0001705819-18-000010.txt : 20180411 0001705819-18-000010.hdr.sgml : 20180411 20180411095437 ACCESSION NUMBER: 0001705819-18-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180411 DATE AS OF CHANGE: 20180411 EFFECTIVENESS DATE: 20180411 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: 18749269 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 03-31-2018 03-31-2018 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 04-11-2018 0 57 157467 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 281 1279 SH SOLE 0 0 1279 ALLEGION PUB LTD CO ORD SHS G0176J109 847 9933 SH SOLE 0 0 9933 ALLERGAN PLC SHS G0177J108 9598 57030 SH SOLE 0 0 57030 AMAZON COM INC COM 023135106 203 140 SH SOLE 0 0 140 AMERICAN AIRLS GROUP INC COM 02376R102 443 8529 SH SOLE 0 0 8529 APPLE INC COM 037833100 886 5281 SH SOLE 0 0 5281 AT&T INC COM 00206R102 326 9148 SH SOLE 0 0 9148 BANK AMER CORP COM 060505104 206 6885 SH SOLE 0 0 6885 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 235 1178 SH SOLE 0 0 1178 BOYD GAMING CORP COM 103304101 239 7500 SH SOLE 0 0 7500 BRISTOL MYERS SQUIBB CO COM 110122108 358 5667 SH SOLE 0 0 5667 CHEVRON CORP NEW COM 166764100 496 4348 SH SOLE 0 0 4348 CISCO SYS INC COM 17275R102 330 7697 SH SOLE 0 0 7697 CITIGROUP INC COM NEW 172967424 8656 128242 SH SOLE 0 0 128242 CYREN LTD SHS M26895108 291 123630 SH SOLE 0 0 123630 DELTA AIR LINES INC DEL COM NEW 247361702 10133 184866 SH SOLE 0 0 184866 DOWDUPONT INC COM 26078J100 4341 68131 SH SOLE 0 0 68131 EQUINIX INC COM PAR $0.001 29444U700 228 546 SH SOLE 0 0 546 EXXON MOBIL CORP COM 30231G102 230 3082 SH SOLE 0 0 3082 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 409 8000 SH SOLE 0 0 8000 GENERAL ELECTRIC CO COM 369604103 382 28315 SH SOLE 0 0 28315 HOME DEPOT INC COM 437076102 540 3029 SH SOLE 0 0 3029 HOWARD BANCORP INC COM 442496105 2063 104178 SH SOLE 0 0 104178 IMMUNOMEDICS INC COM 452907108 190 13000 SH SOLE 0 0 13000 INGERSOLL-RAND PLC SHS G47791101 2523 29500 SH SOLE 0 0 29500 INTEL CORP COM 458140100 214 4112 SH SOLE 0 0 4112 ISHARES INC CORE MSCI EMKT 46434G103 12150 208053 SH SOLE 0 0 208053 ISHARES INC MIN VOL EMRG MKT 464286533 20681 331746 SH SOLE 0 0 331746 ISHARES TR INTL SEL DIV ETF 464288448 11345 343688 SH SOLE 0 0 343688 ISHARES TR CORE S&P US VLU 464287663 3635 68433 SH SOLE 0 0 68433 ISHARES TR CORE MSCI TOTAL 46432F834 18196 288637 SH SOLE 0 0 288637 ISHARES TR CORE DIV GRWTH 46434V621 2260 66680 SH SOLE 0 0 66680 ISHARES TR RUS 1000 VAL ETF 464287598 2407 20067 SH SOLE 0 0 20067 ISHARES TR CORE S&P TTL STK 464287150 20643 341436 SH SOLE 0 0 341436 ISHARES TR CORE MSCI EAFE 46432F842 345 5243 SH SOLE 0 0 5243 ISHARES TR CORE 1 5 YR USD 46432F859 371 7523 SH SOLE 0 0 7523 ISHARES TR CORE S&P500 ETF 464287200 544 2051 SH SOLE 0 0 2051 JPMORGAN CHASE & CO COM 46625H100 309 2807 SH SOLE 0 0 2807 LILIS ENERGY INC COM NEW 532403201 149 37500 SH SOLE 0 0 37500 MARRIOTT INTL INC NEW CL A 571903202 408 3000 SH SOLE 0 0 3000 MCDONALDS CORP COM 580135101 210 1346 SH SOLE 0 0 1346 MICROSOFT CORP COM 594918104 736 8062 SH SOLE 0 0 8062 MIRAGEN THERAPEUTICS INC COM 60463E103 466 66508 SH SOLE 0 0 66508 NETFLIX INC COM 64110L106 341 1153 SH SOLE 0 0 1153 NUCOR CORP COM 670346105 336 5500 SH SOLE 0 0 5500 NVR INC COM 62944T105 5617 2006 SH SOLE 0 0 2006 ON TRACK INNOVATION LTD SHS M8791A109 10 10000 SH SOLE 0 0 10000 ORACLE CORP COM 68389X105 206 4496 SH SOLE 0 0 4496 PFIZER INC COM 717081103 335 9448 SH SOLE 0 0 9448 RED HAT INC COM 756577102 795 5320 SH SOLE 0 0 5320 SEALED AIR CORP NEW COM 81211K100 530 12391 SH SOLE 0 0 12391 SINCLAIR BROADCAST GROUP INC CL A 829226109 8367 267313 SH SOLE 0 0 267313 SIRIUS XM HLDGS INC COM 82968B103 137 21911 SH SOLE 0 0 21911 SPDR GOLD TRUST GOLD SHS 78463V107 294 2341 SH SOLE 0 0 2341 SPDR S&P 500 ETF TR TR UNIT 78462F103 230 874 SH SOLE 0 0 874 UNITED TECHNOLOGIES CORP COM 913017109 519 4121 SH SOLE 0 0 4121 WELLS FARGO CO NEW COM 949746101 247 4708 SH SOLE 0 0 4708