Goss Wealth Management as of March 31, 2016
Portfolio Holdings for Goss Wealth Management
Goss Wealth Management holds 50 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Barclays 20+ Yr Treas.Bond (TLT) | 9.9 | $12M | 90k | 130.66 | |
PowerShares DWA Technical Ldrs Pf | 6.4 | $7.7M | 188k | 40.76 | |
Spdr S&p 500 Etf (SPY) | 6.3 | $7.5M | 37k | 205.34 | |
Rydex S&P Equal Weight ETF | 6.1 | $7.3M | 93k | 78.46 | |
Lowe's Companies (LOW) | 2.8 | $3.3M | 44k | 75.87 | |
Wec Energy Group (WEC) | 2.8 | $3.3M | 55k | 60.04 | |
Reynolds American | 2.8 | $3.3M | 65k | 50.42 | |
Jack Henry & Associates (JKHY) | 2.7 | $3.2M | 38k | 84.81 | |
McCormick & Company, Incorporated (MKC) | 2.7 | $3.2M | 32k | 99.36 | |
Eversource Energy (ES) | 2.6 | $3.0M | 52k | 58.33 | |
CMS Energy Corporation (CMS) | 2.5 | $3.0M | 71k | 42.51 | |
Nextera Energy (NEE) | 2.5 | $3.0M | 25k | 118.21 | |
Microsoft Corporation (MSFT) | 2.5 | $2.9M | 53k | 55.11 | |
Becton, Dickinson and (BDX) | 2.5 | $2.9M | 19k | 152.21 | |
ConAgra Foods (CAG) | 2.4 | $2.9M | 64k | 44.77 | |
Leggett & Platt (LEG) | 2.4 | $2.9M | 59k | 48.45 | |
3M Company (MMM) | 2.4 | $2.8M | 17k | 164.84 | |
Raytheon Company | 2.3 | $2.8M | 23k | 122.42 | |
American Tower Reit (AMT) | 2.3 | $2.7M | 27k | 102.15 | |
General Dynamics Corporation (GD) | 2.2 | $2.7M | 20k | 131.85 | |
Lockheed Martin Corporation (LMT) | 2.2 | $2.7M | 12k | 222.19 | |
Brown-Forman Corporation (BF.B) | 2.2 | $2.6M | 26k | 98.32 | |
V.F. Corporation (VFC) | 2.1 | $2.6M | 39k | 64.85 | |
Cisco Systems (CSCO) | 2.1 | $2.5M | 90k | 28.45 | |
Cincinnati Financial Corporation (CINF) | 2.1 | $2.5M | 39k | 65.35 | |
Sempra Energy (SRE) | 2.1 | $2.6M | 25k | 103.91 | |
Harris Corporation | 2.1 | $2.5M | 33k | 78.02 | |
Ecolab (ECL) | 2.1 | $2.5M | 23k | 111.25 | |
Clorox Company (CLX) | 1.7 | $2.1M | 16k | 126.37 | |
Apple (AAPL) | 1.6 | $1.9M | 18k | 109.57 | |
First Trust DJ Internet Index Fund (FDN) | 1.0 | $1.2M | 18k | 68.53 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 1.0 | $1.2M | 33k | 35.28 | |
First Trust Cnsumer Stapl Alpha (FXG) | 0.9 | $1.1M | 24k | 46.30 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.8 | $1.0M | 9.2k | 109.63 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.8 | $992k | 9.0k | 110.20 | |
iShares Barclays Govnment/Cdit Bond (GBF) | 0.8 | $994k | 8.7k | 114.50 | |
iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.8 | $992k | 7.0k | 141.13 | |
First Trust Utilities AlphaDEX Fnd (FXU) | 0.8 | $974k | 38k | 25.94 | |
First Trust Health Care AlphaDEX (FXH) | 0.6 | $661k | 12k | 56.19 | |
First Trust Energy AlphaDEX (FXN) | 0.4 | $452k | 32k | 14.18 | |
Chevron Corporation (CVX) | 0.4 | $439k | 4.6k | 95.64 | |
First Tr Exchange Traded Fd dorsey wright (IFV) | 0.3 | $420k | 24k | 17.36 | |
Powershares Etf Tr Ii s^p500 low vol | 0.3 | $378k | 9.3k | 40.77 | |
Pfizer (PFE) | 0.3 | $336k | 11k | 29.41 | |
General Electric Company | 0.2 | $263k | 8.4k | 31.37 | |
Altria (MO) | 0.2 | $231k | 3.7k | 62.96 | |
Westar Energy | 0.2 | $225k | 4.5k | 49.87 | |
Exxon Mobil Corporation (XOM) | 0.2 | $207k | 2.5k | 83.91 | |
Brookline Ban (BRKL) | 0.1 | $161k | 15k | 10.96 | |
Petroleo Brasileiro SA (PBR) | 0.1 | $58k | 10k | 5.80 |