$146 Million is the total value of Wechter Feldman Wealth Management, Inc.'s 34 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XLK | New | SELECT SECTOR SPDR TRtechnology | $411,000 | – | 7,710 | +100.0% | 0.28% | – |
XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $391,000 | – | 6,010 | +100.0% | 0.27% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $387,000 | – | 16,310 | +100.0% | 0.27% | – |
T | New | AT&T | $307,000 | – | 7,393 | +100.0% | 0.21% | – |
JPM | New | JPMorgan Chase | $269,000 | – | 3,060 | +100.0% | 0.18% | – |
New | RELX PLC | $246,000 | – | 13,303 | +100.0% | 0.17% | – | |
XBI | New | SPDR SERIES TRUSTs&p biotech | $219,000 | – | 3,160 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 19 | Q2 2021 | 16.3% |
ISHARES TR | 19 | Q2 2021 | 12.9% |
VANGUARD INDEX FDS | 19 | Q2 2021 | 18.7% |
VANGUARD INDEX FDS | 19 | Q2 2021 | 7.3% |
QUEST DIAGNOSTICS INC | 19 | Q2 2021 | 3.2% |
LILLY ELI & CO | 19 | Q2 2021 | 4.3% |
MERCK & CO INC | 19 | Q2 2021 | 1.8% |
APPLE INC | 19 | Q2 2021 | 1.4% |
JPMorgan Chase | 18 | Q2 2021 | 0.7% |
JOHNSON & JOHNSON | 16 | Q2 2021 | 0.2% |
View Wechter Feldman Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-08-05 |
13F-HR | 2021-05-04 |
13F-HR | 2021-02-08 |
13F-HR | 2020-11-05 |
13F-HR | 2020-08-05 |
13F-HR | 2020-05-06 |
13F-HR | 2020-02-06 |
13F-HR | 2019-11-05 |
13F-HR | 2019-08-07 |
13F-HR | 2019-05-06 |
View Wechter Feldman Wealth Management, Inc.'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.