0001019687-13-003212.txt : 20130819 0001019687-13-003212.hdr.sgml : 20130819 20130819103620 ACCESSION NUMBER: 0001019687-13-003212 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130819 DATE AS OF CHANGE: 20130819 EFFECTIVENESS DATE: 20130819 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gary Goldberg Planning Services Inc CENTRAL INDEX KEY: 0001569517 IRS NUMBER: 132874090 STATE OF INCORPORATION: DE FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15251 FILM NUMBER: 131047252 BUSINESS ADDRESS: STREET 1: 75 MONTEBELLO ROAD CITY: SUFFERN STATE: NY ZIP: 10901 BUSINESS PHONE: 845-368-2900 MAIL ADDRESS: STREET 1: 75 MONTEBELLO ROAD CITY: SUFFERN STATE: NY ZIP: 10901 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001569517 XXXXXXXX 06-30-2013 06-30-2013 false Gary Goldberg Planning Services Inc

75 Montebello Road Suffern NY 10901

13F HOLDINGS REPORT 028-15251 N Thomas A. Cattani 845-875-6502 /s/ Thomas A. Cattani Suffern NY 08-16-2013 0 367 156640 INFORMATION TABLE 2 infotable.xml AGL RES INC COM 001204106 5504 128414 SH SOLE 0 0 128414 AT&T INC COM 00206R102 6828 192881 SH SOLE 0 0 192881 ABBOTT LABS COM 002824100 227 6501 SH SOLE 0 0 6501 ABBVIE INC COM 00287Y109 251 6066 SH SOLE 0 0 6066 ABERDEEN ASIA PACIFIC INCOM COM 003009107 18 2900 SH SOLE 0 0 2900 AETNA INC NEW COM 00817Y108 44 700 SH SOLE 0 0 700 ALLEGHENY TECHNOLOGIES INC COM 01741R102 145 5500 SH SOLE 0 0 5500 ALLETE INC COM NEW 018522300 45 895 SH SOLE 0 0 895 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 31 1500 SH SOLE 0 0 1500 ALTRIA GROUP INC COM 02209S103 1175 33570 SH SOLE 0 0 33570 AMAZON COM INC COM 023135106 21 75 SH SOLE 0 0 75 AMERICAN CAPITAL AGENCY CORP COM 02503X105 53 2300 SH SOLE 0 0 2300 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 11 623 SH SOLE 0 0 623 AMERICAN INTL GROUP INC COM NEW 026874784 1 17 SH SOLE 0 0 17 AMERICAN TOWER CORP NEW COM 03027X100 11 148 SH SOLE 0 0 148 AMERIGAS PARTNERS 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SOLE 0 0 400 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 3 100 SH SOLE 0 0 100 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1690 25487 SH SOLE 0 0 25487 SABINE ROYALTY TR UNIT BEN INT 785688102 819 15842 SH SOLE 0 0 15842 SANOFI SPONSORED ADR 80105N105 3055 59314 SH SOLE 0 0 59314 SCANA CORP NEW COM 80589M102 88 1797 SH SOLE 0 0 1797 SCHLUMBERGER LTD COM 806857108 429 5987 SH SOLE 0 0 5987 SCHOLASTIC CORP COM 807066105 58 1978 SH SOLE 0 0 1978 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1932 48709 SH SOLE 0 0 48709 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 909 16110 SH SOLE 0 0 16110 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 10 225 SH SOLE 0 0 225 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 155 4128 SH SOLE 0 0 4128 SMUCKER J M CO COM NEW 832696405 41 401 SH SOLE 0 0 401 SOLAR CAP LTD COM 83413U100 5 200 SH SOLE 0 0 200 SOUTHERN CO COM 842587107 89 2010 SH SOLE 0 0 2010 SOUTHERN COPPER CORP COM 84265V105 11 404 SH SOLE 0 0 404 STANLEY BLACK & DECKER INC COM 854502101 10 127 SH SOLE 0 0 127 STARBUCKS CORP COM 855244109 427 6516 SH SOLE 0 0 6516 STRYKER CORP COM 863667101 98 1520 SH SOLE 0 0 1520 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 82 1761 SH SOLE 0 0 1761 SUNCOKE ENERGY INC COM 86722A103 1 106 SH SOLE 0 0 106 TJX COS INC NEW COM 872540109 1717 34292 SH SOLE 0 0 34292 TARGET CORP COM 87612E106 417 6054 SH SOLE 0 0 6054 TECH DATA CORP COM 878237106 51 1080 SH SOLE 0 0 1080 TECHNE CORP COM 878377100 56 806 SH SOLE 0 0 806 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2 62 SH SOLE 0 0 62 3M CO COM 88579Y101 76 699 SH SOLE 0 0 699 TIME WARNER INC COM NEW 887317303 0 4 SH SOLE 0 0 4 TIME WARNER CABLE INC COM 88732J207 5 41 SH SOLE 0 0 41 TOOTSIE ROLL INDS INC COM 890516107 58 1830 SH SOLE 0 0 1830 TORTOISE MLP FD INC COM 89148B101 99 3390 SH SOLE 0 0 3390 TOTAL S A SPONSORED ADR 89151E109 5956 122299 SH SOLE 0 0 122299 US BANCORP DEL COM NEW 902973304 21 575 SH SOLE 0 0 575 U S G CORP COM NEW 903293405 7 300 SH SOLE 0 0 300 UNILEVER PLC SPON ADR NEW 904767704 424 10488 SH SOLE 0 0 10488 UNILEVER N V N Y SHS NEW 904784709 14 358 SH SOLE 0 0 358 UNITED PARCEL SERVICE INC CL B 911312106 44 514 SH SOLE 0 0 514 UNITED STATIONERS INC COM 913004107 9 280 SH SOLE 0 0 280 UNITED TECHNOLOGIES CORP COM 913017109 331 3557 SH SOLE 0 0 3557 UNUM GROUP COM 91529Y106 65 2200 SH SOLE 0 0 2200 URSTADT BIDDLE PPTYS INC COM 917286106 15 800 SH SOLE 0 0 800 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 96 1200 SH SOLE 0 0 1200 VANGUARD NATURAL RESOURCES L COM UNIT 92205F106 3 100 SH SOLE 0 0 100 VERIZON COMMUNICATIONS INC COM 92343V104 7820 155337 SH SOLE 0 0 155337 VIACOM INC NEW CL B 92553P201 6 94 SH SOLE 0 0 94 VISA INC COM CL A 92826C839 127 693 SH SOLE 0 0 693 VMWARE INC CL A COM 928563402 94 1400 SH SOLE 0 0 1400 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 46 1586 SH SOLE 0 0 1586 WD-40 CO COM 929236107 20 365 SH SOLE 0 0 365 W P CAREY INC COM 92936U109 115 1744 SH SOLE 0 0 1744 WAL-MART STORES INC COM 931142103 1660 22289 SH SOLE 0 0 22289 WALGREEN CO COM 931422109 169 3822 SH SOLE 0 0 3822 WARREN RES INC COM 93564A100 64 25201 SH SOLE 0 0 25201 WASTE MGMT INC DEL COM 94106L109 940 23296 SH SOLE 0 0 23296 WEIS MKTS INC COM 948849104 68 1519 SH SOLE 0 0 1519 WELLS FARGO & CO NEW COM 949746101 8 200 SH SOLE 0 0 200 WELLS FARGO & CO NEW PERP PFD CNV A 949746804 12 10 SH SOLE 0 0 10 WENDYS CO COM 95058W100 5 850 SH SOLE 0 0 850 WEYERHAEUSER CO COM 962166104 13 450 SH SOLE 0 0 450 WILLIAMS COS INC DEL COM 969457100 3 100 SH SOLE 0 0 100 WILLIAMS PARTNERS L P COM UNIT L P 96950F104 52 1000 SH SOLE 0 0 1000 WISDOMTREE TRUST EQTY INC ETF 97717W208 34 660 SH SOLE 0 0 660 WOLVERINE WORLD WIDE INC COM 978097103 54 980 SH SOLE 0 0 980 YUM BRANDS INC COM 988498101 97 1393 SH SOLE 0 0 1393 EATON CORP PLC SHS G29183103 84 1273 SH SOLE 0 0 1273 ENSCO PLC SHS CLASS A G3157S106 177 3044 SH SOLE 0 0 3044 FRESH DEL MONTE PRODUCE INC ORD G36738105 56 1999 SH SOLE 0 0 1999 SEADRILL LIMITED SHS G7945E105 94 2300 SH SOLE 0 0 2300 SHIP FINANCE INTERNATIONAL L SHS G81075106 70 4709 SH SOLE 0 0 4709 TRANSOCEAN LTD REG SHS H8817H100 6 135 SH SOLE 0 0 135 ELBIT SYS LTD ORD M3760D101 45 1078 SH SOLE 0 0 1078