$133 Million is the total value of VECTOR WEALTH MANAGEMENT, LLC's 102 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $640,000 | – | 6,203 | +100.0% | 0.48% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $522,000 | – | 5,005 | +100.0% | 0.39% | – |
| VIG | New | VANGUARD SPECIALIZED PORTFOLdiv app etf | $417,000 | – | 5,135 | +100.0% | 0.31% | – |
| KMI | New | KINDER MORGAN INC DEL | $396,000 | – | 9,360 | +100.0% | 0.30% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $377,000 | – | 3,552 | +100.0% | 0.28% | – |
| VNQ | New | VANGUARD INDEX FDSreit etf | $344,000 | – | 4,245 | +100.0% | 0.26% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $331,000 | – | 8,737 | +100.0% | 0.25% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $291,000 | – | 2,431 | +100.0% | 0.22% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $283,000 | – | 2,400 | +100.0% | 0.21% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $250,000 | – | 4,665 | +100.0% | 0.19% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $250,000 | – | 2,669 | +100.0% | 0.19% | – |
| HON | New | HONEYWELL INTL INC | $235,000 | – | 2,358 | +100.0% | 0.18% | – |
| CVS | New | CVS HEALTH CORP | $225,000 | – | 2,333 | +100.0% | 0.17% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $223,000 | – | 1,953 | +100.0% | 0.17% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $211,000 | – | 2,556 | +100.0% | 0.16% | – |
| SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $205,000 | – | 5,396 | +100.0% | 0.15% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $202,000 | – | 3,409 | +100.0% | 0.15% | – |
| WMT | New | WAL-MART STORES INC | $201,000 | – | 2,338 | +100.0% | 0.15% | – |
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.