$143 Million is the total value of Wechter Feldman Wealth Management, Inc.'s 23 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTV | New | VANGUARD INDEX FDSvalue etf | $1,445,000 | – | 10,514 | +100.0% | 1.01% | – |
XOM | New | EXXON MOBIL CORP | $224,000 | – | 3,544 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-05
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.