0001172661-14-001291.txt : 20140801
0001172661-14-001291.hdr.sgml : 20140801
20140801092120
ACCESSION NUMBER: 0001172661-14-001291
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140801
DATE AS OF CHANGE: 20140801
EFFECTIVENESS DATE: 20140801
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AGRAN LIBBIE
CENTRAL INDEX KEY: 0001105871
IRS NUMBER: 953533732
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05303
FILM NUMBER: 141008296
BUSINESS ADDRESS:
STREET 1: 2120 COLORADO AVE
STREET 2: SUITE 100
CITY: SANTA MONICA
STATE: CA
ZIP: 90404
BUSINESS PHONE: 3105861828
MAIL ADDRESS:
STREET 1: 2120 COLORADO AVE
STREET 2: SUITE 100
CITY: SANTA MONICA
STATE: CA
ZIP: 90404
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001105871
XXXXXXXX
06-30-2014
06-30-2014
false
AGRAN LIBBIE
2120 Colorado Ave
Suite 100
Santa Monica
CA
90404
13F HOLDINGS REPORT
028-05303
N
Margaret Shin
Financial Planner
310-586-1828
/s/ Margaret Shin
Santa Monica
CA
08-01-2014
0
113
391609
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
3248
22675
SH
SOLE
22675
0
0
ABBOTT LABS
COM
002824100
1632
39897
SH
SOLE
39897
0
0
ABBVIE INC
COM
00287Y109
2168
38413
SH
SOLE
38413
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
1129
59430
SH
SOLE
59430
0
0
AMAZON COM INC
COM
023135106
1289
3969
SH
SOLE
3969
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
2093
23265
SH
SOLE
23265
0
0
AMGEN INC
COM
031162100
295
2494
SH
SOLE
2494
0
0
APPLE INC
COM
037833100
19802
213081
SH
SOLE
213081
0
0
APPLIED MATLS INC
COM
038222105
972
43100
SH
SOLE
43100
0
0
APTARGROUP INC
COM
038336103
1474
22000
SH
SOLE
22000
0
0
AQUA AMERICA INC
COM
03836W103
2649
101022
SH
SOLE
101022
0
0
AT&T INC
COM
00206R102
4167
117855
SH
SOLE
117855
0
0
BANK OF AMERICA CORPORATION
COM
060505104
1672
108808
SH
SOLE
108808
0
0
BECTON DICKINSON & CO
COM
075887109
2924
24714
SH
SOLE
24714
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
13103
69
SH
SOLE
69
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
8263
65287
SH
SOLE
65287
0
0
BLACKROCK INC
COM
09247X101
6143
19222
SH
SOLE
19222
0
0
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
1194
35693
SH
SOLE
35693
0
0
BOEING CO
COM
097023105
2341
18399
SH
SOLE
18399
0
0
BROADCOM CORP
CL A
111320107
568
15315
SH
SOLE
15315
0
0
CALIFORNIA WTR SVC GROUP
COM
130788102
592
24480
SH
SOLE
24480
0
0
CATERPILLAR INC DEL
COM
149123101
1823
16780
SH
SOLE
16780
0
0
CELGENE CORP
COM
151020104
3111
36228
SH
SOLE
36228
0
0
CHEVRON CORP NEW
COM
166764100
12581
96369
SH
SOLE
96369
0
0
CISCO SYS INC
COM
17275R102
2882
115995
SH
SOLE
115995
0
0
CITIGROUP INC
COM NEW
172967424
456
9671
SH
SOLE
9671
0
0
CITY NATL CORP
COM
178566105
363
4791
SH
SOLE
4791
0
0
COCA COLA CO
COM
191216100
6394
150944
SH
SOLE
150944
0
0
CONOCOPHILLIPS
COM
20825C104
7729
90154
SH
SOLE
90154
0
0
COSTCO WHSL CORP NEW
COM
22160K105
4714
40935
SH
SOLE
40935
0
0
CUMMINS INC
COM
231021106
276
1790
SH
SOLE
1790
0
0
CVS CAREMARK CORPORATION
COM
126650100
350
4639
SH
SOLE
4639
0
0
DEERE & CO
COM
244199105
941
10390
SH
SOLE
10390
0
0
DIGITAL RLTY TR INC
COM
253868103
377
6465
SH
SOLE
6465
0
0
DIRECTV
COM
25490A309
358
4213
SH
SOLE
4213
0
0
DISNEY WALT CO
COM DISNEY
254687106
770
8986
SH
SOLE
8986
0
0
DOMINION RES INC VA NEW
COM
25746U109
11342
158581
SH
SOLE
158581
0
0
DONALDSON INC
COM
257651109
5208
123065
SH
SOLE
123065
0
0
DOUGLAS EMMETT INC
COM
25960P109
1201
42575
SH
SOLE
42575
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
289
3893
SH
SOLE
3893
0
0
DUNKIN BRANDS GROUP INC
COM
265504100
669
14600
SH
SOLE
14600
0
0
E M C CORP MASS
COM
268648102
748
28387
SH
SOLE
28387
0
0
ENERGY TRANSFER PRTNRS L P
UNIT LTD PARTN
29273R109
3812
65765
SH
SOLE
65765
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
11235
143504
SH
SOLE
143504
0
0
EXXON MOBIL CORP
COM
30231G102
10111
100432
SH
SOLE
100432
0
0
FACEBOOK INC
CL A
30303M102
3312
49215
SH
SOLE
49215
0
0
FASTENAL CO
COM
311900104
630
12735
SH
SOLE
12735
0
0
FLOWSERVE CORP
COM
34354P105
1445
19440
SH
SOLE
19440
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
904
52461
SH
SOLE
52461
0
0
FREEPORT-MCMORAN COPPER & GO
COM
35671D857
363
9950
SH
SOLE
9950
0
0
GENERAL ELECTRIC CO
COM
369604103
6217
236551
SH
SOLE
236551
0
0
GENERAL MLS INC
COM
370334104
2840
54057
SH
SOLE
54057
0
0
GILEAD SCIENCES INC
COM
375558103
7543
90976
SH
SOLE
90976
0
0
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
235
4400
SH
SOLE
4400
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
5133
30656
SH
SOLE
30656
0
0
GOOGLE INC
CL A
38259P508
3550
6071
SH
SOLE
6071
0
0
GOOGLE INC
CL C
38259P706
4255
7396
SH
SOLE
7396
0
0
HCP INC
COM
40414L109
8677
209685
SH
SOLE
209685
0
0
HOME DEPOT INC
COM
437076102
220
2714
SH
SOLE
2714
0
0
HONEYWELL INTL INC
COM
438516106
2071
22281
SH
SOLE
22281
0
0
INTEL CORP
COM
458140100
7940
256953
SH
SOLE
256953
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
2328
12842
SH
SOLE
12842
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
1153
2800
SH
SOLE
2800
0
0
ISHARES
RUSSELL 3000 ETF
464287689
1819
25338
SH
SOLE
25338
0
0
ISHARES SILVER TRUST
ISHARES
46428Q109
534
26389
SH
SOLE
26389
0
0
JOHNSON & JOHNSON
COM
478160104
11251
107539
SH
SOLE
107539
0
0
JOHNSON CTLS INC
COM
478366107
531
10640
SH
SOLE
10640
0
0
JPMORGAN CHASE & CO
COM
46625H100
2990
51887
SH
SOLE
51887
0
0
KINDER MORGAN ENERGY PARTNER
UT LTD PARTNER
494550106
8020
97561
SH
SOLE
97561
0
0
LINEAR TECHNOLOGY CORP
COM
535678106
3060
65006
SH
SOLE
65006
0
0
LINN ENERGY LLC
UNIT LTD LIAB
536020100
824
25460
SH
SOLE
25460
0
0
LOEWS CORP
COM
540424108
608
13825
SH
SOLE
13825
0
0
MCDONALDS CORP
COM
580135101
5369
53296
SH
SOLE
53296
0
0
MERCK & CO INC NEW
COM
58933Y105
240
4150
SH
SOLE
4150
0
0
MICROSOFT CORP
COM
594918104
6169
147936
SH
SOLE
147936
0
0
MIDDLEBY CORP
COM
596278101
223
2700
SH
SOLE
2700
0
0
MONDELEZ INTL INC
CL A
609207105
2258
60038
SH
SOLE
60038
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
257
3125
SH
SOLE
3125
0
0
NEXTERA ENERGY INC
COM
65339F101
7431
72515
SH
SOLE
72515
0
0
NIKE INC
CL B
654106103
1338
17257
SH
SOLE
17257
0
0
NOBLE ENERGY INC
COM
655044105
6718
86732
SH
SOLE
86732
0
0
NORFOLK SOUTHERN CORP
COM
655844108
547
5313
SH
SOLE
5313
0
0
NORTHROP GRUMMAN CORP
COM
666807102
463
3870
SH
SOLE
3870
0
0
OAKTREE CAP GROUP LLC
UNIT CL A
674001201
3142
62853
SH
SOLE
62853
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
1285
12523
SH
SOLE
12523
0
0
ONEOK PARTNERS LP
UNIT LTD PARTN
68268N103
7368
125726
SH
SOLE
125726
0
0
ORACLE CORP
COM
68389X105
3992
98485
SH
SOLE
98485
0
0
PENGROWTH ENERGY CORP
COM
70706P104
72
10000
SH
SOLE
10000
0
0
PEPSICO INC
COM
713448108
385
4312
SH
SOLE
4312
0
0
PHILLIPS 66
COM
718546104
1835
22818
SH
SOLE
22818
0
0
POWERSHARES ETF TRUST
WATER RESOURCE
73935X575
3357
126232
SH
SOLE
126232
0
0
PROCTER & GAMBLE CO
COM
742718109
7433
94574
SH
SOLE
94574
0
0
PUBLIC STORAGE
COM
74460D109
430
2511
SH
SOLE
2511
0
0
QUALCOMM INC
COM
747525103
13110
165525
SH
SOLE
165525
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2030
52925
SH
SOLE
52925
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
8913
53603
SH
SOLE
53603
0
0
SOUTHERN CO
COM
842587107
2738
60324
SH
SOLE
60324
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
1475
11519
SH
SOLE
11519
0
0
STARBUCKS CORP
COM
855244109
255
3301
SH
SOLE
3301
0
0
STERICYCLE INC
COM
858912108
207
1750
SH
SOLE
1750
0
0
SUBURBAN PROPANE PARTNERS L
UNIT LTD PARTN
864482104
299
6490
SH
SOLE
6490
0
0
TESLA MTRS INC
COM
88160R101
725
3020
SH
SOLE
3020
0
0
TEVA PHARMACEUTICAL INDS LTD
ADR
881624209
11500
219388
SH
SOLE
219388
0
0
TRANSCANADA CORP
COM
89353D107
387
8100
SH
SOLE
8100
0
0
TWENTY FIRST CENTY FOX INC
CL A
90130A101
409
11623
SH
SOLE
11623
0
0
UNION PAC CORP
COM
907818108
5112
51248
SH
SOLE
51248
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
9292
80489
SH
SOLE
80489
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
7773
158866
SH
SOLE
158866
0
0
VISA INC
COM CL A
92826C839
6905
32772
SH
SOLE
32772
0
0
VORNADO RLTY TR
SH BEN INT
929042109
3726
34908
SH
SOLE
34908
0
0
WASHINGTON PRIME GROUP INC
COM
939647103
390
20793
SH
SOLE
20793
0
0
WELLS FARGO & CO NEW
COM
949746101
1795
34158
SH
SOLE
34158
0
0
ZIONS BANCORPORATION
COM
989701107
345
11700
SH
SOLE
11700
0
0