William Francis Kuntz 2

2018Annual

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Pull out the substance of this filing.

What was filed

  • 116

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Department of Veterans Affairs, salary

As filed

IRA Z(H)

Fidelity Government Cash Reserves {FDRXX) — Int/Div

Fidelity Growth & Income Retirement Fund (FGRIX) — Int/Div — Buy (add'l)

Brokerage Account #1 (H)

UBS Bank USA Deposit Account APY (cash) — Interest

UBS AG Deposit Account APY (cash) — Interest

Abbott Laboratones. Inc. (ABT) — Int/Div

Abbvie luc. (ABBV) — Int/Div

Aflac Inc. (AFL) — Int/Div

Air Products and Chemicals Inc. (APD) — Int/Div

Akamai Technologies Inc. (AKAM) — None

Alphabet Inc. Cl. C (GOOG) — None

Amazon.com Inc. (AMZN) — None

American Express Co. (AXP) — Int/Div

American Tower Corp REIT (AMT) — Int/Div

Anheuser-Busch Inbev Spons ADR (BUD) — Int/Div

Ansys Inc. (ANSS) — None

Aqua Amer Inc. (WTR) — Int/Div

Automatic Data Processing Inc. (ADP) — Int/Div — Sold (part)

Bank United, Inc. (BKL) — Int/Div

BECKTON DICKENSON & CO. (BDX) — Int/Div

Berkshire Hathaway Inc. New Class B (BRK. B) — None

Brinker Intemational Inc. (EAT) — Int/Div

Bristol Myers Squibb Co. (BMY) — Int/Div

CDK Global Inc. Com. (CDK) — Int/Div

Celgene Corp (CELG) — None

Charter Communications Inc. New Cl A (CHTR) — None

Chevron Corp. (CVX) — Int/Div

Cigna Corp (CI) (Formerly Express Scripts Hidg. Co. (ESRX)) — None — Buy

Coca-Cola Co. Com. (CMCSA) — Int/Div

Comcast Corp New C1 A (CMCSA) — Int/Div

ConocoPhillips (COP) — Int/Div

CVS Health Corp (CVS) — None — Buy

CVS Health Corp (CVS) — Sold

Dentsply Sirona Inc. (XRAY) — Int/Div

Dommion Resources Inc. Va. New (D) — Int/Div

DOWDUPONT INC (DWOP) — Int/Div

Ecolab Inc. (ECL) — Int/Div

Exxon Mobil Corp. (XOM) — Int/Div — Sold (part)

Express Scripts Hidg Co (ESRX) — None — Sold

General Mills Inc. (GIS) — Int/Div

Genuine Parts Co. (GPC) — Int/Div

Gilead Sciences Inc. (GILD) — Int/Div

Honeywell Intl lnc (HON) — Int/Div — Buy

Honeywell Intl lnc (HON) — Sold

Hubbell Inc. Class B (HUBB) — Int/Div

International Business Machines (IBM) — Int/Div — Buy

International Business Machines (IBM) — Sold

Johnson & Johnson Com. (JNJ) — Int/Div

Koninklijke Philips Electronics NS Spon ADR New — Int/Div

Kraft Heinz Co. (KHC) — None — Sold

Linde PLC (LIN) — Int/Div — Buy

LKQ Comp. New (LKQ) — None

Lockheed Martin Corp (LMT) — Int/Div — Buy

Lockheed Martin Corp (LMT) — Sold

Lowes Companies Inc. (LOW) — Int/Div

Marsh & McLennan Cos. Inc. (MMC) — Int/Div — Sold (part)

Merck & Co. Inc. New Com. (MRK) — Int/Div

Meridian Bioscience Inc. (VIVOY (Y)

Microsoft Corp. (MSFT) — Int/Div — Sold (part)

Mondelez Intl Inc. (IMDLZ) — Int/Div

Moodys Corp. (MCO) — Int/Div

Nestle S A Sponsored ADR (NSRGY) — Int/Div

Nextera Energy Inc. Com. (NEE) — Int/Div

Nike Inc. CL. B(NKE) — Int/Div

Norfolk Southern Corp. (NSC) — Int/Div — Sold (part)

Oracle Corp. (ORCL) — Int/Div

Pepsico Inc. (PEP) — Int/Div

Phillips 66 (PSX) — Int/Div

Praxair Inc. (PX) — Int/Div — Sold

Procter & Gamble Co. (PG) — Int/Div — Sold

Resideo Technologies (REZ1) — None — Buy

Resideo Technologies (REZ1) — Sold

ROCKWELL AUTOMATION INC NEW (ROK) — Int/Div — Buy (add'l)

ROCKWELL AUTOMATION INC NEW (ROK) — Sold

Royal Dutch Shell PLC ADS REPSTG 2 CI B(RDS.B) — Int/Div

Schlumberger Ltd. Netherlands Antilles (SLB) — Int/Div — Sold

Stanley Black and Decker Inc. Com. (SWK) — Int/Div

Sysco Corp. (SYY) — Int/Div

TE Connectivity Ltd. Chf. (TEL) — Int/Div

Union Pacific Corp. (UNP) — Int/Div

UnitedHealth Group Inc. (UNH) — None — Sold

United Technologies Corp (UTX) — Int/Div — Buy

United Technologies Corp (UTX) — Sold

US Bancorp Del (New) (LSB) — Int/Div

Visalnc. CIA (V) — Int/Div

Walt Disney Co. Com. (DIS) — Int/Div

IM Co. (MMM) — Int/Div — Sold (part)

ETFMG PRIME CYBER SECURITY ETF (HACK) — Int/Div — Buy (add'l)

Materials Select Sector SPDR Trust ETF (XLB) — Int/Div

Robo Global Robotics (ROBO) — None — Buy

Robo Global Robotics (ROBO) — Buy (add'l)

Robo Global Robotics (ROBO) — Sold

Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div

IRA 43 (H)

UBS Bank USA Deposit Account APY (cash) — Interest

Lord Abbett US Govt Money Mkt Fund (LOCCXX) — Int/Div — Buy

Lord Abbett US Govt Money Mkt Fund (LOCCXX) — Sold (part)

Lord Abbett US Govt Money Mkt Fund (LOCCXX) — Sold (part)

American Funds, Washmgton Mutual Investors Fund CL A (AWSHX) — Int/Div

Blackrock Equity Dividend Fund A (MDDVX) — Int/Div

Clearbridge Large Cap Growth Fund CI. A (SBLGX) — Int/Div

Invesco American Franchise Fund Cl. A (VAFAX) — Int/Div

Putnam Growth Opportunities Fund C1. A (POGAX) — Int/Div

ALLY BANK UT US (CASH) — Interest

CAPT ONE NATL A VA US (CASH) — Interest

MORGAN STANLEY PRIV NY US (CASH) — Interest — Redeemed

MORGAN STANLEY PRIV NY US (CASH) — Buy

JIPMORGAN CHASE BK DE US (CASH) — Interest — Buy (add'l)

LORD ABBETT SHORT DURATION INCOME FUND (LDLAX) — Int/Div — Sold

US. Treasury Bonds — None — Sold (part)

TINT Treasury (X) — None

IRA #4 (H)

BLACKROCK HIGH YIELD BOND A {BHYAX) — Int/Div

BLACKROCK HIGH YIELD BOND ( (BHYCX) — Int/Div

BLACKROCK HIGH YIELD BOND (BHYIX) — Int/Div

Spouse's income — 2018 — Department of Veterans Affairs, salary

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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William Francis Kuntz 2 | Frix