UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calender Year or Quarter Ended: December 31, 1999
Institutional Investment Manager Filing this Report:
Name: Libbie Agran Financial Services
Address: 2150 Colorado Avenue
Suite 250
Santa Monica, CA 90404
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Margaret Shin
Title: Financial Planner
Phone: 310-586-1828
Signature, Place, and Date of Signing:
Margaret Shin Santa Monica , California February 11, 2000
Report Type
[X] 13F HOLDINGS REPORT
List of Other Managers Reporting for this Manager: None
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers:
Form 13F Information Table Entry Total: 129
Form 13F Information Table Value Total: $523,594
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FORM 13F INFORMATION TABLE
InvestmentOther Voting
Name of Issuer Title of ClasCUSIP Value (x $1,00# of SharesDiscretionManagers Authority
- -------------------- ------------- ----------------------------------------------------------------------------
ABBOTT LABS COM common 002824100 731 20128 sole none sole
AMAZON COM INC COM common 023135106 668 8770 sole none sole
AMERICA ONLINE INC DEL COM common 02364J104 10857 143088 sole none sole
AMERICAN EXPRESS CO COM common 025816109 2799 16836.7 sole none sole
AMERICAN HOME PRODS CP COM common 026609107 1405 35808 sole none sole
AMERICAN INTL GROUP COM common 026874107 652 6029 sole none sole
AMERICAN STS WTR CO COM common 029899101 263 7300 sole none sole
AMERICAN WTR WKS INC COM common 030411102 459 21592.415 sole none sole
APPLIED MATLS INC COM common 038222105 6069 47903 sole none sole
ARDEN GROUP INC CL A common 039762109 531 14740 sole none sole
ARDEN RLTY GROUP INC COM common 039793104 660 32900 sole none sole
AT&T CORP COM common 001957109 3593 70708.31 sole none sole
AT&T CORP COM LIB GRP A common Cl A 001957208 810 14262 sole none sole
AUTOMATIC DATA PROCESS COM common 053015103 1013 18800 sole none sole
AVERY DENNISON CORP COM common 053611109 2570 35264 sole none sole
AVIGEN INC COM common 053690103 435 14036 sole none sole
BANKAMERICA CORP NEW COM common 060505104 1795 35773.758 sole none sole
BELL ATLANTIC CORP COM common 077853109 1566 25435.431 sole none sole
BELLSOUTH CORP COM common 079860102 2928 62546 sole none sole
BERKSHIRE HATHAWAY INC CL A Class A 084670108 9200 1640 sole none sole
BERKSHIRE HATHAWAY INC CL B Class B 084670207 3788 2070 sole none sole
BESTFOODS COM common 08658U101 207 3940 sole none sole
BLACK BOX CORP DEL COM common 091826107 462 6900 sole none sole
BP AMOCO P L C SPONSORED ADR common 055622104 516 8692 sole none sole
BRISTOL MYERS SQUIBB COM common 110122108 9527 148419.501 sole none sole
BROADCOM CORP CL A Class A 111320107 3582 13150 sole none sole
BROADWING INC COM common 111620100 271 7340 sole none sole
BUENOS AIRES EMBOTELLA SPON ADR B common 119424208 1 73173 sole none sole
BURLINGTON NRTHN SANTA COM common 12189T104 224 9252 sole none sole
CADBURY SCHWEPPES DEL PFD QIPS8.625preferred A 127207207 1102 47292 sole none sole
CHASE MANHATTAN NEW COM common 16161A108 336 4319 sole none sole
CHASE PFD CAPITAL CORP PFD SER A preferred A 161637202 908 38624 sole none sole
CHEVRON CORPORATION COM common 166751107 1479 17078.494 sole none sole
CISCO SYS INC COM common 17275R102 34553 322549 sole none sole
CITIGROUP INC COM common 172967101 4396 78942.616 sole none sole
CLOROX CO DEL COM common 189054109 1234 24495.34 sole none sole
COCA COLA CO COM common 191216100 5097 87494.428 sole none sole
COLGATE PALMOLIVE CO COM common 194162103 1887 29035.853 sole none sole
COMPAQ COMPUTER CORP COM common 204493100 2468 91200.373 sole none sole
CONSOLIDATED EDISON COM common 209115104 912 26446 sole none sole
DISNEY WALT CO COM common 254687106 1118 38237.712 sole none sole
DOMINION RES INC VA COM common 25746U109 1732 44120 sole none sole
DUKE ENERGY CORP COM common 264399106 718 14321 sole none sole
E M C CORP MASS COM common 268648102 3610 33044 sole none sole
EDISON INTL COM common 281020107 435 16624.937 sole none sole
EMERSON ELEC CO COM common 291011104 2412 42044.343 sole none sole
ENRON CORP COM common 293561106 362 8150 sole none sole
EQUITY INCOME FD UT 1 EX SR-ATT common 294700703 17297 85260.968 sole none sole
EXXON MOBIL CORP COM common 30231G102 6627 82256.247 sole none sole
FEDERAL HOME LN MTG CP COM common 313400301 306 6511 sole none sole
FEDERAL NATL MTG ASSN COM common 313586109 994 15920.471 sole none sole
FIRST TENN NATL CORP COM common 337162101 1034 36298 sole none sole
FPL GROUP INC COM common 302571104 285 6657 sole none sole
GAP INC DEL COM common 364760108 910 19791.239 sole none sole
GENERAL ELEC CO COM common 369604103 27481 177585.225 sole none sole
GILLETTE CO COM common 375766102 318 7729.461 sole none sole
GOLDMAN SACHS GROUP COM common 38141G104 2644 28075 sole none sole
GTE CORP COM common 362320103 5510 78093.593 sole none sole
GUIDANT CORP COM common 401698105 282 6000 sole none sole
HARLEY DAVIDSON INC COM common 412822108 487 7604 sole none sole
HEALTH CARE PPTY INVS COM common 421915109 2407 100801.219 sole none sole
HEWLETT PACKARD CO COM common 428236103 757 6657.613 sole none sole
HOME DEPOT INC COM common 437076102 13745 199924.884 sole none sole
HRPT PPTYS TR COM SH BEN INT common 40426W101 1472 163535.6 sole none sole
HSB GROUP INC COM common 40428N109 264 7800 sole none sole
INTEL CORP COM common 458140100 29428 357520.307 sole none sole
INTERNATIONAL BUS MACH COM common 459200101 7780 72124.573 sole none sole
INTERNATIONAL BUS MACH COM PFR A common 459200309 291 11425 sole none sole
JOHNSON & JOHNSON COM common 478160104 1311 14061.43 sole none sole
KANSAS CITY SOUTHN IND COM common 485170104 280 3750 sole none sole
KEYSPAN ENERGY COM common 49337W100 296 12750 sole none sole
KINDER MORGAN ENERGY UT LTD PARTNERcommon 494550106 665 16044 sole none sole
LEAP WIRELESS INTL INC COM common 521863100 1915 24397 sole none sole
LILLY ELI & CO COM common 532457108 3626 54524.838 sole none sole
LUCENT TECHNOLOGIES COM common 549463107 14363 191504.247 sole none sole
MBNA CORP COM common 55262L100 510 18699.599 sole none sole
MCDONALDS CORP COM common 580135101 2222 55111.223 sole none sole
MCI WORLDCOM INC COM common 55268B106 9944 187409 sole none sole
MEDTRONIC INC COM common 585055106 2112 57960 sole none sole
MERCK & CO INC COM common 589331107 11721 174446.553 sole none sole
MICROSOFT CORP COM common 594918104 23310 199657 sole none sole
MINNESOTA MNG & MFG CO COM common 604059105 749 7652 sole none sole
MORGAN STAN DEAN WITTR COM NEW common 617446448 1062 7438.447 sole none sole
NOKIA CORP SPONSORED ADR common 654902204 2807 14690 sole none sole
NORFOLK SOUTHERN CORP COM common 655844108 253 12350 sole none sole
NORTHERN BORDER PARTNR UNIT LTD PARcommon 664785102 334 14500 sole none sole
ORACLE CORP COM common 68389X105 4708 42015 sole none sole
PFIZER INC COM common 717081103 4015 123783.074 sole none sole
PG&E CORP COM common 69331C108 223 10864 sole none sole
PLUM CREEK TIMBER CO COM common 729251108 390 15600 sole none sole
PROCTER & GAMBLE CO COM common 742718109 7369 67259.926 sole none sole
QUALCOMM INC COM common 747525103 84734 481101 sole none sole
ROYAL DUTCH PETE CO NY REG GLD1.25 common 780257804 1538 25399 sole none sole
SBC COMMUNICATIONS INC COM common 78387G103 6952 142612.815 sole none sole
SCHERING PLOUGH CORP COM common 806605101 3587 84641.572 sole none sole
SENIOR HSG PPTYS TR SH BEN INT common 81721M109 209 16900.353 sole none sole
SIEBEL SYS INC COM common 826170102 3723 44320 sole none sole
SIMON PPTY GROUP NEW COM common 828806109 1634 71237 sole none sole
SJW CORP COM common 784305104 445 3700 sole none sole
SOUTHERN CO COM common 842587107 1325 56385.812 sole none sole
SPRINT CORP COM common 852061100 953 14156.822 sole none sole
SPRINT CORP PCS COM SER 1 common 852061506 372 3630 sole none sole
STAPLES INC COM common 855030102 871 41953 sole none sole
STATE STR CORP COM common 857477103 500 6850 sole none sole
SUBURBAN PROPANE L P UNIT LTD PARTNcommon 864482104 261 15000 sole none sole
SUN MICROSYSTEMS INC COM common 866810104 43948 567529 sole none sole
TENET HEALTHCARE CORP COM common 88033G100 259 11000 sole none sole
TENNESSEE VALLEY AUTHORITY common 880591300 433 20000 sole none sole
TEPPCO PARTNERS L P UT LTD PARTNER common 872384102 425 22000 sole none sole
TEXACO INC COM common 881694103 340 6266 sole none sole
TEXAS INSTRS INC COM common 882508104 2865 29654.698 sole none sole
TEXAS UTILS CO COM common 882848104 486 13670 sole none sole
TIME WARNER INC COM common 887315109 1432 19802.409 sole none sole
TRUE NORTH INC common 897844106 514 11491 sole none sole
UNITED PARCEL SERVICE CL B common Cl B 911312106 228 3300 sole none sole
UNITED WTR RES INC COM common 913190104 263 7700 sole none sole
USWEB CORP COM common 917327108 1134 25526 sole none sole
VERITAS SOFTWARE CO COM common 923436109 644 4500 sole none sole
VIACOM INC CL B common 925524308 242 4000 sole none sole
VODAFONE AIRTOUCH PLC SPONSORED ADRcommon 92857T107 693 13990 sole none sole
WAL MART STORES INC COM common 931142103 2111 30535 sole none sole
WASHINGTON R EST IN TR SH BEN INT common 939653101 189 12600 sole none sole
WEINGARTEN RLTY INVS SH BEN INT common 948741103 1230 31599.502 sole none sole
WELLS FARGO & CO DEL COM common 949746101 1605 39679.504 sole none sole
WILLIAMS COS INC DEL COM common 969457100 2850 93247.982 sole none sole
WILLIAMS SONOMA INC COM common 969904101 488 10600 sole none sole
YAHOO INC COM common 984332106 357 825 sole none sole
ZEBRA TECHNOLOGIES CP CL A common Cl A 989207105 3234 55274 sole none sole
ZIONS BANCORPORATION COM common 989701107 3676 62106 sole none sole
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