13F Filings History of Bruderman Asset Management, LLC

Latest 13F report
Q2 2022 - 15 Aug 2022
Value $
$55,725,000
Signature - Title
Andrew Klick - Chief Compliance Officer
Location
Locust Valley, NY
Summary
This page shows a list of all the recent 13F filings made by Bruderman Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bruderman Asset Management, LLC reported 64 stock holdings with total value $55,725,000 as of Q2 2022. Top holdings included MSFT, AAPL, NEE, COST, and DUK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 64 $55,725,000 +$2,881,077 -$4,215,678 -$1,334,601 MSFT, AAPL, NEE, COST, DUK 13F-HR 15 Aug 2022, 16:26
Q1 2022 72 $66,278,000 +$2,301,361 -$62,154,698 -$59,853,337 MSFT, AAPL, COST, NEE, GOOGL 13F-HR 12 May 2022, 21:33
Q4 2021 105 $130,790,000 +$1,581,114 -$302,146,079 -$300,564,965 MSFT, NEE, AVGO, AAPL, DUK 13F-HR 14 Feb 2022, 10:13
Q3 2021 125 $398,049,000 +$82,887,097 -$7,627,025 +$75,260,072 NEE, DUK, MSFT, GOOGL, VZ 13F-HR 12 Oct 2021, 21:42
Q2 2021 89 $322,763,000 +$7,323,084 -$63,109,192 -$55,786,108 NEE, DUK, VZ, MSFT, GRMN 13F-HR 13 Jul 2021, 20:55
Q1 2021 119 $359,876,000 +$15,895,439 -$8,206,838 +$7,688,601 NEE, DUK, VZ, GRMN, AVGO 13F-HR 22 Apr 2021, 20:50
Q4 2020 107 $344,276,000 +$59,367,143 -$27,054,020 +$32,313,123 NEE, VZ, DUK, AVGO, GRMN 13F-HR 29 Jan 2021, 10:29
Q3 2020 94 $304,700,000 +$21,731,660 -$29,889,539 -$8,157,879 SPTS, NEE, VZ, DUK, MSFT 13F-HR 14 Oct 2020, 12:18
Q2 2020 89 $302,114,000 +$37,268,203 -$23,576,248 +$13,691,955 SPTS, NEE, VZ, DUK, BCE 13F-HR 05 Aug 2020, 19:49
Q1 2020 82 $252,383,000 +$65,237,220 -$86,924,949 -$21,687,729 SPTS, VZ, DUK, NEE, BCE 13F-HR 28 Apr 2020, 16:31
Q4 2019 92 $320,202,000 +$12,221,697 -$98,790,014 -$86,568,317 VZ, DUK, TTE, MRK, BCE 13F-HR 13 Feb 2020, 14:25
Q3 2019 116 $395,801,000 +$41,124,073 -$76,192,420 -$35,068,347 HEI, VZ, DUK, HEIA, T 13F-HR 14 Nov 2019, 11:43
Q2 2019 115 $423,745,000 +$42,147,066 -$96,845,483 -$54,698,417 HEI, VZ, CSCO, DUK, PFE 13F-HR 12 Aug 2019, 08:27
Q1 2019 628 $455,953,000 +$33,183,470 -$18,740,265 +$14,443,205 HEI, VZ, CSCO, DUK, PFE 13F-HR 14 May 2019, 12:08
Q4 2018 648 $387,858,000 +$66,836,459 -$70,764,137 -$3,927,678 HEI, VZ, PFE, DUK, MRK 13F-HR 11 Feb 2019, 13:37
Q3 2018 347 $435,657,000 +$56,816,751 -$56,397,350 +$419,401 CME, HEI, PFE, VZ, DUK 13F-HR 09 Nov 2018, 17:05
Q2 2018 366 $410,971,000 +$78,617,600 -$87,653,062 -$9,035,462 VZ, CME, TTE, T, RDSB 13F-HR 15 Aug 2018, 10:29
Q1 2018 348 $417,532,000 +$64,765,650 -$30,541,617 +$34,224,033 VZ, T, CME, TTE, CSCO 13F-HR 10 May 2018, 12:08
Q4 2017 123 $393,531,000 +$21,190,292 -$29,174,455 -$7,984,163 VZ, T, BCE, CSCO, RDSB 13F-HR 06 Feb 2018, 16:28
Q3 2017 121 $386,486,000 +$32,204,883 -$36,212,582 -$4,007,699 T, VZ, BCE, SO, RDSB 13F-HR 13 Nov 2017, 08:17
Q2 2017 355 $374,555,000 +$49,551,529 -$25,964,879 +$23,586,650 PM, T, VZ, SO, BCE 13F-HR 10 Aug 2017, 15:27
Q1 2017 114 $346,415,000 +$34,375,191 -$35,098,200 -$723,009 T, PM, VZ, SO, RDSB 13F-HR 09 May 2017, 14:57
Q4 2016 361 $332,016,000 +$24,029,346 -$27,218,244 -$3,188,898 T, VZ, SO, RDSB, PM 13F-HR 13 Feb 2017, 11:15
Q3 2016 376 $334,976,000 +$35,940,994 -$18,749,406 +$17,191,588 T, VZ, SO, PM, BCE 13F-HR 08 Nov 2016, 13:20
Q2 2016 370 $319,484,000 +$38,946,039 -$17,499,291 +$21,446,748 T, VZ, SO, PM, BCE 13F-HR 09 Aug 2016, 13:05
Q1 2016 384 $287,867,000 +$41,449,827 -$32,811,814 +$8,638,013 VZ, T, SO, BCE, GE 13F-HR 09 May 2016, 12:46
Q4 2015 402 $265,396,000 +$28,886,278 -$24,109,670 +$4,776,608 GE, T, VZ, SO, PNW 13F-HR 08 Feb 2016, 15:33
Q3 2015 419 $253,874,000 +$33,638,326 -$30,732,801 +$2,905,525 T, VZ, SO, GE, PNW 13F-HR 19 Nov 2015, 09:41
Q2 2015 433 $260,765,000 +$24,970,004 -$15,493,670 +$9,476,334 T, VZ, GE, TTE, SO 13F-HR 13 Aug 2015, 16:32
Q1 2015 423 $256,339,000 $0 $0 $0 VZ, T, TE, KMI, SO 13F-HR 11 May 2015, 15:56