INTEGRATED WEALTH MANAGEMENT
Latest 13F filing data - Q1 2017
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GE | 132K | $3.93M |
 | EPD | 119K | $3.27M |
 | KO | 102K | $4.31M |
 | MO | 84K | $5.99M |
 | PG | 83K | $7.44M |
 | XOM | 77K | $6.32M |
 | PM | 76K | $8.63M |
 | INTC | 74K | $2.67M |
 | AAPL | 67K | $9.69M |
 | UNB | 63K | $2.69M |
 | JNJ | 58K | $7.28M |
 | VZ | 54K | $2.63M |
 | PFE | 52K | $1.77M |
 | UPS | 49K | $5.27M |
 | JPM | 47K | $4.17M |
 | AG | 47K | $378.00K |
 | CVX | 46K | $4.98M |
 | MSFT | 45K | $2.97M |
 | T | 44K | $1.84M |
 | MDLZ | 41K | $1.78M |
GE Aerospace
GE
Shares Held
132K
Value
$3.93M
Enterprise Products Partners L.P.
EPD
Shares Held
119K
Value
$3.27M
The Coca-Cola Company
KO
Shares Held
102K
Value
$4.31M
Altria Group, Inc.
MO
Shares Held
84K
Value
$5.99M
The Procter & Gamble Company
PG
Shares Held
83K
Value
$7.44M
Exxon Mobil Corporation
XOM
Shares Held
77K
Value
$6.32M
Philip Morris International Inc.
PM
Shares Held
76K
Value
$8.63M
Intel Corporation
INTC
Shares Held
74K
Value
$2.67M
Apple Inc.
AAPL
Shares Held
67K
Value
$9.69M
Union Bankshares, Inc.
UNB
Shares Held
63K
Value
$2.69M
Johnson & Johnson
JNJ
Shares Held
58K
Value
$7.28M
Verizon Communications Inc.
VZ
Shares Held
54K
Value
$2.63M
Pfizer Inc.
PFE
Shares Held
52K
Value
$1.77M
United Parcel Service, Inc.
UPS
Shares Held
49K
Value
$5.27M
JPMorgan Chase & Co.
JPM
Shares Held
47K
Value
$4.17M
First Majestic Silver Corp.
AG
Shares Held
47K
Value
$378.00K
Chevron Corporation
CVX
Shares Held
46K
Value
$4.98M
Microsoft Corporation
MSFT
Shares Held
45K
Value
$2.97M
AT&T Inc.
T
Shares Held
44K
Value
$1.84M
Mondelez International, Inc.
MDLZ
Shares Held
41K
Value
$1.78M