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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

ROOSEVELT INVESTMENT GROUP INC INSTITUTION : ROOSEVELT INVESTMENT GROUP INC
Portfolio Performance Summary
Percentage Change
Today:
0 Percentage Change
From 2020-06-30:
0
Value Change
Today:
0 Value Change
From 2020-06-30:
0
* Numbers do not include bonds, prefer shares, options, stocks listed in Pink Sheets and Bulletin Board
Portfolio Performance
Company Ticker Current
Holdings
Current
Price
Current Price
Change
Price On
2020-06-30
Price Change
From 2020-06-30
ABBOTT LABORATORIES    (COMMON STOCK)ABT2398N/AN/AN/AN/A
ABBVIE INC    (COMMON STOCK)ABBV3514N/AN/AN/AN/A
ALLEGHANY CORP.    (COMMON STOCK)Y4536N/AN/AN/AN/A
ALPHABET INC - CLASS C    (COMMON STOCK)GOOG1243N/AN/AN/AN/A
ALPHABET INC - CLASS A    (COMMON STOCK)GOOGL17990N/AN/AN/AN/A
AMAZON COM INC    (COMMON STOCK)AMZN17614N/AN/AN/AN/A
AMERICAN EXPRESS COMPANY    (COMMON STOCK)AXP6757N/AN/AN/AN/A
AMERIS BANCORP    (COMMON STOCK)ABCB10422N/AN/AN/AN/A
AMGEN INC    (COMMON STOCK)AMGN866N/AN/AN/AN/A
ANWORTH MORTGAGE ASSET CORP    (REAL ESTATE INVESTMENT TRUST (REIT))ANH78265N/AN/AN/AN/A
APOLLO COMMERCIAL REAL ESTSTE FINANCE, INC    (REAL ESTATE INVESTMENT TRUST (REIT))ARI37877N/AN/AN/AN/A
APPLE INC    (COMMON STOCK)AAPL145524N/AN/AN/AN/A
ARES CAP CORP COM    (BUSINESS DEVELOPMENT COMPANIES)ARCC33239N/AN/AN/AN/A
BERKSHIRE HATHAWAY CL A    (COMMON STOCK)BRK.A5N/AN/AN/AN/A
BERKSHIRE HATHAWAY CL B    (COMMON STOCK)BRK/B111504N/AN/AN/AN/A
BLACKROCK CORE BOND TRUST    (CLOSED END FUNDS-FIXED INCOME)BHK12551N/AN/AN/AN/A
BLACKROCK DEBT STRATEGIES FUND, INC.    (CLOSED END FUNDS-FIXED INCOME)37124N/AN/AN/AN/A
BLACKROCK TCP CAPITAL CORP.    (BUSINESS DEVELOPMENT COMPANIES)54680N/AN/AN/AN/A
BLACKSTONE GROUP LP    (COMMON STOCK)9064N/AN/AN/AN/A
BOEING CO COM    (COMMON STOCK)BA1976N/AN/AN/AN/A
BOOKING HOLDINGS INC    (COMMON STOCK)373N/AN/AN/AN/A
BRISTOL-MYERS SQUIBB CO    (COMMON STOCK)BMY25335N/AN/AN/AN/A
BROADCOM INC    (COMMON STOCK)2436N/AN/AN/AN/A
CME GROUP INC    (COMMON STOCK)CME13032N/AN/AN/AN/A
CVS HEALTH CORP    (COMMON STOCK)CVS18346N/AN/AN/AN/A
CAPITAL SOUTHWEST CORPORATION    (BUSINESS DEVELOPMENT COMPANIES)CSWC27244N/AN/AN/AN/A
CARRIER GLOBAL CORP    (COMMON STOCK)337203N/AN/AN/AN/A
CHENIERE ENERGY INC    (COMMON STOCK)LNG7200N/AN/AN/AN/A
CISCO SYSTEMS INC    (COMMON STOCK)CSCO13044N/AN/AN/AN/A
COMCAST CORP NEW CL A    (COMMON STOCK)CMCSA42046N/AN/AN/AN/A
CONAGRA FOODS INC    (COMMON STOCK)CAG38206N/AN/AN/AN/A
CONOCOPHILLIPS    (COMMON STOCK)COP9162N/AN/AN/AN/A
CONSTELLATION BRANDS    (COMMON STOCK)STZ91398N/AN/AN/AN/A
COSTCO WHSL CORP    (COMMON STOCK)COST2425N/AN/AN/AN/A
CRITEO SA-SPON ADR    (AMERICAN DEPOSITORY)CRTO21346N/AN/AN/AN/A
CROWN CASTLE INTERNATIONAL CORP.    (COMMON STOCK)CCI112166N/AN/AN/AN/A
CUMMINS INC COM    (COMMON STOCK)CMI1361N/AN/AN/AN/A
DISNEY WALT CO    (COMMON STOCK)DIS6605N/AN/AN/AN/A
DISCOVER FINANCIAL SVCS    (COMMON STOCK)DFS190017N/AN/AN/AN/A
DISCOVERY COMMUN SER A SERIES A    (COMMON STOCK)DISCA48657N/AN/AN/AN/A
DOMINION RESOURCES INC VA    (COMMON STOCK)D3379N/AN/AN/AN/A
DYNEX CAPITAL, INC.    (REAL ESTATE INVESTMENT TRUST (REIT))42562N/AN/AN/AN/A
ECHOSTAR CORPORATION A    (COMMON STOCK)SATS10307N/AN/AN/AN/A
ENPLOYERS HOLDINGS INC    (COMMON STOCK)EIG12730N/AN/AN/AN/A
ENTERPRISE PRD PRTNRS LP    (COMMON STOCK)EPD17764N/AN/AN/AN/A
EQUINOR ASA-SPON ADR    (AMERICAN DEPOSITORY)49035N/AN/AN/AN/A
ERICSSON LM TEL CO ADR    (AMERICAN DEPOSITORY)ERIC142493N/AN/AN/AN/A
EXXON MOBIL CORPORATION    (COMMON STOCK)XOM11058N/AN/AN/AN/A
FACEBOOK INC    (COMMON STOCK)FB112929N/AN/AN/AN/A
THE FIDELITY LOW VOLATILITY FACTOR ETF    (EXCHANGE TRADED FUNDS)498310N/AN/AN/AN/A
FIRST REPUBLIC BANK/ CA    (COMMON STOCK)FRC94856N/AN/AN/AN/A
FORD MOTOR COMPANY    (COMMON STOCK)F10627N/AN/AN/AN/A
GW PHARMACEUTICALS - ADR    (AMERICAN DEPOSITORY)GWPH92169N/AN/AN/AN/A
GENERAL ELECTRIC CO (USD)    (COMMON STOCK)GE20906N/AN/AN/AN/A
GLOBAL X U.S. PREFERRED ETF    (FIXED INCOME ETF)26499N/AN/AN/AN/A
GOLDMAN SACHS GROUP INC    (COMMON STOCK)GS1390N/AN/AN/AN/A
GOLDMAN SACHS ACTIVEBETA US SMALL CAP EQTY    (EXCHANGE TRADED FUNDS)255142N/AN/AN/AN/A
GOLDMAN SACHS BDC INC    (COMMON STOCK)GSBD25957N/AN/AN/AN/A
GRANITE POINT MORTGAGE TRUST, INC.    (REAL ESTATE INVESTMENT TRUST (REIT))13508N/AN/AN/AN/A
HACKETT GROUP    (COMMON STOCK)HCKT11321N/AN/AN/AN/A
HOME DEPOT INC    (COMMON STOCK)HD75927N/AN/AN/AN/A
HONEYWELL INTERNATIONAL INC COM    (COMMON STOCK)HON114022N/AN/AN/AN/A
INTL BUSINESS MACHINES    (COMMON STOCK)IBM4753N/AN/AN/AN/A
THE INVESCO VARIABLE RATE INV. GRAD    (FIXED INCOME ETF)34159N/AN/AN/AN/A
INVESCO DYNAMIC CREDIT OPP    (FIXED INCOME ETF)VTA44697N/AN/AN/AN/A
INVESCO HIGH INCOME 2024 TARGET TERM FUND    (CLOSED END FUNDS-FIXED INCOME)16215N/AN/AN/AN/A
INVESCO VARIABLE RATE PREFERRED ETF    (FIXED INCOME ETF)31491N/AN/AN/AN/A
ISHARES GOLD TRUST    (COMMON STOCK)IAU15082N/AN/AN/AN/A
ISHARES CORE S&P TOTAL US STOCK MARKET ETF    (EXCHANGE TRADED FUNDS)ISI11841N/AN/AN/AN/A
ISHARES MSCI EAFE ETF    (EXCHANGE TRADED FUNDS)EFA7794N/AN/AN/AN/A
ISHARES TR RUSSELL MCP VL    (EXCHANGE TRADED FUNDS)IWS46996N/AN/AN/AN/A
ISHARES CORE MSCI EAFE ETF    (EXCHANGE TRADED FUNDS)IEFA1461388N/AN/AN/AN/A
ISHARES 0-5 YE INV GRADE CORPORATE    (FIXED INCOME ETF)SLQD6456N/AN/AN/AN/A
ISHARES U.S. FALLEN ANGELS USD BOND    (FIXED INCOME ETF)11911N/AN/AN/AN/A
ISHARES US DIVIDEND AND BUYBACK ETF    (EXCHANGE TRADED FUNDS)635363N/AN/AN/AN/A
JPMORGAN CHASE & CO    (COMMON STOCK)JPM201395N/AN/AN/AN/A
JPMORGAN BETABUILDERS CANADA ETF    (EXCHANGE TRADED FUNDS)476836N/AN/AN/AN/A
JEFFERIES FINANCIAL GRP INC    (COMMON STOCK)60478N/AN/AN/AN/A
JOHNSON & JOHNSON    (COMMON STOCK)JNJ150173N/AN/AN/AN/A
KEYSIGHT TECHNOLOGIES INC    (COMMON STOCK)KEYS163546N/AN/AN/AN/A
KINDER MORGAN INC    (COMMON STOCK)KMI12413N/AN/AN/AN/A
LAM RESEARCH CORPORATION    (COMMON STOCK)LRCX1000N/AN/AN/AN/A
LAMB WESTON HOLDINGS, INC.    (COMMON STOCK)219375N/AN/AN/AN/A
LIBERTY BROADBAND-A    (COMMON STOCK)LBRDA5759N/AN/AN/AN/A
ELI LILLY & CO    (COMMON STOCK)LLY2778N/AN/AN/AN/A
LOCKHEED MARTIN CORP    (COMMON STOCK)LMT38602N/AN/AN/AN/A
MFA MORTGAGE INVESTMENT    (REAL ESTATE INVESTMENT TRUST (REIT))MFA71308N/AN/AN/AN/A
MSCI INC CLASS A    (COMMON STOCK)MXB2250N/AN/AN/AN/A
THE MACERICH COMPANY    (REAL ESTATE INVESTMENT TRUST (REIT))MAC25377N/AN/AN/AN/A
MAGNOLIA OIL & GAS CORPORATION    (COMMON STOCK)68058N/AN/AN/AN/A
MARKETAXESS HLDGS INC COM    (COMMON STOCK)MKTX27725N/AN/AN/AN/A
MASTERCARD INC    (COMMON STOCK)MA49816N/AN/AN/AN/A
MC DONALDS CORP    (COMMON STOCK)MCD3960N/AN/AN/AN/A
MERCK & CO INC NEW    (COMMON STOCK)MRK5737N/AN/AN/AN/A
MERITAGE HOMES CORP COM    (COMMON STOCK)MTH6271N/AN/AN/AN/A
MICROSOFT CORP    (COMMON STOCK)MSFT243821N/AN/AN/AN/A
MICROCHIP TECHNOLOGY INC    (COMMON STOCK)MCHP221376N/AN/AN/AN/A
MONDELEZ INTERNATIONAL INC    (COMMON STOCK)MDLZ5957N/AN/AN/AN/A
NETFLIX INC COM    (COMMON STOCK)NFLX2260N/AN/AN/AN/A
NEW MOUNTAIN FINANCE CORPORATION    (BUSINESS DEVELOPMENT COMPANIES)NMFC31219N/AN/AN/AN/A
NEXTERA ENERGY INC    (COMMON STOCK)NEE92491N/AN/AN/AN/A
NEXTERA ENERGY PTNRS COM UNIT PART IN    (COMMON STOCK)NEP31213N/AN/AN/AN/A
NOVO-NORDISK A-S ADR    (AMERICAN DEPOSITORY)NVO4128N/AN/AN/AN/A
NUVEEN AMT-FREE MUNICIPAL INC FD    (FIXED INCOME ETF)NEA27702N/AN/AN/AN/A
NVIDIA CORP    (COMMON STOCK)NVDA19033N/AN/AN/AN/A
NUVEEN PFD & CV INC FD COM SHS    (CLOSED END FUNDS-FIXED INCOME)JQC11133N/AN/AN/AN/A
NUVEEN REAL ASSET INCOME AND GROWTH FUND    (CLOSED END FUNDS-EQUITY)JRI26724N/AN/AN/AN/A
OLD DOMINION FREIGHT LNS    (COMMON STOCK)ODFL144951N/AN/AN/AN/A
PNC FINANCIAL SERVICES GROUP    (COMMON STOCK)PNC1917N/AN/AN/AN/A
PVH CORP    (COMMON STOCK)PVH76311N/AN/AN/AN/A
PAYPAL HOLDINGS INC    (COMMON STOCK)PYPL1350N/AN/AN/AN/A
PENNANTPARK FLOATING RATE CAPITAL LTD.    (BUSINESS DEVELOPMENT COMPANIES)PFLT95885N/AN/AN/AN/A
PEPSICO INC    (COMMON STOCK)PEP1685N/AN/AN/AN/A
PFIZER INC    (COMMON STOCK)PFE240588N/AN/AN/AN/A
PIMCO EXCH TRADED FUND 25 YR ZERO COUPON    (EXCHANGE TRADED FUNDS)ZROZ65910N/AN/AN/AN/A
PRINCIPAL FINANCIAL GP COM    (COMMON STOCK)PFG13008N/AN/AN/AN/A
PROCTER & GAMBLE    (COMMON STOCK)PG12775N/AN/AN/AN/A
PROLOGIS INC    (COMMON STOCK)PLD132842N/AN/AN/AN/A
ULTRA FINANCIALS PROSHARES    (COMMON STOCK)UYG7731N/AN/AN/AN/A
QUALCOMM INC    (COMMON STOCK)QCOM5861N/AN/AN/AN/A
QURATE RETAIL, INC.    (COMMON STOCK)57236N/AN/AN/AN/A
RAYTHEON TECHNOLOGIES CORP    (COMMON STOCK)14821N/AN/AN/AN/A
ROSS STORES INC COM    (COMMON STOCK)ROST171774N/AN/AN/AN/A
S&P GLOBAL INC    (COMMON STOCK)SPGI44733N/AN/AN/AN/A
S P D R S&P 500 ETF TR    (EXCHANGE TRADED FUNDS)SPY6959N/AN/AN/AN/A
SPDR PORTFOLIO S&P EMERGING MARKETS ETF    (EXCHANGE TRADED FUNDS)GMM39142N/AN/AN/AN/A
SPDR PORTFOLIO INTERMED TERM CORP B    (FIXED INCOME ETF)ITR70390N/AN/AN/AN/A
SPDR PORTFOLIO SHORT TERM CORP BOND    (FIXED INCOME ETF)SCPB12258N/AN/AN/AN/A
SPDR PORTFOLIO LARGE CAP ETF    (EXCHANGE TRADED FUNDS)ELR366813N/AN/AN/AN/A
SPDR BBG BARC IG FLOATING RT    (FIXED INCOME ETF)FLRN31772N/AN/AN/AN/A
SALESFORCE.COM INC COM STK    (COMMON STOCK)CRM3500N/AN/AN/AN/A
SEACOR HOLDINGS INC    (CONVERTIBLE BONDS)75000N/AN/AN/AN/A
SELECT SECTOR SPDR TR SBI HEALTHCARE    (EXCHANGE TRADED FUNDS)XLV4601N/AN/AN/AN/A
SHOPIFY INC - CLASS A    (COMMON STOCK)1250N/AN/AN/AN/A
SIMPSON MFG CO INC COM    (COMMON STOCK)SSD2575N/AN/AN/AN/A
SIXTH STREET SPECIALTY LENDING, INC.    (BUSINESS DEVELOPMENT COMPANIES)26841N/AN/AN/AN/A
STARBUCKS CORP    (COMMON STOCK)SBUX5204N/AN/AN/AN/A
STRYKER CORP    (COMMON STOCK)SYK34730N/AN/AN/AN/A
SYNCHRONY FINANCIAL    (COMMON STOCK)SYF29737N/AN/AN/AN/A
TCG BDC, INC.    (BUSINESS DEVELOPMENT COMPANIES)23045N/AN/AN/AN/A
TANGER FACTORY OUTLET COM    (REAL ESTATE INVESTMENT TRUST (REIT))SKT43926N/AN/AN/AN/A
TARGET CORP    (COMMON STOCK)TGT13014N/AN/AN/AN/A
TELEFLEX INC COM    (COMMON STOCK)TFX1554N/AN/AN/AN/A
TESLA MOTORS INC    (COMMON STOCK)TSLA500N/AN/AN/AN/A
THE TRADE DESK, INC. - CLASS A    (COMMON STOCK)1000N/AN/AN/AN/A
THERMO FISHER SCIENTIFIC INC    (COMMON STOCK)TMO44682N/AN/AN/AN/A
3M COMPANY    (COMMON STOCK)MMM1489N/AN/AN/AN/A
TOLL BROTHERS INC    (COMMON STOCK)TOL178364N/AN/AN/AN/A
ULTA SALON COSMETICS & FRAGRANCES, INC    (COMMON STOCK)ULTA1500N/AN/AN/AN/A
UNILEVER N V N Y SHS NEW    (COMMON STOCK)UN5100N/AN/AN/AN/A
UNION PACIFIC CORP    (COMMON STOCK)UNP108728N/AN/AN/AN/A
UNITEDHEALTH GROUP INC    (COMMON STOCK)UNH62043N/AN/AN/AN/A
UNIVERSAL DISPLAY CORP    (COMMON STOCK)PANL24988N/AN/AN/AN/A
Vanguard Dividend Apprec Etf    (EXCHANGE TRADED FUNDS)VIG20447N/AN/AN/AN/A
VANGUARD EUROPE PACIFIC ETF    (EXCHANGE TRADED FUNDS)VEA109374N/AN/AN/AN/A
Vanguard High Dvd Yield Etf    (EXCHANGE TRADED FUNDS)VYM21365N/AN/AN/AN/A
VANGUARD INT-TERM CORPORATE    (FIXED INCOME ETF)VCIT2843N/AN/AN/AN/A
VANGUARD S&P 500 ETF    (EXCHANGE TRADED FUNDS)VOO10160N/AN/AN/AN/A
VANGUARD VALUE ETF    (EXCHANGE TRADED FUNDS)VTV251410N/AN/AN/AN/A
VEREIT, INC.    (REAL ESTATE INVESTMENT TRUST (REIT))120005N/AN/AN/AN/A
VERIZON COMMUNICATIONS    (COMMON STOCK)VZ208569N/AN/AN/AN/A
VERITEX HOLDINGS INC.    (COMMON STOCK)VBTX11180N/AN/AN/AN/A
VERTEX PHARMACEUTICALS    (COMMON STOCK)VRTX56574N/AN/AN/AN/A
VERTIV HOLDINGS LLC    (COMMON STOCK)58585N/AN/AN/AN/A
VISA INC CL A    (COMMON STOCK)V58811N/AN/AN/AN/A
WISDOMTREE EMG MKTS HY EQ    (EXCHANGE TRADED FUNDS)DEM169232N/AN/AN/AN/A
WISDOMTREE BARCLAYS YIELD EN    (FIXED INCOME ETF)32366N/AN/AN/AN/A
WISDOMTREE EMRGNG MKTS EX-STATE OWNED ENT    (EXCHANGE TRADED FUNDS)XSOE673252N/AN/AN/AN/A
MARVELL TECH GROUP LTD ORD    (COMMON STOCK)MRVL381533N/AN/AN/AN/A
APTIV PLC ORDINARY    (COMMON STOCK)195092N/AN/AN/AN/A
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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