premium Dividend ETFs
$5,001 to $50,000
Powershares
Mutual Fund - ETF Trust
$5,001 to $50,000
Prudential
Mutual Fund - Utility Fund
$50,001 - $250,000
Putnam Investments Inc
Mutual Fund - Diversity Income Trust
$50,001 - $250,000
Rydex
Mutual Fund - ETF Trust
$5,001 to $50,000
SunAmerica
Mutual Fund - Focus Alpha Large Cap Fund
$5,001 to $50,000
USAA
Mutual Fund - World Growth Fund
$5,001 to $50,000
USA Mutuals
Mutual Fund - Barrier Fund
$5,001 to $50,000
Western Asset
Mutual Fund - Global
$5,001 to $50,000
Health Care REIT
Other
$5,001 to $50,000