Placemark Investments, Inc. 13F Holdings · last filed Q4 2014
Placemark Investments, Inc. reported 1,616 securities worth $5.66B in its SEC 13F filing for Q4 2014 (period ended 2014-12-31). Top holdings: AAPL (1.11%), MSFT (1.04%), IVV (1.00%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $62.6M | 1.11% | 567,580 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $59.0M | 1.04% | 1.3M | Added |
| 3 | IVV | ISHARES TR | $56.4M | 1.00% | 272,493 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $55.2M | 0.98% | 528,025 | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $53.1M | 0.94% | 848,013 | Trimmed |
| 6 | ESRX | EXPRESS SCRIPTS HLDG CO | $46.5M | 0.82% | 549,237 | Added |
| 7 | IWM | ISHARES TR | $45.2M | 0.80% | 377,821 | Trimmed |
| 8 | XLP | SELECT SECTOR SPDR TR | $43.9M | 0.78% | 905,879 | Added |
| 9 | IYW | ISHARES TR | $42.9M | 0.76% | 410,709 | Added |
| 10 | IYF | ISHARES TR | $41.6M | 0.74% | 461,387 | Added |
| 11 | SPY | SPDR S&P 500 ETF TR | $42.0M | 0.74% | 204,375 | Added |
| 12 | XLY | SELECT SECTOR SPDR TR | $41.5M | 0.73% | 574,838 | Added |
| 13 | QCOM | QUALCOMM INC | $40.6M | 0.72% | 545,957 | Trimmed |
| 14 | IDU | ISHARES TR | $40.4M | 0.71% | 341,265 | Added |
| 15 | IJH | ISHARES TR | $40.1M | 0.71% | 277,198 | Trimmed |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $39.9M | 0.70% | 265,413 | Added |
| 17 | IEF | ISHARES TR | $39.4M | 0.70% | 371,855 | Added |
| 18 | INTC | INTEL CORP | $38.6M | 0.68% | 1.1M | Added |
| 19 | TLT | ISHARES TR | $37.3M | 0.66% | 296,055 | Added |
| 20 | V | VISA INC | $35.5M | 0.63% | 135,574 | Added |
| 21 | WFC | WELLS FARGO & CO NEW | $35.3M | 0.62% | 643,077 | Trimmed |
| 22 | MRK | MERCK & CO INC NEW | $34.0M | 0.60% | 597,805 | Added |
| 23 | AGG | ISHARES TR | $31.1M | 0.55% | 282,771 | Added |
| 24 | SLB | SCHLUMBERGER LTD | $30.7M | 0.54% | 359,729 | Added |
| 25 | GE | GENERAL ELECTRIC CO | $29.3M | 0.52% | 1.2M | Added |
Source: SEC Form 13F filings · as of 2014-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR