INTEGRATED WEALTH MANAGEMENT
Latest 13F filing data - Q1 2017
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 41K | $963.00K |
 | FSM | 38K | $199.00K |
 | ABT | 32K | $1.44M |
 | SBUX | 31K | $1.83M |
 | MRK | 31K | $1.97M |
 | WMT | 30K | $2.17M |
 | STX | 30K | $1.38M |
 | MCD | 30K | $3.85M |
 | F | 29K | $338.00K |
 | ABBV | 29K | $1.87M |
 | GNL | 27K | $649.00K |
 | PEP | 24K | $2.71M |
 | K | 24K | $1.73M |
 | WFC | 20K | $1.12M |
 | EXK | 20K | $64.00K |
 | CSCO | 20K | $663.00K |
 | SO | 19K | $960.00K |
 | ENB | 19K | $774.00K |
 | KMI | 18K | $391.00K |
 | DIS | 15K | $1.70M |
Bank of America Corporation
BAC
Shares Held
41K
Value
$963.00K
Fortuna Mining Corp.
FSM
Shares Held
38K
Value
$199.00K
Abbott Laboratories
ABT
Shares Held
32K
Value
$1.44M
Starbucks Corporation
SBUX
Shares Held
31K
Value
$1.83M
Merck & Co., Inc.
MRK
Shares Held
31K
Value
$1.97M
Walmart Inc.
WMT
Shares Held
30K
Value
$2.17M
Seagate Technology Holdings plc
STX
Shares Held
30K
Value
$1.38M
McDonald's Corporation
MCD
Shares Held
30K
Value
$3.85M
Ford Motor Company
F
Shares Held
29K
Value
$338.00K
AbbVie Inc.
ABBV
Shares Held
29K
Value
$1.87M
Global Net Lease, Inc.
GNL
Shares Held
27K
Value
$649.00K
PepsiCo, Inc.
PEP
Shares Held
24K
Value
$2.71M
Kellanova
K
Shares Held
24K
Value
$1.73M
Wells Fargo & Company
WFC
Shares Held
20K
Value
$1.12M
Endeavour Silver Corp.
EXK
Shares Held
20K
Value
$64.00K
Cisco Systems, Inc.
CSCO
Shares Held
20K
Value
$663.00K
The Southern Company
SO
Shares Held
19K
Value
$960.00K
Enbridge Inc.
ENB
Shares Held
19K
Value
$774.00K
Kinder Morgan, Inc.
KMI
Shares Held
18K
Value
$391.00K
The Walt Disney Company
DIS
Shares Held
15K
Value
$1.70M