Hanson McClain as of March 31, 2014
Portfolio Holdings for Hanson McClain
Hanson McClain holds 77 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 58.6 | $134M | 1.4M | 97.47 | |
| Vanguard Emerging Markets ETF (VWO) | 9.5 | $22M | 536k | 40.58 | |
| Spdr S&p 500 Etf (SPY) | 4.3 | $9.9M | 53k | 187.01 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 4.0 | $9.2M | 237k | 38.64 | |
| First Trust Morningstar Divid Ledr (FDL) | 2.6 | $6.0M | 265k | 22.51 | |
| Vanguard Large-Cap ETF (VV) | 2.1 | $4.8M | 56k | 86.03 | |
| iShares Dow Jones Select Dividend (DVY) | 1.8 | $4.1M | 56k | 73.32 | |
| At&t (T) | 1.3 | $3.1M | 87k | 35.07 | |
| Intel Corporation (INTC) | 1.2 | $2.8M | 108k | 25.81 | |
| Chevron Corporation (CVX) | 1.0 | $2.2M | 18k | 118.89 | |
| Apple (AAPL) | 0.8 | $1.9M | 3.6k | 536.70 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.7 | $1.7M | 36k | 46.62 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.5M | 15k | 97.69 | |
| International Business Machines (IBM) | 0.6 | $1.3M | 6.5k | 192.50 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $1.2M | 9.8k | 124.96 | |
| Verizon Communications (VZ) | 0.4 | $961k | 20k | 47.55 | |
| Microsoft Corporation (MSFT) | 0.4 | $900k | 22k | 40.99 | |
| Johnson & Johnson (JNJ) | 0.4 | $858k | 8.7k | 98.18 | |
| General Electric Company | 0.4 | $851k | 33k | 25.90 | |
| SPDR Gold Trust (GLD) | 0.4 | $849k | 6.9k | 123.62 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $749k | 4.00 | 187250.00 | |
| Hewlett-Packard Company | 0.3 | $750k | 23k | 32.38 | |
| Pimco Total Return Etf totl (BOND) | 0.3 | $599k | 5.6k | 106.58 | |
| Procter & Gamble Company (PG) | 0.2 | $569k | 7.1k | 80.59 | |
| Bank of America Corporation (BAC) | 0.2 | $556k | 32k | 17.19 | |
| Medtronic | 0.2 | $537k | 8.7k | 61.59 | |
| Southern Company (SO) | 0.2 | $521k | 12k | 43.91 | |
| Edison International (EIX) | 0.2 | $527k | 9.3k | 56.59 | |
| iShares S&P 500 Value Index (IVE) | 0.2 | $518k | 6.0k | 86.88 | |
| Home Depot (HD) | 0.2 | $492k | 6.2k | 79.06 | |
| PG&E Corporation (PCG) | 0.2 | $507k | 12k | 43.23 | |
| iShares S&P 500 Growth Index (IVW) | 0.2 | $503k | 5.0k | 99.92 | |
| Vodafone Group New Adr F (VOD) | 0.2 | $494k | 13k | 36.81 | |
| Pepsi (PEP) | 0.2 | $470k | 5.6k | 83.53 | |
| Coca-Cola Company (KO) | 0.2 | $415k | 11k | 38.65 | |
| Wells Fargo & Company (WFC) | 0.2 | $422k | 8.5k | 49.78 | |
| BP (BP) | 0.2 | $398k | 8.3k | 48.07 | |
| Pfizer (PFE) | 0.2 | $399k | 12k | 32.13 | |
| Altria (MO) | 0.2 | $379k | 10k | 37.46 | |
| Oracle Corporation (ORCL) | 0.2 | $395k | 9.7k | 40.92 | |
| Walt Disney Company (DIS) | 0.2 | $355k | 4.4k | 80.05 | |
| Bristol Myers Squibb (BMY) | 0.2 | $357k | 6.9k | 51.90 | |
| Boeing Company (BA) | 0.2 | $365k | 2.9k | 125.56 | |
| iShares S&P 500 Index (IVV) | 0.2 | $363k | 1.9k | 188.38 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $369k | 5.5k | 67.25 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $364k | 5.2k | 70.67 | |
| CoreLogic | 0.1 | $335k | 11k | 30.02 | |
| Vanguard Growth ETF (VUG) | 0.1 | $350k | 3.7k | 93.38 | |
| Royal Dutch Shell | 0.1 | $321k | 4.4k | 73.15 | |
| Ford Motor Company (F) | 0.1 | $290k | 19k | 15.60 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $292k | 1.8k | 164.41 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $303k | 2.8k | 109.03 | |
| Comcast Corporation (CMCSA) | 0.1 | $285k | 5.7k | 49.99 | |
| Costco Wholesale Corporation (COST) | 0.1 | $268k | 2.4k | 111.81 | |
| Wal-Mart Stores (WMT) | 0.1 | $282k | 3.7k | 76.38 | |
| Unilever (UL) | 0.1 | $275k | 6.4k | 42.79 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $277k | 3.4k | 81.16 | |
| Chubb Corporation | 0.1 | $258k | 2.9k | 89.46 | |
| Consolidated Communications Holdings | 0.1 | $243k | 12k | 20.04 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $261k | 3.0k | 87.70 | |
| 0.1 | $230k | 206.00 | 1116.50 | ||
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $218k | 2.2k | 100.55 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $223k | 2.7k | 82.32 | |
| Ishares Incglobal High Yi equity (GHYG) | 0.1 | $219k | 4.0k | 54.44 | |
| Amgen (AMGN) | 0.1 | $213k | 1.7k | 123.12 | |
| ConocoPhillips (COP) | 0.1 | $208k | 3.0k | 70.29 | |
| Philip Morris International (PM) | 0.1 | $195k | 2.4k | 81.66 | |
| Ingersoll-rand Co Ltd-cl A | 0.1 | $212k | 3.7k | 57.17 | |
| Ipath Dow Jones-aig Commodity (DJP) | 0.1 | $203k | 5.1k | 39.54 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $186k | 1.7k | 110.52 | |
| Standard Pacific | 0.1 | $148k | 18k | 8.31 | |
| Putnam Premier Income Trust (PPT) | 0.0 | $83k | 15k | 5.55 | |
| LTD Redwood Mortgage Investors Viii unit | 0.0 | $51k | 51k | 0.99 | |
| Cenveo | 0.0 | $32k | 11k | 3.00 | |
| Advanced Cell Technology | 0.0 | $2.0k | 20k | 0.10 | |
| Americ Int Gr Frac Warrant | 0.0 | $0 | 46k | 0.00 | |
| Nanotech Entmt | 0.0 | $3.0k | 38k | 0.08 |