Compton Wealth Advisory Group as of Dec. 31, 2018
Portfolio Holdings for Compton Wealth Advisory Group
Compton Wealth Advisory Group holds 68 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Dollar Tree (DLTR) | 59.2 | $115M | 1.3M | 90.32 | |
Invesco Buyback Achievers Etf equities (PKW) | 3.2 | $6.2M | 118k | 52.17 | |
Vanguard Value ETF (VTV) | 1.8 | $3.4M | 35k | 97.94 | |
Vanguard Small-Cap ETF (VB) | 1.7 | $3.4M | 25k | 131.98 | |
Ishares Inc core msci emkt (IEMG) | 1.7 | $3.3M | 69k | 47.15 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.6 | $3.1M | 57k | 55.01 | |
Apple (AAPL) | 1.4 | $2.7M | 17k | 157.74 | |
Amazon (AMZN) | 1.4 | $2.7M | 1.8k | 1502.25 | |
iShares S&P 500 Growth Index (IVW) | 1.2 | $2.4M | 16k | 150.67 | |
Microsoft Corporation (MSFT) | 1.2 | $2.3M | 22k | 101.58 | |
UnitedHealth (UNH) | 1.2 | $2.3M | 9.1k | 249.17 | |
Alphabet Inc Class A cs (GOOGL) | 1.1 | $2.1M | 2.0k | 1045.04 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $2.0M | 21k | 97.64 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 1.0 | $2.0M | 38k | 51.81 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.9 | $1.7M | 18k | 91.42 | |
Walt Disney Company (DIS) | 0.8 | $1.7M | 15k | 109.66 | |
Bank of America Corporation (BAC) | 0.8 | $1.6M | 65k | 24.65 | |
Visa (V) | 0.8 | $1.5M | 11k | 131.95 | |
Cisco Systems (CSCO) | 0.7 | $1.4M | 33k | 43.33 | |
Vanguard Europe Pacific ETF (VEA) | 0.7 | $1.3M | 36k | 37.11 | |
Berkshire Hathaway (BRK.B) | 0.7 | $1.3M | 6.4k | 204.16 | |
Honeywell International (HON) | 0.7 | $1.3M | 9.8k | 132.13 | |
Facebook Inc cl a (META) | 0.7 | $1.3M | 9.8k | 131.07 | |
Abbvie (ABBV) | 0.7 | $1.3M | 14k | 92.21 | |
Chevron Corporation (CVX) | 0.7 | $1.3M | 12k | 108.76 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.6 | $1.2M | 8.3k | 150.55 | |
iShares Russell Midcap Index Fund (IWR) | 0.6 | $1.1M | 24k | 46.48 | |
Intel Corporation (INTC) | 0.6 | $1.1M | 23k | 46.91 | |
Amgen (AMGN) | 0.6 | $1.1M | 5.5k | 194.63 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $1.0M | 11k | 97.93 | |
Home Depot (HD) | 0.5 | $1.0M | 6.0k | 171.76 | |
Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) | 0.5 | $1.0M | 7.6k | 131.71 | |
Charles Schwab Corporation (SCHW) | 0.5 | $948k | 23k | 41.52 | |
Johnson & Johnson (JNJ) | 0.5 | $908k | 7.0k | 129.01 | |
Netflix (NFLX) | 0.5 | $913k | 3.4k | 267.58 | |
EOG Resources (EOG) | 0.5 | $887k | 10k | 87.25 | |
Cummins (CMI) | 0.4 | $805k | 6.0k | 133.59 | |
Lockheed Martin Corporation (LMT) | 0.4 | $764k | 2.9k | 261.73 | |
FedEx Corporation (FDX) | 0.4 | $738k | 4.6k | 161.38 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $727k | 19k | 38.10 | |
Caterpillar (CAT) | 0.4 | $696k | 5.5k | 127.03 | |
Vanguard Small-Cap Value ETF (VBR) | 0.3 | $678k | 5.9k | 114.03 | |
Constellation Brands (STZ) | 0.3 | $606k | 3.8k | 160.87 | |
iShares S&P MidCap 400 Growth (IJK) | 0.3 | $587k | 3.1k | 191.08 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $563k | 6.9k | 81.32 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.3 | $524k | 5.5k | 95.20 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $521k | 6.7k | 77.99 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $522k | 504.00 | 1035.71 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $487k | 3.0k | 161.47 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.2 | $480k | 7.6k | 63.47 | |
Dowdupont | 0.2 | $494k | 9.2k | 53.47 | |
Eastman Chemical Company (EMN) | 0.2 | $468k | 6.4k | 73.17 | |
Fulton Financial (FULT) | 0.2 | $400k | 26k | 15.47 | |
Citigroup (C) | 0.2 | $405k | 7.8k | 52.04 | |
Ishares Tr msci int smlcp (ISCF) | 0.2 | $394k | 15k | 25.88 | |
Broadcom (AVGO) | 0.2 | $384k | 1.5k | 254.30 | |
Wal-Mart Stores (WMT) | 0.2 | $363k | 3.9k | 93.08 | |
Dominion Resources (D) | 0.2 | $372k | 5.2k | 71.44 | |
O'reilly Automotive (ORLY) | 0.2 | $374k | 1.1k | 344.38 | |
MasterCard Incorporated (MA) | 0.2 | $347k | 1.8k | 188.79 | |
salesforce (CRM) | 0.2 | $351k | 2.6k | 137.00 | |
American Tower Reit (AMT) | 0.2 | $317k | 2.0k | 158.26 | |
Eli Lilly & Co. (LLY) | 0.1 | $267k | 2.3k | 115.58 | |
Nextera Energy (NEE) | 0.1 | $251k | 1.4k | 174.06 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $246k | 3.1k | 79.28 | |
Coca-Cola Company (KO) | 0.1 | $225k | 4.7k | 47.44 | |
United Parcel Service (UPS) | 0.1 | $224k | 2.3k | 97.52 | |
CVS Caremark Corporation (CVS) | 0.1 | $235k | 3.6k | 65.46 |