TY 2017 IRS 990 e-File Render
Name:
CONSTANTINE C POUGIALIS & HELEN ANASTASKIS
| Name of Stock |
End of Year Book Value |
End of Year Fair Market Value |
| AFLAC INC |
|
|
| AT&T INC |
3,370 |
19,620 |
| ABBVIE INC |
|
|
| BLACKROCK INC |
7,583 |
26,075 |
| BRISTOL MYERS SQUIBB CO |
6,626 |
36,491 |
| CATERPILLAR INC |
|
|
| CHEVRON CORP |
12,750 |
37,533 |
| CISCO SYSTEMS INC |
|
|
| DOMINION RES INC VA |
12,142 |
16,640 |
| DU PONT E I DE NEMOURS & CO |
|
|
| EXXON MOBIL CORP |
3,073 |
42,763 |
| GENERAL ELECTRIC CO |
|
|
| ILLINOIS TOOL WORKS INC |
|
|
| J P MORGAN CHASE & CO |
15,197 |
48,951 |
| MERCK & CO. INC NEW |
4,491 |
7,359 |
| MICROSOFT CORP |
8,400 |
28,056 |
| NEXTERA ENERGY, INC. |
8,449 |
24,587 |
| PNC BANK CORP |
|
|
| PEPSICO INC |
8,753 |
45,423 |
| PROCTER & GAMBLE CO |
|
|
| SOUTHERN CO |
|
|
| 3M CO |
7,896 |
19,439 |
| US BANCORP DEL |
14,555 |
25,225 |
| UNITED TECHNOLOGIES CORP |
|
|
| VERIZON COMMUNICATIONS |
3,176 |
14,805 |
| WELLS FARGO & CO |
5,016 |
9,093 |
| ISHARES RUSSELL 2000 |
16,915 |
45,996 |
| STANDARD & POOR'S MIDCAP 400 |
|
|
| ISHARES MSCI EMERGING MKT |
12,103 |
16,422 |
| FORD MOTOR COMPANY COM PAR $0. |
|
|
| INTEL CORP |
|
|
| KRAFT FOODS INC *ACQUIRED* |
|
|
| REGAL ENTMT GROUP CL A |
|
|
| LYONDELLBASELL INDUSTRIES |
11,038 |
15,860 |
| CHEMOURS CO/THE |
|
|
| "AQR MANAGED FUTURES STRATEGY |
|
|
| CALAMOS MARKET NEU INC FD-I |
|
|
| CHUBB LIMITED |
15,175 |
16,280 |
| DOMINION ENERGY INC |
|
|
| DRIEHAUS ACTIVE INCOME FUND |
|
|
| "EATON CORP PLC ISIN:IE00B8KQ |
|
|
| HASBRO INC |
8,680 |
8,809 |
| ISHARES MSCI EAFE ETF |
9,784 |
10,823 |
| KRAFT HEINZ CO |
15,177 |
14,095 |
| MAINGATE MLP FUND |
|
|
| "METLIFE INC DTD 04/10/2014 3. |
|
|
| MFS CORPORATE BOND I |
|
|
| PNC FINANCIAL SERVICES |
|
|
| PRUDENTIAL HIGH YIELD FUND CL |
|
|
| QUALCOMM INC |
8,197 |
7,652 |
| SWAN DEFINED RISK FUND |
|
|
| WAL MART STORES INC |
18,072 |
22,115 |
| "WILLIAM BLAIR MACRO ALLOCATIO |
|
|
| AIR PRODUCTS & CHEMICALS INC |
954 |
974 |
| ARTHUR J GALLAGHER & CO |
10,979 |
11,198 |
| BB&T CORP |
1,094 |
1,109 |
| EATON CORP PLC |
12,190 |
15,006 |
| HELMERICH & PAYNE INC |
10,400 |
10,919 |
| INVESCO LTD |
4,448 |
4,056 |
| KAR AUCTION SERVICES INC |
4,505 |
4,315 |
| PFIZER INC |
13,983 |
14,424 |
| PPL CORP |
10,592 |
10,796 |
| RAYTHEON CO |
4,303 |
4,099 |
| SABRE CORP |
4,456 |
4,314 |
| SCHLUMBERGER LTD |
13,403 |
14,260 |
| SPDR S&P MIDCAP 400 ETF TRUST |
17,390 |
57,887 |