Integrated Wealth Management
Q1 2017 13F Holdings
- Locationpalm desert, CA
- Num holdings
268
- Value ($000)
$298,529
- Date Filed04/14/2017
- Form type13F-HR
- CIK0001640250
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2017 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $9.69M | 3 % | 67,469 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $8.63M | 3 % | 76,432 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $7.44M | 3 % | 82,756 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $7.28M | 2 % | 58,434 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $6.50M | 2 % | 163,682 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $6.32M | 2 % | 77,002 | ||
MO ALTRIA GROUP INC | COM | 02209S103 | $5.99M | 2 % | 83,839 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $5.27M | 2 % | 49,145 | ||
VEA VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $5.23M | 2 % | 133,181 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $4.98M | 2 % | 46,350 |
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