Boyd Watterson Asset Management as of Sept. 30, 2017
Portfolio Holdings for Boyd Watterson Asset Management
Boyd Watterson Asset Management holds 151 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 5.8 | $12M | 46k | 251.23 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 4.9 | $9.9M | 89k | 110.87 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 4.5 | $9.0M | 232k | 38.81 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 3.0 | $6.2M | 129k | 47.83 | |
| iShares Lehman MBS Bond Fund (MBB) | 2.9 | $5.8M | 54k | 107.10 | |
| Vaneck Vectors Etf Tr High Yld Mun Etf | 2.8 | $5.7M | 182k | 31.31 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.8 | $5.6M | 46k | 121.23 | |
| Powershares Senior Loan Portfo mf | 2.5 | $5.1M | 219k | 23.16 | |
| Microsoft Corporation (MSFT) | 2.4 | $4.8M | 65k | 74.49 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.0 | $4.1M | 13k | 326.36 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $3.7M | 38k | 95.51 | |
| Boeing Company (BA) | 1.8 | $3.6M | 14k | 254.23 | |
| Abbvie (ABBV) | 1.7 | $3.4M | 38k | 88.86 | |
| Apple (AAPL) | 1.6 | $3.2M | 21k | 154.11 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.5 | $3.0M | 27k | 110.18 | |
| Pfizer (PFE) | 1.3 | $2.7M | 76k | 35.69 | |
| Eaton (ETN) | 1.3 | $2.7M | 35k | 76.79 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $2.5M | 2.6k | 973.89 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.2 | $2.4M | 23k | 105.33 | |
| American Express Company (AXP) | 1.2 | $2.4M | 26k | 90.45 | |
| Johnson & Johnson (JNJ) | 1.1 | $2.3M | 18k | 130.00 | |
| Abbott Laboratories (ABT) | 1.1 | $2.3M | 42k | 53.35 | |
| Walgreen Boots Alliance | 1.1 | $2.3M | 29k | 77.21 | |
| Intel Corporation (INTC) | 1.1 | $2.2M | 58k | 38.08 | |
| Honeywell International (HON) | 1.0 | $2.1M | 15k | 141.71 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 1.0 | $2.1M | 22k | 94.18 | |
| Powershares Etf Tr Ii var rate pfd por | 1.0 | $2.0M | 78k | 26.06 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.0 | $1.9M | 8.4k | 230.81 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.9 | $1.9M | 28k | 68.49 | |
| iShares S&P Global 100 Index (IOO) | 0.9 | $1.9M | 22k | 88.24 | |
| Procter & Gamble Company (PG) | 0.9 | $1.9M | 21k | 90.97 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.9 | $1.9M | 16k | 116.43 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.9 | $1.8M | 24k | 74.20 | |
| Merck & Co (MRK) | 0.8 | $1.7M | 26k | 64.02 | |
| Medtronic (MDT) | 0.8 | $1.7M | 21k | 77.78 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.6M | 20k | 82.01 | |
| Wells Fargo & Company (WFC) | 0.8 | $1.6M | 29k | 55.15 | |
| Pepsi (PEP) | 0.8 | $1.5M | 14k | 111.43 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.7 | $1.5M | 17k | 84.45 | |
| Visa (V) | 0.7 | $1.4M | 14k | 105.26 | |
| Shopify Inc cl a (SHOP) | 0.7 | $1.4M | 12k | 116.47 | |
| General Electric Company | 0.7 | $1.3M | 56k | 24.17 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.7 | $1.3M | 44k | 30.31 | |
| Coca-Cola Company (KO) | 0.7 | $1.3M | 30k | 45.01 | |
| Cisco Systems (CSCO) | 0.6 | $1.2M | 36k | 33.63 | |
| United Technologies Corporation | 0.6 | $1.2M | 11k | 116.07 | |
| Expedia (EXPE) | 0.6 | $1.2M | 8.3k | 143.90 | |
| Target Corporation (TGT) | 0.6 | $1.2M | 20k | 59.03 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.6 | $1.1M | 9.1k | 124.77 | |
| Mondelez Int (MDLZ) | 0.6 | $1.1M | 28k | 40.65 | |
| General Motors Company (GM) | 0.5 | $1.1M | 27k | 40.37 | |
| MasterCard Incorporated (MA) | 0.5 | $1.1M | 7.5k | 141.27 | |
| Hanesbrands (HBI) | 0.5 | $1.1M | 43k | 24.65 | |
| Whirlpool Corporation (WHR) | 0.5 | $1.0M | 5.7k | 184.40 | |
| Synchrony Financial (SYF) | 0.5 | $1.0M | 34k | 31.06 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.0M | 12k | 85.56 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.5 | $1.0M | 12k | 88.79 | |
| Broad | 0.5 | $1.0M | 4.3k | 242.49 | |
| Chevron Corporation (CVX) | 0.5 | $1.0M | 8.7k | 117.44 | |
| Verizon Communications (VZ) | 0.5 | $1.0M | 20k | 49.49 | |
| Lowe's Companies (LOW) | 0.5 | $1.0M | 13k | 79.92 | |
| Citigroup (C) | 0.5 | $995k | 14k | 72.76 | |
| ConocoPhillips (COP) | 0.5 | $906k | 18k | 50.06 | |
| Phillips 66 (PSX) | 0.4 | $896k | 9.8k | 91.62 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $865k | 16k | 53.03 | |
| Lazard Ltd-cl A shs a | 0.4 | $858k | 19k | 45.20 | |
| iShares S&P MidCap 400 Index (IJH) | 0.4 | $835k | 4.7k | 178.92 | |
| Spdr Short-term High Yield mf (SJNK) | 0.4 | $834k | 30k | 27.99 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $825k | 860.00 | 959.30 | |
| U.S. Bancorp (USB) | 0.4 | $813k | 15k | 53.61 | |
| Amgen (AMGN) | 0.4 | $805k | 4.3k | 186.52 | |
| Allergan | 0.4 | $808k | 3.9k | 205.08 | |
| Hca Holdings (HCA) | 0.4 | $794k | 10k | 79.54 | |
| Yum China Holdings (YUMC) | 0.4 | $790k | 20k | 39.97 | |
| Qualcomm (QCOM) | 0.4 | $775k | 15k | 51.85 | |
| CBS Corporation | 0.4 | $754k | 13k | 57.97 | |
| Barnes | 0.4 | $744k | 11k | 70.45 | |
| iShares S&P 500 Index (IVV) | 0.4 | $758k | 3.0k | 253.09 | |
| Ishares Tr fltg rate nt (FLOT) | 0.4 | $749k | 15k | 50.96 | |
| Ford Motor Company (F) | 0.4 | $738k | 62k | 11.97 | |
| Marathon Petroleum Corp (MPC) | 0.4 | $729k | 13k | 56.06 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $710k | 3.9k | 183.27 | |
| Capital One Financial (COF) | 0.3 | $713k | 8.4k | 84.62 | |
| International Business Machines (IBM) | 0.3 | $706k | 4.9k | 145.15 | |
| Bank of America Corporation (BAC) | 0.3 | $688k | 27k | 25.33 | |
| Amazon (AMZN) | 0.3 | $686k | 714.00 | 960.78 | |
| Hewlett Packard Enterprise (HPE) | 0.3 | $690k | 47k | 14.70 | |
| Caterpillar (CAT) | 0.3 | $673k | 5.4k | 124.65 | |
| United Parcel Service (UPS) | 0.3 | $672k | 5.6k | 120.06 | |
| PPG Industries (PPG) | 0.3 | $666k | 6.1k | 108.66 | |
| Edgewell Pers Care (EPC) | 0.3 | $664k | 9.1k | 72.81 | |
| Zimmer Holdings (ZBH) | 0.3 | $625k | 5.3k | 117.00 | |
| Concho Resources | 0.3 | $626k | 4.8k | 131.71 | |
| CVS Caremark Corporation (CVS) | 0.3 | $608k | 7.5k | 81.31 | |
| Kinder Morgan (KMI) | 0.3 | $605k | 32k | 19.17 | |
| Fastenal Company (FAST) | 0.3 | $573k | 13k | 45.60 | |
| Tanger Factory Outlet Centers (SKT) | 0.3 | $575k | 24k | 24.44 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $549k | 4.8k | 113.50 | |
| 3M Company (MMM) | 0.3 | $535k | 2.5k | 210.05 | |
| Celgene Corporation | 0.2 | $495k | 3.4k | 145.89 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $492k | 4.5k | 109.70 | |
| McDonald's Corporation (MCD) | 0.2 | $472k | 3.0k | 156.76 | |
| Ares Capital Corporation (ARCC) | 0.2 | $471k | 29k | 16.39 | |
| McKesson Corporation (MCK) | 0.2 | $449k | 2.9k | 153.71 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $454k | 7.1k | 64.22 | |
| Pentair cs (PNR) | 0.2 | $448k | 6.6k | 67.89 | |
| Potash Corp. Of Saskatchewan I | 0.2 | $424k | 22k | 19.24 | |
| Macy's (M) | 0.2 | $428k | 20k | 21.83 | |
| Hp (HPQ) | 0.2 | $396k | 20k | 19.94 | |
| BlackRock | 0.2 | $388k | 867.00 | 447.52 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.2 | $383k | 5.0k | 77.20 | |
| Costco Wholesale Corporation (COST) | 0.2 | $384k | 2.3k | 164.17 | |
| Marsh & McLennan Companies | 0.2 | $390k | 4.6k | 83.91 | |
| Exelon Corporation (EXC) | 0.2 | $394k | 10k | 37.71 | |
| Marathon Oil Corporation (MRO) | 0.2 | $364k | 27k | 13.55 | |
| Home Depot (HD) | 0.2 | $341k | 2.1k | 163.47 | |
| At&t (T) | 0.2 | $338k | 8.6k | 39.17 | |
| Gilead Sciences (GILD) | 0.2 | $314k | 3.9k | 81.12 | |
| Wal-Mart Stores (WMT) | 0.1 | $304k | 3.9k | 78.03 | |
| Illinois Tool Works (ITW) | 0.1 | $304k | 2.1k | 148.08 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $311k | 6.6k | 46.82 | |
| Mattel (MAT) | 0.1 | $293k | 19k | 15.50 | |
| BB&T Corporation | 0.1 | $292k | 6.2k | 46.87 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $288k | 936.00 | 307.69 | |
| Vanguard Growth ETF (VUG) | 0.1 | $279k | 2.1k | 132.92 | |
| Tripadvisor (TRIP) | 0.1 | $285k | 7.0k | 40.47 | |
| Vantiv Inc Cl A | 0.1 | $285k | 4.1k | 70.37 | |
| Total | 0.1 | $258k | 4.8k | 53.46 | |
| J.M. Smucker Company (SJM) | 0.1 | $266k | 2.5k | 104.77 | |
| Allianz SE | 0.1 | $271k | 12k | 22.50 | |
| Axa (AXAHY) | 0.1 | $267k | 8.8k | 30.27 | |
| Nippon Telegraph & Telephone (NTTYY) | 0.1 | $262k | 5.7k | 45.75 | |
| Te Connectivity Ltd for | 0.1 | $254k | 3.1k | 83.12 | |
| HSBC Holdings (HSBC) | 0.1 | $240k | 4.9k | 49.34 | |
| Bristol Myers Squibb (BMY) | 0.1 | $244k | 3.8k | 63.79 | |
| Waters Corporation (WAT) | 0.1 | $243k | 1.4k | 179.47 | |
| Unilever | 0.1 | $242k | 4.1k | 58.95 | |
| Basf Se (BASFY) | 0.1 | $238k | 2.2k | 106.44 | |
| Emerson Electric (EMR) | 0.1 | $214k | 3.4k | 62.90 | |
| Yum! Brands (YUM) | 0.1 | $229k | 3.1k | 73.75 | |
| Sanofi-Aventis SA (SNY) | 0.1 | $218k | 4.4k | 49.74 | |
| BAE Systems (BAESY) | 0.1 | $228k | 6.7k | 33.91 | |
| Komatsu (KMTUY) | 0.1 | $213k | 7.5k | 28.38 | |
| Royal Dutch Shell | 0.1 | $203k | 3.4k | 60.43 | |
| Toyota Motor Corporation (TM) | 0.1 | $205k | 1.7k | 118.98 | |
| MetLife (MET) | 0.1 | $200k | 3.9k | 51.95 | |
| Siemens (SIEGY) | 0.1 | $207k | 2.9k | 70.38 | |
| Vodafone Group New Adr F (VOD) | 0.1 | $210k | 7.4k | 28.41 | |
| Mitsubishi UFJ Financial (MUFG) | 0.1 | $161k | 25k | 6.44 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $159k | 18k | 8.92 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.1 | $97k | 17k | 5.73 |