GARY GOLDBERG PLANNING SERVICES INC Information

75 MONTEBELLO ROAD, SUFFERN, New York, 10901, (845) 368-2900

Report Date: 03/31/2014

Position Statistics

Total Positions 495
New Positions 154
Increased Positions 317
Decreased Positions 67
Positions with Activity 384
Sold Out Positions 23
Total Mkt Value (in $ millions) 220

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.81%
Capital Goods 3.85%
Conglomerates 0%
Consumer Cyclical 0.77%
Consumer/Non-Cyclical 9.87%
Energy 16.94%
Financial 12.64%
Healthcare 10.16%
Services 19.96%
Technology 9.04%
Transportation 0.2%
Utilities 15.67%

495 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TOTAL S A SPONSORED ADR 10,640 1,567 17.28 151,194
VERIZON COMMUNICATIONS INC COM 10,235 2,088 25.63 209,899
LORILLARD INC COM 10,014 1,440 16.80 159,129
AT&T INC COM 9,101 1,704 23.03 255,925
ROYAL DUTCH SHELL PLC SPONS ADR A 8,764 -3,478 (28.41) 106,857
GLAXOSMITHKLINE PLC SPONSORED ADR 8,054 1,343 20.00 150,941
CME GROUP INC COM 7,105 New 100,000
LOCKHEED MARTIN CORP COM 6,686 -778 (10.42) 42,529
CONOCOPHILLIPS COM 6,624 -637 (8.77) 76,988
DUKE ENERGY CORP NEW COM NEW 6,502 100 1.56 89,905
ROYAL DUTCH SHELL PLC SPON ADR B 6,409 1,359 26.90 73,915
BCE INC COM NEW 6,317 1,933 44.08 140,759
PPL CORP COM 5,416 1,129 26.35 158,729
APPLE INC COM 5,187 194 3.89 54,397
SOUTHERN CO COM 5,169 2,047 65.56 116,062
INTEL CORP COM 4,959 504 11.31 161,065
LILLY ELI & CO COM 4,051 1,994 96.95 64,855
INTEGRYS ENERGY GROUP INC COM 4,017 1,807 81.75 57,754
DARDEN RESTAURANTS INC COM 3,861 1,296 50.51 85,135
INTERNATIONAL BUSINESS MACHS COM 3,465 -256 (6.89) 18,508


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