$339 Million is the total value of MV CAPITAL MANAGEMENT, INC.'s 357 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrus 1000 etf | $2,841,000 | +3.1% | 20,999 | 0.0% | 0.84% | -3.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,019,000 | +2.0% | 4 | 0.0% | 0.30% | -4.1% | |
| ABC | AMERISOURCEBERGEN CORP | $997,000 | +6.9% | 10,546 | 0.0% | 0.30% | +0.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $664,000 | +1.5% | 3,922 | 0.0% | 0.20% | -4.9% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $520,000 | -11.7% | 3,381 | 0.0% | 0.15% | -16.8% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $460,000 | +2.4% | 1,903 | 0.0% | 0.14% | -3.5% | |
| ET | ENERGY TRANSFER EQUITY L P | $457,000 | -9.0% | 25,460 | 0.0% | 0.14% | -14.6% | |
| IJH | ISHARES TRcore s&p mcp etf | $395,000 | +1.5% | 2,270 | 0.0% | 0.12% | -4.1% | |
| CL | COLGATE PALMOLIVE CO | $325,000 | +1.2% | 4,386 | 0.0% | 0.10% | -5.0% | |
| IWS | ISHARES TRrus mdcp val etf | $254,000 | +1.2% | 3,019 | 0.0% | 0.08% | -5.1% | |
| PEP | PEPSICO INC | $238,000 | +3.5% | 2,057 | 0.0% | 0.07% | -2.8% | |
| AVB | AVALONBAY CMNTYS INC | $226,000 | +4.6% | 1,178 | 0.0% | 0.07% | -1.5% | |
| FDX | FEDEX CORP | $223,000 | +11.5% | 1,025 | 0.0% | 0.07% | +4.8% | |
| UNH | UNITEDHEALTH GROUP INC | $202,000 | +12.8% | 1,090 | 0.0% | 0.06% | +7.1% | |
| IWM | ISHARES TRrussell 2000 etf | $199,000 | +2.6% | 1,412 | 0.0% | 0.06% | -3.3% | |
| BAC | BANK AMER CORP | $168,000 | +3.1% | 6,908 | 0.0% | 0.05% | -2.0% | |
| PPG | PPG INDS INC | $167,000 | +4.4% | 1,520 | 0.0% | 0.05% | -2.0% | |
| MON | MONSANTO CO NEW | $166,000 | +5.1% | 1,400 | 0.0% | 0.05% | -2.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $165,000 | +5.8% | 2,500 | 0.0% | 0.05% | 0.0% | |
| MRK | MERCK & CO INC | $165,000 | +1.2% | 2,573 | 0.0% | 0.05% | -3.9% | |
| XLE | SELECT SECTOR SPDR TRenergy | $156,000 | -7.1% | 2,407 | 0.0% | 0.05% | -13.2% | |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $151,000 | +0.7% | 1,930 | 0.0% | 0.04% | -4.3% | |
| ESS | ESSEX PPTY TR INC | $153,000 | +10.9% | 594 | 0.0% | 0.04% | +4.7% | |
| BAX | BAXTER INTL INC | $148,000 | +16.5% | 2,441 | 0.0% | 0.04% | +10.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $144,000 | +6.7% | 1,434 | 0.0% | 0.04% | +2.4% | |
| VIG | VANGUARD SPECIALIZED PORTFOLdiv app etf | $131,000 | +3.1% | 1,416 | 0.0% | 0.04% | -2.5% | |
| SPG | SIMON PPTY GROUP INC NEW | $121,000 | -6.2% | 750 | 0.0% | 0.04% | -12.2% | |
| ITW | ILLINOIS TOOL WKS INC | $121,000 | +8.0% | 847 | 0.0% | 0.04% | +2.9% | |
| ALB | ALBEMARLE CORP | $107,000 | 0.0% | 1,016 | 0.0% | 0.03% | -5.9% | |
| PRU | PRUDENTIAL FINL INC | $104,000 | +1.0% | 964 | 0.0% | 0.03% | -3.1% | |
| PLD | PROLOGIS INC | $105,000 | +12.9% | 1,785 | 0.0% | 0.03% | +6.9% | |
| ADI | ANALOG DEVICES INC | $106,000 | -4.5% | 1,358 | 0.0% | 0.03% | -11.4% | |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $96,000 | +2.1% | 3,000 | 0.0% | 0.03% | -6.7% | |
| PCG | PG&E CORP | $96,000 | 0.0% | 1,450 | 0.0% | 0.03% | -6.7% | |
| NEU | NEWMARKET CORP | $87,000 | +2.4% | 188 | 0.0% | 0.03% | -3.7% | |
| C | CITIGROUP INC | $89,000 | +12.7% | 1,326 | 0.0% | 0.03% | +4.0% | |
| HON | HONEYWELL INTL INC | $85,000 | +6.2% | 637 | 0.0% | 0.02% | 0.0% | |
| OGE | OGE ENERGY CORP | $84,000 | -1.2% | 2,428 | 0.0% | 0.02% | -7.4% | |
| HSY | HERSHEY CO | $81,000 | -1.2% | 750 | 0.0% | 0.02% | -7.7% | |
| ADBE | ADOBE SYS INC | $81,000 | +8.0% | 575 | 0.0% | 0.02% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $81,000 | -2.4% | 3,000 | 0.0% | 0.02% | -7.7% | |
| ORCL | ORACLE CORP | $76,000 | +11.8% | 1,523 | 0.0% | 0.02% | +4.8% | |
| NEE | NEXTERA ENERGY INC | $71,000 | +9.2% | 508 | 0.0% | 0.02% | +5.0% | |
| TSLA | TESLA INC | $72,000 | +28.6% | 200 | 0.0% | 0.02% | +16.7% | |
| WFM | WHOLE FOODS MKT INC | $67,000 | +39.6% | 1,600 | 0.0% | 0.02% | +33.3% | |
| VFC | V F CORP | $69,000 | +4.5% | 1,200 | 0.0% | 0.02% | -4.8% | |
| ES | EVERSOURCE ENERGY | $61,000 | +3.4% | 1,000 | 0.0% | 0.02% | -5.3% | |
| IYW | ISHARES TRu.s. tech etf | $62,000 | +3.3% | 446 | 0.0% | 0.02% | -5.3% | |
| CSX | CSX CORP | $56,000 | +16.7% | 1,023 | 0.0% | 0.02% | +13.3% | |
| EPP | ISHARESmsci pac jp etf | $55,000 | 0.0% | 1,230 | 0.0% | 0.02% | -5.9% | |
| EFX | EQUIFAX INC | $55,000 | 0.0% | 400 | 0.0% | 0.02% | -5.9% | |
| UNP | UNION PAC CORP | $53,000 | +3.9% | 484 | 0.0% | 0.02% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $50,000 | +4.2% | 620 | 0.0% | 0.02% | 0.0% | |
| EMR | EMERSON ELEC CO | $48,000 | 0.0% | 800 | 0.0% | 0.01% | -6.7% | |
| STL | STERLING BANCORP DEL | $47,000 | 0.0% | 2,000 | 0.0% | 0.01% | -6.7% | |
| KMB | KIMBERLY CLARK CORP | $49,000 | 0.0% | 376 | 0.0% | 0.01% | -6.7% | |
| COST | COSTCO WHSL CORP NEW | $40,000 | -4.8% | 250 | 0.0% | 0.01% | -7.7% | |
| CKH | SEACOR HOLDINGS INC | $39,000 | -50.0% | 1,125 | 0.0% | 0.01% | -52.0% | |
| LLL | L3 TECHNOLOGIES INC | $42,000 | +2.4% | 250 | 0.0% | 0.01% | -7.7% | |
| BHI | BAKER HUGHES INC | $41,000 | -8.9% | 750 | 0.0% | 0.01% | -14.3% | |
| RAI | REYNOLDS AMERICAN INC | $39,000 | +2.6% | 598 | 0.0% | 0.01% | 0.0% | |
| IBMF | ISHARESibonds sep17 etf | $40,000 | 0.0% | 1,466 | 0.0% | 0.01% | -7.7% | |
| IWR | ISHARES TRrus mid cap etf | $37,000 | +2.8% | 193 | 0.0% | 0.01% | 0.0% | |
| SJM | SMUCKER J M CO | $33,000 | -8.3% | 275 | 0.0% | 0.01% | -9.1% | |
| IYJ | ISHARES TRu.s. inds etf | $33,000 | +6.5% | 248 | 0.0% | 0.01% | 0.0% | |
| PSX | PHILLIPS 66 | $30,000 | +3.4% | 365 | 0.0% | 0.01% | 0.0% | |
| WELL | WELLTOWER INC | $30,000 | +7.1% | 400 | 0.0% | 0.01% | 0.0% | |
| YUM | YUM BRANDS INC | $32,000 | +14.3% | 431 | 0.0% | 0.01% | 0.0% | |
| USIG | ISHARES TRus credit bd etf | $27,000 | +3.8% | 239 | 0.0% | 0.01% | 0.0% | |
| RTN | RAYTHEON CO | $26,000 | +8.3% | 158 | 0.0% | 0.01% | 0.0% | |
| SR | SPIRE INC | $28,000 | +3.7% | 400 | 0.0% | 0.01% | 0.0% | |
| STI | SUNTRUST BKS INC | $28,000 | 0.0% | 500 | 0.0% | 0.01% | -11.1% | |
| QQQ | POWERSHARES QQQ TRUSTunit ser 1 | $28,000 | +7.7% | 200 | 0.0% | 0.01% | 0.0% | |
| IP | INTL PAPER CO | $28,000 | +12.0% | 500 | 0.0% | 0.01% | 0.0% | |
| APH | AMPHENOL CORP NEWcl a | $26,000 | +4.0% | 350 | 0.0% | 0.01% | 0.0% | |
| AMZN | AMAZON COM INC | $28,000 | +7.7% | 29 | 0.0% | 0.01% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $23,000 | +4.5% | 187 | 0.0% | 0.01% | 0.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $24,000 | +4.3% | 223 | 0.0% | 0.01% | 0.0% | |
| CIEN | CIENA CORP | $25,000 | +4.2% | 1,000 | 0.0% | 0.01% | -12.5% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $25,000 | +4.2% | 200 | 0.0% | 0.01% | -12.5% | |
| FB | FACEBOOK INCcl a | $24,000 | +4.3% | 162 | 0.0% | 0.01% | 0.0% | |
| ABBV | ABBVIE INC | $22,000 | +10.0% | 302 | 0.0% | 0.01% | 0.0% | |
| DE | DEERE & CO | $19,000 | +11.8% | 154 | 0.0% | 0.01% | +20.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $19,000 | -5.0% | 100 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $21,000 | 0.0% | 284 | 0.0% | 0.01% | -14.3% | |
| IBMH | ISHARES TRibonds sep19 etf | $20,000 | 0.0% | 786 | 0.0% | 0.01% | 0.0% | |
| IBMG | ISHARES TRibonds sep18 etf | $20,000 | 0.0% | 785 | 0.0% | 0.01% | 0.0% | |
| EFA | ISHARES TRmsci eafe etf | $21,000 | +5.0% | 315 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $19,000 | +5.6% | 450 | 0.0% | 0.01% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW | $16,000 | +6.7% | 161 | 0.0% | 0.01% | 0.0% | |
| NVDA | NVIDIA CORP | $17,000 | +30.8% | 121 | 0.0% | 0.01% | +25.0% | |
| LOW | LOWES COS INC | $17,000 | -5.6% | 225 | 0.0% | 0.01% | -16.7% | |
| NLY | ANNALY CAP MGMT INC | $18,000 | +5.9% | 1,511 | 0.0% | 0.01% | 0.0% | |
| STT | STATE STR CORP | $16,000 | +14.3% | 175 | 0.0% | 0.01% | +25.0% | |
| VAC | MARRIOTT VACATIONS WRLDWDE C | $17,000 | +21.4% | 143 | 0.0% | 0.01% | +25.0% | |
| SO | SOUTHERN CO | $14,000 | -6.7% | 296 | 0.0% | 0.00% | -20.0% | |
| CSCO | CISCO SYS INC | $13,000 | -7.1% | 422 | 0.0% | 0.00% | 0.0% | |
| VER | VEREIT INC | $13,000 | 0.0% | 1,575 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $12,000 | -7.7% | 46 | 0.0% | 0.00% | 0.0% | |
| CG | CARLYLE GROUP L P | $14,000 | +27.3% | 715 | 0.0% | 0.00% | +33.3% | |
| NSC | NORFOLK SOUTHERN CORP | $12,000 | +9.1% | 100 | 0.0% | 0.00% | +33.3% | |
| CLNS | COLONY NORTHSTAR INC | $13,000 | +8.3% | 953 | 0.0% | 0.00% | 0.0% | |
| DD | DU PONT E I DE NEMOURS & CO | $12,000 | +9.1% | 143 | 0.0% | 0.00% | +33.3% | |
| TEL | TE CONNECTIVITY LTD | $14,000 | +7.7% | 175 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $14,000 | -6.7% | 178 | 0.0% | 0.00% | -20.0% | |
| SRE | SEMPRA ENERGY | $14,000 | +7.7% | 120 | 0.0% | 0.00% | 0.0% | |
| LLY | LILLY ELI & CO | $15,000 | -6.2% | 187 | 0.0% | 0.00% | -20.0% | |
| XRAY | DENTSPLY SIRONA INC | $15,000 | 0.0% | 239 | 0.0% | 0.00% | -20.0% | |
| PDP | POWERSHARES ETF TRUSTdwa momentum ptf | $12,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $15,000 | +7.1% | 175 | 0.0% | 0.00% | 0.0% | |
| ICF | ISHARES TRcohen&steer reit | $9,000 | +12.5% | 85 | 0.0% | 0.00% | 0.0% | |
| BRG | BLUEROCK RESIDENTIAL GRW REI | $10,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $9,000 | 0.0% | 224 | 0.0% | 0.00% | 0.0% | |
| FDS | FACTSET RESH SYS INC | $9,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| APO | APOLLO GLOBAL MGMT LLC | $11,000 | +10.0% | 416 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $10,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $11,000 | +37.5% | 287 | 0.0% | 0.00% | 0.0% | |
| WSR | WHITESTONE REIT | $9,000 | -10.0% | 727 | 0.0% | 0.00% | 0.0% | |
| PCLN | PRICELINE GRP INC | $11,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| DHR | DANAHER CORP DEL | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $10,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY | $11,000 | 0.0% | 247 | 0.0% | 0.00% | 0.0% | |
| CELG | CELGENE CORP | $9,000 | +12.5% | 66 | 0.0% | 0.00% | 0.0% | |
| AAON | AAON INC | $6,000 | +20.0% | 150 | 0.0% | 0.00% | 0.0% | |
| WAT | WATERS CORP | $8,000 | +14.3% | 42 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORPORATION | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $7,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR INC | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SANM | SANMINA CORPORATION | $7,000 | -12.5% | 195 | 0.0% | 0.00% | -33.3% | |
| OGS | ONE GAS INC | $7,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| TPH | TRI POINTE GROUP INC | $8,000 | 0.0% | 628 | 0.0% | 0.00% | -33.3% | |
| MA | MASTERCARD INCORPORATEDcl a | $7,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| POOL | POOL CORPORATION | $8,000 | 0.0% | 70 | 0.0% | 0.00% | -33.3% | |
| BEN | FRANKLIN RES INC | $7,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $8,000 | 0.0% | 145 | 0.0% | 0.00% | -33.3% | |
| NSP | INSPERITY INC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| IDT | IDT CORPcl b new | $3,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% | |
| LCII | LCI INDS | $4,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| LBAI | LAKELAND BANCORP INC | $3,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| LOGM | LOGMEIN INC | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| MGLN | MAGELLAN HEALTH INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| GBX | GREENBRIER COS INC | $4,000 | +33.3% | 79 | 0.0% | 0.00% | 0.0% | |
| CASH | META FINL GROUP INC | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $3,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -50.0% | |
| EXC | EXELON CORP | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ETFC | E TRADE FINANCIAL CORP | $5,000 | 0.0% | 134 | 0.0% | 0.00% | -50.0% | |
| DVMT | DELL TECHNOLOGIES INC | $3,000 | -25.0% | 55 | 0.0% | 0.00% | 0.0% | |
| PFBC | PREFERRED BK LOS ANGELES CA | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $5,000 | 0.0% | 70 | 0.0% | 0.00% | -50.0% | |
| PFG | PRINCIPAL FINL GROUP INC | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO | $5,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% | |
| ROST | ROSS STORES INC | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $5,000 | +25.0% | 37 | 0.0% | 0.00% | 0.0% | |
| RWR | SPDR SERIES TRUSTdj reit etf | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM INC | $5,000 | 0.0% | 61 | 0.0% | 0.00% | -50.0% | |
| CNI | CANADIAN NATL RY CO | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SYBT | STOCK YDS BANCORP INC | $2,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| THO | THOR INDS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| TIER | TIER REIT INC | $3,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $5,000 | 0.0% | 16 | 0.0% | 0.00% | -50.0% | |
| AGX | ARGAN INC | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| UVV | UNIVERSAL CORP VA | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| UVE | UNIVERSAL INS HLDGS INC | $2,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| UNM | UNUM GROUP | $5,000 | 0.0% | 107 | 0.0% | 0.00% | -50.0% | |
| APC | ANADARKO PETE CORP | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -50.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| WPG | WASHINGTON PRIME GROUP NEW | $3,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% | |
| ADNT | ADIENT PLC | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| AEIS | ADVANCED ENERGY INDS | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| FDP | FRESH DEL MONTE PRODUCE INCord | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| AMLP | ALPS ETF TRalerian mlp | $5,000 | 0.0% | 396 | 0.0% | 0.00% | -50.0% | |
| GRMN | GARMIN LTD | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $5,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% | |
| HYH | HALYARD HEALTH INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| R | RYDER SYS INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| IDCC | INTERDIGITAL INC | $1,000 | -50.0% | 18 | 0.0% | 0.00% | -100.0% | |
| GM | GENERAL MTRS CO | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| GMWSB | GENERAL MTRS CO*w exp 07/10/201 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| BIVV | BIOVERATIV INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| LUMN | CENTURYLINK INC | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 11.0% |
| ISHARES TR | 36 | Q3 2023 | 8.3% |
| ISHARES TR | 36 | Q3 2023 | 7.6% |
| ECOLAB INC | 36 | Q3 2023 | 3.2% |
| ISHARES TR | 36 | Q3 2023 | 4.2% |
| ABBVIE INC | 36 | Q3 2023 | 6.0% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 2.6% |
| ISHARES TR | 36 | Q3 2023 | 2.2% |
| ABBOTT LABS | 36 | Q3 2023 | 4.1% |
| APPLE INC | 36 | Q3 2023 | 2.1% |
View MV CAPITAL MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-02 |
View MV CAPITAL 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.