0001221073-20-000121.txt : 20200731 0001221073-20-000121.hdr.sgml : 20200731 20200731100817 ACCESSION NUMBER: 0001221073-20-000121 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200731 DATE AS OF CHANGE: 20200731 EFFECTIVENESS DATE: 20200731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Landsberg, Bennett, & Dubbaneh LLC CENTRAL INDEX KEY: 0001762342 IRS NUMBER: 455367300 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18968 FILM NUMBER: 201064127 BUSINESS ADDRESS: STREET 1: 252 WEST MARION AVENUE, SUITE 200 CITY: PUNTA GORDA STATE: FL ZIP: 33950 BUSINESS PHONE: (941) 391-8000 MAIL ADDRESS: STREET 1: 252 WEST MARION AVENUE, SUITE 200 CITY: PUNTA GORDA STATE: FL ZIP: 33950 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001762342 XXXXXXXX 06-30-2020 06-30-2020 false Landsberg, Bennett, & Dubbaneh LLC
252 WEST MARION AVENUE, SUITE 200 PUNTA GORDA FL 33950
13F HOLDINGS REPORT 028-18968 N
Debra Cooper Chief Compliance Officer 941-391-8000 /s/Debra Cooper PUNTA GORDA FL 07-29-2020 0 185 482061
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE VIACOMCBS INC CL B 92556H206 394 17074 SH SOLE 0 0 17074 LAUDER ESTEE COS INC CL A 518439104 2560 13790 SH SOLE 0 0 13790 VISA INC COM CL A 92826C839 9119 47648 SH SOLE 0 0 47648 CADENCE DESIGN SYSTEM INC COM 127387108 3482 37026 SH SOLE 0 0 37026 DOLLAR GEN CORP NEW COM 256677105 2597 13664 SH SOLE 0 0 13664 ISHARES TR CORE US AGGBD ET 464287226 26271 222430 SH SOLE 0 0 222430 BOEING CO COM 097023105 522 2685 SH SOLE 0 0 2685 L3HARRIS TECHNOLOGIES INC COM 502431109 810 4632 SH SOLE 0 0 4632 SPDR S&P 500 ETF TR TR UNIT 78462F103 1021 3354 SH SOLE 0 0 3354 JPMORGAN CHASE & CO COM 46625H100 5205 55971 SH SOLE 0 0 55971 DUKE ENERGY CORP NEW COM NEW 26441C204 821 10228 SH SOLE 0 0 10228 IHS MARKIT LTD SHS G47567105 1088 14938 SH SOLE 0 0 14938 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 262 1218 SH SOLE 0 0 1218 EQUINIX INC COM 29444U700 4400 6387 SH SOLE 0 0 6387 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2749 44184 SH SOLE 0 0 44184 TERADYNE INC COM 880770102 3683 44460 SH SOLE 0 0 44460 SPDR SER TR S&P BIOTECH 78464A870 5692 51557 SH SOLE 0 0 51557 ISHARES TR CORE S&P500 ETF 464287200 664 2173 SH SOLE 0 0 2173 GOLDMAN SACHS GROUP INC COM 38141G104 2001 10344 SH SOLE 0 0 10344 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 10931 211430 SH SOLE 0 0 211430 ISHARES TR BARCLAYS 7 10 YR 464287440 14480 118604 SH SOLE 0 0 118604 ISHARES TR RUSSELL 2000 ETF 464287655 696 4931 SH SOLE 0 0 4931 NEWMONT CORP COM 651639106 337 5667 SH SOLE 0 0 5667 AMAZON COM INC COM 023135106 5709 2130 SH SOLE 0 0 2130 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 745 5910 SH SOLE 0 0 5910 ALTRIA GROUP INC COM 02209S103 1068 27215 SH SOLE 0 0 27215 BROADCOM INC COM 11135F101 6403 20669 SH SOLE 0 0 20669 VERIZON COMMUNICATIONS INC COM 92343V104 387 7081 SH SOLE 0 0 7081 CISCO SYS INC COM 17275R102 7503 162579 SH SOLE 0 0 162579 INVESCO QQQ TR UNIT SER 1 46090E103 503 2072 SH SOLE 0 0 2072 VEEVA SYS INC CL A COM 922475108 1691 7344 SH SOLE 0 0 7344 PELOTON INTERACTIVE INC CL A COM 70614W100 1037 18127 SH SOLE 0 0 18127 VIACOMCBS INC CL B 92556H206 2 1000 SH Call SOLE 0 0 1000 SPDR GOLD TR GOLD SHS 78463V107 48893 293422 SH SOLE 0 0 293422 SANOFI SPONSORED ADR 80105N105 859 16810 SH SOLE 0 0 16810 ILLUMINA INC COM 452327109 1331 3674 SH SOLE 0 0 3674 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 276 6640 SH SOLE 0 0 6640 MCDONALDS CORP COM 580135101 4497 24598 SH SOLE 0 0 24598 MASTERCARD INCORPORATED CL A 57636Q104 2307 7877 SH SOLE 0 0 7877 DIAGEO P L C SPON ADR NEW 25243Q205 1377 10270 SH SOLE 0 0 10270 MONDELEZ INTL INC CL A 609207105 3727 73687 SH SOLE 0 0 73687 QUEST DIAGNOSTICS INC COM 74834L100 489 4428 SH SOLE 0 0 4428 CIGNA CORP NEW COM 125523100 262 1399 SH SOLE 0 0 1399 PFIZER INC COM 717081103 735 22518 SH SOLE 0 0 22518 S&P GLOBAL INC COM 78409V104 1059 3295 SH SOLE 0 0 3295 FACEBOOK INC CL A 30303M102 2942 13336 SH SOLE 0 0 13336 NVIDIA CORPORATION COM 67066G104 2384 6479 SH SOLE 0 0 6479 COCA COLA CO COM 191216100 745 16792 SH SOLE 0 0 16792 DEXCOM INC COM 252131107 1846 4637 SH SOLE 0 0 4637 HUNTINGTON INGALLS INDS INC COM 446413106 629 3546 SH SOLE 0 0 3546 ISHARES TR 1 3 YR TREAS BD 464287457 29485 340392 SH SOLE 0 0 340392 INTEL CORP COM 458140100 474 8137 SH SOLE 0 0 8137 WALMART INC COM 931142103 1789 15026 SH SOLE 0 0 15026 STARBUCKS CORP COM 855244109 1338 18205 SH SOLE 0 0 18205 ADVANCE AUTO PARTS INC COM 00751Y106 486 3402 SH SOLE 0 0 3402 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 618 7004 SH SOLE 0 0 7004 FIVE BELOW INC COM 33829M101 2398 22385 SH SOLE 0 0 22385 RESMED INC COM 761152107 4404 23384 SH SOLE 0 0 23384 PHILIP MORRIS INTL INC COM 718172109 433 6141 SH SOLE 0 0 6141 STRYKER CORPORATION COM 863667101 4214 23738 SH SOLE 0 0 23738 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 862 16137 SH SOLE 0 0 16137 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2675 35302 SH SOLE 0 0 35302 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3749 36526 SH SOLE 0 0 36526 DISNEY WALT CO COM DISNEY 254687106 701 6284 SH SOLE 0 0 6284 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3308 24008 SH SOLE 0 0 24008 BECTON DICKINSON & CO COM 075887109 254 1090 SH SOLE 0 0 1090 AT&T INC COM 00206R102 1195 39968 SH SOLE 0 0 39968 EDWARDS LIFESCIENCES CORP COM 28176E108 713 10506 SH SOLE 0 0 10506 MICROSOFT CORP COM 594918104 11357 57234 SH SOLE 0 0 57234 CYRUSONE INC COM 23283R100 3032 40711 SH SOLE 0 0 40711 FERRARI N V COM N3167Y103 901 5268 SH SOLE 0 0 5268 BLACKROCK INC COM 09247X101 4872 9143 SH SOLE 0 0 9143 ISHARES TR CORE S&P TTL STK 464287150 319 4663 SH SOLE 0 0 4663 TELADOC HEALTH INC COM 87918A105 3712 19815 SH SOLE 0 0 19815 ROCKWELL AUTOMATION INC COM 773903109 419 2009 SH SOLE 0 0 2009 INTUITIVE SURGICAL INC COM NEW 46120E602 1067 1927 SH SOLE 0 0 1927 CORESITE RLTY CORP COM 21870Q105 2824 23762 SH SOLE 0 0 23762 WALGREENS BOOTS ALLIANCE INC COM 931427108 223 5266 SH SOLE 0 0 5266 PARKER HANNIFIN CORP COM 701094104 292 1625 SH SOLE 0 0 1625 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1020 17526 SH SOLE 0 0 17526 MERCK & CO. INC COM 58933Y105 4682 61506 SH SOLE 0 0 61506 PRUDENTIAL FINL INC COM 744320102 456 7709 SH SOLE 0 0 7709 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 417 7393 SH SOLE 0 0 7393 APPLE INC COM 037833100 8061 22282 SH SOLE 0 0 22282 XYLEM INC COM 98419M100 814 12675 SH SOLE 0 0 12675 INTERNATIONAL BUSINESS MACHS COM 459200101 855 7139 SH SOLE 0 0 7139 BK OF AMERICA CORP COM 060505104 634 27120 SH SOLE 0 0 27120 NEXTERA ENERGY INC COM 65339F101 5093 21377 SH SOLE 0 0 21377 INTUIT COM 461202103 639 2219 SH SOLE 0 0 2219 SPDR SER TR PORTFOLIO SH TSR 78468R101 5246 170815 SH SOLE 0 0 170815 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4139 45788 SH SOLE 0 0 45788 FORD MTR CO DEL COM 345370860 107 17775 SH SOLE 0 0 17775 AMERICAN TOWER CORP NEW COM 03027X100 5417 21342 SH SOLE 0 0 21342 VANGUARD INDEX FDS GROWTH ETF 922908736 4259 21468 SH SOLE 0 0 21468 BURLINGTON STORES INC COM 122017106 2286 11545 SH SOLE 0 0 11545 KRAFT HEINZ CO COM 500754106 270 8542 SH SOLE 0 0 8542 ALPHABET INC CAP STK CL C 02079K107 3959 2838 SH SOLE 0 0 2838 GENERAC HLDGS INC COM 368736104 2946 24783 SH SOLE 0 0 24783 SOUTHERN CO COM 842587107 216 4180 SH SOLE 0 0 4180 GENERAL ELECTRIC CO COM 369604103 433 63707 SH SOLE 0 0 63707 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 296 7620 SH SOLE 0 0 7620 LOWES COS INC COM 548661107 861 6447 SH SOLE 0 0 6447 BALL CORP COM 058498106 529 7730 SH SOLE 0 0 7730 AMEDISYS INC COM 023436108 748 3786 SH SOLE 0 0 3786 COSTCO WHSL CORP NEW COM 22160K105 2513 8331 SH SOLE 0 0 8331 ISHARES TR MSCI EAFE ETF 464287465 1852 30373 SH SOLE 0 0 30373 SERVICENOW INC COM 81762P102 1385 3510 SH SOLE 0 0 3510 ADOBE INC COM 00724F101 1905 4490 SH SOLE 0 0 4490 3M CO COM 88579Y101 224 1437 SH SOLE 0 0 1437 TWILIO INC CL A 90138F102 919 4354 SH SOLE 0 0 4354 ECOLAB INC COM 278865100 3933 20103 SH SOLE 0 0 20103 ATLASSIAN CORP PLC CL A G06242104 987 5635 SH SOLE 0 0 5635 SONY CORP SPONSORED ADR 835699307 1951 28394 SH SOLE 0 0 28394 EXXON MOBIL CORP COM 30231G102 283 6395 SH SOLE 0 0 6395 MACYS INC COM 55616P104 9 10000 SH Call SOLE 0 0 10000 EVERBRIDGE INC COM 29978A104 4649 34386 SH SOLE 0 0 34386 PLANET FITNESS INC CL A 72703H101 1489 25013 SH SOLE 0 0 25013 LOCKHEED MARTIN CORP COM 539830109 4420 12027 SH SOLE 0 0 12027 UNITED PARCEL SERVICE INC CL B 911312106 537 4909 SH SOLE 0 0 4909 UNITEDHEALTH GROUP INC COM 91324P102 4478 15456 SH SOLE 0 0 15456 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 918 9330 SH SOLE 0 0 9330 PEPSICO INC COM 713448108 1704 13003 SH SOLE 0 0 13003 ABBVIE INC COM 00287Y109 658 6822 SH SOLE 0 0 6822 ALTERYX INC COM CL A 02156B103 685 4270 SH SOLE 0 0 4270 AUTOMATIC DATA PROCESSING IN COM 053015103 312 2132 SH SOLE 0 0 2132 COMCAST CORP NEW CL A 20030N101 4481 115065 SH SOLE 0 0 115065 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6527 30683 SH SOLE 0 0 30683 RALPH LAUREN CORP CL A 751212101 394 5435 SH SOLE 0 0 5435 HONEYWELL INTL INC COM 438516106 2120 14798 SH SOLE 0 0 14798 ASML HOLDING N V N Y REGISTRY SHS N07059210 335 917 SH SOLE 0 0 917 RELX PLC SPONSORED ADR 759530108 1507 63798 SH SOLE 0 0 63798 PROCTER AND GAMBLE CO COM 742718109 822 6985 SH SOLE 0 0 6985 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 814 4593 SH SOLE 0 0 4593 CHEVRON CORP NEW COM 166764100 420 4787 SH SOLE 0 0 4787 PROOFPOINT INC COM 743424103 753 6962 SH SOLE 0 0 6962 THERMO FISHER SCIENTIFIC INC COM 883556102 1498 4271 SH SOLE 0 0 4271 ADVANCED DRAIN SYS INC DEL COM 00790R104 822 17218 SH SOLE 0 0 17218 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5516 109890 SH SOLE 0 0 109890 UNILEVER N V N Y SHS NEW 904784709 3983 74167 SH SOLE 0 0 74167 UNION PAC CORP COM 907818108 2341 14143 SH SOLE 0 0 14143 ANTHEM INC COM 036752103 496 1914 SH SOLE 0 0 1914 SALESFORCE COM INC COM 79466L302 2365 12900 SH SOLE 0 0 12900 CURTISS WRIGHT CORP COM 231561101 751 8353 SH SOLE 0 0 8353 CROWN HLDGS INC COM 228368106 2379 36626 SH SOLE 0 0 36626 CROWN CASTLE INTL CORP NEW COM 22822V101 1442 8883 SH SOLE 0 0 8883 BOSTON SCIENTIFIC CORP COM 101137107 252 7259 SH SOLE 0 0 7259 SHERWIN WILLIAMS CO COM 824348106 720 1272 SH SOLE 0 0 1272 PEGASYSTEMS INC COM 705573103 3063 31398 SH SOLE 0 0 31398 SELECTIVE INS GROUP INC COM 816300107 747 14246 SH SOLE 0 0 14246 ALEXION PHARMACEUTICALS INC COM 015351109 454 4080 SH SOLE 0 0 4080 ASTRAZENECA PLC SPONSORED ADR 046353108 1237 23377 SH SOLE 0 0 23377 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 205 4078 SH SOLE 0 0 4078 BJS WHSL CLUB HLDGS INC COM 05550J101 727 19199 SH SOLE 0 0 19199 DOLLAR TREE INC COM 256746108 236 2524 SH SOLE 0 0 2524 PALO ALTO NETWORKS INC COM 697435105 578 2547 SH SOLE 0 0 2547 HOME DEPOT INC COM 437076102 7058 28678 SH SOLE 0 0 28678 ABBOTT LABS COM 002824100 2873 32279 SH SOLE 0 0 32279 AIR PRODS & CHEMS INC COM 009158106 511 2142 SH SOLE 0 0 2142 SPDR SER TR SPDR BLOOMBERG 78468R663 663 7245 SH SOLE 0 0 7245 WELBILT INC COM 949090104 275 45428 SH SOLE 0 0 45428 NIKE INC CL B 654106103 3316 34586 SH SOLE 0 0 34586 JOHNSON & JOHNSON COM 478160104 560 4029 SH SOLE 0 0 4029 MIDDLESEX WATER CO COM 596680108 2878 43652 SH SOLE 0 0 43652 ISHARES TR 20 YR TR BD ETF 464287432 11644 70687 SH SOLE 0 0 70687 ISHARES TR CORE S&P SCP ETF 464287804 258 3827 SH SOLE 0 0 3827 PAYPAL HLDGS INC COM 70450Y103 2867 17029 SH SOLE 0 0 17029 FORTIS INC COM 349553107 1545 41224 SH SOLE 0 0 41224 HILL ROM HLDGS INC COM 431475102 2607 24096 SH SOLE 0 0 24096 ISHARES TR CORE S&P MCP ETF 464287507 1032 5877 SH SOLE 0 0 5877 NETFLIX INC COM 64110L106 1784 3990 SH SOLE 0 0 3990 FIDELITY NATL INFORMATION SV COM 31620M106 201 1535 SH SOLE 0 0 1535 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 401 8140 SH SOLE 0 0 8140 COCA COLA EUROPEAN PARTNERS SHS G25839104 1330 35418 SH SOLE 0 0 35418 SAP SE SPON ADR 803054204 2170 15678 SH SOLE 0 0 15678 SPLUNK INC COM 848637104 663 3407 SH SOLE 0 0 3407 MERCURY SYS INC COM 589378108 765 9805 SH SOLE 0 0 9805 MEDTRONIC PLC SHS G5960L103 407 4511 SH SOLE 0 0 4511 CENTENE CORP DEL COM 15135B101 512 8179 SH SOLE 0 0 8179 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2566 49704 SH SOLE 0 0 49704 CEDAR FAIR L P DEPOSITRY UNIT 150185106 452 16333 SH SOLE 0 0 16333 ISHARES GOLD TRUST ISHARES 464285105 537 31705 SH SOLE 0 0 31705 KIMBERLY CLARK CORP COM 494368103 204 1466 SH SOLE 0 0 1466 ACTIVISION BLIZZARD INC COM 00507V109 3049 40388 SH SOLE 0 0 40388 DROPBOX INC CL A 26210C104 665 31236 SH SOLE 0 0 31236 PAYCOM SOFTWARE INC COM 70432V102 2784 9269 SH SOLE 0 0 9269