$137 Million is the total value of VECTOR WEALTH MANAGEMENT, LLC's 84 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSJG | New | CLAYMORE EXCHANGE TRD FD TRgug blt2016 hy | $720,000 | – | 27,019 | +100.0% | 0.53% | – |
| CVY | New | CLAYMORE EXCHANGE TRD FD TRgug multi asset | $610,000 | – | 25,747 | +100.0% | 0.44% | – |
| CWB | New | SPDR SERIES TRUSTbrc cnv secs etf | $572,000 | – | 12,647 | +100.0% | 0.42% | – |
| FB | New | FACEBOOK INCcl a | $388,000 | – | 7,733 | +100.0% | 0.28% | – |
| S | New | SPRINT CORP | $362,000 | – | 58,103 | +100.0% | 0.26% | – |
| IXC | New | ISHARESglobal energ etf | $356,000 | – | 8,675 | +100.0% | 0.26% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $322,000 | – | 6,331 | +100.0% | 0.24% | – |
| EMR | New | EMERSON ELEC CO | $235,000 | – | 3,626 | +100.0% | 0.17% | – |
| IWM | New | ISHARESrussell 2000 etf | $201,000 | – | 1,882 | +100.0% | 0.15% | – |
| APA | New | APACHE CORP | $201,000 | – | 2,366 | +100.0% | 0.15% | – |
| PGX | New | POWERSHARES GLOBAL ETF TRUSTagg pfd port | $180,000 | – | 13,176 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 21 | Q4 2016 | 17.1% |
| SPDR S&P 500 ETF TR | 21 | Q4 2016 | 14.3% |
| JPMORGAN CHASE & CO | 21 | Q4 2016 | 10.7% |
| KAYNE ANDERSON MLP INVT CO | 21 | Q4 2016 | 10.2% |
| APPLE INC | 21 | Q4 2016 | 6.2% |
| FIRST TR MORNINGSTAR DIV LEA | 21 | Q4 2016 | 12.7% |
| 3M CO | 21 | Q4 2016 | 3.2% |
| WELLS FARGO & CO NEW | 21 | Q4 2016 | 2.0% |
| EXXON MOBIL CORP | 21 | Q4 2016 | 1.3% |
| LENNOX INTL INC | 21 | Q4 2016 | 1.1% |
View VECTOR WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-02-07 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
View VECTOR WEALTH MANAGEMENT, LLC'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.