Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MNKD | Exit | MANNKIND CORP | $0 | – | -10,000 | -100.0% | -0.00% | – |
PMF | Exit | PIMCO MUNICIPAL INCOME FD | $0 | – | -10,865 | -100.0% | -0.11% | – |
PEP | Exit | PEPSICO INC | $0 | – | -1,955 | -100.0% | -0.14% | – |
GIS | Exit | GENERAL MLS INC | $0 | – | -3,343 | -100.0% | -0.14% | – |
DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,412 | -100.0% | -0.15% | – |
PFF | Exit | ISHARES TRu.s. pfd stk etf | $0 | – | -5,750 | -100.0% | -0.15% | – |
HRL | Exit | HORMEL FOODS CORP | $0 | – | -6,296 | -100.0% | -0.15% | – |
EMR | Exit | EMERSON ELEC CO | $0 | – | -3,965 | -100.0% | -0.16% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,459 | -100.0% | -0.16% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -3,085 | -100.0% | -0.17% | – |
ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -3,545 | -100.0% | -0.17% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,902 | -100.0% | -0.19% | – |
SUSA | Exit | ISHARES TRusa esg slct etf | $0 | – | -3,000 | -100.0% | -0.19% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,011 | -100.0% | -0.19% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -4,588 | -100.0% | -0.20% | – |
VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -7,962 | -100.0% | -0.20% | – |
USB | Exit | US BANCORP DEL | $0 | – | -5,967 | -100.0% | -0.22% | – |
CSCO | Exit | CISCO SYS INC | $0 | – | -10,152 | -100.0% | -0.22% | – |
IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,293 | -100.0% | -0.22% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -2,208 | -100.0% | -0.22% | – |
GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -419 | -100.0% | -0.23% | – |
TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -2,700 | -100.0% | -0.23% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -2,734 | -100.0% | -0.23% | – |
JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,883 | -100.0% | -0.24% | – |
FB | Exit | FACEBOOK INCcl a | $0 | – | -3,038 | -100.0% | -0.25% | – |
DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -4,771 | -100.0% | -0.25% | – |
CAT | Exit | CATERPILLAR INC DEL | $0 | – | -3,816 | -100.0% | -0.25% | – |
UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -3,208 | -100.0% | -0.26% | – |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -18,166 | -100.0% | -0.26% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -2,941 | -100.0% | -0.28% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -5,849 | -100.0% | -0.28% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | -9,851 | -100.0% | -0.28% | – |
VIG | Exit | VANGUARD SPECIALIZED PORTFOLdiv app etf | $0 | – | -4,775 | -100.0% | -0.29% | – |
INTC | Exit | INTEL CORP | $0 | – | -12,038 | -100.0% | -0.31% | – |
BSCJ | Exit | CLAYMORE EXCHANGE TRD FD TRgug bull2019 e | $0 | – | -20,770 | -100.0% | -0.31% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -8,439 | -100.0% | -0.32% | – |
EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -7,828 | -100.0% | -0.32% | – |
CVX | Exit | CHEVRON CORP NEW | $0 | – | -3,904 | -100.0% | -0.32% | – |
T | Exit | AT&T INC | $0 | – | -10,837 | -100.0% | -0.32% | – |
FDL | Exit | FIRST TR MORNINGSTAR DIV LEA | $0 | – | -17,623 | -100.0% | -0.34% | – |
STJ | Exit | ST JUDE MED INC | $0 | – | -6,135 | -100.0% | -0.34% | – |
MRK | Exit | MERCK & CO INC | $0 | – | -8,477 | -100.0% | -0.35% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -7,122 | -100.0% | -0.36% | – |
QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -4,461 | -100.0% | -0.37% | – |
SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -10,202 | -100.0% | -0.38% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -3,643 | -100.0% | -0.42% | – |
TGT | Exit | TARGET CORP | $0 | – | -8,414 | -100.0% | -0.43% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -5,894 | -100.0% | -0.48% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -6,164 | -100.0% | -0.50% | – |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -8,909 | -100.0% | -0.53% | – |
PFE | Exit | PFIZER INC | $0 | – | -23,166 | -100.0% | -0.53% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -4,751 | -100.0% | -0.53% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -4,748 | -100.0% | -0.54% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -14,235 | -100.0% | -0.54% | – |
CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -24,905 | -100.0% | -0.55% | – |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -25,029 | -100.0% | -0.56% | – |
IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -5,745 | -100.0% | -0.56% | – |
BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -11,283 | -100.0% | -0.63% | – |
WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -18,564 | -100.0% | -0.72% | – |
XOM | Exit | EXXON MOBIL CORP | $0 | – | -11,503 | -100.0% | -0.73% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -4,855 | -100.0% | -0.77% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -20,097 | -100.0% | -0.88% | – |
HON | Exit | HONEYWELL INTL INC | $0 | – | -11,576 | -100.0% | -0.94% | – |
LII | Exit | LENNOX INTL INC | $0 | – | -10,015 | -100.0% | -1.08% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -49,458 | -100.0% | -1.22% | – |
BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -23,213 | -100.0% | -1.32% | – |
BSCI | Exit | CLAYMORE EXCHANGE TRD FD TRgug bull2018 e | $0 | – | -107,737 | -100.0% | -1.60% | – |
BSCH | Exit | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2017 | $0 | – | -165,315 | -100.0% | -2.62% | – |
KYN | Exit | KAYNE ANDERSON MLP INVT CO | $0 | – | -210,485 | -100.0% | -2.89% | – |
MMM | Exit | 3M CO | $0 | – | -23,349 | -100.0% | -2.93% | – |
VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -43,077 | -100.0% | -2.94% | – |
AAPL | Exit | APPLE INC | $0 | – | -37,971 | -100.0% | -3.09% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -41,934 | -100.0% | -3.28% | – |
VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -133,985 | -100.0% | -4.16% | – |
SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -122,846 | -100.0% | -4.67% | – |
FEI | Exit | FIRST TR MLP & ENERGY INCOME | $0 | – | -476,591 | -100.0% | -5.40% | – |
AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -389,682 | -100.0% | -8.65% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -347,625 | -100.0% | -8.73% | – |
SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -493,780 | -100.0% | -9.59% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -91,125 | -100.0% | -14.30% | – |
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.