$138 Million is the total value of VECTOR WEALTH MANAGEMENT, LLC's 81 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LII | LENNOX INTL INC | $909,000 | +6.8% | 10,000 | 0.0% | 0.66% | +9.3% | |
| IXC | ISHARESglobal energ etf | $401,000 | +1.3% | 9,169 | 0.0% | 0.29% | +3.6% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $366,000 | -7.3% | 3,763 | 0.0% | 0.26% | -5.0% | |
| GILD | GILEAD SCIENCES INC | $274,000 | -5.8% | 3,874 | 0.0% | 0.20% | -3.9% | |
| EMR | EMERSON ELEC CO | $244,000 | -4.7% | 3,647 | 0.0% | 0.18% | -2.8% | |
| COP | CONOCOPHILLIPS | $234,000 | -0.4% | 3,317 | 0.0% | 0.17% | +1.8% | |
| EEM | ISHARESmsci emg mkt etf | $225,000 | -1.7% | 5,477 | 0.0% | 0.16% | +0.6% | |
| IVV | ISHAREScore s&p500 etf | $223,000 | +1.4% | 1,184 | 0.0% | 0.16% | +3.9% |
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.