Independent Portfolio Consultants, Inc. 13F Holdings · last filed Q2 2017
Independent Portfolio Consultants, Inc. reported 784 securities worth $241.07M in its SEC 13F filing for Q2 2017 (period ended 2017-06-30). Top holdings: AAPL (2.24%), AMZN (1.83%), META (1.44%). Among its top 25 positions this quarter: 1 new, 9 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $5.4M | 2.24% | 37,545 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $4.4M | 1.83% | 4,550 | Trimmed |
| 3 | META | FACEBOOK INC | $3.5M | 1.44% | 22,983 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $3.3M | 1.37% | 36,229 | Added |
| 5 | C | CITIGROUP INC | $3.2M | 1.32% | 47,749 | Added |
| 6 | LEN | LENNAR CORP | $3.1M | 1.27% | 57,374 | Added |
| 7 | GS | GOLDMAN SACHS GROUP | $3.0M | 1.23% | 13,413 | Added |
| 8 | BAC | BANK OF AMERICA CORP | $2.9M | 1.22% | 120,829 | Added |
| 9 | PII | POLARIS INDS INC | $2.8M | 1.14% | 29,883 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $2.7M | 1.11% | 2,883 | Trimmed |
| 11 | GVI | ISHARES | $2.2M | 0.91% | 19,878 | Trimmed |
| 12 | AMGN | AMGEN INC | $1.9M | 0.77% | 10,821 | Trimmed |
| 13 | SPY | SPDR S&P 500 ETF TR | $1.8M | 0.76% | 7,529 | Trimmed |
| 14 | AMG | AFFILIATED MANAGE GR | $1.8M | 0.74% | 10,694 | Added |
| 15 | MS | MORGAN STANLEY | $1.7M | 0.72% | 38,784 | Added |
| 16 | PSQ | PROSHARES TR ETF | $1.7M | 0.71% | 42,142 | New |
| 17 | RDS.B | ROYAL DUTCH SHELL | $1.7M | 0.71% | 31,620 | Trimmed |
| 18 | GOOG | ALPHABET INC | $1.7M | 0.69% | 1,818 | Trimmed |
| 19 | SGI | TEMPUR SEALY INTL | $1.6M | 0.66% | 30,021 | Trimmed |
| 20 | AMT | AMERICAN TOWER CORP | $1.5M | 0.64% | 11,687 | Trimmed |
| 21 | GE | GENERAL ELECTRIC CO | $1.5M | 0.63% | 56,452 | Added |
| 22 | RTX | UNITED TECHNOLOGIES | $1.5M | 0.61% | 12,051 | Trimmed |
| 23 | AGN | ALLERGAN PLC | $1.4M | 0.60% | 5,961 | Added |
| 24 | BR | BROADRIDGE FINL SOLN | $1.5M | 0.60% | 19,245 | Trimmed |
| 25 | EWT | ISHARES INC | $1.5M | 0.60% | 40,647 | Trimmed |
Source: SEC Form 13F filings · as of 2017-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR