The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AIR PRODS & CHEMS INC | COM | 009158106 | 20,165 | 73,807 | SH | SOLE | 73,807 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 388 | 221 | SH | SOLE | 221 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,352 | 415 | SH | SOLE | 365 | 0 | 50 | ||
| APPLE INC | COM | 037833100 | 4,519 | 34,058 | SH | SOLE | 31,000 | 0 | 3,058 | ||
| AT&T INC | COM | 00206R102 | 390 | 13,555 | SH | SOLE | 13,555 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 6,627 | 28,579 | SH | SOLE | 26,124 | 0 | 2,455 | ||
| CMC MATERIALS INC | COM | 12571T100 | 741 | 4,895 | SH | SOLE | 4,895 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 846 | 4,671 | SH | SOLE | 4,081 | 0 | 590 | ||
| EATON VANCE TAX-MANAGED GLOB | COM | 27829C105 | 659 | 68,073 | SH | SOLE | 58,873 | 0 | 9,200 | ||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 781 | 126,332 | SH | SOLE | 114,352 | 0 | 11,980 | ||
| ESSENTIAL UTILS INC | COM | 29670G102 | 631 | 13,338 | SH | SOLE | 13,338 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 307 | 1,123 | SH | SOLE | 1,123 | 0 | 0 | ||
| GLOBAL X FDS | US PFD ETF | 37954Y657 | 14,193 | 550,136 | SH | SOLE | 515,631 | 0 | 34,505 | ||
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | 257 | 11,490 | SH | SOLE | 11,490 | 0 | 0 | ||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 777 | 6,095 | SH | SOLE | 5,455 | 0 | 640 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 332 | 2,111 | SH | SOLE | 2,111 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 452 | 3,559 | SH | SOLE | 3,559 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 276 | 1,285 | SH | SOLE | 1,285 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 374 | 1,679 | SH | SOLE | 1,679 | 0 | 0 | ||
| ORASURE TECHNOLOGIES INC | COM | 68554V108 | 372 | 35,172 | SH | SOLE | 35,172 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 257 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 362 | 2,820 | SH | SOLE | 2,820 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 284 | 4,170 | SH | SOLE | 4,170 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 8,860 | 23,698 | SH | SOLE | 22,251 | 0 | 1,447 | ||
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 8,359 | 19,907 | SH | SOLE | 18,869 | 0 | 1,037 | ||
| SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 488 | 6,385 | SH | SOLE | 6,385 | 0 | 0 | ||
| STONEMOR INC | COM | 86184W106 | 52 | 19,595 | SH | SOLE | 19,595 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 410 | 6,984 | SH | SOLE | 6,984 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 506 | 2,314 | SH | SOLE | 1,384 | 0 | 930 | ||