0001062993-19-001601.txt : 20190408 0001062993-19-001601.hdr.sgml : 20190408 20190408101047 ACCESSION NUMBER: 0001062993-19-001601 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190408 DATE AS OF CHANGE: 20190408 EFFECTIVENESS DATE: 20190408 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hayden Royal, LLC CENTRAL INDEX KEY: 0001652035 IRS NUMBER: 471411577 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18991 FILM NUMBER: 19736691 BUSINESS ADDRESS: STREET 1: 4201 CONGRESS STREET, SUITE 420 CITY: CHARLOTTE STATE: NC ZIP: 28209 BUSINESS PHONE: 704-919-0439 MAIL ADDRESS: STREET 1: 4201 CONGRESS STREET, SUITE 420 CITY: CHARLOTTE STATE: NC ZIP: 28209 FORMER COMPANY: FORMER CONFORMED NAME: Great Lakes & Atlantic Wealth Management & Advisory Partners, LLC DATE OF NAME CHANGE: 20150831 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001652035 XXXXXXXX 03-31-2019 03-31-2019 Hayden Royal, LLC
4201 CONGRESS STREET, SUITE 420 CHARLOTTE NC 28209
13F HOLDINGS REPORT 028-18991 N
Sarah Westbrook Chief Compliance Officer 704-919-0439 Sarah Westbrook Charlotte NC 04-05-2019 0 121 76699 false
INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 203 976 SH SOLE 0 0 976 ABBOTT LABS COM 002824100 389 4863 SH SOLE 0 0 4863 ABBVIE INC COM 00287Y109 546 6779 SH SOLE 0 0 6779 AERCAP HOLDINGS NV SHS N00985106 346 7432 SH SOLE 0 0 7432 AIR LEASE CORP CL A 00912X302 754 21880 SH SOLE 0 0 21880 ALPS ETF TR ALERIAN MLP 00162Q866 525 52324 SH SOLE 0 0 52324 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 916 5023 SH SOLE 0 0 5023 ALPHABET INC CAP STK CL A 02079K305 547 465 SH SOLE 0 0 465 ALTRIA GROUP INC COM 02209S103 821 14095 SH SOLE 0 0 14095 AMAZON COM INC COM 023135106 709 398 SH SOLE 0 0 398 AMGEN INC COM 031162100 247 1302 SH SOLE 0 0 1302 APPLE INC COM 037833100 4107 21624 SH SOLE 0 0 21624 AT&T INC COM 00206R102 630 20086 SH SOLE 0 0 20086 BANK AMER CORP COM 060505104 1247 45186 SH SOLE 0 0 45186 BAUSCH HEALTH COS INC COM 071734107 1301 52674 SH SOLE 0 0 52674 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 410 2041 SH SOLE 0 0 2041 BOEING CO COM 097023105 267 700 SH SOLE 0 0 700 BP PLC SPONSORED ADR 055622104 489 11147 SH SOLE 0 0 11147 BROADCOM INC COM 11135F101 232 772 SH SOLE 0 0 772 CATERPILLAR INC DEL COM 149123101 605 4466 SH SOLE 0 0 4466 CHEVRON CORP NEW COM 166764100 996 8087 SH SOLE 0 0 8087 CISCO SYS INC COM 17275R102 1237 22909 SH SOLE 0 0 22909 CITIGROUP INC COM NEW 172967424 230 3701 SH SOLE 0 0 3701 COCA COLA CO COM 191216100 724 15310 SH SOLE 0 0 15310 COMCAST CORP NEW CL A 20030N101 278 6948 SH SOLE 0 0 6948 DOWDUPONT INC COM 26078J100 360 6761 SH SOLE 0 0 6761 LILLY ELI & CO COM 532457108 212 1637 SH SOLE 0 0 1637 ENDO INTL PLC SHS G30401106 126 15650 SH SOLE 0 0 15650 ENTRAVISION COMMUNICATIONS C CL A 29382R107 50 15422 SH SOLE 0 0 15422 EXXON MOBIL CORP COM 30231G102 1187 14697 SH SOLE 0 0 14697 FACEBOOK INC CL A 30303M102 1774 10641 SH SOLE 0 0 10641 FASTENAL CO COM 311900104 206 3204 SH SOLE 0 0 3204 FIRST TR MORNINGSTAR DIV LEA SHS 336917109 443 14683 SH SOLE 0 0 14683 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 215 3361 SH SOLE 0 0 3361 FORD MTR CO DEL COM 345370860 227 25906 SH SOLE 0 0 25906 GDS HLDGS LTD SPONSORED ADS 36165L108 263 7370 SH SOLE 0 0 7370 GENERAL ELECTRIC CO COM 369604103 203 20285 SH SOLE 0 0 20285 GENERAL MLS INC COM 370334104 288 5568 SH SOLE 0 0 5568 HONEYWELL INTL INC COM 438516106 443 2787 SH SOLE 0 0 2787 INTEL CORP COM 458140100 309 5761 SH SOLE 0 0 5761 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 210 7493 SH SOLE 0 0 7493 INVESCO QQQ TR UNIT SER 1 46090E103 1896 10536 SH SOLE 0 0 10536 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 547 3214 SH SOLE 0 0 3214 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 388 1968 SH SOLE 0 0 1968 ISHARES TR 1 3 YR TREAS BD 464287457 285 3390 SH SOLE 0 0 3390 ISHARES TR 20 YR TR BD ETF 464287432 970 7672 SH SOLE 0 0 7672 ISHARES TR BARCLAYS 7 10 YR 464287440 422 3957 SH SOLE 0 0 3957 ISHARES TR CORE INTL AGGR 46435G672 253 4732 SH SOLE 0 0 4732 ISHARES TR CORE MSCI EAFE 46432F842 271 4455 SH SOLE 0 0 4455 ISHARES INC CORE MSCI EMKT 46434G103 1288 24902 SH SOLE 0 0 24902 ISHARES TR CORE MSCI TOTAL 46432F834 682 11740 SH SOLE 0 0 11740 ISHARES TR CORE S&P500 ETF 464287200 1576 5537 SH SOLE 0 0 5537 ISHARES TR CORE S&P MCP ETF 464287507 905 4780 SH SOLE 0 0 4780 ISHARES TR CORE S&P SCP ETF 464287804 339 4390 SH SOLE 0 0 4390 ISHARES TR CORE S&P TTL STK 464287150 2387 37068 SH SOLE 0 0 37068 ISHARES TR CORE TOTAL USD 46434V613 573 11325 SH SOLE 0 0 11325 ISHARES TR CORE US AGGBD ET 464287226 1581 14492 SH SOLE 0 0 14492 ISHARES TR CRE U S REIT ETF 464288521 589 11397 SH SOLE 0 0 11397 ISHARES INC MIN VOL EMRG MKT 464286533 346 5830 SH SOLE 0 0 5830 ISHARES TR MIN VOL USA ETF 46429B697 426 7240 SH SOLE 0 0 7240 ISHARES GOLD TRUST ISHARES 464285105 573 46311 SH SOLE 0 0 46311 ISHARES TR IBOXX INV CP ETF 464287242 519 4358 SH SOLE 0 0 4358 ISHARES TR JPMORGAN USD EMG 464288281 396 3595 SH SOLE 0 0 3595 ISHARES TR MBS ETF 464288588 376 3540 SH SOLE 0 0 3540 ISHARES TR NATIONAL MUN ETF 464288414 269 2419 SH SOLE 0 0 2419 ISHARES TR RUSSELL 2000 ETF 464287655 641 4187 SH SOLE 0 0 4187 ISHARES TR S&P 500 GRWT ETF 464287309 459 2664 SH SOLE 0 0 2664 ISHARES TR S&P 500 VAL ETF 464287408 298 2647 SH SOLE 0 0 2647 ISHARES TR TIPS BD ETF 464287176 281 2484 SH SOLE 0 0 2484 JOHNSON & JOHNSON COM 478160104 1084 7757 SH SOLE 0 0 7757 JPMORGAN CHASE & CO COM 46625H100 1389 13724 SH SOLE 0 0 13724 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 389 7044 SH SOLE 0 0 7044 LOCKHEED MARTIN CORP COM 539830109 269 895 SH SOLE 0 0 895 LOWES COS INC COM 548661107 381 3476 SH SOLE 0 0 3476 LUMENTUM HLDGS INC COM 55024U109 212 3750 SH SOLE 0 0 3750 MARATHON PETE CORP COM 56585A102 325 5425 SH SOLE 0 0 5425 MCDONALDS CORP COM 580135101 328 1725 SH SOLE 0 0 1725 MERCK & CO INC COM 58933Y105 1111 13272 SH SOLE 0 0 13272 MICROSOFT CORP COM 594918104 2722 23082 SH SOLE 0 0 23082 NETFLIX INC COM 64110L106 234 657 SH SOLE 0 0 657 NORFOLK SOUTHERN CORP COM 655844108 208 1115 SH SOLE 0 0 1115 NOVARTIS A G SPONSORED ADR 66987V109 214 2224 SH SOLE 0 0 2224 PAYPAL HLDGS INC COM 70450Y103 363 3496 SH SOLE 0 0 3496 PEPSICO INC COM 713448108 230 1877 SH SOLE 0 0 1877 PFIZER INC COM 717081103 1046 24621 SH SOLE 0 0 24621 PROCTER AND GAMBLE CO COM 742718109 1019 9793 SH SOLE 0 0 9793 REGIONS FINL CORP NEW COM 7591EP100 146 10301 SH SOLE 0 0 10301 ROYAL BK CDA MONTREAL QUE COM 780087102 234 3102 SH SOLE 0 0 3102 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 740 11815 SH SOLE 0 0 11815 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1702 32551 SH SOLE 0 0 32551 SCHWAB STRATEGIC TR US TIPS ETF 808524870 261 4750 SH SOLE 0 0 4750 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 914 15704 SH SOLE 0 0 15704 SIRIUS XM HLDGS INC COM 82968B103 103 18214 SH SOLE 0 0 18214 SKYWORKS SOLUTIONS INC COM 83088M102 460 5574 SH SOLE 0 0 5574 SOUTHERN CO COM 842587107 404 7820 SH SOLE 0 0 7820 SPDR GOLD TRUST GOLD SHS 78463V107 857 7024 SH SOLE 0 0 7024 SPDR S&P 500 ETF TR TR UNIT 78462F103 2749 9688 SH SOLE 0 0 9688 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 228 3825 SH SOLE 0 0 3825 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 591 15547 SH SOLE 0 0 15547 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 811 2341 SH SOLE 0 0 2341 TAPESTRY INC COM 876030107 259 7882 SH SOLE 0 0 7882 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 202 2724 SH SOLE 0 0 2724 HOME DEPOT INC COM 437076102 686 3573 SH SOLE 0 0 3573 UNITED PARCEL SERVICE INC CL B 911312106 437 3908 SH SOLE 0 0 3908 UNITEDHEALTH GROUP INC COM 91324P102 269 1090 SH SOLE 0 0 1090 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 527 2030 SH SOLE 0 0 2030 VANGUARD GROUP DIV APP ETF 921908844 346 3143 SH SOLE 0 0 3143 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 481 11727 SH SOLE 0 0 11727 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 619 14576 SH SOLE 0 0 14576 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 441 5073 SH SOLE 0 0 5073 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 337 3852 SH SOLE 0 0 3852 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 415 5199 SH SOLE 0 0 5199 VERIZON COMMUNICATIONS INC COM 92343V104 660 11159 SH SOLE 0 0 11159 VISA INC COM CL A 92826C839 365 2335 SH SOLE 0 0 2335 WALMART INC COM 931142103 1568 15989 SH SOLE 0 0 15989 DISNEY WALT CO COM DISNEY 254687106 472 4247 SH SOLE 0 0 4247 WASTE MGMT INC DEL COM 94106L109 445 4281 SH SOLE 0 0 4281 WISDOMTREE TR INTL EQUITY FD 97717W703 324 6396 SH SOLE 0 0 6396 WISDOMTREE TR US QTLY DIV GRT 97717X669 1056 24533 SH SOLE 0 0 24533 YOGAWORKS INC COM 986005106 46 50140 SH SOLE 0 0 50140 ZOETIS INC CL A 98978V103 213 2113 SH SOLE 0 0 2113