SVA Plumb Wealth Management
Latest statistics and disclosures from SVA Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHM, VXUS, SCHX, JPUS, IJR, and represent 40.23% of SVA Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$43M), SCHX (+$13M), SPY, JPUS, LOW, TILT, NEE, iShares Gold Trust, EFA, ACN.
- Started 24 new stock positions in EVRG, SBUX, IVE, TT, F, TILT, CI, NFRA, Marathon Patent, XYL. Amesite, EFA, CNS, CMI, NSC, iShares Gold Trust, XLK, IGSB, GUNR, ALL, SRE, MU, ARKF, KMPR.
- Reduced shares in these 10 stocks: DON (-$50M), AAPL, EFAV, INTC, SCHM, ISRG, VOE, MCHP, MSFT, MA.
- Sold out of its positions in HUM, INSP, GLD, SCHO, Transatlantic Petroleum Ltd Sh.
- SVA Wealth Management was a net seller of stock by $-8.5M.
- SVA Wealth Management has $1.1B in assets under management (AUM), dropping by 13.68%.
- Central Index Key (CIK): 0001587836
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Portfolio Holdings for SVA Wealth Management
SVA Wealth Management holds 229 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 10.1 | $116M | 1.7M | 68.18 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 10.1 | $116M | +59% | 1.9M | 60.16 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 9.9 | $114M | +13% | 1.3M | 90.95 |
|
| J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) | 5.5 | $63M | +3% | 748k | 83.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.6 | $53M | 578k | 91.90 |
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| Apple (AAPL) | 3.9 | $44M | -6% | 334k | 132.69 |
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| Microsoft Corporation (MSFT) | 2.5 | $29M | -4% | 131k | 222.42 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.8 | $21M | -2% | 375k | 56.03 |
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| Visa Com Cl A (V) | 1.4 | $16M | -6% | 73k | 218.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $15M | 57k | 253.34 |
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| Johnson & Johnson (JNJ) | 1.2 | $14M | 87k | 157.38 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.1 | $13M | -3% | 62k | 212.07 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $13M | -2% | 99k | 127.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $12M | -4% | 6.8k | 1752.63 |
|
| Amazon (AMZN) | 1.0 | $12M | -6% | 3.6k | 3257.00 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $12M | -9% | 131k | 89.00 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.0 | $11M | 165k | 67.19 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $11M | -12% | 93k | 118.96 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $11M | -2% | 53k | 206.77 |
|
| Pepsi (PEP) | 0.9 | $11M | 73k | 148.30 |
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| Walt Disney Company (DIS) | 0.9 | $10M | -2% | 56k | 181.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $9.1M | +3% | 39k | 231.87 |
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| Procter & Gamble Company (PG) | 0.8 | $9.1M | +2% | 65k | 139.13 |
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| Vanguard Index Fds Value Etf (VTV) | 0.8 | $8.9M | +2% | 75k | 118.96 |
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| Honeywell International (HON) | 0.8 | $8.7M | -6% | 41k | 212.69 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $8.3M | -2% | 47k | 175.74 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $8.1M | 30k | 267.67 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $7.5M | -87% | 215k | 34.81 |
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| Cisco Systems (CSCO) | 0.6 | $7.4M | -4% | 166k | 44.75 |
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| Danaher Corporation (DHR) | 0.6 | $7.3M | -3% | 33k | 222.14 |
|
| Stryker Corporation (SYK) | 0.6 | $7.2M | -12% | 29k | 245.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $7.0M | -11% | 109k | 64.14 |
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| Microchip Technology (MCHP) | 0.6 | $6.9M | -18% | 50k | 138.12 |
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| Merck & Co (MRK) | 0.6 | $6.8M | +2% | 83k | 81.80 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $6.6M | -21% | 8.1k | 818.10 |
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| Wal-Mart Stores (WMT) | 0.6 | $6.6M | -3% | 46k | 144.15 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $6.3M | -3% | 176k | 36.01 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.5 | $6.2M | -2% | 126k | 49.28 |
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| Ecolab (ECL) | 0.5 | $6.1M | 28k | 216.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $6.1M | 27k | 229.82 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $5.8M | +11% | 22k | 261.21 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.8M | +105% | 15k | 373.90 |
|
| United Parcel Service CL B (UPS) | 0.5 | $5.6M | 33k | 168.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.6M | -7% | 3.2k | 1751.89 |
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| Amgen (AMGN) | 0.5 | $5.5M | +2% | 24k | 229.90 |
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| Fiserv (FI) | 0.5 | $5.5M | -16% | 49k | 113.87 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $5.5M | -3% | 94k | 58.36 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $5.3M | 47k | 113.10 |
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| Facebook Cl A (META) | 0.4 | $5.1M | 19k | 273.15 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $4.9M | 14k | 355.02 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $4.9M | 14.00 | 347785.71 |
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| NVIDIA Corporation (NVDA) | 0.4 | $4.7M | +13% | 9.1k | 522.22 |
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| Us Bancorp Del Com New (USB) | 0.4 | $4.6M | -5% | 98k | 46.59 |
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| Paypal Holdings (PYPL) | 0.4 | $4.4M | -6% | 19k | 234.21 |
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| Constellation Brands Cl A (STZ) | 0.4 | $4.3M | -21% | 20k | 219.07 |
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| Medtronic SHS (MDT) | 0.4 | $4.1M | -8% | 35k | 117.13 |
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| Booking Holdings (BKNG) | 0.4 | $4.1M | +4% | 1.8k | 2227.37 |
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| Nike CL B (NKE) | 0.4 | $4.0M | +12% | 29k | 141.46 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $4.0M | -5% | 15k | 272.41 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.0M | 11k | 375.40 |
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| T. Rowe Price (TROW) | 0.3 | $3.8M | 25k | 151.39 |
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| V.F. Corporation (VFC) | 0.3 | $3.8M | +3% | 44k | 85.40 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.7M | -7% | 9.8k | 376.74 |
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| PNC Financial Services (PNC) | 0.3 | $3.5M | +2% | 24k | 148.98 |
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| Pfizer (PFE) | 0.3 | $3.4M | -6% | 92k | 36.82 |
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| Chevron Corporation (CVX) | 0.3 | $3.4M | 40k | 84.44 |
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| Verizon Communications (VZ) | 0.3 | $3.4M | +4% | 57k | 58.75 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $3.3M | -28% | 9.1k | 356.95 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $3.2M | +16% | 19k | 164.13 |
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| Ishares Tr Barclays 7 10 Yr (IEF) | 0.3 | $3.1M | -4% | 26k | 119.97 |
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| Intel Corporation (INTC) | 0.3 | $3.1M | -44% | 62k | 49.81 |
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| Home Depot (HD) | 0.3 | $3.1M | -5% | 12k | 265.61 |
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| EXACT Sciences Corporation (EXAS) | 0.3 | $3.0M | -29% | 23k | 132.47 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.0M | +12% | 8.8k | 343.71 |
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| Abbott Laboratories (ABT) | 0.3 | $3.0M | +12% | 28k | 109.49 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.9M | +9% | 25k | 118.18 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.8M | 22k | 128.39 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $2.8M | +2% | 44k | 62.69 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $2.7M | +9% | 71k | 38.34 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $2.7M | 50k | 54.59 |
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| TJX Companies (TJX) | 0.2 | $2.6M | -4% | 38k | 68.30 |
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| Fidelity National Information Services (FIS) | 0.2 | $2.6M | 18k | 141.47 |
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| Emerson Electric (EMR) | 0.2 | $2.5M | -4% | 31k | 80.37 |
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| American Electric Power Company (AEP) | 0.2 | $2.5M | -4% | 30k | 83.26 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.4M | -51% | 33k | 73.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.4M | 12k | 194.66 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $2.4M | -6% | 78k | 30.64 |
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| Lowe's Companies (LOW) | 0.2 | $2.4M | +736% | 15k | 160.48 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.2 | $2.4M | -8% | 88k | 26.60 |
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| Air Products & Chemicals (APD) | 0.2 | $2.3M | +21% | 8.3k | 273.28 |
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| Zoetis Cl A (ZTS) | 0.2 | $2.2M | -6% | 14k | 165.51 |
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| Robert Half International (RHI) | 0.2 | $2.2M | +4% | 34k | 62.49 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $2.1M | -7% | 13k | 160.78 |
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| Coca-Cola Company (KO) | 0.2 | $2.0M | 37k | 54.85 |
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| Kansas City Southern Com New | 0.2 | $2.0M | -18% | 9.8k | 204.11 |
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| Republic Services (RSG) | 0.2 | $2.0M | +29% | 20k | 96.29 |
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| McDonald's Corporation (MCD) | 0.2 | $1.9M | 9.1k | 214.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.9M | 10k | 194.71 |
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| Analog Devices (ADI) | 0.2 | $1.9M | -6% | 13k | 147.77 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.9M | +15% | 26k | 73.06 |
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| Gilead Sciences (GILD) | 0.2 | $1.9M | -16% | 32k | 58.25 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.9M | -12% | 3.8k | 500.13 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $1.9M | -8% | 23k | 81.40 |
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| Wright Express (WEX) | 0.2 | $1.9M | -16% | 9.2k | 203.52 |
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| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.2 | $1.8M | -3% | 72k | 25.68 |
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| Guidewire Software (GWRE) | 0.2 | $1.8M | -39% | 14k | 128.73 |
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| 3M Company (MMM) | 0.2 | $1.8M | -5% | 10k | 174.79 |
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| Illumina (ILMN) | 0.2 | $1.7M | -6% | 4.7k | 369.99 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.7M | -13% | 14k | 121.86 |
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| Servicenow (NOW) | 0.1 | $1.6M | -7% | 2.9k | 550.46 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.6M | 17k | 91.53 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.6M | +6% | 23k | 67.87 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.1 | $1.5M | NEW | 11k | 144.70 |
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| Nextera Energy (NEE) | 0.1 | $1.5M | +523% | 20k | 77.15 |
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| BlackRock (BLK) | 0.1 | $1.5M | -10% | 2.1k | 721.31 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.3M | -10% | 16k | 84.90 |
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| Wyndham Hotels And Resorts (WH) | 0.1 | $1.3M | +14% | 21k | 59.44 |
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| Edwards Lifesciences (EW) | 0.1 | $1.2M | -15% | 14k | 91.26 |
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| Ishares Gold Trust Ishares | 0.1 | $1.2M | NEW | 68k | 18.13 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | +35% | 2.9k | 419.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | 3.8k | 313.67 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.2M | 4.2k | 286.67 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.2M | -10% | 8.3k | 142.16 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $1.2M | 29k | 39.88 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +2% | 11k | 107.15 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | +6% | 22k | 52.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +5% | 4.5k | 241.06 |
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| SYSCO Corporation (SYY) | 0.1 | $1.1M | 14k | 74.28 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $970k | -14% | 33k | 29.29 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $929k | +14% | 16k | 58.46 |
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| UnitedHealth (UNH) | 0.1 | $879k | +13% | 2.5k | 350.90 |
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| Prudential Financial (PRU) | 0.1 | $873k | +55% | 11k | 78.04 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $870k | 7.5k | 116.23 |
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| S&p Global (SPGI) | 0.1 | $807k | +85% | 2.5k | 328.85 |
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| Eli Lilly & Co. (LLY) | 0.1 | $742k | 4.4k | 168.79 |
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| Tesla Motors (TSLA) | 0.1 | $740k | -4% | 1.0k | 706.11 |
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| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $738k | 13k | 58.59 |
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| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.1 | $732k | 13k | 58.26 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $732k | NEW | 10k | 73.00 |
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| Hasbro (HAS) | 0.1 | $714k | -17% | 7.6k | 93.59 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $712k | -39% | 17k | 41.24 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $680k | -9% | 8.5k | 79.90 |
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| Philip Morris International (PM) | 0.1 | $657k | 7.9k | 82.82 |
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| Align Technology (ALGN) | 0.1 | $649k | -13% | 1.2k | 534.60 |
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| Autodesk (ADSK) | 0.1 | $627k | +119% | 2.1k | 305.26 |
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| Discover Financial Services (DFS) | 0.1 | $622k | -26% | 6.9k | 90.58 |
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| Omni (OMC) | 0.1 | $615k | -21% | 9.9k | 62.34 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $607k | 6.0k | 100.90 |
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| Intuit (INTU) | 0.1 | $598k | +118% | 1.6k | 379.68 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $591k | +33% | 10k | 59.28 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $577k | +300% | 9.0k | 63.79 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $570k | -2% | 5.8k | 98.28 |
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| Goldman Sachs (GS) | 0.0 | $557k | -15% | 2.1k | 263.61 |
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| Clorox Company (CLX) | 0.0 | $557k | +142% | 2.8k | 201.88 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $552k | 7.7k | 71.53 |
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| Phillips 66 (PSX) | 0.0 | $549k | -16% | 7.8k | 69.97 |
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| MGE Energy (MGEE) | 0.0 | $546k | -8% | 7.8k | 70.05 |
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| Caterpillar (CAT) | 0.0 | $544k | 3.0k | 181.88 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $537k | -35% | 10k | 53.02 |
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| Trane Technologies SHS (TT) | 0.0 | $536k | NEW | 3.7k | 145.22 |
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| Cohen & Steers (CNS) | 0.0 | $533k | NEW | 7.2k | 74.34 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $526k | +102% | 5.1k | 102.65 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $525k | 3.9k | 133.32 |
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| Union Pacific Corporation (UNP) | 0.0 | $510k | -9% | 2.4k | 208.42 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $510k | 5.6k | 90.91 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $508k | +50% | 4.3k | 118.53 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $507k | -2% | 3.6k | 141.15 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $502k | 1.6k | 304.43 |
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| International Business Machines (IBM) | 0.0 | $483k | 3.8k | 125.81 |
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| Automatic Data Processing (ADP) | 0.0 | $477k | +14% | 2.7k | 176.34 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $474k | +273% | 6.6k | 72.15 |
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| Woodward Governor Company (WWD) | 0.0 | $468k | 3.9k | 121.56 |
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| Wec Energy Group (WEC) | 0.0 | $464k | +11% | 5.0k | 92.10 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $443k | +39% | 2.3k | 196.02 |
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| Evergy (EVRG) | 0.0 | $436k | NEW | 7.9k | 55.51 |
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| Deere & Company (DE) | 0.0 | $423k | +9% | 1.6k | 268.91 |
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| Xylem (XYL) | 0.0 | $412k | NEW | 4.1k | 101.68 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $410k | -2% | 15k | 27.62 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $400k | +28% | 10k | 38.88 |
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| Becton, Dickinson and (BDX) | 0.0 | $398k | +73% | 1.6k | 250.31 |
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| Eaton Vance Corp Com Non Vtg | 0.0 | $395k | -59% | 5.8k | 67.86 |
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| Cigna Corp (CI) | 0.0 | $392k | NEW | 1.9k | 207.96 |
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| Citigroup Com New (C) | 0.0 | $392k | -62% | 6.4k | 61.69 |
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| Cummins (CMI) | 0.0 | $391k | NEW | 1.7k | 227.33 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $390k | +4% | 5.7k | 68.39 |
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| Altria (MO) | 0.0 | $383k | 9.3k | 41.02 |
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| Sempra Energy (SRE) | 0.0 | $383k | NEW | 3.0k | 127.41 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $380k | NEW | 12k | 32.55 |
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| Xcel Energy (XEL) | 0.0 | $374k | +12% | 5.6k | 66.62 |
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| Waste Management (WM) | 0.0 | $366k | +14% | 3.1k | 117.84 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $359k | +28% | 5.2k | 69.13 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $345k | 7.0k | 49.43 |
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| General Electric Company | 0.0 | $339k | +24% | 31k | 10.80 |
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| Alliant Energy Corporation (LNT) | 0.0 | $338k | -25% | 6.6k | 51.53 |
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| Oracle Corporation (ORCL) | 0.0 | $320k | +27% | 4.9k | 64.66 |
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| salesforce (CRM) | 0.0 | $315k | +51% | 1.4k | 222.61 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $307k | +48% | 5.9k | 51.61 |
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| Boeing Company (BA) | 0.0 | $306k | -8% | 1.4k | 214.29 |
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| Allstate Corporation (ALL) | 0.0 | $290k | NEW | 2.6k | 109.89 |
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| Sherwin-Williams Company (SHW) | 0.0 | $287k | 390.00 | 735.90 |
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| Norfolk Southern (NSC) | 0.0 | $286k | NEW | 1.2k | 237.74 |
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| Illinois Tool Works (ITW) | 0.0 | $284k | +15% | 1.4k | 203.73 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $284k | -6% | 1.9k | 150.98 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $275k | -14% | 3.0k | 91.54 |
|
| Micron Technology (MU) | 0.0 | $273k | NEW | 3.6k | 75.27 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $271k | NEW | 4.9k | 55.20 |
|
| Baxter International (BAX) | 0.0 | $264k | -2% | 3.3k | 80.12 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $263k | NEW | 4.9k | 53.67 |
|
| At&t (T) | 0.0 | $260k | 9.0k | 28.75 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $259k | 2.4k | 105.84 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $257k | -51% | 727.00 | 353.51 |
|
| American Express Company (AXP) | 0.0 | $251k | 2.1k | 120.73 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $246k | 3.5k | 69.32 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $238k | NEW | 2.2k | 106.92 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $236k | +10% | 3.8k | 62.06 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $232k | 2.7k | 85.58 |
|
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $232k | NEW | 4.7k | 49.60 |
|
| Hershey Company (HSY) | 0.0 | $228k | 1.5k | 152.00 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $228k | 2.2k | 104.35 |
|
|
| Prologis (PLD) | 0.0 | $226k | -9% | 2.3k | 99.47 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $206k | NEW | 1.6k | 128.35 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $205k | NEW | 1.6k | 129.83 |
|
| Kemper Corp Del (KMPR) | 0.0 | $202k | NEW | 2.6k | 76.81 |
|
| Marathon Patent | 0.0 | $164k | NEW | 16k | 10.43 |
|
| Ford Motor Company (F) | 0.0 | $112k | NEW | 13k | 8.78 |
|
| Amesite | 0.0 | $82k | NEW | 17k | 4.82 |
|
| Geron Corporation (GERN) | 0.0 | $80k | 50k | 1.59 |
|
|
| Rigel Pharmaceuticals Com New | 0.0 | $35k | 10k | 3.49 |
|
|
| Ampio Pharmaceuticals | 0.0 | $20k | +25% | 13k | 1.60 |
|
Past Filings by SVA Wealth Management
SEC 13F filings are viewable for SVA Wealth Management going back to 2013
- SVA Wealth Management 2020 Q4 filed Feb. 4, 2021
- SVA Wealth Management 2020 Q3 filed Oct. 27, 2020
- SVA Wealth Management 2020 Q2 filed Aug. 4, 2020
- SVA Wealth Management 2020 Q1 filed May 12, 2020
- SVA Wealth Management 2019 Q4 filed Feb. 11, 2020
- SVA Wealth Management 2019 Q3 filed Nov. 7, 2019
- SVA Wealth Management 2019 Q2 filed Aug. 13, 2019
- SVA Plumb Wealth Management 2019 Q1 filed May 6, 2019
- SVA Plumb Wealth Management 2018 Q4 filed Feb. 11, 2019
- SVA Plumb Wealth Management 2018 Q3 filed Nov. 13, 2018
- SVA Plumb Wealth Management 2018 Q2 filed Aug. 13, 2018
- SVA Plumb Wealth Management 2018 Q1 filed May 10, 2018
- SVA Plumb Wealth Management 2017 Q4 filed Feb. 12, 2018
- SVA Plumb Wealth Management 2017 Q3 filed Nov. 13, 2017
- SVA Plumb Wealth Management 2017 Q2 filed Aug. 10, 2017
- SVA Plumb Wealth Management 2017 Q1 filed May 10, 2017