0001705819-19-000036.txt : 20190723 0001705819-19-000036.hdr.sgml : 20190723 20190723115550 ACCESSION NUMBER: 0001705819-19-000036 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190723 DATE AS OF CHANGE: 20190723 EFFECTIVENESS DATE: 20190723 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: 19967189 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 06-30-2019 06-30-2019 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 07-23-2019 0 80 195600 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 214 1235 SH SOLE 0 0 1235 ABBOTT LABS COM 002824100 210 2498 SH SOLE 0 0 2498 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 316 1867 SH SOLE 0 0 1867 ALLEGION PUB LTD CO ORD SHS G0176J109 1098 9933 SH SOLE 0 0 9933 AMAZON COM INC COM 023135106 500 264 SH SOLE 0 0 264 AMERICAN AIRLS GROUP INC COM 02376R102 313 9592 SH SOLE 0 0 9592 AMERICAN TOWER CORP NEW COM 03027X100 341 1669 SH SOLE 0 0 1669 APPLE INC COM 037833100 1288 6506 SH SOLE 0 0 6506 AT&T INC COM 00206R102 5619 167676 SH SOLE 0 0 167676 AVERY DENNISON CORP COM 053611109 723 6249 SH SOLE 0 0 6249 AXSOME THERAPEUTICS INC COM 05464T104 226 8792 SH SOLE 0 0 8792 BANK AMER CORP COM 060505104 436 15027 SH SOLE 0 0 15027 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 259 1215 SH SOLE 0 0 1215 BOEING CO COM 097023105 1168 3210 SH SOLE 0 0 3210 BOYD GAMING CORP COM 103304101 202 7500 SH SOLE 0 0 7500 BRISTOL MYERS SQUIBB CO COM 110122108 218 4800 SH SOLE 0 0 4800 CATALENT INC COM 148806102 2412 44500 SH SOLE 0 0 44500 CHEVRON CORP NEW COM 166764100 506 4070 SH SOLE 0 0 4070 CINCINNATI FINL CORP COM 172062101 776 7481 SH SOLE 0 0 7481 CISCO SYS INC COM 17275R102 592 10818 SH SOLE 0 0 10818 CITIGROUP INC COM NEW 172967424 6791 96972 SH SOLE 0 0 96972 COMERICA INC COM 200340107 666 9168 SH SOLE 0 0 9168 CORTEVA INC COM 22052L104 748 25303 SH SOLE 0 0 25303 CYREN LTD SHS M26895108 41 23630 SH SOLE 0 0 23630 DELTA AIR LINES INC DEL COM NEW 247361702 7737 136342 SH SOLE 0 0 136342 DISNEY WALT CO COM DISNEY 254687106 524 3752 SH SOLE 0 0 3752 DOW INC COM 260557103 1250 25346 SH SOLE 0 0 25346 DUPONT DE NEMOURS INC COM 26614N102 1899 25303 SH SOLE 0 0 25303 EQUINIX INC COM 29444U700 275 546 SH SOLE 0 0 546 EXXON MOBIL CORP COM 30231G102 262 3422 SH SOLE 0 0 3422 FACEBOOK INC CL A 30303M102 451 2336 SH SOLE 0 0 2336 FIDELITY INT HG DIV ETF 316092725 296 14458 SH SOLE 0 0 14458 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 314 8000 SH SOLE 0 0 8000 GENERAL ELECTRIC CO COM 369604103 356 33922 SH SOLE 0 0 33922 HOME DEPOT INC COM 437076102 1501 7218 SH SOLE 0 0 7218 HOWARD BANCORP INC COM 442496105 1389 116346 SH SOLE 0 0 116346 IMMUNOMEDICS INC COM 452907108 180 13000 SH SOLE 0 0 13000 INGERSOLL-RAND PLC SHS G47791101 3078 24300 SH SOLE 0 0 24300 ISHARES INC MIN VOL EMRG MKT 464286533 18907 321217 SH SOLE 0 0 321217 ISHARES INC CORE MSCI EMKT 46434G103 4238 82396 SH SOLE 0 0 82396 ISHARES TR CORE MSCI TOTAL 46432F834 16745 285562 SH SOLE 0 0 285562 ISHARES TR CORE S&P TTL STK 464287150 23706 355787 SH SOLE 0 0 355787 ISHARES TR INTL SEL DIV ETF 464288448 7160 233087 SH SOLE 0 0 233087 ISHARES TR CORE S&P US VLU 464287663 5160 91087 SH SOLE 0 0 91087 ISHARES TR MSCI EMG MKT ETF 464287234 15415 359236 SH SOLE 0 0 359236 ISHARES TR CORE DIV GRWTH 46434V621 2873 75201 SH SOLE 0 0 75201 ISHARES TR CORE S&P500 ETF 464287200 2775 9413 SH SOLE 0 0 9413 ISHARES TR EAFE SML CP ETF 464288273 10938 190556 SH SOLE 0 0 190556 ISHARES TR RUS 1000 VAL ETF 464287598 2794 21963 SH SOLE 0 0 21963 ISHARES TR MIN VOL EAFE ETF 46429B689 1348 18558 SH SOLE 0 0 18558 ISHARES TR S&P 500 GRWT ETF 464287309 1117 6229 SH SOLE 0 0 6229 ISHARES TR U.S. PHARMA ETF 464288836 5990 39716 SH SOLE 0 0 39716 ISHARES TR CORE MSCI EAFE 46432F842 6674 108701 SH SOLE 0 0 108701 ISHARES TR MSCI ACWI ETF 464288257 347 4706 SH SOLE 0 0 4706 ISHARES TR SELECT DIVID ETF 464287168 268 2693 SH SOLE 0 0 2693 ISHARES TR RUS 1000 GRW ETF 464287614 426 2710 SH SOLE 0 0 2710 ISHARES TR CORE 1 5 YR USD 46432F859 281 5577 SH SOLE 0 0 5577 JOHNSON & JOHNSON COM 478160104 564 4047 SH SOLE 0 0 4047 JPMORGAN CHASE & CO COM 46625H100 321 2874 SH SOLE 0 0 2874 LILIS ENERGY INC COM NEW 532403201 53 87500 SH SOLE 0 0 87500 LOCKHEED MARTIN CORP COM 539830109 1122 3086 SH SOLE 0 0 3086 MARRIOTT INTL INC NEW CL A 571903202 1631 11627 SH SOLE 0 0 11627 MCDONALDS CORP COM 580135101 335 1611 SH SOLE 0 0 1611 MICROSOFT CORP COM 594918104 1287 9610 SH SOLE 0 0 9610 MIRAGEN THERAPEUTICS INC COM 60463E103 136 66508 SH SOLE 0 0 66508 NETFLIX INC COM 64110L106 387 1053 SH SOLE 0 0 1053 NUCOR CORP COM 670346105 306 5561 SH SOLE 0 0 5561 NVR INC COM 62944T105 337 100 SH SOLE 0 0 100 ON TRACK INNOVATION LTD SHS M8791A109 4 10000 SH SOLE 0 0 10000 ORACLE CORP COM 68389X105 521 9146 SH SOLE 0 0 9146 QUALCOMM INC COM 747525103 268 3523 SH SOLE 0 0 3523 RED HAT INC COM 756577102 390 2075 SH SOLE 0 0 2075 SEALED AIR CORP NEW COM 81211K100 530 12391 SH SOLE 0 0 12391 SINCLAIR BROADCAST GROUP INC CL A 829226109 12648 235835 SH SOLE 0 0 235835 SIRIUS XM HLDGS INC COM 82968B103 128 22911 SH SOLE 0 0 22911 SPDR S&P 500 ETF TR TR UNIT 78462F103 351 1197 SH SOLE 0 0 1197 TEXAS ROADHOUSE INC COM 882681109 204 3800 SH SOLE 0 0 3800 UNITED TECHNOLOGIES CORP COM 913017109 562 4314 SH SOLE 0 0 4314 UNITEDHEALTH GROUP INC COM 91324P102 887 3637 SH SOLE 0 0 3637 VISA INC COM CL A 92826C839 291 1676 SH SOLE 0 0 1676