$903 Million is the total value of Constellation Wealth Advisors, LLC's 82 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 58.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $174,951,000 | -6.3% | 912,963 | +0.7% | 19.38% | +22.6% |
| DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $103,985,000 | -7.7% | 2,136,966 | +8.5% | 11.52% | +20.7% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $79,576,000 | -3.2% | 1,618,051 | +6.3% | 8.81% | +26.6% |
| RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $50,833,000 | -7.7% | 691,037 | +0.2% | 5.63% | +20.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $46,894,000 | +1.2% | 818,101 | +12.1% | 5.19% | +32.4% |
| IWF | ISHARES TRrus 1000 grw etf | $46,025,000 | -6.1% | 494,896 | 0.0% | 5.10% | +22.8% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $29,487,000 | -5.6% | 153,010 | +1.5% | 3.27% | +23.4% |
| VOO | Sell | VANGUARD INDEX FDS | $14,356,000 | -11.1% | 81,704 | -4.4% | 1.59% | +16.3% |
| BAC | Buy | BANK AMER CORP | $14,041,000 | +78.8% | 901,193 | +95.3% | 1.56% | +133.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $14,014,000 | -4.6% | 150,127 | -0.4% | 1.55% | +24.8% |
| BK | Sell | BANK NEW YORK MELLON CORP | $13,991,000 | -7.0% | 357,359 | -0.3% | 1.55% | +21.6% |
| AIG | Sell | AMERICAN INTL GROUP INC | $13,794,000 | -8.4% | 242,762 | -0.3% | 1.53% | +19.8% |
| MRK | Sell | MERCK & CO INC NEW | $13,243,000 | -13.6% | 268,126 | -0.4% | 1.47% | +12.9% |
| JCI | Sell | JOHNSON CTLS INC | $12,232,000 | -16.7% | 295,748 | -0.3% | 1.36% | +8.9% |
| ETW | Sell | EATON VANCE TXMGD GL BUYWR O | $11,784,000 | -13.1% | 1,102,367 | -4.0% | 1.30% | +13.6% |
| RTN | Sell | RAYTHEON CO | $11,189,000 | +13.8% | 102,403 | -0.3% | 1.24% | +48.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $10,725,000 | -6.8% | 120,230 | -0.1% | 1.19% | +21.8% |
| GM | Sell | GENERAL MTRS CO | $10,709,000 | -10.2% | 356,718 | -0.3% | 1.19% | +17.4% |
| ABT | Sell | ABBOTT LABS | $10,493,000 | -18.3% | 260,885 | -0.3% | 1.16% | +6.8% |
| GE | Sell | GENERAL ELECTRIC CO | $10,295,000 | -5.3% | 408,216 | -0.2% | 1.14% | +23.8% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $10,068,000 | -14.3% | 242,900 | -0.3% | 1.12% | +12.1% |
| WMT | Sell | WAL-MART STORES INC | $9,893,000 | -9.0% | 152,580 | -0.4% | 1.10% | +19.1% |
| T | Sell | AT&T INC | $9,880,000 | -8.8% | 303,252 | -0.5% | 1.09% | +19.3% |
| PKG | Sell | PACKAGING CORP AMER | $9,275,000 | -4.1% | 154,178 | -0.4% | 1.03% | +25.2% |
| ZBH | Sell | ZIMMER BIOMET HLDGS INC | $8,966,000 | -14.3% | 95,459 | -0.3% | 0.99% | +12.1% |
| CB | Sell | CHUBB CORP | $8,696,000 | +28.5% | 70,900 | -0.3% | 0.96% | +68.1% |
| MDT | Sell | MEDTRONIC PLC | $8,368,000 | -10.5% | 125,003 | -1.0% | 0.93% | +17.0% |
| ALFA | Sell | ETF SER SOLUTIONSalpclone alter | $8,252,000 | -31.1% | 204,619 | -23.1% | 0.91% | -9.9% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $8,251,000 | -10.2% | 111,898 | -4.3% | 0.91% | +17.5% |
| DAL | Sell | DELTA AIR LINES INC DEL | $7,969,000 | +8.8% | 177,595 | -0.4% | 0.88% | +42.4% |
| TSN | New | TYSON FOODS INCcl a | $7,302,000 | – | 169,426 | +100.0% | 0.81% | – |
| PEP | Sell | PEPSICO INC | $7,235,000 | +0.7% | 76,726 | -0.4% | 0.80% | +31.5% |
| PBF | Sell | PBF ENERGY INCcl a | $7,095,000 | -1.0% | 251,344 | -0.3% | 0.79% | +29.5% |
| BBY | Sell | BEST BUY INC | $7,080,000 | +13.6% | 190,741 | -0.2% | 0.78% | +48.5% |
| GLW | Sell | CORNING INC | $6,762,000 | -13.5% | 394,966 | -0.3% | 0.75% | +13.1% |
| MSFT | Sell | MICROSOFT CORP | $6,277,000 | +0.2% | 141,819 | -0.1% | 0.70% | +30.9% |
| PG | Sell | PROCTER & GAMBLE CO | $5,958,000 | -8.3% | 82,818 | -0.3% | 0.66% | +20.0% |
| SU | Sell | SUNCOR ENERGY INC NEW | $5,870,000 | -3.1% | 219,667 | -0.2% | 0.65% | +26.7% |
| TJX | TJX COS INC NEW | $5,714,000 | +7.9% | 80,000 | 0.0% | 0.63% | +41.3% | |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $5,284,000 | -19.8% | 59,380 | -0.0% | 0.58% | +4.8% |
| TGNA | Buy | TEGNA INC | $5,244,000 | -29.9% | 234,226 | +0.4% | 0.58% | -8.4% |
| SMM | New | SALIENT MIDSTREAM & MLP FDsh ben int | $4,624,000 | – | 330,532 | +100.0% | 0.51% | – |
| GLNG | Sell | GOLAR LNG LTD BERMUDA | $4,172,000 | -40.5% | 149,642 | -0.1% | 0.46% | -22.2% |
| CVX | Sell | CHEVRON CORP NEW | $3,594,000 | -18.5% | 45,557 | -0.3% | 0.40% | +6.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,450,000 | -14.0% | 31,961 | -3.3% | 0.38% | +12.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $3,068,000 | -4.9% | 55,475 | +5.8% | 0.34% | +24.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,906,000 | -48.1% | 88,638 | -37.3% | 0.32% | -32.2% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,614,000 | -12.5% | 28,821 | -1.6% | 0.29% | +14.2% |
| DNKN | New | DUNKIN BRANDS GROUP INC | $2,563,000 | – | 52,313 | +100.0% | 0.28% | – |
| ACGL | ARCH CAP GROUP LTDord | $2,513,000 | +9.7% | 34,200 | 0.0% | 0.28% | +43.3% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,372,000 | +135.8% | 71,689 | +191.3% | 0.26% | +209.4% |
| DVY | ISHARES TRselect divid etf | $2,344,000 | -3.2% | 32,214 | 0.0% | 0.26% | +26.8% | |
| RE | EVEREST RE GROUP LTD | $1,993,000 | -4.8% | 11,500 | 0.0% | 0.22% | +24.9% | |
| GCI | Buy | GANNETT CO INC | $1,719,000 | +5.3% | 116,703 | +0.0% | 0.19% | +37.7% |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $1,344,000 | +301.2% | 24,593 | +352.3% | 0.15% | +432.1% |
| AAPL | Sell | APPLE INC | $1,009,000 | -13.4% | 9,149 | -1.5% | 0.11% | +13.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $965,000 | -9.0% | 8,839 | +4.1% | 0.11% | +18.9% |
| IAU | ISHARES GOLD TRUSTishares | $916,000 | -5.0% | 85,000 | 0.0% | 0.10% | +23.2% | |
| MCHI | ISHARES TRchina etf | $736,000 | -21.8% | 16,800 | 0.0% | 0.08% | +2.5% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $665,000 | -5.8% | 5,100 | -1.6% | 0.07% | +23.3% |
| ABBV | ABBVIE INC | $572,000 | -19.0% | 10,506 | 0.0% | 0.06% | +5.0% | |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $526,000 | +65.4% | 14,745 | +83.6% | 0.06% | +114.8% |
| APH | AMPHENOL CORP NEWcl a | $464,000 | -12.1% | 9,100 | 0.0% | 0.05% | +13.3% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $440,000 | +36.2% | 10,328 | +55.4% | 0.05% | +81.5% |
| OEF | Buy | ISHARES TRs&p 100 etf | $435,000 | +20.8% | 5,132 | +29.5% | 0.05% | +60.0% |
| NSC | NORFOLK SOUTHERN CORP | $413,000 | -12.5% | 5,400 | 0.0% | 0.05% | +15.0% | |
| VFC | V F CORP | $392,000 | -2.2% | 5,750 | 0.0% | 0.04% | +26.5% | |
| IDV | ISHARES TRintl sel div etf | $367,000 | -13.0% | 13,047 | 0.0% | 0.04% | +13.9% | |
| ECL | ECOLAB INC | $340,000 | -3.1% | 3,100 | 0.0% | 0.04% | +26.7% | |
| PFE | Sell | PFIZER INC | $344,000 | -7.8% | 10,964 | -1.3% | 0.04% | +18.8% |
| VRSK | VERISK ANALYTICS INC | $331,000 | +1.5% | 4,475 | 0.0% | 0.04% | +32.1% | |
| CELG | CELGENE CORP | $325,000 | -6.3% | 3,000 | 0.0% | 0.04% | +24.1% | |
| AOK | ISHARESconser alloc etf | $288,000 | -3.0% | 9,146 | 0.0% | 0.03% | +28.0% | |
| MA | MASTERCARD INCcl a | $287,000 | -3.4% | 3,180 | 0.0% | 0.03% | +28.0% | |
| JPM | Sell | JPMORGAN CHASE & CO | $273,000 | -13.1% | 4,482 | -3.2% | 0.03% | +11.1% |
| YUM | YUM BRANDS INC | $262,000 | -11.2% | 3,275 | 0.0% | 0.03% | +16.0% | |
| RL | RALPH LAUREN CORPcl a | $249,000 | -10.8% | 2,110 | 0.0% | 0.03% | +16.7% | |
| SCHW | SCHWAB CHARLES CORP NEW | $248,000 | -12.4% | 8,675 | 0.0% | 0.03% | +12.5% | |
| HEWG | New | ISHARES TRhdg msci germn | $234,000 | – | 10,320 | +100.0% | 0.03% | – |
| XOM | EXXON MOBIL CORP | $238,000 | -10.5% | 3,200 | 0.0% | 0.03% | +13.0% | |
| EWJ | ISHARESmsci japan etf | $188,000 | -10.9% | 16,473 | 0.0% | 0.02% | +16.7% | |
| ARCC | New | ARES CAP CORP | $145,000 | – | 10,000 | +100.0% | 0.02% | – |
| FOX | Exit | TWENTY FIRST CENTY FOX INCcl b | $0 | – | -770 | -100.0% | -0.00% | – |
| INAP | Exit | INTERNAP CORP | $0 | – | -10,000 | -100.0% | -0.01% | – |
| WFTIQ | Exit | WEATHERFORD INTL PLC | $0 | – | -11,100 | -100.0% | -0.01% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,272 | -100.0% | -0.02% | – |
| XYL | Exit | XYLEM INC | $0 | – | -6,200 | -100.0% | -0.02% | – |
| A309PS | Exit | DIRECTV | $0 | – | -2,600 | -100.0% | -0.02% | – |
| MSG | Exit | MADISON SQUARE GARDEN COcl a | $0 | – | -3,300 | -100.0% | -0.02% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -5,715 | -100.0% | -0.02% | – |
| MNA | Exit | INDEXIQ ETF TRiq mrgr arb etf | $0 | – | -9,795 | -100.0% | -0.02% | – |
| R108 | Exit | ENERGIZER HLDGS INC | $0 | – | -2,400 | -100.0% | -0.03% | – |
| ITC | Exit | ITC HLDGS CORP | $0 | – | -10,128 | -100.0% | -0.03% | – |
| SDLP | Exit | SEADRILL PARTNERS LLC | $0 | – | -28,235 | -100.0% | -0.03% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -5,159 | -100.0% | -0.04% | – |
| EMC | Exit | E M C CORP MASS | $0 | – | -15,840 | -100.0% | -0.04% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -1,220 | -100.0% | -0.04% | – |
| MON | Exit | MONSANTO CO NEW | $0 | – | -4,077 | -100.0% | -0.04% | – |
| NLSN | Exit | NIELSEN N V | $0 | – | -10,150 | -100.0% | -0.04% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -7,970 | -100.0% | -0.04% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -8,061 | -100.0% | -0.04% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -2,720 | -100.0% | -0.04% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -6,295 | -100.0% | -0.04% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -9,496 | -100.0% | -0.04% | – |
| ACE | Exit | ACE LTD | $0 | – | -5,395 | -100.0% | -0.05% | – |
| M | Exit | MACYS INC | $0 | – | -9,070 | -100.0% | -0.05% | – |
| TWC | Exit | TIME WARNER CABLE INC | $0 | – | -3,968 | -100.0% | -0.06% | – |
| TRSK | Exit | ALPS ETF TRvelosh tail risk | $0 | – | -27,300 | -100.0% | -0.06% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -8,768 | -100.0% | -0.08% | – |
| NVGS | Exit | NAVIGATOR HOLDINGS LTD | $0 | – | -62,200 | -100.0% | -0.10% | – |
| DDC | Exit | DOMINION DIAMOND CORP | $0 | – | -88,610 | -100.0% | -0.10% | – |
| CAR | Exit | AVIS BUDGET GROUP | $0 | – | -29,198 | -100.0% | -0.11% | – |
| HTZ | Exit | HERTZ GLOBAL HOLDINGS INC | $0 | – | -72,968 | -100.0% | -0.11% | – |
| NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -28,058 | -100.0% | -0.12% | – |
| CME | Exit | CME GROUP INC | $0 | – | -14,546 | -100.0% | -0.12% | – |
| WDC | Exit | WESTERN DIGITAL CORP | $0 | – | -17,456 | -100.0% | -0.12% | – |
| OI | Exit | OWENS ILL INC | $0 | – | -64,644 | -100.0% | -0.13% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -3,167 | -100.0% | -0.13% | – |
| L | Exit | LOEWS CORP | $0 | – | -41,362 | -100.0% | -0.14% | – |
| MRC | Exit | MRC GLOBAL INC | $0 | – | -103,859 | -100.0% | -0.14% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -26,473 | -100.0% | -0.14% | – |
| DISCA | Exit | DISCOVERY COMMUNICATNS NEW | $0 | – | -50,150 | -100.0% | -0.14% | – |
| SYMC | Exit | SYMANTEC CORP | $0 | – | -71,679 | -100.0% | -0.14% | – |
| NSR | Exit | NEUSTAR INCcl a | $0 | – | -57,602 | -100.0% | -0.14% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -26,513 | -100.0% | -0.14% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -25,544 | -100.0% | -0.15% | – |
| AFL | Exit | AFLAC INC | $0 | – | -28,102 | -100.0% | -0.15% | – |
| LXK | Exit | LEXMARK INTL NEWcl a | $0 | – | -39,474 | -100.0% | -0.15% | – |
| FLEX | Exit | FLEXTRONICS INTL LTDord | $0 | – | -154,115 | -100.0% | -0.15% | – |
| QRTEA | Exit | LIBERTY INTERACTIVE CORP | $0 | – | -63,389 | -100.0% | -0.15% | – |
| AIZ | Exit | ASSURANT INC | $0 | – | -26,510 | -100.0% | -0.15% | – |
| JAH | Exit | JARDEN CORP | $0 | – | -34,905 | -100.0% | -0.15% | – |
| WSH | Exit | WILLIS GROUP HOLDINGS PUBLIC | $0 | – | -38,745 | -100.0% | -0.15% | – |
| AER | Exit | AERCAP HOLDINGS NV | $0 | – | -39,674 | -100.0% | -0.15% | – |
| NDAQ | Exit | NASDAQ OMX GROUP INC | $0 | – | -37,978 | -100.0% | -0.16% | – |
| TEN | Exit | TENNECO INC | $0 | – | -32,176 | -100.0% | -0.16% | – |
| NWSA | Exit | NEWS CORP NEWcl a | $0 | – | -130,047 | -100.0% | -0.16% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -11,235 | -100.0% | -0.16% | – |
| DXGE | Exit | WISDOMTREE TRgermany hedeq fd | $0 | – | -67,092 | -100.0% | -0.16% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -24,959 | -100.0% | -0.16% | – |
| WU | Exit | WESTERN UN CO | $0 | – | -95,889 | -100.0% | -0.16% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -16,050 | -100.0% | -0.16% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO | $0 | – | -65,453 | -100.0% | -0.17% | – |
| CE | Exit | CELANESE CORP DEL | $0 | – | -28,750 | -100.0% | -0.18% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -13,326 | -100.0% | -0.18% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -56,196 | -100.0% | -0.19% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Dcl a new | $0 | – | -12,845 | -100.0% | -0.19% | – |
| AFSI | Exit | AMTRUST FINL SVCS INC | $0 | – | -34,222 | -100.0% | -0.19% | – |
| AVGO | Exit | AVAGO TECHNOLOGIES LTD | $0 | – | -17,768 | -100.0% | -0.20% | – |
| ARMK | Exit | ARAMARK | $0 | – | -78,275 | -100.0% | -0.20% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -2,195 | -100.0% | -0.21% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -31,250 | -100.0% | -0.25% | – |
| IHS | Exit | IHS INCcl a | $0 | – | -22,976 | -100.0% | -0.25% | – |
| GDX | Exit | MARKET VECTORS ETF TRgold miner etf | $0 | – | -173,425 | -100.0% | -0.26% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -12,168 | -100.0% | -0.26% | – |
| PAH | Exit | PLATFORM SPECIALTY PRODS COR | $0 | – | -131,790 | -100.0% | -0.29% | – |
| ALTR | Exit | ALTERA CORP | $0 | – | -66,650 | -100.0% | -0.29% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -42,400 | -100.0% | -0.30% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -67,325 | -100.0% | -0.30% | – |
| JJGTF | Exit | BARCLAYS BANK PLCetn djubs grns37 | $0 | – | -95,340 | -100.0% | -0.32% | – |
| ARMH | Exit | ARM HLDGS PLCsponsored adr | $0 | – | -76,183 | -100.0% | -0.32% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -66,968 | -100.0% | -0.35% | – |
| ACM | Exit | AECOM | $0 | – | -124,224 | -100.0% | -0.35% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -20,624 | -100.0% | -0.38% | – |
| DISH | Exit | DISH NETWORK CORPcl a | $0 | – | -68,125 | -100.0% | -0.39% | – |
| VC | Exit | VISTEON CORP | $0 | – | -44,525 | -100.0% | -0.40% | – |
| NBL | Exit | NOBLE ENERGY INC | $0 | – | -111,150 | -100.0% | -0.40% | – |
| ALR | Exit | ALERE INC | $0 | – | -90,830 | -100.0% | -0.41% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -43,382 | -100.0% | -0.43% | – |
| SNDK | Exit | SANDISK CORP | $0 | – | -87,726 | -100.0% | -0.43% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -136,275 | -100.0% | -0.45% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -46,725 | -100.0% | -0.46% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -41,969 | -100.0% | -0.46% | – |
| VRX | Exit | VALEANT PHARMACEUTICALS INTL | $0 | – | -24,525 | -100.0% | -0.46% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -132,575 | -100.0% | -0.46% | – |
| FOXA | Exit | TWENTY FIRST CENTY FOX INCcl a | $0 | – | -236,801 | -100.0% | -0.65% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -65,785 | -100.0% | -0.68% | – |
| C | Exit | CITIGROUP INC | $0 | – | -162,325 | -100.0% | -0.76% | – |
| AON | Exit | AON PLC | $0 | – | -92,502 | -100.0% | -0.78% | – |
| LBTYK | Exit | LIBERTY GLOBAL PLC | $0 | – | -248,506 | -100.0% | -1.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 10 | Q3 2015 | 21.8% |
| WISDOMTREE TRUST | 10 | Q3 2015 | 11.5% |
| RYDEX ETF TRUST | 10 | Q3 2015 | 5.6% |
| ISHARES TR | 10 | Q3 2015 | 5.1% |
| ISHARES TR | 10 | Q3 2015 | 8.4% |
| JOHNSON & JOHNSON | 10 | Q3 2015 | 2.3% |
| MERCK & CO INC NEW | 10 | Q3 2015 | 1.7% |
| WAL-MART STORES INC | 10 | Q3 2015 | 1.7% |
| BANK NEW YORK MELLON CORP | 10 | Q3 2015 | 1.5% |
| EATON VANCE TXMGD GL BUYWR O | 10 | Q3 2015 | 1.5% |
View Constellation Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-11-09 |
| 13F-HR | 2015-08-05 |
| 13F-HR | 2015-05-12 |
| 13F-HR | 2015-02-11 |
| 13F-HR | 2014-11-10 |
| 13F-HR | 2014-07-09 |
| 13F-HR/A | 2014-05-12 |
| 13F-HR | 2014-05-07 |
| 13F-HR | 2014-02-06 |
| 13F-HR | 2013-11-06 |
View Constellation Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.