Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
20
3
1
1
1
0
13
3
1
BIEGEL WALLER LLC

Time Period2018-12-31

Total Holdings73

Total Value ($x1000)169,238
Activities
New8

Increased23

Unchanged10

Decreased32

Sold Out10

Top 10 Stock Holdingstotal 64.9%
ITOT11.95

EEMV11.11

IXUS8.49

EEM8.33

SCZ5.84

 
DAL4.53

IDV4.47

C3.5

IEFA3.48

IHE3.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ITOT
11.95%
CORE S&P TTL STK
EEMV
11.11%
EM MK MINVOL ETF
IXUS
8.49%
CORE MSCITOTAL
EEM
8.33%
MSCI EMG MKT ETF
SCZ
5.84%
EAFE SML CP ETF
DAL
4.53%
COM NEW
IDV
4.47%
INTL SEL DIV ETF
C
3.5%
COM NEW
IEFA
3.48%
CORE MSCI EAFE
IHE
3.2%
U.S. PHARMA ETF
T
2.73%
COM
IWW
2.68%
RUS 3000 VAL ETF
IVW
2.39%
S&P 500 GRWT ETF
DWDP
2.31%
COM
NVR
2.2%
COM
IEMG
2.03%
CORE MSCI EMKT
IWD
1.51%
RUS 1000 VAL ETF
IR
1.48%
SHS
AGN
1.35%
SHS
DGRO
1.35%
CORE DIV GRWTH
MAR
1.02%
CL A
HBMD
0.88%
COM
HD
0.75%
COM
BA
0.67%
COM
AAPL
0.61%
COM
MSFT
0.61%
COM
EFAV
0.57%
EAFE MIN VOL ETF
UNH
0.55%
COM
ALLE
0.47%
ORD SHS
LMT
0.47%
COM
IVV
0.42%
CORE S&P500 ETF
RHT
0.39%
COM
CINF
0.39%
COM
CMA
0.37%
COM
AVY
0.36%
COM
SPY
0.31%
TR UNIT
JNJ
0.31%
COM
TXRH
0.3%
COM
CVX
0.29%
COM
UTX
0.27%
COM
CSCO
0.26%
COM
SEE
0.26%
COM
BAC
0.25%
COM
DIS
0.24%
COM DISNEY
GE
0.23%
COM
ORCL
0.21%
COM
IWF
0.2%
RUS 1000 GRW ETF
BMY
0.18%
COM
NFLX
0.17%
COM
NUE
0.17%
COM
AMZN
0.17%
COM
JPM
0.17%
COM
FIDI
0.17%
INT HG DIV ETF
ISTB
0.16%
CORE STRM USBD
MCD
0.16%
COM
AAL
0.16%
COM
FMS
0.15%
SPONSORED ADR
MMM
0.15%
COM
FB
0.14%
CL A
V
0.14%
COM CL A
DVY
0.14%
SELECT DIVID ETF
XOM
0.13%
COM
PFE
0.13%
COM
ACWI
0.13%
MSCI ACWI ETF
LLY
0.12%
COM
BRK.B
0.12%
CL B NEW
MGEN
0.12%
COM
ABBV
0.12%
COM
IMMU
0.11%
COM
SIRI
0.09%
COM
LLEX
0.07%
COM NEW
CYRN
0.04%
SHS
OTIV
< 0.01%
SHS
SBGI
4.37%
CL A
OC
0.28%
COM
CAT
0.21%
COM
BYD
0.15%
COM
EQIX
0.14%
COM PAR $0.001
QCOM
0.13%
COM
GLD
0.13%
GOLD SHS
WFC
0.13%
COM
EPD
0.12%
COM
FRME
0.12%
COM