Chief Compliance Officer

0001019687-14-001683.txt : 20140507 0001019687-14-001683.hdr.sgml : 20140507 20140507171638 ACCESSION NUMBER: 0001019687-14-001683 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140507 DATE AS OF CHANGE: 20140507 EFFECTIVENESS DATE: 20140507 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: 14822004 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 03-31-2014 03-31-2014 false Gary Goldberg Planning Services Inc

75 Montebello Road Suffern NY 10901

13F HOLDINGS REPORT 028-15251 N Thomas A. Cattani Chief Compliance Officer 845-875-6502 /s/ Thomas A. Cattani Suffern NY 05-07-2014 0 480 204825 INFORMATION TABLE 2 infotable.xml 3-D SYS CORP DEL COM NEW 88554D205 3 50 SH SOLE 0 0 50 3M CO COM 88579Y101 67 497 SH SOLE 0 0 497 ABBOTT LABS COM 002824100 0 0 SH Call SOLE 0 0 0 ABBOTT LABS COM 002824100 225 5830 SH SOLE 0 0 5830 ABBVIE INC COM 00287Y109 0 0 SH Call SOLE 0 0 0 ABBVIE INC COM 00287Y109 275 5342 SH SOLE 0 0 5342 ABERDEEN ASIA PACIFIC INCOM COM 003009107 7 1100 SH SOLE 0 0 1100 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 0 2 SH SOLE 0 0 2 AEP INDS INC COM 001031103 4 100 SH SOLE 0 0 100 AEROVIRONMENT INC COM 008073108 89 2200 SH SOLE 0 0 2200 AES CORP COM 00130H105 0 4 SH SOLE 0 0 4 AETNA INC NEW COM 00817Y108 52 700 SH SOLE 0 0 700 AGILENT TECHNOLOGIES INC COM 00846U101 0 6 SH SOLE 0 0 6 AGL RES INC COM 001204106 2677 54684 SH SOLE 0 0 54684 AIR PRODS & CHEMS INC COM 009158106 0 2 SH SOLE 0 0 2 ALLETE INC COM NEW 018522300 59 1123 SH SOLE 0 0 1123 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 30 1200 SH SOLE 0 0 1200 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SCHLUMBERGER LTD COM 806857108 482 4942 SH SOLE 0 0 4942 SCHOLASTIC CORP COM 807066105 69 1991 SH SOLE 0 0 1991 SEADRILL LIMITED SHS G7945E105 94 2660 SH SOLE 0 0 2660 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 20 340 SH SOLE 0 0 340 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 20 385 SH SOLE 0 0 385 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 32 500 SH SOLE 0 0 500 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 20 555 SH SOLE 0 0 555 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 188 4546 SH SOLE 0 0 4546 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 498 11555 SH SOLE 0 0 11555 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 921 19485 SH SOLE 0 0 19485 SMUCKER J M CO COM NEW 832696405 292 3007 SH SOLE 0 0 3007 SOLAR SR CAP LTD COM 83416M105 9 500 SH SOLE 0 0 500 SONIC AUTOMOTIVE INC CL A 83545G102 0 2 SH SOLE 0 0 2 SOUTHERN CO COM 842587107 5100 116062 SH SOLE 0 0 116062 SPDR GOLD TRUST GOLD SHS 78463V107 31 250 SH SOLE 0 0 250 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 4 100 SH 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