Integrated Wealth Management
13F Portfolio Filings
- Most recent 13FQ1 2017
- Locationpalm desert, CA
- CIK0001640250
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
268 | $298.53M | AAPL, PM, PG, JNJ | 13F-HR | Apr 14, 2017 | 000108514617000972 | ||
245 | $268.26M | AAPL, PM, PG, XOM | 13F-HR | Jan 6, 2017 | 000108514617000034 | ||
1,305 | $279.23M | AAPL, PM, PG, JNJ | 13F-HR | Oct 21, 2016 | 000164025016000012 | ||
1,440 | $258.84M | PM, XOM, PG, JNJ | 13F-HR | Aug 1, 2016 | 000164025016000011 | ||
1,280 | $237.22M | PM, AAPL, PG, XOM | 13F-HR | Apr 22, 2016 | 000164025016000008 | ||
1,397 | $232.21M | AAPL, PM, PG, XOM | 13F-HR | Jan 25, 2016 | 000164025016000007 | ||
1,401 | $228.41M | BND, AAPL, PM, PG | 13F-HR | Oct 13, 2015 | 000164025015000006 | ||
1,416 | $257.80M | BND, XOM, AAPL, CHV | 13F-HR | Jul 17, 2015 | 000164025015000005 | ||
1,443 | $239.56M | XOM, BND, AAPL, CHV | 13F-HR | Apr 27, 2015 | 000164025015000004 |