$223 Million is the total value of Guidant Wealth Advisors's 191 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MS | New | MORGAN STANLEY | $132,000 | – | 2,500 | +100.0% | 0.06% | – |
| DFS | New | DISCOVER FINANCIAL | $96,000 | – | 1,250 | +100.0% | 0.04% | – |
| PSCH | New | POWERSHARES S&Petf | $79,000 | – | 1,327 | +100.0% | 0.04% | – |
| KTF | New | DEUTSCHE MUNICIPALetf | $71,000 | – | 6,000 | +100.0% | 0.03% | – |
| UNH | New | UNITEDHEALTH GROUP | $22,000 | – | 100 | +100.0% | 0.01% | – |
| EOG | New | EOG RESOURCES | $22,000 | – | 200 | +100.0% | 0.01% | – |
| WCG | New | WELLCARE HEALTHPLANS | $20,000 | – | 100 | +100.0% | 0.01% | – |
| AXP | New | AMERICAN EXPRESS | $20,000 | – | 200 | +100.0% | 0.01% | – |
| EMR | New | EMERSON ELECTRIC | $21,000 | – | 300 | +100.0% | 0.01% | – |
| TILT | New | FLEXSHARES MORNINGSTARetf | $17,000 | – | 150 | +100.0% | 0.01% | – |
| NIM | New | NUVEEN SELECTetf | $15,000 | – | 1,498 | +100.0% | 0.01% | – |
| MON | New | MONSANTO COMPANY | $11,000 | – | 100 | +100.0% | 0.01% | – |
| V | New | VISA INC | $11,000 | – | 100 | +100.0% | 0.01% | – |
| GRUB | New | GRUBHUB INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
| HI | New | HILLENBRAND INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| F | New | FORD MOTOR | $4,000 | – | 342 | +100.0% | 0.00% | – |
| CUK | New | CARNIVAL PLC | $3,000 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX MANAGED INTL FD | 13 | Q3 2019 | 11.2% |
| VANGUARD INTL EQUITY INDEX F | 13 | Q3 2019 | 10.7% |
| ZIMMER BIOMET | 13 | Q3 2019 | 8.0% |
| VANGUARD EMERGING | 13 | Q3 2019 | 6.1% |
| VANGUARD INDEX FDS | 13 | Q3 2019 | 6.6% |
| SCHWAB US | 13 | Q3 2019 | 6.5% |
| ISHARES TR | 13 | Q3 2019 | 4.8% |
| VANGUARD S&P | 13 | Q3 2019 | 5.9% |
| VANGUARD SMALL | 13 | Q3 2019 | 5.7% |
| VANGUARD MID | 13 | Q3 2019 | 5.6% |
View Guidant Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-10-16 |
| 13F-HR | 2019-07-18 |
| 13F-HR | 2019-04-18 |
| 13F-HR | 2019-01-18 |
| 13F-HR | 2018-10-09 |
| 13F-HR/A | 2018-07-12 |
| 13F-HR | 2018-07-11 |
| 13F-HR/A | 2018-04-18 |
| 13F-HR | 2018-04-18 |
| 13F-HR | 2018-01-18 |
View Guidant Wealth Advisors'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.