HT Partners as of March 31, 2014
Portfolio Holdings for HT Partners
HT Partners holds 29 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 |
---|---|---|---|---|---|
iShares Lehman Short Treasury Bond (SHV) | 13.9 | $21M | 193k | 110.27 | |
Schwab U S Broad Market ETF (SCHB) | 11.5 | $18M | 385k | 45.71 | |
iShares Dow Jones US Energy Sector (IYE) | 10.6 | $16M | 318k | 50.98 | |
iShares Dow Jones US Technology (IYW) | 10.5 | $16M | 177k | 91.06 | |
Financial Select Sector SPDR (XLF) | 10.5 | $16M | 718k | 22.34 | |
iShares Dow Jones US Healthcare (IYH) | 10.4 | $16M | 130k | 123.03 | |
Materials SPDR (XLB) | 10.4 | $16M | 337k | 47.28 | |
Johnson & Johnson (JNJ) | 8.5 | $13M | 133k | 98.23 | |
Vanguard Dividend Appreciation ETF (VIG) | 8.0 | $12M | 162k | 75.23 | |
Vanguard Short-Term Bond ETF (BSV) | 0.8 | $1.3M | 16k | 80.09 | |
iShares Russell 1000 Growth Index (IWF) | 0.7 | $1.0M | 12k | 86.57 | |
iShares S&P 100 Index (OEF) | 0.4 | $573k | 6.9k | 82.82 | |
Claymore Exchange-traded Fd gugg crp bd 2014 | 0.4 | $573k | 27k | 21.18 | |
Eli Lilly & Co. (LLY) | 0.3 | $506k | 8.6k | 58.91 | |
Exxon Mobil Corporation (XOM) | 0.3 | $496k | 5.1k | 97.60 | |
General Electric Company | 0.3 | $472k | 18k | 25.90 | |
At&t (T) | 0.3 | $416k | 12k | 35.11 | |
Jp Morgan Alerian Mlp Index | 0.2 | $382k | 8.2k | 46.49 | |
Citigroup Inc New Ctraks Etn M | 0.2 | $369k | 14k | 26.66 | |
Microsoft Corporation (MSFT) | 0.2 | $347k | 8.5k | 41.04 | |
Berkshire Hathaway Inc. Class B | 0.2 | $356k | 2.8k | 125.09 | |
Chevron Corporation (CVX) | 0.2 | $332k | 2.8k | 118.95 | |
0.2 | $340k | 305.00 | 1114.75 | ||
Guggenheim Bulletshar | 0.2 | $285k | 13k | 21.85 | |
Verizon Communications (VZ) | 0.2 | $238k | 5.0k | 47.60 | |
International Business Machines (IBM) | 0.1 | $229k | 1.2k | 192.11 | |
Wal-Mart Stores (WMT) | 0.1 | $217k | 2.8k | 76.33 | |
Wells Fargo & Company (WFC) | 0.1 | $203k | 4.1k | 49.85 | |
Delcath Systems | 0.0 | $9.0k | 31k | 0.29 |