Ascent Wealth Partners as of Sept. 30, 2016
Portfolio Holdings for Ascent Wealth Partners
Ascent Wealth Partners holds 116 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Russell 1000 Growth Index (IWF) | 6.7 | $13M | 127k | 104.17 | |
PowerShares QQQ Trust, Series 1 | 4.7 | $9.2M | 78k | 118.72 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 3.2 | $6.3M | 119k | 52.41 | |
Vanguard Europe Pacific ETF (VEA) | 2.9 | $5.7M | 153k | 37.41 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.9 | $5.7M | 20k | 282.24 | |
iShares Russell 2000 Index (IWM) | 2.6 | $5.2M | 42k | 124.21 | |
Becton, Dickinson and (BDX) | 2.5 | $5.0M | 28k | 179.76 | |
UnitedHealth (UNH) | 2.2 | $4.4M | 31k | 140.00 | |
Apple (AAPL) | 2.2 | $4.3M | 38k | 113.06 | |
Intel Corporation (INTC) | 2.1 | $4.2M | 112k | 37.76 | |
Abbott Laboratories (ABT) | 2.1 | $4.1M | 97k | 42.29 | |
Health Care SPDR (XLV) | 1.9 | $3.8M | 53k | 72.11 | |
Accenture (ACN) | 1.9 | $3.8M | 31k | 122.17 | |
Comcast Corporation (CMCSA) | 1.9 | $3.8M | 57k | 66.35 | |
Boeing Company (BA) | 1.9 | $3.8M | 29k | 131.75 | |
Automatic Data Processing (ADP) | 1.8 | $3.6M | 41k | 88.21 | |
iShares Russell 1000 Value Index (IWD) | 1.8 | $3.6M | 34k | 105.61 | |
Chevron Corporation (CVX) | 1.6 | $3.2M | 31k | 102.91 | |
Verizon Communications (VZ) | 1.6 | $3.1M | 59k | 51.98 | |
Abbvie (ABBV) | 1.6 | $3.1M | 49k | 63.08 | |
Air Products & Chemicals (APD) | 1.6 | $3.1M | 20k | 150.32 | |
Marriott International (MAR) | 1.6 | $3.1M | 46k | 67.33 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $2.9M | 44k | 66.58 | |
Home Depot (HD) | 1.5 | $2.9M | 22k | 128.69 | |
Stryker Corporation (SYK) | 1.5 | $2.9M | 25k | 116.40 | |
Johnson & Johnson (JNJ) | 1.4 | $2.8M | 24k | 118.13 | |
United Parcel Service (UPS) | 1.4 | $2.9M | 26k | 109.36 | |
Illinois Tool Works (ITW) | 1.3 | $2.6M | 22k | 119.84 | |
PNC Financial Services (PNC) | 1.3 | $2.6M | 29k | 90.09 | |
Colgate-Palmolive Company (CL) | 1.3 | $2.6M | 35k | 74.14 | |
Mead Johnson Nutrition | 1.3 | $2.6M | 33k | 79.02 | |
Starbucks Corporation (SBUX) | 1.3 | $2.6M | 47k | 54.15 | |
Cardinal Health (CAH) | 1.3 | $2.5M | 32k | 77.69 | |
Church & Dwight (CHD) | 1.2 | $2.5M | 52k | 47.93 | |
Hershey Company (HSY) | 1.2 | $2.4M | 25k | 95.60 | |
MetLife (MET) | 1.2 | $2.3M | 53k | 44.43 | |
Wal-Mart Stores (WMT) | 1.1 | $2.2M | 31k | 72.13 | |
Wells Fargo & Company (WFC) | 1.1 | $2.2M | 49k | 44.29 | |
Royal Caribbean Cruises (RCL) | 1.1 | $2.1M | 28k | 74.95 | |
Visa (V) | 1.0 | $2.0M | 25k | 82.68 | |
Ameriprise Financial (AMP) | 1.0 | $2.0M | 20k | 99.79 | |
Monsanto Company | 1.0 | $1.9M | 19k | 102.17 | |
Walgreen Boots Alliance (WBA) | 1.0 | $1.9M | 24k | 80.61 | |
T. Rowe Price (TROW) | 0.9 | $1.9M | 28k | 66.50 | |
Kroger (KR) | 0.8 | $1.7M | 56k | 29.69 | |
Financial Select Sector SPDR (XLF) | 0.8 | $1.5M | 79k | 19.29 | |
Alphabet Inc Class A cs (GOOGL) | 0.8 | $1.5M | 1.9k | 804.20 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.7 | $1.4M | 26k | 53.74 | |
Microsoft Corporation (MSFT) | 0.6 | $1.3M | 22k | 57.64 | |
Amazon (AMZN) | 0.6 | $1.2M | 1.4k | 837.08 | |
Express Scripts Holding | 0.6 | $1.2M | 16k | 70.56 | |
Nike (NKE) | 0.6 | $1.1M | 21k | 52.64 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.1M | 28k | 37.66 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | 12k | 87.32 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $1.0M | 4.7k | 216.40 | |
Broad | 0.5 | $980k | 5.7k | 172.54 | |
Panera Bread Company | 0.4 | $798k | 4.1k | 194.59 | |
General Electric Company | 0.4 | $780k | 26k | 29.63 | |
TASER International | 0.4 | $748k | 26k | 28.61 | |
Cognizant Technology Solutions (CTSH) | 0.4 | $704k | 15k | 47.71 | |
Pepsi (PEP) | 0.3 | $696k | 6.4k | 108.90 | |
FedEx Corporation (FDX) | 0.3 | $667k | 3.8k | 174.84 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.3 | $679k | 26k | 26.45 | |
Centene Corporation (CNC) | 0.3 | $650k | 9.7k | 66.94 | |
EOG Resources (EOG) | 0.3 | $633k | 6.6k | 96.64 | |
CVS Caremark Corporation (CVS) | 0.3 | $615k | 6.9k | 89.00 | |
Akamai Technologies (AKAM) | 0.3 | $585k | 11k | 53.06 | |
Colfax Corporation | 0.3 | $581k | 19k | 31.41 | |
Smartfinancial (SMBK) | 0.3 | $575k | 35k | 16.30 | |
Vanguard REIT ETF (VNQ) | 0.3 | $557k | 6.4k | 86.81 | |
Gilead Sciences (GILD) | 0.3 | $543k | 6.9k | 79.15 | |
McKesson Corporation (MCK) | 0.3 | $523k | 3.1k | 166.99 | |
Honeywell International (HON) | 0.3 | $517k | 4.4k | 116.65 | |
Service Corporation International (SCI) | 0.3 | $510k | 19k | 26.55 | |
Palo Alto Networks (PANW) | 0.3 | $509k | 3.2k | 159.56 | |
Pfizer (PFE) | 0.2 | $495k | 15k | 33.84 | |
Bank of America Corporation (BAC) | 0.2 | $456k | 29k | 15.64 | |
Coca-Cola Company (KO) | 0.2 | $458k | 11k | 42.31 | |
Facebook Inc cl a (META) | 0.2 | $451k | 3.5k | 128.20 | |
Perrigo Company (PRGO) | 0.2 | $458k | 5.0k | 92.28 | |
Netflix (NFLX) | 0.2 | $430k | 4.4k | 98.49 | |
Abiomed | 0.2 | $441k | 3.4k | 128.76 | |
McDonald's Corporation (MCD) | 0.2 | $390k | 3.4k | 115.45 | |
Hanesbrands (HBI) | 0.2 | $397k | 16k | 25.26 | |
Verisk Analytics (VRSK) | 0.2 | $395k | 4.9k | 81.28 | |
Under Armour (UAA) | 0.2 | $404k | 11k | 38.65 | |
Cummins (CMI) | 0.2 | $368k | 2.9k | 128.27 | |
Raytheon Company | 0.2 | $374k | 2.8k | 136.00 | |
Procter & Gamble Company (PG) | 0.2 | $376k | 4.2k | 89.74 | |
Williams-Sonoma (WSM) | 0.2 | $354k | 6.9k | 51.08 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $363k | 4.3k | 83.93 | |
Real Estate Select Sect Spdr (XLRE) | 0.2 | $356k | 11k | 32.81 | |
Waste Management (WM) | 0.2 | $328k | 5.1k | 63.89 | |
International Business Machines (IBM) | 0.2 | $310k | 2.0k | 158.89 | |
Community Bank System (CBU) | 0.2 | $313k | 6.5k | 48.15 | |
Bristol Myers Squibb (BMY) | 0.1 | $296k | 5.5k | 53.87 | |
Mondelez Int (MDLZ) | 0.1 | $289k | 6.6k | 43.90 | |
AmerisourceBergen (COR) | 0.1 | $278k | 3.4k | 80.67 | |
Hain Celestial (HAIN) | 0.1 | $279k | 7.8k | 35.59 | |
Xylem (XYL) | 0.1 | $279k | 5.3k | 52.43 | |
M&T Bank Corporation (MTB) | 0.1 | $265k | 2.3k | 115.97 | |
Nextera Energy (NEE) | 0.1 | $263k | 2.2k | 122.33 | |
Parker-Hannifin Corporation (PH) | 0.1 | $251k | 2.0k | 125.50 | |
Goldman Sachs (GS) | 0.1 | $231k | 1.4k | 161.43 | |
Baxter International (BAX) | 0.1 | $246k | 5.2k | 47.58 | |
AFLAC Incorporated (AFL) | 0.1 | $239k | 3.3k | 71.88 | |
E.I. du Pont de Nemours & Company | 0.1 | $232k | 3.5k | 67.09 | |
NBT Ban (NBTB) | 0.1 | $229k | 7.0k | 32.80 | |
Dominion Resources (D) | 0.1 | $219k | 2.9k | 74.39 | |
Tupperware Brands Corporation | 0.1 | $220k | 3.4k | 65.28 | |
Ventas (VTR) | 0.1 | $216k | 3.1k | 70.70 | |
Qorvo (QRVO) | 0.1 | $208k | 3.7k | 55.76 | |
At&t (T) | 0.1 | $205k | 5.0k | 40.67 | |
Whirlpool Corporation (WHR) | 0.1 | $200k | 1.2k | 161.94 | |
Silver Wheaton Corp | 0.1 | $205k | 7.6k | 26.97 | |
Sirius Xm Holdings (SIRI) | 0.0 | $77k | 18k | 4.18 |