Advisor Partners as of Sept. 30, 2014
Portfolio Holdings for Advisor Partners
Advisor Partners holds 230 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.1 | $9.0M | 89k | 100.75 | |
Microsoft Corporation (MSFT) | 2.7 | $4.7M | 101k | 46.36 | |
Exxon Mobil Corporation (XOM) | 2.3 | $4.1M | 43k | 94.05 | |
Johnson & Johnson (JNJ) | 2.1 | $3.6M | 34k | 106.58 | |
Wells Fargo & Company (WFC) | 1.8 | $3.1M | 61k | 51.88 | |
Procter & Gamble Company (PG) | 1.6 | $2.8M | 33k | 83.73 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $2.8M | 46k | 60.24 | |
International Business Machines (IBM) | 1.5 | $2.6M | 14k | 189.85 | |
General Electric Company | 1.4 | $2.5M | 99k | 25.62 | |
Intel Corporation (INTC) | 1.4 | $2.5M | 73k | 34.82 | |
Gilead Sciences (GILD) | 1.4 | $2.5M | 24k | 106.44 | |
Verizon Communications (VZ) | 1.4 | $2.5M | 49k | 49.99 | |
Bank of America Corporation (BAC) | 1.4 | $2.4M | 139k | 17.05 | |
Pfizer (PFE) | 1.3 | $2.3M | 77k | 29.57 | |
Chevron Corporation (CVX) | 1.3 | $2.3M | 19k | 119.34 | |
Walt Disney Company (DIS) | 1.2 | $2.1M | 24k | 89.03 | |
Citigroup (C) | 1.2 | $2.1M | 41k | 51.83 | |
Coca-Cola Company (KO) | 1.2 | $2.1M | 50k | 42.67 | |
Home Depot (HD) | 1.2 | $2.0M | 22k | 91.75 | |
CVS Caremark Corporation (CVS) | 1.1 | $2.0M | 25k | 79.60 | |
Pepsi (PEP) | 1.1 | $1.9M | 21k | 93.09 | |
Oracle Corporation (ORCL) | 1.0 | $1.8M | 47k | 38.27 | |
ConocoPhillips (COP) | 1.0 | $1.7M | 22k | 76.50 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $1.7M | 8.4k | 197.06 | |
Cisco Systems (CSCO) | 0.9 | $1.7M | 66k | 25.17 | |
UnitedHealth (UNH) | 0.9 | $1.7M | 19k | 86.24 | |
Qualcomm (QCOM) | 0.9 | $1.7M | 22k | 74.78 | |
Amazon (AMZN) | 0.9 | $1.6M | 5.0k | 322.43 | |
Union Pacific Corporation (UNP) | 0.9 | $1.6M | 15k | 108.43 | |
Bristol Myers Squibb (BMY) | 0.9 | $1.6M | 31k | 51.19 | |
Biogen Idec (BIIB) | 0.9 | $1.5M | 4.6k | 330.73 | |
Wal-Mart Stores (WMT) | 0.8 | $1.4M | 18k | 76.49 | |
Schlumberger (SLB) | 0.8 | $1.3M | 13k | 101.68 | |
American Express Company (AXP) | 0.7 | $1.3M | 15k | 87.55 | |
Amgen (AMGN) | 0.7 | $1.3M | 9.1k | 140.43 | |
Time Warner | 0.7 | $1.2M | 16k | 75.23 | |
McDonald's Corporation (MCD) | 0.7 | $1.2M | 12k | 94.83 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $1.2M | 18k | 64.14 | |
Costco Wholesale Corporation (COST) | 0.7 | $1.1M | 9.0k | 125.26 | |
MasterCard Incorporated (MA) | 0.6 | $1.1M | 15k | 73.93 | |
3M Company (MMM) | 0.6 | $1.0M | 7.3k | 141.66 | |
Boeing Company (BA) | 0.6 | $1.0M | 8.1k | 127.37 | |
U.S. Bancorp (USB) | 0.6 | $1.0M | 24k | 41.83 | |
United Parcel Service (UPS) | 0.6 | $1.0M | 10k | 98.33 | |
FedEx Corporation (FDX) | 0.6 | $987k | 6.1k | 161.43 | |
Colgate-Palmolive Company (CL) | 0.6 | $963k | 15k | 65.23 | |
United Technologies Corporation | 0.6 | $960k | 9.1k | 105.58 | |
Texas Instruments Incorporated (TXN) | 0.5 | $939k | 20k | 47.66 | |
Dow Chemical Company | 0.5 | $901k | 17k | 52.44 | |
Lockheed Martin Corporation (LMT) | 0.5 | $913k | 5.0k | 182.82 | |
MetLife (MET) | 0.5 | $908k | 17k | 53.72 | |
Eli Lilly & Co. (LLY) | 0.5 | $884k | 14k | 64.82 | |
Automatic Data Processing (ADP) | 0.5 | $874k | 11k | 83.11 | |
Nike (NKE) | 0.5 | $869k | 9.7k | 89.24 | |
Lowe's Companies (LOW) | 0.5 | $875k | 17k | 52.92 | |
Celgene Corporation | 0.5 | $881k | 9.3k | 94.80 | |
Medtronic | 0.5 | $852k | 14k | 61.93 | |
Occidental Petroleum Corporation (OXY) | 0.5 | $859k | 8.9k | 96.11 | |
Goldman Sachs (GS) | 0.5 | $843k | 4.6k | 183.50 | |
Allergan | 0.5 | $840k | 4.7k | 178.23 | |
Walgreen Company | 0.5 | $838k | 14k | 59.29 | |
EOG Resources (EOG) | 0.5 | $836k | 8.4k | 99.08 | |
Actavis | 0.5 | $848k | 3.5k | 241.25 | |
priceline.com Incorporated | 0.5 | $827k | 714.00 | 1158.26 | |
Morgan Stanley (MS) | 0.5 | $801k | 23k | 34.59 | |
Honeywell International (HON) | 0.5 | $805k | 8.6k | 93.11 | |
Novartis (NVS) | 0.5 | $787k | 8.4k | 94.18 | |
Hewlett-Packard Company | 0.5 | $791k | 22k | 35.48 | |
American International (AIG) | 0.5 | $786k | 15k | 54.01 | |
Express Scripts Holding | 0.5 | $793k | 11k | 70.67 | |
Abbott Laboratories (ABT) | 0.4 | $768k | 19k | 41.61 | |
E.I. du Pont de Nemours & Company | 0.4 | $756k | 11k | 71.79 | |
eBay (EBAY) | 0.4 | $749k | 13k | 56.65 | |
Ford Motor Company (F) | 0.4 | $759k | 51k | 14.78 | |
Time Warner Cable | 0.4 | $731k | 5.1k | 143.56 | |
Praxair | 0.4 | $742k | 5.8k | 128.98 | |
Starbucks Corporation (SBUX) | 0.4 | $741k | 9.8k | 75.48 | |
Capital One Financial (COF) | 0.4 | $723k | 8.9k | 81.65 | |
McKesson Corporation (MCK) | 0.4 | $701k | 3.6k | 194.56 | |
Target Corporation (TGT) | 0.4 | $674k | 11k | 62.72 | |
Simon Property (SPG) | 0.4 | $676k | 4.1k | 164.44 | |
HSBC Holdings (HSBC) | 0.4 | $656k | 13k | 50.90 | |
Caterpillar (CAT) | 0.4 | $665k | 6.7k | 98.97 | |
Halliburton Company (HAL) | 0.4 | $670k | 10k | 64.49 | |
Yahoo! | 0.4 | $659k | 16k | 40.75 | |
Williams Companies (WMB) | 0.4 | $640k | 12k | 55.32 | |
Norfolk Southern (NSC) | 0.4 | $621k | 5.6k | 111.55 | |
Prudential Financial (PRU) | 0.4 | $631k | 7.2k | 87.96 | |
CSX Corporation (CSX) | 0.3 | $605k | 19k | 32.05 | |
Monsanto Company | 0.3 | $610k | 5.4k | 112.50 | |
PNC Financial Services (PNC) | 0.3 | $596k | 7.0k | 85.55 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $602k | 8.7k | 69.18 | |
AstraZeneca (AZN) | 0.3 | $595k | 8.3k | 71.39 | |
Toyota Motor Corporation (TM) | 0.3 | $570k | 4.9k | 117.45 | |
Emerson Electric (EMR) | 0.3 | $556k | 8.9k | 62.53 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $519k | 4.8k | 107.56 | |
Northrop Grumman Corporation (NOC) | 0.3 | $520k | 3.9k | 131.78 | |
Anadarko Petroleum Corporation | 0.3 | $530k | 5.2k | 101.53 | |
General Mills (GIS) | 0.3 | $525k | 10k | 50.47 | |
GlaxoSmithKline | 0.3 | $506k | 11k | 45.93 | |
Baxter International (BAX) | 0.3 | $492k | 6.9k | 71.73 | |
Thermo Fisher Scientific (TMO) | 0.3 | $496k | 4.1k | 121.75 | |
Vodafone Group New Adr F (VOD) | 0.3 | $487k | 15k | 32.91 | |
China Mobile | 0.3 | $479k | 8.2k | 58.72 | |
Archer Daniels Midland Company (ADM) | 0.3 | $473k | 9.3k | 51.10 | |
Unilever | 0.3 | $471k | 12k | 39.69 | |
Total (TTE) | 0.3 | $476k | 7.4k | 64.46 | |
TJX Companies (TJX) | 0.3 | $477k | 8.1k | 59.22 | |
Accenture (ACN) | 0.3 | $466k | 5.7k | 81.37 | |
Illinois Tool Works (ITW) | 0.3 | $463k | 5.5k | 84.34 | |
General Dynamics Corporation (GD) | 0.3 | $454k | 3.6k | 127.21 | |
Marathon Oil Corporation (MRO) | 0.3 | $462k | 12k | 37.56 | |
Micron Technology (MU) | 0.3 | $447k | 13k | 34.28 | |
State Street Corporation (STT) | 0.2 | $438k | 6.0k | 73.56 | |
Aetna | 0.2 | $444k | 5.5k | 80.98 | |
Allstate Corporation (ALL) | 0.2 | $432k | 7.0k | 61.30 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $445k | 14k | 32.62 | |
Southern Company (SO) | 0.2 | $431k | 9.9k | 43.64 | |
Sempra Energy (SRE) | 0.2 | $436k | 4.1k | 105.34 | |
National-Oilwell Var | 0.2 | $411k | 5.4k | 76.14 | |
Raytheon Company | 0.2 | $415k | 4.1k | 101.72 | |
Danaher Corporation (DHR) | 0.2 | $418k | 5.5k | 75.96 | |
Southwest Airlines (LUV) | 0.2 | $415k | 12k | 33.77 | |
Dominion Resources (D) | 0.2 | $411k | 6.0k | 69.06 | |
Waste Management (WM) | 0.2 | $391k | 8.2k | 47.49 | |
Cummins (CMI) | 0.2 | $377k | 2.9k | 131.91 | |
McGraw-Hill Companies | 0.2 | $392k | 4.6k | 84.41 | |
Kroger (KR) | 0.2 | $386k | 7.4k | 51.98 | |
Air Products & Chemicals (APD) | 0.2 | $390k | 3.0k | 130.26 | |
Novo Nordisk A/S (NVO) | 0.2 | $377k | 7.9k | 47.59 | |
SanDisk Corporation | 0.2 | $379k | 3.9k | 97.91 | |
Rbc Cad (RY) | 0.2 | $388k | 5.4k | 71.36 | |
American Tower Reit (AMT) | 0.2 | $385k | 4.1k | 93.72 | |
Canadian Natl Ry (CNI) | 0.2 | $376k | 5.3k | 71.02 | |
Cardinal Health (CAH) | 0.2 | $364k | 4.9k | 74.85 | |
Eaton (ETN) | 0.2 | $370k | 5.8k | 63.37 | |
Devon Energy Corporation (DVN) | 0.2 | $346k | 5.1k | 68.12 | |
AFLAC Incorporated (AFL) | 0.2 | $343k | 5.9k | 58.19 | |
Johnson Controls | 0.2 | $343k | 7.8k | 43.94 | |
Valero Energy Corporation (VLO) | 0.2 | $346k | 7.5k | 46.28 | |
CenturyLink | 0.2 | $343k | 8.4k | 40.94 | |
Sanofi-Aventis SA (SNY) | 0.2 | $342k | 6.1k | 56.45 | |
Shire | 0.2 | $346k | 1.3k | 259.18 | |
Precision Castparts | 0.2 | $346k | 1.5k | 236.82 | |
Netflix (NFLX) | 0.2 | $347k | 768.00 | 451.82 | |
St. Jude Medical | 0.2 | $344k | 5.7k | 60.11 | |
Chubb Corporation | 0.2 | $327k | 3.6k | 91.19 | |
Lincoln National Corporation (LNC) | 0.2 | $327k | 6.1k | 53.66 | |
Baker Hughes Incorporated | 0.2 | $335k | 5.2k | 65.00 | |
Deere & Company (DE) | 0.2 | $336k | 4.1k | 81.95 | |
Banco Santander (SAN) | 0.2 | $325k | 34k | 9.51 | |
BlackRock (BLK) | 0.2 | $320k | 976.00 | 327.87 | |
PPG Industries (PPG) | 0.2 | $319k | 1.6k | 196.67 | |
Westpac Banking Corporation | 0.2 | $316k | 11k | 28.11 | |
Corning Incorporated (GLW) | 0.2 | $300k | 16k | 19.32 | |
Apache Corporation | 0.2 | $297k | 3.2k | 93.87 | |
V.F. Corporation (VFC) | 0.2 | $294k | 4.5k | 65.92 | |
International Paper Company (IP) | 0.2 | $294k | 6.2k | 47.74 | |
Marsh & McLennan Companies (MMC) | 0.2 | $299k | 5.7k | 52.42 | |
American Electric Power Company (AEP) | 0.2 | $297k | 5.7k | 52.24 | |
Fifth Third Ban (FITB) | 0.2 | $289k | 14k | 20.02 | |
Ubs Ag Cmn | 0.2 | $283k | 16k | 17.39 | |
Paychex (PAYX) | 0.2 | $283k | 6.4k | 44.25 | |
Zimmer Holdings (ZBH) | 0.2 | $285k | 2.8k | 100.60 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $270k | 6.0k | 44.73 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $259k | 718.00 | 360.72 | |
Kohl's Corporation (KSS) | 0.1 | $255k | 4.2k | 60.98 | |
SYSCO Corporation (SYY) | 0.1 | $258k | 6.8k | 37.91 | |
Western Digital (WDC) | 0.1 | $266k | 2.7k | 97.33 | |
AmerisourceBergen (COR) | 0.1 | $254k | 3.3k | 77.37 | |
BB&T Corporation | 0.1 | $271k | 7.3k | 37.23 | |
Telefonica (TEF) | 0.1 | $261k | 17k | 15.38 | |
Mitsubishi UFJ Financial (MUFG) | 0.1 | $267k | 48k | 5.61 | |
Applied Materials (AMAT) | 0.1 | $267k | 12k | 21.62 | |
Pioneer Natural Resources | 0.1 | $271k | 1.4k | 196.66 | |
Lorillard | 0.1 | $268k | 4.5k | 59.94 | |
Unilever (UL) | 0.1 | $263k | 6.3k | 41.94 | |
Asml Holding (ASML) | 0.1 | $268k | 2.7k | 98.97 | |
Loews Corporation (L) | 0.1 | $241k | 5.8k | 41.66 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $246k | 6.5k | 38.02 | |
Franklin Resources (BEN) | 0.1 | $250k | 4.6k | 54.60 | |
Public Storage (PSA) | 0.1 | $244k | 1.5k | 165.87 | |
W.W. Grainger (GWW) | 0.1 | $252k | 1.0k | 251.50 | |
Becton, Dickinson and (BDX) | 0.1 | $240k | 2.1k | 113.96 | |
CIGNA Corporation | 0.1 | $244k | 2.7k | 90.54 | |
Rio Tinto (RIO) | 0.1 | $243k | 4.9k | 49.25 | |
Symantec Corporation | 0.1 | $238k | 10k | 23.56 | |
Canadian Pacific Railway | 0.1 | $252k | 1.2k | 207.58 | |
Sap (SAP) | 0.1 | $245k | 3.4k | 72.29 | |
AutoZone (AZO) | 0.1 | $238k | 466.00 | 510.73 | |
Eni S.p.A. (E) | 0.1 | $248k | 5.3k | 47.21 | |
Humana (HUM) | 0.1 | $240k | 1.8k | 130.29 | |
Intuit (INTU) | 0.1 | $243k | 2.8k | 87.82 | |
Alexion Pharmaceuticals | 0.1 | $237k | 1.4k | 165.73 | |
Lloyds TSB (LYG) | 0.1 | $244k | 48k | 5.04 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $226k | 2.0k | 112.16 | |
T. Rowe Price (TROW) | 0.1 | $226k | 2.9k | 78.55 | |
Yum! Brands (YUM) | 0.1 | $228k | 3.2k | 71.99 | |
NiSource (NI) | 0.1 | $232k | 5.7k | 40.94 | |
PG&E Corporation (PCG) | 0.1 | $232k | 5.1k | 45.12 | |
Paccar (PCAR) | 0.1 | $221k | 3.9k | 56.80 | |
Entergy Corporation (ETR) | 0.1 | $224k | 2.9k | 77.46 | |
Broadcom Corporation | 0.1 | $227k | 5.6k | 40.41 | |
Edison International (EIX) | 0.1 | $219k | 3.9k | 55.81 | |
ING Groep (ING) | 0.1 | $223k | 16k | 14.17 | |
Tennant Company (TNC) | 0.1 | $225k | 3.4k | 67.04 | |
BT | 0.1 | $226k | 3.7k | 61.43 | |
Rockwell Automation (ROK) | 0.1 | $226k | 2.1k | 109.92 | |
Suncor Energy (SU) | 0.1 | $221k | 6.1k | 36.19 | |
Financial Select Sector SPDR (XLF) | 0.1 | $227k | 9.8k | 23.21 | |
Wpp Plc- (WPP) | 0.1 | $220k | 2.2k | 100.27 | |
Keurig Green Mtn | 0.1 | $225k | 1.7k | 130.06 | |
Hartford Financial Services (HIG) | 0.1 | $218k | 5.8k | 37.29 | |
Charles Schwab Corporation (SCHW) | 0.1 | $218k | 7.4k | 29.43 | |
Carnival Corporation (CCL) | 0.1 | $205k | 5.1k | 40.09 | |
Genuine Parts Company (GPC) | 0.1 | $213k | 2.4k | 87.69 | |
Noble Energy | 0.1 | $204k | 3.0k | 68.48 | |
Honda Motor (HMC) | 0.1 | $209k | 6.1k | 34.22 | |
Exelon Corporation (EXC) | 0.1 | $211k | 6.2k | 34.14 | |
Dover Corporation (DOV) | 0.1 | $212k | 2.6k | 80.36 | |
Public Service Enterprise (PEG) | 0.1 | $211k | 5.7k | 37.28 | |
BHP Billiton (BHP) | 0.1 | $203k | 3.5k | 58.77 | |
L-3 Communications Holdings | 0.1 | $214k | 1.8k | 118.95 | |
Aon | 0.1 | $202k | 2.3k | 87.71 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $200k | 17k | 12.02 | |
Xerox Corporation | 0.1 | $167k | 13k | 13.26 | |
Barclays (BCS) | 0.1 | $162k | 11k | 14.84 | |
Swiss Helvetia Fund (SWZ) | 0.1 | $163k | 12k | 13.52 | |
Boston Scientific Corporation (BSX) | 0.1 | $126k | 11k | 11.83 | |
Frontier Communications | 0.1 | $83k | 13k | 6.52 |