INTEGRATED WEALTH MANAGEMENT
Latest 13F filing data - Q1 2017
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMGN | 4K | $617.00K |
 | NKE | 4K | $204.00K |
 | MDT | 3K | $279.00K |
 | NVS | 3K | $237.00K |
 | AXP | 3K | $241.00K |
 | MMM | 3K | $563.00K |
 | UNP | 3K | $310.00K |
 | AMT | 3K | $351.00K |
 | EIX | 3K | $227.00K |
 | GPC | 3K | $242.00K |
 | TSLA | 3K | $727.00K |
 | CB | 2K | $340.00K |
 | NSC | 2K | $267.00K |
 | CHTR | 2K | $747.00K |
 | ACN | 2K | $246.00K |
 | GOOGL | 2K | $1.40M |
 | NFLX | 2K | $228.00K |
 | TMO | 2K | $236.00K |
 | UNH | 1K | $225.00K |
 | GOOG | 1K | $1.09M |
Amgen Inc.
AMGN
Shares Held
4K
Value
$617.00K
NIKE, Inc.
NKE
Shares Held
4K
Value
$204.00K
Medtronic plc
MDT
Shares Held
3K
Value
$279.00K
Novartis AG
NVS
Shares Held
3K
Value
$237.00K
American Express Company
AXP
Shares Held
3K
Value
$241.00K
3M Company
MMM
Shares Held
3K
Value
$563.00K
Union Pacific Corporation
UNP
Shares Held
3K
Value
$310.00K
American Tower Corporation
AMT
Shares Held
3K
Value
$351.00K
Edison International
EIX
Shares Held
3K
Value
$227.00K
Genuine Parts Company
GPC
Shares Held
3K
Value
$242.00K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$727.00K
Chubb Limited
CB
Shares Held
2K
Value
$340.00K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$267.00K
Charter Communications, Inc.
CHTR
Shares Held
2K
Value
$747.00K
Accenture plc
ACN
Shares Held
2K
Value
$246.00K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$1.40M
Netflix, Inc.
NFLX
Shares Held
2K
Value
$228.00K
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$236.00K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$225.00K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$1.09M