$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 104.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESRX | Exit | EXPRESS SCRIPTS | $0 | – | 0 | +100.0% | 0.00% | – |
| IGSB | Exit | ISHARES 1-3etf | $0 | – | -50 | -100.0% | -0.00% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -126 | -100.0% | -0.01% | – |
| ADP | Exit | AUTOMATIC DATA | $0 | – | -117 | -100.0% | -0.01% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -79 | -100.0% | -0.01% | – |
| HAS | Exit | HASBRO INC | $0 | – | -169 | -100.0% | -0.01% | – |
| PNC | Exit | PNC FINANCIAL | $0 | – | -132 | -100.0% | -0.01% | – |
| MXIM | Exit | MAXIM INTEGRATED | $0 | – | -350 | -100.0% | -0.01% | – |
| PSCT | Exit | POWERSHARES S&Petf | $0 | – | -213 | -100.0% | -0.01% | – |
| FAST | Exit | FASTENAL COMPANY | $0 | – | -379 | -100.0% | -0.01% | – |
| VTR | Exit | VENTAS INC | $0 | – | -277 | -100.0% | -0.01% | – |
| XLU | Exit | SELECT UTILITIESetf | $0 | – | -380 | -100.0% | -0.01% | – |
| MHI | Exit | PIONEER MUNICIPALetf | $0 | – | -1,755 | -100.0% | -0.02% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -379 | -100.0% | -0.02% | – |
| APD | Exit | AIR PRODUCTS | $0 | – | -158 | -100.0% | -0.02% | – |
| WEC | Exit | WEC ENERGY | $0 | – | -375 | -100.0% | -0.02% | – |
| CCI | Exit | CROWN CASTLE | $0 | – | -237 | -100.0% | -0.02% | – |
| NMZ | Exit | NUVEEN MUNICIPALetf | $0 | – | -2,090 | -100.0% | -0.02% | – |
| DVY | Exit | ISHARES SELECTetf | $0 | – | -336 | -100.0% | -0.02% | – |
| BBT | Exit | BB&T CORP | $0 | – | -697 | -100.0% | -0.02% | – |
| TXN | Exit | TEXAS INSTRUMENTS | $0 | – | -364 | -100.0% | -0.02% | – |
| JPM | Exit | JPMORGAN CHASE | $0 | – | -374 | -100.0% | -0.03% | – |
| GUNR | Exit | FLEXSHARES MORNINGSTARetf | $0 | – | -1,230 | -100.0% | -0.03% | – |
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.