BT Wealth Management

Latest statistics and disclosures from BT Wealth Management's latest quarterly 13F-HR filing:

Portfolio Holdings for BT Wealth Management

Companies in the BT Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Russell 1000 Index (IWB) 27.06 334.00k 141.53
Vanguard Dividend Appreciation ETF (VIG) 21.11 356.58k +349% 103.39
iShares S&P 500 Index (IVV) 12.43 84.05k +76% 258.40
Spdr S&p 500 Etf (SPY) 6.65 45.07k 257.75
iShares Russell 1000 Growth Index (IWF) 5.32 61.68k 150.65
Spdr Ser Tr 1 3 hgh yield (BIL) 3.83 73.04k +75% 91.63
Vanguard Emerging Markets ETF (VWO) 3.23 168.11k +26% 33.55
iShares Russell 2000 Index (IWM) 1.94 29.62k -3% 114.47
Apple (AAPL) 1.63 11.23k -7% 254.30
Microsoft Corporation (MSFT) 1.49 16.54k +17% 157.72
Johnson & Johnson (JNJ) 0.95 12.72k -4% 131.12
iShares Russell Midcap Index Fund (IWR) 0.95 38.43k -20% 43.17
Accenture (ACN) 0.93 10.00k -3% 163.27
Vanguard Total Stock Market ETF (VTI) 0.90 12.22k NEW 128.92
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.75 31.05k 41.96
iShares Russell 1000 Value Index (IWD) 0.73 12.81k -7% 99.21
iShares MSCI ACWI Index Fund (ACWI) 0.67 18.73k 62.56
Merck & Co (MRK) 0.64 14.50k 76.97
Genuine Parts Company (GPC) 0.63 16.22k -9% 67.31
Home Depot (HD) 0.56 5.24k 186.78
Amazon (AMZN) 0.52 462 +45% 1950.22
Abbvie (ABBV) 0.52 12.00k +6% 76.19
Norfolk Southern (NSC) 0.43 5.15k 146.02
Southern Company (SO) 0.43 13.90k -20% 54.17
International Business Machines (IBM) 0.38 6.04k -16% 110.87
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.31 4.76k NEW 112.93
Anthem (ANTM) 0.30 2.34k 226.92
Abbott Laboratories (ABT) 0.29 6.35k -23% 78.90
Lockheed Martin Corporation (LMT) 0.29 1.49k 338.72
iShares Russell 3000 Index (IWV) 0.28 3.33k 148.39
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.27 13.41k -3% 35.73
Icahn Enterprises (IEP) 0.26 9.20k 48.46
Teladoc (TDOC) 0.25 2.80k 155.00
Itm - Vaneck Vectors Amt Free Int Muni (ITM) 0.25 9.01k NEW 49.08
Invesco Qqq Trust Series 1 (QQQ) 0.21 1.89k NEW 190.25
NVIDIA Corporation (NVDA) 0.20 1.30k NEW 263.85
At&t (T) 0.19 11.14k -36% 29.18
Alibaba Group Holding Ltd Spon (BABA) 0.19 1.75k +29% 194.29
JPMorgan Chase & Co. (JPM) 0.18 3.42k -4% 90.11
Exxon Mobil Corporation (XOM) 0.17 7.83k -17% 37.91
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.17 5.54k -33% 54.15
3M Company (MMM) 0.16 2.09k NEW 136.30
Berkshire Hathaway (BRK.A) 0.16 1 NEW 272000.00
Walt Disney Company (DIS) 0.14 2.53k 96.44
UnitedHealth (UNH) 0.14 1.00k 249.00
Berkshire Hathaway (BRK.B) 0.13 1.23k 182.56
Alphabet Inc Class A cs (GOOGL) 0.13 199 -13% 1160.80
PPG Industries (PPG) 0.12 2.40k 83.75
Intel Corporation (INTC) 0.12 3.76k 54.23
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.12 4.12k NEW 48.83
Fs Investment Corporation (FSK) 0.11 65.53k +8% 3.01
Galectin Therapeutics (GALT) 0.07 60.00k +5% 1.97
Prospect Capital Corporation (PSEC) 0.05 18.84k -20% 4.25
Nuveen Floating Rate Income Fund (JFR) 0.05 12.00k NEW 7.58
Sorrento Therapeutics (SRNE) 0.02 15.00k NEW 1.87

Past Filings by BT Wealth Management

View past SEC 13F filings by BT Wealth Management

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