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, USMV, STIP, and represent 72.66% of Wechter Feldman Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SPAB, STIP, VTI, VHT, VIG, ILTB, BSV, SPIB, JNJ, BRK.B.
  • Reduced shares in these 6 stocks: XLP (-$7.8M), USMV, SPY, SUB, MCO, IWF.
  • Sold out of its positions in SUB.
  • Wechter Feldman Wealth Management was a net seller of stock by $-3.6M.
  • Wechter Feldman Wealth Management has $136M in assets under management (AUM), dropping by 0.33%.
  • Central Index Key (CIK): 0001538338

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Portfolio Holdings for Wechter Feldman Wealth Management

Companies in the Wechter Feldman Wealth Management portfolio as of the March 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) 18.2 $25M 62k 396.33
Vanguard Index Fds Health Car Etf (VHT) 18.0 $24M +2% 107k 228.75
Vanguard Index Fds Div App Etf (VIG) 16.3 $22M +2% 151k 147.08
Ishares Tr Msci Min Vol Etf (USMV) 10.7 $15M -6% 211k 69.19
Ishares Tr 0-5 Yr Tips Etf (STIP) 9.4 $13M +14% 120k 105.72
Spdr Series Trust Portfolio Agrgte (SPAB) 7.1 $9.6M +35% 324k 29.65
Vanguard Index Fds Total Stk Mkt (VTI) 6.5 $8.8M +6% 43k 206.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 4.2 $5.7M -57% 84k 68.31
Eli Lilly & Co. (LLY) 1.7 $2.4M 13k 186.84
Quest Diagnostics Incorporated (DGX) 1.6 $2.1M 17k 128.35
Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.6M 4.1k 397.91
Apple (AAPL) 0.9 $1.2M 9.5k 122.11
Spdr Series Trust Portfolio Intrmd (SPIB) 0.8 $1.0M +6% 29k 36.25
Merck & Co (MRK) 0.6 $753k 9.8k 77.05

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Ishares Tr Core Lt Usdb Etf (ILTB) 0.5 $633k +43% 9.2k 68.60
JPMorgan Chase & Co. (JPM) 0.4 $480k 3.2k 152.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $475k +32% 5.8k 82.18
Amazon (AMZN) 0.3 $402k 130.00 3092.31
Alphabet Cap Stk Cl C (GOOG) 0.2 $325k 157.00 2070.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $319k -3% 1.3k 242.96
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $259k 5.7k 45.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $255k 1.0k 255.00
Johnson & Johnson (JNJ) 0.2 $252k +14% 1.5k 164.17
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $248k 902.00 274.94
Moody's Corporation (MCO) 0.2 $208k -33% 696.00 298.85

Past Filings by Wechter Feldman Wealth Management

SEC 13F filings are viewable for Wechter Feldman Wealth Management going back to 2016

View all past filings