0001705819-18-000002.txt : 20180209 0001705819-18-000002.hdr.sgml : 20180209 20180208212047 ACCESSION NUMBER: 0001705819-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180209 DATE AS OF CHANGE: 20180208 EFFECTIVENESS DATE: 20180209 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: 18587432 BUSINESS ADDRESS: STREET 1: 10211 WINCOPIN CIRCLE STREET 2: SUITE 300 CITY: COLUMBIA STATE: MD ZIP: 21044 BUSINESS PHONE: 4109970994 MAIL ADDRESS: STREET 1: 10211 WINCOPIN CIRCLE STREET 2: SUITE 300 CITY: COLUMBIA STATE: MD ZIP: 21044 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 12-31-2017 12-31-2017 false BIEGEL & WALLER LLC

10211 Wincopin Circle Suite 300 Columbia MD 21044

13F HOLDINGS REPORT 028-17939 N Mark D. Biegel 410-997-0994 Mark D. Biegel Columbia MD 02-08-2018 0 59 172169 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 301 1279 SH SOLE 0 0 1279 ABBVIE INC COM 00287Y109 235 2433 SH SOLE 0 0 2433 ALLEGION PUB LTD CO ORD SHS G0176J109 790 9933 SH SOLE 0 0 9933 ALLERGAN PLC SHS G0177J108 9316 56952 SH SOLE 0 0 56952 AMERICAN AIRLS GROUP INC COM 02376R102 442 8500 SH SOLE 0 0 8500 APPLE INC COM 037833100 868 5132 SH SOLE 0 0 5132 AT&T INC COM 00206R102 351 9036 SH SOLE 0 0 9036 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 207 1043 SH SOLE 0 0 1043 BOYD GAMING CORP COM 103304101 263 7500 SH SOLE 0 0 7500 BRISTOL MYERS SQUIBB CO COM 110122108 347 5667 SH SOLE 0 0 5667 CHEVRON CORP NEW COM 166764100 544 4348 SH SOLE 0 0 4348 CISCO SYS INC COM 17275R102 319 8341 SH SOLE 0 0 8341 CITIGROUP INC COM NEW 172967424 9524 127988 SH SOLE 0 0 127988 COMCAST CORP NEW CL A 20030N101 447 11172 SH SOLE 0 0 11172 CYREN LTD SHS M26895108 309 123630 SH SOLE 0 0 123630 DELTA AIR LINES INC DEL COM NEW 247361702 10329 184447 SH SOLE 0 0 184447 DOWDUPONT INC COM 26078J100 4761 66853 SH SOLE 0 0 66853 EQUINIX INC COM PAR $0.001 29444U700 247 546 SH SOLE 0 0 546 EXXON MOBIL CORP COM 30231G102 257 3077 SH SOLE 0 0 3077 FIDELITY MSCI HLTH CARE I 316092600 5936 148426 SH SOLE 0 0 148426 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 420 8000 SH SOLE 0 0 8000 GENERAL ELECTRIC CO COM 369604103 494 28315 SH SOLE 0 0 28315 HOME DEPOT INC COM 437076102 649 3427 SH SOLE 0 0 3427 HOWARD BANCORP INC COM 442496105 2258 102644 SH SOLE 0 0 102644 IMMUNOMEDICS INC COM 452907108 210 13000 SH SOLE 0 0 13000 INGERSOLL-RAND PLC SHS G47791101 2676 30000 SH SOLE 0 0 30000 ISHARES INC CORE MSCI EMKT 46434G103 8627 151609 SH SOLE 0 0 151609 ISHARES INC MIN VOL EMRG MKT 464286533 19859 326836 SH SOLE 0 0 326836 ISHARES TR INTL SEL DIV ETF 464288448 22353 661524 SH SOLE 0 0 661524 ISHARES TR CORE MSCI TOTAL 46432F834 16757 265640 SH SOLE 0 0 265640 ISHARES TR CORE S&P US VLU 464287663 3007 54271 SH SOLE 0 0 54271 ISHARES TR CORE DIV GRWTH 46434V621 2262 65029 SH SOLE 0 0 65029 ISHARES TR RUS 1000 VAL ETF 464287598 2602 20926 SH SOLE 0 0 20926 ISHARES TR CORE S&P TTL STK 464287150 19625 320989 SH SOLE 0 0 320989 ISHARES TR CORE MSCI EAFE 46432F842 347 5243 SH SOLE 0 0 5243 ISHARES TR CORE 1 5 YR USD 46432F859 376 7537 SH SOLE 0 0 7537 ISHARES TR CORE S&P500 ETF 464287200 280 1041 SH SOLE 0 0 1041 JPMORGAN CHASE & CO COM 46625H100 296 2767 SH SOLE 0 0 2767 LILIS ENERGY INC COM NEW 532403201 128 25000 SH SOLE 0 0 25000 MARRIOTT INTL INC NEW CL A 571903202 468 3451 SH SOLE 0 0 3451 MCDONALDS CORP COM 580135101 228 1324 SH SOLE 0 0 1324 MICROSOFT CORP COM 594918104 612 7157 SH SOLE 0 0 7157 MIRAGEN THERAPEUTICS INC COM 60463E103 694 66508 SH SOLE 0 0 66508 NETFLIX INC COM 64110L106 221 1153 SH SOLE 0 0 1153 NUCOR CORP COM 670346105 350 5500 SH SOLE 0 0 5500 NUVEEN FLTNG RTE INCM OPP FD COM SHS 6706EN100 121 10634 SH SOLE 0 0 10634 NVR INC COM 62944T105 7037 2006 SH SOLE 0 0 2006 ON TRACK INNOVATION LTD SHS M8791A109 14 10000 SH SOLE 0 0 10000 ORACLE CORP COM 68389X105 213 4496 SH SOLE 0 0 4496 PFIZER INC COM 717081103 342 9440 SH SOLE 0 0 9440 RED HAT INC COM 756577102 629 5240 SH SOLE 0 0 5240 SEALED AIR CORP NEW COM 81211K100 611 12391 SH SOLE 0 0 12391 SINCLAIR BROADCAST GROUP INC CL A 829226109 10118 267313 SH SOLE 0 0 267313 SIRIUS XM HLDGS INC COM 82968B103 116 21606 SH SOLE 0 0 21606 SPDR GOLD TRUST GOLD SHS 78463V107 329 2661 SH SOLE 0 0 2661 SPDR S&P 500 ETF TR TR UNIT 78462F103 241 904 SH SOLE 0 0 904 TCW STRATEGIC INCOME FUND IN COM 872340104 61 10449 SH SOLE 0 0 10449 UNITED TECHNOLOGIES CORP COM 913017109 459 3600 SH SOLE 0 0 3600 WELLS FARGO CO NEW COM 949746101 286 4708 SH SOLE 0 0 4708