$316 Million is the total value of Willingdon Wealth Management's 345 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 59.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Buy | JOHNSON & JOHNSON | $7,611,000 | +9.6% | 59,387 | +19.5% | 2.41% | +5.5% |
| MSFT | Buy | MICROSOFT CORP | $7,606,000 | +36.7% | 83,332 | +28.1% | 2.40% | +31.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,256,000 | +4.7% | 27,343 | +6.1% | 2.29% | +0.7% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $6,534,000 | +4.0% | 236,979 | +5.3% | 2.06% | 0.0% |
| AAPL | Buy | APPLE INC | $6,127,000 | +3.5% | 36,516 | +4.4% | 1.94% | -0.5% |
| INTC | Buy | INTEL CORP | $5,737,000 | +39.5% | 110,163 | +23.6% | 1.81% | +34.1% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $5,411,000 | +25.5% | 85,550 | +21.6% | 1.71% | +20.7% |
| MRK | Buy | MERCK & CO INC | $5,119,000 | +152.9% | 93,985 | +161.3% | 1.62% | +143.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $4,992,000 | +35.8% | 14,771 | +29.0% | 1.58% | +30.6% |
| CVX | Buy | CHEVRON CORP NEW | $4,792,000 | +17.4% | 42,024 | +28.9% | 1.52% | +13.0% |
| ABBV | Buy | ABBVIE INC | $4,677,000 | +89.0% | 49,413 | +93.1% | 1.48% | +81.8% |
| FB | Buy | FACEBOOK INCcl a | $4,532,000 | +33.6% | 28,361 | +47.5% | 1.43% | +28.4% |
| BLK | Buy | BLACKROCK INC | $4,260,000 | +10.5% | 7,865 | +4.8% | 1.35% | +6.2% |
| BDX | Buy | BECTON DICKINSON & CO | $4,141,000 | +17.4% | 19,110 | +15.9% | 1.31% | +12.9% |
| CELG | Buy | CELGENE CORP | $3,983,000 | +12.8% | 44,644 | +32.0% | 1.26% | +8.5% |
| RTN | Buy | RAYTHEON CO | $3,937,000 | +21.4% | 18,240 | +5.7% | 1.24% | +16.8% |
| BLL | Buy | BALL CORP | $3,931,000 | +75.6% | 98,994 | +67.3% | 1.24% | +68.8% |
| SLB | Buy | SCHLUMBERGER LTD | $3,598,000 | +2.2% | 55,541 | +6.3% | 1.14% | -1.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,590,000 | +13.6% | 3,479 | +15.2% | 1.14% | +9.3% |
| CRM | Buy | SALESFORCE COM INC | $3,424,000 | +20.1% | 29,441 | +5.6% | 1.08% | +15.5% |
| PEP | Buy | PEPSICO INC | $3,392,000 | +24.6% | 31,074 | +36.9% | 1.07% | +19.9% |
| SYF | Buy | SYNCHRONY FINL | $3,329,000 | -8.1% | 99,292 | +5.8% | 1.05% | -11.7% |
| DIS | Buy | DISNEY WALT CO | $3,283,000 | -1.1% | 32,690 | +5.8% | 1.04% | -4.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,281,000 | +18.7% | 29,840 | +15.5% | 1.04% | +14.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,263,000 | +8.6% | 17,316 | +7.3% | 1.03% | +4.5% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW | $3,235,000 | +9.7% | 13,077 | +6.6% | 1.02% | +5.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,144,000 | +76.2% | 20,490 | +76.2% | 0.99% | +69.6% |
| HON | Buy | HONEYWELL INTL INC | $3,105,000 | -1.0% | 21,489 | +5.1% | 0.98% | -4.8% |
| ASML | Buy | ASML HOLDING N V | $3,018,000 | +26.2% | 15,198 | +10.4% | 0.95% | +21.4% |
| DY | Buy | DYCOM INDS INC | $2,791,000 | +3.5% | 25,935 | +7.2% | 0.88% | -0.5% |
| WR | New | WESTAR ENERGY INC | $2,788,000 | – | 53,015 | +100.0% | 0.88% | – |
| HD | Buy | HOME DEPOT INC | $2,764,000 | +4.7% | 15,508 | +11.3% | 0.87% | +0.7% |
| EMR | Buy | EMERSON ELEC CO | $2,710,000 | +47.8% | 39,676 | +50.8% | 0.86% | +42.4% |
| WM | Buy | WASTE MGMT INC DEL | $2,704,000 | +45.7% | 32,142 | +49.4% | 0.86% | +40.2% |
| MPC | Buy | MARATHON PETE CORP | $2,703,000 | +66.4% | 36,968 | +50.2% | 0.85% | +59.9% |
| HSY | Buy | HERSHEY CO | $2,678,000 | +11543.5% | 27,057 | +13428.5% | 0.85% | +10475.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $2,661,000 | +2.7% | 54,024 | +11.9% | 0.84% | -1.2% |
| LGND | Buy | LIGAND PHARMACEUTICALS INC | $2,638,000 | +27.8% | 15,970 | +5.9% | 0.83% | +23.0% |
| CNI | Buy | CANADIAN NATL RY CO | $2,640,000 | +6669.2% | 36,103 | +7597.9% | 0.83% | +6315.4% |
| KRE | Buy | SPDR SERIES TRUSTs&p regl bkg | $2,624,000 | +9.4% | 43,453 | +6.6% | 0.83% | +5.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,499,000 | +6.7% | 34,857 | +12.3% | 0.79% | +2.6% |
| V | Buy | VISA INC | $2,440,000 | +17.9% | 20,396 | +12.3% | 0.77% | +13.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $2,340,000 | +35.9% | 44,872 | +7.2% | 0.74% | +30.7% |
| USB | Buy | US BANCORP DEL | $2,293,000 | +5.5% | 45,407 | +11.9% | 0.72% | +1.5% |
| CINF | Buy | CINCINNATI FINL CORP | $2,190,000 | +48.1% | 29,494 | +49.5% | 0.69% | +42.4% |
| AEP | Buy | AMERICAN ELEC PWR INC | $2,116,000 | +34.8% | 30,853 | +44.6% | 0.67% | +29.7% |
| AMGN | Buy | AMGEN INC | $2,060,000 | +46.7% | 12,086 | +49.7% | 0.65% | +41.2% |
| KEY | Buy | KEYCORP NEW | $2,057,000 | +41.4% | 105,196 | +45.8% | 0.65% | +36.0% |
| GLPI | New | GAMING & LEISURE PPTYS INC | $2,010,000 | – | 60,062 | +100.0% | 0.64% | – |
| MXIM | Buy | MAXIM INTEGRATED PRODS INC | $1,947,000 | +38840.0% | 32,324 | +34657.0% | 0.62% | +30650.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,920,000 | +12700.0% | 18,345 | +14011.5% | 0.61% | +12040.0% |
| TRP | Buy | TRANSCANADA CORP | $1,884,000 | +25.7% | 45,605 | +48.0% | 0.60% | +20.7% |
| LVS | Buy | LAS VEGAS SANDS CORP | $1,884,000 | +11675.0% | 26,202 | +11545.3% | 0.60% | +11800.0% |
| NUE | Buy | NUCOR CORP | $1,861,000 | +17.2% | 30,464 | +22.0% | 0.59% | +12.6% |
| FLEX | New | FLEX LTDord | $1,793,000 | – | 109,804 | +100.0% | 0.57% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,743,000 | – | 15,853 | +100.0% | 0.55% | – |
| CVS | Buy | CVS HEALTH CORP | $1,711,000 | +28.5% | 27,511 | +49.8% | 0.54% | +23.5% |
| MET | Buy | METLIFE INC | $1,655,000 | +82650.0% | 36,058 | +94789.5% | 0.52% | +52200.0% |
| STAY | New | EXTENDED STAY AMER INCunit 99/99/9999b | $1,525,000 | – | 77,132 | +100.0% | 0.48% | – |
| HBI | Buy | HANESBRANDS INC | $1,509,000 | +34.7% | 81,903 | +52.9% | 0.48% | +29.6% |
| KHC | Buy | KRAFT HEINZ CO | $1,499,000 | +18.4% | 24,070 | +47.8% | 0.47% | +13.9% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $1,495,000 | +48.8% | 22,797 | +50.6% | 0.47% | +43.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $1,395,000 | +37.7% | 13,473 | +53.0% | 0.44% | +32.4% |
| EOG | Buy | EOG RES INC | $1,351,000 | +7.0% | 12,835 | +9.6% | 0.43% | +2.9% |
| MCD | Buy | MCDONALDS CORP | $1,339,000 | +23.5% | 8,565 | +36.1% | 0.42% | +18.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,114,000 | +32.5% | 9,486 | +37.0% | 0.35% | +27.5% |
| AFL | Buy | AFLAC INC | $1,090,000 | -5.3% | 24,918 | +90.1% | 0.34% | -8.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,044,000 | +34.0% | 9,735 | +36.6% | 0.33% | +28.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $922,000 | +5323.5% | 4,310 | +5571.1% | 0.29% | +4750.0% |
| TLK | Buy | P T TELEKOMUNIKASI INDONESIAsponsored adr | $832,000 | +23.1% | 31,491 | +50.1% | 0.26% | +18.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $747,000 | +11.5% | 12,788 | +8.6% | 0.24% | +7.3% |
| FTEC | Buy | FIDELITYmsci info tech i | $727,000 | +10.2% | 14,025 | +6.3% | 0.23% | +6.0% |
| FNCL | Buy | FIDELITYmsci finls idx | $683,000 | +8.1% | 16,919 | +9.1% | 0.22% | +3.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $664,000 | +7.8% | 10,083 | +8.2% | 0.21% | +4.0% |
| DVY | Buy | ISHARES TRselect divid etf | $437,000 | +14.1% | 4,591 | +18.1% | 0.14% | +9.5% |
| MKC | Buy | MCCORMICK & CO INC | $390,000 | +102.1% | 3,664 | +93.7% | 0.12% | +95.2% |
| MKCV | Buy | MCCORMICK & CO INC | $370,000 | +111.4% | 3,484 | +100.0% | 0.12% | +101.7% |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $365,000 | +9.3% | 4,162 | +5.6% | 0.12% | +4.5% |
| XT | Buy | ISHARES TRexponential tech | $356,000 | +23.6% | 9,797 | +20.7% | 0.11% | +18.9% |
| WFC | Buy | WELLS FARGO CO NEW | $338,000 | -11.1% | 6,458 | +3.2% | 0.11% | -14.4% |
| BA | Buy | BOEING CO | $327,000 | +27.2% | 997 | +14.5% | 0.10% | +22.6% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $321,000 | +15.5% | 1,734 | +8.2% | 0.10% | +11.0% |
| RDFN | New | REDFIN CORP | $317,000 | – | 13,888 | +100.0% | 0.10% | – |
| ABT | Buy | ABBOTT LABS | $302,000 | +22.3% | 5,032 | +16.2% | 0.10% | +17.3% |
| CB | Buy | CHUBB LIMITED | $246,000 | +530.8% | 1,797 | +578.1% | 0.08% | +500.0% |
| AMZN | Buy | AMAZON COM INC | $148,000 | +76.2% | 102 | +41.7% | 0.05% | +67.9% |
| HQH | New | TEKLA HEALTHCARE INVSsh ben int | $144,000 | – | 6,699 | +100.0% | 0.05% | – |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $131,000 | +101.5% | 1,583 | +109.7% | 0.04% | +95.2% |
| NKE | Buy | NIKE INCcl b | $119,000 | +8.2% | 1,794 | +2.3% | 0.04% | +5.6% |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $117,000 | +88.7% | 7,948 | +92.8% | 0.04% | +85.0% |
| BBT | Buy | BB&T CORP | $111,000 | +15.6% | 2,135 | +10.3% | 0.04% | +9.4% |
| REM | Buy | ISHARES TRmortge rel etf | $96,000 | +3.2% | 2,270 | +10.3% | 0.03% | -3.2% |
| ENB | Buy | ENBRIDGE INC | $72,000 | -5.3% | 2,274 | +17.7% | 0.02% | -8.0% |
| FSK | Buy | FS INVT CORP | $67,000 | +235.0% | 9,250 | +236.4% | 0.02% | +200.0% |
| SOXX | Buy | ISHARES TRphlx semicnd etf | $65,000 | +170.8% | 359 | +154.6% | 0.02% | +162.5% |
| BX | New | BLACKSTONE GROUP L P | $48,000 | – | 1,500 | +100.0% | 0.02% | – |
| BTT | New | BLACKROCK MUN 2030 TAR TERM | $43,000 | – | 2,024 | +100.0% | 0.01% | – |
| KKR | New | KKR & CO L P DEL | $41,000 | – | 2,000 | +100.0% | 0.01% | – |
| FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $38,000 | – | 318 | +100.0% | 0.01% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $39,000 | – | 801 | +100.0% | 0.01% | – |
| ITA | New | ISHARES TRus aer def etf | $39,000 | – | 199 | +100.0% | 0.01% | – |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $39,000 | +3800.0% | 5,000 | +3005.6% | 0.01% | – |
| SBIO | New | ALPS ETF TRmed breakthgh | $37,000 | – | 1,088 | +100.0% | 0.01% | – |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $38,000 | – | 1,048 | +100.0% | 0.01% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $39,000 | – | 1,145 | +100.0% | 0.01% | – |
| CHIQ | New | GLOBAL X FDSchina cons etf | $38,000 | – | 2,020 | +100.0% | 0.01% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $39,000 | – | 1,608 | +100.0% | 0.01% | – |
| WY | New | WEYERHAEUSER CO | $35,000 | – | 1,000 | +100.0% | 0.01% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $35,000 | +150.0% | 500 | +150.0% | 0.01% | +120.0% |
| REMX | New | VANECK VECTORS ETF TRrare earth strat | $36,000 | – | 1,309 | +100.0% | 0.01% | – |
| BK | New | BANK NEW YORK MELLON CORP | $36,000 | – | 700 | +100.0% | 0.01% | – |
| PG | Buy | PROCTER AND GAMBLE CO | $36,000 | -2.7% | 460 | +14.4% | 0.01% | -8.3% |
| MDT | Buy | MEDTRONIC PLC | $31,000 | +520.0% | 386 | +532.8% | 0.01% | +400.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $31,000 | +158.3% | 467 | +179.6% | 0.01% | +150.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $32,000 | +1500.0% | 425 | +1600.0% | 0.01% | +900.0% |
| F | New | FORD MTR CO DEL | $28,000 | – | 2,500 | +100.0% | 0.01% | – |
| AFAM | New | ALMOST FAMILY INC | $28,000 | – | 500 | +100.0% | 0.01% | – |
| COP | Buy | CONOCOPHILLIPS | $24,000 | +84.6% | 400 | +75.4% | 0.01% | +100.0% |
| RQI | New | COHEN & STEERS QUALITY RLTY | $24,000 | – | 2,000 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC | $26,000 | – | 400 | +100.0% | 0.01% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $25,000 | – | 531 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $21,000 | – | 750 | +100.0% | 0.01% | – |
| FDRR | New | FIDELITYdivid etf risi | $21,000 | – | 700 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INC | $23,000 | – | 300 | +100.0% | 0.01% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $18,000 | – | 576 | +100.0% | 0.01% | – |
| WDC | New | WESTERN DIGITAL CORP | $18,000 | – | 200 | +100.0% | 0.01% | – |
| TIP | Buy | ISHARES TRtips bd etf | $20,000 | +25.0% | 180 | +31.4% | 0.01% | +20.0% |
| MOO | New | VANECK VECTORS ETF TRagribusiness etf | $19,000 | – | 300 | +100.0% | 0.01% | – |
| XTN | New | SPDR SERIES TRUSTs&p transn etf | $18,000 | – | 290 | +100.0% | 0.01% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $16,000 | +33.3% | 236 | +43.9% | 0.01% | +25.0% |
| ING | Buy | ING GROEP N Vsponsored adr | $15,000 | +66.7% | 876 | +79.9% | 0.01% | +66.7% |
| QAI | New | INDEXIQ ETF TRhedge mlti etf | $16,000 | – | 530 | +100.0% | 0.01% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $16,000 | – | 100 | +100.0% | 0.01% | – |
| AMAT | Buy | APPLIED MATLS INC | $16,000 | +300.0% | 287 | +229.9% | 0.01% | +400.0% |
| UL | New | UNILEVER PLCspon adr new | $17,000 | – | 300 | +100.0% | 0.01% | – |
| NVS | Buy | NOVARTIS A Gsponsored adr | $15,000 | +25.0% | 189 | +35.0% | 0.01% | +25.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $16,000 | +60.0% | 89 | +48.3% | 0.01% | +66.7% |
| CPT | New | CAMDEN PPTY TRsh ben int | $13,000 | – | 151 | +100.0% | 0.00% | – |
| SAFM | New | SANDERSON FARMS INC | $12,000 | – | 100 | +100.0% | 0.00% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $14,000 | – | 233 | +100.0% | 0.00% | – |
| NVDA | New | NVIDIA CORP | $12,000 | – | 50 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $11,000 | – | 300 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $8,000 | – | 529 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $11,000 | – | 184 | +100.0% | 0.00% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $8,000 | – | 265 | +100.0% | 0.00% | – |
| SCZ | Buy | ISHARES TReafe sml cp etf | $10,000 | +42.9% | 151 | +39.8% | 0.00% | +50.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $10,000 | +42.9% | 120 | +42.9% | 0.00% | +50.0% |
| UBS | New | UBS GROUP AG | $8,000 | – | 447 | +100.0% | 0.00% | – |
| YUM | Buy | YUM BRANDS INC | $10,000 | +42.9% | 120 | +50.0% | 0.00% | +50.0% |
| GOLD | New | BARRICK GOLD CORP | $7,000 | – | 600 | +100.0% | 0.00% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $6,000 | – | 90 | +100.0% | 0.00% | – |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $6,000 | – | 61 | +100.0% | 0.00% | – |
| ABB | New | ABB LTDsponsored adr | $7,000 | – | 280 | +100.0% | 0.00% | – |
| EUFN | New | ISHARES TRmsci euro fl etf | $7,000 | – | 292 | +100.0% | 0.00% | – |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $6,000 | – | 147 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $7,000 | – | 1,838 | +100.0% | 0.00% | – |
| ORAN | New | ORANGEsponsored adr | $6,000 | – | 336 | +100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $7,000 | – | 341 | +100.0% | 0.00% | – |
| SAP | New | SAP SEspon adr | $7,000 | – | 69 | +100.0% | 0.00% | – |
| TSLA | Buy | TESLA INC | $7,000 | +16.7% | 28 | +55.6% | 0.00% | 0.0% |
| TTE | Buy | TOTAL S Asponsored adr | $6,000 | +200.0% | 99 | +175.0% | 0.00% | +100.0% |
| CCEP | New | COCA COLA EUROPEAN PARTNERS | $6,000 | – | 147 | +100.0% | 0.00% | – |
| DISCK | New | DISCOVERY COMMUNICATNS NEW | $4,000 | – | 211 | +100.0% | 0.00% | – |
| DEO | New | DIAGEO P L Cspon adr new | $3,000 | – | 21 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $2,000 | – | 22 | +100.0% | 0.00% | – |
| CALX | New | CALIX INC | $0 | – | 29 | +100.0% | 0.00% | – |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $0 | – | 5 | +100.0% | 0.00% | – |
| LUNA | New | LUNA INNOVATIONS | $0 | – | 127 | +100.0% | 0.00% | – |
| AIEQ | New | ETF MANAGERS TRai powered eqt | $1,000 | – | 30 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 26 | Q1 2020 | 8.7% |
| iShares Tr S&P 500 Index | 26 | Q1 2020 | 3.2% |
| PFIZER INC | 26 | Q1 2020 | 2.5% |
| COSTCO WHSL CORP NEW | 26 | Q1 2020 | 2.7% |
| Exxon Mobil Corporation | 26 | Q1 2020 | 2.8% |
| The Walt Disney Company | 26 | Q1 2020 | 3.5% |
| AT&T INC | 26 | Q1 2020 | 2.5% |
| Chevron Corporation | 26 | Q1 2020 | 1.7% |
| MERCK & CO. INC | 26 | Q1 2020 | 3.3% |
| Novo-Nordisk AS ADR | 26 | Q1 2020 | 2.7% |
View Willingdon Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-04-21 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2019-11-01 |
| 13F-HR | 2019-08-01 |
| 13F-HR | 2019-05-09 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-11-01 |
| 13F-HR | 2018-08-03 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-02-08 |
View Willingdon Wealth Management'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.