$198 Million is the total value of Barrington Strategic Wealth Management Group LLC's 105 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NXRT | NEXPOINT RESIDENTIAL TR INC | $392,000 | -4.6% | 16,500 | 0.0% | 0.20% | -5.3% | |
LOW | LOWES COS INC | $332,000 | +3.1% | 4,150 | 0.0% | 0.17% | +1.8% | |
T | AT&T INC | $222,000 | +4.2% | 5,657 | 0.0% | 0.11% | +3.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-31
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 18 | Q3 2017 | 9.6% |
PROSHARES TR | 18 | Q3 2017 | 7.8% |
VANGUARD WHITEHALL FDS INC | 18 | Q3 2017 | 3.0% |
NEXTERA ENERGY INC | 18 | Q3 2017 | 2.1% |
ISHARES TR | 18 | Q3 2017 | 3.4% |
GENERAL ELECTRIC CO | 18 | Q3 2017 | 2.3% |
EXXON MOBIL CORP | 18 | Q3 2017 | 2.3% |
MICROSOFT CORP | 18 | Q3 2017 | 1.8% |
The Walt Disney Company | 18 | Q3 2017 | 2.0% |
ISHARES TR | 18 | Q3 2017 | 2.3% |
View Barrington Strategic Wealth Management Group LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2017-10-31 |
13F-HR | 2017-08-14 |
13F-HR | 2017-05-15 |
13F-HR | 2017-02-14 |
13F-HR | 2016-11-14 |
13F-HR | 2016-08-12 |
13F-HR | 2016-05-10 |
13F-HR | 2016-02-16 |
13F-HR | 2015-11-12 |
13F-HR | 2015-08-11 |
View Barrington Strategic Wealth Management Group 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.