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 XOM, VTV.
- 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
Tip: Access up to 7 years of quarterly data
Positions held by Wechter Feldman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|
|
| Vanguard Index Fds Health Car Etf (VHT) | 18.7 | $27M | 108k | 247.13 |
|
|
| Vanguard Index Fds Div App Etf (VIG) | 16.2 | $23M | 150k | 154.79 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 13.0 | $19M | +3811% | 226k | 82.16 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 9.3 | $13M | +3% | 125k | 106.31 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $10M | +7% | 46k | 222.82 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 6.9 | $9.9M | 328k | 30.01 |
|
|
| Eli Lilly & Co. (LLY) | 2.0 | $2.9M | 13k | 229.53 |
|
|
| Quest Diagnostics Incorporated (DGX) | 1.5 | $2.2M | 17k | 131.97 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.8M | 4.1k | 429.92 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $1.4M | NEW | 11k | 137.44 |
|
| Apple (AAPL) | 0.8 | $1.1M | -14% | 8.1k | 137.00 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.7 | $1.0M | 28k | 36.70 |
|
|
| Merck & Co (MRK) | 0.5 | $760k | 9.8k | 77.77 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $491k | 3.2k | 155.68 |
|
|
| Amazon (AMZN) | 0.3 | $447k | 130.00 | 3438.46 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $393k | 157.00 | 2503.18 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $275k | 989.00 | 278.06 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $266k | 918.00 | 289.76 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $253k | 1.5k | 164.82 |
|
|
| Moody's Corporation (MCO) | 0.2 | $252k | 696.00 | 362.07 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $252k | -3% | 5.5k | 46.06 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $224k | NEW | 3.5k | 63.21 |
|
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