INTEGRATED WEALTH MANAGEMENT
Latest 13F filing data - Q1 2017
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VOD | 9K | $226.00K |
 | LOW | 9K | $703.00K |
 | PAA | 8K | $265.00K |
 | ORCL | 8K | $370.00K |
 | WY | 8K | $279.00K |
 | DUK | 8K | $665.00K |
 | EQT | 8K | $495.00K |
 | VTR | 8K | $524.00K |
 | CL | 8K | $587.00K |
 | COP | 8K | $399.00K |
 | LNT | 7K | $292.00K |
 | SYY | 7K | $370.00K |
 | WELL | 7K | $498.00K |
 | CMCSA | 7K | $259.00K |
 | SLB | 7K | $528.00K |
 | PEG | 7K | $292.00K |
 | D | 6K | $490.00K |
 | UFCS | 6K | $267.00K |
 | QCOM | 6K | $330.00K |
 | BA | 6K | $977.00K |
Vodafone Group Public Limited Company
VOD
Shares Held
9K
Value
$226.00K
Lowe's Companies, Inc.
LOW
Shares Held
9K
Value
$703.00K
Plains All American Pipeline, L.P.
PAA
Shares Held
8K
Value
$265.00K
Oracle Corporation
ORCL
Shares Held
8K
Value
$370.00K
Weyerhaeuser Company
WY
Shares Held
8K
Value
$279.00K
Duke Energy Corporation
DUK
Shares Held
8K
Value
$665.00K
EQT Corporation
EQT
Shares Held
8K
Value
$495.00K
Ventas, Inc.
VTR
Shares Held
8K
Value
$524.00K
Colgate-Palmolive Company
CL
Shares Held
8K
Value
$587.00K
ConocoPhillips
COP
Shares Held
8K
Value
$399.00K
Alliant Energy Corporation
LNT
Shares Held
7K
Value
$292.00K
Sysco Corporation
SYY
Shares Held
7K
Value
$370.00K
Welltower Inc.
WELL
Shares Held
7K
Value
$498.00K
Comcast Corporation
CMCSA
Shares Held
7K
Value
$259.00K
SLB N.V.
SLB
Shares Held
7K
Value
$528.00K
Public Service Enterprise Group Incorporated
PEG
Shares Held
7K
Value
$292.00K
Dominion Energy, Inc.
D
Shares Held
6K
Value
$490.00K
United Fire Group, Inc.
UFCS
Shares Held
6K
Value
$267.00K
QUALCOMM Incorporated
QCOM
Shares Held
6K
Value
$330.00K
The Boeing Company
BA
Shares Held
6K
Value
$977.00K