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| Name: |
Heron Bay Capital Management |
| City: |
BLOOMFIELD HILLS |
| State: |
MI |
| Zip: |
48304 |
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data |
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| Holdings
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7 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOOG |
Alphabet Inc |
39 |
- |
$171.58 |
$2,715,000 |
19,267 |
0.63% |
175,000 |
0 |
0 |
Search Engines & Info... |
|
|
IVV |
iShares Core S&P 500 Etf |
44 |
- |
$522.66 |
$1,737,000 |
3,636 |
0.4% |
176,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
UNH |
Unitedhealth Group Inc |
49 |
- |
$507.03 |
$862,000 |
1,637 |
0.2% |
37,000 |
0 |
0 |
Health Care Plans |
|
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BRK.A |
Berkshire Hathaway Inc |
59 |
- |
$615,835.00 |
$543,000 |
1 |
0.13% |
12,000 |
0 |
0 |
Property & Casualty I... |
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DIS |
Walt Disney Co |
64 |
- |
$105.80 |
$429,000 |
4,750 |
0.1% |
44,000 |
0 |
0 |
Entertainment - Diver... |
|
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AVK |
Advent Claymore Convertible... |
65 |
- |
$12.15 |
$400,000 |
35,114 |
0.09% |
32,000 |
0 |
0.175 |
Closed - End Fund - Debt |
|
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CB |
Chubb Ltd (ACE Ltd) |
66 |
- |
$254.04 |
$349,000 |
1,545 |
0.08% |
27,000 |
0 |
0 |
Property & Casualty I... |
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