Point View Wealth Management as of Sept. 30, 2018
Portfolio Holdings for Point View Wealth Management
Point View Wealth Management holds 270 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 2.4 | $5.5M | 48k | 114.36 | |
Exxon Mobil Corporation (XOM) | 1.8 | $3.9M | 46k | 85.01 | |
Pfizer (PFE) | 1.7 | $3.7M | 85k | 44.07 | |
Anthem (ELV) | 1.5 | $3.3M | 12k | 274.07 | |
Deere & Company (DE) | 1.4 | $3.2M | 22k | 150.35 | |
Chevron Corporation (CVX) | 1.4 | $3.2M | 26k | 122.28 | |
Northrop Grumman Corporation (NOC) | 1.4 | $3.1M | 9.7k | 317.36 | |
Helmerich & Payne (HP) | 1.3 | $2.9M | 42k | 68.77 | |
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) | 1.2 | $2.8M | 257k | 10.84 | |
Lockheedmartin | 1.2 | $2.7M | 7.9k | 345.91 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $2.7M | 24k | 112.86 | |
ConocoPhillips (COP) | 1.2 | $2.6M | 34k | 77.41 | |
Merck & Co (MRK) | 1.2 | $2.6M | 37k | 70.93 | |
Tyson Foods (TSN) | 1.1 | $2.6M | 44k | 59.52 | |
Citi | 1.1 | $2.5M | 35k | 71.74 | |
International Business Machines (IBM) | 1.1 | $2.4M | 16k | 151.21 | |
BP (BP) | 1.1 | $2.4M | 52k | 46.10 | |
Dxc Technology (DXC) | 1.1 | $2.4M | 26k | 93.53 | |
Cisco Systems (CSCO) | 1.0 | $2.3M | 48k | 48.65 | |
Boeing Company (BA) | 1.0 | $2.3M | 6.2k | 371.90 | |
At&t (T) | 1.0 | $2.2M | 66k | 33.59 | |
AES Corporation (AES) | 1.0 | $2.2M | 157k | 14.00 | |
FirstEnergy (FE) | 0.9 | $2.1M | 57k | 37.18 | |
Wal-Mart Stores (WMT) | 0.9 | $2.1M | 22k | 93.91 | |
MetLife (MET) | 0.9 | $2.0M | 44k | 46.73 | |
Asa (ASA) | 0.9 | $2.0M | 231k | 8.87 | |
Hanesbrands (HBI) | 0.9 | $2.0M | 110k | 18.43 | |
Kroger (KR) | 0.9 | $2.0M | 69k | 29.11 | |
Exelon Corporation (EXC) | 0.9 | $2.0M | 45k | 43.65 | |
Qualcomm (QCOM) | 0.9 | $1.9M | 27k | 72.03 | |
Via | 0.8 | $1.9M | 57k | 33.76 | |
Hewlett-Packard Company | 0.8 | $1.9M | 74k | 25.76 | |
Intel Corporation (INTC) | 0.8 | $1.9M | 40k | 47.29 | |
Travelers Companies (TRV) | 0.8 | $1.8M | 14k | 129.73 | |
BHP Billiton (BHP) | 0.8 | $1.7M | 35k | 49.85 | |
UnitedHealth (UNH) | 0.8 | $1.7M | 6.4k | 266.11 | |
Bank of America Corporation (BAC) | 0.8 | $1.7M | 57k | 29.47 | |
American Intl Group | 0.7 | $1.7M | 31k | 53.25 | |
Verizon Communications (VZ) | 0.7 | $1.6M | 30k | 53.37 | |
Teva Pharmaceutical Industries (TEVA) | 0.7 | $1.6M | 73k | 21.54 | |
Eaton (ETN) | 0.7 | $1.5M | 18k | 86.72 | |
America Movil Sab De Cv spon adr l | 0.7 | $1.5M | 94k | 16.06 | |
Seagate Technology | 0.7 | $1.5M | 32k | 47.35 | |
Evergreen Managed Income | 0.7 | $1.5M | 125k | 12.16 | |
Nutrien (NTR) | 0.7 | $1.5M | 26k | 57.70 | |
Volkswagen Aktiengesellschaft (VWAGY) | 0.7 | $1.5M | 86k | 17.43 | |
Emerson Electric (EMR) | 0.7 | $1.5M | 20k | 76.59 | |
Apple (AAPL) | 0.6 | $1.4M | 6.1k | 225.81 | |
CVS Caremark Corporation (CVS) | 0.6 | $1.3M | 17k | 78.72 | |
Valero Energy Corporation (VLO) | 0.6 | $1.3M | 12k | 113.72 | |
Johnson & Johnson (JNJ) | 0.6 | $1.3M | 9.5k | 138.20 | |
Eastman Chemical Company (EMN) | 0.6 | $1.3M | 14k | 95.74 | |
Avnet (AVT) | 0.6 | $1.3M | 29k | 44.76 | |
Corrections Corporation of America | 0.6 | $1.3M | 53k | 24.33 | |
Jones Lang LaSalle Incorporated (JLL) | 0.6 | $1.3M | 8.8k | 144.36 | |
Bausch Health Companies (BHC) | 0.6 | $1.3M | 49k | 25.66 | |
Home Depot (HD) | 0.6 | $1.2M | 5.9k | 207.23 | |
Archer Daniels Midland Company (ADM) | 0.6 | $1.2M | 25k | 50.27 | |
General Electric Company | 0.5 | $1.2M | 108k | 11.29 | |
Procter & Gamble Company (PG) | 0.5 | $1.1M | 14k | 83.23 | |
Vodafone | 0.5 | $1.1M | 52k | 21.70 | |
MFS Charter Income Trust (MCR) | 0.5 | $1.1M | 141k | 7.76 | |
Bank of New York Mellon Corporation (BK) | 0.5 | $1.1M | 21k | 51.00 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.5 | $1.1M | 13k | 83.79 | |
Imperial Brands Plc- (IMBBY) | 0.5 | $1.1M | 31k | 34.82 | |
CIGNA Corporation | 0.5 | $1.1M | 5.1k | 208.22 | |
John Hancock Bank & Thrift Opportu. Fund (BTO) | 0.5 | $1.1M | 29k | 36.99 | |
Hewlett Packard Enterprise (HPE) | 0.5 | $1.1M | 65k | 16.32 | |
ING Clarion Global Real Estate Income | 0.5 | $1.0M | 142k | 7.30 | |
Aetna | 0.5 | $1.0M | 4.9k | 202.84 | |
Sanderson Farms | 0.5 | $1.0M | 9.8k | 103.37 | |
Dowdupont | 0.5 | $1.0M | 16k | 64.28 | |
Western Digital (WDC) | 0.4 | $998k | 17k | 58.56 | |
Williams-Sonoma (WSM) | 0.4 | $994k | 15k | 65.71 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.4 | $987k | 81k | 12.24 | |
Caterpillar (CAT) | 0.4 | $939k | 6.2k | 152.56 | |
McKesson Corporation (MCK) | 0.4 | $952k | 7.2k | 132.65 | |
Allergan | 0.4 | $955k | 5.0k | 190.43 | |
Chubb (CB) | 0.4 | $935k | 7.0k | 133.61 | |
General Dynamics Corporation (GD) | 0.4 | $911k | 4.4k | 204.77 | |
Boston Beer Company (SAM) | 0.4 | $917k | 3.2k | 287.37 | |
Wells Fargo & Company (WFC) | 0.4 | $896k | 17k | 52.59 | |
Altria (MO) | 0.4 | $909k | 15k | 60.33 | |
Nuveen Nj Div Advantage Mun (NXJ) | 0.4 | $892k | 70k | 12.84 | |
CSX Corporation (CSX) | 0.4 | $876k | 12k | 74.03 | |
Rio Tinto (RIO) | 0.4 | $869k | 17k | 51.00 | |
Nippon Telegraph & Telephone (NTTYY) | 0.4 | $884k | 20k | 45.18 | |
Synchrony Financial (SYF) | 0.4 | $878k | 28k | 31.10 | |
Best Buy (BBY) | 0.4 | $851k | 11k | 79.38 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $824k | 10k | 82.22 | |
Philip Morris International (PM) | 0.4 | $840k | 10k | 81.54 | |
Ca | 0.4 | $833k | 19k | 44.14 | |
Gilead Sciences (GILD) | 0.4 | $828k | 11k | 77.21 | |
Herbalife Ltd Com Stk (HLF) | 0.4 | $834k | 15k | 54.56 | |
Kirby Corporation (KEX) | 0.4 | $827k | 10k | 82.29 | |
Barrick Gold Corp (GOLD) | 0.4 | $800k | 72k | 11.08 | |
Prudential Financial (PRU) | 0.4 | $807k | 8.0k | 101.31 | |
Goldman Sachs (GS) | 0.3 | $776k | 3.5k | 224.15 | |
Baxter International (BAX) | 0.3 | $777k | 10k | 77.05 | |
AstraZeneca (AZN) | 0.3 | $795k | 20k | 39.55 | |
Novartis (NVS) | 0.3 | $780k | 9.0k | 86.21 | |
Trinity Industries (TRN) | 0.3 | $795k | 22k | 36.62 | |
Ralph Lauren Corp (RL) | 0.3 | $781k | 5.7k | 137.48 | |
Companhia Vale Do Rio Doce | 0.3 | $756k | 51k | 14.83 | |
Devon Energy Corporation (DVN) | 0.3 | $775k | 19k | 39.95 | |
Unilever (UL) | 0.3 | $765k | 14k | 54.96 | |
Molson Coors Brewing Company (TAP) | 0.3 | $736k | 12k | 61.53 | |
Diageo (DEO) | 0.3 | $744k | 5.3k | 141.69 | |
Applied Materials (AMAT) | 0.3 | $751k | 19k | 38.63 | |
Amazon (AMZN) | 0.3 | $743k | 371.00 | 2002.70 | |
PG&E Corporation (PCG) | 0.3 | $714k | 16k | 46.01 | |
Gabelli Global Multimedia Trust (GGT) | 0.3 | $711k | 77k | 9.24 | |
Central Europe and Russia Fund (CEE) | 0.3 | $727k | 30k | 24.05 | |
Mexico Fund (MXF) | 0.3 | $716k | 44k | 16.29 | |
Latin American Discovery Fund | 0.3 | $726k | 65k | 11.10 | |
Baker Hughes A Ge Company (BKR) | 0.3 | $706k | 21k | 33.84 | |
Mohawk Industries (MHK) | 0.3 | $685k | 3.9k | 175.33 | |
Halliburton Company (HAL) | 0.3 | $670k | 17k | 40.53 | |
Telefonica (TEF) | 0.3 | $668k | 85k | 7.86 | |
American Express Company (AXP) | 0.3 | $647k | 6.1k | 106.43 | |
Sanofi-Aventis SA (SNY) | 0.3 | $654k | 15k | 44.67 | |
Total (TTE) | 0.3 | $659k | 10k | 64.39 | |
Aberdeen Chile Fund (AEF) | 0.3 | $645k | 94k | 6.86 | |
Mondelez Int (MDLZ) | 0.3 | $650k | 15k | 42.94 | |
Whirlpool Corporation (WHR) | 0.3 | $623k | 5.2k | 118.76 | |
Arrow Electronics (ARW) | 0.3 | $640k | 8.7k | 73.78 | |
Nuveen Maryland Premium Income Municipal | 0.3 | $626k | 53k | 11.79 | |
Brighthouse Finl (BHF) | 0.3 | $621k | 14k | 44.27 | |
Tapestry (TPR) | 0.3 | $632k | 13k | 50.29 | |
Ingredion Incorporated (INGR) | 0.3 | $576k | 5.5k | 105.03 | |
Kohl's Corporation (KSS) | 0.2 | $559k | 7.5k | 74.52 | |
Las Vegas Sands (LVS) | 0.2 | $556k | 9.4k | 59.34 | |
Hldgs (UAL) | 0.2 | $569k | 6.4k | 89.10 | |
Flextronics International Ltd Com Stk (FLEX) | 0.2 | $534k | 41k | 13.12 | |
L-3 Communications Holdings | 0.2 | $544k | 2.6k | 212.58 | |
General Motors Company (GM) | 0.2 | $549k | 16k | 33.65 | |
Royce Micro Capital Trust (RMT) | 0.2 | $547k | 54k | 10.20 | |
Phillips 66 (PSX) | 0.2 | $549k | 4.9k | 112.80 | |
Blackrock Multi-sector Incom other (BIT) | 0.2 | $531k | 31k | 16.91 | |
Arista Networks (ANET) | 0.2 | $532k | 2.0k | 266.00 | |
Mylan | 0.2 | $509k | 14k | 36.60 | |
GlaxoSmithKline | 0.2 | $520k | 13k | 40.18 | |
MFS Multimarket Income Trust (MMT) | 0.2 | $513k | 93k | 5.53 | |
Marathon Petroleum Corp (MPC) | 0.2 | $527k | 6.6k | 79.91 | |
Allstate Corporation (ALL) | 0.2 | $499k | 5.1k | 98.77 | |
United Technologies Corporation | 0.2 | $491k | 3.5k | 139.69 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $501k | 4.4k | 114.93 | |
Abbvie (ABBV) | 0.2 | $493k | 5.2k | 94.64 | |
Mcdermott International Inc mcdermott intl | 0.2 | $488k | 27k | 18.43 | |
Capital One Financial (COF) | 0.2 | $476k | 5.0k | 94.99 | |
PPL Corporation (PPL) | 0.2 | $464k | 16k | 29.29 | |
Alaska Air (ALK) | 0.2 | $477k | 6.9k | 68.88 | |
EATON VANCE MI Municipal | 0.2 | $483k | 39k | 12.43 | |
Apache Corporation | 0.2 | $457k | 9.6k | 47.62 | |
Union Pacific Corporation (UNP) | 0.2 | $436k | 2.7k | 162.87 | |
Raytheon Company | 0.2 | $423k | 2.0k | 206.54 | |
Royal Dutch Shell | 0.2 | $434k | 6.4k | 68.09 | |
Royal Dutch Shell | 0.2 | $420k | 5.9k | 70.93 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $424k | 8.5k | 49.67 | |
Fox News | 0.2 | $425k | 9.3k | 45.78 | |
V.F. Corporation (VFC) | 0.2 | $411k | 4.4k | 93.47 | |
National-Oilwell Var | 0.2 | $398k | 9.2k | 43.10 | |
AutoZone (AZO) | 0.2 | $397k | 512.00 | 775.39 | |
Putnam Premier Income Trust (PPT) | 0.2 | $412k | 78k | 5.26 | |
Tegna (TGNA) | 0.2 | $409k | 34k | 11.95 | |
E Trade Financial Corp | 0.2 | $375k | 7.2k | 52.39 | |
Franklin Resources (BEN) | 0.2 | $382k | 13k | 30.37 | |
Ford Motor Company (F) | 0.2 | $377k | 41k | 9.25 | |
Discovery Holding Co-a | 0.2 | $374k | 12k | 32.00 | |
Coca-Cola Company (KO) | 0.2 | $371k | 8.0k | 46.20 | |
Dominion Resources (D) | 0.2 | $371k | 5.3k | 70.36 | |
Target Corporation (TGT) | 0.2 | $366k | 4.2k | 88.11 | |
Constellation Brands (STZ) | 0.2 | $354k | 1.6k | 215.59 | |
Cohen & Steers REIT/P (RNP) | 0.2 | $364k | 19k | 19.52 | |
Wpp Plc- (WPP) | 0.2 | $351k | 4.8k | 73.35 | |
Loews Corporation (L) | 0.1 | $344k | 6.9k | 50.19 | |
Corning Incorporated (GLW) | 0.1 | $341k | 9.6k | 35.35 | |
AFLAC Incorporated (AFL) | 0.1 | $334k | 7.1k | 47.04 | |
Automatic Data Processing (ADP) | 0.1 | $327k | 2.2k | 150.83 | |
0.1 | $342k | 283.00 | 1208.48 | ||
Assured Guaranty (AGO) | 0.1 | $335k | 7.9k | 42.27 | |
Pilgrims Pride Corp Com Stk | 0.1 | $344k | 19k | 18.08 | |
Japan Equity Fund | 0.1 | $335k | 40k | 8.40 | |
Japan Smaller Capitalizaion Fund (JOF) | 0.1 | $329k | 30k | 11.08 | |
Perspecta | 0.1 | $327k | 13k | 25.68 | |
SK Tele | 0.1 | $304k | 11k | 27.90 | |
Petroleo Brasileiro SA (PBR) | 0.1 | $309k | 26k | 12.07 | |
Compania de Minas Buenaventura SA (BVN) | 0.1 | $304k | 23k | 13.42 | |
Transocean (RIG) | 0.1 | $304k | 22k | 13.96 | |
Honeywell International (HON) | 0.1 | $315k | 1.9k | 166.31 | |
Magna Intl Inc cl a (MGA) | 0.1 | $310k | 5.9k | 52.52 | |
Oracle Corporation (ORCL) | 0.1 | $316k | 6.1k | 51.49 | |
Brink's Company (BCO) | 0.1 | $325k | 4.7k | 69.68 | |
Cars (CARS) | 0.1 | $307k | 11k | 27.63 | |
Invesco Financial Preferred Et other (PGF) | 0.1 | $308k | 17k | 18.17 | |
Walt Disney Company (DIS) | 0.1 | $290k | 2.5k | 116.84 | |
Norfolk Southern (NSC) | 0.1 | $292k | 1.6k | 180.25 | |
SYSCO Corporation (SYY) | 0.1 | $299k | 4.1k | 73.23 | |
Slm Corp. Sr Nt | 0.1 | $294k | 13k | 22.28 | |
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $286k | 20k | 14.59 | |
Western Ast Clymr Infl Lkd Sc & Incm (WIA) | 0.1 | $302k | 27k | 11.26 | |
S&p Global (SPGI) | 0.1 | $297k | 1.5k | 195.39 | |
Cardinal Health (CAH) | 0.1 | $268k | 5.0k | 54.05 | |
Fidelity National Financial | 0.1 | $274k | 7.0k | 39.28 | |
Newmont Mining Corporation (NEM) | 0.1 | $277k | 9.2k | 30.15 | |
International Paper Company (IP) | 0.1 | $264k | 5.4k | 49.13 | |
Schlumberger (SLB) | 0.1 | $262k | 4.3k | 60.97 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $262k | 19k | 13.91 | |
Marathon Oil Corporation (MRO) | 0.1 | $281k | 12k | 23.28 | |
Ventas (VTR) | 0.1 | $274k | 5.0k | 54.43 | |
Siemens (SIEGY) | 0.1 | $259k | 4.0k | 64.16 | |
Eaton Vance Nj Muni Income T sh ben int | 0.1 | $267k | 23k | 11.41 | |
Orange Sa (ORANY) | 0.1 | $267k | 17k | 15.87 | |
Eli Lilly & Co. (LLY) | 0.1 | $243k | 2.3k | 107.14 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $237k | 816.00 | 290.44 | |
Nucor Corporation (NUE) | 0.1 | $248k | 3.9k | 63.57 | |
Johnson Controls | 0.1 | $249k | 7.1k | 35.02 | |
Nextera Energy (NEE) | 0.1 | $239k | 1.4k | 167.25 | |
Texas Instruments Incorporated (TXN) | 0.1 | $244k | 2.3k | 107.35 | |
Wynn Resorts (WYNN) | 0.1 | $247k | 1.9k | 127.25 | |
Goldcorp | 0.1 | $256k | 25k | 10.21 | |
Entergy Corporation (ETR) | 0.1 | $247k | 3.0k | 81.17 | |
Nuveen Conn Prem Income Mun sh ben int | 0.1 | $237k | 21k | 11.37 | |
Comcast Corporation (CMCSA) | 0.1 | $231k | 6.5k | 35.48 | |
Cummins (CMI) | 0.1 | $235k | 1.6k | 146.33 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $221k | 1.9k | 113.68 | |
Honda Motor (HMC) | 0.1 | $222k | 7.4k | 30.07 | |
Macy's (M) | 0.1 | $223k | 6.4k | 34.72 | |
Southern Company (SO) | 0.1 | $223k | 5.1k | 43.63 | |
Public Service Enterprise (PEG) | 0.1 | $228k | 4.3k | 52.68 | |
Oshkosh Corporation (OSK) | 0.1 | $224k | 3.1k | 71.36 | |
PIMCO Income Opportunity Fund | 0.1 | $236k | 8.6k | 27.58 | |
Nuveen PA Investnt Quality Municipal (NQP) | 0.1 | $227k | 18k | 12.43 | |
L Brands | 0.1 | $233k | 7.7k | 30.28 | |
McDonald's Corporation (MCD) | 0.1 | $202k | 1.2k | 167.36 | |
Abbott Laboratories (ABT) | 0.1 | $213k | 2.9k | 73.47 | |
Tyco Electronics | 0.1 | $207k | 2.3k | 88.12 | |
Hess (HES) | 0.1 | $202k | 2.8k | 71.48 | |
Manpower (MAN) | 0.1 | $205k | 2.4k | 85.81 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $210k | 4.9k | 43.22 | |
Ecopetrol (EC) | 0.1 | $211k | 7.8k | 26.96 | |
Nuveen North Carol Premium Incom Mun | 0.1 | $212k | 18k | 12.03 | |
Facebook Inc cl a (META) | 0.1 | $208k | 1.3k | 164.30 | |
Bed Bath & Beyond | 0.1 | $188k | 13k | 14.96 | |
Mattel (MAT) | 0.1 | $169k | 11k | 15.74 | |
Kinder Morgan | 0.1 | $188k | 11k | 17.73 | |
Barclays (BCS) | 0.1 | $183k | 20k | 8.96 | |
BlackRock Income Trust | 0.1 | $176k | 31k | 5.72 | |
Royce Value Trust (RVT) | 0.1 | $171k | 11k | 16.33 | |
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.1 | $188k | 13k | 14.41 | |
Smith & Wesson Holding Corpora | 0.1 | $173k | 11k | 15.51 | |
Insight Select Income Fund Ins (INSI) | 0.1 | $190k | 10k | 18.64 | |
Gannett | 0.1 | $150k | 15k | 10.03 | |
Banco Itau Holding Financeira (ITUB) | 0.1 | $126k | 12k | 10.94 | |
Gain Capital Holdings | 0.1 | $146k | 22k | 6.51 | |
Royce Focus Tr | 0.1 | $123k | 17k | 7.38 | |
Morgan Stanley Emerging Markets Debt (MSD) | 0.1 | $115k | 13k | 8.64 | |
Eaton Vance Pa Muni Income T sh ben int | 0.1 | $122k | 11k | 11.36 | |
B2gold Corp (BTG) | 0.1 | $109k | 47k | 2.30 | |
Mitsubishi UFJ Financial (MUFG) | 0.0 | $89k | 14k | 6.20 | |
Turkcell Iletisim Hizmetleri A.S. (TKC) | 0.0 | $74k | 15k | 4.83 | |
Genworth Financial (GNW) | 0.0 | $69k | 17k | 4.18 | |
Gold Fields (GFI) | 0.0 | $62k | 26k | 2.41 | |
Aegon | 0.0 | $74k | 12k | 6.40 | |
Iamgold Corp (IAG) | 0.0 | $61k | 17k | 3.67 | |
Avon Products | 0.0 | $55k | 25k | 2.20 | |
Mizuho Financial (MFG) | 0.0 | $43k | 12k | 3.49 | |
Cloud Peak Energy | 0.0 | $56k | 24k | 2.30 | |
Putnam Master Int. Income (PIM) | 0.0 | $48k | 11k | 4.49 | |
Premier Gold Mines equity | 0.0 | $39k | 29k | 1.34 |