$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DBC | Exit | POWERSHARES DB CMDTY IDX TRAunit ben int | $0 | – | -14,255 | -100.0% | -0.10% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -18,035 | -100.0% | -0.51% | – |
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.