UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calender Year or Quarter Ended: March 31, 2000
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 April 18, 2000
Report Type
[X] 13F HOLDINGS REPORT
List of Other Managers Reporting for this Manager: None
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers:
Form 13F Information Table Entry Total: 135
Form 13F Information Table Value Total: $569,992 (IN THOUSANDS)
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FORM 13F INFORMATION TABLE
InvestmentOther Voting
Name of Issuer Title of ClaCUSIP Value (x $1,00# of SharesDiscretionManagers Authority
- -------------------- ------------ ----------------------------------------------------------------------------
3COM CORP COM COM 885535104 1460.434 26255 sole none sole
ABBOTT LABS COM COM 002824100 601.214 17086 sole none sole
AMAZON COM INC COM COM 023135106 558.445 8335 sole none sole
AMERICA ONLINE INC DEL COM COM 02364J104 10220.693 151558 sole none sole
AMERICAN EXPRESS CO COM COM 025816109 2925.237 19640.7 sole none sole
AMERICAN HOME PRODS CP COM COM 026609107 2155.912 40110 sole none sole
AMERICAN INTL GROUP COM COM 026874107 746.242 6815 sole none sole
AMERICAN WTR WKS INC COM COM 030411102 491.521 20695.603 sole none sole
AMGEN INC COM COM 031162100 1771.896 28870 sole none sole
APPLIED MATLS INC COM COM 038222105 11485.399 121861 sole none sole
ARDEN GROUP INC CL A CL A 039762109 404.25 14000 sole none sole
ARDEN RLTY GROUP INC COM COM 039793104 588.696 28201 sole none sole
AT&T CORP COM COM 001957109 3387.738 60159.61 sole none sole
AT&T CORP COM LIB GRP A COM 001957208 863.709 14562 sole none sole
AUTOMATIC DATA PROCESS COM COM 053015103 928.378 19241 sole none sole
AVERY DENNISON CORP COM COM 053611109 2617.383 42864 sole none sole
AVIGEN INC COM COM 053690103 223.787 5036 sole none sole
BANKAMERICA CORP NEW COM COM 060505104 709.846 13537 sole none sole
BELL ATLANTIC CORP COM COM 077853109 1853.52 30323.431 sole none sole
BELLSOUTH CORP COM COM 079860102 2186.906 46654 sole none sole
BERKSHIRE HATHAWAY INC CL A CL A 084670108 8980.4 1570 sole none sole
BERKSHIRE HATHAWAY INC CL B CL B 084670207 3383.38 1859 sole none sole
BLACK BOX CORP DEL COM COM 091826107 512.335 7400 sole none sole
BP AMOCO P L C SPONSORED ADR SPONSORED AD055622104 500.124 9392 sole none sole
BRISTOL MYERS SQUIBB COM COM 110122108 8887.133 153226.43 sole none sole
BROADCOM CORP CL A CL A 111320107 6722.78 27680 sole none sole
BROADWING INC COM COM 111620100 272.956 7340 sole none sole
CACHEFLOW INC COM COM 126946102 687.3 5800 sole none sole
CADBURY SCHWEPPES DEL PFD QIPS8.625ADR 127207207 1114.339 47293 sole none sole
CBS CORP COM COM 12490K107 369.478 6525 sole none sole
CHASE MANHATTAN NEW COM COM 16161A108 374.732 4298 sole none sole
CHASE PFD CAPITAL CORP PFD SER A PFD 161637202 891.253 37625 sole none sole
CHEVRON CORPORATION COM COM 166751107 1578.693 17078.494 sole none sole
CIGNA CORP COM COM 125509109 378.75 5000 sole none sole
CISCO SYS INC COM COM 17275R102 50765.861 656632 sole none sole
CITIGROUP INC COM COM 172967101 7825.697 130700.58 sole none sole
CLOROX CO DEL COM COM 189054109 752.202 22794.006 sole none sole
COCA COLA CO COM COM 191216100 2138.639 45563.542 sole none sole
COLGATE PALMOLIVE CO COM COM 194162103 1755.284 31135.853 sole none sole
COMPAQ COMPUTER CORP COM COM 204493100 2712.46 101400.37 sole none sole
CONSOLIDATED EDISON COM COM 209115104 750.813 25779 sole none sole
DISNEY WALT CO COM COM 254687106 1427.468 34605.29 sole none sole
DOMINION RES INC VA COM COM 25746U109 1670.071 43449 sole none sole
DUKE ENERGY CORP COM COM 264399106 772.852 14721 sole none sole
E M C CORP MASS COM COM 268648102 4536.126 36001 sole none sole
EDISON INTL COM COM 281020107 238.87 14422.322 sole none sole
ELECTRONIC DATA SYS NW COM COM 285661104 250.973 3910 sole none sole
EMERSON ELEC CO COM COM 291011104 381.862 7188 sole none sole
ENRON CORP COM COM 293561106 550.481 7352 sole none sole
EQUITY INCOME FD UT 1 EX SR-ATT COM 294700703 17848.18 90715.017 sole none sole
EXXON MOBIL CORP COM COM 30231G102 7858.051 100744.25 sole none sole
FEDERAL HOME LN MTG CP COM COM 313400301 320.845 7261 sole none sole
FEDERAL NATL MTG ASSN COM COM 313586109 998.172 17647.247 sole none sole
FIRST TENN NATL CORP COM COM 337162101 613.397 30198 sole none sole
FLEXTRONICS INTL LTD ORD ORD Y2573F102 4866.175 69085 sole none sole
FPL GROUP INC COM COM 302571104 260.576 5657 sole none sole
GAP INC DEL COM COM 364760108 884.969 17766.001 sole none sole
GENERAL ELEC CO COM COM 369604103 30819.44 198036.57 sole none sole
GENERAL MTRS CORP CL H NEW CL H 370442832 200.445 1610 sole none sole
GOLDMAN SACHS GROUP COM COM 38141G104 5223.059 49625.261 sole none sole
GTE CORP COM COM 362320103 5486.496 77274.593 sole none sole
GUIDANT CORP COM COM 401698105 418.012 7100 sole none sole
HARLEY DAVIDSON INC COM COM 412822108 576.024 7257 sole none sole
HEALTH CARE PPTY INVS COM COM 421915109 2287.295 89918.219 sole none sole
HEWLETT PACKARD CO COM COM 428236103 1091.917 8237 sole none sole
HOME DEPOT INC COM COM 437076102 14291.566 221574.67 sole none sole
HRPT PPTYS TR COM SH BEN INT COM 40426W101 1178.443 135648.11 sole none sole
INKTOMI CORP COM COM 457277101 286.65 1470 sole none sole
INTEL CORP COM COM 458140100 47186.31 357641.38 sole none sole
INTERNATIONAL BUS MACH COM COM 459200101 9041.226 76458.573 sole none sole
INTERNATIONAL BUS MACH PFD A DEP 1/PFD 459200309 282.407 11102 sole none sole
JDS UNIPHASE CORP COM COM 46612J101 4211.851 34935 sole none sole
JOHNSON & JOHNSON COM COM 478160104 1118.873 15927.017 sole none sole
KANSAS CITY SOUTHN IND COM COM 485170104 322.266 3750 sole none sole
KEYSPAN ENERGY COM COM 49337W100 306.637 11100 sole none sole
KINDER MORGAN ENERGY UT LTD PARTNERLTD PARTNER 494550106 676.434 17044 sole none sole
LEAP WIRELESS INTL INC COM COM 521863100 2438.568 24710 sole none sole
LILLY ELI & CO COM COM 532457108 3599.816 57482.095 sole none sole
LUCENT TECHNOLOGIES COM COM 549463107 12889.941 207902.28 sole none sole
MBNA CORP COM COM 55262L100 457.929 17958 sole none sole
MCDONALDS CORP COM COM 580135101 2220.743 59417.877 sole none sole
MCI WORLDCOM INC COM COM 55268B106 8815.275 194544 sole none sole
MEDTRONIC INC COM COM 585055106 3061.869 59526 sole none sole
MERCK & CO INC COM COM 589331107 12064.508 194197.31 sole none sole
MERRILL LYNCH & CO INC COM COM 590188108 260.61 2482 sole none sole
MICROSOFT CORP COM COM 594918104 20325.094 191295 sole none sole
MINNESOTA MNG & MFG CO COM COM 604059105 633.399 7152 sole none sole
MORGAN STAN DEAN WITTR COM NEW COM 617446448 1287.914 15540.446 sole none sole
NOKIA CORP SPONSORED ADR ADR 654902204 6818.73 30715 sole none sole
NORTHERN BORDER PARTNR UNIT LTD PARLTD PARTNER 664785102 339.062 12500 sole none sole
ORACLE CORP COM COM 68389X105 7578.307 97080 sole none sole
PFIZER INC COM COM 717081103 4516.445 123526.71 sole none sole
PLUM CREEK TIMBER CO COM COM 729251108 423.55 17200 sole none sole
PROCTER & GAMBLE CO COM COM 742718109 4828.361 85081.259 sole none sole
QUALCOMM INC COM COM 747525103 54424.854 364503 sole none sole
QWEST COMMUNICATIONS COM COM 749121109 1864.032 38834 sole none sole
ROYAL DUTCH PETE CO NY REG GLD1.25 NY REG 780257804 1394.033 24113 sole none sole
SBC COMMUNICATIONS INC COM COM 78387G103 6094.553 144677.82 sole none sole
SCHERING PLOUGH CORP COM COM 806605101 2984.842 80129.986 sole none sole
SENIOR HSG PPTYS TR SH BEN INT SH BEN INT 81721M109 129.905 12673.61 sole none sole
SIEBEL SYS INC COM COM 826170102 5866.77 49120 sole none sole
SIMON PPTY GROUP NEW COM COM 828806109 1567.486 67238 sole none sole
SJW CORP COM COM 784305104 374.634 3202 sole none sole
SOUTHERN CO COM COM 842587107 1161.141 53385.812 sole none sole
SPRINT CORP COM COM 852061100 879.28 13956.822 sole none sole
SPRINT CORP PCS COM SER 1 COM 852061506 475.53 7260 sole none sole
STAPLES INC COM COM 855030102 879.06 43953 sole none sole
STATE STR CORP COM COM 857477103 566.719 5850 sole none sole
SUBURBAN PROPANE L P UNIT LTD PARTNLTD PARTNER 864482104 255.937 13000 sole none sole
SUN MICROSYSTEMS INC COM COM 866810104 50388.374 537745 sole none sole
TARGET CORP COM COM 87612E106 315.52 4221 sole none sole
TENET HEALTHCARE CORP COM COM 88033G100 253 11000 sole none sole
TENNESSEE VALLEY AUTHORITY 6.75% COM 880591300 432.5 20000 sole none sole
TEPPCO PARTNERS L P UT LTD PARTNER LTD PARTNER 872384102 489.5 22000 sole none sole
TEXACO INC COM COM 881694103 374.422 6966 sole none sole
TEXAS INSTRS INC COM COM 882508104 6641.56 41509.749 sole none sole
TEXAS UTILS CO COM COM 882848104 620.973 20917 sole none sole
TIME WARNER INC COM COM 887315109 2172.041 21720.409 sole none sole
TOYS R US INC COM COM 892335100 163.826 11060 sole none sole
TRUE NORTH INC COM 897844106 451.74 11491 sole none sole
UNITED PARCEL SERVICE CL B CL B 911312106 201.6 3200 sole none sole
UNITED WTR RES INC COM COM 913190104 232.86 6701 sole none sole
VERITAS SOFTWARE CO COM COM 923436109 1143.63 8730 sole none sole
VIACOM INC CL B CL B 925524308 211 4000 sole none sole
VODAFONE AIRTOUCH PLC SPONSORED ADRADR 92857T107 745.649 13420 sole none sole
WAL MART STORES INC COM COM 931142103 2154.74 38137 sole none sole
WARNER LAMBERT CO COM COM 934488107 204.265 2091 sole none sole
WEINGARTEN RLTY INVS SH BEN INT SH BEN INT 948741103 1053.321 28661.798 sole none sole
WELLS FARGO & CO DEL COM COM 949746101 1499.987 36809.504 sole none sole
WILLIAMS COS INC DEL COM COM 969457100 4238.167 96458.982 sole none sole
WILLIAMS SONOMA INC COM COM 969904101 328.6 10600 sole none sole
YAHOO INC COM COM 984332106 317.044 1850 sole none sole
YOUBET COM INC COM COM 987413010 2658.066 607558 sole none sole
ZEBRA TECHNOLOGIES CP CL A CL A 989207105 2748.7 54974 sole none sole
ZIONS BANCORPORATION COM COM 989701107 2451.962 58906 sole none sole
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