Lebenthal Wealth Advisors, LLC
Q2 2016 13F Holdings
- Locationnew york, NY
- Num holdings
75
- Value ($000)
$33,954
- Date Filed08/11/2016
- Form type13F-HR
- CIK0001633884
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2016 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $1.83M | 5 % | 15,683 | ||
CMCSA COMCAST CORP NEW | CL A | 20030N101 | $1.29M | 4 % | 19,756 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $1.28M | 4 % | 12,758 | ||
VIG VANGUARD SPECIALIZED PORTFOL | DIV APP ETF | 921908844 | $1.12M | 3 % | 13,443 | ||
PFE PFIZER INC | COM | 717081103 | $1.01M | 3 % | 28,646 | ||
GE GENERAL ELECTRIC CO | COM | 369604103 | $911.00K | 3 % | 28,940 | ||
WFC WELLS FARGO & CO NEW | COM | 949746101 | $900.00K | 3 % | 19,007 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $856.00K | 3 % | 7,060 | ||
BAC VERIZON COMMUNICATIONS INC | COM | 92343V104 | $761.00K | 2 % | 13,629 | ||
AAPL APPLE INC | COM | 037833100 | $737.00K | 2 % | 7,710 |
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