0001705819-19-000023.txt : 20190501 0001705819-19-000023.hdr.sgml : 20190501 20190501165724 ACCESSION NUMBER: 0001705819-19-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190501 DATE AS OF CHANGE: 20190501 EFFECTIVENESS DATE: 20190501 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: 19788378 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 03-31-2019 03-31-2019 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 04-29-2019 0 77 194459 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 266 1279 SH SOLE 0 0 1279 ABBOTT LABS COM 002824100 204 2558 SH SOLE 0 0 2558 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 335 1836 SH SOLE 0 0 1836 ALLEGION PUB LTD CO ORD SHS G0176J109 901 9933 SH SOLE 0 0 9933 ALLERGAN PLC SHS G0177J108 1729 11807 SH SOLE 0 0 11807 AMAZON COM INC COM 023135106 481 270 SH SOLE 0 0 270 AMERICAN AIRLS GROUP INC COM 02376R102 305 9592 SH SOLE 0 0 9592 APPLE INC COM 037833100 1247 6564 SH SOLE 0 0 6564 AT&T INC COM 00206R102 5410 172506 SH SOLE 0 0 172506 AVERY DENNISON CORP COM 053611109 770 6811 SH SOLE 0 0 6811 BANK AMER CORP COM 060505104 415 15027 SH SOLE 0 0 15027 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 244 1215 SH SOLE 0 0 1215 BOEING CO COM 097023105 1222 3203 SH SOLE 0 0 3203 BOYD GAMING CORP COM 103304101 205 7500 SH SOLE 0 0 7500 BRISTOL MYERS SQUIBB CO COM 110122108 266 5567 SH SOLE 0 0 5567 CHEVRON CORP NEW COM 166764100 520 4220 SH SOLE 0 0 4220 CINCINNATI FINL CORP COM 172062101 694 8081 SH SOLE 0 0 8081 CISCO SYS INC COM 17275R102 609 11286 SH SOLE 0 0 11286 CITIGROUP INC COM NEW 172967424 6243 100339 SH SOLE 0 0 100339 COMERICA INC COM 200340107 672 9168 SH SOLE 0 0 9168 CYREN LTD SHS M26895108 51 23630 SH SOLE 0 0 23630 DELTA AIR LINES INC DEL COM NEW 247361702 8317 161032 SH SOLE 0 0 161032 DISNEY WALT CO COM DISNEY 254687106 404 3640 SH SOLE 0 0 3640 DOWDUPONT INC COM 26078J100 4202 78829 SH SOLE 0 0 78829 LILLY ELI & CO COM 532457108 203 1561 SH SOLE 0 0 1561 EQUINIX INC COM 29444U700 247 546 SH SOLE 0 0 546 EXXON MOBIL CORP COM 30231G102 284 3514 SH SOLE 0 0 3514 FACEBOOK INC CL A 30303M102 381 2286 SH SOLE 0 0 2286 FIDELITY INT HG DIV ETF 316092725 400 19299 SH SOLE 0 0 19299 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 324 8000 SH SOLE 0 0 8000 GENERAL ELECTRIC CO COM 369604103 474 47422 SH SOLE 0 0 47422 HOME DEPOT INC COM 437076102 1407 7331 SH SOLE 0 0 7331 HOWARD BANCORP INC COM 442496105 1356 116346 SH SOLE 0 0 116346 IMMUNOMEDICS INC COM 452907108 250 13000 SH SOLE 0 0 13000 INGERSOLL-RAND PLC SHS G47791101 2753 25500 SH SOLE 0 0 25500 ISHARES TR CORE 1 5 YR USD 46432F859 283 5674 SH SOLE 0 0 5674 ISHARES TR CORE S&P500 ETF 464287200 2733 9603 SH SOLE 0 0 9603 ISHARES TR CORE S&P TTL STK 464287150 23567 365950 SH SOLE 0 0 365950 ISHARES TR CORE S&P US VLU 464287663 5128 93518 SH SOLE 0 0 93518 ISHARES TR MIN VOL EAFE ETF 46429B689 1196 16609 SH SOLE 0 0 16609 ISHARES INC MIN VOL EMRG MKT 464286533 20504 345938 SH SOLE 0 0 345938 ISHARES INC CORE MSCI EMKT 46434G103 4161 80459 SH SOLE 0 0 80459 ISHARES TR RUS 1000 GRW ETF 464287614 410 2710 SH SOLE 0 0 2710 ISHARES TR RUS 1000 VAL ETF 464287598 2758 22330 SH SOLE 0 0 22330 ISHARES TR S&P 500 GRWT ETF 464287309 1107 6422 SH SOLE 0 0 6422 ISHARES TR SELECT DIVID ETF 464287168 264 2693 SH SOLE 0 0 2693 ISHARES TR CORE MSCI TOTAL 46432F834 16837 289945 SH SOLE 0 0 289945 ISHARES TR EAFE SML CP ETF 464288273 10974 191050 SH SOLE 0 0 191050 ISHARES TR INTL SEL DIV ETF 464288448 8021 259917 SH SOLE 0 0 259917 ISHARES TR MSCI ACWI ETF 464288257 338 4688 SH SOLE 0 0 4688 ISHARES TR U.S. PHARMA ETF 464288836 6164 40030 SH SOLE 0 0 40030 ISHARES TR CORE DIV GRWTH 46434V621 2719 73990 SH SOLE 0 0 73990 ISHARES TR CORE MSCI EAFE 46432F842 6602 108631 SH SOLE 0 0 108631 ISHARES TR MSCI EMG MKT ETF 464287234 15733 366559 SH SOLE 0 0 366559 JOHNSON & JOHNSON COM 478160104 568 4063 SH SOLE 0 0 4063 JPMORGAN CHASE & CO COM 46625H100 300 2963 SH SOLE 0 0 2963 LILIS ENERGY INC COM NEW 532403201 102 87500 SH SOLE 0 0 87500 LOCKHEED MARTIN CORP COM 539830109 926 3086 SH SOLE 0 0 3086 MARRIOTT INTL INC NEW CL A 571903202 1693 13535 SH SOLE 0 0 13535 MCDONALDS CORP COM 580135101 306 1609 SH SOLE 0 0 1609 MICROSOFT CORP COM 594918104 1141 9672 SH SOLE 0 0 9672 MIRAGEN THERAPEUTICS INC COM 60463E103 186 66508 SH SOLE 0 0 66508 NETFLIX INC COM 64110L106 375 1053 SH SOLE 0 0 1053 NUCOR CORP COM 670346105 324 5560 SH SOLE 0 0 5560 NVR INC COM 62944T105 277 100 SH SOLE 0 0 100 ON TRACK INNOVATION LTD SHS M8791A109 6 10000 SH SOLE 0 0 10000 ORACLE CORP COM 68389X105 392 7301 SH SOLE 0 0 7301 QUALCOMM INC COM 747525103 200 3512 SH SOLE 0 0 3512 RED HAT INC COM 756577102 470 2575 SH SOLE 0 0 2575 SEALED AIR CORP NEW COM 81211K100 571 12391 SH SOLE 0 0 12391 SINCLAIR BROADCAST GROUP INC CL A 829226109 10300 267663 SH SOLE 0 0 267663 SIRIUS XM HLDGS INC COM 82968B103 147 25911 SH SOLE 0 0 25911 SPDR S&P 500 ETF TR TR UNIT 78462F103 649 2299 SH SOLE 0 0 2299 TEXAS ROADHOUSE INC COM 882681109 533 8570 SH SOLE 0 0 8570 UNITED TECHNOLOGIES CORP COM 913017109 556 4311 SH SOLE 0 0 4311 UNITEDHEALTH GROUP INC COM 91324P102 899 3636 SH SOLE 0 0 3636 VISA INC COM CL A 92826C839 248 1585 SH SOLE 0 0 1585