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.
VECTOR WEALTH MANAGEMENT, LLC (CIK 1686409) reported $142.5M across 80 reported positions in its SEC 13F filing for 2016-12-31. Largest positions: SPY ($20.4M, 14.30%), SCHF ($13.7M, 9.59%), VWO ($12.4M, 8.73%), AMJ ($12.3M, 8.65%), FEI ($7.7M, 5.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $20.4M | 14.30% | 91,125 | Trimmed |
| 2 | SCHF | SCHWAB STRATEGIC TR | $13.7M | 9.59% | 493,780 | Trimmed |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $12.4M | 8.73% | 347,625 | Trimmed |
| 4 | AMJ | JPMORGAN CHASE & CO | $12.3M | 8.65% | 389,682 | Trimmed |
| 5 | FEI | FIRST TR MLP & ENERGY INCOME | $7.7M | 5.40% | 476,591 | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $6.7M | 4.67% | 122,846 | Added |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $5.9M | 4.15% | 133,985 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $4.7M | 3.28% | 41,934 | Trimmed |
| 9 | AAPL | APPLE INC | $4.4M | 3.09% | 37,971 | Trimmed |
| 10 | VOE | VANGUARD INDEX FDS | $4.2M | 2.94% | 43,077 | Trimmed |
| 11 | MMM | 3M CO | $4.2M | 2.93% | 23,349 | Trimmed |
| 12 | KYN | KAYNE ANDERSON MLP INVT CO | $4.1M | 2.89% | 210,485 | Trimmed |
| 13 | BSCH | CLAYMORE EXCHANGE TRD FD TR | $3.7M | 2.62% | 165,315 | Added |
| 14 | BSCI | CLAYMORE EXCHANGE TRD FD TR | $2.3M | 1.60% | 107,737 | Trimmed |
| 15 | BND | VANGUARD BD INDEX FD INC | $1.9M | 1.32% | 23,213 | Added |
| 16 | EEM | ISHARES TR | $1.7M | 1.22% | 49,458 | Added |
| 17 | LII | LENNOX INTL INC | $1.5M | 1.08% | 10,015 | Added |
| 18 | HON | HONEYWELL INTL INC | $1.3M | 0.94% | 11,576 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $1.2M | 0.88% | 20,097 | Added |
| 20 | IVV | ISHARES TR | $1.1M | 0.77% | 4,855 | Added |
| 21 | XOM | EXXON MOBIL CORP | $1.0M | 0.73% | 11,503 | Trimmed |
| 22 | WFC | WELLS FARGO & CO NEW | $1.0M | 0.72% | 18,564 | Trimmed |
| 23 | BSV | VANGUARD BD INDEX FD INC | $896,000 | 0.63% | 11,283 | New |
| 24 | GE | GENERAL ELECTRIC CO | $791,000 | 0.56% | 25,029 | Added |
| 25 | IJS | ISHARES TR | $804,000 | 0.56% | 5,745 | Hold |
Source: SEC Form 13F filings · as of 2016-12-31