Wechter Feldman Wealth Management
Latest statistics and disclosures from Wechter Feldman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VHT, VIG, BSV, STIP, and represent 76.11% of Wechter Feldman Wealth Management's stock portfolio.
- Added to shares of these 9 stocks: BSV (+$18M), VTV, VTI, STIP, VHT, SPY, XOM, SPAB, VBK.
- Started 2 new stock positions in VTV, XOM.
- Reduced shares in these 9 stocks: , , ILTB, IWF, AAPL, VIG, SPIB, SHYG, BRK.B.
- Sold out of its positions in IWF, ILTB, USMV, XLP.
- Wechter Feldman Wealth Management was a net buyer of stock by $196k.
- Wechter Feldman Wealth Management has $143M in assets under management (AUM), dropping by 5.36%.
- Central Index Key (CIK): 0001538338
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Portfolio Holdings for Wechter Feldman Wealth Management
Wechter Feldman Wealth Management holds 23 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 18.8 | $27M | 63k | 428.05 |
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| Vanguard Index Fds Health Car Etf (VHT) | 18.7 | $27M | 108k | 247.13 |
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| Vanguard Index Fds Div App Etf (VIG) | 16.2 | $23M | 150k | 154.79 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 13.0 | $19M | +3811% | 226k | 82.16 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 9.3 | $13M | +3% | 125k | 106.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $10M | +7% | 46k | 222.82 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 6.9 | $9.9M | 328k | 30.01 |
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| Eli Lilly & Co. (LLY) | 2.0 | $2.9M | 13k | 229.53 |
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| Quest Diagnostics Incorporated (DGX) | 1.5 | $2.2M | 17k | 131.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.8M | 4.1k | 429.92 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $1.4M | NEW | 11k | 137.44 |
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| Apple (AAPL) | 0.8 | $1.1M | -14% | 8.1k | 137.00 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.7 | $1.0M | 28k | 36.70 |
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| Merck & Co (MRK) | 0.5 | $760k | 9.8k | 77.77 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $491k | 3.2k | 155.68 |
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| Amazon (AMZN) | 0.3 | $447k | 130.00 | 3438.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $393k | 157.00 | 2503.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $275k | 989.00 | 278.06 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $266k | 918.00 | 289.76 |
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| Johnson & Johnson (JNJ) | 0.2 | $253k | 1.5k | 164.82 |
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| Moody's Corporation (MCO) | 0.2 | $252k | 696.00 | 362.07 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $252k | -3% | 5.5k | 46.06 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $224k | NEW | 3.5k | 63.21 |
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Past Filings by Wechter Feldman Wealth Management
SEC 13F filings are viewable for Wechter Feldman Wealth Management going back to 2016
- Wechter Feldman Wealth Management 2021 Q2 filed Aug. 5, 2021
- Wechter Feldman Wealth Management 2021 Q1 filed May 4, 2021
- Wechter Feldman Wealth Management 2020 Q4 filed Feb. 8, 2021
- Wechter Feldman Wealth Management 2020 Q3 filed Nov. 5, 2020
- Wechter Feldman Wealth Management 2020 Q2 filed Aug. 5, 2020
- Wechter Feldman Wealth Management 2020 Q1 filed May 6, 2020
- Wechter Feldman Wealth Management 2019 Q4 filed Feb. 6, 2020
- Wechter Feldman Wealth Management 2019 Q3 filed Nov. 5, 2019
- Wechter Feldman Wealth Management 2019 Q2 filed Aug. 7, 2019
- Wechter Feldman Wealth Management 2019 Q1 filed May 6, 2019
- Wechter Feldman Wealth Management 2018 Q4 filed Feb. 4, 2019
- Wechter Feldman Wealth Management 2018 Q3 filed Nov. 7, 2018
- Wechter Feldman Wealth Management 2018 Q2 filed Aug. 6, 2018
- Wechter Feldman Wealth Management 2018 Q1 filed May 7, 2018
- Wechter Feldman Wealth Management 2017 Q4 filed Feb. 9, 2018
- Wechter Feldman Wealth Management 2017 Q3 filed Nov. 6, 2017