Placemark Investments, Inc. 13F Holdings
CIK 0001315726 · ADDISON, TX
As of Dec 31, 2014, Placemark Investments, Inc. reported 1,619 positions worth $3.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 567,580 | $62.7K | 1.82% |
| MICROSOFT CORP | MSFT | Technology | 1,270,205 | $59.0K | 1.71% |
| ISHARES CORE S&P 500 ETF | IVV | — | 272,493 | $56.4K | 1.64% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 528,025 | $55.2K | 1.60% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 848,013 | $53.1K | 1.54% |
| EXPRESS SCRIPTS HLDG CO | ESRX | Healthcare | 549,237 | $46.5K | 1.35% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 377,821 | $45.2K | 1.31% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 905,879 | $43.9K | 1.27% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 410,709 | $42.9K | 1.24% |
| SPDR S&P 500 ETF TRUST | SPY | — | 204,375 | $42.0K | 1.22% |
| ISHARES US FINANCIALS ETF | IYF | — | 461,387 | $41.6K | 1.21% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 574,838 | $41.5K | 1.20% |
| QUALCOMM INC | QCOM | Technology | 545,957 | $40.6K | 1.18% |
| ISHARES US UTILITIES ETF | IDU | — | 341,265 | $40.4K | 1.17% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 277,198 | $40.1K | 1.16% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 265,413 | $39.9K | 1.16% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 371,855 | $39.4K | 1.14% |
| INTEL CORP | INTC | Technology | 1,063,294 | $38.6K | 1.12% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 296,055 | $37.3K | 1.08% |
| VISA INC-CLASS A SHARES | V | Financial Services | 135,574 | $35.5K | 1.03% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 643,077 | $35.3K | 1.02% |
| MERCK & CO INC | MRK | Healthcare | 597,805 | $34.0K | 0.98% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 282,771 | $31.1K | 0.90% |
| SLB LIMITED | SLB | Equity | 359,729 | $30.7K | 0.89% |
| GE AEROSPACE | — | — | 1,159,204 | $29.3K | 0.85% |