0001705819-17-000002.txt : 20170512 0001705819-17-000002.hdr.sgml : 20170512 20170512135349 ACCESSION NUMBER: 0001705819-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170512 DATE AS OF CHANGE: 20170512 EFFECTIVENESS DATE: 20170512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BIEGEL & WALLER LLC CENTRAL INDEX KEY: 0001122470 IRS NUMBER: 522258059 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17939 FILM NUMBER: 17837784 BUSINESS ADDRESS: STREET 1: 8860 COLUMBIA 100 PARKWAY STREET 2: SUITE 201 CITY: COLUMBIA STATE: MD ZIP: 21045 BUSINESS PHONE: 4109970994 MAIL ADDRESS: STREET 1: 8860 COLUMBIA 100 PARKWAY STREET 2: SUITE 201 CITY: COLUMBIA STATE: MD ZIP: 21045 FORMER COMPANY: FORMER CONFORMED NAME: BIEGEL & WALLER LLC /ADV DATE OF NAME CHANGE: 20000823 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001122470 XXXXXXXX 03-31-2017 03-31-2017 false BIEGEL & WALLER LLC

8860 COLUMBIA 100 PARKWAY SUITE 201 COLUMBIA MD 21045

13F HOLDINGS REPORT 028-17939 N MARK D. BIEGEL 410-997-0994 MARK D. BIEGEL COLUMBIA MD 05-12-2017 0 50 144937 INFORMATION TABLE 2 infotable.xml EQUINIX INC COM PAR $0.001 29444U700 219 546 SH SOLE 0 0 546 ISHARES TR NASDQ BIOTEC ETF 464287556 225 767 SH SOLE 0 0 767 SPDR S&P 500 ETF TR TR UNIT 78462F103 234 994 SH SOLE 0 0 994 UNITEDHEALTH GROUP INC COM 91324P102 202 1234 SH SOLE 0 0 1234 3M CO COM 88579Y101 264 1379 SH SOLE 0 0 1379 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 324 1943 SH SOLE 0 0 1943 NVR INC COM 62944T105 4226 2006 SH SOLE 0 0 2006 SPDR GOLD TRUST GOLD SHS 78463V107 316 2661 SH SOLE 0 0 2661 LILLY ELI & CO COM 532457108 284 3376 SH SOLE 0 0 3376 UNITED TECHNOLOGIES CORP COM 913017109 404 3600 SH SOLE 0 0 3600 HOME DEPOT INC COM 437076102 646 4402 SH SOLE 0 0 4402 CHEVRON CORP NEW COM 166764100 488 4541 SH SOLE 0 0 4541 WELLS FARGO & CO NEW COM 949746101 266 4773 SH SOLE 0 0 4773 JPMORGAN CHASE & CO COM 46625H100 438 4986 SH SOLE 0 0 4986 ISHARES TR CORE MSCI EAFE 46432F842 304 5243 SH SOLE 0 0 5243 EXXON MOBIL CORP COM 30231G102 448 5461 SH SOLE 0 0 5461 NUCOR CORP COM 670346105 328 5500 SH SOLE 0 0 5500 ORACLE CORP COM 68389X105 250 5613 SH SOLE 0 0 5613 APPLE INC COM 037833100 843 5865 SH SOLE 0 0 5865 BRISTOL MYERS SQUIBB CO COM 110122108 322 5920 SH SOLE 0 0 5920 FIRST MERCHANTS CORP COM 320817109 235 5987 SH SOLE 0 0 5987 AT&T INC COM 00206R102 325 7821 SH SOLE 0 0 7821 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 337 8000 SH SOLE 0 0 8000 ISHARES TR CORE MSCITOTAL 46432F834 442 8069 SH SOLE 0 0 8069 BANK AMER CORP COM 060505104 213 9026 SH SOLE 0 0 9026 PFIZER INC COM 717081103 319 9314 SH SOLE 0 0 9314 AMERICAN AIRLS GROUP INC COM 02376R102 419 9900 SH SOLE 0 0 9900 ALLEGION PUB LTD CO ORD SHS G0176J109 752 9933 SH SOLE 0 0 9933 NUVEEN FLTNG RTE INCM OPP FD COM SHS 6706EN100 118 10007 SH SOLE 0 0 10007 TCW STRATEGIC INCOME FUND IN COM 872340104 55 10142 SH SOLE 0 0 10142 MICROSOFT CORP COM 594918104 688 10444 SH SOLE 0 0 10444 ON TRACK INNOVATION LTD SHS M8791A109 20 12000 SH SOLE 0 0 12000 SEALED AIR CORP NEW COM 81211K100 540 12391 SH SOLE 0 0 12391 IMMUNOMEDICS INC COM 452907108 84 13000 SH SOLE 0 0 13000 SIRIUS XM HLDGS INC COM 82968B103 111 21606 SH SOLE 0 0 21606 CISCO SYS INC COM 17275R102 745 22051 SH SOLE 0 0 22051 INGERSOLL-RAND PLC SHS G47791101 2440 30000 SH SOLE 0 0 30000 GENERAL ELECTRIC CO COM 369604103 1041 34940 SH SOLE 0 0 34940 ISHARES TR CORE DIV GRWTH 46434V621 1488 48860 SH SOLE 0 0 48860 ALLERGAN PLC SHS G0177J108 15528 64994 SH SOLE 0 0 64994 HOWARD BANCORP INC COM 442496105 1853 99112 SH SOLE 0 0 99112 CYREN LTD SHS M26895108 247 123630 SH SOLE 0 0 123630 PAYPAL HLDGS INC COM 70450Y103 6409 148976 SH SOLE 0 0 148976 CITIGROUP INC COM NEW 172967424 9222 154164 SH SOLE 0 0 154164 DELTA AIR LINES INC DEL COM NEW 247361702 9797 213155 SH SOLE 0 0 213155 SINCLAIR BROADCAST GROUP INC CL A 829226109 10826 267313 SH SOLE 0 0 267313 FIDELITY MSCI HLTH CARE I 316092600 12190 341374 SH SOLE 0 0 341374 ISHARES MIN VOL EMRG MKT 464286533 18545 346633 SH SOLE 0 0 346633 ISHARES TR CORE S&P TTL STK 464287150 18840 348702 SH SOLE 0 0 348702 ISHARES TR INTL SEL DIV ETF 464288448 20077 638167 SH SOLE 0 0 638167