Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Barrington Strategic Wealth Management Group LLC (CIK 1483796) reported $198.3M across 105 reported positions in its SEC 13F filing for 2017-09-30. Largest positions: SPY ($17.9M, 9.04%), BSV ($15.5M, 7.83%), IEF ($8.9M, 4.47%), SHY ($8.0M, 4.03%), TIP ($7.3M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $17.9M | 9.04% | 71,360 | Trimmed |
| 2 | BSV | VANGUARD BD INDEX FD INC | $15.5M | 7.83% | 194,480 | Added |
| 3 | IEF | ISHARES TR | $8.9M | 4.47% | 83,193 | Added |
| 4 | SHY | ISHARES TR | $8.0M | 4.03% | 94,740 | Trimmed |
| 5 | TIP | ISHARES TR | $7.3M | 3.67% | 64,140 | Added |
| 6 | HEFA | ISHARES TR | $6.3M | 3.18% | 218,057 | Added |
| 7 | IEI | ISHARES TR | $6.1M | 3.09% | 49,666 | Added |
| 8 | SH | PROSHARES TR | $5.8M | 2.91% | 179,259 | Added |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | $5.7M | 2.90% | 17,597 | Trimmed |
| 10 | AAPL | APPLE INC | $5.1M | 2.56% | 32,907 | Trimmed |
| 11 | VYM | VANGUARD WHITEHALL FDS INC | $4.8M | 2.44% | 59,773 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.91% | 39,554 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $3.3M | 1.69% | 44,917 | Trimmed |
| 14 | TBF | PROSHARES TR | $3.3M | 1.65% | 146,202 | Trimmed |
| 15 | ACWI | ISHARES TR | $3.0M | 1.52% | 43,888 | Trimmed |
| 16 | NEE | NEXTERA ENERGY INC | $2.5M | 1.29% | 17,392 | Trimmed |
| 17 | DIS | DISNEY WALT CO | $2.5M | 1.25% | 25,157 | Trimmed |
| 18 | MA | MASTERCARD INCORPORATED | $2.3M | 1.16% | 16,338 | Trimmed |
| 19 | GE | GENERAL ELECTRIC CO | $2.2M | 1.12% | 91,480 | Trimmed |
| 20 | HD | HOME DEPOT INC | $2.2M | 1.10% | 13,294 | Trimmed |
| 21 | HUM | HUMANA INC | $2.2M | 1.09% | 8,853 | Trimmed |
| 22 | WFC | WELLS FARGO CO NEW | $2.2M | 1.09% | 39,053 | Trimmed |
| 23 | BK | BANK NEW YORK MELLON CORP | $2.1M | 1.07% | 39,973 | Trimmed |
| 24 | TLT | ISHARES TR | $2.1M | 1.04% | 16,553 | Trimmed |
| 25 | VOD | VODAFONE GROUP PLC NEW | $2.0M | 1.01% | 70,667 | Trimmed |
Source: SEC Form 13F filings · as of 2017-09-30