Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of Sept. 30, 2018

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 37 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 3000 Index (IWV) 12.2 $20M 115k 172.30
iShares S&P 500 Index (IVV) 9.6 $16M 54k 292.73
Vanguard Small-Cap Growth ETF (VBK) 8.4 $14M 74k 187.33
Consumer Discretionary SPDR (XLY) 7.0 $12M 98k 117.22
Vanguard Dividend Appreciation ETF (VIG) 6.9 $11M 102k 110.70
iShares Lehman Aggregate Bond (AGG) 6.5 $11M 100k 105.52
First Trust Mult Cap Grwth Alp Fnd (FAD) 6.3 $10M 135k 76.92
First Trust Cloud Computing Et (SKYY) 5.9 $9.6M 170k 56.72
Ishares Tr cmn (STIP) 5.6 $9.2M 93k 98.78
Vanguard Total Stock Market ETF (VTI) 5.6 $9.1M 61k 149.65
iShares Russell 1000 Index (IWB) 5.2 $8.5M 53k 161.71
Invesco S&p Smallcap Consumer Staples Portfolio etf (PSCC) 3.7 $6.0M 72k 83.58
SPDR S&P Biotech (XBI) 3.2 $5.2M 54k 95.87
Vanguard Health Care ETF (VHT) 2.6 $4.2M 23k 180.40
Ishares Tr 0-5yr hi yl cp (SHYG) 1.6 $2.7M 57k 47.09
Quest Diagnostics Incorporated (DGX) 1.1 $1.8M 17k 107.88
Spdr Series Trust dj ttl mkt etf (SPTM) 1.0 $1.6M 45k 36.21
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.9 $1.4M 14k 104.71
SPDR Barclays Capital Aggregate Bo (SPAB) 0.9 $1.4M 51k 27.71
Eli Lilly & Co. (LLY) 0.8 $1.4M 13k 107.35
SPDR DJ Wilshire Large Cap (SPLG) 0.5 $884k 26k 34.07
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.5 $874k 26k 33.32
Merck & Co (MRK) 0.5 $753k 11k 70.90
Exxon Mobil Corporation (XOM) 0.5 $740k 8.7k 85.00
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.4 $697k 29k 24.27
Spdr Ser Tr msci usa qual (QUS) 0.4 $700k 8.4k 83.53
Apple (AAPL) 0.4 $685k 3.0k 225.92
Invesco S&p Smallcap Low Volatility Etf (XSLV) 0.3 $476k 9.6k 49.41
JPMorgan Chase & Co. (JPM) 0.3 $420k 3.7k 112.75
Technology SPDR (XLK) 0.2 $290k 3.9k 75.23
Berkshire Hathaway (BRK.B) 0.2 $286k 1.3k 213.91
Industrial SPDR (XLI) 0.2 $281k 3.6k 78.47
Financial Select Sector SPDR (XLF) 0.2 $274k 9.9k 27.57
Johnson & Johnson (JNJ) 0.2 $262k 1.9k 138.04
Amazon (AMZN) 0.2 $266k 133.00 2000.00
First Trust Amex Biotech Index Fnd (FBT) 0.1 $250k 1.6k 158.23
At&t (T) 0.1 $203k 6.0k 33.56