MERITAGE PORTFOLIO MANAGEMENT Q4 2019 Filing

Filed January 27, 2020

Portfolio Value

$1.1B

Holdings

232

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (232 positions)

StockValue
BROBROWN & BROWN INC
$469K
VEUVANGUARD FTSE ALL-WORLD EX-US
$442K
IWMISHARES RUSSELL 2000
$421K
BAMBROOKFIELD ASSET MANAGEMENT IN
$414K
CMFISHARES CALIFORNIA MUNI BOND E
$395K
DISDISNEY WALT CO DEL
$383K
EFAISHARES MSCI EAFE INDEX FUND
$382K
IWNISHARES RUSSELL 2000 VALUE
$380K
NSRGYNESTLE S.A. ADR
$331K
CERNCHFCERNER CORP
$330K
VUGVANGUARD GROWTH ETF
$328K
AMJEURJPMORGAN ALERIAN MLP INDEX ETN
$327K
NVDANVIDIA CORP
$318K
MLKNMILLER HERMAN
$311K
GOOGALPHABET INC CL C
$302K
GQ9SPDR GOLD TRUST
$295K
LHXL3HARRIS TECHNOLOGIES INC
$274K
VBVANGUARD SMALL-CAP ETF
$272K
IVVISHARES S&P 500 INDEX
$272K
CYBRCYBERARK SOFTWARE LTD
$269K
AFWALIGN TECHNOLOGY INC.
$264K
CBZCBIZ INC
$263K
NEENEXTERA ENERGY INC
$256K
MDLZMONDELEZ INTERNATIONAL INC.
$244K
DDDUPONT DE NEMOURS INC
$214K
HELEHELEN OF TROY CORP LTD
$212K
MDYS & P 400 MID CAP DEP RECPT
$207K
GEGENERAL ELECTRIC
$190K
IAUUSDISHARES COMEX GOLD TRUST
$181K
CENTRAL EUROPEAN MEDIA
$74K
THE MEET GROUP INC
$72K
EXFEUREXFO INC
$69K
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