13F.
Bridgewater Wealth & Financial Management, LLC
13F-HR

Q2 2015

Period Jun 30, 2015Filed Jul 28, 2015View on EDGAR ↗
Positions
96
Total value
$246.01M
Top 10 concentration
41.0%
New positions
19

Exited positionsvs. Q1 2015

  • WHITEWAVE FOODS CO ($420K)
  • EQUITY RESIDENTIAL ($212K)

Holdings · 96

#Class
1
EXPRESS SCRIPTS HLDG CO
30219G108
COM$13.41M5.45%150,796-1.3%
2
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$12.09M4.91%211,330+14.7%
3
UNDER ARMOUR INC
904311107
CL A$10.63M4.32%127,412-0.4%
4
CHIPOTLE MEXICAN GRILL INC
169656105
COM$10.6M4.31%17,519-0.2%
5
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$10.11M4.11%254,844+19.9%
6
MCCORMICK & CO INC
579780206
COM NON VTG$9.93M4.03%122,616+1.6%
7
APPLE INC
037833100
COM$9.07M3.69%72,283+2.7%
8
V F CORP
918204108
COM$8.89M3.61%127,508+0.7%
9
MCCORMICK & CO INC
579780107
COM VTG$8.04M3.27%99,217
10
ISHARES TR
464287226
CORE US AGGBD ET$7.98M3.24%73,350-7.9%
11
TOWERS WATSON & CO
891894107
CL A$7.72M3.14%61,375+1.7%
12
KRAFT FOODS GROUP INC
50076Q106
COM$7.71M3.13%90,577+2.4%
13
UNITED THERAPEUTICS CORP DEL
91307C102
COM$7.4M3.01%42,546-0.4%
14
CATAMARAN CORP
148887102
COM$6.75M2.74%110,508-19.2%
15
PEPSICO INC
713448108
COM$6.28M2.55%67,312+8.9%
16
GENERAL ELECTRIC CO
369604103
COM$6.23M2.53%234,625+2.4%
17
YUM BRANDS INC
988498101
COM$5.76M2.34%63,967+5.6%
18
ABBOTT LABS
002824100
COM$5.69M2.31%115,849+2.2%
19
MICROSOFT CORP
594918104
COM$5.64M2.29%127,691+3.2%
20
EXXON MOBIL CORP
30231G102
COM$5.31M2.16%63,850+2.4%
21
M & T BK CORP
55261F104
COM$5.24M2.13%41,944+2.7%
22
PROCTER & GAMBLE CO
742718109
COM$5.24M2.13%66,916+6.7%
23
EBAY INC
278642103
COM$5.22M2.12%86,682+2.3%
24
ITC HLDGS CORP
465685105
COM$5.17M2.10%160,782+6.5%
25
MEDNAX INC
58502B106
COM$4.59M1.87%61,978+11.8%
26
MASTERCARD INC
57636Q104
CL A$4.07M1.65%43,534+3.2%
27
QUALCOMM INC
747525103
COM$3.98M1.62%63,519+3.7%
28
PRICE T ROWE GROUP INC
74144T108
COM$2.95M1.20%37,996+4.2%
29
GOOGLE INC
38259P508
CL A$2.51M1.02%4,638+5.8%
30
HEALTH CARE REIT INC
42217K106
COM$2.05M0.83%31,188+0.6%
31
GOOGLE INC
38259P706
CL C$1.98M0.81%3,811+7.9%
32
ISHARES TR
464287200
CORE S&P500 ETF$1.83M0.75%8,850-0.4%
33
HCP INC
40414L109
COM$1.81M0.74%49,726+4.4%
34
TIME WARNER INC
887317303
COM NEW$1.69M0.69%19,344+0.1%
35
JOHNSON & JOHNSON
478160104
COM$1.58M0.64%16,183+22.9%
36
BLACKSTONE GSO LNG SHRT CR I
09257D102
COM SHS BN INT$1.51M0.62%97,763-3.2%
37
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.4M0.57%54,027-1.6%
38
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.27M0.51%6,145New
39
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.24M0.50%11,565New
40
PFIZER INC
717081103
COM$1.19M0.48%35,347+0.2%
41
EAGLE BANCORP INC MD
268948106
COM$1.05M0.43%23,939
42
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$1.03M0.42%5,873New
43
OMEGA HEALTHCARE INVS INC
681936100
COM$974K0.40%28,365+1.2%
44
HEALTHCARE TR AMER INC
42225P501
CL A NEW$909K0.37%37,958
45
HOME PROPERTIES INC
437306103
COM$814K0.33%11,139-5.5%
46
CVS HEALTH CORP
126650100
COM$808K0.33%7,700+1.6%
47
MARRIOTT INTL INC NEW
571903202
CL A$793K0.32%10,663+0.5%
48
VENTAS INC
92276F100
COM$767K0.31%12,353-0.0%
49
TIME WARNER CABLE INC
88732J207
COM$763K0.31%4,285
50
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$747K0.30%5,486+14.6%
51
CHEVRON CORP NEW
166764100
COM$678K0.28%7,026-8.8%
52
NEXTERA ENERGY INC
65339F101
COM$607K0.25%6,195+3.2%
53
COCA COLA CO
191216100
COM$596K0.24%15,187+15.1%
54
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$583K0.24%24,760-4.5%
55
COLGATE PALMOLIVE CO
194162103
COM$537K0.22%8,217
56
FLOWERS FOODS INC
343498101
COM$517K0.21%24,434
57
DOMINION RES INC VA NEW
25746U109
COM$496K0.20%7,413-4.2%
58
SCHLUMBERGER LTD
806857108
COM$496K0.20%5,758+5.7%
59
MCDONALDS CORP
580135101
COM$475K0.19%5,000+81.2%
60
DANAHER CORP DEL
235851102
COM$459K0.19%5,367+6.5%
61
PLUM CREEK TIMBER CO INC
729251108
COM$445K0.18%10,972-1.8%
62
ISHARES TR
464287598
RUS 1000 VAL ETF$425K0.17%4,119+0.3%
63
VANGUARD WORLD FDS
92204A702
INF TECH ETF$425K0.17%4,000New
64
ISHARES TR
464287499
RUS MID-CAP ETF$415K0.17%2,438
65
WELLS FARGO & CO NEW
949746101
COM$396K0.16%7,049+46.1%
66
DUKE ENERGY CORP NEW
26441C204
COM NEW$346K0.14%4,898-0.5%
67
WEINGARTEN RLTY INVS
948741103
SH BEN INT$344K0.14%10,515
68
ABBVIE INC
00287Y109
COM$330K0.13%4,918+29.4%
69
3M CO
88579Y101
COM$328K0.13%2,125New
70
ORACLE CORP
68389X105
COM$327K0.13%8,110New
71
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$326K0.13%5,303New
72
ISHARES TR
464287184
CHINA LG-CAP ETF$322K0.13%6,990-2.1%
73
PROSHARES TR
74347B201
PSHS ULTSH 20YRS$286K0.12%5,740-1.4%
74
CISCO SYS INC
17275R102
COM$282K0.11%10,268New
75
VANGUARD INDEX FDS
922908736
GROWTH ETF$282K0.11%2,630+2.9%
76
CELGENE CORP
151020104
COM$280K0.11%2,421New
77
ISHARES TR
464287614
RUS 1000 GRW ETF$269K0.11%2,712
78
BECTON DICKINSON & CO
075887109
COM$264K0.11%1,865New
79
VERIZON COMMUNICATIONS INC
92343V104
COM$249K0.10%5,336New
80
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$245K0.10%3,118
81
MONDELEZ INTL INC
609207105
CL A$241K0.10%5,857New
82
DISNEY WALT CO
254687106
COM DISNEY$239K0.10%2,091-0.5%
83
COSTCO WHSL CORP NEW
22160K105
COM$236K0.10%1,751-1.7%
84
MERCK & CO INC NEW
58933Y105
COM$236K0.10%4,144New
85
AMERICAN CAMPUS CMNTYS INC
024835100
COM$235K0.10%6,248+1.9%
86
UNION PAC CORP
907818108
COM$233K0.09%2,446+5.2%
87
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$230K0.09%5,630New
88
JPMORGAN CHASE & CO
46625H100
COM$229K0.09%3,382New
89
O REILLY AUTOMOTIVE INC NEW
67103H107
COM$228K0.09%1,010New
90
ISHARES TR
464287556
NASDQ BIOTEC ETF$224K0.09%608
91
CITIGROUP INC
172967424
COM NEW$215K0.09%3,900New
92
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$212K0.09%1,966
93
MEADWESTVACO CORP
583334107
COM$203K0.08%4,308
94
INTERNATIONAL BUSINESS MACHS
459200101
COM$202K0.08%1,243New
95
MEDTRONIC PLC
G5960L103
SHS$200K0.08%2,694New
96
ACCESS NATL CORP
004337101
COM$194K0.08%10,000
Total filing value: $246.01M