$142 Million is the total value of VECTOR WEALTH MANAGEMENT, LLC's 87 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | New | ISHARESmsci emg mkt etf | $229,000 | – | 5,477 | +100.0% | 0.16% | – |
| MO | New | ALTRIA GROUP INC | $222,000 | – | 5,763 | +100.0% | 0.16% | – |
| IVV | New | ISHAREScore s&p500 etf | $220,000 | – | 1,184 | +100.0% | 0.16% | – |
| AMZN | New | AMAZON COM INC | $218,000 | – | 548 | +100.0% | 0.15% | – |
| USB | New | US BANCORP DEL | $210,000 | – | 5,201 | +100.0% | 0.15% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $204,000 | – | 3,836 | +100.0% | 0.14% | – |
| STJ | New | ST JUDE MED INC | $202,000 | – | 3,266 | +100.0% | 0.14% | – |
| PEP | New | PEPSICO INC | $201,000 | – | 2,417 | +100.0% | 0.14% | – |
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.