The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 2,315 | 16,957 | SH | SOLE | 0 | 0 | 16,957 | ||
ABBVIE INC | COM | 00287Y109 | 2,576 | 33,816 | SH | SOLE | 0 | 0 | 33,816 | ||
AFLAC INC | COM | 001055102 | 2,279 | 66,564 | SH | SOLE | 0 | 0 | 66,564 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 2,416 | 12,105 | SH | SOLE | 0 | 0 | 12,105 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,838 | 14,592 | SH | SOLE | 0 | 0 | 14,592 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 3,399 | 2,923 | SH | SOLE | 0 | 0 | 2,923 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,002 | 862 | SH | SOLE | 0 | 0 | 862 | ||
AMAZON COM INC | COM | 023135106 | 4,652 | 2,386 | SH | SOLE | 0 | 0 | 2,386 | ||
AMGEN INC | COM | 031162100 | 225 | 1,108 | SH | SOLE | 0 | 0 | 1,108 | ||
APPLE INC | COM | 037833100 | 4,576 | 17,996 | SH | SOLE | 0 | 0 | 17,996 | ||
ASSURANT INC | COM | 04621X108 | 2,496 | 23,982 | SH | SOLE | 0 | 0 | 23,982 | ||
AT&T INC | COM | 00206R102 | 2,378 | 81,564 | SH | SOLE | 0 | 0 | 81,564 | ||
AUTODESK INC | COM | 052769106 | 590 | 3,779 | SH | SOLE | 0 | 0 | 3,779 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 523 | 2,860 | SH | SOLE | 0 | 0 | 2,860 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 274 | 6,015 | SH | SOLE | 0 | 0 | 6,015 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 2,694 | 48,338 | SH | SOLE | 0 | 0 | 48,338 | ||
CARLYLE GROUP INC | COM | 14316J108 | 2,035 | 93,995 | SH | SOLE | 0 | 0 | 93,995 | ||
CHEVRON CORP NEW | COM | 166764100 | 2,536 | 35,004 | SH | SOLE | 0 | 0 | 35,004 | ||
CLOROX CO DEL | COM | 189054109 | 2,455 | 14,172 | SH | SOLE | 0 | 0 | 14,172 | ||
COCA COLA CO | COM | 191216100 | 2,376 | 53,694 | SH | SOLE | 0 | 0 | 53,694 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 2,559 | 38,569 | SH | SOLE | 0 | 0 | 38,569 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 2,642 | 33,870 | SH | SOLE | 0 | 0 | 33,870 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 408 | 1,431 | SH | SOLE | 0 | 0 | 1,431 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 1,900 | 34,122 | SH | SOLE | 0 | 0 | 34,122 | ||
CUMMINS INC | COM | 231021106 | 2,491 | 18,409 | SH | SOLE | 0 | 0 | 18,409 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 2,727 | 28,229 | SH | SOLE | 0 | 0 | 28,229 | ||
DOMINION ENERGY INC | COM | 25746U109 | 2,548 | 35,290 | SH | SOLE | 0 | 0 | 35,290 | ||
EAGLE BANCORP INC MD | COM | 268948106 | 388 | 12,843 | SH | SOLE | 0 | 0 | 12,843 | ||
EMERSON ELEC CO | COM | 291011104 | 2,388 | 50,124 | SH | SOLE | 0 | 0 | 50,124 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 221 | 48,102 | SH | SOLE | 0 | 0 | 48,102 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 450 | 31,498 | SH | SOLE | 0 | 0 | 31,498 | ||
EXXON MOBIL CORP | COM | 30231G102 | 2,270 | 59,790 | SH | SOLE | 0 | 0 | 59,790 | ||
FACEBOOK INC | CL A | 30303M102 | 3,409 | 20,439 | SH | SOLE | 0 | 0 | 20,439 | ||
FORD MTR CO DEL | COM | 345370860 | 73 | 15,200 | SH | SOLE | 0 | 0 | 15,200 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 2,377 | 17,962 | SH | SOLE | 0 | 0 | 17,962 | ||
GENERAL MLS INC | COM | 370334104 | 2,967 | 56,228 | SH | SOLE | 0 | 0 | 56,228 | ||
GENUINE PARTS CO | COM | 372460105 | 2,389 | 35,479 | SH | SOLE | 0 | 0 | 35,479 | ||
GILEAD SCIENCES INC | COM | 375558103 | 548 | 7,335 | SH | SOLE | 0 | 0 | 7,335 | ||
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 265 | 6,986 | SH | SOLE | 0 | 0 | 6,986 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 2,382 | 16,764 | SH | SOLE | 0 | 0 | 16,764 | ||
INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 46137V837 | 321 | 5,954 | SH | SOLE | 0 | 0 | 5,954 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 239 | 5,536 | SH | SOLE | 0 | 0 | 5,536 | ||
ISHARES TR | INTRM TR CRP ETF | 464288638 | 2,177 | 39,639 | SH | SOLE | 0 | 0 | 39,639 | ||
ISHARES TR | SH TR CRPORT ETF | 464288646 | 2,171 | 41,456 | SH | SOLE | 0 | 0 | 41,456 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 377 | 7,741 | SH | SOLE | 0 | 0 | 7,741 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 515 | 5,152 | SH | SOLE | 0 | 0 | 5,152 | ||
JOHNSON & JOHNSON | COM | 478160104 | 2,695 | 20,550 | SH | SOLE | 0 | 0 | 20,550 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 2,115 | 23,496 | SH | SOLE | 0 | 0 | 23,496 | ||
KELLOGG CO | COM | 487836108 | 2,459 | 40,998 | SH | SOLE | 0 | 0 | 40,998 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 2,404 | 18,801 | SH | SOLE | 0 | 0 | 18,801 | ||
LYFT INC | CL A COM | 55087P104 | 1,975 | 73,567 | SH | SOLE | 0 | 0 | 73,567 | ||
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 529 | 14,503 | SH | SOLE | 0 | 0 | 14,503 | ||
MCDONALDS CORP | COM | 580135101 | 2,356 | 14,247 | SH | SOLE | 0 | 0 | 14,247 | ||
MEDICAL PPTYS TRUST INC | COM | 58463J304 | 3,045 | 176,128 | SH | SOLE | 0 | 0 | 176,128 | ||
MEDTRONIC PLC | SHS | G5960L103 | 2,375 | 26,331 | SH | SOLE | 0 | 0 | 26,331 | ||
MICROSOFT CORP | COM | 594918104 | 3,092 | 19,606 | SH | SOLE | 0 | 0 | 19,606 | ||
NIKE INC | CL B | 654106103 | 2,358 | 28,496 | SH | SOLE | 0 | 0 | 28,496 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 2,510 | 8,296 | SH | SOLE | 0 | 0 | 8,296 | ||
NUTANIX INC | CL A | 67059N108 | 316 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 2,797 | 17,061 | SH | SOLE | 0 | 0 | 17,061 | ||
PEOPLES UTD FINL INC | COM | 712704105 | 2,221 | 201,018 | SH | SOLE | 0 | 0 | 201,018 | ||
PEPSICO INC | COM | 713448108 | 2,644 | 22,013 | SH | SOLE | 0 | 0 | 22,013 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 2,236 | 30,645 | SH | SOLE | 0 | 0 | 30,645 | ||
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 154 | 29,226 | SH | SOLE | 0 | 0 | 29,226 | ||
POLARIS INC | COM | 731068102 | 2,327 | 48,327 | SH | SOLE | 0 | 0 | 48,327 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 2,712 | 24,652 | SH | SOLE | 0 | 0 | 24,652 | ||
RESMED INC | COM | 761152107 | 249 | 1,688 | SH | SOLE | 0 | 0 | 1,688 | ||
RH | COM | 74967X103 | 2,887 | 28,737 | SH | SOLE | 0 | 0 | 28,737 | ||
SALESFORCE COM INC | COM | 79466L302 | 2,790 | 19,377 | SH | SOLE | 0 | 0 | 19,377 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 2,154 | 41,645 | SH | SOLE | 0 | 0 | 41,645 | ||
SERVICENOW INC | COM | 81762P102 | 2,671 | 9,322 | SH | SOLE | 0 | 0 | 9,322 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 2,297 | 4,998 | SH | SOLE | 0 | 0 | 4,998 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 1,196 | 49,942 | SH | SOLE | 0 | 0 | 49,942 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,563 | 6,063 | SH | SOLE | 0 | 0 | 6,063 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 272 | 7,604 | SH | SOLE | 0 | 0 | 7,604 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 257 | 9,944 | SH | SOLE | 0 | 0 | 9,944 | ||
SPDR SER TR | S&P BK ETF | 78464A797 | 240 | 8,892 | SH | SOLE | 0 | 0 | 8,892 | ||
SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | 281 | 6,557 | SH | SOLE | 0 | 0 | 6,557 | ||
SPDR SER TR | BLOOMBERG SRT TR | 78468R408 | 437 | 18,569 | SH | SOLE | 0 | 0 | 18,569 | ||
SSGA ACTIVE TR | SPDR DBLELN SHRT | 78470P200 | 406 | 8,419 | SH | SOLE | 0 | 0 | 8,419 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 2,221 | 22,352 | SH | SOLE | 0 | 0 | 22,352 | ||
UNION PAC CORP | COM | 907818108 | 2,298 | 16,295 | SH | SOLE | 0 | 0 | 16,295 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 2,430 | 26,010 | SH | SOLE | 0 | 0 | 26,010 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 2,166 | 22,961 | SH | SOLE | 0 | 0 | 22,961 | ||
VANECK VECTORS ETF TR | FALLEN ANGEL HG | 92189F437 | 2,252 | 89,000 | SH | SOLE | 0 | 0 | 89,000 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 12,991 | 152,212 | SH | SOLE | 0 | 0 | 152,212 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 417 | 4,693 | SH | SOLE | 0 | 0 | 4,693 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 239 | 2,314 | SH | SOLE | 0 | 0 | 2,314 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 2,730 | 50,812 | SH | SOLE | 0 | 0 | 50,812 | ||
VISA INC | COM CL A | 92826C839 | 2,646 | 16,421 | SH | SOLE | 0 | 0 | 16,421 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 2,293 | 24,771 | SH | SOLE | 0 | 0 | 24,771 | ||
WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 1,828 | 1,435 | SH | SOLE | 0 | 0 | 1,435 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 316 | 13,076 | SH | SOLE | 0 | 0 | 13,076 | ||
WISDOMTREE TR | US LARGECAP FUND | 97717W588 | 338 | 12,015 | SH | SOLE | 0 | 0 | 12,015 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 376 | 7,281 | SH | SOLE | 0 | 0 | 7,281 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717X628 | 1,347 | 53,650 | SH | SOLE | 0 | 0 | 53,650 |