Independent Portfolio Consultants, Inc. 13F Holdings
CIK 0001328450 · BOCA RATON, FL
As of Jun 30, 2017, Independent Portfolio Consultants, Inc. reported 785 positions worth
CIK 0001328450 · BOCA RATON, FL
As of Jun 30, 2017, Independent Portfolio Consultants, Inc. reported 785 positions worth
85.1K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 37,545 | $5.4K | 2.92% |
| AMAZON.COM INC | AMZN | Equity | 4,550 | $4.4K | 2.38% |
| META PLATFORMS INC | META | Communication Services | 22,983 | $3.5K | 1.87% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 36,229 | $3.3K | 1.79% |
| CITIGROUP INC | C | Financial Services | 47,749 | $3.2K | 1.73% |
| LENNAR CORP | LEN | Consumer Cyclical | 57,374 | $3.1K | 1.65% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 13,413 | $3.0K | 1.61% |
| BANK OF AMERICA CORP | BAC | Financial Services | 120,829 | $2.9K | 1.58% |
| POLARIS INC | PII | Consumer Cyclical | 29,883 | $2.8K | 1.49% |
| ALPHABET INC | GOOGL | Equity | 2,883 | $2.7K | 1.45% |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | GVI | — | 19,878 | $2.2K | 1.19% |
| AMGEN INC | AMGN | Healthcare | 10,821 | .9K | 1.01% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,529 | .8K | 0.98% |
| AFFILIATED MANAGERS GROUP INC | AMG | Financial Services | 10,694 | .8K | 0.96% |
| MORGAN STANLEY | MS | Financial Services | 38,784 | .7K | 0.93% |
| ROYAL DUTCH SHELL PLC | RDS.B | Energy | 31,620 | .7K | 0.93% |
| PROSHARES TR | PSQ | — | 42,142 | .7K | 0.92% |
| ALPHABET INC | GOOG | Equity | 1,818 | .7K | 0.89% |
| SOMNIGROUP INTERNATIONAL INC | SGI | Consumer Cyclical | 30,021 | .6K | 0.87% |
| AMERICAN TOWER CORP | AMT | Real Estate | 11,687 | .5K | 0.84% |
| GE AEROSPACE | — | — | 56,452 | .5K | 0.82% |
| UNITED TECHNOLOGIES CORP | RTX | Industrials | 12,051 | .5K | 0.80% |
| ISHARES MSCI TAIWAN ETF | EWT | — | 40,647 | .5K | 0.79% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | BR | Technology | 19,245 | .5K | 0.79% |
| ALLERGAN PLC | — | — | 5,961 | .4K | 0.78% |