Integrated Wealth Management 13F Holdings
CIK 0001640250 · PALM SPRINGS, CA
As of Mar 31, 2017, Integrated Wealth Management reported 268 positions worth $284.2K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 67,469 | $9.7K | 3.41% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 76,432 | $8.6K | 3.04% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 82,756 | $7.4K | 2.62% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 58,434 | $7.3K | 2.56% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 163,682 | $6.5K | 2.29% |
| EXXON MOBIL CORP | XOM | Energy | 77,002 | $6.3K | 2.22% |
| ALTRIA GROUP INC | MO | Equity | 83,839 | $6.0K | 2.11% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 49,145 | $5.3K | 1.86% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 133,181 | $5.2K | 1.84% |
| CHEVRON CORP | CHV | Energy | 46,350 | $5.0K | 1.75% |
| PowerShares QQQ Trust Unit Ser | — | — | 37,165 | $4.9K | 1.73% |
| COCA COLA CO | KO | Consumer Defensive | 101,609 | $4.3K | 1.52% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 49,030 | $4.2K | 1.49% |
| ISHARES CORE S&P 500 ETF | IVV | — | 17,649 | $4.2K | 1.47% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 47,492 | $4.2K | 1.47% |
| ISHARES PREFERRED & INCOME S | PFF | — | 103,657 | $4.0K | 1.41% |
| GE AEROSPACE | — | — | 131,814 | $3.9K | 1.38% |
| VANGUARD 500 INDEX FUND | VOO | — | 17,908 | $3.9K | 1.36% |
| VANGUARD WORLD FUND | MGK | — | 40,392 | $3.9K | 1.36% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 29,671 | $3.8K | 1.35% |
| SPDR S&P 500 ETF TRUST | SPY | — | 15,469 | $3.6K | 1.28% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 39,655 | $3.5K | 1.22% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 24,754 | $3.4K | 1.21% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 118,548 | $3.3K | 1.15% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 41,476 | $3.2K | 1.13% |