Wright Private Asset Management as of June 30, 2013
Portfolio Holdings for Wright Private Asset Management
Wright Private Asset Management holds 34 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chevron Corporation (CVX) | 6.1 | $663k | 5.6k | 118.27 | |
| Pfizer (PFE) | 6.0 | $655k | 23k | 28.00 | |
| JPMorgan Chase & Co. (JPM) | 5.5 | $601k | 11k | 52.80 | |
| At&t (T) | 5.2 | $571k | 16k | 35.41 | |
| International Business Machines (IBM) | 4.4 | $478k | 2.5k | 191.20 | |
| U.S. Bancorp (USB) | 3.6 | $391k | 11k | 36.15 | |
| Verizon Communications (VZ) | 3.5 | $383k | 7.6k | 50.30 | |
| Honeywell International (HON) | 3.5 | $382k | 4.8k | 79.27 | |
| Wells Fargo & Company (WFC) | 3.4 | $375k | 9.1k | 41.25 | |
| Microsoft Corporation (MSFT) | 3.2 | $352k | 10k | 34.57 | |
| Oracle Corporation (ORCL) | 3.2 | $347k | 11k | 30.70 | |
| American Express Company (AXP) | 3.0 | $333k | 4.5k | 74.75 | |
| MasterCard Incorporated (MA) | 3.0 | $325k | 565.00 | 575.22 | |
| Philip Morris International (PM) | 2.9 | $320k | 3.7k | 86.67 | |
| Caterpillar (CAT) | 2.7 | $291k | 3.5k | 82.44 | |
| General Electric Company | 2.5 | $278k | 12k | 23.17 | |
| Gilead Sciences (GILD) | 2.5 | $274k | 5.3k | 51.33 | |
| WellPoint | 2.5 | $270k | 3.3k | 81.94 | |
| Comcast Corporation (CMCSA) | 2.5 | $268k | 6.4k | 41.74 | |
| CVS Caremark Corporation (CVS) | 2.5 | $268k | 4.7k | 57.14 | |
| Walt Disney Company (DIS) | 2.3 | $250k | 4.0k | 63.20 | |
| Johnson & Johnson (JNJ) | 2.2 | $238k | 2.8k | 85.92 | |
| Apple (AAPL) | 2.1 | $234k | 590.00 | 396.61 | |
| McDonald's Corporation (MCD) | 2.1 | $233k | 2.4k | 99.15 | |
| Cisco Systems (CSCO) | 2.1 | $230k | 9.4k | 24.39 | |
| Emerson Electric (EMR) | 2.1 | $228k | 4.2k | 54.51 | |
| PNC Financial Services (PNC) | 2.0 | $224k | 3.1k | 72.89 | |
| Consolidated Edison (ED) | 2.0 | $220k | 3.8k | 58.19 | |
| Home Depot (HD) | 1.9 | $212k | 2.7k | 77.54 | |
| Wal-Mart Stores (WMT) | 1.9 | $209k | 2.8k | 74.51 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $208k | 2.3k | 90.16 | |
| Reynolds American | 1.9 | $206k | 4.3k | 48.33 | |
| MetLife (MET) | 1.9 | $207k | 4.5k | 45.80 | |
| Microchip Technology (MCHP) | 1.9 | $203k | 5.5k | 37.23 |
