Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of June 30, 2020

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Health Car Etf (VHT) 18.2 $20M 104k 192.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.6 $19M 63k 308.36
Vanguard Index Fds Div App Etf (VIG) 15.7 $17M 148k 117.18
Ishares Tr Msci Min Vol Etf (USMV) 12.2 $14M 223k 60.63
Ishares Tr 0-5 Yr Tips Etf (STIP) 10.4 $11M 112k 102.39
Spdr Series Trust Portfolio Agrgte (SPAB) 7.5 $8.2M 267k 30.86
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 5.9 $6.5M 111k 58.64
Eli Lilly & Co. (LLY) 1.9 $2.1M 13k 164.19
Quest Diagnostics Incorporated (DGX) 1.7 $1.9M 17k 113.98
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.2 $1.4M 32k 42.88
Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.3M 4.2k 309.59
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.1M 19k 56.45
Spdr Series Trust Portfolio Intrmd (SPIB) 0.8 $912k 25k 36.54
Apple (AAPL) 0.7 $822k 2.3k 364.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $801k 5.1k 156.45
Merck & Co (MRK) 0.7 $756k 9.8k 77.36
Ishares Tr Core Lt Usdb Etf (ILTB) 0.6 $668k 8.9k 74.96
Moody's Corporation (MCO) 0.3 $340k 1.2k 275.08
Amazon (AMZN) 0.3 $312k 113.00 2761.06
JPMorgan Chase & Co. (JPM) 0.3 $287k 3.1k 93.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $272k 2.5k 107.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $232k 1.2k 191.74
Alphabet Cap Stk Cl C (GOOG) 0.2 $223k 158.00 1411.39
Exxon Mobil Corporation (XOM) 0.2 $222k 5.0k 44.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $211k 1.2k 178.81