Wechter Feldman Wealth Management as of Dec. 31, 2019
Portfolio Holdings for Wechter Feldman Wealth Management
Wechter Feldman Wealth Management holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Utilities SPDR (XLU) | 17.0 | $26M | 395k | 64.62 | |
iShares Russell 3000 Index (IWV) | 13.8 | $21M | 110k | 188.49 | |
Consumer Staples Select Sect. SPDR (XLP) | 13.1 | $20M | 311k | 62.98 | |
iShares S&P 500 Index (IVV) | 10.7 | $16M | 49k | 323.24 | |
Vanguard Dividend Appreciation ETF (VIG) | 7.5 | $11M | 91k | 124.66 | |
Ishares Tr cmn (STIP) | 7.2 | $11M | 107k | 100.71 | |
Vanguard Total Stock Market ETF (VTI) | 6.0 | $9.0M | 55k | 163.62 | |
iShares Russell 1000 Index (IWB) | 5.0 | $7.5M | 42k | 178.43 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 4.6 | $6.9M | 236k | 29.38 | |
Vanguard Health Care ETF (VHT) | 2.9 | $4.3M | 23k | 191.75 | |
Spdr Series Trust dj ttl mkt etf (SPTM) | 1.8 | $2.7M | 68k | 39.86 | |
Ishares Tr 0-5yr hi yl cp (SHYG) | 1.3 | $2.0M | 43k | 46.43 | |
Quest Diagnostics Incorporated (DGX) | 1.2 | $1.8M | 17k | 106.80 | |
SPDR DJ Wilshire Large Cap (SPLG) | 1.2 | $1.7M | 46k | 37.82 | |
Eli Lilly & Co. (LLY) | 1.1 | $1.7M | 13k | 131.45 | |
Wisdomtree Tr us multifactor (USMF) | 0.9 | $1.3M | 41k | 31.94 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.8 | $1.2M | 35k | 35.32 | |
Spdr Ser Tr msci usa qual (QUS) | 0.7 | $1.1M | 11k | 94.71 | |
Merck & Co (MRK) | 0.6 | $962k | 11k | 90.99 | |
Apple (AAPL) | 0.6 | $892k | 3.0k | 293.52 | |
iShares 10+ Year Govt/Credit Bond Fund (ILTB) | 0.3 | $530k | 7.8k | 68.04 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $497k | 3.6k | 139.37 | |
Exxon Mobil Corporation (XOM) | 0.3 | $406k | 5.8k | 69.86 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $351k | 3.3k | 106.65 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $331k | 7.9k | 41.86 | |
Johnson & Johnson (JNJ) | 0.2 | $266k | 1.8k | 146.07 | |
At&t (T) | 0.2 | $249k | 6.4k | 39.05 | |
Amazon (AMZN) | 0.2 | $246k | 133.00 | 1849.62 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $211k | 158.00 | 1335.44 |