0001705819-19-000040.txt : 20191015 0001705819-19-000040.hdr.sgml : 20191015 20191015105355 ACCESSION NUMBER: 0001705819-19-000040 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191015 DATE AS OF CHANGE: 20191015 EFFECTIVENESS DATE: 20191015 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: 191149959 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 09-30-2019 09-30-2019 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 10-14-2019 0 74 178785 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 203 1235 SH SOLE 0 0 1235 ABBOTT LABS COM 002824100 205 2446 SH SOLE 0 0 2446 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 316 1892 SH SOLE 0 0 1892 ALLEGION PUB LTD CO ORD SHS G0176J109 1030 9933 SH SOLE 0 0 9933 AMAZON COM INC COM 023135106 507 292 SH SOLE 0 0 292 AMERICAN AIRLS GROUP INC COM 02376R102 259 9592 SH SOLE 0 0 9592 AMERICAN TOWER CORP NEW COM 03027X100 380 1718 SH SOLE 0 0 1718 APPLE INC COM 037833100 1548 6913 SH SOLE 0 0 6913 AT&T INC COM 00206R102 6373 168414 SH SOLE 0 0 168414 AVERY DENNISON CORP COM 053611109 718 6326 SH SOLE 0 0 6326 BANK AMER CORP COM 060505104 445 15270 SH SOLE 0 0 15270 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 274 1318 SH SOLE 0 0 1318 BOEING CO COM 097023105 1226 3222 SH SOLE 0 0 3222 BRISTOL MYERS SQUIBB CO COM 110122108 269 5300 SH SOLE 0 0 5300 CATALENT INC COM 148806102 2121 44500 SH SOLE 0 0 44500 CHEVRON CORP NEW COM 166764100 516 4353 SH SOLE 0 0 4353 CINCINNATI FINL CORP COM 172062101 873 7481 SH SOLE 0 0 7481 CISCO SYS INC COM 17275R102 370 7480 SH SOLE 0 0 7480 CITIGROUP INC COM NEW 172967424 6660 96410 SH SOLE 0 0 96410 COMERICA INC COM 200340107 605 9168 SH SOLE 0 0 9168 CYREN LTD SHS M26895108 40 23630 SH SOLE 0 0 23630 DELTA AIR LINES INC DEL COM NEW 247361702 5680 98615 SH SOLE 0 0 98615 DISNEY WALT CO COM DISNEY 254687106 534 4098 SH SOLE 0 0 4098 ENTERPRISE PRODS PARTNERS L COM 293792107 204 7147 SH SOLE 0 0 7147 EQUINIX INC COM 29444U700 315 546 SH SOLE 0 0 546 EXXON MOBIL CORP COM 30231G102 245 3473 SH SOLE 0 0 3473 FACEBOOK INC CL A 30303M102 432 2427 SH SOLE 0 0 2427 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 269 8000 SH SOLE 0 0 8000 GENERAL ELECTRIC CO COM 369604103 299 33494 SH SOLE 0 0 33494 HOME DEPOT INC COM 437076102 1657 7142 SH SOLE 0 0 7142 HOWARD BANCORP INC COM 442496105 1506 115010 SH SOLE 0 0 115010 IMMUNOMEDICS INC COM 452907108 172 13000 SH SOLE 0 0 13000 INGERSOLL-RAND PLC SHS G47791101 2957 24000 SH SOLE 0 0 24000 ISHARES INC MIN VOL EMRG MKT 464286533 12828 224695 SH SOLE 0 0 224695 ISHARES INC CORE MSCI EMKT 46434G103 6557 133766 SH SOLE 0 0 133766 ISHARES TR EAFE SML CP ETF 464288273 10904 190535 SH SOLE 0 0 190535 ISHARES TR INTL SEL DIV ETF 464288448 6462 210210 SH SOLE 0 0 210210 ISHARES TR CORE S&P US VLU 464287663 8466 146468 SH SOLE 0 0 146468 ISHARES TR CORE S&P500 ETF 464287200 2804 9392 SH SOLE 0 0 9392 ISHARES TR CORE S&P TTL STK 464287150 23774 354462 SH SOLE 0 0 354462 ISHARES TR RUS 1000 VAL ETF 464287598 2841 22148 SH SOLE 0 0 22148 ISHARES TR MSCI EMG MKT ETF 464287234 14596 357129 SH SOLE 0 0 357129 ISHARES TR CORE MSCI TOTAL 46432F834 16517 285962 SH SOLE 0 0 285962 ISHARES TR CORE DIV GRWTH 46434V621 2889 73823 SH SOLE 0 0 73823 ISHARES TR MIN VOL EAFE ETF 46429B689 1394 19029 SH SOLE 0 0 19029 ISHARES TR S&P 500 GRWT ETF 464287309 1100 6108 SH SOLE 0 0 6108 ISHARES TR MSCI ACWI ETF 464288257 347 4706 SH SOLE 0 0 4706 ISHARES TR CORE MSCI EAFE 46432F842 6637 108681 SH SOLE 0 0 108681 ISHARES TR RUS 1000 GRW ETF 464287614 420 2630 SH SOLE 0 0 2630 ISHARES TR SELECT DIVID ETF 464287168 275 2693 SH SOLE 0 0 2693 ISHARES TR CORE 1 5 YR USD 46432F859 282 5580 SH SOLE 0 0 5580 JOHNSON & JOHNSON COM 478160104 561 4337 SH SOLE 0 0 4337 JPMORGAN CHASE & CO COM 46625H100 386 3276 SH SOLE 0 0 3276 LILIS ENERGY INC COM NEW 532403201 29 87500 SH SOLE 0 0 87500 LOCKHEED MARTIN CORP COM 539830109 1283 3288 SH SOLE 0 0 3288 MARRIOTT INTL INC NEW CL A 571903202 1401 11267 SH SOLE 0 0 11267 MCDONALDS CORP COM 580135101 365 1698 SH SOLE 0 0 1698 MICROSOFT CORP COM 594918104 1477 10626 SH SOLE 0 0 10626 MIRAGEN THERAPEUTICS INC COM 60463E103 49 66508 SH SOLE 0 0 66508 NETFLIX INC COM 64110L106 293 1094 SH SOLE 0 0 1094 NUCOR CORP COM 670346105 283 5556 SH SOLE 0 0 5556 NVR INC COM 62944T105 372 100 SH SOLE 0 0 100 ON TRACK INNOVATION LTD SHS M8791A109 3 10000 SH SOLE 0 0 10000 ORACLE CORP COM 68389X105 457 8308 SH SOLE 0 0 8308 QUALCOMM INC COM 747525103 240 3144 SH SOLE 0 0 3144 SEALED AIR CORP NEW COM 81211K100 514 12391 SH SOLE 0 0 12391 SINCLAIR BROADCAST GROUP INC CL A 829226109 10080 235837 SH SOLE 0 0 235837 SIRIUS XM HLDGS INC COM 82968B103 139 22161 SH SOLE 0 0 22161 SPDR S&P 500 ETF TR TR UNIT 78462F103 355 1197 SH SOLE 0 0 1197 TEXAS INSTRS INC COM 882508104 220 1702 SH SOLE 0 0 1702 UNITED TECHNOLOGIES CORP COM 913017109 623 4562 SH SOLE 0 0 4562 UNITEDHEALTH GROUP INC COM 91324P102 802 3692 SH SOLE 0 0 3692 VERIZON COMMUNICATIONS INC COM 92343V104 231 3824 SH SOLE 0 0 3824 VISA INC COM CL A 92826C839 321 1865 SH SOLE 0 0 1865