0001705819-17-000004.txt : 20170808 0001705819-17-000004.hdr.sgml : 20170808 20170808145846 ACCESSION NUMBER: 0001705819-17-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170808 DATE AS OF CHANGE: 20170808 EFFECTIVENESS DATE: 20170808 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: 171014385 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 06-30-2017 06-30-2017 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 08-08-2017 0 57 163767 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 756 5246 SH SOLE 0 0 5246 BANK AMER CORP COM 060505104 255 10514 SH SOLE 0 0 10514 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 329 1943 SH SOLE 0 0 1943 BRISTOL MYERS SQUIBB CO COM 110122108 330 5920 SH SOLE 0 0 5920 CHEVRON CORP NEW COM 166764100 454 4348 SH SOLE 0 0 4348 CITIGROUP INC COM NEW 172967424 10146 151710 SH SOLE 0 0 151710 DELTA AIR LINES INC DEL COM NEW 247361702 11078 206146 SH SOLE 0 0 206146 FIDELITY MSCI HLTH CARE I 316092600 13139 343133 SH SOLE 0 0 343133 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 387 8000 SH SOLE 0 0 8000 GENERAL ELECTRIC CO COM 369604103 904 33477 SH SOLE 0 0 33477 HOME DEPOT INC COM 437076102 676 4408 SH SOLE 0 0 4408 HOWARD BANCORP INC COM 442496105 1940 100784 SH SOLE 0 0 100784 IMMUNOMEDICS INC COM 452907108 115 13000 SH SOLE 0 0 13000 ISHARES MIN VOL EMRG MKT 464286533 18821 339729 SH SOLE 0 0 339729 ISHARES TR CORE S&P TTL STK 464287150 19275 347805 SH SOLE 0 0 347805 ISHARES TR NASDQ BIOTEC ETF 464287556 238 767 SH SOLE 0 0 767 ISHARES TR INTL SEL DIV ETF 464288448 22483 687124 SH SOLE 0 0 687124 LILIS ENERGY INC COM NEW 532403201 123 25000 SH SOLE 0 0 25000 LILLY ELI & CO COM 532457108 278 3376 SH SOLE 0 0 3376 MCDONALDS CORP COM 580135101 203 1324 SH SOLE 0 0 1324 MICROSOFT CORP COM 594918104 703 10205 SH SOLE 0 0 10205 NUCOR CORP COM 670346105 318 5500 SH SOLE 0 0 5500 PFIZER INC COM 717081103 313 9323 SH SOLE 0 0 9323 RED HAT INC COM 756577102 479 5000 SH SOLE 0 0 5000 SINCLAIR BROADCAST GROUP INC CL A 829226109 8795 267313 SH SOLE 0 0 267313 TCW STRATEGIC INCOME FUND IN COM 872340104 58 10245 SH SOLE 0 0 10245 UNITED TECHNOLOGIES CORP COM 913017109 440 3600 SH SOLE 0 0 3600 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 839 20298 SH SOLE 0 0 20298 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 287 7040 SH SOLE 0 0 7040 VANGUARD INDEX FDS VALUE ETF 922908744 490 5076 SH SOLE 0 0 5076 VANGUARD INDEX FDS TOTAL STK MKT 922908769 592 4753 SH SOLE 0 0 4753 WELLS FARGO CO NEW COM 949746101 215 3873 SH SOLE 0 0 3873 AT&T INC COM 00206R102 339 8990 SH SOLE 0 0 8990 AMERICAN AIRLS GROUP INC COM 02376R102 438 8700 SH SOLE 0 0 8700 CISCO SYS INC COM 17275R102 656 20958 SH SOLE 0 0 20958 COMCAST CORP NEW CL A 20030N101 432 11106 SH SOLE 0 0 11106 EQUINIX INC COM PAR $0.001 29444U700 234 546 SH SOLE 0 0 546 EXXON MOBIL CORP COM 30231G102 251 3111 SH SOLE 0 0 3111 ISHARES TR CORE MSCI TOTAL 46432F834 11784 205441 SH SOLE 0 0 205441 ISHARES TR CORE MSCI EAFE 46432F842 319 5243 SH SOLE 0 0 5243 ISHARES TR CORE ST USDB ETF 46432F859 420 8355 SH SOLE 0 0 8355 ISHARES TR CORE DIV GRWTH 46434V621 1749 55835 SH SOLE 0 0 55835 JPMORGAN CHASE & CO COM 46625H100 456 4986 SH SOLE 0 0 4986 NVR INC COM 62944T105 4836 2006 SH SOLE 0 0 2006 NUVEEN FLTNG RTE INCM OPP FD COM SHS 6706EN100 119 10186 SH SOLE 0 0 10186 ORACLE CORP COM 68389X105 382 7613 SH SOLE 0 0 7613 PAYPAL HLDGS INC COM 70450Y103 5892 109785 SH SOLE 0 0 109785 SPDR S&P 500 ETF TR TR UNIT 78462F103 231 954 SH SOLE 0 0 954 SPDR GOLD TRUST GOLD SHS 78463V107 314 2661 SH SOLE 0 0 2661 SEALED AIR CORP NEW COM 81211K100 555 12391 SH SOLE 0 0 12391 SIRIUS XM HLDGS INC COM 82968B103 118 21606 SH SOLE 0 0 21606 3M CO COM 88579Y101 287 1379 SH SOLE 0 0 1379 ALLEGION PUB LTD CO ORD SHS G0176J109 806 9933 SH SOLE 0 0 9933 ALLERGAN PLC SHS G0177J108 14679 60383 SH SOLE 0 0 60383 INGERSOLL-RAND PLC SHS G47791101 2742 30000 SH SOLE 0 0 30000 CYREN LTD SHS M26895108 253 123630 SH SOLE 0 0 123630 ON TRACK INNOVATION LTD SHS M8791A109 16 12000 SH SOLE 0 0 12000