$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGX | Quest Diagnostics | $1,626,000 | +6.8% | 16,564 | 0.0% | 1.12% | +12.0% | |
| LLY | Eli Lilly | $1,070,000 | +14.4% | 12,716 | 0.0% | 0.74% | +20.1% | |
| VO | VANGUARD INDEX FDSmid cap etf | $918,000 | +5.8% | 6,591 | 0.0% | 0.63% | +10.9% | |
| MRK | Merck | $685,000 | +8.0% | 10,776 | 0.0% | 0.47% | +13.3% | |
| VTV | VANGUARD INDEX FDSvalue etf | $595,000 | +2.6% | 6,240 | 0.0% | 0.41% | +7.6% | |
| CELG | Celgene | $255,000 | +7.6% | 2,048 | 0.0% | 0.18% | +12.9% | |
| JNJ | Johnson & Johnson | $226,000 | +8.1% | 1,815 | 0.0% | 0.16% | +13.1% |
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.