Wechter Feldman Wealth Management as of March 31, 2019
Portfolio Holdings for Wechter Feldman Wealth Management
Wechter Feldman Wealth Management holds 31 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Utilities SPDR (XLU) | 15.3 | $23M | 403k | 58.17 | |
iShares Russell 3000 Index (IWV) | 12.5 | $19M | 115k | 166.70 | |
Consumer Staples Select Sect. SPDR (XLP) | 11.4 | $17M | 310k | 56.11 | |
iShares S&P 500 Index (IVV) | 9.9 | $15M | 53k | 284.55 | |
Health Care SPDR (XLV) | 8.6 | $13M | 144k | 91.75 | |
Vanguard Dividend Appreciation ETF (VIG) | 7.0 | $11M | 98k | 109.64 | |
Ishares Tr cmn (STIP) | 7.0 | $11M | 107k | 99.68 | |
Vanguard Total Stock Market ETF (VTI) | 5.5 | $8.4M | 58k | 144.71 | |
iShares Russell 1000 Index (IWB) | 4.8 | $7.4M | 47k | 157.30 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 4.0 | $6.1M | 215k | 28.54 | |
Vanguard Health Care ETF (VHT) | 2.6 | $4.0M | 23k | 172.50 | |
Ishares Tr 0-5yr hi yl cp (SHYG) | 1.5 | $2.2M | 48k | 46.71 | |
Spdr Series Trust dj ttl mkt etf (SPTM) | 1.4 | $2.2M | 62k | 35.18 | |
Eli Lilly & Co. (LLY) | 1.1 | $1.7M | 13k | 129.76 | |
Quest Diagnostics Incorporated (DGX) | 1.0 | $1.5M | 17k | 89.89 | |
SPDR DJ Wilshire Large Cap (SPLG) | 0.9 | $1.4M | 42k | 33.23 | |
Wisdomtree Tr us multifactor (USMF) | 0.8 | $1.2M | 41k | 28.99 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.8 | $1.2M | 34k | 34.17 | |
Spdr Ser Tr msci usa qual (QUS) | 0.7 | $1.0M | 12k | 83.12 | |
Merck & Co (MRK) | 0.6 | $883k | 11k | 83.15 | |
Claymore Exchange Trd Fd Tr gug bul 2019 hy | 0.5 | $690k | 29k | 24.01 | |
Exxon Mobil Corporation (XOM) | 0.4 | $663k | 8.2k | 80.80 | |
Apple (AAPL) | 0.4 | $577k | 3.0k | 190.12 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.3 | $491k | 4.6k | 106.09 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $377k | 3.7k | 101.21 | |
Berkshire Hathaway (BRK.B) | 0.2 | $269k | 1.3k | 201.20 | |
Johnson & Johnson (JNJ) | 0.2 | $265k | 1.9k | 139.62 | |
Technology SPDR (XLK) | 0.2 | $267k | 3.6k | 74.06 | |
Financial Select Sector SPDR (XLF) | 0.2 | $243k | 9.4k | 25.74 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $249k | 6.7k | 37.19 | |
Amazon (AMZN) | 0.1 | $237k | 133.00 | 1781.95 |