Chief Operating and Compliance Officer

0001000490-18-000001.txt : 20180207 0001000490-18-000001.hdr.sgml : 20180207 20180207122653 ACCESSION NUMBER: 0001000490-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180207 DATE AS OF CHANGE: 20180207 EFFECTIVENESS DATE: 20180207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GIRARD PARTNERS LTD. CENTRAL INDEX KEY: 0001000490 IRS NUMBER: 232802378 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15798 FILM NUMBER: 18580139 BUSINESS ADDRESS: STREET 1: 555 CROTON ROAD STREET 2: SUITE 210 CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 BUSINESS PHONE: 610-337-7640 MAIL ADDRESS: STREET 1: 555 CROTON ROAD STREET 2: SUITE 210 CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 FORMER COMPANY: FORMER CONFORMED NAME: GIRARD PARTNERS LTD /BD DATE OF NAME CHANGE: 20020506 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001000490 XXXXXXXX 12-31-2017 12-31-2017 GIRARD PARTNERS LTD.

555 CROTON ROAD SUITE 210 KING OF PRUSSIA PA 19406

13F HOLDINGS REPORT 028-15798 N Lisa Colon Chief Operating and Compliance Officer 610-337-7640 Lisa M Colon King of Prussia PA 02-07-2018 0 282 521721 false INFORMATION TABLE 2 12312017Girard.xml 3M CO COM 88579Y101 2511 10670 SH SOLE 0 10670 0 0 ABBOTT LABS COM 002824100 6077 106499 SH SOLE 0 106499 0 0 ABBVIE INC COM 00287Y109 1353 13990 SH SOLE 0 13990 0 0 AETNA INC NEW NEW COM 00817Y108 262 1453 SH SOLE 0 1453 0 0 AFLAC INC COM 001055102 496 5650 SH SOLE 0 5650 0 0 AIR PRODS CHEMS INC COM 009158106 611 3723 SH SOLE 0 3723 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 1593 6283 SH SOLE 0 6283 0 0 ALLSTATE CORP COM 020002101 266 2537 SH SOLE 0 2537 0 0 ALPHABET INC CAP STK CL A 02079K305 5516 5237 SH SOLE 0 5237 0 0 ALPHABET INC CAP STK CL C 02079K107 3102 2965 SH SOLE 0 2965 0 0 ALTRIA GROUP INC COM 02209S103 8974 125653 SH SOLE 0 125653 0 0 AMAZON COM INC COM 023135106 6327 5410 SH SOLE 0 5410 0 0 AMERICA FIRST MULTIFAMILY IN BEN UNIT CTF 02364V107 159 26227 SH SOLE 0 26227 0 0 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ORACLE CORP COM 68389X105 523 11065 SH SOLE 0 11065 0 0 PDC ENERGY INC COM 69327R101 436 8450 SH SOLE 0 8450 0 0 PEMBINA PIPELINE CORP COM 706327103 428 11841 SH SOLE 0 11841 0 0 PEPSICO INC COM 713448108 3767 31414 SH SOLE 0 31414 0 0 PFIZER INC COM 717081103 3734 103086 SH SOLE 0 103086 0 0 PHILIP MORRIS INTL INC COM 718172109 3839 36338 SH SOLE 0 36338 0 0 PHILLIPS 66 COM 718546104 328 3242 SH SOLE 0 3242 0 0 PNC FINL SVCS GROUP INC COM 693475105 522 3620 SH SOLE 0 3620 0 0 POWERSHARES ETF TRUST DIV ACHV PRTF ETF 73935X732 201 7600 SH SOLE 0 7600 0 0 POWERSHARES QQQ TRUST UNIT SER 1 ETF 73935A104 852 5467 SH SOLE 0 5467 0 0 PPG INDS INC COM 693506107 3335 28546 SH SOLE 0 28546 0 0 PPL CORP COM 69351T106 870 28108 SH SOLE 0 28108 0 0 PRAXAIR INC COM 74005P104 2210 14289 SH SOLE 0 14289 0 0 PRICE T ROWE GROUP INC COM 74144T108 467 4448 SH SOLE 0 4448 0 0 PRICELINE GRP INC COM NEW 741503403 2028 1167 SH SOLE 0 1167 0 0 PRINCIPAL FINL GROUP INC COM 74251V102 708 10032 SH SOLE 0 10032 0 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5669 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 221 3131 SH SOLE 0 3131 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 250 4567 SH SOLE 0 4567 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR ETF 81369Y407 873 8843 SH SOLE 0 8843 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS ETF 81369Y308 795 13979 SH SOLE 0 13979 0 0 SEMPRA ENERGY COM 816851109 202 1888 SH SOLE 0 1888 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 659 6938 SH SOLE 0 6938 0 0 SOUTHERN CO COM 842587107 303 6302 SH SOLE 0 6302 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 ETF 78467X109 297 1200 SH SOLE 0 1200 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK ETF 78463X509 1860 48760 SH SOLE 0 48760 0 0 SPDR SP 500 ETF TR TR UNIT 78462F103 2123 7954 SH SOLE 0 7954 0 0 SPDR SER TR NUVEEN BLMBRG SR ETF 78468R739 401 8374 SH SOLE 0 8374 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 78464A417 3892 105994 SH SOLE 0 105994 0 0 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF 78464A649 9058 315162 SH SOLE 0 315162 0 0 SPDR SERIES TRUST PRTFLO SP500 GW ETF 78464A409 5191 157291 SH SOLE 0 157291 0 0 SPDR SERIES TRUST SP 400 MDCP GRW ETF 78464A821 1668 10729 SH SOLE 0 10729 0 0 SPDR SERIES TRUST SP 600 SMCP GRW ETF 78464A201 876 3852 SH SOLE 0 3852 0 0 SPDR SERIES TRUST SP 600 SMCP VAL ETF 78464A300 804 6393 SH SOLE 0 6393 0 0 STARBUCKS CORP COM 855244109 3759 65448 SH SOLE 0 65448 0 0 STRYKER CORP COM 863667101 2664 17207 SH SOLE 0 17207 0 0 SYSCO CORP COM 871829107 245 4027 SH SOLE 0 4027 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 204 5149 SH SOLE 0 5149 0 0 TE CONNECTIVITY LTD REG SHS H84989104 224 2358 SH SOLE 0 2358 0 0 TESLA INC COM 88160R101 469 1505 SH SOLE 0 1505 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 3751 19756 SH SOLE 0 19756 0 0 TIME WARNER INC COM NEW 887317303 297 3247 SH SOLE 0 3247 0 0 TJX COS INC NEW NEW COM 872540109 355 4641 SH SOLE 0 4641 0 0 TORCHMARK CORP COM 891027104 349 3844 SH SOLE 0 3844 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 455 7770 SH SOLE 0 7770 0 0 TRAVELERS COMPANIES INC COM 89417E109 5828 42968 SH SOLE 0 42968 0 0 TRISTATE CAP HLDGS INC COM 89678F100 814 35405 SH SOLE 0 35405 0 0 UNILEVER PLC SPON ADR NEW 904767704 231 4166 SH SOLE 0 4166 0 0 UNION PAC CORP COM 907818108 8060 60102 SH SOLE 0 60102 0 0 UNITED PARCEL SERVICE INC CL B 911312106 3057 25654 SH SOLE 0 25654 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2661 20856 SH SOLE 0 20856 0 0 UNITEDHEALTH GROUP INC COM 91324P102 7692 34890 SH SOLE 0 34890 0 0 UNIVEST CORP PA COM 915271100 745 26542 SH SOLE 0 26542 0 0 US BANCORP DEL COM NEW 902973304 1374 25641 SH SOLE 0 25641 0 0 V F CORP COM 918204108 6327 85494 SH SOLE 0 85494 0 0 VALERO ENERGY CORP NEW NEW COM 91913Y100 1178 12821 SH SOLE 0 12821 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189F361 905 29020 SH SOLE 0 29020 0 0 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 4663 55625 SH SOLE 0 55625 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND ETF 921937827 461 5832 SH SOLE 0 5832 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 838 10272 SH SOLE 0 10272 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 6679 122849 SH SOLE 0 122849 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2535 18020 SH SOLE 0 18020 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1869 15249 SH SOLE 0 15249 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP ETF 922908512 4155 37238 SH SOLE 0 37238 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1682 10868 SH SOLE 0 10868 0 0 VANGUARD INDEX FDS REIT ETF 922908553 4222 50879 SH SOLE 0 50879 0 0 VANGUARD INDEX FDS SP 500 ETF ETF 922908363 1862 7592 SH SOLE 0 7592 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6434 48457 SH SOLE 0 48457 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 841 5693 SH SOLE 0 5693 0 0 VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 1176 8567 SH SOLE 0 8567 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8592 80815 SH SOLE 0 80815 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1824 39730 SH SOLE 0 39730 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP ETF 92206C870 423 4835 SH SOLE 0 4835 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS ETF 92206C706 238 3726 SH SOLE 0 3726 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS ETF 92206C102 839 13914 SH SOLE 0 13914 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD ETF 92206C409 4306 54300 SH SOLE 0 54300 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 482 4725 SH SOLE 0 4725 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1739 38776 SH SOLE 0 38776 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD ETF 921946406 272 3175 SH SOLE 0 3175 0 0 VENTAS INC COM 92276F100 249 4142 SH SOLE 0 4142 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6613 124934 SH SOLE 0 124934 0 0 VISA INC COM CL A 92826C839 10635 93274 SH SOLE 0 93274 0 0 VOYA EMERGING MKTS HIGH DIVI COM 92912P108 101 11360 SH SOLE 0 11360 0 0 VOYA GLBL ADV PREM OPP FD COM 92912R104 134 11700 SH SOLE 0 11700 0 0 W P CAREY INC COM 92936U109 217 3151 SH SOLE 0 3151 0 0 WAL-MART STORES INC COM 931142103 1508 15270 SH SOLE 0 15270 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 316 4358 SH SOLE 0 4358 0 0 WASTE MGMT INC DEL COM 94106L109 465 5385 SH SOLE 0 5385 0 0 WEC ENERGY GROUP INC COM 92939U106 2315 34853 SH SOLE 0 34853 0 0 WELLS FARGO CO NEW NEW COM 949746101 4242 69920 SH SOLE 0 69920 0 0 WELLTOWER INC COM 95040Q104 273 4277 SH SOLE 0 4277 0 0 WEYERHAEUSER CO COM 962166104 207 5877 SH SOLE 0 5877 0 0 WHIRLPOOL CORP COM 963320106 271 1609 SH SOLE 0 1609 0 0 WISDOMTREE TR INTL EQUITY FD ETF 97717W703 1326 23765 SH SOLE 0 23765 0 0 XILINX INC COM 983919101 245 3632 SH SOLE 0 3632 0 0 YUM BRANDS INC COM 988498101 482 5901 SH SOLE 0 5901 0 0 YUM CHINA HLDGS INC COM 98850P109 228 5704 SH SOLE 0 5704 0 0