Wechter Feldman Wealth Management

Latest statistics and disclosures from Wechter Feldman Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWV, IVV, AGG, IWB, VIG, and represent 58.91% of Wechter Feldman Wealth Management's stock portfolio.
  • Added to shares of these 3 stocks: XLI (+$5.96M), VTI, AAPL.
  • Reduced shares in these 10 stocks: AGG, IVV, IWV, TIP, IWB, , XLK, GE, XLF, VIG.
  • Sold out of its positions in GE, XBI.
  • Wechter Feldman Wealth Management was a net buyer of stock by $2.56M.
  • Wechter Feldman Wealth Management has $130.37M in assets under management (AUM), growing by 4.47%.

Companies in the Wechter Feldman Wealth Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Russell 3000 Index (IWV) 15.61 136333 149.28
iShares S&P; 500 Index (IVV) 12.35 63654 -3% 252.93
iShares Lehman Aggregate Bond (AGG) 11.72 139420 -4% 109.59
iShares Russell 1000 Index (IWB) 11.03 102771 139.88
Vanguard Dividend Appreciation ETF (VIG) 8.20 112836 94.79
Utilities SPDR (XLU) 7.67 188603 53.05
Vanguard Total Stock Market ETF (VTI) 7.06 71022 129.52
iShares Barclays TIPS Bond Fund (TIP) 6.71 77040 -3% 113.58
iShares S&P; 100 Index (OEF) 5.69 66704 111.30
Industrial SPDR (XLI) 4.90 89990 +1397% 71.00
Vanguard Health Care ETF (VHT) 3.08 26387 152.27
Quest Diagnostics Incorporated (DGX) 1.19 16564 93.64
Eli Lilly & Co. (LLY) 0.83 12716 85.56
Exxon Mobil Corporation (XOM) 0.60 9506 81.95
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.57 29882 -2% 24.70
Merck & Co (MRK) 0.52 10620 64.03
Vanguard Total Bond Market ETF (BND) 0.50 7908 -2% 81.94
Celgene Corporation (CELG) 0.23 2048 146.00
JPMorgan Chase & Co. (JPM) 0.22 3060 95.42
Apple (AAPL) 0.22 1838 +5% 153.97
Relx 0.21 13015 -2% 21.28
AT&T; (T) 0.19 6334 39.15
Johnson & Johnson (JNJ) 0.18 1841 129.82
Berkshire Hathaway (BRK.B) 0.17 1191 183.04
Technology SPDR (XLK) 0.17 3855 -50% 59.14
Financial Select Sector SPDR (XLF) 0.16 8255 -49% 25.80

Past 13F-HR SEC Filings by Wechter Feldman Wealth Management

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