Compton Wealth Advisory Group as of Sept. 30, 2019
Portfolio Holdings for Compton Wealth Advisory Group
Compton Wealth Advisory Group holds 64 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Dollar Tree (DLTR) | 48.2 | $88M | 768k | 114.16 | |
Invesco Buyback Achievers Etf equities (PKW) | 4.1 | $7.4M | 119k | 62.58 | |
Vanguard Value ETF (VTV) | 2.9 | $5.2M | 47k | 111.61 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 2.8 | $5.1M | 90k | 57.23 | |
Vanguard Europe Pacific ETF (VEA) | 2.6 | $4.7M | 115k | 41.08 | |
Apple (AAPL) | 2.0 | $3.7M | 17k | 223.97 | |
Microsoft Corporation (MSFT) | 1.7 | $3.1M | 22k | 139.02 | |
Amazon (AMZN) | 1.6 | $2.9M | 1.7k | 1735.87 | |
Vanguard Small-Cap ETF (VB) | 1.5 | $2.8M | 18k | 153.88 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $2.7M | 23k | 117.70 | |
iShares S&P 500 Growth Index (IVW) | 1.5 | $2.7M | 15k | 180.02 | |
Alphabet Inc Class A cs (GOOGL) | 1.3 | $2.4M | 2.0k | 1221.05 | |
iShares S&P SmallCap 600 Growth (IJT) | 1.3 | $2.3M | 13k | 178.41 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 1.1 | $2.0M | 19k | 108.10 | |
UnitedHealth (UNH) | 1.1 | $2.0M | 9.0k | 217.26 | |
Visa (V) | 1.1 | $2.0M | 11k | 172.04 | |
Walt Disney Company (DIS) | 1.0 | $1.9M | 14k | 130.31 | |
Bank of America Corporation (BAC) | 1.0 | $1.8M | 62k | 29.17 | |
Honeywell International (HON) | 0.9 | $1.6M | 9.6k | 169.18 | |
Berkshire Hathaway (BRK.B) | 0.9 | $1.6M | 7.5k | 207.96 | |
Facebook Inc cl a (META) | 0.9 | $1.6M | 8.8k | 178.06 | |
Cisco Systems (CSCO) | 0.8 | $1.5M | 30k | 49.40 | |
Lockheed Martin Corporation (LMT) | 0.8 | $1.4M | 3.6k | 390.16 | |
Chevron Corporation (CVX) | 0.8 | $1.4M | 12k | 118.60 | |
Home Depot (HD) | 0.8 | $1.4M | 5.9k | 231.94 | |
iShares Russell Midcap Index Fund (IWR) | 0.7 | $1.3M | 24k | 55.93 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.7 | $1.3M | 11k | 119.54 | |
Cummins (CMI) | 0.7 | $1.3M | 7.9k | 162.65 | |
Nike (NKE) | 0.7 | $1.2M | 13k | 93.94 | |
salesforce (CRM) | 0.7 | $1.2M | 8.1k | 148.39 | |
Constellation Brands (STZ) | 0.6 | $1.1M | 5.4k | 207.35 | |
Caterpillar (CAT) | 0.6 | $1.1M | 8.8k | 126.34 | |
Starbucks Corporation (SBUX) | 0.6 | $1.1M | 12k | 88.40 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $1.1M | 18k | 61.09 | |
Johnson & Johnson (JNJ) | 0.6 | $1.1M | 8.2k | 129.44 | |
FedEx Corporation (FDX) | 0.6 | $1.0M | 6.9k | 145.62 | |
Abbvie (ABBV) | 0.6 | $997k | 13k | 75.69 | |
American Tower Reit (AMT) | 0.5 | $963k | 4.4k | 221.23 | |
Wal-Mart Stores (WMT) | 0.5 | $954k | 8.0k | 118.73 | |
O'reilly Automotive (ORLY) | 0.5 | $944k | 2.4k | 398.65 | |
Amgen (AMGN) | 0.5 | $873k | 4.5k | 193.53 | |
Vanguard Small-Cap Value ETF (VBR) | 0.5 | $868k | 6.7k | 128.90 | |
Broadcom (AVGO) | 0.5 | $866k | 3.1k | 276.06 | |
Charles Schwab Corporation (SCHW) | 0.5 | $829k | 20k | 41.84 | |
Netflix (NFLX) | 0.4 | $804k | 3.0k | 267.73 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $795k | 20k | 40.28 | |
iShares S&P MidCap 400 Growth (IJK) | 0.4 | $719k | 3.2k | 223.85 | |
Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) | 0.4 | $721k | 5.1k | 141.37 | |
EOG Resources (EOG) | 0.4 | $713k | 9.6k | 74.19 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.4 | $687k | 6.1k | 112.92 | |
Dominion Resources (D) | 0.3 | $600k | 7.4k | 81.08 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.3 | $573k | 3.2k | 181.90 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $446k | 5.3k | 84.50 | |
Fulton Financial (FULT) | 0.2 | $418k | 26k | 16.17 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $406k | 333.00 | 1219.22 | |
Nextera Energy (NEE) | 0.2 | $365k | 1.6k | 232.93 | |
Ishares Tr msci int smlcp (ISCF) | 0.2 | $334k | 12k | 28.56 | |
Coca-Cola Company (KO) | 0.1 | $265k | 4.9k | 54.48 | |
Eli Lilly & Co. (LLY) | 0.1 | $252k | 2.3k | 112.00 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $219k | 2.7k | 80.84 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $221k | 1.9k | 119.33 | |
Nicolet Bankshares (NIC) | 0.1 | $220k | 3.3k | 66.67 | |
Intel Corporation (INTC) | 0.1 | $207k | 4.0k | 51.51 | |
Aethlon Med | 0.0 | $5.1k | 22k | 0.23 |