Lebenthal Wealth Advisors, LLC 13F Holdings

CIK 0001633884 · NEW YORK, NY

As of Jun 30, 2016, Lebenthal Wealth Advisors, LLC reported 75 positions worth $34.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES S&P 500 GROWTH ETFIVW—15,683 .8K5.38%
COMCAST CORPCMCSACommunication Services19,756 .3K3.79%
ISHARES RUSSELL 1000 GROWTH ETFIWF—12,758 .3K3.77%
VANGUARD DIVIDEND APPREC ETFVIG—13,443 .1K3.30%
PFIZER INCPFEHealthcare28,646 .0K2.97%
GE AEROSPACE——28,940$911.02.68%
WELLS FARGO & COMPANYWFCFinancial Services19,007$900.02.65%
JOHNSON & JOHNSONJNJHealthcare7,060$856.02.52%
VERIZON COMMUNICATIONS INCBACCommunication Services13,629$761.02.24%
APPLE INCAAPLTechnology7,710$737.02.17%
HOME DEPOT INCHDConsumer Cyclical5,261$672.01.98%
UNITEDHEALTH GROUP INCUNHHealthcare4,565$645.01.90%
NEXTERA ENERGY INCNEEUtilities4,741$618.01.82%
JPMORGAN CHASE & COJPMFinancial Services9,608$597.01.76%
BRISTOL MYERS SQUIBB COBMYHealthcare7,967$586.01.73%
EXXON MOBIL CORPXOMEnergy6,216$583.01.72%
VISA INC-CLASS A SHARESVFinancial Services7,648$567.01.67%
PROCTER & GAMBLE COPGConsumer Defensive6,664$564.01.66%
MICROSOFT CORPMSFTTechnology9,781$500.01.47%
UNITED TECHNOLOGIES CORPRTXIndustrials4,842$497.01.46%
AMAZON.COM INCAMZNEquity672$481.01.42%
ISHARES RUSSELL 1000 VALUE ETFIWD—4,604$475.01.40%
ISHARES RUSSELL MID-CAP GROWTH ETFIWP—4,808$450.01.33%
MERCK & CO INCMRKHealthcare7,543$435.01.28%
RTX CORPRTNIndustrials3,187$433.01.28%