$123 Million is the total value of VECTOR WEALTH MANAGEMENT, LLC's 110 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | New | MEDTRONIC PLC | $1,716,000 | – | 22,005 | +100.0% | 1.39% | – |
| BSCH | New | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2017 | $392,000 | – | 17,165 | +100.0% | 0.32% | – |
| BSCG | New | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2016 | $362,000 | – | 16,270 | +100.0% | 0.29% | – |
| DD | New | DU PONT E I DE NEMOURS & CO | $341,000 | – | 4,770 | +100.0% | 0.28% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $293,000 | – | 2,185 | +100.0% | 0.24% | – |
| GOOG | New | GOOGLE INCcl c | $216,000 | – | 393 | +100.0% | 0.18% | – |
| PBRA | New | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $63,000 | – | 10,310 | +100.0% | 0.05% | – |
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.