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

Q4 2014

Period Dec 31, 2014Filed Aug 6, 2015View on EDGAR ↗
Positions
96
Total value
$245.88M
Top 10 concentration
37.5%
New positions
0

Exited positionsvs. Q4 2014

  • ORACLE CORP ($365K)
  • CISCO SYS INC ($304K)
  • BECTON DICKINSON & CO ($267K)
  • JPMORGAN CHASE & CO ($247K)
  • WAL-MART STORES INC ($240K)
  • VERIZON COMMUNICATIONS INC ($239K)
  • O REILLY AUTOMOTIVE INC NEW ($236K)
  • INTERNATIONAL BUSINESS MACHS ($209K)

Holdings · 96

#Class
1
EXPRESS SCRIPTS HLDG CO
30219G108
COM$13.19M5.36%155,779
2
CHIPOTLE MEXICAN GRILL INC
169656105
COM$12.09M4.92%17,658
3
V F CORP
918204108
COM$9.47M3.85%126,477-0.2%
4
MCCORMICK & CO INC
579780206
COM NON VTG$8.89M3.62%119,670-0.4%
5
UNDER ARMOUR INC
904311107
CL A$8.66M3.52%127,602
6
ISHARES TR
464287226
CORE US AGGBD ET$8.61M3.50%78,170
7
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$8.24M3.35%167,274
8
APPLE INC
037833100
COM$7.82M3.18%70,879-1.0%
9
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$7.74M3.15%193,413+0.0%
10
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$7.47M3.04%197,222
11
MCCORMICK & CO INC
579780107
COM VTG$7.35M2.99%99,217
12
CATAMARAN CORP
148887102
COM$7.06M2.87%136,444-0.0%
13
ITC HLDGS CORP
465685105
COM$5.76M2.34%142,479-0.0%
14
MICROSOFT CORP
594918104
COM$5.74M2.33%123,566-2.8%
15
GENERAL ELECTRIC CO
369604103
COM$5.74M2.33%226,986-1.1%
16
EXXON MOBIL CORP
30231G102
COM$5.7M2.32%61,696-0.6%
17
PEPSICO INC
713448108
COM$5.69M2.31%60,186-0.8%
18
PROCTER & GAMBLE CO
742718109
COM$5.63M2.29%61,841-2.3%
19
ACTAVIS PLC
G0083B108
SHS$5.59M2.27%21,729
20
UNITED THERAPEUTICS CORP DEL
91307C102
COM$5.54M2.25%42,791
21
KRAFT FOODS GROUP INC
50076Q106
COM$5.47M2.23%87,347
22
M & T BK CORP
55261F104
COM$5.08M2.07%40,423-0.7%
23
ABBOTT LABS
002824100
COM$5.05M2.05%112,171-0.1%
24
EBAY INC
278642103
COM$4.71M1.91%83,873
25
YUM BRANDS INC
988498101
COM$4.34M1.77%59,627
26
QUALCOMM INC
747525103
COM$4.32M1.76%58,136-0.8%
27
JPMORGAN CHASE & CO
46625H365
ALERIAN ML ETN$3.79M1.54%82,366
28
MASTERCARD INC
57636Q104
CL A$3.44M1.40%39,884
29
MEDNAX INC
58502B106
COM$3.39M1.38%51,211
30
PRICE T ROWE GROUP INC
74144T108
COM$3.05M1.24%35,556-0.2%
31
UBS AG LONDON BRH
90267B682
ETRAC ALER MLP$3.04M1.24%104,912
32
HEALTH CARE REIT INC
42217K106
COM$2.39M0.97%31,518-0.1%
33
GOOGLE INC
38259P508
CL A$2.27M0.92%4,268
34
HCP INC
40414L109
COM$2.15M0.87%48,856-0.1%
35
ENBRIDGE ENERGY PARTNERS L P
29250R106
COM$2.03M0.83%50,846
36
GOOGLE INC
38259P706
CL C$1.85M0.75%3,514-1.8%
37
ISHARES TR
464287200
CORE S&P500 ETF$1.82M0.74%8,772
38
BLACKSTONE GSO LNG SHRT CR I
09257D102
COM SHS BN INT$1.81M0.74%116,691
39
JOHNSON & JOHNSON
478160104
COM$1.68M0.68%16,062-9.8%
40
TIME WARNER INC
887317303
COM NEW$1.65M0.67%19,344
41
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.54M0.63%55,615
42
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.26M0.51%6,110
43
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.17M0.48%11,337+0.0%
44
OMEGA HEALTHCARE INVS INC
681936100
COM$1.16M0.47%29,694
45
PFIZER INC
717081103
COM$1.11M0.45%35,577-4.9%
46
HEALTHCARE TR AMER INC
42225P501
CL A NEW$1.02M0.42%37,958
47
HOME PROPERTIES INC
437306103
COM$1M0.41%15,289
48
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$987K0.40%5,550+0.0%
49
CHEVRON CORP NEW
166764100
COM$915K0.37%8,154-4.9%
50
VENTAS INC
92276F100
COM$900K0.37%12,557
51
EAGLE BANCORP INC MD
268948106
COM$850K0.35%23,939
52
MARRIOTT INTL INC NEW
571903202
CL A$828K0.34%10,613-0.5%
53
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$756K0.31%5,038-13.1%
54
CVS HEALTH CORP
126650100
COM$749K0.30%7,772
55
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$736K0.30%25,940
56
KINDER MORGAN INC DEL
49456B101
COM$692K0.28%16,361
57
TIME WARNER CABLE INC
88732J207
COM$652K0.27%4,285
58
NEXTERA ENERGY INC
65339F101
COM$638K0.26%6,003-3.3%
59
COCA COLA CO
191216100
COM$627K0.25%14,845-13.0%
60
DOMINION RES INC VA NEW
25746U109
COM$608K0.25%7,902-3.6%
61
COLGATE PALMOLIVE CO
194162103
COM$569K0.23%8,217
62
KAYNE ANDERSON MLP INVT CO
486606106
COM$534K0.22%13,984
63
MCDONALDS CORP
580135101
COM$523K0.21%5,586-19.8%
64
SCHLUMBERGER LTD
806857108
COM$480K0.20%5,621-6.7%
65
PLUM CREEK TIMBER CO INC
729251108
COM$478K0.19%11,172
66
FLOWERS FOODS INC
343498101
COM$469K0.19%24,434
67
DUKE ENERGY CORP NEW
26441C204
COM NEW$462K0.19%5,530-2.2%
68
CATERPILLAR INC DEL
149123101
COM$454K0.18%4,960+0.1%
69
DANAHER CORP DEL
235851102
COM$432K0.18%5,041-9.6%
70
ISHARES TR
464287598
RUS 1000 VAL ETF$423K0.17%4,047
71
VANGUARD WORLD FDS
92204A702
INF TECH ETF$418K0.17%4,000
72
ISHARES TR
464287499
RUS MID-CAP ETF$405K0.16%2,426
73
BUCKEYE PARTNERS L P
118230101
UNIT LTD PARTN$399K0.16%5,275
74
ISHARES TR
464287614
RUS 1000 GRW ETF$372K0.15%3,895
75
WEINGARTEN RLTY INVS
948741103
SH BEN INT$367K0.15%10,515
76
ISHARES TR
464287184
CHINA LG-CAP ETF$364K0.15%8,740
77
WHITEWAVE FOODS CO
966244105
COM$331K0.13%9,465
78
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$319K0.13%5,303
79
INTEL CORP
458140100
COM$316K0.13%8,712-15.3%
80
ABBVIE INC
00287Y109
COM$302K0.12%4,622-17.2%
81
WELLS FARGO & CO NEW
949746101
COM$295K0.12%5,382-26.4%
82
CONOCOPHILLIPS
20825C104
COM$280K0.11%4,054-17.0%
83
UNION PAC CORP
907818108
COM$278K0.11%2,331-6.3%
84
ALPS ETF TR
00162Q866
ALERIAN MLP$274K0.11%15,655
85
PROSHARES TR
74347B201
PSHS ULTSH 20YRS$270K0.11%5,823
86
CELGENE CORP
151020104
COM$269K0.11%2,404
87
3M CO
88579Y101
COM$265K0.11%1,615-38.8%
88
AMERICAN CAMPUS CMNTYS INC
024835100
COM$253K0.10%6,112-1.4%
89
COSTCO WHSL CORP NEW
22160K105
COM$253K0.10%1,782-8.8%
90
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$253K0.10%3,118
91
OCEANEERING INTL INC
675232102
COM$241K0.10%4,100
92
MERCK & CO INC NEW
58933Y105
COM$231K0.09%4,073-19.6%
93
MONDELEZ INTL INC
609207105
CL A$211K0.09%5,809-6.0%
94
VANGUARD INDEX FDS
922908736
GROWTH ETF$209K0.08%1,997
95
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$208K0.08%1,966
96
ACCESS NATL CORP
004337101
COM$169K0.07%10,000
Total filing value: $245.88M