Compton Wealth Advisory Group as of March 31, 2019
Portfolio Holdings for Compton Wealth Advisory Group
Compton Wealth Advisory Group holds 68 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Dollar Tree (DLTR) | 53.2 | $100M | 956k | 105.04 | |
Invesco Buyback Achievers Etf equities (PKW) | 3.9 | $7.4M | 124k | 59.63 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 2.6 | $4.9M | 86k | 57.44 | |
Vanguard Value ETF (VTV) | 2.2 | $4.2M | 39k | 107.64 | |
Vanguard Small-Cap ETF (VB) | 1.9 | $3.5M | 23k | 152.78 | |
Vanguard Europe Pacific ETF (VEA) | 1.8 | $3.4M | 84k | 40.87 | |
Apple (AAPL) | 1.8 | $3.3M | 17k | 189.93 | |
Amazon (AMZN) | 1.7 | $3.2M | 1.8k | 1780.65 | |
iShares S&P 500 Growth Index (IVW) | 1.4 | $2.7M | 16k | 172.38 | |
Microsoft Corporation (MSFT) | 1.4 | $2.7M | 23k | 117.96 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $2.4M | 2.0k | 1176.97 | |
UnitedHealth (UNH) | 1.2 | $2.2M | 9.0k | 247.24 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $2.1M | 21k | 101.26 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 1.0 | $1.9M | 18k | 104.45 | |
Bank of America Corporation (BAC) | 0.9 | $1.8M | 65k | 27.59 | |
Cisco Systems (CSCO) | 0.9 | $1.8M | 33k | 54.00 | |
Visa (V) | 0.9 | $1.7M | 11k | 156.19 | |
Walt Disney Company (DIS) | 0.9 | $1.7M | 15k | 111.03 | |
Facebook Inc cl a (META) | 0.9 | $1.6M | 9.8k | 166.72 | |
Honeywell International (HON) | 0.8 | $1.6M | 9.8k | 158.96 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.8 | $1.5M | 8.3k | 179.76 | |
Chevron Corporation (CVX) | 0.8 | $1.4M | 12k | 123.21 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.7 | $1.4M | 7.8k | 178.44 | |
Berkshire Hathaway (BRK.B) | 0.7 | $1.3M | 6.5k | 200.89 | |
iShares Russell Midcap Index Fund (IWR) | 0.7 | $1.3M | 24k | 53.94 | |
Intel Corporation (INTC) | 0.7 | $1.2M | 23k | 53.72 | |
Netflix (NFLX) | 0.7 | $1.2M | 3.5k | 356.54 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.7 | $1.2M | 20k | 60.75 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.6 | $1.2M | 11k | 109.64 | |
Home Depot (HD) | 0.6 | $1.2M | 6.1k | 191.98 | |
Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) | 0.6 | $1.1M | 7.6k | 151.18 | |
Abbvie (ABBV) | 0.6 | $1.1M | 14k | 80.60 | |
Amgen (AMGN) | 0.6 | $1.1M | 5.5k | 189.90 | |
Charles Schwab Corporation (SCHW) | 0.5 | $976k | 23k | 42.75 | |
Johnson & Johnson (JNJ) | 0.5 | $984k | 7.0k | 139.79 | |
EOG Resources (EOG) | 0.5 | $968k | 10k | 95.22 | |
Cummins (CMI) | 0.5 | $951k | 6.0k | 157.82 | |
Lockheed Martin Corporation (LMT) | 0.5 | $876k | 2.9k | 300.10 | |
FedEx Corporation (FDX) | 0.4 | $830k | 4.6k | 181.50 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $832k | 20k | 42.49 | |
Vanguard Small-Cap Value ETF (VBR) | 0.4 | $790k | 6.1k | 128.71 | |
Caterpillar (CAT) | 0.4 | $747k | 5.5k | 135.47 | |
iShares S&P MidCap 400 Growth (IJK) | 0.4 | $686k | 3.1k | 219.10 | |
Constellation Brands (STZ) | 0.3 | $660k | 3.8k | 175.21 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.3 | $608k | 5.6k | 107.88 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $591k | 504.00 | 1172.62 | |
Eastman Chemical Company (EMN) | 0.3 | $485k | 6.4k | 75.83 | |
Citigroup (C) | 0.3 | $482k | 7.8k | 62.18 | |
Dowdupont | 0.3 | $492k | 9.2k | 53.26 | |
Dominion Resources (D) | 0.2 | $449k | 5.9k | 76.65 | |
Broadcom (AVGO) | 0.2 | $454k | 1.5k | 300.66 | |
MasterCard Incorporated (MA) | 0.2 | $433k | 1.8k | 235.58 | |
O'reilly Automotive (ORLY) | 0.2 | $422k | 1.1k | 388.58 | |
salesforce (CRM) | 0.2 | $406k | 2.6k | 158.47 | |
Fulton Financial (FULT) | 0.2 | $400k | 26k | 15.47 | |
American Tower Reit (AMT) | 0.2 | $395k | 2.0k | 197.20 | |
Wal-Mart Stores (WMT) | 0.2 | $380k | 3.9k | 97.41 | |
Ishares Tr msci int smlcp (ISCF) | 0.2 | $384k | 13k | 28.59 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $317k | 3.9k | 81.12 | |
Eli Lilly & Co. (LLY) | 0.2 | $300k | 2.3k | 129.87 | |
Nextera Energy (NEE) | 0.1 | $288k | 1.5k | 193.03 | |
United Parcel Service (UPS) | 0.1 | $257k | 2.3k | 111.89 | |
Coca-Cola Company (KO) | 0.1 | $222k | 4.7k | 46.78 | |
Nike (NKE) | 0.1 | $233k | 2.8k | 84.30 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $222k | 1.9k | 119.94 | |
Texas Instruments Incorporated (TXN) | 0.1 | $217k | 2.0k | 106.16 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $212k | 4.1k | 51.77 | |
Aethlon Med | 0.0 | $21k | 22k | 0.95 |