0001172661-17-000950.txt : 20170427 0001172661-17-000950.hdr.sgml : 20170427 20170427142309 ACCESSION NUMBER: 0001172661-17-000950 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170427 DATE AS OF CHANGE: 20170427 EFFECTIVENESS DATE: 20170427 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: 17788124 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 03-31-2017 03-31-2017 false AGRAN LIBBIE

2120 Colorado Ave Suite 100 Santa Monica CA 90404

13F HOLDINGS REPORT 028-05303 N Margaret Shin 310-586-1828 /s/ Margaret Shin Santa Monica CA 04-27-2017 0 123 425250 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 3030 15839 SH SOLE 15839 0 0 ABBOTT LABS COM 002824100 2113 47569 SH SOLE 47569 0 0 ABBVIE INC COM 00287Y109 3170 48653 SH SOLE 48653 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1345 12470 SH SOLE 12470 0 0 ALLERGAN PLC SHS G0177J108 253 1060 SH SOLE 1060 0 0 ALPHABET INC CAP STK CL C 02079K107 7021 8464 SH SOLE 8464 0 0 ALPHABET INC CAP STK CL A 02079K305 8530 10061 SH SOLE 10061 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 1908 150126 SH SOLE 150126 0 0 ALTRIA GROUP INC COM 02209S103 314 4392 SH SOLE 4392 0 0 AMAZON COM INC COM 023135106 5821 6566 SH SOLE 6566 0 0 AMERICAN TOWER CORP NEW COM 03027X100 3219 26485 SH SOLE 26485 0 0 AMGEN INC COM 031162100 459 2795 SH SOLE 2795 0 0 APPLE INC COM 037833100 29279 203808 SH SOLE 203808 0 0 APPLIED MATLS INC COM 038222105 1677 43100 SH SOLE 43100 0 0 APTARGROUP INC COM 038336103 1501 19500 SH SOLE 19500 0 0 AQUA AMERICA INC COM 03836W103 1069 33250 SH SOLE 33250 0 0 ARROWHEAD PHARMACEUTICALS IN COM 04280a100 38 20600 SH SOLE 20600 0 0 AT&T INC COM 00206R102 5296 127466 SH SOLE 127466 0 0 BANK AMER CORP COM 060505104 2835 120190 SH SOLE 120190 0 0 BECTON DICKINSON & CO COM 075887109 4131 22520 SH SOLE 22520 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 15491 62 SH SOLE 62 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10940 65635 SH SOLE 65635 0 0 BLACKROCK INC COM 09247X101 7347 19156 SH SOLE 19156 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1582 53250 SH SOLE 53250 0 0 BOEING CO COM 097023105 4191 23694 SH SOLE 23694 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 1305 23989 SH SOLE 23989 0 0 BROADCOM LTD SHS Y09827109 1596 7291 SH SOLE 7291 0 0 CALIFORNIA WTR SVC GROUP COM 130788102 774 21580 SH SOLE 21580 0 0 CATALYST PHARMACEUTICALS INC COM 14888U101 86 44000 SH SOLE 44000 0 0 CATERPILLAR INC DEL COM 149123101 646 6963 SH SOLE 6963 0 0 CELGENE CORP COM 151020104 4678 37592 SH SOLE 37592 0 0 CHEVRON CORP NEW COM 166764100 10405 96904 SH SOLE 96904 0 0 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 500 9045 SH SOLE 9045 0 0 CISCO SYS INC COM 17275R102 1549 45821 SH SOLE 45821 0 0 CITIGROUP INC COM NEW 172967424 896 14972 SH SOLE 14972 0 0 COCA COLA CO COM 191216100 5314 125204 SH SOLE 125204 0 0 CONOCOPHILLIPS COM 20825C104 3514 70459 SH SOLE 70459 0 0 COSTCO WHSL CORP NEW COM 22160K105 6432 38355 SH SOLE 38355 0 0 CUMMINS INC COM 231021106 1053 6965 SH SOLE 6965 0 0 CVS HEALTH CORP COM 126650100 1353 17235 SH SOLE 17235 0 0 DEERE & CO COM 244199105 552 5070 SH SOLE 5070 0 0 DISNEY WALT CO COM DISNEY 254687106 3349 29535 SH SOLE 29535 0 0 DOMINION RES INC VA NEW COM 25746U109 10070 129819 SH SOLE 129819 0 0 DONALDSON INC COM 257651109 4091 89872 SH SOLE 89872 0 0 DOUGLAS EMMETT INC COM 25960P109 1284 33438 SH SOLE 33438 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 209 2552 SH SOLE 2552 0 0 ECOLAB INC COM 278865100 201 1600 SH SOLE 1600 0 0 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 2067 56588 SH SOLE 56588 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 8599 311453 SH SOLE 311453 0 0 EOG RES INC COM 26875P101 359 3685 SH SOLE 3685 0 0 EXXON MOBIL CORP COM 30231G102 7985 97364 SH SOLE 97364 0 0 FACEBOOK INC CL A 30303M102 10609 74687 SH SOLE 74687 0 0 FLOWSERVE CORP COM 34354P105 369 7625 SH SOLE 7625 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 886 76147 SH SOLE 76147 0 0 GENERAL DYNAMICS CORP COM 369550108 271 1450 SH SOLE 1450 0 0 GENERAL ELECTRIC CO COM 369604103 8025 269291 SH SOLE 269291 0 0 GENERAL MLS INC COM 370334104 2196 37218 SH SOLE 37218 0 0 GILEAD SCIENCES INC COM 375558103 6237 91825 SH SOLE 91825 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 6490 28252 SH SOLE 28252 0 0 HCP INC COM 40414L109 7675 245349 SH SOLE 245349 0 0 HOME DEPOT INC COM 437076102 498 3395 SH SOLE 3395 0 0 HONEYWELL INTL INC COM 438516106 3341 26758 SH SOLE 26758 0 0 IDEXX LABS INC COM 45168D104 247 1600 SH SOLE 1600 0 0 INTEL CORP COM 458140100 7766 215317 SH SOLE 215317 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1054 6055 SH SOLE 6055 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 2197 2867 SH SOLE 2867 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 409 23713 SH SOLE 23713 0 0 JOHNSON & JOHNSON COM 478160104 12392 99493 SH SOLE 99493 0 0 JOHNSON CTLS INTL PLC SHS G51502105 307 7297 SH SOLE 7297 0 0 JPMORGAN CHASE & CO COM 46625H100 6585 74964 SH SOLE 74964 0 0 KINDER MORGAN INC DEL COM 49456B101 5998 275909 SH SOLE 275909 0 0 LAS VEGAS SANDS CORP COM 517834107 1010 17690 SH SOLE 17690 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 554 7200 SH SOLE 7200 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 238 15600 SH SOLE 15600 0 0 MCDONALDS CORP COM 580135101 1396 10770 SH SOLE 10770 0 0 MEDTRONIC PLC SHS G5960L103 1161 14417 SH SOLE 14417 0 0 MERCK & CO INC COM 58933Y105 757 11918 SH SOLE 11918 0 0 MICROSOFT CORP COM 594918104 10143 154001 SH SOLE 154001 0 0 MIDDLEBY CORP COM 596278101 368 2700 SH SOLE 2700 0 0 MONDELEZ INTL INC CL A 609207105 2364 54879 SH SOLE 54879 0 0 NEXTERA ENERGY INC COM 65339F101 8342 64987 SH SOLE 64987 0 0 NIKE INC CL B 654106103 2240 40199 SH SOLE 40199 0 0 NOBLE ENERGY INC COM 655044105 2384 69422 SH SOLE 69422 0 0 NORFOLK SOUTHERN CORP COM 655844108 253 2260 SH SOLE 2260 0 0 NORTHROP GRUMMAN CORP COM 666807102 892 3750 SH SOLE 3750 0 0 NOVARTIS A G SPONSORED ADR 66987V109 223 2996 SH SOLE 2996 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1144 11055 SH SOLE 11055 0 0 OAKTREE CAP GROUP LLC UNIT CL A 674001201 2366 52239 SH SOLE 52239 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 1022 16137 SH SOLE 16137 0 0 ONEOK INC NEW COM 682680103 213 3850 SH SOLE 3850 0 0 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 8197 151833 SH SOLE 151833 0 0 ORACLE CORP COM 68389X105 2949 66116 SH SOLE 66116 0 0 PALO ALTO NETWORKS INC COM 697435105 787 6985 SH SOLE 6985 0 0 PEPSICO INC COM 713448108 450 4020 SH SOLE 4020 0 0 PFIZER INC COM 717081103 314 9178 SH SOLE 9178 0 0 PHILIP MORRIS INTL INC COM 718172109 369 3266 SH SOLE 3266 0 0 PHILLIPS 66 COM 718546104 1616 20398 SH SOLE 20398 0 0 POWERSHARES ETF TRUST WATER RESOURCE 73935X575 2125 81625 SH SOLE 81625 0 0 PROCTER AND GAMBLE CO COM 742718109 7398 82339 SH SOLE 82339 0 0 PUBLIC STORAGE COM 74460D109 947 4327 SH SOLE 4327 0 0 QUALCOMM INC COM 747525103 9394 163821 SH SOLE 163821 0 0 RITTER PHARMACEUTICALS INC COM 767836109 15 10500 SH SOLE 10500 0 0 ROPER TECHNOLOGIES INC COM 776696106 208 1005 SH SOLE 1005 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 459 6300 SH SOLE 6300 0 0 SALESFORCE COM INC COM 79466L302 303 3675 SH SOLE 3675 0 0 SCHLUMBERGER LTD COM 806857108 309 3957 SH SOLE 3957 0 0 SCHWAB CHARLES CORP NEW COM 808513105 756 18513 SH SOLE 18513 0 0 SIMON PPTY GROUP INC NEW COM 828806109 9158 53233 SH SOLE 53233 0 0 SOUTHERN CO COM 842587107 1601 32163 SH SOLE 32163 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1143 9627 SH SOLE 9627 0 0 STARBUCKS CORP COM 855244109 1312 22475 SH SOLE 22475 0 0 TESLA INC COM 88160R101 2502 8992 SH SOLE 8992 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 5216 162540 SH SOLE 162540 0 0 TRANSCANADA CORP COM 89353D107 348 7550 SH SOLE 7550 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 390 12041 SH SOLE 12041 0 0 UNION PAC CORP COM 907818108 6360 60043 SH SOLE 60043 0 0 UNITED TECHNOLOGIES CORP COM 913017109 8071 71923 SH SOLE 71923 0 0 VENTAS INC COM 92276F100 4956 76200 SH SOLE 76200 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 7988 163859 SH SOLE 163859 0 0 VISA INC COM CL A 92826C839 10542 118625 SH SOLE 118625 0 0 VORNADO RLTY TR SH BEN INT 929042109 2617 26092 SH SOLE 26092 0 0 WELLS FARGO & CO NEW COM 949746101 3910 70247 SH SOLE 70247 0 0 ZIONS BANCORPORATION COM 989701107 491 11700 SH SOLE 11700 0 0