INTEGRATED WEALTH MANAGEMENT
Latest 13F filing data - Q1 2017
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KHC | 15K | $1.33M |
 | META | 13K | $1.85M |
 | BMY | 13K | $702.00K |
 | O | 13K | $755.00K |
 | ADP | 12K | $1.27M |
 | SPGI | 12K | $1.61M |
 | PLUG | 12K | $17.00K |
 | IBM | 12K | $2.03M |
 | PSX | 11K | $857.00K |
 | BRK-B | 11K | $1.80M |
 | HPQ | 11K | $190.00K |
 | TMUS | 10K | $675.00K |
 | NOK | 10K | $55.00K |
 | DOC | 10K | $199.00K |
 | PPL | 10K | $374.00K |
 | V | 10K | $872.00K |
 | USB | 10K | $503.00K |
 | AEP | 10K | $650.00K |
 | GIS | 9K | $519.00K |
 | HPE | 9K | $206.00K |
The Kraft Heinz Company
KHC
Shares Held
15K
Value
$1.33M
Meta Platforms, Inc.
META
Shares Held
13K
Value
$1.85M
Bristol-Myers Squibb Company
BMY
Shares Held
13K
Value
$702.00K
Realty Income Corporation
O
Shares Held
13K
Value
$755.00K
Automatic Data Processing, Inc.
ADP
Shares Held
12K
Value
$1.27M
S&P Global Inc.
SPGI
Shares Held
12K
Value
$1.61M
Plug Power Inc.
PLUG
Shares Held
12K
Value
$17.00K
International Business Machines Corporation
IBM
Shares Held
12K
Value
$2.03M
Phillips 66
PSX
Shares Held
11K
Value
$857.00K
Berkshire Hathaway Inc.
BRK-B
Shares Held
11K
Value
$1.80M
HP Inc.
HPQ
Shares Held
11K
Value
$190.00K
T-Mobile US, Inc.
TMUS
Shares Held
10K
Value
$675.00K
Nokia Oyj
NOK
Shares Held
10K
Value
$55.00K
Healthpeak Properties, Inc.
DOC
Shares Held
10K
Value
$199.00K
PPL Corporation
PPL
Shares Held
10K
Value
$374.00K
Visa Inc.
V
Shares Held
10K
Value
$872.00K
U.S. Bancorp
USB
Shares Held
10K
Value
$503.00K
American Electric Power Company, Inc.
AEP
Shares Held
10K
Value
$650.00K
General Mills, Inc.
GIS
Shares Held
9K
Value
$519.00K
Hewlett Packard Enterprise Company
HPE
Shares Held
9K
Value
$206.00K