Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of Sept. 30, 2019

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 30 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Utilities SPDR (XLU) 15.9 $25M 390k 64.74
iShares Russell 3000 Index (IWV) 12.2 $19M 111k 173.77
Consumer Staples Select Sect. SPDR (XLP) 12.1 $19M 312k 61.42
iShares S&P 500 Index (IVV) 9.2 $15M 49k 298.53
Health Care SPDR (XLV) 8.3 $13M 147k 90.13
Vanguard Dividend Appreciation ETF (VIG) 7.1 $11M 94k 119.58
Ishares Tr cmn (STIP) 6.8 $11M 108k 100.17
Vanguard Total Stock Market ETF (VTI) 5.3 $8.4M 56k 151.01
iShares Russell 1000 Index (IWB) 4.6 $7.3M 45k 164.55
SPDR Barclays Capital Aggregate Bo (SPAB) 4.3 $6.9M 232k 29.64
Vanguard Health Care ETF (VHT) 2.4 $3.8M 23k 167.69
Spdr Series Trust dj ttl mkt etf (SPTM) 1.8 $2.8M 77k 36.75
Ishares Tr 0-5yr hi yl cp (SHYG) 1.3 $2.0M 44k 46.48
Quest Diagnostics Incorporated (DGX) 1.1 $1.8M 17k 107.04
SPDR DJ Wilshire Large Cap (SPLG) 1.1 $1.7M 49k 34.84
Wisdomtree Tr us multifactor (USMF) 0.9 $1.5M 50k 30.35
Eli Lilly & Co. (LLY) 0.9 $1.4M 13k 111.83
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.8 $1.2M 34k 35.29
Spdr Ser Tr msci usa qual (QUS) 0.8 $1.2M 14k 88.77
Merck & Co (MRK) 0.6 $894k 11k 84.18
Apple (AAPL) 0.4 $680k 3.0k 223.83
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.4 $644k 27k 23.93
Exxon Mobil Corporation (XOM) 0.3 $492k 7.0k 70.59
iShares 10+ Year Govt/Credit Bond Fund (ILTB) 0.3 $464k 6.7k 69.41
JPMorgan Chase & Co. (JPM) 0.3 $438k 3.7k 117.58
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.2 $351k 3.3k 106.65
Berkshire Hathaway (BRK.B) 0.2 $278k 1.3k 207.93
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.2 $283k 7.3k 38.95
Johnson & Johnson (JNJ) 0.1 $242k 1.9k 129.41
Amazon (AMZN) 0.1 $231k 133.00 1736.84