Compton Wealth Advisory Group as of June 30, 2020
Portfolio Holdings for Compton Wealth Advisory Group
Compton Wealth Advisory Group holds 62 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Specialized Funds Div App Etf (VIG) | 6.2 | $5.8M | 50k | 117.17 | |
Apple (AAPL) | 6.0 | $5.7M | 16k | 364.79 | |
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) | 5.7 | $5.4M | 138k | 38.79 | |
Vanguard Index Fds Value Etf (VTV) | 5.5 | $5.2M | 52k | 99.60 | |
Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 5.1 | $4.7M | 83k | 57.39 | |
Amazon (AMZN) | 4.6 | $4.3M | 1.6k | 2758.51 | |
Microsoft Corporation (MSFT) | 4.3 | $4.1M | 20k | 203.51 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 3.7 | $3.5M | 65k | 53.63 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $2.7M | 1.9k | 1417.95 | |
UnitedHealth (UNH) | 2.7 | $2.5M | 8.6k | 294.96 | |
Ishares Tr S&P SML 600 GWT (IJT) | 2.7 | $2.5M | 15k | 169.79 | |
Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $2.4M | 16k | 145.69 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 2.5 | $2.3M | 11k | 207.48 | |
Visa Com Cl A (V) | 2.2 | $2.1M | 11k | 193.21 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $2.0M | 21k | 94.06 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.1 | $2.0M | 19k | 106.89 | |
Facebook Cl A (META) | 2.0 | $1.9M | 8.3k | 227.09 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $1.8M | 18k | 101.74 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 1.6 | $1.5M | 28k | 53.60 | |
Disney Walt Com Disney (DIS) | 1.5 | $1.4M | 12k | 111.50 | |
Home Depot (HD) | 1.4 | $1.3M | 5.3k | 250.52 | |
Bank of America Corporation (BAC) | 1.4 | $1.3M | 54k | 23.74 | |
salesforce (CRM) | 1.3 | $1.3M | 6.8k | 187.29 | |
Netflix (NFLX) | 1.3 | $1.3M | 2.8k | 455.17 | |
Honeywell International (HON) | 1.3 | $1.2M | 8.5k | 144.60 | |
Cisco Systems (CSCO) | 1.3 | $1.2M | 26k | 46.64 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.2M | 6.5k | 178.56 | |
Cummins (CMI) | 1.2 | $1.1M | 6.6k | 173.33 | |
Lockheed Martin Corporation (LMT) | 1.2 | $1.1M | 3.1k | 365.12 | |
Nike CL B (NKE) | 1.1 | $1.0M | 10k | 98.09 | |
Johnson & Johnson (JNJ) | 1.0 | $978k | 7.0k | 140.62 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $918k | 4.6k | 199.52 | |
Chevron Corporation (CVX) | 1.0 | $908k | 10k | 89.26 | |
American Tower Reit (AMT) | 0.9 | $834k | 3.2k | 258.52 | |
Amgen (AMGN) | 0.9 | $826k | 3.5k | 235.73 | |
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.8 | $768k | 5.1k | 150.53 | |
Starbucks Corporation (SBUX) | 0.8 | $760k | 10k | 73.62 | |
O'reilly Automotive (ORLY) | 0.8 | $738k | 1.7k | 421.96 | |
Broadcom (AVGO) | 0.8 | $725k | 2.3k | 315.63 | |
Wal-Mart Stores (WMT) | 0.8 | $708k | 5.9k | 119.70 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $688k | 8.3k | 83.16 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $671k | 7.6k | 88.31 | |
Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.7 | $659k | 14k | 48.86 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.7 | $655k | 6.1k | 106.66 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $580k | 15k | 39.60 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.6 | $565k | 2.5k | 223.94 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.6 | $536k | 3.2k | 165.18 | |
Delmar Bancorp Com New | 0.5 | $508k | 77k | 6.57 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.5 | $496k | 6.7k | 73.99 | |
Dominion Resources (D) | 0.5 | $495k | 6.1k | 81.19 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $472k | 2.5k | 192.10 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $471k | 333.00 | 1414.41 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $433k | 9.1k | 47.56 | |
Eli Lilly & Co. (LLY) | 0.4 | $419k | 2.6k | 164.06 | |
Nextera Energy (NEE) | 0.4 | $400k | 1.7k | 240.38 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $394k | 4.1k | 95.63 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $391k | 1.3k | 309.58 | |
Abbvie (ABBV) | 0.3 | $261k | 2.7k | 98.16 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $259k | 595.00 | 435.29 | |
Coca-Cola Company (KO) | 0.2 | $231k | 5.2k | 44.72 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $206k | 696.00 | 295.98 | |
Intel Corporation (INTC) | 0.2 | $204k | 3.4k | 59.96 |