13F.
Bridgewater Advisors Inc.
13F-HR

Q2 2014

Period Jun 30, 2014Filed Aug 14, 2014View on EDGAR ↗
Positions
98
Total value
$119.48M
Top 10 concentration
40.1%
New positions
13

Exited positionsvs. Q1 2014

  • ALLERGAN INC ($1.73M)
  • BUNGE LIMITED ($1.32M)
  • SEABOARD CORP ($1.08M)
  • CITIGROUP INC ($275K)
  • RESTORATION HARDWARE HLDGS I ($206K)
  • ARES CAP CORP ($192K)
  • GERDAU S A ($67K)
  • VICAL INC ($14K)

Holdings · 98

#Class
1
JPMORGAN CHASE & CO
46625H365
ALERIAN ML ETN$9.32M7.80%177,828+2.2%
2
COLGATE PALMOLIVE CO
194162103
COM$7.23M6.05%106,090+160.8%
3
RYDEX ETF TRUST
78355W403
GUG S&P500 PU GR$5.31M4.44%68,631New
4
RYDEX ETF TRUST
78355W304
GUG S&P500 PU VA$5.3M4.44%97,590New
5
EXXON MOBIL CORP
30231G102
COM$4.3M3.60%42,736-0.2%
6
VANGUARD INDEX FDS
922908769
TOTAL STK MKT$4.1M3.43%40,282-4.9%
7
JOHNSON & JOHNSON
478160104
COM$3.38M2.83%32,320-1.9%
8
GOOGLE INC
38259P508
CL A$3.14M2.63%5,415+97.1%
9
SPDR GOLD TRUST
78463V107
GOLD SHS$3.08M2.57%24,025
10
HELMERICH & PAYNE INC
423452101
COM$2.78M2.33%23,972-4.4%
11
JPMORGAN CHASE & CO
46625H100
COM$2.76M2.31%47,924-1.0%
12
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$2.69M2.25%34,524
13
WALGREEN CO
931422109
COM$2.5M2.09%33,702-4.5%
14
YUM BRANDS INC
988498101
COM$2.32M1.94%28,605-1.6%
15
MICROSOFT CORP
594918104
COM$2.31M1.94%55,493-1.9%
16
OCCIDENTAL PETE CORP DEL
674599105
COM$2.3M1.92%22,394-1.0%
17
INTERNATIONAL BUSINESS MACHS
459200101
COM$2.2M1.84%12,136+0.1%
18
SIRONA DENTAL SYSTEMS INC
82966C103
COM$2.17M1.82%26,315-0.0%
19
COSTCO WHSL CORP NEW
22160K105
COM$2.05M1.71%17,772-1.2%
20
ISHARES
464287234
MSCI EMG MKT ETF$2.04M1.70%47,070-0.8%
21
BERKSHIRE HATHAWAY INC DEL
084670108
CL A$1.89M1.58%1,409+15555.6%
22
HARRIS CORP DEL
413875105
COM$1.88M1.57%24,748-3.2%
23
SPDR SERIES TRUST
78464A870
S&P BIOTECH$1.79M1.50%11,644New
24
CATERPILLAR INC DEL
149123101
COM$1.68M1.41%15,479-1.5%
25
GENERAL MTRS CO
37045V100
COM$1.54M1.29%42,451-0.9%
26
TARGET CORP
87612E106
COM$1.5M1.26%25,922-0.4%
27
E M C CORP MASS
268648102
COM$1.49M1.24%56,469-0.2%
28
GENERAL ELECTRIC CO
369604103
COM$1.41M1.18%53,812-0.6%
29
DRESSER-RAND GROUP INC
261608103
COM$1.38M1.16%21,724+0.1%
30
COOPER COS INC
216648402
COM NEW$1.38M1.15%10,180New
31
DENBURY RES INC
247916208
COM NEW$1.32M1.11%71,630-0.5%
32
ISHARES
464288646
1-3 YR CR BD ETF$1.3M1.08%12,260+11.8%
33
TRIMBLE NAVIGATION LTD
896239100
COM$1.27M1.06%34,296New
34
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$1.25M1.04%20,000+2.2%
35
VANGUARD SCOTTSDALE FDS
92206C409
SHRT TRM CORP BD$1.18M0.99%14,735+4.0%
36
DOLLAR TREE INC
256746108
COM$1.17M0.98%21,555New
37
JOHNSON CTLS INC
478366107
COM$1.17M0.98%23,486New
38
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$1.07M0.90%8,485+14.1%
39
KAYNE ANDERSON MLP INVT CO
486606106
COM$1.05M0.88%26,634+0.6%
40
CHEVRON CORP NEW
166764100
COM$935K0.78%7,160+0.1%
41
PFIZER INC
717081103
COM$906K0.76%30,522-67.8%
42
PROCTER & GAMBLE CO
742718109
COM$889K0.74%11,315+1.0%
43
BOEING CO
097023105
COM$781K0.65%6,137
44
ISHARES GOLD TRUST
464285105
ISHARES$754K0.63%58,577
45
APPLE INC
037833100
COM$732K0.61%7,878+670.8%
46
3M CO
88579Y101
COM$685K0.57%4,779-0.8%
47
SPDR S&P 500 ETF TR
78462F103
TR UNIT$623K0.52%3,185-21.7%
48
SCHWAB STRATEGIC TR
808524805
INTL EQTY ETF$619K0.52%18,763+0.2%
49
US BANCORP DEL
902973304
COM NEW$604K0.51%13,938
50
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$576K0.48%13,356-3.2%
51
DOW CHEM CO
260543103
COM$528K0.44%10,256
52
CONAGRA FOODS INC
205887102
COM$521K0.44%17,566
53
VANGUARD INDEX FDS
922908629
MID CAP ETF$511K0.43%4,304
54
PROTECTIVE LIFE CORP
743674103
COM$489K0.41%7,055-21.6%
55
SPDR INDEX SHS FDS
78463X871
S&P INTL SMLCP$483K0.40%13,700New
56
TORCHMARK CORP
891027104
COM$454K0.38%5,548
57
AT&T INC
00206R102
COM$440K0.37%12,433+1.1%
58
PHILIP MORRIS INTL INC
718172109
COM$412K0.34%4,882+2.1%
59
WELLS FARGO & CO NEW
949746101
COM$387K0.32%7,366-24.3%
60
UNITED TECHNOLOGIES CORP
913017109
COM$384K0.32%3,326
61
KIMBERLY CLARK CORP
494368103
COM$375K0.31%3,374
62
TORONTO DOMINION BK ONT
891160509
COM NEW$367K0.31%7,145-2.9%
63
CDN IMPERIAL BK COMM TORONTO
136069101
COM$343K0.29%3,769+1.3%
64
ORACLE CORP
68389X105
COM$333K0.28%8,212
65
VERIZON COMMUNICATIONS INC
92343V104
COM$331K0.28%6,773-8.0%
66
TORTOISE PWR & ENERGY INFRAS
89147X104
COM$329K0.28%11,560
67
NOVARTIS A G
66987V109
SPONSORED ADR$294K0.25%3,248+1.2%
68
DU PONT E I DE NEMOURS & CO
263534109
COM$289K0.24%4,415
69
KINDER MORGAN MANAGEMENT LLC
49455U100
SHS$281K0.24%3,562-10.4%
70
LINN ENERGY LLC
536020100
UNIT LTD LIAB$276K0.23%8,545-1.8%
71
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$274K0.23%2,600
72
DIAGEO P L C
25243Q205
SPON ADR NEW$271K0.23%2,131+5.7%
73
VANGUARD INDEX FDS
922908595
SML CP GRW ETF$271K0.23%2,125
74
NOVO-NORDISK A S
670100205
ADR$268K0.22%5,809+0.1%
75
VANGUARD INDEX FDS
922908751
SMALL CP ETF$268K0.22%2,292
76
COCA COLA ENTERPRISES INC NE
19122T109
COM$263K0.22%5,499
77
SCANA CORP NEW
80589M102
COM$263K0.22%4,880
78
DEXCOM INC
252131107
COM$242K0.20%6,108
79
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$237K0.20%2,526
80
ENTERPRISE PRODS PARTNERS L
293792107
COM$230K0.19%2,933-4.9%
81
PEPSICO INC
713448108
COM$228K0.19%2,550
82
NUVEEN NY PERFORM PLUS MUN F
67062R104
COM$220K0.18%15,200
83
CSX CORP
126408103
COM$213K0.18%6,920
84
SPIRIT RLTY CAP INC NEW
84860W102
COM$211K0.18%18,555
85
ANADARKO PETE CORP
032511107
COM$206K0.17%1,885New
86
WAL-MART STORES INC
931142103
COM$206K0.17%2,747
87
UNION PAC CORP
907818108
COM$205K0.17%2,058New
88
CAPITAL ONE FINL CORP
14040H105
COM$204K0.17%2,465New
89
PUTNAM MANAGED MUN INCOM TR
746823103
COM$176K0.15%24,500
90
NUVEEN AMT-FREE MUN INCOME F
670657105
COM$170K0.14%12,590
91
NUVEEN NY AMT FREE MUN INCOM
670656107
COM$156K0.13%11,928
92
BAZAARVOICE INC
073271108
COM$150K0.13%19,029New
93
ALLIANCE NEW YORK MUN INC FD
018714105
COM$149K0.12%11,646
94
WESTERN ASST MNGD MUN FD INC
95766M105
COM$135K0.11%10,300
95
PUTNAM MUN OPPORTUNITIES TR
746922103
SH BEN INT$132K0.11%11,260
96
ZYNGA INC
98986T108
CL A$86K0.07%26,830
97
GROUPON INC
399473107
COM CL A$85K0.07%12,875New
98
UNITED MICROELECTRONICS CORP
910873405
SPON ADR NEW$25K0.02%10,332
Total filing value: $119.48M