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Institutional Investment Manager
Stanford Investment Group, Inc.
Stanford Investment Group, Inc. (CIK: 0001377633) incorporated in California, located at 2570 W. El Camino Real, Suite 520, Mountain View, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 379 holdings with a total value of $205,240,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 BANK AMER CORP 3,806 84,000 0.04%
102 WISDOMTREE TR 1,000 83,000 0.04%
103 ISHARES TR 625 83,000 0.04%
104 ISHARES INC 2,060 82,000 0.04%
105 PROCTER AND GAMBLE CO 942 79,000 0.04%
106 RYDEX ETF TRUST 800 77,000 0.04%
107 TRACTOR SUPPLY CO 1,000 76,000 0.04%
108 PROSHARES INFLATN EXPECTNS ETF 2,620 76,000 0.04%
109 PUBLIC STORAGE 326 73,000 0.04%
110 BRISTOL MYERS SQUIBB CO 1,244 73,000 0.04%
111 ISHARES TR 511 70,000 0.03%
112 SCHWAB CHARLES CORP 1,772 70,000 0.03%
113 NETAPP INC 1,971 70,000 0.03%
114 PRICELINE GRP INC 47 69,000 0.03%
115 AMERICAN EXPRESS CO 932 69,000 0.03%
116 TORONTO DOMINION BK ONT 1,400 69,000 0.03%
117 VENTAS INC 1,100 69,000 0.03% PRN
118 Linear Technology Corp 1,075 67,000 0.03%
119 RAYTHEON CO 474 67,000 0.03%
120 CVS HEALTH CORP 829 65,000 0.03%
121 TEMPLETON GLOBAL INCOME FD 10,050 65,000 0.03%
122 INTERMOLECULAR INC 67,246 64,000 0.03%
123 WASTE MGMT INC DEL 900 64,000 0.03%
124 ENTERPRISE PRODS PARTNERS L 2,300 62,000 0.03% PRN
125 BAKER HUGHES INC 919 60,000 0.03%
126 TORTOISE MLP FD INCORPORATED 3,163 60,000 0.03%
127 ISHARES TR 423 60,000 0.03%
128 PAYCHEX INC 965 59,000 0.03%
129 ISHARES TR 1,170 59,000 0.03%
130 MORNINGSTAR INC 800 59,000 0.03%
131 SCHWAB US DIVIDEND EQUITY ETF 1,332 58,000 0.03%
132 US BANCORP DEL 1,106 57,000 0.03%
133 GOLDMAN SACHS GROUP INC 236 57,000 0.03%
134 SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY IND 2,000 57,000 0.03%
135 NIKE INC 1,111 56,000 0.03%
136 EMERSON ELEC CO 1,000 56,000 0.03%
137 ISHARES TR 1,540 54,000 0.03%
138 BAXTER INTL INC 1,191 53,000 0.03%
139 Support.Com Inc 61,949 53,000 0.03%
140 SPIRIT RLTY CAP INC NEW 4,815 52,000 0.03%
141 NETFLIX INC 411 51,000 0.02%
142 ANALOG DEVICES INC 700 51,000 0.02%
143 SALESFORCE COM INC 723 49,000 0.02%
144 UNITEDHEALTH GROUP INC 307 49,000 0.02%
145 ISHARES TR 288 48,000 0.02%
146 SELECT SECTOR SPDR TR 978 47,000 0.02%
147 AMGEN INC 324 47,000 0.02%
148 ISHARES TR 445 47,000 0.02%
149 SYSCO CORP 850 47,000 0.02%
150 BLACKROCK TAX MUNICPAL BD TR SHS 2,150 46,000 0.02%
Page 3 of 8

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-004151, filed 2017.02.02).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.