0001144204-18-004555.txt : 20180130 0001144204-18-004555.hdr.sgml : 20180130 20180130134233 ACCESSION NUMBER: 0001144204-18-004555 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180130 DATE AS OF CHANGE: 20180130 EFFECTIVENESS DATE: 20180130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FinTrust Investment Advisory Services, LLC CENTRAL INDEX KEY: 0001477812 IRS NUMBER: 510568257 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14719 FILM NUMBER: 18558268 BUSINESS ADDRESS: STREET 1: 124 VERDAE BOULEVARD STREET 2: SUITE 504 CITY: GREENVILLE STATE: SC ZIP: 29607 BUSINESS PHONE: 8642882849 MAIL ADDRESS: STREET 1: 124 VERDAE BOULEVARD STREET 2: SUITE 504 CITY: GREENVILLE STATE: SC ZIP: 29607 FORMER COMPANY: FORMER CONFORMED NAME: Elliott Davis Investment Advisory Services, LLC DATE OF NAME CHANGE: 20091201 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001477812 XXXXXXXX 12-31-2017 12-31-2017 false FinTrust Investment Advisory Services, LLC
124 Verdae Boulevard Suite 504 Greenville SC 29607
13F HOLDINGS REPORT 028-14719 N
Penny Jones Operations Service Administrator 864-288-2849 /s/ Penny Jones Greenville SC 01-30-2018 0 119 113527
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 217 922 SH SOLE 30 0 892 ABBVIE INC COM 00287Y109 712 7361 SH SOLE 2580 0 4781 ALLSTATE CORP COM 020002101 334 3186 SH SOLE 0 0 3186 ALPHABET INC CAP STK CL A 02079K305 363 345 SH SOLE 103 0 242 ALPHABET INC CAP STK CL C 02079K107 808 772 SH SOLE 417 0 355 ALPS ETF TR ALERIAN MLP 00162Q866 205 19015 SH SOLE 0 0 19015 ALTRIA GROUP INC COM 02209S103 1114 15599 SH SOLE 2069 0 13530 AMAZON.COM INC COM 023135106 1088 930 SH SOLE 125 0 805 AMGEN INC COM 031162100 315 1815 SH SOLE 506 0 1309 APPLE INC COM 037833100 3597 21255 SH SOLE 4313 0 16942 AT&T INC COM 00206R102 2694 69299 SH SOLE 6875 0 62424 BANK AMER CORP COM 060505104 425 14380 SH SOLE 7096 0 7284 BB&T CORP COM 054937107 7561 152081 SH SOLE 120751 0 31330 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227 1144 SH SOLE 250 0 894 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 315 13600 SH SOLE 13600 0 0 BOEING CO COM 097023105 576 1954 SH SOLE 60 0 1894 BP PLC SPONSORED ADR 055622104 860 20464 SH SOLE 14931 0 5533 BRISTOL MYERS SQUIBB CO COM 110122108 569 9278 SH SOLE 600 0 8678 BROADCOM LTD SHS Y09827109 348 1354 SH SOLE 419 0 935 CARNIVAL CORP UNIT 99/99/9999 143658300 399 6011 SH SOLE 2690 0 3321 CATERPILLAR INC COM 149123101 761 4828 SH SOLE 85 0 4743 CHESAPEAK ENERGY CORP PFD CONV 165167842 212 4269 SH SOLE 3869 0 400 CHEVRON CORP NEW COM 166764100 1046 8355 SH SOLE 894 0 7461 CISCO SYS INC COM 17275R102 546 14243 SH SOLE 2036 0 12207 COCA COLA CO COM 191216100 555 12093 SH SOLE 108 0 11985 CORENERGY INFRASTRUCTURE TR DEP SHS REPSTG 21870U304 257 10000 SH SOLE 10000 0 0 CVS HEALTH CROP COM 126650100 419 5783 SH SOLE 1610 0 4173 DISNEY WALT CO COM DISNEY 254687106 471 4385 SH SOLE 1000 0 3385 DOWDUPONT INC COM 26078J100 401 5626 SH SOLE 4000 0 1626 DUKE ENERGY CORP NEW COM NEW 26441C204 2184 25960 SH SOLE 3803 0 22157 ENBRIDGE INC COM 29250N105 511 13063 SH SOLE 3709 0 9354 EXELON CORP COM 30161N101 264 6710 SH SOLE 2270 0 4440 EXXON MOBIL CORP COM 30231G102 1971 23568 SH SOLE 1849 0 21719 FACEBOOK INC CL A 30303M102 666 3773 SH SOLE 2654 0 1119 FEDERATED INV INC PA CL B 314211103 216 6000 SH SOLE 6000 0 0 FEDEX CORP COM 31428X106 370 1483 SH SOLE 565 0 918 FORD MTR CO DEL COM PAR $0.01 345370860 454 36334 SH SOLE 1500 0 34834 GENERAL ELECTRIC CO COM 369604103 525 30097 SH SOLE 4057 0 26040 GILEAD SCIENCES INC COM 375558103 294 4110 SH SOLE 2190 0 1920 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 287 8093 SH SOLE 100 0 7993 HOME DEPOT INC COM 437076102 491 2590 SH SOLE 745 0 1845 INTEL CORP COM 458140100 1156 25036 SH SOLE 4177 0 20859 INVESCO MUN OPPORTUNITY TR COM 46132C107 558 45000 SH SOLE 45000 0 0 INVESCO QUALITY MUNI INC TRS COM 46133G107 576 46002 SH SOLE 46002 0 0 ISHARES EM MKTS CURR ETF 464286517 2562 53147 SH SOLE 11440 0 41707 ISHARES TR SELECT DIVID ETF 464287168 322 3265 SH SOLE 275 0 2990 ISHARES TR TIPS BD ETF 464287176 8557 75006 SH SOLE 19785 0 55221 ISHARES TR CORE US AGGBD ET 464287226 595 5445 SH SOLE 815 0 4630 ISHARES TR MSCI EMG MKT ETF 464287234 747 15846 SH SOLE 6203 0 9643 ISHARES TR IBOXX INV CP ETF 464287242 416 3419 SH SOLE 70 0 3349 ISHARES TR RUS 1000 VAL ETF 464287598 355 2856 SH SOLE 1065 0 1791 ISHARES TR RUS 2000 VAL ETF 464287630 959 7629 SH SOLE 665 0 6964 ISHARES TR RUS 2000 GRW ETF 464287648 3051 16340 SH SOLE 3142 0 13198 ISHARES TR JP MOR EM MK ETF 464288281 265 2286 SH SOLE 788 0 1498 ISHARES TR US CREDIT BD ETF 464288620 201 1792 SH SOLE 946 0 846 ISHARES TR INTERM CR BD ETF 464288638 358 3276 SH SOLE 1676 0 1600 ISHARES TR 1-3 YR CR BD ETF 464288646 211 2016 SH SOLE 362 0 1654 ISHARES TR US AER DEF ETF 464288760 231 1230 SH SOLE 0 0 1230 JPMORGAN CHASE & CO COM 46625H100 1432 13393 SH SOLE 1045 0 12348 JOHNSON & JOHNSON COM 478160104 919 6576 SH SOLE 1003 0 5573 KIMBERLY CLARK CORP COM 494368103 201 1666 SH SOLE 0 0 1666 KKR & CO L P DEL COM UNITS 48248M102 253 12020 SH SOLE 4585 0 7435 LOCKHEED MARTIN CORP COM 539830109 206 641 SH SOLE 115 0 526 LOWES COS INC COM 548661107 452 4858 SH SOLE 1285 0 3573 MEDTRONIC PLC SHS G5960L103 300 3717 SH SOLE 1218 0 2499 MERCK & CO INC COM 58933Y105 208 3704 SH SOLE 0 0 3704 MICROSOFT CORP COM 594918104 1188 13888 SH SOLE 1226 0 12662 MORGAN STANLEY COM NEW 617446448 258 4907 SH SOLE 1067 0 3840 NETFLIX INC COM 64110L106 209 1090 SH SOLE 0 0 1090 NEXTERA ENERGY INC COM 65339F101 495 3170 SH SOLE 0 0 3170 NORFOLK SOUTHERN CORP COM 655844108 342 2361 SH SOLE 280 0 2081 NUVEEN S&P 500 DYN OVERWRITE COM 6706EW100 238 13769 SH SOLE 13769 0 0 PEPSICO INC COM 713448108 600 5005 SH SOLE 515 0 4490 PFIZER INC COM 717081103 954 26348 SH SOLE 2061 0 24287 PHILIP MORRIS INTL INC COM 718172109 278 2628 SH SOLE 1055 0 1573 POWERSHARES ETF TRUST FINL PFD PTFL 73935X229 8599 455710 SH SOLE 86308 0 369402 POWERSHARES ETF TR II DEV MKTS EX-US 73936T789 204 4503 SH SOLE 4503 0 0 POWERSHARES GLOBAL ETF FD S&P 500 BUYWRT 73936G308 4585 213751 SH SOLE 71520 0 142231 POWERSHARES ETF TR II VAR RATE PFD POR 73937B597 867 33790 SH SOLE 25175 0 8615 PROCTER & GAMBLE CO COM 742718109 427 4650 SH SOLE 170 0 4480 PRUDENTIAL FINL INC COM 744320102 255 2214 SH SOLE 775 0 1439 QUALCOMM INC COM 747525103 682 10652 SH SOLE 2620 0 8032 RYDEX ETF TRUST GUG S&P500 PU VA 78355W304 7187 108412 SH SOLE 15375 0 93037 RYDEX ETF TRUST GUG S&P500 PU GR 78355W403 9221 87964 SH SOLE 11432 0 76532 SCANA CORP NEW COM 80589M102 310 7803 SH SOLE 6214 0 1589 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 271 4196 SH SOLE 4196 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 527 8260 SH SOLE 8260 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 593 8390 SH SOLE 8390 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 481 8794 SH SOLE 8794 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 401 5754 SH SOLE 5754 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 331 6478 SH SOLE 6478 0 0 SOUTHERN CO COM 842587107 807 16789 SH SOLE 3571 0 13218 SPDR SERIES TRUST BLOMBERG BRC SRT 78464A474 250 8223 SH SOLE 8223 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 231 1870 SH SOLE 483 0 1387 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 225 5464 SH SOLE 0 0 5464 SPDR S&P 500 ETF TR TR UNIT 78462F103 320 1198 SH SOLE 620 0 578 SPDR SERIES TRUST S&P DIVID ETF 78464A763 201 2125 SH SOLE 0 0 2125 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 203 7218 SH SOLE 3902 0 3316 UNITED PARCEL SERVICE INC CL B 911312106 239 2008 SH SOLE 926 0 1082 UNITED TECHNOLOGIES CORP COM 913017109 602 4717 SH SOLE 1090 0 3627 VALERO ENERGY CORP NEW COM 91913Y100 1106 12033 SH SOLE 270 0 11763 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 385 8385 SH SOLE 200 0 8185 VANGUARD WORLD FDS ENERGY ETF 92204A306 240 2430 SH SOLE 44 0 2386 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 329 4698 SH SOLE 0 0 4698 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 372 4561 SH SOLE 1102 0 3459 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 224 2616 SH SOLE 78 0 2538 VANGUARD WORLD FDS INF TECH ETF 92204A702 252 1529 SH SOLE 42 0 1487 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 296 3737 SH SOLE 2070 0 1667 VANGUARD INDEX FDS REIT ETF 922908553 306 3685 SH SOLE 1914 0 1771 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 255 1038 SH SOLE 0 0 1038 VANGUARD INGEX FDS SM CP VAL ETF 922908611 224 1685 SH SOLE 0 0 1685 VANGUARD INDEX FDS VALUE ETF 922908744 2333 21945 SH SOLE 1615 0 20330 VANGUARD INDEX FDS SMALL CP ETF 922908751 305 2066 SH SOLE 50 0 2016 VERIZON COMMUNICATIONS INC COM 92343V104 1685 31838 SH SOLE 1893 0 29945 WAL-MART STORES INC COM 931142103 687 6956 SH SOLE 2275 0 4681 WELLS FARGO & CO NEW COM 949746101 375 6176 SH SOLE 659 0 5517 WEYERHAEUSER CO COM 962166104 230 6537 SH SOLE 0 0 6537 WISDOMTREE TR EMG MKTS SMCAP 97717W281 418 8009 SH SOLE 258 0 7751 WISDOMTREE TR INTL SMCAP DIV 97717W760 205 2673 SH SOLE 0 0 2673