0001019687-14-002977.txt : 20140806 0001019687-14-002977.hdr.sgml : 20140806 20140806102648 ACCESSION NUMBER: 0001019687-14-002977 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140806 DATE AS OF CHANGE: 20140806 EFFECTIVENESS DATE: 20140806 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gary Goldberg Planning Services Inc CENTRAL INDEX KEY: 0001569517 IRS NUMBER: 132874090 STATE OF INCORPORATION: DE FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15251 FILM NUMBER: 141018502 BUSINESS ADDRESS: STREET 1: 75 MONTEBELLO ROAD CITY: SUFFERN STATE: NY ZIP: 10901 BUSINESS PHONE: 845-368-2900 MAIL ADDRESS: STREET 1: 75 MONTEBELLO ROAD CITY: SUFFERN STATE: NY ZIP: 10901 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001569517 XXXXXXXX 06-30-2014 06-30-2014 false Gary Goldberg Planning Services Inc

75 Montebello Road Suffern NY 10901

13F HOLDINGS REPORT 028-15251 N Thomas A. Cattani 845-875-6502 /s/ Thomas A. 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SPON ADR 803054204 0 0 SH Call SOLE 0 0 0 SAP AG SPON ADR 803054204 14 188 SH SOLE 0 0 188 SCANA CORP NEW COM 80589M102 5 84 SH SOLE 0 0 84 SCHLUMBERGER LTD COM 806857108 557 4726 SH SOLE 0 0 4726 SEADRILL LIMITED SHS G7945E105 106 2660 SH SOLE 0 0 2660 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 21 340 SH SOLE 0 0 340 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 21 385 SH SOLE 0 0 385 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 33 500 SH SOLE 0 0 500 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 21 555 SH SOLE 0 0 555 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 193 4353 SH SOLE 0 0 4353 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 507 11370 SH SOLE 0 0 11370 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1095 22050 SH SOLE 0 0 22050 SKECHERS U S A INC CL A 830566105 27 600 SH SOLE 0 0 600 SMUCKER J M CO COM NEW 832696405 349 3279 SH SOLE 0 0 3279 SOLAR SR CAP LTD COM 83416M105 8 500 SH SOLE 0 0 500 SOUTH JERSEY INDS INC COM 838518108 50 820 SH SOLE 0 0 820 SOUTHERN CO COM 842587107 6988 153993 SH SOLE 0 0 153993 SPDR GOLD TRUST GOLD SHS 78463V107 32 250 SH SOLE 0 0 250 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 4 100 SH SOLE 0 0 100 SPDR S&P 500 ETF TR TR UNIT 78462F103 173 884 SH SOLE 0 0 884 SPDR SERIES TRUST S&P REGL BKG 78464A698 13 330 SH SOLE 0 0 330 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2400 31330 SH SOLE 0 0 31330 SPECTRA ENERGY CORP COM 847560109 22 520 SH SOLE 0 0 520 ST JUDE MED INC COM 790849103 150 2173 SH SOLE 0 0 2173 STANLEY BLACK & DECKER INC COM 854502101 11 127 SH SOLE 0 0 127 STARBUCKS CORP COM 855244109 235 3036 SH SOLE 0 0 3036 STRYKER CORP COM 863667101 129 1525 SH SOLE 0 0 1525 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 253 5491 SH SOLE 0 0 5491 SUPERIOR INDS INTL INC COM 868168105 56 2705 SH SOLE 0 0 2705 SYSCO CORP COM 871829107 741 19797 SH SOLE 0 0 19797 TARGET CORP COM 87612E106 499 8604 SH SOLE 0 0 8604 TECO ENERGY INC COM 872375100 3130 169369 SH SOLE 0 0 169369 TENNANT CO COM 880345103 66 860 SH SOLE 0 0 860 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3 62 SH SOLE 0 0 62 TEXAS ROADHOUSE INC COM 882681109 49 1875 SH SOLE 0 0 1875 THORATEC CORP COM NEW 885175307 37 1070 SH SOLE 0 0 1070 TICC CAPITAL CORP COM 87244T109 10 1000 SH SOLE 0 0 1000 TIDEWATER INC COM 886423102 64 1138 SH SOLE 0 0 1138 TJX COS INC NEW COM 872540109 1289 24253 SH SOLE 0 0 24253 TOOTSIE ROLL INDS INC COM 890516107 306 10396 SH SOLE 0 0 10396 TORTOISE MLP FD INC COM 89148B101 101 3391 SH SOLE 0 0 3391 TOTAL S A SPONSORED ADR 89151E109 11395 157819 SH SOLE 0 0 157819 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 0 0 SH Call SOLE 0 0 0 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 23 189 SH SOLE 0 0 189 TRANSCANADA CORP COM 89353D107 206 4315 SH SOLE 0 0 4315 TRANSOCEAN LTD REG SHS H8817H100 8 180 SH SOLE 0 0 180 TRAVELERS COMPANIES INC COM 89417E109 29 304 SH SOLE 0 0 304 TREEHOUSE FOODS INC COM 89469A104 49 615 SH SOLE 0 0 615 UBS AG SHS NEW H89231338 18 957 SH SOLE 0 0 957 UBS AG LONDON BRH GROWTH RUSS LK22 90267L508 2 39 SH SOLE 0 0 39 UNDER ARMOUR INC CL A 904311107 49 830 SH SOLE 0 0 830 UNILEVER PLC SPON ADR NEW 904767704 500 11039 SH SOLE 0 0 11039 UNION PAC CORP COM 907818108 14 140 SH SOLE 0 0 140 UNITED PARCEL SERVICE INC CL B 911312106 53 520 SH SOLE 0 0 520 UNITED STATIONERS INC COM 913004107 60 1458 SH SOLE 0 0 1458 UNITED TECHNOLOGIES CORP COM 913017109 253 2194 SH SOLE 0 0 2194 UNITEDHEALTH GROUP INC COM 91324P102 33 400 SH SOLE 0 0 400 UNIVERSAL CORP VA COM 913456109 121 2190 SH SOLE 0 0 2190 UNUM GROUP COM 91529Y106 76 2200 SH SOLE 0 0 2200 URSTADT BIDDLE PPTYS INC COM 917286106 14 800 SH SOLE 0 0 800 US BANCORP DEL COM NEW 902973304 25 575 SH SOLE 0 0 575 VALLEY NATL BANCORP COM 919794107 5 500 SH SOLE 0 0 500 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 84 1050 SH SOLE 0 0 1050 VANGUARD INDEX FDS REIT ETF 922908553 74 995 SH SOLE 0 0 995 VANGUARD WORLD FDS INF TECH ETF 92204A702 13 130 SH SOLE 0 0 130 VECTREN CORP COM 92240G101 129 3035 SH SOLE 0 0 3035 VERIZON COMMUNICATIONS INC COM 92343V104 11049 225816 SH SOLE 0 0 225816 VIRTUS INVT PARTNERS INC COM 92828Q109 1 5 SH SOLE 0 0 5 VISA INC COM CL A 92826C839 571 2711 SH SOLE 0 0 2711 VMWARE INC CL A COM 928563402 10 100 SH SOLE 0 0 100 VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 3890 116505 SH SOLE 0 0 116505 VOYA FINL INC COM 929089100 3 90 SH SOLE 0 0 90 VOYA PRIME RATE TR SH BEN INT 92913A100 6 1000 SH SOLE 0 0 1000 W P CAREY INC COM 92936U109 112 1744 SH SOLE 0 0 1744 WALGREEN CO COM 931422109 310 4177 SH SOLE 0 0 4177 WAL-MART STORES INC COM 931142103 2382 31726 SH SOLE 0 0 31726 WARREN RES INC COM 93564A100 31 5000 SH SOLE 0 0 5000 WASHINGTON FED INC COM 938824109 67 3007 SH SOLE 0 0 3007 WASTE MGMT INC DEL COM 94106L109 136 3032 SH SOLE 0 0 3032 WD-40 CO COM 929236107 293 3891 SH SOLE 0 0 3891 WEIS MKTS INC COM 948849104 203 4429 SH SOLE 0 0 4429 WELLS FARGO & CO NEW PERP PFD CNV A 949746804 12 10 SH SOLE 0 0 10 WELLS FARGO & CO NEW COM 949746101 34 638 SH SOLE 0 0 638 WENDYS CO COM 95058W100 7 850 SH SOLE 0 0 850 WGL HLDGS INC COM 92924F106 13 298 SH SOLE 0 0 298 WILLIAMS COS INC DEL COM 969457100 6 100 SH SOLE 0 0 100 WILLIAMS PARTNERS L P COM UNIT L P 96950F104 54 1000 SH SOLE 0 0 1000 WISDOMTREE TR EQTY INC FD 97717W208 39 660 SH SOLE 0 0 660 YUM BRANDS INC COM 988498101 113 1393 SH SOLE 0 0 1393