Gupta Wealth Management
Latest statistics and disclosures from Gupta Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TLT, LQD, AAPL, VIG, IEF, and represent 20.50% of Gupta Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VIG, VOE, IEF, TLT, VOO, DOL, LQD, AAPL, MGK, SCHB.
- Started 151 new stock positions in Radius Health, KKR & Co, LII, SPTI, AVAV, Credit Suisse Group, Seadrill Partners, MINT, PVH, Platform Specialty Prods Cor.
- Reduced shares in these 10 stocks: Vantiv Inc Cl A, PowerShares FTSE RAFI US 1000, , GSLC, VGLT, VGIT, UPS, FTGC, , VEU.
- Sold out of its positions in AGL Resources, ACIW, BFH, Allianzgi Conv & Income Fd I, Allianzgi Equity & Conv In, AEE, American Capital Agency, ADI, Apartment Investment and Management, ARDC.
- Gupta Wealth Management was a net buyer of stock by $25M.
- Gupta Wealth Management has $427M in assets under management (AUM), dropping by 8.48%.
- Central Index Key (CIK): 0001639966
Portfolio Holdings for Gupta Wealth Management
Gupta Wealth Management holds 1171 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Gupta Wealth Management has 1171 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Gupta Wealth Management March 31, 2016 positions
- Download the Gupta Wealth Management March 2016 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 5.0 | $21M | +11% | 163k | 130.61 |
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 4.8 | $20M | +7% | 171k | 118.82 |
|
| Apple (AAPL) | 3.8 | $16M | +8% | 150k | 108.99 |
|
| Vanguard Dividend Appreciation ETF (VIG) | 3.8 | $16M | +23% | 200k | 81.25 |
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 3.1 | $13M | +21% | 121k | 110.34 |
|
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 3.0 | $13M | +8% | 155k | 83.13 |
|
| Vanguard Mid-Cap Value ETF (VOE) | 2.8 | $12M | +30% | 138k | 87.12 |
|
| Boeing Company (BA) | 2.0 | $8.7M | +5% | 68k | 126.94 |
|
| Vanguard Lg Term Govt Bd ETF (VGLT) | 1.6 | $6.9M | -12% | 85k | 80.41 |
|
| WisdomTree SmallCap Dividend Fund (DES) | 1.4 | $5.9M | -4% | 87k | 68.72 |
|
| WisdomTree Intl. LargeCap Div (DOL) | 1.3 | $5.5M | +35% | 132k | 41.88 |
|
| Intel Corporation (INTC) | 1.3 | $5.4M | +8% | 168k | 32.35 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $5.3M | -4% | 74k | 72.00 |
|
| Home Depot (HD) | 1.2 | $5.0M | +7% | 37k | 133.44 |
|
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 1.1 | $4.9M | -11% | 74k | 66.31 |
|
| SPDR Gold Trust (GLD) | 1.1 | $4.9M | -5% | 42k | 117.65 |
|
| ETFS Gold Trust | 1.1 | $4.9M | +20% | 41k | 120.08 |
|
| Spdr S&p 500 Etf (SPY) | 1.1 | $4.8M | 23k | 205.53 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $4.5M | +4% | 81k | 55.22 |
|
| SPDR KBW Regional Banking (KRE) | 1.0 | $4.3M | -7% | 114k | 37.64 |
|
| Illinois Tool Works (ITW) | 1.0 | $4.2M | -5% | 41k | 102.44 |
|
| Realty Income (O) | 1.0 | $4.2M | +4% | 67k | 62.51 |
|
| Colgate-Palmolive Company (CL) | 0.9 | $3.8M | +7% | 54k | 70.64 |
|
| iShares Gold Trust | 0.9 | $3.8M | +8% | 319k | 11.88 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $3.8M | +10% | 36k | 104.81 |
|
| Johnson & Johnson (JNJ) | 0.8 | $3.5M | -2% | 33k | 108.21 |
|
| Nextera Energy (NEE) | 0.8 | $3.5M | +8% | 30k | 118.34 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $3.5M | 4.6k | 762.84 |
|
|
| United Technologies Corporation | 0.8 | $3.4M | +10% | 34k | 100.10 |
|
| Alphabet Inc Class C cs (GOOG) | 0.7 | $3.2M | 4.2k | 744.86 |
|
|
| Coca-Cola Company (KO) | 0.7 | $3.1M | +27% | 66k | 46.39 |
|
| Berkshire Hathaway (BRK.B) | 0.7 | $2.8M | 20k | 141.81 |
|
|
| LTC Properties (LTC) | 0.7 | $2.8M | +14% | 62k | 45.24 |
|
| AFLAC Incorporated (AFL) | 0.6 | $2.6M | -8% | 41k | 63.14 |
|
| Vanguard Scottsdale Fds cmn (VONE) | 0.6 | $2.6M | 28k | 94.29 |
|
|
| Novartis (NVS) | 0.6 | $2.5M | +23% | 35k | 72.45 |
|
| HCP | 0.6 | $2.5M | +14% | 77k | 32.59 |
|
| Ega Emerging Global Shs Tr emrg gl dj | 0.6 | $2.5M | 109k | 22.60 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.6 | $2.4M | 35k | 68.44 |
|
|
| SPDR S&P Dividend (SDY) | 0.6 | $2.4M | +2% | 30k | 79.94 |
|
| Medtronic (MDT) | 0.6 | $2.4M | +16% | 32k | 74.99 |
|
| National Retail Properties (NNN) | 0.6 | $2.4M | +16% | 51k | 46.20 |
|
| Qualcomm (QCOM) | 0.5 | $2.2M | +9% | 44k | 51.15 |
|
| Vanguard Extended Market ETF (VXF) | 0.5 | $2.2M | +8% | 26k | 82.80 |
|
| United Parcel Service (UPS) | 0.5 | $2.1M | -17% | 20k | 105.46 |
|
| Diageo (DEO) | 0.5 | $2.1M | +18% | 20k | 107.88 |
|
| Tor Dom Bk Cad (TD) | 0.5 | $2.1M | +20% | 49k | 43.14 |
|
| iShares Dow Jones Select Dividend (DVY) | 0.5 | $2.0M | +8% | 25k | 81.68 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.5 | $2.1M | +635% | 11k | 188.58 |
|
| McDonald's Corporation (MCD) | 0.5 | $2.0M | +35% | 16k | 125.67 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $2.0M | +29% | 34k | 57.43 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.9M | +6% | 56k | 34.57 |
|
| Pepsi (PEP) | 0.4 | $1.8M | +26% | 18k | 102.46 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.4 | $1.9M | +2% | 52k | 35.87 |
|
| SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.4 | $1.9M | -8% | 34k | 54.28 |
|
| Nordstrom (JWN) | 0.4 | $1.8M | +52% | 31k | 57.20 |
|
| Dominion Resources (D) | 0.4 | $1.8M | +8% | 23k | 75.13 |
|
| First Trust Global Tactical etp (FTGC) | 0.4 | $1.7M | -20% | 86k | 20.16 |
|
| Eversource Energy (ES) | 0.4 | $1.8M | -4% | 30k | 58.34 |
|
| Wells Fargo & Company (WFC) | 0.4 | $1.7M | -9% | 36k | 48.35 |
|
| Emerson Electric (EMR) | 0.4 | $1.7M | -11% | 32k | 54.39 |
|
| Accenture (ACN) | 0.4 | $1.7M | +44% | 15k | 115.38 |
|
| CSX Corporation (CSX) | 0.4 | $1.7M | -3% | 65k | 25.75 |
|
| Amazon (AMZN) | 0.4 | $1.7M | +5% | 2.8k | 593.49 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $1.6M | +37% | 27k | 60.78 |
|
| Invesco (IVZ) | 0.4 | $1.6M | +46% | 51k | 30.77 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.5M | +6% | 18k | 83.60 |
|
| Johnson Controls | 0.3 | $1.5M | +69% | 38k | 38.98 |
|
| Schlumberger (SLB) | 0.3 | $1.5M | +56% | 20k | 73.77 |
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $1.5M | +113% | 38k | 39.04 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.4M | +39% | 18k | 79.56 |
|
| Rockwell Automation (ROK) | 0.3 | $1.4M | +37% | 12k | 113.76 |
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $1.4M | +5% | 12k | 114.67 |
|
| V.F. Corporation (VFC) | 0.3 | $1.4M | +37% | 21k | 64.74 |
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $1.4M | +8% | 17k | 80.02 |
|
| Crane | 0.3 | $1.3M | +48% | 24k | 53.86 |
|
| Rydex S&P Equal Weight ETF | 0.3 | $1.3M | 17k | 78.52 |
|
|
| Berkshire Hathaway (BRK.A) | 0.3 | $1.3M | 6.00 | 213500.00 |
|
|
| General Electric Company | 0.3 | $1.3M | -8% | 40k | 31.79 |
|
| Netflix (NFLX) | 0.3 | $1.2M | +18% | 12k | 102.20 |
|
| Schwab U S Broad Market ETF (SCHB) | 0.3 | $1.2M | +287% | 24k | 49.27 |
|
| Amphastar Pharmaceuticals (AMPH) | 0.3 | $1.2M | 100k | 12.00 |
|
|
| Yum! Brands (YUM) | 0.3 | $1.2M | 14k | 81.87 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.2M | -10% | 14k | 82.32 |
|
| iShares MSCI Canada Index (EWC) | 0.3 | $1.1M | -6% | 46k | 23.71 |
|
| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $1.1M | +94% | 27k | 40.07 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.1M | 18k | 59.73 |
|
|
| Alerian Mlp Etf | 0.2 | $1.1M | +77% | 96k | 10.92 |
|
| At&t (T) | 0.2 | $1.0M | -16% | 26k | 39.17 |
|
| Illumina (ILMN) | 0.2 | $1.0M | +2% | 6.2k | 162.15 |
|
| Unilever (UL) | 0.2 | $1.0M | -15% | 22k | 45.16 |
|
| PowerShares Emerging Markets Sovere | 0.2 | $1.0M | 36k | 28.29 |
|
|
| Stanley Black & Decker (SWK) | 0.2 | $997k | -13% | 9.5k | 105.18 |
|
| PowerShares QQQ Trust, Series 1 | 0.2 | $988k | +61% | 9.0k | 109.22 |
|
| PowerShares Intl. Dividend Achiev. | 0.2 | $976k | -12% | 70k | 13.86 |
|
| Vanguard Long-Term Bond ETF (BLV) | 0.2 | $928k | +2% | 10k | 93.06 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $908k | +5% | 5.8k | 157.64 |
|
| Brookfield Asset Management | 0.2 | $885k | +37% | 25k | 34.81 |
|
| Verizon Communications (VZ) | 0.2 | $886k | -2% | 16k | 54.09 |
|
| Vanguard REIT ETF (VNQ) | 0.2 | $877k | -8% | 11k | 83.81 |
|
| Powershares Etf Tr Ii s^p smcp hc po | 0.2 | $877k | -14% | 13k | 66.23 |
|
| Powershares Etf Tr Ii s^p smcp it po | 0.2 | $893k | -16% | 16k | 55.06 |
|
| Jp Morgan Alerian Mlp Index | 0.2 | $837k | +46% | 31k | 27.08 |
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $814k | +43% | 9.4k | 86.26 |
|
| Facebook Inc cl a (META) | 0.2 | $805k | +4% | 7.1k | 114.04 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $784k | +57% | 28k | 28.03 |
|
| Bed Bath & Beyond | 0.2 | $750k | 15k | 49.64 |
|
|
| Enterprise Products Partners (EPD) | 0.2 | $748k | +23% | 30k | 24.61 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $710k | +6% | 2.0k | 360.41 |
|
| Walt Disney Company (DIS) | 0.2 | $731k | +7% | 7.4k | 99.29 |
|
| Travelers Companies (TRV) | 0.2 | $732k | -14% | 6.3k | 116.71 |
|
| British American Tobac (BTI) | 0.2 | $721k | -6% | 6.2k | 116.97 |
|
| Ametek (AME) | 0.2 | $733k | +31% | 15k | 49.96 |
|
| Powershares Senior Loan Portfo mf | 0.2 | $731k | +51% | 32k | 22.71 |
|
| Liberty Global Inc C | 0.2 | $744k | +81% | 20k | 37.59 |
|
| Altria (MO) | 0.2 | $664k | -22% | 11k | 62.70 |
|
| Gilead Sciences (GILD) | 0.2 | $691k | -6% | 7.5k | 91.89 |
|
| Vanguard Total Bond Market ETF (BND) | 0.2 | $680k | +16% | 8.2k | 82.82 |
|
| Pfizer (PFE) | 0.1 | $637k | -6% | 22k | 29.64 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $626k | +294% | 2.8k | 221.44 |
|
| Nike (NKE) | 0.1 | $640k | +15% | 10k | 61.43 |
|
| AmeriGas Partners | 0.1 | $620k | +307% | 14k | 43.46 |
|
| Opko Health (OPK) | 0.1 | $649k | -17% | 63k | 10.39 |
|
| United Sts Commodity Index F (USCI) | 0.1 | $631k | 16k | 40.41 |
|
|
| Schwab International Equity ETF (SCHF) | 0.1 | $631k | +202% | 23k | 27.12 |
|
| Sanofi-Aventis SA (SNY) | 0.1 | $595k | -7% | 15k | 40.17 |
|
| Zions Bancorporation (ZION) | 0.1 | $611k | +2% | 25k | 24.21 |
|
| Myers Industries (MYE) | 0.1 | $592k | 46k | 12.87 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $596k | -9% | 6.0k | 99.82 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $581k | +75% | 5.2k | 110.81 |
|
| SPDR S&P International Dividend (DWX) | 0.1 | $603k | 17k | 35.09 |
|
|
| Shutterstock (SSTK) | 0.1 | $597k | -8% | 16k | 36.72 |
|
| Bank of America Corporation (BAC) | 0.1 | $560k | -6% | 41k | 13.51 |
|
| Cisco Systems (CSCO) | 0.1 | $569k | +3% | 20k | 28.48 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $565k | 9.9k | 57.19 |
|
|
| Chefs Whse (CHEF) | 0.1 | $562k | -16% | 28k | 20.29 |
|
| Express Scripts Holding | 0.1 | $573k | -3% | 8.3k | 68.74 |
|
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.1 | $560k | 11k | 49.11 |
|
|
| Autohome Inc- (ATHM) | 0.1 | $554k | +21% | 20k | 27.92 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $502k | -11% | 8.5k | 59.27 |
|
| Magellan Midstream Partners | 0.1 | $497k | +24% | 7.2k | 68.84 |
|
| Vanguard Mid-Cap ETF (VO) | 0.1 | $528k | -2% | 4.4k | 121.30 |
|
| Vanguard Small-Cap ETF (VB) | 0.1 | $497k | 4.5k | 111.54 |
|
|
| PowerShares Preferred Portfolio | 0.1 | $532k | -3% | 36k | 14.91 |
|
| Ishares Tr fltg rate nt (FLOT) | 0.1 | $528k | -7% | 11k | 50.38 |
|
| Philip Morris International (PM) | 0.1 | $452k | -2% | 4.6k | 98.05 |
|
| iShares S&P 500 Index (IVV) | 0.1 | $470k | -3% | 2.3k | 206.59 |
|
| Chevron Corporation (CVX) | 0.1 | $433k | +44% | 4.5k | 95.31 |
|
| Pearson (PSO) | 0.1 | $427k | -14% | 34k | 12.55 |
|
| Visa (V) | 0.1 | $414k | 5.4k | 76.47 |
|
|
| Celgene Corporation | 0.1 | $409k | +97% | 4.1k | 100.07 |
|
| Bk Nova Cad (BNS) | 0.1 | $417k | 8.5k | 48.88 |
|
|
| Financial Select Sector SPDR (XLF) | 0.1 | $438k | +50% | 20k | 22.51 |
|
| Vanguard Large-Cap ETF (VV) | 0.1 | $411k | +45% | 4.4k | 93.99 |
|
| Tesla Motors (TSLA) | 0.1 | $443k | 1.9k | 229.53 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $413k | +11% | 3.7k | 111.74 |
|
| WisdomTree India Earnings Fund (EPI) | 0.1 | $432k | 22k | 19.50 |
|
|
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $442k | +35% | 5.1k | 87.03 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $375k | -5% | 5.9k | 63.90 |
|
| CIGNA Corporation | 0.1 | $376k | 2.7k | 137.08 |
|
|
| Merck & Co (MRK) | 0.1 | $369k | +15% | 7.0k | 52.90 |
|
| Biogen Idec (BIIB) | 0.1 | $381k | +6% | 1.5k | 260.07 |
|
| Starwood Hotels & Resorts Worldwide | 0.1 | $381k | -8% | 4.6k | 83.35 |
|
| Abb (ABBNY) | 0.1 | $388k | -11% | 20k | 19.41 |
|
| Sunoco Logistics Partners | 0.1 | $401k | +6% | 16k | 25.06 |
|
| Apollo Commercial Real Est. Finance (ARI) | 0.1 | $388k | 24k | 16.30 |
|
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $392k | -21% | 4.8k | 81.65 |
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.1 | $392k | 25k | 16.00 |
|
|
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $385k | +7% | 7.1k | 54.48 |
|
| Market Vectors Junior Gold Min | 0.1 | $365k | 13k | 27.86 |
|
|
| E.I. du Pont de Nemours & Company | 0.1 | $352k | -4% | 5.6k | 63.26 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $322k | -38% | 3.1k | 103.64 |
|
| Air Products & Chemicals (APD) | 0.1 | $359k | 2.5k | 144.12 |
|
|
| General Mills (GIS) | 0.1 | $340k | -8% | 5.4k | 63.41 |
|
| UnitedHealth (UNH) | 0.1 | $339k | +11% | 2.6k | 128.95 |
|
| Total (TTE) | 0.1 | $328k | 7.2k | 45.42 |
|
|
| United States Oil Fund | 0.1 | $322k | +6% | 33k | 9.69 |
|
| ConAgra Foods (CAG) | 0.1 | $328k | 7.4k | 44.60 |
|
|
| WABCO Holdings | 0.1 | $356k | +1701% | 3.3k | 106.84 |
|
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $337k | -12% | 4.2k | 80.72 |
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $361k | 1.4k | 262.55 |
|
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $324k | 3.1k | 106.23 |
|
|
| Schwab Strategic Tr 0 (SCHP) | 0.1 | $342k | +2% | 6.2k | 55.58 |
|
| Citigroup (C) | 0.1 | $345k | -17% | 8.3k | 41.80 |
|
| Wp Carey (WPC) | 0.1 | $325k | -40% | 5.2k | 62.25 |
|
| Veeva Sys Inc cl a (VEEV) | 0.1 | $328k | +17% | 13k | 25.07 |
|
| BP (BP) | 0.1 | $291k | +40% | 9.6k | 30.17 |
|
| Crown Holdings (CCK) | 0.1 | $291k | 5.9k | 49.55 |
|
|
| McKesson Corporation (MCK) | 0.1 | $284k | -17% | 1.8k | 157.34 |
|
| ConocoPhillips (COP) | 0.1 | $308k | +39% | 7.6k | 40.34 |
|
| Target Corporation (TGT) | 0.1 | $307k | +266% | 3.7k | 82.26 |
|
| Marriott International (MAR) | 0.1 | $289k | 4.1k | 71.29 |
|
|
| Plains All American Pipeline (PAA) | 0.1 | $302k | +69% | 14k | 20.97 |
|
| NVE Corporation (NVEC) | 0.1 | $316k | +25% | 5.6k | 56.59 |
|
| Dollar General (DG) | 0.1 | $289k | +13962% | 3.4k | 85.63 |
|
| Calamos Strategic Total Return Fund (CSQ) | 0.1 | $279k | 29k | 9.50 |
|
|
| UFP Technologies (UFPT) | 0.1 | $296k | 13k | 22.29 |
|
|
| Barclays Bk Plc Ipath Dow Jones Aig etf (JJATF) | 0.1 | $278k | +75% | 8.1k | 34.53 |
|
| America First Tax Exempt Investors | 0.1 | $305k | 58k | 5.25 |
|
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $311k | +72% | 7.7k | 40.54 |
|
| Pimco Total Return Etf totl (BOND) | 0.1 | $286k | +66% | 2.7k | 105.34 |
|
| Cvent | 0.1 | $310k | 15k | 21.38 |
|
|
| Wisdomtree Continuous Commodity Index Fund etf | 0.1 | $287k | NEW | 15k | 18.69 |
|
| Amgen (AMGN) | 0.1 | $269k | -15% | 1.8k | 150.03 |
|
| iShares Russell 1000 Value Index (IWD) | 0.1 | $250k | 2.5k | 98.78 |
|
|
| Clorox Company (CLX) | 0.1 | $276k | 2.2k | 126.08 |
|
|
| Under Armour (UAA) | 0.1 | $244k | -3% | 2.9k | 84.93 |
|
| iShares Russell 2000 Index (IWM) | 0.1 | $266k | -5% | 2.4k | 110.47 |
|
| Intuit (INTU) | 0.1 | $261k | 2.5k | 103.94 |
|
|
| National Grid | 0.1 | $236k | -5% | 3.3k | 71.36 |
|
| Icahn Enterprises (IEP) | 0.1 | $253k | +181% | 4.0k | 63.01 |
|
| Market Vectors Gold Miners ETF | 0.1 | $235k | -4% | 12k | 20.01 |
|
| iShares Russell 2000 Value Index (IWN) | 0.1 | $272k | 2.9k | 93.12 |
|
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $272k | -3% | 1.5k | 176.39 |
|
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $268k | -10% | 2.6k | 102.06 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $269k | -21% | 2.4k | 112.69 |
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.1 | $243k | -9% | 18k | 13.20 |
|
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.1 | $243k | 2.1k | 117.11 |
|
|
| SPDR Barclays Capital 1-3 Month T- | 0.1 | $252k | 5.5k | 45.65 |
|
|
| Vanguard Energy ETF (VDE) | 0.1 | $269k | +35% | 3.1k | 85.81 |
|
| Abbvie (ABBV) | 0.1 | $241k | -3% | 4.2k | 57.19 |
|
| Claymore Exchange Trd Fd Tr 2024 corp bond | 0.1 | $268k | 13k | 20.63 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $210k | 5.0k | 41.75 |
|
|
| 3M Company (MMM) | 0.1 | $226k | -9% | 1.4k | 166.79 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $198k | +25% | 1.5k | 134.24 |
|
| Dow Chemical Company | 0.1 | $229k | +35% | 4.5k | 50.78 |
|
| Danaher Corporation (DHR) | 0.1 | $232k | -3% | 2.4k | 95.04 |
|
| New York Community Ban | 0.1 | $202k | 13k | 15.92 |
|
|
| Primerica (PRI) | 0.1 | $207k | +15% | 4.6k | 44.62 |
|
| Yahoo! | 0.1 | $222k | +13% | 6.0k | 36.80 |
|
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $230k | +21% | 881.00 | 261.07 |
|
| Oneok Partners | 0.1 | $204k | 6.5k | 31.38 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $214k | 18k | 12.01 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $223k | -2% | 1.5k | 144.15 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $229k | -3% | 2.8k | 81.06 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $197k | -63% | 4.6k | 43.09 |
|
| Vanguard Growth ETF (VUG) | 0.1 | $224k | +14% | 2.1k | 106.57 |
|
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.1 | $201k | 8.8k | 22.84 |
|
|
| Vanguard Information Technology ETF (VGT) | 0.1 | $227k | +48% | 2.1k | 109.40 |
|
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $232k | 2.1k | 110.37 |
|
|
| WisdomTree Intl. SmallCap Div (DLS) | 0.1 | $200k | -19% | 3.4k | 58.82 |
|
| Nuveen Tax-Advantaged Total Return Strat | 0.1 | $213k | 19k | 11.31 |
|
|
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.1 | $207k | +231% | 7.1k | 29.00 |
|
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $211k | +20% | 4.0k | 52.84 |
|
| American Tower Reit (AMT) | 0.1 | $224k | -7% | 2.2k | 102.28 |
|
| Ssga Active Etf Tr ult sht trm bd (ULST) | 0.1 | $223k | 5.6k | 39.92 |
|
|
| Rubicon Proj | 0.1 | $210k | 12k | 18.26 |
|
|
| Van Eck Merk Gold Tr gold (OUNZ) | 0.1 | $198k | 16k | 12.21 |
|
|
| Crestwood Equity Partners master ltd part | 0.1 | $220k | +194% | 19k | 11.69 |
|
| Comcast Corporation (CMCSA) | 0.0 | $155k | -21% | 2.5k | 60.93 |
|
Past Filings by Gupta Wealth Management
SEC 13F filings are viewable for Gupta Wealth Management going back to 2015
- Gupta Wealth Management 2016 Q1 filed May 16, 2016
- Gupta Wealth Management 2015 Q4 filed Feb. 17, 2016
- Gupta Wealth Management 2015 Q3 filed Nov. 18, 2015
- Gupta Wealth Management 2015 Q2 filed Aug. 26, 2015
- Gupta Wealth Management 2015 Q1 filed May 15, 2015