$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WMT | Exit | WAL-MART STORES INC | $0 | – | -2,338 | -100.0% | -0.15% | – |
IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -2,669 | -100.0% | -0.19% | – |
MDT | Exit | MEDTRONIC INC | $0 | – | -12,856 | -100.0% | -0.70% | – |
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.