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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
ROOSEVELT INVESTMENT GROUP INC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-08-11) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES CORE MSCI EAFE ETF    (EXCHANGE TRADED FUNDS) IEFA 83,533,000 1,461,388 8.24%
APPLE INC    (COMMON STOCK) AAPL 53,087,000 145,524 5.24%
MICROSOFT CORP    (COMMON STOCK) MSFT 49,620,000 243,821 4.90%
AMAZON COM INC    (COMMON STOCK) AMZN 48,595,000 17,614 4.79%
FACEBOOK INC    (COMMON STOCK) FB 25,643,000 112,929 2.53%
ALPHABET INC - CLASS A    (COMMON STOCK) GOOGL 25,510,000 17,990 2.51%
VANGUARD VALUE ETF    (EXCHANGE TRADED FUNDS) VTV 25,038,000 251,410 2.47%
OLD DOMINION FREIGHT LNS    (COMMON STOCK) ODFL 24,582,000 144,951 2.42%
MICROCHIP TECHNOLOGY INC    (COMMON STOCK) MCHP 23,313,000 221,376 2.30%
NEXTERA ENERGY INC    (COMMON STOCK) NEE 22,214,000 92,491 2.19%
JOHNSON & JOHNSON    (COMMON STOCK) JNJ 21,119,000 150,173 2.08%
WISDOMTREE EMRGNG MKTS EX-STATE OWNED ENT    (EXCHANGE TRADED FUNDS) XSOE 20,137,000 673,252 1.98%
BERKSHIRE HATHAWAY CL B    (COMMON STOCK) BRK/B 19,905,000 111,504 1.96%
HOME DEPOT INC    (COMMON STOCK) HD 19,021,000 75,927 1.87%
JPMORGAN CHASE & CO    (COMMON STOCK) JPM 18,943,000 201,395 1.87%
CROWN CASTLE INTERNATIONAL CORP.    (COMMON STOCK) CCI 18,771,000 112,166 1.85%
UNION PACIFIC CORP    (COMMON STOCK) UNP 18,383,000 108,728 1.81%
UNITEDHEALTH GROUP INC    (COMMON STOCK) UNH 18,300,000 62,043 1.80%
THE FIDELITY LOW VOLATILITY FACTOR ETF    (EXCHANGE TRADED FUNDS) 18,228,000 498,310 1.80%
ISHARES US DIVIDEND AND BUYBACK ETF    (EXCHANGE TRADED FUNDS) 17,320,000 635,363 1.71%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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