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 61.57% of Wechter Feldman Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: XLU (+$9.82M), VTI, IWV, TIP, AGG, IWB, OEF, IVV, VIG, BRK.B.
  • Started 2 new stock positions in XLU, BRK.B.
  • Reduced shares in these 10 stocks: IJH (-$10.73M), IWS (-$9.34M), VYM (-$8.90M), IWD (-$8.23M), VO, VTV, VB, IJR, T, XOM.
  • Sold out of its positions in IWS, IJH, IWD, IJR, VYM, VO, VTV, VB.
  • Wechter Feldman Wealth Management was a net seller of stock by $23.36M.
  • Wechter Feldman Wealth Management has $124.78M in assets under management (AUM), dropping by -14.30%.

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Russell 3000 Index (IWV) 16.03 138933 +4% 144.02
iShares S&P; 500 Index (IVV) 12.93 66262 243.41
iShares Lehman Aggregate Bond (AGG) 12.78 145654 +3% 109.51
iShares Russell 1000 Index (IWB) 11.35 104658 +2% 135.27
Vanguard Dividend Appreciation ETF (VIG) 8.49 114277 +2% 92.67
Utilities SPDR (XLU) 7.87 188899 NEW 51.96
iShares Barclays TIPS Bond Fund (TIP) 7.23 79542 +8% 113.42
Vanguard Total Stock Market ETF (VTI) 7.03 70468 +44% 124.45
iShares S&P; 100 Index (OEF) 5.80 67713 +5% 106.89
Vanguard Health Care ETF (VHT) 3.12 26387 147.38
Quest Diagnostics Incorporated (DGX) 1.48 16564 111.14
Eli Lilly & Co. (LLY) 0.84 12716 82.34
Exxon Mobil Corporation (XOM) 0.61 9506 -4% 80.69
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.60 30601 -2% 24.67
Merck & Co (MRK) 0.55 10776 64.12
Vanguard Total Bond Market ETF (BND) 0.53 8116 +31% 81.81
Technology SPDR (XLK) 0.34 7710 54.73
Industrial SPDR (XLI) 0.33 6010 68.05
Financial Select Sector SPDR (XLF) 0.32 16310 24.65
JPMorgan Chase & Co. (JPM) 0.22 3060 91.50
Relx 0.22 13303 20.60
Celgene Corporation (CELG) 0.21 2048 129.88
Johnson & Johnson (JNJ) 0.20 1841 132.54
Apple (AAPL) 0.20 1737 143.93
SPDR S&P; Biotech (XBI) 0.20 3172 77.24
AT&T; (T) 0.19 6334 -14% 37.73
General Electric Company (GE) 0.17 8077 -2% 26.99
Berkshire Hathaway (BRK.B) 0.16 1191 NEW 169.61

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

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