Integrated Wealth Management

Q1 2017 13F Holdings

  • Location
    palm desert, CA
  • Num holdings

    268

  • Value ($000)

    $298,529

  • Date Filed
    04/14/2017
  • Form type
    13F-HR
  • CIK
    0001640250
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2017 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$9.69M
3 %

67,469

P
PM

PHILIP MORRIS INTL INC

COM
718172109
$8.63M
3 %

76,432

P
PG

PROCTER AND GAMBLE CO

COM
742718109
$7.44M
3 %

82,756

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$7.28M
2 %

58,434

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$6.50M
2 %

163,682

X
XOM

EXXON MOBIL CORP

COM
30231G102
$6.32M
2 %

77,002

M
MO

ALTRIA GROUP INC

COM
02209S103
$5.99M
2 %

83,839

U
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$5.27M
2 %

49,145

V
VEA

VANGUARD TAX MANAGED INTL FD

FTSE DEV MKT ETF
921943858
$5.23M
2 %

133,181

C
CHV

CHEVRON CORP NEW

COM
166764100
$4.98M
2 %

46,350

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